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

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
KKR Kkr & Co. Inc. Financial Services	$120B	$1.95 Million 0.02% of portfolio	16,907	Q1 2025 Added 6.0%
MRVL Marvell Technology, Inc. Technology	$61.8B	$1.61 Million 0.02% of portfolio	26,188	Q1 2025 Added 63.34%
MELI Mercadolibre Inc Consumer Cyclical	$120B	$2.18 Million 0.02% of portfolio	1,116	Q1 2025 Added 34.62%
MET Metlife Inc Financial Services	$62.1B	$1.51 Million 0.02% of portfolio	18,841	Q1 2025 Added 26.24%
NXJ Nuveen New Jersey Quality Municipal Income Fund Financial Services	$0	$1.59 Million 0.02% of portfolio	134,782	Q1 2025 Added 7.98%
OLLI Ollie'S Bargain Outlet Holdings, Inc. Consumer Defensive	$8.03B	$1.54 Million 0.02% of portfolio	13,232	Q1 2025 Added 66.13%
PNC Pnc Financial Services Group, Inc. Financial Services	$79.7B	$2.38 Million 0.02% of portfolio	13,558	Q1 2025 Added 4.77%
GCOW Pacer Fds Tr Global Cash Cows ETFs	$0	$2.42 Million 0.02% of portfolio	65,498	Q1 2025 Reduced 3.31%
ICOW Pacer Fds Tr Devel Mrkts Intl ETFs	$0	$2.16 Million 0.02% of portfolio	68,720	Q1 2025 Reduced 3.75%
PTY Pimco Corporate & Income Opportunity Fund Financial Services	$0	$2.24 Million 0.02% of portfolio	154,973	Q1 2025 Added 56.72%
BOND Pimco Active Bond Exchange Tra ETFs	$0	$2.31 Million 0.02% of portfolio	25,018	Q1 2025 Added 13.16%
CORP Pimco Investment Grade Corp Bd ETFs	$0	$2.02 Million 0.02% of portfolio	20,924	Q1 2025 Added 2.15%
PDI Pimco Dynamic Income Fund Financial Services	$0	$2.16 Million 0.02% of portfolio	109,197	Q1 2025 Added 36.7%
PGR Progressive Corp Financial Services	$145B	$1.66 Million 0.02% of portfolio	5,878	Q1 2025 Added 40.79%
QCOM Qualcomm Inc Technology	$173B	$2.44 Million 0.02% of portfolio	15,900	Q1 2025 Added 7.47%
O Realty Income Corp Real Estate	$36.3B	$1.83 Million 0.02% of portfolio	31,596	Q1 2025 Added 12.62%
SPGI S&P Global Inc. Financial Services	$173B	$1.68 Million 0.02% of portfolio	3,309	Q1 2025 Added 18.73%
GMF Spdr Index Shs Fund Spdr S&P E ETFs	$0	$2.4 Million 0.02% of portfolio	20,715	Q1 2025 Reduced 0.31%
EWX Spdr S&P Emerging Markets Smal ETFs	$0	$2.39 Million 0.02% of portfolio	42,168	Q1 2025 Added 2.7%
VLU Spdr S&P 1500 Value Tilt ETF ETFs	$0	$1.59 Million 0.02% of portfolio	8,655	Q1 2025 Added 26.92%
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$1.57 Million 0.02% of portfolio	62,156	Q1 2025 Added 7.44%
CWB Spdr Bloomberg Convertible Sec ETFs	$0	$2.2 Million 0.02% of portfolio	28,742	Q1 2025 Added 6.55%
XAR Spdr S&P Aerospace & Defense E ETFs	$0	$2.19 Million 0.02% of portfolio	13,630	Q1 2025 Added 6.74%
XBI Spdr Ser Tr Spdr S&P Biotech E ETFs	$0	$1.9 Million 0.02% of portfolio	23,399	Q1 2025 Added 0.13%
