Q3 2024 |
519 |
$4.98B |
+$218M |
-$185M |
+$32.7M |
MSFT, AAPL, VOO, SPY, AMZN
|
13F-HR |
11/5/2024, 02:14 PM |
Q2 2024 |
540 |
$4.63B |
+$179M |
-$131M |
+$47.8M |
MSFT, AAPL, VOO, AMZN, SPY
|
13F-HR |
8/6/2024, 09:48 AM |
Q1 2024 |
530 |
$4.62B |
+$214M |
-$116M |
+$97.4M |
MSFT, AAPL, VOO, AMZN, SPY
|
13F-HR |
4/30/2024, 10:34 AM |
Q4 2023 |
526 |
$4.21B |
+$129M |
-$193M |
-$64.6M |
MSFT, AAPL, VOO, SPY, AMZN
|
13F-HR |
1/22/2024, 04:44 PM |
Q3 2023 |
510 |
$3.87B |
+$134M |
-$119M |
+$15.2M |
MSFT, AAPL, VOO, AMZN, UNH
|
13F-HR |
11/3/2023, 11:13 AM |
Q2 2023 |
558 |
$3.99B |
+$148M |
-$108M |
+$39.9M |
AAPL, MSFT, VOO, AMZN, SPY
|
13F-HR |
8/7/2023, 04:04 PM |
Q1 2023 |
553 |
$3.72B |
+$271M |
-$140M |
+$132M |
AAPL, MSFT, VOO, SPY, UNH
|
13F-HR |
4/26/2023, 09:48 AM |
Q4 2022 |
542 |
$3.47B |
+$579M |
-$96.3M |
+$483M |
AAPL, MSFT, VOO, UNH, SPY
|
13F-HR |
2/3/2023, 10:37 AM |
Q3 2022 |
538 |
$2.76B |
+$232M |
-$68.8M |
+$163M |
AAPL, VOO, MSFT, SPY, UNH
|
13F-HR |
10/31/2022, 01:42 PM |
Q2 2022 |
433 |
$2.81B |
+$215M |
-$81.4M |
+$134M |
VOO, AAPL, MSFT, SPY, UNH
|
13F-HR |
7/29/2022, 10:13 AM |
Q1 2022 |
439 |
$3.16B |
+$202M |
-$124M |
+$77.4M |
VOO, AAPL, MSFT, SPY, PNFP
|
13F-HR |
5/2/2022, 11:05 AM |
Q4 2021 |
470 |
$3.2B |
+$192M |
-$50.7M |
+$141M |
VOO, AAPL, MSFT, SPY, PNFP
|
13F-HR |
2/1/2022, 12:25 PM |
Q3 2021 |
468 |
$2.84B |
+$436M |
-$54.6M |
+$381M |
VOO, AAPL, MSFT, SPY, PNFP
|
13F-HR |
10/26/2021, 02:13 PM |
Q2 2021 |
466 |
$2.47B |
+$189M |
-$60.8M |
+$128M |
VOO, SPY, AAPL, MSFT, PNFP
|
13F-HR |
7/21/2021, 02:23 PM |
Q1 2021 |
432 |
$2.19B |
+$203M |
-$142M |
+$61.9M |
VOO, SPY, AAPL, MSFT, PNFP
|
13F-HR |
4/19/2021, 11:34 AM |
Q4 2020 |
479 |
$1.99B |
+$101M |
-$100M |
+$761K |
VOO, SPY, AAPL, MSFT, PNFP
|
13F-HR |
1/13/2021, 03:03 PM |
Q3 2020 |
450 |
$1.84B |
+$106M |
-$77.8M |
+$27.9M |
VOO, SPY, AAPL, MSFT, AMZN
|
13F-HR |
10/27/2020, 03:48 PM |
Q2 2020 |
434 |
$1.75B |
+$145M |
-$88.9M |
+$56.4M |
VOO, SPY, MSFT, AAPL, IWF
|
13F-HR |
7/28/2020, 02:12 PM |
Q1 2020 |
440 |
$1.45B |
+$248M |
-$86.5M |
+$161M |
VOO, SPY, MSFT, AAPL, PNFP
|
13F-HR |
4/16/2020, 12:07 PM |
Q4 2019 |
473 |
$1.61B |
+$159M |
-$40.3M |
+$119M |
PNFP, SPY, MSFT, AAPL, JPM
|
13F-HR |
2/6/2020, 09:22 AM |
Q3 2019 |
342 |
$1.39B |
+$83.9M |
-$38.2M |
+$45.7M |
PNFP, SPY, MSFT, VCIT, AAPL
|
13F-HR |
10/25/2019, 11:20 AM |
Q2 2019 |
347 |
$1.33B |
+$102M |
-$50.4M |
+$51.8M |
PNFP, SPY, MSFT, VCIT, VCSH
|
13F-HR |
