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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108M
$31,000 0.0% of portfolio
19,774
Q3 2024 Added 14.47%
$163M
$37,000 0.0% of portfolio
10,365
Q3 2024 Reduced 1.19%
$76.9M
$117,000 0.0% of portfolio
20,624
Q3 2024 Reduced 1.34%
$152M
$237,000 0.0% of portfolio
114,652
Q3 2024 Added 13.2%
$202M
$89,000 0.0% of portfolio
30,100
Q3 2024 Added 49.75%
$194M
$138,000 0.0% of portfolio
26,002
Q3 2024 Added 5.6%
$126M
$39,000 0.0% of portfolio
18,549
Q2 2024 Added 7.54%
$187M
$107,000 0.0% of portfolio
13,344
Q3 2024 Added 2.22%

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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