Q2 2024 |
2,262 |
$929M |
+$69.2M |
-$62.1M |
+$7.11M |
MSFT, AAPL, SPY, NVDA, AMZN
|
13F-HR |
7/23/2024, 11:29 AM |
Q1 2024 |
2,232 |
$925M |
+$64.1M |
-$45.7M |
+$18.4M |
MSFT, AAPL, SPY, AMZN, NVDA
|
13F-HR |
4/24/2024, 01:28 PM |
Q4 2023 |
2,293 |
$851M |
+$57M |
-$36.3M |
+$20.7M |
AAPL, MSFT, SPY, AMZN, IVV
|
13F-HR |
1/24/2024, 08:42 AM |
Q3 2023 |
2,301 |
$757M |
+$45.2M |
-$43.3M |
+$1.96M |
AAPL, MSFT, SPY, AMZN, IVV
|
13F-HR |
10/18/2023, 10:37 AM |
Q2 2023 |
2,283 |
$793M |
+$51.3M |
-$24.3M |
+$27M |
AAPL, MSFT, SPY, AMZN, GOOGL
|
13F-HR |
7/28/2023, 09:15 AM |
Q1 2023 |
2,269 |
$733M |
+$68.6M |
-$30.9M |
+$37.7M |
AAPL, MSFT, SPY, AMZN, PG
|
13F-HR |
4/12/2023, 08:00 AM |
Q4 2022 |
2,097 |
$674M |
+$54.1M |
-$40.1M |
+$14.1M |
AAPL, MSFT, SPY, JNJ, PG
|
13F-HR |
1/18/2023, 08:11 AM |
Q3 2022 |
1,928 |
$615M |
+$52.8M |
-$21.8M |
+$31M |
AAPL, MSFT, AMZN, SPY, JNJ
|
13F-HR |
10/17/2022, 10:27 AM |
Q2 2022 |
2,027 |
$643M |
+$233M |
-$124M |
+$109M |
AAPL, MSFT, SPY, AMZN, GOOGL
|
Restatement |
9/16/2022, 04:55 PM |
Q1 2022 |
346 |
$640M |
+$21M |
-$41.5M |
-$20.5M |
AAPL, MSFT, AMZN, IVV, JPM
|
13F-HR |
4/12/2022, 10:28 AM |
Q4 2021 |
375 |
$724M |
+$27.9M |
-$39.5M |
-$11.5M |
AAPL, MSFT, AMZN, JPM, IVV
|
13F-HR |
1/10/2022, 08:30 AM |
Q3 2021 |
396 |
$687M |
+$49.2M |
-$16M |
+$33.2M |
AAPL, MSFT, IVV, AMZN, JPM
|
13F-HR |
10/6/2021, 10:57 AM |
Q2 2021 |
396 |
$660M |
+$28.9M |
-$16.9M |
+$11.9M |
AAPL, MSFT, IVV, AMZN, JPM
|
13F-HR |
7/7/2021, 10:06 AM |
Q1 2021 |
387 |
$616M |
+$26.4M |
-$31.1M |
-$4.68M |
AAPL, MSFT, IVV, AMZN, JPM
|
13F-HR |
4/6/2021, 01:05 PM |
Q4 2020 |
365 |
$594M |
+$47.7M |
-$11.6M |
+$36.1M |
AAPL, MSFT, IVV, AMZN, SPY
|
13F-HR |
1/5/2021, 09:28 AM |
Q3 2020 |
358 |
$518M |
+$49.4M |
-$15.5M |
+$33.9M |
AAPL, MSFT, AMZN, IVV, K
|
13F-HR |
10/1/2020, 01:43 PM |
Q2 2020 |
352 |
$477M |
+$42M |
-$12.9M |
+$29.1M |
AAPL, MSFT, AMZN, IVV, K
|
13F-HR |
7/7/2020, 11:47 AM |
Q1 2020 |
334 |
$386M |
+$17.4M |
-$51.1M |
-$33.6M |
MSFT, AAPL, K, IVV, AMZN
|
13F-HR |
4/7/2020, 09:27 AM |
Q4 2019 |
375 |
$539M |
+$25.8M |
-$23.1M |
+$2.71M |
AAPL, MSFT, SPY, K, JPM
|
13F-HR |
1/2/2020, 01:29 PM |
Q3 2019 |
366 |
$507M |
+$23.9M |
-$13.5M |
+$10.4M |
MSFT, AAPL, K, SPY, IVV
|
13F-HR |
10/1/2019, 03:00 PM |
Q2 2019 |
371 |
$496M |
+$21.7M |
-$19.3M |
+$2.38M |
MSFT, AAPL, SPY, K, IVV
|
13F-HR |
7/2/2019, 09:58 AM |
Q1 2019 |
355 |
