Q1 2024 |
392 |
$3.02B |
+$128M |
-$102M |
+$26.3M |
MSFT, AAPL, SPY, JPM, LLY, GOOGL |
13F-HR |
4/29/2024, 01:39 PM |
Q4 2023 |
378 |
$2.81B |
+$75.8M |
-$132M |
-$56.3M |
MSFT, AAPL, SPY, GOOGL, IVV, JPM |
13F-HR |
2/1/2024, 03:33 PM |
Q3 2023 |
384 |
$2.59B |
+$72M |
-$109M |
-$37.3M |
MSFT, AAPL, SPY, GOOGL, LLY, JPM |
13F-HR |
11/1/2023, 10:09 AM |
Q2 2023 |
394 |
$2.74B |
+$86.2M |
-$87.3M |
-$1.11M |
AAPL, MSFT, SPY, LLY, GOOGL, JPM |
13F-HR |
8/2/2023, 11:45 AM |
Q1 2023 |
405 |
$2.61B |
+$109M |
-$100M |
+$8.96M |
AAPL, MSFT, SPY, SYBT, V, GOOGL |
13F-HR |
5/15/2023, 11:50 AM |
Q4 2022 |
411 |
$2.55B |
+$51.2M |
-$48.4M |
+$2.79M |
AAPL, MSFT, SPY, SYBT, JPM, CVX |
13F-HR |
2/2/2023, 10:30 AM |
Q3 2022 |
406 |
$2.34B |
+$133M |
-$30.9M |
+$103M |
AAPL, MSFT, SPY, SYBT, GOOGL, AMZN |
13F-HR |
11/3/2022, 03:23 PM |
Q2 2022 |
415 |
$2.43B |
+$920M |
-$20.2M |
+$900M |
AAPL, MSFT, SPY, SYBT, GOOGL, V |
13F-HR |
8/24/2022, 09:29 AM |
Q1 2022 |
269 |
$1.8B |
+$66.5M |
-$46.7M |
+$19.8M |
AAPL, MSFT, SYBT, GOOGL, EFA, AMZN |
13F-HR |
4/28/2022, 10:11 AM |
Q4 2021 |
284 |
$1.9B |
+$201M |
-$29.1M |
+$172M |
AAPL, MSFT, SYBT, GOOGL, EFA, ACN |
13F-HR |
1/13/2022, 09:26 AM |
Q3 2021 |
241 |
$1.58B |
+$20.6M |
-$14M |
+$6.68M |
AAPL, MSFT, SYBT, GOOGL, EFA, IVV |
13F-HR |
10/14/2021, 12:31 PM |
Q2 2021 |
246 |
$1.57B |
+$39.5M |
-$44M |
-$4.47M |
AAPL, MSFT, SYBT, EFA, GOOGL, IVV |
13F-HR |
7/14/2021, 01:57 PM |
Q1 2021 |
247 |
$1.48B |
+$66.4M |
-$29.8M |
+$36.6M |
AAPL, MSFT, SYBT, EFA, GOOGL, IVV |
13F-HR |
4/14/2021, 10:21 AM |
Q4 2020 |
237 |
$1.38B |
+$102M |
-$43.7M |
+$58.7M |
AAPL, MSFT, SYBT, EFA, DIS, V |
13F-HR |
1/20/2021, 11:40 AM |
Q3 2020 |
230 |
$1.21B |
+$71.9M |
-$32.3M |
+$39.6M |
AAPL, MSFT, SYBT, V, AMZN, EFA |
13F-HR |
10/14/2020, 10:10 AM |
Q2 2020 |
228 |
$1.13B |
+$57M |
-$27.8M |
+$29.1M |
AAPL, MSFT, SYBT, V, AMZN, EFA |
13F-HR |
7/14/2020, 01:01 PM |
Q1 2020 |
215 |
$940M |
+$43.1M |
-$32.8M |
+$10.3M |
AAPL, MSFT, SYBT, V, EFA, JNJ |
13F-HR |
4/10/2020, 09:10 AM |
Q4 2019 |
237 |
$1.18B |
+$35M |
-$32.6M |
+$2.4M |
AAPL, SYBT, MSFT, EFA, SPY, V |
13F-HR |
1/9/2020, 02:32 PM |
Q3 2019 |
231 |
$1.1B |
+$22.4M |
-$19M |
+$3.37M |
AAPL, SYBT, MSFT, SPY, EFA, V |
13F-HR |
10/15/2019, 11:48 AM |
Q2 2019 |
230 |
$1.07B |
+$31.9M |
-$28.4M |
+$3.53M |
MSFT, SYBT, AAPL, SPY, V, EFA |
13F-HR |
7/11/2019, 01:50 PM |
Q1 2019 |
227 |
$1.03B |
+$80M |
-$64.6M |
+$15.4M |
SYBT, MSFT, AAPL, EFA, SPY, JNJ |
