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Equitable Top Holdings and 13F Report (2025)

About Equitable

Equitable NYSE: EQH has filed 13-F forms with the SEC as an investor. Equitable is itself a publicly traded company. For more information on Equitable stock, visit the Equitable stock profile here.

Investment Activity

  • Equitable has $10.51 billion in total holdings as of December 31, 2024.
  • Equitable owns shares of 1,263 different stocks, but just 160 companies or ETFs make up 80% of its holdings.
  • Approximately 5.75% of the portfolio was purchased this quarter.
  • About 4.50% of the portfolio was sold this quarter.
  • This quarter, Equitable has purchased 1,256 new stocks and bought additional shares in 664 stocks.
  • Equitable sold shares of 455 stocks and completely divested from 91 stocks this quarter.

Largest Holdings

Vanguard Growth ETF
$331,975,775
Invesco QQQ
$264,094,261

Largest New Holdings this Quarter

BLACKROCK INC
$3,632,990 Holding
Virtus Reaves Utilities ETF
$2,346,510 Holding
SPDR S&P Telecom ETF
$1,574,987 Holding

Largest Purchases this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
553,626 shares (about $50.62M)
Schwab US Dividend Equity ETF
1,012,541 shares (about $27.66M)
SPDR Portfolio Intermediate Term Treasury ETF
612,354 shares (about $17.07M)
Fidelity High Dividend ETF
290,030 shares (about $14.48M)
Alphabet
55,634 shares (about $10.59M)

Largest Sales this Quarter

JPMorgan Ultra-Short Income ETF
740,015 shares (about $37.27M)
iShares Morningstar Growth ETF
226,203 shares (about $20.27M)
Vanguard Value ETF
97,459 shares (about $16.50M)
Invesco Short Term Treasury ETF
130,496 shares (about $13.78M)
Invesco QQQ
26,395 shares (about $13.49M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEquitable

