Ieq Capital
Latest statistics and disclosures from Ieq Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are META, RBLX, AAPL, MSFT, SPY, and represent 24.79% of Ieq Capital's stock portfolio.
- Added to shares of these 10 stocks: NVDA (+$231M), UPBD (+$79M), MSFT (+$24M), IVV (+$21M), AMZN (+$17M), AAPL (+$15M), CRWD (+$14M), SPY (+$12M), BX (+$11M), IWF (+$11M).
- Started 78 new stock positions in DFIV, NWG, TWI, VSTS, CASY, VST, TAK, HLT, VRT, AER.
- Reduced shares in these 10 stocks: COIN (-$84M), RBLX (-$37M), OEF (-$18M), HCP (-$9.7M), CRM (-$7.6M), QQQ (-$6.8M), CPNG (-$5.9M), SNAP (-$5.0M), NU, ABBV.
- Sold out of its positions in ACCD, BAC.PL, BBWI, BIO, BNL, Buzzfeed Inc Class A, CZR, CRL, CORZ, QNCX.
- Ieq Capital was a net buyer of stock by $512M.
- Ieq Capital has $7.4B in assets under management (AUM), dropping by 6.77%.
- Central Index Key (CIK): 0001779789
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Portfolio Holdings for Ieq Capital
Ieq Capital holds 1005 positions in its portfolio as reported in the June 2024 quarterly 13F filing
Ieq Capital has 1005 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ieq Capital June 30, 2024 positions
- Download the Ieq Capital June 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 5.8 | $430M | 852k | 504.22 |
|
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| Roblox Corp Cl A (RBLX) | 5.7 | $425M | -7% | 11M | 37.21 |
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| Apple (AAPL) | 4.7 | $353M | +4% | 1.7M | 210.62 |
|
| Microsoft Corporation (MSFT) | 4.3 | $322M | +8% | 721k | 446.95 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.2 | $313M | +3% | 575k | 544.21 |
|
| NVIDIA Corporation (NVDA) | 3.4 | $255M | +973% | 2.1M | 123.54 |
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| Amazon (AMZN) | 3.1 | $231M | +8% | 1.2M | 193.25 |
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| Ishares Tr S&p 100 Etf (OEF) | 3.0 | $220M | -7% | 831k | 264.30 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.9 | $219M | +7% | 570k | 383.19 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $203M | -3% | 423k | 479.13 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $173M | +4% | 950k | 182.15 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $148M | +3% | 297k | 500.13 |
|
| Rent-A-Center (UPBD) | 2.0 | $148M | +112% | 4.8M | 30.70 |
|
| Snowflake Cl A (SNOW) | 1.8 | $132M | 975k | 135.09 |
|
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $114M | +3% | 622k | 183.42 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.3 | $99M | +12% | 271k | 364.51 |
|
| salesforce (CRM) | 1.3 | $97M | -7% | 379k | 257.10 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 1.0 | $71M | +4% | 265k | 267.51 |
|
| Neurocrine Biosciences (NBIX) | 0.9 | $70M | 506k | 137.67 |
|
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| Ishares Tr Core S&p500 Etf (IVV) | 0.8 | $61M | +53% | 111k | 547.23 |
|
| Coinbase Global Com Cl A (COIN) | 0.8 | $57M | -59% | 258k | 222.23 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $56M | +3% | 138k | 406.80 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $55M | 301k | 182.55 |
|
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| JPMorgan Chase & Co. (JPM) | 0.7 | $55M | +6% | 270k | 202.26 |
|
| Costco Wholesale Corporation (COST) | 0.7 | $54M | +5% | 64k | 849.98 |
|
| Broadcom (AVGO) | 0.7 | $54M | +10% | 33k | 1605.52 |
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.7 | $53M | -7% | 4.1M | 12.89 |
|
| Datadog Cl A Com (DDOG) | 0.7 | $51M | 395k | 129.70 |
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|
| Eli Lilly & Co. (LLY) | 0.7 | $49M | +11% | 55k | 905.38 |
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| Visa Com Cl A (V) | 0.6 | $41M | +4% | 156k | 262.47 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.5 | $37M | +16% | 188k | 197.11 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.5 | $37M | +17% | 123k | 297.54 |
|
| Tesla Motors (TSLA) | 0.5 | $36M | +17% | 183k | 197.88 |
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| Netflix (NFLX) | 0.5 | $36M | +15% | 54k | 674.88 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.5 | $34M | +4% | 91k | 374.01 |
|
| Vanguard World Mega Cap Index (MGC) | 0.5 | $34M | 171k | 197.29 |
|
