Portfolio (Quarterly)
Guide ↗
EQ WEALTH ADVISORS, LLC
· CIK 0002047572| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 121 | BLK | BLACKROCK INC COM | Financial Services | 7 | $7K | 0.00% | SOLD |
| 122 | VTRS | VIATRIS INC COM | Healthcare | 597 | $7K | 0.00% | SOLD |
| 123 | FCX | FREEPORT-MCMORAN INC CL B | Basic Materials | 146 | $7K | 0.00% | SOLD |
| 124 | O | REALTY INCOME CORP COM | Real Estate | 130 | $7K | 0.00% | SOLD |
| 125 | HD | HOME DEPOT INC COM | Consumer Cyclical | 21 | $7K | 0.00% | SOLD |
| 126 | PCG | PG&E CORP COM | Utilities | 430 | $7K | 0.00% | SOLD |
| 127 | PFG | PRINCIPAL FINANCIAL GROUP INC COM | Financial Services | 75 | $7K | 0.00% | SOLD |
| 128 | MRK | MERCK & CO INC COM | Healthcare | 62 | $7K | 0.00% | SOLD |
| 129 | NPWR | NET POWER INC COM CL A | Industrials | 2,786 | $6K | 0.00% | SOLD |
| 130 | STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | Technology | 22 | $6K | 0.00% | SOLD |
| 131 | PG | PROCTER AND GAMBLE CO COM | Consumer Defensive | 42 | $6K | 0.00% | SOLD |
| 132 | DOW | DOW INC COM | Basic Materials | 256 | $6K | 0.00% | SOLD |
| 133 | MAC | MACERICH CO COM | Real Estate | 310 | $6K | 0.00% | SOLD |
| 134 | ETN | EATON CORP PLC SHS | Industrials | 17 | $5K | 0.00% | SOLD |
| 135 | VT | VANGUARD TOTAL WORLD STOCK ETF | — | 38 | $5K | 0.00% | SOLD |
| 136 | USHY | ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | — | 142 | $5K | 0.00% | SOLD |
| 137 | VNOM | VIPER ENERGY INC CL A | Energy | 137 | $5K | 0.00% | SOLD |
| 138 | VWOB | VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | — | 78 | $5K | 0.00% | SOLD |
| 139 | — | ASTRAZENECA PLC SPONSORED ADR | — | 56 | $5K | 0.00% | SOLD |
| 140 | HCA | HCA HEALTHCARE INC COM | Healthcare | 11 | $5K | 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%