Q4 2024 |
522 |
$4.85B |
+$128M |
-$211M |
-$82.7M |
MSFT, AAPL, SPY, VOO, AMZN
|
13F-HR |
2/3/2025, 04:55 PM |
Q3 2024 |
519 |
$4.98B |
+$218M |
-$185M |
+$32.7M |
MSFT, AAPL, VOO, SPY, AMZN
|
13F-HR |
11/5/2024, 02:14 PM |
Q2 2024 |
540 |
$4.63B |
+$179M |
-$131M |
+$47.8M |
MSFT, AAPL, VOO, AMZN, SPY
|
13F-HR |
8/6/2024, 09:48 AM |
Q1 2024 |
529 |
$4.62B |
+$214M |
-$116M |
+$97.4M |
MSFT, AAPL, VOO, AMZN, SPY
|
13F-HR |
4/30/2024, 10:34 AM |
Q4 2023 |
526 |
$4.21B |
+$129M |
-$193M |
-$64.6M |
MSFT, AAPL, VOO, SPY, AMZN
|
13F-HR |
1/22/2024, 04:44 PM |
Q3 2023 |
577 |
$3.86B |
+$134M |
-$119M |
+$14.7M |
MSFT, AAPL, VOO, AMZN, UNH
|
13F-HR |
11/3/2023, 11:13 AM |
Q2 2023 |
558 |
$3.99B |
+$148M |
-$99M |
+$48.7M |
AAPL, MSFT, VOO, AMZN, SPY
|
13F-HR |
8/7/2023, 04:04 PM |
Q1 2023 |
553 |
$3.72B |
+$271M |
-$137M |
+$134M |
AAPL, MSFT, VOO, SPY, UNH
|
13F-HR |
4/26/2023, 09:48 AM |
Q4 2022 |
542 |
$3.47B |
+$579M |
-$85.1M |
+$494M |
AAPL, MSFT, VOO, UNH, SPY
|
13F-HR |
2/3/2023, 09:37 AM |
Q3 2022 |
522 |
$2.76B |
+$232M |
-$63.4M |
+$168M |
AAPL, VOO, MSFT, SPY, UNH
|
13F-HR |
10/31/2022, 01:42 PM |
Q2 2022 |
430 |
$2.8B |
+$214M |
-$71.4M |
+$142M |
VOO, AAPL, MSFT, SPY, UNH
|
13F-HR |
7/29/2022, 10:13 AM |
Q1 2022 |
435 |
$3.16B |
+$200M |
-$102M |
+$98.7M |
VOO, AAPL, MSFT, SPY, PNFP
|
13F-HR |
5/2/2022, 11:05 AM |
Q4 2021 |
467 |
$3.2B |
+$192M |
-$46.3M |
+$146M |
VOO, AAPL, MSFT, SPY, PNFP
|
13F-HR |
2/1/2022, 11:25 AM |
Q3 2021 |
466 |
$2.84B |
+$436M |
-$53.9M |
+$382M |
VOO, AAPL, MSFT, SPY, PNFP
|
13F-HR |
10/26/2021, 02:13 PM |
Q2 2021 |
461 |
$2.47B |
+$152M |
-$60.2M |
+$92.3M |
VOO, SPY, AAPL, MSFT, PNFP
|
13F-HR |
7/21/2021, 02:23 PM |
Q1 2021 |
415 |
$2.21B |
+$170M |
-$130M |
+$40.4M |
VOO, SPY, AAPL, MSFT, PNFP
|
13F-HR |
4/19/2021, 11:34 AM |
Q4 2020 |
377 |
$1.91B |
+$84.3M |
-$48M |
+$36.3M |
VOO, SPY, AAPL, MSFT, PNFP
|
13F-HR |
1/13/2021, 02:03 PM |
Q3 2020 |
439 |
$1.83B |
+$106M |
-$76.3M |
+$29.3M |
VOO, SPY, AAPL, MSFT, AMZN
|
13F-HR |
10/27/2020, 03:48 PM |
Q2 2020 |
429 |
$1.75B |
+$145M |
-$77.2M |
+$68.1M |
VOO, SPY, MSFT, AAPL, IWF
|
13F-HR |
7/28/2020, 02:12 PM |
Q1 2020 |
427 |
$1.44B |
+$245M |
-$77.2M |
+$168M |
VOO, SPY, MSFT, AAPL, PNFP
|
13F-HR |
4/16/2020, 12:07 PM |
Q4 2019 |
463 |
$1.61B |
+$159M |
-$28.6M |
+$131M |
PNFP, SPY, MSFT, AAPL, JPM
|
13F-HR |
2/6/2020, 08:22 AM |
Q3 2019 |
342 |
$1.39B |
+$83.9M |
-$24.4M |
+$59.5M |
PNFP, SPY, MSFT, VCIT, AAPL
|
13F-HR |
10/25/2019, 11:20 AM |
Q2 2019 |
347 |
$1.33B |
+$102M |
-$38.9M |
+$63.2M |
