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EQ WEALTH ADVISORS, LLC Portfolio Analytics
Investment Analysis & Holdings Breakdown
Comprehensive portfolio analytics for EQ WEALTH ADVISORS, LLC with $152.2M in long positions as of Q3 2025, 81% allocated to ETF, and 67% concentrated in top 10 positions.
- Portfolio Value
- $152.2M
- Top 10 Concentration
- 67%
- Top Sector
- ETF (81%)
- US Exposure
- 100%
- Countries
- 1
Composition Analysis
Portfolio breakdown by sector, industry, and market capitalization
Sector Allocation
Industry Breakdown
11 industries across all sectors
Filter by Sector
Select a sector to filter industries
Market Cap Distribution
No market cap data available
Portfolio Concentration
Geographic Exposure
Portfolio breakdown by country of incorporation
Domestic (US)
International
Countries
Holding Behavior
Investment patterns and position management analysis
Portfolio Stability & Commitment
- Avg. Top 10
- 2.9 quarters
- Avg. Top 20
- 2.9 quarters
- Avg. All Positions
- 2.8 quarters
- Median Holding Period
- 3 quarters
- Persistence Rate
- -
- Persistent Holdings Weight
- -
- Persistent Positions
- 0
- Longest Held
- CGNGCapital Group New Geography Equity ETFCGNG - 3 quarters
Position Sizing & Influence
Current Quarter
- Avg. New Position
- 0.000%
- Avg. Position Weight
- 2.04%
- Largest Position
Capital Group U.S. Multi-Sector Income ETFCGMS - 9.54%
Historical (Since Q4 2024)
- Avg. New Position
- 0.37%
- Largest Position
BERKSHIRE HATHAWAY Class BBRK.B - 11.42% (Q4 2024)
Portfolio Turnover
Current Quarter
- Turnover Ratio
- 5.3%
- Value Traded
- $8.06M
- Positions Added
- 0
- Positions Exited
- 205
Historical (Since Q4 2024)
- Avg. Turnover Ratio
- 20.2%
- Avg. Positions Added
- 71
- Avg. Positions Exited
- 60
- Highest Turnover
- 50.0%Q4 2024
- Lowest Turnover
- 5.3%Q3 2025