Q4 2024 |
1,677 |
$12.1B |
+$697M |
-$2.66B |
-$1.96B |
NVDA, AAPL, MSFT, AMZN, AVGO
|
13F-HR |
2/13/2025, 04:49 PM |
Q3 2024 |
1,854 |
$14.1B |
+$1.02B |
-$1.3B |
-$274M |
NVDA, AAPL, MSFT, AVGO, META
|
13F-HR |
11/13/2024, 03:24 PM |
Q2 2024 |
1,855 |
$14B |
+$1.13B |
-$971M |
+$159M |
NVDA, MSFT, AAPL, AVGO, AMZN
|
13F-HR |
8/14/2024, 03:41 PM |
Q1 2024 |
1,861 |
$14.1B |
+$925M |
-$929M |
-$4.12M |
MSFT, NVDA, AAPL, AMZN, META
|
13F-HR |
5/14/2024, 05:05 PM |
Q4 2023 |
1,866 |
$13.2B |
+$1.01B |
-$702M |
+$304M |
AAPL, MSFT, NVDA, AVGO, AMZN
|
13F-HR |
2/14/2024, 02:30 PM |
Q3 2023 |
1,959 |
$11.6B |
+$691M |
-$1.27B |
-$580M |
AAPL, MSFT, NVDA, AMZN, AVGO
|
13F-HR |
11/14/2023, 01:17 PM |
Q2 2023 |
1,861 |
$12.7B |
+$909M |
-$575M |
+$335M |
MSFT, AAPL, NVDA, AMZN, META
|
13F-HR |
8/11/2023, 01:46 PM |
Q1 2023 |
1,908 |
$11.9B |
+$933M |
-$825M |
+$109M |
MSFT, AAPL, NVDA, AMZN, GOOGL
|
13F-HR |
5/10/2023, 07:37 PM |
Q4 2022 |
1,906 |
$11.4B |
+$759M |
-$786M |
-$26.7M |
MSFT, AAPL, AMZN, MRK, GOOGL
|
13F-HR |
2/14/2023, 02:19 PM |
Q3 2022 |
1,873 |
$10.9B |
+$783M |
-$964M |
-$181M |
AAPL, MSFT, AMZN, TSLA, KAHC
|
13F-HR |
11/14/2022, 03:51 PM |
Q2 2022 |
2,024 |
$12.6B |
+$687M |
-$1.89B |
-$1.21B |
PSTH, AAPL, MSFT, AMZN, KAHC
|
13F-HR |
8/15/2022, 04:23 PM |
Q1 2022 |
2,110 |
$16.6B |
+$946M |
-$2.09B |
-$1.14B |
AAPL, PSTH, MSFT, AMZN, NVDA
|
13F-HR |
5/16/2022, 10:58 AM |
Q4 2021 |
2,096 |
$19.1B |
+$2.38B |
-$837M |
+$1.54B |
AAPL, MSFT, PSTH, AMZN, META
|
13F-HR |
2/14/2022, 03:50 PM |
Q3 2021 |
2,114 |
$16.5B |
+$1.35B |
-$1.3B |
+$47.2M |
AAPL, MSFT, PSTH, AMZN, AGG
|
13F-HR |
11/15/2021, 04:32 PM |
Q2 2021 |
2,170 |
$16.8B |
+$2.18B |
-$1.24B |
+$934M |
PSTH, AAPL, MSFT, AMZN, META
|
13F-HR |
8/13/2021, 01:59 PM |
Q1 2021 |
2,130 |
$15.1B |
+$1.47B |
-$2.8B |
-$1.32B |
PSTH, AAPL, MSFT, AMZN, AGG
|
13F-HR |
5/13/2021, 03:50 PM |
Q4 2020 |
2,038 |
$15.9B |
+$1.49B |
-$785M |
+$701M |
LQD, PSTH, AAPL, MSFT, AMZN
|
13F-HR |
2/16/2021, 11:23 AM |
Q3 2020 |
1,911 |
$13.8B |
+$1.62B |
-$1.04B |
+$583M |
LQD, PSTH, AAPL, MSFT, AMZN
|
13F-HR |
11/13/2020, 09:39 AM |
Q2 2020 |
1,865 |
$12.9B |
+$1.96B |
-$594M |
+$1.37B |
LQD, HYG, AAPL, MSFT, AMZN
|
13F-HR |
8/14/2020, 11:13 AM |
Q1 2020 |
1,828 |
$9.9B |
+$1.39B |
-$1.75B |
-$361M |
LQD, HYG, MSFT, AAPL, AMZN
|
13F-HR |
6/2/2020, 05:06 PM |
Q4 2019 |
2,053 |
$13.2B |
+$1.4B |
-$1.28B |
+$123M |
AAPL, MSFT, AGG, AMZN, META
|
Restatement |
2/19/2020, 06:58 PM |
Q3 2019 |
2,078 |
$12.5B |
+$1.04B |
-$818M |
+$225M |
MSFT, AAPL, AMZN, META, GOOGL
|
Restatement |
2/19/2020, 07:03 PM |
Q2 2019 |
2,092 |
$12.3B |
+$693M |
-$795M |
-$102M |
MSFT, AAPL, AMZN, META, CSCO
