IC

IEQ CAPITAL, LLC

13F
IEQ CAPITAL, LLC
Last update 2025-05-15 1607 Stocks (440 new)
Value $12.57 Bil Turnover 25 %
Countries:
Top Holdings: RBLX(8.76%)META(4.75%)AAPL(4.31%)SPY(4.11%)MSFT(2.54%)
Summary Stock Picks Current Portfolio
IEQ CAPITAL, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
RBLX
Roblox Corp
18,889,973
1,101,096.5
+13.85%
8.760
+1.07%
2.780
+79.81%
+104.15%
80,118.9
Interactive Media
META
Meta Platforms Inc
1,036,929
597,644.2
+18.88%
4.750
+0.75%
0.040
+34.17%
+22.28%
1,797,241.1
Interactive Media
AAPL
Apple Inc
2,438,844
541,740.5
+26.90%
4.310
+0.91%
0.020
+2.72%
-14.43%
3,192,682.2
Hardware
SPY
SPDR S&P 500 ETF Trust
924,205
517,005.0
+47.01%
4.110
+1.31%
0.090
+16.39%
+8.89%
654,583.2
 
MSFT
Microsoft Corp
851,360
319,591.6
+9.41%
2.540
+0.22%
0.010
+32.15%
+21.67%
3,797,138.0
Software
NVDA
NVIDIA Corp
2,889,814
313,198.1
+33.10%
2.490
+0.62%
0.010
+63.25%
+29.40%
4,237,094.2
Semiconductors
AMZN
Amazon.com Inc
1,511,067
287,495.7
+17.33%
2.290
+0.34%
0.010
+24.49%
+5.85%
2,465,435.5
Retail - Cyclical
QQQ
INVESCO QQQ Trust
514,985
241,494.1
+21.10%
1.920
+0.33%
0.080
+21.03%
+10.81%
360,250.4
 
OEF
iShares S&P 100 ETF
805,847
218,247.7
+0.51%
1.740
+0.01%
1.300
+18.40%
+8.83%
21,301.2
 
CRWD
CrowdStrike Holdings Inc
595,049
209,802.4
+5.03%
1.670
+0.08%
0.240
+11.59%
+35.03%
115,160.1
Software

IEQ CAPITAL, LLC's Historical Top Holdings Breakdowns

IEQ CAPITAL, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+1.31%
●
551.42 ($587.78) 612.93
$634.42
7.93%
Add 47.01%
924,205
295,545
RBLX
Roblox Corp
2025-03-31
Add
Add
+1.07%
●
53.77 ($62.86) 75.47
$118.12
87.91%
Add 13.85%
18,889,973
2,297,350
AAPL
Apple Inc
2025-03-31
Add
Add
+0.91%
●
209.68 ($231.67) 247.1
$213.76
-7.73%
Add 26.9%
2,438,844
516,987
VTI
Vanguard Total Stock Market ETF
2025-03-31
Add
Add
+0.85%
●
271.18 ($290.53) 303.12
$312.30
7.49%
Add 136.51%
676,280
390,339
META
Meta Platforms Inc
2025-03-31
Add
Add
+0.75%
●
576.36 ($645.17) 736.67
$714.80
10.79%
Add 18.88%
1,036,929
164,646
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.62%
●
106.98 ($126.74) 149.43
$173.74
37.08%
Add 33.1%
2,889,814
718,626
IWB
iShares Russell 1000 ETF
2025-03-31
Add
Add
+0.59%
●
302.31 ($323.34) 337.54
$348.52
7.79%
Add 176%
381,635
243,360
APO
Apollo Global Management Inc
2025-03-31
Add
Add
+0.55%
●
126.01 ($153.77) 172.06
$151.64
-1.39%
Add 1518.95%
541,474
508,028
PDX
PIMCO Dynamic Income Strategy Fund
2025-03-31
New Buy
New Buy
+0.41%
●
22.78 ($25.58) 32
$24.22
-5.32%
New holding
2,089,726
2,089,726
TLT
iShares 20+ Year Treasury Bond ETF
2025-03-31
New Buy
New Buy
+0.36%
●
85.29 ($89.02) 92.57
$85.90
-3.50%
New holding
503,662
503,662

IEQ CAPITAL, LLC Total Holding History ($B)

To

IEQ CAPITAL, LLC's Asset Allocation

To

IEQ CAPITAL, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

IEQ CAPITAL, LLC's Hypothetical Growth since 2025-03-31

IEQ CAPITAL, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

IEQ CAPITAL, LLC's Holdings Heat Map

Size field:

IEQ CAPITAL, LLC's Holdings Bubble Chart

IEQ CAPITAL, LLC News

  • 1

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