Equitable Holdings, Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), Equitable Holdings, Inc. reported 1,525 stock positions worth $13.6 billion. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 4.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.2%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.1%). Compared with Q2 2025, it opened 142 new positions, sold out of 69, added to 946 and reduced 392. The biggest buy was Apple (AAPL, shares +4%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −30%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001333986
- Portfolio Value
- $13.6B (Q3 2025)
- SEC Filing
- 0001333986-25-000070 ↗ filed Nov 14, 2025
Holdings Value
Holdings 1,525 stocks · $13.6B
| SPYG SS SPDR P S&P 500 Growth ETF | 4.03% | 5,242,970 | $547.9M | Reduce -2.0% |
| IVV iShares Core S&P 500 ETF | 3.18% | 645,448 | $432.0M | Add +3.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.05% | 865,136 | $414.9M | Add +1.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.59% | 586,946 | $352.4M | Add +5.6% |
| VONG Vanguard Russell 1000 Growth | 2.59% | 2,919,522 | $351.8M | Reduce -2.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.98% | 4,871,550 | $269.5M | Reduce -0.2% |
| XLK SS Technology Select Sector | 1.92% | 926,383 | $261.1M | Reduce -1.8% |
| ILCG iShares Morningstar Growth E | 1.79% | 2,337,317 | $243.8M | Reduce -3.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.69% | 1,230,206 | $229.4M | Add +9.3% |
| VGT Vanguard Info Tech ETF | 1.68% | 305,694 | $228.2M | Reduce -3.7% |
| IGM iShares Expanded Tech Sector | 1.54% | 1,663,610 | $209.5M | Reduce -3.8% |
| AAPL Apple Inc. | 1.42% | 755,750 | $192.4M | Add +3.7% |
| NVDA Nvidia Corp. | 1.41% | 1,027,730 | $191.8M | Add +2.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.36% | 276,747 | $184.4M | Add +3.5% |
| VOO Vanguard S&P 500 ETF | 1.28% | 283,600 | $173.7M | Add +6.8% |
| AMZN Amazon.com Inc. | 0.95% | 591,181 | $129.8M | Add +9.4% |
| MSFT Microsoft Corp. | 0.95% | 250,603 | $129.8M | Add +5.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.92% | 380,876 | $125.0M | Add +5.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 1,402,394 | $122.4M | Add +4.9% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.76% | 335,674 | $103.3M | Add +2.3% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.74% | 2,364,463 | $101.2M | Add +3.1% |
| VCIT Vanguard Int-Term Corporate | 0.73% | 1,186,510 | $99.8M | Add +15.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.73% | 337,172 | $99.0M | Add +4.9% |
| SPHQ Invesco S&P 500 Quality ETF | 0.71% | 1,315,640 | $96.4M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 191,370 | $96.2M | Add +5.7% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.70% | 1,604,410 | $95.0M | Add +12.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.69% | 371,216 | $94.4M | Add +5.1% |
| QUAL iShares MSCI USA Quality Fac | 0.67% | 470,753 | $91.6M | Reduce -1.3% |
