Q3 2024 |
3,365 |
$95.4B |
+$5.22B |
-$3.28B |
+$1.94B |
MSFT, AAPL, NVDA, AMZN, GOOGL
|
13F-HR |
11/14/2024, 10:35 AM |
Q2 2024 |
3,363 |
$88.9B |
+$5.39B |
-$2.5B |
+$2.89B |
MSFT, AAPL, NVDA, AMZN, GOOGL
|
13F-HR |
8/13/2024, 12:50 PM |
Q1 2024 |
3,339 |
$87.8B |
+$4.95B |
-$2.41B |
+$2.54B |
MSFT, AAPL, NVDA, AMZN, V
|
13F-HR |
5/13/2024, 07:31 PM |
Q4 2023 |
3,312 |
$79.5B |
+$3.76B |
-$2.52B |
+$1.25B |
MSFT, AAPL, AMZN, NVDA, V
|
13F-HR |
2/12/2024, 12:38 PM |
Q3 2023 |
3,276 |
$71.1B |
+$3.03B |
-$1.9B |
+$1.13B |
MSFT, AAPL, AMZN, UNH, V
|
13F-HR |
11/13/2023, 02:38 PM |
Q2 2023 |
3,318 |
$73.1B |
+$2.79B |
-$2.95B |
-$162M |
MSFT, AAPL, AMZN, V, UNH
|
13F-HR |
8/14/2023, 04:07 PM |
Q1 2023 |
3,324 |
$69.8B |
+$5.48B |
-$5.04B |
+$448M |
MSFT, AAPL, UNH, V, AMZN
|
13F-HR |
5/12/2023, 05:01 PM |
Q4 2022 |
3,283 |
$66.6B |
+$3.62B |
-$3.17B |
+$452M |
MSFT, AAPL, UNH, MRK, HD
|
13F-HR |
2/13/2023, 03:53 PM |
Q3 2022 |
3,387 |
$61.1B |
+$4.21B |
-$2.29B |
+$1.93B |
AAPL, MSFT, UNH, AMZN, GOOGL
|
13F-HR |
11/14/2022, 01:12 PM |
Q2 2022 |
3,412 |
$63.9B |
+$4.48B |
-$2.83B |
+$1.65B |
MSFT, AAPL, UNH, AMZN, GOOGL
|
13F-HR |
8/15/2022, 10:47 AM |
Q1 2022 |
3,483 |
$73.3B |
+$5.11B |
-$3.36B |
+$1.75B |
AAPL, MSFT, AMZN, UNH, SPY
|
13F-HR |
5/13/2022, 11:44 AM |
Q4 2021 |
3,468 |
$75.6B |
+$3.87B |
-$1.92B |
+$1.95B |
MSFT, AAPL, AMZN, SPY, HD
|
13F-HR |
2/14/2022, 10:24 AM |
Q3 2021 |
3,401 |
$68.2B |
+$3.77B |
-$1.75B |
+$2.03B |
MSFT, AAPL, AMZN, SPY, GOOGL
|
13F-HR |
11/15/2021, 10:56 AM |
Q2 2021 |
3,392 |
$66.8B |
+$4.03B |
-$1.7B |
+$2.33B |
MSFT, AAPL, AMZN, SPY, GOOGL
|
13F-HR |
8/13/2021, 11:31 AM |
Q1 2021 |
3,310 |
$60.7B |
+$4.84B |
-$2.73B |
+$2.11B |
AAPL, MSFT, AMZN, SPY, V
|
13F-HR |
5/14/2021, 07:13 AM |
Q4 2020 |
3,107 |
$56B |
+$4.18B |
-$1.5B |
+$2.67B |
AAPL, MSFT, AMZN, SPY, V
|
13F-HR |
2/12/2021, 05:17 PM |
Q3 2020 |
2,944 |
$48.6B |
+$4.86B |
-$1.73B |
+$3.12B |
AAPL, MSFT, AMZN, SPY, V
|
13F-HR |
11/16/2020, 11:44 AM |
Q2 2020 |
2,948 |
$43.5B |
+$3.13B |
-$2.43B |
+$703M |
MSFT, AAPL, AMZN, V, SPY
|
13F-HR |
8/14/2020, 12:25 PM |
Q1 2020 |
3,030 |
$36.2B |
+$3.02B |
-$5.26B |
-$2.25B |
MSFT, AAPL, SPY, AMZN, V
|
13F-HR |
5/14/2020, 03:39 PM |
Q4 2019 |
3,108 |
$48B |
+$7.46B |
-$1.39B |
+$6.07B |
MSFT, AAPL, SPY, AMZN, JPM
|
13F-HR |
2/13/2020, 10:48 AM |
Q3 2019 |
2,932 |
$39.2B |
+$2.28B |
-$2.23B |
+$53M |
SPY, MSFT, AAPL, AMZN, JPM
|
Restatement |
11/19/2019, 03:56 PM |
Q2 2019 |
3,008 |
$38.8B |
+$3.93B |
-$1.61B |
+$2.32B |
SPY, MSFT, AAPL, AMZN, JPM
|
13F-HR |
8/14/2019, 01:21 PM |
Q1 2019 |
2,863 |
$35.4B |
+$3.13B |
-$2.49B |
+$648M |
