Eq Wealth Advisors, LLC Purchases and Sells in Q1 2025

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	351 + 1.34%	$442.66 - $534.52 $155K - $188K	26.5K $14.1B
DFIV	35.9K + 32.37%	$35.33 - $40.77 $1.27M - $1.47M	147K $5.78B
PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND	61.5K + 31.07%	N/A	259K $6.83B
SCHP	45.9K + 15.02%	$25.69 - $26.89 $1.18M - $1.24M	352K $9.46B
DISV	34K + 26.15%	$26.09 - $30.21 $887K - $1.03M	164K $4.78B
DIMENSIONAL US LARGE CAP VALUE ETF	39.2K + 36.02%	N/A	148K $4.53B

New Holdings

230 operations

Stock	Shares change	Price Range	Shares Held	Trade History
STIP	4.61K New	$100.59 - $103.47 $464K - $477K	4.61K $477M
AMGN	700 New	$258.59 - $327.36 $181K - $229K	700 $218M
ABC	716 New	N/A	716 $199M
RTX	1.46K New	$114.1 - $135.66 $167K - $198K	1.46K $194M
ABT	1.3K New	$111.1 - $140.22 $144K - $182K	1.3K $172M
MFDX	5.32K New	$29.14 - $32.97 $155K - $175K	5.32K $170M

Top Sells

Reduced Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FNDA	-3.66K - 5.7%	$26.87 - $30.99 $98.3K - $113K	60.5K $1.66B
PRFZ	-174 - 0.36%	$37.35 - $43.35 $6.5K - $7.54K	47.7K $1.81B
IVV	-312 - 79.39%	$554.06 - $615.85 $173K - $192K	81 $45.5M
FNDX	-4.58K - 12.08%	$23.03 - $25.01 $105K - $114K	33.3K $787M
SCHQ	-4.07K - 14.3%	$30.72 - $33.22 $125K - $135K	24.4K $800M
SCHI	-1.87K - 19.35%	$21.77 - $22.56 $40.6K - $42.1K	7.78K $175M

Activity Summary All Purchases 254 New Holdings 230 Increased Positions 24 All Sells 13 Reductions 13 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Eq Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eq Wealth Advisors, LLC with notifications on news.