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| UnitedHealth (UNH) | 0.4 | $32M | +4% | 63k | 509.26 |
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| Home Depot (HD) | 0.4 | $29M | +10% | 84k | 344.23 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.4 | $29M | +65% | 230k | 123.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.4 | $28M | +5% | 51k | 555.54 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $28M | +5% | 64k | 441.16 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $28M | 110k | 249.62 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.4 | $27M | +48% | 257k | 106.67 |
|
| Sentinelone Cl A (S) | 0.4 | $26M | 1.2M | 21.05 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.3 | $26M | 84k | 308.67 |
|
|
| Hashicorp Com Cl A (HCP) | 0.3 | $24M | -28% | 715k | 33.69 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.3 | $23M | -5% | 38.00 | 612241.00 |
|
| Atlassian Corporation Cl A (TEAM) | 0.3 | $23M | 129k | 176.89 |
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| Uber Technologies (UBER) | 0.3 | $23M | +8% | 314k | 72.68 |
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| Joby Aviation Common Stock (JOBY) | 0.3 | $23M | +68% | 4.4M | 5.10 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $22M | 284k | 78.33 |
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| Procter & Gamble Company (PG) | 0.3 | $22M | +13% | 132k | 164.92 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $21M | +7% | 38k | 553.02 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $21M | +27% | 182k | 115.12 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $20M | 35k | 576.58 |
|
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| Oracle Corporation (ORCL) | 0.3 | $20M | +11% | 141k | 141.20 |
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| Applied Materials (AMAT) | 0.3 | $19M | +5% | 82k | 235.99 |
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| Johnson & Johnson (JNJ) | 0.3 | $19M | -7% | 131k | 146.16 |
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| Uipath Cl A (PATH) | 0.2 | $18M | +2% | 1.4M | 12.68 |
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| Abbvie (ABBV) | 0.2 | $18M | -19% | 105k | 171.52 |
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| Walt Disney Company (DIS) | 0.2 | $18M | 179k | 99.29 |
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| Doordash Cl A (DASH) | 0.2 | $18M | +6% | 162k | 108.78 |
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| Pepsi (PEP) | 0.2 | $17M | +5% | 106k | 164.93 |
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| Synopsys (SNPS) | 0.2 | $17M | +12% | 29k | 595.06 |
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| Tenable Hldgs (TENB) | 0.2 | $17M | 392k | 43.58 |
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| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $17M | 54k | 314.21 |
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| Merck & Co (MRK) | 0.2 | $16M | +21% | 132k | 123.80 |
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| Amgen (AMGN) | 0.2 | $16M | +7% | 52k | 312.45 |
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| Chevron Corporation (CVX) | 0.2 | $16M | +9% | 103k | 156.42 |
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| Servicenow (NOW) | 0.2 | $16M | -6% | 20k | 786.66 |
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| Lam Research Corporation (LRCX) | 0.2 | $16M | +5% | 15k | 1064.88 |
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| Advanced Micro Devices (AMD) | 0.2 | $16M | +10% | 96k | 162.21 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $16M | +7% | 138k | 112.40 |
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| Procore Technologies (PCOR) | 0.2 | $15M | 233k | 66.31 |
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| Wisdomtree Tr Us Largecap Fund (EPS) | 0.2 | $15M | 265k | 56.88 |
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| Wal-Mart Stores (WMT) | 0.2 | $15M | +12% | 218k | 67.71 |
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| Toast Cl A (TOST) | 0.2 | $14M | 558k | 25.77 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.2 | $14M | +37% | 156k | 91.78 |
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| Pinterest Cl A (PINS) | 0.2 | $14M | -8% | 312k | 44.07 |
