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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. (NYSE: EQH) is a leading provider of life insurance, annuities and retirement plan services in the United States. Through its insurance subsidiary, AXA Equitable Life Insurance Company, the firm offers a broad range of permanent and term life insurance products designed to help individuals and families manage risk and build wealth. In addition, Equitable provides fixed, variable and indexed annuity solutions to support income planning in retirement, as well as a suite of group retirement and pension plan services for employers and plan sponsors. For more information on Equitable stock, visit the Equitable stock profile here.

Investment Activity

  • Equitable has $16.75 billion in total holdings as of June 30, 2025.
  • Equitable owns shares of 1,799 different stocks, but just 243 companies or ETFs make up 80% of its holdings.
  • Approximately 9.29% of the portfolio was purchased this quarter.
  • About 11.77% of the portfolio was sold this quarter.
  • This quarter, Equitable has purchased 1,689 new stocks and bought additional shares in 751 stocks.
  • Equitable sold shares of 784 stocks and completely divested from 115 stocks this quarter.

Largest Holdings

Invesco QQQ
$497,849,108
Apple
$303,081,537

Largest New Holdings this Quarter

09290C665 - BLACKROCK ETF TRUST
$29,553,158 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP
$10,671,062 Holding
09290C855 - BLACKROCK ETF TRUST
$10,525,012 Holding
438516205 - HONEYWELL INTL INC
$7,227,052 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
1,433,561 shares (about $164.41M)
Vanguard Growth ETF
1,889,703 shares (about $162.78M)
Vanguard Mid-Cap ETF
1,117,041 shares (about $90.00M)
Vanguard S&P 500 Growth ETF
759,005 shares (about $62.71M)
iShares Russell 1000 Growth ETF
379,754 shares (about $47.15M)

Largest Sales this Quarter

iShares Expanded Tech Sector ETF
1,070,473 shares (about $175.10M)
iShares Morningstar Growth ETF
987,471 shares (about $115.55M)
iShares Core S&P 500 ETF
131,030 shares (about $98.13M)
Vanguard Value ETF
300,541 shares (about $65.50M)
iShares Morningstar Value ETF
612,384 shares (about $62.00M)

