Fund HoldingsEquitable Holdings, Inc.

Total Portfolio Value
$10.51B
Total Bought
$647.38M
Total Sold
$580.57M
Net Transaction
+$66.82M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
SPDR SER TR
ST STR BLO 1 ETF
581,7841,135,410+553,62653,414103,8110.99%+50,397
SPDR SER TR
ST STR P500GRW
5,552,4405,552,330-110460,519488,0504.64%+27,530
VANGUARD INDEX FDS795,706808,829+13,123305,495331,9763.16%+26,480
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
3,300,7853,285,277-15,508318,592339,3693.23%+20,777
AMAZON COM INC(AMZN)0436,800+436,800095,8300.91%+95,830
BLACKROCK ETF TRUST
ISHARES US EQUIT
0362,609+362,609018,5840.18%+18,584
SPDR SER TR
ST INTER ETF
0994,484+994,484027,7260.26%+27,726
BLACKROCK ETF TRUST II0287,016+287,016014,9310.14%+14,931
FIDELITY COVINGTON TRUST0319,680+319,680015,9650.15%+15,965
ALPHABET INC(GOOG)0204,593+204,593038,9630.37%+38,963
TESLA INC(TSLA)129,463118,186-11,27733,87147,7280.45%+13,857
ISHARES TR579,790586,668+6,878334,434345,3603.29%+10,925
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
175,188213,069+37,88135,18744,8400.43%+9,654
META PLATFORMS INC(META)65,14277,127+11,98537,29045,1590.43%+7,869
ASML HOLDING N V
N Y REGISTRY SHS
014,500+14,500010,0500.10%+10,050
ELI LILLY & CO(LLY)026,226+26,226020,2460.19%+20,246
J P MORGAN EXCHANGE TRADED F
US MOMENTUM
808,846900,983+92,13746,20952,5000.50%+6,291
SPDR SER TR
ST STR SP600 SML
605,942751,711+145,76927,57633,7670.32%+6,190
PIMCO ETF TR
MULTISECTOR BD
0222,198+222,19805,7590.05%+5,759
APPLE INC(AAPL)609,849590,409-19,440142,095147,8501.41%+5,755
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
088,458+88,458010,9270.10%+10,927
RBB FD INC
US TREASR 10 YR
0741,856+741,856031,5900.30%+31,590
FIDELITY MERRIMACK STR TR186,011313,447+127,4368,69414,0640.13%+5,370
FIRST TR EXCHANGE-TRADED FD
RBA INDL ETF
0130,346+130,346010,0420.10%+10,042
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
440,535551,877+111,34222,58627,6770.26%+5,090
JPMORGAN CHASE & CO.(JPM)0177,118+177,118042,4570.40%+42,457
VANGUARD INDEX FDS306,899323,299+16,40072,80077,6820.74%+4,883
MORGAN STANLEY ETF TRUST
EATO VANC BD ETF
0124,217+124,21706,1930.06%+6,193
PALANTIR TECHNOLOGIES INC(PLTR)0139,989+139,989010,5870.10%+10,587
SELECT SECTOR SPDR TR
ST STR FINL ETF
529,972589,210+59,23824,01828,4770.27%+4,458
MERCK & CO INC(MRK)0139,239+139,239013,8510.13%+13,851
VANGUARD BD INDEX FDS485,097566,159+81,06236,43640,7120.39%+4,277
BROADCOM INC(AVGO)65,26666,496+1,23011,25815,4160.15%+4,158
ISHARES TR0139,976+139,976012,7280.12%+12,728
ISHARES TR0264,891+264,891036,9130.35%+36,913
VANGUARD INDEX FDS230,714233,305+2,591121,741125,7071.20%+3,966
NVIDIA CORPORATION(NVDA)925,748865,664-60,084112,423116,2501.11%+3,827
ISHARES TR
MSCI USA MMENTM
022,508+22,50804,6570.04%+4,657
VANGUARD INDEX FDS296,694302,850+6,15684,01287,7690.84%+3,757
SELECT SECTOR SPDR TR
ST STR DISCR ETF
042,731+42,73109,5870.09%+9,587
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0988,898+988,8980229,9392.19%+229,939
BLACKROCK INC(BLK)03,544+3,54403,6330.03%+3,633
ISHARES TR1,129,0771,186,315+57,23870,36473,9190.70%+3,555
ALPHABET INC(GOOG)0214,290+214,290040,5650.39%+40,565
SPDR SER TR
ST STR BL 12 ETF
0103,097+103,097010,2220.10%+10,222
JANUS DETROIT STR TR
HENDRSON AAA CL
0214,305+214,305010,8670.10%+10,867
COSTCO WHSL CORP NEW(COST)027,021+27,021024,7590.24%+24,759
SSGA ACTIVE ETF TR
ST STR BL LN ETF
0138,083+138,08305,7620.05%+5,762
