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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 $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%ETF
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%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%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%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$199,088,946$75,787,911 â–²61.5%444,6671.3%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%Consumer Discretionary
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%Communication Services
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%Communication Services
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%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$95,518,107$21,843,670 â–²29.6%148,1550.6%Communication Services
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%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%ETF
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%ETF
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%Consumer Discretionary
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$73,870,043$4,230,971 â–²6.1%865,2510.5%ETF
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%ETF
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%ETF
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%Healthcare
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%ETF
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%Consumer Staples
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%ETF
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%Finance
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%Healthcare
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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