The Analysis of Equity Wealth Partners, LLC's Holdings
Currently, Equity Wealth Partners, LLC holds 78 types of securities in its portfolio with a total value $154.2M. In the most recent quarter, they have increased their positions in IWY (+22.4K shares, valued at $6.2M), FNDX (+214.5K shares, valued at $5.8M), VO (+19.7K shares, valued at $5.7M); decreased their positions in SCHD (-42.5K shares, valued at $1.2M), VUG (-941 shares, valued at $459.1K), COWZ (-6.3K shares, valued at $381.5K); initiated new positions in CGCP (+13.2K shares, valued at $299.5K), MA (+392 shares, valued at $223.9K), ESGV (+1.8K shares, valued at $213.4K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VO VANGUARD INDEX FDS56.8K shares52.94%2025-12-312026-01-26
IWY ISHARES TR52.9K shares73.17%2025-12-312026-01-26 SPY SPDR S&P 500 ETF TR16.3K shares22.16%2025-12-312026-01-26 FNDX SCHWAB STRATEGIC TR401.5K shares114.75%2025-12-312026-01-26 AVDE AMERICAN CENTY ETF TR108.7K shares66.09%2025-12-312026-01-26 BIV VANGUARD BD INDEX FDS103.0K shares73.92%2025-12-312026-01-26 VB VANGUARD INDEX FDS30.4K shares84.92%2025-12-312026-01-26 XLK SELECT SECTOR SPDR TR45.2K shares146.07%2025-12-312026-01-26 AGG ISHARES TR43.8K shares-0.39%2025-12-312026-01-26 XMHQ INVESCO EXCHANGE TRADED FD T36.8K shares-1.86%2025-12-312026-01-26 SCHD SCHWAB STRATEGIC TR127.5K shares-24.99%2025-12-312026-01-26 VIG VANGUARD SPECIALIZED FUNDS11.7K shares-3.84%2025-12-312026-01-26 NVDA NVIDIA CORPORATION13.0K shares-0.98%2025-12-312026-01-26 SCHG SCHWAB STRATEGIC TR69.5K shares3.45%2025-12-312026-01-26 FRDM EA SERIES TRUST43.5K shares47.99%2025-12-312026-01-26 AVLV AMERICAN CENTY ETF TR29.2K shares10.45%2025-12-312026-01-26 JMUB J P MORGAN EXCHANGE TRADED F43.3K shares59.59%2025-12-312026-01-26 VUG VANGUARD INDEX FDS3.7K shares-20.30%2025-12-312026-01-26 IDEV ISHARES TR21.3K shares1.78%2025-12-312026-01-26 AVUV AMERICAN CENTY ETF TR17.2K shares-2.95%2025-12-312026-01-26 AMP AMERIPRISE FINL INC3.2K shares-11.20%2025-12-312026-01-26 VOE VANGUARD INDEX FDS8.4K shares0.98%2025-12-312026-01-26 IMCG ISHARES TR17.8K shares-0.29%2025-12-312026-01-26 VTV VANGUARD INDEX FDS6.7K shares-14.05%2025-12-312026-01-26 PLTR PALANTIR TECHNOLOGIES INC6.9K shares-5.11%2025-12-312026-01-26 QQQM INVESCO EXCH TRADED FD TR II4.7K shares-24.43%2025-12-312026-01-26 IJR ISHARES TR9.7K shares1.16%2025-12-312026-01-26 NXST NEXSTAR MEDIA GROUP INC5.6K shares0.05%2025-12-312026-01-26 IVV ISHARES TR1.6K shares-0.06%2025-12-312026-01-26 AMZN AMAZON COM INC4.6K shares-0.71%2025-12-312026-01-26 AAPL APPLE INC3.8K shares-3.23%2025-12-312026-01-26 JAAA JANUS DETROIT STR TR20.2K shares11.41%2025-12-312026-01-26 