• 13F History

EQ WEALTH ADVISORS, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$104M
Signature - Title
Tammi Ellis - Compliance Consultant
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by EQ WEALTH ADVISORS, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. EQ WEALTH ADVISORS, LLC reported 50 stock holdings with total value $104M as of Q4 2024. Top holdings included BRKB, CGMS, EDV, SCHP, and CGGR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 50 $104M $0 $0 BRKB, CGMS, EDV, SCHP, CGGR 13F-HR 1/24/2025, 04:23 PM