| VYM Vanguard High DVD Yield ETF | 0.64% | 620,954 | $87.5M | Add +5.2% |
| RDVY First Trust Rising Dividend | 0.62% | 1,260,330 | $84.8M | Add +23.8% |
| IJH iShares Core S&P Midcap ETF | 0.60% | 1,253,915 | $81.8M | Add +0.8% |
| VONV Vanguard Russell 1000 Value | 0.57% | 862,843 | $77.1M | Add +2.6% |
| IWP iShares Russell Mid-Cap Grow | 0.54% | 515,677 | $73.4M | Add +1.2% |
| META Meta Platforms Inc. Class A | 0.53% | 98,406 | $72.3M | Add +6.0% |
| QQQM Invesco Nasdaq 100 ETF | 0.53% | 291,295 | $72.0M | Add +7.0% |
| IWD iShares Russell 1000 Value E | 0.53% | 352,081 | $71.7M | Add +6.1% |
| DGRW Wisdomtree U.S. Quality Divi | 0.51% | 785,267 | $69.9M | Add +3.5% |
| JMOM JPMorgan US Momentum Factor | 0.50% | 996,581 | $67.7M | Add +8.0% |
| GOOG Alphabet Inc. Class C | 0.50% | 277,194 | $67.5M | Add +3.3% |
| GOOGL Alphabet Inc. Class A | 0.49% | 273,867 | $66.6M | Add +5.2% |
| ILCV iShares Morningstar Value Et | 0.48% | 728,634 | $65.6M | Reduce -19.4% |
| JPM JPMorgan Chase & Co. | 0.48% | 205,734 | $64.9M | Add +1.6% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 528,460 | $62.8M | Add +5.0% |
| RSP Invesco S&P 500 Equal Weight | 0.46% | 329,913 | $62.6M | Add +7.1% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 288,689 | $62.3M | Add +8.7% |
| GLD SPDR Gold Shares | 0.45% | 171,243 | $60.9M | Add +10.4% |
| TSLA Tesla Inc. | 0.44% | 134,528 | $59.8M | Add +2.3% |
| SPAB SS SPDR P Agg Bond ETF | 0.43% | 2,263,760 | $58.5M | Reduce -1.9% |
| IWS iShares Russell Mid-Cap Valu | 0.42% | 408,017 | $57.0M | Reduce -8.5% |
| GLDM SPDR Gold Minishares Trust | 0.41% | 735,355 | $56.2M | Add +14.3% |
| IWF iShares Russell 1000 Growth | 0.39% | 114,518 | $53.6M | Reduce -30.0% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.39% | 182,162 | $53.5M | Add +0.9% |
| IWB iShares Russell 1000 ETF | 0.39% | 145,981 | $53.4M | Add +1.3% |
| SPMO Invesco S&P 500 Momentum ETF | 0.39% | 436,917 | $52.9M | Add +28.6% |
| IVE iShares S&P 500 Value ETF | 0.39% | 253,692 | $52.4M | Reduce -0.3% |
| VWO Vanguard Ftse Emerging Marke | 0.37% | 934,652 | $50.6M | Add +2.9% |
| SPEM State Street SP PTF Em ETF | 0.37% | 1,080,240 | $50.6M | Add +9.6% |
| VXUS Vanguard Total Intl Stock | 0.37% | 686,324 | $50.4M | Add +6.9% |
| IAU iShares Gold Trust | 0.37% | 689,833 | $50.2M | Add +9.0% |
| BND Vanguard Total Bond Market | 0.36% | 665,745 | $49.5M | Reduce -2.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.36% | 283,035 | $49.4M | Reduce -1.4% |
| IQLT iShares MSCI International Q | 0.36% | 1,102,660 | $48.7M | Add +8.8% |
| VOOG Vanguard S&P 500 Growth ETF | 0.33% | 104,194 | $45.4M | Add +12.9% |
| MUB iShares National Muni Bond E | 0.33% | 424,529 | $45.2M | Add +4.5% |
| EFA iShares MSCI Eafe ETF | 0.32% | 471,215 | $44.0M | Add +3.0% |
| IUSG iShares Core S&P U.S. Growth | 0.32% | 267,146 | $44.0M | Add +6.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.32% | 210,170 | $43.9M | Add +11.7% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.32% | 940,625 | $43.6M | Add +9.2% |
