Eq Wealth Advisors, LLC

Investment Portfolio & 13F Holdings Analysis

About

CIK: 0002047572

Type: FundHoldings: 279Value: $125.5MLatest: 2025Q1

EQ WEALTH ADVISORS, LLC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 279 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TIL",
  "GDX",
  "RRX",
  null,
  "H",
  "PCG",
  "STR",
  "FNDF",
  "FNDA",
  "MPLX",
  null,
  "MMM",
  "ABT",
  "ABBV",
  "ADBE",
  "ATI",
  "GOOGL",
  "VDE",
  "RIG",
  null,
  "AXP",
  "NMZ",
  null,
  "T",
  "AVGO",
  null,
  null,
  "AVEM",
  "BUI",
  null,
  null,
  null,
  null,
  null,
  null,
  "CRON",
  null,
  null,
  "LXP",
  null,
  "LNC",
  null,
  null,
  "NUV",
  "MAC",
  "PDI",
  null,
  null,
  "EOG",
  null,
  "PNR",
  null,
  "RMR",
  "ADVM",
  "GIS",
  "HON",
  "HD",
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  "MATV",
  "QCOM",
  null,
  null,
  null,
  "META",
  null,
  "OBE",
  "IJH",
  "QUBT",
  null,
  null,
  "LHX",
  null,
  "LIN",
  null,
  null,
  "SILA",
  "APA",
  "MSFT",
  "TMUS",
  "GE",
  "HAS",
  null,
  "ILMN",
  "PCAR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "OKE",
  null,
  null,
  "IWF",
  "PYPL",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "DOW",
  "UNH",
  "AAPL",
  null,
  "NVDA",
  "GS",
  "INTC",
  "OGN",
  "GEHC",
  "PLTR",
  "PRU",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "AMGN",
  "MSTR",
  "REGN",
  null,
  "FNDX",
  "ROK",
  "IEFA",
  null,
  "NOW",
  "SLB",
  "RTX",
  "GLD",
  null,
  "IBM",
  "SBUX",
  "CI",
  "TXN",
  "TMO",
  "TRV",
  "UBER",
  "UTHR",
  "VO",
  "PCH",
  "MRNA",
  "SCHW",
  "PNW",
  null,
  null,
  "SIVR",
  null,
  "PRF",
  null,
  null,
  "PALL",
  "VIG",
  null,
  null,
  null,
  "NPWR",
  "PTON",
  null,
  "DD",
  "VRTX",
  null,
  null,
  "K",
  "EW",
  "RRC",
  "MTDR",
  "AEE",
  "HAL",
  "FI",
  "WAB",
  "WM",
  "FTNT",
  "IWR",
  "IR",
  "AEP",
  "BKR",
  null,
  "VIGI",
  "AMZN",
  "SCHB",
  null,
  "HCA",
  null,
  "RMBS",
  null,
  "KD",
  "NWSA",
  "ACM",
  null,
  "VLO",
  "VGK",
  null,
  null,
  "MGK",
  null,
  "VGLT",
  "BNDX",
  "VTEB",
  "BND",
  "VT",
  "VTV",
  "VTRS",
  "V",
  "WBD",
  "WMT",
  "WAT",
  "WDC",
  "WFC",
  "WTW",
  "KLG",
  "WDAY",
  "YUMC",
  "YUM",
  "SOLV",
  "AVNS",
  "GEN",
  "ORN",
  "SCHD",
  "ET",
  "SOFI",
  "SCHG",
  "MTZ",
  "NSC",
  null,
  "NXPI",
  "NZF",
  null,
  "SO",
  "OTIS",
  "GEV",
  "DGRO",
  "SPCE",
  null,
  "KMB",
  "AZO",
  "BAC",
  "BRK-B",
  "BAH",
  "BMY",
  "CCJ",
  null,
  "CARR",
  "CDW",
  "CC",
  "CVX",
  "CSCO",
  "KO",
  "CBSH",
  "CMCSA",
  "COP",
  "COST",
  "CTVA",
  "CSX",
  "DHR",
  "DAL",
  "DLX",
  null,
  "DOCU",
  "RSP",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PLD",
  "PM",
  "MO",
  "URI",
  "VTI",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-23
Total Holdings: 279
Total Value: 125513894
Accession Number: 0001986152-25-000029
Form Type: 13F-HR
CIK: eq-wealth-advisors
Manager Name: Eq-Wealth-Advisors

Data Enrichment

76% identified

212 identified67 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

279 positions • $125.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 14

Sort by:

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:26.5K

Value:$14.1M

% of Portfolio:11.2% ($14.1M/$125.5M)

14020Y300

Shares:424.8K

Value:$11.6M

% of Portfolio:9.2% ($11.6M/$125.5M)

808524870

Shares:351.9K

Value:$9.5M

% of Portfolio:7.5% ($9.5M/$125.5M)

921910709

Shares:122.2K

Value:$8.7M

% of Portfolio:6.9% ($8.7M/$125.5M)

14020G101

Shares:204.1K

Value:$7.0M

% of Portfolio:5.6% ($7.0M/$125.5M)

72201R585

Shares:259.3K

Value:$6.8M

% of Portfolio:5.4% ($6.8M/$125.5M)

25434V815

Shares:215.1K

Value:$6.1M

% of Portfolio:4.8% ($6.1M/$125.5M)

25434V807

Shares:147.0K

Value:$5.8M

% of Portfolio:4.6% ($5.8M/$125.5M)

25434V781

Shares:164.1K

Value:$4.8M

% of Portfolio:3.8% ($4.8M/$125.5M)

25434V666

Shares:148.1K

Value:$4.5M

% of Portfolio:3.6% ($4.5M/$125.5M)

