Equity Wealth Partners, LLC New Holdings in Q3 2025

Equity Wealth Partners, LLC

  • $123 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VO
Vanguard Mid Cap ETF

ETFs
37.1K
New
$279.83 - $293.74 $10.4M - $10.9M
37.1K $10.9B
SPY
Spdr S&P 500 ETF Trust

ETFs
13.3K
New
$617.65 - $666.84 $8.23M - $8.88M
13.3K $8.88B
IWY
Ishares Tr Russell 200 Growth

ETFs
30.6K
New
$243.93 - $275.62 $7.46M - $8.43M
30.6K $8.37B
XLK
Technology Sector Spdr

ETFs
18.4K
New
$250.97 - $282.66 $4.61M - $5.19M
18.4K $5.17B
AVDE
American Centy ETF Tr Avantis

ETFs
65.5K
New
$73.24 - $79.04 $4.79M - $5.17M
65.5K $5.16B
FNDX
Schwab Fundamental U S Large C

ETFs
187K
New
$24.38 - $26.34 $4.56M - $4.92M
187K $4.92B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
170K
New
$26.38 - $27.95 $4.48M - $4.75M
170K $4.64B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
59.2K
New
$76.16 - $78.59 $4.51M - $4.65M
59.2K $4.62B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
43.9K
New
$97.75 - $100.75 $4.29M - $4.43M
43.9K $4.4B
VB
Vanguard Small Cap ETF

ETFs
16.4K
New
$237.58 - $259.17 $3.9M - $4.25M
16.4K $4.17B
VIG
Vanguard Dividend Appreciation

ETFs
12.1K
New
N/A
12.1K $2.62B
NVDA
Nvidia Corp

Technology
13.1K
New
$153.3 - $186.58 $2.01M - $2.44M
13.1K $2.44B
VUG
Vanguard Growth ETF

ETFs
4.64K
New
$433.97 - $484.08 $2.01M - $2.24M
4.64K $2.22B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.53K
New
$567.77 - $614.76 $2M - $2.17M
3.53K $2.16B
SCHG
Schwab Strategic Tr Us Large C

ETFs
67.2K
New
$28.92 - $32.19 $1.94M - $2.16M
67.2K $2.14B
AVLV
American Centy ETF Tr Avantis
26.4K
New
$68.33 - $72.69 $1.81M - $1.92M
26.4K $1.91B
AMP
Ameriprise Financial Inc

Financial Services
3.62K
New
$486.13 - $544.55 $1.76M - $1.97M
3.62K $1.78B
AVUV
American Centy ETF Tr Avantis

ETFs
17.7K
New
$90.37 - $102.12 $1.6M - $1.81M
17.7K $1.76B
IDEV
Ishares Core Msci Intl Develop

ETFs
20.9K
New
$74.68 - $80.26 $1.56M - $1.68M
20.9K $1.67B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.16K
New
$459.11 - $506.91 $1.45M - $1.6M
3.16K $1.59B
QQQM
Invesco Exchange Traded Fd Tr

ETFs
6.15K
New
$225.11 - $247.9 $1.39M - $1.53M
6.15K $1.52B
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
17.8K
New
$79.89 - $83.25 $1.42M - $1.48M
17.8K $1.47B
VTV
Vanguard Value ETF

ETFs
7.84K
New
$175.51 - $186.57 $1.38M - $1.46M
7.84K $1.46B
VOE
Vanguard Mid Cap Value Index F

ETFs
8.35K
New
$164.63 - $174.58 $1.37M - $1.46M
8.35K $1.46B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
27.1K
New
$49.09 - $50.58 $1.33M - $1.37M
27.1K $1.37B
PLTR
Palantir Technologies Inc.

Technology
7.32K
New
$130.68 - $186.97 $957K - $1.37M
7.32K $1.34B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
29.4K
New
$40.04 - $45.11 $1.18M - $1.33M
29.4K $1.3B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
9.61K
New
$108.46 - $120.63 $1.04M - $1.16M
9.61K $1.14B
NXST
Nexstar Media Group, Inc.

Communication Services
5.57K
New
$176.71 - $211.31 $984K - $1.18M
5.57K $1.1B
AXON
Axon Enterprise, Inc.

Industrials
1.52K
New
$698.02 - $870.97 $1.06M - $1.32M
1.52K $1.09B
IVV
Ishares Core S&P 500 ETF

ETFs
1.61K
New
$620.67 - $670.08 $999K - $1.08M
1.61K $1.08B
MELI
Mercadolibre Inc

Consumer Cyclical
459
New
$2292.04 - $2514.05 $1.05M - $1.15M
459 $1.07B
AMZN
Amazon Com Inc

Consumer Cyclical
4.63K
New
$211.65 - $238.24 $980K - $1.1M
4.63K $1.02B
AAPL
Apple Inc.

Technology
3.93K
New
$202.38 - $256.87 $795K - $1.01M
3.93K $1B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
12.6K
New
$73.94 - $78.51 $931K - $989K
12.6K $978M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
18.1K
New
$50.53 - $50.82 $916K - $921K
18.1K $920M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
15.9K
New
$55.15 - $58.11 $878K - $925K
15.9K $915M
SHOP
Shopify Inc.

Technology
6.14K
New
$112.11 - $157.12 $688K - $965K
6.14K $912M
RECS
Columbia ETF Tr I

ETFs
20.7K
New
$36.82 - $40.35 $764K - $837K
20.7K $837M
STRV
Ea Ser Tr Strive 500 ETF
18.7K
New
N/A
18.7K $806M
TAXF
American Centy ETF Tr Diversif

ETFs
15.9K
New
$48.42 - $50.27 $768K - $797K
15.9K $797M
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
8.36K
New
$87.69 - $96.0 $733K - $803K
8.36K $788M
HON
Honeywell International Inc

Industrials
3.59K
New
$207.7 - $240.4 $746K - $863K
3.59K $756M
Brookfield Asset Managmt LTD
12.5K
New
N/A
12.5K $710M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
4.68K
New
$132.9 - $142.03 $621K - $664K
4.68K $659M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
16.7K
New
$31.79 - $33.42 $530K - $557K
16.7K $557M
BKNG
Booking Holdings Inc.

Consumer Cyclical
99
New
$5364.25 - $5815.92 $531K - $576K
99 $536M
AVGO
Broadcom Inc.

Technology
1.39K
New
$264.74 - $369.57 $367K - $513K
1.39K $458M
NFLX
Netflix Inc

Communication Services
375
New
$1147.87 - $1297.18 $430K - $486K
375 $450M
Activity Summary
Buys All Purchases 80 New Holdings 80 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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