Carolina Wealth Advisors »

Equitable Holdings shares owned by Carolina Wealth Advisors

Quarter-by-quarter ownership of Equitable Holdings (EQH) shares owned by Carolina Wealth Advisors from 13F filings

Historical chart of Carolina Wealth Advisors investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

All positions including Equitable Holdings held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Equitable Holdings by Carolina Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $49k 1.2k 42.03

More positions owned by Carolina Wealth Advisors

Vanguard Long-term Bond Etf Etf (BLV)
Schwab Us Tips Etf Etf (SCHP)
Radian Group Stock (RDN)
Dicks Sporting Goods Stock (DKS)
Abbvie Stock (ABBV)
Packaging Corp Amer Stock (PKG)
Fastenal Stock (FAST)
Ishares 10 Year Investment Grade Corporate Bond Etf Etf (IGLB)
Verizon Communications Stock (VZ)
Williams Sonoma Stock (WSM)
Invesco Bulletshares 2033 Corporate Bond Etf Etf (BSCX)
Ford Mtr Stock (F)
Broadcom Stock (AVGO)
Schwab U.s. Large-cap Etf Etf (SCHX)
City Hldg Stock (CHCO)

View all positions for Carolina Wealth Advisors

Top funds holding Equitable Holdings

Vanguard Group
BlackRock
BlackRock
T. Rowe Price Associates
Canada Pension Plan Investment Board
Pzena Investment Management
State Street Corporation
Invesco
First Trust Advisors
Hsbc Holdings
Geode Capital Management
Thornburg Investment Management
Acadian Asset Management
Massachusetts Financial Services
Dimensional Fund Advisors

View all funds holding Equitable Holdings