IEQ CAPITAL, LLC Q3 2023 Filing

Filed November 6, 2023

Portfolio Value

$4916.0T

Holdings

940

Report Date

Q3 2023

Filing Type

13F-HR

All Holdings (940 positions)

#StockSharesValue% PortfolioType
1
RBLXROBLOX CORP
9,151,748$265.0T5.39%
2
AAPLAPPLE INC
1,529,118$261.8T5.33%
3
METAMETA PLATFORMS INC
846,593$254.2T5.17%
4
SPYSPDR S&P 500 ETF TR
517,259$221.1T4.50%
5
MSFTMICROSOFT CORP
603,717$190.6T3.88%
6
OEFISHARES TR
939,844$188.6T3.84%
7
NDQINVESCO QQQ TR
444,361$159.2T3.24%
8
AMZNAMAZON COM INC
1,053,654$133.9T2.72%
9
GOOGLALPHABET INC
897,033$117.4T2.39%
10
CRWDCROWDSTRIKE HLDGS INC
621,636$104.0T2.12%
11
VOOVANGUARD INDEX FDS
253,436$99.5T2.02%
12
SNOWSNOWFLAKE INC
599,196$91.5T1.86%
13
CRMSALESFORCE INC
400,382$81.2T1.65%
14
GOOGALPHABET INC
586,890$77.4T1.57%
15
NVDANVIDIA CORPORATION
168,477$73.3T1.49%
16
IWFISHARES TR
229,021$60.9T1.24%
17
NBIXNEUROCRINE BIOSCIENCES INC
481,298$54.1T1.10%
18
VTIVANGUARD INDEX FDS
227,684$48.4T0.98%
19
VIGVANGUARD SPECIALIZED FUNDS
300,828$46.7T0.95%
20
BRK/BBERKSHIRE HATHAWAY INC DEL
121,170$42.4T0.86%
21
UPBDUPBOUND GROUP INC
1,432,409$42.2T0.86%
22
TSLATESLA INC
165,232$41.3T0.84%
23
DDOGDATADOG INC
427,871$39.0T0.79%
24
COINCOINBASE GLOBAL INC
480,430$36.1T0.73%
25
JPMJPMORGAN CHASE & CO
232,798$33.8T0.69%
26
COSTCOSTCO WHSL CORP NEW
56,343$31.8T0.65%
27
VVISA INC
136,516$31.4T0.64%
28
SSENTINELONE INC
1,794,683$30.3T0.62%
29
QQQMINVESCO EXCH TRADED FD TR II
199,650$29.4T0.60%
30
IVVISHARES TR
65,358$28.1T0.57%
31
UNHUNITEDHEALTH GROUP INC
54,903$27.7T0.56%
32
HCPHASHICORP INC
1,165,833$26.6T0.54%
33
MGCVANGUARD WORLD FD
172,257$26.2T0.53%
34
TEAMATLASSIAN CORPORATION
128,717$25.9T0.53%
35
ADBEADOBE INC
48,555$24.8T0.50%
36
MAMASTERCARD INCORPORATED
58,823$23.3T0.47%
37
IWBISHARES TR
98,225$23.1T0.47%
38
LLYELI LILLY & CO
41,832$22.5T0.46%
39
VVVANGUARD INDEX FDS
114,365$22.4T0.46%
40
JNJJOHNSON & JOHNSON
141,730$22.1T0.45%
41
HDHOME DEPOT INC
71,122$21.5T0.44%
42
AVGOBROADCOM INC
25,707$21.4T0.43%
43
BRK-BBERKSHIRE HATHAWAY INC DEL
40$21.3T0.43%
44
VUGVANGUARD INDEX FDS
75,026$20.4T0.42%
45
IWVISHARES TR
83,278$20.4T0.42%
46
OPENOPENDOOR TECHNOLOGIES INC
7,681,602$20.3T0.41%
47
EFAISHARES TR
286,547$19.7T0.40%
