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
ELV
Elevance Health, Inc.

Healthcare
8
New
$365.9 - $436.25 $2.93K - $3.49K
8 $3.48M
YUMC
Yum China Holdings, Inc.

Consumer Cyclical
66
New
$42.3 - $53.69 $2.79K - $3.54K
66 $3.44M
NXPI
Nxp Semiconductors N.V.

Technology
18
New
$189.99 - $245.86 $3.42K - $4.43K
18 $3.42M
WAT
Waters Corp

Healthcare
9
New
$362.16 - $417.28 $3.26K - $3.76K
9 $3.32M
MO
Altria Group, Inc.

Consumer Defensive
55
New
$50.81 - $60.02 $2.79K - $3.3K
55 $3.3M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
47
New
$63.07 - $73.5 $2.96K - $3.45K
47 $3.3M
NEE
Nextera Energy Inc

Utilities
46
New
$66.96 - $76.16 $3.08K - $3.5K
46 $3.26M
Linde PLC Shs
7
New
N/A
7 $3.26M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
50
New
$59.28 - $66.1 $2.96K - $3.3K
50 $3.18M
PLD
Prologis, Inc.

Real Estate
28
New
$103.59 - $124.04 $2.9K - $3.47K
28 $3.13M
HCA
Hca Healthcare, Inc.

Healthcare
9
New
$296.7 - $345.55 $2.67K - $3.11K
9 $3.11M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
56
New
$50.99 - $55.74 $2.86K - $3.12K
56 $3.07M
Wk Kellogg CO Com Shs
150
New
N/A
150 $2.99M
IDEV
Ishares Core Msci Intl Develop

ETFs
41
New
$63.77 - $71.36 $2.61K - $2.93K
41 $2.82M
PCAR
Paccar Inc

Industrials
28
New
$96.91 - $112.51 $2.71K - $3.15K
28 $2.73M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
15
New
$175.5 - $209.86 $2.63K - $3.15K
15 $2.72M
SCHG
Schwab Strategic Tr Us Large C

ETFs
106
New
$24.91 - $29.02 $2.64K - $3.08K
106 $2.66M
QCOM
Qualcomm Inc

Technology
17
New
$151.94 - $175.86 $2.58K - $2.99K
17 $2.61M
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
4
New
$634.14 - $744.83 $2.54K - $2.98K
4 $2.54M
RRC
Range Resources Corp

Energy
63
New
$35.22 - $41.29 $2.22K - $2.6K
63 $2.52M
TMO
Thermo Fisher Scientific Inc.

Healthcare
5
New
$497.6 - $606.74 $2.49K - $3.03K
5 $2.49M
WTW
Willis Towers Watson PLC

Financial Services
7
New
$306.61 - $340.78 $2.15K - $2.39K
7 $2.37M
DAL
Delta Air Lines, Inc.

Industrials
54
New
$43.6 - $69.06 $2.35K - $3.73K
54 $2.35M
ZTS
Zoetis Inc.

Healthcare
14
New
$156.48 - $175.67 $2.19K - $2.46K
14 $2.31M
UTHR
United Therapeutics Corp

Healthcare
7
New
$304.42 - $380.78 $2.13K - $2.67K
7 $2.16M
EW
Edwards Lifesciences Corp

Healthcare
29
New
$67.95 - $76.19 $1.97K - $2.21K
29 $2.1M
NKE
Nike, Inc.

Consumer Cyclical
33
New
$63.29 - $81.72 $2.09K - $2.7K
33 $2.1M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
37
New
$55.41 - $60.74 $2.05K - $2.25K
37 $2.09M
CDW
Cdw Corp

Technology
13
New
$160.26 - $206.13 $2.08K - $2.68K
13 $2.08M
OTIS
Otis Worldwide Corp

Industrials
20
New
$90.77 - $104.01 $1.82K - $2.08K
20 $2.06M
KLAC
Kla Corp

Technology
3
New
$636.62 - $777.63 $1.91K - $2.33K
3 $2.04M
CCJ
Cameco Corp

Energy
48
New
$40.64 - $56.86 $1.95K - $2.73K
48 $1.98M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
71
New
$27.01 - $28.54 $1.92K - $2.03K
71 $1.98M
MRNA
Moderna, Inc.

Healthcare
69
New
$28.35 - $47.53 $1.96K - $3.28K
69 $1.96M
KD
Kyndryl Holdings, Inc.

Technology
55
New
$31.32 - $43.45 $1.72K - $2.39K
55 $1.73M
CC
Chemours CO

Basic Materials
120
New
$13.41 - $19.99 $1.61K - $2.4K
120 $1.62M
NOW
Service Now, Inc.

Technology
2
New
$783.83 - $1170.39 $1.57K - $2.34K
2 $1.59M
H
Hyatt Hotels Corp

Consumer Cyclical
12
New
$120.83 - $166.34 $1.45K - $2K
12 $1.47M
NLOK
Norton Life Lock Inc.

Technology
54
New
N/A
54 $1.43M
AVNS
Avanos Medical, Inc.

Healthcare
100
New
$13.95 - $17.45 $1.4K - $1.75K
100 $1.43M
PNR
Pentair PLC

Industrials
16
New
$84.0 - $105.35 $1.34K - $1.69K
16 $1.4M
WDC
Western Digital Corp

Technology
34
New
$40.43 - $72.03 $1.37K - $2.45K
34 $1.38M
PALL
Abrdn Palladium ETF Trust

ETFs
15
New
$83.55 - $92.52 $1.25K - $1.39K
15 $1.36M
LNC
Lincoln National Corp

Financial Services
37
New
$30.06 - $39.23 $1.11K - $1.45K
37 $1.33M
FISV
Fiserv Inc

Technology
6
New
N/A
6 $1.33M
TRV
Travelers Companies, Inc.

Financial Services
4
New
$232.43 - $265.13 $930 - $1.06K
4 $1.06M
AVLV
American Centy ETF Tr Avantis
16
New
$63.51 - $70.42 $1.02K - $1.13K
16 $1.04M
COP
Conocophillips

Energy
9
New
$88.6 - $105.85 $797 - $953
9 $945K
BAH
Booz Allen Hamilton Holding Corp

Industrials
9
New
$102.72 - $143.06 $924 - $1.29K
9 $941K
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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