Ieq Capital
Latest statistics and disclosures from Ieq Capital's latest quarterly 13F-HR filing:
- Top 5 stock holdings are RBLX, META, SPY, MSFT, AAPL, and represent 24.94% of Ieq Capital's stock portfolio.
- Added to shares of these 10 stocks: RBLX (+$103M), COIN (+$50M), UPBD (+$30M), NU (+$26M), PCOR (+$19M), IJR (+$18M), SPY (+$16M), MSFT (+$15M), TOST (+$12M), PATH (+$12M).
- Started 90 new stock positions in GDOT, CTLT, GTLB, MOBX, HAFC, GL, IAK, WCLD, DKS, CFFN.
- Reduced shares in these 10 stocks: S (-$13M), ACCD (-$9.0M), OEF (-$8.8M), QQQM (-$7.4M), XLV (-$5.3M), TSLA, stock, DKNG, QQQ, RBA.
- Sold out of its positions in AWP, AOD, ADX, BABA, AGR, BIDU, BOE, BTZ, Blackrock Kelso Capital, BSL.
- Ieq Capital was a net buyer of stock by $487M.
- Ieq Capital has $7.0B in assets under management (AUM), dropping by 15.77%.
- Central Index Key (CIK): 0001779789
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Portfolio Holdings for Ieq Capital
Ieq Capital holds 973 positions in its portfolio as reported in the March 2024 quarterly 13F filing
Ieq Capital has 973 total positions. Only the first 250 positions are shown.
- Sign up to view all of the Ieq Capital March 31, 2024 positions
- Download the Ieq Capital March 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Roblox Corp Cl A (RBLX) | 6.8 | $474M | +27% | 12M | 38.18 |
|
| Meta Platforms Cl A (META) | 6.0 | $417M | 858k | 485.58 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.2 | $289M | +5% | 553k | 523.01 |
|
| Microsoft Corporation (MSFT) | 4.0 | $280M | +5% | 667k | 420.72 |
|
| Apple (AAPL) | 4.0 | $275M | +4% | 1.6M | 171.48 |
|
| Ishares Tr S&p 100 Etf (OEF) | 3.2 | $223M | -3% | 899k | 247.41 |
|
| Amazon (AMZN) | 2.9 | $199M | 1.1M | 180.38 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.8 | $194M | 438k | 443.86 |
|
|
| NVIDIA Corporation (NVDA) | 2.5 | $173M | +6% | 192k | 903.55 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 2.5 | $171M | 533k | 320.59 |
|
|
| Coinbase Global Com Cl A (COIN) | 2.4 | $168M | +42% | 634k | 265.12 |
|
| Snowflake Cl A (SNOW) | 2.2 | $155M | 960k | 161.60 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 2.0 | $137M | +4% | 286k | 480.70 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $137M | 906k | 150.93 |
|
|
| salesforce (CRM) | 1.8 | $123M | 408k | 301.18 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $91M | 600k | 152.26 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 1.2 | $81M | +3% | 241k | 337.05 |
|
| Rent-A-Center (UPBD) | 1.1 | $80M | +61% | 2.3M | 35.21 |
|
| Neurocrine Biosciences (NBIX) | 1.0 | $70M | +4% | 506k | 137.92 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.9 | $66M | +10% | 254k | 259.90 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $57M | +7% | 134k | 420.52 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.8 | $55M | 302k | 182.61 |
|
|
| Nu Hldgs Ord Shs Cl A (NU) | 0.8 | $54M | +91% | 4.5M | 11.93 |
|
| JPMorgan Chase & Co. (JPM) | 0.7 | $51M | +4% | 254k | 200.30 |
|
| Datadog Cl A Com (DDOG) | 0.7 | $49M | 397k | 123.60 |
|
|
| Costco Wholesale Corporation (COST) | 0.6 | $45M | +4% | 61k | 732.63 |
