Eq Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 279 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $14.1B, Capital Grp Core Plus Income E with a value of $11.6B, Schwab Strategic Us Tips ETF with a value of $9.46B, Vanguard Extended Duration Tre with a value of $8.69B, and Capital Group Growth ETF Shs C with a value of $6.99B.
Examining the 13F form we can see an increase of $21.5B in the current position value, from $104B to 126B.
Eq Wealth Advisors, LLC is based out at Dallas, TX
Below you can find more details about Eq Wealth Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$126 Billion
ETFs: $71.9 Billion
Financial Services: $14.8 Billion
Technology: $2.6 Billion
Healthcare: $1.4 Billion
Industrials: $1.02 Billion
Energy: $1.01 Billion
Consumer Cyclical: $985 Million
Consumer Defensive: $353 Million
Other: $477 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