STRV EA SERIES TRUST23.0K shares23.15%2025-12-312026-01-26 SHOP SHOPIFY INC6.2K shares0.72%2025-12-312026-01-26 MELI MERCADOLIBRE INC468 shares1.96%2025-12-312026-01-26 RECS COLUMBIA ETF TR I22.3K shares7.32%2025-12-312026-01-26 VCLT VANGUARD SCOTTSDALE FDS11.9K shares-5.82%2025-12-312026-01-26 AXON AXON ENTERPRISE INC1.6K shares2.37%2025-12-312026-01-26 TAXF AMERICAN CENTY ETF TR16.9K shares6.41%2025-12-312026-01-26 SLYG SPDR SERIES TRUST8.5K shares1.71%2025-12-312026-01-26 HON HONEYWELL INTL INC3.6K shares-0.19%2025-12-312026-01-26 VYM VANGUARD WHITEHALL FDS4.7K shares-0.49%2025-12-312026-01-26 BUFR FIRST TR EXCHNG TRADED FD VI18.4K shares10.43%2025-12-312026-01-26 COWZ PACER FDS TR9.6K shares-39.85%2025-12-312026-01-26 BKNG BOOKING HOLDINGS INC101 shares2.02%2025-12-312026-01-26 BROADCOM INC BROADCOM INC1.4K shares-1.80%2025-12-312026-01-26 AVUS AMERICAN CENTY ETF TR3.8K shares-2.80%2025-12-312026-01-26 XOM EXXON MOBIL CORP3.5K shares0.83%2025-12-312026-01-26 COST COSTCO WHSL CORP NEW488 shares2.09%2025-12-312026-01-26 MSFT MICROSOFT CORP848 shares1.19%2025-12-312026-01-26 TXRH TEXAS ROADHOUSE INC2.5K shares-1.08%2025-12-312026-01-26 ALPHABET INC ALPHABET INC1.2K shares-6.35%2025-12-312026-01-26 OMFL INVESCO EXCH TRD SLF IDX FD6.0K shares-12.70%2025-12-312026-01-26 CRWD CROWDSTRIKE HLDGS INC784 shares-0.25%2025-12-312026-01-26 ISRG INTUITIVE SURGICAL INC634 shares0.00%2025-12-312026-01-26 SLYV SPDR SERIES TRUST3.5K shares0.03%2025-12-312026-01-26 VV VANGUARD INDEX FDS992 shares-5.34%2025-12-312026-01-26 AMD ADVANCED MICRO DEVICES INC1.4K shares-5.05%2025-12-312026-01-26 CGCP CAPITAL GRP FIXED INCM ETF T13.2K sharesnew addition2025-12-312026-01-26 ASML ASML HOLDING N V276 shares6.98%2025-12-312026-01-26 NFLX NETFLIX INC3.1K shares734.40%2025-12-312026-01-26 SPYV SPDR SERIES TRUST5.1K shares10.03%2025-12-312026-01-26 VSS VANGUARD INTL EQUITY INDEX F2.0K shares0.45%2025-12-312026-01-26 IJT ISHARES TR2.0K shares0.00%2025-12-312026-01-26 JEPI J P MORGAN EXCHANGE TRADED F5.0K shares-8.83%2025-12-312026-01-26 IJH ISHARES TR4.0K shares-3.85%2025-12-312026-01-26 VNQ VANGUARD INDEX FDS2.9K shares-25.26%2025-12-312026-01-26 VIGI VANGUARD WHITEHALL FDS2.8K shares-41.96%2025-12-312026-01-26 MCD MCDONALDS CORP817 shares0.00%2025-12-312026-01-26 MA MASTERCARD INCORPORATED392 sharesnew addition2025-12-312026-01-26 LOW LOWES COS INC887 shares-35.02%2025-12-312026-01-26 ESGV VANGUARD WORLD FD1.8K sharesnew addition2025-12-312026-01-26 KNSL KINSALE CAP GROUP INC539 shares-6.26%2025-12-312026-01-26 HNST HONEST CO INC10.1K shares0.00%2025-12-312026-01-26 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available