Equitable Holdings, Inc. Portfolio Holdings

Equitable Holdings, Inc.

  • $9.9 Billion
  • Q3 2024

Equitable Holdings, Inc. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $9.9 Billion distributed in 1362 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $461M, Ishares Core S&P 500 ETF with a value of $334M, Vanguard Russell 1000 Growth E with a value of $319M, Vanguard Growth ETF with a value of $305M, and Invesco Qqq Trust, Series 1 with a value of $265M.

Examining the 13F form we can see an increase of $772M in the current position value, from $9.13B to 9.9B.

Equitable Holdings, Inc. is based out at New York, NY

Below you can find more details about Equitable Holdings, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $9.9 Billion
ETFs: $8.38 Billion
Technology: $472 Million
Financial Services: $257 Million
Consumer Cyclical: $178 Million
Communication Services: $135 Million
Healthcare: $126 Million
Industrials: $106 Million
Consumer Defensive: $96.3 Million
Other: $111 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$70.1B
$298,000 0.0% of portfolio
209
Q3 2024 New
$1.93B
$182,000 0.0% of portfolio
21,797
Q3 2024 Reduced 21.39%
$146B
$263,000 0.0% of portfolio
4,064
Q3 2024 Added 11.53%
$30.9B
$291,000 0.0% of portfolio
5,114
Q3 2024 Added 0.61%
$9.1B
$339,000 0.0% of portfolio
9,599
Q3 2024 Added 47.04%
$45.6B
$421,000 0.0% of portfolio
36,066
Q3 2024 Added 20.5%
$5.14B
$218,000 0.0% of portfolio
24,110
Q3 2024 Reduced 19.27%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 3.27%
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 11.61%
$1.34B
$205,000 0.0% of portfolio
6,209
Q3 2024 Added 34.8%
$32.7B
$326,000 0.0% of portfolio
3,765
Q3 2024 Added 0.29%
$30.9B
$371,000 0.0% of portfolio
11,143
Q3 2024 Added 7.0%
$36.9B
$484,000 0.0% of portfolio
1,935
Q3 2024 Reduced 2.71%
$7.13B
$229,000 0.0% of portfolio
25,654
Q3 2024 Reduced 32.79%
$23.2B
$190,000 0.0% of portfolio
23,034
Q3 2024 Reduced 28.27%
$63.7B
$387,000 0.0% of portfolio
3,031
Q3 2024 Added 7.37%
$0
$42,000 0.0% of portfolio
10,409
Q3 2024 Added 1.4%
$4.14B
$272,000 0.0% of portfolio
22,826
Q3 2024 Added 18.2%
$22.7B
$203,000 0.0% of portfolio
6,013
Q3 2024 New
$5.98B
$389,000 0.0% of portfolio
3,638
Q3 2024 Added 12.95%
$11.7B
$300,000 0.0% of portfolio
4,827
Q3 2024 Reduced 9.71%
$10.8B
$324,000 0.0% of portfolio
26,650
Q1 2024 Reduced 12.19%
$22.1B
$258,000 0.0% of portfolio
1,917
Q3 2024 Added 0.05%
$37.8B
$248,000 0.0% of portfolio
1,782
Q3 2024 Added 5.51%
$3.24B
$359,000 0.0% of portfolio
13,995
Q3 2024 Added 44.01%
$19.8B
$229,000 0.0% of portfolio
3,285
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,362
  • Current Value $9.9 Billion
  • Prior Value $9.13 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 108 stocks
  • Additional Purchases 672 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 427 stocks
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