Equita Financial Network, Inc. Incresed Positions in Q3 2025

Equita Financial Network, Inc.

  • $262 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
7.97K
+ 5.65%
$303.93 - $329.86 $2.42M - $2.63M
149K $48.9M
VEA
Vanguard Ftse Developed Market

ETFs
12.5K
+ 2.48%
$56.02 - $60.3 $699K - $752K
517K $31M
VCIT
Vanguard Intermediate Term Cor

ETFs
18.3K
+ 10.29%
$81.75 - $84.54 $1.5M - $1.55M
197K $16.5M
DISV
Dimensional ETF Tr Dimensional

ETFs
10.1K
+ 2.33%
$32.78 - $35.79 $332K - $362K
445K $15.9M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
8.79K
+ 1.92%
$29.55 - $32.52 $260K - $286K
467K $15M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
42.9K
+ 12.39%
$28.38 - $29.05 $1.22M - $1.25M
389K $11.2M
AVRE
American Centy ETF Tr Avantis
18.5K
+ 10.89%
$43.53 - $45.34 $805K - $839K
188K $8.37M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
991
+ 19.66%
$567.77 - $614.76 $563K - $609K
6.03K $3.69M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.61K
+ 11.08%
$102.4 - $103.88 $676K - $686K
66.3K $6.85M
NYF
Ishares New York Muni Bond ETF

ETFs
11.5K
+ 49.88%
$51.6 - $53.44 $594K - $615K
34.6K $1.84M
AMZN
Amazon Com Inc

Consumer Cyclical
1.34K
+ 41.93%
$211.65 - $238.24 $284K - $320K
4.55K $998K
QQQ
Invesco Qqq Trust, Series 1

ETFs
295
+ 22.28%
$546.99 - $602.2 $161K - $178K
1.62K $971K
NVDA
Nvidia Corp

Technology
253
+ 3.75%
$153.3 - $186.58 $38.8K - $47.2K
7K $1.31M
VCEB
Vanguard World Fd Esg U S Corp

ETFs
3.54K
+ 37.73%
$62.49 - $64.56 $221K - $229K
12.9K $830K
BGRN
Ishares Trust Ishares Usd Gre

ETFs
4.73K
+ 38.14%
$47.21 - $48.3 $223K - $229K
17.1K $824K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
1.64K
+ 1.29%
$50.9 - $52.37 $83.2K - $85.6K
128K $6.7M
SUB
Ishares Short Term National Mu

ETFs
1.77K
+ 6.55%
$106.17 - $107.3 $187K - $189K
28.7K $3.06M
IVV
Ishares Core S&P 500 ETF

ETFs
201
+ 26.87%
$620.67 - $670.08 $125K - $135K
949 $635K
TSLA
Tesla, Inc.

Consumer Cyclical
23
+ 2.76%
$293.94 - $444.72 $6.76K - $10.2K
855 $380K
DIS
Walt Disney CO

Communication Services
1.06K
+ 47.82%
$112.25 - $124.0 $119K - $132K
3.28K $375K
GOOGL
Alphabet Inc.

Communication Services
95
+ 8.36%
$174.36 - $254.72 $16.6K - $24.2K
1.23K $299K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
918
+ 8.73%
$49.43 - $54.52 $45.4K - $50K
11.4K $619K
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
3K
+ 35.05%
$25.0 - $25.33 $75K - $76K
11.6K $292K
IEMG
Ishares Inc

ETFs
1.2K
+ 9.19%
N/A
14.2K $762K
TDVG
T Rowe Price Exchange Traded F

Technology
475
+ 3.04%
$42.05 - $43.96 $20K - $20.9K
16.1K $708K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
92
+ 0.87%
$62.09 - $66.51 $5.71K - $6.12K
10.7K $697K
TCHP
T Rowe Price Exchange Traded F

Technology
265
+ 4.35%
$44.9 - $49.35 $11.9K - $13.1K
6.36K $310K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
71
+ 1.06%
$87.05 - $93.19 $6.18K - $6.62K
6.77K $629K
CPNG
Coupang, Inc.

Consumer Cyclical
6
+ 0.04%
$27.67 - $33.53 $166 - $201
13.4K $433K
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
85
+ 1.19%
$41.34 - $45.65 $3.51K - $3.88K
7.24K $326K
DFIS
Dimensional ETF Tr Dimensional

ETFs
108
+ 0.92%
$29.65 - $31.77 $3.2K - $3.43K
11.8K $373K
META
Meta Platforms, Inc.

Communication Services
34
+ 5.06%
$695.21 - $791.73 $23.6K - $26.9K
706 $518K
IWD
Ishares Russell 1000 Val ETF

ETFs
4
+ 0.3%
$192.76 - $203.86 $771 - $815
1.33K $271K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
33
+ 0.33%
$21.69 - $23.34 $716 - $770
9.96K $231K
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
84
+ 2.18%
$86.07 - $90.74 $7.23K - $7.62K
3.94K $352K
Dimensional ETF Trust
7.5K
+ 155.26%
N/A
12.3K $0
DFSU
Dimensional ETF Tr Dimen Us Su
11.9K
+ 15.12%
N/A
90.9K $0
DFSI
Dimensional ETF Tr Dimen Intl
11.7K
+ 36.77%
N/A
43.6K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
8.47K
+ 66.47%
N/A
21.2K $0
Activity Summary
Buys All Purchases 50 New Holdings 10 Increased Positions 40 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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