Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q3 2024
Top Holdings1,256 positions
SPDR SERIES TRUST | 5.6M | $460.5M | 4.5% | $56.97 | +43.92% | 20 qtrssince 2019-Q4 | Increased 58 |
ISHARES TR | 579,790 | $334.4M | 3.2% | $340.77 | +65.17% | 20 qtrssince 2019-Q4 | Increased 58 |
VANGUARD SCOTTSDALE FDS | 3.3M | $318.6M | 3.1% | $66.19 | +44.54% | 19 qtrssince 2020-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 795,706 | $305.5M | 3.0% | $40.39 | +57.01% | 20 qtrssince 2019-Q4 | Increased 55 |
INVESCO QQQ TR | 542,981 | $265M | 2.6% | $259.05 | +86.52% | 20 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 3M | $250.4M | 2.4% | $53.00 | +57.09% | 20 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 1M | $226.3M | 2.2% | $48.93 | +128.06% | 20 qtrssince 2019-Q4 | Decreased 0 |
SPDR SERIES TRUST | 3.8M | $202M | 2.0% | $37.03 | +37.46% | 20 qtrssince 2019-Q4 | Increased 49 |
VANGUARD WORLD FD | 341,233 | $200.1M | 1.9% | $31.65 | +129.84% | 20 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1.1M | $194M | 1.9% | $116.62 | +43.49% | 20 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 2M | $188.7M | 1.8% | $43.20 | +121.33% | 20 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 609,849 | $142.1M | 1.4% | $108.26 | +113.43% | 20 qtrssince 2019-Q4 | Increased 50 |
STATE STR SPDR S&P 500 ETF T | 236,488 | $135.7M | 1.3% | $402.02 | +39.50% | 20 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 230,714 | $121.7M | 1.2% | $328.50 | +56.81% | 20 qtrssince 2019-Q4 | Increased 49 |
NVIDIA CORPORATION | 925,748 | $112.4M | 1.1% | $38.57 | +214.01% | 20 qtrssince 2019-Q4 | Increased 54 |
SPDR INDEX SHS FDS | 2.9M | $108.7M | 1.1% | $29.46 | +19.72% | 20 qtrssince 2019-Q4 | Increased 50 |
ISHARES TR | 1.3M | $105.1M | 1.0% | $58.61 | +24.32% | 20 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 237,384 | $89.1M | 0.9% | $42.42 | +119.56% | 20 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 320,975 | $84.5M | 0.8% | $152.37 | +68.83% | 20 qtrssince 2019-Q4 | Increased 46 |
VANGUARD INDEX FDS | 296,694 | $84M | 0.8% | $191.59 | +44.31% | 20 qtrssince 2019-Q4 | Increased 47 |
Equitable Holdings, Inc. manages $10.3B across 1256 positions as of Q3 2024. Top holdings: SPYG (4.5%), IVV (3.2%), VONG (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 2.5/5.0.
Active quarter - 108 new positions, 62 exits, 672 increased. Top move: SPYG (INCREASED, conviction 58). Portfolio: $10.3B across 1256 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