Q4 2024 |
1,032 |
$5.9B |
+$416M |
-$387M |
+$29.7M |
AAPL, AVGO, MSFT, GOOG, NVDA
|
13F-HR |
2/7/2025, 09:14 AM |
Q3 2024 |
1,117 |
$5.83B |
+$551M |
-$238M |
+$313M |
AAPL, MSFT, AVGO, GOOG, NVDA
|
13F-HR |
10/28/2024, 09:12 AM |
Q2 2024 |
994 |
$5.5B |
+$457M |
-$289M |
+$168M |
AAPL, MSFT, GOOG, AVGO, NVDA
|
13F-HR |
8/13/2024, 01:23 PM |
Q1 2024 |
960 |
$5.38B |
+$503M |
-$356M |
+$146M |
MSFT, AAPL, GOOG, AVGO, BRKB
|
13F-HR |
6/20/2024, 11:22 AM |
Q4 2023 |
958 |
$4.83B |
+$452M |
-$294M |
+$158M |
AAPL, MSFT, GOOG, AVGO, BRKB
|
13F-HR |
2/13/2024, 04:06 PM |
Q3 2023 |
1,062 |
$4.27B |
+$369M |
-$406M |
-$37.1M |
AAPL, MSFT, GOOG, AVGO, BRKB
|
13F-HR |
11/6/2023, 01:59 PM |
Q2 2023 |
991 |
$4.45B |
+$162M |
-$170M |
-$7.64M |
AAPL, MSFT, AVGO, GOOG, JNJ
|
13F-HR |
7/17/2023, 02:49 PM |
Q1 2023 |
1,016 |
$4.17B |
+$151M |
-$131M |
+$19.9M |
AAPL, MSFT, GOOG, JNJ, AVGO
|
13F-HR |
4/18/2023, 11:44 AM |
Q4 2022 |
931 |
$4.02B |
+$259M |
-$130M |
+$129M |
AAPL, MSFT, JNJ, BRKB, AVGO
|
13F-HR |
2/6/2023, 02:00 PM |
Q3 2022 |
943 |
$3.64B |
+$316M |
-$172M |
+$144M |
AAPL, MSFT, JNJ, GOOG, LHX
|
13F-HR |
10/25/2022, 04:05 PM |
Q2 2022 |
993 |
$3.9B |
+$235M |
-$82M |
+$153M |
AAPL, MSFT, JNJ, GOOG, PFE
|
13F-HR |
8/15/2022, 10:50 AM |
Q1 2022 |
1,002 |
$4.39B |
+$176M |
-$134M |
+$41.1M |
AAPL, MSFT, GOOG, JNJ, AVGO
|
13F-HR |
5/12/2022, 11:41 AM |
Q4 2021 |
1,039 |
$4.57B |
+$178M |
-$134M |
+$44M |
AAPL, MSFT, GOOG, JNJ, ACN
|
13F-HR |
2/15/2022, 01:33 PM |
Q3 2021 |
1,061 |
$4.11B |
+$121M |
-$110M |
+$11.1M |
AAPL, MSFT, GOOG, JNJ, AMZN
|
13F-HR |
11/30/2021, 10:55 AM |
Q2 2021 |
1,071 |
$4.1B |
+$212M |
-$98.1M |
+$114M |
AAPL, MSFT, GOOG, JNJ, AMZN
|
13F-HR |
8/17/2021, 12:04 PM |
Q1 2021 |
1,110 |
$3.76B |
+$189M |
-$261M |
-$72.1M |
AAPL, MSFT, JNJ, GOOG, AMZN
|
13F-HR |
6/15/2021, 03:50 PM |
Q4 2020 |
1,050 |
$3.62B |
+$222M |
-$143M |
+$79M |
AAPL, MSFT, AMZN, JNJ, GOOG
|
13F-HR |
3/10/2021, 09:13 AM |
Q3 2020 |
987 |
$3.25B |
+$348M |
-$135M |
+$213M |
AAPL, MSFT, AMZN, JNJ, GOOG
|
13F-HR |
12/21/2020, 01:53 PM |
Q2 2020 |
842 |
$2.98B |
+$197M |
-$145M |
+$51.2M |
AAPL, MSFT, AMZN, JNJ, INTC
|
13F-HR |
8/13/2020, 11:12 AM |
Q1 2020 |
883 |
$2.55B |
+$227M |
-$172M |
+$55.3M |
MSFT, AAPL, JNJ, INTC, AMZN
|
13F-HR |
7/1/2020, 11:06 AM |
Q4 2019 |
904 |
$3.11B |
+$119M |
-$57.2M |
+$62.1M |
AAPL, MSFT, JNJ, INTC, JPM
|
13F-HR |
2/18/2020, 02:03 PM |
Q3 2019 |
926 |
$2.84B |
+$195M |
-$124M |
+$70.7M |
AAPL, MSFT, JNJ, INTC, JPM
|
13F-HR |
11/12/2019, 08:12 AM |
Q2 2019 |
931 |
$2.79B |
