Equitable Trust CO Reduced Holdings in Q2 2025

Equitable Trust CO

  • $1.93 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VMC
Vulcan Materials CO

Basic Materials
-1.07K
- 6.12%
$226.49 - $276.01 $243K - $296K
16.5K $4.3M
IWM
Ishares Russell 2000 ETF

ETFs
-330
- 1.82%
$174.82 - $215.79 $57.7K - $71.2K
17.8K $3.83M
IBM
International Business Machines Corp

Technology
-19
- 0.34%
$221.03 - $294.78 $4.2K - $5.6K
5.51K $1.62M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.16K
- 9.92%
$320.42 - $424.58 $372K - $493K
10.5K $4.47M
IVV
Ishares Core S&P 500 ETF

ETFs
-118
- 1.87%
$498.8 - $620.9 $58.9K - $73.3K
6.18K $3.84M
KKR
Kkr & Co. Inc.

Financial Services
-798
- 3.05%
$92.79 - $134.29 $74K - $107K
25.4K $3.37M
WPM
Wheaton Precious Metals Corp.

Basic Materials
-558
- 1.33%
$70.56 - $92.75 $39.4K - $51.8K
41.5K $3.72M
BA
Boeing CO

Industrials
-2.49K
- 9.4%
$136.59 - $217.51 $340K - $541K
24K $5.02M
MNDY
Monday.Com Ltd.

Technology
-627
- 6.01%
$217.77 - $314.48 $137K - $197K
9.8K $3.08M
VUG
Vanguard Growth ETF

ETFs
-36
- 0.4%
$329.49 - $438.4 $11.9K - $15.8K
8.91K $3.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.97K
- 1.65%
$152.93 - $181.74 $301K - $357K
117K $21.3M
NFLX
Netflix Inc

Communication Services
-10
- 0.6%
$855.86 - $1339.13 $8.56K - $13.4K
1.64K $2.2M
CAT
Caterpillar Inc

Industrials
-267
- 1.8%
$273.94 - $388.21 $73.1K - $104K
14.6K $5.66M
INTU
Intuit Inc

Technology
-58
- 1.06%
$544.07 - $787.63 $31.6K - $45.7K
5.43K $4.28M
CPNG
Coupang, Inc.

Consumer Cyclical
-1.81K
- 1.49%
$19.76 - $30.81 $35.8K - $55.9K
120K $3.6M
NOW
Service Now, Inc.

Technology
-20
- 0.37%
$721.65 - $1040.18 $14.4K - $20.8K
5.37K $5.52M
BAC
Bank Of America Corp

Financial Services
-2.27K
- 0.74%
$34.39 - $47.46 $78K - $108K
302K $14.3M
CRWD
Crowd Strike Holdings, Inc.

Technology
-60
- 0.55%
$321.63 - $509.31 $19.3K - $30.6K
10.9K $5.57M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-1.05K
- 3.73%
$416.06 - $551.64 $436K - $579K
27.1K $15M
JPM
Jpmorgan Chase & CO

Financial Services
-2K
- 3.32%
$210.28 - $289.91 $420K - $579K
58.2K $16.9M
AXP
American Express CO

Financial Services
-1.67K
- 2.89%
$231.39 - $318.98 $387K - $534K
56.2K $17.9M
SE
Sea LTD

Consumer Cyclical
-13.7K
- 8.7%
$105.57 - $170.4 $1.45M - $2.34M
144K $23.1M
HCA
Hca Healthcare, Inc.

Healthcare
-8.05K
- 4.55%
$317.61 - $387.52 $2.56M - $3.12M
169K $64.8M
GOOGL
Alphabet Inc.

Communication Services
-10.8K
- 4.03%
$144.7 - $178.6 $1.56M - $1.93M
257K $45.3M
DG
Dollar General Corp

Consumer Defensive
-18.4K
- 7.77%
$86.02 - $114.95 $1.58M - $2.11M
218K $25M
NVDA
Nvidia Corp

Technology
-16.9K
- 12.18%
$94.31 - $157.99 $1.59M - $2.67M
122K $19.2M
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
Track This Portfolio

Track Equitable Trust CO Portfolio

Follow Equitable Trust CO and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Equitable Trust CO with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email