8/13/2019, 09:56 AM |
Q1 2019 |
453 |
$1.24B |
+$112M |
-$49.5M |
+$62.8M |
PNFP, SPY, VCSH, MSFT, IWF
|
13F-HR |
5/2/2019, 09:53 AM |
Q4 2018 |
315 |
$1.06B |
+$104M |
-$84.7M |
+$19M |
PNFP, VCSH, SPY, MSFT, IWF
|
13F-HR |
2/4/2019, 01:52 PM |
Q3 2018 |
438 |
$1.19B |
+$111M |
-$31M |
+$80.1M |
PNFP, SPY, VCSH, IWF, MSFT
|
13F-HR |
10/31/2018, 09:31 AM |
Q2 2018 |
403 |
$1.05B |
+$76.1M |
-$25.2M |
+$50.9M |
PNFP, SPY, IWF, BIV, MSFT
|
13F-HR |
7/27/2018, 04:02 PM |
Q1 2018 |
411 |
$985M |
+$98.5M |
-$42.9M |
+$55.6M |
PNFP, SPY, BIV, IWF, IWD
|
13F-HR |
5/3/2018, 03:20 PM |
Q4 2017 |
313 |
$948M |
+$142M |
-$12.7M |
+$129M |
PNFP, BIV, SPY, IWF, IWD
|
13F-HR |
2/8/2018, 12:23 PM |
Q3 2017 |
275 |
$779M |
+$144M |
-$90.3M |
+$53.8M |
PNFP, IWF, SPY, IWD, MSFT
|
13F-HR |
11/8/2017, 04:47 PM |
Q2 2017 |
476 |
$703M |
+$200M |
-$12.2M |
+$187M |
BIV, SPY, PNFP, AAPL, MSFT
|
13F-HR |
8/2/2017, 03:57 PM |
Q1 2017 |
246 |
$507M |
+$43.6M |
-$13.4M |
+$30.2M |
PNFP, AAPL, MSFT, SPY, AMZN
|
13F-HR |
5/3/2017, 12:21 PM |
Q4 2016 |
231 |
$463M |
+$45.1M |
-$39.7M |
+$5.42M |
PNFP, SPY, AAPL, MSFT, XOM
|
13F-HR |
2/15/2017, 05:19 PM |
Q3 2016 |
293 |
$440M |
+$12.5M |
-$5.95M |
+$6.58M |
PNFP, SPY, AAPL, MSFT, XOM
|
13F-HR |
11/14/2016, 08:21 PM |
Q2 2016 |
279 |
$435M |
+$40.5M |
-$14.8M |
+$25.7M |
PNFP, SPY, MSFT, XOM, AAPL
|
13F-HR |
8/2/2016, 10:59 AM |
Q1 2016 |
253 |
$390M |
+$88.2M |
-$22.2M |
+$66M |
PNFP, AAPL, MSFT, XOM, SPY
|
13F-HR |
5/4/2016, 10:33 AM |
Q4 2015 |
241 |
$321M |
+$40.4M |
-$50.8M |
-$10.3M |
PNFP, SPY, MSFT, AAPL, XOM
|
13F-HR |
1/28/2016, 04:42 PM |
Q3 2015 |
236 |
$318M |
+$42.3M |
-$14.1M |
+$28.2M |
PNFP, EFA, AAPL, MSFT, XOM
|
13F-HR |
11/6/2015, 10:44 AM |
Q2 2015 |
233 |
$316M |
+$26M |
-$11.5M |
+$14.6M |
PNFP, EFA, AAPL, HCA, SPY
|
13F-HR |
8/28/2015, 09:52 AM |
Q1 2015 |
231 |
$299M |
+$21.3M |
-$7.68M |
+$13.6M |
PNFP, EFA, AAPL, HCA, SPY
|
13F-HR |
5/5/2015, 04:41 PM |
Q4 2014 |
218 |
$287M |
+$24.2M |
-$7.28M |
+$16.9M |
PNFP, AAPL, XOM, HCA, EFA
|
13F-HR |
1/30/2015, 07:11 AM |
Q3 2014 |
200 |
$262M |
+$19.5M |
-$8.22M |
+$11.3M |
PNFP, AAPL, XOM, HCA, EFA
|
13F-HR |
11/12/2014, 12:25 PM |
Q2 2014 |
194 |
$251M |
+$36.6M |
-$8.61M |
+$28M |
PNFP, XOM, AAPL, JPM, INTC
|
13F-HR |
7/29/2014, 09:10 AM |
Q1 2014 |
181 |
$223M |
+$20.5M |
-$17M |
+$3.42M |
PNFP, XOM, SPY, JPM, GOOGL
|
13F-HR |
5/2/2014, 02:37 PM |
Q4 2013 |
166 |
$219M |
$0 |
$0 |
|
PNFP, XOM, AMZN, SPY, GOOGL
|
13F-HR |
2/10/2014, 03:30 PM |