EQ Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Capital Group Growth ETF
CGGR
|
+$1.8M |
| 2 |
PIMCO Multi Sector Bond Active ETF
PYLD
|
+$1.61M |
| 3 |
Dimensional International Value ETF
DFIV
|
+$1.37M |
| 4 |
Dimensional US Large Cap Value ETF
DFLV
|
+$1.21M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$1.21M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Tesla
TSLA
|
+$343K |
| 2 |
iShares Core S&P 500 ETF
IVV
|
+$184K |
| 3 |
SCHQ
Schwab Long-Term US Treasury ETF
SCHQ
|
+$130K |
| 4 |
iShares Gold Trust
IAU
|
+$117K |
| 5 |
Schwab Fundamental US Large Company Index ETF
FNDX
|
+$111K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 11.36% |
| 2 | Technology | 2.07% |
| 3 | Healthcare | 1.13% |
| 4 | Industrials | 0.85% |
| 5 | Energy | 0.81% |
Similar funds
EQ Wealth Advisors's Q1 2025 Portfolio in Review
As of Q1 2025, EQ Wealth Advisors held 280 positions worth $126M, up 21% from $104M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
EQ Wealth Advisors deployed $18.3M of net new capital in Q1 2025, opening 226 new positions and adding to 24 existing holdings. Its largest new stake was iShares 0-5 Year TIPS Bond ETF: 4,613 shares worth $477K.
By sector, the portfolio is most concentrated in Financials at 11% of assets, down from 11% a quarter earlier, followed by Technology and Healthcare.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $184K trimmed.
- EQ Wealth Advisors's largest Q1 2025 buy was iShares 0-5 Year TIPS Bond ETF: 4,613 shares worth $477K.
- EQ Wealth Advisors added most to Capital Group Growth ETF in Q1 2025, an estimated $1.8M increase.
- EQ Wealth Advisors's biggest Q1 2025 reduction was iShares Core S&P 500 ETF, cutting an estimated $184K.
- EQ Wealth Advisors fully exited Tesla in Q1 2025, selling an estimated $343K.
- EQ Wealth Advisors's ten largest holdings make up 63% of its $126M portfolio in Q1 2025.
- EQ Wealth Advisors opened 226 new positions and closed 1 in Q1 2025.
- EQ Wealth Advisors's portfolio value rose 21% quarter-over-quarter to $126M.
Based on EQ Wealth Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.