Eq Wealth Advisors, LLC Portfolio Holdings by Sector

Eq Wealth Advisors, LLC

$126 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs SCHP EDV CGGR DFSV DFIV DISV IAU VIGI 83 stocks	$71.9 Million 76.0% of portfolio	70	11	56	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$14.1 Million 14.93% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT ORCL ADBE FTNT NLOK PLTR 6 stocks	$1.86 Million 1.97% of portfolio	5	-	4	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare ABBV AMGN LLY PFE JNJ BMY MRK OGN 8 stocks	$965,059 1.02% of portfolio	6	-	6	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$734,818 0.78% of portfolio	1	1	-	-	0 Calls 0 Puts
Asset Management \| Financial Services NMZ NZF NUV PDI BUI 5 stocks	$592,674 0.63% of portfolio	3	-	3	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD YUM YUMC SBUX 4 stocks	$551,576 0.58% of portfolio	3	-	3	-	0 Calls 0 Puts
Railroads \| Industrials CSX NSC WAB 3 stocks	$416,874 0.44% of portfolio	2	-	2	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$359,851 0.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX NOC LMT LHX 4 stocks	$347,537 0.37% of portfolio	4	-	4	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$322,681 0.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare ABC 1 stocks	$199,112 0.21% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO INTC RMBS NXPI QCOM TXN 7 stocks	$181,229 0.19% of portfolio	7	-	7	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT EW AVNS 3 stocks	$175,980 0.19% of portfolio	3	-	3	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ROK GE ETN OTIS PNR RRX IR 7 stocks	$174,405 0.18% of portfolio	7	-	7	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy MTDR EOG RRC COP APA OBE 6 stocks	$145,783 0.15% of portfolio	6	-	6	-	0 Calls 0 Puts
Telecom Services \| Communication Services T VZ CMCSA TMUS 4 stocks	$137,671 0.15% of portfolio	4	-	4	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP KO 2 stocks	$123,833 0.13% of portfolio	2	-	2	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive KMB PG 2 stocks	$120,934 0.13% of portfolio	2	-	2	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE AEP PNW PCG NEE SO 6 stocks	$117,557 0.12% of portfolio	6	-	6	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy OKE ET MPLX 3 stocks	$96,518 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Application \| Technology MSTR DOCU NOW WDAY UBER 5 stocks	$94,400 0.1% of portfolio	5	-	5	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR H 2 stocks	$91,244 0.1% of portfolio	2	-	2	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG META 3 stocks	$76,904 0.08% of portfolio	3	-	3	-	0 Calls 0 Puts
Credit Services \| Financial Services AXP V PYPL SOFI 4 stocks	$74,380 0.08% of portfolio	4	-	4	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM CDW KD FISV 4 stocks	$74,262 0.08% of portfolio	4	-	4	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive K GIS 2 stocks	$49,495 0.05% of portfolio	2	-	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$40,196 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
Conglomerates \| Industrials MMM HON 2 stocks	$37,562 0.04% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate LXP PLD 2 stocks	$33,074 0.03% of portfolio	2	-	2	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB HAL BKR 3 stocks	$31,549 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare CI UNH ELV 3 stocks	$28,163 0.03% of portfolio	3	-	3	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$24,437 0.03% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Life \| Financial Services PRU LNC 2 stocks	$22,476 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
REIT—Specialty \| Real Estate PCH 1 stocks	$21,883 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials DD CC 2 stocks	$20,742 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Entertainment \| Communication Services WBD DIS NWSA 3 stocks	$20,575 0.02% of portfolio	3	-	3	-	0 Calls 0 Puts
Agricultural Inputs \| Basic Materials CTVA 1 stocks	$19,949 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive PM MO 2 stocks	$18,380 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials CARR 1 stocks	$17,245 0.02% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services WFC BAC 2 stocks	$14,385 0.02% of portfolio	2	-	2	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS SCHW LPLA 3 stocks	$13,002 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX REGN UTHR MRNA 4 stocks	$12,469 0.01% of portfolio	4	-	4	-	0 Calls 0 Puts
Advertising Agencies \| Communication Services DLX 1 stocks	$11,573 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services PGR TRV 2 stocks	$10,397 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Engineering & Construction \| Industrials ORN ACM MTZ 3 stocks	$10,333 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$8,940 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$8,245 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare VTRS ZTS CRON 3 stocks	$7,733 0.01% of portfolio	3	-	3	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare WAT TMO ILMN DHR 4 stocks	$7,008 0.01% of portfolio	4	-	4	-	0 Calls 0 Puts
REIT—Retail \| Real Estate MAC 1 stocks	$7,005 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$6,597 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Leisure \| Consumer Cyclical HAS PTON 2 stocks	$6,591 0.01% of portfolio	2	-	2	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$5,093 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO 1 stocks	$3,813 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$3,110 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials PCAR 1 stocks	$2,726 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services WTW 1 stocks	$2,366 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Airlines \| Industrials DAL 1 stocks	$2,354 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$2,095 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology KLAC 1 stocks	$2,039 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Uranium \| Energy CCJ 1 stocks	$1,976 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Computer Hardware \| Technology WDC QUBT 2 stocks	$1,407 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Banks—Regional \| Financial Services PNC CBSH 2 stocks	$963 0.0% of portfolio	2	-	2	-	0 Calls 0 Puts
Consulting Services \| Industrials BAH 1 stocks	$941 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Rental & Leasing Services \| Industrials URI 1 stocks	$627 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Metal Fabrication \| Industrials ATI 1 stocks	$520 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Paper & Paper Products \| Basic Materials MATV 1 stocks	$417 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Real Estate Services \| Real Estate RMR 1 stocks	$335 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy VLO 1 stocks	$264 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Drilling \| Energy RIG 1 stocks	$82 0.0% of portfolio	1	-	1	-	0 Calls 0 Puts

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Eq Wealth Advisors, LLC Portfolio Holdings by Sector

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