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
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
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
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
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
PNW
Pinnacle West Capital Corp

Utilities
118
New
$81.76 - $95.25 $9.65K - $11.2K
118 $11.2M
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
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
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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