464285204

Shares:71.7K

Value:$4.2M

% of Portfolio:3.4% ($4.2M/$125.5M)

14020Y409

Shares:127.6K

Value:$3.3M

% of Portfolio:2.6% ($3.3M/$125.5M)

921946810

VIGI|921946810

Shares:39.3K

Value:$3.3M

% of Portfolio:2.6% ($3.3M/$125.5M)

14020Y201

Shares:108.5K

Value:$2.9M

% of Portfolio:2.3% ($2.9M/$125.5M)

921908844

VIG|921908844

Shares:14.8K

Value:$2.9M

% of Portfolio:2.3% ($2.9M/$125.5M)

25434V740

Shares:85.7K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$125.5M)

14020X104

Shares:74.6K

Value:$2.1M

% of Portfolio:1.7% ($2.1M/$125.5M)

808524730

Shares:64.0K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$125.5M)

46137V597

Shares:47.7K

Value:$1.8M

% of Portfolio:1.4% ($1.8M/$125.5M)

808524763

FNDA|808524763

Shares:60.5K

Value:$1.7M

% of Portfolio:1.3% ($1.7M/$125.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	26.5K	QoQ +1.34% (+351) YoY-	All Managers (Combined)	$14.1M	11.2% ($14.1M/$125.5M)	QoQ +19.07% (+$2.3M) YoY-
(cusip14020Y300)✕	424.8K	QoQ +10.60% (+40.7K) YoY-	All Managers (Combined)	$11.6M	9.2% ($11.6M/$125.5M)	QoQ +10.68% (+$1.1M) YoY-
(cusip808524870)✕	351.9K	QoQ +15.01% (+45.9K) YoY-	All Managers (Combined)	$9.5M	7.5% ($9.5M/$125.5M)	QoQ +19.73% (+$1.6M) YoY-
(cusip921910709)✕	122.2K	QoQ +1.51% (+1.8K) YoY-	All Managers (Combined)	$8.7M	6.9% ($8.7M/$125.5M)	QoQ +6.59% (+$537.6K) YoY-
(cusip14020G101)✕	204.1K	QoQ +30.79% (+48.1K) YoY-	All Managers (Combined)	$7.0M	5.6% ($7.0M/$125.5M)	QoQ +20.52% (+$1.2M) YoY-
(cusip72201R585)✕	259.3K	QoQ +31.06% (+61.5K) YoY-	All Managers (Combined)	$6.8M	5.4% ($6.8M/$125.5M)	QoQ +33.24% (+$1.7M) YoY-
(cusip25434V815)✕	215.1K	QoQ +20.60% (+36.8K) YoY-	All Managers (Combined)	$6.1M	4.8% ($6.1M/$125.5M)	QoQ +10.30% (+$565.5K) YoY-
(cusip25434V807)✕	147.0K	QoQ +32.36% (+35.9K) YoY-	All Managers (Combined)	$5.8M	4.6% ($5.8M/$125.5M)	QoQ +46.84% (+$1.8M) YoY-
(cusip25434V781)✕	164.1K	QoQ +26.15% (+34.0K) YoY-	All Managers (Combined)	$4.8M	3.8% ($4.8M/$125.5M)	QoQ +38.25% (+$1.3M) YoY-
(cusip25434V666)✕	148.1K	QoQ +36.01% (+39.2K) YoY-	All Managers (Combined)	$4.5M	3.6% ($4.5M/$125.5M)	QoQ +38.46% (+$1.3M) YoY-
(cusip464285204)✕	71.7K	QoQ -2.92% (-2.2K) YoY-	All Managers (Combined)	$4.2M	3.4% ($4.2M/$125.5M)	QoQ +15.60% (-$570.4K) YoY-
(cusip14020Y409)✕	127.6K	QoQ +18.35% (+19.8K) YoY-	All Managers (Combined)	$3.3M	2.6% ($3.3M/$125.5M)	QoQ +19.13% (+$528.8K) YoY-
(VIGIcusip921946810)	39.3K	QoQ +3.48% (+1.3K) YoY-	All Managers (Combined)	$3.3M	2.6% ($3.3M/$125.5M)	QoQ +7.30% (+$221.9K) YoY-
(cusip14020Y201)✕	108.5K	QoQ +14.53% (+13.8K) YoY-	All Managers (Combined)	$2.9M	2.3% ($2.9M/$125.5M)	QoQ +14.10% (+$359.8K) YoY-
(VIGcusip921908844)	14.8K	QoQ +7.33% (+1.0K) YoY-	All Managers (Combined)	$2.9M	2.3% ($2.9M/$125.5M)	QoQ +6.32% (+$171.2K) YoY-
(cusip25434V740)✕	85.7K	QoQ +53.56% (+29.9K) YoY-	All Managers (Combined)	$2.3M	1.8% ($2.3M/$125.5M)	QoQ +58.48% (+$855.6K) YoY-
(cusip14020X104)✕	74.6K	QoQ +26.05% (+15.4K) YoY-	All Managers (Combined)	$2.1M	1.7% ($2.1M/$125.5M)	QoQ +22.21% (+$384.3K) YoY-
(cusip808524730)✕	64.0K	QoQ -2.57% (-1.7K) YoY-	All Managers (Combined)	$2.0M	1.6% ($2.0M/$125.5M)	QoQ +3.29% (-$62.9K) YoY-
(cusip46137V597)✕	47.7K	QoQ -0.36% (-174) YoY-	All Managers (Combined)	$1.8M	1.4% ($1.8M/$125.5M)	QoQ -9.34% (-$186.0K) YoY-
(FNDAcusip808524763)	60.5K	QoQ -5.70% (-3.7K) YoY-	All Managers (Combined)	$1.7M	1.3% ($1.7M/$125.5M)	QoQ -13.03% (-$248.4K) YoY-