Q3 2024 |
746 |
$1.16B |
+$68.7M |
-$11.8M |
+$56.8M |
AAPL, MSFT, IVV, LLY, AMZN
|
13F-HR |
11/12/2024, 02:22 PM |
Q2 2024 |
753 |
$1.04B |
+$41.9M |
-$18.9M |
+$23M |
AAPL, MSFT, LLY, IVV, AMZN
|
13F-HR |
8/14/2024, 08:12 AM |
Q1 2024 |
1,019 |
$1.01B |
+$36.9M |
-$19.6M |
+$17.3M |
AAPL, MSFT, IVV, LLY, AMZN
|
13F-HR |
5/13/2024, 05:38 PM |
Q4 2023 |
910 |
$943M |
+$15.9M |
-$32.3M |
-$16.4M |
AAPL, MSFT, IVV, LLY, UNH
|
13F-HR |
2/14/2024, 08:55 AM |
Q3 2023 |
916 |
$873M |
+$22.9M |
-$16.1M |
+$6.81M |
AAPL, MSFT, IVV, LLY, UNH
|
13F-HR |
11/13/2023, 10:03 AM |
Q2 2023 |
914 |
$900M |
+$12.7M |
-$27M |
-$14.2M |
AAPL, MSFT, IVV, LLY, JNJ
|
13F-HR |
8/14/2023, 09:53 AM |
Q1 2023 |
905 |
$851M |
+$16.6M |
-$21.6M |
-$5.03M |
AAPL, MSFT, IVV, JNJ, UNH
|
13F-HR |
5/11/2023, 04:11 PM |
Q4 2022 |
912 |
$815M |
+$30.1M |
-$14.1M |
+$16M |
AAPL, MSFT, IVV, JNJ, UNH
|
13F-HR |
2/14/2023, 02:28 PM |
Q3 2022 |
250 |
$738M |
+$90.4M |
-$3.29M |
+$87.1M |
AAPL, MSFT, UNH, IVV, JNJ
|
13F-HR |
11/14/2022, 10:34 AM |
Q2 2022 |
165 |
$711M |
+$21.4M |
-$22.5M |
-$1.12M |
AAPL, MSFT, IVV, JNJ, UNH
|
13F-HR |
8/12/2022, 02:59 PM |
Q1 2022 |
181 |
$845M |
+$20.3M |
-$23.4M |
-$3.02M |
AAPL, MSFT, IVV, JNJ, UNH
|
13F-HR |
5/9/2022, 03:08 PM |
Q4 2021 |
183 |
$894M |
+$10.3M |
-$21.8M |
-$11.5M |
AAPL, MSFT, IVV, AMZN, UNH
|
13F-HR |
2/14/2022, 09:18 AM |
Q3 2021 |
188 |
$811M |
+$7.97M |
-$16.2M |
-$8.19M |
AAPL, MSFT, IVV, AMZN, JNJ
|
13F-HR |
11/12/2021, 08:39 AM |
Q2 2021 |
190 |
$819M |
+$21.3M |
-$15.3M |
+$6.04M |
AAPL, MSFT, AMZN, IVV, V
|
13F-HR |
8/5/2021, 04:39 PM |
Q1 2021 |
181 |
$761M |
+$18.9M |
-$9.92M |
+$9.03M |
AAPL, MSFT, IVV, AMZN, JNJ
|
13F-HR |
5/10/2021, 11:14 AM |
Q4 2020 |
164 |
$721M |
+$21.5M |
-$4.67M |
+$16.8M |
AAPL, MSFT, AMZN, JNJ, V
|
13F-HR |
1/29/2021, 02:34 PM |
Q3 2020 |
154 |
$636M |
+$60.1M |
-$21.9M |
+$38.2M |
AAPL, MSFT, AMZN, JNJ, V
|
13F-HR |
10/26/2020, 05:29 PM |
Q2 2020 |
149 |
$586M |
+$33.4M |
-$13.6M |
+$19.8M |
AAPL, MSFT, AMZN, V, JNJ
|
13F-HR |
8/10/2020, 02:17 PM |
Q1 2020 |
143 |
$478M |
+$34.6M |
-$53.7M |
-$19.1M |
AAPL, MSFT, JNJ, V, IVV
|
13F-HR |
5/6/2020, 03:44 PM |
Q4 2019 |
158 |
$603M |
+$15.5M |
-$21.5M |
-$6.02M |
AAPL, MSFT, JNJ, V, IVV
|
13F-HR |
2/14/2020, 03:00 PM |
Q3 2019 |
158 |
$565M |
+$23.4M |
-$21.4M |
+$1.99M |
AAPL, MSFT, IVV, V, JNJ
|
13F-HR |
11/14/2019, 08:16 PM |
Q2 2019 |
156 |
$553M |
+$14.2M |
-$12.1M |
+$2.11M |
AAPL, MSFT, JNJ, V, IVV
