Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings583 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
ISHARES TR RUSSELL 1000 GROWTH INDEX FUND | 1.1M | $193.5M | 5.7% | $168.90 | 0.00% | 1 qtr | New 94 |
ISHARES S&P 500 GROWTH ETF | 831,281 | $161M | 4.7% | $46.23 | 0.00% | 1 qtr | New 84 |
VANGUARD GROWTH ETF | 737,179 | $134.3M | 3.9% | $175.31 | 0.00% | 1 qtr | New 84 |
ISHARES TR | 578,423 | $121.4M | 3.5% | $40.64 | 0.00% | 1 qtr | New 83 |
ISHARES CORE S&P 500 ETF | 366,709 | $118.5M | 3.5% | $294.56 | 0.00% | 1 qtr | New 83 |
ISHARES TR RUSSELL 1000 VALUE INDEX FUND | 821,149 | $112.1M | 3.3% | $120.46 | 0.00% | 1 qtr | New 83 |
INVESCO QQQ TRUST SERIES 1 CL USD INC | 451,042 | $95.9M | 2.8% | $204.77 | 0.00% | 1 qtr | New 77 |
TECHNOLOGY SELECT SECTOR FUND SPDR | 1M | $92.1M | 2.7% | $43.39 | 0.00% | 1 qtr | New 77 |
VANGUARD INFO TECH ETF | 369,981 | $90.6M | 2.6% | $233.48 | 0.00% | 1 qtr | New 77 |
ISHARES TR | 358,950 | $86.9M | 2.5% | $39.44 | 0.00% | 1 qtr | New 77 |
VANGUARD VALUE ETF | 705,622 | $84.6M | 2.5% | $102.85 | 0.00% | 1 qtr | New 77 |
ISHARES RUSSELL MIDCAP VALUE INDEX FUND | 735,510 | $69.7M | 2.0% | $84.72 | 0.00% | 1 qtr | New 77 |
VANGUARD LARGE-CAP ETF | 363,438 | $53.7M | 1.6% | $135.10 | 0.00% | 1 qtr | New 67 |
ISHARES S&P 500/BARRA VALUE | 387,271 | $50.4M | 1.5% | $114.56 | 0.00% | 1 qtr | New 67 |
ISHARES RUSSELL 1000 ETF | 270,744 | $48.3M | 1.4% | $164.14 | 0.00% | 1 qtr | New 67 |
ISHARES EDGE MSCI MIN VOL US | 709,342 | $46.5M | 1.4% | $59.11 | 0.00% | 1 qtr | New 67 |
ISHARES TR | 250,301 | $46.2M | 1.3% | $42.31 | 0.00% | 1 qtr | New 67 |
ISHARES CORE MSCI EAFE ETF | 692,112 | $45.2M | 1.3% | $54.09 | 0.00% | 1 qtr | New 67 |
VANGUARD MID-CAP VALUE ETF | 378,284 | $45.1M | 1.3% | $103.43 | 0.00% | 1 qtr | New 67 |
INVESCO S&P 500 LOW VOLATILI | 743,100 | $43.4M | 1.3% | $50.86 | 0.00% | 1 qtr | New 67 |
Equitable Holdings, Inc. manages $3.4B across 583 positions as of Q4 2019. Top holdings: IWF (5.7%), IVW (4.7%), VUG (3.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 1.5/5.0.
Active quarter - 583 new positions, 0 exits, 0 increased. Top move: IWF (NEW, conviction 94). Portfolio: $3.4B across 583 positions.
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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