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
$536,023,562$16,112,090 -2.9%4,531,3903.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$497,849,108$298,242 -0.1%676,0593.0%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$387,903,570$98,127,124 -20.2%517,9712.3%ETF
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$319,575,809$22,097,400 7.4%5,262,6301.9%ETF
Apple Inc. stock logo
AAPL
Apple
$303,081,537$16,793,880 -5.3%1,047,4201.8%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$266,551,221$16,918,469 -6.0%1,332,1521.6%Technology
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$247,037,455$2,471,444 -1.0%1,340,3201.5%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$240,778,240$17,145,852 7.7%322,4261.4%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$218,976,537$162,778,984 289.7%2,542,1011.3%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$214,622,477$37,590,458 -14.9%312,4921.3%ETF
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$193,579,651$2,283,831 1.2%1,575,2821.2%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$188,808,130$164,411,070 673.9%1,646,2881.1%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$184,270,782$65,496,848 -26.2%845,5511.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$180,825,095$9,798,640 -5.1%758,6851.1%Consumer Discretionary
iShares U.S. Equity Factor Rotation Active ETF stock logo
DYNF
iShares U.S. Equity Factor Rotation Active ETF
$174,173,977$25,279,136 17.0%2,561,0101.0%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$152,936,872$20,145,175 15.2%1,668,8840.9%ETF
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$149,107,718$3,590,415 2.5%1,551,3300.9%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$146,837,760$1,256,656 0.9%396,8160.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$146,430,429$19,439,183 -11.7%392,5540.9%Technology
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$142,436,943$21,884,161 18.2%2,533,7240.9%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$138,853,842$2,081,691 1.5%2,757,9450.8%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$138,767,883$7,962,162 6.1%1,675,4810.8%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$130,692,250$6,135,209 -4.5%369,8880.8%Communication Services
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$129,639,319$170,956 -0.1%2,152,1090.8%ETF
Invesco S&P 500 Quality ETF stock logo
SPHQ
Invesco S&P 500 Quality ETF
$129,464,553$500,955 0.4%1,436,9000.8%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$127,049,232$1,268,255 -1.0%419,1380.8%ETF
JPMorgan U.S. Momentum Factor ETF stock logo
JMOM
JPMorgan U.S. Momentum Factor ETF
$121,490,979$13,647,129 12.7%1,421,6100.7%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$120,290,384$90,000,128 297.1%1,492,9900.7%ETF
Invesco S&P 500 Momentum ETF stock logo
SPMO
Invesco S&P 500 Momentum ETF
$114,949,803$78,024 0.1%711,5870.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$113,682,515$941,294 -0.8%534,2980.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$113,211,421$2,721,368 -2.3%316,7910.7%Communication Services
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$112,004,130$1,513,629 -1.3%510,4320.7%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$108,428,396$963,508 -0.9%686,1260.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$102,735,665$3,208,601 3.2%271,9680.6%Technology
First Trust Rising Dividend Achievers ETF stock logo
RDVY
First Trust Rising Dividend Achievers ETF
$102,090,561$816,031 0.8%1,259,4450.6%ETF
Vanguard Russell 1000 Value ETF stock logo
VONV
Vanguard Russell 1000 Value ETF
$100,710,829$1,020,123 1.0%946,7650.6%ETF
Capital Group Dividend Value ETF stock logo
CGDV
Capital Group Dividend Value ETF
$93,426,288$701,552 -0.7%1,895,8210.6%ETF
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$93,389,804$13,422,322 -12.6%1,211,1230.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$92,046,028$14,032,905 -13.2%183,9490.5%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$87,839,326$5,367,343 -5.8%592,2680.5%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$87,836,107$1,089,480 1.3%289,9170.5%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$87,046,478$3,592,646 4.3%154,5330.5%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$86,261,023$8,376,350 -8.9%263,5300.5%Finance
Invesco S&P 500 Revenue ETF stock logo
RWL
Invesco S&P 500 Revenue ETF
$82,371,161$14,343,350 21.1%644,7340.5%ETF
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$79,596,643$22,616,807 39.7%905,7420.5%ETF
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$76,014,432$7,296,232 10.6%957,1200.5%ETF
Vanguard S&P 500 Growth ETF stock logo
VOOG
Vanguard S&P 500 Growth ETF
$72,425,284$62,709,005 645.4%876,6070.4%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$71,795,217$1,438,033 -2.0%170,6970.4%Consumer Discretionary
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$71,277,880$2,812,934 -3.8%301,2340.4%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$70,985,905$361,748 0.5%192,6980.4%ETF
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$67,514,240$13,767,089 -16.9%461,1310.4%ETF
SPDR Portfolio Emerging Markets ETF stock logo
SPEM
