Eq Wealth Advisors

Eq Wealth Advisors as of Dec. 31, 2024

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