Ieq Capital
Latest statistics and disclosures from Ieq Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RBLX, META, AAPL, SPY, MSFT, and represent 25.45% of Ieq Capital's stock portfolio.
- Added to shares of these 10 stocks: SNOW (+$74M), RBLX (+$26M), ACCD (+$13M), BRZE (+$12M), MSFT (+$11M), VOO (+$8.9M), SNAP (+$8.1M), NVDA (+$6.2M), DKNG (+$6.1M), NU (+$5.8M).
- Started 72 new stock positions in SOAR, ZI, ATO, GNSS, HIPO, EVRG, JNPR, WIX, SCCO, VCSH.
- Reduced shares in these 10 stocks: CRWD (-$24M), COIN (-$6.1M), JNJ (-$5.4M), PATH (-$5.2M), SLAB, HCP, DDOG, , EFV, XLF.
- Sold out of its positions in Activision Blizzard, AVK, ALNY, ABEV, AAL, Applied Molecular Trans, Armour Residential Reit Inc Re, Atlas Energy Solutions, LEO, BNS.
- Ieq Capital was a net buyer of stock by $218M.
- Ieq Capital has $6.0B in assets under management (AUM), dropping by 22.28%.
- Central Index Key (CIK): 0001779789
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Portfolio Holdings for Ieq Capital
Ieq Capital holds 926 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Ieq Capital has 926 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ieq Capital Dec. 31, 2023 positions
- Download the Ieq Capital December 2023 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Roblox Corp Cl A (RBLX) | 7.4 | $445M | +6% | 9.7M | 45.72 |
|
| Meta Platforms Cl A (META) | 5.0 | $303M | 856k | 353.96 |
|
|
| Apple (AAPL) | 4.9 | $296M | 1.5M | 192.53 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.1 | $249M | 523k | 475.25 |
|
|
| Microsoft Corporation (MSFT) | 4.0 | $238M | +4% | 632k | 376.04 |
|
| Ishares Tr S&p 100 Etf (OEF) | 3.5 | $209M | 935k | 223.39 |
|
|
| Snowflake Cl A (SNOW) | 3.2 | $194M | +62% | 973k | 199.00 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 3.0 | $181M | 443k | 409.30 |
|
|
| Amazon (AMZN) | 2.7 | $165M | +3% | 1.1M | 151.94 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.2 | $135M | -15% | 528k | 255.32 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $127M | 910k | 139.69 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $120M | +8% | 274k | 436.80 |
|
| salesforce (CRM) | 1.8 | $106M | 404k | 263.14 |
|
|
| NVIDIA Corporation (NVDA) | 1.5 | $90M | +7% | 181k | 495.23 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.4 | $84M | +2% | 599k | 140.93 |
|
| Coinbase Global Com Cl A (COIN) | 1.3 | $77M | -7% | 445k | 173.92 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $71M | +2% | 234k | 303.17 |
|
| Neurocrine Biosciences (NBIX) | 1.1 | $64M | 483k | 131.76 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $54M | 229k | 237.22 |
|
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $52M | 305k | 170.40 |
|
|
| Sentinelone Cl A (S) | 0.8 | $49M | 1.8M | 27.44 |
|
|
| Datadog Cl A Com (DDOG) | 0.8 | $48M | -7% | 397k | 121.38 |
|
| Rent-A-Center (UPBD) | 0.8 | $48M | 1.4M | 33.97 |
|
|
| Tesla Motors (TSLA) | 0.7 | $45M | +9% | 181k | 248.48 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $45M | +3% | 126k | 356.66 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $41M | +4% | 243k | 170.10 |
|
| Costco Wholesale Corporation (COST) | 0.6 | $38M | +3% | 58k | 660.08 |
|
| Visa Com Cl A (V) | 0.6 | $37M | +3% | 141k | 260.35 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.6 | $34M | 202k | 168.54 |
|
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $33M | +6% | 70k | 477.63 |
