Eq Wealth Advisors, LLC Purchases in Q1 2025

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Grayscale Ethereum Mini Trust ETF
3.55K
New
N/A
3.55K $61.2M
AXP
American Express CO

Financial Services
215
New
$255.39 - $325.87 $54.9K - $70.1K
215 $57.8M
BNDX
Vanguard Total International B

ETFs
1.16K
New
$48.33 - $49.5 $56K - $57.3K
1.16K $56.5M
CGDV
Capital Group Divid Value ETF

ETFs
1.58K
New
$34.95 - $37.36 $55.2K - $59K
1.58K $56.3M
ADBE
Adobe Inc.

Technology
146
New
$377.84 - $464.11 $55.2K - $67.8K
146 $56M
DFAE
Dimensional ETF Tr

ETFs
2K
New
$24.64 - $26.86 $49.3K - $53.7K
2K $51.8M
IWR
Ishares Russell Mid Cap ETF

ETFs
604
New
$82.81 - $92.93 $50K - $56.1K
604 $51.4M
K
Kellogg CO

Consumer Defensive
600
New
$81.06 - $82.9 $48.6K - $49.7K
600 $49.5M
GOOGL
Alphabet Inc.

Communication Services
317
New
$154.33 - $206.19 $48.9K - $65.4K
317 $49M
RSP
Invesco S&P 500 Equal Weight E

ETFs
282
New
$169.43 - $182.84 $47.8K - $51.6K
282 $48.9M
CVX
Chevron Corp

Energy
4
+ 0.2%
$146.71 - $167.97 $587 - $672
1.99K $333M
NUV
Nuveen Municipal Value Fund Inc

Financial Services
5.12K
New
$8.58 - $8.9 $43.9K - $45.6K
5.12K $44.9M
LMT
Lockheed Martin Corp

Industrials
96
New
$423.19 - $506.29 $40.6K - $48.6K
96 $42.9M
AVGO
Broadcom Inc.

Technology
255
New
$167.43 - $244.7 $42.7K - $62.4K
255 $42.7M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
912
New
$34.58 - $45.97 $31.5K - $41.9K
912 $41.9M
PDI
Pimco Dynamic Income Fund

Financial Services
2.08K
New
$18.51 - $20.05 $38.4K - $41.6K
2.08K $41.1M
EYLD
Cambria ETF Tr Emerging Shareh

ETFs
1.27K
New
$30.59 - $33.02 $38.8K - $41.9K
1.27K $40.3M
HDV
Ishares Core High Dividend ETF

ETFs
328
New
$110.86 - $121.12 $36.4K - $39.7K
328 $39.7M
MMM
3 M CO

Industrials
250
New
$129.7 - $155.12 $32.4K - $38.8K
250 $36.7M
BMY
Bristol Myers Squibb CO

Healthcare
600
New
$53.9 - $63.11 $32.3K - $37.9K
600 $36.6M
WMT
Walmart Inc.

Consumer Defensive
404
New
$84.5 - $105.05 $34.1K - $42.4K
404 $35.5M
FTNT
Fortinet, Inc.

Technology
360
New
$92.49 - $114.57 $33.3K - $41.2K
360 $34.7M
INTC
Intel Corp

Technology
1.47K
New
$19.1 - $27.39 $28.1K - $40.3K
1.47K $33.4M
VZ
Verizon Communications Inc

Communication Services
706
New
$37.81 - $46.49 $26.7K - $32.8K
706 $32M
IWF
Ishares Russell 1000 Gr ETF

ETFs
88
New
$360.07 - $417.26 $31.7K - $36.7K
88 $31.8M
Capital Group Short Duration Municipal Income ETF
1.15K
New
N/A
1.15K $30M
LXP
Lxp Industrial Trust

Real Estate
3.46K
New
$7.72 - $9.22 $26.7K - $31.9K
3.46K $29.9M
DFAT
Dimensional ETF Tr U S Target

ETFs
544
New
$50.44 - $58.1 $27.4K - $31.6K
544 $28M
Ge Vernova Inc Com
90
New
N/A
90 $27.5M
AEP
American Electric Power CO Inc

Utilities
226
New
$90.32 - $109.27 $20.4K - $24.7K
226 $24.7M
CSCO
Cisco Systems, Inc.

Technology
396
New
$58.74 - $64.87 $23.3K - $25.7K
396 $24.4M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
892
New
$25.12 - $26.05 $22.4K - $23.2K
892 $22.5M
PCH
Potlatchdeltic Corp

Real Estate
485
New
$38.35 - $47.34 $18.6K - $23K
485 $21.9M
CMCSA
Comcast Corp

Communication Services
577
New
$33.19 - $38.23 $19.2K - $22.1K
577 $21.3M
PRU
Prudential Financial Inc

Financial Services
189
New
$105.04 - $122.33 $19.9K - $23.1K
189 $21.1M
CTVA
Corteva, Inc.

Basic Materials
317
New
$55.94 - $66.15 $17.7K - $21K
317 $19.9M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
393
New
$49.25 - $50.66 $19.4K - $19.9K
393 $19.5M
IWD
Ishares Russell 1000 Val ETF

ETFs
103
New
$182.82 - $196.21 $18.8K - $20.2K
103 $19.4M
DD
Du Pont De Nemours, Inc.

Basic Materials
256
New
$72.7 - $84.32 $18.6K - $21.6K
256 $19.1M
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
753
New
$25.05 - $25.16 $18.9K - $18.9K
753 $18.9M
Grayscale Ethereum Trust ETF
1.2K
New
N/A
1.2K $18.3M
CARR
Carrier Global Corp

Industrials
272
New
$62.07 - $70.55 $16.9K - $19.2K
272 $17.2M
SLB
Schlumberger Limited

Energy
400
New
$38.4 - $43.74 $15.4K - $17.5K
400 $16.7M
GOOG
Alphabet Inc.

Communication Services
101
New
$156.06 - $207.71 $15.8K - $21K
101 $15.8M
WBD
Warner Bros. Discovery, Inc.

Communication Services
9.04K
New
$9.47 - $11.46 $85.6K - $104K
9.04K $15.5M
BND
Vanguard Bd Index Fd Inc Total

ETFs
208
New
$71.17 - $73.66 $14.8K - $15.3K
208 $15.3M
PM
Philip Morris International Inc.

Consumer Defensive
95
New
$117.15 - $158.79 $11.1K - $15.1K
95 $15.1M
V
Visa Inc.

Financial Services
43
New
$306.92 - $362.71 $13.2K - $15.6K
43 $15.1M
RMBS
Rambus Inc

Technology
285
New
$51.55 - $68.59 $14.7K - $19.5K
285 $14.8M
Activity Summary
Buys All Purchases 254 New Holdings 230 Increased Positions 24 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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