Q1 2025 |
2,105 |
$6.07B |
+$295M |
-$331M |
-$35.6M |
UMBF, IVV, AAPL, MSFT, NVDA
|
13F-HR |
4/14/2025, 10:35 AM |
Q4 2024 |
2,063 |
$6.32B |
+$237M |
-$418M |
-$181M |
UMBF, AAPL, IVV, MSFT, NVDA
|
13F-HR |
1/16/2025, 11:57 AM |
Q3 2024 |
2,135 |
$6.42B |
+$231M |
-$274M |
-$42.5M |
UMBF, IVV, AAPL, MSFT, NVDA
|
13F-HR |
10/8/2024, 09:16 PM |
Q2 2024 |
2,130 |
$6.1B |
+$322M |
-$461M |
-$139M |
UMBF, IVV, AAPL, MSFT, NVDA
|
13F-HR |
7/29/2024, 05:02 PM |
Q1 2024 |
2,132 |
$6.31B |
+$305M |
-$1.29B |
-$990M |
UMBF, IVV, MSFT, AAPL, BRKA
|
13F-HR |
4/26/2024, 02:30 PM |
Q4 2023 |
1,603 |
$6.84B |
+$227M |
-$346M |
-$119M |
UMBF, BRKA, AAPL, IVV, MSFT
|
13F-HR |
1/23/2024, 09:58 AM |
Q3 2023 |
1,684 |
$6.23B |
+$229M |
-$404M |
-$175M |
UMBF, BRKA, AAPL, IVV, MSFT
|
13F-HR |
10/18/2023, 05:14 PM |
Q2 2023 |
1,677 |
$6.59B |
+$305M |
-$314M |
-$9.37M |
UMBF, BRKA, AAPL, IVV, MSFT
|
13F-HR |
7/25/2023, 10:07 AM |
Q1 2023 |
1,693 |
$6.25B |
+$137M |
-$238M |
-$101M |
BRKA, UMBF, AAPL, IVV, MSFT
|
13F-HR |
4/11/2023, 11:01 AM |
Q4 2022 |
1,610 |
$6.3B |
+$190M |
-$289M |
-$99.2M |
UMBF, BRKA, IVV, AAPL, MSFT
|
13F-HR |
1/10/2023, 01:12 PM |
Q3 2022 |
1,645 |
$5.91B |
+$348M |
-$330M |
+$18.5M |
UMBF, BRKA, IVV, AAPL, MSFT
|
13F-HR |
10/13/2022, 02:50 PM |
Q2 2022 |
1,789 |
$6.39B |
+$257M |
-$188M |
+$69.6M |
UMBF, BRKA, IVV, AAPL, MSFT
|
13F-HR |
7/20/2022, 05:21 PM |
Q1 2022 |
1,853 |
$7.55B |
+$311M |
-$321M |
-$10.2M |
UMBF, BRKA, AAPL, IVV, MSFT
|
13F-HR |
4/22/2022, 02:43 PM |
Q4 2021 |
1,881 |
$7.91B |
+$3.14B |
-$61.9M |
+$3.08B |
UMBF, BRKA, IVV, AAPL, MSFT
|
13F-HR |
2/9/2022, 01:30 PM |
Q3 2021 |
372 |
$4.45B |
+$202M |
-$110M |
+$92.4M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
10/18/2021, 02:29 PM |
Q2 2021 |
373 |
$4.37B |
+$111M |
-$78.5M |
+$32.8M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
7/26/2021, 11:28 AM |
Q1 2021 |
358 |
$4.09B |
+$215M |
-$138M |
+$77.2M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
4/15/2021, 11:12 AM |
Q4 2020 |
355 |
$3.71B |
+$360M |
-$355M |
+$5.38M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
2/4/2021, 03:02 PM |
Q3 2020 |
293 |
$2.93B |
|
|
|
UMBF, IVV, IJH, MSFT, AMZN
|
13F-HR |
10/16/2020, 11:20 AM |
Q2 2020 |
329 |
$3.23B |
+$124M |
-$160M |
-$36.1M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
7/16/2020, 03:40 PM |
Q1 2020 |
328 |
$2.79B |
+$148M |
-$152M |
-$4.58M |
UMBF, IVV, AAPL, IJH, MSFT
|
13F-HR |
5/26/2020, 01:34 PM |
Q4 2019 |
365 |
$3.63B |
+$118M |
-$55.6M |
+$62.9M |
UMBF, IVV, IJH, AAPL, MSFT
|
13F-HR |
1/31/2020, 09:39 AM |
Q3 2019 |
375 |
$4.16B |
+$173M |
-$131M |
+$41.9M |
UMBF, IVV, IJH, AAPL, MSFT
|
13F-HR |
