test

Anthony Bruccoleri

@Equitable Holdings, Inc.

Latest period2024 - Q3ReportedManaged Assets$10.331BTotal holdings1256
Assets growth rate8.69%Assets growth rate (2-Q avg)7.88%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Equitable Holdings, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1256 positions.

Assets under management

The assets under management (AUM) of Equitable Holdings, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 10.331B in assets, with a quarterly growth rate of 8.69% and a 2-quarter average growth rate of 7.88%. The portfolio is managed by Anthony Bruccoleri, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -1.56%
3.09%
$318.592M
3.301M shares@ $96.52 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.33%
2.57%
$265.013M
542,981 shares@ $488.08 avg price
ILCGIshares Tr
Recent Activity
Decreased -2.49%
2.43%
$250.443M
2.98M shares@ $84.05 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.77%
2.2%
$226.268M
1.002M shares@ $225.76 avg price
VGTVanguard World Fd
Recent Activity
Decreased -3.02%
1.94%
$200.14M
341,233 shares@ $586.52 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -1.18%
1.88%
$193.967M
1.111M shares@ $174.58 avg price
IGMIshares Tr
Recent Activity
Decreased -1.96%
1.83%
$188.671M
1.967M shares@ $95.94 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.23%
1.32%
$135.687M
236,488 shares@ $573.77 avg price
IEFAIshares Tr
Recent Activity
Decreased -0.32%
1.02%
$105.148M
1.347M shares@ $78.06 avg price
IWFIshares Tr
Recent Activity
Decreased -21.72%
0.87%
$89.109M
237,384 shares@ $375.39 avg price