Icapital Wealth LLC Purchases in Q1 2025

Icapital Wealth LLC

  • $157 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AXON
Axon Enterprise, Inc.

Industrials
9.54K
New
$496.65 - $710.01 $4.74M - $6.78M
9.54K $5.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.08K
+ 77.65%
$442.66 - $534.52 $921K - $1.11M
4.76K $2.54M
AVGO
Broadcom Inc.

Technology
7.22K
New
$167.43 - $244.7 $1.21M - $1.77M
7.22K $1.21M
AAP
Advance Auto Parts Inc

Consumer Cyclical
38.1K
+ 105.7%
$33.63 - $49.79 $1.28M - $1.9M
74.2K $2.91M
TLT
Ishares Barclays 20+ Year Trea

ETFs
12.6K
+ 333.38%
$85.29 - $92.57 $1.08M - $1.17M
16.4K $1.5M
VRT
Vertiv Holdings CO

Industrials
12.2K
New
N/A
12.2K $1.06M
KKR
Kkr & Co. Inc.

Financial Services
7.72K
New
$108.17 - $167.07 $835K - $1.29M
7.72K $892K
UBER
Uber Technologies, Inc

Technology
6.72K
New
$63.17 - $81.49 $425K - $548K
6.72K $489K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2.94K
New
$80.53 - $147.57 $237K - $434K
2.94K $388K
ASML
Asml Holding Nv

Technology
500
New
$662.63 - $776.99 $331K - $388K
500 $331K
RH
Rh

Consumer Cyclical
1.4K
New
$216.63 - $454.52 $304K - $638K
1.4K $329K
JPM
Jpmorgan Chase & CO

Financial Services
1.01K
+ 13.51%
$225.19 - $279.95 $227K - $283K
8.48K $2.08M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
5.64K
New
$49.25 - $50.66 $278K - $286K
5.64K $280K
UNH
Unitedhealth Group Inc

Healthcare
515
New
$461.52 - $548.18 $238K - $282K
515 $269K
KMI
Kinder Morgan, Inc.

Energy
9.01K
New
$26.1 - $31.22 $235K - $281K
9.01K $257K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.46K
New
$165.25 - $224.62 $241K - $327K
1.46K $241K
VTV
Vanguard Value ETF

ETFs
1.39K
New
$167.73 - $179.21 $232K - $248K
1.39K $239K
PINS
Pinterest, Inc.

Communication Services
7.64K
New
$29.79 - $40.0 $228K - $306K
7.64K $236K
AFRM
Affirm Holdings, Inc.

Technology
5.2K
New
$43.7 - $80.98 $227K - $421K
5.2K $235K
GOOG
Alphabet Inc.

Communication Services
5.62K
+ 29.87%
$156.06 - $207.71 $877K - $1.17M
24.4K $3.82M
ORCL
Oracle Corp

Technology
1.62K
New
$139.81 - $186.47 $227K - $302K
1.62K $226K
ASND
Ascendis Pharma A/S

Healthcare
1.45K
New
$119.49 - $168.84 $173K - $245K
1.45K $226K
CEG
Constellation Energy Corp

Utilities
1.03K
New
$201.63 - $347.44 $207K - $356K
1.03K $206K
MELI
Mercadolibre Inc

Consumer Cyclical
103
New
$1739.0 - $2260.0 $179K - $233K
103 $200K
EPD
Enterprise Products Partners L.P.

Energy
5.88K
New
$31.75 - $34.14 $187K - $201K
5.88K $200K
VIG
Vanguard Dividend Appreciation

ETFs
1.03K
+ 5.7%
N/A
19.1K $3.48M
TIGR
Up Fintech Holding LTD

Financial Services
13K
New
$5.76 - $9.69 $75.2K - $126K
13K $112K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
301
+ 9.91%
$507.05 - $563.67 $153K - $170K
3.34K $1.72M
VTI
Vanguard Total Stock Market Et

ETFs
385
+ 8.92%
$271.18 - $303.12 $104K - $117K
4.7K $1.29M
Rubrik Inc.
37.9K
New
N/A
37.9K $0
Outfront Media Inc
17.3K
New
N/A
17.3K $0
Atlassian Corporation
1.19K
+ 93.32%
N/A
2.46K $0
DDOG
Datadog, Inc.

Technology
1.77K
+ 38.55%
$98.68 - $151.89 $175K - $269K
6.37K $631K
TDIV
First Trust Nasdaq Technology

ETFs
3.32K
+ 4.3%
$73.39 - $83.95 $243K - $278K
80.5K $5.92M
IWF
Ishares Russell 1000 Gr ETF

ETFs
43
+ 1.19%
$360.07 - $417.26 $15.5K - $17.9K
3.67K $1.32M
SPY
Spdr S&P 500 ETF Trust

ETFs
19
+ 0.26%
$551.42 - $612.93 $10.5K - $11.6K
7.35K $4.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
31
+ 0.58%
$468.34 - $539.52 $14.5K - $16.7K
5.36K $2.51M
IWM
Ishares Russell 2000 ETF

ETFs
520
+ 2.28%
$198.1 - $229.79 $103K - $119K
23.3K $4.64M
NVDA
Nvidia Corp

Technology
8.98K
+ 13.52%
$106.98 - $149.43 $960K - $1.34M
75.4K $8.17M
AMZN
Amazon Com Inc

Consumer Cyclical
71
+ 0.23%
$190.26 - $242.06 $13.5K - $17.2K
30.4K $5.78M
TSLA
Tesla, Inc.

Consumer Cyclical
428
+ 4.7%
$222.15 - $428.22 $95.1K - $183K
9.54K $2.47M
Activity Summary
Buys All Purchases 42 New Holdings 23 Increased Positions 19 Sells All Sells 22 Reductions 22 Sold out 0 Options Calls 0 Puts 0
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