Equita Financial Network, Inc. Portfolio Holdings by Sector

Equita Financial Network, Inc.

$245 Million
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA DFSV VCIT DISV DFEM SPTI MUNI SCHB 53 stocks	$179,872 77.66% of portfolio	13	36	4	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$42,846 18.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,436 0.62% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1,346 0.58% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG 2 stocks	$1,104 0.48% of portfolio	1	1	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$1,101 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,059 0.46% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$695 0.3% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL 1 stocks	$549 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$386 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$278 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS 1 stocks	$275 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$264 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$212 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT 1 stocks	$193 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVX 1 stocks	$10 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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