EQ WEALTH ADVISORS, LLC
CIK
2047572
City
DALLAS
State / Country
TX
Top Portfolio Positions
18 positions ·
$25,296,882 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
27,322 | $13,092,702 | 51.76% | |
| IAU |
Ishares Gold Trust
|
51,665 | $4,554,786 | 18.01% | |
| MSFT |
Microsoft Corp
Technology
|
3,893 | $1,441,071 | 5.70% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
37,044 | $1,110,949 | 4.39% | |
| NMZ |
Nuveen Municipal High Income Opportunity Fund
Financial Services
|
65,886 | $683,896 | 2.70% | |
| XOM |
Exxon Mobil Corp
Energy
|
3,295 | $559,029 | 2.21% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
1,617 | $502,547 | 1.99% | |
| CSX |
Csx Corp
Industrials
|
11,211 | $460,211 | 1.82% | |
| GLD |
Spdr Gold Trust
|
918 | $395,006 | 1.56% | |
| CVX |
Chevron Corp
Energy
|
1,908 | $394,765 | 1.56% |
Portfolio Trend
6 quarters · across all stocks
Holdings in NMZ
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $683,896 | 65,886 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $648,552 | 63,646 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $542,599 | 51,237 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $123,589 | 11,918 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $282,296 | 25,875 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $279,708 | 25,875 | Shares | Sole | 2025-01-24 | |
| No 13F history on record for this holder in this stock. | ||||||