Q3 2024 |
930 |
$373M |
+$123M |
-$7.88M |
+$115M |
BRKB, NVDA, QQQ, AAPL, AVGO
|
13F-HR |
11/13/2024, 09:48 AM |
Q2 2024 |
218 |
$251M |
+$23M |
-$29.3M |
-$6.36M |
AVGO, QCOM, AAPL, BRKB, NVDA
|
13F-HR |
8/14/2024, 02:42 PM |
Q1 2024 |
726 |
$260M |
+$80.1M |
-$56.2M |
+$23.9M |
AVGO, BRKB, QCOM, AAPL, PG
|
13F-HR |
5/14/2024, 04:34 PM |
Q4 2023 |
795 |
$221M |
+$20.2M |
-$12.5M |
+$7.72M |
AVGO, AAPL, QCOM, PG, IRM
|
13F-HR |
2/14/2024, 10:23 AM |
Q3 2023 |
681 |
$192M |
+$7.67M |
-$4.63M |
+$3.04M |
AVGO, AAPL, PG, IRM, QCOM
|
13F-HR |
11/13/2023, 10:20 AM |
Q2 2023 |
691 |
$201M |
+$9.76M |
-$7.02M |
+$2.74M |
AAPL, AVGO, PG, QCOM, IRM
|
13F-HR |
8/10/2023, 12:17 PM |
Q1 2023 |
668 |
$188M |
+$17M |
-$12.3M |
+$4.64M |
AAPL, PG, QCOM, AVGO, NEE
|
13F-HR |
5/12/2023, 12:57 PM |
Q4 2022 |
920 |
$177M |
+$40.1M |
-$35.1M |
+$4.91M |
PG, NEE, AAPL, QCOM, JNJ
|
13F-HR |
2/13/2023, 06:06 PM |
Q3 2022 |
616 |
$159M |
+$9.15M |
-$4.66M |
+$4.49M |
AAPL, NEE, PG, QCOM, IRM
|
13F-HR |
11/14/2022, 06:20 PM |
Q2 2022 |
638 |
$171M |
+$22.3M |
-$3.86M |
+$18.5M |
PG, AAPL, QCOM, NEE, IRM
|
13F-HR |
8/9/2022, 09:59 AM |
Q1 2022 |
177 |
$182M |
+$11.4M |
-$21.3M |
-$9.85M |
AAPL, QCOM, PG, IRM, NEE
|
13F-HR |
5/2/2022, 03:40 PM |
Q4 2021 |
599 |
$199M |
+$6.29M |
-$2.5M |
+$3.8M |
QCOM, AAPL, PG, NEE, MSFT
|
13F-HR |
2/14/2022, 09:40 AM |
Q3 2021 |
614 |
$181M |
+$9.2M |
-$2.22M |
+$6.98M |
PG, AAPL, QCOM, NEE, MSFT
|
13F-HR |
10/29/2021, 10:48 AM |
Q2 2021 |
616 |
$182M |
+$15.9M |
-$22.6M |
-$6.66M |
QCOM, PG, AAPL, IVZ, INTC
|
13F-HR |
8/12/2021, 02:48 PM |
Q1 2021 |
662 |
$177M |
+$28M |
-$3.33M |
+$24.7M |
AAPL, NEE, PG, QCOM, INTC
|
13F-HR |
5/17/2021, 09:56 PM |
Q4 2020 |
602 |
$144M |
+$23.1M |
-$1.54M |
+$21.6M |
AAPL, QCOM, PG, NEE, MSFT
|
13F-HR |
2/16/2021, 09:55 PM |
Q3 2020 |
309 |
$111M |
+$36.6M |
-$26.7M |
+$9.87M |
AAPL, PG, QCOM, NEE, MSFT
|
13F-HR |
11/13/2020, 10:41 AM |
Q2 2020 |
569 |
$98.1M |
+$18.3M |
-$11.5M |
+$6.76M |
PG, AAPL, NEE, INTC, QCOM
|
13F-HR |
8/6/2020, 11:38 AM |
Q1 2020 |
503 |
$78.7M |
+$17.9M |
-$56.3M |
-$38.4M |
PG, AAPL, NEE, INTC, JNJ
|
13F-HR |
5/7/2020, 04:13 PM |
Q4 2019 |
137 |
$144M |
+$3.43M |
-$21.5M |
-$18M |
VUG, AAPL, MSFT, VTV, JNJ
|
13F-HR |
1/29/2020, 11:53 AM |
Q3 2019 |
693 |
$154M |
+$11.7M |
-$8.9M |
+$2.78M |
VUG, AAPL, VTV, MSFT, PG
|
13F-HR |
10/10/2019, 01:54 PM |
Q2 2019 |
710 |
$149M |
+$26.5M |
-$11.3M |
+$15.2M |
VUG, AAPL, VTV, MSFT, AMZN
|
13F-HR |
7/15/2019, 11:17 AM |
Q1 2019 |
720 |
$130M |
+$3.97M |
-$74.9M |
-$70.9M |
VUG, VTV, AAPL, VIG, MSFT
|
13F-HR |
4/12/2019, 12:24 PM |
Q3 2018 |
865 |
$208M |
+$46.2M |
-$6.65M |
+$39.5M |
VUG, AAPL, VTV, VYM, VIG
|
13F-HR |
10/22/2018, 11:02 AM |
Q2 2018 |
169 |
$159M |
$0 |
$0 |
|
VUG, VTV, VYM, AAPL, VIG
|
13F-HR |
8/28/2018, 04:27 PM |