Equita Financial Network, Inc. Incresed Positions in Q4 2024

Equita Financial Network, Inc.

  • $274 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
5.8K
+ 4.53%
$280.04 - $302.45 $1.62M - $1.75M
134K $38.8M
DFSV
Dimensional ETF Tr Dimensional

ETFs
29.6K
+ 3.91%
$30.18 - $33.87 $892K - $1M
785K $24.2M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.52K
+ 56.63%
$521.84 - $558.82 $792K - $848K
4.2K $2.26M
VCIT
Vanguard Intermediate Term Cor

ETFs
13.2K
+ 8.41%
$80.13 - $83.77 $1.05M - $1.1M
170K $13.6M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
3.5K
+ 6.54%
$100.24 - $101.35 $351K - $355K
57.1K $5.74M
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
9.23K
+ 6.01%
$51.58 - $52.91 $476K - $488K
163K $8.42M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
21.3K
+ 7.23%
$27.8 - $29.05 $591K - $618K
316K $8.8M
SUB
Ishares Short Term National Mu

ETFs
2.16K
+ 6.92%
$104.94 - $106.2 $226K - $229K
33.3K $3.51M
MGC
Vanguard Mega Cap ETF

ETFs
29
+ 0.09%
$204.21 - $220.18 $5.92K - $6.39K
31.7K $6.73M
AAPL
Apple Inc.

Technology
383
+ 8.99%
$221.69 - $259.02 $84.9K - $99.2K
4.65K $1.16M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.36K
+ 41.43%
$61.68 - $67.87 $145K - $160K
8.04K $500K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
2.73K
+ 23.7%
$51.33 - $53.74 $140K - $147K
14.3K $734K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.34K
+ 3.48%
$77.86 - $79.27 $182K - $185K
69.6K $5.43M
SPY
Spdr S&P 500 ETF Trust

ETFs
12
+ 0.28%
$567.81 - $607.81 $6.81K - $7.29K
4.26K $2.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
559
+ 19.15%
$113.92 - $127.38 $63.7K - $71.2K
3.48K $400K
SCHR
Schwab Intermediate Term Us Tr

ETFs
15K
+ 128.76%
$24.19 - $50.58 $362K - $757K
26.6K $646K
JPM
Jpmorgan Chase & CO

Financial Services
88
+ 8.22%
$205.18 - $250.29 $18.1K - $22K
1.16K $277K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.15K
+ 5.81%
$51.54 - $52.55 $59.1K - $60.2K
20.9K $1.08M
XLK
Technology Sector Spdr

ETFs
125
+ 9.84%
$220.26 - $241.44 $27.5K - $30.2K
1.4K $324K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.23K
+ 5.18%
$41.74 - $46.2 $51.2K - $56.6K
24.9K $1.04M
MSFT
Microsoft Corp

Technology
107
+ 4.96%
$406.35 - $454.46 $43.5K - $48.6K
2.27K $954K
TDVG
T Rowe Price Exchange Traded F

Technology
821
+ 4.94%
$39.51 - $41.92 $32.4K - $34.4K
17.4K $690K
VB
Vanguard Small Cap ETF

ETFs
2
+ 0.1%
$233.76 - $261.58 $468 - $523
1.95K $467K
IFRA
Ishares Tr

ETFs
139
+ 2.67%
$45.94 - $51.71 $6.39K - $7.19K
5.34K $247K
VO
Vanguard Mid Cap ETF

ETFs
6
+ 0.3%
$261.5 - $284.63 $1.57K - $1.71K
1.98K $521K
VCEB
Vanguard World Fd Esg U S Corp

ETFs
158
+ 3.81%
$61.87 - $64.86 $9.78K - $10.2K
4.31K $266K
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
1.65K
+ 8.07%
$33.39 - $37.66 $55.1K - $62.1K
22.1K $737K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
180K
+ 192.66%
$22.01 - $66.82 $3.97M - $12.1M
274K $6.22M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.35K
+ 8.33%
$44.04 - $49.49 $235K - $265K
69.5K $3.06M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
8
+ 0.13%
$46.52 - $48.32 $372 - $387
6.31K $294K
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.15K
+ 4.98%
$38.96 - $43.28 $83.6K - $92.8K
45.2K $1.78M
SCHG
Schwab Strategic Tr Us Large C

ETFs
7.61K
+ 244.1%
$25.93 - $105.3 $197K - $801K
10.7K $299K
LOW
Lowes Companies Inc

Consumer Cyclical
93
+ 1.9%
$244.52 - $284.07 $22.7K - $26.4K
5K $1.23M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
5.04K
+ 6.31%
$34.13 - $37.35 $172K - $188K
84.9K $2.9M
AVEM
American Centy ETF Tr Avantis

ETFs
1.19K
+ 3.19%
$58.59 - $66.14 $69.5K - $78.5K
38.4K $2.26M
DMXF
Ishares Esg Advanced Msci Eafe

Technology
1.76K
+ 4.97%
$64.62 - $71.43 $114K - $126K
37.2K $2.4M
AVRE
American Centy ETF Tr Avantis
9.94K
+ 6.71%
$41.03 - $46.91 $408K - $466K
158K $6.62M
DISV
Dimensional ETF Tr Dimensional

ETFs
22.7K
+ 5.61%
$26.18 - $28.77 $594K - $653K
427K $11.3M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
17K
+ 3.88%
$26.16 - $28.82 $445K - $491K
456K $11.9M
Dimensional ETF Trust
339
+ 1.29%
N/A
26.7K $0
VEA
Vanguard Ftse Developed Market

ETFs
31.6K
+ 6.69%
$47.57 - $52.44 $1.5M - $1.66M
504K $24.1M
Activity Summary
Buys All Purchases 45 New Holdings 3 Increased Positions 42 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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