| SPLV Invesco S&P 500 Low Volatili | 0.32% | 583,317 | $42.9M | Reduce -8.8% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 1,543,250 | $42.1M | Reduce -18.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 535,348 | $41.9M | Add +12.9% |
| DFAC Dimensional US Core Equity 2 | 0.31% | 1,087,020 | $41.9M | Reduce -0.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.31% | 492,196 | $41.7M | Add +2.8% |
| DFUS Dimensional US Eq MKT ETF | 0.31% | 573,382 | $41.5M | Add +4.7% |
| AGG iShares Core U.S. Aggregate | 0.30% | 411,311 | $41.2M | Add +1.8% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.29% | 690,747 | $39.7M | Add +9.1% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.29% | 743,909 | $39.6M | Add +9.9% |
| FELG Fidelity Enh LRG Cap GWTH | 0.29% | 956,887 | $39.3M | Add +0.8% |
| COST Costco Wholesale Corp. | 0.27% | 39,428 | $36.5M | Add +11.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 389,573 | $35.7M | Add +8.9% |
| ILCB iShares Morningstar U.S. Equ | 0.26% | 382,991 | $35.4M | Reduce -0.3% |
| XLF SS Financial Select Sector | 0.26% | 651,912 | $35.1M | Add +12.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.26% | 608,361 | $35.0M | Reduce -14.9% |
| IEMG iShares Core MSCI Emerging | 0.26% | 529,908 | $34.9M | Add +13.2% |
| SPTI SS SPDR P Int Term TSY ETF | 0.26% | 1,204,440 | $34.8M | Reduce -3.7% |
| RWL Invesco S&P 500 Revenue ETF | 0.25% | 312,111 | $34.5M | Add +2.6% |
| JMUB JPMorgan Municipal ETF | 0.25% | 680,954 | $34.4M | Reduce -1.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.25% | 816,767 | $34.3M | Add +49.7% |
| AVGO Broadcom Inc. | 0.25% | 103,481 | $34.1M | Add +4.9% |
| ITOT iShares Core S&P Total U.S. | 0.24% | 222,121 | $32.4M | Add +17.4% |
| PRF Invesco Rafi US 1000 ETF | 0.24% | 708,390 | $32.0M | Reduce -3.5% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.23% | 954,554 | $31.9M | Add +15.0% |
| AMJB Alerian MLP ETN2044 filed as JPMORGAN CHASE FINL CO LLC | 0.23% | 1,076,650 | $31.8M | Add +12.8% |
| XLV SS Health Care Select Sector | 0.23% | 226,875 | $31.6M | Add +35.2% |
| DGRO iShares Core Dividend Growth | 0.23% | 461,792 | $31.4M | Add +11.3% |
| JQUA JPMorgan US Quality Factor | 0.23% | 489,969 | $30.8M | Add +18.3% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.23% | 380,524 | $30.7M | Add +3.9% |
| IDMO Invesco S&P International DE | 0.22% | 562,832 | $30.4M | Add +18.2% |
| JPST JPMorgan Ultra-Short Income | 0.22% | 595,572 | $30.2M | Reduce -2.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 270,991 | $30.2M | Add +14.6% |
Other holdings (2): bonds, preferreds, convertibles and warrants · $561K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 438 | $561K | Reduce -11.3% |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 10,278 | $802 | Reduce -1.9% |
Total filed on the 13F, all lines: $13.6B.
