Equitable Holdings, Inc.

Q4 2024 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2024
Date filed
2/12/2025
Form type
13F-HR
Num holdings
1,263
Total value ($000)
$10,508,404
Net value change ($000)
+177,140 (1.7%)
New positions
98
Sold out positions
91
Turnover %
1.0%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 11/14/2024 Next filing: 5/13/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
BIL 50,397 94.4%
SPYG 27,531 6.0%
VUG 26,481 8.7%
VONG 20,777 6.5%
AMZN 20,342 26.9%
SPTI 16,621 149.7%
FDVV 14,463 962.9%
GOOGL 14,059 56.5%
TSLA 13,857 40.9%
IVV 10,926 3.3%
Top Reduces (Value $000, Stocks/ETFs)
JPST -37,844 -48.5%
VTV -22,355 -11.5%
SPDW -15,516 -14.3%
IEF -14,313 -92.3%
TBLL -13,788 -96.1%
RSP -13,561 -20.0%
PHYS -12,807 -95.4%
XLE -11,280 -53.6%
XLV -10,820 -35.0%
IVW -10,191 -38.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type