Equitable Trust CO Portfolio Holdings
Equitable Trust CO
- $2.08 Billion
- Q3 2025
Equitable Trust CO has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $2.08 Billion distributed in 707 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $192M, Ishares Gold Trust with a value of $137M, Microsoft Corp with a value of $68.4M, Hca Healthcare, Inc. with a value of $68.1M, and Vanguard Value ETF with a value of $62.9M.
Examining the 13F form we can see an increase of $152M in the current position value, from $1.93B to 2.08B.
Below you can find more details about Equitable Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$2.08 Billion
ETFs: $727 Million
Technology: $375 Million
Financial Services: $224 Million
Healthcare: $177 Million
Communication Services: $136 Million
Industrials: $127 Million
Consumer Cyclical: $118 Million
Consumer Defensive: $72.2 Million
Other: $122 Million
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 707
- Current Value $2.08 Billion
- Prior Value $1.93 Billion
- Filing
- Period Q3 2025
- Filing Date November 10, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 27 stocks
- Additional Purchases 113 stocks
- Sold out of 0 stocks
- Reduced holdings in 182 stocks