Q1 2024 |
2,434 |
$102B |
+$9.98B |
-$10.2B |
-$169M |
MSFT, NVDA, AAPL, AMZN, META, UITB |
13F-HR |
5/3/2024, 11:18 AM |
Q4 2023 |
2,533 |
$94.9B |
+$7.1B |
-$8.13B |
-$1.03B |
AAPL, MSFT, NVDA, AMZN, UITB, META |
13F-HR |
2/5/2024, 01:47 PM |
Q3 2023 |
2,509 |
$86.7B |
+$6.44B |
-$7.07B |
-$627M |
AAPL, MSFT, NVDA, AMZN, UITB, GOOG |
13F-HR |
11/6/2023, 10:45 AM |
Q2 2023 |
2,510 |
$90.9B |
+$5.66B |
-$7.63B |
-$1.96B |
AAPL, MSFT, NVDA, AMZN, UITB, META |
13F-HR |
7/27/2023, 01:44 PM |
Q1 2023 |
2,588 |
$89B |
+$7.3B |
-$8.12B |
-$824M |
AAPL, MSFT, UITB, AMZN, NVDA, GOOG |
13F-HR |
5/2/2023, 12:14 PM |
Q4 2022 |
2,586 |
$86.9B |
+$5.82B |
-$11.3B |
-$5.46B |
AAPL, MSFT, UITB, AMZN, PGR, GOOG |
RESTATEMENT |
4/25/2023, 11:57 AM |
Q3 2022 |
2,696 |
$85.7B |
+$9.64B |
-$5.58B |
+$4.06B |
AAPL, MSFT, UITB, AMZN, GOOG, PGR |
13F-HR |
11/2/2022, 11:43 AM |
Q2 2022 |
2,691 |
$87.8B |
+$7.82B |
-$6.92B |
+$893M |
AAPL, MSFT, UITB, GOOG, AMZN, Y |
13F-HR |
8/1/2022, 10:56 AM |
Q1 2022 |
2,723 |
$100B |
+$11.1B |
-$8.78B |
+$2.29B |
AAPL, MSFT, AMZN, UITB, GOOG, NVDA |
13F-HR |
5/4/2022, 10:23 AM |
Q4 2021 |
2,763 |
$109B |
+$9.21B |
-$8.8B |
+$416M |
AAPL, MSFT, IVV, AMZN, GOOG, NVDA |
13F-HR |
2/7/2022, 02:02 PM |
Q3 2021 |
2,772 |
$102B |
+$9.29B |
-$7.66B |
+$1.63B |
IVV, AAPL, MSFT, AMZN, GOOG, IEFA |
13F-HR |
11/2/2021, 11:52 AM |
Q2 2021 |
2,736 |
$104B |
+$11.9B |
-$9B |
+$2.89B |
IVV, AAPL, MSFT, AMZN, GOOG, IEFA |
13F-HR |
8/3/2021, 10:31 AM |
Q1 2021 |
2,740 |
$97.6B |
+$10.5B |
-$8.45B |
+$2.01B |
AAPL, MSFT, AMZN, GOOG, META, IVV |
13F-HR |
5/4/2021, 09:39 AM |
Q4 2020 |
2,535 |
$89.8B |
+$7.12B |
-$7.79B |
-$672M |
AAPL, MSFT, AMZN, GOOG, META, IVV |
13F-HR |
2/1/2021, 11:19 AM |
Q3 2020 |
2,486 |
$77.9B |
+$8.48B |
-$7.12B |
+$1.36B |
AAPL, MSFT, AMZN, GOOG, META, NVDA |
13F-HR |
11/9/2020, 10:39 AM |
Q2 2020 |
2,499 |
$73.8B |
+$10.6B |
-$8.49B |
+$2.13B |
MSFT, AAPL, AMZN, GOOG, META, VOO |
13F-HR |
8/7/2020, 11:50 AM |
Q1 2020 |
3,698 |
$59.6B |
|
|
|
MSFT, AAPL, AMZN, GOOG, VOO, META |
NEW HOLDINGS |
5/12/2020, 01:06 PM |
Q1 2020 |
3,743 |
$59.7B |
+$6.18B |
-$7.23B |
-$1.05B |
MSFT, AAPL, AMZN, GOOG, VOO, META |
13F-HR |
5/4/2020, 02:43 PM |
Q4 2019 |
2,624 |
$82.4B |
+$7.72B |
-$7.55B |
+$169M |
AAPL, MSFT, AMZN, META, GOOG, VOO |
RESTATEMENT |
2/6/2020, 03:04 PM |
Q3 2019 |
3,762 |
$77.7B |
+$33.1B |
-$3.57B |
+$29.6B |
AAPL, MSFT, AMZN, META, GOOG, V |
13F-HR |
11/12/2019, 09:46 AM |
Q2 2019 |
1,821 |
$49.6B |
+$8.39B |
-$4.06B |
+$4.33B |
RS, AFL, ADM, EEFT, EMN, DGX |
13F-HR |
8/14/2019, 06:34 PM |
Q1 2019 |
1,775 |
$44B |
+$5.2B |
-$5.41B |
-$207M |
RS, ADM, AFL, EEFT, BKI, HAS |
13F-HR |
