Ieq Capital, LLC Incresed Positions in Q1 2025

Ieq Capital, LLC

  • $12.3 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
FIX
Comfort Systems Usa Inc

Industrials
8.28K
+ 57.67%
$313.26 - $550.27 $2.59M - $4.56M
22.6K $7.3M
EQH
Equitable Holdings, Inc.

Financial Services
20K
+ 66.42%
$47.64 - $55.68 $953K - $1.11M
50.1K $2.61M
MPWR
Monolithic Power Systems Inc

Technology
2.05K
+ 87.96%
$565.7 - $720.25 $1.16M - $1.47M
4.37K $2.53M
DXJ
Wisdomtree Trust Japan Hedged

ETFs
10.4K
+ 117.81%
$106.46 - $114.75 $1.11M - $1.2M
19.3K $2.13M
JBHT
Hunt J B Transport Services Inc

Industrials
9.52K
+ 82.27%
$146.12 - $186.55 $1.39M - $1.78M
21.1K $3.12M
FNDF
Schwab Fundamental Intl Large

ETFs
29.2K
+ 106.66%
$32.9 - $37.45 $962K - $1.1M
56.7K $2.05M
ZTS
Zoetis Inc.

Healthcare
6.54K
+ 23.89%
$156.48 - $175.67 $1.02M - $1.15M
33.9K $5.58M
ROKU
Roku, Inc

Communication Services
16.6K
+ 129.46%
$67.36 - $99.07 $1.12M - $1.65M
29.5K $2.08M
IWP
Ishares Russell Mid Cap Growth

ETFs
9.95K
+ 162.56%
$114.9 - $139.6 $1.14M - $1.39M
16.1K $1.89M
SCHV
Schwab Strategic Tr Us Large C

ETFs
41K
+ 94.44%
$25.77 - $27.6 $1.06M - $1.13M
84.5K $2.24M
MELI
Mercadolibre Inc

Consumer Cyclical
317
+ 16.88%
$1739.0 - $2260.0 $551K - $716K
2.2K $4.28M
OEF
Ishares S&P 100 ETF

ETFs
4.08K
+ 0.51%
N/A
806K $214M
WAT
Waters Corp

Healthcare
2.94K
+ 160.34%
$362.16 - $417.28 $1.06M - $1.23M
4.77K $1.76M
EPR
Epr Properties

Real Estate
19K
+ 242.63%
$43.98 - $53.81 $837K - $1.02M
26.9K $1.41M
LDOS
Leidos Holdings, Inc.

Technology
8.2K
+ 155.27%
$126.82 - $161.11 $1.04M - $1.32M
13.5K $1.82M
AX
Axos Financial, Inc.

Financial Services
16.9K
+ 286.27%
$61.63 - $73.1 $1.04M - $1.23M
22.8K $1.47M
IWF
Ishares Russell 1000 Gr ETF

ETFs
45.9K
+ 11.97%
$360.07 - $417.26 $16.5M - $19.1M
429K $155M
WM
Waste Management Inc

Industrials
1.44K
+ 6.1%
$200.54 - $233.78 $289K - $337K
25.1K $5.8M
CSGP
Costar Group, Inc.

Real Estate
11.8K
+ 142.66%
$69.29 - $80.37 $817K - $947K
20K $1.59M
LZ
Legalzoom.Com, Inc.

Industrials
98.5K
+ 73.55%
$7.52 - $10.26 $740K - $1.01M
232K $2M
CBRE
Cbre Group, Inc.

Real Estate
7.77K
+ 12.65%
$121.79 - $147.13 $946K - $1.14M
69.2K $9.05M
WELL
Welltower Inc.

Real Estate
2.25K
+ 9.63%
$124.05 - $156.86 $279K - $353K
25.6K $3.93M
CW
Curtiss Wright Corp

Industrials
3.17K
+ 396.75%
$304.82 - $384.07 $967K - $1.22M
3.97K $1.26M
OMC
Omnicom Group Inc.

