EW

EQ WEALTH ADVISORS, LLC

13F
EQ WEALTH ADVISORS, LLC
Last update 2025-04-23 279 Stocks (230 new)
Value $126.00 Mil Turnover 15 %
Countries:
Top Holdings: BRK.B(11.25%)CGMS(9.24%)SCHP(7.54%)EDV(6.93%)CGGR(5.57%)
Summary Stock Picks Current Portfolio
EQ WEALTH ADVISORS, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
26,510
14,118.7
+1.34%
11.250
+0.15%
0.000
-8.57%
+4.53%
1,022,296.6
Insurance
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
424,796
11,596.9
+10.61%
9.240
+0.89%
0.570
+3.03%
+1.03%
0
 
SCHP
Schwab U.S. Tips ETF
351,866
9,461.7
+15.02%
7.540
+0.98%
0.070
+0.57%
+2.90%
13,056.1
 
EDV
Vanguard Extended Duration Treasury ETF
Vanguard Extended Duration Treasury ETF
122,246
8,692.9
+1.51%
6.930
+0.10%
0.200
-4.36%
-6.35%
3,444.1
 
CGGR
Capital Group Growth ETF
204,138
6,991.7
+30.80%
5.570
+1.31%
0.060
+27.19%
+11.11%
13,544.8
 
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
259,277
6,831.9
+31.07%
5.440
+1.29%
0.170
+1.90%
+1.62%
5,794.8
 
DFSV
Dimensional US Small Cap Value ETF
215,124
6,055.7
+20.61%
4.820
+0.82%
0.140
+18.36%
-1.36%
4,865.2
 
DFIV
Dimensional International Value ETF
146,973
5,784.9
+32.37%
4.610
+1.13%
0.060
+10.59%
+20.41%
12,179.3
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
164,085
4,778.1
+26.15%
3.810
+0.79%
0.180
+12.98%
+24.16%
3,256.1
 
DFLV
Dimensional US Large Cap Value ETF
148,141
4,528.7
+36.02%
3.610
+0.96%
0.140
+10.69%
+4.10%
3,712.1
 

EQ WEALTH ADVISORS, LLC's Historical Top Holdings Breakdowns

EQ WEALTH ADVISORS, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
CGGR
Capital Group Growth ETF
2025-03-31
Add
Add
+1.31%
●
33.98 ($37.42) 39.84
$41.30
10.37%
Add 30.8%
204,138
48,067
PYLD
PIMCO Multisector Bond Active Exchange-Traded Fund
PIMCO Multisector Bond Active Exchange-Traded Fund
2025-03-31
Add
Add
+1.29%
●
25.77 ($26.17) 26.48
$26.34
0.65%
Add 31.07%
259,277
61,459
DFIV
Dimensional International Value ETF
2025-03-31
Add
Add
+1.13%
●
35.33 ($38.16) 40.8
$42.72
11.95%
Add 32.37%
146,973
35,941
SCHP
Schwab U.S. Tips ETF
2025-03-31
Add
Add
+0.98%
●
25.69 ($26.29) 26.89
$26.58
1.10%
Add 15.02%
351,866
45,947
DFLV
Dimensional US Large Cap Value ETF
2025-03-31
Add
Add
+0.96%
●
29.56 ($30.89) 31.77
$31.26
1.20%
Add 36.02%
148,141
39,227
CGMS
Capital Group U.S. Multi-Sector Income
Capital Group U.S. Multi-Sector Income
2025-03-31
Add
Add
+0.89%
●
27.1 ($27.45) 27.71
$27.56
0.40%
Add 10.61%
424,796
40,737
DFSV
Dimensional US Small Cap Value ETF
2025-03-31
Add
Add
+0.82%
●
27.56 ($30.26) 32.1
$30.36
0.33%
Add 20.61%
215,124
36,755
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
2025-03-31
Add
Add
+0.79%
●
26.08 ($28.17) 30.23
$32.99
17.11%
Add 26.15%
164,085
34,016
DFEV
Dimensional Emerging Markets Value ETF
Dimensional Emerging Markets Value ETF
2025-03-31
Add
Add
+0.65%
●
25.44 ($26.86) 27.95
$30.48
13.48%
Add 53.57%
85,712
29,898
CGSD
Capital Group Short Duration Income ETF
Capital Group Short Duration Income ETF
2025-03-31
Add
Add
+0.41%
●
25.59 ($25.76) 25.88
$25.95
0.74%
Add 18.35%
127,560
19,780

EQ WEALTH ADVISORS, LLC Total Holding History ($B)

To

EQ WEALTH ADVISORS, LLC's Asset Allocation

To

EQ WEALTH ADVISORS, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EQ WEALTH ADVISORS, LLC's Hypothetical Growth since 2025-03-31

EQ WEALTH ADVISORS, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

EQ WEALTH ADVISORS, LLC's Holdings Heat Map

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EQ WEALTH ADVISORS, LLC's Holdings Bubble Chart

EQ WEALTH ADVISORS, LLC News

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