Eq Wealth Advisors, LLC New Holdings in Q1 2025

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
STIP
Ishares Barclays 0 5 Year Tips

ETFs
4.61K
New
$100.59 - $103.47 $464K - $477K
4.61K $477M
AMGN
Amgen Inc

Healthcare
700
New
$258.59 - $327.36 $181K - $229K
700 $218M
ABC
Amerisourcebergen Corp

Healthcare
716
New
N/A
716 $199M
RTX
Raytheon Technologies Corp

Industrials
1.46K
New
$114.1 - $135.66 $167K - $198K
1.46K $194M
ABT
Abbott Laboratories

Healthcare
1.3K
New
$111.1 - $140.22 $144K - $182K
1.3K $172M
MFDX
Pimco Rafi Dynamic Multi Facto

ETFs
5.32K
New
$29.14 - $32.97 $155K - $175K
5.32K $170M
MFUS
Pimco Rafi Dynamic Multi Facto

ETFs
2.96K
New
$48.91 - $52.91 $145K - $157K
2.96K $149M
MTDR
Matador Resources CO

Energy
2.7K
New
$44.79 - $63.77 $121K - $172K
2.7K $138M
PFE
Pfizer Inc

Healthcare
5.4K
New
$25.01 - $27.13 $135K - $147K
5.4K $137M
PEP
Pepsico Inc

Consumer Defensive
802
New
$142.64 - $156.42 $114K - $125K
802 $120M
KMB
Kimberly Clark Corp

Consumer Defensive
800
New
$124.46 - $147.4 $99.6K - $118K
800 $114M
NOC
Northrop Grumman Corp

Industrials
216
New
$433.45 - $513.82 $93.6K - $111K
216 $111M
ROK
Rockwell Automation, Inc

Industrials
393
New
$255.29 - $303.75 $100K - $119K
393 $102M
QQQ
Invesco Qqq Trust, Series 1

ETFs
215
New
$468.34 - $539.52 $101K - $116K
215 $101M
DGRO
Ishares Core Dividend Growth E

ETFs
1.63K
New
$60.46 - $64.42 $98.2K - $105K
1.63K $100M
VTV
Vanguard Value ETF

ETFs
558
New
$167.73 - $179.21 $93.6K - $100K
558 $96.4M
MAR
Marriott International Inc

Consumer Cyclical
377
New
$237.01 - $304.45 $89.4K - $115K
377 $89.8M
MSTR
Microstrategy Inc

Technology
307
New
$239.27 - $396.5 $73.5K - $122K
307 $88.5M
VDE
Vanguard Energy ETF

ETFs
654
New
$119.14 - $132.76 $77.9K - $86.8K
654 $84.8M
NVDA
Nvidia Corp

Technology
773
New
$106.98 - $149.43 $82.7K - $116K
773 $83.8M
NSC
Norfolk Southern Corp

Industrials
345
New
$227.69 - $259.76 $78.6K - $89.6K
345 $81.7M
OKE
Oneok Inc

Energy
810
New
$89.57 - $109.85 $72.6K - $89K
810 $80.4M
MGK
Vanguard Mega Cap Growth ETF

ETFs
254
New
$307.43 - $357.48 $78.1K - $90.8K
254 $78.5M
T
At&T Inc.

Communication Services
2.77K
New
$21.56 - $28.28 $59.6K - $78.2K
2.77K $78.2M
JNJ
Johnson & Johnson

Healthcare
471
New
$142.06 - $167.7 $66.9K - $79K
471 $78.1M
AEE
Ameren Corp

Utilities
706
New
$86.87 - $103.67 $61.3K - $73.2K
706 $70.9M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.23K
New
$53.99 - $58.43 $66.3K - $71.8K
1.23K $70.7M
IBM
International Business Machines Corp

Technology
278
New
$217.4 - $264.74 $60.4K - $73.6K
278 $69.1M
GE
General Electric CO

Industrials
312
New
$168.59 - $212.13 $52.6K - $66.2K
312 $62.4M
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
YUM
Yum Brands Inc

Consumer Cyclical
306
New
$123.25 - $162.53 $37.7K - $49.7K
306 $48.2M
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
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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