Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q2 2020
Top Holdings622 positions
ISHARES TR | 990,887 | $190.2M | 5.5% | $42.18 | +9.65% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 806,187 | $167.3M | 4.8% | $46.20 | +7.75% | 3 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 686,870 | $138.8M | 4.0% | $29.18 | +11.46% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 389,829 | $120.7M | 3.5% | $290.02 | -2.26% | 3 qtrssince 2019-Q4 | Increased 56 |
INVESCO QQQ TR | 481,108 | $119.1M | 3.4% | $202.93 | +15.92% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 459,880 | $107.8M | 3.1% | $40.54 | +11.92% | 3 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD WORLD FD | 381,791 | $106.4M | 3.1% | $29.23 | +14.43% | 3 qtrssince 2019-Q4 | Increased 56 |
SELECT SECTOR SPDR TR | 968,365 | $101.2M | 2.9% | $43.38 | +14.90% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 340,050 | $94.9M | 2.7% | $39.48 | +15.63% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 792,568 | $89.3M | 2.6% | $119.42 | -16.20% | 3 qtrssince 2019-Q4 | Increased 51 |
VANGUARD INDEX FDS | 808,543 | $80.5M | 2.3% | $99.10 | -13.40% | 3 qtrssince 2019-Q4 | Increased 55 |
ISHARES TR | 718,311 | $55M | 1.6% | $84.14 | -17.98% | 3 qtrssince 2019-Q4 | Increased 46 |
ISHARES TR | 871,897 | $52.9M | 1.5% | $57.27 | -4.33% | 3 qtrssince 2019-Q4 | Increased 51 |
VANGUARD INDEX FDS | 169,020 | $47.9M | 1.4% | $257.27 | +0.82% | 3 qtrssince 2019-Q4 | Increased 58 |
VANGUARD INDEX FDS | 309,958 | $44.3M | 1.3% | $134.35 | -2.30% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 257,030 | $44.1M | 1.3% | $163.40 | -2.90% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 244,504 | $42.7M | 1.2% | $42.08 | -4.55% | 3 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 116,519 | $42.5M | 1.2% | $69.96 | +26.10% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 384,634 | $41.6M | 1.2% | $113.58 | -15.58% | 3 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 713,029 | $40.8M | 1.2% | $52.76 | -8.33% | 3 qtrssince 2019-Q4 | Decreased 0 |
Equitable Holdings, Inc. manages $3.5B across 622 positions as of Q2 2020. Top holdings: IWF (5.5%), IVW (4.8%), VUG (4.0%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 88 new positions, 44 exits, 282 increased. Top move: VOO (INCREASED, conviction 58). Portfolio: $3.5B across 622 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