Equita Financial Network, Inc. Reduced Holdings in Q2 2025

Equita Financial Network, Inc.

  • $245 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
-13K
- 94.55%
$498.8 - $620.9 $6.47M - $8.05M
748 $464K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-111K
- 92.43%
$55.54 - $69.09 $6.18M - $7.69M
9.12K $630K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-59.9K
- 85.06%
$39.89 - $49.46 $2.39M - $2.96M
10.5K $520K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-33.3K
- 20.82%
$50.34 - $51.86 $1.68M - $1.73M
127K $6.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-27.4K
- 30.32%
$48.13 - $49.85 $1.32M - $1.37M
62.9K $3.09M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-11.7K
- 27.81%
$60.34 - $74.89 $704K - $874K
30.3K $2.27M
BNDX
Vanguard Total International B

ETFs
-11.7K
- 34.28%
$48.77 - $49.55 $570K - $579K
22.4K $1.11M
SUB
Ishares Short Term National Mu

ETFs
-5.16K
- 16.08%
$104.77 - $106.34 $541K - $549K
26.9K $2.86M
AAPL
Apple Inc.

Technology
-1.95K
- 27.43%
$172.42 - $223.89 $337K - $437K
5.16K $1.06M
NYF
Ishares New York Muni Bond ETF

ETFs
-7.6K
- 24.79%
$51.29 - $53.06 $390K - $403K
23.1K $1.2M
AVRE
American Centy ETF Tr Avantis
-12.2K
- 6.68%
$38.75 - $44.92 $471K - $546K
170K $7.5M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-4.39K
- 6.09%
$77.94 - $79.5 $342K - $349K
67.8K $5.39M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
-3.79K
- 29.16%
$67.03 - $80.35 $254K - $304K
9.2K $734K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-1.99K
- 3.23%
$102.02 - $103.5 $203K - $206K
59.6K $6.14M
NUSC
Nuveen Esg Small Cap ETF

ETFs
-5.94K
- 21.81%
$33.38 - $40.81 $198K - $242K
21.3K $867K
JPM
Jpmorgan Chase & CO

Financial Services
-783
- 44.87%
$210.28 - $289.91 $165K - $227K
962 $278K
DFSV
Dimensional ETF Tr Dimensional

ETFs
-42.8K
- 4.92%
$24.21 - $29.47 $1.04M - $1.26M
827K $24.3M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
-5.65K
- 1.61%
$28.21 - $28.85 $159K - $163K
346K $9.96M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.78K
- 13.38%
$51.1 - $53.29 $91K - $94.9K
11.5K $614K
GOOGL
Alphabet Inc.

Communication Services
-675
- 37.25%
$144.7 - $178.6 $97.7K - $121K
1.14K $200K
LOW
Lowes Companies Inc

Consumer Cyclical
-59
- 1.17%
$210.83 - $235.28 $12.4K - $13.9K
4.96K $1.1M
AMZN
Amazon Com Inc

Consumer Cyclical
-776
- 19.5%
$167.32 - $223.3 $130K - $173K
3.2K $702K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.52K
- 12.52%
$51.16 - $62.02 $77.6K - $94K
10.6K $656K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-634
- 3.12%
$51.68 - $52.76 $32.8K - $33.4K
19.7K $1.04M
USXF
Ishares Esg Advanced Msci Usa

Technology
-7.55K
- 14.18%
$41.54 - $53.93 $314K - $407K
45.7K $2.46M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-364
- 5.26%
$90.56 - $109.49 $33K - $39.9K
6.55K $715K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-696
- 9.41%
$73.02 - $90.22 $50.8K - $62.8K
6.7K $597K
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-4.03K
- 16.9%
$70.54 - $93.95 $284K - $379K
19.8K $1.86M
SCHR
Schwab Intermediate Term Us Tr

ETFs
-246
- 1.14%
$24.54 - $25.07 $6.04K - $6.17K
21.3K $533K
DMXF
Ishares Esg Advanced Msci Eafe

Technology
-3.81K
- 9.22%
$59.98 - $74.92 $229K - $286K
37.5K $2.79M
NACP
Impact Shs Fds I Tr Naacp Mino

ETFs
-288
- 4.96%
$35.22 - $43.72 $10.1K - $12.6K
5.52K $241K
JUST
Goldman Sachs ETF Tr Just Us L

ETFs
-92
- 3.48%
$70.34 - $87.93 $6.47K - $8.09K
2.55K $224K
TCHP
T Rowe Price Exchange Traded F

Technology
-728
- 10.67%
$34.07 - $45.35 $24.8K - $33K
6.09K $276K
META
Meta Platforms, Inc.

Communication Services
-157
- 18.94%
$484.66 - $738.09 $76.1K - $116K
672 $495K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-907
- 8.46%
$22.27 - $29.21 $20.2K - $26.5K
9.81K $286K
TSLA
Tesla, Inc.

Consumer Cyclical
-62
- 6.94%
$221.86 - $362.89 $13.8K - $22.5K
832 $264K
DIS
Walt Disney CO

Communication Services
-203
- 8.37%
$81.72 - $124.01 $16.6K - $25.2K
2.22K $275K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-156
- 10.54%
$416.06 - $551.64 $64.9K - $86.1K
1.32K $730K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
-786
- 1.59%
$36.02 - $41.92 $28.3K - $32.9K
48.6K $2.04M
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
-1.66K
- 6.78%
$30.87 - $39.17 $51.4K - $65.2K
22.9K $896K
AVEM
American Centy ETF Tr Avantis

ETFs
-3.06K
- 8.3%
$53.08 - $68.54 $163K - $210K
33.9K $2.32M
AVDV
American Centy ETF Tr Avantis

ETFs
-2.88K
- 8.34%
$61.76 - $79.32 $178K - $228K
31.6K $2.51M
NVDA
Nvidia Corp

Technology
-1.89K
- 21.86%
$94.31 - $157.99 $178K - $298K
6.75K $1.07M
MSFT
Microsoft Corp

Technology
-282
- 8.9%
$354.56 - $497.45 $100K - $140K
2.89K $1.44M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-394
- 0.51%
$32.66 - $40.75 $12.9K - $16.1K
77.4K $3.13M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.25K
- 2.62%
$19.1 - $23.83 $138K - $173K
270K $6.43M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-38.1K
- 7.67%
$23.4 - $29.68 $891K - $1.13M
458K $13.6M
VEA
Vanguard Ftse Developed Market

ETFs
-51.4K
- 9.26%
$45.65 - $57.01 $2.35M - $2.93M
504K $28.7M
DISV
Dimensional ETF Tr Dimensional

ETFs
-30.5K
- 6.55%
$25.93 - $32.91 $791K - $1M
435K $14.3M
Activity Summary
Buys All Purchases 26 New Holdings 9 Increased Positions 17 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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