Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q4 2019
Top Holdings583 positions
iShares Trust RUS 1000 GRW ETF | 1.1M | $193.5M | 5.7% | $42.18 | 0.00% | 1 qtr | First report 0 |
ISHARES TR | 831,281 | $161M | 4.7% | $46.20 | 0.00% | 1 qtr | First report 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 737,179 | $134.3M | 3.9% | $29.18 | 0.00% | 1 qtr | First report 0 |
ISHARES MORNINGSTAR GROWTH ETF | 578,423 | $121.4M | 3.5% | $40.54 | 0.00% | 1 qtr | First report 0 |
iShares Trust CORE S&P500 ETF | 366,709 | $118.5M | 3.5% | $292.81 | 0.00% | 1 qtr | First report 0 |
ISHARES RUSSELL 1000 VALUE ETF | 821,149 | $112.1M | 3.3% | $119.53 | 0.00% | 1 qtr | First report 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 451,042 | $95.9M | 2.8% | $204.77 | 0.00% | 1 qtr | First report 0 |
SELECT SECTOR SPDR TR | 1M | $92.1M | 2.7% | $43.38 | 0.00% | 1 qtr | First report 0 |
VANGUARD WORLD FDS | 369,981 | $90.6M | 2.6% | $29.20 | 0.00% | 1 qtr | First report 0 |
ISHARES EXPANDED TECH SECTOR ETF | 358,950 | $86.9M | 2.5% | $39.48 | 0.00% | 1 qtr | First report 0 |
VANGUARD INDEX FDS | 705,622 | $84.6M | 2.5% | $101.56 | 0.00% | 1 qtr | First report 0 |
ISHARES RUSSELL MID-CAP VALUE ETF | 735,510 | $69.7M | 2.0% | $84.24 | 0.00% | 1 qtr | First report 0 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 363,438 | $53.7M | 1.6% | $134.35 | 0.00% | 1 qtr | First report 0 |
ISHARES S&P 500 VALUE ETF | 387,271 | $50.4M | 1.5% | $113.58 | 0.00% | 1 qtr | First report 0 |
ISHARES RUSSELL 1000 ETF | 270,744 | $48.3M | 1.4% | $163.40 | 0.00% | 1 qtr | First report 0 |
ISHARES MSCI USA MIN VOL FACTOR ETF | 709,342 | $46.5M | 1.4% | $58.62 | 0.00% | 1 qtr | First report 0 |
ISHARES MORNINGSTAR U.S. EQUITY ETF | 250,301 | $46.2M | 1.3% | $42.08 | 0.00% | 1 qtr | First report 0 |
ISHARES CORE MSCI EAFE ETF | 692,112 | $45.2M | 1.3% | $54.09 | 0.00% | 1 qtr | First report 0 |
VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 378,284 | $45.1M | 1.3% | $102.30 | 0.00% | 1 qtr | First report 0 |
INVESCO S&P 500 LOW VOLATILITY ETF | 743,100 | $43.4M | 1.3% | $50.86 | 0.00% | 1 qtr | First report 0 |
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: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
First quarter we have for this fund: 583 positions, nothing earlier to compare. No standout high-conviction moves this quarter. Portfolio: $3.4B across 583 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
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