IEQ CAPITAL, LLC Q4 2023 Filing

Filed February 7, 2024

Portfolio Value

$6.0B

Holdings

926

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (926 positions)

#StockSharesValue% PortfolioType
201
COURCOURSERA INC
183,358$3.6B59.07%
202
MNSTMONSTER BEVERAGE CORP NEW
61,259$3.5B58.69%
203
TAT&T INC
209,538$3.5B58.49%
204
MDTMEDTRONIC PLC
41,873$3.4B57.36%
205
MDYSPDR S&P MIDCAP 400 ETF TR
6,721$3.4B56.73%
206
FDXFEDEX CORP
13,466$3.4B56.66%
207
HOODROBINHOOD MKTS INC
260,882$3.3B55.28%
208
NEENEXTERA ENERGY INC
54,315$3.3B54.86%
209
CPRTCOPART INC
67,187$3.3B54.75%
210
VTVVANGUARD INDEX FDS
21,983$3.3B54.66%
211
MRVLMARVELL TECHNOLOGY INC
54,228$3.3B54.38%
212
WMWASTE MGMT INC DEL
18,236$3.3B54.31%
213
NARIUSDINARI MED INC
50,053$3.2B54.05%
214
LYFTLYFT INC
215,835$3.2B53.81%
215
CSXCSX CORP
93,320$3.2B53.81%
216
FISVFISERV INC
24,309$3.2B53.71%
217
MARMARRIOTT INTL INC NEW
14,323$3.2B53.71%
218
ELVELEVANCE HEALTH INC
6,795$3.2B53.30%
219
XLESELECT SECTOR SPDR TR
38,050$3.2B53.05%
220
XSWSPDR SER TR
20,777$3.1B51.95%
221
CMGCHIPOTLE MEXICAN GRILL INC
1,365$3.1B51.90%
222
NVONOVO-NORDISK A S
29,873$3.1B51.39%
223
BMYBRISTOL-MYERS SQUIBB CO
58,938$3.0B50.29%
224
PSAPUBLIC STORAGE
9,902$3.0B50.24%
225
MCOMOODYS CORP
7,728$3.0B50.20%
226
BSXBOSTON SCIENTIFIC CORP
52,144$3.0B50.12%
227
ICEINTERCONTINENTAL EXCHANGE IN
22,888$2.9B48.87%
228
MCKMCKESSON CORP
6,328$2.9B48.71%
229
SHWSHERWIN WILLIAMS CO
9,312$2.9B48.31%
230
XYZBLOCK INC
37,420$2.9B48.13%
231
DOCNDIGITALOCEAN HLDGS INC
78,533$2.9B47.93%
232
JNKSPDR SER TR
30,213$2.9B47.61%
233
DNLWISDOMTREE TR
76,836$2.8B47.28%
234
MLB1MERCADOLIBRE INC
1,800$2.8B47.03%
235
GMGENERAL MTRS CO
77,926$2.8B46.54%
236
DOCSDOXIMITY INC
99,778$2.8B46.53%
237
TTTRANE TECHNOLOGIES PLC
11,468$2.8B46.51%
238
AESIATLAS ENERGY SOLUTIONS INC
161,811$2.8B46.35%
239
ASMLASML HOLDING N V
3,670$2.8B46.20%
240
SLBSCHLUMBERGER LTD
52,957$2.8B45.81%
241
SCHXSCHWAB STRATEGIC TR
48,806$2.8B45.78%
242
VBVANGUARD INDEX FDS
12,832$2.7B45.53%
243
PHPARKER-HANNIFIN CORP
5,893$2.7B45.16%
244
MCHPMICROCHIP TECHNOLOGY INC.
29,933$2.7B44.90%
245
AQLTISHARES TR
22,932$2.7B44.71%
246
AMTAMERICAN TOWER CORP NEW
12,327$2.7B44.25%
247
ETENERGY TRANSFER L P
192,616$2.7B44.20%
248
