EH
| |
Equitable Holdings, Inc.13F | |
| Equitable Holdings, Inc. | |
| Last update 2025-05-13 | 1336 Stocks (136 new) |
| Value $10.53 Bil | Turnover 9 % |
Equitable Holdings, Inc. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYG | SPDR Portfolio S&P 500 Growth ETF | 5,920,770 | 475,852.3 | +6.64% | 4.520 | +0.28% | 1.540 | +27.21% | +10.98% | 38,694.0 | ||
IVV | iShares Core S&P 500 ETF | 624,144 | 350,706.5 | +6.39% | 3.330 | +0.20% | 0.060 | +19.67% | +7.80% | 634,518.9 | ||
VUG | Vanguard Growth ETF | 839,521 | 311,311.2 | +3.79% | 2.960 | +0.11% | 0.220 | +27.48% | +9.52% | 167,127.0 | ||
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 3,060,834 | 284,014.8 | -6.83% | 2.700 | -0.22% | 1.210 | +27.30% | +8.47% | 27,907.3 | ||
QQQ | INVESCO QQQ Trust | 512,949 | 240,532.0 | -0.70% | 2.280 | -0.02% | 0.080 | +26.52% | +10.07% | 357,775.2 | ||
SPYV | SPDR Portfolio S&P 500 Value ETF | 4,436,910 | 226,593.0 | +12.77% | 2.150 | +0.24% | 0.880 | +11.76% | +4.26% | 26,844.9 | ||
VTV | Vanguard Value ETF | 1,235,158 | 213,361.2 | +21.85% | 2.030 | +0.36% | 0.150 | +10.43% | +6.13% | 132,881.1 | ||
JKE |
BTC iShares Morningstar Large-Cap Growth ETF
BTC iShares Morningstar Large-Cap Growth ETF
| 2,603,789 | 210,880.9 | -5.45% | 2.000 | -0.13% | - | +28.54% | +10.55% | 0 | ||
XLK | Technology Select Sector SPDR ETF | 941,833 | 194,469.7 | -4.76% | 1.850 | -0.10% | 0.310 | +35.50% | +12.58% | 82,351.5 | ||
VGT | Vanguard Information Technology ETF | 321,153 | 174,187.0 | -1.04% | 1.650 | -0.02% | 0.240 | +35.75% | +10.51% | 87,513.6 |
Equitable Holdings, Inc.'s Historical Top Holdings Breakdowns
Equitable Holdings, Inc.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Reduce Reduce | -0.78% | 91.45 ($91.59) 91.75 | $91.64 | 0.05% | Reduce -78.75% | 241,297 | -894,113 | |
FELG |
Fidelity Enhanced Large Cap Growth ETF
Fidelity Enhanced Large Cap Growth ETF
| 2025-03-31 | New Buy New Buy | +0.41% | 31.43 ($34.59) 36.65 | $37.69 | 8.96% | New holding | 1,358,700 | 1,358,700 | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 2025-03-31 | Add Add | +0.40% | 48.08 ($51.4) 53.73 | $55.30 | 7.59% | Add 242.28% | 1,241,130 | 878,521 | |
VTV | Vanguard Value ETF | 2025-03-31 | Add Add | +0.36% | 167.73 ($174.39) 179.21 | $177.66 | 1.88% | Add 21.85% | 1,235,158 | 221,502 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-03-31 | Add Add | +0.28% | 80.05 ($87.3) 92.39 | $97.27 | 11.42% | Add 6.64% | 5,920,770 | 368,440 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-03-31 | Add Add | +0.24% | 49.78 ($51.86) 53.19 | $52.87 | 1.95% | Add 12.77% | 4,436,910 | 502,550 | |
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 2025-03-31 | Reduce Reduce | -0.22% | 92.71 ($101.57) 107.38 | $111.75 | 10.02% | Reduce -6.83% | 3,060,834 | -224,443 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Reduce Reduce | -0.21% | 210.19 ($230.05) 243.33 | $251.97 | 9.53% | Reduce -63.12% | 56,785 | -97,206 | |
SPMO | Invesco S&P 500 Momentum ETF | 2025-03-31 | Add Add | +0.20% | 91.76 ($97.86) 103.26 | $113.83 | 16.32% | Add 274.3% | 308,960 | 226,416 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +0.20% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 6.39% | 624,144 | 37,476 |
Equitable Holdings, Inc. Total Holding History ($B)
Equitable Holdings, Inc.'s Asset Allocation
Equitable Holdings, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Equitable Holdings, Inc.'s Hypothetical Growth since 2025-03-31
Equitable Holdings, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Equitable Holdings, Inc.'s Holdings Heat Map
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Equitable Holdings, Inc.'s Holdings Bubble Chart
Equitable Holdings, Inc. News
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