10/30/2019, 10:52 AM |
Q2 2019 |
362 |
$4.07B |
+$831M |
-$129M |
+$703M |
UMBF, IVV, IJH, AAPL, IJR
|
13F-HR |
7/30/2019, 04:34 PM |
Q1 2019 |
354 |
$3.28B |
+$202M |
-$129M |
+$73.3M |
UMBF, IVV, IJH, AAPL, IJR
|
13F-HR |
4/30/2019, 10:41 AM |
Q4 2018 |
327 |
$3.27B |
+$539M |
-$94.7M |
+$444M |
UMBF, IVV, IJH, AAPL, IJR
|
13F-HR |
1/24/2019, 01:19 PM |
Q3 2018 |
354 |
$3.37B |
+$169M |
-$80M |
+$89.2M |
UMBF, IVV, IJH, AAPL, IJR
|
13F-HR |
10/22/2018, 02:48 PM |
Q2 2018 |
332 |
$3.15B |
+$130M |
-$103M |
+$27.7M |
UMBF, IVV, IJH, AAPL, EFA
|
13F-HR |
7/31/2018, 01:05 PM |
Q1 2018 |
330 |
$3.08B |
+$164M |
-$76.5M |
+$87.3M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
4/25/2018, 02:01 PM |
Q4 2017 |
331 |
$3.04B |
+$104M |
-$77.2M |
+$27.2M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
1/22/2018, 01:38 PM |
Q3 2017 |
313 |
$2.91B |
+$113M |
-$116M |
-$3.18M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
10/11/2017, 03:10 PM |
Q2 2017 |
317 |
$2.86B |
+$72.9M |
-$111M |
-$38.6M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
8/2/2017, 12:08 PM |
Q1 2017 |
335 |
$2.86B |
+$179M |
-$74.2M |
+$105M |
UMBF, IVV, IJH, AAPL, EFA
|
13F-HR |
4/24/2017, 02:56 PM |
Q4 2016 |
330 |
$2.72B |
+$142M |
-$99.5M |
+$42.7M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
1/18/2017, 02:51 PM |
Q3 2016 |
347 |
$2.48B |
+$139M |
-$67.5M |
+$71.1M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
10/28/2016, 05:01 PM |
Q2 2016 |
349 |
$2.38B |
+$120M |
-$132M |
-$12.9M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
7/26/2016, 12:05 PM |
Q1 2016 |
347 |
$2.35B |
+$177M |
-$157M |
+$19.9M |
UMBF, IVV, IJH, EFA, AAPL
|
13F-HR |
4/20/2016, 04:14 PM |
Q4 2015 |
346 |
$2.3B |
+$652M |
-$85.9M |
+$566M |
UMBF, IVV, IJH, EFA, IJR
|
13F-HR |
1/19/2016, 04:27 PM |
Q3 2015 |
298 |
$1.7B |
+$185M |
-$79.7M |
+$105M |
UMBF, AAPL, VFC, HD, JPM
|
13F-HR |
10/28/2015, 10:23 AM |
Q2 2015 |
312 |
$2.18B |
+$106M |
-$120M |
-$14.5M |
UMBF, AAPL, VFC, JPM, DIS
|
13F-HR |
7/20/2015, 04:29 PM |
Q1 2015 |
303 |
$2.22B |
+$419M |
-$85.3M |
+$334M |
UMBF, AAPL, VFC, CERN, DIS
|
13F-HR |
4/17/2015, 04:41 PM |
Q4 2014 |
299 |
$1.86B |
+$116M |
-$53.1M |
+$63.2M |
AAPL, VFC, XOM, CERN, JNJ
|
13F-HR |
1/22/2015, 04:45 PM |
Q3 2014 |
301 |
$1.75B |
+$94.9M |
-$89.6M |
+$5.31M |
AAPL, VFC, XOM, JNJ, DIS
|
13F-HR |
10/21/2014, 03:31 PM |
Q2 2014 |
313 |
$1.75B |
+$122M |
-$82.2M |
+$40M |
AAPL, VFC, XOM, CVX, JNJ
|
13F-HR |
7/18/2014, 03:58 PM |
Q1 2014 |
301 |
$1.42B |
+$112M |
-$57.5M |
+$54.8M |
AAPL, VFC, XOM, CVX, JNJ
|
13F-HR |
4/30/2014, 03:46 PM |
Q4 2013 |
296 |
$1.68B |
|
|
|
XOM, AAPL, VFC, CVX, GEXXXX
|
13F-HR |
2/5/2014, 02:28 PM |