Equius Partners, Inc. Portfolio Holdings
Equius Partners, Inc.
- $322 Million
- Q4 2022
Equius Partners, Inc. has filed its 13F form on January 27, 2023 for Q4 2022 where it was disclosed a total value porftolio of $322 Million distributed in 28 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr Us Marketwi with a value of $99.4M, Dimensional ETF Tr U S Target with a value of $91.1M, Dimensional ETF Tr with a value of $59.3M, Dimensional ETF Tr U S Equity with a value of $44.7M, and Dimensional ETF Tr Dimensional with a value of $11M.
Examining the 13F form we can see an increase of $43.9M in the current position value, from $278M to 322M.
Below you can find more details about Equius Partners, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$322 Million
ETFs: $320 Billion
Consumer Defensive: $820 Million
Industrials: $425 Million
Technology: $285 Million
Healthcare: $261 Million
Consumer Cyclical: $209 Million
Financial Services: $152 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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