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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
SPYGSpdr Ser Tr
Recent Activity
Increased 0.58%
4.46%
$460.519M
5.552M shares@ $82.95 avg price
IVVIshares Tr
Recent Activity
Increased 1.35%
3.24%
$334.434M
579,790 shares@ $576.83 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -1.56%
3.09%
$318.592M
3.301M shares@ $96.52 avg price
VUGVanguard Index Fds
Recent Activity
Increased 2.96%
2.96%
$305.495M
795,706 shares@ $383.94 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -1.33%
2.57%
$265.013M
542,981 shares@ $488.08 avg price
ILCGIshares Tr
Recent Activity
Decreased -2.49%
2.43%
$250.443M
2.98M shares@ $84.05 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Decreased -1.77%
2.2%
$226.268M
1.002M shares@ $225.76 avg price
SPYVSpdr Ser Tr
Recent Activity
Increased 2.2%
1.96%
$202.043M
3.822M shares@ $52.87 avg price
VGTVanguard World Fd
Recent Activity
Decreased -3.02%
1.94%
$200.14M
341,233 shares@ $586.52 avg price
VTVVanguard Index Fds
Recent Activity
Decreased -1.18%
1.88%
$193.967M
1.111M shares@ $174.58 avg price