|
| Opendoor Technologies (OPEN) | 0.5 | $33M | -4% | 7.3M | 4.48 |
|
| UnitedHealth (UNH) | 0.5 | $32M | +9% | 60k | 526.47 |
|
| Broadcom (AVGO) | 0.5 | $32M | +10% | 28k | 1116.39 |
|
| Atlassian Corporation Cl A (TEAM) | 0.5 | $31M | 128k | 237.87 |
|
|
| Vanguard World Mega Cap Index (MGC) | 0.5 | $29M | 172k | 169.28 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.5 | $28M | -3% | 47k | 596.60 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $27M | +17% | 88k | 310.88 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $27M | +3% | 102k | 262.26 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $26M | +7% | 45k | 582.91 |
|
| Home Depot (HD) | 0.4 | $25M | 72k | 346.55 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $24M | -2% | 112k | 218.15 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $24M | -2% | 57k | 426.50 |
|
| Hashicorp Com Cl A (HCP) | 0.4 | $24M | -13% | 1.0M | 23.64 |
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $23M | 83k | 273.74 |
|
|
| Uipath Cl A (PATH) | 0.4 | $22M | -19% | 882k | 24.84 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $22M | 40.00 | 542625.03 |
|
|
| Netflix (NFLX) | 0.4 | $21M | +5% | 44k | 486.88 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $21M | -3% | 276k | 75.35 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $20M | +41% | 2.3M | 8.33 |
|
| Pepsi (PEP) | 0.3 | $18M | -5% | 108k | 169.84 |
|
| Tenable Hldgs (TENB) | 0.3 | $18M | 395k | 46.06 |
|
|
| Uber Technologies (UBER) | 0.3 | $18M | -10% | 290k | 61.57 |
|
| Freshworks Class A Com (FRSH) | 0.3 | $18M | +41% | 751k | 23.49 |
|
| Joby Aviation Common Stock (JOBY) | 0.3 | $18M | -5% | 2.6M | 6.65 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $18M | -5% | 33k | 530.78 |
|
| Vanguard World Fds Inf Tech Etf (VGT) | 0.3 | $17M | +6% | 35k | 484.00 |
|
| Johnson & Johnson (JNJ) | 0.3 | $17M | -24% | 107k | 156.74 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $17M | 128k | 130.92 |
|
|
| Procter & Gamble Company (PG) | 0.3 | $16M | +3% | 108k | 146.54 |
|
| Doordash Cl A (DASH) | 0.3 | $15M | +8% | 152k | 98.89 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.3 | $15M | +4% | 43k | 350.91 |
|
| Walt Disney Company (DIS) | 0.2 | $15M | +35% | 164k | 90.29 |
|
| Servicenow (NOW) | 0.2 | $14M | +15% | 20k | 706.41 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $14M | -2% | 55k | 259.51 |
|
| Abbvie (ABBV) | 0.2 | $14M | 90k | 154.97 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $13M | -4% | 132k | 101.77 |
|
| Accolade (ACCD) | 0.2 | $13M | NEW | 1.1M | 12.01 |
|
| Amgen (AMGN) | 0.2 | $13M | +5% | 46k | 288.01 |
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.2 | $13M | 265k | 50.12 |
|
|
| Nike CL B (NKE) | 0.2 | $13M | 122k | 108.57 |
|
|
| Snap Cl A (SNAP) | 0.2 | $13M | +163% | 774k | 16.93 |
|
| Synopsys (SNPS) | 0.2 | $13M | +16% | 25k | 514.87 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $13M | 129k | 99.98 |
|
|
| McDonald's Corporation (MCD) | 0.2 | $12M | 42k | 296.52 |
|
|
| Oracle Corporation (ORCL) | 0.2 | $12M | +21% | 117k | 105.43 |
|
| Braze Com Cl A (BRZE) | 0.2 | $12M | +1990% | 227k | 53.13 |
|
| Intel Corporation (INTC) | 0.2 | $12M | +8% | 236k | 50.25 |
|
| Applied Materials (AMAT) | 0.2 | $12M | +5% | 71k | 162.07 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $12M | +6% | 85k | 136.14 |
