Eq Wealth Advisors, LLC Portfolio Holdings by Sector
Eq Wealth Advisors, LLC
- $104 Billion
- Q4 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
EDV SCHP CGGR DFSV DFIV IAU DISV VIGI 27 stocks |
$61.1 Million
77.78% of portfolio
|
  27  
|
- |
  27  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$11.9 Million
15.1% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$1.98 Million
2.53% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$704,094
0.9% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Asset Management | Financial Services
NMZ NZF 2 stocks |
$495,086
0.63% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$463,824
0.59% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
ABBV LLY 2 stocks |
$434,046
0.55% of portfolio
|
  2  
|
- |
  2  
|
- |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$405,680
0.52% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$372,085
0.47% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Railroads | Industrials
CSX 1 stocks |
$364,522
0.46% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$342,860
0.44% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Oil & Gas Midstream | Energy
ET 1 stocks |
$16,135
0.02% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|