13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001333986
Total reported value
$16.7B
$16.7B
1161 檔
8.5%
The Q1 2024 SEC filing reveals that Equitable Holdings, Inc. held a total portfolio value of $16.7B, covering 1161 public equity positions.
In Q1 2024, Equitable Holdings, Inc. displayed an active expansion posture, initiating 1 new positions and adding to 33 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1161 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 4.17% | +1.92% | +4.46% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.31% | +0.91% | -1.17% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.20% | -0.97% | +0.01% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.72% | +0.30% | -9.58% | |
| 5 | VUG | Vanguard Growth ETF | ETF-Other | 2.56% | -0.20% | -0.48% | |
| 6 | ILCG | Ishares Morningstar Growth E | ETF-Other | 2.40% | -0.67% | -11.41% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.39% | -0.33% | +1.02% | |
| 8 | VTV | Vanguard Value ETF | ETF-Other | 2.37% | +0.27% | +3.72% | |
| 9 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.15% | -0.65% | -0.78% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.14% | +0.11% | +26.60% | |
| 11 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 2.04% | -1.78% | +461.56% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.24% | +0.12% | -5.95% | |
| 13 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.18% | -0.01% | -15.95% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.57% | -16.92% | |
| 15 | AAPL | Apple Inc | Stock-Tech | 1.09% | -0.11% | -4.67% | |
| 16 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.08% | +0.12% | -3.36% | |
| 17 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.02% | -0.38% | -7.63% | |
| 18 | VONV | Vanguard Russell 1000 Value | ETF-Other | 1.00% | -0.30% | +8.22% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.98% | +0.05% | +8.37% | |
| 20 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.97% | -0.36% | +0.63% | |
| 21 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.95% | +0.02% | +47.20% | |
| 22 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.83% | -0.16% | +1.23% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.82% | -0.42% | +3.08% | |
| 24 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.80% | +0.38% | +5.05% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.79% | -0.10% | -6.36% | |
| 26 | VV | Vanguard Large-cap ETF | ETF-Other | 0.79% | -0.23% | -3.03% | |
| 27 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.76% | -0.37% | +7.94% | |
| 28 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.74% | +0.01% | +26.40% | |
| 29 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.73% | +0.03% | -4.68% | |
| 30 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.73% | -0.09% | +5.34% | |
| 31 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.71% | -0.33% | -6.67% | |
| 32 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.69% | +0.37% | +379.58% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.69% | +0.01% | +22.04% | |
| 34 | VB | Vanguard Small-cap ETF | ETF-Other | 0.68% | +0.05% | -0.26% | |
| 35 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.67% | +0.02% | +0.23% | |
| 36 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.67% | — | +158.95% | |
| 37 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | +0.05% | -17.22% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.61% | +0.01% | -1.09% | |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.13% | +0.92% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-Other | 0.59% | +0.05% | +6.70% | |
| 41 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.47% | +1.52% | |
| 42 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.55% | -0.04% | +10.52% | |
| 43 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.55% | -0.01% | +0.20% | |
| 44 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.55% | +0.08% | -20.85% | |
| 45 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.52% | +0.02% | +3.01% | |
| 46 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | +0.19% | +2.49% | |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.51% | -0.10% | -8.99% | |
| 48 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | -0.34% | +0.02% | |
| 49 | IMCV | Ishares Morningstar Mid-cap | ETF-Other | 0.43% | -0.15% | -10.92% | |
| 50 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.42% | -0.02% | +1.70% |
According to official SEC Form 13F filings, Equitable Holdings, Inc. reported a total U.S. public equity portfolio value of $16.7B across 1161 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPYG, IVV, VONG) accounted for 8.5% of total reported equity market value during Q1 2024.
Top New Position Initiated
DYNF
市值: $12.7M
Top Position Liquidated / Trimmed
IVV
前期市值: $270.3M
During Q1 2024, Equitable Holdings, Inc.'s top holdings by market value included SPYG (4.2%)、IVV (3.3%)、VONG (3.2%). The largest single position, SPYG, represented 4.2% of total portfolio value.
In Q1 2024, Equitable Holdings, Inc. made 50 total portfolio adjustments, initiating 1 new buys, adding to 33 positions, trimming 16 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.