Icapital Wealth LLC Incresed Positions in Q3 2024

Icapital Wealth LLC

  • $175 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IWM
Ishares Russell 2000 ETF

ETFs
14.6K
+ 178.12%
$200.87 - $224.6 $2.93M - $3.28M
22.8K $5.03M
AMZN
Amazon Com Inc

Consumer Cyclical
15K
+ 55.42%
$161.02 - $200.0 $2.42M - $3.01M
42.1K $7.85M
AAPL
Apple Inc.

Technology
7.43K
+ 27.41%
$207.23 - $234.82 $1.54M - $1.75M
34.6K $8.05M
MSFT
Microsoft Corp

Technology
6K
+ 19.4%
$395.15 - $467.56 $2.37M - $2.81M
36.9K $15.9M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.67K
+ 94.9%
$434.77 - $502.96 $1.59M - $1.84M
7.53K $3.68M
VIG
Vanguard Dividend Appreciation

ETFs
9.93K
+ 207.98%
$182.15 - $182.15 $1.81M - $1.81M
14.7K $2.68M
NOW
Service Now, Inc.

Technology
1.63K
+ 441.73%
$730.87 - $937.36 $1.19M - $1.53M
2K $1.79M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2.46K
+ 406.61%
$405.19 - $478.57 $997K - $1.18M
3.07K $1.41M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.37K
+ 100.96%
$475.2 - $527.7 $649K - $721K
2.72K $1.43M
TDIV
First Trust Nasdaq Technology

ETFs
201
+ 0.27%
$70.51 - $81.07 $14.2K - $16.3K
75.3K $6.05M
XLF
Financial Sector Spdr

ETFs
5.75K
+ 28.77%
$40.84 - $45.74 $235K - $263K
25.8K $1.17M
CRM
Salesforce, Inc.

Technology
1.02K
+ 26.93%
$238.42 - $276.53 $243K - $282K
4.8K $1.31M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.08K
+ 11.94%
$125.95 - $142.04 $136K - $154K
10.1K $1.44M
GOOGL
Alphabet Inc.

Communication Services
2.08K
+ 34.81%
$148.65 - $191.18 $309K - $398K
8.06K $1.34M
ET
Energy Transfer LP

Energy
13.1K
+ 101.68%
$15.43 - $16.44 $202K - $216K
26K $417K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
1.23K
+ 9.04%
$90.87 - $102.43 $111K - $126K
14.8K $1.46M
ADSK
Autodesk, Inc.

Technology
806
+ 69.97%
$245.83 - $245.83 $198K - $198K
1.96K $481K
IWF
Ishares Russell 1000 Gr ETF

ETFs
319
+ 9.8%
$332.02 - $382.76 $106K - $122K
3.58K $1.34M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
1.92K
+ 39.65%
$50.02 - $54.5 $96.2K - $105K
6.78K $369K
COST
Costco Wholesale Corp

Consumer Defensive
53
+ 9.93%
$801.83 - $917.05 $42.5K - $48.6K
587 $520K
VGT
Vanguard Information Technolog

ETFs
42
+ 8.73%
$514.43 - $606.85 $21.6K - $25.5K
523 $306K
Arm Holdings PLC
20.8K
+ 440.05%
N/A
25.6K $0
SMOT
Vaneck ETF Tr Morningstar Smid
7.22K
+ 18.05%
N/A
47.2K $0
CRWD
Crowd Strike Holdings, Inc.

Technology
3.29K
+ 13.8%
$217.89 - $392.15 $717K - $1.29M
27.1K $7.61M
Activity Summary
Buys All Purchases 38 New Holdings 13 Increased Positions 25 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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