Equitable Holdings, Inc. Holdings & Portfolio - 13F Filings Analysis - Stocknear

Equitable Holdings, Inc.

CIK Number: 0001333986

12.13B
Market Value
1,275
# of Holdings
11 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 13, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPYG SPDR Portfolio ...
100.99
+0.54% 5.92M +6.64% 475.85M 60.29 4.52% Share
2 IVV iShares Core S&...
652.09
+0.25% 624.14K +6.39% 350.71M 380.73 3.33% Share
3 VUG Vanguard Growth...
465.62
+0.65% 839.52K +3.79% 311.31M 256.29 2.96% Share
4 VONG Vanguard Russel...
116.26
+0.56% 3.06M -6.83% 284.01M 68.38 2.70% Share
5 QQQ Invesco QQQ Tru...
578.87
+0.49% 512.95K -0.7% 240.53M 266.92 2.28% Share
6 SPYV SPDR Portfolio ...
54.38
-0.11% 4.44M +12.77% 226.59M 41.71 2.15% Share
7 VTV Vanguard Value ...
182.26
-0.16% 1.24M +21.85% 213.36M 138.49 2.03% Share
8 ILCG iShares Morning...
101.06
+0.75% 2.6M -5.45% 210.88M 54.63 2.00% Share
9 XLK Technology Sele...
264.85
+0.76% 941.83K -4.76% 194.47M 102.82 1.85% Share
10 VGT Vanguard Inform...
704.52
+0.82% 321.15K -1.04% 174.19M 264.48 1.65% Share
11 IGM iShares Expande...
120.22
+0.64% 1.79M -3.29% 162M 44.08 1.54% Share
12 AAPL Apple Inc.
237.88
-0.76% 627.85K +6.34% 139.46M 117.8 1.32% Share
13 SPY SPDR S&P 500 ET...
648.84
+0.25% 247.3K +7.27% 138.34M 433.22 1.31% Share
14 VOO Vanguard S&P 50...
596.54
+0.27% 248.63K +6.57% 127.78M 362.05 1.21% Share
15 IEFA iShares Core MS...
86.74
+1.04% 1.34M -6.97% 101.2M 68.33 0.96% Share
16 NVDA NVIDIA Corporat...
168.31
+0.77% 873.2K +0.87% 94.64M 39.32 0.90% Share
17 VTI Vanguard Total ...
320.51
+0.30% 337.57K +11.47% 92.78M 212.13 0.88% Share
18 AMZN Amazon.com, Inc...
235.84
+1.51% 471.7K +7.99% 89.75M 136.8 0.85% Share
19 BRK-B Berkshire Hatha...
493.77
-1.2% 164.09K +6.57% 87.39M 318.72 0.83% Share
20 SPDW SPDR Portfolio ...
42.33
+0.95% 2.33M -14.69% 84.81M 32.6 0.81% Share
21 VV Vanguard Large ...
299.66
+0.27% 320.5K +0.72% 82.38M 165.33 0.78% Share
22 SPHQ Invesco S&P 500...
72.39
+0.14% 1.24M +14.16% 82.37M 51.07 0.78% Share
23 MSFT Microsoft Corpo...
498.20
+0.65% 214.79K +9.87% 80.63M 267.25 0.77% Share
24 VO Vanguard Mid Ca...
290.00
+0.20% 306.41K +8.68% 79.24M 210.23 0.75% Share
25 VCIT Vanguard Interm...
84.15
+0.19% 966.62K -0.27% 79.03M 83.86 0.75% Share
26 QUAL iShares MSCI US...
189.75
+0.28% 444.99K -2.82% 76.04M 127.16 0.72% Share
27 IWD iShares Russell...
201.53
-0.03% 402.21K +2.90% 75.68M 139.4 0.72% Share
28 ILCV iShares Morning...
