Equita Financial Network Inc. Portfolio
Invests via Equita Financial Network, Inc. | Managed by Equita Financial Network, Inc., Kathleen Burke, Bridget V. Grimes
Invests via Equita Financial Network, Inc.
Managed by Equita Financial Network, Inc., Kathleen Burke, Bridget V. Grimes
Automatically Tracked
Company Profile
A US-based broker-dealer and financial services platform, Equita Financial Network, Inc. provides capital markets, wealth management and advisory services to institutional and high-net-worth clients. The firm acts as intermediary for equity and fixed-income executions, offers underwriting and M&A advisory, and originates private placements. Relevant to investors for distribution capabilities, deal flow access and recurring fee income from advisory and asset-management activities.
A US-based broker-dealer and financial services platform, Equita Financial Network, Inc. provides capital markets, wealth management and advisory services to institutional and high-net-worth clients. The firm acts as intermediary for equity and fixed-income executions, offers underwriting and M&A advisory, and originates private placements. Relevant to investors for distribution capabilities, deal flow access and recurring fee income from advisory and asset-management activities.
Investment Philosophy & Strategy
Focuses on building a diversified financial services franchise that blends recurring fee income with transaction-driven revenue. Emphasizes origination and distribution advantages—private placements, underwriting and advisory—to capture deal flow and spread-based returns. Allocates capital selectively to client-aligned principal positions and strategic partnerships where proprietary access and balance-sheet efficiency offer asymmetric upside. Underwrites opportunities with an institutional risk framework, tight liquidity and capital management, and a medium-to-long horizon favoring relationship-driven, information-advantaged investments in financial services and adjacent fintech.
Focuses on building a diversified financial services franchise that blends recurring fee income with transaction-driven revenue. Emphasizes origination and distribution advantages—private placements, underwriting and advisory—to capture deal flow and spread-based returns. Allocates capital selectively to client-aligned principal positions and strategic partnerships where proprietary access and balance-sheet efficiency offer asymmetric upside. Underwrites opportunities with an institutional risk framework, tight liquidity and capital management, and a medium-to-long horizon favoring relationship-driven, information-advantaged investments in financial services and adjacent fintech.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
16.03%
Gain
Monthly
0.44%
Yearly
5.47%
Drawdown
27.92%
$345.65M
Equity
Holdings
$345.65M
Investment
$275.01M
$96.21M
Profit -$985,862.91
Realized
$25.57M
Unrealized
$70.64M
Dividends
$17.57M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$985,862.91
Win %
78%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$956,214.93
Win %
78%
This Month
Compared to last month
Gain
-0.16%
Profit
-$558,331.38
Win %
78%
This Year
Compared to last year
Gain
8.69%
Profit
$27.63M
Win %
79%
CRM Salesforce Inc
+2.53%
+$14,102.82 
LOW Lowe's Companies Inc.
+2.3%
+$23,140.82 
WMT Walmart Inc.
+1.93%
+$3,506.72 
DIS The Walt Disney Company
+1.63%
+$4,831.64 
DFSV Dimensional US Small Cap Value ETF
+1.5%
+$296,608.34 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.4%
+$6,748.12 
MSFT Microsoft Corp.
+1.38%
+$15,348.09 
AVUV Avantis U.S. Small Cap Value ETF
+1.33%
+$71,820.38 
DFGR Dimensional Global Real Estate ETF
+1.21%
+$11,181.79 
AVRE Avantis Real Estate ETF
+1.12%
+$111,971.7 
AAPL Apple Inc.
+1.12%
+$30,875.2 
IJR iShares Core S&P Small-Cap ETF
+0.76%
+$3,607.5 
AMZN Amazon.com Inc
+0.31%
+$8,996 
TDVG T. Rowe Price Dividend Growth ETF
+0.31%
+$2,723.66 
VTV Vanguard Value ETF
+0.27%
+$1,139.09 
NUSC Nuveen ESG Small-Cap ETF
+0.24%
+$3,536.12 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$1,122.51 
NULV Nuveen ESG Large-Cap Value ETF
+0.2%
+$5,280.3 
GOOGL Alphabet Inc
+0.18%
+$1,232.2 
GOOG Alphabet Inc
+0.17%
+$1,132.16 
NFLX Netflix, Inc.
+0.16%
+$840.75 
DFLV Dimensional US Large Cap Value ETF
+0.14%
+$19,974.4 
BRK-B Berkshire Hathaway Inc.
+0.02%
+$57.4 
JPST JPMorgan Ultra-Short Income ETF
+0.01%
+$19.9 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$62.66 
AVGO Broadcom Inc.
-3.49%
-$9,405 
CSCO Cisco Systems, Inc.
