EQ WEALTH ADVISORS, LLC
Follow13F filer, CIK 2047572, DALLAS, TX
EQ WEALTH ADVISORS, LLC reported $152,201,724 across 49 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-10-28. Its ten largest share positions make up 66.69% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0002047572-25-000002
- Period
- 2025-09-30
- Reported value
- $152M
- Holdings
- 49
- Top 10 weight
- 66.69%
- New
- 0
- Sold out
- 204
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| PYLDadded | +77,101 | $2.07M |
| CGMSadded | +39,319 | $1.09M |
| DFIVadded | +13,301 | $613K |
| SCHPadded | +19,734 | $532K |
| CGMUadded | +18,446 | $503K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| BNDXreduced | -34,817 | -$1.72M |
| RSPGreduced | -4,998 | -$398K |
| BRK-Breduced | -769 | -$387K |
| AMGNexited | -700 | -$195K |
| UPSexited | -1,821 | -$184K |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 49 share positions
Sold out in Q3 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| AMGNAMGEN INC | 700 | $195K | shares |
| UPSUNITED PARCEL SVCS INC | 1,821 | $184K | shares |
| SPYSTATE STR SPDR S&P 500 ETF T | 291 | $180K | shares |
| MTDRMATADOR RES CO | 3,710 | $177K | shares |
| SCHISCHWAB STRATEGIC TR | 7,776 | $177K | shares |
| ABTABBOTT LABORATORIES | 1,300 | $177K | shares |
| MFUSPIMCO EQUITY SER | 3,188 | $170K | shares |
| PFEPFIZER INC | 5,401 | $131K | shares |
| ROKROCKWELL AUTOMATION INC | 393 | $131K | shares |
| MSTRSTRATEGY INC | 307 | $124K | shares |
| NVDANVIDIA CORPORATION | 768 | $121K | shares |
| QQQINVESCO QQQ TR | 215 | $119K | shares |
| ORCLORACLE CORP | 506 | $111K | shares |
| NOCNORTHROP GRUMMAN CORP | 216 | $108K | shares |
| PEPPEPSICO INC | 802 | $106K | shares |
| DGROISHARES TR | 1,625 | $104K | shares |
| KMBKIMBERLY-CLARK CORP | 800 | $103K | shares |
| MARMARRIOTT INTL INC NEW | 377 | $103K | shares |
| ETHGRAYSCALE ETHEREUM STAKING | 4,332 | $103K | shares |
| VTVVANGUARD INDEX FDS | 558 | $98.6K | shares |
| MGKVANGUARD WORLD FD | 254 | $93K | shares |
| DFARDIMENSIONAL ETF TRUST | 3,790 | $88.9K | shares |
| NSCNORFOLK SOUTHN CORP | 345 | $88.3K | shares |
| GEGE AEROSPACE | 312 | $80.3K | shares |
| TAT&T INC | 2,766 | $80K | shares |
| VDEVANGUARD WORLD FD | 654 | $77.9K | shares |
| JNJJOHNSON & JOHNSON | 471 | $71.9K | shares |
| AEEAMEREN CORP | 711 | $68.3K | shares |
| OKEONEOK INC NEW | 810 | $66.1K | shares |
| IBMINTERNATIONAL BUSINESS MACHS | 200 | $59K | shares |
| DFAEDIMENSIONAL ETF TRUST | 2,001 | $57.9K | shares |
| AVGOBROADCOM INC | 210 | $57.9K | shares |
| GOOGLALPHABET INC | 317 | $55.9K | shares |
| IWRISHARES TR | 604 | $55.5K | shares |
| RSPINVESCO EXCHANGE TRADED FD T | 282 | $51.3K | shares |
| IVVISHARES TR | 81 | $50.3K | shares |