|
| Visa Com Cl A (V) | 0.6 | $42M | +5% | 149k | 279.08 |
|
| Broadcom (AVGO) | 0.6 | $40M | +7% | 30k | 1325.54 |
|
| Eli Lilly & Co. (LLY) | 0.5 | $38M | +8% | 49k | 777.96 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.5 | $38M | +3% | 72k | 525.73 |
|
| Vanguard World Mega Cap Index (MGC) | 0.5 | $32M | 173k | 186.87 |
|
|
| Uipath Cl A (PATH) | 0.5 | $32M | +59% | 1.4M | 22.67 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.4 | $30M | +2% | 105k | 288.07 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.4 | $30M | 87k | 344.20 |
|
|
| UnitedHealth (UNH) | 0.4 | $30M | 60k | 494.70 |
|
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.4 | $30M | -19% | 162k | 182.69 |
|
| Sentinelone Cl A (S) | 0.4 | $29M | -29% | 1.3M | 23.31 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $29M | +5% | 60k | 481.58 |
|
| Home Depot (HD) | 0.4 | $29M | +5% | 76k | 383.59 |
|
| Netflix (NFLX) | 0.4 | $28M | +6% | 47k | 607.33 |
|
| Tesla Motors (TSLA) | 0.4 | $27M | -13% | 156k | 175.79 |
|
| Hashicorp Com Cl A (HCP) | 0.4 | $27M | 1.0M | 26.95 |
|
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.4 | $27M | 112k | 239.81 |
|
|
| Ishares Tr Russell 3000 Etf (IWV) | 0.4 | $25M | 85k | 300.08 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.4 | $25M | 40.00 | 634440.00 |
|
|
| Atlassian Corporation Cl A (TEAM) | 0.4 | $25M | 129k | 195.12 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $24M | +2% | 48k | 504.60 |
|
| Abbvie (ABBV) | 0.3 | $24M | +45% | 130k | 182.10 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.3 | $23M | 281k | 79.86 |
|
|
| Uber Technologies (UBER) | 0.3 | $22M | 290k | 76.99 |
|
|
| Johnson & Johnson (JNJ) | 0.3 | $22M | +31% | 141k | 158.19 |
|
| Opendoor Technologies (OPEN) | 0.3 | $22M | 7.3M | 3.03 |
|
|
| Walt Disney Company (DIS) | 0.3 | $22M | +7% | 176k | 122.36 |
|
| Doordash Cl A (DASH) | 0.3 | $21M | 153k | 137.72 |
|
|
| Thermo Fisher Scientific (TMO) | 0.3 | $21M | +8% | 36k | 581.22 |
|
| Tenable Hldgs (TENB) | 0.3 | $19M | 393k | 49.43 |
|
|
| Procore Technologies (PCOR) | 0.3 | $19M | NEW | 233k | 82.17 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.3 | $19M | +2037% | 172k | 110.52 |
|
| Procter & Gamble Company (PG) | 0.3 | $19M | +7% | 117k | 162.25 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.3 | $19M | 35k | 524.33 |
|
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $18M | +8% | 139k | 131.37 |
|
| Pepsi (PEP) | 0.3 | $17M | -7% | 100k | 175.01 |
|
| Exxon Mobil Corporation (XOM) | 0.2 | $17M | +10% | 143k | 116.24 |
|
| Servicenow (NOW) | 0.2 | $17M | +6% | 22k | 762.33 |
|
| Applied Materials (AMAT) | 0.2 | $16M | +8% | 78k | 206.23 |
|
| Oracle Corporation (ORCL) | 0.2 | $16M | +8% | 127k | 125.61 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.2 | $16M | +5% | 45k | 346.61 |
|
| Advanced Micro Devices (AMD) | 0.2 | $16M | +11% | 87k | 180.49 |
|
| Vanguard World Mega Grwth Ind (MGK) | 0.2 | $16M | 55k | 286.61 |
|
|
| Chevron Corporation (CVX) | 0.2 | $15M | +24% | 95k | 157.74 |
|
| Synopsys (SNPS) | 0.2 | $15M | +2% | 26k | 571.50 |
|
| Wisdomtree Tr Us Largecap Fund (EPS) | 0.2 | $15M | 265k | 55.40 |
