EQ WEALTH ADVISORS, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$125.5B
Holdings
279
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (279 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | INTCINTEL CORP COM | 1,472 | $33.4M | 0.03% | |
| 102 | BACVERIZON COMMUNICATIONS INC COM | 706 | $32.0M | 0.03% | |
| 103 | IWFISHARES RUSSELL 1000 GROWTH ETF | 88 | $31.8M | 0.03% | |
| 104 | CGSMCAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF | 1,154 | $30.0M | 0.02% | |
| 105 | LXPUSDLXP INDUSTRIAL TRUST COM | 3,462 | $29.9M | 0.02% | |
| 106 | DFATDIMENSIONAL U.S. TARGETED VALUE ETF | 544 | $28.0M | 0.02% | |
| 107 | GEVGE VERNOVA INC COM | 90 | $27.5M | 0.02% | |
| 108 | AEPAMERICAN ELEC PWR CO INC COM | 226 | $24.7M | 0.02% | |
| 109 | CSCOCISCO SYS INC COM | 396 | $24.4M | 0.02% | |
| 110 | HYMBSPDR NUVEEN BLOOMBERG HIGH YIELD MUNICIPAL BOND ETF | 892 | $22.5M | 0.02% | |
| 111 | PCHPOTLATCHDELTIC CORPORATION COM | 485 | $21.9M | 0.02% | |
| 112 | CMCSACOMCAST CORP NEW CL A | 577 | $21.3M | 0.02% | |
| 113 | PRUPRUDENTIAL FINL INC COM | 189 | $21.1M | 0.02% | |
| 114 | CTVACORTEVA INC COM | 317 | $19.9M | 0.02% | |
| 115 | VTEBVANGUARD TAX-EXEMPT BOND ETF | 393 | $19.5M | 0.02% | |
| 116 | IWDISHARES RUSSELL 1000 VALUE ETF | 103 | $19.4M | 0.02% | |
| 117 | DDDUPONT DE NEMOURS INC COM | 256 | $19.1M | 0.02% | |
| 118 | IBDQISHARES IBONDS DEC 2025 TERM CORPORATE ETF | 753 | $18.9M | 0.02% | |
| 119 | ETHEGRAYSCALE ETHEREUM TRUST ETF | 1,202 | $18.3M | 0.01% | |
| 120 | CARRCARRIER GLOBAL CORPORATION COM | 272 | $17.2M | 0.01% | |
| 121 | SLBSCHLUMBERGER LTD COM STK | 400 | $16.7M | 0.01% | |
| 122 | ETENERGY TRANSFER L P COM UT LTD PTN | 16,135 | $16.1M | 0.01% | |
| 123 | GOOGALPHABET INC CAP STK CL C | 101 | $15.8M | 0.01% | |
| 124 | WBDWARNER BROS DISCOVERY INC COM SER A | 9,039 | $15.5M | 0.01% | |
| 125 | BNDVANGUARD TOTAL BOND MARKET ETF | 208 | $15.3M | 0.01% | |
| 126 | 4I1PHILIP MORRIS INTL INC COM | 95 | $15.1M | 0.01% | |
| 127 | VVISA INC COM CL A | 43 | $15.1M | 0.01% | |
| 128 | RMBS*RAMBUS INC DEL COM | 285 | $14.8M | 0.01% | |
| 129 | XLVHEALTH CARE SELECT SECTOR SPDR FUND | 100 | $14.6M | 0.01% | |
| 130 | NPWRNET POWER INC COM CL A | 5,067 | $13.3M | 0.01% | |
| 131 | CITHE CIGNA GROUP COM | 40 | $13.2M | 0.01% | |
| 132 | VOVANGUARD MID-CAP ETF | 47 | $12.2M | 0.01% | |
| 133 | METAMETA PLATFORMS INC CL A | 21 | $12.1M | 0.01% | |
| 134 | AQLTISHARES CORE MSCI EAFE ETF | 157 | $11.9M | 0.01% | |
| 135 | DLXDELUXE CORP COM | 732 | $11.6M | 0.01% | |
| 136 | UNHUNITEDHEALTH GROUP INC COM | 22 | $11.5M | 0.01% | |
| 137 | SIVRABRDN PHYSICAL SILVER SHARES ETF | 348 | $11.3M | 0.01% | |
| 138 | PNWPINNACLE WEST CAP CORP COM | 118 | $11.2M | 0.01% | |
| 139 | SILASILA REALTY TRUST INC COMMON STOCK | 419 | $11.2M | 0.01% | |
| 140 | HALHALLIBURTON CO COM | 403 | $10.2M | 0.01% | |
| 141 | PGRPROGRESSIVE CORP COM | 33 | $9.3M | 0.01% | |
| 142 | GEHCGE HEALTHCARE TECHNOLOGIES INC COMMON STOCK | 114 | $9.2M | 0.01% | |
| 143 | DOWDOW INC COM | 256 | $8.9M | 0.01% | |
| 144 | ORNORION GROUP HLDGS INC COM | 1,700 | $8.9M | 0.01% | |
| 145 | CGBLCAPITAL GROUP CORE BALANCED ETF | 279 | $8.6M | 0.01% | |
| 146 | VTIVANGUARD TOTAL STOCK MARKET ETF | 30 | $8.2M | 0.01% | |
| 147 | WFCWELLS FARGO CO NEW COM | 112 | $8.0M | 0.01% | |
