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CIK: 0001333986
Total reported value
$16.7B
$16.7B
1263 檔
10.6%
According to the latest 13F quarterly dataset, Equitable Holdings, Inc. managed an equity portfolio of $16.7B at the end of Q4 2024, spanning 1263 distinct U.S. exchange-listed positions.
In Q4 2024, Equitable Holdings, Inc. displayed an active expansion posture, initiating 8 new positions and adding to 110 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 1263 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 | 4.65% | +1.92% | -0.00% | |
| 2 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.29% | +0.91% | +1.19% | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 3.23% | -0.97% | -0.47% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 3.16% | -0.20% | +1.65% | |
| 5 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.51% | +0.30% | -4.86% | |
| 6 | ILCG | Ishares Morningstar Growth E | ETF-Other | 2.35% | -0.67% | -7.59% | |
| 7 | XLK | Ss Technology Select Sector | ETF-Tech | 2.19% | -0.33% | -1.33% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.92% | -0.65% | -4.90% | |
| 9 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 1.92% | +0.11% | +2.93% | |
| 10 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 1.80% | -1.78% | -6.05% | |
| 11 | VTV | Vanguard Value ETF | ETF-Other | 1.63% | +0.27% | -8.77% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.41% | -0.11% | -3.19% | |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.29% | +0.12% | -2.51% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.20% | +0.57% | +1.12% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | -0.10% | -6.49% | |
| 16 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.99% | +0.05% | +95.16% | |
| 17 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.96% | +0.12% | +6.74% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.91% | -0.09% | +7.82% | |
| 19 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.89% | +0.05% | -5.66% | |
| 20 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.84% | -0.01% | -7.23% | |
| 21 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.84% | +0.03% | +2.07% | |
| 22 | VV | Vanguard Large-cap ETF | ETF-Other | 0.82% | -0.23% | -0.86% | |
| 23 | MSFT | Microsoft CORP | Stock-Tech | 0.78% | -0.42% | +1.14% | |
| 24 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.78% | +0.01% | +2.03% | |
| 25 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.74% | -0.37% | +6.69% | |
| 26 | VB | Vanguard Small-cap ETF | ETF-Other | 0.74% | +0.05% | +5.34% | |
| 27 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.71% | -0.38% | -1.82% | |
| 28 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.71% | +0.02% | +4.37% | |
| 29 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.70% | +0.37% | +5.07% | |
| 30 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.69% | +0.08% | +4.27% | |
| 31 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.69% | -0.36% | -4.11% | |
| 32 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.67% | +0.02% | -4.65% | |
| 33 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.67% | +0.38% | -9.30% | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.66% | -0.13% | +1.36% | |
| 35 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.62% | +0.01% | +4.69% | |
| 36 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.60% | +0.47% | -5.94% | |
| 37 | VONV | Vanguard Russell 1000 Value | ETF-Other | 0.59% | -0.30% | -0.03% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.59% | -0.16% | +9.32% | |
| 39 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 0.58% | -0.33% | -2.61% | |
| 40 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.54% | +0.19% | -0.69% | |
| 41 | RDVY | First Trust Rising Dividend | ETF-Other | 0.52% | +0.05% | -1.25% | |
| 42 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 0.52% | -0.10% | +2.06% | |
| 43 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.52% | +0.01% | -18.21% | |
| 44 | JMOM | Jpmorgan US Momentum Factor | ETF-Other | 0.50% | +0.17% | +11.39% | |
| 45 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.45% | -0.06% | -8.71% | |
| 46 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.44% | -0.04% | -11.20% | |
| 47 | SPLV | Invesco S&p 500 Low Volatili | ETF-Large Cap & Growth | 0.43% | -0.01% | -2.05% | |
| 48 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.43% | -0.10% | +18.40% | |
| 49 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.43% | -0.01% | -0.30% | |
| 50 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.43% | +0.05% | +21.62% |
According to official SEC Form 13F filings, Equitable Holdings, Inc. reported a total U.S. public equity portfolio value of $16.7B across 1263 disclosed positions in Q4 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 10.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
PYLD
市值: $5.8M
Top Position Liquidated / Trimmed
USCI
前期市值: $6.9M
During Q4 2024, Equitable Holdings, Inc.'s top holdings by market value included SPYG (4.7%)、IVV (3.3%)、VONG (3.2%). The largest single position, SPYG, represented 4.7% of total portfolio value.
In Q4 2024, Equitable Holdings, Inc. made 200 total portfolio adjustments, initiating 8 new buys, adding to 110 positions, trimming 73 holdings, and fully liquidating 9 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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