+$206M |
-$114M |
+$92.1M |
MSFT, AAPL, JNJ, PFE, INTC
|
13F-HR |
8/15/2019, 11:02 AM |
Q1 2019 |
238 |
$2.62B |
+$2.58B |
|
+$2.58B |
AAPL, MSFT, JNJ, INTC, PFE
|
13F-HR |
7/31/2019, 11:10 AM |
Q4 2018 |
149 |
$34.1M |
+$3.32M |
-$1.56B |
-$1.56B |
SPY, JPIN, IGSB, VIG, AAPL
|
13F-HR |
2/15/2019, 07:49 AM |
Q3 2018 |
323 |
$2.23B |
+$205M |
-$372M |
-$167M |
AAPL, MSFT, JNJ, XOM, PFE
|
13F-HR |
11/30/2018, 07:45 AM |
Q2 2018 |
344 |
$2.34B |
+$136M |
-$73.8M |
+$62.4M |
AAPL, MSFT, JNJ, VEA, IGSB
|
13F-HR |
8/27/2018, 01:40 PM |
Q1 2018 |
335 |
$2.42B |
+$142M |
-$84.6M |
+$57.9M |
AAPL, JNJ, MSFT, VEA, INTC
|
13F-HR |
5/14/2018, 05:21 PM |
Q4 2017 |
351 |
$2.49B |
+$117M |
-$71.6M |
+$45.9M |
JNJ, AAPL, MSFT, VEA, IGSB
|
13F-HR |
2/16/2018, 01:44 PM |
Q3 2017 |
331 |
$2.33B |
+$145M |
-$101M |
+$44.3M |
AAPL, JNJ, XOM, MSFT, VEA
|
13F-HR |
11/6/2017, 07:55 AM |
Q2 2017 |
342 |
$2.22B |
+$92.8M |
-$63.4M |
+$29.5M |
JNJ, XOM, AAPL, MSFT, IGSB
|
13F-HR |
8/4/2017, 09:43 AM |
Q1 2017 |
336 |
$2.19B |
+$100M |
-$78.7M |
+$21.5M |
AAPL, XOM, JNJ, MSFT, IGSB
|
13F-HR |
5/25/2017, 03:45 PM |
Q4 2016 |
332 |
$2.1B |
+$72.1M |
-$63.3M |
+$8.72M |
XOM, JNJ, AAPL, MSFT, IGSB
|
13F-HR |
2/15/2017, 03:20 PM |
Q3 2016 |
324 |
$2.05B |
+$88.3M |
-$68.8M |
+$19.5M |
XOM, JNJ, AAPL, MSFT, PFE
|
13F-HR |
11/14/2016, 12:56 PM |
Q2 2016 |
324 |
$2B |
+$92.8M |
-$47.3M |
+$45.5M |
XOM, JNJ, AAPL, PFE, MSFT
|
13F-HR |
8/8/2016, 08:11 AM |
Q1 2016 |
334 |
$1.92B |
+$93.6M |
-$80.7M |
+$12.9M |
XOM, JNJ, AAPL, MSFT, MCD
|
13F-HR |
5/19/2016, 10:05 AM |
Q4 2015 |
314 |
$1.95B |
+$135M |
-$77M |
+$58.3M |
XOM, JNJ, MSFT, AAPL, MCD
|
13F-HR |
2/23/2016, 01:49 PM |
Q3 2015 |
299 |
$1.85B |
+$91.9M |
-$70.1M |
+$21.9M |
XOM, AAPL, JNJ, MSFT, MCD
|
13F-HR |
11/2/2015, 03:11 PM |
Q2 2015 |
296 |
$2.01B |
+$81.5M |
-$67.8M |
+$13.6M |
XOM, AAPL, JNJ, MSFT, MCD
|
13F-HR |
8/11/2015, 01:28 PM |
Q1 2015 |
298 |
$2B |
+$97.5M |
-$87.8M |
+$9.73M |
XOM, JNJ, AAPL, MCD, UTX
|
13F-HR |
5/6/2015, 01:36 PM |
Q4 2014 |
304 |
$2.02B |
+$70.7M |
-$51.8M |
+$19M |
XOM, JNJ, AAPL, PG, MSFT
|
13F-HR |
2/10/2015, 09:17 AM |
Q3 2014 |
304 |
$1.95B |
+$74.6M |
-$57.1M |
+$17.6M |
XOM, JNJ, MSFT, AAPL, PG
|
13F-HR |
11/12/2014, 12:54 PM |
Q2 2014 |
289 |
$1.95B |
+$118M |
-$66.5M |
+$51.7M |
XOM, JNJ, VWO, MSFT, AAPL
|
13F-HR |
8/13/2014, 03:57 PM |
Q1 2014 |
283 |
$1.89B |
+$104M |
-$73.4M |
+$30.8M |
XOM, JNJ, VWO, IBM, MSFT
|
13F-HR |
5/7/2014, 03:29 PM |
Q4 2013 |
280 |
$1.87B |
|
|
|
XOM, JNJ, VWO, IBM, PG
|
13F-HR |
2/10/2014, 11:14 AM |