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CIK: 0001333986
Total reported value
$16.7B
$16.7B
1210 檔
9.7%
According to the latest 13F quarterly dataset, Equitable Holdings, Inc. managed an equity portfolio of $16.7B at the end of Q2 2024, spanning 1210 distinct U.S. exchange-listed positions.
In Q2 2024, Equitable Holdings, Inc. displayed an active expansion posture, initiating 4 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1210 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 | 4.66% | +1.92% | +9.00% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.31% | -0.97% | +2.44% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | +0.91% | +2.31% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.04% | -0.20% | +17.13% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.77% | +0.30% | +1.09% | |
| 6 | ILCG | Ishares Morningstar Growth E | ETF-Other | 2.62% | -0.67% | +8.21% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.43% | -0.33% | +0.12% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 2.14% | -0.65% | -3.20% | |
| 9 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.99% | -1.78% | -4.74% | |
| 10 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.92% | +0.11% | -1.49% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.90% | +0.27% | -13.06% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.36% | +0.12% | +13.07% | |
| 13 | AAPL | Apple Inc | Stock-Tech | 1.30% | -0.11% | +3.97% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.17% | +0.57% | +7.75% | |
| 15 | IWF | Ishares Russell 1000 Growth | ETF-Other | 1.16% | -0.01% | -2.18% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.06% | -0.10% | +940.76% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.03% | +0.12% | +4.21% | |
| 18 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.02% | +0.05% | +13.58% | |
| 19 | MSFT | Microsoft CORP | Stock-Tech | 0.86% | -0.42% | +5.48% | |
| 20 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.78% | -0.38% | -17.76% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.78% | -0.09% | +5.88% | |
| 22 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.77% | -0.36% | -11.98% | |
| 23 | VV | Vanguard Large-cap ETF | ETF-Other | 0.76% | -0.23% | +0.01% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.76% | +0.01% | +6.09% | |
| 25 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.75% | +0.03% | +6.20% | |
| 26 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.74% | -0.37% | +5.28% | |
| 27 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.71% | +0.02% | -18.77% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.71% | +0.38% | -1.54% | |
| 29 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.65% | +0.08% | +21.72% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.65% | +0.37% | +3.86% | |
| 31 | VB | Vanguard Small-cap ETF | ETF-Other | 0.64% | +0.05% | +6.13% | |
| 32 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.64% | +0.02% | +5.33% | |
| 33 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.63% | +0.01% | +0.57% | |
| 34 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.63% | +0.47% | +21.90% | |
| 35 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.62% | -0.33% | -2.49% | |
| 36 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.62% | -0.30% | -31.78% | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.60% | -0.13% | +9.50% | |
| 38 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.59% | +0.01% | +5.19% | |
| 39 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.55% | -0.16% | -25.93% | |
| 40 | RDVY | First Trust Rising Dividend | ETF-Other | 0.54% | +0.05% | +1.50% | |
| 41 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.52% | +0.19% | +4.35% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.52% | -0.10% | +6.18% | |
| 43 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | +0.05% | -20.41% | |
| 44 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.50% | -0.04% | +3.40% | |
| 45 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.48% | -0.02% | +22.72% | |
| 46 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.46% | -0.01% | -8.98% | |
| 47 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.45% | -0.34% | -5.23% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.45% | — | -28.20% | |
