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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 | +2.72% | -14.43% | 3,192,682.2 | Hardware | |
MSFT | Microsoft Corp | 35,333 | 13,263.6 | -1.14% | 5.890 | -0.07% | 0.000 | +32.15% | +21.67% | 3,797,138.0 | Software | |
NVDA | NVIDIA Corp | 116,573 | 12,634.2 | -1.44% | 5.610 | -0.10% | 0.000 | +63.25% | +29.40% | 4,237,094.2 | Semiconductors | |
AMZN | Amazon.com Inc | 44,473 | 8,461.4 | -0.98% | 3.760 | -0.04% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical | |
META | Meta Platforms Inc | 10,360 | 5,971.1 | -1.38% | 2.650 | -0.04% | 0.000 | +34.17% | +22.28% | 1,797,241.1 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 8,711 | 4,639.3 | -1.10% | 2.060 | -0.02% | 0.000 | -9.60% | +6.03% | 1,039,421.7 | Insurance | |
GOOGL | Alphabet Inc | 27,767 | 4,293.9 | -1.43% | 1.910 | -0.03% | 0.000 | +20.80% | +1.76% | 2,329,696.9 | Interactive Media | |
AVGO | Broadcom Inc | 22,196 | 3,716.3 | -0.83% | 1.650 | -0.02% | 0.000 | +53.81% | +25.20% | 1,357,939.1 | Semiconductors | |
GOOG | Alphabet Inc | 22,617 | 3,533.4 | -2.07% | 1.570 | -0.04% | 0.000 | +19.79% | +1.69% | 2,329,696.9 | Interactive Media | |
TSLA | Tesla Inc | 13,272 | 3,439.6 | -0.52% | 1.530 | -0.01% | 0.000 | +17.64% | -24.40% | 984,729.5 | 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 | $213.76 | -7.73% | 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 | $151.64 | -1.39% | New holding | 2,124 | 2,124 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.10% | 106.98 ($126.74) 149.43 | $173.74 | 37.08% | 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 | $237.19 | -7.06% | New holding | 1,012 | 1,012 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.07% | 375.39 ($407.71) 447.2 | $510.88 | 25.30% | Reduce -1.14% | 35,333 | -406 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.04% | 190.26 ($217) 242.06 | $232.23 | 7.02% | Reduce -0.98% | 44,473 | -440 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.04% | 156.06 ($183.12) 207.71 | $193.20 | 5.50% | 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 | $664.54 | 9.76% | New holding | 152 | 152 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.04% | 576.36 ($645.17) 736.67 | $714.80 | 10.79% | Reduce -1.38% | 10,360 | -145 | |
GOOGL | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.03% | 154.33 ($181.36) 206.38 | $192.17 | 5.96% | Reduce -1.43% | 27,767 | -404 |
EQ/Goldman Sachs Moderate Growth Allocation Portfolio Total Holding History ($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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