Portfolio Sells Q2 2025 → Q3 2025
| IWF iShares Russell 1000 Growth | Reduce -30.0% | 0.39% | −0.18 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -2.0% | 4.03% | −0.18 |
| ILCG iShares Morningstar Growth E | Reduce -3.9% | 1.79% | −0.15 |
| ILCV iShares Morningstar Value Et | Reduce -19.4% | 0.48% | −0.14 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -0.2% | 1.98% | −0.12 |
| VONG Vanguard Russell 1000 Growth | Reduce -2.6% | 2.59% | −0.11 |
| SCHD Schwab US DVD Equity ETF | Reduce -18.8% | 0.31% | −0.11 |
| SPLV Invesco S&P 500 Low Volatili | Reduce -8.8% | 0.32% | −0.07 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -14.9% | 0.26% | −0.07 |
| IWS iShares Russell Mid-Cap Valu | Reduce -8.5% | 0.42% | −0.07 |
| SPHQ Invesco S&P 500 Quality ETF | Reduce -0.3% | 0.71% | −0.07 |
| IAGG iShares Intl Aggregate Bond | Reduce -30.5% | 0.10% | −0.06 |
| IGM iShares Expanded Tech Sector | Reduce -3.8% | 1.54% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -3.7% | 1.68% | −0.06 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -1.9% | 0.43% | −0.06 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Reduce -93.4% | 0.00% | −0.05 |
| BND Vanguard Total Bond Market | Reduce -2.1% | 0.36% | −0.05 |
| XLK SS Technology Select Sector | Reduce -1.8% | 1.92% | −0.05 |
| QUAL iShares MSCI USA Quality Fac | Reduce -1.3% | 0.67% | −0.05 |
| IMCV iShares Morningstar Mid-Cap | Reduce -13.0% | 0.20% | −0.04 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -3.7% | 0.26% | −0.04 |
| GSUS Goldman Sachs Marketbeta US | Reduce -93.0% | 0.00% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.3% | 0.22% | −0.03 |
| XLE SS Energy Select Sector | Reduce -23.3% | 0.08% | −0.03 |
| JMUB JPMorgan Municipal ETF | Reduce -1.9% | 0.25% | −0.03 |
| MDYV SS SPDR S&P 400 MC Val ETF | Reduce -8.2% | 0.18% | −0.03 |
| DBEF Xtrackers MSCI Eafe Hedged E | Reduce -35.9% | 0.04% | −0.03 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -6.2% | 0.20% | −0.03 |
| PXF Invesco Rafi Developed Marke | Reduce -14.7% | 0.11% | −0.03 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -1.4% | 0.36% | −0.03 |
| TBIL F/M US Treasury 3 Month Bill | Reduce -15.4% | 0.08% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -0.2% | 0.17% | −0.02 |
| IVE iShares S&P 500 Value ETF | Reduce -0.3% | 0.39% | −0.02 |
| XLP SS Consumer Staples Sel Sect | Reduce -5.0% | 0.10% | −0.02 |
| BKLC BNY Mellon US LRG Cap Cor | Reduce -38.7% | 0.03% | −0.02 |
| VRIG Invesco Variable Rate Invest | Reduce -5.9% | 0.12% | −0.02 |
| IBTO iShares Ibonds Dec 2033 Tres | Sold out | 0.00% | −0.02 |
| PRF Invesco Rafi US 1000 ETF | Reduce -3.5% | 0.24% | −0.02 |
| TFLO iShares Treasury Floating Ra | Reduce -5.8% | 0.10% | −0.02 |
| CAVA Cava Group Inc. | Reduce -12.4% | 0.02% | −0.02 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -22.6% | 0.04% | −0.02 |
| SCHG Schwab US Large-Cap Growth | Reduce -9.9% | 0.13% | −0.02 |
| AON Aon PLC Class A | Reduce -77.3% | 0.00% | −0.02 |
| IYC iShares US Consumer Discreti | Reduce -66.3% | 0.01% | −0.02 |
| AIQ Global X Art Intel & Tech | Reduce -39.2% | 0.03% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -33.0% | 0.03% | −0.02 |
| BSJS Invesco Bulletshares 2028 HY | Reduce -17.2% | 0.05% | −0.02 |
| VGK Vanguard Ftse Europe ETF | Reduce -0.3% | 0.18% | −0.02 |
| IXJ iShares Global Healthcare Et | Reduce -19.9% | 0.04% | −0.02 |
| PRU Prudential Financial Inc. | Reduce -31.2% | 0.02% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| AAPL Apple Inc. | Add +3.7% | 1.42% | +0.18 |
