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
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
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
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
FNDB
Schwab Fundamental U S Broad M

ETFs
136
New
$22.52 - $24.48 $3.06K - $3.33K
136 $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
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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