|
13F-HR |
8/21/2019, 05:14 PM |
Q1 2019 |
150 |
$527M |
+$75.5M |
-$11M |
+$64.4M |
AAPL, MSFT, JNJ, V, IVV
|
13F-HR |
5/15/2019, 05:29 PM |
Q4 2018 |
142 |
$409M |
+$6.18M |
-$65.3M |
-$59.2M |
AAPL, MSFT, JNJ, V, DIS
|
13F-HR |
2/11/2019, 05:50 PM |
Q3 2018 |
149 |
$535M |
+$7.63M |
-$16.4M |
-$8.77M |
AAPL, MSFT, JNJ, V, AMZN
|
13F-HR |
11/14/2018, 11:09 AM |
Q2 2018 |
147 |
$505M |
+$8.8M |
-$8.4M |
+$395K |
AAPL, MSFT, JNJ, IVV, V
|
13F-HR |
8/14/2018, 09:23 AM |
Q1 2018 |
149 |
$490M |
+$7.9M |
-$149M |
-$141M |
AAPL, MSFT, JNJ, IVV, V
|
13F-HR |
5/9/2018, 05:42 PM |
Q4 2017 |
157 |
$645M |
+$170M |
-$5.06M |
+$165M |
AAPL, JNJ, MSFT, IVV, IJH
|
13F-HR |
2/21/2018, 04:11 PM |
Q3 2017 |
140 |
$455M |
+$14.6M |
-$8.63M |
+$5.99M |
AAPL, JNJ, MSFT, PG, DUK
|
13F-HR |
11/14/2017, 12:30 PM |
Q2 2017 |
141 |
$440M |
+$113M |
-$1.2M |
+$112M |
AAPL, JNJ, MSFT, DIS, PG
|
13F-HR |
8/14/2017, 05:23 PM |
Q1 2017 |
124 |
$320M |
+$17.7M |
-$22.2M |
-$4.47M |
AAPL, JNJ, MSFT, DIS, DUK
|
13F-HR |
5/15/2017, 05:10 PM |
Q4 2016 |
128 |
$310M |
+$9.48M |
-$25.5M |
-$16M |
AAPL, JNJ, XOM, DIS, MSFT
|
13F-HR |
2/13/2017, 03:00 PM |
Q3 2016 |
134 |
$318M |
+$5.67M |
-$6.11M |
-$445K |
AAPL, JNJ, PG, DUK, XOM
|
13F-HR |
10/18/2016, 01:48 PM |
Q2 2016 |
135 |
$313M |
+$9.04M |
-$9.38M |
-$342K |
JNJ, AAPL, DUK, XOM, PG
|
13F-HR |
8/22/2016, 09:09 AM |
Q1 2016 |
134 |
$306M |
+$8.44M |
-$11.5M |
-$3.07M |
AAPL, JNJ, DUK, DIS, PG
|
13F-HR |
5/13/2016, 02:51 PM |
Q4 2015 |
135 |
$301M |
+$6.98M |
-$13.9M |
-$6.96M |
AAPL, JNJ, DIS, PG, MSFT
|
13F-HR |
2/12/2016, 11:57 AM |
Q3 2015 |
132 |
$298M |
+$9.83M |
-$10.9M |
-$1.08M |
AAPL, JNJ, DIS, DUK, PG
|
13F-HR |
11/18/2015, 09:03 AM |
Q2 2015 |
133 |
$323M |
+$5.44M |
-$6.72M |
-$1.28M |
AAPL, JNJ, DIS, XOM, PG
|
13F-HR |
8/5/2015, 01:13 PM |
Q1 2015 |
135 |
$327M |
+$75.7M |
-$3.74M |
+$71.9M |
AAPL, JNJ, DIS, DUK, PG
|
13F-HR |
6/1/2015, 10:35 AM |
Q4 2014 |
137 |
$259M |
+$3.66M |
-$77.6M |
-$73.9M |
AAPL, JNJ, XOM, DUK, PG
|
13F-HR |
2/13/2015, 03:42 PM |
Q3 2014 |
139 |
$323M |
+$2.95M |
-$5.22M |
-$2.27M |
AAPL, JNJ, XOM, PG, DUK
|
13F-HR |
11/14/2014, 02:47 PM |
Q2 2014 |
136 |
$329M |
+$28.8M |
-$17M |
+$11.8M |
XOM, JNJ, AAPL, DUK, PG
|
13F-HR |
8/14/2014, 03:03 PM |
Q1 2014 |
133 |
$320M |
+$18.7M |
-$20.5M |
-$1.81M |
XOM, JNJ, AAPL, PG, DUK
|
13F-HR |
5/15/2014, 11:40 AM |
Q4 2013 |
113 |
$318M |
$0 |
$0 |
|
XOM, JNJ, AAPL, PG, DUK
|
13F-HR |
2/14/2014, 09:23 AM |