Equitable Holdings, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 13, 2025), Equitable Holdings, Inc. reported 1,335 stock positions worth $10.5 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.3%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.0%). Compared with Q4 2024, it opened 134 new positions, sold out of 61, added to 749 and reduced 402. The biggest buy was a new position in Fidelity Enh LRG Cap GWTH (FELG) and the biggest sale SS SPDR BB 1-3M T-Bill ETF (BIL, shares −79%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001333986
- Portfolio Value
- $10.5B (Q1 2025)
- SEC Filing
- 0001532155-25-000072 ↗ filed May 13, 2025
Holdings Value
Holdings 1,335 stocks · $10.5B
| SPYG SS SPDR P S&P 500 Growth ETF | 4.52% | 5,920,770 | $475.9M | Add +6.6% |
| IVV iShares Core S&P 500 ETF | 3.33% | 624,144 | $350.7M | Add +6.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.96% | 839,521 | $311.3M | Add +3.8% |
| VONG Vanguard Russell 1000 Growth | 2.70% | 3,060,834 | $284.0M | Reduce -6.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.28% | 512,949 | $240.5M | Reduce -0.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 2.15% | 4,436,910 | $226.6M | Add +12.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 2.03% | 1,235,158 | $213.4M | Add +21.9% |
| ILCG iShares Morningstar Growth E | 2.00% | 2,603,789 | $210.9M | Reduce -5.5% |
| XLK SS Technology Select Sector | 1.85% | 941,833 | $194.5M | Reduce -4.8% |
| VGT Vanguard Info Tech ETF | 1.65% | 321,153 | $174.2M | Reduce -1.0% |
| IGM iShares Expanded Tech Sector | 1.54% | 1,786,676 | $162.0M | Reduce -3.3% |
| AAPL Apple Inc. | 1.32% | 627,852 | $139.5M | Add +6.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.31% | 247,299 | $138.3M | Add +7.3% |
| VOO Vanguard S&P 500 ETF | 1.21% | 248,634 | $127.8M | Add +6.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.96% | 1,337,771 | $101.2M | Reduce -7.0% |
| NVDA Nvidia Corp. | 0.90% | 873,199 | $94.6M | Add +0.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.88% | 337,573 | $92.8M | Add +11.5% |
| AMZN Amazon.com Inc. | 0.85% | 471,699 | $89.7M | Add +8.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.83% | 164,094 | $87.4M | Add +6.6% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.81% | 2,329,262 | $84.8M | Reduce -14.7% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.78% | 320,505 | $82.4M | Add +0.7% |
| SPHQ Invesco S&P 500 Quality ETF | 0.78% | 1,241,670 | $82.4M | Add +14.2% |
| MSFT Microsoft Corp. | 0.77% | 214,791 | $80.6M | Add +9.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.75% | 306,408 | $79.2M | Add +8.7% |
| VCIT Vanguard Int-Term Corporate | 0.75% | 966,624 | $79.0M | Reduce -0.3% |
| QUAL iShares MSCI USA Quality Fac | 0.72% | 444,989 | $76.0M | Reduce -2.8% |
| IWD iShares Russell 1000 Value E | 0.72% | 402,213 | $75.7M | Add +2.9% |