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| Airbnb Com Cl A (ABNB) | 0.2 | $14M | +4% | 90k | 151.63 |
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| Opendoor Technologies (OPEN) | 0.2 | $14M | 7.3M | 1.84 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $13M | -2% | 44k | 303.41 |
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| Intuit (INTU) | 0.2 | $13M | +3% | 20k | 657.15 |
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| Booking Holdings (BKNG) | 0.2 | $12M | +7% | 3.1k | 3961.90 |
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| Bank of America Corporation (BAC) | 0.2 | $12M | +17% | 306k | 39.77 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $12M | +15% | 166k | 72.64 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $12M | +10% | 27k | 444.86 |
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| Goldman Sachs (GS) | 0.2 | $12M | +9% | 26k | 452.32 |
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| Arista Networks (ANET) | 0.2 | $12M | +8% | 34k | 350.48 |
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| Stryker Corporation (SYK) | 0.2 | $12M | +6% | 35k | 340.24 |
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| Wisdomtree Tr Us Midcap Fund (EZM) | 0.2 | $12M | +6% | 205k | 57.79 |
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| Cisco Systems (CSCO) | 0.2 | $12M | +5% | 248k | 47.51 |
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| Abbott Laboratories (ABT) | 0.2 | $11M | +2% | 109k | 103.91 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.2 | $11M | +2% | 121k | 92.54 |
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| Qualcomm (QCOM) | 0.1 | $11M | +18% | 56k | 199.18 |
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| Linde SHS (LIN) | 0.1 | $11M | +12% | 25k | 438.81 |
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| Lowe's Companies (LOW) | 0.1 | $11M | -8% | 50k | 220.46 |
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| Morgan Stanley Com New (MS) | 0.1 | $11M | +6% | 111k | 97.19 |
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| Coca-Cola Company (KO) | 0.1 | $11M | +16% | 170k | 63.65 |
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| Palo Alto Networks (PANW) | 0.1 | $10M | +72% | 30k | 339.01 |
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| Honeywell International (HON) | 0.1 | $10M | +9% | 48k | 213.55 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $9.9M | +9% | 21k | 468.72 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $9.7M | 82k | 118.60 |
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| Freshworks Class A Com (FRSH) | 0.1 | $9.7M | 761k | 12.69 |
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| McDonald's Corporation (MCD) | 0.1 | $9.4M | -18% | 37k | 254.86 |
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| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $9.4M | 51k | 182.01 |
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| Wells Fargo & Company (WFC) | 0.1 | $9.3M | +12% | 156k | 59.39 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $9.0M | +33% | 149k | 60.30 |
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| Chubb (CB) | 0.1 | $8.9M | +5% | 35k | 255.05 |
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| Danaher Corporation (DHR) | 0.1 | $8.9M | +16% | 36k | 249.85 |
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| Eaton Corp SHS (ETN) | 0.1 | $8.7M | +14% | 28k | 313.47 |
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| Cintas Corporation (CTAS) | 0.1 | $8.6M | +6% | 12k | 700.20 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $8.6M | +4% | 219k | 39.16 |
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| Align Technology (ALGN) | 0.1 | $8.6M | 35k | 241.43 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $8.5M | +13% | 44k | 194.53 |
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| Braze Com Cl A (BRZE) | 0.1 | $8.5M | 219k | 38.84 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $8.3M | +26% | 41k | 202.89 |
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| TJX Companies (TJX) | 0.1 | $8.3M | +7% | 75k | 110.10 |
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| BlackRock (BLK) | 0.1 | $8.2M | +5% | 11k | 787.21 |
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| Arthur J. Gallagher & Co. (AJG) | 0.1 | $8.1M | +6% | 31k | 259.31 |
