Equita Financial Network, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Million distributed in 86 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 $39.2M, Vanguard Ftse Developed Market with a value of $28.2M, Dimensional ETF Tr Dimensional with a value of $24.5M, Vanguard Intermediate Term Cor with a value of $15.2M, and Dimensional ETF Tr Dimensional with a value of $13.6M.

Examining the 13F form we can see an increase of $8.76M in the current position value, from $274M to 283M.

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 $283 Million
ETFs: $258 Million
Technology: $3.96 Million
Consumer Cyclical: $2.45 Million
Real Estate: $1.27 Million
Communication Services: $996,000
Financial Services: $803,000
Healthcare: $698,000
Energy: $234,000
Other: $0

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 86
  • Current Value $283 Million
  • Prior Value $274 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 40 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
Track This Portfolio

Track Equita Financial Network, Inc. Portfolio

Follow Equita Financial Network, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Equita Financial Network, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Equita Financial Network, Inc. with notifications on news.