Equitable Holdings, Inc.

Q2 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2025
Date filed
8/15/2025
Form type
13F-HR
Num holdings
1,454
Total value ($000)
$12,131,779
Net value change ($000)
+1,597,274 (15.2%)
New positions
173
Sold out positions
55
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: 5/13/2025 Next filing: 11/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
QQQ 66,093 27.5%
NVDA 63,688 67.3%
VUG 61,266 19.7%
XLK 44,376 22.8%
VONG 43,323 15.3%
MSFT 37,196 46.1%
IVV 36,928 10.5%
VGT 36,426 20.9%
SPYG 34,373 7.2%
IGM 32,261 19.9%
Top Reduces (Value $000, Stocks/ETFs)
IWL -18,964 -54.6%
VTV -14,383 -6.7%
ITOT -13,811 -35.1%
IWD -11,206 -14.8%
SCZ -8,686 -51.0%
IJJ -8,607 -70.7%
FELG -7,661 -17.9%
DBP -7,187 -32.4%
SCHW -6,365 -47.4%
EMXC -6,311 -73.7%
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