| GOOGL Alphabet Inc. Class A | Add +5.2% | 0.49% | +0.11 |
| NVDA Nvidia Corp. | Add +2.6% | 1.41% | +0.11 |
| GOOG Alphabet Inc. Class C | Add +3.3% | 0.50% | +0.10 |
| RDVY First Trust Rising Dividend | Add +23.8% | 0.62% | +0.10 |
| TSLA Tesla Inc. | Add +2.3% | 0.44% | +0.10 |
| CGDV Cap Group Dividend Value | Add +49.7% | 0.25% | +0.07 |
| SPMO Invesco S&P 500 Momentum ETF | Add +28.6% | 0.39% | +0.07 |
| FMDE Fidelity Enhanced Mid Cap Co. | Add +603.6% | 0.08% | +0.07 |
| SPTS SS SPDR P St Term TSY ETF | Add +125.3% | 0.14% | +0.07 |
| GLDM SPDR Gold Minishares Trust | Add +14.3% | 0.41% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +5.6% | 2.59% | +0.06 |
| GLD SPDR Gold Shares | Add +10.4% | 0.45% | +0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +12.4% | 0.70% | +0.06 |
| BAI Ishrs AI in and Tech Act ETF | Add +172.1% | 0.09% | +0.06 |
| CMG Chipotle Mexican Grill Inc. | Add +404.6% | 0.08% | +0.05 |
| ITA iShares U.S. Aerospace & Def | Add +91.5% | 0.11% | +0.05 |
| OEF iShares S&P 100 ETF | Add +66.8% | 0.13% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +9.3% | 1.69% | +0.05 |
| XLV SS Health Care Select Sector | Add +35.2% | 0.23% | +0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +170.2% | 0.07% | +0.05 |
| IAU iShares Gold Trust | Add +9.0% | 0.37% | +0.04 |
| CGGR Cap Group Growth Equity | Add +33.6% | 0.20% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +4.1% | 0.21% | +0.04 |
| PPA Invesco Aerospace & Defense | Add +52.4% | 0.12% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +26.0% | 0.15% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +6.8% | 1.28% | +0.03 |
| VCIT Vanguard Int-Term Corporate | Add +15.8% | 0.73% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +23.0% | 0.19% | +0.03 |
| VOOG Vanguard S&P 500 Growth ETF | Add +12.9% | 0.33% | +0.03 |
| CVS CVS Health Corp. | Add +271.8% | 0.04% | +0.03 |
| VFVA Vanguard U.S. Value Factor | Add +28.7% | 0.15% | +0.03 |
| ORCL Oracle Corp. | Add +19.6% | 0.11% | +0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Add +26.8% | 0.14% | +0.03 |
| ITOT iShares Core S&P Total U.S. | Add +17.4% | 0.24% | +0.03 |
| AVGO Broadcom Inc. | Add +4.9% | 0.25% | +0.03 |
| AIRR First Trust Rba American Ind | Add +21.4% | 0.12% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +13.2% | 0.26% | +0.03 |
| SPEM State Street SP PTF Em ETF | Add +9.6% | 0.37% | +0.02 |
| XLI SS Industrial Select Sector | Add +27.1% | 0.16% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +12.9% | 0.31% | +0.02 |
| SLV iShares Silver Trust | Add +26.4% | 0.08% | +0.02 |
| IAI iShares U.S. Broker-Dealers | Add +334.7% | 0.03% | +0.02 |
| IDMO Invesco S&P International DE | Add +18.2% | 0.22% | +0.02 |
| JQUA JPMorgan US Quality Factor | Add +18.3% | 0.23% | +0.02 |
| TLH iShares 10-20 Year Treasury | Add +33.6% | 0.12% | +0.02 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +11.7% | 0.32% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | Add +7.0% | 0.53% | +0.02 |
| DFIV Dimensional International Va | Add +16.9% | 0.18% | +0.02 |
| IDU iShares US Utilities ETF | Add +178.0% | 0.03% | +0.02 |
Notes & Other Activity Q2 2025 → Q3 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -11.3% | 438 | $561K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Sold out | 208 | $244Kbefore exit |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | Reduce -1.9% | 10,278 | $802 |
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 |