Equitable Trust CO Purchases in Q2 2025

Equitable Trust CO

  • $1.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
71.3K
+ 29.0%
$456.74 - $568.03 $32.6M - $40.5M
317K $180M
MSFT
Microsoft Corp

Technology
2.54K
+ 1.96%
$354.56 - $497.45 $901K - $1.26M
132K $65.7M
SPY
Spdr S&P 500 ETF Trust

ETFs
23.3K
+ 108.97%
$496.48 - $617.85 $11.6M - $14.4M
44.6K $27.6M
SHOP
Shopify Inc.

Technology
79.3K
+ 32.17%
$76.89 - $115.35 $6.1M - $9.15M
326K $37.6M
IXUS
Ishares Tr

ETFs
135K
+ 32.48%
$62.37 - $77.63 $8.44M - $10.5M
552K $42.7M
ORCL
Oracle Corp

Technology
39.4K
+ 63.4%
$122.82 - $218.63 $4.84M - $8.62M
102K $22.2M
AVGO
Broadcom Inc.

Technology
9.58K
+ 19.39%
$146.29 - $275.65 $1.4M - $2.64M
58.9K $16.2M
ACWI
Ishares Msci Acwi ETF

ETFs
45.8K
+ 34.85%
$103.59 - $128.6 $4.74M - $5.89M
177K $22.8M
UNH
Unitedhealth Group Inc

Healthcare
33K
+ 238.04%
$274.35 - $599.47 $9.05M - $19.8M
46.8K $14.6M
AMZN
Amazon Com Inc

Consumer Cyclical
15.3K
+ 11.22%
$167.32 - $223.3 $2.56M - $3.41M
152K $33.3M
ASML
Asml Holding Nv

Technology
5.24K
+ 50.99%
$595.37 - $815.24 $3.12M - $4.27M
15.5K $12.4M
MELI
Mercadolibre Inc

Consumer Cyclical
1.74K
+ 123.61%
$1794.73 - $2613.63 $3.12M - $4.54M
3.14K $8.22M
ARES
Ares Management Corp

Financial Services
29.5K
+ 1719.09%
$118.04 - $175.83 $3.49M - $5.19M
31.3K $5.41M
ADI
Analog Devices Inc

Technology
7.7K
+ 9.26%
$164.6 - $238.02 $1.27M - $1.83M
90.8K $21.6M
FAST
Fastenal CO

Industrials
130K
+ 696.45%
$40.65 - $83.16 $5.3M - $10.8M
149K $6.26M
GOOG
Alphabet Inc.

Communication Services
7.61K
+ 4.79%
$146.58 - $180.01 $1.12M - $1.37M
167K $29.6M
META
Meta Platforms, Inc.

Communication Services
1.11K
+ 4.72%
$484.66 - $738.09 $538K - $819K
24.6K $18.2M
CRM
Salesforce, Inc.

Technology
14.6K
+ 39.3%
$236.26 - $291.15 $3.45M - $4.25M
51.8K $14.1M
MRVL
Marvell Technology, Inc.

Technology
43.9K
+ 381.91%
$49.38 - $79.97 $2.17M - $3.51M
55.3K $4.28M
URI
United Rentals, Inc.

Industrials
4.19K
New
$551.94 - $753.4 $2.31M - $3.16M
4.19K $3.16M
KO
Coca Cola CO

Consumer Defensive
40.6K
+ 42.68%
$68.37 - $73.9 $2.78M - $3M
136K $9.6M
GPN
Global Payments Inc

Industrials
35.6K
+ 194.3%
$67.47 - $99.6 $2.4M - $3.54M
53.9K $4.31M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
457
+ 1.3%
$141.37 - $228.57 $64.6K - $104K
35.6K $8.06M
TSLA
Tesla, Inc.