| ILCV iShares Morningstar Value Et | 0.68% | 879,360 | $71.6M | Reduce -4.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.67% | 316,949 | $70.3M | Reduce -2.0% |
| IWF iShares Russell 1000 Growth | 0.66% | 193,693 | $69.9M | Reduce -12.1% |
| VYM Vanguard High DVD Yield ETF | 0.65% | 532,212 | $68.6M | Add +5.1% |
| IJH iShares Core S&P Midcap ETF | 0.64% | 1,163,540 | $67.9M | Reduce -1.9% |
| VONV Vanguard Russell 1000 Value | 0.64% | 820,802 | $67.7M | Add +6.8% |
| SPAB SS SPDR P Agg Bond ETF | 0.59% | 2,449,210 | $62.6M | Reduce -12.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.57% | 1,241,130 | $60.5M | Add +242.3% |
| IWP iShares Russell Mid-Cap Grow | 0.57% | 507,835 | $59.7M | Reduce -8.2% |
| IWS iShares Russell Mid-Cap Valu | 0.56% | 470,228 | $59.2M | Reduce -0.3% |
| DGRW Wisdomtree U.S. Quality Divi | 0.55% | 725,811 | $58.0M | Add +7.7% |
| RDVY First Trust Rising Dividend | 0.54% | 964,704 | $56.5M | Add +4.1% |
| RSP Invesco S&P 500 Equal Weight | 0.51% | 311,116 | $53.9M | Add +0.5% |
| IJR iShares Core S&P Small-Cap E | 0.48% | 488,333 | $51.1M | Reduce -10.0% |
| SCHD Schwab US DVD Equity ETF | 0.46% | 1,729,280 | $48.4M | Add +16.7% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 244,533 | $47.4M | Add +6.4% |
| JMOM JPMorgan US Momentum Factor | 0.45% | 841,088 | $47.4M | Reduce -6.7% |
| QQQM Invesco Nasdaq 100 ETF | 0.45% | 245,549 | $47.4M | Add +15.2% |
| META Meta Platforms Inc. Class A | 0.44% | 80,981 | $46.7M | Add +5.0% |
| SPLV Invesco S&P 500 Low Volatili | 0.44% | 621,220 | $46.4M | Reduce -4.8% |
| JPM JPMorgan Chase & Co. | 0.44% | 189,140 | $46.4M | Add +6.8% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.43% | 186,963 | $45.7M | Add +16.9% |
| IVE iShares S&P 500 Value ETF | 0.43% | 238,394 | $45.4M | Add +15.8% |
| GLD SPDR Gold Shares | 0.43% | 156,143 | $45.0M | Add +2.7% |
| IWB iShares Russell 1000 ETF | 0.42% | 145,609 | $44.7M | Add +5.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.42% | 806,343 | $44.2M | Reduce -2.5% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.41% | 270,921 | $43.5M | Reduce -29.2% |
| BND Vanguard Total Bond Market | 0.41% | 588,640 | $43.2M | Add +4.0% |
| FELG Fidelity Enh LRG Cap GWTH | 0.41% | 1,358,700 | $42.8M | New |
| GLDM SPDR Gold Minishares Trust | 0.39% | 667,368 | $41.3M | Add +19.3% |
| ITOT iShares Core S&P Total U.S. | 0.37% | 322,665 | $39.4M | Reduce -27.0% |
| AGG iShares Core U.S. Aggregate | 0.37% | 396,742 | $39.2M | Reduce -7.8% |
| MUB iShares National Muni Bond E | 0.36% | 363,649 | $38.3M | Add +11.7% |
| IQLT iShares MSCI International Q | 0.36% | 963,177 | $38.2M | Add +22.7% |
| GOOG Alphabet Inc. Class C | 0.36% | 242,399 | $37.9M | Add +18.5% |
| VXUS Vanguard Total Intl Stock | 0.34% | 574,899 | $35.7M | Add +14.4% |
| GOOGL Alphabet Inc. Class A | 0.34% | 230,235 | $35.6M | Add +7.4% |
| DFAC Dimensional US Core Equity 2 | 0.34% | 1,077,520 | $35.5M | Add +0.6% |
| IAU iShares Gold Trust | 0.33% | 590,988 | $34.8M | Add +11.8% |