Communication Services
12K
+ 192.2%
$79.43 - $88.34 $953K - $1.06M
18.2K $1.51M
ABC
Amerisourcebergen Corp

Healthcare
5.19K
+ 129.95%
N/A
9.19K $1.7M
TTWO
Take Two Interactive Software Inc

Communication Services
4.46K
+ 332.61%
$178.61 - $217.95 $796K - $971K
5.8K $1.2M
AZEK
Azek CO Inc.

Industrials
16.3K
+ 14.82%
$39.61 - $52.0 $647K - $849K
126K $6.18M
AEO
American Eagle Outfitters Inc

Consumer Cyclical
101K
+ 234.01%
$10.98 - $17.34 $1.11M - $1.75M
144K $1.67M
HES
Hess Corp

Energy
4.44K
+ 49.26%
$135.42 - $160.52 $601K - $713K
13.5K $2.15M
SCHX
Schwab Strategic Tr Us Large C

ETFs
51.7K
+ 29.47%
$21.75 - $24.28 $1.13M - $1.26M
227K $5.02M
DGRO
Ishares Core Dividend Growth E

ETFs
14.4K
+ 12.23%
$60.46 - $64.42 $873K - $930K
133K $8.19M
BK
Bank Of New York Mellon Corp

Financial Services
8.46K
+ 25.32%
$75.42 - $88.95 $638K - $753K
41.9K $3.51M
NRG
Nrg Energy, Inc.

Utilities
9.5K
+ 189.4%
$84.82 - $113.33 $806K - $1.08M
14.5K $1.39M
UWMC
Uwm Holdings Corp

Financial Services
169K
+ 435.81%
$5.43 - $6.63 $915K - $1.12M
207K $1.13M
PLD
Prologis, Inc.

Real Estate
6.14K
+ 17.69%
$103.59 - $124.04 $636K - $761K
40.8K $4.57M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
22K
+ 33.14%
$30.38 - $34.94 $667K - $767K
88.2K $3.02M
LQD
Ishares Iboxx $ Investment Gra

ETFs
8.11K
+ 213.58%
$105.1 - $109.61 $853K - $889K
11.9K $1.29M
LECO
Lincoln Electric Holdings Inc

Industrials
4.63K
+ 75.23%
$180.51 - $216.81 $836K - $1M
10.8K $2.04M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
8.89K
+ 44.15%
$126.86 - $146.45 $1.13M - $1.3M
29K $3.69M
ARCC
Ares Capital Corp

Financial Services
37.8K
+ 38.48%
$21.28 - $23.81 $805K - $901K
136K $3.02M
CAT
Caterpillar Inc

Industrials
4.46K
+ 24.08%
$326.75 - $407.63 $1.46M - $1.82M
23K $7.58M
WMB
Williams Companies, Inc.

Energy
9.15K
+ 16.86%
$54.02 - $61.09 $494K - $559K
63.5K $3.79M
ANSS
Ansys Inc

Technology
2.85K
+ 92.49%
$316.56 - $360.36 $901K - $1.03M
5.92K $1.87M
VGIT
Vanguard Intermediate Term Tre

ETFs
13.9K
+ 226.06%
$57.44 - $59.4 $800K - $827K
20.1K $1.19M
DTE
Dte Energy CO

Utilities
1.25K
+ 3.31%
$117.6 - $138.27 $147K - $173K
38.9K $5.38M
EA
Electronic Arts Inc.

Communication Services
5.75K
+ 266.47%
$116.53 - $146.29 $670K - $842K
7.91K $1.14M
PTON
Peloton Interactive, Inc.

Consumer Cyclical
154K
+ 251.43%
$5.62 - $10.15 $867K - $1.56M
216K $1.36M
ESS
Essex Property Trust, Inc.

Real Estate
3.03K
+ 71.71%
N/A
7.25K $1.98M
ARW
Arrow Electronics Inc

Technology
8.72K
+ 99.99%
$101.93 - $119.3 $889K - $1.04M
17.4K $1.81M
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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