Q1 2024 |
67 |
$132M |
+$33.4M |
-$26.3M |
+$7.16M |
MSFT, NVDA, AAPL, XLF, PAVE, XLC |
13F-HR |
5/15/2024, 05:06 PM |
Q4 2023 |
417 |
$113M |
+$57.1M |
-$59.8M |
-$2.71M |
MSFT, AAPL, NVDA, VGT, XLRE, XLF |
13F-HR |
1/17/2024, 03:09 PM |
Q3 2023 |
423 |
$109M |
+$14.5M |
-$5.97M |
+$8.57M |
MSFT, QQQ, AAPL, NVDA, VBK, XLY |
13F-HR |
11/13/2023, 10:57 AM |
Q2 2023 |
406 |
$109M |
+$42.4M |
-$37.2M |
+$5.18M |
MSFT, QQQ, AAPL, VBK, VGT, XLY |
13F-HR |
8/3/2023, 12:14 PM |
Q1 2023 |
436 |
$99.5M |
+$12.3M |
-$12.2M |
+$162K |
MSFT, VOO, MTUM, VBK, AAPL, PFFD |
13F-HR |
4/28/2023, 11:32 AM |
Q4 2022 |
471 |
$93.4M |
+$7.13M |
-$9.52M |
-$2.39M |
MSFT, VOO, MTUM, PFFD, VBK, AAPL |
13F-HR |
2/7/2023, 02:38 PM |
Q3 2022 |
302 |
$90M |
+$5.89M |
-$6.32M |
-$431K |
MSFT, VOO, MTUM, XLU, PFFD, VBK |
13F-HR |
11/14/2022, 06:41 AM |
Q2 2022 |
302 |
$96.7M |
+$20.4M |
-$35.4M |
-$15M |
MSFT, VOO, MTUM, XLU, PFFD, VBK |
13F-HR |
8/18/2022, 11:59 AM |
Q1 2022 |
52 |
$139M |
+$36.4M |
-$14.1M |
+$22.2M |
VOO, MTUM, MSFT, GLD, PFFD, VBK |
13F-HR |
5/16/2022, 11:21 AM |
Q4 2021 |
52 |
$132M |
|
|
|
VOO, MSFT, MTUM, XLRE, PFFD, VBK |
13F-HR |
2/14/2022, 09:45 AM |