IEQ CAPITAL, LLC Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$8.2B

Holdings

1,157

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (1,157 positions)

#StockSharesValue% PortfolioType
1
RBLXROBLOX CORP
13,084,722$579.1M7.11%
2
METAMETA PLATFORMS INC
858,198$491.3M6.03%
3
AAPLAPPLE INC
1,778,628$414.4M5.08%
4
SPYSPDR S&P 500 ETF TR
597,330$342.7M4.20%
5
MSFTMICROSOFT CORP
754,411$324.6M3.98%
6
NVDANVIDIA CORPORATION
2,206,249$267.9M3.29%
7
AMZNAMAZON COM INC
1,250,901$233.1M2.86%
8
OEFISHARES TR
811,485$224.6M2.76%
9
NDQINVESCO QQQ TR
427,152$208.5M2.56%
10
VOOVANGUARD INDEX FDS
310,550$163.9M2.01%
11
CRWDCROWDSTRIKE HLDGS INC
580,318$162.8M2.00%
12
GOOGLALPHABET INC
966,993$160.4M1.97%
13
SNOWSNOWFLAKE INC
999,582$114.8M1.41%
14
GOOGALPHABET INC
620,801$103.8M1.27%
15
IWFISHARES TR
275,712$103.5M1.27%
16
CRMSALESFORCE INC
378,129$103.5M1.27%
17
VTIVANGUARD INDEX FDS
280,322$79.4M0.97%
18
BRK/BBERKSHIRE HATHAWAY INC DEL
151,816$69.9M0.86%
19
IVVISHARES TR
116,460$67.2M0.82%
20
AVGOBROADCOM INC
383,648$66.2M0.81%
21
IJRISHARES TR
545,611$63.8M0.78%
22
VIGVANGUARD SPECIALIZED FUNDS
303,244$60.1M0.74%
23
COSTCOSTCO WHSL CORP NEW
67,266$59.6M0.73%
24
JPMJPMORGAN CHASE & CO.
280,335$59.1M0.73%
25
NUNU HLDGS LTD
4,329,919$59.1M0.73%
26
NBIXNEUROCRINE BIOSCIENCES INC
512,480$59.0M0.72%
27
TSLATESLA INC
215,068$56.3M0.69%
28
LLYELI LILLY & CO
62,189$55.1M0.68%
29
VVISA INC
167,454$46.0M0.56%
30
DDOGDATADOG INC
396,671$45.6M0.56%
31
COINCOINBASE GLOBAL INC
254,126$45.3M0.56%
32
QQQMINVESCO EXCH TRADED FD TR II
201,283$40.4M0.50%
33
NFLXNETFLIX INC
56,295$39.9M0.49%
34
UNHUNITEDHEALTH GROUP INC
66,132$38.7M0.47%
35
IWBISHARES TR
121,770$38.3M0.47%
36
BXBLACKSTONE INC
245,813$37.6M0.46%
37
HDHOME DEPOT INC
90,965$36.9M0.45%
38
TWLOTWILIO INC
563,567$36.8M0.45%
39
VUGVANGUARD INDEX FDS
91,443$35.1M0.43%
40
MGCVANGUARD WORLD FD
169,577$35.0M0.43%
41
MAMASTERCARD INCORPORATED
69,707$34.4M0.42%
42
SSENTINELONE INC
1,250,434$29.9M0.37%
43
VVVANGUARD INDEX FDS
108,083$28.5M0.35%
44
ADBEADOBE INC
53,303$27.6M0.34%
45
IWVISHARES TR
83,690$27.3M0.34%
46
PGPROCTER AND GAMBLE CO
145,483$25.2M0.31%
47
ORCLORACLE CORP
147,102$25.1M0.31%
48
BRK-BBERKSHIRE HATHAWAY INC DEL
36$24.9M0.31%
49