5/3/2019, 11:50 AM |
Q4 2018 |
1,777 |
$39.8B |
+$4.66B |
-$4.05B |
+$610M |
Y, NNN, FIS, RS, HAS, ADM |
RESTATEMENT |
5/2/2019, 02:31 PM |
Q3 2018 |
1,783 |
$48.5B |
+$6.04B |
-$5.53B |
+$511M |
ADM, BKI, NNN, Y, STI, FIS |
13F-HR |
11/1/2018, 12:46 PM |
Q2 2018 |
1,818 |
$47B |
+$5.77B |
-$4.86B |
+$907M |
ADM, BKI, STI, FIS, DVN, Y |
13F-HR |
8/2/2018, 12:13 PM |
Q1 2018 |
1,815 |
$45.8B |
+$5.48B |
-$5.51B |
-$21.5M |
STI, ADM, ETFC, Y, FIS, RS |
13F-HR |
5/4/2018, 12:36 PM |
Q4 2017 |
1,814 |
$47.5B |
+$6.19B |
-$4.22B |
+$1.97B |
STI, ADM, ETFC, RS, AFL, FIS |
13F-HR |
2/1/2018, 04:30 PM |
Q3 2017 |
1,805 |
$44.5B |
+$5.24B |
-$4.83B |
+$409M |
STI, ETFC, ADM, FIS, AFL, CFG |
13F-HR |
10/27/2017, 12:03 PM |
Q2 2017 |
1,805 |
$42.7B |
+$5.62B |
-$4.77B |
+$848M |
STI, ETFC, FIS, ADM, AFL, ALL |
13F-HR |
8/7/2017, 10:14 AM |
Q1 2017 |
1,798 |
$42B |
+$6.04B |
-$4.65B |
+$1.39B |
STI, PF, FIS, ADM, EEFT, ETFC |
13F-HR |
5/10/2017, 12:31 PM |
Q4 2016 |
1,789 |
$39.6B |
+$7.51B |
-$4.68B |
+$2.83B |
PF, STI, EEFT, FIS, ADM, PGR |
13F-HR |
2/9/2017, 02:43 PM |
Q3 2016 |
1,774 |
$35.7B |
+$12.7B |
-$2.87B |
+$9.8B |
FIS, A, EEFT, STI, RVTY, PF |
13F-HR |
11/2/2016, 05:59 PM |
Q2 2016 |
1,632 |
$25B |
+$3.87B |
-$2.85B |
+$1.02B |
BCR, FIS, A, STI, PTC, RVTY |
13F-HR |
8/9/2016, 10:09 AM |
Q1 2016 |
1,660 |
$24.2B |
+$3.64B |
-$3.15B |
+$491M |
BCR, IVZ, RVTY, AAP, PTC, ROST |
RESTATEMENT |
5/17/2016, 05:16 PM |
Q4 2015 |
1,674 |
$24.1B |
+$3.4B |
-$3.2B |
+$197M |
IVZ, MDY, PRGO, AAP, MNST, AVGOXXXX |
13F-HR |
2/9/2016, 04:39 PM |
Q3 2015 |
1,642 |
$24.3B |
+$3.09B |
-$2.86B |
+$233M |
GOOGXXXX, AAP, RDN, PRGO, DG, MNST |
13F-HR |
11/6/2015, 10:07 AM |
Q2 2015 |
1,623 |
$27B |
+$4.41B |
-$3.39B |
+$1.02B |
PRGO, IVZ, AAPL, MDT, AAP, AMG |
RESTATEMENT |
8/14/2015, 04:48 PM |
Q1 2015 |
865 |
$27.8B |
+$3.89B |
-$2.61B |
+$1.28B |
SWKS, AAPL, GOOGXXXX, AAP, AMG, IVZ |
13F-HR |
5/7/2015, 01:39 PM |
Q4 2014 |
897 |
$27.1B |
+$15.9B |
-$1.06B |
+$14.9B |
SWKS, AAPL, GOOGXXXX, AMG, WMT, AMAT |
13F-HR |
2/11/2015, 12:27 PM |
Q3 2014 |
900 |
$13.3B |
+$1.11B |
-$2.03B |
-$922M |
AAPL, GOOGXXXX, CMCSA, C, BAC, AMAT |
13F-HR |
10/16/2014, 04:16 PM |
Q2 2014 |
868 |
$14.7B |
+$2.13B |
-$1.66B |
+$465M |
AAPL, GOOGXXXX, CMCSA, EMC, OXY, CSCO |
13F-HR |
8/8/2014, 08:46 AM |
Q1 2014 |
896 |
$14.7M |
+$2.6M |
-$1.27M |
+$1.33M |
GOOGLXXXX, AAPL, EMC, INTC, MRK, CMCSA |
13F-HR |
5/6/2014, 04:19 PM |
Q4 2013 |
911 |
$14.2M |
+$1.82M |
-$2.23M |
-$413K |
AAPL, GOOGLXXXX, INTC, APD, JPM, GD |
13F-HR |
2/12/2014, 06:46 AM |
Q3 2013 |
1,364 |
$13.9M |
|
|
|
AAPL, GOOGLXXXX, APD, CTXS, GM, PG |
RESTATEMENT |
3/12/2014, 10:09 AM |