|
| Lowe's Companies (LOW) | 0.2 | $11M | 51k | 222.55 |
|
|
| Advanced Micro Devices (AMD) | 0.2 | $11M | +8% | 78k | 147.41 |
|
| Intuit (INTU) | 0.2 | $11M | +4% | 18k | 625.01 |
|
| Chevron Corporation (CVX) | 0.2 | $11M | -8% | 76k | 149.16 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.2 | $11M | 193k | 57.39 |
|
|
| Cisco Systems (CSCO) | 0.2 | $11M | -9% | 216k | 50.52 |
|
| Merck & Co (MRK) | 0.2 | $11M | -10% | 100k | 109.02 |
|
| Lam Research Corporation (LRCX) | 0.2 | $10M | +2% | 13k | 783.30 |
|
| Coupang Cl A (CPNG) | 0.2 | $10M | 641k | 16.19 |
|
|
| Abbott Laboratories (ABT) | 0.2 | $10M | 93k | 110.07 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $9.9M | +6% | 140k | 70.35 |
|
| Booking Holdings (BKNG) | 0.2 | $9.8M | 2.8k | 3546.15 |
|
|
| Align Technology (ALGN) | 0.2 | $9.7M | 36k | 274.00 |
|
|
| Morgan Stanley Com New (MS) | 0.2 | $9.4M | 101k | 93.25 |
|
|
| Stryker Corporation (SYK) | 0.2 | $9.4M | 31k | 299.46 |
|
|
| Pacific Premier Ban (PPBI) | 0.2 | $9.2M | +13% | 317k | 29.11 |
|
| Draftkings Com Cl A (DKNG) | 0.2 | $9.2M | +198% | 261k | 35.25 |
|
| Wal-Mart Stores (WMT) | 0.2 | $9.1M | -4% | 58k | 157.64 |
|
| Comcast Corp Cl A (CMCSA) | 0.2 | $9.1M | +12% | 208k | 43.85 |
|
| Honeywell International (HON) | 0.2 | $9.1M | +3% | 43k | 209.72 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $9.1M | 81k | 111.63 |
|
|
| Starbucks Corporation (SBUX) | 0.1 | $8.9M | +15% | 93k | 96.01 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $8.8M | +7% | 51k | 173.89 |
|
| Pinterest Cl A (PINS) | 0.1 | $8.7M | +78% | 236k | 37.04 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $8.7M | 116k | 75.10 |
|
|
| Goldman Sachs (GS) | 0.1 | $8.6M | -6% | 22k | 385.76 |
|
| Linde SHS (LIN) | 0.1 | $8.5M | +7% | 21k | 410.77 |
|
| Paypal Holdings (PYPL) | 0.1 | $8.1M | +21% | 132k | 61.41 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $7.9M | +11% | 157k | 50.58 |
|
| Bank of America Corporation (BAC) | 0.1 | $7.9M | -6% | 235k | 33.67 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $7.9M | +8% | 87k | 91.39 |
|
| Coca-Cola Company (KO) | 0.1 | $7.7M | 130k | 58.93 |
|
|
| BlackRock (BLK) | 0.1 | $7.6M | +10% | 9.4k | 811.78 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $7.6M | +15% | 23k | 337.35 |
|
| Arista Networks (ANET) | 0.1 | $7.5M | +4% | 32k | 235.51 |
|
| Varonis Sys (VRNS) | 0.1 | $7.4M | -13% | 164k | 45.28 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $7.4M | +41% | 209k | 35.20 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $7.3M | +2% | 18k | 406.87 |
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| Select Sector Spdr Tr Sbi Healthcare (XLV) | 0.1 | $7.3M | +66% | 54k | 136.38 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $7.2M | +2% | 100k | 72.43 |
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| 10x Genomics Cl A Com (TXG) | 0.1 | $7.2M | 128k | 55.96 |
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| Chubb (CB) | 0.1 | $7.1M | 31k | 225.99 |
|
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $7.0M | 90k | 77.73 |
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| Cintas Corporation (CTAS) | 0.1 | $6.8M | +5% | 11k | 602.63 |
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| Silicon Laboratories (SLAB) | 0.1 | $6.7M | -38% | 50k | 132.27 |