88.29
-0.17% 879.36K -4.83% 71.62M 60.93 0.68% Share
29 VB Vanguard Small ...
255.93
+0.16% 316.95K -1.96% 70.28M 192.39 0.67% Share
30 IWF iShares Russell...
451.87
+0.57% 193.69K -12.05% 69.94M 176.78 0.66% Share
31 VYM Vanguard High D...
139.63
+0.06% 532.21K +5.08% 68.63M 104.95 0.65% Share
32 IJH iShares Core S&...
66.06
+0.02% 1.16M -1.92% 67.89M 49.31 0.64% Share
33 VONV Vanguard Russel...
88.42
-0.02% 820.8K +6.82% 67.75M 63.94 0.64% Share
34 SPAB SPDR Portfolio ...
25.91
+0.33% 2.45M -12.78% 62.55M 25.9 0.59% Share
35 DYNF BlackRock U.S. ...
57.55
+0.19% 1.24M +242.28% 60.52M 47.75 0.57% Share
36 IWP iShares Russell...
143.67
+0.62% 507.83K -8.22% 59.67M 89.11 0.57% Share
37 IWS iShares Russell...
139.30
+0.10% 470.23K -0.27% 59.23M 95.25 0.56% Share
38 DGRW WisdomTree U.S....
87.49
+0.14% 725.81K +7.72% 57.96M 63.07 0.55% Share
39 RDVY First Trust Ris...
66.03
+0.11% 964.7K +4.09% 56.47M 47.69 0.54% Share
40 RSP Invesco S&P 500...
188.38
-0.03% 311.12K +0.53% 53.89M 153.01 0.51% Share
41 IJR iShares Core S&...
118.94
-0.16% 488.33K -9.99% 51.06M 98.22 0.48% Share
42 SCHD Schwab U.S. Div...
27.43
-0.76% 1.73M +16.66% 48.35M 25.12 0.46% Share
43 VIG Vanguard Divide...
212.71
+0.35% 244.53K +6.38% 47.44M 146.96 0.45% Share
44 JMOM JPMorgan U.S. M...
66.52
+0.65% 841.09K -6.65% 47.4M 46.64 0.45% Share
45 QQQM Invesco NASDAQ ...
238.28
+0.48% 245.55K +15.24% 47.4M 176.81 0.45% Share
46 META Meta Platforms,...
752.30
-0.02% 80.98K +5.00% 46.67M 335.56 0.44% Share
47 SPLV Invesco S&P 500...
73.17
-0.27% 621.22K -4.76% 46.42M 57.76 0.44% Share
48 JPM JPMorgan Chase ...
293.24
-0.39% 189.14K +6.79% 46.4M 140.22 0.44% Share
49 VOT Vanguard Mid-Ca...
289.89
+0.80% 186.96K +16.87% 45.74M 196.27 0.43% Share
50 IVE iShares S&P 500...
202.91
-0.13% 238.39K +15.75% 45.43M 143.66 0.43% Share
51 GLD SPDR Gold Share...
334.77
+1.12% 156.14K +2.69% 44.99M 192.22 0.43% Share
52 IWB iShares Russell...
357.06
+0.29% 145.61K +5.30% 44.66M 187.84 0.42% Share
53 COWZ Pacer US Cash C...
57.52
-0.04% 806.34K -2.46% 44.16M 48.21 0.42% Share
54 VOE Vanguard Mid-Ca...
172.35
-0.27% 270.92K -29.21% 43.49M 131.43 0.41% Share
55 BND Vanguard Total ...
74.51
+0.32% 588.64K +3.97% 43.24M 78.3 0.41% Share
56 FELG Fidelity Coving...
39.58
+0.76% 1.36M +100.00% 42.8M 31.5 0.41% Share
57 GLDM SPDR Gold MiniS...
72.00
+1.15% 667.37K +19.31% 41.3M 49.46 0.39% Share
58 ITOT iShares Core S&...
142.30
+0.28% 322.67K -27.01% 39.37M 82.58 0.37% Share
