Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,454 positions
SPDR SER TR | 5.4M | $510.2M | 4.2% | $58.39 | +62.18% | 23 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 624,312 | $387.6M | 3.2% | $356.12 | +71.80% | 23 qtrssince 2019-Q4 | Increased 57 |
VANGUARD INDEX FDS | 849,857 | $372.6M | 3.1% | $41.96 | +73.19% | 23 qtrssince 2019-Q4 | Increased 58 |
VANGUARD SCOTTSDALE FDS | 3M | $327.3M | 2.7% | $66.19 | +64.18% | 22 qtrssince 2020-Q1 | Decreased 0 |
INVESCO QQQ TR | 555,843 | $306.6M | 2.5% | $281.39 | +94.90% | 23 qtrssince 2019-Q4 | Increased 58 |
SPDR SER TR | 4.9M | $255.4M | 2.1% | $39.90 | +28.25% | 23 qtrssince 2019-Q4 | Increased 58 |
SELECT SECTOR SPDR TR | 943,197 | $238.8M | 2.0% | $49.04 | +156.52% | 23 qtrssince 2019-Q4 | Increased 48 |
ISHARES TR | 2.4M | $235.7M | 1.9% | $53.00 | +81.78% | 23 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD WORLD FDS | 317,532 | $210.6M | 1.7% | $31.65 | +160.84% | 23 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $199M | 1.6% | $125.74 | +37.05% | 23 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.7M | $194.3M | 1.6% | $43.20 | +159.57% | 23 qtrssince 2019-Q4 | Decreased 0 |
SPDR S&P 500 ETF TR | 267,288 | $165.1M | 1.4% | $426.83 | +42.81% | 23 qtrssince 2019-Q4 | Increased 52 |
NVIDIA CORPORATION | 1M | $158.3M | 1.3% | $54.41 | +189.68% | 23 qtrssince 2019-Q4 | Increased 55 |
VANGUARD INDEX FDS | 265,574 | $150.9M | 1.2% | $355.40 | +57.56% | 23 qtrssince 2019-Q4 | Increased 51 |
APPLE INC | 728,969 | $149.6M | 1.2% | $127.35 | +60.34% | 23 qtrssince 2019-Q4 | Increased 55 |
AMAZON COM INC | 540,314 | $118.5M | 1.0% | $147.12 | +49.13% | 23 qtrssince 2019-Q4 | Increased 48 |
MICROSOFT CORP | 236,879 | $117.8M | 1.0% | $280.25 | +75.75% | 23 qtrssince 2019-Q4 | Increased 47 |
ISHARES TR | 1.3M | $111.6M | 0.9% | $59.12 | +36.31% | 23 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 360,398 | $109.5M | 0.9% | $207.58 | +44.36% | 23 qtrssince 2019-Q4 | Increased 45 |
INVESCO EXCHANGE TRADED FD T | 1.3M | $94.1M | 0.8% | $50.35 | +39.58% | 23 qtrssince 2019-Q4 | Increased 45 |
Equitable Holdings, Inc. manages $12.1B across 1454 positions as of Q2 2025. Top holdings: SPYG (4.2%), IVV (3.2%), VUG (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 172 new positions, 55 exits, 863 increased. Top move: VUG (INCREASED, conviction 58). Portfolio: $12.1B across 1454 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