Portfolio (Quarterly)
Guide ↗
EQ WEALTH ADVISORS, LLC
· CIK 0002047572| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | MSTR | STRATEGY INC CL A NEW | Technology | 307 | $47K | 0.03% | SOLD |
| 42 | LMT | LOCKHEED MARTIN CORP COM | Industrials | 96 | $46K | 0.03% | SOLD |
| 43 | YUM | YUM BRANDS INC COM | Consumer Cyclical | 306 | $46K | 0.03% | SOLD |
| 44 | RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | — | 227 | $43K | 0.03% | SOLD |
| 45 | EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | — | 441 | $42K | 0.03% | SOLD |
| 46 | WMT | WALMART INC COM | Consumer Defensive | 370 | $41K | 0.02% | SOLD |
| 47 | LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | — | 373 | $41K | 0.02% | SOLD |
| 48 | MMM | 3M CO COM | Industrials | 250 | $40K | 0.02% | SOLD |
| 49 | HDV | ISHARES CORE HIGH DIVIDEND ETF | — | 328 | $40K | 0.02% | SOLD |
| 50 | XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | — | 709 | $39K | 0.02% | SOLD |
| 51 | VCR | VANGUARD CONSUMER DISCRETIONARY ETF | — | 98 | $39K | 0.02% | SOLD |
| 52 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | — | 80 | $38K | 0.02% | SOLD |
| 53 | XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | — | 852 | $36K | 0.02% | SOLD |
| 54 | — | LXP INDUSTRIAL TRUST COM | — | 692 | $34K | 0.02% | SOLD |
| 55 | BMY | BRISTOL-MYERS SQUIBB CO COM | Healthcare | 600 | $32K | 0.02% | SOLD |
| 56 | MPLX | MPLX LP COM UNIT REP LTD | Energy | 594 | $32K | 0.02% | SOLD |
| 57 | CSCO | CISCO SYS INC COM | Technology | 396 | $31K | 0.02% | SOLD |
| 58 | CGSM | CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | — | 1,154 | $30K | 0.02% | SOLD |
| 59 | SDVY | FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF | — | 781 | $30K | 0.02% | SOLD |
| 60 | JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | — | 504 | $29K | 0.02% | SOLD |
Sector Allocation
Financial Services
56.8%
Technology
16.6%
Healthcare
8.7%
Consumer Cyclical
7.5%
Industrials
7.4%
Energy
3.0%