Eq Wealth Advisors, LLC Portfolio Holdings

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$685B
$14.1 Billion 11.25% of portfolio
26,510
Q1 2025 Added 1.34%
-
$11.6 Billion 9.24% of portfolio
-
Q1 2025 Added 10.61%
$0
$9.46 Billion 7.54% of portfolio
351,866
Q1 2025 Added 15.02%
$0
$8.69 Billion 6.93% of portfolio
122,246
Q1 2025 Added 1.51%
$0
$6.99 Billion 5.57% of portfolio
204,138
Q1 2025 Added 30.8%
Pimco Multisector Bond Active Exchange Traded Fund
-
$6.83 Billion 5.44% of portfolio
-
Q1 2025 Added 31.07%
$0
$6.06 Billion 4.82% of portfolio
215,124
Q1 2025 Added 20.61%
$0
$5.78 Billion 4.61% of portfolio
146,973
Q1 2025 Added 32.37%
$0
$4.78 Billion 3.81% of portfolio
164,085
Q1 2025 Added 26.15%
Dimensional Us Large Cap Value ETF
-
$4.53 Billion 3.61% of portfolio
-
Q1 2025 Added 36.02%
$53.5B
$4.22 Billion 3.37% of portfolio
71,652
Q1 2025 Reduced 2.92%
-
$3.29 Billion 2.62% of portfolio
-
Q1 2025 Added 18.35%
$0
$3.26 Billion 2.6% of portfolio
39,313
Q1 2025 Added 3.49%
-
$2.91 Billion 2.32% of portfolio
-
Q1 2025 Added 14.53%
$0
$2.88 Billion 2.29% of portfolio
14,834
Q1 2025 Added 7.34%
$0
$2.32 Billion 1.85% of portfolio
85,712
Q1 2025 Added 53.57%
$0
$1.97 Billion 1.57% of portfolio
64,028
Q1 2025 Reduced 2.57%
$0
$1.81 Billion 1.44% of portfolio
47,681
Q1 2025 Reduced 0.36%
$0
$1.66 Billion 1.32% of portfolio
60,501
Q1 2025 Reduced 5.7%
$2.89T
$1.62 Billion 1.29% of portfolio
4,327
Q1 2025 Added 0.05%
$0
$1.36 Billion 1.08% of portfolio
37,531
Q1 2025 Added 0.32%
$0
$1.09 Billion 0.87% of portfolio
15,230
Q1 2025 Reduced 5.51%
$0
$1.04 Billion 0.83% of portfolio
12,684
Q1 2025 Reduced 8.16%
Grayscale Bitcoin Mini Trust ETF
-
$816 Million 0.65% of portfolio
-
Q1 2025 Added 16.54%
$0
$800 Million 0.64% of portfolio
24,416
Q1 2025 Reduced 14.3%
$0
$787 Million 0.63% of portfolio
33,317
Q1 2025 Reduced 12.08%
$0
$652 Million 0.52% of portfolio
29,064
Q1 2025 Added 0.45%
Capital Group New Geography Equity ETF
-
$522 Million 0.42% of portfolio
-
Q1 2025 Added 71.15%
$0
$498 Million 0.4% of portfolio
13,780
Q1 2025 Added 5.95%
$233B
$500 Million 0.4% of portfolio
1,600
Q4 2024 New
$0
$477 Million 0.38% of portfolio
4,613
Q1 2025 New
$0
$462 Million 0.37% of portfolio
4,161
Q1 2025 Added 32.14%
$453B
$402 Million 0.32% of portfolio
3,380
Q1 2025 Reduced 12.73%
$0
$373 Million 0.3% of portfolio
4,726
Q1 2025 Reduced 1.93%
$3.35T
$360 Million 0.29% of portfolio
1,620
Q4 2024 New
$272B
$333 Million 0.27% of portfolio
1,989
Q1 2025 Added 0.2%
$1.9T
$323 Million 0.26% of portfolio
1,696
Q4 2024 New
$59.2B
$332 Million 0.26% of portfolio
11,296
Q4 2024 New
$106B
$280 Million 0.22% of portfolio
972
Q4 2024 New
$319B
$272 Million 0.22% of portfolio
1,300
Q4 2024 New
$0
$282 Million 0.22% of portfolio
25,875
Q4 2024 New
Capital Group Core Bond ETF
-
$247 Million 0.2% of portfolio
-
Q1 2025 Reduced 0.82%
$0
$223 Million 0.18% of portfolio
5,529
Q4 2024 New
$817B
$217 Million 0.17% of portfolio
263
Q4 2024 New
$150B
$218 Million 0.17% of portfolio
700
Q1 2025 New
$0
$216 Million 0.17% of portfolio
17,697
Q4 2024 New
$38.4B
$199 Million 0.16% of portfolio
716
Q1 2025 New
$179B
$194 Million 0.15% of portfolio
1,463
Q1 2025 New
$0
$175 Million 0.14% of portfolio
7,776
Q1 2025 Reduced 19.35%

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $126 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 230 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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