EQ WEALTH ADVISORS, LLC
Top Portfolio Positions
17 positions ·
$12,204,180 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
51,665 | $4,554,786 | 37.32% |
| MSFT |
Microsoft Corp
Technology
|
3,893 | $1,441,071 | 11.81% |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
37,044 | $1,110,949 | 9.10% |
| NMZ |
Nuveen Municipal High Income Opportunity Fund
Financial Services
|
65,886 | $683,896 | 5.60% |
| XOM |
Exxon Mobil Corp
Energy
|
3,295 | $559,029 | 4.58% |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
1,617 | $502,547 | 4.12% |
| CSX |
Csx Corp
Industrials
|
11,211 | $460,211 | 3.77% |
| GLD |
Spdr Gold Trust
|
918 | $395,006 | 3.24% |
| CVX |
Chevron Corp
Energy
|
1,908 | $394,765 | 3.23% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,493 | $310,947 | 2.55% |
Portfolio Trend
Holdings in TIL
Shares Held
Position Value (USD)
3 of 3 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $440 | 40 | Shares | Sole | 2026-02-02 | |
| 2025-06-30 | $833 | 40 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $694 | 40 | Shares | Sole | 2025-04-23 | |
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