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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
IWDIshares Tr
Recent Activity
Decreased -3.19%
0.75%
$77.366M
407,619 shares@ $189.8 avg price
ILCVIshares Tr
Recent Activity
Decreased -3.1%
0.75%
$77.359M
941,105 shares@ $82.2 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Decreased 0%
0.62%
$64.048M
768,601 shares@ $83.33 avg price
IWSIshares Tr
Recent Activity
Decreased -1.4%
0.62%
$64.029M
484,151 shares@ $132.26 avg price
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Decreased -0.5%
0.54%
$55.572M
938,566 shares@ $59.22 avg price
SPLVInvesco Exch Traded Fd Tr Ii
Recent Activity
Decreased -1.88%
0.47%
$47.77M
665,965 shares@ $71.74 avg price
IWBIshares Tr
Recent Activity
Decreased -4.84%
0.42%
$42.888M
136,416 shares@ $314.39 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -0.87%
0.4%
$41.065M
204,526 shares@ $200.78 avg price
IVEIshares Tr
Recent Activity
Decreased -0.13%
0.39%
$39.981M
202,775 shares@ $197.17 avg price
VOTVanguard Index Fds
Recent Activity
Decreased -3.83%
0.39%
$39.417M
161,897 shares@ $243.48 avg price