Equita Financial Network, Inc. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $274 Million distributed in 88 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $36.2M, Vanguard Ftse Developed Market with a value of $25M, Dimensional ETF Tr Dimensional with a value of $23.3M, Vanguard Intermediate Term Cor with a value of $13.1M, and Dimensional ETF Tr Emerging Mk with a value of $12.4M.

Examining the 13F form we can see an increase of $34.3M in the current position value, from $239M to 274M.

Equita Financial Network, Inc. is based out at Fort Washington, PA

Below you can find more details about Equita Financial Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $274 Million
ETFs: $250 Million
Technology: $2.7 Million
Consumer Cyclical: $1.84 Million
Real Estate: $1.64 Million
Healthcare: $729,000
Financial Services: $472,000
Communication Services: $318,000
Energy: $219,000
Other: $215,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 88
  • Current Value $274 Million
  • Prior Value $239 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 10 stocks
  • Additional Purchases 44 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
Track This Portfolio

Track Equita Financial Network, Inc. Portfolio

Follow Equita Financial Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Equita Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Equita Financial Network, Inc. with notifications on news.