Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q1 2020
Top Holdings578 positions
iShares Russell 1000 Growth ETF | 1M | $155.8M | 5.6% | $42.18 | -14.11% | 2 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 807,503 | $133.3M | 4.8% | $46.20 | -14.49% | 2 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 714,051 | $111.9M | 4.0% | $29.18 | -13.76% | 2 qtrssince 2019-Q4 | Decreased 0 |
iShares Core S&P 500 ETF | 384,892 | $99.5M | 3.6% | $290.10 | -18.81% | 2 qtrssince 2019-Q4 | Increased 58 |
Invesco QQQ Trust Series 1 | 499,176 | $95M | 3.4% | $202.93 | -8.49% | 2 qtrssince 2019-Q4 | Increased 61 |
ISHARES TR | 463,705 | $86.1M | 3.1% | $40.54 | -11.42% | 2 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD WORLD FD | 374,655 | $79.4M | 2.9% | $29.15 | -12.98% | 2 qtrssince 2019-Q4 | Increased 51 |
Technology Select Sector SPDR Fund | 980,642 | $78.8M | 2.8% | $43.38 | -11.87% | 2 qtrssince 2019-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 VALUE E | 788,333 | $78.2M | 2.8% | $119.53 | -26.71% | 2 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 342,050 | $72.4M | 2.6% | $39.48 | -12.37% | 2 qtrssince 2019-Q4 | Decreased 0 |
Vanguard Value ETF | 744,226 | $66.3M | 2.4% | $100.25 | -24.04% | 2 qtrssince 2019-Q4 | Increased 54 |
ISHARES TR | 713,726 | $45.7M | 1.6% | $84.24 | -31.71% | 2 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 798,130 | $43.1M | 1.5% | $57.50 | -15.54% | 2 qtrssince 2019-Q4 | Increased 52 |
Vanguard Large-Cap ETF | 353,147 | $41.8M | 1.5% | $134.35 | -19.44% | 2 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 776,797 | $38.8M | 1.4% | $52.76 | -20.67% | 2 qtrssince 2019-Q4 | Increased 51 |
ISHARES TR | 386,850 | $37.2M | 1.3% | $113.58 | -25.34% | 2 qtrssince 2019-Q4 | Decreased 0 |
ISHARES RUSSELL 1000 ETF | 261,279 | $37M | 1.3% | $163.40 | -20.24% | 2 qtrssince 2019-Q4 | Decreased 0 |
Invesco S&P 500 Low Volatility ETF | 774,854 | $36.4M | 1.3% | $50.46 | -18.40% | 2 qtrssince 2019-Q4 | Increased 48 |
ISHARES TR | 247,532 | $36.3M | 1.3% | $42.08 | -20.10% | 2 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 412,536 | $35.7M | 1.3% | $48.82 | -23.21% | 2 qtrssince 2019-Q4 | Increased 51 |
Equitable Holdings, Inc. manages $2.8B across 578 positions as of Q1 2020. Top holdings: IWF (5.6%), IVW (4.8%), VUG (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 68 new positions, 73 exits, 264 increased. Top move: QQQ (INCREASED, conviction 61). Portfolio: $2.8B across 578 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR