Icapital Wealth LLC Purchases and Sells in Q1 2025

Icapital Wealth LLC

$157 Million
Q1 2025

Top Buys

Incresed Positions

19 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BRK-B	2.08K + 77.65%	$442.66 - $534.52 $921K - $1.11M	4.76K $2.54M
AAP	38.1K + 105.7%	$33.63 - $49.79 $1.28M - $1.9M	74.2K $2.91M
TLT	12.6K + 333.38%	$85.29 - $92.57 $1.08M - $1.17M	16.4K $1.5M
CRM	2.48K + 48.86%	$268.36 - $359.95 $665K - $892K	7.55K $2.03M
JPM	1.01K + 13.51%	$225.19 - $279.95 $227K - $283K	8.48K $2.08M
GOOG	5.62K + 29.87%	$156.06 - $207.71 $877K - $1.17M	24.4K $3.82M

New Holdings

23 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AXON	9.54K New	$496.65 - $710.01 $4.74M - $6.78M	9.54K $5.02M
AVGO	7.22K New	$167.43 - $244.7 $1.21M - $1.77M	7.22K $1.21M
VRT	12.2K New	N/A	12.2K $1.06M
KKR	7.72K New	$108.17 - $167.07 $835K - $1.29M	7.72K $892K
UBER	6.72K New	$63.17 - $81.49 $425K - $548K	6.72K $489K
BABA	2.94K New	$80.53 - $147.57 $237K - $434K	2.94K $388K

Top Sells

Reduced Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
PANW	-28.4K - 82.88%	$167.82 - $208.28 $4.77M - $5.92M	5.87K $1M
SQ	-512 - 1.3%	$54.04 - $92.95 $27.7K - $47.6K	38.8K $2.22M
IGV	-5.69K - 11.84%	$88.3 - $107.83 $502K - $613K	42.4K $3.77M
AAPL	-1.31K - 6.5%	$209.68 - $247.1 $274K - $323K	18.8K $4.18M
WDAY	-1.15K - 5.13%	$233.53 - $277.82 $268K - $319K	21.3K $4.96M
MDB	-169 - 1.25%	$175.4 - $298.52 $29.6K - $50.4K	13.3K $2.34M

Activity Summary All Purchases 42 New Holdings 23 Increased Positions 19 All Sells 22 Reductions 22 Sold out 0 Calls 0 Puts 0

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