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EQ/Goldman Sachs Moderate Growth Allocation PortfolioMutual Fund | |
| EQ/Goldman Sachs Moderate Growth Allocation Portfolio | |
| Last update 2025-06-23 | 502 Stocks (4 new) |
| Value $225.00 Mil | Turnover 0 % |
EQ/Goldman Sachs Moderate Grow... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 71,834 | 15,956.5 | -1.74% | 7.090 | -0.13% | 0.000 | +4.80% | -14.28% | 3,198,507.1 | Hardware | |
MSFT | Microsoft Corp | 35,333 | 13,263.6 | -1.14% | 5.890 | -0.07% | 0.000 | +35.37% | +20.48% | 3,759,901.0 | Software | |
NVDA | NVIDIA Corp | 116,573 | 12,634.2 | -1.44% | 5.610 | -0.10% | 0.000 | +66.29% | +27.19% | 4,164,907.0 | Semiconductors | |
AMZN | Amazon.com Inc | 44,473 | 8,461.4 | -0.98% | 3.760 | -0.04% | 0.000 | +26.41% | +4.06% | 2,423,607.1 | Retail - Cyclical | |
META | Meta Platforms Inc | 10,360 | 5,971.1 | -1.38% | 2.650 | -0.04% | 0.000 | +37.26% | +22.08% | 1,794,173.6 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 8,711 | 4,639.3 | -1.10% | 2.060 | -0.02% | 0.000 | -8.39% | +6.48% | 1,040,746.7 | Insurance | |
GOOGL | Alphabet Inc | 27,767 | 4,293.9 | -1.43% | 1.910 | -0.03% | 0.000 | +22.60% | +0.73% | 2,309,505.8 | Interactive Media | |
AVGO | Broadcom Inc | 22,196 | 3,716.3 | -0.83% | 1.650 | -0.02% | 0.000 | +60.74% | +23.02% | 1,334,327.7 | Semiconductors | |
GOOG | Alphabet Inc | 22,617 | 3,533.4 | -2.07% | 1.570 | -0.04% | 0.000 | +21.57% | +0.80% | 2,309,505.8 | Interactive Media | |
TSLA | Tesla Inc | 13,272 | 3,439.6 | -0.52% | 1.530 | -0.01% | 0.000 | +32.63% | -17.65% | 1,071,161.2 | Vehicles & Parts |
EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Historical Top Holdings Breakdowns
EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.13% | 209.68 ($231.67) 247.1 | $214.15 | -7.56% | Reduce -1.74% | 71,834 | -1,270 | |
APO | Apollo Asset Management, Inc. | 2025-03-31 | New Buy New Buy | +0.13% | 126.01 ($153.77) 172.06 | $151.85 | -1.25% | New holding | 2,124 | 2,124 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.10% | 106.98 ($126.74) 149.43 | $170.78 | 34.75% | Reduce -1.44% | 116,573 | -1,708 | |
WDAY | Workday Inc | 2025-03-31 | New Buy New Buy | +0.10% | 233.53 ($255.22) 277.82 | $241.03 | -5.56% | New holding | 1,012 | 1,012 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.07% | 375.39 ($407.71) 447.2 | $505.87 | 24.08% | Reduce -1.14% | 35,333 | -406 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.04% | 190.26 ($217) 242.06 | $228.29 | 5.20% | Reduce -0.98% | 44,473 | -440 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.04% | 156.06 ($183.12) 207.71 | $191.51 | 4.58% | Reduce -2.07% | 22,617 | -477 | |
LII | Lennox International Inc | 2025-03-31 | New Buy New Buy | +0.04% | 553.05 ($605.45) 666.93 | $660.80 | 9.14% | New holding | 152 | 152 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.04% | 576.36 ($645.17) 736.67 | $713.58 | 10.60% | Reduce -1.38% | 10,360 | -145 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.03% | 154.33 ($181.36) 206.38 | $190.23 | 4.89% | Reduce -1.43% | 27,767 | -404 |
EQ/Goldman Sachs Moderate Growth Allocation Portfolio Total Holding History ($B)
EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Asset Allocation
EQ/Goldman Sachs Moderate Growth Allocation Portfolio Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Hypothetical Growth since 2025-03-31
EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Holdings Heat Map
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EQ/Goldman Sachs Moderate Growth Allocation Portfolio's Holdings Bubble Chart
EQ/Goldman Sachs Moderate Growth Allocation Portfolio News
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