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| Danaher Corporation (DHR) | 0.1 | $6.5M | +3% | 28k | 231.34 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $6.5M | 29k | 224.88 |
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| TJX Companies (TJX) | 0.1 | $6.2M | +8% | 67k | 93.81 |
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| Union Pacific Corporation (UNP) | 0.1 | $6.2M | +4% | 25k | 245.64 |
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| Dropbox Cl A (DBX) | 0.1 | $6.2M | +5% | 210k | 29.48 |
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| Qualcomm (QCOM) | 0.1 | $6.1M | +37% | 43k | 144.63 |
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| Wells Fargo & Company (WFC) | 0.1 | $6.0M | +13% | 123k | 49.22 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $6.0M | +24% | 31k | 191.17 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $6.0M | -9% | 30k | 200.71 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $6.0M | -7% | 87k | 68.80 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $6.0M | -6% | 38k | 157.80 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $5.9M | -9% | 35k | 170.46 |
|
| ConocoPhillips (COP) | 0.1 | $5.9M | +3% | 51k | 116.07 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $5.9M | +4% | 109k | 53.82 |
|
| Okta Cl A (OKTA) | 0.1 | $5.8M | -4% | 64k | 90.53 |
|
| Deere & Company (DE) | 0.1 | $5.7M | -2% | 14k | 399.79 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $5.7M | +6% | 99k | 57.96 |
|
| S&p Global (SPGI) | 0.1 | $5.7M | +11% | 13k | 440.54 |
|
| Caterpillar (CAT) | 0.1 | $5.6M | -8% | 19k | 295.67 |
|
| Gilead Sciences (GILD) | 0.1 | $5.6M | +13% | 69k | 81.01 |
|
| Boeing Company (BA) | 0.1 | $5.6M | +27% | 21k | 260.65 |
|
| International Business Machines (IBM) | 0.1 | $5.5M | +13% | 33k | 163.55 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $5.4M | 213k | 25.52 |
|
|
| Lockheed Martin Corporation (LMT) | 0.1 | $5.4M | -4% | 12k | 453.26 |
|
| General Dynamics Corporation (GD) | 0.1 | $5.4M | +54% | 21k | 259.66 |
|
| Cadence Design Systems (CDNS) | 0.1 | $5.3M | +5% | 20k | 272.38 |
|
| Eaton Corp SHS (ETN) | 0.1 | $5.3M | 22k | 240.80 |
|
|
| Raytheon Technologies Corp (RTX) | 0.1 | $5.2M | +32% | 62k | 84.14 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $5.2M | 67k | 78.02 |
|
|
| Progressive Corporation (PGR) | 0.1 | $5.1M | +14% | 32k | 159.27 |
|
| Illinois Tool Works (ITW) | 0.1 | $5.1M | +3% | 20k | 261.94 |
|
| Roper Industries (ROP) | 0.1 | $5.1M | +7% | 9.4k | 544.93 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $5.1M | 41k | 124.97 |
|
|
| Marsh & McLennan Companies (MMC) | 0.1 | $5.0M | +6% | 27k | 189.47 |
|
| Lululemon Athletica (LULU) | 0.1 | $5.0M | +4% | 9.8k | 511.29 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $5.0M | +6% | 103k | 47.90 |
|
| Analog Devices (ADI) | 0.1 | $4.8M | +3% | 24k | 198.56 |
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| Automatic Data Processing (ADP) | 0.1 | $4.8M | +6% | 20k | 232.95 |
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| Palo Alto Networks (PANW) | 0.1 | $4.7M | +18% | 16k | 294.86 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $4.7M | +194% | 121k | 39.03 |
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| Rockwell Automation (ROK) | 0.1 | $4.7M | 15k | 310.52 |
|
|
| Workday Cl A (WDAY) | 0.1 | $4.7M | +21% | 17k | 276.06 |
