The Analysis of Equity Wealth Partners, LLC's Holdings
Currently, Equity Wealth Partners, LLC holds 80 types of securities in its portfolio with a total value $123.2M. In the most recent quarter, they have increased their positions in VO (+37.1K shares, valued at $10.9M), SPY (+13.3K shares, valued at $8.9M), IWY (+30.6K shares, valued at $8.4M); initiated new positions in VO (+37.1K shares, valued at $10.9M), SPY (+13.3K shares, valued at $8.9M), IWY (+30.6K shares, valued at $8.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VO VANGUARD INDEX FDS37.1K sharesnew addition2025-09-302025-11-17
SPY SPDR S&P 500 ETF TR13.3K sharesnew addition2025-09-302025-11-17 IWY ISHARES TR30.6K sharesnew addition2025-09-302025-11-17 XLK SELECT SECTOR SPDR TR18.4K sharesnew addition2025-09-302025-11-17 AVDE AMERICAN CENTY ETF TR65.5K sharesnew addition2025-09-302025-11-17 FNDX SCHWAB STRATEGIC TR187.0K sharesnew addition2025-09-302025-11-17 SCHD SCHWAB STRATEGIC TR170.0K sharesnew addition2025-09-302025-11-17 BIV VANGUARD BD INDEX FDS59.2K sharesnew addition2025-09-302025-11-17 AGG ISHARES TR43.9K sharesnew addition2025-09-302025-11-17 VB VANGUARD INDEX FDS16.4K sharesnew addition2025-09-302025-11-17 XMHQ INVESCO EXCHANGE TRADED FD T37.5K sharesnew addition2025-09-302025-11-17 VIG VANGUARD SPECIALIZED FUNDS12.1K sharesnew addition2025-09-302025-11-17 NVDA NVIDIA CORPORATION13.1K sharesnew addition2025-09-302025-11-17 VUG VANGUARD INDEX FDS4.6K sharesnew addition2025-09-302025-11-17 VOO VANGUARD INDEX FDS3.5K sharesnew addition2025-09-302025-11-17 SCHG SCHWAB STRATEGIC TR67.2K sharesnew addition2025-09-302025-11-17 AVLV AMERICAN CENTY ETF TR26.4K sharesnew addition2025-09-302025-11-17 AMP AMERIPRISE FINL INC3.6K sharesnew addition2025-09-302025-11-17 AVUV AMERICAN CENTY ETF TR17.7K sharesnew addition2025-09-302025-11-17 IDEV ISHARES TR20.9K sharesnew addition2025-09-302025-11-17 BRK.B BERKSHIRE HATHAWAY INC DEL3.2K sharesnew addition2025-09-302025-11-17 QQQM INVESCO EXCH TRADED FD TR II6.2K sharesnew addition2025-09-302025-11-17 IMCG ISHARES TR17.8K sharesnew addition2025-09-302025-11-17 VTV VANGUARD INDEX FDS7.8K sharesnew addition2025-09-302025-11-17 VOE VANGUARD INDEX FDS8.3K sharesnew addition2025-09-302025-11-17 JMUB J P MORGAN EXCHANGE TRADED F27.1K sharesnew addition2025-09-302025-11-17 PLTR PALANTIR TECHNOLOGIES INC7.3K sharesnew addition2025-09-302025-11-17 FRDM EA SERIES TRUST29.4K sharesnew addition2025-09-302025-11-17 IJR ISHARES TR9.6K sharesnew addition2025-09-302025-11-17 NXST NEXSTAR MEDIA GROUP INC5.6K sharesnew addition2025-09-302025-11-17 AXON AXON ENTERPRISE INC1.5K sharesnew addition2025-09-302025-11-17 IVV ISHARES TR1.6K sharesnew addition2025-09-302025-11-17 MELI MERCADOLIBRE INC459 sharesnew addition2025-09-302025-11-17 AMZN AMAZON COM INC4.6K sharesnew addition2025-09-302025-11-17 AAPL APPLE INC3.9K sharesnew addition2025-09-302025-11-17 VCLT VANGUARD SCOTTSDALE FDS12.6K sharesnew addition2025-09-302025-11-17 