Equitable Holdings, Inc. Portfolio Holdings

Equitable Holdings, Inc.

  • $10.1 Billion
  • Q4 2024

Equitable Holdings, Inc. has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.1 Billion distributed in 1370 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio with a value of $488M, Ishares Core S&P 500 ETF with a value of $345M, Vanguard Russell 1000 Growth E with a value of $339M, Vanguard Growth ETF with a value of $332M, and Invesco Qqq Trust, Series 1 with a value of $264M.

Examining the 13F form we can see an increase of $159M in the current position value, from $9.9B to 10.1B.

Equitable Holdings, Inc. is based out at New York, NY

Below you can find more details about Equitable Holdings, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $10.1 Billion
ETFs: $8.44 Billion
Technology: $504 Million
Financial Services: $262 Million
Consumer Cyclical: $215 Million
Communication Services: $162 Million
Healthcare: $123 Million
Industrials: $112 Million
Consumer Defensive: $93.1 Million
Other: $106 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$270M
$120,000 0.0% of portfolio
20,500
Q4 2024 Reduced 74.38%
$71.6M
$71,000 0.0% of portfolio
15,596
Q4 2024 Reduced 24.38%
$135M
$278,000 0.0% of portfolio
118,519
Q4 2024 Added 3.37%
$291M
$202,000 0.0% of portfolio
40,100
Q4 2024 Added 33.22%
$172M
$83,000 0.0% of portfolio
15,933
Q4 2024 Reduced 38.72%
$81.5M
$31,000 0.0% of portfolio
18,549
Q2 2024 Added 7.54%
$161M
$21,000 0.0% of portfolio
10,125
Q2 2024 New
$189M
$130,000 0.0% of portfolio
15,356
Q4 2024 Added 15.08%
$243M
$49,000 0.0% of portfolio
31,200
Q4 2024 New
$74.5M
$7,000 0.0% of portfolio
14,500
Q4 2024 New
$61.7M
$9,000 0.0% of portfolio
21,450
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 1,370
  • Current Value $10.1 Billion
  • Prior Value $9.9 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 98 stocks
  • Additional Purchases 664 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 455 stocks
Track This Portfolio

Track Equitable Holdings, Inc. Portfolio

Follow Equitable Holdings, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Equitable Holdings, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Equitable Holdings, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email