Q3 2024 |
2,135 |
$6.42B |
+$231M |
-$274M |
-$42.5M |
UMBF, IVV, AAPL, MSFT, NVDA
|
13F-HR |
10/8/2024, 09:16 PM |
Q2 2024 |
2,130 |
$6.1B |
+$322M |
-$461M |
-$139M |
UMBF, IVV, AAPL, MSFT, NVDA
|
13F-HR |
7/29/2024, 05:02 PM |
Q1 2024 |
2,144 |
$6.31B |
+$305M |
-$1.3B |
-$991M |
UMBF, IVV, MSFT, AAPL, BRKA
|
13F-HR |
4/26/2024, 02:30 PM |
Q4 2023 |
1,606 |
$6.84B |
+$227M |
-$346M |
-$119M |
UMBF, BRKA, AAPL, IVV, MSFT
|
13F-HR |
1/23/2024, 09:58 AM |
Q3 2023 |
1,688 |
$6.23B |
+$229M |
-$410M |
-$180M |
UMBF, BRKA, AAPL, IVV, MSFT
|
13F-HR |
10/18/2023, 05:14 PM |
Q2 2023 |
1,679 |
$6.59B |
+$305M |
-$331M |
-$26.4M |
UMBF, BRKA, AAPL, IVV, MSFT
|
13F-HR |
7/25/2023, 10:07 AM |
Q1 2023 |
1,693 |
$6.25B |
+$137M |
-$286M |
-$148M |
BRKA, UMBF, AAPL, IVV, MSFT
|
13F-HR |
4/11/2023, 11:01 AM |
Q4 2022 |
1,713 |
$6.33B |
+$200M |
-$310M |
-$109M |
UMBF, BRKA, IVV, AAPL, MSFT
|
13F-HR |
1/10/2023, 02:12 PM |
Q3 2022 |
1,753 |
$5.93B |
+$350M |
-$349M |
+$995K |
UMBF, BRKA, IVV, AAPL, MSFT
|
13F-HR |
10/13/2022, 02:50 PM |
Q2 2022 |
1,926 |
$6.42B |
+$269M |
-$204M |
+$65.2M |
UMBF, BRKA, IVV, AAPL, MSFT
|
13F-HR |
7/20/2022, 05:21 PM |
Q1 2022 |
2,004 |
$7.56B |
+$314M |
-$329M |
-$14.7M |
UMBF, BRKA, AAPL, IVV, MSFT
|
13F-HR |
4/22/2022, 02:43 PM |
Q4 2021 |
1,996 |
$7.92B |
+$3.15B |
-$85.8M |
+$3.06B |
UMBF, BRKA, IVV, AAPL, MSFT
|
13F-HR |
2/9/2022, 02:30 PM |
Q3 2021 |
372 |
$4.45B |
+$202M |
-$110M |
+$92.4M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
10/18/2021, 02:29 PM |
Q2 2021 |
373 |
$4.37B |
+$111M |
-$78.5M |
+$32.8M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
7/26/2021, 11:28 AM |
Q1 2021 |
358 |
$4.09B |
+$215M |
-$138M |
+$77.2M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
4/15/2021, 11:12 AM |
Q4 2020 |
355 |
$3.71B |
+$220M |
-$337M |
-$117M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
2/4/2021, 04:02 PM |
Q3 2020 |
336 |
$2.93B |
$0 |
-$264K |
-$264K |
UMBF, IVV, IJH, MSFT, AMZN
|
13F-HR |
10/16/2020, 11:20 AM |
Q2 2020 |
333 |
$3.23B |
+$124M |
-$186M |
-$61.5M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
7/16/2020, 03:40 PM |
Q1 2020 |
330 |
$2.79B |
+$148M |
-$166M |
-$17.8M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
5/26/2020, 01:34 PM |
Q4 2019 |
365 |
$3.63B |
+$118M |
-$883M |
-$764M |
UMBF, IVV, IJH, AAPL, MSFT
|
13F-HR |
1/31/2020, 10:39 AM |
Q3 2019 |
377 |
$4.16B |
+$173M |
-$134M |
+$38.7M |
UMBF, IVV, IJH, AAPL, MSFT
|
13F-HR |
10/30/2019, 10:52 AM |
Q2 2019 |
362 |
$4.07B |
+$832M |
-$139M |
+$692M |
UMBF, IVV, IJH, AAPL, IJR
|
13F-HR |
