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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
XPHSpdr Ser Tr
| 0% | $10.447M 262,618 shares@ $39.78 avg price | Exited |
GMOMCambria Etf Tr
| 0% | $6.442M 225,902 shares@ $28.52 avg price | Exited |
NYCBNew York Cmnty Bancorp Inc
| 0% | $1.269M 394,108 shares@ $3.23 avg price | Exited |
NEMNewmont Corp
| 0% | $780,122 18,632 shares@ $41.88 avg price | Exited |
SPIPSpdr Ser Tr
| 0% | $695,771 27,371 shares@ $25.43 avg price | Exited |
MPLXMplx Lp
| 0% | $592,214 13,905 shares@ $42.6 avg price | Exited |
RYLDGlobal X Fds
| 0% | $573,858 35,799 shares@ $16.04 avg price | Exited |
IFFInternational Flavors&fragra
| 0% | $469,385 4,930 shares@ $95.21 avg price | Exited |
ORIOld Rep Intl Corp
| 0% | $449,348 14,542 shares@ $30.91 avg price | Exited |
TSNTyson Foods Inc
| 0% | $441,692 7,730 shares@ $57.14 avg price | Exited |