Equity Wealth Partners, LLC Purchases in Q4 2025

Equity Wealth Partners, LLC

  • $154 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
22.4K
+ 73.17%
$268.43 - $288.26 $6.01M - $6.45M
52.9K $14.7B
FNDX
Schwab Fundamental U S Large C

ETFs
215K
+ 114.75%
$25.68 - $26.95 $5.51M - $5.78M
401K $10.9B
VO
Vanguard Mid Cap ETF

ETFs
19.7K
+ 52.94%
$286.27 - $296.23 $5.63M - $5.82M
56.8K $16.5B
AVDE
American Centy ETF Tr Avantis

ETFs
43.3K
+ 66.09%
$77.65 - $81.2 $3.36M - $3.51M
109K $8.95B
VB
Vanguard Small Cap ETF

ETFs
13.9K
+ 84.92%
$248.1 - $260.08 $3.46M - $3.63M
30.4K $7.83B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
43.8K
+ 73.92%
$77.73 - $78.84 $3.4M - $3.45M
103K $8.02B
SPY
Spdr S&P 500 ETF Trust

ETFs
2.95K
+ 22.16%
$653.02 - $687.39 $1.93M - $2.03M
16.3K $11.1B
XLK
Technology Sector Spdr

ETFs
26.8K
+ 146.07%
$278.39 - $304.13 $7.46M - $8.15M
45.2K $6.5B
FRDM
Ea Ser Tr Freedom 100 Emerging

ETFs
14.1K
+ 47.99%
$43.89 - $49.2 $619K - $694K
43.5K $2.23B
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
16.2K
+ 59.59%
$50.33 - $50.81 $813K - $821K
43.3K $2.18B
CGCP
Capital Group Core Plus Income

ETFs
13.2K
New
$22.64 - $22.98 $299K - $304K
13.2K $299M
MA
Mastercard Inc

Financial Services
392
New
$536.85 - $580.45 $210K - $228K
392 $224M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.76K
New
$116.0 - $122.39 $205K - $216K
1.76K $213M
STRV
Ea Ser Tr Strive 500 ETF
4.32K
+ 23.15%
N/A
23K $1.01B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
137
+ 3.88%
$600.51 - $631.95 $82.3K - $86.6K
3.67K $2.3B
SCHG
Schwab Strategic Tr Us Large C

ETFs
2.32K
+ 3.45%
$31.41 - $33.69 $72.8K - $78.1K
69.5K $2.27B
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
2.07K
+ 11.41%
$50.55 - $50.74 $105K - $105K
20.2K $1.02B
SHOP
Shopify Inc.

Technology
44
+ 0.72%
$146.04 - $179.01 $6.43K - $7.88K
6.18K $995M
IDEV
Ishares Core Msci Intl Develop

ETFs
371
+ 1.78%
$79.1 - $82.39 $29.3K - $30.6K
21.3K $1.75B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
1.74K
+ 10.43%
$33.05 - $33.87 $57.5K - $58.9K
18.4K $631M
RECS
Columbia ETF Tr I

ETFs
1.52K
+ 7.32%
$39.39 - $41.32 $59.8K - $62.7K
22.3K $909M
TAXF
American Centy ETF Tr Diversif

ETFs
1.02K
+ 6.41%
$50.05 - $50.74 $50.9K - $51.6K
16.9K $850M
ASML
Asml Holding Nv

Technology
18
+ 6.98%
$936.19 - $1075.45 $16.9K - $19.4K
276 $295M
VOE
Vanguard Mid Cap Value Index F

ETFs
82
+ 0.98%
$169.53 - $176.53 $13.9K - $14.5K
8.43K $1.49B
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
469
+ 10.03%
$54.27 - $56.85 $25.5K - $26.7K
5.14K $292M
XOM
Exxon Mobil Corp

Energy
29
+ 0.83%
$110.64 - $119.78 $3.21K - $3.47K
3.54K $426M
NXST
Nexstar Media Group, Inc.

Communication Services
3
+ 0.05%
$182.18 - $204.07 $547 - $612
5.57K $1.13B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
111
+ 1.16%
$114.27 - $121.15 $12.7K - $13.4K
9.72K $1.17B
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
143
+ 1.71%
$90.99 - $95.91 $13K - $13.7K
8.5K $801M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
23
+ 0.73%
$475.68 - $513.11 $10.9K - $11.8K
3.19K $1.6B
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
1
+ 0.03%
$84.91 - $90.88 $84.9 - $90.9
3.49K $317M
BKNG
Booking Holdings Inc.

Consumer Cyclical
2
+ 2.02%
$4804.01 - $5424.55 $9.61K - $10.8K
101 $543M
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
9
+ 0.45%
$139.66 - $144.52 $1.26K - $1.3K
2K $287M
Brookfield Asset Managmt LTD
811
+ 6.5%
N/A
13.3K $696M
COST
Costco Wholesale Corp

Consumer Defensive
10
+ 2.09%
$910.94 - $954.99 $9.11K - $9.55K
488 $421M
MSFT
Microsoft Corp

Technology
10
+ 1.19%
$496.82 - $542.07 $4.97K - $5.42K
848 $410M
MELI
Mercadolibre Inc

Consumer Cyclical
9
+ 1.96%
$2024.98 - $2360.76 $18.2K - $21.2K
468 $943M
NFLX
Netflix Inc

Communication Services
2.75K
+ 734.4%
$110.29 - $1241.35 $304K - $3.42M
3.13K $293M
AXON
Axon Enterprise, Inc.

Industrials
36
+ 2.37%
$554.37 - $759.44 $20K - $27.3K
1.55K $882M
Activity Summary
Buys All Purchases 40 New Holdings 3 Increased Positions 37 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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