7/30/2019, 04:34 PM |
Q1 2019 |
354 |
$3.28B |
+$202M |
-$520M |
-$318M |
UMBF, IVV, IJH, AAPL, IJR
|
13F-HR |
4/30/2019, 10:41 AM |
Q4 2018 |
332 |
$3.28B |
+$539M |
-$150M |
+$388M |
UMBF, IVV, IJH, AAPL, IJR
|
13F-HR |
1/24/2019, 02:19 PM |
Q3 2018 |
356 |
$3.37B |
+$169M |
-$86.5M |
+$82.7M |
UMBF, IVV, IJH, AAPL, IJR
|
13F-HR |
10/22/2018, 02:48 PM |
Q2 2018 |
334 |
$3.15B |
+$130M |
-$176M |
-$46M |
UMBF, IVV, IJH, AAPL, EFA
|
13F-HR |
7/31/2018, 01:05 PM |
Q1 2018 |
330 |
$3.1B |
+$164M |
-$85.9M |
+$77.9M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
4/25/2018, 02:01 PM |
Q4 2017 |
331 |
$3.07B |
+$104M |
-$82.3M |
+$22.1M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
1/22/2018, 02:38 PM |
Q3 2017 |
315 |
$2.91B |
+$113M |
-$158M |
-$45.4M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
10/11/2017, 03:10 PM |
Q2 2017 |
318 |
$2.86B |
+$72.9M |
-$130M |
-$57M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
8/2/2017, 12:08 PM |
Q1 2017 |
335 |
$2.86B |
+$179M |
-$95.8M |
+$83.6M |
UMBF, IVV, IJH, AAPL, EFA
|
13F-HR |
4/24/2017, 02:56 PM |
Q4 2016 |
330 |
$2.72B |
+$142M |
-$127M |
+$15.3M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
1/18/2017, 03:51 PM |
Q3 2016 |
347 |
$2.48B |
+$139M |
-$76.4M |
+$62.2M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
10/28/2016, 05:01 PM |
Q2 2016 |
349 |
$2.38B |
+$120M |
-$144M |
-$24.7M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
7/26/2016, 12:05 PM |
Q1 2016 |
347 |
$2.35B |
+$177M |
-$180M |
-$2.48M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
4/20/2016, 04:14 PM |
Q4 2015 |
346 |
$2.3B |
+$652M |
-$98.8M |
+$553M |
UMBF, IVV, IJH, EFA, IJR
|
13F-HR |
1/19/2016, 05:27 PM |
Q3 2015 |
300 |
$1.7B |
+$185M |
-$527M |
-$342M |
UMBF, AAPL, VFC, HD, JPM
|
13F-HR |
10/28/2015, 10:23 AM |
Q2 2015 |
313 |
$2.18B |
+$106M |
-$131M |
-$24.8M |
UMBF, AAPL, VFC, JPM, DIS
|
13F-HR |
7/20/2015, 04:29 PM |
Q1 2015 |
303 |
$2.22B |
+$153M |
-$111M |
+$42.7M |
UMBF, AAPL, VFC, CERN, DIS
|
13F-HR |
4/17/2015, 04:41 PM |
Q4 2014 |
300 |
$1.86B |
+$116M |
-$67.9M |
+$48.4M |
AAPL, VFC, XOM, CERN, JNJ
|
13F-HR |
1/22/2015, 05:45 PM |
Q3 2014 |
302 |
$1.75B |
+$94.9M |
-$104M |
-$9.28M |
AAPL, VFC, XOM, JNJ, DIS
|
13F-HR |
10/21/2014, 03:31 PM |
Q2 2014 |
314 |
$1.75B |
+$122M |
-$86.2M |
+$36M |
AAPL, VFC, XOM, CVX, JNJ
|
13F-HR |
7/18/2014, 03:58 PM |
Q1 2014 |
302 |
$1.42B |
+$112M |
-$367M |
-$255M |
AAPL, VFC, XOM, CVX, JNJ
|
13F-HR |
4/30/2014, 03:46 PM |
Q4 2013 |
297 |
$1.68B |
$0 |
$0 |
|
XOM, AAPL, VFC, CVX, GE
|
13F-HR |
2/5/2014, 03:28 PM |