Portfolio (Quarterly)
Guide ↗
EQ WEALTH ADVISORS, LLC
· CIK 0002047572| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 101 | GD | GENERAL DYNAMICS CORP COM | Industrials | 31 | $10K | 0.01% | SOLD |
| 102 | DD | DUPONT DE NEMOURS INC COM | Basic Materials | 256 | $10K | 0.01% | SOLD |
| 103 | PRU | PRUDENTIAL FINL INC COM | Financial Services | 89 | $10K | 0.01% | SOLD |
| 104 | CGBL | CAPITAL GROUP CORE BALANCED ETF | — | 285 | $10K | 0.01% | SOLD |
| 105 | WMB | WILLIAMS COS INC COM | Energy | 167 | $10K | 0.01% | SOLD |
| 106 | KMI | KINDER MORGAN INC DEL COM | Energy | 364 | $10K | 0.01% | SOLD |
| 107 | REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | — | 134 | $10K | 0.01% | SOLD |
| 108 | ALL | ALLSTATE CORP COM | Financial Services | 47 | $10K | 0.01% | SOLD |
| 109 | SILA | SILA REALTY TRUST INC COMMON STOCK | Real Estate | 419 | $10K | 0.01% | SOLD |
| 110 | EMR | EMERSON ELEC CO COM | Industrials | 73 | $10K | 0.01% | SOLD |
| 111 | GILD | GILEAD SCIENCES INC COM | Healthcare | 77 | $9K | 0.01% | SOLD |
| 112 | LITE | LUMENTUM HLDGS INC COM | Technology | 25 | $9K | 0.01% | SOLD |
| 113 | EDV | VANGUARD EXTENDED DURATION TREASURY ETF | — | 141 | $9K | 0.01% | SOLD |
| 114 | BUI | BLACKROCK UTILS INFRASTRUCTURE COM | Financial Services | 350 | $9K | 0.01% | SOLD |
| 115 | HPE | HEWLETT PACKARD ENTERPRISE CO COM | Technology | 374 | $9K | 0.01% | SOLD |
| 116 | DLR | DIGITAL RLTY TR INC COM | Real Estate | 57 | $9K | 0.01% | SOLD |
| 117 | GEHC | GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | Healthcare | 104 | $9K | 0.01% | SOLD |
| 118 | WELL | WELLTOWER INC COM | Real Estate | 45 | $8K | 0.01% | SOLD |
| 119 | HAS | HASBRO INC COM | Consumer Cyclical | 100 | $8K | 0.01% | SOLD |
| 120 | PGR | PROGRESSIVE CORP COM | Financial Services | 33 | $8K | 0.00% | SOLD |
Sector Allocation
Financial Services
56.8%
Technology
16.6%
Healthcare
8.7%
Consumer Cyclical
7.5%
Industrials
7.4%
Energy
3.0%