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
XLV
Select Sector Spdr Fund Health

ETFs
100
New
$137.61 - $149.68 $13.8K - $15K
100 $14.6M
Net Power Inc Com Cl A
5.07K
New
N/A
5.07K $13.3M
CI
Cigna Corp

Healthcare
40
New
$274.49 - $329.0 $11K - $13.2K
40 $13.2M
Grayscale Bitcoin Mini Trust ETF
3.17K
+ 16.54%
N/A
22.4K $816M
VO
Vanguard Mid Cap ETF

ETFs
47
New
$251.87 - $277.95 $11.8K - $13.1K
47 $12.2M
META
Meta Platforms, Inc.

Communication Services
21
New
$576.36 - $736.67 $12.1K - $15.5K
21 $12.1M
IEFA
Ishares Tr

ETFs
157
New
$69.57 - $78.65 $10.9K - $12.3K
157 $11.9M
DLX
Deluxe Corp

Communication Services
732
New
$15.43 - $23.42 $11.3K - $17.1K
732 $11.6M
UNH
Unitedhealth Group Inc

Healthcare
22
New
$461.52 - $548.18 $10.2K - $12.1K
22 $11.5M
SIVR
Abrdn Silver ETF Trust

ETFs
348
New
$28.07 - $32.82 $9.77K - $11.4K
348 $11.3M
Sila Realty Trust Inc Common Stock
419
New
N/A
419 $11.2M
HAL
Halliburton CO

Energy
403
New
$24.15 - $29.9 $9.73K - $12K
403 $10.2M
CGCP
Capital Group Core Plus Income

ETFs
130
+ 0.45%
$21.94 - $22.64 $2.85K - $2.94K
29.1K $652M
PGR
Progressive Corp

Financial Services
33
New
$235.61 - $291.22 $7.78K - $9.61K
33 $9.34M
Ge Healthcare Technologies Inc Common Stock
114
New
N/A
114 $9.2M
DOW
Dow Inc.

Basic Materials
256
New
$34.36 - $41.92 $8.8K - $10.7K
256 $8.94M
ORN
Orion Group Holdings Inc

Industrials
1.7K
New
$5.23 - $9.27 $8.89K - $15.8K
1.7K $8.89M
Capital Group Core Balanced ETF
279
New
N/A
279 $8.64M
VTI
Vanguard Total Stock Market Et

ETFs
30
New
$271.18 - $303.12 $8.14K - $9.09K
30 $8.25M
WFC
Wells Fargo & Company

Financial Services
112
New
$66.78 - $81.42 $7.48K - $9.12K
112 $8.04M
BUI
Black Rock Utilities, Infrastructure & Power Opportunities Trust

Financial Services
350
New
$22.2 - $23.74 $7.77K - $8.31K
350 $7.92M
PCG
Pg&E Corp

Utilities
430
New
$15.16 - $20.4 $6.52K - $8.77K
430 $7.39M
PG
Procter & Gamble CO

Consumer Defensive
42
New
$158.56 - $176.26 $6.66K - $7.4K
42 $7.16M
MAC
Macerich CO

Real Estate
408
New
$15.88 - $20.87 $6.48K - $8.51K
408 $7.01M
HD
Home Depot, Inc.

Consumer Cyclical
18
New
$347.25 - $424.87 $6.25K - $7.65K
18 $6.6M
GS
Goldman Sachs Group Inc

Financial Services
12
New
$524.81 - $672.19 $6.3K - $8.07K
12 $6.56M
BAC
Bank Of America Corp

Financial Services
152
New
$39.61 - $47.74 $6.02K - $7.26K
152 $6.35M
HAS
Hasbro, Inc.

Consumer Cyclical
100
New
$56.16 - $69.06 $5.62K - $6.91K
100 $6.15M
TMUS
T Mobile Us, Inc.

Communication Services
23
New
$211.3 - $272.83 $4.86K - $6.28K
23 $6.13M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
12
New
$402.49 - $513.76 $4.83K - $6.17K
12 $5.82M
SCHW
Schwab Charles Corp

Financial Services
74
New
$71.24 - $83.64 $5.27K - $6.19K
74 $5.79M
ETN
Eaton Corp PLC

Industrials
21
New
$271.83 - $371.23 $5.71K - $7.8K
21 $5.71M
Sitio Royalties Corp Class A Com
284
New
N/A
284 $5.64M
MRK
Merck & Co., Inc.

Healthcare
62
New
$83.01 - $101.02 $5.15K - $6.26K
62 $5.57M
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
134
New
$39.27 - $44.5 $5.26K - $5.96K
134 $5.3M
USHY
Ishares Tr Broad Usd High Yiel

ETFs
142
New
$36.63 - $37.45 $5.2K - $5.32K
142 $5.23M
VTRS
Viatris Inc

Healthcare
597
New
$8.68 - $12.42 $5.18K - $7.41K
597 $5.2M
WM
Waste Management Inc

Industrials
22
New
$200.54 - $233.78 $4.41K - $5.14K
22 $5.09M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
78
New
N/A
78 $5.01M
DIS
Walt Disney CO

Communication Services
49
New
$96.87 - $114.0 $4.75K - $5.59K
49 $4.84M
COST
Costco Wholesale Corp

Consumer Defensive
5
New
$890.62 - $1076.86 $4.45K - $5.38K
5 $4.73M
Solventum Corp Com Shs
62
New
N/A
62 $4.71M
BKR
Baker Hughes CO

Energy
105
New
$41.16 - $48.85 $4.32K - $5.13K
105 $4.62M
VT
Vanguard Total World Stk Index

ETFs
38
New
$115.08 - $123.97 $4.37K - $4.71K
38 $4.41M
DOCU
Docusign, Inc.

Technology
50
New
$74.7 - $97.7 $3.74K - $4.89K
50 $4.07M
DFAS
Dimensional ETF Tr U S Small C

ETFs
66
New
$58.81 - $68.2 $3.88K - $4.5K
66 $3.94M
AZO
Autozone Inc

Consumer Cyclical
1
New
$3193.96 - $3828.11 $3.19K - $3.83K
1 $3.81M
EOG
Eog Resources Inc

Energy
29
New
$120.54 - $138.05 $3.5K - $4K
29 $3.72M
KO
Coca Cola CO

Consumer Defensive
50
New
$60.81 - $72.32 $3.04K - $3.62K
50 $3.58M
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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