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
MTNVail Resorts Inc
Recent Activity
Exited
0%
$413,038
2,293 shares@ $180.13 avg price
BSTBlackrock Science & Technolo
Recent Activity
Exited
0%
$401,154
10,652 shares@ $37.66 avg price
ONTOOnto Innovation Inc
Recent Activity
Exited
0%
$386,865
1,762 shares@ $219.57 avg price
TERTeradyne Inc
Recent Activity
Exited
0%
$357,675
2,412 shares@ $148.29 avg price
NTRNutrien Ltd
Recent Activity
Exited
0%
$349,904
6,873 shares@ $50.91 avg price
URAGlobal X Fds
Recent Activity
Exited
0%
$349,803
12,083 shares@ $28.96 avg price
LNTAlliant Energy Corp
Recent Activity
Exited
0%
$345,713
6,792 shares@ $50.91 avg price
BIPBrookfield Infrast Partners
Recent Activity
Exited
0%
$302,855
11,037 shares@ $27.44 avg price
PIEInvesco Exch Traded Fd Tr Ii
Recent Activity
Exited
0%
$286,022
13,398 shares@ $21.35 avg price
MMITIndexiq Active Etf Tr
Recent Activity
Exited
0%
$277,490
11,476 shares@ $24.19 avg price