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| Cadence Design Systems (CDNS) | 0.1 | $8.1M | +19% | 26k | 307.75 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $8.1M | 213k | 37.95 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $8.0M | 26k | 313.79 |
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| Caterpillar (CAT) | 0.1 | $7.9M | +11% | 24k | 333.10 |
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| Progressive Corporation (PGR) | 0.1 | $7.9M | +8% | 38k | 207.69 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $7.8M | -4% | 146k | 53.53 |
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| General Dynamics Corporation (GD) | 0.1 | $7.6M | +17% | 26k | 290.13 |
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| Paypal Holdings (PYPL) | 0.1 | $7.6M | -12% | 130k | 58.03 |
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| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $7.5M | -12% | 63k | 119.32 |
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| Varonis Sys (VRNS) | 0.1 | $7.4M | 155k | 47.97 |
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| Raytheon Technologies Corp (RTX) | 0.1 | $7.4M | +10% | 74k | 100.39 |
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| Micron Technology (MU) | 0.1 | $7.4M | +10% | 56k | 131.53 |
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| Nike CL B (NKE) | 0.1 | $7.3M | -20% | 97k | 75.37 |
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| Pacific Premier Ban (PPBI) | 0.1 | $7.3M | 317k | 22.97 |
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| Draftkings Com Cl A (DKNG) | 0.1 | $7.2M | 190k | 38.17 |
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| Mondelez Intl Cl A (MDLZ) | 0.1 | $7.2M | +2% | 111k | 65.44 |
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| ConocoPhillips (COP) | 0.1 | $7.2M | +6% | 63k | 114.38 |
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| S&p Global (SPGI) | 0.1 | $7.1M | +12% | 16k | 446.00 |
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| Block Cl A (SQ) | 0.1 | $7.0M | +179% | 109k | 64.49 |
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| International Business Machines (IBM) | 0.1 | $7.0M | +9% | 40k | 172.95 |
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| Snap Cl A (SNAP) | 0.1 | $6.9M | -41% | 418k | 16.61 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $6.8M | +5% | 72k | 93.81 |
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| Ge Aerospace Com New (GE) | 0.1 | $6.7M | +4% | 42k | 158.97 |
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| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $6.7M | +2% | 117k | 57.61 |
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| Kla Corp Com New (KLAC) | 0.1 | $6.5M | +8% | 7.9k | 824.51 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $6.5M | 40k | 164.28 |
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| Intel Corporation (INTC) | 0.1 | $6.5M | -15% | 210k | 30.97 |
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| American Express Company (AXP) | 0.1 | $6.5M | +13% | 28k | 231.55 |
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| Analog Devices (ADI) | 0.1 | $6.5M | +9% | 28k | 228.26 |
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| Union Pacific Corporation (UNP) | 0.1 | $6.4M | 28k | 226.26 |
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| Marsh & McLennan Companies (MMC) | 0.1 | $6.4M | +6% | 30k | 210.75 |
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| Amphenol Corp Cl A (APH) | 0.1 | $6.3M | +107% | 94k | 67.37 |
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| Target Corporation (TGT) | 0.1 | $6.3M | +21% | 43k | 148.04 |
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| Pfizer (PFE) | 0.1 | $6.3M | +15% | 225k | 27.98 |
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| Verizon Communications (VZ) | 0.1 | $6.3M | +18% | 152k | 41.24 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $6.3M | +12% | 13k | 467.19 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $6.3M | 77k | 81.08 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $6.2M | -7% | 29k | 215.01 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $6.2M | +14% | 125k | 49.42 |
