Icapital Wealth LLC has filed its 13F form on February 07, 2025 for Q4 2024 where it was disclosed a total value porftolio of $169 Million distributed in 113 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $9.2M, Nvidia Corp with a value of $8.92M, Vaneck Morningstar Wide Moat E with a value of $7.77M, Crowd Strike Holdings, Inc. with a value of $7.72M, and Amazon Com Inc with a value of $6.64M.
Examining the 13F form we can see an decrease of $6.54M in the current position value, from $175M to 169M.
Icapital Wealth LLC is based out at Walnut Creek, CA
Below you can find more details about Icapital Wealth LLC portfolio as well as his latest detailed transactions.
Portfolio value
$169 Million
ETFs: $63.5 Million
Technology: $59.9 Million
Consumer Cyclical: $15.4 Million
Financial Services: $8.79 Million
Communication Services: $8.17 Million
Consumer Defensive: $4.74 Million
Healthcare: $2.51 Million
Energy: $2.41 Million
Other: $3.48 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
