Equitable Holdings, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 1,443Value: $10.5BLatest: 2025Q1

Equitable Holdings, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 1443 holdings worth $10.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

AI_NATIVE detailed information: This accession holds the following tickers:[
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]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 1,443
Total Value: 10534504616
Accession Number: 0001532155-25-000072
Form Type: 13F-HR
CIK: equitable-holdings
Manager Name: Equitable-Holdings

Data Enrichment

49% identified

713 identified730 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,443 positions • $10.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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78464A409

SPYG|78464A409

Shares:5.9M

Value:$475.9M

% of Portfolio:4.5% ($475.9M/$10.5B)

464287200

IVV|464287200

Shares:624.1K

Value:$350.7M

% of Portfolio:3.3% ($350.7M/$10.5B)

922908736

VUG|922908736

Shares:839.5K

Value:$311.3M

% of Portfolio:3.0% ($311.3M/$10.5B)

92206C680

VONG|92206C680

Shares:3.1M

Value:$284.0M

% of Portfolio:2.7% ($284.0M/$10.5B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:512.9K

Value:$240.5M

% of Portfolio:2.3% ($240.5M/$10.5B)

78464A508

SPYV|78464A508

Shares:4.4M

Value:$226.6M

% of Portfolio:2.2% ($226.6M/$10.5B)

922908744

VTV|922908744

Shares:1.2M

Value:$213.4M

% of Portfolio:2.0% ($213.4M/$10.5B)

464287119

Shares:2.6M

Value:$210.9M

% of Portfolio:2.0% ($210.9M/$10.5B)

81369Y803

XLK|81369Y803

Shares:941.8K

Value:$194.5M

% of Portfolio:1.8% ($194.5M/$10.5B)

92204A702

VGT|92204A702

Shares:321.2K

Value:$174.2M

% of Portfolio:1.7% ($174.2M/$10.5B)

464287549

Shares:1.8M

Value:$162.0M

% of Portfolio:1.5% ($162.0M/$10.5B)

Apple Inc.

AAPL|037833100

Shares:627.9K

Value:$139.5M

% of Portfolio:1.3% ($139.5M/$10.5B)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:247.3K

Value:$138.3M

% of Portfolio:1.3% ($138.3M/$10.5B)

922908363

VOO|922908363

Shares:248.6K

Value:$127.8M

% of Portfolio:1.2% ($127.8M/$10.5B)

46432F842

IEFA|46432F842

Shares:1.3M

Value:$101.2M

% of Portfolio:1.0% ($101.2M/$10.5B)

NVIDIA CORP

NVDA|67066G104

Shares:873.2K

Value:$94.6M

% of Portfolio:0.9% ($94.6M/$10.5B)

922908769

VTI|922908769

Shares:337.6K

Value:$92.8M

% of Portfolio:0.9% ($92.8M/$10.5B)

AMAZON COM INC

AMZN|023135106

Shares:471.7K

Value:$89.7M

% of Portfolio:0.9% ($89.7M/$10.5B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:164.1K

Value:$87.4M

% of Portfolio:0.8% ($87.4M/$10.5B)

