Portfolio (Quarterly)
Guide ↗
EQ WEALTH ADVISORS, LLC
· CIK 0002047572| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 141 | SOLV | SOLVENTUM CORP COM SHS | Healthcare | 62 | $5K | 0.00% | SOLD |
| 142 | WM | WASTE MGMT INC DEL COM | Industrials | 22 | $5K | 0.00% | SOLD |
| 143 | CAT | CATERPILLAR INC COM | Industrials | 8 | $5K | 0.00% | SOLD |
| 144 | VGK | VANGUARD FTSE EUROPE ETF | — | 47 | $4K | 0.00% | SOLD |
| 145 | NXPI | NXP SEMICONDUCTORS N V COM | Technology | 18 | $4K | 0.00% | SOLD |
| 146 | SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | — | 50 | $4K | 0.00% | SOLD |
| 147 | DAL | DELTA AIR LINES INC DEL COM NEW | Industrials | 54 | $4K | 0.00% | SOLD |
| 148 | NEE | NEXTERA ENERGY INC COM | Utilities | 46 | $4K | 0.00% | SOLD |
| 149 | KLAC | KLA CORP COM NEW | Technology | 3 | $4K | 0.00% | SOLD |
| 150 | FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | — | 136 | $4K | 0.00% | SOLD |
| 151 | PLD | PROLOGIS INC. COM | Real Estate | 28 | $4K | 0.00% | SOLD |
| 152 | KO | COCA COLA CO COM | Consumer Defensive | 50 | $3K | 0.00% | SOLD |
| 153 | NUBD | NUVEEN ESG U.S. AGGREGATE BOND ETF | — | 149 | $3K | 0.00% | SOLD |
| 154 | MO | ALTRIA GROUP INC COM | Consumer Defensive | 55 | $3K | 0.00% | SOLD |
| 155 | YUMC | YUM CHINA HLDGS INC COM | Consumer Cyclical | 66 | $3K | 0.00% | SOLD |
| 156 | REGN | REGENERON PHARMACEUTICALS COM | Healthcare | 4 | $3K | 0.00% | SOLD |
| 157 | PCAR | PACCAR INC COM | Industrials | 28 | $3K | 0.00% | SOLD |
| 158 | WAB | WABTEC COM | Industrials | 14 | $3K | 0.00% | SOLD |
| 159 | LIN | LINDE PLC SHS | Basic Materials | 7 | $3K | 0.00% | SOLD |
| 160 | UTHR | UNITED THERAPEUTICS CORP DEL COM | Healthcare | 6 | $3K | 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%