Q3 2024 |
706 |
$2.42B |
+$81.3M |
-$60M |
+$21.3M |
AAPL, MSFT, JPM, GOOGL, SPY
|
13F-HR |
11/13/2024, 03:24 PM |
Q2 2024 |
700 |
$2.27B |
+$85.1M |
-$45.8M |
+$39.3M |
AAPL, MSFT, JPM, GOOGL, AMZN
|
13F-HR |
8/12/2024, 09:15 AM |
Q1 2024 |
696 |
$2.22B |
+$137M |
-$43.2M |
+$93.7M |
MSFT, AAPL, JPM, SPY, GOOGL
|
13F-HR |
5/10/2024, 11:22 AM |
Q4 2023 |
647 |
$2.01B |
+$75.4M |
-$65.9M |
+$9.53M |
AAPL, MSFT, JPM, SPY, GOOGL
|
13F-HR |
2/9/2024, 10:11 AM |
Q3 2023 |
641 |
$1.82B |
+$96.1M |
-$51.5M |
+$44.6M |
AAPL, MSFT, JPM, GOOGL, CVX
|
13F-HR |
11/8/2023, 01:24 PM |
Q2 2023 |
665 |
$1.85B |
+$206M |
-$19.8M |
+$187M |
AAPL, MSFT, JPM, SPY, IVV
|
13F-HR |
8/11/2023, 02:48 PM |
Q1 2023 |
525 |
$1.58B |
+$61.5M |
-$39.2M |
+$22.3M |
AAPL, MSFT, JPM, SPY, ABBV
|
13F-HR |
5/12/2023, 01:50 PM |
Q4 2022 |
506 |
$1.51B |
+$51.1M |
-$58.7M |
-$7.55M |
AAPL, MSFT, JPM, CVX, SPY
|
13F-HR |
2/10/2023, 10:42 AM |
Q3 2022 |
492 |
$1.38B |
+$84.4M |
-$32.4M |
+$52.1M |
AAPL, MSFT, SPY, JNJ, JPM
|
13F-HR |
11/10/2022, 03:46 PM |
Q2 2022 |
514 |
$1.46B |
+$77.5M |
-$23.8M |
+$53.7M |
AAPL, MSFT, SPY, JNJ, JPM
|
13F-HR |
8/11/2022, 10:33 AM |
Q1 2022 |
537 |
$1.64B |
+$46.9M |
-$43.8M |
+$3.01M |
AAPL, MSFT, JPM, GOOGL, SPY
|
13F-HR |
5/11/2022, 10:53 AM |
Q4 2021 |
545 |
$1.71B |
+$44.3M |
-$37.3M |
+$7.01M |
AAPL, MSFT, JPM, SPY, GOOGL
|
13F-HR |
2/9/2022, 10:43 AM |
Q3 2021 |
526 |
$1.56B |
+$67.6M |
-$25.8M |
+$41.8M |
AAPL, MSFT, JPM, GOOGL, SPY
|
13F-HR |
11/9/2021, 11:52 AM |
Q2 2021 |
512 |
$1.52B |
+$69.1M |
-$50.6M |
+$18.5M |
AAPL, MSFT, JPM, GOOGL, HD
|
13F-HR |
8/9/2021, 11:05 AM |
Q1 2021 |
483 |
$1.42B |
+$71.5M |
-$20.6M |
+$51M |
AAPL, MSFT, JPM, JNJ, HD
|
13F-HR |
5/12/2021, 01:04 PM |
Q4 2020 |
463 |
$1.29B |
+$66.2M |
-$30.3M |
+$35.9M |
AAPL, MSFT, JPM, JNJ, AMZN
|
13F-HR |
2/11/2021, 12:18 PM |
Q3 2020 |
445 |
$1.14B |
+$81.7M |
-$33.6M |
+$48M |
AAPL, MSFT, JPM, AMZN, JNJ
|
13F-HR |
11/13/2020, 10:26 AM |
Q2 2020 |
442 |
$1.07B |
+$66M |
-$43.7M |
+$22.3M |
AAPL, MSFT, JPM, JNJ, GOOGL
|
13F-HR |
8/4/2020, 09:20 AM |
Q1 2020 |
414 |
$890M |
+$52.1M |
-$49.2M |
+$2.94M |
AAPL, MSFT, JPM, JNJ, GOOGL
|
13F-HR |
5/11/2020, 11:03 AM |
Q4 2019 |
466 |
$1.12B |
+$38.7M |
-$27.2M |
+$11.4M |
AAPL, MSFT, JPM, JNJ, ITOT
|
13F-HR |
2/11/2020, 04:12 PM |
Q3 2019 |
