Portfolio (Quarterly)
Guide ↗
EQ WEALTH ADVISORS, LLC
· CIK 0002047572| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 181 | — | MATIV HOLDINGS INC COM | — | 67 | $814.0 | — | SOLD |
| 182 | ACM | AECOM COM | Industrials | 8 | $763.0 | — | SOLD |
| 183 | PYPL | PAYPAL HLDGS INC COM | Financial Services | 13 | $759.0 | — | SOLD |
| 184 | APA | APA CORPORATION COM | Energy | 30 | $734.0 | — | SOLD |
| 185 | SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | — | 20 | $656.0 | — | SOLD |
| 186 | PNC | PNC FINL SVCS GROUP INC COM | Financial Services | 3 | $626.0 | — | SOLD |
| 187 | HPQ | HP INC COM | Technology | 25 | $557.0 | — | SOLD |
| 188 | GOOG | ALPHABET INC CAP STK CL C | — | 2 | $542.0 | — | SOLD |
| 189 | SCHD | SCHWAB US DIVIDEND EQUITY ETF | — | 19 | $531.0 | — | SOLD |
| 190 | — | INSTIL BIO INC COM NEW | — | 40 | $440.0 | — | SOLD |
| 191 | PTON | PELOTON INTERACTIVE INC CL A COM | Consumer Cyclical | 70 | $431.0 | — | SOLD |
| 192 | CRON | CRONOS GROUP INC COM | Healthcare | 128 | $337.0 | — | SOLD |
| 193 | RMR | RMR GROUP INC CL A | Real Estate | 20 | $301.0 | — | SOLD |
| 194 | TMV | DIREXION DAILY 20 YEAR TREASURY BEAR 3X SHARES | — | 8 | $297.0 | — | SOLD |
| 195 | LHX | L3HARRIS TECHNOLOGIES INC COM | Industrials | 1 | $294.0 | — | SOLD |
| 196 | SCHB | SCHWAB U.S. BROAD MARKET ETF | — | 9 | $236.0 | — | SOLD |
| 197 | BAC | BANK AMERICA CORP COM | Financial Services | 4 | $223.0 | — | SOLD |
| 198 | NWSA | NEWS CORP NEW CL A | Communication Services | 7 | $183.0 | — | SOLD |
| 199 | IWO | ISHARES RUSSELL 2000 GROWTH ETF | — | 1 | $166.0 | — | SOLD |
| 200 | RIG | TRANSOCEAN LTD REGISTERED SHS | Energy | 26 | $107.0 | — | SOLD |
Sector Allocation
Financial Services
56.8%
Technology
16.6%
Healthcare
8.7%
Consumer Cyclical
7.5%
Industrials
7.4%
Energy
3.0%