78463X889

SPDW|78463X889

Shares:2.3M

Value:$84.8M

% of Portfolio:0.8% ($84.8M/$10.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SPYGcusip78464A409)	5.9M	QoQ +6.63% (-368.4K) YoY +16.89% (+855.9K)	All Managers (Combined)	$475.9M	4.5% ($475.9M/$10.5B)	QoQ -2.49% (-$12.2M) YoY +28.43% (+$105.4M)
(IVVcusip464287200)	624.1K	QoQ +6.38% (+37.5K) YoY +11.61% (+64.9K)	All Managers (Combined)	$350.7M	3.3% ($350.7M/$10.5B)	QoQ +1.54% (+$5.3M) YoY +19.29% (+$56.7M)
(VUGcusip922908736)	839.5K	QoQ +3.79% (-30.7K) YoY +27.22% (+179.7K)	All Managers (Combined)	$311.3M	3.0% ($311.3M/$10.5B)	QoQ -6.22% (-$20.7M) YoY +37.06% (+$84.2M)
(VONGcusip92206C680)	3.1M	QoQ -6.83% (-224.4K) YoY -6.49% (-212.6K)	All Managers (Combined)	$284.0M	2.7% ($284.0M/$10.5B)	QoQ -16.31% (-$55.4M) YoY +0.10% (-$308.2K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	512.9K	QoQ -0.70% (-3.6K) YoY -5.77% (-31.4K)	All Managers (Combined)	$240.5M	2.3% ($240.5M/$10.5B)	QoQ -8.92% (-$23.6M) YoY -0.49% (-$1.2M)
(SPYVcusip78464A508)	4.4M	QoQ +12.77% (+502.6K) YoY +16.86% (+640.5K)	All Managers (Combined)	$226.6M	2.2% ($226.6M/$10.5B)	QoQ +12.61% (+$25.4M) YoY +19.13% (+$36.4M)
(VTVcusip922908744)	1.2M	QoQ +21.85% (+221.5K) YoY -4.49% (-58.1K)	All Managers (Combined)	$213.4M	2.0% ($213.4M/$10.5B)	QoQ +24.32% (+$41.7M) YoY +1.30% (-$2.7M)
(cusip464287119)✕	2.6M	QoQ -5.44% (-150.1K) YoY -7.81% (-220.6K)	All Managers (Combined)	$210.9M	2.0% ($210.9M/$10.5B)	QoQ -14.53% (-$35.9M) YoY -1.08% (-$2.3M)
(XLKcusip81369Y803)	941.8K	QoQ -4.75% (-47.1K) YoY -7.58% (-77.2K)	All Managers (Combined)	$194.5M	1.8% ($194.5M/$10.5B)	QoQ -15.42% (-$35.5M) YoY -8.37% (-$17.8M)
(VGTcusip92204A702)	321.2K	QoQ -1.03% (-3.4K) YoY -11.65% (-42.4K)	All Managers (Combined)	$174.2M	1.7% ($174.2M/$10.5B)	QoQ -13.67% (-$27.6M) YoY -8.61% (-$16.4M)
(cusip464287549)✕	1.8M	QoQ -3.29% (-60.8K) YoY -15.14% (-318.9K)	All Managers (Combined)	$162.0M	1.5% ($162.0M/$10.5B)	QoQ -14.10% (-$26.6M) YoY -10.72% (-$19.5M)
Apple Inc.(AAPLcusip037833100)	627.9K	QoQ +6.34% (-37.4K) YoY +11.34% (+64.0K)	All Managers (Combined)	$139.5M	1.3% ($139.5M/$10.5B)	QoQ -5.67% (-$8.4M) YoY +44.23% (+$42.8M)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	247.3K	QoQ +7.26% (+16.8K) YoY +17.96% (+37.7K)	All Managers (Combined)	$138.3M	1.3% ($138.3M/$10.5B)	QoQ +2.38% (+$3.2M) YoY +26.15% (+$28.7M)
(VOOcusip922908363)	248.6K	QoQ +6.57% (+15.3K) YoY +20.94% (+43.1K)	All Managers (Combined)	$127.8M	1.2% ($127.8M/$10.5B)	QoQ +1.64% (+$2.1M) YoY +29.30% (+$29.0M)
(IEFAcusip46432F842)	1.3M	QoQ -6.97% (-100.3K) YoY +3.14% (+40.8K)	All Managers (Combined)	$101.2M	1.0% ($101.2M/$10.5B)	QoQ +0.13% (-$136.5K) YoY +5.12% (+$4.9M)
NVIDIA CORP(NVDAcusip67066G104)	873.2K	QoQ +0.87% (-7.5K) YoY +1019.29% (+795.2K)	All Managers (Combined)	$94.6M	0.9% ($94.6M/$10.5B)	QoQ -18.59% (-$21.6M) YoY +34.25% (+$24.1M)
(VTIcusip922908769)	337.6K	QoQ +11.46% (+34.7K) YoY +34.56% (+86.7K)	All Managers (Combined)	$92.8M	0.9% ($92.8M/$10.5B)	QoQ +5.70% (+$5.0M) YoY +42.30% (+$27.6M)
AMAZON COM INC(AMZNcusip023135106)	471.7K	QoQ +7.98% (-34.9K) YoY +30.90% (+111.4K)	All Managers (Combined)	$89.7M	0.9% ($89.7M/$10.5B)	QoQ -6.34% (-$6.1M) YoY +38.07% (+$24.7M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	164.1K	QoQ +6.57% (+10.1K) YoY +28.62% (+36.5K)	All Managers (Combined)	$87.4M	0.8% ($87.4M/$10.5B)	QoQ +25.21% (+$17.6M) YoY +62.89% (+$33.7M)
(SPDWcusip78463X889)	2.3M	QoQ -14.68% (-401.0K) YoY -4.40% (-107.2K)	All Managers (Combined)	$84.8M	0.8% ($84.8M/$10.5B)	QoQ -8.98% (-$8.4M) YoY -2.88% (-$2.5M)