Ieq Capital, LLC Portfolio Holdings
Ieq Capital, LLC
- $10.1 Billion
- Q4 2024
Ieq Capital, LLC has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $10.1 Billion distributed in 1649 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Roblox Corp with a value of $960M, Meta Platforms, Inc. with a value of $515M, Apple Inc. with a value of $481M, Spdr S&P 500 ETF Trust with a value of $368M, and Microsoft Corp with a value of $328M.
Examining the 13F form we can see an increase of $2.09B in the current position value, from $8.04B to 10.1B.
Below you can find more details about Ieq Capital, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$10.1 Billion
Technology: $2.56 Billion
ETFs: $2.27 Billion
Communication Services: $2.01 Billion
Financial Services: $1.01 Billion
Consumer Cyclical: $733 Million
Healthcare: $572 Million
Industrials: $408 Million
Consumer Defensive: $237 Million
Other: $322 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 1,649
- Current Value $10.1 Billion
- Prior Value $8.04 Billion
- Filing
- Period Q4 2024
- Filing Date January 31, 2025
- Form Type 13F-HR
- Activity in Q4 2024
- New Purchases 308 stocks
- Additional Purchases 607 stocks
- Sold out of 0 stocks
- Reduced holdings in 337 stocks