Q3 2024 |
2,436 |
$14.8B |
+$5.94B |
-$4.82B |
+$1.12B |
NVDA, SPY, PWSC, MSFT, AMZN
|
13F-HR |
11/14/2024, 11:42 AM |
Q2 2024 |
2,293 |
$12.9B |
+$6.37B |
-$3.44B |
+$2.93B |
MSFT, NVDA, AMZN, AAPL, GOOGL
|
13F-HR |
8/14/2024, 11:15 AM |
Q1 2024 |
2,132 |
$10.5B |
+$5.01B |
-$3.98B |
+$1.03B |
SPY, NVDA, BRKB, AMZN, MSFT
|
13F-HR |
5/14/2024, 08:43 AM |
Q4 2023 |
1,838 |
$8.57B |
+$4.77B |
-$3.2B |
+$1.57B |
SPY, NVDA, AAPL, GOOGL, MSFT
|
13F-HR |
2/14/2024, 08:41 AM |
Q3 2023 |
1,942 |
$6.34B |
+$2.83B |
-$1.57B |
+$1.27B |
NIMC, ATVI, SPY, XEL, ED
|
13F-HR |
11/14/2023, 09:55 AM |
Q2 2023 |
1,872 |
$5.2B |
+$1.98B |
-$2.06B |
-$80.6M |
SPY, GOOGL, CB, RNR, AEP
|
13F-HR |
8/14/2023, 11:58 AM |
Q1 2023 |
1,939 |
$5.12B |
+$2.71B |
-$76.1B |
-$73.4B |
HZNP, SPY, NEE, CNP, EXC
|
13F-HR |
5/15/2023, 07:46 AM |
Q4 2022 |
1,647 |
$5.14B |
+$1.34B |
-$3.79B |
-$2.45B |
ONB, USB, VMW, HZNP, PPL
|
13F-HR |
2/14/2023, 02:49 PM |
Q3 2022 |
2,418 |
$7.22B |
$0 |
$0 |
|
AVLR, ATVI, SPY, ONB, VST
|
New Holdings |
1/18/2023, 03:54 PM |
Q3 2022 |
2,418 |
$7.22B |
+$4.01B |
-$1.17B |
+$2.84B |
AVLR, ATVI, SPY, ONB, VST
|
13F-HR |
11/14/2022, 04:42 PM |
Q2 2022 |
2,187 |
$4.21B |
+$2.02B |
-$2.64B |
-$618M |
LQD, ONB, SPY, EXC, ACI
|
Restatement |
8/30/2022, 03:26 PM |
Q1 2022 |
1,906 |
$5.19B |
+$2.44B |
-$4.38B |
-$1.94B |
ATVI, AAPL, MSFT, CERN, CEG
|
Restatement |
6/2/2022, 09:38 AM |
Q4 2021 |
1,820 |
$7.78B |
+$4.03B |
-$2.84B |
+$1.19B |
META, AMZN, DIS, BA, BIDU
|
Restatement |
5/3/2022, 12:07 PM |
Q3 2021 |
1,595 |
$6.59B |
+$3.12B |
-$3.2B |
-$81.2M |
AMZN, BA, BIDU, PYPL, AZN
|
13F-HR |
11/15/2021, 10:44 AM |
Q2 2021 |
1,712 |
$6.78B |
+$3.28B |
-$2.27B |
+$1.01B |
AMZN, META, MSFT, BA, AAPL
|
13F-HR |
8/16/2021, 04:05 PM |
Q1 2021 |
1,398 |
$5.5B |
+$1.85B |
-$2.97B |
-$1.11B |
AMZN, BA, META, COST, AAPL
|
13F-HR |
5/17/2021, 07:05 PM |
Q4 2020 |
1 |
$0 |
$0 |
$0 |
|
|
New Holdings |
2/18/2021, 05:25 PM |
Q4 2020 |
944 |
$6.5B |
+$4.42B |
-$1.39B |
+$3.02B |
AMZN, AAPL, META, BA, NFLX
|
13F-HR |
2/16/2021, 03:21 PM |
Q3 2020 |
939 |
$3.01B |
+$1.98B |
-$1.21B |
+$764M |
AMZN, BABA, GOOG, MSFT, BA
|
13F-HR |
11/16/2020, 11:03 AM |
Q2 2020 |
960 |
$2.15B |
+$1.24B |
-$739M |
+$502M |
BND, RDSB, RIO, AGG, C
|
13F-HR |
8/14/2020, 03:23 PM |
Q1 2020 |
481 |
$1.34B |
+$664M |
-$2.21B |
-$1.55B |
AGG, FLOT, RDSB, HSBC, MLNX
|
13F-HR |
5/15/2020, 02:15 PM |
Q4 2019 |
911 |
$3.16B |
+$2.12B |
-$850M |
+$1.27B |
META, MSFT, AMZN, QQQ, SPY
|
13F-HR |
2/14/2020, 03:08 PM |
Q3 2019 |
888 |
$1.75B |
+$750M |
-$948M |
-$198M |
SU, HSBC, VOD, LQD, RDSA