48
PEPPEPSICO INC
113,757$19.3T0.39%
49
PATHUIPATH INC
1,090,701$18.7T0.38%
50
TENBTENABLE HLDGS INC
402,092$18.0T0.37%
51
JOBYJOBY AVIATION INC
2,789,918$18.0T0.37%
52
TMOTHERMO FISHER SCIENTIFIC INC
34,984$17.7T0.36%
53
NFLXNETFLIX INC
41,669$15.7T0.32%
54
PGPROCTER AND GAMBLE CO
104,381$15.2T0.31%
55
XOMEXXON MOBIL CORP
127,396$15.0T0.30%
56
UBERUBER TECHNOLOGIES INC
324,211$14.9T0.30%
57
CVXCHEVRON CORP NEW
82,529$13.9T0.28%
58
VGTVANGUARD WORLD FDS
33,043$13.7T0.28%
59
BXBLACKSTONE INC
127,052$13.6T0.28%
60
ABBVABBVIE INC
89,218$13.3T0.27%
61
CSCOCISCO SYS INC
237,957$12.8T0.26%
62
ACWIISHARES TR
138,031$12.7T0.26%
63
MGKVANGUARD WORLD FD
56,055$12.7T0.26%
64
ACNACCENTURE PLC IRELAND
40,926$12.6T0.26%
65
EPSWISDOMTREE TR
265,154$12.1T0.25%
66
NUNU HLDGS LTD
1,654,719$12.0T0.24%
67
AMGNAMGEN INC
43,932$11.8T0.24%
68
NKENIKE INC
119,618$11.4T0.23%
69
MRKMERCK & CO INC
110,938$11.4T0.23%
70
DASHDOORDASH INC
140,874$11.2T0.23%
71
CPNGCOUPANG INC
640,576$10.9T0.22%
72
MCDMCDONALDS CORP
41,337$10.9T0.22%
73
ABNBAIRBNB INC
79,229$10.9T0.22%
74
AFWALIGN TECHNOLOGY INC
35,578$10.9T0.22%
75
FRSHFRESHWORKS INC
532,363$10.6T0.22%
76
LOWLOWES COS INC
50,476$10.5T0.21%
77
ORCLORACLE CORP
96,235$10.2T0.21%
78
SNPSSYNOPSYS INC
21,829$10.0T0.20%
79
NOWSERVICENOW INC
17,530$9.8T0.20%
80
DISDISNEY WALT CO
120,884$9.8T0.20%
81
WMTWALMART INC
60,553$9.7T0.20%
82
EZMWISDOMTREE TR
189,928$9.6T0.20%
83
SLABSILICON LABORATORIES INC
81,446$9.4T0.19%
84
AMATAPPLIED MATLS INC
67,261$9.3T0.19%
85
ABTABBOTT LABS
93,861$9.1T0.18%
86
INTUINTUIT
17,401$8.9T0.18%
87
AQLTISHARES TR
132,111$8.5T0.17%
88
BKNGBOOKING HOLDINGS INC
2,743$8.5T0.17%
89
VYMVANGUARD WHITEHALL FDS
81,316$8.4T0.17%
90
SYKSTRYKER CORPORATION
30,732$8.4T0.17%
91
CMCSACOMCAST CORP NEW
185,043$8.2T0.17%
92
LRCXEURLAM RESEARCH CORP
12,912$8.1T0.16%
93
DWDMORGAN STANLEY
99,090$8.1T0.16%
94
IVWISHARES TR
114,608$7.8T0.16%
95
INTCINTEL CORP
217,215$7.7T0.16%
96
HONHONEYWELL INTL INC
41,795$7.7T0.16%
97
GSGOLDMAN SACHS GROUP INC
23,790$7.7T0.16%
98
AMDADVANCED MICRO DEVICES INC
71,709$7.4T0.15%
99
SBUXSTARBUCKS CORP
80,704$7.4T0.15%
100
BILSPDR SER TR
79,639$7.3T0.15%
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