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Equitable Holdings shares owned by Phillips Wealth Planners

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

Historical chart of Phillips Wealth Planners investment in Equitable Holdings

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Equitable Holdings by Phillips Wealth Planners

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 4.7k 44.57

More positions owned by Phillips Wealth Planners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Williams Companies (WMB)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
UnitedHealth (UNH)
Select Sector Spdr Tr Technology (XLK)
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Oracle Corporation (ORCL)
PNC Financial Services (PNC)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Phillips Wealth Planners

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