ICAPITAL WEALTH LLC
Q1 2023 13F Holdings
- Locationwalnut creek, CA
- Num holdings
97
- Value ($000)
$146,439
- Date Filed05/15/2023
- Form type13F-HR
- CIK0001911091
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2023 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MSFT MICROSOFT CORP | COM | 594918104 | $9.32M | 6 % | 32,328 | ||
GSBD GOLDMAN SACHS BDC INC | SHS | 38147U107 | $8.96M | 6 % | 656,468 | ||
IBB ISHARES TR | ISHARES BIOTECH | 464287556 | $4.88M | 3 % | 37,789 | ||
MOAT VANECK ETF TRUST | MRNGSTR WDE MOAT | 92189F643 | $4.84M | 3 % | 65,556 | ||
AAPL APPLE INC | COM | 037833100 | $4.50M | 3 % | 27,294 | ||
GFGF EA SERIES TRUST | GURU FAV STOCKS | 02072L789 | $4.22M | 3 % | 200,000 | ||
SNOW SNOWFLAKE INC | CL A | 833445109 | $4.21M | 3 % | 27,271 | ||
MDB MONGODB INC | CL A | 60937P106 | $3.61M | 3 % | 15,487 | ||
CRWD CROWDSTRIKE HLDGS INC | CL A | 22788C105 | $3.50M | 2 % | 25,465 | ||
TDIV FIRST TR EXCHANGE-TRADED FD | NASD TECH DIV | 33738R118 | $3.41M | 2 % | 63,127 |
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