Portfolio (Quarterly)
Guide ↗
EQ WEALTH ADVISORS, LLC
· CIK 0002047572| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | GE | GE AEROSPACE COM NEW | Industrials | 312 | $96K | 0.06% | SOLD |
| 22 | IBM | INTERNATIONAL BUSINESS MACHS COM | Technology | 324 | $96K | 0.06% | SOLD |
| 23 | QQQ | INVESCO QQQ TRUST SERIES I | Financial Services | 135 | $83K | 0.05% | SOLD |
| 24 | VDE | VANGUARD ENERGY ETF | — | 654 | $82K | 0.05% | SOLD |
| 25 | KMB | KIMBERLY-CLARK CORP COM | Consumer Defensive | 800 | $81K | 0.05% | SOLD |
| 26 | DFAR | DIMENSIONAL US REAL ESTATE ETF | — | 3,365 | $77K | 0.04% | SOLD |
| 27 | AEE | AMEREN CORP COM | Utilities | 721 | $72K | 0.04% | SOLD |
| 28 | T | AT&T INC COM | Communication Services | 2,880 | $72K | 0.04% | SOLD |
| 29 | GDX | VANECK GOLD MINERS ETF | — | 817 | $70K | 0.04% | SOLD |
| 30 | ESGE | ISHARES ESG AWARE MSCI EM ETF | — | 1,581 | $70K | 0.04% | SOLD |
| 31 | AVGO | BROADCOM INC COM | Technology | 190 | $66K | 0.04% | SOLD |
| 32 | DFAE | DIMENSIONAL EMERGING CORE EQUITY MARKET ETF | — | 2,001 | $65K | 0.04% | SOLD |
| 33 | NUSC | NUVEEN ESG SMALL-CAP ETF | — | 1,392 | $62K | 0.04% | SOLD |
| 34 | IWD | ISHARES RUSSELL 1000 VALUE ETF | — | 293 | $62K | 0.04% | SOLD |
| 35 | OKE | ONEOK INC NEW COM | Energy | 810 | $60K | 0.04% | SOLD |
| 36 | IWR | ISHARES RUSSELL MIDCAP ETF | — | 604 | $58K | 0.03% | SOLD |
| 37 | IVV | ISHARES CORE S&P 500 ETF | — | 81 | $55K | 0.03% | SOLD |
| 38 | GEV | GE VERNOVA INC COM | Utilities | 78 | $51K | 0.03% | SOLD |
| 39 | EYLD | CAMBRIA EMERGING SHAREHOLDER YIELD ETF | — | 1,269 | $49K | 0.03% | SOLD |
| 40 | NUV | NUVEEN MUN VALUE FD INC COM | Financial Services | 5,177 | $47K | 0.03% | SOLD |
Sector Allocation
Financial Services
56.8%
Technology
16.6%
Healthcare
8.7%
Consumer Cyclical
7.5%
Industrials
7.4%
Energy
3.0%