Equitable Holdings, Inc.
Institutional investor · Portfolio as of Q4 2024
Top Holdings1,263 positions
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | 5.6M | $488M | 4.6% | $56.97 | +52.82% | 21 qtrssince 2019-Q4 | Decreased 0 |
iShares Trust CORE S&P500 ETF | 586,668 | $345.4M | 3.3% | $343.54 | +67.80% | 21 qtrssince 2019-Q4 | Increased 57 |
VANGUARD RUSSELL 1000 GROWTH ETF | 3.3M | $339.4M | 3.2% | $66.19 | +54.89% | 20 qtrssince 2020-Q1 | Decreased 0 |
Vanguard Index Funds MORNINGSTAR GROWTH ETF | 808,829 | $332M | 3.2% | $40.83 | +66.23% | 21 qtrssince 2019-Q4 | Increased 58 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 516,586 | $264.1M | 2.5% | $259.58 | +97.63% | 21 qtrssince 2019-Q4 | Decreased 0 |
ISHARES MORNINGSTAR GROWTH ETF | 2.8M | $246.7M | 2.3% | $53.00 | +67.70% | 21 qtrssince 2019-Q4 | Decreased 0 |
SELECT SECTOR SPDR TR | 988,898 | $229.9M | 2.2% | $48.93 | +135.27% | 21 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD WORLD FDS | 324,519 | $201.8M | 1.9% | $31.65 | +143.96% | 21 qtrssince 2019-Q4 | Decreased 0 |
STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | 3.9M | $201.2M | 1.9% | $37.38 | +32.61% | 21 qtrssince 2019-Q4 | Increased 50 |
ISHARES EXPANDED TECH SECTOR ETF | 1.8M | $188.6M | 1.8% | $43.20 | +135.62% | 21 qtrssince 2019-Q4 | Decreased 0 |
VANGUARD INDEX FDS | 1M | $171.6M | 1.6% | $116.62 | +39.96% | 21 qtrssince 2019-Q4 | Decreased 0 |
Apple Inc. | 590,409 | $147.9M | 1.4% | $108.26 | +129.64% | 21 qtrssince 2019-Q4 | Decreased 0 |
State Street Spdr S&p 500 Etf Trust TR UNIT | 230,548 | $135.1M | 1.3% | $402.02 | +42.98% | 21 qtrssince 2019-Q4 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 233,305 | $125.7M | 1.2% | $330.71 | +59.56% | 21 qtrssince 2019-Q4 | Increased 48 |
NVIDIA Corp. | 865,664 | $116.3M | 1.1% | $38.57 | +247.26% | 21 qtrssince 2019-Q4 | Decreased 0 |
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 1.1M | $103.8M | 1.0% | $84.04 | +1.70% | 13 qtrssince 2021-Q4 | Increased 67 |
ISHARES CORE MSCI EAFE ETF | 1.4M | $101.1M | 1.0% | $59.93 | +13.08% | 21 qtrssince 2019-Q4 | Increased 45 |
Amazon.com, Inc. | 436,800 | $95.8M | 0.9% | $132.32 | +65.81% | 21 qtrssince 2019-Q4 | Increased 46 |
STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 2.7M | $93.2M | 0.9% | $29.77 | +10.82% | 21 qtrssince 2019-Q4 | Decreased 0 |
iShares Trust RUS 1000 GRW ETF | 220,225 | $88.4M | 0.8% | $42.42 | +135.13% | 21 qtrssince 2019-Q4 | Decreased 0 |
Equitable Holdings, Inc. manages $10.5B across 1263 positions as of Q4 2024. Top holdings: SPYG (4.6%), IVV (3.3%), VONG (3.2%). Fund DNA: Steady Compounder. HoldingsIntel Score: 2.5/5.0.
Active quarter - 98 new positions, 91 exits, 664 increased. Top move: BIL (INCREASED, conviction 67). Portfolio: $10.5B across 1263 positions.
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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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