Equita Financial Network, Inc. Portfolio Holdings
Q3 2025•91 long positions•$295.8M portfolio value
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Holding91 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $48.9M 16.52% | +$2.6M Bought | — 148.9K shares | 141.0K → 148.9K +$2.6M | +5.65% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $31.0M 10.46% | +$747.7K Bought | — 516.6K shares | 504.1K → 516.6K +$747.7K | +2.48% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $17.8M 6.02% | -$8.5M Sold | — 559.7K shares | 827.2K → 559.7K −$8.5M | -32.34% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $16.5M 5.59% | +$1.5M Bought | — 196.7K shares | 178.3K → 196.7K +$1.5M | +10.29% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $15.9M 5.37% | +$361.3K Bought | — 445.1K shares | 434.9K → 445.1K +$361.3K | +2.33% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $15.7M 5.3% | +$15.7M New | — 290.6K shares | 0 → 290.6K +$15.7M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $15.0M 5.06% | +$282.0K Bought | — 467.0K shares | 458.2K → 467.0K +$282.0K | +1.92% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $11.2M 3.8% | +$1.2M Bought | — 388.9K shares | 346.1K → 388.9K +$1.2M | +12.39% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $9.5M 3.2% | +$9.5M New | — 287.3K shares | 0 → 287.3K +$9.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $8.4M 2.83% | +$822.7K Bought | — 188.3K shares | 169.8K → 188.3K +$822.7K | +10.89% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.9M 2.33% | -$33.8K Sold | — 268.4K shares | 269.7K → 268.4K −$33.8K | -0.49% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.8M 2.31% | +$682.8K Bought | — 66.3K shares | 59.6K → 66.3K +$682.8K | +11.08% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $6.7M 2.27% | +$85.5K Bought | — 128.2K shares | 126.5K → 128.2K +$85.5K | +1.29% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $5.9M 1.98% | +$444.2K Bought | — 73.3K shares | 67.8K → 73.3K +$444.2K | +8.2% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $4.5M 1.51% | -$424.6K Sold | — 45.0K shares | 49.3K → 45.0K −$424.6K | -8.66% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.9M 1.3% | +$507.0K Bought | — 90.9K shares | 78.9K → 90.9K +$507.0K | +15.12% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.7M 1.25% | +$606.8K Bought | — 6.0K shares | 5.0K → 6.0K +$606.8K | +19.66% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.3M 1.11% | -$26.3K Sold | — 76.8K shares | 77.4K → 76.8K −$26.3K | -0.79% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $3.1M 1.05% | -$37.3K Sold | — 62.2K shares | 62.9K → 62.2K −$37.3K | -1.18% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.04% | +$188.5K Bought | — 28.7K shares | 26.9K → 28.7K +$188.5K | +6.55% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.1M 1.03% | -$5.3K Sold | — 4.6K shares | 4.6K → 4.6K −$5.3K | -0.17% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.8M 0.956% | -$14.0K Sold | — 37.3K shares | 37.5K → 37.3K −$14.0K | -0.49% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.8M 0.935% | -$52.9K Sold | — 31.1K shares | 31.6K → 31.1K −$52.9K | -1.88% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.6M 0.868% | -$49.7K Sold | — 44.8K shares | 45.7K → 44.8K −$49.7K | -1.9% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.5M 0.858% | -$6.2K Sold | — 33.8K shares | 33.9K → 33.8K −$6.2K | -0.25% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.4M 0.825% | -$2.1K Sold | — 30.3K shares | 30.3K → 30.3K −$2.1K | -0.09% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.0M 0.681% | -$114.0K Sold | — 46.0K shares | 48.6K → 46.0K −$114.0K | -5.36% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.9M 0.659% | -$24.3K Sold | — 19.6K shares | 19.8K → 19.6K −$24.3K | -1.23% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.8M 0.624% | +$613.9K Bought | — 34.6K shares | 23.1K → 34.6K +$613.9K | +49.88% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $1.8M 0.605% | -$129.7K Sold | — 16.8K shares | 18.0K → 16.8K −$129.7K | -6.76% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $1.8M 0.603% | +$479.6K Bought | — 43.6K shares | 31.9K → 43.6K +$479.6K | +36.77% | — — | Q3 2024 Held for 1y 2m | |
Software - Infrastructure Technology | $1.5M 0.499% | -$20.2K Sold | 0.0% 2.8K shares | 2.9K → 2.8K −$20.2K | -1.35% | $3.85T Mega Cap | Q3 2023 Held for 2y 2m | |
Semiconductors Technology | $1.3M 0.441% | +$47.2K Bought | 0.0% 7.0K shares | 6.7K → 7.0K +$47.2K | +3.75% | $4.54T Mega Cap | Q1 2024 Held for 1y 8m | |
Home Improvement Consumer Cyclical | $1.2M 0.404% | -$53.3K Sold | 0.001% 4.8K shares | 5.0K → 4.8K −$53.3K | -4.27% | $140.94B Large Cap | Q3 2023 Held for 2y 2m | |
Consumer Electronics Technology | $1.1M 0.367% | -$230.4K Sold | 0.0% 4.3K shares | 5.2K → 4.3K −$230.4K | -17.53% | $3.78T Mega Cap | Q3 2023 Held for 2y 2m | |
Specialty Retail Consumer Cyclical | $998.2K 0.337% | +$294.9K Bought | 0.0% 4.5K shares | 3.2K → 4.5K +$294.9K | +41.93% | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $988.9K 0.334% | -$4.4K Sold | — 22.8K shares | 22.9K → 22.8K −$4.4K | -0.45% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $983.9K 0.333% | -$61.5K Sold | — 18.6K shares | 19.7K → 18.6K −$61.5K | -5.88% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $971.8K 0.328% | +$177.1K Bought | — 1.6K shares | 1.3K → 1.6K +$177.1K | +22.28% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $937.1K 0.317% | +$78.8K Bought | — 14.2K shares | 13.0K → 14.2K +$78.8K | +9.19% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $935.7K 0.316% | -$172.9K Sold | — 18.9K shares | 22.4K → 18.9K −$172.9K | -15.6% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $926.6K 0.313% | -$12.7K Sold | — 21.0K shares | 21.3K → 21.0K −$12.7K | -1.36% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $871.9K 0.295% | +$348.2K Bought | — 21.2K shares | 12.7K → 21.2K +$348.2K | +66.47% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $830.1K 0.281% | +$227.4K Bought | — 12.9K shares | 9.4K → 12.9K +$227.4K | +37.73% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $825.0K 0.279% | +$227.8K Bought | — 17.1K shares | 12.4K → 17.1K +$227.8K | +38.14% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $807.7K 0.273% | -$15.5K Sold | — 29.6K shares | 30.1K → 29.6K −$15.5K | -1.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $757.6K 0.256% | -$20.8K Sold | — 6.4K shares | 6.6K → 6.4K −$20.8K | -2.67% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $708.5K 0.239% | +$20.9K Bought | — 16.1K shares | 15.6K → 16.1K +$20.9K | +3.04% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $697.3K 0.236% | +$6.0K Bought | — 10.7K shares | 10.6K → 10.7K +$6.0K | +0.87% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $684.8K 0.231% | +$416.6K Bought | — 12.3K shares | 4.8K → 12.3K +$416.6K | +155.26% | — — | Q2 2025 Held for 5 months |
