Eq Wealth Advisors, LLC
Net seller this quarter
$182M
20
-$218K
13.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BRK.B | $13.8M | 7.58% | Not reported | +0.9% | Q1 2025 |
 IAU | $3.65M | 2.00% | 0.01% | -6.5% | Q1 2025 |
 MSFT | $1.44M | 0.79% | 0.00% | -0.5% | Q1 2025 |
 BTC | $969K | 0.53% | 0.03% | +0.8% | Q1 2025 |
 FNDF | $890K | 0.49% | Not reported | +0.8% | Q1 2025 |
 NMZ | $740K | 0.41% | Not reported | +6.3% | Q1 2025 |
 CGCP | $720K | 0.40% | Not reported | -10.9% | Q1 2025 |
 CSX | $533K | 0.29% | 0.00% | Not reported | Q1 2025 |
 XOM | $451K | 0.25% | 0.00% | Not reported | Q1 2025 |
 MCD | $436K | 0.24% | 0.00% | -0.3% | Q1 2025 |
 AMZN | $350K | 0.19% | 0.00% | -1.5% | Q1 2025 |
 GLD | $336K | 0.18% | 0.00% | -0.8% | Q1 2025 |
 ABBV | $327K | 0.18% | 0.00% | Not reported | Q1 2025 |
 LLY | $326K | 0.18% | 0.00% | Not reported | Q1 2025 |
 CVX | $311K | 0.17% | 0.00% | -1.7% | Q1 2025 |
 AAPL | $298K | 0.16% | 0.00% | -8.8% | Q1 2025 |
| NZF | $260K | 0.14% | Not reported | Not reported | Q1 2025 |
 AMGN | $253K | 0.14% | 0.00% | Not reported | Q1 2025 |
 RTX | $247K | 0.14% | 0.00% | Not reported | Q1 2025 |
 COR | $203K | 0.11% | 0.00% | Not reported | Q1 2025 |
| Q1 2026 | |||||
| BRK.B | $13.1M | 7.65% | Not reported | +5.8% | Q1 2025 |
| IAU | $4.55M | 2.66% | 0.01% | -14.6% | Q1 2025 |
| MSFT | $1.44M | 0.84% | 0.00% | -3.7% | Q1 2025 |
| BTC | $1.11M | 0.65% | 0.03% | +6.1% | Q1 2025 |
| FNDF | $818K | 0.48% | Not reported | +0.6% | Q1 2025 |
| CGCP | $810K | 0.47% | Not reported | -1.6% | Q1 2025 |
| NMZ | $684K | 0.40% | Not reported | +3.5% | Q1 2025 |
| XOM | $559K | 0.33% | 0.00% | +0.1% | Q1 2025 |
| MCD | $503K | 0.29% | 0.00% | Not reported | Q1 2025 |
| CSX | $460K | 0.27% | 0.00% | Not reported | Q1 2025 |
| GLD | $395K | 0.23% | 0.00% | Not reported | Q1 2025 |
| CVX | $395K | 0.23% | 0.00% | Not reported | Q1 2025 |
| AMZN | $311K | 0.18% | 0.00% | -12.1% | Q1 2025 |
| AAPL | $287K | 0.17% | 0.00% | -5.0% | Q1 2025 |
| ABBV | $283K | 0.17% | 0.00% | Not reported | Q1 2025 |
| RTX | $251K | 0.15% | 0.00% | Not reported | Q1 2025 |
| LLY | $250K | 0.15% | 0.00% | Not reported | Q1 2025 |
| NZF | $249K | 0.15% | Not reported | +15.7% | Q1 2025 |
| AMGN | $246K | 0.14% | 0.00% | Not reported | Q1 2025 |
| COR | $225K | 0.13% | 0.00% | Not reported | Q1 2025 |
| Q4 2025 | |||||
| BRK.B | $13M | 7.66% | Not reported | +0.5% | Q1 2025 |
| IAU | $4.91M | 2.90% | 0.01% | -1.1% | Q1 2025 |
| MSFT | $1.95M | 1.15% | 0.00% | -6.6% | Q1 2025 |
| BTC | $1.35M | 0.80% | 0.03% | +5.9% | Q1 2025 |
| CGCP | $834K | 0.49% | Not reported | -1.0% | Q1 2025 |
| FNDF | $752K | 0.44% | Not reported | +20.6% | Q1 2025 |
| NMZ | $649K | 0.38% | Not reported | +24.2% | Q1 2025 |
| MCD | $494K | 0.29% | 0.00% | +1.1% | Q1 2025 |
| CSX | $406K | 0.24% | 0.00% | +0.3% | Q1 2025 |
| XOM | $396K | 0.23% | 0.00% | +2.0% | Q1 2025 |
| AMZN | $392K | 0.23% | 0.00% | -2.9% | Q1 2025 |
| GLD | $364K | 0.21% | 0.00% | +7.1% | Q1 2025 |
| AAPL | $323K | 0.19% | 0.00% | -8.3% | Q1 2025 |
| ABBV | $297K | 0.18% | 0.00% | Not reported | Q1 2025 |
