Portfolio (Quarterly)
Guide ↗
EQ WEALTH ADVISORS, LLC
· CIK 0002047572| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 61 | VZ | VERIZON COMMUNICATIONS INC COM | Communication Services | 706 | $29K | 0.02% | SOLD |
| 62 | INTC | INTEL CORP COM | Technology | 647 | $24K | 0.01% | SOLD |
| 63 | SIVR | ABRDN PHYSICAL SILVER SHARES ETF | Financial Services | 348 | $24K | 0.01% | SOLD |
| 64 | VTI | VANGUARD TOTAL STOCK MARKET ETF | — | 68 | $23K | 0.01% | SOLD |
| 65 | HYMB | STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF | — | 892 | $22K | 0.01% | SOLD |
| 66 | AEP | AMERICAN ELEC PWR CO INC COM | Utilities | 191 | $22K | 0.01% | SOLD |
| 67 | XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | — | 138 | $20K | 0.01% | SOLD |
| 68 | DVYE | ISHARES EMERGING MARKETS DIVIDEND ETF | — | 636 | $20K | 0.01% | SOLD |
| 69 | GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | — | 480 | $20K | 0.01% | SOLD |
| 70 | VTEB | VANGUARD TAX-EXEMPT BOND ETF | — | 393 | $20K | 0.01% | SOLD |
| 71 | — | POTLATCHDELTIC CORPORATION COM | — | 485 | $19K | 0.01% | SOLD |
| 72 | WBD | WARNER BROS DISCOVERY INC COM SER A | Communication Services | 669 | $19K | 0.01% | SOLD |
| 73 | XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | — | 122 | $19K | 0.01% | SOLD |
| 74 | JPM | JPMORGAN CHASE & CO. COM | Financial Services | 57 | $18K | 0.01% | SOLD |
| 75 | CTVA | CORTEVA INC COM | Basic Materials | 256 | $17K | 0.01% | SOLD |
| 76 | ORN | ORION GROUP HLDGS INC COM | Industrials | 1,700 | $17K | 0.01% | SOLD |
| 77 | DLX | DELUXE CORP COM | Communication Services | 732 | $16K | 0.01% | SOLD |
| 78 | WFC | WELLS FARGO CO NEW COM | Financial Services | 170 | $16K | 0.01% | SOLD |
| 79 | XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | — | 100 | $15K | 0.01% | SOLD |
| 80 | BND | VANGUARD TOTAL BOND MARKET ETF | — | 208 | $15K | 0.01% | SOLD |
Sector Allocation
Financial Services
56.8%
Technology
16.6%
Healthcare
8.7%
Consumer Cyclical
7.5%
Industrials
7.4%
Energy
3.0%