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
IVW Ishares S&P 500 Growth ETF ETFs	$0	$20.8 Million 0.21% of portfolio	224,328	Q1 2025 Added 40.05%
IWM Ishares Russell 2000 ETF ETFs	$0	$20.6 Million 0.21% of portfolio	103,418	Q1 2025 Reduced 4.57%
JQUA J P Morgan ETF Tr U S Quality ETFs	$0	$21 Million 0.21% of portfolio	372,620	Q1 2025 Added 296.6%
VGK Vanguard Ftse Europe ETF Ftse ETFs	$0	$21.1 Million 0.21% of portfolio	299,896	Q1 2025 Added 3.42%
EMB Ishares Tr ETFs	$0	$19.6 Million 0.2% of portfolio	216,519	Q1 2025 Added 6.6%
IEMG Ishares Inc ETFs	$0	$20.4 Million 0.2% of portfolio	380,396	Q1 2025 Added 10.99%
SLYG Spdr S&P 600 Small Cap Growth ETFs	$0	$19.1 Million 0.19% of portfolio	230,598	Q1 2025 Reduced 16.7%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$18.5 Million 0.18% of portfolio	221,820	Q1 2025 Added 58.47%
IUSV Ishares Core S&P U.S. Value Et ETFs	$0	$17.9 Million 0.18% of portfolio	193,940	Q1 2025 Added 5.64%
IYW Ishares Dj Us Tech ETF ETFs	$0	$17.7 Million 0.18% of portfolio	126,123	Q1 2025 Added 27.82%
USMV Ishares Msci Usa Min Vol Facto ETFs	$0	$17.9 Million 0.18% of portfolio	190,837	Q1 2025 Reduced 51.05%
VRIG Invesco Actively Managed ETF F ETFs	$0	$17 Million 0.17% of portfolio	679,222	Q1 2025 Added 14.33%
XMHQ Invesco Exchange Traded Fd Tr ETFs	$0	$17.1 Million 0.17% of portfolio	186,652	Q1 2025 Reduced 19.26%
SCZ Ishares Tr Msci Eafe Small Cap ETFs	$0	$17 Million 0.17% of portfolio	267,986	Q1 2025 Reduced 1.05%
XLI Industrial Sector Spdr ETFs	$0	$17.4 Million 0.17% of portfolio	132,929	Q1 2025 Reduced 27.69%
DFIV Dimensional ETF Tr ETFs	$0	$16.4 Million 0.16% of portfolio	417,642	Q1 2025 Added 20.78%
HD Home Depot, Inc. Consumer Cyclical	$379B	$16 Million 0.16% of portfolio	43,594	Q1 2025 Added 10.48%
IDMO Invesco ETF Tr Ii S&P Intl Dev ETFs	$0	$16.1 Million 0.16% of portfolio	365,046	Q1 2025 New
SPHD Invesco ETF Tr Ii S&P 500 High ETFs	$0	$15.7 Million 0.16% of portfolio	313,188	Q1 2025 Reduced 1.32%
GOVT Ishares U.S. Treasury Bond ETF ETFs	$0	$16.1 Million 0.16% of portfolio	698,984	Q1 2025 Added 4.12%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$15.9 Million 0.16% of portfolio	430,677	Q1 2025 Reduced 1.83%
JAAA Janus Detroit Str Tr Janus Hen ETFs	$0	$16.3 Million 0.16% of portfolio	321,459	Q1 2025 Added 50.0%
LMT Lockheed Martin Corp Industrials	$124B	$15.7 Million 0.16% of portfolio	35,102	Q1 2025 Added 9.7%
SCHG Schwab Strategic Tr Us Large C ETFs	$0	$16.5 Million 0.16% of portfolio	658,589	Q1 2025 Added 36.63%
XLU Utilities Sector Spdr ETFs	$0	$16.3 Million 0.16% of portfolio	206,136	Q1 2025 Added 10.02%
VEA Vanguard Ftse Developed Market ETFs	$0	$16.5 Million 0.16% of portfolio	323,716	Q1 2025 Added 7.64%
DFAT Dimensional ETF Tr U S Target ETFs	$0	$14.9 Million 0.15% of portfolio	289,658	Q1 2025 Added 5.29%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$14.7 Million 0.15% of portfolio	439,333	Q1 2025 Added 30.56%
MA Mastercard Inc Financial Services	$527B	$14.7 Million 0.15% of portfolio	26,772	Q1 2025 Added 15.26%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$14.7 Million 0.15% of portfolio	143,730	Q1 2025 Added 8.21%
SDY Spdr Series Tr Spdr S&P Divide ETFs	$0	$14.7 Million 0.15% of portfolio	108,146	Q1 2025 Added 7.51%
WMT Walmart Inc. Consumer Defensive	$260B	$15.4 Million 0.15% of portfolio	175,424	Q1 2025 Added 13.92%
BA Boeing CO Industrials	$137B	$14.1 Million 0.14% of portfolio	82,454	Q1 2025 Added 7.52%
IMCG Ishare Morningstar Mid Cap Gro ETFs	$0	$13.9 Million 0.14% of portfolio	195,130	Q1 2025 Added 39.32%
TFLO Ishares Treasury Floating Rate ETFs	$0	$14 Million 0.14% of portfolio	276,591	Q1 2025 Reduced 2.17%
UNH Unitedhealth Group Inc Healthcare	$281B	$14.2 Million 0.14% of portfolio	27,042	Q1 2025 Added 13.1%
VTIP Vanguard Sht Trm Inflt Prot Fd ETFs	$0	$13.9 Million 0.14% of portfolio	277,709	Q1 2025 Added 56.95%
ABBV Abb Vie Inc. Healthcare	$339B	$13.3 Million 0.13% of portfolio	63,495	Q1 2025 Added 2.61%
AVGO Broadcom Inc. Technology	$112B	$13.2 Million 0.13% of portfolio	78,742	Q1 2025 Added 18.42%
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$12.9 Million 0.13% of portfolio	280,592	Q1 2025 Added 54.59%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$12.9 Million 0.13% of portfolio	113,456	Q1 2025 Added 28.26%
DVY Ishares Tr ETFs	$0	$13 Million 0.13% of portfolio	97,002	Q1 2025 Added 2.37%
PULS Pgim ETF Tr ETFs	$0	$13.1 Million 0.13% of portfolio	263,614	Q1 2025 Reduced 5.73%
JNK Spdr Bloomberg High Yield Bond ETFs	$0	$13.1 Million 0.13% of portfolio	137,507	Q1 2025 Added 22.09%
SCHW Schwab Charles Corp Financial Services	$169B	$13.4 Million 0.13% of portfolio	171,716	Q1 2025 Added 3.27%
VFVA Vanguard Wellington Fd U S Val ETFs	$0	$12.7 Million 0.13% of portfolio	111,316	Q1 2025 New
QGRO American Centy ETF Tr Stoxx Us ETFs	$0	$12 Million 0.12% of portfolio	127,818	Q1 2025 Reduced 20.26%
CVX Chevron Corp Energy	$297B	$11.9 Million 0.12% of portfolio	71,042	Q1 2025 Added 8.3%
GS Goldman Sachs Group Inc Financial Services	$243B	$12.1 Million 0.12% of portfolio	22,174	Q1 2025 Added 11.03%
IBM International Business Machines Corp Technology	$254B	$11.7 Million 0.12% of portfolio	47,005	Q1 2025 Added 9.55%

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Equitable Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Equitable Holdings, Inc. with notifications on news.

Account

Equitable Holdings, Inc. Portfolio Holdings