13F-HR |
4/17/2019, 11:27 AM |
Q4 2018 |
211 |
$899M |
+$84.4M |
-$19.1M |
+$65.3M |
SYBT, MSFT, AAPL, SPY, EFA, JNJ |
13F-HR |
1/15/2019, 11:01 AM |
Q3 2018 |
223 |
$980M |
+$32.8M |
-$20.7M |
+$12M |
AAPL, SYBT, MSFT, SPY, JNJ, AMZN |
13F-HR |
10/15/2018, 11:41 AM |
Q2 2018 |
218 |
$908M |
+$17.2M |
-$30.1M |
-$12.9M |
SYBT, AAPL, MSFT, SPY, CVX, V |
13F-HR |
7/23/2018, 10:28 AM |
Q1 2018 |
222 |
$897M |
+$48.3M |
-$34.3M |
+$14M |
SYBT, AAPL, SPY, MSFT, V, JPM |
13F-HR |
4/11/2018, 10:43 AM |
Q4 2017 |
220 |
$909M |
+$27.2M |
-$31.7M |
-$4.51M |
SYBT, SPY, AAPL, MSFT, CVX, V |
13F-HR |
1/11/2018, 09:49 AM |
Q3 2017 |
213 |
$853M |
+$24.5M |
-$18.1M |
+$6.44M |
SYBT, SPY, AAPL, MSFT, CVX, V |
13F-HR |
10/24/2017, 12:04 PM |
Q2 2017 |
220 |
$826M |
+$42.8M |
-$21M |
+$21.8M |
SYBT, SPY, AAPL, MSFT, CVX, JNJ |
13F-HR |
7/10/2017, 10:22 AM |
Q1 2017 |
202 |
$789M |
+$46M |
-$41.9M |
+$4.13M |
SYBT, SPY, AAPL, CVX, PG, JPM |
13F-HR |
4/10/2017, 09:51 AM |
Q4 2016 |
195 |
$762M |
+$51.5M |
-$29.7M |
+$21.9M |
SYBT, SPY, AAPL, CVX, T, JPM |
13F-HR |
1/11/2017, 01:37 PM |
Q3 2016 |
205 |
$735M |
+$28.3M |
-$33.3M |
-$4.92M |
SPY, SYBT, AAPL, CVX, PG, V |
13F-HR |
10/14/2016, 09:36 AM |
Q2 2016 |
220 |
$752M |
+$68.4M |
-$22.5M |
+$45.9M |
SPY, SYBT, AAPL, CVX, T, PG |
13F-HR |
7/5/2016, 12:12 PM |
Q1 2016 |
201 |
$701M |
+$35.9M |
-$50.2M |
-$14.4M |
AAPL, SPY, SYBT, CVX, PG, BLK |
13F-HR |
4/5/2016, 02:29 PM |
Q4 2015 |
216 |
$718M |
+$74M |
-$22.8M |
+$51.2M |
SPY, AAPL, SYBT, IWM, NVO, CVX |
13F-HR |
1/6/2016, 10:39 AM |
Q3 2015 |
207 |
$655M |
+$34.1M |
-$23M |
+$11.1M |
AAPL, SPY, SYBT, NVO, CELG, NKE |
13F-HR |
10/6/2015, 10:12 AM |
Q2 2015 |
214 |
$703M |
+$30.8M |
-$21.9M |
+$8.94M |
AAPL, SPY, SYBT, SBUX, CELG, CVX |
13F-HR |
7/6/2015, 11:13 AM |
Q1 2015 |
216 |
$706M |
+$58.1M |
-$38.1M |
+$20M |
AAPL, SPY, CVX, NKE, CELG, BLK |
13F-HR |
4/2/2015, 03:05 PM |
Q4 2014 |
229 |
$704M |
+$44.7M |
-$18M |
+$26.7M |
AAPL, SPY, CVX, NKE, CELG, BLK |
13F-HR |
1/5/2015, 09:53 AM |
Q3 2014 |
210 |
$660M |
+$20.9M |
-$59.8M |
-$38.9M |
AAPL, CVX, SPY, NKE, BLK, CELG |
13F-HR |
10/3/2014, 08:32 AM |
Q2 2014 |
222 |
$706M |
+$92.7M |
-$50.9M |
+$41.8M |
CVX, AAPL, SPY, XOM, BLK, NKE |
13F-HR |
7/3/2014, 12:36 PM |
Q1 2014 |
226 |
$689M |
+$58.5M |
-$24.6M |
+$33.9M |
CVX, SPY, XOM, AAPL, SYBTXXXX, BLK |
13F-HR |
4/7/2014, 10:40 AM |
Q4 2013 |
210 |
$672M |
|
|
|
CVX, SPY, XOM, SYBTXXXX, AAPL, BLK |
13F-HR |
1/7/2014, 10:12 AM |