| IWL iShares Russell Top 200 ETF | 0.33% | 252,779 | $34.7M | Add +130.5% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 763,521 | $34.6M | Reduce -0.2% |
| EFA iShares MSCI Eafe ETF | 0.33% | 421,803 | $34.5M | Add +0.4% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.33% | 183,902 | $34.3M | Reduce -10.7% |
| TSLA Tesla Inc. | 0.32% | 129,949 | $33.7M | Add +9.9% |
| SPEM State Street SP PTF Em ETF | 0.32% | 854,140 | $33.6M | Reduce -6.5% |
| UTEN F/M US Treasury 10 Year Note | 0.32% | 761,640 | $33.4M | Add +2.7% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.31% | 448,019 | $33.0M | Reduce -11.5% |
| DFUS Dimensional US Eq MKT ETF | 0.30% | 526,539 | $31.8M | Add +1.1% |
| SPTI SS SPDR P Int Term TSY ETF | 0.30% | 1,106,860 | $31.6M | Add +11.3% |
| IUSG iShares Core S&P U.S. Growth | 0.30% | 247,461 | $31.4M | Reduce -6.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.30% | 767,535 | $31.3M | Add +2.1% |
| JPST JPMorgan Ultra-Short Income | 0.29% | 603,403 | $30.6M | Reduce -24.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 455,954 | $30.0M | Add +30.3% |
| COST Costco Wholesale Corp. | 0.28% | 31,631 | $29.9M | Add +17.1% |
| ILCB iShares Morningstar U.S. Equ | 0.28% | 384,014 | $29.7M | Reduce -2.5% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.28% | 569,139 | $29.5M | Add +18.6% |
| IMCV iShares Morningstar Mid-Cap | 0.28% | 396,704 | $29.4M | Reduce -12.5% |
| PRF Invesco Rafi US 1000 ETF | 0.28% | 725,772 | $29.3M | Reduce -4.5% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.28% | 556,503 | $29.1M | Add +93.9% |
| XLF SS Financial Select Sector | 0.28% | 583,864 | $29.1M | Reduce -0.9% |
| JMUB JPMorgan Municipal ETF | 0.27% | 574,322 | $28.7M | Add +4.1% |
| SPMO Invesco S&P 500 Momentum ETF | 0.27% | 308,960 | $28.6M | Add +274.3% |
| VOOG Vanguard S&P 500 Growth ETF | 0.27% | 85,407 | $28.6M | Add +7.3% |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 0.26% | 856,631 | $27.8M | Add +4.2% |
| RWL Invesco S&P 500 Revenue ETF | 0.26% | 275,761 | $27.4M | Add +10.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 0.23% | 481,259 | $24.6M | Add +15.8% |
| SLYV SS SPDR S&P 600 SC Val ETF | 0.23% | 311,127 | $24.4M | Add +5.8% |
| DGRO iShares Core Dividend Growth | 0.23% | 388,959 | $24.0M | Add +14.1% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.23% | 353,171 | $24.0M | Add +4.9% |
| V Visa Inc. Class A | 0.23% | 68,090 | $23.9M | Add +7.0% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 213,977 | $23.3M | Add +14.0% |
| MDYV SS SPDR S&P 400 MC Val ETF | 0.21% | 290,591 | $22.4M | Reduce -0.3% |
| LLY Eli Lilly & Co. | 0.21% | 26,963 | $22.3M | Add +2.8% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $717K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 400 | $494K | Add +14.9% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 186 | $223K | New |
Total filed on the 13F, all lines: $10.5B.