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| At&t (T) | 0.1 | $6.1M | +30% | 317k | 19.11 |
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| Metropcs Communications (TMUS) | 0.1 | $6.0M | +11% | 34k | 176.16 |
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| Starbucks Corporation (SBUX) | 0.1 | $5.9M | -20% | 76k | 77.85 |
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| Southern Company (SO) | 0.1 | $5.8M | +7% | 75k | 77.57 |
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| Regeneron Pharmaceuticals (REGN) | 0.1 | $5.8M | +10% | 5.5k | 1051.03 |
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| Roper Industries (ROP) | 0.1 | $5.8M | +6% | 10k | 563.64 |
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| Edwards Lifesciences (EW) | 0.1 | $5.8M | +7% | 63k | 92.37 |
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| Deere & Company (DE) | 0.1 | $5.7M | +5% | 15k | 373.63 |
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| Automatic Data Processing (ADP) | 0.1 | $5.7M | +10% | 24k | 238.71 |
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| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $5.7M | 213k | 26.67 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $5.7M | +6204% | 91k | 62.65 |
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| Coupang Cl A (CPNG) | 0.1 | $5.7M | -50% | 271k | 20.95 |
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| Silicon Laboratories (SLAB) | 0.1 | $5.6M | 50k | 110.63 |
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| O'reilly Automotive (ORLY) | 0.1 | $5.5M | +4% | 5.2k | 1055.97 |
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| Rocket Lab Usa (RKLB) | 0.1 | $5.5M | NEW | 1.1M | 4.80 |
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| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $5.4M | +6% | 43k | 127.18 |
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| Boeing Company (BA) | 0.1 | $5.3M | +11% | 29k | 182.01 |
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| Anthem (ELV) | 0.1 | $5.3M | +16% | 9.8k | 541.90 |
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| Nextera Energy (NEE) | 0.1 | $5.3M | +27% | 74k | 70.81 |
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| Philip Morris International (PM) | 0.1 | $5.1M | +10% | 50k | 101.33 |
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| Medtronic SHS (MDT) | 0.1 | $5.1M | +18% | 65k | 78.71 |
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| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $5.1M | 21k | 239.60 |
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| Illinois Tool Works (ITW) | 0.1 | $5.0M | +3% | 21k | 236.96 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $5.0M | +15% | 4.9k | 1022.78 |
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| Okta Cl A (OKTA) | 0.1 | $5.0M | -5% | 53k | 93.61 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $4.9M | 34k | 142.75 |
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| Copart (CPRT) | 0.1 | $4.9M | +9% | 91k | 54.16 |
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| Boston Scientific Corporation (BSX) | 0.1 | $4.9M | +10% | 63k | 77.01 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $4.9M | +8% | 49k | 100.23 |
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| Rockwell Automation (ROK) | 0.1 | $4.9M | 18k | 275.27 |
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| Fiserv (FI) | 0.1 | $4.8M | +7% | 32k | 149.04 |
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| Doubleline Yield (DLY) | 0.1 | $4.8M | 303k | 15.78 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $4.8M | -29% | 65k | 73.69 |
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| General Motors Company (GM) | 0.1 | $4.8M | +8% | 103k | 46.46 |
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| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.8M | 21k | 226.24 |
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| Gilead Sciences (GILD) | 0.1 | $4.7M | +3% | 69k | 68.61 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $4.7M | 57k | 83.22 |
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| Dropbox Cl A (DBX) | 0.1 | $4.7M | 210k | 22.47 |
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| Azek Cl A (AZEK) | 0.1 | $4.6M | 110k | 42.13 |
