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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 1,459 | $541M | +$19.9M | -$8.53M | +$11.4M | AAPL, DOL, DNL, SLYV, GOVT | 13F-HR | 11/5/2025, 05:17 PM |
| Q2 2025 | 1,437 | $497M | +$24.2M | -$14.2M | +$9.99M | AAPL, DOL, DNL, SLYV, MSFT | 13F-HR | 8/5/2025, 01:33 PM |
| Q1 2025 | 1,383 | $460M | +$32.2M | -$5.45M | +$26.7M | AAPL, DOL, EES, DNL, GOVT | 13F-HR | 5/1/2025, 05:14 PM |
| Q4 2024 | 1,381 | $440M | +$17.2M | -$24M | -$6.8M | AAPL, DNL, DOL, SLYV, GOVT | 13F-HR | 1/31/2025, 02:59 PM |
| Q3 2024 | 1,351 | $452M | +$18.2M | -$3.66M | +$14.5M | AAPL, FPEI, DNL, DOL, SLYV | 13F-HR | 10/29/2024, 09:35 AM |
| Q2 2024 | 1,339 | $417M | +$30M | -$5.17M | +$24.8M | AAPL, DNL, FPEI, DOL, MSFT | 13F-HR | 7/29/2024, 05:52 PM |
| Q1 2024 | 1,308 | $392M | +$16.2M | -$8.22M | +$8.02M | AAPL, FPEI, DNL, DOL, SLYV | Restatement | 5/13/2024, 04:21 PM |
| Q4 2023 | 1,315 | $366M | +$46.3M | -$5.1M | +$41.2M | AAPL, FPEI, DNL, DOL, SLYV | 13F-HR | 1/31/2024, 09:22 AM |
| Q3 2023 | 1,341 | $296M | +$13M | -$3.99M | +$9.04M | AAPL, DNL, DOL, SLYV, MSFT | 13F-HR | 11/1/2023, 01:36 PM |
| Q2 2023 | 1,382 | $302M | +$19.5M | -$4.08M | +$15.4M | AAPL, DNL, DOL, SLYV, MSFT | 13F-HR | 7/28/2023, 12:37 PM |
| Q1 2023 | 1,166 | $274M | +$38.6M | -$7.24M | +$31.4M | AAPL, DNL, DOL, EFG, SLYV | 13F-HR | 5/2/2023, 10:09 AM |
| Q4 2022 | 1,171 | $192M | +$15.7K | -$993K | -$977K | AAPL, DOL, DNL, EFG, SLYV | 13F-HR | 1/26/2023, 02:49 PM |
| Q3 2022 | 1,106 | $213M | +$44.3M | -$2.25M | +$42M | AAPL, DOL, DNL, EFG, SLYV | 13F-HR | 10/28/2022, 03:20 PM |
| Q2 2022 | 1,079 | $185M | +$17.9M | -$4.6M | +$13.3M | AAPL, DOL, SLYV, MSFT, DNL | 13F-HR | 7/26/2022, 03:39 PM |
| Q1 2022 | 1,058 | $201M | +$17.9M | -$8.49M | +$9.43M | AAPL, DOL, SLYV, MSFT, DIS | 13F-HR | 4/27/2022, 12:57 PM |
| Q4 2021 | 946 | $200M | +$15M | -$3.38M | +$11.6M | AAPL, MSFT, DOL, SLYV, DIS | 13F-HR | 1/19/2022, 11:24 AM |
| Q3 2021 | 908 | $177M | +$5.08M | -$2.85M | +$2.23M | AAPL, DIS, SLYV, MSFT, DOL | 13F-HR | 11/1/2021, 04:23 PM |
| Q2 2021 | 851 | $178M | +$21.5M | -$1.97M | +$19.5M | AAPL, DIS, SLYV, MSFT, DOL | 13F-HR | 8/2/2021, 03:10 PM |
| Q1 2021 | 761 | $152M | +$13M | -$2.51M | +$10.5M | AAPL, DIS, SLYV, MSFT, INCY | 13F-HR | 4/30/2021, 01:23 PM |
| Q4 2020 | 709 | $134M | +$29.3M | -$2.1M | +$27.2M | AAPL, DIS, INCY, MSFT, SLYV | 13F-HR | 1/29/2021, 12:04 PM |
| Q3 2020 | 112 | $97.5M | +$13.1M | -$2.11M | +$11M | AAPL, DIS, INCY, MSFT, DOL | 13F-HR | 11/2/2020, 04:35 PM |
| Q2 2020 | 98 | $87.2M | +$6.01M | -$28.4M | -$22.4M | AAPL, DIS, INCY, MSFT, JNJ | 13F-HR | 8/7/2020, 11:04 AM |
| Q1 2020 | 676 | $97.4M | +$29.2M | -$15.6M | +$13.5M | DOL, DIS, AAPL, INCY, MSFT | 13F-HR | 5/5/2020, 01:18 PM |
| Q4 2019 | 111 | $107M | $0 | $0 | DIS, AAPL, INCY, MSFT, XOM | 13F-HR | 2/11/2020, 02:19 PM |