Equitable Holdings, Inc.

Q1 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2025
Date filed
5/13/2025
Form type
13F-HR
Num holdings
1,337
Total value ($000)
$10,534,505
Net value change ($000)
+26,101 (0.2%)
New positions
134
Sold out positions
61
Turnover %
1.6%
Sector allocation + QoQ delta (equities-only)

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

Prev filing: 2/12/2025 Next filing: 8/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
FELG 42,799 NEW
DYNF 41,933 225.6%
VTV 41,749 24.3%
SPYV 25,390 12.6%
SPMO 20,745 264.5%
IGV 19,350 710.4%
IWL 18,862 118.8%
BRK-B 17,600 25.2%
IDMO 16,120 NEW
JQUA 15,661 291.0%
Top Reduces (Value $000, Stocks/ETFs)
BIL -81,677 -78.7%
VONG -55,354 -16.3%
ILCG -35,864 -14.5%
XLK -35,469 -15.4%
VGT -27,599 -13.7%
IGM -26,611 -14.1%
IWY -24,251 -66.9%
QQQ -23,562 -8.9%
NVDA -21,613 -18.6%
VUG -20,665 -6.2%
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