|
|
| Merck & Co (MRK) | 0.2 | $14M | +8% | 108k | 131.95 |
|
| Airbnb Com Cl A (ABNB) | 0.2 | $14M | 86k | 164.96 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.2 | $14M | 2.6M | 5.36 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.2 | $14M | -2% | 128k | 110.13 |
|
| Toast Cl A (TOST) | 0.2 | $14M | +740% | 560k | 24.92 |
|
| Lowe's Companies (LOW) | 0.2 | $14M | +4% | 54k | 254.74 |
|
| Amgen (AMGN) | 0.2 | $14M | +3% | 48k | 284.33 |
|
| Freshworks Class A Com (FRSH) | 0.2 | $14M | 751k | 18.21 |
|
|
| Lam Research Corporation (LRCX) | 0.2 | $14M | +4% | 14k | 971.63 |
|
| McDonald's Corporation (MCD) | 0.2 | $13M | +8% | 45k | 281.95 |
|
| Intuit (INTU) | 0.2 | $12M | +3% | 19k | 650.00 |
|
| Abbott Laboratories (ABT) | 0.2 | $12M | +14% | 107k | 113.66 |
|
| Stryker Corporation (SYK) | 0.2 | $12M | +5% | 33k | 357.86 |
|
| Pinterest Cl A (PINS) | 0.2 | $12M | +44% | 340k | 34.67 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.2 | $12M | 193k | 61.02 |
|
|
| Align Technology (ALGN) | 0.2 | $12M | 36k | 327.92 |
|
|
| Cisco Systems (CSCO) | 0.2 | $12M | +8% | 235k | 49.91 |
|
| Wal-Mart Stores (WMT) | 0.2 | $12M | +232% | 193k | 60.17 |
|
| Nike CL B (NKE) | 0.2 | $12M | 123k | 93.98 |
|
|
| Intel Corporation (INTC) | 0.2 | $11M | +4% | 248k | 44.17 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.2 | $11M | +2% | 143k | 74.22 |
|
| Booking Holdings (BKNG) | 0.2 | $11M | +4% | 2.9k | 3627.61 |
|
| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.1 | $10M | +31% | 114k | 91.80 |
|
| Linde SHS (LIN) | 0.1 | $10M | +7% | 22k | 464.14 |
|
| Goldman Sachs (GS) | 0.1 | $10M | +8% | 24k | 417.70 |
|
| Paypal Holdings (PYPL) | 0.1 | $10M | +13% | 149k | 66.99 |
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $10M | +2% | 118k | 84.44 |
|
| Bank of America Corporation (BAC) | 0.1 | $9.9M | +10% | 261k | 37.92 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $9.9M | 82k | 120.99 |
|
|
| Morgan Stanley Com New (MS) | 0.1 | $9.9M | +3% | 105k | 94.16 |
|
| Coupang Cl A (CPNG) | 0.1 | $9.8M | -14% | 550k | 17.79 |
|
| Braze Com Cl A (BRZE) | 0.1 | $9.8M | -2% | 220k | 44.30 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $9.7M | +8% | 24k | 399.06 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.1 | $9.5M | 51k | 186.81 |
|
|
| Arista Networks (ANET) | 0.1 | $9.1M | 31k | 289.98 |
|
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $9.1M | 209k | 43.35 |
|
|
| Honeywell International (HON) | 0.1 | $9.0M | 44k | 205.24 |
|
|
| Coca-Cola Company (KO) | 0.1 | $8.9M | +11% | 146k | 61.18 |
|
| Starbucks Corporation (SBUX) | 0.1 | $8.7M | 95k | 91.39 |
|
|
| Chubb (CB) | 0.1 | $8.6M | +6% | 33k | 259.11 |
|
| Draftkings Com Cl A (DKNG) | 0.1 | $8.6M | -27% | 190k | 45.41 |
|
| BlackRock (BLK) | 0.1 | $8.3M | +6% | 10k | 833.77 |
|
| Ishares Tr Esg Awr Msci Usa (ESGU) | 0.1 | $8.3M | +3620% | 72k | 114.96 |
|
| Snap Cl A (SNAP) | 0.1 | $8.3M | -6% | 720k | 11.48 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.1 | $8.0M | 209k | 38.47 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.1 | $8.0M | +6% | 19k | 418.01 |
|