| 148 | BUIBLACKROCK UTILS INFRASTRUCTURE COM | 350 | $7.9M | 0.01% | |
| 149 | PCGPG&E CORP COM | 430 | $7.4M | 0.01% | |
| 150 | PGPROCTER AND GAMBLE CO COM | 42 | $7.2M | 0.01% | |
| 151 | MACMACERICH CO COM | 408 | $7.0M | 0.01% | |
| 152 | HDHOME DEPOT INC COM | 18 | $6.6M | 0.01% | |
| 153 | GSGOLDMAN SACHS GROUP INC COM | 12 | $6.6M | 0.01% | |
| 154 | BACBANK AMERICA CORP COM | 152 | $6.3M | 0.01% | |
| 155 | HASHASBRO INC COM | 100 | $6.1M | 0.00% | |
| 156 | TMUST-MOBILE US INC COM | 23 | $6.1M | 0.00% | |
| 157 | VRTXVERTEX PHARMACEUTICALS INC COM | 12 | $5.8M | 0.00% | |
| 158 | SCHWSCHWAB CHARLES CORP COM | 74 | $5.8M | 0.00% | |
| 159 | ETNEATON CORP PLC SHS | 21 | $5.7M | 0.00% | |
| 160 | SB9SITIO ROYALTIES CORP CLASS A COM | 284 | $5.6M | 0.00% | |
| 161 | MRKMERCK & CO INC COM | 62 | $5.6M | 0.00% | |
| 162 | REMXVANECK RARE EARTH AND STRATEGIC METALS ETF | 134 | $5.3M | 0.00% | |
| 163 | USHYISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF | 142 | $5.2M | 0.00% | |
| 164 | VTRSVIATRIS INC COM | 597 | $5.2M | 0.00% | |
| 165 | WMWASTE MGMT INC DEL COM | 22 | $5.1M | 0.00% | |
| 166 | VWOBVANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 78 | $5.0M | 0.00% | |
| 167 | DISDISNEY WALT CO COM | 49 | $4.8M | 0.00% | |
| 168 | COSTCOSTCO WHSL CORP NEW COM | 5 | $4.7M | 0.00% | |
| 169 | SOLVSOLVENTUM CORP COM SHS | 62 | $4.7M | 0.00% | |
| 170 | BKRBAKER HUGHES COMPANY CL A | 105 | $4.6M | 0.00% | |
| 171 | VTVANGUARD TOTAL WORLD STOCK ETF | 38 | $4.4M | 0.00% | |
| 172 | DOCUDOCUSIGN INC COM | 50 | $4.1M | 0.00% | |
| 173 | DFASDIMENSIONAL U.S. SMALL CAP ETF | 66 | $3.9M | 0.00% | |
| 174 | AZOAUTOZONE INC COM | 1 | $3.8M | 0.00% | |
| 175 | EOGEOG RES INC COM | 29 | $3.7M | 0.00% | |
| 176 | KOCOCA COLA CO COM | 50 | $3.6M | 0.00% | |
| 177 | ELVELEVANCE HEALTH INC COM | 8 | $3.5M | 0.00% | |
| 178 | YUMCYUM CHINA HLDGS INC COM | 66 | $3.4M | 0.00% | |
| 179 | NXPINXP SEMICONDUCTORS N V COM | 18 | $3.4M | 0.00% | |
| 180 | WATWATERS CORP COM | 9 | $3.3M | 0.00% | |
| 181 | MOALTRIA GROUP INC COM | 55 | $3.3M | 0.00% | |
| 182 | VGKVANGUARD FTSE EUROPE ETF | 47 | $3.3M | 0.00% | |
| 183 | NEENEXTERA ENERGY INC COM | 46 | $3.3M | 0.00% | |
| 184 | LINLINDE PLC SHS | 7 | $3.3M | 0.00% | |
| 185 | SCZISHARES MSCI EAFE SMALL-CAP ETF | 50 | $3.2M | 0.00% | |
| 186 | PLDPROLOGIS INC. COM | 28 | $3.1M | 0.00% | |
| 187 | FNDBSCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | 136 | $3.1M | 0.00% | |
| 188 | HCAHCA HEALTHCARE INC COM | 9 | $3.1M | 0.00% | |
| 189 | LTPZPIMCO 15 YEAR US TIPS INDEX EXCHANGE-TRADED FUND | 56 | $3.1M | 0.00% | |
| 190 | KLGWK KELLOGG CO COM SHS | 150 | $3.0M | 0.00% | |
| 191 | IDEVISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | 41 | $2.8M | 0.00% | |
| 192 | PCARPACCAR INC COM | 28 | $2.7M | 0.00% | |
| 193 | WABWABTEC COM | 15 | $2.7M | 0.00% | |
| 194 | SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF | 106 | $2.7M | 0.00% | |
| 195 | QCOMQUALCOMM INC COM | 17 | $2.6M | 0.00% | |
| 196 | REGNREGENERON PHARMACEUTICALS COM | 4 | $2.5M | 0.00% | |
| 197 | RRCRANGE RES CORP COM | 63 | $2.5M | 0.00% | |
| 198 | TMOTHERMO FISHER SCIENTIFIC INC COM | 5 | $2.5M | 0.00% | |
| 199 | WTWWILLIS TOWERS WATSON PLC LTD SHS | 7 | $2.4M | 0.00% | |
| 200 | DALDELTA AIR LINES INC DEL COM NEW | 54 | $2.4M | 0.00% |