Q3 2024 |
242 |
$452M |
+$28.2M |
-$26.9M |
+$1.31M |
JPST, AAPL, SPYV, IUSV, SCHG
|
13F-HR |
11/4/2024, 12:08 PM |
Q2 2024 |
246 |
$428M |
+$20.8M |
-$16.8M |
+$3.98M |
JPST, AAPL, SPYV, LLY, SCHG
|
13F-HR |
8/12/2024, 12:19 PM |
Q1 2024 |
249 |
$418M |
+$25.2M |
-$19.5M |
+$5.71M |
JPST, SPYV, LLY, AAPL, IUSV
|
13F-HR |
4/29/2024, 01:17 PM |
Q4 2023 |
241 |
$384M |
+$29.1M |
-$22.3M |
+$6.83M |
JPST, AAPL, SPYV, IUSV, SCHG
|
13F-HR |
1/12/2024, 01:13 PM |
Q3 2023 |
237 |
$342M |
+$12.6M |
-$12.1M |
+$502K |
AAPL, JPST, SPYV, LLY, IUSV
|
13F-HR |
10/24/2023, 11:18 AM |
Q2 2023 |
244 |
$354M |
+$29.5M |
-$27.5M |
+$2.02M |
AAPL, JPST, IUSV, SPYV, LLY
|
13F-HR |
7/20/2023, 02:16 PM |
Q1 2023 |
255 |
$328M |
+$22.5M |
-$11.9M |
+$10.6M |
AAPL, JPST, IUSV, SPYV, LLY
|
13F-HR |
5/2/2023, 01:43 PM |
Q4 2022 |
230 |
$297M |
+$16.6M |
-$13M |
+$3.56M |
AAPL, JPST, IUSV, LLY, SPYV
|
13F-HR |
1/26/2023, 09:37 AM |
Q3 2022 |
220 |
$279M |
+$24.5M |
-$15.8M |
+$8.66M |
AAPL, JPST, LLY, IUSV, SPLG
|
13F-HR |
10/25/2022, 10:59 AM |
Q2 2022 |
223 |
$293M |
+$19.5M |
-$31.1M |
-$11.6M |
AAPL, JPST, LLY, IUSV, SPLG
|
13F-HR |
7/26/2022, 09:21 AM |
Q1 2022 |
239 |
$360M |
+$56.9M |
-$64M |
-$7.03M |
AAPL, JPST, IUSV, SPLG, LLY
|
13F-HR |
4/18/2022, 12:43 PM |
Q4 2021 |
245 |
$393M |
+$34.5M |
-$28.1M |
+$6.34M |
AAPL, JPST, IUSV, LDUR, XLK
|
13F-HR |
1/24/2022, 09:18 AM |
Q3 2021 |
231 |
$371M |
+$48.5M |
-$41.4M |
+$7.06M |
CBTG, AAPL, JPST, LDUR, IUSV
|
13F-HR |
10/21/2021, 10:52 AM |
Q2 2021 |
235 |
$374M |
+$29.3M |
-$22M |
+$7.25M |
CBTG, AAPL, JPST, IUSV, ARKK
|
13F-HR |
7/19/2021, 03:16 PM |
Q1 2021 |
233 |
$355M |
+$58.6M |
-$44.2M |
+$14.4M |
CBTG, AAPL, JPST, IUSV, ARKK
|
13F-HR |
4/29/2021, 01:33 PM |
Q4 2020 |
216 |
$322M |
+$34.7M |
-$26.3M |
+$8.39M |
AAPL, JPST, IUSV, ARKK, MINT
|
13F-HR |
2/2/2021, 12:57 PM |
Q3 2020 |
204 |
$278M |
+$68.9M |
-$63.4M |
+$5.53M |
AAPL, JPST, LDUR, IUSV, MINT
|
13F-HR |
11/2/2020, 07:01 PM |
Q2 2020 |
239 |
$271M |
+$69.5M |
-$32.5M |
+$37.1M |
AAPL, XLK, IUSV, XLV, XLC
|
13F-HR |
8/10/2020, 10:13 AM |
Q1 2020 |
211 |
$196M |
+$34.1M |
-$118M |
-$84M |
AAPL, MINT, XLK, XLU, XLV
|
13F-HR |
5/4/2020, 01:22 PM |
Q4 2019 |
308 |
$323M |
$0 |
$0 |
|
AAPL, SLYV, XLK, XLF, V
|
13F-HR |
2/4/2020, 10:00 AM |