Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q3 2021
Top Holdings829 positions
VANGUARD INDEX FDS | 893,444 | $259.3M | 4.4% | $36.00 | +30.72% | 8 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 3.5M | $231.1M | 3.9% | $51.00 | +24.83% | 8 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 3.2M | $225.5M | 3.8% | $65.47 | +4.23% | 7 qtrssince 2020-Q1 | Increased 57 |
SELECT SECTOR SPDR TR | 1.3M | $199.1M | 3.4% | $47.58 | +51.21% | 8 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD WORLD FD | 492,482 | $197.6M | 3.4% | $31.52 | +54.32% | 8 qtrssince 2019-Q4 | Decreased 0 |
INVESCO QQQ TRUST SERIES 1 | 535,907 | $191.8M | 3.3% | $218.57 | +58.95% | 8 qtrssince 2019-Q4 | Increased 59 |
ISHARES TR | 697,927 | $191.3M | 3.3% | $42.18 | +57.78% | 8 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 463,650 | $187.2M | 3.2% | $42.95 | +54.12% | 8 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 2.3M | $172.6M | 2.9% | $46.20 | +54.90% | 8 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 385,281 | $166M | 2.8% | $291.26 | +37.99% | 8 qtrssince 2019-Q4 | Increased 52 |
SPDR SER TR | 2.4M | $155M | 2.6% | $55.19 | +11.45% | 8 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $149.1M | 2.5% | $105.77 | +13.70% | 8 qtrssince 2019-Q4 | Decreased 0 |
SPDR SER TR | 3M | $118.7M | 2.0% | $31.30 | +12.49% | 8 qtrssince 2019-Q4 | Increased 55 |
ISHARES TR | 1.7M | $108.7M | 1.9% | $52.45 | +9.29% | 8 qtrssince 2019-Q4 | Increased 49 |
ISHARES TR | 577,081 | $90.3M | 1.5% | $120.53 | +18.12% | 8 qtrssince 2019-Q4 | Increased 49 |
VANGUARD INDEX FDS | 206,045 | $81.3M | 1.4% | $277.53 | +32.48% | 8 qtrssince 2019-Q4 | Increased 55 |
ISHARES TR | 702,371 | $79.5M | 1.4% | $84.74 | +23.00% | 8 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 960,372 | $71.3M | 1.2% | $55.46 | +13.65% | 8 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 1M | $71.3M | 1.2% | $52.59 | +18.50% | 7 qtrssince 2020-Q1 | Increased 51 |
GOLDMAN SACHS ETF TR | 693,546 | $69.4M | 1.2% | $83.83 | 0.00% | 8 qtrssince 2019-Q4 | Increased 75 |
Equitable Holdings, Inc. manages $5.9B across 829 positions as of Q3 2021. Top holdings: VUG (4.4%), ILCG (3.9%), VONG (3.8%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 57 new positions, 40 exits, 470 increased. Top move: GBIL (INCREASED, conviction 75). Portfolio: $5.9B across 829 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
Verify source filings on SEC EDGAR