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
HSY Hershey CO Consumer Defensive	$24.2B	$6.35 Million 0.06% of portfolio	37,150	Q1 2025 Added 34.33%
PPA Invesco Exchange Traded Fd Tr ETFs	$0	$5.81 Million 0.06% of portfolio	49,831	Q1 2025 Added 32.88%
PWV Invesco Exchange Traded Fd Tr ETFs	$0	$6.25 Million 0.06% of portfolio	105,038	Q1 2025 Added 24.63%
OEF Ishares S&P 100 ETF ETFs	$0	$5.91 Million 0.06% of portfolio	22,228	Q1 2025 Added 271.83%
EFG Msci Eafe Growth ETF ETFs	$0	$6.49 Million 0.06% of portfolio	64,940	Q1 2025 Reduced 11.02%
MTUM Ishares Msci Usa Momentum Fact ETFs	$0	$5.64 Million 0.06% of portfolio	27,904	Q1 2025 Added 23.97%
PTNQ Pacer Fds Tr Trendpliot 100 Et ETFs	$0	$5.68 Million 0.06% of portfolio	79,967	Q1 2025 Added 1.59%
PANW Palo Alto Networks Inc Technology	$57.1B	$6.49 Million 0.06% of portfolio	38,008	Q1 2025 Added 20.16%
PEP Pepsico Inc Consumer Defensive	$187B	$6 Million 0.06% of portfolio	40,017	Q1 2025 Reduced 1.33%
PM Philip Morris International Inc. Consumer Defensive	$280B	$6.25 Million 0.06% of portfolio	39,352	Q1 2025 Added 3.37%
MINT Pimco ETF Tr Enhanced Sht Matu ETFs	$0	$6.46 Million 0.06% of portfolio	64,153	Q1 2025 Added 39.05%
RTX Raytheon Technologies Corp Industrials	$219B	$5.51 Million 0.06% of portfolio	41,627	Q1 2025 Added 16.73%
GWX Spdr Index Shs Fd Spdr S&P Int ETFs	$0	$6.17 Million 0.06% of portfolio	193,057	Q1 2025 Reduced 6.85%
SRLN Ssga Active Trust ETFs	$0	$6.32 Million 0.06% of portfolio	153,661	Q1 2025 Added 11.28%
VNQI Vanguard Global Ex U.S. Real ETFs	$0	$5.61 Million 0.06% of portfolio	138,593	Q1 2025 Reduced 2.62%
VEU Vanguard Ftse All World Ex Us ETFs	$0	$6.18 Million 0.06% of portfolio	101,809	Q1 2025 Added 177.24%
VZ Verizon Communications Inc Communication Services	$175B	$6.45 Million 0.06% of portfolio	142,099	Q1 2025 Added 6.13%
DNL Wiswisdomtree Tr ETFs	$0	$6.01 Million 0.06% of portfolio	168,595	Q1 2025 Reduced 48.19%
ABT Abbott Laboratories Healthcare	$231B	$4.67 Million 0.05% of portfolio	35,224	Q1 2025 Added 14.89%
DIVO Amplify ETF Tr Amplify Cwp Enh ETFs	$0	$5.22 Million 0.05% of portfolio	127,933	Q1 2025 Added 11.53%
BAC Bank Of America Corp Financial Services	$378B	$5.16 Million 0.05% of portfolio	123,616	Q1 2025 Added 9.71%
CRWD Crowd Strike Holdings, Inc. Technology	$102B	$4.54 Million 0.05% of portfolio	12,885	Q1 2025 Added 11.14%
FDN First Tr Fd Dow Jones ETFs	$0	$4.89 Million 0.05% of portfolio	21,996	Q1 2025 Added 5.04%
SKYY First Trust Cloud Computing Et ETFs	$0	$5.3 Million 0.05% of portfolio	51,875	Q1 2025 Added 32.27%
GD General Dynamics Corp Industrials	$83.7B	$4.85 Million 0.05% of portfolio	17,786	Q1 2025 Added 3.58%
