Equita Financial Network, Inc. has filed its 13F form on May 02, 2024 for Q1 2024 where it was disclosed a total value porftolio of $223 Million distributed in 75 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Total Stock Market Et with a value of $25M, Vanguard Ftse Developed Market with a value of $20.7M, Dimensional ETF Tr Dimensional with a value of $17.6M, Vanguard Intermediate Term Cor with a value of $9.77M, and Dimensional ETF Tr Emerging Mk with a value of $9.04M.

Examining the 13F form we can see an increase of $35M in the current position value, from $188M to 223M.

Equita Financial Network, Inc. is based out at Fort Washington, PA

Below you can find more details about Equita Financial Network, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $223 Million
ETFs: $209 Million
Consumer Cyclical: $1.64 Million
Technology: $1.33 Million
Real Estate: $1.32 Million
Healthcare: $512,000
Energy: $267,000
Consumer Defensive: $202,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 75
  • Current Value $223 Million
  • Prior Value $188 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 02, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 10 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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