Equitable Holdings, Inc. Portfolio Holdings

Equitable Holdings, Inc.

$10 Billion
Q1 2025

Equitable Holdings, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $10 Billion distributed in 1443 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $476M, Ishares Core S&P 500 ETF with a value of $351M, Vanguard Growth ETF with a value of $311M, Vanguard Russell 1000 Growth E with a value of $284M, and Invesco Qqq Trust, Series 1 with a value of $241M.

Examining the 13F form we can see an decrease of $43.4M in the current position value, from $10.1B to 10B.

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 $10 Billion

ETFs: $8.37 Billion

Technology: $472 Million

Financial Services: $300 Million

Consumer Cyclical: $194 Million

Communication Services: $162 Million

Healthcare: $132 Million

Industrials: $120 Million

Consumer Defensive: $107 Million

Other: $118 Million

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
ESGU Ishares Trust Ishares Esg Awar ETFs	$0	$3.4 Million 0.03% of portfolio	27,919	Q1 2025 Added 7.55%
USXF Ishares Esg Advanced Msci Usa Technology	$0	$3.25 Million 0.03% of portfolio	69,734	Q1 2025 Added 3.65%
IBTF Ishares Tr Ibonds Dec 2025 Ter ETFs	$0	$2.54 Million 0.03% of portfolio	108,871	Q1 2025 Reduced 12.3%
JMEE J P Morgan Exchange Traded Fd ETFs	$0	$2.52 Million 0.03% of portfolio	45,013	Q1 2025 Added 10.82%
JEPI J P Morgan Exchange Traded Fd ETFs	$0	$2.96 Million 0.03% of portfolio	51,825	Q1 2025 Added 12.02%
JHMM John Hancock Multifactor Mid C ETFs	$0	$2.77 Million 0.03% of portfolio	48,301	Q1 2025 Added 39.4%
FLRT Pacer Fds Tr Pacific Asset Flt ETFs	$0	$2.76 Million 0.03% of portfolio	58,598	Q1 2025 Added 68.15%
MUNI Pimco ETF Tr Inter Mun Bd Acti ETFs	$0	$2.84 Million 0.03% of portfolio	55,109	Q1 2025 Added 681.36%
HYHG Proshares High Yield Interest ETFs	$0	$3.27 Million 0.03% of portfolio	51,116	Q1 2025 Reduced 21.51%
FEZ Spdr Euro Stoxx 50 ETF ETFs	$0	$2.53 Million 0.03% of portfolio	46,567	Q1 2025 Added 228.45%
MDYG Spdr S&P 400 Mid Cap Growth Et ETFs	$0	$2.9 Million 0.03% of portfolio	36,492	Q1 2025 Reduced 5.7%
ONEY Spdr Ser Tr Russell 1000 Core ETFs	$0	$2.97 Million 0.03% of portfolio	27,215	Q1 2025 Added 17.8%
XLB Select Sector Spdr Fd Material ETFs	$0	$2.77 Million 0.03% of portfolio	32,163	Q1 2025 Reduced 9.73%
BIZD Vaneck Vectors ETF Tr Bdc Inco ETFs	$0	$3.28 Million 0.03% of portfolio	195,807	Q1 2025 Reduced 4.75%
MGV Vanguard Mega Cap Value ETFs	$0	$3.47 Million 0.03% of portfolio	26,958	Q1 2025 Reduced 3.98%
VDC Vanguard Consumer Staples ETF ETFs	$0	$3.14 Million 0.03% of portfolio	14,367	Q1 2025 Added 5.66%
VFH Vanguard Financial ETF ETFs	$0	$3.15 Million 0.03% of portfolio	26,335	Q1 2025 Added 11.84%
VCSH Vanguard Sht Term Corp Bd ETF ETFs	$0	$2.57 Million 0.03% of portfolio	32,541	Q1 2025 Added 3.29%
VNQ Vanguard Specialized Funds Van ETFs	$0	$2.5 Million 0.03% of portfolio	27,666	Q1 2025 Reduced 23.42%
DEM Wisdomtree Tr Emerging Mkts Hi ETFs	$0	$3.41 Million 0.03% of portfolio	80,958	Q1 2025 Added 21.42%
HYZD Wisdomtree Tr Interest Rate He ETFs	$0	$3.35 Million 0.03% of portfolio	153,040	Q1 2025 Added 52.88%
QMOM Ea Ser Tr Momentumshares U S Q ETFs	$0	$1.72 Million 0.02% of portfolio	28,971	Q1 2025 New