|
| Metropcs Communications (TMUS) | 0.1 | $4.6M | +12% | 29k | 160.33 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $4.6M | 25k | 187.91 |
|
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $4.5M | 21k | 212.83 |
|
|
| Doubleline Yield (DLY) | 0.1 | $4.5M | 303k | 14.87 |
|
|
| General Electric Com New (GE) | 0.1 | $4.5M | +9% | 35k | 127.63 |
|
| O'reilly Automotive (ORLY) | 0.1 | $4.5M | +5% | 4.7k | 950.08 |
|
| Target Corporation (TGT) | 0.1 | $4.5M | +79% | 32k | 142.45 |
|
| Gaming & Leisure Pptys (GLPI) | 0.1 | $4.5M | 90k | 49.35 |
|
|
| Southern Company (SO) | 0.1 | $4.4M | +5% | 63k | 70.13 |
|
| Aon Shs Cl A (AON) | 0.1 | $4.4M | -2% | 15k | 291.01 |
|
| Pfizer (PFE) | 0.1 | $4.4M | +18% | 152k | 28.79 |
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| Huron Consulting (HURN) | 0.1 | $4.4M | 42k | 102.80 |
|
|
| American Express Company (AXP) | 0.1 | $4.3M | +11% | 23k | 187.34 |
|
| Iqvia Holdings (IQV) | 0.1 | $4.3M | +7% | 18k | 231.38 |
|
| Amphenol Corp Cl A (APH) | 0.1 | $4.2M | +4% | 43k | 99.13 |
|
| Verizon Communications (VZ) | 0.1 | $4.2M | -2% | 112k | 37.70 |
|
| Azek Cl A (AZEK) | 0.1 | $4.2M | NEW | 110k | 38.25 |
|
| Autodesk (ADSK) | 0.1 | $4.2M | +21% | 17k | 243.48 |
|
| Philip Morris International (PM) | 0.1 | $4.2M | +22% | 44k | 94.08 |
|
| Zoetis Cl A (ZTS) | 0.1 | $4.2M | +11% | 21k | 197.35 |
|
| Edwards Lifesciences (EW) | 0.1 | $4.1M | -2% | 53k | 76.25 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $3.9M | +28% | 4.4k | 878.31 |
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| Micron Technology (MU) | 0.1 | $3.9M | +18% | 46k | 85.35 |
|
| Kla Corp Com New (KLAC) | 0.1 | $3.9M | +11% | 6.7k | 581.36 |
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| Twilio Cl A (TWLO) | 0.1 | $3.8M | 51k | 75.87 |
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| Prologis (PLD) | 0.1 | $3.7M | -17% | 28k | 133.30 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $3.7M | +10% | 23k | 165.25 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $3.7M | +18% | 47k | 78.96 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $3.7M | +40% | 38k | 97.04 |
|
| Northrop Grumman Corporation (NOC) | 0.1 | $3.7M | +8% | 7.8k | 468.04 |
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $3.6M | -3% | 16k | 227.29 |
|
| stock | 0.1 | $3.6M | 24k | 152.35 |
|
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $3.6M | -5% | 19k | 192.48 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $3.6M | +8% | 6.5k | 555.05 |
|
| Coursera (COUR) | 0.1 | $3.6M | -28% | 183k | 19.37 |
|
| Monster Beverage Corp (MNST) | 0.1 | $3.5M | +22% | 61k | 57.61 |
|
| At&t (T) | 0.1 | $3.5M | +25% | 210k | 16.78 |
|
| Medtronic SHS (MDT) | 0.1 | $3.4M | -33% | 42k | 82.38 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.4M | -2% | 6.7k | 507.38 |
|
| FedEx Corporation (FDX) | 0.1 | $3.4M | +7% | 14k | 252.98 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $3.3M | 261k | 12.74 |
|
|
| Nextera Energy (NEE) | 0.1 | $3.3M | +3% | 54k | 60.74 |
|
| Copart (CPRT) | 0.1 | $3.3M | +10% | 67k | 49.00 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.3M | 22k | 149.50 |
|
|
| Marvell Technology (MRVL) | 0.1 | $3.3M | 54k | 60.31 |
|
|
| Waste Management (WM) | 0.1 | $3.3M | +15% | 18k | 179.11 |
|
| Inari Medical Ord (NARI) | 0.1 | $3.2M | 50k | 64.92 |
|
|
