Eq Wealth Advisors

Latest statistics and disclosures from Eq Wealth Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Eq Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for Eq Wealth Advisors

Eq Wealth Advisors holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Berkshire Hathaway Inc Del Cl B Stock (BRK.B) 11.4 $12M 26k 453.28
 View chart
Capital Group U.s. Multi-sector Income Etf Etf (CGMS) 10.1 $11M 384k 27.28
 View chart
Vanguard Extended Duration Treasury Etf Etf (EDV) 7.8 $8.2M 120k 67.72
 View chart
Schwab Us Tips Etf Etf (SCHP) 7.6 $7.9M 306k 25.83
 View chart
Capital Group Growth Etf Etf (CGGR) 5.6 $5.8M 156k 37.17
 View chart
Dimensional Us Small Cap Value Etf Etf (DFSV) 5.3 $5.5M 178k 30.78
 View chart
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD) 4.9 $5.1M 198k 25.92
 View chart
Dimensional International Value Etf Etf (DFIV) 3.8 $3.9M 111k 35.48
 View chart
Ishares Gold Trust Etf (IAU) 3.5 $3.7M 74k 49.51
 View chart
Dimensional International Small Cap Value Etf Etf (DISV) 3.3 $3.5M 130k 26.57
 View chart
Dimensional Us Large Cap Value Etf Etf (DFLV) 3.1 $3.3M 109k 30.03
 View chart
Vanguard International Dividend Appreciation Etf Etf (VIGI) 2.9 $3.0M 38k 79.99
 View chart
Capital Group Short Duration Income Etf Etf (CGSD) 2.7 $2.8M 108k 25.64
 View chart
Vanguard Dividend Appreciation Etf Etf (VIG) 2.6 $2.7M 14k 195.83
 View chart
Capital Group Municipal Income Etf Etf (CGMU) 2.5 $2.6M 95k 26.92
 View chart
Invesco Ftse Rafi Us 1500 Small-mid Etf Etf (PRFZ) 1.9 $2.0M 48k 41.61
 View chart
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE) 1.8 $1.9M 66k 29.05
 View chart
Schwab Fundamental U.s. Small Company Etf Etf (FNDA) 1.8 $1.9M 64k 29.70
 View chart
Microsoft Corp Stock (MSFT) 1.8 $1.8M 4.3k 421.50
 View chart
Capital Group Global Growth Equity Etf Etf (CGGO) 1.7 $1.7M 59k 29.22
 View chart
Dimensional Emerging Markets Value Etf Etf (DFEV) 1.4 $1.5M 56k 26.21
 View chart
Schwab Fundamental International Small Equity Etf Etf (FNDC) 1.2 $1.3M 37k 34.14
 View chart
Pimco 25 Year Zero Coupon Us Treasury Index Exchange-traded Fund Etf (ZROZ) 1.1 $1.1M 16k 68.62
 View chart
Invesco S&p 500 Equal Weight Energy Etf Etf (RSPG) 1.0 $1.1M 14k 76.36
 View chart
Schwab Fundamental U.s. Large Company Etf Etf (FNDX) 0.9 $897k 38k 23.68
 View chart
Schwab Long-term U.s. Treasury Etf Etf (SCHQ) 0.9 $895k 29k 31.43
 View chart
Grayscale Bitcoin Mini Trust Etf Etf 0.8 $803k 19k 41.87
 View chart
Capital Group Core Plus Income Etf Etf (CGCP) 0.6 $642k 29k 22.20
 View chart
Mcdonalds Corp Stock (MCD) 0.4 $464k 1.6k 289.89
 View chart
Schwab Fundamental International Equity Etf Etf (FNDF) 0.4 $432k 13k 33.21
 View chart
Exxon Mobil Corp Stock (XOM) 0.4 $417k 3.9k 107.56
 View chart
Apple Stock (AAPL) 0.4 $406k 1.6k 250.42
 View chart
Vanguard Short-term Corporate Bond Etf Etf (VCSH) 0.4 $376k 4.8k 78.00
 View chart
Amazon Stock (AMZN) 0.4 $372k 1.7k 219.39
 View chart
Csx Corp Stock (CSX) 0.4 $365k 11k 32.27
 View chart
Tesla Stock (TSLA) 0.3 $343k 849.00 403.84
 View chart
Ishares Tips Bond Etf Etf (TIP) 0.3 $336k 3.1k 106.55
 View chart
Capital Group New Geography Equity Etf Etf (CGNG) 0.3 $300k 12k 24.77
 View chart
Chevron Corp Stock (CVX) 0.3 $288k 2.0k 144.84
 View chart
Nuveen Mun High Income Opportu Cef (NMZ) 0.3 $280k 26k 10.81
 View chart
Capital Group Core Bond Etf Etf (CGCB) 0.2 $245k 9.5k 25.79
 View chart
Spdr Gold Shares Etf (GLD) 0.2 $235k 972.00 242.13
 View chart
Ishares Core S&p 500 Etf Etf (IVV) 0.2 $231k 393.00 588.68
 View chart
Abbvie Stock (ABBV) 0.2 $231k 1.3k 177.70
 View chart
Invesco Ftse Rafi Us 1000 Etf Etf (PRF) 0.2 $223k 5.5k 40.34
 View chart
Nuveen Municipal Credit Inc Fd Com Sh Ben Int Cef (NZF) 0.2 $215k 18k 12.17
 View chart
Schwab 5-10 Year Corporate Bond Etf Etf (SCHI) 0.2 $213k 9.6k 22.07
 View chart
Eli Lilly & Co Stock (LLY) 0.2 $203k 263.00 772.00
 View chart
Oracle Corp Stock (ORCL) 0.2 $160k 76k 2.10
 View chart
Energy Transfer L P Com Ut Ltd Ptn Stock (ET) 0.0 $16k 16k 1.00
 View chart

Past Filings by Eq Wealth Advisors

SEC 13F filings are viewable for Eq Wealth Advisors going back to 2024