Ieq Capital, LLC Purchases in Q1 2025

Ieq Capital, LLC

  • $12.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
296K
+ 47.01%
$551.42 - $612.93 $163M - $181M
924K $517M
RBLX
Roblox Corp

Communication Services
2.3M
+ 13.85%
$53.77 - $75.47 $124M - $173M
18.9M $1.1B
VTI
Vanguard Total Stock Market Et

ETFs
390K
+ 136.51%
$271.18 - $303.12 $106M - $118M
676K $186M
META
Meta Platforms, Inc.

Communication Services
165K
+ 18.88%
$576.36 - $736.67 $94.9M - $121M
1.04M $598M
IWB
Ishares Tr Russell 1000 ETF

ETFs
243K
+ 176.0%
$302.31 - $337.54 $73.6M - $82.1M
382K $117M
APO
Apollo Global Management, Inc.

Financial Services
508K
+ 1518.95%
$126.01 - $172.06 $64M - $87.4M
541K $74.1M
AAPL
Apple Inc.

Technology
517K
+ 26.9%
$209.68 - $247.1 $108M - $128M
2.44M $542M
TLT
Ishares Barclays 20+ Year Trea

ETFs
504K
New
$85.29 - $92.57 $43M - $46.6M
504K $45.8M
ACWI
Ishares Msci Acwi ETF

ETFs
376K
+ 303.37%
$115.16 - $124.13 $43.3M - $46.7M
500K $58.2M
NRGX
Pimco Energy & Tactical Credit Opportunities Fund

N/A
2.09M
New
N/A
2.09M $40.7M
CVNA
Carvana Co.

Consumer Cyclical
174K
+ 4436.54%
$166.52 - $285.33 $29M - $49.7M
178K $37.2M
IAU
Ishares Gold Trust

ETFs
534K
+ 607.21%
$49.74 - $58.96 $26.6M - $31.5M
622K $36.7M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
284K
+ 31.45%
$91.45 - $91.75 $26M - $26.1M
1.19M $109M
XLF
Financial Sector Spdr

ETFs
517K
+ 2468.34%
$47.32 - $52.19 $24.5M - $27M
538K $26.8M
GLD
Spdr Gold Trust

ETFs
80.2K
+ 217.53%
$243.19 - $288.14 $19.5M - $23.1M
117K $33.7M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21.3K
+ 13.07%
$442.66 - $534.52 $9.43M - $11.4M
184K $98.2M
QQQ
Invesco Qqq Trust, Series 1

ETFs
89.7K
+ 21.1%
$468.34 - $539.52 $42M - $48.4M
515K $241M
NVDA
Nvidia Corp

Technology
719K
+ 33.1%
$106.98 - $149.43 $76.9M - $107M
2.89M $313M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
253K
+ 45.27%
$102.49 - $119.96 $25.9M - $30.3M
810K $84.7M
GE
General Electric CO

Industrials
75.6K
+ 79.86%
$168.59 - $212.13 $12.7M - $16M
170K $34.1M
JNJ
Johnson & Johnson

Healthcare
87.8K
+ 56.77%
$142.06 - $167.7 $12.5M - $14.7M
243K $40.2M
UNH
Unitedhealth Group Inc

Healthcare
31.9K
+ 57.88%
$461.52 - $548.18 $14.7M - $17.5M
87.1K $45.6M
MTSI
Macom Technology Solutions Holdings, Inc.

Technology
163K
New
$96.88 - $148.78 $15.8M - $24.3M
163K $16.4M
CRWD
Crowd Strike Holdings, Inc.

Technology
28.5K
+ 5.03%
$308.86 - $455.36 $8.81M - $13M
595K $210M
GM
General Motors CO

Consumer Cyclical
355K
+ 233.74%
$45.22 - $54.92 $16.1M - $19.5M
507K $23.9M
LLY
Eli Lilly & CO

Healthcare
14K
+ 20.99%
$725.72 - $929.72 $10.2M - $13M
80.8K $66.7M
VRSN
Verisign Inc

Technology
48.9K
+ 87.82%
$205.1 - $254.74 $10M - $12.5M
105K $26.6M
BFZ
Blackrock California Municipal Income Trust

Financial Services
1.34M
New
$10.85 - $11.5 $14.5M - $15.4M
1.34M $14.7M
HUM
Humana Inc

Healthcare
50.7K
+ 916.06%
$249.11 - $303.11 $12.6M - $15.4M
56.2K $14.9M
AIG
American International Group, Inc.

Financial Services
139K
+ 171.96%
$70.5 - $86.94 $9.79M - $12.1M
220K $19.1M
CVS
Cvs Health Corp

Healthcare
180K
+ 665.52%
$44.22 - $68.64 $7.98M - $12.4M
208K $14.1M
MSCI
Msci Inc.

Financial Services
23.4K
+ 190.0%
$541.46 - $628.34 $12.7M - $14.7M
35.7K $20.2M
EIX
Edison International

Utilities
220K
+ 1164.4%
$50.06 - $80.01 $11M - $17.6M
238K $14M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
39.6K
+ 12.22%
$507.05 - $563.67 $20.1M - $22.3M
364K $187M
APP
App Lovin Corp

Technology
55.1K
+ 139.2%
$238.08 - $510.13 $13.1M - $28.1M
94.6K $25.1M
V
Visa Inc.

Financial Services
13.8K
+ 7.69%
$306.92 - $362.71 $4.23M - $5M
193K $67.6M
VEA
Vanguard Ftse Developed Market

ETFs
193K
+ 84.18%
$47.4 - $52.99 $9.15M - $10.2M
422K $21.5M
ABBV
Abb Vie Inc.

Healthcare
38.2K
+ 49.81%
$169.2 - $216.66 $6.46M - $8.27M
115K $24M
PCG
Pg&E Corp

Utilities
627K
+ 444.01%
$15.16 - $20.4 $9.51M - $12.8M
768K $13.2M
PDI
Pimco Dynamic Income Fund

Financial Services
518K
+ 4765.63%
$18.51 - $20.05 $9.58M - $10.4M
528K $10.5M
HOOD
Robinhood Markets, Inc.

Technology
194K
+ 41.25%
$35.63 - $65.28 $6.91M - $12.7M
664K $27.6M
GOOG
Alphabet Inc.

Communication Services
208K
+ 31.62%
$156.06 - $207.71 $32.4M - $43.1M
864K $135M
ELV
Elevance Health, Inc.

Healthcare
21.7K
+ 287.61%
$365.9 - $436.25 $7.93M - $9.45M
29.2K $12.7M
FTNT
Fortinet, Inc.

Technology
95.2K
+ 39.46%
$92.49 - $114.57 $8.8M - $10.9M
336K $32.4M
JCI
Johnson Controls International PLC

Industrials
117K
+ 390.21%
$76.12 - $90.6 $8.92M - $10.6M
147K $11.8M
CNXC
Concentrix Corp

Technology
169K
New
$42.45 - $65.04 $7.16M - $11M
169K $9.38M
XLK
Technology Sector Spdr

ETFs
47.4K
+ 246.51%
$206.38 - $242.18 $9.79M - $11.5M
66.7K $13.8M
COP
Conocophillips

Energy
82.6K
+ 93.85%
$88.6 - $105.85 $7.32M - $8.74M
171K $17.9M
RGLD
Royal Gold Inc

Basic Materials
47.8K
+ 112.96%
$132.55 - $163.51 $6.33M - $7.81M
90.1K $14.7M
Activity Summary
Buys All Purchases 1223 New Holdings 442 Increased Positions 781 Sells All Sells 314 Reductions 314 Sold out 0 Options Calls 0 Puts 0
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