Q3 2024 |
411 |
$155M |
+$52.9M |
-$49.8M |
+$3.09M |
MSFT, NVDA, AAPL, AVGO, GOOGL
|
13F-HR |
11/8/2024, 12:14 PM |
Q2 2024 |
410 |
$153M |
+$71.1M |
-$44.2M |
+$26.9M |
NVDA, MSFT, AAPL, AVGO, VGT
|
13F-HR |
7/25/2024, 04:23 PM |
Q1 2024 |
67 |
$132M |
+$33.4M |
-$26.4M |
+$7.08M |
MSFT, NVDA, AAPL, XLF, PAVE
|
13F-HR |
5/15/2024, 05:06 PM |
Q4 2023 |
427 |
$113M |
+$57.1M |
-$68.4M |
-$11.3M |
MSFT, AAPL, NVDA, VGT, XLRE
|
13F-HR |
1/17/2024, 03:09 PM |
Q3 2023 |
399 |
$109M |
+$14.5M |
-$6.94M |
+$7.6M |
MSFT, QQQ, AAPL, NVDA, VBK
|
13F-HR |
11/13/2023, 10:57 AM |
Q2 2023 |
410 |
$109M |
+$42.4M |
-$41.9M |
+$450K |
MSFT, QQQ, AAPL, VBK, VGT
|
13F-HR |
8/3/2023, 12:14 PM |
Q1 2023 |
437 |
$99.5M |
+$12.3M |
-$12.3M |
+$25.3K |
MSFT, VOO, MTUM, VBK, AAPL
|
13F-HR |
4/28/2023, 11:32 AM |
Q4 2022 |
475 |
$93.7M |
+$7.13M |
-$9.55M |
-$2.42M |
MSFT, VOO, MTUM, PFFD, VBK
|
13F-HR |
2/7/2023, 03:38 PM |
Q3 2022 |
386 |
$90.6M |
+$5.9M |
-$6.4M |
-$505K |
MSFT, VOO, MTUM, XLU, PFFD
|
13F-HR |
11/14/2022, 07:41 AM |
Q2 2022 |
380 |
$97.7M |
+$21M |
-$40M |
-$19M |
MSFT, VOO, MTUM, XLU, PFFD
|
13F-HR |
8/18/2022, 11:59 AM |
Q1 2022 |
52 |
$139M |
+$36.4M |
-$20.8M |
+$15.6M |
VOO, MTUM, MSFT, GLD, PFFD
|
13F-HR |
5/16/2022, 11:21 AM |
Q4 2021 |
52 |
$132M |
$0 |
$0 |
|
VOO, MSFT, MTUM, XLRE, PFFD
|
13F-HR |
2/14/2022, 10:45 AM |