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EQ WEALTH ADVISORS, LLC 13F portfolio summary

EQ WEALTH ADVISORS, LLC of EQ WEALTH ADVISORS, LLC has 52 current stock holdings with a reported portfolio value of $171.1M. The portfolio 1 year return is +14.14%. Top holdings include STIP (0.00%), PYLD (0.00%), CGCB (0.00%), BNDX (0.00%), TIP (0.00%).

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EQ WEALTH ADVISORS, LLC

EQ WEALTH ADVISORS, LLC
Latest filing: 2026-03-31

EQ WEALTH ADVISORS, LLC runs EQ WEALTH ADVISORS, LLC and currently holds 52 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $171.05M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. EQ WEALTH ADVISORS, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, EQ WEALTH ADVISORS, LLC's portfolio at EQ WEALTH ADVISORS, LLC has delivered returns of +14.14%. Their 3-year annualized return is +15.75%. Looking at the 5-year horizon, EQ WEALTH ADVISORS, LLC has achieved +15.75% annualized returns at EQ WEALTH ADVISORS, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+14.14%
#0/1000
3 Year
+15.75%
#0/1000
5 Year
+15.75%
#0/1000

Portfolio Value

$171.05M

Alpha Score

13.8

#0 of 1000

Holdings

52

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change