Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q3 2020
Top Holdings622 positions
iShares Trust RUS 1000 GRW ETF | 966,260 | $209.6M | 5.4% | $42.18 | +24.15% | 4 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 779,064 | $180M | 4.6% | $46.20 | +20.28% | 4 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD WORLD FDS | 528,373 | $164.6M | 4.2% | $31.52 | +18.88% | 4 qtrssince 2019-Q4 | Increased 73 |
SELECT SECTOR SPDR TR | 1.4M | $158.2M | 4.1% | $46.92 | +18.88% | 4 qtrssince 2019-Q4 | Increased 74 |
ISHARES EXPANDED TECH SECTOR ETF | 489,077 | $151.2M | 3.9% | $42.86 | +18.01% | 4 qtrssince 2019-Q4 | Increased 75 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 652,830 | $148.6M | 3.8% | $29.18 | +25.77% | 4 qtrssince 2019-Q4 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 401,226 | $134.8M | 3.5% | $290.56 | +6.35% | 4 qtrssince 2019-Q4 | Increased 57 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 476,263 | $132.3M | 3.4% | $202.93 | +31.72% | 4 qtrssince 2019-Q4 | Decreased 0 |
ISHARES MORNINGSTAR GROWTH ETF | 430,262 | $115.1M | 3.0% | $40.54 | +27.74% | 4 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 830,212 | $86.8M | 2.2% | $98.88 | -8.28% | 4 qtrssince 2019-Q4 | Increased 52 |
ISHARES RUSSELL 1000 VALUE ETF | 576,250 | $68.1M | 1.8% | $119.42 | -11.56% | 4 qtrssince 2019-Q4 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 193,930 | $59.7M | 1.5% | $260.54 | +8.52% | 4 qtrssince 2019-Q4 | Increased 53 |
ISHARES RUSSELL MID-CAP VALUE ETF | 709,610 | $57.4M | 1.5% | $84.14 | -12.90% | 4 qtrssince 2019-Q4 | Decreased 0 |
Apple Inc. | 481,447 | $55.8M | 1.4% | $71.31 | +57.39% | 4 qtrssince 2019-Q4 | Increased 75 |
ISHARES MSCI USA MIN VOL FACTOR ETF | 840,543 | $53.6M | 1.4% | $57.27 | +1.06% | 4 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 792,059 | $47.7M | 1.2% | $52.58 | -2.95% | 4 qtrssince 2019-Q4 | Increased 51 |
ISHARES RUSSELL 1000 ETF | 250,478 | $46.9M | 1.2% | $163.40 | +6.29% | 4 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 295,307 | $46.2M | 1.2% | $134.35 | +7.32% | 4 qtrssince 2019-Q4 | Decreased 0 |
ISHARES MORNINGSTAR VALUE ETF | 458,036 | $45.3M | 1.2% | $48.29 | -9.91% | 4 qtrssince 2019-Q4 | Increased 51 |
ISHARES MORNINGSTAR U.S. EQUITY ETF | 232,060 | $45.3M | 1.2% | $42.08 | +7.01% | 4 qtrssince 2019-Q4 | Decreased 0 |
Equitable Holdings, Inc. manages $3.9B across 622 positions as of Q3 2020. Top holdings: IWF (5.4%), IVW (4.6%), VGT (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 46 new positions, 46 exits, 292 increased. Top move: IGM (INCREASED, conviction 75). Portfolio: $3.9B across 622 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
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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
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