Portfolio Sells Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -78.8% | 0.21% | −0.78 |
| VONG Vanguard Russell 1000 Growth | Reduce -6.8% | 2.70% | −0.53 |
| ILCG iShares Morningstar Growth E | Reduce -5.5% | 2.00% | −0.35 |
| XLK SS Technology Select Sector | Reduce -4.8% | 1.85% | −0.34 |
| VGT Vanguard Info Tech ETF | Reduce -1.0% | 1.65% | −0.27 |
| IGM iShares Expanded Tech Sector | Reduce -3.3% | 1.54% | −0.26 |
| IWY iShares Russell Top 200 Grow | Reduce -63.1% | 0.11% | −0.23 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -0.7% | 2.28% | −0.23 |
| IWF iShares Russell 1000 Growth | Reduce -12.1% | 0.66% | −0.18 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -29.2% | 0.41% | −0.18 |
| ITOT iShares Core S&P Total U.S. | Reduce -27.0% | 0.37% | −0.17 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -51.0% | 0.17% | −0.16 |
| FDVV Fidelity High Dividend ETF | Reduce -72.5% | 0.04% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.0% | 0.48% | −0.11 |
| GSLC Goldman Activebeta US LC ETF | Reduce -64.5% | 0.05% | −0.11 |
| IMTM iShares MSCI Intl Momentum F | Reduce -87.2% | 0.02% | −0.11 |
| IWP iShares Russell Mid-Cap Grow | Reduce -8.2% | 0.57% | −0.10 |
| GSIE Goldman Sachs Activebeta Int | Reduce -61.5% | 0.07% | −0.10 |
| JPST JPMorgan Ultra-Short Income | Reduce -24.4% | 0.29% | −0.09 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -14.7% | 0.81% | −0.08 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -12.8% | 0.59% | −0.07 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -2.0% | 0.67% | −0.07 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -50.8% | 0.08% | −0.07 |
| FBND Fidelity Total Bond ETF | Reduce -50.1% | 0.07% | −0.07 |
| XLI SS Industrial Select Sector | Reduce -27.7% | 0.17% | −0.07 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -10.7% | 0.33% | −0.06 |
| IDHQ Invesco S&P International DE | Reduce -97.0% | 0.00% | −0.06 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -31.8% | 0.09% | −0.06 |
| IJJ iShares S&P Mid-Cap 400 Valu | Reduce -31.7% | 0.12% | −0.06 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 0.64% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -38.6% | 0.07% | −0.06 |
| SLYG SS SPDR S&P 600 SC GR ETF | Reduce -16.7% | 0.18% | −0.06 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -19.3% | 0.16% | −0.05 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Reduce -48.2% | 0.06% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -2.8% | 0.72% | −0.05 |
| PBUS Invesco MSCI USA ETF | Reduce -88.3% | 0.01% | −0.05 |
| IUSG iShares Core S&P U.S. Growth | Reduce -6.6% | 0.30% | −0.05 |
| PYLD PIMCO Multisector Bond Actv | Reduce -91.8% | 0.00% | −0.05 |
| JMOM JPMorgan US Momentum Factor | Reduce -6.7% | 0.45% | −0.05 |
| EVTR Eaton Vance Total Return | Reduce -79.9% | 0.01% | −0.05 |
| JAVA JPMorgan Active Value ETF | Reduce -67.3% | 0.02% | −0.04 |
| IMCV iShares Morningstar Mid-Cap | Reduce -12.5% | 0.28% | −0.04 |
| QGRO American Century US Quality | Reduce -20.3% | 0.11% | −0.04 |
| TTD Trade Desk Inc./the Class A | Reduce -8.1% | 0.03% | −0.04 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -45.8% | 0.05% | −0.04 |
| ILCV iShares Morningstar Value Et | Reduce -4.8% | 0.68% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -4.6% | 0.20% | −0.03 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -41.1% | 0.04% | −0.03 |
| EFAV iShares MSCI Eafe Min Vol Fa | Reduce -64.6% | 0.02% | −0.03 |
| IDLV Invesco S&P International DE | Reduce -72.6% | 0.01% | −0.03 |
Portfolio Buys Q4 2024 → Q1 2025
| FELG Fidelity Enh LRG Cap GWTH | New | 0.41% | +0.41 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +242.3% | 0.57% | +0.40 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +21.9% | 2.03% | +0.39 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +12.8% | 2.15% | +0.24 |