GOLDMAN SACHS GROUP INC(GS)019,971+19,971011,4360.11%+11,436
JPMORGAN CHASE FINL CO LLC(JPM)0822,219+822,219024,2640.23%+24,264
INVESCO EXCH TRADED FD TR II50,21482,544+32,3304,5517,8430.07%+3,291
VANGUARD INDEX FDS350,067382,694+32,62758,69661,9080.59%+3,213
VANGUARD INDEX FDS270,116281,926+11,81071,26574,4650.71%+3,200
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
0594,103+594,103014,9210.14%+14,921
VISA INC(V)063,640+63,640020,1130.19%+20,113
WORLD GOLD TR(GLDM)501,522559,372+57,85026,14429,0820.28%+2,937
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
253,183336,502+83,3199,21112,0640.11%+2,853
SPDR SER TR
ST STR P400MID
364,350415,752+51,40219,92322,7370.22%+2,815
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
0181,510+181,51009,0680.09%+9,068
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
1,043,1201,087,680+44,56070,17172,9070.69%+2,737
ISHARES TR347,680420,013+72,33329,07631,7570.30%+2,681
ISHARES TR404,177453,205+49,02830,97633,6550.32%+2,679
ISHARES GOLD TR(IAU)474,191528,696+54,50523,56726,1760.25%+2,608
VANGUARD WHITEHALL FDS483,822506,491+22,66962,02664,6230.61%+2,597
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
480,799556,474+75,67514,37116,9560.16%+2,585
SHOPIFY INC(SHOP)067,209+67,20907,1460.07%+7,146
GE VERNOVA INC(GEV)018,778+18,77806,1770.06%+6,177
AMERICAN CENTY ETF TR0160,298+160,298015,9820.15%+15,982
ETFIS SER TR I
VIRTUS REAVES UT
036,808+36,80802,3470.02%+2,347
ISHARES TR0115,922+115,922011,6810.11%+11,681
SERVICENOW INC(NOW)06,269+6,26906,6460.06%+6,646
SCHWAB CHARLES CORP(SCHW)0166,280+166,280012,3060.12%+12,306
WALMART INC(WMT)145,211153,991+8,78011,72613,9130.13%+2,187
NETFLIX INC(NFLX)08,494+8,49407,5710.07%+7,571
SCHWAB STRATEGIC TR0482,027+482,027013,4340.13%+13,434
BOEING CO(BA)076,688+76,688013,5740.13%+13,574
INVESCO EXCH TRD SLF IDX FD
BULLETSHS 2030
0103,496+103,49602,6580.03%+2,658
GLOBAL X FDS
ADAPTIVE US
0119,208+119,20805,0060.05%+5,006
ISHARES TR
FLTG RATE NT ETF
0161,373+161,37308,2110.08%+8,211
ISHARES TR91,76798,676+6,90913,91415,7410.15%+1,827
SPDR SER TR
ST STR SP600GRWO
249,019276,821+27,80223,18625,0110.24%+1,825
SALESFORCE INC(CRM)024,152+24,15208,0750.08%+8,075
MICROSTRATEGY INC(MSTR)014,806+14,80604,2880.04%+4,288
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
505,331520,654+15,32331,43233,1920.32%+1,760
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
908,454969,230+60,77676,08377,8000.74%+1,717
ISHARES TR
ESG MSCI LEADR
016,552+16,55201,7060.02%+1,706
ISHARES TR027,906+27,90603,0730.03%+3,073
ISHARES TR0138,279+138,279044,5480.42%+44,548
VANGUARD WORLD FD
INF TECH ETF
0324,519+324,5190201,7861.92%+201,786
MASTERCARD INCORPORATED(MA)023,227+23,227012,2310.12%+12,231
SPDR SER TR
ST TERM HIGH ETF
0261,544+261,54406,6040.06%+6,604
LEGG MASON ETF INVT
FRANKLIN INTL LW
0179,883+179,88305,4900.05%+5,490
SPDR SER TR
ST STR SP TELCO
014,714+14,71401,5750.01%+1,575
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
050,187+50,18702,9110.03%+2,911
T ROWE PRICE ETF INC
SMALL MID CAP
048,501+48,50101,5640.01%+1,564
SPDR SER TR
ST BLOO HIGH ETF
0112,624+112,624010,7520.10%+10,752
ISHARES TR
US TREAS BD ETF
0671,311+671,311015,4270.15%+15,427
J P MORGAN EXCHANGE TRADED F
NASDAQ EQT PREM
464,595479,799+15,20425,52027,0510.26%+1,531
PROSHARES TR
HGH YLD INT RATE
065,126+65,12604,2690.04%+4,269
SPDR GOLD TR(GLD)145,257152,051+6,79435,30636,8160.35%+1,510
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