PNFP, SPY, MSFT, VCIT, VCSH
|
13F-HR |
8/13/2019, 09:56 AM |
Q1 2019 |
446 |
$1.24B |
+$112M |
-$44.2M |
+$68.1M |
PNFP, SPY, VCSH, MSFT, IWF
|
13F-HR |
5/2/2019, 09:53 AM |
Q4 2018 |
309 |
$1.05B |
+$104M |
-$56.7M |
+$46.9M |
PNFP, VCSH, SPY, MSFT, IWF
|
13F-HR |
2/4/2019, 12:52 PM |
Q3 2018 |
424 |
$1.18B |
+$110M |
-$26.5M |
+$83.9M |
PNFP, SPY, VCSH, IWF, MSFT
|
13F-HR |
10/31/2018, 09:31 AM |
Q2 2018 |
390 |
$1.04B |
+$74.2M |
-$19.6M |
+$54.7M |
PNFP, SPY, IWF, BIV, MSFT
|
13F-HR |
7/27/2018, 04:02 PM |
Q1 2018 |
404 |
$984M |
+$98.5M |
-$38.6M |
+$59.9M |
PNFP, SPY, BIV, IWF, IWD
|
13F-HR |
5/3/2018, 03:20 PM |
Q4 2017 |
312 |
$948M |
+$142M |
-$11.1M |
+$131M |
PNFP, BIV, SPY, IWF, IWD
|
13F-HR |
2/8/2018, 11:23 AM |
Q3 2017 |
275 |
$779M |
+$144M |
-$73.7M |
+$69.8M |
PNFP, IWF, SPY, IWD, MSFT
|
13F-HR |
11/8/2017, 03:47 PM |
Q2 2017 |
464 |
$702M |
+$199M |
-$9.56M |
+$189M |
BIV, SPY, PNFP, AAPL, MSFT
|
13F-HR |
8/2/2017, 03:57 PM |
Q1 2017 |
244 |
$507M |
+$43.6M |
-$10.1M |
+$33.4M |
PNFP, AAPL, MSFT, SPY, AMZN
|
13F-HR |
5/3/2017, 12:21 PM |
Q4 2016 |
229 |
$461M |
+$44.9M |
-$21.1M |
+$23.7M |
PNFP, SPY, AAPL, MSFT, XOM
|
13F-HR |
2/15/2017, 04:19 PM |
Q3 2016 |
272 |
$434M |
+$12.1M |
-$5.46M |
+$6.64M |
PNFP, SPY, AAPL, MSFT, XOM
|
13F-HR |
11/14/2016, 07:21 PM |
Q2 2016 |
275 |
$434M |
+$40.5M |
-$10.2M |
+$30.2M |
PNFP, SPY, MSFT, XOM, AAPL
|
13F-HR |
8/2/2016, 10:59 AM |
Q1 2016 |
249 |
$390M |
+$88.2M |
-$11.4M |
+$76.8M |
PNFP, AAPL, MSFT, XOM, SPY
|
13F-HR |
5/4/2016, 10:33 AM |
Q4 2015 |
241 |
$321M |
+$40.4M |
-$37.1M |
+$3.35M |
PNFP, SPY, MSFT, AAPL, XOM
|
13F-HR |
1/28/2016, 03:42 PM |
Q3 2015 |
236 |
$318M |
+$42.3M |
-$4.17M |
+$38.2M |
PNFP, EFA, AAPL, MSFT, XOM
|
13F-HR |
11/6/2015, 09:44 AM |
Q2 2015 |
233 |
$316M |
+$26M |
-$7.71M |
+$18.3M |
PNFP, EFA, AAPL, HCA, SPY
|
13F-HR |
8/28/2015, 09:52 AM |
Q1 2015 |
231 |
$299M |
+$21.3M |
-$5.29M |
+$16M |
PNFP, EFA, AAPL, HCA, SPY
|
13F-HR |
5/5/2015, 04:41 PM |
Q4 2014 |
216 |
$286M |
+$24.2M |
-$4.89M |
+$19.3M |
PNFP, AAPL, XOM, HCA, EFA
|
13F-HR |
1/30/2015, 06:11 AM |
Q3 2014 |
200 |
$262M |
+$19.5M |
-$5.44M |
+$14M |
PNFP, AAPL, XOM, HCA, EFA
|
13F-HR |
11/12/2014, 11:25 AM |
Q2 2014 |
192 |
$251M |
+$36.3M |
-$6.36M |
+$30M |
PNFP, XOM, AAPL, JPM, INTC
|
13F-HR |
7/29/2014, 09:10 AM |
Q1 2014 |
181 |
$223M |
+$20.5M |
-$12.2M |
+$8.24M |
PNFP, XOM, SPY, JPM, GOOGLXXXX
|
13F-HR |
5/2/2014, 02:37 PM |
Q4 2013 |
166 |
$219M |
|
|
|
PNFP, XOM, AMZN, SPY, GOOGLXXXX
|
13F-HR |
2/10/2014, 02:30 PM |