Equius Partners, Inc. current holdings: USA Stocks
Equius Partners, Inc. reported $0.00 billion in share positions in stocks (listed in the US), 5 positions, in its Form 13F for the quarter ended 2022-12-31; the largest are AAPL, DE, MCD.
- AAPL: Country of operation United States; Class COM; Shares 1,954; Value $253,883.
- DE: Country of operation United States; Class COM; Shares 539; Value $231,102.
- MCD: Country of operation United States; Class COM; Shares 794; Value $209,243.
- AMGN: Country of operation United States; Class COM; Shares 787; Value $206,698.
Form 13F-HR as filed (SEC CIK 1911084): quarter ended 2022-12-31, filed 2023-01-27. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.
Performance is each holding's price change from its close on the 2022-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.
| Stock | Country of operation | Class | Shares | Value | % of listed | Quarter end | Filed | Performance |
|---|---|---|---|---|---|---|---|---|
| AAPL APPLE INC | United States | COM | 1,954 | $253,883 | 23.20% | 2022-12-31 | 2023-01-27 | |
| DE DEERE & CO | United States | COM | 539 | $231,102 | 21.12% | 2022-12-31 | 2023-01-27 | +58.71% |
| MCD MCDONALDS CORP | United States | COM | 794 | $209,243 | 19.12% | 2022-12-31 | 2023-01-27 | -11.21% |
| AMGN AMGEN INC | United States | COM | 787 | $206,698 | 18.89% | 2022-12-31 | 2023-01-27 | +61.30% |
| GPGI COMPOSECURE INC | United States | COM CL A | 39,410 | $193,503 | 17.68% | 2022-12-31 | 2023-01-27 | +188.48% |
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