IEQ CAPITAL, LLC Q3 2022 Filing

Filed November 4, 2022

Portfolio Value

$3.6T

Holdings

838

Report Date

Q3 2022

Filing Type

13F-HR

All Holdings (838 positions)

#StockSharesValue% PortfolioType
1
AAPLAPPLE INC
1,468,272$202.9B5.57%
2
OEFISHARES TR
959,291$155.9B4.28%
3
SPYSPDR S&P 500 ETF TR
404,435$144.5B3.96%
4
METAMETA PLATFORMS INC
1,021,563$138.6B3.80%
5
NDQINVESCO QQQ TR
498,259$133.2B3.66%
6
MSFTMICROSOFT CORP
569,023$132.5B3.64%
7
CRWDCROWDSTRIKE HLDGS INC
732,378$120.7B3.31%
8
AMZNAMAZON COM INC
988,260$111.7B3.07%
9
VOOVANGUARD INDEX FDS
285,595$93.8B2.57%
10
GOOGLALPHABET INC
821,864$78.6B2.16%
11
SNOWSNOWFLAKE INC
454,387$77.2B2.12%
12
CRMSALESFORCE INC
463,582$66.7B1.83%
13
IWFISHARES TR
293,351$61.7B1.69%
14
GOOGALPHABET INC
605,345$58.2B1.60%
15
TSLATESLA INC
185,178$49.1B1.35%
16
RBLXROBLOX CORP
1,181,802$42.4B1.16%
17
DDOGDATADOG INC
426,030$37.8B1.04%
18
VIGVANGUARD SPECIALIZED FUNDS
277,399$37.5B1.03%
19
HCPHASHICORP INC
1,140,606$36.7B1.01%
20
UPBDRENT A CTR INC NEW
1,990,108$34.8B0.96%
21
OPENOPENDOOR TECHNOLOGIES INC
11,063,089$34.4B0.94%
22
SSENTINELONE INC
1,252,812$32.0B0.88%
23
COINCOINBASE GLOBAL INC
479,272$30.9B0.85%
24
TEAMATLASSIAN CORP PLC
133,811$28.2B0.77%
25
VTIVANGUARD INDEX FDS
152,999$27.5B0.75%
26
UNHUNITEDHEALTH GROUP INC
53,178$26.9B0.74%
27
BRK/BBERKSHIRE HATHAWAY INC DEL
97,772$26.1B0.72%
28
COSTCOSTCO WHSL CORP NEW
54,394$25.7B0.71%
29
JPMJPMORGAN CHASE & CO
203,905$21.3B0.58%
30
VVISA INC
118,188$21.0B0.58%
31
VVVANGUARD INDEX FDS
128,115$21.0B0.58%
32
JNJJOHNSON & JOHNSON
128,012$20.9B0.57%
33
IVVISHARES TR
52,375$18.8B0.52%
34
ABNBAIRBNB INC
170,719$17.9B0.49%
35
HDHOME DEPOT INC
64,384$17.8B0.49%
36
PEPPEPSICO INC
107,401$17.5B0.48%
37
IWBISHARES TR
85,705$16.9B0.46%
38
IWVISHARES TR
81,131$16.8B0.46%
39
VUGVANGUARD INDEX FDS
75,350$16.1B0.44%
40
TMOTHERMO FISHER SCIENTIFIC INC
30,990$15.7B0.43%
41
MAMASTERCARD INCORPORATED
50,313$14.3B0.39%
42
DISDISNEY WALT CO
149,329$14.1B0.39%
43
PYPLPAYPAL HLDGS INC
162,808$14.0B0.38%
44
QQQMINVESCO EXCH TRADED FD TR II
127,090$14.0B0.38%
45
BRK-BBERKSHIRE HATHAWAY INC DEL
31$12.6B0.35%
46
ADBEADOBE SYSTEMS INCORPORATED
44,823$12.3B0.34%
47
ABBVABBVIE INC