JAAA JANUS DETROIT STR TR18.1K sharesnew addition2025-09-302025-11-17 COWZ PACER FDS TR15.9K sharesnew addition2025-09-302025-11-17 SHOP SHOPIFY INC6.1K sharesnew addition2025-09-302025-11-17 RECS COLUMBIA ETF TR I20.7K sharesnew addition2025-09-302025-11-17 STRV EA SERIES TRUST18.7K sharesnew addition2025-09-302025-11-17 TAXF AMERICAN CENTY ETF TR15.9K sharesnew addition2025-09-302025-11-17 SLYG SPDR SERIES TRUST8.4K sharesnew addition2025-09-302025-11-17 HON HONEYWELL INTL INC3.6K sharesnew addition2025-09-302025-11-17 BAM BROOKFIELD ASSET MANAGMT LTD12.5K sharesnew addition2025-09-302025-11-17 VYM VANGUARD WHITEHALL FDS4.7K sharesnew addition2025-09-302025-11-17 BUFR FIRST TR EXCHNG TRADED FD VI16.7K sharesnew addition2025-09-302025-11-17 BKNG BOOKING HOLDINGS INC99 sharesnew addition2025-09-302025-11-17 AVGO BROADCOM INC1.4K sharesnew addition2025-09-302025-11-17 NFLX NETFLIX INC375 sharesnew addition2025-09-302025-11-17 COST COSTCO WHSL CORP NEW478 sharesnew addition2025-09-302025-11-17 MSFT MICROSOFT CORP838 sharesnew addition2025-09-302025-11-17 AVUS AMERICAN CENTY ETF TR4.0K sharesnew addition2025-09-302025-11-17 VIGI VANGUARD WHITEHALL FDS4.8K sharesnew addition2025-09-302025-11-17 OMFL INVESCO EXCH TRD SLF IDX FD6.9K sharesnew addition2025-09-302025-11-17 TXRH TEXAS ROADHOUSE INC2.5K sharesnew addition2025-09-302025-11-17 XOM EXXON MOBIL CORP3.5K sharesnew addition2025-09-302025-11-17 CRWD CROWDSTRIKE HLDGS INC786 sharesnew addition2025-09-302025-11-17 VNQ VANGUARD INDEX FDS3.9K sharesnew addition2025-09-302025-11-17 KORP AMERICAN CENTY ETF TR7.2K sharesnew addition2025-09-302025-11-17 LOW LOWES COS INC1.4K sharesnew addition2025-09-302025-11-17 VV VANGUARD INDEX FDS1.0K sharesnew addition2025-09-302025-11-17 GOOG ALPHABET INC1.3K sharesnew addition2025-09-302025-11-17 JEPI J P MORGAN EXCHANGE TRADED F5.4K sharesnew addition2025-09-302025-11-17 SLYV SPDR SERIES TRUST3.5K sharesnew addition2025-09-302025-11-17 SPLV INVESCO EXCH TRADED FD TR II4.0K sharesnew addition2025-09-302025-11-17 IJT ISHARES TR2.0K sharesnew addition2025-09-302025-11-17 VSS VANGUARD INTL EQUITY INDEX F2.0K sharesnew addition2025-09-302025-11-17 ISRG INTUITIVE SURGICAL INC634 sharesnew addition2025-09-302025-11-17 IJH ISHARES TR4.1K sharesnew addition2025-09-302025-11-17 SPYV SPDR SERIES TRUST4.7K sharesnew addition2025-09-302025-11-17 ASML ASML HOLDING N V258 sharesnew addition2025-09-302025-11-17 MCD MCDONALDS CORP817 sharesnew addition2025-09-302025-11-17 AMD ADVANCED MICRO DEVICES INC1.5K sharesnew addition2025-09-302025-11-17 KNSL KINSALE CAP GROUP INC575 sharesnew addition2025-09-302025-11-17 VEEV VEEVA SYS INC779 sharesnew addition2025-09-302025-11-17 ZS ZSCALER INC774 sharesnew addition2025-09-302025-11-17 HD HOME DEPOT INC561 sharesnew addition2025-09-302025-11-17 TSLA TESLA INC468 sharesnew addition2025-09-302025-11-17 HNST HONEST CO INC10.1K sharesnew addition2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available