59 AGG iShares Core U....
100.43
+0.33% 396.74K -7.75% 39.25M 103.68 0.37% Share
60 MUB iShares Nationa...
105.84
+0.56% 363.65K +11.72% 38.34M 107.79 0.36% Share
61 IQLT iShares MSCI In...
43.75
+0.76% 963.18K +22.66% 38.23M 36.83 0.36% Share
62 GOOG Alphabet Inc.
234.16
-0.43% 242.4K +18.48% 37.87M 133.43 0.36% Share
63 VXUS Vanguard Total ...
72.47
+0.97% 574.9K +14.37% 35.7M 57.43 0.34% Share
64 GOOGL Alphabet Inc.
234.04
-0.41% 230.24K +7.44% 35.6M 99.71 0.34% Share
65 DFAC Dimensional U.S...
37.98
+0.20% 1.08M +0.56% 35.55M 27.48 0.34% Share
66 IAU iShares Gold Tr...
68.53
+1.14% 590.99K +11.78% 34.84M 38.68 0.33% Share
67 IWL iShares Russell...
161.13
+0.31% 252.78K +130.47% 34.73M 117.06 0.33% Share
68 VWO Vanguard Emergi...
52.48
+0.98% 763.52K -0.24% 34.56M 43.38 0.33% Share
69 EFA iShares MSCI EA...
92.72
+1.02% 421.8K +0.43% 34.47M 75.37 0.33% Share
70 VBR Vanguard Small ...
210.59
-0.17% 183.9K -10.72% 34.26M 162.52 0.33% Share
71 TSLA Tesla, Inc.
346.40
-1.27% 129.95K +9.95% 33.68M 186.47 0.32% Share
72 SPEM SPDR Portfolio ...
45.20
+0.84% 854.14K -6.52% 33.63M 38.67 0.32% Share
73 UTEN US Treasury 10 ...
44.49
+0.38% 761.64K +2.67% 33.44M 42.99 0.32% Share
74 VYMI Vanguard Intern...
84.80
+0.61% 448.02K -11.53% 33.01M 62.9 0.31% Share
75 DFUS Dimensional U.S...
70.69
+0.27% 526.54K +1.13% 31.85M 47.64 0.30% Share
76 SPTI SPDR Portfolio ...
29.04
+0.16% 1.11M +11.30% 31.63M 28.23 0.30% Share
77 IUSG iShares Core S&...
159.38
+0.54% 247.46K -6.58% 31.45M 89.18 0.30% Share
78 SPSM SPDR Portfolio ...
46.36
-0.11% 767.53K +2.11% 31.28M 41.17 0.30% Share
79 JPST JPMorgan Ultra-...
50.65
+0.02% 603.4K -24.38% 30.55M 50.45 0.29% Share
80 SPLG SPDR Portfolio ...
76.35
+0.26% 455.95K +30.34% 29.98M 55.85 0.28% Share
81 COST Costco Wholesal...
971.85
+0.87% 31.63K +17.06% 29.92M 666.74 0.28% Share
82 ILCB iShares Morning...
90.06
+0.32% 384.01K -2.46% 29.67M 46.12 0.28% Share
83 JEPQ JPMorgan Nasdaq...
56.02
+0.43% 569.14K +18.62% 29.47M 51.24 0.28% Share
84 IMCV iShares Morning...
79.68
-0.24% 396.7K -12.47% 29.43M 60.79 0.28% Share
85 PRF Invesco FTSE RA...
44.41
-0.13% 725.77K -4.55% 29.33M 30.32 0.28% Share
86 BINC Blackrock Etf T...
53.19
+0.16% 556.5K +93.89% 29.15M 52.51 0.28% Share
87 XLF Financial Selec...
53.10
+0.06% 583.86K -0.91% 29.08M 40.25 0.28% Share
88 JMUB JPMorgan Munici...
50.09
+0.40% 574.32K +4.07% 28.72M 50.26 0.27% Share
89 SPMO Invesco S&P 500...
117.73
+0.58% 308.96K +274.30% 28.59M 92.19 0.27% Share
