Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q4 2022
Top Holdings897 positions
SPDR SER TR | 4.7M | $236.2M | 4.1% | $53.55 | -8.05% | 13 qtrssince 2019-Q4 | Increased 59 |
VANGUARD INDEX FDS | 892,659 | $190.2M | 3.3% | $35.94 | -3.07% | 13 qtrssince 2019-Q4 | Increased 56 |
VANGUARD RUSSELL 1000 GROWTH FD | 3.2M | $178.2M | 3.1% | $65.25 | -17.32% | 12 qtrssince 2020-Q1 | Decreased 0 |
ISHARES TR | 461,243 | $177.2M | 3.1% | $305.82 | +19.45% | 13 qtrssince 2019-Q4 | Increased 59 |
ISHARES TR | 3.4M | $167.4M | 2.9% | $50.74 | -6.07% | 13 qtrssince 2019-Q4 | Increased 52 |
INVESCO QQQ TR | 566,659 | $150.9M | 2.6% | $225.65 | +15.91% | 13 qtrssince 2019-Q4 | Increased 54 |
SELECT SECTOR SPDR TR | 1.1M | $138.7M | 2.4% | $47.59 | +27.47% | 13 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD | 418,173 | $133.6M | 2.3% | $31.65 | +23.59% | 13 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 466,250 | $130.6M | 2.3% | $43.20 | +6.85% | 13 qtrssince 2019-Q4 | Increased 52 |
VANGUARD INDEX FDS | 853,389 | $119.8M | 2.1% | $106.64 | +20.75% | 13 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 528,529 | $113.2M | 2.0% | $42.42 | +23.87% | 13 qtrssince 2019-Q4 | Increased 48 |
SPDR SER TR | 2.3M | $88.4M | 1.5% | $31.36 | +15.24% | 13 qtrssince 2019-Q4 | Increased 48 |
ISHARES TR | 1.3M | $80.9M | 1.4% | $58.66 | -5.19% | 13 qtrssince 2019-Q4 | Decreased 0 |
GOLDMAN SACHS ETF TR | 776,557 | $77.4M | 1.3% | $84.54 | +0.77% | 13 qtrssince 2019-Q4 | Increased 65 |
ISHARES TR | 503,113 | $76.3M | 1.3% | $120.53 | +17.43% | 13 qtrssince 2019-Q4 | Decreased 0 |
ISHARES TR | 1.2M | $74.1M | 1.3% | $52.45 | +11.79% | 13 qtrssince 2019-Q4 | Decreased 0 |
SPDR SER TR | 801,156 | $73.3M | 1.3% | $77.41 | +0.02% | 5 qtrssince 2021-Q4 | Increased 75 |
VANGUARD INDEX FDS | 194,764 | $68.4M | 1.2% | $283.88 | +17.74% | 13 qtrssince 2019-Q4 | Increased 47 |
SPDR S&P 500 ETF TR | 170,370 | $65.2M | 1.1% | $357.12 | +2.14% | 13 qtrssince 2019-Q4 | Increased 47 |
ISHARES TR | 613,218 | $64.6M | 1.1% | $84.79 | +17.01% | 13 qtrssince 2019-Q4 | Increased 46 |
Equitable Holdings, Inc. manages $5.7B across 897 positions as of Q4 2022. Top holdings: SPYG (4.1%), VUG (3.3%), VONG (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 97 new positions, 65 exits, 440 increased. Top move: BIL (INCREASED, conviction 75). Portfolio: $5.7B across 897 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR