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CIK: 0000033250
Total reported value
$2.4B
$2.4B
462 檔
18.3%
In Q1 2025, Equitable Trust Co's U.S. equity holdings reached a combined market value of $2.4B, distributed across 462 disclosed stock positions.
In Q1 2025, Equitable Trust Co displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 462 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 7.49% | -1.71% | -7.03% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.00% | +0.29% | +1.61% | |
| 3 | VTV | Vanguard Value ETF | ETF-Other | 3.67% | +0.04% | -1.59% | |
| 4 | HCA | Hca Healthcare Inc | Stock-Healthcare | 3.39% | -0.92% | +35.78% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.69% | -0.23% | +0.06% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 2.49% | +0.06% | -8.57% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.30% | +0.32% | +4.46% | |
| 8 | XLE | Ss Energy Select Sector | ETF-Other | 2.04% | -0.41% | -2.43% | |
| 9 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 1.61% | -0.08% | -0.53% | |
| 10 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 1.57% | -0.08% | -3.58% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | +0.01% | -2.38% | |
| 12 | V | Visa Inc-class A Shares | Stock-Financials | 1.40% | +0.04% | +7.58% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.38% | +0.20% | -4.79% | |
| 14 | CCI | Crown Castle Inc | Stock-Real Estate | 1.36% | — | -5.65% | |
| 15 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.30% | -0.32% | -1.29% | |
| 16 | PRM | Perimeter Solutions Inc | Stock-Other | 1.19% | +0.50% | +16.51% | |
| 17 | DG | Dollar General CORP | Stock-Consumer Staples | 1.15% | -0.44% | +972.16% | |
| 18 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.14% | — | +2.90% | |
| 19 | SE | Sea Ltd-adr | Stock-Comm Services | 1.14% | +0.16% | -6.83% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.13% | +0.02% | -1.97% | |
| 21 | OTIS | Otis Worldwide CORP | Stock-Industrials | 1.04% | -0.04% | -8.45% | |
| 22 | EG | Everest Group, Ltd. | Stock-Financials | 1.03% | +0.23% | +200.22% | |
| 23 | PSA | Public Storage | Stock-Real Estate | 0.98% | +0.02% | -18.27% | |
| 24 | LH | Labcorp Holdings Inc | Stock-Healthcare | 0.96% | -0.13% | -6.71% | |
| 25 | ADI | Analog Devices Inc | Stock-Tech | 0.93% | +0.12% | -0.59% | |
| 26 | AXP | American Express Co | Stock-Financials | 0.86% | -0.02% | -5.77% | |
| 27 | FIS | Fidelity National Info Serv | Stock-Tech | 0.85% | -0.04% | +6.67% | |
| 28 | ACWI | Ishares Msci Acwi ETF | ETF-Other | 0.85% | -0.01% | -1.64% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.83% | +0.08% | -6.85% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.82% | +0.01% | +0.52% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.20% | +32.01% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.74% | +0.06% | +5.18% | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.74% | +0.04% | +2.95% | |
| 34 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.73% | +0.19% | +0.17% | |
| 35 | BAC | Bank Of America CORP | Stock-Financials | 0.70% | +0.04% | +6.21% | |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.66% | +0.32% | -4.17% | |
| 37 | HD | Home Depot Inc | Stock-Consumer Disc | 0.60% | +0.06% | -0.54% | |
| 38 | SPGI | S&p Global Inc | Stock-Financials | 0.60% | -0.13% | +0.56% | |
| 39 | XOM | Exxon Mobil CORP | Stock-Energy | 0.56% | -0.18% | -0.89% | |
| 40 | CRM | Salesforce Inc | Stock-Tech | 0.55% | +0.21% | +1.34% | |
| 41 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 0.53% | -0.04% | -6.86% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.51% | -0.04% | -2.22% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.48% | -0.12% | +74.43% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.46% | +0.07% | +27.00% | |
| 45 | TDG | Transdigm Group Inc | Stock-Industrials | 0.45% | +0.02% | +8.28% | |
| 46 | CSGP | Costar Group Inc | Stock-Real Estate | 0.43% | — | -3.55% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.41% | +0.02% | +2.65% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.40% | -0.19% | +19.50% | |
| 49 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.40% | +0.03% | +2.68% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.39% | +0.13% | +1.14% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | — | NEW | New buy |
| 2 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 3 | VTV | Vanguard Value ETF | — | NEW | New buy |
| 4 | HCA | Hca Healthcare Inc | — | NEW | New buy |
| 5 | MSFT | Microsoft CORP | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 8 | XLE | Ss Energy Select Sector | — | NEW | New buy |
| 9 | IXUS | Ishares Core Intl Stock ETF | — | NEW | New buy |
| 10 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 12 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 13 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 14 | CCI | Crown Castle Inc | — | NEW | New buy |
| 15 | SHOP | Shopify Inc - Class A | — | NEW | New buy |
| 16 | PRM | Perimeter Solutions Inc | — | NEW | New buy |
| 17 | DG | Dollar General CORP | — | NEW | New buy |
| 18 | RSP | Invesco S&p 500 Equal Weight | — | NEW | New buy |
| 19 | SE | Sea Ltd-adr | — | NEW | New buy |
| 20 | MA | Mastercard Inc - A | — | NEW | New buy |
| 21 | OTIS | Otis Worldwide CORP | — | NEW | New buy |
| 22 | EG | Everest Group, Ltd. | — | NEW | New buy |
| 23 | PSA | Public Storage | — | NEW | New buy |
| 24 | LH | Labcorp Holdings Inc | — | NEW | New buy |
| 25 | ADI | Analog Devices Inc | — | NEW | New buy |
| 26 | AXP | American Express Co | — | NEW | New buy |
| 27 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 28 | ACWI | Ishares Msci Acwi ETF | — | NEW | New buy |
| 29 | NVDA | Nvidia CORP | — | NEW | New buy |
| 30 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 31 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 32 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 33 | IJH | Ishares Core S&p Midcap ETF | — | NEW | New buy |
| 34 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 35 | BAC | Bank Of America CORP | — | NEW | New buy |
| 36 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 37 | HD | Home Depot Inc | — | NEW | New buy |
| 38 | SPGI | S&p Global Inc | — | NEW | New buy |
| 39 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 40 | CRM | Salesforce Inc | — | NEW | New buy |
| 41 | VYMI | Vanguard Int High Dvd Yld In | — | NEW | New buy |
| 42 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 43 | ORCL | Oracle CORP | — | NEW | New buy |
| 44 | AVGO | Broadcom Inc | — | NEW | New buy |
| 45 | TDG | Transdigm Group Inc | — | NEW | New buy |
| 46 | CSGP | Costar Group Inc | — | NEW | New buy |
| 47 | ABBV | Abbvie Inc | — | NEW | New buy |
| 48 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 49 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | — | NEW | New buy |
According to official SEC Form 13F filings, Equitable Trust Co reported a total U.S. public equity portfolio value of $2.4B across 462 disclosed positions in Q1 2025.
During Q1 2025, Equitable Trust Co's top holdings by market value included IAU (7.5%)、VOO (7.0%)、VTV (3.7%). The largest single position, IAU, represented 7.5% of total portfolio value.
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 IAU, VOO, VTV) accounted for 18.3% of total reported equity market value during Q1 2025.
Top New Position Initiated
IAU
市值: $135.2M
In Q1 2025, Equitable Trust Co made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 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.
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