Equitable Holdings, Inc. Portfolio Holdings

Equitable Holdings, Inc.

$11.5 Billion
Q2 2025

Equitable Holdings, Inc. has filed its 13F form on August 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $11.5 Billion distributed in 1543 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $510M, Ishares Core S&P 500 ETF with a value of $388M, Vanguard Growth ETF with a value of $373M, Vanguard Russell 1000 Growth E with a value of $327M, and Invesco Qqq Trust, Series 1 with a value of $307M.

Examining the 13F form we can see an increase of $1.46B in the current position value, from $10B to 11.5B.

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 $11.5 Billion

ETFs: $9.42 Billion

Technology: $666 Million

Financial Services: $340 Million

Consumer Cyclical: $238 Million

Communication Services: $225 Million

Industrials: $147 Million

Healthcare: $134 Million

Consumer Defensive: $124 Million

Other: $136 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
XLG Invesco Exchange Traded Fd Tr ETFs	$0	$13.7 Million 0.12% of portfolio	262,464	Q2 2025 Reduced 6.46%
DVY Ishares Tr ETFs	$0	$13.7 Million 0.12% of portfolio	103,340	Q2 2025 Added 6.53%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$13.5 Million 0.12% of portfolio	148,752	Q2 2025 Reduced 32.94%
IWY Ishares Tr Russell 200 Growth ETFs	$0	$13.6 Million 0.12% of portfolio	55,325	Q2 2025 Reduced 2.57%
USHY Ishares Tr Broad Usd High Yiel ETFs	$0	$14.2 Million 0.12% of portfolio	379,065	Q2 2025 Reduced 11.98%
XLE Energy Sector Spdr ETFs	$0	$13.6 Million 0.12% of portfolio	160,757	Q2 2025 Added 98.87%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$13.8 Million 0.12% of portfolio	49,361	Q2 2025 Added 11.95%
ASML Asml Holding Nv Technology	$295B	$13.6 Million 0.12% of portfolio	16,968	Q2 2025 Added 5.52%
BX Blackstone Inc. Financial Services	$122B	$12.6 Million 0.11% of portfolio	84,203	Q2 2025 Added 11.33%
DFAX Dimensional ETF Tr	$0	$12.5 Million 0.11% of portfolio	425,066	Q2 2025 Added 5.26%
XOM Exxon Mobil Corp Energy	$476B	$12.8 Million 0.11% of portfolio	118,961	Q2 2025 Added 32.94%
CIBR First Tr Fd Ii Nasdaq Cybersec ETFs	$0	$13.1 Million 0.11% of portfolio	173,470	Q2 2025 Added 22.37%
TDIV First Trust Nasdaq Technology ETFs	$0	$12.6 Million 0.11% of portfolio	139,404	Q2 2025 Added 2.34%
BSJT Invesco Self Indexed Fd Tr Bul ETFs	$0	$12.8 Million 0.11% of portfolio	594,497	Q2 2025 Added 7.59%
IOO Ishares Tr Global 100 ETF ETFs	$0	$12.7 Million 0.11% of portfolio	117,856	Q2 2025 Reduced 8.58%
TLH Ishares Barclays 10 20 Yr Trea ETFs	$0	$12.4 Million 0.11% of portfolio	122,174	Q2 2025 Added 54.11%
FLOT Ishares Tr Fltg Rate Nt ETF ETFs	$0	$12.7 Million 0.11% of portfolio	248,416	Q2 2025 Added 4.47%
LMT Lockheed Martin Corp Industrials	$119B	$12.6 Million 0.11% of portfolio	27,165	Q2 2025 Reduced 22.61%
ABBV Abb Vie Inc. Healthcare	$372B	$11.6 Million 0.1% of portfolio	62,749	Q2 2025 Reduced 1.17%
ASGI Aberdeen Standard Global Infrastructure Income Fund Technology	$0	$11.4 Million 0.1% of portfolio	557,191	Q2 2025 Added 11.92%
KO Coca Cola CO Consumer Defensive	$298B	$11.4 Million 0.1% of portfolio	161,452	Q2 2025 Added 10.9%
DFAI Dimensional ETF Tr ETFs	$0	$11 Million 0.1% of portfolio	317,103	Q2 2025 Added 14.96%
