Q3 2024 |
164 |
$304M |
+$57.5M |
-$35.1M |
+$22.3M |
CARY, AAPL, MSFT, MINT, GTO
|
13F-HR |
10/31/2024, 03:13 PM |
Q2 2024 |
164 |
$276M |
+$50M |
-$24.5M |
+$25.5M |
CARY, AAPL, MSFT, BIL, NVDA
|
13F-HR |
8/5/2024, 11:45 AM |
Q1 2024 |
178 |
$249M |
+$43.5M |
-$19.6M |
+$24M |
CARY, AAPL, MSFT, JEPI, GIGB
|
13F-HR |
4/12/2024, 10:12 AM |
Q4 2023 |
173 |
$212M |
+$44.8M |
-$25.6M |
+$19.3M |
AAPL, CARY, MSFT, QQQ, BRKB
|
13F-HR |
1/8/2024, 03:50 PM |
Q3 2023 |
177 |
$179M |
+$30.7M |
-$18.5M |
+$12.2M |
AAPL, CARY, MSFT, GIGB, GTO
|
13F-HR |
10/24/2023, 04:06 PM |
Q2 2023 |
184 |
$174M |
+$32.5M |
-$21.7M |
+$10.9M |
AAPL, MSFT, GIGB, GTO, SHY
|
13F-HR |
7/26/2023, 04:38 PM |
Q1 2023 |
202 |
$155M |
$0 |
$0 |
|
AAPL, MSFT, SHY, VIG, PRVB
|
13F-HR |
4/27/2023, 04:28 PM |