AAPL, MSFT, AMZN, SPY, CSCO
|
13F-HR |
5/14/2019, 12:01 PM |
Q4 2018 |
2,731 |
$30.9B |
+$2.77B |
-$2.14B |
+$634M |
SPY, AAPL, MSFT, UNH, MRK
|
13F-HR |
2/13/2019, 05:13 PM |
Q3 2018 |
2,834 |
$34.9B |
+$2.18B |
-$1.62B |
+$561M |
SPY, AAPL, MSFT, JPM, UNH
|
13F-HR |
11/13/2018, 04:09 PM |
Q2 2018 |
2,792 |
$32.6B |
+$2.25B |
-$2.01B |
+$244M |
SPY, AAPL, MSFT, JPM, UNH
|
13F-HR |
8/14/2018, 12:57 PM |
Q1 2018 |
2,808 |
$31.7B |
+$2.31B |
-$1.64B |
+$668M |
SPY, AAPL, MSFT, JPM, IEFA
|
13F-HR |
5/11/2018, 11:25 AM |
Q4 2017 |
2,750 |
$31.5B |
+$2.84B |
-$1.59B |
+$1.26B |
SPY, AAPL, MSFT, JPM, UNH
|
13F-HR |
2/14/2018, 11:24 AM |
Q3 2017 |
2,680 |
$28.8B |
+$9.29B |
-$1.03B |
+$8.26B |
AAPL, SPY, JPM, MSFT, JNJ
|
13F-HR |
11/13/2017, 03:42 PM |
Q2 2017 |
57 |
$111M |
$0 |
$0 |
|
AAPL, JNJ, PFE, TWX, JPM
|
New Holdings |
11/1/2017, 01:17 PM |
Q2 2017 |
2,612 |
$19.7B |
+$1.72B |
-$8.38B |
-$6.65B |
MSFT, UNH, GOOGL, IEFA, ABBV
|
13F-HR |
8/14/2017, 11:43 AM |
Q1 2017 |
2,586 |
$25.8B |
+$2.6B |
-$1.32B |
+$1.28B |
AAPL, SPY, MSFT, JPM, JNJ
|
13F-HR |
5/10/2017, 01:08 PM |
Q4 2016 |
2,517 |
$23.6B |
+$2.06B |
-$1.23B |
+$836M |
AAPL, SPY, MSFT, JPM, XOM
|
13F-HR |
2/16/2017, 01:14 PM |
Q3 2016 |
2,453 |
$22.2B |
+$1.41B |
-$1.3B |
+$119M |
AAPL, SPY, XOM, MSFT, JNJ
|
13F-HR |
11/15/2016, 10:56 AM |
Q2 2016 |
2,825 |
$21.6B |
+$3.5B |
-$1.03B |
+$2.47B |
SPY, AAPL, XOM, JNJ, MSFT
|
13F-HR |
8/17/2016, 10:10 AM |
Q1 2016 |
2,354 |
$18.8B |
+$1.62B |
-$2.21B |
-$590M |
AAPL, XOM, JNJ, MSFT, VZ
|
13F-HR |
5/16/2016, 03:16 PM |
Q4 2015 |
2,429 |
$19.2B |
+$2.24B |
-$1.51B |
+$730M |
AAPL, XOM, JNJ, WFC, MSFT
|
Restatement |
3/21/2016, 01:10 PM |
Q3 2015 |
2,291 |
$17.8B |
+$1.56B |
-$1.44B |
+$119M |
AAPL, XOM, JNJ, SPY, WFC
|
13F-HR |
11/16/2015, 03:48 PM |
Q2 2015 |
2,538 |
$19.3B |
$0 |
$0 |
|
AAPL, SPY, XOM, JNJ, WFC
|
New Holdings |
8/17/2015, 03:47 PM |
Q2 2015 |
2,538 |
$19.3B |
+$2.8B |
-$1.48B |
+$1.32B |
AAPL, SPY, XOM, JNJ, WFC
|
13F-HR |
8/14/2015, 06:02 PM |
Q1 2015 |
2,348 |
$18.2B |
+$2.23B |
-$1.09B |
+$1.13B |
AAPL, XOM, GE, JNJ, PFE
|
13F-HR |
5/14/2015, 02:24 PM |
Q4 2014 |
2,413 |
$17B |
+$6.77B |
-$1.51B |
+$5.26B |
AAPL, XOM, MSFT, CVX, JNJ
|
13F-HR |
2/13/2015, 02:25 PM |
Q3 2014 |
2,249 |
$11.4B |
+$1.25B |
-$800M |
+$451M |
SPY, AAPL, MSFT, VZ, GE
|
13F-HR |
11/13/2014, 12:32 PM |
Q2 2014 |
2,208 |
$11.1B |
+$1.55B |
-$1.01B |
+$536M |
SPY, AAPL, MSFT, VZ, GE
|
13F-HR |
8/14/2014, 04:33 PM |
Q1 2014 |
2,077 |
$10.4B |
+$10.4B |
$0 |
+$10.4B |
SPY, AAPL, MSFT, GE, VZ
|
13F-HR |
5/15/2014, 06:07 AM |
Q4 2013 |
0 |
$0 |
$0 |
$0 |
|
|
13F-HR |
2/14/2014, 07:24 AM |