90 VOOG Vanguard S&P 50...
420.60
+0.55% 85.41K +7.35% 28.57M 207.33 0.27% Share
91 AMJB Alerian MLP Ind...
29.89
-0.86% 856.63K +4.19% 27.82M 29.05 0.26% Share
92 RWL Invesco S&P 500...
108.43
+0.02% 275.76K +10.04% 27.39M 86.64 0.26% Share
93 SPMD SPDR Portfolio ...
57.90
+0.02% 481.26K +15.76% 24.63M 46.23 0.23% Share
94 SLYV SPDR S&P 600 Sm...
88.93
-0.26% 311.13K +5.82% 24.39M 65.46 0.23% Share
95 DGRO iShares Core Di...
66.95
-0.01% 388.96K +14.06% 24.03M 47.92 0.23% Share
96 SPTM SPDR Portfolio ...
78.76
+0.22% 353.17K +4.89% 24.02M 55.61 0.23% Share
97 V Visa Inc.
342.43
-0.23% 68.09K +6.99% 23.86M 240.13 0.23% Share
98 LQD iShares iBoxx $...
111.55
+0.34% 213.98K +14.01% 23.26M 116.19 0.22% Share
99 MDYV SPDR S&P 400 Mi...
84.66
-0.19% 290.59K -0.31% 22.39M 71.69 0.21% Share
100 LLY Eli Lilly and C...
738.59
+1.56% 26.96K +2.81% 22.27M 598.58 0.21% Share
101 DBP Invesco DB Prec...
83.21
+1.00% 310.81K -0.81% 22.21M 48.81 0.21% Share
102 BIL SPDR Bloomberg ...
91.55
+0.02% 241.3K -78.75% 22.13M 91.61 0.21% Share
103 IGV iShares Expande...
110.07
+1.78% 248.06K +811.80% 22.07M 87.39 0.21% Share
104 BUFR FT Vest Laddere...
32.96
+0.15% 727.62K +30.76% 21.6M 28.85 0.21% Share
105 XLV Health Care Sel...
137.82
-0.06% 147.58K +1.19% 21.55M 133.15 0.20% Share
106 VGK Vanguard Europe...
79.11
+0.68% 299.9K +3.42% 21.06M 59.03 0.20% Share
107 JQUA JPMorgan U.S. Q...
62.41
+0.45% 372.62K +296.60% 21.04M 53.48 0.20% Share
108 IVW iShares S&P 500...
116.62
+0.54% 224.33K +40.05% 20.82M 61.41 0.20% Share
109 IWM iShares Russell...
238.26
+0.21% 103.42K -4.57% 20.63M 191.77 0.20% Share
110 IEMG iShares Core MS...
63.33
+0.88% 380.4K +10.99% 20.53M 52.74 0.19% Share
111 EMB iShares J.P. Mo...
94.75
-0.01% 216.52K +6.60% 19.61M 100.95 0.19% Share
112 SLYG SPDR S&P 600 Sm...
94.27
+0.03% 230.6K -16.7% 19.14M 85.24 0.18% Share
113 IJK iShares S&P Mid...
96.84
+0.17% 221.82K +58.47% 18.47M 83.09 0.18% Share
114 IUSV iShares Core S&...
98.48
-0.07% 193.94K +5.64% 17.9M 73.27 0.17% Share
115 USMV iShares MSCI US...
94.08
+0.10% 190.84K -51.05% 17.87M 67.9 0.17% Share
116 IYW iShares U.S. Te...
184.26
+0.78% 126.12K +27.82% 17.71M 142.93 0.17% Share
117 XLI Industrial Sele...
151.28
+0.23% 132.93K -27.69% 17.42M 107.92 0.17% Share
118 XMHQ Invesco S&P Mid...
106.46
+0.24% 186.65K -19.26% 17.08M 94.26 0.16% Share
119 VRIG Invesco Variabl...
25.12
+0.02% 679.22K +14.33% 17.03M 25.04 0.16% Share
120 SCZ iShares MSCI EA...
