Eq Wealth Advisors, LLC Portfolio Holdings

Eq Wealth Advisors, LLC

  • $104 Billion
  • Q4 2024

Eq Wealth Advisors, LLC has filed its 13F form on January 24, 2025 for Q4 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 51 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 $11.9B, Capital Grp Core Plus Income E with a value of $10.5B, Vanguard Extended Duration Tre with a value of $8.16B, Schwab Strategic Us Tips ETF with a value of $7.9B, and Capital Group Growth ETF Shs C with a value of $5.8B.

Examining the 13F form we can see an increase of $104B in the current position value.

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 $104 Billion
ETFs: $61.1 Billion
Financial Services: $12.4 Billion
Technology: $2.39 Billion
Consumer Cyclical: $1.18 Billion
Energy: $720 Million
Healthcare: $434 Million
Industrials: $365 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$683B
$11.9 Billion 11.4% of portfolio
26,159
Q4 2024 New
-
$10.5 Billion 10.07% of portfolio
-
Q4 2024 New
$0
$8.16 Billion 7.84% of portfolio
120,427
Q4 2024 New
$0
$7.9 Billion 7.6% of portfolio
305,919
Q4 2024 New
$0
$5.8 Billion 5.58% of portfolio
156,071
Q4 2024 New
$0
$5.49 Billion 5.28% of portfolio
178,369
Q4 2024 New
Pimco Multisector Bond Active Exchange Traded Fund
-
$5.13 Billion 4.93% of portfolio
-
Q4 2024 New
$0
$3.94 Billion 3.79% of portfolio
111,032
Q4 2024 New
$50B
$3.65 Billion 3.51% of portfolio
73,808
Q4 2024 New
$0
$3.46 Billion 3.32% of portfolio
130,069
Q4 2024 New
Dimensional Us Large Cap Value ETF
-
$3.27 Billion 3.14% of portfolio
-
Q4 2024 New
$0
$3.04 Billion 2.92% of portfolio
37,989
Q4 2024 New
-
$2.76 Billion 2.66% of portfolio
-
Q4 2024 New
$0
$2.71 Billion 2.6% of portfolio
13,820
Q4 2024 New
-
$2.55 Billion 2.45% of portfolio
-
Q4 2024 New
$0
$1.99 Billion 1.91% of portfolio
47,855
Q4 2024 New
$0
$1.91 Billion 1.83% of portfolio
64,159
Q4 2024 New
$2.8T
$1.82 Billion 1.75% of portfolio
4,325
Q4 2024 New
$0
$1.73 Billion 1.66% of portfolio
59,216
Q4 2024 New
$0
$1.46 Billion 1.41% of portfolio
55,814
Q4 2024 New
$0
$1.28 Billion 1.23% of portfolio
37,410
Q4 2024 New
$0
$1.11 Billion 1.06% of portfolio
16,118
Q4 2024 New
$0
$1.05 Billion 1.01% of portfolio
13,811
Q4 2024 New
$0
$895 Million 0.86% of portfolio
28,489
Q4 2024 New
$0
$897 Million 0.86% of portfolio
37,895
Q4 2024 New
Grayscale Bitcoin Mini Trust ETF
-
$803 Million 0.77% of portfolio
-
Q4 2024 New
$0
$642 Million 0.62% of portfolio
28,934
Q4 2024 New
$230B
$464 Million 0.45% of portfolio
1,600
Q4 2024 New
$0
$432 Million 0.42% of portfolio
13,006
Q4 2024 New
$496B
$417 Million 0.4% of portfolio
3,873
Q4 2024 New
$3.57T
$406 Million 0.39% of portfolio
1,620
Q4 2024 New
$0
$376 Million 0.36% of portfolio
4,819
Q4 2024 New
$1.94T
$372 Million 0.36% of portfolio
1,696
Q4 2024 New
$61.9B
$365 Million 0.35% of portfolio
11,296
Q4 2024 New
$818B
$343 Million 0.33% of portfolio
849
Q4 2024 New
$0
$336 Million 0.32% of portfolio
3,149
Q4 2024 New
Capital Group New Geography Equity ETF
-
$300 Million 0.29% of portfolio
-
Q4 2024 New
$327B
$288 Million 0.28% of portfolio
1,985
Q4 2024 New
$0
$280 Million 0.27% of portfolio
25,875
Q4 2024 New
Capital Group Core Bond ETF
-
$245 Million 0.24% of portfolio
-
Q4 2024 New
$99.4B
$235 Million 0.23% of portfolio
972
Q4 2024 New
$0
$231 Million 0.22% of portfolio
393
Q4 2024 New
$370B
$231 Million 0.22% of portfolio
1,300
Q4 2024 New
$0
$215 Million 0.21% of portfolio
17,697
Q4 2024 New
$0
$223 Million 0.21% of portfolio
5,529
Q4 2024 New
$0
$213 Million 0.2% of portfolio
9,642
Q4 2024 New
$785B
$203 Million 0.2% of portfolio
263
Q4 2024 New
$377B
$160 Million 0.15% of portfolio
76,439
Q4 2024 New
$57.4B
$16.1 Million 0.02% of portfolio
16,135
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 51
  • Current Value $104 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 24, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 50 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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