| LLY | $292K | 0.17% | 0.00% | +3.4% | Q1 2025 |
| CVX | $291K | 0.17% | 0.00% | +9.5% | Q1 2025 |
 ORCL | $255K | 0.15% | 0.00% | Not reported | Q1 2025 |
| COR | $242K | 0.14% | 0.00% | Not reported | Q1 2025 |
| RTX | $239K | 0.14% | 0.00% | -11.1% | Q1 2025 |
| AMGN | $229K | 0.14% | 0.00% | Not reported | Q1 2025 |
| NZF | $223K | 0.13% | Not reported | Not reported | Q1 2025 |
 ABT | $163K | 0.10% | 0.00% | Not reported | Q1 2025 |
 MTDR | $157K | 0.09% | 0.00% | Not reported | Q1 2025 |
 ROK | $153K | 0.09% | 0.00% | Not reported | Q1 2025 |
| SCHI | $147K | 0.09% | Not reported | Not reported | Q1 2025 |
 NVDA | $143K | 0.08% | 0.00% | Not reported | Q1 2025 |
 PFE | $134K | 0.08% | 0.00% | Not reported | Q1 2025 |
 UPS | $126K | 0.07% | 0.00% | Not reported | Q2 2025 |
 NOC | $123K | 0.07% | 0.00% | Not reported | Q1 2025 |
 PEP | $120K | 0.07% | 0.00% | Not reported | Q1 2025 |
 MAR | $117K | 0.07% | 0.00% | Not reported | Q1 2025 |
 GOOGL | $109K | 0.06% | 0.00% | Not reported | Q1 2025 |
 ETH | $106K | 0.06% | 0.00% | Not reported | Q1 2025 |
 NSC | $99.6K | 0.06% | 0.00% | Not reported | Q1 2025 |
 JNJ | $97.5K | 0.06% | 0.00% | Not reported | Q1 2025 |
 GE | $96.1K | 0.06% | 0.00% | Not reported | Q1 2025 |
 IBM | $96K | 0.06% | 0.00% | Not reported | Q1 2025 |
 QQQ | $82.9K | 0.05% | Not reported | Not reported | Q1 2025 |
 KMB | $80.7K | 0.05% | 0.00% | Not reported | Q1 2025 |
 AEE | $72K | 0.04% | 0.00% | Not reported | Q1 2025 |
 T | $71.5K | 0.04% | 0.00% | Not reported | Q1 2025 |
 AVGO | $65.8K | 0.04% | 0.00% | Not reported | Q1 2025 |
 OKE | $59.5K | 0.04% | 0.00% | Not reported | Q1 2025 |
 GEV | $51K | 0.03% | 0.00% | Not reported | Q1 2025 |
| NUV | $46.9K | 0.03% | Not reported | Not reported | Q1 2025 |
 MSTR | $46.6K | 0.03% | Not reported | Not reported | Q1 2025 |
 LMT | $46.4K | 0.03% | 0.00% | Not reported | Q1 2025 |
 YUM | $46.3K | 0.03% | 0.00% | Not reported | Q1 2025 |
 WMT | $41.2K | 0.02% | 0.00% | Not reported | Q1 2025 |
 MMM | $40K | 0.02% | 0.00% | Not reported | Q1 2025 |
| Q3 2025 | |||||
| BRK.B | $12.9M | 8.48% | Not reported | -2.9% | Q1 2025 |
| IAU | $4.45M | 2.92% | 0.01% | -1.5% | Q1 2025 |
| MSFT | $2.24M | 1.47% | 0.00% | 0.0% | Q1 2025 |
| BTC | $1.67M | 1.10% | 0.03% | +5.3% | Q1 2025 |
| CGCP | $845K | 0.56% | Not reported | -2.9% | Q1 2025 |
| FNDF | $592K | 0.39% | Not reported | -1.4% | Q1 2025 |
| NMZ | $543K | 0.36% | Not reported | +329.9% | Q1 2025 |
| MCD | $486K | 0.32% | 0.00% | Not reported | Q1 2025 |
| CSX | $397K | 0.26% | 0.00% | -1.1% | Q1 2025 |
| AMZN | $384K | 0.25% | 0.00% | +3.1% | Q1 2025 |
| XOM | $364K | 0.24% | 0.00% | -3.6% | Q1 2025 |
| AAPL | $330K | 0.22% | 0.00% | +0.1% | Q1 2025 |
| GLD | $305K | 0.20% | 0.00% | -8.2% | Q1 2025 |
| ABBV | $301K | 0.20% | 0.00% | Not reported | Q1 2025 |
| CVX | $271K | 0.18% | 0.00% | -12.4% | Q1 2025 |
| RTX | $245K | 0.16% | 0.00% | Not reported | Q1 2025 |
| COR | $224K | 0.15% | 0.00% | Not reported | Q1 2025 |
| NZF | $222K | 0.15% | Not reported | Not reported | Q1 2025 |
| LLY | $201K | 0.13% | 0.00% | Not reported | Q1 2025 |