Eq Wealth Advisors, LLC Portfolio Holdings

Eq Wealth Advisors, LLC

  • $126 Billion
  • Q1 2025

Eq Wealth Advisors, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 279 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $14.1B, Capital Grp Core Plus Income E with a value of $11.6B, Schwab Strategic Us Tips ETF with a value of $9.46B, Vanguard Extended Duration Tre with a value of $8.69B, and Capital Group Growth ETF Shs C with a value of $6.99B.

Examining the 13F form we can see an increase of $21.5B in the current position value, from $104B to 126B.

Eq Wealth Advisors, LLC is based out at Dallas, TX

Below you can find more details about Eq Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
ETFs: $71.9 Billion
Financial Services: $14.8 Billion
Technology: $2.6 Billion
Healthcare: $1.4 Billion
Industrials: $1.02 Billion
Energy: $1.01 Billion
Consumer Cyclical: $985 Million
Consumer Defensive: $353 Million
Other: $477 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.57B
$631,000 0.0% of portfolio
30
Q1 2025 New
Ishares Bitcoin Trust ETF
-
$562,000 0.0% of portfolio
-
Q1 2025 New
$24.6B
$2.08 Million 0.0% of portfolio
13
Q1 2025 New
$0
$5.3 Million 0.0% of portfolio
134
Q1 2025 New
$10.7B
$191,000 0.0% of portfolio
7
Q1 2025 New
$0
$194,000 0.0% of portfolio
9
Q1 2025 New
$0
$93,000 0.0% of portfolio
1
Q1 2025 New
Solventum Corp Com Shs
-
$4.71 Million 0.0% of portfolio
-
Q1 2025 New
$97.6B
$92,000 0.0% of portfolio
1
Q1 2025 New
$0
$5.01 Million 0.0% of portfolio
78
Q1 2025 New
Wk Kellogg CO Com Shs
-
$2.99 Million 0.0% of portfolio
-
Q1 2025 New
$302B
$6.13 Million 0.0% of portfolio
23
Q1 2025 New
$163B
$2.61 Million 0.0% of portfolio
17
Q1 2025 New
$47.8B
$234,000 0.0% of portfolio
1
Q1 2025 New
$79.5B
$1.33 Million 0.0% of portfolio
6
Q1 2025 New
$50.9B
$15,000 0.0% of portfolio
0
Q1 2025 New
$0
$2.82 Million 0.0% of portfolio
41
Q1 2025 New
$15.9B
$1.38 Million 0.0% of portfolio
34
Q1 2025 New
$64.6B
$3.72 Million 0.0% of portfolio
29
Q1 2025 New
$112B
$5.82 Million 0.0% of portfolio
12
Q1 2025 New
$15B
$742,000 0.0% of portfolio
8
Q1 2025 New
$14B
$2.16 Million 0.0% of portfolio
7
Q1 2025 New
$10.4B
$2.52 Million 0.0% of portfolio
63
Q1 2025 New
$76.1B
$2.31 Million 0.0% of portfolio
14
Q1 2025 New
$305M
$417,000 0.0% of portfolio
67
Q1 2025 New
$171M
$1.36 Million 0.0% of portfolio
15
Q1 2025 New
$0
$256,000 0.0% of portfolio
12
Q1 2025 New
$0
$278,000 0.0% of portfolio
8
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 279
  • Current Value $126 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 230 stocks
  • Additional Purchases 24 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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