Equitable Holdings, Inc. Portfolio Holdings

Equitable Holdings, Inc.

  • $9.13 Billion
  • Q2 2024

Equitable Holdings, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $9.13 Billion distributed in 1315 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $442M, Vanguard Russell 1000 Growth E with a value of $315M, Ishares Core S&P 500 ETF with a value of $313M, Vanguard Growth ETF with a value of $289M, and Invesco Qqq Trust, Series 1 with a value of $264M.

Examining the 13F form we can see an increase of $539M in the current position value, from $8.59B to 9.13B.

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 $9.13 Billion
ETFs: $7.76 Billion
Technology: $421 Million
Financial Services: $228 Million
Consumer Cyclical: $157 Million
Communication Services: $129 Million
Healthcare: $110 Million
Industrials: $90.9 Million
Consumer Defensive: $88 Million
Other: $109 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$144M
$25,000 0.0% of portfolio
17,274
Q2 2024 Added 6.14%
$82.9M
$16,000 0.0% of portfolio
50,000
Q1 2024 New
$169M
$24,000 0.0% of portfolio
10,490
Q1 2024 Reduced 30.11%
$97.3M
$75,000 0.0% of portfolio
20,905
Q2 2024 Added 4.55%
$231M
$10,000 0.0% of portfolio
18,623
Q3 2023 New
$157M
$205,000 0.0% of portfolio
101,279
Q1 2024 Added 8.93%
$148M
$25,000 0.0% of portfolio
20,100
Q2 2024 Added 33.11%
$186M
$129,000 0.0% of portfolio
24,622
Q2 2024 Added 4.79%
$196M
$14,000 0.0% of portfolio
10,000
Q1 2024 New
$159M
$42,000 0.0% of portfolio
14,207
Q2 2024 New
$115M
$39,000 0.0% of portfolio
18,549
Q2 2024 Added 7.54%
$172M
$99,000 0.0% of portfolio
13,054
Q2 2024 Added 9.23%
$51.6M
$8,000 0.0% of portfolio
10,375
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 1,315
  • Current Value $9.13 Billion
  • Prior Value $8.59 Billion
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 93 stocks
  • Additional Purchases 762 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 311 stocks
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