Q1 2024 |
248 |
$418M |
+$25.2M |
-$19.5M |
+$5.71M |
JPST, SPYV, LLY, AAPL, IUSV, SCHG |
13F-HR |
4/29/2024, 01:17 PM |
Q4 2023 |
241 |
$384M |
+$29.1M |
-$22.3M |
+$6.83M |
JPST, AAPL, SPYV, IUSV, SCHG, LLY |
13F-HR |
1/12/2024, 01:13 PM |
Q3 2023 |
236 |
$342M |
+$12.6M |
-$12.1M |
+$502K |
AAPL, JPST, SPYV, LLY, IUSV, SCHG |
13F-HR |
10/24/2023, 11:18 AM |
Q2 2023 |
244 |
$354M |
+$29.5M |
-$27.5M |
+$2.02M |
AAPL, JPST, IUSV, SPYV, LLY, SCHG |
13F-HR |
7/20/2023, 02:16 PM |
Q1 2023 |
255 |
$328M |
+$22.5M |
-$7.5M |
+$15M |
AAPL, JPST, IUSV, SPYV, LLY, SPLG |
13F-HR |
5/2/2023, 01:43 PM |
Q4 2022 |
230 |
$297M |
+$16.6M |
-$9.33M |
+$7.24M |
AAPL, JPST, IUSV, LLY, SPYV, SPLG |
13F-HR |
1/26/2023, 08:37 AM |
Q3 2022 |
220 |
$279M |
+$24.5M |
-$11.8M |
+$12.7M |
AAPL, JPST, LLY, IUSV, SPLG, SPYV |
13F-HR |
10/25/2022, 10:59 AM |
Q2 2022 |
223 |
$293M |
+$19.5M |
-$19.9M |
-$398K |
AAPL, JPST, LLY, IUSV, SPLG, SSUS |
13F-HR |
7/26/2022, 09:21 AM |
Q1 2022 |
239 |
$360M |
+$56.9M |
-$39.6M |
+$17.3M |
AAPL, JPST, IUSV, SPLG, LLY, FCTR |
13F-HR |
4/18/2022, 12:43 PM |
Q4 2021 |
245 |
$393M |
+$34.5M |
-$19.9M |
+$14.6M |
AAPL, JPST, IUSV, LDUR, XLK, SPLG |
13F-HR |
1/24/2022, 08:18 AM |
Q3 2021 |
232 |
$371M |
+$48.5M |
-$3.44M |
+$45M |
CBTG, AAPL, JPST, LDUR, IUSV, SPLG |
13F-HR |
10/21/2021, 10:52 AM |
Q2 2021 |
236 |
$374M |
+$29.3M |
-$10.5M |
+$18.8M |
CBTG, AAPL, JPST, IUSV, ARKK, SPLG |
13F-HR |
7/19/2021, 03:16 PM |
Q1 2021 |
235 |
$359M |
+$60.1M |
-$26.4M |
+$33.7M |
CBTG, AAPL, JPST, IUSV, ARKK, SPLG |
13F-HR |
4/29/2021, 01:33 PM |
Q4 2020 |
216 |
$322M |
+$34.7M |
-$19.9M |
+$14.8M |
AAPL, JPST, IUSV, ARKK, MINT, SPLG |
13F-HR |
2/2/2021, 11:57 AM |
Q3 2020 |
204 |
$278M |
+$68.9M |
-$30.4M |
+$38.5M |
AAPL, JPST, LDUR, IUSV, MINT, SPLG |
13F-HR |
11/2/2020, 06:01 PM |
Q2 2020 |
240 |
$271M |
+$69.5M |
-$16M |
+$53.5M |
AAPL, XLK, IUSV, XLV, XLC, SPLG |
13F-HR |
8/10/2020, 10:13 AM |
Q1 2020 |
212 |
$196M |
+$34.2M |
-$40.9M |
-$6.74M |
AAPL, MINT, XLK, XLU, XLV, LLY |
13F-HR |
5/4/2020, 01:22 PM |
Q4 2019 |
310 |
$323M |
|
|
|
AAPL, SLYV, XLK, XLF, V, SPLG |
13F-HR |
2/4/2020, 09:00 AM |