Q3 2024 |
586 |
$6.75B |
+$333M |
-$97.9M |
+$235M |
AAPL, MSFT, NVDA, VO, AMZN
|
13F-HR |
11/13/2024, 05:51 PM |
Q2 2024 |
559 |
$6.22B |
+$495M |
-$124M |
+$371M |
MSFT, AAPL, NVDA, VO, AMZN
|
13F-HR |
8/1/2024, 12:10 PM |
Q1 2024 |
569 |
$5.93B |
+$250M |
-$337M |
-$86.9M |
MSFT, AAPL, VO, NVDA, AMZN
|
13F-HR |
5/2/2024, 05:24 PM |
Q4 2023 |
569 |
$5.6B |
+$269M |
-$189M |
+$79.8M |
AAPL, MSFT, VO, AMZN, GOOGL
|
13F-HR |
1/26/2024, 04:00 PM |
Q3 2023 |
554 |
$5B |
+$315M |
-$64.2M |
+$251M |
AAPL, MSFT, VO, AMZN, GOOGL
|
13F-HR |
11/7/2023, 12:47 PM |
Q2 2023 |
498 |
$4.92B |
+$99.3M |
-$107M |
-$7.85M |
AAPL, MSFT, VO, AMZN, GOOGL
|
13F-HR |
7/27/2023, 09:39 AM |
Q1 2023 |
499 |
$4.65B |
+$117M |
-$131M |
-$14.6M |
AAPL, MSFT, VO, AMZN, GOOGL
|
13F-HR |
5/2/2023, 03:22 PM |
Q4 2022 |
502 |
$4.46B |
+$171M |
-$101M |
+$69.8M |
AAPL, MSFT, VO, MRK, UNH
|
13F-HR |
2/14/2023, 12:17 PM |
Q3 2022 |
483 |
$4.06B |
+$216M |
-$65.3M |
+$151M |
AAPL, MSFT, VO, AMZN, UNH
|
13F-HR |
11/1/2022, 01:45 PM |
Q2 2022 |
502 |
$4.28B |
+$299M |
-$66.8M |
+$232M |
AAPL, MSFT, VO, AMZN, UNH
|
13F-HR |
8/2/2022, 04:30 PM |
Q1 2022 |
516 |
$4.83B |
+$257M |
-$85.6M |
+$171M |
AAPL, MSFT, VO, AMZN, GOOGL
|
13F-HR |
4/28/2022, 04:57 PM |
Q4 2021 |
517 |
$4.87B |
+$96.3M |
-$324M |
-$228M |
AAPL, MSFT, VO, AMZN, GOOGL
|
13F-HR |
2/10/2022, 11:19 AM |
Q3 2021 |
539 |
$4.67B |
+$160M |
-$50M |
+$110M |
AAPL, MSFT, VO, AMZN, JPM
|
13F-HR |
10/26/2021, 02:02 PM |
Q2 2021 |
529 |
$4.6B |
+$122M |
-$87.5M |
+$34.6M |
AAPL, MSFT, VO, AMZN, JPM
|
13F-HR |
8/3/2021, 10:30 AM |
Q1 2021 |
528 |
$4.3B |
+$185M |
-$130M |
+$55.3M |
AAPL, MSFT, VO, AMZN, JPM
|
13F-HR |
4/29/2021, 03:03 PM |
Q4 2020 |
528 |
$3.98B |
+$237M |
-$58.5M |
+$179M |
AAPL, MSFT, AMZN, VO, JPM
|
13F-HR |
2/10/2021, 02:05 PM |
Q3 2020 |
502 |
$3.41B |
+$333M |
-$138M |
+$195M |
AAPL, MSFT, AMZN, VO, VZ
|
13F-HR |
11/13/2020, 05:44 PM |
Q2 2020 |
517 |
$3.12B |
+$520M |
-$62.9M |
+$457M |
AAPL, MSFT, AMZN, JPM, SPY
|
13F-HR |
8/7/2020, 01:52 PM |
Q1 2020 |
477 |
$2.26B |
+$125M |
-$83.4M |
+$41.7M |
MSFT, AAPL, AMZN, VZ, SPY
|
13F-HR |
4/23/2020, 11:04 AM |
Q4 2019 |
546 |
$2.81B |
+$121M |
-$60.6M |
+$60.4M |
AAPL, MSFT, JPM, SPY, VZ
|
13F-HR |
1/31/2020, 11:48 AM |
Q3 2019 |
538 |
$2.55B |
+$109M |
-$53.4M |
+$55.1M |
MSFT, AAPL, JPM, SPY, VZ
|
13F-HR |
11/8/2019, 10:23 AM |
Q2 2019 |
525 |
$2.46B |
+$102M |