| Wells Fargo & Company (WFC) | 0.1 | $8.0M | +12% | 139k | 57.96 |
|
| Cintas Corporation (CTAS) | 0.1 | $8.0M | +2% | 12k | 686.94 |
|
| Qualcomm (QCOM) | 0.1 | $7.9M | +10% | 47k | 169.29 |
|
| Ishares Core Msci Emkt (IEMG) | 0.1 | $7.9M | -3% | 152k | 51.60 |
|
| Caterpillar (CAT) | 0.1 | $7.8M | +10% | 21k | 366.44 |
|
| Danaher Corporation (DHR) | 0.1 | $7.6M | +8% | 31k | 249.72 |
|
| Pacific Premier Ban (PPBI) | 0.1 | $7.6M | 317k | 24.00 |
|
|
| Eaton Corp SHS (ETN) | 0.1 | $7.6M | +10% | 24k | 312.70 |
|
| Mondelez Intl Cl A (MDLZ) | 0.1 | $7.5M | +7% | 108k | 70.00 |
|
| ConocoPhillips (COP) | 0.1 | $7.5M | +15% | 59k | 127.28 |
|
| Arthur J. Gallagher & Co. (AJG) | 0.1 | $7.3M | 29k | 250.05 |
|
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| Varonis Sys (VRNS) | 0.1 | $7.3M | -5% | 155k | 47.17 |
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| Silicon Laboratories (SLAB) | 0.1 | $7.2M | 50k | 143.72 |
|
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| Progressive Corporation (PGR) | 0.1 | $7.2M | +8% | 35k | 206.79 |
|
| TJX Companies (TJX) | 0.1 | $7.1M | +5% | 70k | 101.42 |
|
| General Electric Com New (GE) | 0.1 | $7.1M | +14% | 41k | 175.53 |
|
| International Business Machines (IBM) | 0.1 | $7.0M | +9% | 37k | 190.97 |
|
| Union Pacific Corporation (UNP) | 0.1 | $6.9M | +10% | 28k | 245.95 |
|
| Cadence Design Systems (CDNS) | 0.1 | $6.9M | +12% | 22k | 311.28 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.1 | $6.8M | +9% | 33k | 210.30 |
|
| Texas Instruments Incorporated (TXN) | 0.1 | $6.7M | +10% | 39k | 174.21 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.1 | $6.7M | +12% | 112k | 60.30 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $6.6M | +3% | 39k | 169.37 |
|
| Spotify Technology S A SHS (SPOT) | 0.1 | $6.6M | 25k | 263.90 |
|
|
| Charles Schwab Corporation (SCHW) | 0.1 | $6.6M | +5% | 91k | 72.34 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.1 | $6.6M | +4% | 114k | 58.06 |
|
| Ishares Tr Rus Mid Cap Etf (IWR) | 0.1 | $6.6M | -13% | 78k | 84.09 |
|
| Raytheon Technologies Corp (RTX) | 0.1 | $6.5M | +6% | 66k | 97.53 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $6.4M | 31k | 205.72 |
|
|
| General Dynamics Corporation (GD) | 0.1 | $6.3M | +8% | 23k | 282.48 |
|
| Target Corporation (TGT) | 0.1 | $6.2M | +11% | 35k | 177.19 |
|
| S&p Global (SPGI) | 0.1 | $6.0M | +9% | 14k | 425.40 |
|
| Deere & Company (DE) | 0.1 | $6.0M | 15k | 410.79 |
|
|
| Micron Technology (MU) | 0.1 | $6.0M | +10% | 51k | 117.89 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.1 | $5.9M | +2% | 68k | 86.67 |
|
| Cabot Oil & Gas Corporation (CTRA) | 0.1 | $5.9M | 211k | 27.88 |
|
|
| Okta Cl A (OKTA) | 0.1 | $5.9M | -12% | 56k | 104.62 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $5.9M | +7% | 29k | 205.98 |
|
| O'reilly Automotive (ORLY) | 0.1 | $5.7M | +5% | 5.0k | 1128.88 |
|
| American Express Company (AXP) | 0.1 | $5.6M | +7% | 25k | 227.72 |
|
| Edwards Lifesciences (EW) | 0.1 | $5.5M | +9% | 58k | 95.56 |
|
| Azek Cl A (AZEK) | 0.1 | $5.5M | 110k | 50.22 |
|
|