PDBC Invesco Act Mge Et Cmdt Fd Tr ETFs	$0	$4.84 Million 0.05% of portfolio	354,959	Q1 2025 Added 10.28%
PKW Invesco Exchange Traded Fd Tr ETFs	$0	$5.21 Million 0.05% of portfolio	46,240	Q1 2025 Added 12.27%
SPGP Invesco Exchange Traded Fd Tr ETFs	$0	$5.12 Million 0.05% of portfolio	51,254	Q1 2025 Reduced 13.09%
BSCS Invesco ETF Fd Tr Invesco Bull ETFs	$0	$4.8 Million 0.05% of portfolio	235,686	Q1 2025 Added 1.91%
BSCP Invesco Et Seld Idxd Fd Tr Bul ETFs	$0	$4.56 Million 0.05% of portfolio	220,670	Q1 2025 Reduced 41.12%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$4.6 Million 0.05% of portfolio	44,487	Q1 2025 Added 90.64%
EWI Ishares Inc Msci Italy ETF ETFs	$0	$5.12 Million 0.05% of portfolio	120,924	Q1 2025 Reduced 7.71%
ICVT Ishares Tr Convertible Bond Et ETFs	$0	$5.12 Million 0.05% of portfolio	61,291	Q1 2025 Added 6.04%
ORCL Oracle Corp Technology	$618B	$5.24 Million 0.05% of portfolio	37,503	Q1 2025 Added 52.71%
PFE Pfizer Inc Healthcare	$142B	$4.86 Million 0.05% of portfolio	191,899	Q1 2025 Added 6.2%
PRU Prudential Financial Inc Financial Services	$39.2B	$4.9 Million 0.05% of portfolio	43,881	Q1 2025 Reduced 6.97%
SPTL Spdr Portfolio Long Term Treas ETFs	$0	$4.84 Million 0.05% of portfolio	177,593	Q1 2025 Reduced 45.76%
ONEV Spdr Russell 1000 Low Volatili ETFs	$0	$4.51 Million 0.05% of portfolio	35,584	Q1 2025 Added 0.59%
TXN Texas Instruments Inc Technology	$177B	$4.91 Million 0.05% of portfolio	25,224	Q1 2025 Added 7.08%
UBER Uber Technologies, Inc Technology	$186B	$5.15 Million 0.05% of portfolio	70,739	Q1 2025 Added 0.0%
VIGI Vanguard Whitehall Fds Intl Di ETFs	$0	$4.88 Million 0.05% of portfolio	58,817	Q1 2025 Reduced 11.01%
VHT Vanguard Health Care ETF ETFs	$0	$5.19 Million 0.05% of portfolio	19,592	Q1 2025 Added 9.57%
DLN Wisdomtree Tr U.S Largecap Div ETFs	$0	$5.26 Million 0.05% of portfolio	66,245	Q1 2025 Added 1.36%
DON Wisdomtree Tr U.S. Midcap Divi ETFs	$0	$5.24 Million 0.05% of portfolio	105,782	Q1 2025 Added 16.77%
EZM Wisdomtree U.S. Midcap Fund ETFs	$0	$5.25 Million 0.05% of portfolio	88,121	Q1 2025 Added 5.29%
MDT Medtronic PLC Healthcare	$119B	$4.81 Million 0.05% of portfolio	53,569	Q1 2025 Added 3.57%
T At&T Inc. Communication Services	$194B	$4.14 Million 0.04% of portfolio	146,355	Q1 2025 Reduced 0.26%
SGOL Abrdn Gold ETF Trust ETFs	$4.61B	$3.76 Million 0.04% of portfolio	126,013	Q1 2025 Added 19.18%
AMGN Amgen Inc Healthcare	$159B	$3.88 Million 0.04% of portfolio	12,449	Q1 2025 Added 1.32%
LCTU Blackrock ETF Tr Us Carbon Tra ETFs	$0	$3.64 Million 0.04% of portfolio	60,091	Q1 2025 Reduced 0.49%

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