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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
IGMIshares Tr
Recent Activity
Decreased -1.96%
1.83%
$188.671M
1.967M shares@ $95.94 avg price
AAPLApple Inc
Recent Activity
Increased 4.03%
1.38%
$142.095M
609,849 shares@ $233.0 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Decreased -0.23%
1.32%
$135.687M
236,488 shares@ $573.77 avg price
VOOVanguard Index Fds
Recent Activity
Increased 4.17%
1.18%
$121.741M
230,714 shares@ $527.67 avg price
NVDANvidia Corporation
Recent Activity
Increased 14.02%
1.09%
$112.423M
925,748 shares@ $121.44 avg price
SPDWSpdr Index Shs Fds
Recent Activity
Increased 4.58%
1.06%
$108.7M
2.894M shares@ $37.56 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
VVVanguard Index Fds
Recent Activity
Increased 10.38%
0.82%
$84.51M
320,975 shares@ $263.3 avg price
VTIVanguard Index Fds
Recent Activity
Increased 11.37%
0.82%
$84.012M
296,694 shares@ $283.16 avg price