EFAISHARES TR
292,762$24.5M0.30%
50
HCPHASHICORP INC
715,310$24.2M0.30%
51
XOMEXXON MOBIL CORP
206,459$24.2M0.30%
52
UPBDUPBOUND GROUP INC
756,498$24.2M0.30%
53
TMOTHERMO FISHER SCIENTIFIC INC
38,733$24.0M0.29%
54
JNJJOHNSON & JOHNSON
145,816$23.6M0.29%
55
DASHDOORDASH INC
165,057$23.6M0.29%
56
WMTWALMART INC
277,744$22.4M0.28%
57
JOBYJOBY AVIATION INC
4,441,574$22.3M0.27%
58
ABBVABBVIE INC
111,709$22.1M0.27%
59
TEAMATLASSIAN CORPORATION
130,288$20.7M0.25%
60
VGTVANGUARD WORLD FD
35,057$20.6M0.25%
61
TOSTTOAST INC
711,699$20.1M0.25%
62
UBERUBER TECHNOLOGIES INC
264,326$19.9M0.24%
63
NOWSERVICENOW INC
22,124$19.8M0.24%
64
PEPPEPSICO INC
113,719$19.3M0.24%
65
PATHUIPATH INC
1,454,453$18.6M0.23%
66
AMDADVANCED MICRO DEVICES INC
106,069$17.4M0.21%
67
AMATAPPLIED MATLS INC
85,550$17.3M0.21%
68
AMGNAMGEN INC
53,342$17.2M0.21%
69
MGKVANGUARD WORLD FD
51,435$16.6M0.20%
70
MRKMERCK & CO INC
141,086$16.0M0.20%
71
DISDISNEY WALT CO
166,418$16.0M0.20%
72
EPSWISDOMTREE TR
265,154$15.9M0.20%
73
TENBTENABLE HLDGS INC
391,655$15.9M0.19%
74
ACNACCENTURE PLC IRELAND
44,568$15.8M0.19%
75
BACBANK AMERICA CORP
394,951$15.7M0.19%
76
BKNGBOOKING HOLDINGS INC
3,665$15.4M0.19%
77
CVXCHEVRON CORP NEW
101,480$14.9M0.18%
78
ANETEURARISTA NETWORKS INC
38,867$14.9M0.18%
79
ACWIISHARES TR
124,528$14.9M0.18%
80
SNPSSYNOPSYS INC
29,156$14.8M0.18%
81
ISRGINTUITIVE SURGICAL INC
30,000$14.7M0.18%
82
OPENOPENDOOR TECHNOLOGIES INC
7,337,683$14.7M0.18%
83
PCORPROCORE TECHNOLOGIES INC
236,915$14.6M0.18%
84
IVWISHARES TR
152,006$14.6M0.18%
85
GSGOLDMAN SACHS GROUP INC
27,925$13.8M0.17%
86
CSCOCISCO SYS INC
259,429$13.8M0.17%
87
AQLTISHARES TR
175,062$13.7M0.17%
88
KOCOCA COLA CO
189,013$13.6M0.17%
89
INTUINTUIT
21,578$13.4M0.16%
90
PANWPALO ALTO NETWORKS INC
38,922$13.3M0.16%
91
LINLINDE PLC
27,776$13.2M0.16%
92
LOWLOWES COS INC
48,575$13.2M0.16%
93
BILSPDR SER TR
142,805$13.1M0.16%
94
FRSHFRESHWORKS INC
1,131,243$13.0M0.16%
95
EZMWISDOMTREE TR
205,093$12.8M0.16%
96
ABTABBOTT LABS
110,939$12.6M0.16%
97
LRCXEURLAM RESEARCH CORP
15,453$12.6M0.15%
98
RHIROBERT HALF INC.
183,329$12.4M0.15%
99
PYPLPAYPAL HLDGS INC
158,135$12.3M0.15%
100
DWDMORGAN STANLEY
117,024$12.2M0.15%
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