Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q2 2025
Top Holdings1,454 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S&P 500 GROWT | 5.4M | $510.2M | 4.2% | $58.82 | +60.70% | 23 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 624,312 | $387.6M | 3.2% | $358.88 | +70.93% | 23 qtrssince 2019-Q4 | Increased 57 |
VANGUARD GROWTH ETF | 849,857 | $372.6M | 3.1% | $252.74 | +72.11% | 23 qtrssince 2019-Q4 | Increased 58 |
VANGUARD RUSSELL 1000 GROWTH | 3M | $327.3M | 2.7% | $67.81 | +59.64% | 22 qtrssince 2020-Q1 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 555,843 | $306.6M | 2.5% | $281.74 | +94.06% | 23 qtrssince 2019-Q4 | Increased 58 |
SPDR SERIES TRUST | 4.9M | $255.4M | 2.1% | $40.30 | +28.00% | 23 qtrssince 2019-Q4 | Increased 58 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 943,197 | $238.8M | 2.0% | $48.97 | +155.31% | 23 qtrssince 2019-Q4 | Increased 48 |
ISHARES TR | 2.4M | $235.7M | 1.9% | $61.32 | +56.51% | 23 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INFO TECH ETF | 317,532 | $210.6M | 1.7% | $252.73 | +159.22% | 23 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD VALUE ETF | 1.1M | $199M | 1.6% | $127.02 | +36.92% | 23 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.7M | $194.3M | 1.6% | $78.25 | +42.18% | 23 qtrssince 2019-Q4 | Decreased 0 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 267,288 | $165.1M | 1.4% | $429.95 | +42.20% | 23 qtrssince 2019-Q4 | Increased 52 |
NVIDIA CORP | 1M | $158.3M | 1.3% | $120.56 | +30.83% | 23 qtrssince 2019-Q4 | Increased 55 |
VANGUARD S&P 500 ETF | 265,574 | $150.9M | 1.2% | $358.32 | +56.84% | 23 qtrssince 2019-Q4 | Increased 51 |
APPLE INC | 728,969 | $149.6M | 1.2% | $144.08 | +41.71% | 23 qtrssince 2019-Q4 | Increased 55 |
AMAZON.COM INC | 540,314 | $118.5M | 1.0% | $145.39 | +53.59% | 23 qtrssince 2019-Q4 | Increased 48 |
MICROSOFT CORP | 236,879 | $117.8M | 1.0% | $282.20 | +75.12% | 23 qtrssince 2019-Q4 | Increased 47 |
ISHARES CORE MSCI EAFE ETF | 1.3M | $111.6M | 0.9% | $59.93 | +36.37% | 23 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD TOTAL STOCK MARKET VIPERS | 360,398 | $109.5M | 0.9% | $209.09 | +43.82% | 23 qtrssince 2019-Q4 | Increased 45 |
INVESCO S&P 500 QUALITY ETF | 1.3M | $94.1M | 0.8% | $50.79 | +38.59% | 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 Rating: 1.5/5.0.
Active quarter - 173 new positions, 56 exits, 862 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
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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