Notify me when EQUITABLE TRUST CO files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 439 | $2,175,360,595 | +$74,125,565 | -$74,536,084 | -$410,519 | VOO, IAU, MSFT, HCA, VTV | 13F-HR | 10 Nov 2025, 13:32 |
| Q2 2025 | 432 | $2,007,162,417 | +$197,625,756 | -$145,644,477 | +$51,981,279 | VOO, IAU, MSFT, HCA, VTV | 13F-HR | 28 Jul 2025, 10:43 |
| Q1 2025 | 462 | $1,805,243,993 | +$115,312,837 | -$81,294,723 | +$34,018,114 | IAU, VOO, VTV, HCA, MSFT | 13F-HR | 07 May 2025, 07:50 |
| Q4 2024 | 469 | $1,791,765,309 | +$469,991,246 | -$219,411,891 | +$250,579,355 | VOO, IAU, VTV, AAPL, MSFT | 13F-HR | 29 Jan 2025, 09:53 |
| Q3 2024 | 442 | $1,558,521,561 | +$74,475,262 | -$87,933,862 | -$13,458,600 | IAU, HCA, MSFT, WCM SMID Quality Value Instl, AAPL | 13F-HR | 01 Nov 2024, 10:45 |
| Q2 2024 | 432 | $1,453,849,922 | +$123,817,283 | -$107,187,405 | +$16,629,878 | IAU, MSFT, GOOGL, WCM SMID Value Instl, AAPL | 13F-HR | 01 Aug 2024, 08:23 |
| Q1 2024 | 423 | $1,441,766,623 | +$100,314,878 | -$102,437,342 | -$2,122,464 | IAU, MSFT, WCM SMID Value Instl, GOOGL, HCA | 13F-HR | 25 Apr 2024, 16:29 |
| Q4 2023 | 396 | $1,330,095,990 | +$109,465,861 | -$124,885,457 | -$15,419,596 | IAU, GOOGL, MSFT, WCM SMID Value Instl, AAPL | 13F-HR | 25 Jan 2024, 15:27 |
| Q3 2023 | 423 | $1,209,653,539 | +$76,465,340 | -$99,949,291 | -$23,483,951 | IAU, GOOGL, WCM SMID Value Instl, MSFT, GUNR | 13F-HR | 07 Nov 2023, 10:52 |
| Q2 2023 | 405 | $1,307,545,327 | +$68,004,637 | -$58,095,102 | +$9,909,535 | IAU, INFL, GUNR, MSFT, GOOGL | 13F-HR | 09 Aug 2023, 15:37 |
| Q1 2023 | 398 | $1,269,787,313 | +$60,833,162 | -$119,827,844 | -$58,994,682 | IAU, INFL, GUNR, GOOGL, MSFT | 13F-HR | 08 May 2023, 16:44 |
| Q4 2022 | 389 | $1,268,934,728 | +$165,343,010 | -$180,834,872 | -$15,491,862 | INFL, IAU, IXUS, GUNR, GOOGL | 13F-HR | 21 Feb 2023, 07:30 |
| Q3 2022 | 381 | $1,199,410,000 | +$113,408,937 | -$88,127,515 | +$25,281,422 | INFL, IXUS, IAU, MSFT, GOOGL | 13F-HR | 03 Nov 2022, 14:22 |
| Q2 2022 | 394 | $1,342,375,000 | +$209,765,454 | -$94,265,564 | +$115,499,890 | INFL, IXUS, IAU, GOOGL, MSFT | 13F-HR | 18 Jul 2022, 11:19 |
| Q1 2022 | 395 | $1,555,249,000 | +$170,496,894 | -$103,256,716 | +$67,240,178 | INFL, IXUS, IAU, GOOGL, MSFT | 13F-HR | 11 May 2022, 16:22 |
| Q4 2021 | 373 | $1,619,014,000 | +$123,176,784 | -$127,622,603 | -$4,445,819 | IXUS, GOOGL, INFL, IAU, MSFT | 13F-HR | 31 Jan 2022, 20:44 |
| Q3 2021 | 358 | $1,566,375,000 | +$107,945,556 | -$89,227,727 | +$18,717,829 | IAU, IXUS, GOOGL, MDT, MSFT | 13F-HR | 26 Oct 2021, 09:23 |
| Q2 2021 | 364 | $1,559,257,000 | +$207,548,448 | -$102,966,734 | +$104,581,714 | IAU, IXUS, GOOGL, MDT, MSFT | 13F-HR | 03 Aug 2021, 13:12 |
| Q1 2021 | 351 | $1,342,345,000 | +$85,402,916 | -$148,188,605 | -$62,785,689 | IXUS, GOOGL, MDT, MSFT, AAPL | 13F-HR | 14 May 2021, 17:37 |
| Q4 2020 | 358 | $1,347,005,000 | +$82,414,105 | -$51,100,895 | +$31,313,210 | IXUS, GOOGL, MDT, MSFT, AAPL | 13F-HR | 16 Feb 2021, 06:38 |
| Q3 2020 | 322 | $1,174,555,000 | +$80,737,720 | -$53,922,655 | +$26,815,065 | IXUS, MSFT, GOOGL, MDT, AAPL | 13F-HR | 16 Nov 2020, 06:12 |
| Q2 2020 | 314 | $1,087,379,000 | +$43,451,605 | -$59,754,134 | -$16,302,529 | IXUS, MSFT, GOOGL, MDT, SHOP | 13F-HR | 18 Aug 2020, 07:42 |
| Q1 2020 | 303 | $909,904,000 | +$181,992,848 | -$76,001,525 | +$105,991,323 | IXUS, MDT, GOOGL, MSFT, AXP | 13F-HR | 22 May 2020, 07:53 |
| Q4 2019 | 283 | $1,023,700,000 | +$53,845,544 | -$30,624,331 | +$23,221,213 | IXUS, AXP, MDT, GOOGL, MSFT | 13F-HR | 18 Feb 2020, 11:33 |
| Q3 2019 | 281 | $949,132,000 | +$46,999,282 | -$31,898,285 | +$15,100,997 | IXUS, AXP, MDT, CSCO, GOOGL | 13F-HR | 19 Nov 2019, 06:07 |
| Q2 2019 | 276 | $941,586,000 | +$62,310,014 | -$24,089,246 | +$38,220,768 | AXP, IXUS, CSCO, KO, MDT | 13F-HR | 16 Aug 2019, 09:34 |
| Q1 2019 | 269 | $861,790,264 | +$68,200,283 | -$45,943,055 | +$22,257,228 | AXP, IXUS, CSCO, GOOGL, KO | 13F-HR | 16 May 2019, 09:22 |
| Q4 2018 | 259 | $755,705,000 | +$82,785,121 | -$42,678,318 | +$40,106,803 | AXP, KO, IXUS, CSCO, GOOGL | 13F-HR | 22 Feb 2019, 12:44 |
| Q3 2018 | 285 | $858,236,000 | +$79,402,513 | -$44,649,423 | +$34,753,090 | AXP, KO, CSCO, GOOGL, ADI | 13F-HR | 15 Nov 2018, 15:07 |
| Q2 2018 | 256 | $789,775,000 | $0 | AXP, KO, MDT, CSCO, GOOGL | 13F-HR | 14 Aug 2018, 07:39 |