Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q3 2023
Top Holdings1,067 positions
SPDR SER TR | 4.6M | $273.8M | 3.9% | $53.56 | +8.57% | 16 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 3.2M | $217.2M | 3.1% | $65.18 | +3.36% | 15 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 495,968 | $213M | 3.1% | $315.27 | +31.06% | 16 qtrssince 2019-Q4 | Increased 59 |
ISHARES TR | 3.2M | $190.2M | 2.7% | $50.74 | +15.75% | 16 qtrssince 2019-Q4 | Decreased 0 |
INVESCO QQQ TR | 522,600 | $187.2M | 2.7% | $234.36 | +50.31% | 16 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 684,966 | $186.5M | 2.7% | $35.94 | +24.43% | 16 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 1M | $164.1M | 2.4% | $47.94 | +67.76% | 16 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $155.5M | 2.2% | $112.51 | +14.62% | 16 qtrssince 2019-Q4 | Increased 55 |
VANGUARD WORLD FDS | 370,110 | $153.6M | 2.2% | $31.65 | +61.47% | 16 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 379,950 | $145.2M | 2.1% | $43.20 | +46.22% | 16 qtrssince 2019-Q4 | Decreased 0 |
SPDR SER TR | 2.7M | $112.4M | 1.6% | $32.75 | +18.72% | 16 qtrssince 2019-Q4 | Increased 50 |
SPDR SER TR | 1.2M | $106.2M | 1.5% | $79.17 | +1.27% | 8 qtrssince 2021-Q4 | Increased 76 |
ISHARES TR | 394,054 | $104.8M | 1.5% | $42.42 | +54.66% | 16 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 553,866 | $94.8M | 1.4% | $92.95 | +81.74% | 16 qtrssince 2019-Q4 | Increased 49 |
ISHARES TR | 1.4M | $89.4M | 1.3% | $54.35 | +12.46% | 16 qtrssince 2019-Q4 | Increased 55 |
VANGUARD INDEX FDS | 222,921 | $87.5M | 1.3% | $295.29 | +28.02% | 16 qtrssince 2019-Q4 | Increased 50 |
SPDR S&P 500 ETF TR | 195,857 | $83.7M | 1.2% | $374.89 | +9.97% | 16 qtrssince 2019-Q4 | Increased 49 |
ISHARES TR | 1.3M | $82.8M | 1.2% | $57.86 | +2.26% | 16 qtrssince 2019-Q4 | Increased 49 |
ISHARES TR | 468,712 | $71.2M | 1.0% | $120.53 | +19.42% | 16 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 1.1M | $70.3M | 1.0% | $56.02 | +12.72% | 15 qtrssince 2020-Q1 | Increased 60 |
Equitable Holdings, Inc. manages $7B across 1067 positions as of Q3 2023. Top holdings: SPYG (3.9%), VONG (3.1%), IVV (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 70 new positions, 42 exits, 636 increased. Top move: BIL (INCREASED, conviction 76). Portfolio: $7.0B across 1067 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