$481M |
+$29.4M |
-$15.2M |
+$14.2M |
MSFT, AAPL, IVV, K, SPY
|
13F-HR |
4/2/2019, 12:48 PM |
Q4 2018 |
346 |
$421M |
+$26M |
-$17.7M |
+$8.22M |
K, MSFT, IVV, AAPL, SPY
|
13F-HR |
1/3/2019, 10:15 AM |
Q3 2018 |
371 |
$490M |
+$15.3M |
-$10.1M |
+$5.18M |
AAPL, MSFT, IVV, K, SPY
|
13F-HR |
10/9/2018, 09:45 AM |
Q2 2018 |
366 |
$461M |
+$22.8M |
-$14.1M |
+$8.75M |
IVV, K, AAPL, MSFT, SPY
|
13F-HR |
7/3/2018, 08:42 AM |
Q1 2018 |
359 |
$457M |
+$22.3M |
-$20.1M |
+$2.24M |
IVV, K, MSFT, AAPL, SPY
|
13F-HR |
4/3/2018, 10:33 AM |
Q4 2017 |
359 |
$473M |
+$17.4M |
-$17.8M |
-$379K |
IVV, K, AAPL, SPY, MSFT
|
13F-HR |
1/16/2018, 08:57 AM |
Q3 2017 |
367 |
$459M |
+$19.5M |
-$24M |
-$4.48M |
IVV, K, AAPL, SPY, MSFT
|
13F-HR |
10/12/2017, 10:55 AM |
Q2 2017 |
362 |
$459M |
+$34.6M |
-$9.41M |
+$25.2M |
IVV, K, AAPL, SPY, MSFT
|
13F-HR |
7/11/2017, 10:53 AM |
Q1 2017 |
350 |
$433M |
+$45.3M |
-$34.1M |
+$11.2M |
IVV, K, AAPL, SPY, MSFT
|
13F-HR |
4/13/2017, 02:03 PM |
Q4 2016 |
311 |
$418M |
+$26.9M |
-$18.6M |
+$8.31M |
IVV, K, XOM, MSFT, NOC
|
13F-HR |
1/17/2017, 09:41 AM |
Q3 2016 |
318 |
$410M |
+$37.7M |
-$8.73M |
+$29M |
IVV, K, XOM, AAPL, MSFT
|
13F-HR |
10/13/2016, 02:11 PM |
Q2 2016 |
307 |
$384M |
+$19.6M |
-$10.7M |
+$8.89M |
K, XOM, NOC, AAPL, GEXXXX
|
13F-HR |
7/19/2016, 01:18 PM |
Q1 2016 |
306 |
$369M |
+$40M |
-$16.9M |
+$23.1M |
K, XOM, AAPL, NOC, MSFT
|
13F-HR |
4/18/2016, 02:58 PM |
Q4 2015 |
301 |
$351M |
+$26.3M |
-$15M |
+$11.3M |
K, XOM, AAPL, MSFT, GEXXXX
|
13F-HR |
1/19/2016, 03:43 PM |
Q3 2015 |
311 |
$334M |
+$31.7M |
-$7.42M |
+$24.3M |
K, XOM, AAPL, MSFT, MO
|
13F-HR |
10/27/2015, 10:55 AM |
Q2 2015 |
320 |
$349M |
+$19.4M |
-$9.3M |
+$10.1M |
K, XOM, AAPL, JPM, JNJ
|
13F-HR |
7/10/2015, 11:01 AM |
Q1 2015 |
320 |
$349M |
+$59.7M |
-$14.6M |
+$45.1M |
K, XOM, AAPL, JNJ, JPM
|
13F-HR |
4/9/2015, 04:57 PM |
Q4 2014 |
298 |
$315M |
+$92.6M |
-$3.99M |
+$88.6M |
K, XOM, AAPL, JNJ, PG
|
13F-HR |
1/28/2015, 10:15 AM |
Q3 2014 |
1,787 |
$294M |
+$15.3M |
-$20.8M |
-$5.56M |
XOM, JNJ, MO, GEXXXX, NOC
|
13F-HR |
10/9/2014, 08:53 AM |
Q2 2014 |
1,788 |
$306M |
+$61.4M |
-$12.1M |
+$49.3M |
XOM, GEXXXX, JNJ, CVX, AAPL
|
13F-HR |
7/22/2014, 11:33 AM |
Q1 2014 |
1,669 |
$265M |
+$33.1M |
-$15.3M |
+$17.8M |
XOM, JNJ, GEXXXX, CVX, MO
|
13F-HR |
4/7/2014, 11:14 AM |
Q4 2013 |
1,638 |
$248M |
|
|
|
XOM, GEXXXX, CVX, IJR, MO
|
13F-HR |
1/8/2014, 10:22 AM |