Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q4 2020
Top Holdings678 positions
iShares Trust RUS 1000 GRW ETF | 918,889 | $221.6M | 5.0% | $42.18 | +38.25% | 5 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 3.1M | $197.8M | 4.5% | $46.20 | +33.19% | 5 qtrssince 2019-Q4 | Increased 90 |
VANGUARD WORLD FDS | 523,368 | $185.2M | 4.2% | $31.52 | +35.31% | 5 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 1.4M | $181.2M | 4.1% | $47.34 | +31.60% | 5 qtrssince 2019-Q4 | Increased 57 |
ISHARES EXPANDED TECH SECTOR ETF | 491,977 | $172.1M | 3.9% | $42.95 | +33.39% | 5 qtrssince 2019-Q4 | Increased 56 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 652,606 | $165.3M | 3.8% | $29.18 | +40.25% | 5 qtrssince 2019-Q4 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 398,482 | $149.6M | 3.4% | $290.56 | +19.31% | 5 qtrssince 2019-Q4 | Decreased 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 471,633 | $148M | 3.4% | $202.93 | +49.66% | 5 qtrssince 2019-Q4 | Decreased 0 |
ISHARES MORNINGSTAR GROWTH ETF | 427,562 | $123.9M | 2.8% | $40.54 | +38.56% | 5 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 856,162 | $101.8M | 2.3% | $99.03 | +4.95% | 5 qtrssince 2019-Q4 | Increased 53 |
ISHARES RUSSELL 1000 VALUE ETF | 549,240 | $75.1M | 1.7% | $119.42 | +2.82% | 5 qtrssince 2019-Q4 | Decreased 0 |
ISHARES RUSSELL MID-CAP VALUE ETF | 706,176 | $68.5M | 1.6% | $84.14 | +4.95% | 5 qtrssince 2019-Q4 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 184,763 | $63.5M | 1.4% | $260.54 | +21.73% | 5 qtrssince 2019-Q4 | Decreased 0 |
ISHARES CORE MSCI EAFE ETF | 863,754 | $59.7M | 1.4% | $53.14 | +11.59% | 5 qtrssince 2019-Q4 | Increased 51 |
Apple Inc. | 448,072 | $59.5M | 1.4% | $71.31 | +80.64% | 5 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD MORNINGSTAR LARGE-CAP ETF | 309,168 | $54.3M | 1.2% | $135.61 | +19.91% | 5 qtrssince 2019-Q4 | Increased 49 |
ISHARES MORNINGSTAR VALUE ETF | 446,336 | $50.1M | 1.1% | $48.29 | +3.05% | 5 qtrssince 2019-Q4 | Decreased 0 |
iShares Trust RUS MD CP GR ETF | 483,428 | $49.6M | 1.1% | $75.15 | +32.91% | 5 qtrssince 2019-Q4 | Increased 74 |
VANGUARD MORNINGSTAR MID-CAP VALUE ETF | 415,288 | $49.4M | 1.1% | $102.75 | +2.20% | 5 qtrssince 2019-Q4 | Increased 55 |
ISHARES RUSSELL 1000 ETF | 233,141 | $49.4M | 1.1% | $163.40 | +20.77% | 5 qtrssince 2019-Q4 | Decreased 0 |
Equitable Holdings, Inc. manages $4.4B across 678 positions as of Q4 2020. Top holdings: IWF (5.0%), IVW (4.5%), VGT (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 88 new positions, 32 exits, 294 increased. Top move: IVW (INCREASED, conviction 90). Portfolio: $4.4B across 678 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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
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