| KKELLANOVA | 600 | $47.7K | shares |
| GDXVANECK ETF TRUST | 912 | $47.5K | shares |
| EYLDCAMBRIA ETF TR | 1,269 | $45.8K | shares |
| YUMYUM BRANDS INC | 306 | $45.3K | shares |
| NUVNUVEEN MUN VALUE FD INC | 5,138 | $44.7K | shares |
| LMTLOCKHEED MARTIN CORP | 96 | $44.5K | shares |
| GEVGE VERNOVA INC | 78 | $41.3K | shares |
| WMTWALMART INC | 404 | $39.5K | shares |
| HDVISHARES TR | 328 | $38.4K | shares |
| MMM3M CO | 250 | $38.1K | shares |
| FTNTFORTINET INC | 360 | $38.1K | shares |
| IWFISHARES TR | 88 | $37.4K | shares |
| INTCINTEL CORP | 1,472 | $33K | shares |
| MPLXMPLX LP | 594 | $30.6K | shares |
| VZVERIZON COMMUNICATIONS INC | 706 | $30.5K | shares |
| CGSMCAPITAL GRP FIXED INCM ETF T | 1,154 | $30.1K | shares |
| DFATDIMENSIONAL ETF TRUST | 544 | $29.4K | shares |
| LXPLXP INDUSTRIAL TRUST | 3,462 | $28.6K | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 600 | $27.8K | shares |
| CSCOCISCO SYS INC | 396 | $27.5K | shares |
| CTVACORTEVA INC | 317 | $23.6K | shares |
| AEPAMERICAN ELEC PWR CO INC | 226 | $23.4K | shares |
| HYMBSPDR SERIES TRUST | 892 | $22.1K | shares |
| CMCSACOMCAST CORP NEW | 577 | $20.6K | shares |
| PRUPRUDENTIAL FINL INC | 189 | $20.3K | shares |
| IWDISHARES TR | 103 | $20K | shares |
| CARRCARRIER GLOBAL CORPORATION | 272 | $19.9K | shares |
| VTEBVANGUARD MUN BD FDS | 393 | $19.3K | shares |
| ISHARES TRISHARES TR | 753 | $19K | shares |
| PCHPOTLATCHDELTIC CORP | 485 | $18.6K | shares |
| DDDUPONT DE NEMOURS INC | 256 | $17.6K | shares |
| PMPHILIP MORRIS INTL INC | 95 | $17.3K | shares |
| METAMETA PLATFORMS INC | 21 | $15.5K | shares |
| ORNORION GROUP HLDGS INC | 1,700 | $15.4K | shares |
| BNDVANGUARD BD INDEX FDS | 208 | $15.3K | shares |
| VVISA INC | 43 | $15.3K | shares |
| SLBSLB LIMITED | 400 | $13.5K | shares |
| XLVSELECT SECTOR SPDR TR | 100 | $13.5K | shares |
| CITHE CIGNA GROUP | 40 | $13.2K | shares |
| VOVANGUARD INDEX FDS | 47 | $13.2K | shares |
| IEFAISHARES TR | 157 | $13.1K | shares |
| NPWRNET POWER INC | 5,067 | $12.5K | shares |
| SIVRABRDN SILVER ETF TRUST | 348 | $12K | shares |
| DLXDELUXE CORP MEDIUM TERM NTS | 732 | $11.6K | shares |
| PNWPINNACLE WEST CAP CORP | 118 | $10.6K | shares |
| SILASILA REALTY TRUST INC | 419 | $9.92K | shares |
| CGBLCAPITAL GROUP CORE BALANCED | 280 | $9.37K | shares |
| VTIVANGUARD INDEX FDS | 30 | $9.12K | shares |
| BUIBLACKROCK UTILS INFRASTRUCTU | 350 | $9.01K | shares |
| WFCWELLS FARGO & CO | 112 | $8.97K | shares |
| PGRPROGRESSIVE CORP | 33 | $8.81K | shares |
| GSGOLDMAN SACHS GROUP INC | 12 | $8.49K | shares |
| HALHALLIBURTON CO | 403 | $8.21K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 104 | $7.7K | shares |
| WBDWARNER BROS DISCOVERY INC | 669 | $7.67K | shares |
| HASHASBRO INC | 100 | $7.38K | shares |