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$488,049,807$9,669 0.0%5,552,3304.6%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$345,359,718$4,048,941 1.2%586,6683.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$339,369,114$1,601,976 -0.5%3,285,2773.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$331,975,775$5,386,204 1.6%808,8293.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$264,094,261$13,493,916 -4.9%516,5862.5%Finance
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$246,744,512$20,267,789 -7.6%2,753,8452.3%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$229,938,563$3,104,607 -1.3%988,8982.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$201,785,914$10,392,765 -4.9%324,5191.9%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$201,203,170$5,734,328 2.9%3,934,3601.9%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$188,608,927$12,156,060 -6.1%1,847,4771.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$171,611,961$16,499,809 -8.8%1,013,6561.6%ETF
Apple Inc. stock logo
AAPL
Apple
$147,850,222$4,868,165 -3.2%590,4091.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$135,119,572$3,481,315 -2.5%230,5481.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$125,707,067$1,396,057 1.1%233,3051.2%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$116,250,019$8,068,680 -6.5%865,6641.1%Computer and Technology
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$103,810,536$50,618,025 95.2%1,135,4101.0%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$101,065,873$6,385,781 6.7%1,438,0461.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$95,829,552$6,948,081 7.8%436,8000.9%Retail/Wholesale
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$93,184,183$5,588,992 -5.7%2,730,2720.9%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$88,437,956$6,890,711 -7.2%220,2250.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$87,768,959$1,784,070 2.1%302,8500.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$85,821,507$745,451 -0.9%318,2110.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$82,399,457$926,036 1.1%195,4910.8%Computer and Technology
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$81,544,257$1,625,158 2.0%457,9080.8%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$77,800,092$4,878,490 6.7%969,2300.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$77,682,284$3,940,592 5.3%323,2990.7%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$74,826,573$1,384,110 -1.8%924,0130.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$74,465,114$3,119,375 4.4%281,9260.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$73,919,288$3,566,500 5.1%1,186,3150.7%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$72,907,190$2,986,857 4.3%1,087,6800.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$72,360,096$3,102,409 -4.1%390,8610.7%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$70,173,919$3,424,630 -4.7%2,808,0800.7%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$70,133,057$7,188,500 -9.3%553,3180.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$69,793,335$933,757 1.4%153,9740.7%Finance
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$64,623,187$2,892,338 4.7%506,4910.6%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$62,509,154$3,945,363 -5.9%542,5200.6%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$62,430,469$18,363 0.0%768,3750.6%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$61,908,408$5,278,070 9.3%382,6940.6%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$60,983,034$1,637,056 -2.6%471,4940.6%ETF
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$56,862,259$393,320 -0.7%442,0950.5%ETF
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$54,813,199$693,594 -1.2%926,8380.5%Manufacturing
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$54,530,715$1,102,509 2.1%673,8010.5%Manufacturing
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$54,231,757$12,073,697 -18.2%309,4890.5%ETF
JPMorgan US Momentum Factor ETF stock logo
JMOM
JPMorgan US Momentum Factor ETF
$52,500,279$5,368,823 11.4%900,9830.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$47,728,234$4,554,104 -8.7%118,1860.5%Auto/Tires/Trucks
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$46,690,773$5,891,485 -11.2%826,6780.4%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$45,660,580$956,970 -2.1%652,2940.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$45,158,630$7,017,337 18.4%77,1270.4%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$45,017,009$136,298 -0.3%229,8780.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$44,840,371$7,972,056 21.6%213,0690.4%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$44,547,963$600,184 1.4%138,2790.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$42,456,956$179,543 -0.4%177,1180.4%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$41,672,233$4,856,144 -10.4%430,0540.4%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$40,822,504$289,541 0.7%205,9870.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$40,712,494$5,829,168 16.7%566,1590.4%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$40,594,671$486,692 -1.2%159,9790.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$40,565,097$1,716,194 -4.1%214,2900.4%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$40,496,982$27,662,620 215.5%1,482,3200.4%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$40,191,986$37,274,556 -48.1%797,9350.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$39,314,408$608,716 1.6%205,9640.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$38,962,691$10,594,939 37.3%204,5930.4%Computer and Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$37,063,531$292,977 0.8%1,071,5100.4%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$36,912,561$2,140,555 6.2%264,8910.4%Manufacturing
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$36,816,109$1,645,031 4.7%152,0510.4%Finance
iShares Russell Top 200 Growth ETF stock logo
IWY
iShares Russell Top 200 Growth ETF
$36,229,463$6,091,611 -14.4%153,9910.3%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$35,059,206$1,102,370 3.2%913,7140.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$34,680,746$1,868,354 -5.1%325,4880.3%ETF
iShares MSCI USA Min Vol Factor ETF stock logo
USMV
iShares MSCI USA Min Vol Factor ETF
$34,612,917$549,521 1.6%389,8290.3%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$34,376,061$2,261,422 7.0%506,4240.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$33,766,858$6,547,943 24.1%751,7110.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$33,705,222$1,221,626 3.8%765,3320.3%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$33,655,003$3,640,819 12.1%453,2050.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$33,191,693$976,841 3.0%520,6540.3%ETF
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$31,952,530$3,509,034 -9.9%393,6980.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$31,757,183$5,469,098 20.8%420,0130.3%Finance
US Treasury 10 Year Note ETF stock logo
UTEN
US Treasury 10 Year Note ETF
$31,590,083$7,085,260 28.9%741,8560.3%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$30,672,801$192,099 0.6%760,3570.3%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$29,622,815$592,836 2.0%502,6780.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$29,149,297$1,414,680 5.1%785,2720.3%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$29,124,466$697,710 -2.3%79,5620.3%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$29,081,750$3,007,621 11.5%559,3720.3%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$28,476,519$2,862,973 11.2%589,2100.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$27,726,214$17,072,430 160.2%994,4840.3%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$27,676,632$5,583,801 25.3%551,8770.3%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$27,051,067$857,202 3.3%479,7990.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$26,175,739$2,698,543 11.5%528,6960.2%Finance
SPDR S&P 600 Small CapValue ETF stock logo
SLYV
SPDR S&P 600 Small CapValue ETF
$25,652,373$1,239,823 -4.6%294,0100.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$25,010,777$2,511,911 11.2%276,8210.2%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$24,758,532$2,699,331 12.2%27,0210.2%Retail/Wholesale
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$24,538,360$1,174,648 5.0%250,5960.2%ETF
JPMORGAN CHASE FINL CO LLC
$24,263,683$2,534,702 11.7%822,2190.2%CAL LKD 44
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$24,220,650$1,251,588 5.4%183,8240.2%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$24,115,832$2,287,774 -8.7%349,8090.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$24,051,552$340,793 1.4%336,7150.2%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$23,944,772$4,280,437 -15.2%108,3670.2%Finance
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$23,377,097$3,208 0.0%291,4850.2%ETF
Invesco S&P MidCap Quality ETF stock logo
XMHQ
Invesco S&P MidCap Quality ETF
$22,764,984$296,001 1.3%231,1870.2%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$22,737,477$2,811,175 14.1%415,7520.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$20,917,308$1,462,591 7.5%341,0060.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$20,246,472$8,210,220 68.2%26,2260.2%Medical

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