Portfolio (Quarterly)
Guide ↗
EQ WEALTH ADVISORS, LLC
· CIK 0002047572| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 81 | SLB | SLB LIMITED COM STK | Energy | 400 | $15K | 0.01% | SOLD |
| 82 | PM | PHILIP MORRIS INTL INC COM | Consumer Defensive | 95 | $15K | 0.01% | SOLD |
| 83 | — | BLOCK INC CL A | — | 230 | $15K | 0.01% | SOLD |
| 84 | CMCSA | COMCAST CORP NEW CL A | Communication Services | 482 | $14K | 0.01% | SOLD |
| 85 | CARR | CARRIER GLOBAL CORPORATION COM | Industrials | 272 | $14K | 0.01% | SOLD |
| 86 | — | FORTINET INC COM | — | 180 | $14K | 0.01% | SOLD |
| 87 | IEFA | ISHARES CORE MSCI EAFE ETF | — | 157 | $14K | 0.01% | SOLD |
| 88 | META | META PLATFORMS INC CL A | Communication Services | 21 | $14K | 0.01% | SOLD |
| 89 | TFC | TRUIST FINL CORP COM | Financial Services | 265 | $13K | 0.01% | SOLD |
| 90 | SPG | SIMON PPTY GROUP INC NEW COM | Real Estate | 70 | $13K | 0.01% | SOLD |
| 91 | MP | MP MATERIALS CORP COM CL A | Basic Materials | 250 | $13K | 0.01% | SOLD |
| 92 | — | STRATEGY INC SERIES A PERP PF | — | 151 | $12K | 0.01% | SOLD |
| 93 | MDT | MEDTRONIC PLC SHS | Healthcare | 123 | $12K | 0.01% | SOLD |
| 94 | XEL | XCEL ENERGY INC COM | Utilities | 158 | $12K | 0.01% | SOLD |
| 95 | PEG | PUBLIC SVC ENTERPRISE GRP INC COM | Utilities | 144 | $12K | 0.01% | SOLD |
| 96 | TJX | TJX COS INC NEW COM | Consumer Cyclical | 72 | $11K | 0.01% | SOLD |
| 97 | CI | THE CIGNA GROUP COM | Healthcare | 40 | $11K | 0.01% | SOLD |
| 98 | SYF | SYNCHRONY FINANCIAL COM | Financial Services | 129 | $11K | 0.01% | SOLD |
| 99 | AXP | AMERICAN EXPRESS CO COM | Financial Services | 29 | $11K | 0.01% | SOLD |
| 100 | PNW | PINNACLE WEST CAP CORP COM | Utilities | 118 | $10K | 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%