Q3 2024 |
306 |
$437M |
+$35M |
-$18.8M |
+$16.1M |
SCHG, AAPL, BUFR, NVDA, MSFT
|
13F-HR |
10/7/2024, 01:45 PM |
Q2 2024 |
290 |
$405M |
+$58.9M |
-$14.5M |
+$44.4M |
SCHG, AAPL, NVDA, BUFR, MSFT
|
13F-HR |
7/12/2024, 02:37 PM |
Q1 2024 |
282 |
$357M |
+$38.8M |
-$34.7M |
+$4.03M |
SCHG, AAPL, DJUL, MSFT, NVDA
|
13F-HR |
4/12/2024, 02:30 PM |
Q4 2023 |
282 |
$337M |
+$31.6M |
-$52.9M |
-$21.2M |
AAPL, SCHG, DJUL, MSFT, SPY
|
13F-HR |
1/8/2024, 09:50 PM |
Q3 2023 |
322 |
$327M |
+$96M |
-$18.7M |
+$77.4M |
AAPL, SCHG, DJUL, MSFT, SPY
|
13F-HR |
10/10/2023, 09:28 PM |
Q2 2023 |
256 |
$260M |
+$20.2M |
-$18.4M |
+$1.84M |
AAPL, SCHG, MSFT, SPY, FAUG
|
13F-HR |
7/11/2023, 09:06 PM |
Q1 2023 |
252 |
$243M |
+$10.8M |
-$9.18M |
+$1.58M |
AAPL, SCHG, MSFT, SPY, EDOW
|
13F-HR |
4/17/2023, 09:38 PM |
Q4 2022 |
248 |
$224M |
+$105M |
-$6.44M |
+$98.9M |
AAPL, SCHG, SPY, EDOW, MSFT
|
13F-HR |
2/2/2023, 09:26 PM |
Q3 2022 |
168 |
$125M |
+$16.7M |
-$6.09M |
+$10.6M |
AAPL, SPY, MSFT, FTSL, MA
|
13F-HR |
10/11/2022, 07:53 PM |
Q2 2022 |
162 |
$122M |
+$5.96M |
-$19.4M |
-$13.4M |
AAPL, SPY, MSFT, FTSL, MA
|
13F-HR |
7/15/2022, 09:53 AM |
Q1 2022 |
179 |
$146M |
+$18.6M |
-$12.9M |
+$5.72M |
AAPL, SPY, MSFT, FTSL, KO
|
13F-HR |
5/12/2022, 09:28 PM |
Q4 2021 |
173 |
$152M |
$0 |
$0 |
|
AAPL, SPY, MSFT, FTSL, MA
|
13F-HR |
2/2/2022, 04:09 PM |