-$62.5M |
+$39.7M |
MSFT, AAPL, SPY, JPM, VZ
|
13F-HR |
8/14/2019, 04:52 PM |
Q1 2019 |
530 |
$2.35B |
+$171M |
-$99.8M |
+$71.1M |
AAPL, MSFT, SPY, VZ, MRK
|
13F-HR |
5/10/2019, 11:30 AM |
Q4 2018 |
472 |
$2.03B |
+$118M |
-$76.2M |
+$41.8M |
MSFT, AAPL, VEA, SPY, VZ
|
13F-HR |
2/1/2019, 04:03 PM |
Q3 2018 |
499 |
$2.28B |
+$65.3M |
-$71.7M |
-$6.47M |
AAPL, MSFT, SPY, JPM, VZ
|
13F-HR |
10/30/2018, 04:29 PM |
Q2 2018 |
495 |
$1.92B |
+$92.8M |
-$66.1M |
+$26.7M |
AAPL, MSFT, JPM, VZ, PEP
|
13F-HR |
8/3/2018, 11:57 AM |
Q1 2018 |
488 |
$2.1B |
+$94.4M |
-$119M |
-$24.4M |
MSFT, AAPL, SPY, JPM, SCHV
|
13F-HR |
4/26/2018, 11:47 AM |
Q4 2017 |
482 |
$2.18B |
+$110M |
-$86.3M |
+$24.2M |
MSFT, SPY, AAPL, JPM, VZ
|
13F-HR |
2/12/2018, 01:23 PM |
Q3 2017 |
489 |
$2.05B |
+$102M |
-$135M |
-$32.9M |
SPY, MSFT, AAPL, SCHV, VZ
|
13F-HR |
11/13/2017, 05:12 PM |
Q2 2017 |
491 |
$2.01B |
+$82.9M |
-$61.2M |
+$21.7M |
SPY, AAPL, MSFT, SCHV, GE
|
13F-HR |
8/10/2017, 10:32 AM |
Q1 2017 |
494 |
$1.96B |
+$147M |
-$144M |
+$2.83M |
SPY, AAPL, MSFT, GE, SCHV
|
13F-HR |
5/12/2017, 10:40 AM |
Q4 2016 |
495 |
$1.88B |
+$257M |
-$136M |
+$121M |
IWF, SPY, GE, MSFT, AAPL
|
13F-HR |
2/13/2017, 11:12 AM |
Q2 2016 |
439 |
$1.67B |
+$86.3M |
-$75.6M |
+$10.7M |
IWF, IWD, GE, MSFT, PEP
|
13F-HR |
8/9/2016, 12:45 PM |
Q1 2016 |
440 |
$1.61B |
+$164M |
-$134M |
+$29.6M |
IWF, IWD, GE, AAPL, MSFT
|
13F-HR |
5/10/2016, 10:35 AM |
Q4 2015 |
444 |
$1.55B |
+$95M |
-$64.6M |
+$30.5M |
IWF, IWD, GE, MSFT, AAPL
|
13F-HR |
2/9/2016, 10:54 AM |
Q3 2015 |
442 |
$1.45B |
+$119M |
-$110M |
+$9.82M |
IWF, IWD, AAPL, GE, MDY
|
13F-HR |
11/12/2015, 10:56 AM |
Q2 2015 |
450 |
$1.57B |
+$75M |
-$88.2M |
-$13.2M |
IWF, IWD, AAPL, GE, MDY
|
13F-HR |
8/11/2015, 10:05 AM |
Q1 2015 |
457 |
$1.61B |
+$150M |
-$126M |
+$23.9M |
IWF, IWD, AAPL, MDY, VZ
|
13F-HR |
5/4/2015, 04:18 PM |
Q4 2014 |
447 |
$1.58B |
+$180M |
-$78.5M |
+$101M |
IWF, IWD, AAPL, MDY, GE
|
13F-HR |
2/2/2015, 11:54 AM |
Q3 2014 |
432 |
$1.43B |
+$90.4M |
-$84.8M |
+$5.61M |
IWF, MDY, SDY, IWD, GE
|
13F-HR |
11/7/2014, 11:42 AM |
Q2 2014 |
424 |
$1.44B |
+$105M |
-$84.4M |
+$20.8M |
MDY, IWF, SDY, IWD, GE
|
13F-HR |
8/11/2014, 03:06 PM |
Q1 2014 |
437 |
$1.39B |
+$104M |
-$65.2M |
+$38.7M |
IWF, MDY, SDY, XOM, GE
|
13F-HR |
5/6/2014, 10:59 AM |
Q4 2013 |
408 |
$1.33B |
$0 |
$0 |
|
MDY, IWF, EGOV, SDY, XOM
|
13F-HR |
2/7/2014, 02:12 PM |