| BACBANK OF AMER CORP | 152 | $7.2K | shares |
| UNHUNITEDHEALTH GROUP INC | 22 | $6.86K | shares |
| DOWDOW HLDGS INC | 256 | $6.78K | shares |
| SCHWCHARLES SCHWAB CORP (THE) | 74 | $6.75K | shares |
| PGPROCTER & GAMBLE CO | 42 | $6.69K | shares |
| HDHOME DEPOT INC | 18 | $6.6K | shares |
| DISDISNEY WALT CO | 49 | $6.08K | shares |
| PCGPG&E CORP | 430 | $5.99K | shares |
| TMUST-MOBILE US INC | 23 | $5.48K | shares |
| REMXVANECK ETF TRUST | 134 | $5.44K | shares |
| VRTXVERTEX PHARMACEUTICALS INC | 12 | $5.34K | shares |
| VTRSVIATRIS INC | 597 | $5.33K | shares |
| USHYISHARES TR | 142 | $5.33K | shares |
| SITIO ROYALTIES CORPSITIO ROYALTIES CORP | 284 | $5.22K | shares |
| VWOBVANGUARD WHITEHALL FDS | 78 | $5.1K | shares |
| WMWASTE MGMT INC DEL | 22 | $5.03K | shares |
| MACMACERICH CO | 310 | $5.02K | shares |
| AXPAMERICAN EXPRESS CO | 16 | $4.98K | shares |
| MRKMERCK & CO INC | 62 | $4.91K | shares |
| VTVANGUARD INTL EQUITY INDEX F | 38 | $4.88K | shares |
| SOLVSOLVENTUM CORP | 62 | $4.7K | shares |
| DFASDIMENSIONAL ETF TRUST | 66 | $4.21K | shares |
| BKRBAKER HUGHES COMPANY | 105 | $4.03K | shares |
| NXPINXP SEMICONDUCTORS N V | 18 | $3.93K | shares |
| DOCUDOCUSIGN INC | 50 | $3.9K | shares |
| VGKVANGUARD INTL EQUITY INDEX F | 47 | $3.64K | shares |
| SCZISHARES TR | 50 | $3.63K | shares |
| KOCOCA COLA CO | 50 | $3.54K | shares |
| IDEVISHARES TR | 45 | $3.42K | shares |
| SCHGSCHWAB STRATEGIC TR | 113 | $3.3K | shares |
| LINLINDE PLC | 7 | $3.28K | shares |
| FNDBSCHWAB STRATEGIC TR | 136 | $3.26K | shares |
| MOALTRIA GROUP INC | 55 | $3.23K | shares |
| NEENEXTERA ENERGY INC | 46 | $3.19K | shares |
| WATWATERS CORP | 9 | $3.14K | shares |
| YUMCYUM CHINA HLDGS INC | 66 | $2.95K | shares |
| PLDPROLOGIS INC. | 28 | $2.94K | shares |
| LTPZPIMCO ETF TR | 56 | $2.94K | shares |
| WABWABTEC | 14 | $2.93K | shares |
| QCOMQUALCOMM INC | 17 | $2.71K | shares |
| KLACKLA CORP | 3 | $2.69K | shares |
| PCARPACCAR INC | 28 | $2.66K | shares |
| DALDELTA AIR LINES INC | 54 | $2.66K | shares |
| RRCRANGE RES CORP | 63 | $2.56K | shares |
| JQUAJ P MORGAN EXCHANGE TRADED F | 41 | $2.46K | shares |
| WK KELLOGG COWK KELLOGG CO | 150 | $2.39K | shares |
| NKENIKE INC | 33 | $2.34K | shares |
| KDKYNDRYL HLDGS INC | 55 | $2.31K | shares |
| ZTSZOETIS INC | 14 | $2.18K | shares |
| WDCWESTERN DIGITAL CORP | 34 | $2.18K | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 7 | $2.15K | shares |
| REGNREGENERON PHARMACEUTICALS | 4 | $2.1K | shares |
| SCHDSCHWAB STRATEGIC TR | 79 | $2.09K | shares |
| NOWSERVICENOW INC | 2 | $2.06K | shares |
| TMOTHERMO FISHER SCIENTIFIC INC | 5 | $2.03K | shares |
| OTISOTIS WORLDWIDE CORP | 20 | $1.98K | shares |
| MRNAMODERNA INC | 69 | $1.9K | shares |