| Illinois Tool Works (ITW) | 0.1 | $5.5M | +4% | 21k | 268.34 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.1 | $5.5M | +5% | 109k | 50.17 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $5.4M | 12k | 454.76 |
|
|
| Roper Industries (ROP) | 0.1 | $5.4M | +2% | 9.7k | 560.84 |
|
| Automatic Data Processing (ADP) | 0.1 | $5.4M | +6% | 22k | 249.74 |
|
| Pfizer (PFE) | 0.1 | $5.4M | +27% | 194k | 27.75 |
|
| Verizon Communications (VZ) | 0.1 | $5.4M | +14% | 128k | 41.96 |
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $5.3M | 40k | 131.24 |
|
|
| Robinhood Mkts Com Cl A (HOOD) | 0.1 | $5.3M | 261k | 20.13 |
|
|
| Amphenol Corp Cl A (APH) | 0.1 | $5.2M | +5% | 45k | 115.35 |
|
| Rockwell Automation (ROK) | 0.1 | $5.2M | +16% | 18k | 291.41 |
|
| Analog Devices (ADI) | 0.1 | $5.1M | +7% | 26k | 197.77 |
|
| Dropbox Cl A (DBX) | 0.1 | $5.1M | 210k | 24.30 |
|
|
| Kla Corp Com New (KLAC) | 0.1 | $5.1M | +9% | 7.3k | 698.53 |
|
| Aon Shs Cl A (AON) | 0.1 | $5.1M | 15k | 333.72 |
|
|
| Boeing Company (BA) | 0.1 | $5.1M | +22% | 26k | 193.01 |
|
| Palo Alto Networks (PANW) | 0.1 | $5.0M | +9% | 18k | 284.11 |
|
| Southern Company (SO) | 0.1 | $5.0M | +11% | 70k | 71.74 |
|
| Metropcs Communications (TMUS) | 0.1 | $5.0M | +5% | 31k | 163.23 |
|
| Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) | 0.1 | $5.0M | 21k | 232.96 |
|
|
| Workday Cl A (WDAY) | 0.1 | $4.9M | +7% | 18k | 272.75 |
|
| 10x Genomics Cl A Com (TXG) | 0.1 | $4.9M | +2% | 131k | 37.53 |
|
| Gilead Sciences (GILD) | 0.1 | $4.9M | -3% | 67k | 73.25 |
|
| Iqvia Holdings (IQV) | 0.1 | $4.8M | +4% | 19k | 252.89 |
|
| Regeneron Pharmaceuticals (REGN) | 0.1 | $4.8M | +13% | 5.0k | 962.49 |
|
| Doubleline Yield (DLY) | 0.1 | $4.8M | 303k | 15.94 |
|
|
| Fiserv (FI) | 0.1 | $4.8M | +23% | 30k | 159.82 |
|
| Copart (CPRT) | 0.1 | $4.8M | +22% | 82k | 57.92 |
|
| Medtronic SHS (MDT) | 0.1 | $4.7M | +29% | 54k | 87.14 |
|
| Autodesk (ADSK) | 0.1 | $4.7M | +3% | 18k | 260.42 |
|
| Huron Consulting (HURN) | 0.1 | $4.5M | +9% | 47k | 96.62 |
|
| Novo-nordisk A S Adr (NVO) | 0.1 | $4.4M | +14% | 34k | 128.40 |
|
| Select Sector Spdr Tr Technology (XLK) | 0.1 | $4.4M | +12% | 21k | 208.27 |
|
| Anthem (ELV) | 0.1 | $4.3M | +23% | 8.4k | 518.53 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $4.3M | +18% | 45k | 96.71 |
|
| Fortinet (FTNT) | 0.1 | $4.3M | +201% | 63k | 68.31 |
|
| General Motors Company (GM) | 0.1 | $4.3M | +21% | 94k | 45.35 |
|
| Maplebear (CART) | 0.1 | $4.3M | NEW | 115k | 37.29 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $4.3M | +5% | 24k | 179.11 |
|
| At&t (T) | 0.1 | $4.3M | +15% | 242k | 17.60 |
|
| Philip Morris International (PM) | 0.1 | $4.2M | +3% | 46k | 91.61 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $4.2M | +5% | 1.4k | 2906.04 |
|
| Gaming & Leisure Pptys (GLPI) | 0.1 | $4.2M | 91k | 46.07 |
|
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $4.1M | +15% | 25k | 162.86 |
|
| Waste Management (WM) | 0.1 | $4.1M | +5% | 19k | 213.17 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $4.1M | +14% | 4.2k | 970.42 |
|
| Prologis (PLD) | 0.1 | $4.1M | +11% | 31k | 130.21 |
|
| Monster Beverage Corp (MNST) | 0.1 | $4.1M | +11% | 69k | 59.28 |
