| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 11.8% |
| META PLATFORMS INC | 19 | Q2 2024 | 6.8% |
| ISHARES TR | 19 | Q2 2024 | 9.0% |
| APPLE INC | 19 | Q2 2024 | 6.0% |
| INVESCO QQQ TR | 19 | Q2 2024 | 7.6% |
| MICROSOFT CORP | 19 | Q2 2024 | 4.3% |
| AMAZON COM INC | 19 | Q2 2024 | 3.1% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 4.2% |
| ALPHABET INC | 19 | Q2 2024 | 4.5% |
| SALESFORCE INC | 19 | Q2 2024 | 3.2% |
View IEQ CAPITAL, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-27 |
| 13F-HR | 2024-08-12 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-07 |
| 13F-HR | 2023-11-06 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-27 |
View IEQ CAPITAL, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.