Equita Financial Network, Inc.

13F Filings History

Latest 13F report: Q3 2024 - Nov 7, 2024
Value $: $274M
Signature - Title: Jim Cullen - Chief Compliance Officer
Location: Fort Washington, PA
Summary: This page shows a list of all the recent 13F filings made by Equita Financial Network, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Equita Financial Network, Inc. reported 79 stock holdings with total value $274M as of Q3 2024. Top holdings included VTI, VEA, DFSV, VCIT, and DFEM.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	79	$274M	+$31.4M	-$10.9M	+$20.4M	VTI, VEA, DFSV, VCIT, DFEM	13F-HR	11/7/2024, 01:30 PM
Q2 2024	78	$239M	+$22.8M	-$6.18M	+$16.6M	VTI, VEA, DFSV, VCIT, DFEM	13F-HR	7/31/2024, 11:23 AM
Q1 2024	70	$223M	+$55.1M	-$28.9M	+$26.1M	VTI, VEA, DFSV, VCIT, DFEM	13F-HR	5/2/2024, 01:51 PM
Q4 2023	62	$188M	+$17.1M	-$7.14M	+$9.97M	VEA, VTI, AVUV, SPTM, SCHB	13F-HR	2/12/2024, 12:21 PM
Q3 2023	57	$163M	$0	$0		VEA, VTI, SPTM, SCHB, AVUV	13F-HR	10/30/2023, 12:56 PM