SPDR Portfolio Emerging Markets ETF
$67,419,385$399,740 -0.6%1,302,0400.4%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$67,412,249$4,282,876 6.8%788,5400.4%ETF
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$62,732,687$47,154,066 302.7%505,2160.4%ETF
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$61,126,997$2,162,461 3.7%622,4750.4%ETF
Vanguard Total Bond Market ETF stock logo
BND
Vanguard Total Bond Market ETF
$60,815,951$581,040 -0.9%828,4420.4%ETF
iShares S&P 500 Value ETF stock logo
IVE
iShares S&P 500 Value ETF
$59,278,843$6,186,483 -9.5%261,0710.4%ETF
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$57,720,815$9,961,420 -14.7%99,3630.3%Technology
iShares MSCI Intl Quality Factor ETF stock logo
IQLT
iShares MSCI Intl Quality Factor ETF
$57,241,368$1,241,728 -2.1%1,155,2200.3%ETF
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$56,427,597$6,105,480 12.1%681,1630.3%ETF
IDMO
Invesco S&P International Developed Momentum ETF
$55,815,464$12,099,662 27.7%925,7830.3%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$55,798,523$4,784,113 -7.9%182,1690.3%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$54,877,233$1,453,702 -2.6%45,7530.3%Healthcare
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$54,283,166$21,621,809 -28.5%909,4180.3%ETF
iShares Core U.S. Aggregate Bond ETF stock logo
AGG
iShares Core U.S. Aggregate Bond ETF
$53,954,141$1,200,331 2.3%545,1010.3%ETF
iShares Expanded Tech-Software Sector ETF stock logo
IGV
iShares Expanded Tech-Software Sector ETF
$53,703,002$3,785,542 7.6%592,7480.3%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$52,595,100$8,630,084 19.6%2,060,9400.3%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$52,578,092$2,638,716 -4.8%45,5500.3%Technology
Dimensional U.S. Equity ETF stock logo
DFUS
Dimensional U.S. Equity ETF
$51,811,150$1,420,266 2.8%632,3060.3%ETF
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$51,480,470$59,911,406 -53.8%149,6920.3%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$50,787,039$5,180,267 -9.3%880,6490.3%ETF
iShares Core S&P U.S. Growth ETF stock logo
IUSG
iShares Core S&P U.S. Growth ETF
$49,845,028$3,183,426 6.8%265,0060.3%ETF
iShares U.S. Aerospace & Defense ETF stock logo
ITA
iShares U.S. Aerospace & Defense ETF
$49,079,015$8,415,831 20.7%202,4550.3%ETF
iShares Flexible Income Active ETF stock logo
BINC
iShares Flexible Income Active ETF
$48,377,714$1,712,460 -3.4%924,2970.3%ETF
Dimensional U.S. Core Equity 2 ETF stock logo
DFAC
Dimensional U.S. Core Equity 2 ETF
$48,131,050$111,344 -0.2%1,085,0100.3%ETF
JPMORGAN CHASE FINL CO LLC
$47,614,085$3,412,437 7.7%1,380,5200.3%CAL LKD 44
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$47,556,228$6,134,921 14.8%703,9110.3%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$47,379,957$9,257,843 24.3%72,2380.3%ETF
Dimensional International Value ETF stock logo
DFIV
Dimensional International Value ETF
$46,392,640$5,546,395 13.6%858,8050.3%ETF
iShares S&P 500 Growth ETF stock logo
IVW
iShares S&P 500 Growth ETF
$45,814,736$7,887,768 20.8%333,1250.3%ETF
iShares National Muni Bond ETF stock logo
MUB
iShares National Muni Bond ETF
$45,028,128$4,783,916 11.9%418,4000.3%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$44,132,869$14,643,640 -24.9%461,5440.3%ETF
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$43,499,700$3,432,838 8.6%1,371,7940.3%ETF
BLACKROCK ETF TRUST
$43,382,065$5,962,631 15.9%822,8770.3%ISHA I IN TE ETF
SPDR Portfolio Intermediate Term Treasury ETF stock logo
SPTI
SPDR Portfolio Intermediate Term Treasury ETF
$43,127,280$4,433,669 11.5%1,519,1000.3%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$42,550,073$5,452,272 -11.4%141,6210.3%ETF
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$42,400,444$2,544,684 6.4%1,160,7000.3%ETF
iShares Core Dividend Growth ETF stock logo
DGRO
iShares Core Dividend Growth ETF
$42,103,996$1,591,893 3.9%555,5350.3%ETF
GE VERNOVA INC
$41,993,225$2,446,070 -5.5%35,7430.3%COM
Capital Group Growth ETF stock logo
CGGR
Capital Group Growth ETF
$41,930,321$4,363,972 -9.4%888,3540.3%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$41,635,738$3,498,644 -7.8%44,5080.2%Consumer Staples
WALMART INC
$41,201,107$7,465,637 -15.3%363,7750.2%COM
JPMorgan U.S. Quality Factor ETF stock logo
JQUA
JPMorgan U.S. Quality Factor ETF
$40,992,988$527,860 1.3%567,1420.2%ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF stock logo
SPTM
SPDR Portfolio S&P 1500 Composite Stock Market ETF
$40,729,952$71,089 -0.2%448,6170.2%ETF
ISHARES TR
$40,577,127$5,629,462 -12.2%403,0710.2%0-3 MTH TREASURY
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$40,468,643$1,601,777 -3.8%118,6690.2%Technology
iShares Investment Grade Systematic Bond ETF stock logo
IGEB
iShares Investment Grade Systematic Bond ETF
$38,529,441$5,601,128 17.0%854,1220.2%ETF
J P MORGAN EXCHANGE TRADED F
$37,891,982$677,562 1.8%748,0400.2%MUNICIPAL ETF
SPDR S&P 400 Mid Cap Value ETF stock logo
MDYV
SPDR S&P 400 Mid Cap Value ETF
$37,868,207$3,021,849 8.7%401,0070.2%ETF
US Treasury 10 Year Note ETF stock logo
UTEN
US Treasury 10 Year Note ETF
$37,818,282$1,308,111 3.6%875,4420.2%ETF

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