Equita Financial Network, Inc. Portfolio Holdings

Equita Financial Network, Inc. has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $274 Million distributed in 88 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 $36.2M, Vanguard Ftse Developed Market with a value of $25M, Dimensional ETF Tr Dimensional with a value of $23.3M, Vanguard Intermediate Term Cor with a value of $13.1M, and Dimensional ETF Tr Emerging Mk with a value of $12.4M.

Examining the 13F form we can see an increase of $34.3M in the current position value, from $239M to 274M.

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.