AIRR First Tr Vi Rba Amern Indl Ren ETFs	$0	$11.3 Million 0.1% of portfolio	138,773	Q2 2025 Reduced 4.65%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$11.8 Million 0.1% of portfolio	355,035	Q2 2025 Added 23.66%
SHY Ishares Barclays 1 3 Year Trea ETFs	$0	$11.9 Million 0.1% of portfolio	143,553	Q2 2025 Added 23.9%
JNJ Johnson & Johnson Healthcare	$463B	$11.2 Million 0.1% of portfolio	73,272	Q2 2025 Added 19.54%
PULS Pgim ETF Tr ETFs	$0	$12 Million 0.1% of portfolio	242,160	Q2 2025 Reduced 8.14%
RTX Raytheon Technologies Corp Industrials	$233B	$11.2 Million 0.1% of portfolio	76,977	Q2 2025 Added 84.92%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$11.2 Million 0.1% of portfolio	25,368	Q2 2025 Reduced 0.7%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$11.6 Million 0.1% of portfolio	473,814	Q2 2025 Added 9.94%
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	$0	$11.9 Million 0.1% of portfolio	242,355	Q2 2025 Added 10.81%
CVX Chevron Corp Energy	$314B	$10.9 Million 0.09% of portfolio	76,054	Q2 2025 Added 7.05%
GILD Gilead Sciences, Inc. Healthcare	$142B	$10.3 Million 0.09% of portfolio	92,927	Q2 2025 Added 4.99%
HON Honeywell International Inc Industrials	$148B	$10.9 Million 0.09% of portfolio	46,758	Q2 2025 Added 12.05%
ACWV Ishares Msci Global Min Vol Fa ETFs	$0	$10.8 Million 0.09% of portfolio	91,474	Q2 2025 Reduced 2.25%
TIP Ishares Tr Tips Bd ETF ETFs	$0	$9.88 Million 0.09% of portfolio	89,761	Q2 2025 Added 2.06%
TLT Ishares Barclays 20+ Year Trea ETFs	$0	$10.6 Million 0.09% of portfolio	120,653	Q2 2025 Reduced 0.11%
IJT Ishares S&P Small Cap 600 Grow ETFs	$0	$10.3 Million 0.09% of portfolio	77,416	Q2 2025 Added 4.89%
EMGF Ishares Msci Emerging Markets ETFs	$0	$10.3 Million 0.09% of portfolio	197,085	Q2 2025 Added 7.71%
QEFA Spdr Index Shs Fds Msci Eafe S ETFs	$0	$9.78 Million 0.09% of portfolio	130,744	Q2 2025 Added 12.62%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$10.7 Million 0.09% of portfolio	107,823	Q2 2025 Reduced 2.97%
XLC Select Sector Spdr Tr Communic ETFs	$0	$10.6 Million 0.09% of portfolio	97,550	Q2 2025 Added 3.57%
SHOP Shopify Inc. Technology	$168B	$9.92 Million 0.09% of portfolio	86,012	Q2 2025 Added 17.77%
USFR Wisdomtree Floating Rate Treas ETFs	$0	$10.8 Million 0.09% of portfolio	214,620	Q2 2025 Added 7.79%
AXP American Express CO Financial Services	$248B	$9.38 Million 0.08% of portfolio	29,411	Q2 2025 Added 37.76%
CAT Caterpillar Inc Industrials	$221B	$8.94 Million 0.08% of portfolio	23,033	Q2 2025 Added 31.27%
DBEF Xtrackers Msci Eafe Hedged Equ ETFs	$0	$8.94 Million 0.08% of portfolio	204,432	Q2 2025 Added 11.79%
FDVV Fidelity High Dividend ETF ETFs	$0	$9.39 Million 0.08% of portfolio	180,591	Q2 2025 Added 105.36%
FTCS First Trust Capital Strength E ETFs	$0	$9.56 Million 0.08% of portfolio	105,209	Q2 2025 Added 7.11%
FVD First Tr Value Line Divid Inde ETFs	$0	$9.37 Million 0.08% of portfolio	209,613	Q2 2025 Added 10.55%

Summary

Portfolio
No. of Stocks 1,543
Current Value $11.5 Billion
Prior Value $10 Billion
Filing
Period Q2 2025
Filing Date August 15, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 173 stocks
Additional Purchases 862 stocks
Sold out of 0 stocks
Reduced holdings in 375 stocks

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Equitable Holdings, Inc. Portfolio Holdings