Icapital Wealth LLC Sells in Q4 2024

Icapital Wealth LLC

  • $169 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-15.1K
- 40.93%
$406.35 - $454.46 $6.14M - $6.87M
21.8K $9.2M
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
-294K
- 64.78%
$12.1 - $13.76 $3.56M - $4.05M
160K $1.94M
AAPL
Apple Inc.

Technology
-14.4K
- 41.77%
$221.69 - $259.02 $3.2M - $3.74M
20.1K $5.04M
ZS
Zscaler, Inc.

Technology
-14.4K
- 91.87%
$166.99 - $211.99 $2.4M - $3.05M
1.27K $229K
AMZN
Amazon Com Inc

Consumer Cyclical
-11.9K
- 28.14%
$180.88 - $232.93 $2.15M - $2.76M
30.3K $6.64M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.2K
- 29.23%
$481.22 - $538.17 $1.06M - $1.18M
5.33K $2.72M
IBB
Ishares Biotechnology ETF

ETFs
-4.65K
- 26.49%
$131.21 - $148.85 $611K - $693K
12.9K $1.71M
MDB
Mongo Db, Inc.

Technology
-958
- 6.63%
$232.81 - $350.13 $223K - $335K
13.5K $3.14M
AMD
Advanced Micro Devices Inc

Technology
-145
- 0.93%
$118.88 - $172.8 $17.2K - $25.1K
15.5K $1.87M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-1.92K
- 26.88%
$185.87 - $204.12 $357K - $392K
5.23K $984K
GOOGL
Alphabet Inc.

Communication Services
-2.08K
- 25.82%
$161.86 - $196.66 $337K - $409K
5.98K $1.13M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-385
- 12.56%
$442.29 - $483.08 $170K - $186K
2.68K $1.21M
TSLA
Tesla, Inc.

Consumer Cyclical
-5.24K
- 36.51%
$213.65 - $479.86 $1.12M - $2.51M
9.11K $3.68M
SPY
Spdr S&P 500 ETF Trust

ETFs
-196
- 2.6%
$567.81 - $607.81 $111K - $119K
7.33K $4.3M
VEEV
Veeva Systems Inc

Healthcare
-22
- 2.22%
$201.81 - $250.45 $4.44K - $5.51K
968 $203K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-45
- 0.05%
N/A
90.6K $7.77M
IWM
Ishares Russell 2000 ETF

ETFs
-22
- 0.1%
$216.13 - $242.4 $4.75K - $5.33K
22.8K $5.03M
Arm Holdings PLC
-2.56K
- 10.03%
N/A
23K $0
Atlassian Corporation
-2.03K
- 61.4%
N/A
1.27K $0
EXEL
Exelixis, Inc.

Healthcare
-3K
- 22.02%
$25.39 - $36.46 $76.2K - $109K
10.6K $353K
GOOG
Alphabet Inc.

Communication Services
-2.1K
- 10.04%
$163.08 - $198.16 $342K - $416K
18.8K $3.58M
JPM
Jpmorgan Chase & CO

Financial Services
-510
- 6.39%
$205.18 - $250.29 $105K - $128K
7.47K $1.79M
CRWD
Crowd Strike Holdings, Inc.

Technology
-4.56K
- 16.81%
$275.15 - $388.2 $1.26M - $1.77M
22.6K $7.72M
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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