TOTL Ssga Active ETF Tr Spdr Doblel ETFs	$0	$1.86 Million 0.02% of portfolio	46,116	Q1 2025 Added 30.72%
EFIV Spdr Ser Tr Spdr S&P 500 Esg E Technology	$0	$1.93 Million 0.02% of portfolio	36,133	Q1 2025 Added 26.75%
SPYD Spdr Portfolio S&P 500 High Di ETFs	$0	$2.17 Million 0.02% of portfolio	49,015	Q1 2025 Reduced 12.05%
SCHM Schwab Strategic U.S. Mid Cap ETFs	$0	$2.19 Million 0.02% of portfolio	83,490	Q1 2025 Added 0.45%
SCHA Schwab Strategic Tr Us Small C ETFs	$0	$1.9 Million 0.02% of portfolio	81,030	Q1 2025 Added 3.05%
SYK Stryker Corp Healthcare	$148B	$2.25 Million 0.02% of portfolio	6,049	Q1 2025 Added 17.8%
TJX Tjx Companies Inc Consumer Cyclical	$143B	$1.79 Million 0.02% of portfolio	14,674	Q1 2025 Added 10.47%
TMUS T Mobile Us, Inc. Communication Services	$284B	$1.67 Million 0.02% of portfolio	6,250	Q1 2025 Added 62.04%
TMO Thermo Fisher Scientific Inc. Healthcare	$167B	$2.4 Million 0.02% of portfolio	4,826	Q1 2025 Added 12.99%
TD Toronto Dominion Bank Financial Services	$134B	$1.59 Million 0.02% of portfolio	26,546	Q1 2025 Reduced 19.37%
USB Us Bancorp \De\ Financial Services	$69.9B	$1.52 Million 0.02% of portfolio	35,958	Q1 2025 Reduced 22.49%
UPS United Parcel Service Inc Industrials	$73B	$1.67 Million 0.02% of portfolio	15,188	Q1 2025 Added 72.14%
FLTR Vaneck ETF Tr Investment Grade ETFs	$0	$2.39 Million 0.02% of portfolio	93,694	Q1 2025 Added 3.6%
MGK Vanguard Mega Cap Growth ETF ETFs	$0	$1.82 Million 0.02% of portfolio	5,907	Q1 2025 Added 0.82%
VOOV Vanguard S&P 500 Value ETF ETFs	$0	$1.88 Million 0.02% of portfolio	10,216	Q1 2025 Reduced 2.12%
VIOG Vanguard S&P Small Cap 600 Gro ETFs	$0	$2.03 Million 0.02% of portfolio	19,001	Q1 2025 Reduced 0.62%
BNDX Vanguard Total International B ETFs	$0	$2.22 Million 0.02% of portfolio	45,384	Q1 2025 Added 27.85%
VTWG Vanguard Russell 2000 Growth E ETFs	$0	$1.52 Million 0.02% of portfolio	8,154	Q1 2025 Added 1.46%
VTWV Vanguard Russell 2000 Value Et ETFs	$0	$2.12 Million 0.02% of portfolio	15,923	Q1 2025 Added 63.72%
VBK Vanguard Small Cap Growth ETF ETFs	$0	$2.21 Million 0.02% of portfolio	8,763	Q1 2025 Added 8.07%
EPI Wisdomtree Tr India Earnings F ETFs	$0	$2.24 Million 0.02% of portfolio	51,150	Q1 2025 Reduced 41.82%
WTV Wisdomtree Tr Wisdomtree U.S. ETFs	$0	$1.9 Million 0.02% of portfolio	23,157	Q1 2025 Added 28.81%
DXJ Wisdomtree Trust Japan Hedged ETFs	$0	$1.75 Million 0.02% of portfolio	15,909	Q1 2025 Reduced 15.79%
XSOE Wisdomtree Tr Emerging Mkts Ex ETFs	$0	$1.52 Million 0.02% of portfolio	49,160	Q1 2025 Added 2.27%
ACN Accenture PLC Technology	$176B	$2.39 Million 0.02% of portfolio	7,662	Q1 2025 Reduced 14.83%
JCI Johnson Controls International PLC Industrials	$73.2B	$1.88 Million 0.02% of portfolio	23,518	Q1 2025 Added 23.05%

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