Eq Wealth Advisors, LLC Portfolio Holdings by Sector
Eq Wealth Advisors, LLC
- $152 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options | 
|---|---|---|---|---|---|---|
| 
                      ETFs | ETFs
                         SCHP CGGR DFIV BNDX DISV DFSV FNDX IAU 26 stocks | 
                  $93.3 Million
                  82.98% of portfolio              
                 |   11   |   13   | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Insurance—Diversified | Financial Services
                         BRK-B 1 stocks | 
                  $12.9 Million
                  11.49% of portfolio              
                 | - |   1   | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Software—Infrastructure | Technology
                         MSFT 1 stocks | 
                  $2.24 Million
                  2.0% of portfolio              
                 |   1   | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Asset Management | Financial Services
                         NMZ NZF 2 stocks | 
                  $764,869
                  0.68% of portfolio              
                 |   1   | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Oil & Gas Integrated | Energy
                         XOM CVX 2 stocks | 
                  $634,346
                  0.56% of portfolio              
                 | - |   2   | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Drug Manufacturers—General | Healthcare
                         ABBV LLY 2 stocks | 
                  $501,710
                  0.45% of portfolio              
                 | - | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Restaurants | Consumer Cyclical
                         MCD 1 stocks | 
                  $486,224
                  0.43% of portfolio              
                 | - | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Railroads | Industrials
                         CSX 1 stocks | 
                  $396,789
                  0.35% of portfolio              
                 | - |   1   | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Internet Retail | Consumer Cyclical
                         AMZN 1 stocks | 
                  $383,808
                  0.34% of portfolio              
                 |   1   | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Consumer Electronics | Technology
                         AAPL 1 stocks | 
                  $329,986
                  0.29% of portfolio              
                 |   1   | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Aerospace & Defense | Industrials
                         RTX 1 stocks | 
                  $244,880
                  0.22% of portfolio              
                 | - | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 | 
| 
                      Medical Distribution | Healthcare
                         ABC 1 stocks | 
                  $223,771
                  0.2% of portfolio              
                 | - | - | - | - | 
                  
                    0
                  
                  Calls
                 
                  
                   0
                  
                  Puts
                 |