| Q1 2025 |
663 |
$4.64B |
+$330M |
-$951M |
-$620M |
AAPL, MSFT, NVDA, SPY, AMZN
|
13F-HR |
5/12/2025, 02:01 PM |
| Q4 2024 |
619 |
$5.49B |
+$1.75B |
-$1.01B |
+$738M |
AAPL, NVDA, SPY, MSFT, AMZN
|
13F-HR |
2/11/2025, 11:49 AM |
| Q3 2024 |
614 |
$4.65B |
$0 |
$0 |
|
SPY, AAPL, MSFT, NVDA, AMZN
|
New Holdings |
11/12/2024, 08:23 AM |
| Q3 2024 |
1,050 |
$4.68B |
$0 |
$0 |
|
SPY, AAPL, MSFT, NVDA, AMZN
|
13F-HR |
11/6/2024, 01:00 PM |
| Q2 2024 |
620 |
$4.5B |
+$3.7B |
-$3.42B |
+$283M |
QQQ, MSFT, NVDA, AAPL, SPY
|
13F-HR |
7/31/2024, 12:10 PM |
| Q1 2024 |
118 |
$4.08B |
+$523M |
-$1.06B |
-$534M |
SPY, QQQ, XRT, RRAC, TRTL
|
13F-HR |
5/10/2024, 07:52 AM |
| Q4 2023 |
173 |
$4.25B |
+$1.22B |
-$535M |
+$680M |
SPY, RRAC, NFYS, TRTL, MCAA
|
13F-HR |
2/8/2024, 02:45 PM |
| Q3 2023 |
254 |
$3.29B |
+$771M |
-$397M |
+$374M |
SPY, XRT, SLAM, RRAC, LOCC
|
13F-HR |
11/9/2023, 02:23 PM |
| Q2 2023 |
183 |
$3.02B |
+$1.5B |
-$136M |
+$1.36B |
SPY, QQQ, XRT, ASCB, PRLH
|
13F-HR |
8/8/2023, 09:28 PM |
| Q1 2023 |
172 |
$1.74B |
+$922M |
-$89.2M |
+$833M |
SPY, ASCB, ALSA, CCVI, PNTM
|
13F-HR |
5/3/2023, 05:05 PM |
| Q4 2022 |
168 |
$1.06B |
+$588M |
-$109M |
+$479M |
SPY, NEEPRP, ASCB, DHCA, AXAC
|
13F-HR |
2/3/2023, 07:42 AM |
| Q3 2022 |
217 |
$429M |
+$336M |
-$7.53M |
+$328M |
ASCB, NEEPRP, DHCA, ALSA, LHC
|
13F-HR |
10/24/2022, 04:14 PM |
| Q2 2022 |
123 |
$528M |
+$232M |
-$42.7M |
+$189M |
SPY, NEEPRO, SOLN, ALSA, CLOE
|
13F-HR |
7/28/2022, 09:46 AM |
| Q1 2022 |
187 |
$486M |
+$238M |
-$415M |
-$177M |
NEEPRO, ACKIT, GACQ, SOLN, SPY
|
13F-HR |
4/27/2022, 03:04 PM |
| Q4 2021 |
177 |
$930M |
+$458M |
-$93.4M |
+$364M |
SPY, IWM, LCAP, SCVX, ACKIT
|
13F-HR |
1/28/2022, 02:53 PM |
| Q3 2021 |
243 |
$980M |
+$488M |
-$677M |
-$189M |
SPY, IWM, BHP, ESSC, NCLH
|
13F-HR |
10/28/2021, 12:01 PM |
| Q2 2021 |
257 |
$1.23B |
+$435M |
-$227M |
+$207M |
SPY, DIA, MDY, ESSC, XLV
|
13F-HR |
7/28/2021, 02:39 PM |
| Q1 2021 |
168 |
$1.05B |
+$436M |
-$1.11B |
-$672M |
SPY, RPLA, NEEPRO, LATN, CCX
|
13F-HR |
4/27/2021, 08:04 PM |
| Q4 2020 |
191 |
$1.57B |
+$435M |
-$81.5M |
+$353M |
SPY, QQQ, ESSC, DIA, BTAQ
|
13F-HR |
1/28/2021, 05:53 PM |
| Q3 2020 |
156 |
$1.31B |
+$233M |
-$96.7M |
+$136M |
SPY, DIA, THCB, SSPK, PCGU
|
13F-HR |
10/26/2020, 04:42 PM |
| Q2 2020 |
135 |
$1.37B |
+$995M |
-$92M |
+$903M |
SPY, QQQ, DIA, BLD, SSPK
|
13F-HR |
7/27/2020, 04:57 PM |
| Q1 2020 |
112 |
$569M |
+$229M |
-$1.13B |
-$900M |
SPY, QQQ, PACQ, PFE, MRK
|
13F-HR |
4/30/2020, 05:54 PM |
| