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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. Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through six segments: Individual Retirement, Group Retirement, Investment Management and Research, Protection Solutions, Wealth Management, and Legacy. For more information on Equitable stock, visit the Equitable stock profile here.

Investment Activity

  • Equitable has $15.54 billion in total holdings as of June 30, 2025.
  • Equitable owns shares of 1,689 different stocks, but just 245 companies or ETFs make up 80% of its holdings.
  • Approximately 16.66% of the portfolio was purchased this quarter.
  • About 8.06% of the portfolio was sold this quarter.
  • This quarter, Equitable has purchased 1,576 new stocks and bought additional shares in 1,083 stocks.
  • Equitable sold shares of 372 stocks and completely divested from 84 stocks this quarter.

Largest Holdings

Invesco QQQ
$413,785,144
Apple
$296,635,448

Largest New Holdings this Quarter

46435G219 - iShares Investment Grade Systematic Bond ETF
$33,329,791 Holding
46431W838 - iShares Short Maturity Municipal Bond Active ETF
$19,379,490 Holding
464288844 - iShares U.S. Oil Equipment & Services ETF
$11,835,775 Holding
37960A289 - GLOBAL X FDS
$10,270,094 Holding
886364231 - TIDAL TRUST I
$6,815,911 Holding

Largest Purchases this Quarter

SPDR Bloomberg 1-3 Month T-Bill ETF
1,089,312 shares (about $99.55M)
Apple
293,937 shares (about $78.87M)
Microsoft
169,273 shares (about $75.79M)
NVIDIA
310,476 shares (about $57.38M)
Broadcom
141,880 shares (about $47.51M)

Largest Sales this Quarter

Vanguard Russell 1000 Growth ETF
1,225,243 shares (about $258.86M)
iShares Morningstar Growth ETF
1,336,234 shares (about $139.02M)
iShares Expanded Tech Sector ETF
533,514 shares (about $136.92M)
Vanguard Information Technology ETF
90,181 shares (about $116.52M)
Technology Select Sector SPDR Fund
443,442 shares (about $91.21M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofEquitable

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$413,785,144$28,437,391 â–²7.4%676,4642.7%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$328,888,421$258,861,060 â–¼-44.0%1,556,6972.1%ETF
Apple Inc. stock logo
AAPL
Apple
$296,635,448$78,874,217 â–²36.2%1,105,4581.9%Computer and Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$278,451,273$91,212,487 â–¼-24.7%1,353,7291.8%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$278,297,419$15,143,274 â–¼-5.2%4,898,7401.8%ETF
iShares Expanded Tech Sector ETF stock logo
IGM
iShares Expanded Tech Sector ETF
$276,597,220$136,918,553 â–¼-33.1%1,077,7831.8%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$274,863,949$116,522,612 â–¼-29.8%212,7271.8%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$261,807,981$57,376,121 â–²28.1%1,416,7061.7%Computer and Technology
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$234,233,822$50,127,053 â–¼-17.6%652,3981.5%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$218,482,327$1,383,607 â–²0.6%649,0011.4%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$203,993,158$6,522,391 â–²3.3%299,4661.3%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$199,088,946$75,787,911 â–²61.5%444,6671.3%Computer and Technology
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$197,752,831$10,284,332 â–¼-4.9%4,667,5971.3%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$185,844,778$14,531,666 â–²8.5%1,579,3461.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$181,549,289$35,913,208 â–²24.7%799,7971.2%Retail/Wholesale
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$139,405,418$9,999,913 â–²7.7%937,1750.9%ETF
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$133,129,532$12,946,933 â–²10.8%2,189,3120.9%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$132,430,450$99,553,211 â–²302.8%1,449,0550.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$131,854,764$96,188 â–¼-0.1%393,4200.8%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$128,269,084$17,480,352 â–¼-12.0%1,146,0920.8%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$120,644,117$5,825,615 â–²5.1%2,716,5980.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$120,315,109$26,539,403 â–²28.3%387,2520.8%Computer and Technology
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$118,430,122$5,157,428 â–²4.6%1,513,9750.8%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$116,355,214$15,771,632 â–²15.7%2,144,4400.7%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$109,292,133$19,266,241 â–²21.4%367,2240.7%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$109,269,713$9,296,090 â–²9.3%423,3220.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$109,062,665$10,886,859 â–²11.1%375,9490.7%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$107,422,084$9,136,588 â–²9.3%1,431,3400.7%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$105,868,570$5,863,415 â–²5.9%211,9930.7%Finance
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$104,179,695$526,205 â–¼-0.5%406,8550.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$103,251,319$36,081,096 â–²53.7%538,7220.7%ETF
iShares Morningstar Growth ETF stock logo
ILCG
iShares Morningstar Growth ETF
$103,196,444$139,021,786 â–¼-57.4%991,8920.7%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$102,741,665$11,680,254 â–²12.8%517,3300.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$100,367,278$11,203,244 â–²12.6%324,4060.6%Computer and Technology
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$99,366,157$5,594,005 â–²6.0%692,2230.6%Financial Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$95,518,107$21,843,670 â–²29.6%148,1550.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$91,351,716$25,116,035 â–²37.9%289,1200.6%Finance
Broadcom Inc. stock logo
AVGO
Broadcom
$88,224,231$47,508,498 â–²116.7%263,4740.6%Computer and Technology
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$86,983,262$4,760,613 â–¼-5.2%343,6310.6%ETF
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$86,791,595$7,607,562 â–¼-8.1%1,249,3780.6%Manufacturing
JPMorgan U.S. Momentum Factor ETF stock logo
JMOM
JPMorgan U.S. Momentum Factor ETF
$85,999,848$10,404,461 â–²13.8%1,261,9200.6%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$84,508,198$15,562,446 â–²22.6%711,1040.5%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$84,174,034$1,041,329 â–²1.3%323,8990.5%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$83,191,188$21,077,971 â–²33.9%1,910,0570.5%ETF
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$78,954,800$8,514,541 â–²12.1%2,154,9470.5%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$76,510,041$4,467,303 â–²6.2%191,7160.5%Finance
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$76,211,270$1,572,122 â–²2.1%150,7140.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$75,957,564$15,794,319 â–²26.3%174,1160.5%Auto/Tires/Trucks
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$73,870,043$4,230,971 â–²6.1%865,2510.5%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$72,411,717$4,067,707 â–¼-5.3%286,3210.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$68,717,634$8,478,383 â–²14.1%313,1220.4%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$61,309,866$4,548,528 â–²8.0%1,309,7600.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$61,143,123$1,423,408 â–¼-2.3%288,3170.4%ETF
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$60,967,357$20,589,505 â–²51.0%532,4660.4%ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$60,440,878$11,912,851 â–²24.5%369,0070.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$59,300,433$3,992,530 â–²7.2%125,4620.4%ETF
iShares Morningstar Value ETF stock logo
ILCV
iShares Morningstar Value ETF
$58,422,050$826,027 â–²1.4%619,1400.4%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$57,848,916$27,306,003 â–²89.4%550,9650.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$55,712,406$1,070,577 â–²2.0%738,4420.4%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$54,971,548$17,426,598 â–¼-24.1%614,6880.4%Manufacturing
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$54,042,845$8,446,360 â–²18.5%600,4540.3%ETF
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$53,643,726$2,045,250 â–²4.0%1,180,2800.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$53,232,655$3,473,475 â–²7.0%532,9740.3%Finance
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$52,074,374$3,838,206 â–²8.0%117,6020.3%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$52,013,123$5,169,449 â–²11.0%648,3820.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$50,499,155$5,746,154 â–²12.8%957,0150.3%ETF
WALMART INC
$49,970,264$23,505,472 â–²88.8%429,6910.3%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$48,926,424$12,264,682 â–²33.5%46,9650.3%Medical
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$48,840,621$3,001,681 â–²6.5%283,8980.3%ETF
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$46,165,564$36,103,084 â–²358.8%458,9910.3%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$45,742,523$2,518,556 â–²5.8%321,1440.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$45,677,067$599,300 â–²1.3%970,4750.3%ETF
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$45,610,510$2,130,735 â–²4.9%614,9730.3%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$45,186,906$3,131,324 â–¼-6.5%690,7210.3%Finance
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$44,361,328$12,425,920 â–¼-21.9%1,722,7700.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$43,368,408$7,716,751 â–²21.6%48,2480.3%Retail/Wholesale
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$43,159,064$12,900,226 â–²42.6%980,8110.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$43,054,917$273,567 â–¼-0.6%1,087,5200.3%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$41,662,531$4,761,413 â–¼-10.3%248,0810.3%Manufacturing
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$41,632,851$1,760,615 â–²4.4%764,4290.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$40,835,671$2,360,151 â–²6.1%607,4610.3%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$40,293,362$4,313,010 â–²12.0%725,0920.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$40,052,696$8,351,934 â–¼-17.3%373,9480.3%ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$39,306,901$2,438,134 â–²6.6%1,362,9300.3%ETF
US Treasury 3 Month Bill ETF stock logo
TBIL
US Treasury 3 Month Bill ETF
$38,798,233$28,019,677 â–²260.0%777,8720.2%ETF
Visa Inc. stock logo
V
Visa
$38,371,819$15,675,724 â–²69.1%113,3330.2%Business Services
JPMORGAN CHASE FINL CO LLC
$38,332,058$2,557,903 â–²7.2%1,281,5800.2%CAL LKD 44
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$38,108,021$19,747,790 â–²107.6%170,5520.2%Medical
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$38,035,519$8,434,794 â–²28.5%1,271,6530.2%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$37,730,987$7,954,659 â–²26.7%756,1320.2%ETF
PALANTIR TECHNOLOGIES INC
$37,576,638$9,383,101 â–²33.3%216,6190.2%CL A
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$37,379,030$2,987,129 â–²8.7%1,091,0400.2%ETF
US Treasury 10 Year Note ETF stock logo
UTEN
US Treasury 10 Year Note ETF
$37,233,314$6,471,063 â–²21.0%845,1610.2%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$37,108,407$2,456,163 â–²7.1%534,5310.2%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$37,100,532$2,059,946 â–²5.9%734,6640.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$37,075,178$4,879,090 â–²15.2%449,4000.2%ETF
iShares Broad USD High Yield Corporate Bond ETF stock logo
USHY
iShares Broad USD High Yield Corporate Bond ETF
$36,744,560$2,107,594 â–¼-5.4%533,8750.2%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$36,226,873$15,315,199 â–²73.2%167,7390.2%ETF
iShares Morningstar U.S. Equity ETF stock logo
ILCB
iShares Morningstar U.S. Equity ETF
$35,973,503$201,029 â–¼-0.6%381,1560.2%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$35,645,157$2,667,137 â–²8.1%591,6900.2%ETF

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