|
| Cerus Corporation (CERS) | 0.1 | $4.1M | NEW | 2.1M | 1.89 |
|
| Marriott Intl Cl A (MAR) | 0.1 | $4.0M | +11% | 16k | 252.31 |
|
| Lyft Cl A Com (LYFT) | 0.1 | $4.0M | -4% | 206k | 19.35 |
|
| Zoetis Cl A (ZTS) | 0.1 | $4.0M | +11% | 24k | 169.21 |
|
| CVS Caremark Corporation (CVS) | 0.1 | $4.0M | +6% | 50k | 79.76 |
|
| Lululemon Athletica (LULU) | 0.1 | $3.9M | +2% | 10k | 390.65 |
|
| Boston Scientific Corporation (BSX) | 0.1 | $3.9M | +9% | 57k | 68.49 |
|
| IDEXX Laboratories (IDXX) | 0.1 | $3.9M | +10% | 7.2k | 539.93 |
|
| CSX Corporation (CSX) | 0.1 | $3.9M | +11% | 105k | 37.07 |
|
| Marvell Technology (MRVL) | 0.1 | $3.9M | 55k | 70.88 |
|
|
| Applovin Corp Com Cl A (APP) | 0.1 | $3.9M | +27% | 56k | 69.22 |
|
| Bristol Myers Squibb (BMY) | 0.1 | $3.8M | +19% | 71k | 54.23 |
|
| FedEx Corporation (FDX) | 0.1 | $3.8M | -2% | 13k | 289.73 |
|
| Trane Technologies SHS (TT) | 0.1 | $3.7M | +8% | 13k | 300.19 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.1 | $3.7M | 6.7k | 556.40 |
|
|
| Laboratory Corp Amer Hldgs Com New (LH) | 0.1 | $3.7M | +7% | 17k | 218.48 |
|
| Marathon Petroleum Corp (MPC) | 0.1 | $3.7M | +6% | 19k | 201.50 |
|
| Nextera Energy (NEE) | 0.1 | $3.7M | +7% | 58k | 63.91 |
|
| McKesson Corporation (MCK) | 0.1 | $3.7M | +9% | 6.9k | 536.64 |
|
| Public Storage (PSA) | 0.1 | $3.7M | +28% | 13k | 290.05 |
|
| Atlas Energy Solutions Com New (AESI) | 0.1 | $3.7M | 162k | 22.62 |
|
|
| Schlumberger Com Stk (SLB) | 0.1 | $3.6M | +25% | 66k | 54.81 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.1 | $3.6M | -29% | 85k | 42.01 |
|
| Twilio Cl A (TWLO) | 0.1 | $3.5M | +13% | 57k | 61.15 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $3.5M | -7% | 7.3k | 479.03 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $3.5M | +7% | 10k | 347.40 |
|
| Parker-Hannifin Corporation (PH) | 0.0 | $3.5M | +5% | 6.2k | 555.79 |
|
| Intercontinental Exchange (ICE) | 0.0 | $3.4M | +7% | 25k | 137.43 |
|
| Cigna Corp (CI) | 0.0 | $3.4M | +13% | 9.3k | 363.19 |
|
| Apollo Global Mgmt (APO) | 0.0 | $3.3M | +327% | 30k | 112.45 |
|
| Block Cl A (SQ) | 0.0 | $3.3M | +3% | 39k | 84.58 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $3.3M | +12% | 14k | 228.58 |
|
| Palantir Technologies Cl A (PLTR) | 0.0 | $3.3M | +25% | 143k | 23.01 |
|
| Spdr Ser Tr Comp Software (XSW) | 0.0 | $3.2M | 21k | 155.99 |
|
|
| Moody's Corporation (MCO) | 0.0 | $3.2M | +6% | 8.2k | 393.04 |
|
| Ishares Tr Select Divid Etf (DVY) | 0.0 | $3.2M | +13% | 26k | 123.18 |
|
| Ameriprise Financial (AMP) | 0.0 | $3.1M | +20% | 7.2k | 438.46 |
|
| Ark Etf Tr Fintech Innova (ARKF) | 0.0 | $3.1M | +14% | 103k | 30.33 |
|
| Citigroup Com New (C) | 0.0 | $3.1M | +29% | 49k | 63.25 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $3.1M | +438% | 51k | 60.74 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.0 | $3.0M | 49k | 62.06 |
|
|
| Digitalocean Hldgs (DOCN) | 0.0 | $3.0M | 79k | 38.18 |
|
Past Filings by Ieq Capital
SEC 13F filings are viewable for Ieq Capital going back to 2019
- 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
- Ieq Capital 2020 Q2 filed July 31, 2020