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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 701 | $1,328,905,795 | +$49,091,019 | -$26,854,631 | +$22,236,388 | AAPL, MSFT, IVV, NVDA, GOOGL | 13F-HR | 12 Feb 2026, 09:38 |
| Q3 2025 | 683 | $1,298,262,857 | +$55,955,956 | -$39,437,531 | +$16,518,425 | AAPL, MSFT, IVV, NVDA, JPM | 13F-HR | 10 Nov 2025, 15:02 |
| Q2 2025 | 695 | $1,210,243,849 | +$32,151,229 | -$22,254,669 | +$9,896,560 | AAPL, MSFT, IVV, NVDA, JPM | 13F-HR | 13 Aug 2025, 09:48 |
| Q1 2025 | 673 | $1,124,099,000 | +$41,362,512 | -$14,601,495 | +$26,761,017 | AAPL, MSFT, IVV, LLY, V | 13F-HR | 13 May 2025, 20:42 |
| Q4 2024 | 675 | $1,128,282,798 | +$24,291,673 | -$37,148,897 | -$12,857,224 | AAPL, MSFT, IVV, AMZN, LLY | 13F-HR | 13 Feb 2025, 11:29 |
| Q3 2024 | 746 | $1,156,328,793 | +$68,677,224 | -$11,831,940 | +$56,845,284 | AAPL, MSFT, IVV, LLY, AMZN | 13F-HR | 12 Nov 2024, 14:22 |
| Q2 2024 | 753 | $1,044,426,098 | +$41,871,617 | -$18,920,137 | +$22,951,480 | AAPL, MSFT, LLY, IVV, AMZN | 13F-HR | 14 Aug 2024, 08:12 |
| Q1 2024 | 1,019 | $1,011,257,977 | +$36,877,675 | -$19,598,886 | +$17,278,789 | AAPL, MSFT, IVV, LLY, AMZN | 13F-HR | 13 May 2024, 17:38 |
| Q4 2023 | 910 | $942,507,265 | +$15,891,758 | -$32,282,567 | -$16,390,809 | AAPL, MSFT, IVV, LLY, UNH | 13F-HR | 14 Feb 2024, 08:55 |
| Q3 2023 | 916 | $873,091,468 | +$22,875,417 | -$16,065,069 | +$6,810,348 | AAPL, MSFT, IVV, LLY, UNH | 13F-HR | 13 Nov 2023, 10:03 |
| Q2 2023 | 914 | $899,777,212 | +$12,724,700 | -$26,964,682 | -$14,239,982 | AAPL, MSFT, IVV, LLY, JNJ | 13F-HR | 14 Aug 2023, 09:53 |
| Q1 2023 | 905 | $851,163,015 | +$16,616,517 | -$21,646,830 | -$5,030,313 | AAPL, MSFT, IVV, JNJ, UNH | 13F-HR | 11 May 2023, 16:11 |
| Q4 2022 | 912 | $815,103,454 | +$30,084,703 | -$14,085,551 | +$15,999,152 | AAPL, MSFT, IVV, JNJ, UNH | 13F-HR | 14 Feb 2023, 14:28 |
| Q3 2022 | 250 | $738,300,000 | +$90,417,666 | -$3,288,881 | +$87,128,785 | AAPL, MSFT, UNH, IVV, JNJ | 13F-HR | 14 Nov 2022, 10:34 |
| Q2 2022 | 165 | $711,214,000 | +$21,356,827 | -$22,477,570 | -$1,120,743 | AAPL, MSFT, IVV, JNJ, UNH | 13F-HR | 12 Aug 2022, 14:59 |
| Q1 2022 | 181 | $844,881,000 | +$20,335,735 | -$23,356,577 | -$3,020,842 | AAPL, MSFT, IVV, JNJ, UNH | 13F-HR | 09 May 2022, 15:08 |
| Q4 2021 | 183 | $893,994,000 | +$10,304,820 | -$21,819,550 | -$11,514,730 | AAPL, MSFT, IVV, AMZN, UNH | 13F-HR | 14 Feb 2022, 09:18 |
| Q3 2021 | 188 | $810,748,000 | +$7,969,658 | -$16,162,721 | -$8,193,063 | AAPL, MSFT, IVV, AMZN, JNJ | 13F-HR | 12 Nov 2021, 08:39 |
| Q2 2021 | 190 | $819,076,000 | +$21,314,972 | -$15,274,392 | +$6,040,580 | AAPL, MSFT, AMZN, IVV, V | 13F-HR | 05 Aug 2021, 16:39 |
| Q1 2021 | 181 | $760,915,000 | +$18,948,397 | -$9,917,421 | +$9,030,976 | AAPL, MSFT, IVV, AMZN, JNJ | 13F-HR | 10 May 2021, 11:14 |
| Q4 2020 | 164 | $720,697,000 | +$21,499,880 | -$4,666,515 | +$16,833,365 | AAPL, MSFT, AMZN, JNJ, V | 13F-HR | 29 Jan 2021, 14:34 |
| Q3 2020 | 154 | $636,444,000 | +$60,088,495 | -$21,894,509 | +$38,193,986 | AAPL, MSFT, AMZN, JNJ, V | 13F-HR | 26 Oct 2020, 17:29 |
| Q2 2020 | 149 | $586,175,000 | +$33,443,765 | -$13,614,789 | +$19,828,976 | AAPL, MSFT, AMZN, V, JNJ | 13F-HR | 10 Aug 2020, 14:17 |
| Q1 2020 | 143 | $477,818,000 | +$34,574,184 | -$53,714,314 | -$19,140,130 | AAPL, MSFT, JNJ, V, IVV | 13F-HR | 06 May 2020, 15:44 |
