Q4 2024 |
1,166 |
$52.4B |
+$4.75B |
-$11B |
-$6.24B |
SCHW, NVDA, AAPL, MSFT, RY
|
Restatement |
2/19/2025, 04:07 PM |
Q3 2024 |
952 |
$56.6B |
+$2.65B |
-$9.85B |
-$7.2B |
SCHW, QQQ, RY, AAPL, MSFT
|
Restatement |
11/18/2024, 02:11 PM |
Q2 2024 |
1,235 |
$62.3B |
+$5.99B |
-$6.06B |
-$65.5M |
SCHW, MSFT, AAPL, NVDA, QQQ
|
13F-HR |
8/14/2024, 04:36 PM |
Q1 2024 |
1,225 |
$63.7B |
+$2.55B |
-$11.6B |
-$9.02B |
SCHW, MSFT, QQQ, AAPL, RY
|
13F-HR |
5/14/2024, 04:20 PM |
Q4 2023 |
1,335 |
$68.3B |
+$5.75B |
-$4.55B |
+$1.2B |
SCHW, RY, AAPL, MSFT, QQQ
|
13F-HR |
2/13/2024, 03:16 PM |
Q3 2023 |
1,587 |
$58.7B |
$0 |
$0 |
|
SCHW, QQQ, AAPL, MSFT, SPY
|
New Holdings |
2/14/2024, 08:55 AM |
Q3 2023 |
1,587 |
$58.7B |
+$12.7B |
-$6.37B |
+$6.32B |
SCHW, QQQ, AAPL, MSFT, SPY
|
13F-HR |
11/14/2023, 02:17 PM |
Q2 2023 |
1,114 |
$54.2B |
$0 |
$0 |
|
SCHW, QQQ, MSFT, AAPL, SPY
|
New Holdings |
2/14/2024, 08:54 AM |
Q2 2023 |
1,114 |
$54.2B |
+$6.79B |
-$3.33B |
+$3.46B |
SCHW, QQQ, MSFT, AAPL, SPY
|
13F-HR |
8/10/2023, 01:28 PM |
Q1 2023 |
1,066 |
$47.4B |
+$4.11B |
-$4.09B |
+$22.5M |
SCHW, QQQ, AAPL, MSFT, SPY
|
13F-HR |
5/11/2023, 04:39 PM |
Q4 2022 |
1,086 |
$48.8B |
+$25.3B |
-$1.87B |
+$23.5B |
SCHW, QQQ, MSFT, IWM, SPY
|
13F-HR |
2/7/2023, 03:02 PM |
Q3 2022 |
1,123 |
$42.6B |
+$6.76B |
-$4.86B |
+$1.9B |
AMTD, AAPL, IWM, MSFT, QQQ
|
13F-HR |
11/9/2022, 09:49 AM |
Q2 2022 |
1,178 |
$42.3B |
+$3.03B |
-$2.4B |
+$631M |
AMTD, AAPL, MSFT, AMZN, TD
|
13F-HR |
8/11/2022, 03:24 PM |
Q1 2022 |
1,254 |
$52.5B |
+$2.06B |
-$9.64B |
-$7.58B |
AMTD, AAPL, MSFT, AMZN, GOOGL
|
13F-HR |
5/9/2022, 01:16 PM |
Q4 2021 |
1,370 |
$56.7B |
+$8.16B |
-$3B |
+$5.17B |
AMTD, MSFT, AMZN, GOOGL, GOOG
|
13F-HR |
2/4/2022, 10:45 AM |
Q3 2021 |
1,310 |
$57.7B |
+$3.01B |
-$3.25B |
-$233M |
AMTD, MSFT, RY, CM, AMZN
|
13F-HR |
11/8/2021, 02:32 PM |
Q2 2021 |
1,290 |
$59B |
+$5.99B |
-$3.07B |
+$2.92B |
AMTD, MSFT, RY, CM, AMZN
|
Restatement |
8/13/2021, 11:54 AM |
Q1 2021 |
1,362 |
$51.7B |
+$2.58B |
-$4.34B |
-$1.77B |
AMTD, RY, MSFT, CM, BNS
|
13F-HR |
5/11/2021, 03:43 PM |
Q4 2020 |
1,163 |
$39B |
+$5.25B |
-$1.37B |
+$3.88B |
AMTD, MSFT, AMZN, BMO, META
|
13F-HR |
2/8/2021, 02:13 PM |
Q3 2020 |
1,034 |
$27.7B |
+$2.03B |
-$1.19B |
+$844M |
AMTD, AAPL, AMZN, META, GDXJ
|
13F-HR |
10/29/2020, 06:00 PM |
Q2 2020 |
1,013 |
$26.6B |
+$2.83B |
-$2.51B |
+$311M |
AMTD, AAPL, AMZN, META, GOOG
|
Restatement |
8/28/2020, 01:13 PM |
Q1 2020 |
1,020 |
$24.8B |
+$897M |
-$4.46B |
-$3.56B |
AMTD, AAPL, GLD, AMZN, META
|
13F-HR |
5/13/2020, 12:24 PM |
Q4 2019 |
1,005 |
$34.4B |
+$3.2B |
-$2.39B |
+$805M |
AMTD, SPY, TD, GLD, META
|
13F-HR |
2/13/2020, 09:58 AM |
Q3 2019 |
1,003 |
$39.8B |
+$2.66B |
-$2.19B |