454 |
$1.04B |
+$62.6M |
-$27.6M |
+$35M |
AAPL, MSFT, JPM, BA, XOM
|
13F-HR |
11/12/2019, 11:02 AM |
Q2 2019 |
439 |
$986M |
+$35.8M |
-$29.8M |
+$6.04M |
MSFT, AAPL, JPM, BA, XOM
|
13F-HR |
8/13/2019, 11:04 AM |
Q1 2019 |
430 |
$955M |
+$39.5M |
-$35.2M |
+$4.29M |
AAPL, MSFT, JPM, BA, XOM
|
13F-HR |
5/15/2019, 12:55 PM |
Q4 2018 |
422 |
$852M |
+$114M |
-$25.6M |
+$88.9M |
AAPL, MSFT, JPM, BA, MMM
|
13F-HR |
2/6/2019, 10:37 AM |
Q3 2018 |
447 |
$867M |
+$24M |
-$30.9M |
-$6.9M |
AAPL, MSFT, JPM, XOM, BA
|
13F-HR |
11/14/2018, 09:35 AM |
Q2 2018 |
453 |
$820M |
$0 |
$0 |
|
AAPL, MSFT, XOM, JPM, MMM
|
New Holdings |
4/15/2019, 12:39 PM |
Q2 2018 |
466 |
$826M |
+$480M |
-$7.69M |
+$473M |
AAPL, MSFT, XOM, JPM, MMM
|
13F-HR |
8/15/2018, 02:08 PM |
Q1 2018 |
293 |
$349M |
+$114M |
-$14.6M |
+$98.9M |
MMM, AAPL, HD, JPM, MSFT
|
13F-HR |
5/15/2018, 10:19 AM |
Q4 2017 |
255 |
$256M |
+$8.2M |
-$19.3M |
-$11.1M |
MMM, AAPL, VEA, VOO, V
|
13F-HR |
2/12/2018, 11:04 AM |
Q3 2017 |
268 |
$254M |
+$17.4M |
-$14.3M |
+$3.06M |
MMM, AAPL, VOO, VEA, V
|
13F-HR |
11/13/2017, 04:17 PM |
Q2 2017 |
258 |
$242M |
+$10.2M |
-$17.1M |
-$6.92M |
MMM, AAPL, VOO, LEG, VEA
|
13F-HR |
8/9/2017, 04:28 PM |
Q1 2017 |
252 |
$242M |
+$19.6M |
-$13.3M |
+$6.27M |
MMM, AAPL, VOO, LEG, XOM
|
13F-HR |
5/8/2017, 03:26 PM |
Q4 2016 |
253 |
$226M |
+$11.2M |
-$26.2M |
-$15M |
MMM, VOO, LEG, XOM, AAPL
|
13F-HR |
2/13/2017, 05:51 PM |
Q3 2016 |
259 |
$236M |
+$15.5M |
-$9.97M |
+$5.54M |
MMM, VOO, AAPL, IVV, XOM
|
13F-HR |
11/9/2016, 03:38 PM |
Q2 2016 |
248 |
$227M |
+$28.7M |
-$13.1M |
+$15.6M |
MMM, XOM, IVV, LEG, JNJ
|
13F-HR |
8/4/2016, 05:26 PM |
Q1 2016 |
245 |
$206M |
+$17.8M |
-$15.6M |
+$2.19M |
MMM, XOM, AAPL, LEG, JNJ
|
13F-HR |
5/10/2016, 04:26 PM |
Q4 2015 |
232 |
$201M |
+$37.6M |
-$20.9M |
+$16.6M |
MMM, AAPL, XOM, LEG, JNJ
|
13F-HR |
2/11/2016, 12:32 PM |
Q3 2015 |
229 |
$176M |
+$7.41M |
-$16.4M |
-$8.98M |
MMM, IVV, AAPL, LEG, XOM
|
13F-HR |
11/6/2015, 02:23 PM |
Q2 2015 |
250 |
$198M |
+$11.2M |
-$9.65M |
+$1.6M |
MMM, IVV, AAPL, LEG, XOM
|
13F-HR |
8/10/2015, 12:17 PM |
Q1 2015 |
254 |
$198M |
+$38.6M |
-$4.92M |
+$33.6M |
MMM, IVV, AAPL, XOM, LEG
|
13F-HR |
5/7/2015, 09:59 AM |
Q4 2014 |
215 |
$166M |
$0 |
$0 |
|
MMM, XOM, LEG, AAPL, JNJ
|
13F-HR |
2/13/2015, 04:22 PM |