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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2022 | 256 | $394M | +$19.9M | -$39.4M | -$19.5M | SPY, AAPL, VYM, VONG, MSFT | 13F-HR | 1/26/2023, 10:31 AM |
| Q3 2022 | 274 | $388M | +$56.2M | -$22.1M | +$34.1M | SPY, AAPL, AMZN, MSFT, VYM | 13F-HR | 10/17/2022, 06:11 PM |
| Q2 2022 | 278 | $382M | +$27.5M | -$15.2M | +$12.3M | SPY, AAPL, WRB, MSFT, AMZN | 13F-HR | 7/14/2022, 06:16 PM |
| Q1 2022 | 284 | $456M | +$65.5M | -$21.6M | +$43.8M | SPY, AAPL, AMZN, MSFT, WRB | 13F-HR | 4/14/2022, 05:42 PM |
| Q4 2021 | 280 | $446M | +$30.4M | -$13.1M | +$17.3M | AAPL, AMZN, MSFT, GOOG, WRB | 13F-HR | 1/19/2022, 04:13 PM |
| Q3 2021 | 259 | $397M | +$23.7M | -$8.89M | +$14.8M | AAPL, AMZN, MSFT, META, GOOG | 13F-HR | 10/22/2021, 10:07 AM |
| Q2 2021 | 246 | $383M | +$24.8M | -$9.65M | +$15.1M | AAPL, MSFT, AMZN, META, WRB | 13F-HR | 7/22/2021, 01:26 PM |
| Q1 2021 | 240 | $338M | +$54.4M | -$24.5M | +$29.9M | AAPL, AMZN, MSFT, META, GOOG | 13F-HR | 4/15/2021, 04:47 PM |
| Q4 2020 | 215 | $299M | +$44.1M | -$3.32M | +$40.8M | AAPL, MSFT, AMZN, WRB, META | 13F-HR | 1/19/2021, 07:05 AM |
| Q3 2020 | 178 | $238M | +$27.1M | -$15.7M | +$11.3M | MSFT, AAPL, WRB, META, JNJ | 13F-HR | 10/19/2020, 01:56 PM |
| Q2 2020 | 171 | $219M | +$30.5M | -$5.16M | +$25.4M | AAPL, MSFT, AMZN, WRB, GOOG | 13F-HR | 7/20/2020, 07:43 AM |
| Q1 2020 | 155 | $161M | +$6.2M | -$27.6M | -$21.4M | MSFT, WRB, AAPL, AMZN, JNJ | 13F-HR | 4/16/2020, 11:02 AM |
| Q4 2019 | 183 | $218M | +$12.8M | -$8.57M | +$4.25M | AAPL, WRB, MSFT, AMZN, GOOG | 13F-HR | 1/17/2020, 10:34 AM |
| Q3 2019 | 170 | $198M | +$7.7M | -$37.1M | -$29.4M | WRB, MSFT, AAPL, AMZN, GOOG | 13F-HR | 10/21/2019, 08:15 AM |
| Q2 2019 | 745 | $225M | +$10.9M | -$8.52M | +$2.33M | WRB, MSFT, AMZN, AAPL, V | 13F-HR | 7/18/2019, 11:33 AM |
| Q1 2019 | 744 | $217M | +$12.6M | -$9.16M | +$3.44M | WRB, AMZN, MSFT, AAPL, NEAR | 13F-HR | 5/9/2019, 03:18 PM |
| Q4 2018 | 733 | $189M | +$9.31M | -$9.11M | +$200K | WRB, AMZN, MSFT, AAPL, NEAR | 13F-HR | 2/13/2019, 05:56 PM |
| Q3 2018 | 746 | $218M | +$3.97M | -$31.6M | -$27.6M | AMZN, AAPL, WRB, MSFT, NEAR | 13F-HR | 11/14/2018, 08:31 AM |
| Q2 2018 | 841 | $228M | +$12.9M | -$9.1M | +$3.75M | AMZN, AAPL, WRB, MSFT, MA | 13F-HR | 8/10/2018, 02:20 PM |
| Q1 2018 | 834 | $217M | +$13.3M | -$5.15M | +$8.17M | AMZN, AAPL, WRB, MSFT, MA | 13F-HR | 5/15/2018, 08:24 AM |
| Q4 2017 | 860 | $203M | +$15.9M | -$11.9M | +$3.94M | AMZN, AAPL, WRB, MSFT, JNJ | 13F-HR | 2/12/2018, 02:47 PM |
| Q3 2017 | 878 | $193M | +$7.73M | -$9.45M | -$1.71M | AAPL, WRB, AMZN, JNJ, META | 13F-HR | 10/27/2017, 03:00 PM |
| Q2 2017 | 874 | $188M | +$5.06M | -$10.6M | -$5.54M | WRB, AAPL, AMZN, JNJ, META | 13F-HR | 8/14/2017, 11:10 AM |
| Q1 2017 | 867 | $190M | +$18.5M | -$10.3M | +$8.17M | AAPL, WRB, AMZN, SPY, JNJ | 13F-HR | 5/5/2017, 02:24 PM |
| Q4 2016 | 886 | $168M | $0 | $0 | WRB, AAPL, SPY, AMZN, JNJ | 13F-HR | 5/5/2017, 02:10 PM |