|
13F-HR |
8/14/2019, 10:55 AM |
Q1 2019 |
2,162 |
$12.3B |
+$966M |
-$868M |
+$98.4M |
MSFT, AAPL, AMZN, LQD, META
|
13F-HR |
5/15/2019, 03:02 PM |
Q4 2018 |
2,151 |
$11.8B |
+$697M |
-$1.68B |
-$981M |
EEM, AAPL, MSFT, LQD, AMZN
|
13F-HR |
2/14/2019, 09:36 AM |
Q3 2018 |
2,380 |
$15.3B |
+$1.09B |
-$1.17B |
-$84.7M |
EEM, AAPL, AMZN, MSFT, LQD
|
13F-HR |
11/14/2018, 03:23 PM |
Q2 2018 |
2,344 |
$14.9B |
+$809M |
-$25.9B |
-$25.1B |
EEM, AAPL, LQD, AMZN, MSFT
|
13F-HR |
8/14/2018, 04:55 PM |
Q1 2018 |
2,762 |
$40.9B |
+$3.72B |
-$3.5B |
+$215M |
EEM, AAPL, AMZN, MSFT, LQD
|
13F-HR |
5/15/2018, 05:01 PM |
Q4 2017 |
2,690 |
$42.2B |
+$5.37B |
-$3.28B |
+$2.09B |
LQD, AAPL, MSFT, AMZN, META
|
13F-HR |
2/14/2018, 11:24 AM |
Q3 2017 |
2,779 |
$42.5B |
+$6.48B |
-$2.23B |
+$4.25B |
HYG, TLT, AAPL, MSFT, META
|
13F-HR |
11/14/2017, 04:02 PM |
Q2 2017 |
2,814 |
$37.7B |
+$2.43B |
-$1.76B |
+$666M |
AAPL, MSFT, META, AMZN, CSCO
|
13F-HR |
8/14/2017, 03:35 PM |
Q1 2017 |
2,819 |
$36.9B |
+$2.95B |
-$1.76B |
+$1.18B |
AAPL, MSFT, META, AMZN, CSCO
|
13F-HR |
5/15/2017, 03:55 PM |
Q4 2016 |
2,886 |
$34.9B |
+$4.85B |
-$2.29B |
+$2.55B |
AAPL, MSFT, SPY, AMZN, META
|
13F-HR |
2/14/2017, 04:00 PM |
Q3 2016 |
2,879 |
$32.1B |
+$1.91B |
-$1.9B |
+$9.6M |
AAPL, MSFT, SPY, AMZN, META
|
13F-HR |
11/14/2016, 04:40 PM |
Q2 2016 |
2,861 |
$31.8B |
+$2.66B |
-$2.69B |
-$27.1M |
DRII, AAPL, SPY, MSFT, META
|
13F-HR |
8/15/2016, 06:50 AM |
Q1 2016 |
2,886 |
$31.6B |
+$1.62B |
-$3.94B |
-$2.32B |
AAPL, SPY, DRII, MSFT, META
|
13F-HR |
5/16/2016, 03:37 PM |
Q4 2015 |
2,980 |
$34.3B |
+$5.3B |
-$3.61B |
+$1.69B |
SPY, AAPL, DRII, MSFT, GILD
|
13F-HR |
2/16/2016, 02:22 PM |
Q3 2015 |
2,943 |
$32.5B |
+$1.91B |
-$5.08B |
-$3.17B |
IEF, AAPL, SPY, DRII, GILD
|
13F-HR |
11/16/2015, 03:33 PM |
Q2 2015 |
3,021 |
$40.4B |
+$2.81B |
-$2.9B |
-$91.2M |
IEF, TLT, AAPL, SPY, GILD
|
13F-HR |
8/14/2015, 07:18 AM |
Q1 2015 |
3,013 |
$41.9B |
+$6.16B |
-$3.28B |
+$2.89B |
IEF, AAPL, TLT, SPY, GILD
|
Restatement |
5/15/2015, 06:19 PM |
Q4 2014 |
3,000 |
$39.8B |
+$6.21B |
-$5.35B |
+$856M |
AAPL, SPY, DRII, MSFT, GILD
|
13F-HR |
2/17/2015, 02:10 PM |
Q3 2014 |
1 |
$258M |
|
|
|
DRII
|
New Holdings |
11/17/2014, 02:48 PM |
Q3 2014 |
2,987 |
$41.7B |
+$7.11B |
-$3.32B |
+$3.79B |
SPY, AAPL, DRII, GILD, MSFT
|
13F-HR |
11/14/2014, 02:30 PM |
Q2 2014 |
3,192 |
$39.5B |
+$6.85B |
-$3.01B |
+$3.84B |
SPY, SPY, AAPL, DRII, CSC
|
13F-HR |
8/14/2014, 10:55 AM |
Q1 2014 |
3,242 |
$34.7B |
+$4.89B |
-$2.62B |
+$2.26B |
SPY, AAPL, MSFT, CSC, THG
|
13F-HR |
5/15/2014, 06:48 PM |
Q4 2013 |
3,171 |
$32.8B |
|
|
|
SPY, AAPL, GOOGLXXXX, MSFT, CSC
|
13F-HR |
2/14/2014, 02:09 PM |