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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 $12.13 billion in total holdings as of June 30, 2025.
  • Equitable owns shares of 1,454 different stocks, but just 186 companies or ETFs make up 80% of its holdings.
  • Approximately 8.01% of the portfolio was purchased this quarter.
  • About 3.38% of the portfolio was sold this quarter.
  • This quarter, Equitable has purchased 1,337 new stocks and bought additional shares in 862 stocks.
  • Equitable sold shares of 375 stocks and completely divested from 56 stocks this quarter.

Largest Holdings

Vanguard Growth ETF
$372,577,309
Invesco QQQ
$306,625,233

Largest New Holdings this Quarter

33738D788 - FIRST TR EXCHANGE-TRADED FD
$7,047,118 Holding
09290C806 - BlackRock Future U.S. Themes ETF
$7,033,490 Holding
78463X103 - SPDR Portfolio Europe ETF
$4,915,056 Holding
46654Q575 - J P MORGAN EXCHANGE TRADED F
$4,393,382 Holding
09290C780 - BLACKROCK ETF TRUST
$3,588,190 Holding

Largest Purchases this Quarter

Invesco QQQ
42,894 shares (about $23.66M)
SPDR Portfolio S&P 500 Value ETF
442,360 shares (about $23.15M)
Apple
101,117 shares (about $20.75M)
NVIDIA
128,921 shares (about $20.37M)
iShares Core International Aggregate Bond ETF
351,732 shares (about $17.97M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF
568,010 shares (about $54.14M)
iShares Russell Top 200 ETF
149,788 shares (about $22.94M)
Vanguard Value ETF
109,334 shares (about $19.32M)
iShares Core S&P Total U.S. Stock Market ETF
133,411 shares (about $18.02M)
iShares Morningstar Growth ETF
171,673 shares (about $16.64M)

