Q3 2024 |
96 |
$272M |
+$25.4M |
-$1.79M |
+$23.6M |
SPY, MSFT, AAPL, PANW, SPLG
|
13F-HR |
12/12/2024, 03:01 PM |
Q2 2024 |
72 |
$237M |
+$16.4M |
-$9.91M |
+$6.47M |
SPY, MSFT, AAPL, PANW, GOOGL
|
13F-HR |
12/12/2024, 12:38 PM |
Q1 2024 |
71 |
$222M |
+$8.1M |
-$7.8M |
+$298K |
SPY, MSFT, AAPL, V, PANW
|
13F-HR |
12/12/2024, 12:38 PM |
Q4 2023 |
70 |
$207M |
+$2.85M |
-$9.01M |
-$6.16M |
SPY, MSFT, AAPL, V, GOOGL
|
13F-HR |
12/12/2024, 12:38 PM |
Q3 2023 |
74 |
$192M |
+$7.42M |
-$7.27M |
+$148K |
SPY, MSFT, AAPL, V, GOOGL
|
13F-HR |
12/12/2024, 12:38 PM |
Q2 2023 |
72 |
$199M |
+$9.7M |
-$6.12M |
+$3.59M |
SPY, MSFT, AAPL, V, VTI
|
13F-HR |
12/12/2024, 12:38 PM |
Q1 2023 |
72 |
$181M |
+$3.27M |
-$1.31M |
+$1.96M |
SPY, MSFT, AAPL, V, VTI
|
13F-HR |
12/12/2024, 12:38 PM |
Q4 2022 |
71 |
$169M |
+$20.3M |
-$9.68M |
+$10.6M |
SPY, MSFT, AAPL, V, VTI
|
13F-HR |
12/12/2024, 12:38 PM |
Q3 2022 |
76 |
$148M |
+$10.7M |
-$15.2M |
-$4.54M |
SPY, MSFT, AAPL, V, GOOGL
|
13F-HR |
12/12/2024, 12:38 PM |
Q2 2022 |
82 |
$165M |
+$17.7M |
-$14.5M |
+$3.19M |
SPY, MSFT, AAPL, V, WMT
|
13F-HR |
12/12/2024, 12:38 PM |
Q1 2022 |
94 |
$192M |
+$16.9M |
-$12.6M |
+$4.34M |
SPY, MSFT, AAPL, V, GOOGL
|
13F-HR |
12/12/2024, 12:38 PM |
Q4 2021 |
103 |
$195M |
+$3.64M |
-$14M |
-$10.3M |
SPY, MSFT, AAPL, V, GOOGL
|
13F-HR |
12/12/2024, 12:38 PM |
Q3 2021 |
104 |
$187M |
+$6.53M |
-$1.63M |
+$4.89M |
SPY, MSFT, AAPL, V, GOOGL
|
13F-HR |
12/12/2024, 12:38 PM |
Q2 2021 |
102 |
$180M |
+$4.62M |
-$2.66M |
+$1.96M |
SPY, MSFT, AAPL, V, VOO
|
13F-HR |
12/12/2024, 12:38 PM |
Q1 2021 |
96 |
$165M |
+$2.96M |
-$2.36M |
+$600K |
SPY, MSFT, AAPL, V, VOO
|
13F-HR |
12/12/2024, 12:38 PM |
Q4 2020 |
93 |
$158M |
+$11.1M |
-$14.1M |
-$2.95M |
SPY, AAPL, MSFT, V, VOO
|
13F-HR |
12/12/2024, 12:38 PM |
Q3 2020 |
96 |
$145M |
+$14.9M |
-$6.61M |
+$8.3M |
SPY, MSFT, AAPL, V, VOO
|
13F-HR |
12/12/2024, 12:38 PM |
Q2 2020 |
96 |
$131M |
+$5.79M |
-$3.04M |
+$2.75M |
SPY, MSFT, AAPL, V, VOO
|
13F-HR |
12/12/2024, 12:38 PM |
Q1 2020 |
93 |
$107M |
+$32.9M |
-$20.8M |
+$12.1M |
SPY, MSFT, AAPL, V, BDX
|
13F-HR |
12/12/2024, 12:38 PM |
Q4 2019 |
103 |
$115M |
$0 |
$0 |
|
SPY, MSFT, AAPL, V, VOO
|
13F-HR |
12/12/2024, 12:38 PM |