Holdings
Eq Wealth Advisors, LLC
As of Jun 30, 2026, Eq Wealth Advisors, LLC reported 12 positions worth US$18.5M. Largest: Berkshire Hathaway Inc., Microsoft Corp. and Csx Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Berkshire Hathaway Inc. | 27,556 | US$13.8M | +234 | Jun 30, 2026 |
| Microsoft Corp. | 3,873 | US$1.44M | −20 | Jun 30, 2026 |
| Csx Corporation | 11,211 | US$533K | no change | Jun 30, 2026 |
| Mcdonald's Corporation | 1,612 | US$436K | −5 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,470 | US$350K | −23 | Jun 30, 2026 |
| Abbvie Inc. | 1,300 | US$327K | no change | Jun 30, 2026 |
| Eli Lilly And Company | 272 | US$326K | no change | Jun 30, 2026 |
| Chevron Corporation | 1,876 | US$311K | −32 | Jun 30, 2026 |
| Apple Inc | 1,031 | US$298K | −99 | Jun 30, 2026 |
| Amgen Inc. | 700 | US$253K | no change | Jun 30, 2026 |