Equita Financial Network, Inc. Portfolio Holdings by Sector

Equita Financial Network, Inc.

$262 Million
Q3 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs VEA DFSV VCIT DISV DFEM SPTI SCHB STIP 56 stocks	$188,004 76.12% of portfolio	28	26	3	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$48,877 19.79% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1,627 0.66% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$1,475 0.6% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG 2 stocks	$1,431 0.58% of portfolio	2	-	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical LOW 1 stocks	$1,193 0.48% of portfolio	-	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$1,084 0.44% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$1,072 0.43% of portfolio	3	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$380 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts

Entertainment \| Communication Services DIS 1 stocks	$375 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$280 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$271 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$268 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology DUOL 1 stocks	$261 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$203 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Pollution & Treatment Controls \| Industrials PCT 1 stocks	$186 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials NVX 1 stocks	$12 0.0% of portfolio	-	-	-	-	0 Calls 0 Puts

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