|
13F-HR |
11/14/2019, 01:56 PM |
Q2 2019 |
938 |
$2.01B |
+$1.31B |
-$1.19B |
+$117M |
VOD, AABA, BP, DEO, LYG
|
13F-HR |
8/14/2019, 04:52 PM |
Q1 2019 |
992 |
$1.87B |
+$1.54B |
-$893M |
+$650M |
VOD, RDSA, LYG, QSR, BTI
|
13F-HR |
5/15/2019, 04:26 PM |
Q4 2018 |
722 |
$1.21B |
+$593M |
-$1.37B |
-$782M |
FLOT, FLRN, SPIB, SPAB, SPSB
|
13F-HR |
2/14/2019, 02:50 PM |
Q3 2018 |
1,136 |
$2.15B |
+$1.2B |
-$584M |
+$614M |
FTV, AFSI, ESRX, AET, EXC
|
13F-HR |
11/14/2018, 05:49 PM |
Q2 2018 |
968 |
$1.48B |
+$825M |
-$613M |
+$212M |
AFSI, AET, DUK, ETR, CI
|
13F-HR |
8/15/2018, 04:24 PM |
Q1 2018 |
1,039 |
$1.24B |
+$788M |
-$475M |
+$314M |
ETR, D, WR, AEP, AET
|
13F-HR |
5/15/2018, 05:35 PM |
Q4 2017 |
793 |
$939M |
+$496M |
-$629M |
-$133M |
CPN, ACWX, PEG, NEE, IEMG
|
13F-HR |
2/14/2018, 06:17 PM |
Q3 2017 |
1,064 |
$1.06B |
+$667M |
-$458M |
+$209M |
SPY, GMWSB, IEUR, INDY, EXC
|
13F-HR |
11/14/2017, 04:07 PM |
Q2 2017 |
821 |
$842M |
+$454M |
-$562M |
-$109M |
PNRA, EFV, GXP, DUK, MPC
|
13F-HR |
8/15/2017, 04:25 PM |
Q1 2017 |
1,070 |
$948M |
+$499M |
-$528M |
-$28.6M |
XEL, AEP, PNW, GXP, SRE
|
13F-HR |
5/12/2017, 05:31 PM |
Q4 2016 |
1,052 |
$944M |
+$492M |
-$360M |
+$131M |
GMWSB, PCG, SU, EXC, AEP
|
13F-HR |
2/14/2017, 04:07 PM |
Q3 2016 |
1,015 |
$793M |
+$426M |
-$344M |
+$81.4M |
GXP, GMWSB, NXPI, XEL, NEE
|
13F-HR |
11/15/2016, 04:48 PM |
Q2 2016 |
770 |
$685M |
+$417M |
-$278M |
+$139M |
SPY, PCG, PNW, FDX, BKH
|
13F-HR |
8/15/2016, 04:31 PM |
Q1 2016 |
632 |
$544M |
+$348M |
-$282M |
+$66.4M |
BLT, ZBH, PNW, PCG, LRCX
|
13F-HR |
5/13/2016, 04:26 PM |
Q4 2015 |
393 |
$477M |
+$314M |
-$207M |
+$107M |
JNK, GMWSB, BKH, NEE, PCG
|
13F-HR |
2/16/2016, 06:17 PM |
Q3 2015 |
473 |
$364M |
+$224M |
-$303M |
-$79M |
SRE, ZBH, PPL, PCG, NEE
|
13F-HR |
11/13/2015, 04:58 PM |
Q2 2015 |
577 |
$457M |
+$368M |
-$253M |
+$115M |
HSP, EZU, SPY, PPL, FXI
|
13F-HR |
8/14/2015, 03:56 PM |
Q1 2015 |
352 |
$346M |
+$195M |
-$238M |
-$43.6M |
TRW, XLF, BSJF, SWNC, USB
|
13F-HR |
5/14/2015, 05:56 PM |
Q4 2014 |
323 |
$376M |
+$237M |
-$392M |
-$155M |
TRW, ROC, CVD, WIP, HYG
|
13F-HR |
2/13/2015, 05:26 PM |
Q3 2014 |
661 |
$532M |
+$304M |
-$363M |
-$58.6M |
ROC, FXI, ALB, SPY, CCIHY
|
13F-HR |
11/14/2014, 04:29 PM |
Q2 2014 |
611 |
$594M |
+$380M |
-$249M |
+$131M |
FIO, SHPG, SPY, TWC, MCRS
|
13F-HR |
8/14/2014, 04:42 PM |
Q1 2014 |
449 |
$446M |
+$269M |
-$249M |
+$19.8M |
SPY, MNDL, VNET, ULTI, NEON
|
13F-HR |
5/14/2014, 04:26 PM |
Q4 2013 |
466 |
$419M |
$0 |
$0 |
|
SPY, HYG, VNET, MU, MNDL
|
13F-HR |
2/14/2014, 05:08 PM |