AVLV American Centy ETF Tr Avantis	$0	$1.61 Million 0.02% of portfolio	24,640	Q1 2025 Reduced 0.86%
AVUV American Centy ETF Tr Avantis ETFs	$0	$2.25 Million 0.02% of portfolio	25,814	Q1 2025 Reduced 10.76%
BKAG Bny Mellon ETF Tr Core Bond Et ETFs	$0	$2.21 Million 0.02% of portfolio	52,343	Q1 2025 New
SYLD Cambria Shareholder Yld ETF ETFs	$0	$1.59 Million 0.02% of portfolio	24,980	Q1 2025 Added 42.22%
EYLD Cambria ETF Tr Emerging Shareh ETFs	$0	$1.64 Million 0.02% of portfolio	51,778	Q1 2025 Added 64.85%
CGXU Capital Group Intl Focus Equit ETFs	$0	$2.46 Million 0.02% of portfolio	100,494	Q1 2025 Added 52.46%
CGUS Capital Group Core Equity ETF	$0	$1.77 Million 0.02% of portfolio	52,867	Q1 2025 Added 30.78%
DFAE Dimensional ETF Tr ETFs	$0	$2.17 Million 0.02% of portfolio	83,823	Q1 2025 Added 6.51%
DFUV Dimensional ETF Tr Us Marketwi ETFs	$0	$1.72 Million 0.02% of portfolio	41,773	Q1 2025 Reduced 1.23%
DFCF Dimensional ETF Tr Core Fxd In ETFs	$0	$1.9 Million 0.02% of portfolio	45,189	Q1 2025 Added 18.22%
FXU First Tr Exchange Traded Fd Ut ETFs	$0	$1.74 Million 0.02% of portfolio	42,347	Q1 2025 Added 267.69%
FGD First Tr Exchange Trd Fd Ii Fi ETFs	$0	$1.53 Million 0.02% of portfolio	63,149	Q1 2025 Added 4.48%
FTA First Tr Large Cap Value ETFs	$0	$1.6 Million 0.02% of portfolio	20,885	Q1 2025 Added 0.36%
FDD First Trust Stoxx European Sel ETFs	$0	$1.66 Million 0.02% of portfolio	122,550	Q1 2025 Added 16.38%
FV First Trust Dorsey Wright Focu ETFs	$0	$1.9 Million 0.02% of portfolio	34,592	Q1 2025 Reduced 2.12%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$2.46 Million 0.02% of portfolio	51,485	Q1 2025 Added 6.79%
LMBS First Tr ETF Fd Iv First Tr Lo ETFs	$0	$1.76 Million 0.02% of portfolio	35,720	Q1 2025 Added 53.52%
KNG Ft Cboe Vest S&P 500 Dividend ETFs	$0	$1.68 Million 0.02% of portfolio	33,323	Q1 2025 Added 10.61%
DEED First Tr Exch Trd Fd Viii Firs ETFs	$0	$1.96 Million 0.02% of portfolio	92,684	Q1 2025 Added 1.73%
BUFD First Tr Exc Trd Fd Viii Ft Cb ETFs	$0	$1.88 Million 0.02% of portfolio	75,316	Q1 2025 Added 6.2%
MLPX Global X Mlp & Energy Infrastr ETFs	$0	$1.78 Million 0.02% of portfolio	27,943	Q1 2025 Added 96.24%
MLPA Global X Mlp ETF ETFs	$0	$1.94 Million 0.02% of portfolio	36,505	Q1 2025 Added 156.43%
PFFD Global X Fds U S Pfd ETF (De) ETFs	$0	$1.72 Million 0.02% of portfolio	90,594	Q1 2025 Added 22.29%
BOTZ Global X Fds ETFs	$0	$2.45 Million 0.02% of portfolio	86,244	Q1 2025 Added 17.85%
EQWL Invesco Exchange Traded Fd Tr ETFs	$0	$1.7 Million 0.02% of portfolio	16,464	Q1 2025 New
PFM Invesco Exchange Traded Fd Tr ETFs	$0	$2.36 Million 0.02% of portfolio	51,578	Q1 2025 Added 2.25%
PEY Invesco Exchange Traded Fd Tr ETFs	$0	$1.99 Million 0.02% of portfolio	92,863	Q1 2025 Added 3.75%
PWB Invesco Exchange Traded Fd Tr ETFs	$0	$2.12 Million 0.02% of portfolio	22,124	Q1 2025 Added 12.09%

Summary

Portfolio
No. of Stocks 1,443
Current Value $10 Billion
Prior Value $10.1 Billion
Filing
Period Q1 2025
Filing Date May 13, 2025
Form Type 13F-HR
Activity in Q1 2025
New Purchases 135 stocks
Additional Purchases 750 stocks
Sold out of 0 stocks
Reduced holdings in 402 stocks

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Equitable Holdings, Inc. Portfolio Holdings