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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 $10.53 billion in total holdings as of March 31, 2025.
  • Equitable owns shares of 1,337 different stocks, but just 177 companies or ETFs make up 80% of its holdings.
  • Approximately 9.13% of the portfolio was purchased this quarter.
  • About 5.36% of the portfolio was sold this quarter.
  • This quarter, Equitable has purchased 1,263 new stocks and bought additional shares in 750 stocks.
  • Equitable sold shares of 402 stocks and completely divested from 61 stocks this quarter.

Largest Holdings

Vanguard Growth ETF
$311,311,177
Invesco QQQ
$240,532,045

Largest New Holdings this Quarter

31609A305 - FIDELITY COVINGTON TRUST
$42,799,050 Holding
46138E222 - Invesco S&P International Developed Momentum ETF
$16,120,431 Holding
921935805 - Vanguard U.S. Value Factor
$12,690,024 Holding
922907738 - VANGUARD MUN BD FDS
$8,635,753 Holding
464288372 - iShares Global Infrastructure ETF
$4,403,997 Holding

Largest Purchases this Quarter

iShares U.S. Equity Factor Rotation Active ETF
878,521 shares (about $42.84M)
FIDELITY COVINGTON TRUST
1,358,700 shares (about $42.80M)
Vanguard Value ETF
221,502 shares (about $38.26M)
SPDR Portfolio S&P 500 Growth ETF
368,440 shares (about $29.61M)
SPDR Portfolio S&P 500 Value ETF
502,550 shares (about $25.67M)

Largest Sales this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
894,113 shares (about $82.02M)
Vanguard Russell 1000 Growth ETF
224,443 shares (about $20.83M)
iShares Russell Top 200 Growth ETF
97,206 shares (about $20.50M)
iShares MSCI USA Min Vol Factor ETF
198,992 shares (about $18.64M)
Vanguard Mid-Cap Value ETF
111,773 shares (about $17.94M)