| CSX Corporation (CSX) | 0.1 | $3.2M | +7% | 93k | 34.67 |
|
| Lyft Cl A Com (LYFT) | 0.1 | $3.2M | -2% | 216k | 14.99 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $3.2M | +7% | 14k | 225.50 |
|
| Fiserv (FI) | 0.1 | $3.2M | +3% | 24k | 132.84 |
|
| Anthem (ELV) | 0.1 | $3.2M | +14% | 6.8k | 471.57 |
|
| Select Sector Spdr Tr Energy (XLE) | 0.1 | $3.2M | +40% | 38k | 83.84 |
|
| Spdr Ser Tr Comp Software (XSW) | 0.1 | $3.1M | 21k | 150.33 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $3.1M | +11% | 1.4k | 2286.36 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $3.1M | +8% | 30k | 103.45 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.0M | -7% | 59k | 51.31 |
|
| Public Storage (PSA) | 0.1 | $3.0M | -25% | 9.9k | 304.99 |
|
| Moody's Corporation (MCO) | 0.1 | $3.0M | +7% | 7.7k | 390.56 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $3.0M | +4% | 52k | 57.81 |
|
| Intercontinental Exchange (ICE) | 0.0 | $2.9M | +14% | 23k | 128.43 |
|
| McKesson Corporation (MCK) | 0.0 | $2.9M | +10% | 6.3k | 462.70 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $2.9M | +10% | 9.3k | 311.87 |
|
| Block Cl A (SQ) | 0.0 | $2.9M | +30% | 37k | 77.35 |
|
| Digitalocean Hldgs (DOCN) | 0.0 | $2.9M | 79k | 36.69 |
|
|
| Spdr Ser Tr Bloomberg High Y (JNK) | 0.0 | $2.9M | +2% | 30k | 94.73 |
|
| Wisdomtree Tr Glb Us Qtly Div (DNL) | 0.0 | $2.8M | 77k | 36.99 |
|
|
| MercadoLibre (MELI) | 0.0 | $2.8M | 1.8k | 1571.54 |
|
|
| General Motors Company (GM) | 0.0 | $2.8M | -18% | 78k | 35.92 |
|
| Doximity Cl A (DOCS) | 0.0 | $2.8M | 100k | 28.04 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $2.8M | +8% | 12k | 243.89 |
|
| Atlas Energy Solutions Com New (AESI) | 0.0 | $2.8M | NEW | 162k | 17.22 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $2.8M | +2% | 3.7k | 756.88 |
|
| Schlumberger Com Stk (SLB) | 0.0 | $2.8M | +4% | 53k | 52.04 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $2.8M | +27% | 49k | 56.40 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $2.7M | +3% | 13k | 213.33 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $2.7M | +16% | 5.9k | 460.73 |
|
| Microchip Technology (MCHP) | 0.0 | $2.7M | +6% | 30k | 90.18 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $2.7M | +4% | 23k | 117.22 |
|
| American Tower Reit (AMT) | 0.0 | $2.7M | +66% | 12k | 215.87 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $2.7M | +195% | 193k | 13.80 |
|
| Msci (MSCI) | 0.0 | $2.6M | +6% | 4.7k | 565.73 |
|
| Air Products & Chemicals (APD) | 0.0 | $2.6M | +27% | 9.6k | 273.80 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $2.6M | +3% | 9.4k | 277.15 |
|
Past Filings by Ieq Capital
SEC 13F filings are viewable for Ieq Capital going back to 2019
- Ieq Capital 2023 Q4 filed Feb. 7, 2024
- Ieq Capital 2023 Q3 filed Nov. 6, 2023
- Ieq Capital 2023 Q2 filed Aug. 8, 2023
- Ieq Capital 2023 Q1 filed May 2, 2023
- Ieq Capital 2022 Q4 filed Feb. 6, 2023
- Ieq Capital 2022 Q3 filed Nov. 4, 2022
- Ieq Capital 2022 Q2 filed July 27, 2022
- Ieq Capital 2022 Q1 filed April 26, 2022
- Ieq Capital 2021 Q4 filed Jan. 31, 2022
- Ieq Capital 2021 Q3 filed Nov. 9, 2021
- Ieq Capital 2021 Q2 filed July 29, 2021
- Ieq Capital 2021 Q1 filed May 4, 2021
- Ieq Capital 2020 Q4 filed Feb. 3, 2021
- Ieq Capital 2020 Q3 filed Nov. 3, 2020
- Ieq Capital 2020 Q2 filed July 31, 2020
- Ieq Capital 2020 Q1 filed May 7, 2020