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| Aon Shs Cl A (AON) | 0.1 | $4.5M | 16k | 293.58 |
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| McKesson Corporation (MCK) | 0.1 | $4.5M | +12% | 7.8k | 583.91 |
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| Autodesk (ADSK) | 0.1 | $4.5M | +2% | 18k | 247.45 |
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| Waste Management (WM) | 0.1 | $4.4M | +7% | 21k | 213.36 |
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| Trane Technologies SHS (TT) | 0.1 | $4.4M | +7% | 13k | 328.98 |
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| Casey's General Stores (CASY) | 0.1 | $4.4M | NEW | 11k | 381.57 |
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| Twilio Cl A (TWLO) | 0.1 | $4.4M | +34% | 77k | 56.81 |
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| Workday Cl A (WDAY) | 0.1 | $4.3M | +5% | 19k | 223.56 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $4.2M | +17% | 7.9k | 535.08 |
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| FedEx Corporation (FDX) | 0.1 | $4.2M | +4% | 14k | 299.92 |
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| Gaming & Leisure Pptys (GLPI) | 0.1 | $4.1M | 91k | 45.21 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $4.1M | +29% | 8.1k | 505.82 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $4.1M | +5% | 17k | 241.77 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $4.0M | +29% | 63k | 64.25 |
|
| Iqvia Holdings (IQV) | 0.1 | $4.0M | 19k | 211.44 |
|
|
| Zoetis Cl A (ZTS) | 0.1 | $4.0M | -2% | 23k | 173.34 |
|
| Public Storage (PSA) | 0.1 | $3.9M | +7% | 14k | 287.64 |
|
| Marvell Technology (MRVL) | 0.1 | $3.9M | +2% | 56k | 69.90 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $3.8M | +5% | 151k | 25.33 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $3.8M | -36% | 166k | 22.71 |
|
| Moody's Corporation (MCO) | 0.1 | $3.8M | +9% | 9.0k | 420.93 |
|
| Cerus Corporation (CERS) | 0.1 | $3.8M | 2.1M | 1.76 |
|
|
| Citigroup Com New (C) | 0.1 | $3.8M | +20% | 59k | 63.46 |
|
| Fortinet (FTNT) | 0.1 | $3.8M | 63k | 60.27 |
|
|
| Colgate-Palmolive Company (CL) | 0.1 | $3.7M | +22% | 39k | 97.04 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.7M | -8% | 23k | 160.41 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $3.7M | -10% | 21k | 174.47 |
|
| Intercontinental Exchange (ICE) | 0.0 | $3.7M | +9% | 27k | 136.89 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $3.7M | +4% | 7.6k | 487.20 |
|
| CSX Corporation (CSX) | 0.0 | $3.7M | +4% | 110k | 33.45 |
|
| Apollo Global Mgmt (APO) | 0.0 | $3.6M | +3% | 31k | 118.07 |
|
| Labcorp Holdings Com Shs (LH) | 0.0 | $3.6M | NEW | 18k | 203.51 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $3.6M | +11% | 21k | 173.48 |
|
| Prologis (PLD) | 0.0 | $3.6M | 32k | 112.31 |
|
|
| Motorola Solutions Com New (MSI) | 0.0 | $3.5M | +10% | 9.0k | 386.04 |
|
| Maplebear (CART) | 0.0 | $3.4M | -6% | 107k | 32.14 |
|
| Monster Beverage Corp (MNST) | 0.0 | $3.4M | 69k | 49.95 |
|
|
| MercadoLibre (MELI) | 0.0 | $3.4M | +11% | 2.0k | 1643.24 |
|
| Wisdomtree Tr Cloud Computng (WCLD) | 0.0 | $3.3M | +125% | 106k | 31.59 |
|
| Cigna Corp (CI) | 0.0 | $3.3M | +9% | 10k | 330.58 |
|
| American Tower Reit (AMT) | 0.0 | $3.2M | +15% | 17k | 194.38 |
|
| Ameriprise Financial (AMP) | 0.0 | $3.2M | +5% | 7.6k | 427.04 |
|
| Atlas Energy Solutions Com New (AESI) | 0.0 | $3.2M | 162k | 19.93 |
|
|
| Sherwin-Williams Company (SHW) | 0.0 | $3.2M | +8% | 11k | 298.41 |
|
| Energy Transfer Com Ut Ltd Ptn (ET) | 0.0 | $3.2M | +8% | 198k | 16.22 |
|
| Constellation Energy (CEG) | 0.0 | $3.2M | +13% | 16k | 200.27 |
|
| Ishares Tr Core S&p Ttl Stk (ITOT) | 0.0 | $3.2M | +138% | 27k | 118.78 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $3.2M | 26k | 120.98 |
|
|
| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.0 | $3.2M | +3% | 31k | 103.28 |
|
| Huron Consulting (HURN) | 0.0 | $3.2M | -30% | 32k | 98.50 |
|
| Spdr Ser Tr Comp Software (XSW) | 0.0 | $3.1M | 21k | 151.11 |
|
|
| Udr (UDR) | 0.0 | $3.1M | 76k | 41.15 |
|
Past Filings by Ieq Capital
SEC 13F filings are viewable for Ieq Capital going back to 2019
- Ieq Capital 2024 Q2 filed Aug. 12, 2024
- Ieq Capital 2024 Q1 filed May 9, 2024
- 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