Iconiq Capital, LLC Incresed Positions in Q4 2024

Iconiq Capital, LLC

  • $4.79 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AZN
Astrazeneca PLC

Healthcare
8.1K
+ 136.41%
$63.2 - $79.58 $512K - $645K
14K $920K
T
At&T Inc.

Communication Services
19.4K
+ 110.06%
$21.22 - $23.88 $413K - $464K
37.1K $845K
CSCO
Cisco Systems, Inc.

Technology
6.85K
+ 84.56%
$52.45 - $60.02 $359K - $411K
15K $885K
NVO
Novo Nordisk A S

Healthcare
7.66K
+ 120.32%
$85.0 - $120.04 $651K - $919K
14K $1.21M
ACN
Accenture PLC

Technology
1.26K
+ 85.5%
$343.9 - $376.86 $434K - $476K
2.74K $963K
FISV
Fiserv Inc

Technology
3.43K
+ 208.97%
N/A
5.06K $634K
HON
Honeywell International Inc

Industrials
1.7K
+ 115.46%
$202.84 - $236.0 $344K - $400K
3.16K $714K
RTX
Raytheon Technologies Corp

Industrials
3.65K
+ 111.94%
$114.45 - $127.21 $417K - $464K
6.91K $799K
TJX
Tjx Companies Inc

Consumer Cyclical
3.04K
+ 105.04%
$112.15 - $127.2 $341K - $387K
5.94K $717K
DUK
Duke Energy Corp

Utilities
3.65K
+ 152.7%
$105.76 - $120.76 $386K - $441K
6.04K $650K
ABBV
Abb Vie Inc.

Healthcare
2.36K
+ 62.54%
$164.99 - $203.87 $390K - $481K
6.14K $1.09M
BSX
Boston Scientific Corp

Healthcare
3.44K
+ 86.12%
$83.62 - $91.5 $287K - $314K
7.43K $663K
SONY
Sony Group Corp

Technology
25.9K
+ 883.38%
$17.53 - $96.8 $454K - $2.51M
28.8K $609K
TXN
Texas Instruments Inc

Technology
1.68K
+ 59.84%
N/A
4.49K $872K
SNY
Sanofi

Healthcare
7.5K
+ 171.55%
$45.89 - $57.31 $344K - $430K
11.9K $572K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
19.6K
+ 126.15%
$12.27 - $15.41 $240K - $301K
35.1K $507K
ADBE
Adobe Inc.

Technology
817
+ 98.43%
$437.39 - $552.96 $357K - $452K
1.65K $732K
MS
Morgan Stanley

Financial Services
1.99K
+ 82.79%
$104.42 - $134.99 $208K - $269K
4.4K $552K
UNP
Union Pacific Corp

Industrials
1.41K
+ 102.25%
$223.15 - $249.32 $315K - $352K
2.79K $636K
MFG
Mizuho Financial Group Inc

Financial Services
55.5K
+ 182.5%
$4.05 - $5.26 $225K - $292K
85.9K $420K
KLAC
Kla Corp

Technology
562
+ 124.06%
$614.46 - $829.55 $345K - $466K
1.02K $639K
SPGI
S&P Global Inc.

Financial Services
609
+ 74.63%
$480.36 - $529.17 $293K - $322K
1.43K $709K
SCHW
Schwab Charles Corp

Financial Services
3.43K
+ 104.58%
$63.31 - $82.85 $217K - $284K
6.7K $496K
WMT
Walmart Inc.

Consumer Defensive
2.72K
+ 73.68%
$79.1 - $95.7 $215K - $260K
6.4K $578K
CVX
Chevron Corp

Energy
1.96K
+ 61.43%
$141.15 - $162.53 $277K - $319K
5.16K $746K
TT
Trane Technologies PLC

Industrials
763
+ 141.82%
$369.35 - $419.14 $282K - $320K
1.3K $480K
UNH
Unitedhealth Group Inc

Healthcare
795
+ 47.1%
$485.52 - $625.25 $386K - $497K
2.48K $1.26M
CB
Chubb LTD

Financial Services
1.01K
+ 103.91%
$271.57 - $301.89 $274K - $305K
1.98K $547K
MRK
Merck & Co., Inc.

Healthcare
3.42K
+ 58.37%
$96.31 - $114.76 $329K - $392K
9.27K $921K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.27K
+ 86.23%
$209.89 - $233.24 $267K - $296K
2.75K $583K
SYK
Stryker Corp

Healthcare
683
+ 73.68%
$345.14 - $392.15 $236K - $268K
1.61K $579K
ADP
Automatic Data Processing Inc

Industrials
768
+ 73.85%
$280.08 - $307.97 $215K - $237K
1.81K $529K
BX
Blackstone Inc.

Financial Services
1.21K
+ 72.88%
$148.45 - $199.05 $180K - $241K
2.88K $495K
CL
Colgate Palmolive CO

Consumer Defensive
2.95K
+ 137.84%
$90.22 - $102.31 $266K - $302K
5.09K $462K
PANW
Palo Alto Networks Inc

Technology
1.89K
+ 295.31%
$181.96 - $405.9 $343K - $766K
2.53K $459K
EQIX
Equinix Inc

Real Estate
223
+ 97.38%
$865.69 - $985.0 $193K - $220K
452 $426K
PFE
Pfizer Inc

Healthcare
8.97K
+ 102.64%
$24.8 - $30.19 $222K - $271K
17.7K $469K
PM
Philip Morris International Inc.

Consumer Defensive
1.84K
+ 47.0%
$118.38 - $133.06 $217K - $244K
5.74K $690K
VZ
Verizon Communications Inc

Communication Services
6.31K
+ 78.85%
$39.6 - $45.21 $250K - $285K
14.3K $572K
KKR
Kkr & Co. Inc.

Financial Services
1.25K
+ 76.91%
$129.87 - $162.87 $162K - $203K
2.87K $424K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
54
+ 0.35%
$521.84 - $558.82 $28.2K - $30.2K
15.6K $8.4M
AMT
American Tower Corp

Real Estate
1.38K
+ 133.11%
$179.4 - $232.01 $247K - $320K
2.42K $442K
CI
Cigna Corp

Healthcare
851
+ 137.7%
$265.59 - $358.58 $226K - $305K
1.47K $405K
SHEL
Shell PLC

Energy
3.19K
+ 74.93%
$60.63 - $70.23 $193K - $224K
7.44K $466K
APH
Amphenol Corp

Technology
2.02K
+ 27.2%
$62.07 - $75.35 $126K - $152K
9.46K $657K
AFL
Aflac Inc

Financial Services
1.72K
+ 91.36%
$100.37 - $115.27 $173K - $199K
3.61K $373K
MDT
Medtronic PLC

Healthcare
2.14K
+ 63.25%
$79.61 - $92.24 $170K - $197K
5.53K $441K
CAT
Caterpillar Inc

Industrials
467
+ 37.94%
$360.37 - $416.88 $168K - $195K
1.7K $615K
ETN
Eaton Corp PLC

Industrials
396
+ 35.68%
$326.96 - $377.52 $129K - $149K
1.51K $499K
Activity Summary
Buys All Purchases 312 New Holdings 157 Increased Positions 155 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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