+$472M |
AMTD, SPY, TD, MSFT, TRP
|
13F-HR |
11/12/2019, 03:38 PM |
Q2 2019 |
890 |
$35.6B |
|
|
|
AMTD, SPY, TD, AAPL, AMZN
|
New Holdings |
8/26/2019, 04:48 PM |
Q2 2019 |
890 |
$35.6B |
+$2.16B |
-$20.7B |
-$18.5B |
AMTD, SPY, TD, AAPL, AMZN
|
13F-HR |
8/13/2019, 09:25 AM |
Q1 2019 |
1,025 |
$55.1B |
+$4.68B |
-$4.27B |
+$416M |
GLD, AMTD, SPY, TD, MSFT
|
13F-HR |
5/6/2019, 01:15 PM |
Q4 2018 |
998 |
$51B |
+$13.4B |
-$2.84B |
+$10.5B |
GLD, AMTD, SPY, TLT, TD
|
13F-HR |
2/7/2019, 01:47 PM |
Q3 2018 |
971 |
$45.2B |
+$7.18B |
-$1.57B |
+$5.61B |
AMTD, GLD, SPY, QQQ, TD
|
13F-HR |
11/7/2018, 02:37 PM |
Q2 2018 |
1,006 |
$33.4B |
+$4.06B |
-$1.88B |
+$2.18B |
AMTD, GLD, TD, AAPL, AMZN
|
13F-HR |
8/6/2018, 10:01 AM |
Q1 2018 |
939 |
$38.9B |
+$12.4B |
-$329M |
+$12.1B |
AMTD, SPY, GLD, TD, AAPL
|
13F-HR |
5/10/2018, 09:50 AM |
Q4 2017 |
1,162 |
$33B |
+$2.48B |
-$1.48B |
+$999M |
AMTD, BNS, RY, CM, BMO
|
13F-HR |
2/8/2018, 03:43 PM |
Q3 2017 |
1,104 |
$29.9B |
+$3.34B |
-$4.33B |
-$988M |
AMTD, SPY, RY, BNS, BMO
|
13F-HR |
11/6/2017, 01:10 PM |
Q2 2017 |
1,145 |
$29.4B |
+$2.65B |
-$9.12B |
-$6.47B |
AMTD, RY, BMO, TD, BNS
|
13F-HR |
8/18/2017, 05:04 PM |
Q1 2017 |
1,139 |
$35.5B |
+$4.55B |
-$897M |
+$3.66B |
AMTD, RY, BNS, BMO, CM
|
13F-HR |
5/5/2017, 03:25 PM |
Q4 2016 |
1,168 |
$32.9B |
+$4.32B |
-$2.31B |
+$2.01B |
AMTD, RY, BNS, BMO, CM
|
13F-HR |
2/6/2017, 04:21 PM |
Q3 2016 |
1,147 |
$26.9B |
+$4.39B |
-$403M |
+$3.98B |
AMTD, RY, BNS, CM, ENB
|
13F-HR |
11/3/2016, 05:14 PM |
Q2 2016 |
1,145 |
$23.8B |
+$8.13B |
-$814M |
+$7.32B |
AMTD, RY, BNS, BMO, CM
|
13F-HR |
8/15/2016, 05:18 PM |
Q1 2016 |
1,166 |
$15.4B |
+$1.24B |
-$2.23B |
-$994M |
RY, BNS, BMO, CM, ENB
|
13F-HR |
5/4/2016, 05:26 PM |
Q4 2015 |
1,019 |
$15.4B |
+$1.02B |
-$1.16B |
-$145M |
RY, BNS, BMO, CM, SU
|
13F-HR |
2/9/2016, 02:42 PM |
Q3 2015 |
999 |
$14B |
+$1.44B |
-$1.62B |
-$186M |
BNS, BMO, VRX, CM, CNI
|
13F-HR |
11/10/2015, 10:07 AM |
Q2 2015 |
1,054 |
$20.3B |
+$1.1B |
-$2.62B |
-$1.52B |
RY, BNS, BMO, CM, VRX
|
13F-HR |
8/11/2015, 11:38 AM |
Q1 2015 |
1,033 |
$18.5B |
+$1.31B |
-$1.26B |
+$51.7M |
BNS, BMO, CM, ENB, VRX
|
13F-HR |
5/15/2015, 01:31 PM |
Q4 2014 |
1,007 |
$24.9B |
+$1.14B |
-$3.28B |
-$2.13B |
RY, BNS, BMO, CM, ENB
|
13F-HR |
2/10/2015, 10:37 AM |
Q3 2014 |
813 |
$25.6B |
+$986M |
-$1.74B |
-$756M |
RY, BNS, BMO, CM, ENB
|
13F-HR |
11/7/2014, 02:13 PM |
Q2 2014 |
1,032 |
$30.7B |
+$2.15B |
-$1.46B |
+$685M |
RY, BNS, BMO, CM, VRX
|
13F-HR |
8/11/2014, 01:56 PM |
Q1 2014 |
1,025 |
$27.7B |
+$1.22B |
-$1.43B |
-$212M |
RY, BNS, BMO, CM, GOOGLXXXX
|
13F-HR |
5/8/2014, 06:15 PM |
Q4 2013 |
989 |
$27.7B |
|
|
|
RY, BNS, BMO, CM, GOOGLXXXX
|
13F-HR |
2/11/2014, 03:15 PM |