| UTHRUNITED THERAPEUTICS CORP DEL | 6 | $1.72K | shares |
| PNRPENTAIR PLC | 16 | $1.64K | shares |
| PALLABRDN PALLADIUM ETF TRUST | 15 | $1.51K | shares |
| CCCHEMOURS CO | 120 | $1.37K | shares |
| LNCLINCOLN NATL CORP IND | 37 | $1.28K | shares |
| AVLVAMERICAN CENTY ETF TR | 18 | $1.23K | shares |
| AVNSAVANOS MED INC | 100 | $1.22K | shares |
| IJHISHARES TR | 18 | $1.12K | shares |
| SOFISOFI TECHNOLOGIES INC | 61 | $1.11K | shares |
| AVUVAMERICAN CENTY ETF TR | 12 | $1.1K | shares |
| TRVTRAVELERS COMPANIES INC | 4 | $1.07K | shares |
| MTZMASTEC INC | 6 | $1.02K | shares |
| AVDVAMERICAN CENTY ETF TR | 12 | $983 | shares |
| PYPLPAYPAL HLDGS INC | 13 | $966 | shares |
| HONHONEYWELL INTL INC | 4 | $932 | shares |
| ACMAECOM | 8 | $903 | shares |
| DFAUDIMENSIONAL ETF TRUST | 21 | $890 | shares |
| RRXREGAL REXNORD CORPORATION | 6 | $870 | shares |
| ATIATI INC | 10 | $863 | shares |
| TILINSTIL BIO INC | 40 | $833 | shares |
| ETHEGRAYSCALE ETHEREUM STAKING E | 38 | $793 | shares |
| URIUNITED RENTALS INC | 1 | $753 | shares |
| TXNTEXAS INSTRS INC | 3 | $623 | shares |
| AVEMAMERICAN CENTY ETF TR | 9 | $617 | shares |
| PNCPNC FINL SVCS GROUP INC | 3 | $559 | shares |
| APAAPA CORPORATION | 30 | $549 | shares |
| SNDKSANDISK CORP | 11 | $499 | shares |
| PTONPELOTON INTERACTIVE INC | 70 | $486 | shares |
| MATVMATIV HOLDINGS INC | 67 | $457 | shares |
| CBSHCOMMERCE BANCSHARES INC | 7 | $435 | shares |
| ADVERUM BIOTECHNOLOGIES INCADVERUM BIOTECHNOLOGIES INC | 162 | $348 | shares |
| RMRRMR GROUP INC | 20 | $329 | shares |
| TMVDIREXION SHARES ETF TRUST | 8 | $296 | shares |
| FLCHFRANKLIN TEMPLETON ETF TR | 13 | $282 | shares |
| VLOVALERO ENERGY CORP | 2 | $269 | shares |
| GOOGALPHABET INC | 1 | $259 | shares |
| LHXL3HARRIS TECHNOLOGIES INC | 1 | $251 | shares |
| CRONCRONOS GROUP INC | 128 | $244 | shares |
| WDAYWORKDAY INC | 1 | $240 | shares |
| SCHBSCHWAB STRATEGIC TR | 9 | $214 | shares |
| NWSANEWS CORP NEW | 7 | $208 | shares |
| SBUXSTARBUCKS CORP | 2 | $183 | shares |
| AVDEAMERICAN CENTY ETF TR | 2 | $148 | shares |
| IWOISHARES TR | 1 | $147 | shares |
| IGVISHARES TR | 1 | $110 | shares |
| SOSOUTHERN CO | 1 | $92 | shares |
| XLESELECT SECTOR SPDR TR | 1 | $85 | shares |
| QUBTQUANTUM COMPUTING INC | 4 | $77 | shares |
| RIGTRANSOCEAN LTD | 26 | $67 | shares |
| OBEOBSIDIAN ENERGY LTD | 5 | $28 | shares |
| PDIPIMCO DYNAMIC INCOME FD | 1 | $19 | shares |
| SIFYSIFY TECHNOLOGIES LTD | 3 | $14 | shares |
| EFAISHARES TR | 0 | $13 | shares |
| SPCEVIRGIN GALACTIC HOLDINGS INC | 4 | $11 | shares |
| GISGENERAL MILLS INC | 0 | $1 | shares |
How Q3 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0002047572-25-000002 | base | 2025-10-28 | acceptance time not in the bulk data set |