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
$510,225,083$54,142,713 -9.6%5,352,7604.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$387,635,321$104,311 0.0%624,3123.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$372,577,309$4,531,302 1.2%849,8573.1%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$327,338,466$6,904,607 -2.1%2,997,6052.7%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$306,625,233$23,662,046 8.4%555,8432.5%Finance
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$255,380,992$23,153,122 10.0%4,879,2702.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$238,845,776$345,406 0.1%943,1972.0%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$235,672,041$16,635,114 -6.6%2,432,1161.9%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$210,612,625$2,401,737 -1.1%317,5321.7%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$198,978,134$19,323,691 -8.9%1,125,8241.6%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$194,258,777$6,456,404 -3.2%1,729,2041.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$165,143,891$12,350,204 8.1%267,2881.4%Finance
NVIDIA Corporation stock logo
NVDA
NVIDIA
$158,324,939$20,368,229 14.8%1,002,1201.3%Computer and Technology
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$150,853,999$9,622,428 6.8%265,5741.2%ETF
Apple Inc. stock logo
AAPL
Apple
$149,562,570$20,746,175 16.1%728,9691.2%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$118,539,488$15,053,445 14.5%540,3141.0%Retail/Wholesale
Microsoft Corporation stock logo
MSFT
Microsoft
$117,825,983$10,986,792 10.3%236,8791.0%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$111,575,027$102,096 -0.1%1,336,5480.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$109,535,764$6,937,202 6.8%360,3980.9%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$94,083,865$5,602,461 6.3%1,320,2900.8%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$93,587,244$2,147,168 2.3%328,0310.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$92,840,817$1,471,002 -1.6%2,292,9320.8%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$89,961,148$4,218,997 4.9%321,4850.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$87,962,260$8,250,318 10.4%181,0780.7%Finance
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$87,195,999$5,843,110 7.2%476,9500.7%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$84,979,567$4,827,105 6.0%1,024,8380.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$83,670,292$8,559,718 11.4%353,0690.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$78,707,157$7,757,975 10.9%590,4070.6%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$77,727,490$10,135,551 15.0%1,427,2400.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$77,156,292$4,993,540 6.9%1,244,0550.6%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$75,428,840$2,099,010 2.9%904,5310.6%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$71,672,943$1,732,405 2.5%841,1330.6%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$70,650,248$223,691 0.3%509,4480.6%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$69,464,260$12,773,914 -15.5%163,6070.6%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$68,542,728$8,771,462 14.7%92,8650.6%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$64,474,454$13,647,377 -17.5%331,9490.5%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$63,886,260$3,360,731 5.6%1,018,2700.5%Manufacturing
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$63,512,603$2,733,190 4.5%758,4500.5%Manufacturing
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$61,815,939$6,051,761 10.9%272,1970.5%ETF
JPMorgan U.S. Momentum Factor ETF stock logo
JMOM
JPMorgan U.S. Momentum Factor ETF
$59,328,934$5,255,386 9.7%922,8330.5%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$59,067,136$3,632,640 -5.8%2,307,3100.5%ETF
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$58,931,005$3,204,924 -5.2%445,9740.5%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$58,731,707$3,898,130 7.1%202,5860.5%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$55,966,833$575,389 -1.0%307,9500.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$55,028,499$1,658,585 3.1%503,5090.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$54,354,007$4,305,438 8.6%265,5690.4%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$51,357,421$1,812,986 -3.4%180,5880.4%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$50,391,340$4,565,420 10.0%1,901,5600.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$50,048,299$6,706,736 15.5%679,7270.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$49,701,168$3,114,213 6.7%254,3300.4%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$48,938,488$505,959 -1.0%144,1190.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$47,607,928$4,608,770 10.7%268,3800.4%Computer and Technology
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$47,269,683$327,387 -0.7%155,0690.4%Finance
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$47,229,952$2,674,284 6.0%287,1820.4%ETF
Invesco S&P 500 Low Volatility ETF stock logo
SPLV
Invesco S&P 500 Low Volatility ETF
$46,603,853$1,366,613 3.0%639,9870.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$45,898,046$5,323,732 13.1%260,4440.4%Computer and Technology
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$44,923,282$7,159,533 19.0%908,2750.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$44,357,922$4,638,150 11.7%642,0310.4%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$43,814,275$2,185,765 5.3%1,013,7500.4%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$42,424,835$4,430,788 11.7%406,0570.3%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$42,162,972$1,562,980 -3.6%643,5130.3%Finance
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$42,113,859$5,607,915 15.4%985,3500.3%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$41,759,901$480,302 1.2%131,4610.3%Auto/Tires/Trucks
iShares MSCI EAFE ETF stock logo
EFA
iShares MSCI EAFE ETF
$40,914,518$3,209,548 8.5%457,7080.3%Finance
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$40,067,475$710,669 1.8%403,9060.3%Finance
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$39,472,695$2,618,683 7.1%632,9810.3%Finance
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$39,386,251$5,043,248 -11.4%714,8140.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$39,146,240$527,923 1.4%1,092,2500.3%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$38,368,284$2,477,482 6.9%478,9450.3%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$38,201,335$3,452,604 9.9%339,6580.3%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$37,885,610$667,475 1.8%251,8990.3%Manufacturing
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$36,694,405$3,997,414 12.2%861,3710.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$36,691,506$1,402,863 4.0%547,4710.3%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$36,681,771$819,042 2.3%188,1020.3%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$36,579,625$2,712,334 8.0%92,2470.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$35,997,599$4,153,237 13.0%1,251,2200.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$35,779,655$6,374,036 21.7%677,1320.3%ETF
FIDELITY COVINGTON TRUST
$35,138,471$15,174,191 -30.2%948,9190.3%ENHANCED LARGE
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$35,035,956$3,723,164 11.9%35,3920.3%Retail/Wholesale
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$34,474,250$1,330,954 4.0%474,2640.3%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$34,449,453$3,488,291 11.3%633,2620.3%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$34,447,728$5,938,384 20.8%693,9510.3%ETF
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$32,949,985$9,264 0.0%384,1220.3%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$32,809,895$10,675,721 48.2%357,6790.3%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$31,727,208$2,968,093 10.3%304,2210.3%ETF
Invesco RAFI US 1000 ETF stock logo
PRF
Invesco RAFI US 1000 ETF
$31,042,623$364,241 1.2%734,3890.3%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$30,903,954$323,490 1.1%609,7860.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$30,410,892$166,065 -0.5%580,6930.3%ETF
iShares Morningstar Mid-Cap Value ETF stock logo
IMCV
iShares Morningstar Mid-Cap Value ETF
$29,644,965$496,605 -1.6%390,1680.2%ETF
JPMORGAN CHASE FINL CO LLC
$28,894,124$2,972,470 11.5%954,8620.2%CAL LKD 44
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$28,113,670$5,278,498 23.1%468,3270.2%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$28,028,703$1,857,838 7.1%515,4230.2%ETF
US Treasury 10 Year Note ETF stock logo
UTEN
US Treasury 10 Year Note ETF
$27,989,279$5,446,717 -16.3%637,5690.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$27,436,176$987,200 3.7%366,3530.2%ETF
SPDR S&P 600 Small Cap Growth ETF stock logo
SLYG
SPDR S&P 600 Small Cap Growth ETF
$27,331,273$6,865,700 33.5%307,9580.2%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$27,185,154$5,479,922 25.2%98,6220.2%Computer and Technology
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$26,521,864$1,651,826 6.6%414,7930.2%ETF
Visa Inc. stock logo
V
Visa
$26,453,710$2,278,356 9.4%74,5070.2%Business Services
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$26,401,219$3,262,839 14.1%830,2270.2%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$26,391,690$770,333 -2.8%241,0200.2%ETF

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