| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|
Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 2,063 | $6.32B | +$237M | -$418M | -$181M | UMBF, AAPL, IVV, MSFT, NVDA | 13F-HR | 1/16/2025, 11:57 AM |
| 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 |