Equita Financial Network, Inc.
Top Portfolio Positions
18 positions ·
$15,658,953 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
4,546 | $2,956,445 | 18.88% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
11,245 | $2,341,996 | 14.96% | |
| AAPL |
Apple Inc.
Technology
|
8,390 | $2,129,298 | 13.60% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
4,801 | $1,134,380 | 7.24% | |
| MSFT |
Microsoft Corp
Technology
|
2,811 | $1,040,547 | 6.65% | |
| NVDA |
Nvidia Corp
Technology
|
5,742 | $1,001,404 | 6.40% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
1,512 | $872,696 | 5.57% | |
| NFLX |
Netflix Inc
Communication Services
|
7,125 | $685,068 | 4.37% | |
| CRM |
Salesforce, Inc.
Technology
|
3,334 | $622,357 | 3.97% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,867 | $536,874 | 3.43% |
Portfolio Trend
11 quarters · across all stocks
Holdings in NVX
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,900 | 10,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $10,100 | 10,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $12,800 | 10,000 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $10,100 | 10,000 | Shares | Sole | 2025-08-01 | |
| No 13F history on record for this holder in this stock. | ||||||