Equius Partners, Inc. Portfolio Holdings by Sector
Equius Partners, Inc.
- $322 Million
- Q4 2022
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
DFUV DFAT DFIV DFUS DISV DFSV DFAS VOO 17 stocks |
$320 Million
99.33% of portfolio
|
  10  
|
  4  
|
  6  
|
- |
0
Calls
0
Puts
|
Education & Training Services | Consumer Defensive
TWOU 1 stocks |
$819,614
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$253,883
0.08% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$231,102
0.07% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$209,243
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
AMGN 1 stocks |
$206,698
0.06% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
CMPO 1 stocks |
$193,503
0.06% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
PTY 1 stocks |
$151,618
0.05% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
BHG 1 stocks |
$54,157
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
KBNT 1 stocks |
$30,776
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|