EL

EQ/Large Cap Value Managed Volatility Portfolio

Mutual Fund
EQ ADVISORS TRUST
Last update 2025-06-23 922 Stocks (7 new)
Value $3.31 Bil Turnover 1 %
Countries:
Top Holdings: BRK.B(2.31%)JKF(2.07%)VTV(2.05%)JPM(2.04%)VONV(1.80%)
Summary Stock Picks Current Portfolio
EQ/Large Cap Value Managed Vol... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
143,713
76,538.7
-4.30%
2.310
-0.09%
0.010
-8.52%
+7.00%
1,046,283.1
Insurance
JKF
BTC iShares Morningstar Large-Cap Value ETF
BTC iShares Morningstar Large-Cap Value ETF
840,510
68,459.5
-5.05%
2.070
-0.11%
-
+2.03%
+3.56%
0
 
VTV
Vanguard Value ETF
392,401
67,783.4
-2.82%
2.050
-0.06%
0.050
+8.26%
+7.31%
131,767.6
 
JPM
JPMorgan Chase & Co
275,347
67,542.6
-8.06%
2.040
-0.17%
0.010
+30.86%
+25.49%
822,612.0
Banks
VONV
Vanguard Russell 1000 Value Index Fund
Vanguard Russell 1000 Value Index Fund
723,000
59,676.4
0%
1.800
0%
0.520
+9.43%
+7.61%
11,867.6
 
IWD
iShares Russell 1000 Value ETF
281,288
52,927.2
-8.22%
1.600
-0.14%
0.090
+9.31%
+7.56%
64,621.3
 
XOM
Exxon Mobil Corp
430,367
51,183.6
-3.94%
1.540
-0.06%
0.010
+0.71%
+6.21%
483,541.5
Oil & Gas
SPYV
SPDR Portfolio S&P 500 Value ETF
978,700
49,982.2
0%
1.510
0%
0.190
+8.82%
+4.93%
27,161.4
 
JNJ
Johnson & Johnson
254,133
42,145.4
-4.01%
1.270
-0.04%
0.010
-1.55%
+9.67%
375,371.5
Drug Manufacturers
UNH
UnitedHealth Group Inc
77,302
40,486.9
-4.22%
1.220
-0.05%
0.010
-42.50%
-38.31%
279,898.2
Healthcare Plans

EQ/Large Cap Value Managed Volatility Portfolio's Historical Top Holdings Breakdowns

EQ/Large Cap Value Managed Volatility Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
HON
Honeywell International Inc
2025-03-31
Reduce
Reduce
-0.27%
●
202.75 ($214.7) 226.52
$240.40
11.97%
Reduce -36.89%
69,044
-40,353
GOOG
Alphabet Inc
2025-03-31
Add
Add
+0.23%
●
156.06 ($183.12) 207.71
$180.55
-1.40%
Add 57.37%
131,173
47,818
APD
Air Products and Chemicals Inc
2025-03-31
Add
Add
+0.23%
●
283.24 ($308.4) 338.07
$291.84
-5.37%
Add 144.99%
43,636
25,825
MGDDY
Michelin
2025-03-31
Sold Out
Sold Out
-0.19%
●
15.72 ($17.47) 19.08
$18.61
6.53%
Sold Out
0
-389,204
JPM
JPMorgan Chase & Co
2025-03-31
Reduce
Reduce
-0.17%
●
225.19 ($254.94) 279.95
$296.00
16.11%
Reduce -8.06%
275,347
-24,127
IWD
iShares Russell 1000 Value ETF
2025-03-31
Reduce
Reduce
-0.14%
●
182.82 ($190.45) 196.21
$197.41
3.65%
Reduce -8.22%
281,288
-25,200
JKF
BTC iShares Morningstar Large-Cap Value ETF
BTC iShares Morningstar Large-Cap Value ETF
2025-03-31
Reduce
Reduce
-0.11%
●
79.37 ($82.67) 85.24
$122.19
47.80%
Reduce -5.05%
840,510
-44,700
WMT
Walmart Inc
2025-03-31
Reduce
Reduce
-0.09%
●
84.5 ($93.81) 105.05
$98.36
4.85%
Reduce -7.16%
431,062
-33,257
BRK.B
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.09%
●
442.66 ($486.15) 534.52
$485.00
-0.24%
Reduce -4.3%
143,713
-6,461
MO
Altria Group Inc
2025-03-31
Add
Add
+0.08%
●
50.81 ($54.6) 60.02
$59.65
9.25%
Add 31.07%
180,799
42,860

EQ/Large Cap Value Managed Volatility Portfolio Total Holding History ($B)

To

EQ/Large Cap Value Managed Volatility Portfolio's Asset Allocation

To

EQ/Large Cap Value Managed Volatility Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

EQ/Large Cap Value Managed Volatility Portfolio's Hypothetical Growth since 2025-03-31

EQ/Large Cap Value Managed Volatility Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

EQ/Large Cap Value Managed Volatility Portfolio's Holdings Heat Map

Size field:

EQ/Large Cap Value Managed Volatility Portfolio's Holdings Bubble Chart

EQ/Large Cap Value Managed Volatility Portfolio News

  • 1

Discussions on EQ/Large Cap Value Managed Volatility Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.