Icapital Wealth LLC Incresed Positions in Q4 2024

Icapital Wealth LLC

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
WDAY
Workday, Inc.

Technology
20.2K
+ 925.35%
$233.85 - $279.91 $4.73M - $5.66M
22.4K $5.78M
IGV
Ishares Expanded Tech Software

ETFs
10.4K
+ 27.65%
$87.5 - $110.17 $911K - $1.15M
48K $4.81M
META
Meta Platforms, Inc.

Communication Services
1.21K
+ 25.99%
$554.08 - $632.68 $670K - $765K
5.86K $3.46M
SQ
Block, Inc.

Technology
512
+ 1.32%
$65.06 - $98.92 $33.3K - $50.6K
39.3K $3.34M
VIG
Vanguard Dividend Appreciation

ETFs
3.36K
+ 22.82%
N/A
18.1K $3.29M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
9.11K
+ 134.38%
$50.06 - $55.0 $456K - $501K
15.9K $797K
CRM
Salesforce, Inc.

Technology
272
+ 5.67%
$270.87 - $367.87 $73.7K - $100K
5.07K $1.7M
XLF
Financial Sector Spdr

ETFs
6K
+ 23.3%
$44.89 - $51.34 $269K - $308K
31.8K $1.53M
NOW
Service Now, Inc.

Technology
30
+ 1.5%
$867.18 - $1148.42 $26K - $34.5K
2.03K $2.15M
COST
Costco Wholesale Corp

Consumer Defensive
368
+ 62.69%
$873.59 - $994.69 $321K - $366K
955 $875K
PANW
Palo Alto Networks Inc

Technology
17K
+ 98.43%
$181.96 - $405.9 $3.09M - $6.9M
34.3K $6.24M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
318
+ 11.7%
$521.84 - $558.82 $166K - $178K
3.04K $1.64M
ADSK
Autodesk, Inc.

Technology
820
+ 41.88%
N/A
2.78K $682K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
1.33K
+ 3.95%
$55.73 - $66.16 $74.1K - $88K
35K $2.11M
IWF
Ishares Russell 1000 Gr ETF

ETFs
50
+ 1.4%
$370.24 - $418.94 $18.5K - $20.9K
3.63K $1.46M
ITOT
Ishares Core S&P Total U.S. St

ETFs
745
+ 32.39%
$124.26 - $134.12 $92.6K - $99.9K
3.05K $391K
LLY
Eli Lilly & CO

Healthcare
168
+ 40.88%
$727.2 - $932.06 $122K - $157K
579 $446K
VTI
Vanguard Total Stock Market Et

ETFs
33
+ 0.77%
$280.04 - $302.45 $9.24K - $9.98K
4.32K $1.25M
SCHG
Schwab Strategic Tr Us Large C

ETFs
10.3K
+ 300.0%
$25.93 - $105.3 $267K - $1.08M
13.7K $382K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
238
+ 12.01%
$96.64 - $101.23 $23K - $24.1K
2.22K $215K
TDIV
First Trust Nasdaq Technology

ETFs
1.86K
+ 2.47%
$78.03 - $82.13 $145K - $153K
77.1K $6.05M
OUT
Outfront Media Inc.

Real Estate
694
+ 4.09%
$17.48 - $19.36 $12.1K - $13.4K
17.7K $313K
ASPN
Aspen Aerogels Inc

Industrials
3.18K
+ 39.59%
$11.88 - $26.48 $37.7K - $84.1K
11.2K $133K
Activity Summary
Buys All Purchases 41 New Holdings 17 Increased Positions 24 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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