Q3 2024 |
240 |
$249M |
+$5.7M |
-$6.9M |
-$1.2M |
NVDA, MSFT, AAPL, IWF, MA
|
13F-HR |
10/29/2024, 09:28 AM |
Q2 2024 |
235 |
$231M |
+$24M |
-$4.55M |
+$19.5M |
NVDA, MSFT, AAPL, IWF, NVO
|
13F-HR |
8/1/2024, 11:12 AM |
Q1 2024 |
232 |
$230M |
+$5.37M |
-$11M |
-$5.62M |
NVDA, MSFT, AAPL, IWF, MA
|
13F-HR |
5/13/2024, 12:57 PM |
Q4 2023 |
243 |
$212M |
+$3.78M |
-$4.75M |
-$969K |
NVDA, MSFT, AAPL, IWF, ACN
|
13F-HR |
1/31/2024, 02:54 PM |
Q3 2023 |
251 |
$189M |
+$6.64M |
-$1.05M |
+$5.59M |
NVDA, MSFT, AAPL, IWF, MA
|
13F-HR |
10/25/2023, 09:48 AM |
Q2 2023 |
245 |
$196M |
+$1.53M |
-$2M |
-$473K |
AAPL, NVDA, MSFT, IWF, MA
|
13F-HR |
8/1/2023, 11:13 AM |
Q1 2023 |
226 |
$184M |
+$459K |
-$1.36M |
-$901K |
AAPL, MSFT, NVDA, IWF, MA
|
13F-HR |
4/28/2023, 10:43 AM |
Q4 2022 |
204 |
$171M |
+$8.05M |
-$5.63M |
+$2.42M |
MSFT, AAPL, IWF, MA, ACN
|
13F-HR |
1/27/2023, 09:36 AM |
Q3 2022 |
201 |
$153M |
+$3.02M |
-$686K |
+$2.33M |
AAPL, MSFT, IWF, RMD, ACN
|
13F-HR |
10/28/2022, 09:40 AM |
Q2 2022 |
198 |
$158M |
+$1.91M |
-$1.05M |
+$858K |
MSFT, AAPL, IWF, ACN, RMD
|
13F-HR |
7/28/2022, 10:47 AM |
Q1 2022 |
196 |
$184M |
+$1.56M |
-$3.71M |
-$2.16M |
AAPL, MSFT, IWF, ACN, BALL
|
13F-HR |
4/27/2022, 10:43 AM |
Q4 2021 |
209 |
$207M |
+$9.45M |
-$2.75M |
+$6.71M |
MSFT, AAPL, IWF, ACN, RMD
|
13F-HR |
2/10/2022, 02:22 PM |
Q3 2021 |
201 |
$183M |
+$11.4M |
-$7.09M |
+$4.35M |
MSFT, AAPL, IWF, RMD, ACN
|
13F-HR |
10/28/2021, 12:42 PM |
Q2 2021 |
228 |
$180M |
+$22.9M |
-$4.62M |
+$18.2M |
MSFT, IWF, AAPL, RMD, ACN
|
13F-HR |
7/27/2021, 10:03 AM |
Q1 2021 |
199 |
$155M |
+$7.85M |
-$4.29M |
+$3.56M |
IWF, MSFT, BALL, VCSH, ACN
|
13F-HR |
4/27/2021, 10:07 AM |
Q4 2020 |
152 |
$145M |
+$5.04M |
-$2.32M |
+$2.72M |
IWF, MSFT, BALL, AAPL, VCSH
|
13F-HR |
1/26/2021, 10:50 AM |
Q3 2020 |
152 |
$128M |
+$6.44M |
-$2.77M |
+$3.68M |
IWF, MSFT, BALL, AAPL, VCSH
|
13F-HR |
10/29/2020, 10:26 AM |
Q2 2020 |
155 |
$117M |
+$5.01M |
-$3.7M |
+$1.31M |
IWF, MSFT, VCSH, RMD, BALL
|
13F-HR |
7/29/2020, 11:48 AM |
Q1 2020 |
147 |
$96M |
+$1.59M |
-$6.58M |
-$5M |
MSFT, IWF, VCSH, MA, SPSB
|
13F-HR |
4/22/2020, 12:52 PM |
Q4 2019 |
163 |
$123M |
+$3.88M |
-$4.51M |
-$631K |
IWF, MSFT, MA, VCSH, CBOE
|
13F-HR |
1/24/2020, 09:48 AM |
Q3 2019 |
164 |
$115M |
+$762K |
-$712K |
+$49.7K |
IWF, MSFT, MA, BALL, CBOE
|
13F-HR |
10/29/2019, 03:05 PM |
Q2 2019 |
169 |
$115M |
+$4.8M |
-$4.52M |
+$276K |
IWF, MSFT, MA, BALL, IWP
|
13F-HR |
8/1/2019, 01:02 PM |
Q1 2019 |
150 |
$110M |
+$2.71M |
-$2.29M |
+$416K |
IWF, MSFT, MA, VAR, WAT
|
13F-HR |
4/23/2019, 10:32 AM |
Q4 2018 |
150 |
$95.9M |
$0 |
$0 |
|
IWF, MSFT, CBOE, MA, FTA
|
13F-HR |
1/22/2019, 11:42 AM |