76.70
+1.25% 267.99K -1.05% 17.03M 62.24 0.16% Share
121 SCHG Schwab U.S. Lar...
30.98
+0.58% 658.59K +36.63% 16.49M 19.7 0.16% Share
122 VEA Vanguard Develo...
59.54
+0.98% 323.72K +7.64% 16.45M 44.66 0.16% Share
123 DFIV Dimensional Int...
46.02
+0.99% 417.64K +20.78% 16.44M 33.18 0.16% Share
124 JAAA Janus Henderson...
50.65
+0.08% 321.46K +50.00% 16.3M 50.66 0.15% Share
125 XLU Utilities Selec...
82.60
-1.04% 206.14K +10.02% 16.25M 71.23 0.15% Share
126 IDMO Invesco S&P Int...
53.36
+0.79% 365.05K +100.00% 16.12M 44.16 0.15% Share
127 GOVT iShares U.S. Tr...
23.18
+0.35% 698.98K +4.12% 16.07M 22.9 0.15% Share
128 HD The Home Depot,...
420.08
+0.27% 43.59K +10.48% 15.98M 312.51 0.15% Share
129 USHY iShares Broad U...
37.59
+0.01% 430.68K -1.83% 15.85M 38.12 0.15% Share
130 SPHD Invesco S&P 500...
49.23
-0.66% 313.19K -1.32% 15.73M 42.6 0.15% Share
131 LMT Lockheed Martin...
459.20
-1.01% 35.1K +9.70% 15.68M 411.61 0.15% Share
132 WMT Walmart Inc.
102.35
+1.83% 175.42K +13.92% 15.4M 65 0.15% Share
133 DFAT Dimensional U.S...
59.24
-0.08% 289.66K +5.29% 14.91M 46.32 0.14% Share
134 SDVY First Trust SMI...
38.31
+0.08% 439.33K +30.56% 14.72M 33.56 0.14% Share
135 NOBL ProShares S&P 5...
104.38
-0.2% 143.73K +8.21% 14.69M 83.92 0.14% Share
136 MA Mastercard Inco...
586.91
+0.46% 26.77K +15.26% 14.67M 427.64 0.14% Share
137 SDY SPDR S&P Divide...
140.34
-0.39% 108.15K +7.51% 14.67M 121.03 0.14% Share
138 UNH UnitedHealth Gr...
320.56
+1.64% 27.04K +13.10% 14.16M 464 0.13% Share
139 BA The Boeing Comp...
231.08
+0.64% 82.45K +7.52% 14.06M 205.36 0.13% Share
140 TFLO iShares Treasur...
50.48
-0.01% 276.59K -2.17% 14.01M 50.51 0.13% Share
141 IMCG iShares Morning...
82.39
+0.65% 195.13K +39.32% 13.94M 61.62 0.13% Share
142 VTIP Vanguard Short-...
50.74
+0.04% 277.71K +56.95% 13.86M 49.67 0.13% Share
143 SCHW The Charles Sch...
93.48
+1.56% 171.72K +3.27% 13.44M 57.75 0.13% Share
144 ABBV AbbVie Inc.
209.94
-1.23% 63.49K +2.61% 13.3M 138.81 0.13% Share
145 AVGO Broadcom Inc.
345.65
+3.21% 78.74K +18.42% 13.18M 115 0.13% Share
146 PULS PGIM Ultra Shor...
49.69
+0.01% 263.61K -5.73% 13.11M 49.37 0.12% Share
147 JNK SPDR Bloomberg ...
97.53
+0.02% 137.51K +22.09% 13.1M 98.15 0.12% Share
148 DVY iShares Select ...
141.06
-0.48% 97K +2.37% 13.03M 108.14 0.12% Share
149 XLG Invesco S&P 500...
55.55
+0.36% 280.59K +54.59% 12.91M 42.08 0.12% Share
150 XMMO Invesco S&P Mid...
133.93
+0.20% 113.46K +28.26% 12.91M 109.99 0.12% Share