Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q2 2022
Top Holdings853 positions
SPDR SER TR | 4M | $207.8M | 4.0% | $54.39 | -7.07% | 11 qtrssince 2019-Q4 | Increased 77 |
VANGUARD INDEX FDS | 838,701 | $186.9M | 3.6% | $36.01 | +0.79% | 11 qtrssince 2019-Q4 | Increased 57 |
VANGUARD SCOTTSDALE FDS | 3.3M | $183.6M | 3.5% | $65.44 | -16.27% | 10 qtrssince 2020-Q1 | Increased 57 |
ISHARES TR | 3.3M | $165.8M | 3.2% | $50.88 | -4.05% | 11 qtrssince 2019-Q4 | Increased 59 |
ISHARES TR | 419,677 | $159.1M | 3.0% | $301.16 | +18.57% | 11 qtrssince 2019-Q4 | Increased 59 |
INVESCO QQQ TR | 536,034 | $150.2M | 2.9% | $222.88 | +22.59% | 11 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.2M | $149.1M | 2.8% | $47.59 | +29.52% | 11 qtrssince 2019-Q4 | Increased 52 |
VANGUARD WORLD FDS | 451,676 | $147.5M | 2.8% | $31.65 | +25.73% | 11 qtrssince 2019-Q4 | Increased 53 |
VANGUARD INDEX FDS | 1.1M | $141.5M | 2.7% | $106.64 | +11.86% | 11 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 477,250 | $140.5M | 2.7% | $43.16 | +12.01% | 11 qtrssince 2019-Q4 | Increased 54 |
ISHARES TR | 516,183 | $112.9M | 2.2% | $42.18 | +26.48% | 11 qtrssince 2019-Q4 | Decreased 0 |
SPDR SER TR | 2.5M | $93.5M | 1.8% | $31.30 | +8.01% | 11 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.5M | $88.1M | 1.7% | $52.45 | +5.26% | 11 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 540,637 | $78.4M | 1.5% | $120.53 | +10.81% | 11 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.3M | $75.9M | 1.4% | $58.25 | -10.80% | 11 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 486,648 | $66.5M | 1.3% | $77.94 | +71.82% | 11 qtrssince 2019-Q4 | Increased 47 |
ISHARES TR | 645,953 | $65.6M | 1.3% | $84.74 | +11.59% | 11 qtrssince 2019-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 159,096 | $60M | 1.1% | $358.25 | -0.43% | 11 qtrssince 2019-Q4 | Increased 53 |
VANGUARD SCOTTSDALE FDS | 930,083 | $59.1M | 1.1% | $52.81 | +10.83% | 10 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 446,147 | $57.8M | 1.1% | $110.64 | +6.27% | 11 qtrssince 2019-Q4 | Decreased 0 |
Equitable Holdings, Inc. manages $5.2B across 853 positions as of Q2 2022. Top holdings: SPYG (4.0%), VUG (3.6%), VONG (3.5%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 68 new positions, 83 exits, 423 increased. Top move: SPYG (INCREASED, conviction 77). Portfolio: $5.2B across 853 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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