| SPMO Invesco S&P 500 Momentum ETF | Add +274.3% | 0.27% | +0.20 |
| IGV iShares Expanded Tech-Softwa | Add +811.8% | 0.21% | +0.18 |
| IWL iShares Russell Top 200 ETF | Add +130.5% | 0.33% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +6.6% | 0.83% | +0.17 |
| IDMO Invesco S&P International DE | New | 0.15% | +0.15 |
| JQUA JPMorgan US Quality Factor | Add +296.6% | 0.20% | +0.15 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +93.9% | 0.28% | +0.13 |
| VFVA Vanguard U.S. Value Factor | New | 0.12% | +0.12 |
| GLDM SPDR Gold Minishares Trust | Add +19.3% | 0.39% | +0.12 |
| SPHQ Invesco S&P 500 Quality ETF | Add +14.2% | 0.78% | +0.09 |
| IQLT iShares MSCI International Q | Add +22.7% | 0.36% | +0.09 |
| VTEI Vanguard Int Tax-Exempt Bond | New | 0.08% | +0.08 |
| IAU iShares Gold Trust | Add +11.8% | 0.33% | +0.08 |
| GLD SPDR Gold Shares | Add +2.7% | 0.43% | +0.08 |
| SCHD Schwab US DVD Equity ETF | Add +16.7% | 0.46% | +0.07 |
| TLH iShares 10-20 Year Treasury | Add +490.2% | 0.08% | +0.07 |
| LVHI Franklin International Low V | Add +109.6% | 0.12% | +0.06 |
| SGOV iShares 0-3 Month Treasury B | Add +140.7% | 0.11% | +0.06 |
| IVE iShares S&P 500 Value ETF | Add +15.8% | 0.43% | +0.06 |
| VXUS Vanguard Total Intl Stock | Add +14.4% | 0.34% | +0.06 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +30.3% | 0.28% | +0.06 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +58.5% | 0.18% | +0.05 |
| VTEB Vanguard Tax-Exempt Bond ETF | Add +109.2% | 0.10% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +50.0% | 0.15% | +0.05 |
| VTIP Vanguard Short-Term Tips | Add +57.0% | 0.13% | +0.05 |
| VONV Vanguard Russell 1000 Value | Add +6.8% | 0.64% | +0.05 |
| COST Costco Wholesale Corp. | Add +17.1% | 0.28% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +16.9% | 0.43% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +11.5% | 0.88% | +0.05 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +30.8% | 0.21% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.7% | 0.75% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +40.0% | 0.20% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +6.4% | 3.33% | +0.04 |
| IGF iShares Global Infrastructur | New | 0.04% | +0.04 |
| HELO JPMorgan Hedged Equity ETF | Add +1018.8% | 0.04% | +0.04 |
| OEF iShares S&P 100 ETF | Add +271.8% | 0.06% | +0.04 |
| DFIV Dimensional International Va | Add +20.8% | 0.16% | +0.04 |
| VEU Vanguard Ftse All-World Ex-U | Add +177.2% | 0.06% | +0.04 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Add +62.6% | 0.09% | +0.04 |
| FLOT iShares Floating Rate Bond E | Add +47.4% | 0.12% | +0.04 |
| VFMV Vanguard US Minimum Volatili | New | 0.04% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +5.1% | 0.65% | +0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Add +11.3% | 0.30% | +0.04 |
| JPM JPMorgan Chase & Co. | Add +6.8% | 0.44% | +0.04 |
| XLG Invesco S&P 500 Top 50 ETF | Add +54.6% | 0.12% | +0.04 |
| FYLD Cambria Foreign Shareholder | New | 0.04% | +0.04 |
Notes & Other Activity Q4 2024 → Q1 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +14.9% | 400 | $494K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | New | 186 | $223K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,797 | $16.7B | SPYG, QQQ, IVV, SPYV, AAPL |
| Q1 2026 | 1,687 | $15.5B | QQQ, VONG, AAPL, XLK, SPYV |
| Q4 2025 | 1,576 | $14.6B | SPYG, IVV, QQQ, VUG, VONG |
| Q3 2025 | 1,525 | $13.6B | SPYG, IVV, VUG, QQQ, VONG |
| Q2 2025 | 1,452 | $12.1B | SPYG, IVV, VUG, VONG, QQQ |
| Q1 2025 | 1,335 | $10.5B | SPYG, IVV, VUG, VONG, QQQ |
| Q4 2024 | 1,262 | $10.5B | SPYG, IVV, VONG, VUG, QQQ |
| Q3 2024 | 1,254 | $10.3B | SPYG, IVV, VONG, VUG, QQQ |
| Q2 2024 | 1,209 | $9.5B | SPYG, VONG, IVV, VUG, QQQ |
| Q1 2024 | 1,160 | $8.9B | SPYG, IVV, VONG, QQQ, VUG |