IEQ Capital

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$56.5M9.35134,359+7.01%+$3.7M0.82
Upbound Group, Inc.
UPBD
$79.9M4.152.27M+61.28%+$30.36M1.15
Roblox Corporation
RBLX
$473.81M1.9412.41M+27.61%+$102.5M6.84
Neurocrine Biosciences, Inc.
NBIX
$69.8M0.5506,113+4.82%+$3.21M1.01
HashiCorp, Inc.
HCP
$27.03M0.51M+<0.01%+$269.500.39
SentinelOne, Inc.
S
$29.31M0.41.26M-29.96%-$12.53M0.42
Snowflake Inc.
SNOW
$155.1M0.29959,788-1.31%-$2.06M2.24
Coinbase Global, Inc.
COIN
$167.96M0.26633,530+42.34%+$49.96M2.42
UiPath Inc.
PATH
$31.95M0.251.41M+59.83%+$11.96M0.46
CrowdStrike Holdings, Inc.
CRWD
$170.77M0.22532,679+0.85%+$1.44M2.47
Datadog, Inc.
DDOG
$49.12M0.12397,410+0.21%+$101,722.830.71
Nu Holdings Ltd.
NU
$53.6M0.094.49M+91.44%+$25.6M0.77
Atlassian Corporation
TEAM
$25.21M0.05129,208+0.67%+$167,990.170.36
Salesforce, Inc.
CRM
$123.01M0.04408,422+1.06%+$1.3M1.78
Meta Platforms, Inc.
META
$416.69M0.03858,125+0.28%+$1.16M6.02
Uber Technologies, Inc.
UBER
$22.3M0.01289,689-0.13%-$28,794.280.32
Costco Wholesale Corporation
COST
$44.48M0.0160,718+4.51%+$1.92M0.64
Netflix, Inc.
NFLX
$28.28M0.0146,558+6.24%+$1.66M0.41
Amazon.com, Inc.
AMZN
$199.42M0.011.11M+1.74%+$3.4M2.88
Adobe Inc.
ADBE
$24.27M0.0148,106+2.79%+$658,511.720.35
Apple Inc.
AAPL
$275.3M0.011.61M+4.5%+$11.85M3.97
JPMorgan Chase & Co.
JPM
$50.77M0.01253,481+4.47%+$2.17M0.73
Microsoft Corporation
MSFT
$280.43M0.01666,551+5.47%+$14.56M4.05
NVIDIA Corporation
NVDA
$173.41M0.01191,925+6.05%+$9.9M2.5
The Home Depot, Inc.
HD
$29.05M0.0175,725+5.16%+$1.42M0.42
Broadcom Inc.
AVGO
$40.23M0.0130,355+7.07%+$2.66M0.58
Alphabet Inc.
GOOGL
$136.67M0.01905,532-0.47%-$639,037.271.97
Visa Inc.
V
$41.56M0.01148,903+5.58%+$2.2M0.6
AbbVie Inc.
ABBV
$23.69M0.01130,108+45.14%+$7.37M0.34
UnitedHealth Group Incorporated
UNH
$29.59M0.0159,809-0.78%-$233,497.680.43
Mastercard Incorporated
MA
$29.09M0.0160,398+5.76%+$1.58M0.42
Tesla, Inc.
TSLA
$27.43M0.01156,053-13.86%-$4.41M0.4
Alphabet Inc.
GOOG
$91.39M0.01600,202+0.24%+$219,102.171.32
Eli Lilly and Company
LLY
$38.04M0.0148,903+8.58%+$3.01M0.55
Berkshire Hathaway Inc
BRK.A
$25.38M<0.01400%+$00.37
iShares S&P 100 ETF
OEF
$222.51M<0.01899,341-3.83%-$8.85M3.21
iShares Russell 3000 ETF
IWV
$25.4M<0.0184,634+1.72%+$430,015.560.37
iShares Russell 1000 Growth ETF
IWF
$81.35M<0.01241,365+3.08%+$2.43M1.17
iShares Russell 1000 ETF
IWB
$30.19M<0.01104,811+2.97%+$870,431.810.44
Vanguard Large Cap Index Fund
VV
$26.74M<0.01111,531-0.2%-$52,507.680.39
iShares Core S&P 500 ETF
IVV
$37.96M<0.0172,198+3.68%+$1.35M0.55
SPDR S&P 500 ETF Trust
SPY
$289.22M<0.01552,922+5.66%+$15.48M4.18
Vanguard Growth Index Fund
VUG
$29.89M<0.0186,846-1.24%-$375,175.590.43
Vanguard Total Stock Market Index Fund
VTI
$65.9M<0.01253,576+10.58%+$6.31M0.95
Vanguard Mega Cap Index Fund
MGC
$32.25M<0.01172,578+0.45%+$145,011.530.47
Vanguard 500 Index Fund
VOO
$137.22M<0.01285,455+4.28%+$5.63M1.98
Vanguard Dividend Appreciation Index Fund
VIG
$55.23M<0.01302,440-0.89%-$493,960.030.8
Invesco NASDAQ 100 ETF
QQQM
$29.53M<0.01161,634-19.93%-$7.35M0.43
iShares MSCI EAFE ETF
EFA
$22.46M<0.01281,219+1.97%+$432,920.590.32
Invesco QQQ Trust
QQQ
$194.3M<0.01437,606-1.23%-$2.41M2.81