| Q4 2019 | 158 | $602,522,000 | +$15,501,638 | -$21,517,805 | -$6,016,167 | AAPL, MSFT, JNJ, V, IVV | 13F-HR | 14 Feb 2020, 15:00 |
| Q3 2019 | 158 | $565,408,000 | +$23,409,593 | -$21,418,172 | +$1,991,421 | AAPL, MSFT, IVV, V, JNJ | 13F-HR | 14 Nov 2019, 20:16 |
| Q2 2019 | 156 | $552,523,000 | +$14,223,974 | -$12,118,067 | +$2,105,907 | AAPL, MSFT, JNJ, V, IVV | 13F-HR | 21 Aug 2019, 17:14 |
| Q1 2019 | 150 | $526,969,000 | +$75,476,210 | -$11,029,355 | +$64,446,855 | AAPL, MSFT, JNJ, V, IVV | 13F-HR | 15 May 2019, 17:29 |
| Q4 2018 | 142 | $409,425,000 | +$6,182,133 | -$65,337,658 | -$59,155,525 | AAPL, MSFT, JNJ, V, DIS | 13F-HR | 11 Feb 2019, 17:50 |
| Q3 2018 | 149 | $534,753,000 | +$7,627,939 | -$16,394,392 | -$8,766,453 | AAPL, MSFT, JNJ, V, AMZN | 13F-HR | 14 Nov 2018, 11:09 |
| Q2 2018 | 147 | $504,647,000 | +$8,797,710 | -$8,403,040 | +$394,670 | AAPL, MSFT, JNJ, IVV, V | 13F-HR | 14 Aug 2018, 09:23 |
| Q1 2018 | 149 | $490,488,000 | +$7,900,261 | -$148,718,472 | -$140,818,211 | AAPL, MSFT, JNJ, IVV, V | 13F-HR | 09 May 2018, 17:42 |
| Q4 2017 | 157 | $645,209,000 | +$170,422,717 | -$5,059,323 | +$165,363,394 | AAPL, JNJ, MSFT, IVV, IJH | 13F-HR | 21 Feb 2018, 16:11 |
| Q3 2017 | 140 | $455,198,000 | +$14,614,935 | -$8,625,676 | +$5,989,259 | AAPL, JNJ, MSFT, PG, DUK | 13F-HR | 14 Nov 2017, 12:30 |
| Q2 2017 | 141 | $440,493,000 | +$113,128,476 | -$1,198,702 | +$111,929,774 | AAPL, JNJ, MSFT, DIS, PG | 13F-HR | 14 Aug 2017, 17:23 |
| Q1 2017 | 124 | $319,522,000 | +$17,704,800 | -$22,171,781 | -$4,466,981 | AAPL, JNJ, MSFT, DIS, DUK | 13F-HR | 15 May 2017, 17:10 |
| Q4 2016 | 128 | $309,795,000 | +$9,482,260 | -$25,502,817 | -$16,020,557 | AAPL, JNJ, XOM, DIS, MSFT | 13F-HR | 13 Feb 2017, 15:00 |
| Q3 2016 | 134 | $318,348,000 | +$5,668,045 | -$6,113,541 | -$445,496 | AAPL, JNJ, PG, DUK, XOM | 13F-HR | 18 Oct 2016, 13:48 |
| Q2 2016 | 135 | $312,565,000 | +$9,040,356 | -$9,382,658 | -$342,302 | JNJ, AAPL, DUK, XOM, PG | 13F-HR | 22 Aug 2016, 09:09 |
| Q1 2016 | 134 | $306,448,000 | +$8,438,903 | -$11,510,385 | -$3,071,482 | AAPL, JNJ, DUK, DIS, PG | 13F-HR | 13 May 2016, 14:51 |
| Q4 2015 | 135 | $300,727,000 | +$6,980,799 | -$13,937,811 | -$6,957,012 | AAPL, JNJ, DIS, PG, MSFT | 13F-HR | 12 Feb 2016, 11:57 |
| Q3 2015 | 132 | $297,756,000 | +$9,829,316 | -$10,914,136 | -$1,084,820 | AAPL, JNJ, DIS, DUK, PG | 13F-HR | 18 Nov 2015, 09:03 |
| Q2 2015 | 133 | $322,624,000 | +$5,438,921 | -$6,718,698 | -$1,279,777 | AAPL, JNJ, DIS, XOM, PG | 13F-HR | 05 Aug 2015, 13:13 |
| Q1 2015 | 135 | $327,298,000 | +$75,678,146 | -$3,740,007 | +$71,938,139 | AAPL, JNJ, DIS, DUK, PG | 13F-HR | 01 Jun 2015, 10:35 |
| Q4 2014 | 137 | $258,564,000 | +$3,661,142 | -$77,552,816 | -$73,891,674 | AAPL, JNJ, XOM, DUK, PG | 13F-HR | 13 Feb 2015, 15:42 |
| Q3 2014 | 139 | $322,867,000 | +$2,948,571 | -$5,216,069 | -$2,267,498 | AAPL, JNJ, XOM, PG, DUK | 13F-HR | 14 Nov 2014, 14:47 |
| Q2 2014 | 136 | $329,032,000 | +$28,807,107 | -$16,994,115 | +$11,812,992 | XOM, JNJ, AAPL, DUK, PG | 13F-HR | 14 Aug 2014, 15:03 |
| Q1 2014 | 133 | $319,800,000 | +$18,696,157 | -$20,507,520 | -$1,811,363 | XOM, JNJ, AAPL, PG, DUK | 13F-HR | 15 May 2014, 11:40 |
| Q4 2013 | 113 | $318,397,000 | $0 | $0 | $0 | XOM, JNJ, AAPL, PG, DUK | 13F-HR | 14 Feb 2014, 09:23 |