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
$475,852,285$29,611,523 6.6%5,920,7704.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$350,706,514$21,057,764 6.4%624,1443.3%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$311,311,177$11,381,207 3.8%839,5213.0%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$284,014,787$20,826,066 -6.8%3,060,8342.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$240,532,045$1,705,462 -0.7%512,9492.3%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$226,592,994$25,665,229 12.8%4,436,9102.2%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$213,361,193$38,262,255 21.9%1,235,1582.0%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$210,880,871$12,153,035 -5.4%2,603,7892.0%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$194,469,678$9,717,981 -4.8%941,8331.8%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$174,186,964$1,825,651 -1.0%321,1531.7%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$161,997,913$5,512,827 -3.3%1,786,6761.5%ETF
Apple Inc. stock logo
AAPL
Apple
$139,464,765$8,317,214 6.3%627,8521.3%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$138,336,588$9,370,342 7.3%247,2991.3%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$127,775,499$7,877,726 6.6%248,6341.2%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$101,202,377$7,585,804 -7.0%1,337,7711.0%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$94,637,308$816,643 0.9%873,1990.9%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$92,778,563$9,543,269 11.5%337,5730.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$89,745,452$6,639,884 8.0%471,6990.9%Retail/Wholesale
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$87,393,183$5,389,710 6.6%164,0940.8%Finance
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$84,808,430$14,600,774 -14.7%2,329,2620.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$82,379,400$589,627 0.7%320,5050.8%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$82,372,388$10,215,697 14.2%1,241,6700.8%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$80,630,393$7,245,027 9.9%214,7910.8%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$79,243,237$6,331,535 8.7%306,4080.8%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$79,031,178$213,067 -0.3%966,6240.8%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$76,044,170$2,207,728 -2.8%444,9890.7%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$75,680,398$2,135,992 2.9%402,2130.7%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$71,623,872$3,636,987 -4.8%879,3600.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$70,283,441$1,408,113 -2.0%316,9490.7%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$69,940,606$9,580,440 -12.0%193,6930.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$68,634,060$3,316,980 5.1%532,2120.7%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$67,892,559$1,328,921 -1.9%1,163,5400.6%ETF
Vanguard Russell 1000 Value stock logo
VONV
Vanguard Russell 1000 Value
$67,748,997$4,327,325 6.8%820,8020.6%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$62,552,823$9,165,540 -12.8%2,449,2100.6%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$60,517,499$42,836,684 242.3%1,241,1300.6%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$59,665,534$5,343,798 -8.2%507,8350.6%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$59,234,621$159,478 -0.3%470,2280.6%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$57,963,266$4,153,519 7.7%725,8110.6%Manufacturing
First Trust NASDAQ Rising Dividend Achievers stock logo
RDVY
First Trust NASDAQ Rising Dividend Achievers
$56,473,772$2,216,676 4.1%964,7040.5%Manufacturing
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$53,894,625$281,845 0.5%311,1160.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$51,064,982$5,666,335 -10.0%488,3330.5%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$48,350,669$6,905,002 16.7%1,729,2800.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$47,436,957$2,842,923 6.4%244,5330.5%ETF
JPMorgan US Momentum Factor ETF stock logo
JMOM
JPMorgan US Momentum Factor ETF
$47,403,720$3,375,682 -6.6%841,0880.4%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$47,395,868$6,269,290 15.2%245,5490.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$46,674,209$2,221,291 5.0%80,9810.4%Computer and Technology
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$46,417,558$2,321,849 -4.8%621,2200.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$46,396,042$2,948,997 6.8%189,1400.4%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$45,738,628$6,601,366 16.9%186,9630.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$45,433,129$6,180,509 15.7%238,3940.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$44,991,044$1,179,069 2.7%156,1430.4%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$44,664,105$2,248,404 5.3%145,6090.4%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$44,155,343$1,113,545 -2.5%806,3430.4%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$43,493,657$17,944,037 -29.2%270,9210.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$43,235,609$1,651,229 4.0%588,6400.4%ETF
FIDELITY COVINGTON TRUST
$42,799,050$42,799,050 New Holding1,358,7000.4%ENHANCED LARGE
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$41,303,406$6,683,873 19.3%667,3680.4%Finance
iShares Core S&P Total U.S. Stock Market ETF stock logo
ITOT
iShares Core S&P Total U.S. Stock Market ETF
$39,368,356$14,571,654 -27.0%322,6650.4%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$39,245,718$3,295,223 -7.7%396,7420.4%Finance
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$38,343,151$4,023,696 11.7%363,6490.4%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$38,228,495$7,061,049 22.7%963,1770.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$37,869,996$5,906,431 18.5%242,3990.4%Computer and Technology
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$35,701,228$4,484,924 14.4%574,8990.3%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$35,603,540$2,465,735 7.4%230,2350.3%Computer and Technology
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$35,547,385$198,270 0.6%1,077,5200.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$34,844,652$3,672,736 11.8%590,9880.3%Finance
iShares Russell Top 200 ETF stock logo
IWL
iShares Russell Top 200 ETF
$34,734,362$19,662,959 130.5%252,7790.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$34,556,961$81,966 -0.2%763,5210.3%ETF
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$34,473,959$146,297 0.4%421,8030.3%Finance
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$34,259,104$4,114,215 -10.7%183,9020.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$33,677,583$3,048,499 10.0%129,9490.3%Auto/Tires/Trucks
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$33,627,492$2,345,428 -6.5%854,1400.3%ETF
US Treasury 10 Year Note ETF stock logo
UTEN
US Treasury 10 Year Note ETF
$33,442,241$868,680 2.7%761,6400.3%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$33,014,520$4,303,864 -11.5%448,0190.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$31,845,079$355,925 1.1%526,5390.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$31,634,059$3,211,706 11.3%1,106,8600.3%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$31,447,344$2,215,004 -6.6%247,4610.3%Manufacturing
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$31,284,727$644,986 2.1%767,5350.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$30,550,294$9,849,155 -24.4%603,4030.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$29,983,535$6,980,095 30.3%455,9540.3%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$29,915,967$4,360,046 17.1%31,6310.3%Retail/Wholesale
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$29,668,921$748,186 -2.5%384,0140.3%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$29,470,018$4,626,025 18.6%569,1390.3%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$29,431,470$4,191,809 -12.5%396,7040.3%ETF
Invesco FTSE RAFI US 1000 ETF stock logo
PRF
Invesco FTSE RAFI US 1000 ETF
$29,328,447$1,397,580 -4.5%725,7720.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$29,149,627$14,115,729 93.9%556,5030.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$29,082,266$266,284 -0.9%583,8640.3%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$28,716,100$1,122,250 4.1%574,3220.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$28,588,069$20,950,273 274.3%308,9600.3%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$28,566,933$1,955,036 7.3%85,4070.3%ETF
JPMORGAN CHASE FINL CO LLC
$27,823,375$1,117,702 4.2%856,6310.3%CAL LKD 44
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$27,394,098$2,499,891 10.0%275,7610.3%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$24,630,836$3,352,648 15.8%481,2590.2%ETF
SPDR S&P 600 Small Cap Value ETF stock logo
SLYV
SPDR S&P 600 Small Cap Value ETF
$24,392,357$1,341,973 5.8%311,1270.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$24,029,887$2,962,536 14.1%388,9590.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$24,019,160$1,119,173 4.9%353,1710.2%ETF
Visa Inc. stock logo
V
Visa
$23,862,821$1,559,547 7.0%68,0900.2%Business Services
iShares iBoxx $ Investment Grade Corporate Bond ETF stock logo
LQD
iShares iBoxx $ Investment Grade Corporate Bond ETF
$23,257,160$2,857,351 14.0%213,9770.2%Finance
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$22,390,036$68,883 -0.3%290,5910.2%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$22,269,011$608,696 2.8%26,9630.2%Medical

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