| 49 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.42% | +0.03% | +2.00% | |
| 50 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.41% | +0.27% | +19.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.5% | +9.00% | Add |
| 2 | VUG | Vanguard Growth ETF | +0.5% | +17.13% | Add |
| 3 | NVDA | Nvidia CORP | +0.3% | +940.76% | Add |
| 4 | UTEN | F/m US Treasury 10 Year Note | +0.3% | NEW | New buy |
| 5 | ILCG | Ishares Morningstar Growth E | +0.2% | +8.21% | Add |
| 6 | AAPL | Apple Inc | +0.2% | +3.97% | Add |
| 7 | JMUB | Jpmorgan Municipal ETF | +0.2% | NEW | New buy |
| 8 | AMJB | Alerian Mlp Etn2044 | +0.2% | NEW | New buy |
| 9 | GLDM | Spdr Gold Minishares Trust | +0.2% | +383.68% | Add |
| 10 | IWY | Ishares Russell Top 200 Grow | +0.1% | +47.80% | Add |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +13.07% | Add |
| 12 | VONG | Vanguard Russell 1000 Growth | +0.1% | +2.44% | Add |
| 13 | XPH | Ss Spdr S&p Pharma ETF | +0.1% | NEW | New buy |
| 14 | SPHQ | Invesco S&p 500 Quality ETF | +0.1% | +21.72% | Add |
| 15 | DBEF | Xtrackers Msci Eafe Hedged E | +0.1% | +239.48% | Add |
| 16 | GLD | Spdr Gold Shares | +0.1% | +39.60% | Add |
| 17 | XLV | Ss Health Care Select Sector | +0.1% | +49.28% | Add |
| 18 | EFA | Ishares Msci Eafe ETF | +0.1% | +50.39% | Add |
| 19 | IYW | Ishares Ustechnology ETF | +0.1% | +281.19% | Add |
| 20 | PLD | Prologis Inc | +0.1% | +1398.35% | Add |
| 21 | XLRE | Ss Real Estate Select Sector | +0.1% | +323.70% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +7.75% | Add |
| 23 | AGG | Ishares Core U.s. Aggregate | +0.1% | +22.72% | Add |
| 24 | GOOGL | Alphabet Inc-cl A | +0.1% | +2.00% | Add |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | +0.1% | +75.40% | Add |
| 26 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +1.09% | Add |
| 27 | IJR | Ishares Core S&p Small-cap E | +0.1% | +21.90% | Add |
| 28 | AMZN | Amazon.com Inc | +0.1% | +5.88% | Add |
| 29 | XLK | Ss Technology Select Sector | 0% | +0.12% | Add |
| 30 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +13.58% | Add |
| 31 | MSFT | Microsoft CORP | 0% | +5.48% | Add |
| 32 | QUAL | Ishares Msci USA Quality Fac | 0% | +6.09% | Add |
| 33 | IVV | Ishares Core S&p 500 ETF | 0% | +2.31% | Add |
| 34 | VGT | Vanguard Info Tech ETF | 0% | -3.20% | Trim |
| 35 | IGM | Ishares Expanded Tech Sector | -0.1% | -4.74% | Trim |
| 36 | JNK | Ss Spdr Bb High Yield Bond | -0.1% | -46.81% | Trim |
| 37 | VBR | Vanguard Small-cap Value ETF | -0.1% | -14.96% | Trim |
| 38 | IVW | Ishares S&p 500 Growth ETF | -0.1% | -20.41% | Trim |
| 39 | SLYG | Ss Spdr S&p 600 Sc Gr ETF | -0.1% | -37.77% | Trim |
| 40 | IMCV | Ishares Morningstar Mid-cap | -0.1% | -26.11% | Trim |
| 41 | IAU | Ishares Gold Trust | -0.1% | -36.56% | Trim |
| 42 | AMJEUR | Jpmorgan Alerian Mlp Index | -0.2% | EXIT | Sold out |
| 43 | IWD | Ishares Russell 1000 Value E | -0.2% | -11.98% | Trim |
| 44 | JPST | Jpmorgan Ultra-short Income | -0.2% | -28.20% | Trim |
| 45 | SPYV | Ss Spdr P S&p 500 Value ETF | -0.2% | -1.49% | Trim |
| 46 | ILCV | Ishares Morningstar Value Et | -0.2% | -17.76% | Trim |
| 47 | SPAB | Ss Spdr P Agg Bond ETF | -0.2% | -18.77% | Trim |
| 48 | VOE | Vanguard Mid-cap Value ETF | -0.3% | -25.93% | Trim |
| 49 | VONV | Vanguard Russell 1000 Value | -0.4% | -31.78% | Trim |
| 50 | VTV | Vanguard Value ETF | -0.5% | -13.06% | Trim |
According to official SEC Form 13F filings, Equitable Holdings, Inc. reported a total U.S. public equity portfolio value of $16.7B across 1210 disclosed positions in Q2 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, VONG, IVV) accounted for 9.7% of total reported equity market value during Q2 2024.
Top New Position Initiated
UTEN
市值: $23.6M
Top Position Liquidated / Trimmed
AMJEUR
前期市值: $16.3M
During Q2 2024, Equitable Holdings, Inc.'s top holdings by market value included SPYG (4.7%)、VONG (3.3%)、IVV (3.3%). The largest single position, SPYG, represented 4.7% of total portfolio value.
In Q2 2024, Equitable Holdings, Inc. made 50 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 16 holdings, and fully liquidating 1 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.
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