90,329$12.1B0.33%
48
ACWIISHARES TR
151,494$11.8B0.32%
49
NVDANVIDIA CORPORATION
95,968$11.6B0.32%
50
MGCVANGUARD WORLD FD
91,806$11.5B0.31%
51
EFAISHARES TR
201,989$11.3B0.31%
52
TENBTENABLE HLDGS INC
323,480$11.3B0.31%
53
ACNACCENTURE PLC IRELAND
42,898$11.0B0.30%
54
PGPROCTER AND GAMBLE CO
87,407$11.0B0.30%
55
PATHUIPATH INC
874,676$11.0B0.30%
56
LLYLILLY ELI & CO
33,846$10.9B0.30%
57
SCHWSCHWAB CHARLES CORP
147,213$10.6B0.29%
58
AVGOBROADCOM INC
22,560$10.0B0.27%
59
VGTVANGUARD WORLD FDS
32,582$10.0B0.27%
60
CVXCHEVRON CORP NEW
68,976$9.9B0.27%
61
XOMEXXON MOBIL CORP
111,427$9.7B0.27%
62
KOCOCA COLA CO
172,963$9.7B0.27%
63
BACBK OF AMERICA CORP
318,352$9.6B0.26%
64
AMGNAMGEN INC
42,480$9.6B0.26%
65
IWMISHARES TR
57,809$9.5B0.26%
66
MCDMCDONALDS CORP
40,704$9.4B0.26%
67
TXNTEXAS INSTRS INC
59,640$9.2B0.25%
68
IGVISHARES TR
36,560$9.1B0.25%
69
NFLXNETFLIX INC
37,608$8.9B0.24%
70
MGKVANGUARD WORLD FD
50,566$8.8B0.24%
71
PFEPFIZER INC
196,654$8.6B0.24%
72
SIVBEURSVB FINANCIAL GROUP
25,255$8.5B0.23%
73
EZMWISDOMTREE TR
189,928$8.4B0.23%
74
BXBLACKSTONE INC
96,102$8.0B0.22%
75
NKENIKE INC
96,525$8.0B0.22%
76
PRFINVESCO EXCHANGE TRADED FD T
57,318$8.0B0.22%
77
AFWALIGN TECHNOLOGY INC
38,152$7.9B0.22%
78
VONGVANGUARD SCOTTSDALE FDS
141,598$7.7B0.21%
79
DOCNDIGITALOCEAN HLDGS INC
209,417$7.6B0.21%
80
MRKMERCK & CO INC
87,704$7.6B0.21%
81
VYMVANGUARD WHITEHALL FDS
79,308$7.5B0.21%
82
DHRDANAHER CORPORATION
28,970$7.5B0.21%
83
AQLTISHARES TR
141,011$7.4B0.20%
84
LOWLOWES COS INC
39,453$7.4B0.20%
85
CSCOCISCO SYS INC
184,148$7.4B0.20%
86
ABTABBOTT LABS
73,420$7.1B0.19%
87
FRSHFRESHWORKS INC
541,393$7.0B0.19%
88
UNPUNION PAC CORP
35,999$7.0B0.19%
89
EXFYEXPENSIFY INC
465,802$6.9B0.19%
90
NARIUSDINARI MED INC
93,035$6.8B0.19%
91
INTUINTUIT
17,247$6.7B0.18%
92
AMATAPPLIED MATLS INC
79,917$6.5B0.18%
93
COURCOURSERA INC
593,427$6.4B0.18%
94
UBERUBER TECHNOLOGIES INC
237,548$6.3B0.17%
95
SNPSSYNOPSYS INC
20,563$6.3B0.17%
96
COOCOOPER COS INC
23,514$6.2B0.17%
97
DWDMORGAN STANLEY
78,161$6.2B0.17%
98
IVWISHARES TR
105,493$6.1B0.17%
99
NEENEXTERA ENERGY INC
76,418$6.0B0.16%
100
IWRISHARES TR
94,663$5.9B0.16%
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