PROEQUITIES, INC.
RIA/Wealth
PROEQUITIES, INC. is a RIA/Wealth based in Birmingham, AL led by Elizabeth Giltz Anderson, reporting $4.4B in AUM as of Q4 2024 with MGC as the largest holding (3% allocation).
CEOElizabeth Giltz Anderson
- Portfolio Value
- $1.8B
- Positions
- 2,226
- Top Holding
- MGC at 2.6%
- Last Reported
- Q4 2024
Top Holdings
Largest long holdings in PROEQUITIES, INC.'s portfolio (18.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $45.9M | 2.60% | +$104.9K Bought | — 208.9K shares | |
ETF ETF | $42.3M | 2.39% | +$396.7K Bought | — 69.4K shares | |
ETF ETF | $37.2M | 2.11% | +$2.6M Bought | — 202.6K shares | |
ETF ETF | $30.7M | 1.74% | +$613.9K Bought | — 55.1K shares | |
ETF ETF | $29.9M | 1.69% | +$1.4M Bought | — 604.7K shares | |
Consumer Electronics Technology | $29.3M | 1.66% | +$2.0M Bought | 0.00% 150.8K shares | |
ETF ETF | $28.8M | 1.63% | -$2.5M Sold | — 636.3K shares | |
ETF ETF | $27.9M | 1.58% | +$3.5M Bought | — 303.7K shares | |
Semiconductors Technology | $26.1M | 1.48% | +$277.3K Bought | 0.00% 277.8K shares | |
Software - Infrastructure Technology | $25.5M | 1.44% | +$568.0K Bought | 0.00% 57.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in PROEQUITIES, INC.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
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New | |
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Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for PROEQUITIES, INC.
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Sector Allocation
No sector data available
Market Cap Distribution
No market cap data available
Portfolio Concentration
No concentration data available