-3.14%
-$12,467.52 
NVDA NVIDIA Corporation
-2.43%
-$29,628.72 
XLK State Street Technology Select Sector SPDR ETF
-2.38%
-$12,083.21 
ESGE iShares ESG Aware MSCI EM ETF
-2.08%
-$28,445.73 
VGT Vanguard Information Technology ETF
-2.03%
-$5,789.52 
IEMG iShares Core MSCI Emerging Markets ETF
-1.96%
-$14,291.58 
NVX NOVONIX Limited ADR
-1.82%
-$80 
META Meta Platforms Inc Class A
-1.75%
-$7,438.44 
GLDM SPDR Gold MiniShares Trust
-1.72%
-$7,192.56 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.69%
-$305,844 
AVEM Avantis Emerging Markets Equity ETF
-1.66%
-$47,953.26 
DFSE Dimensional Emerging Markets Sustainability Core 1 ETF
-1.61%
-$33,635.33 
NULG Nuveen ESG Large-Cap Growth ETF
-1.57%
-$41,653.53 
TSLA Tesla, Inc.
-1.43%
-$7,684.95 
USXF iShares ESG Aware MSCI USA ETF
-1.42%
-$39,040.6 
TCHP T. Rowe Price Blue Chip Growth ETF
-1.41%
-$5,122.98 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$14,832.72 
SCHF Schwab International Equity ETF
-1.18%
-$6,132.1 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$9,501.34 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-1.16%
-$38,631.6 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$6,130.6 
VEU Vanguard FTSE All-World ex-US ETF
-1.1%
-$8,009.91 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.09%
-$395,575.5 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.09%
-$41,301.74 
AVDV Avantis International Small Cap Value ETF
-1.04%
-$31,686.3 
VUG Vanguard Growth ETF
-0.89%
-$2,157.18 
NACP Impact Shares NAACP Minority Empowerment ETF
-0.87%
-$2,216.65 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.78%
-$5,121.63 
DFIC Dimensional International Core Equity Market ETF
-0.66%
-$1,409.69 
DFIS Dimensional International Small Cap ETF
-0.66%
-$2,935.86 
DFSI Dimensional International Sustainability Core 1 ETF
-0.5%
-$15,138.37 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.49%
-$1,429.87 
VOO Vanguard S&P 500 ETF
-0.39%
-$8,148.84 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$13,137.94 
IVV iShares Core S&P 500 ETF
-0.38%
-$1,484.8 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.38%
-$984.69 
SCHB Schwab U.S. Broad Market ETF
-0.38%
-$31,775.92 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$198,855.36 
DISV Dimensional International Small Cap Equity Fund
-0.3%
-$57,489.62 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.3%
-$6,663.25 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
-0.28%
-$713.69 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.27%
-$1,142.89 
NYF iShares New York Muni Bond ETF
-0.22%
-$5,913.36 
BNDX Vanguard Total International Bond ETF
-0.22%
-$2,243.74 
DFGX Dimensional Global ex US Core Fixed Income Fund
-0.2%
-$36,957.17 
SCHR Schwab Intermediate-Term U.S. Treasury ETF
-0.18%
-$911.52 
MUB iShares National Muni Bond ETF
-0.17%
-$3,036.78 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.15%
-$313.87 
BGRN iShares USD Green Bond ETF
-0.15%
-$1,627.78 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.14%
-$11,013.37 
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF
-0.14%
-$861 
VTEB Vanguard Tax-Exempt Bond ETF
-0.14%
-$6,357.87 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.13%
-$22,993.32 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.12%
-$15,253.63 
VCEB Vanguard ESG U.S. Corporate Bond Fund
-0.08%
-$877.35 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
-0.08%
-$270.48 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.06%
-$507.24 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.04%
-$2,407.2 
STIP iShares 0-5 Year TIPS Bond ETF
-0.04%
-$2,707.32 
SUB iShares Short-Term National Muni Bond ETF
-0.03%
-$1,135.64 
DFSU Dimensional US Sustainability Core 1 ETF
-0.02%
-$1,191.02 Events
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Dividends
Dividend Analysis
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| Trades 796 | Longs Won 631/796 79% | Profit Factor 62.18 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $474,318.53 |
| Average Win $154,960.37 | Best Trade (Jul 10) $7.23M | Sharpe Ratio -10.03 |
| Average Loss -$9,529.94 | Worst Trade (Jul 13) -$278,981.76 | Z-Score 9.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 4d | Expectancy $120,863.76 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 35,714 | 32,143 | 28,571 | 25,000 | 21,429 | 17,857 | 14,286 | 10,714 | 7,143 | 3,571 |
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Returns
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