Icapital Wealth LLC Reduced Holdings in Q1 2025

Icapital Wealth LLC

  • $157 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
-28.4K
- 82.88%
$167.82 - $208.28 $4.77M - $5.92M
5.87K $1M
SQ
Block, Inc.

Technology
-512
- 1.3%
$54.04 - $92.95 $27.7K - $47.6K
38.8K $2.22M
IGV
Ishares Expanded Tech Software

ETFs
-5.69K
- 11.84%
$88.3 - $107.83 $502K - $613K
42.4K $3.77M
AAPL
Apple Inc.

Technology
-1.31K
- 6.5%
$209.68 - $247.1 $274K - $323K
18.8K $4.18M
WDAY
Workday, Inc.

Technology
-1.15K
- 5.13%
$233.53 - $277.82 $268K - $319K
21.3K $4.96M
MDB
Mongo Db, Inc.

Technology
-169
- 1.25%
$175.4 - $298.52 $29.6K - $50.4K
13.3K $2.34M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-53.9K
- 33.67%
$11.63 - $13.3 $627K - $717K
106K $1.23M
NOW
Service Now, Inc.

Technology
-100
- 4.93%
$783.83 - $1170.39 $78.4K - $117K
1.93K $1.54M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-3.86K
- 26.05%
$81.1 - $94.7 $313K - $365K
10.9K $887K
XLK
Technology Sector Spdr

ETFs
-1.17K
- 21.87%
$206.38 - $242.18 $240K - $282K
4.16K $859K
META
Meta Platforms, Inc.

Communication Services
-393
- 6.71%
$576.36 - $736.67 $227K - $290K
5.47K $3.15M
GS
Goldman Sachs Group Inc

Financial Services
-438
- 24.84%
$524.81 - $672.19 $230K - $294K
1.33K $723K
IBB
Ishares Biotechnology ETF

ETFs
-1.78K
- 13.77%
$127.9 - $140.56 $227K - $250K
11.1K $1.42M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-6.68K
- 31.25%
$32.49 - $37.99 $217K - $254K
14.7K $492K
ADSK
Autodesk, Inc.

Technology
-919
- 33.08%
N/A
1.86K $456K
HDV
Ishares Core High Dividend ETF

ETFs
-2.17K
- 38.32%
$110.86 - $121.12 $241K - $263K
3.5K $423K
CRWD
Crowd Strike Holdings, Inc.

Technology
-1.23K
- 5.43%
$308.86 - $455.36 $379K - $558K
21.4K $7.53M
V
Visa Inc.

Financial Services
-165
- 17.97%
$306.92 - $362.71 $50.6K - $59.8K
753 $263K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-105
- 0.12%
N/A
90.5K $7.77M
Arm Holdings PLC
-375
- 1.63%
N/A
22.6K $0
VEEV
Veeva Systems Inc

Healthcare
-18
- 1.86%
$210.58 - $246.8 $3.79K - $4.44K
950 $220K
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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