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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
MSFTMicrosoft Corp
Recent Activity
Increased 6.32%
0.81%
$83.174M
193,294 shares@ $430.3 avg price
QUALIshares Tr
Recent Activity
Increased 5.62%
0.78%
$80.467M
448,782 shares@ $179.31 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 82.5%
0.76%
$78.036M
1.538M shares@ $50.74 avg price
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
SPABSpdr Ser Tr
Recent Activity
Increased 9.16%
0.75%
$76.985M
2.945M shares@ $26.15 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 3.39%
0.74%
$76.083M
908,454 shares@ $83.76 avg price
AMZNAmazon Com Inc
Recent Activity
Increased 6.19%
0.74%
$75.488M
405,130 shares@ $186.34 avg price
VBVanguard Index Fds
Recent Activity
Increased 9.93%
0.71%
$72.8M
306,899 shares@ $237.22 avg price
IWPIshares Tr
Recent Activity
Increased 0.17%
0.7%
$71.551M
610,032 shares@ $117.29 avg price