Consumer Cyclical
4.88K
+ 46.36%
$221.86 - $362.89 $1.08M - $1.77M
15.4K $4.9M
GS
Goldman Sachs Group Inc

Financial Services
35
+ 0.26%
$462.22 - $707.75 $16.2K - $24.8K
13.2K $9.38M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
18.9K
+ 8.24%
$51.16 - $62.02 $969K - $1.17M
249K $15.4M
ELAN
Elanco Animal Health Inc

Healthcare
98.2K
+ 65.48%
$8.1 - $14.3 $795K - $1.4M
248K $3.54M
SPOT
Spotify Technology S.A.

Communication Services
239
+ 2.92%
$503.3 - $775.9 $120K - $185K
8.44K $6.47M
NXPI
Nxp Semiconductors N.V.

Technology
7.66K
New
$153.5 - $218.72 $1.18M - $1.68M
7.66K $1.67M
FIS
Fidelity National Information Services, Inc.

Technology
1.97K
+ 0.95%
$68.14 - $82.13 $134K - $162K
208K $16.9M
TDG
Trans Digm Group Inc

Industrials
484
+ 8.22%
$1231.75 - $1520.64 $596K - $736K
6.37K $9.69M
MDT
Medtronic PLC

Healthcare
19K
+ 39.73%
$80.68 - $88.86 $1.53M - $1.69M
66.9K $5.83M
V
Visa Inc.

Financial Services
2.89K
+ 4.02%
$308.27 - $373.31 $890K - $1.08M
74.8K $26.5M
SPGI
S&P Global Inc.

Financial Services
1.75K
+ 8.26%
$438.31 - $527.29 $768K - $924K
23K $12.1M
KLAC
Kla Corp

Technology
613
+ 20.09%
$576.53 - $902.94 $353K - $554K
3.66K $3.28M
CSGP
Costar Group, Inc.

Real Estate
13.4K
+ 13.63%
$72.62 - $83.22 $975K - $1.12M
112K $9M
IWP
Ishares Russell Mid Cap Growth

ETFs
6.03K
+ 40.94%
$104.34 - $138.68 $629K - $837K
20.8K $2.88M
IQV
Iqvia Holdings Inc.

Healthcare
7.24K
New
$137.0 - $174.37 $992K - $1.26M
7.24K $1.14M
EME
Emcor Group, Inc.

Industrials
1.1K
+ 48.14%
$342.02 - $534.89 $377K - $589K
3.39K $1.81M
VTI
Vanguard Total Stock Market Et

ETFs
1.2K
+ 5.77%
$243.75 - $303.93 $292K - $364K
21.9K $6.66M
APG
A Pi Group Corp

Industrials
12.6K
+ 60.52%
$32.2 - $51.23 $407K - $647K
33.5K $1.71M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
16.9K
+ 12.72%
$51.68 - $52.76 $875K - $893K
150K $7.91M
DAL
Delta Air Lines, Inc.

Industrials
18.8K
New
$35.88 - $52.99 $676K - $998K
18.8K $926K
PSTG
Pure Storage, Inc.

Technology
10.7K
+ 46.51%
$37.18 - $57.58 $398K - $616K
33.7K $1.94M
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
985
+ 0.76%
$65.84 - $80.81 $64.9K - $79.6K
131K $10.5M
CBRE
Cbre Group, Inc.

Real Estate
4.31K
+ 13.33%
$113.94 - $140.12 $491K - $604K
36.6K $5.13M
ADUS
Addus Home Care Corp

Healthcare
5.83K
+ 58.94%
$96.32 - $118.0 $562K - $688K
15.7K $1.81M
SAP
Sap Se

Technology
423
+ 2.34%
$237.53 - $309.8 $100K - $131K
18.5K $5.62M
GDDY
Go Daddy Inc.

Technology
4.02K
+ 60.39%
$162.11 - $192.36 $652K - $773K
10.7K $1.92M
Activity Summary
Buys All Purchases 166 New Holdings 16 Increased Positions 150 Sells All Sells 177 Reductions 177 Sold out 0 Options Calls 0 Puts 0
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