BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

EQ WEALTH ADVISORS, LLC

· CIK 0002047572
13F Portfolio $182M AUM 57 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 2 New 22 Added 21 Reduced 204 Exited
Page 9 of 11  ·  204 positions
# Ticker Company Sector Shares Value ↓ % Port Status
161 LTPZ PIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND 51 $3K 0.00% SOLD
162 VIAV VIAVI SOLUTIONS INC COM Technology 125 $2K 0.00% SOLD
163 RRC RANGE RES CORP COM Energy 63 $2K 0.00% SOLD
164 PALL ABRDN PHYSICAL PALLADIUM SHARES ETF Financial Services 15 $2K 0.00% SOLD
165 NKE NIKE INC CL B Consumer Cyclical 33 $2K 0.00% SOLD
166 SOFI SOFI TECHNOLOGIES INC COM Financial Services 78 $2K 0.00% SOLD
167 MRNA MODERNA INC COM Healthcare 69 $2K 0.00% SOLD
168 OTIS OTIS WORLDWIDE CORP COM Industrials 20 $2K 0.00% SOLD
169 PNR PENTAIR PLC SHS Industrials 16 $2K 0.00% SOLD
170 LNC LINCOLN NATL CORP IND COM Financial Services 37 $2K 0.00% SOLD
171 TXN TEXAS INSTRS INC COM Technology 9 $2K 0.00% SOLD
172 NOW SERVICENOW INC COM Technology 10 $2K 0.00% SOLD
173 CC CHEMOURS CO COM Basic Materials 120 $1K 0.00% SOLD
174 MTZ MASTEC INC COM Industrials 6 $1K 0.00% SOLD
175 TRV TRAVELERS COMPANIES INC COM Financial Services 4 $1K 0.00% SOLD
176 AVNS AVANOS MED INC COM Healthcare 100 $1K 0.00% SOLD
177 TPG TPG INC COM CL A Financial Services 17 $1K 0.00% SOLD
178 KD KYNDRYL HLDGS INC COMMON STOCK Technology 40 $1K 0.00% SOLD
179 DIS DISNEY WALT CO COM Communication Services 9 $1K 0.00% SOLD
180 ETHE GRAYSCALE ETHEREUM TRUST ETF Financial Services 38 $926.0 0.00% SOLD
Page 9 of 11  ·  204 positions
Sector Allocation
Financial Services 56.8%
Technology 16.6%
Healthcare 8.7%
Consumer Cyclical 7.5%
Industrials 7.4%
Energy 3.0%