MSCIMSCI INC
4,671$2.6B43.95%
249
APDAIR PRODS & CHEMS INC
9,553$2.6B43.48%
250
IJHISHARES TR
9,423$2.6B43.43%
251
MPCMARATHON PETE CORP
17,358$2.6B42.84%
252
IYWISHARES TR
20,678$2.5B42.22%
253
STXSEAGATE TECHNOLOGY HLDNGS PL
29,650$2.5B42.09%
254
CHTRCHARTER COMMUNICATIONS INC N
6,385$2.5B41.27%
255
ARKFARK ETF TR
89,911$2.5B41.24%
256
AVEMAMERICAN CENTY ETF TR
43,882$2.5B41.15%
257
ETVEATON VANCE TAX-MANAGED BUY-
200,681$2.5B41.15%
258
PDPAGERDUTY INC
105,680$2.4B40.69%
259
CITHE CIGNA GROUP
8,119$2.4B40.44%
260
GBDCGOLUB CAP BDC INC
159,479$2.4B40.06%
261
CLCOLGATE PALMOLIVE CO
30,068$2.4B39.86%
262
IWYISHARES TR
13,623$2.4B39.71%
263
CMECME GROUP INC
11,242$2.4B39.38%
264
RBARB GLOBAL INC
35,226$2.4B39.19%
265
EQIXEQUINIX INC
2,923$2.4B39.14%
266
PAYXPAYCHEX INC
19,589$2.3B38.81%
267
DC4DEXCOM INC
18,598$2.3B38.38%
268
EOGEOG RES INC
18,973$2.3B38.16%
269
MSIMOTOROLA SOLUTIONS INC
7,236$2.3B37.66%
270
A4SAMERIPRISE FINL INC
5,944$2.3B37.55%
271
CARRCARRIER GLOBAL CORPORATION
39,219$2.3B37.48%
272
UDRUDR INC
58,714$2.2B37.38%
273
AQMSEURAQUA METALS INC
2,957,483$2.2B37.38%
274
8CWCROWN CASTLE INC
19,331$2.2B37.03%
275
LHXL3HARRIS TECHNOLOGIES INC
10,285$2.2B36.01%
276
FCXFREEPORT-MCMORAN INC
50,814$2.2B35.98%
277
ODFLOLD DOMINION FREIGHT LINE IN
5,336$2.2B35.96%
278
IOOISHARES TR
26,782$2.2B35.87%
279
CDWCDW CORP
9,447$2.1B35.72%
280
USBUS BANCORP DEL
49,295$2.1B35.47%
281
NSCNORFOLK SOUTHN CORP
8,957$2.1B35.22%
282
VDCVANGUARD WORLD FDS
11,019$2.1B35.00%
283
MOALTRIA GROUP INC
52,049$2.1B34.92%
284
ACWXISHARES TR
40,875$2.1B34.70%
285
NUENUCOR CORP
11,825$2.1B34.23%
286
COOCOOPER COS INC
5,340$2.0B33.60%
287
AZOAUTOZONE INC
781$2.0B33.59%
288
PJTPJT PARTNERS INC
19,769$2.0B33.49%
289
EEMISHARES TR
49,698$2.0B33.24%
290
TELTE CONNECTIVITY LTD
14,070$2.0B32.85%
291
FASTFASTENAL CO
30,312$2.0B32.64%
292
VWOVANGUARD INTL EQUITY INDEX F
47,625$2.0B32.55%
293
PLTRPALANTIR TECHNOLOGIES INC
114,043$2.0B32.55%
294
EMREMERSON ELEC CO
20,053$1.9B32.44%
295
TRVCCITIGROUP INC
37,848$1.9B32.37%
296
RMERESMED INC
11,279$1.9B32.27%
297
ARCCARES CAPITAL CORP
96,782$1.9B32.24%
298
RHRH
6,635$1.9B32.16%
299
MDBMONGODB INC
4,726$1.9B32.12%
300
KMBKIMBERLY-CLARK CORP
15,741$1.9B31.81%
PreviousPage 3 of 10Next