Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q3 2025
Top Holdings1,527 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
SPDR PORTFOLIO S&P 500 GROWT | 5.2M | $547.9M | 4.0% | $58.82 | +76.65% | 24 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE S&P 500 ETF | 645,448 | $432M | 3.2% | $368.88 | +80.11% | 24 qtrssince 2019-Q4 | Increased 59 |
VANGUARD GROWTH ETF | 865,136 | $414.9M | 3.1% | $256.71 | +86.03% | 24 qtrssince 2019-Q4 | Increased 58 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 586,946 | $352.4M | 2.6% | $298.49 | +100.33% | 24 qtrssince 2019-Q4 | Increased 56 |
VANGUARD RUSSELL 1000 GROWTH | 2.9M | $351.8M | 2.6% | $67.81 | +76.72% | 23 qtrssince 2020-Q1 | Decreased 0 |
SPDR SERIES TRUST | 4.9M | $269.5M | 2.0% | $40.30 | +36.11% | 24 qtrssince 2019-Q4 | Decreased 0 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 926,383 | $261.1M | 1.9% | $48.97 | +185.77% | 24 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 2.3M | $243.8M | 1.8% | $61.32 | +69.06% | 24 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD VALUE ETF | 1.2M | $229.4M | 1.7% | $131.93 | +40.08% | 24 qtrssince 2019-Q4 | Increased 53 |
VANGUARD INFO TECH ETF | 305,694 | $228.2M | 1.7% | $252.73 | +193.76% | 24 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.7M | $209.5M | 1.5% | $78.25 | +60.64% | 24 qtrssince 2019-Q4 | Decreased 0 |
APPLE INC | 755,750 | $192.4M | 1.4% | $147.97 | +71.45% | 24 qtrssince 2019-Q4 | Increased 50 |
NVIDIA CORP | 1M | $191.8M | 1.4% | $122.09 | +48.94% | 24 qtrssince 2019-Q4 | Increased 49 |
STATE STREET SPDR S&P 500 ETF TRUST CL USD INC | 276,747 | $184.4M | 1.4% | $437.87 | +51.12% | 24 qtrssince 2019-Q4 | Increased 50 |
VANGUARD S&P 500 ETF | 283,600 | $173.7M | 1.3% | $374.22 | +62.58% | 24 qtrssince 2019-Q4 | Increased 51 |
AMAZON.COM INC | 591,181 | $129.8M | 1.0% | $151.99 | +46.17% | 24 qtrssince 2019-Q4 | Increased 47 |
MICROSOFT CORP | 250,603 | $129.8M | 1.0% | $294.88 | +74.19% | 24 qtrssince 2019-Q4 | Increased 45 |
VANGUARD TOTAL STOCK MARKET VIPERS | 380,876 | $125M | 0.9% | $215.39 | +51.43% | 24 qtrssince 2019-Q4 | Increased 45 |
ISHARES CORE MSCI EAFE ETF | 1.4M | $122.4M | 0.9% | $61.12 | +39.49% | 24 qtrssince 2019-Q4 | Increased 45 |
VANGUARD LARGE-CAP ETF | 335,674 | $103.3M | 0.8% | $160.36 | +90.84% | 24 qtrssince 2019-Q4 | Increased 43 |
Equitable Holdings, Inc. manages $13.6B across 1527 positions as of Q3 2025. Top holdings: SPYG (4.0%), IVV (3.2%), VUG (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1/5.0.
Active quarter - 143 new positions, 70 exits, 946 increased. Top move: IVV (INCREASED, conviction 59). Portfolio: $13.6B across 1527 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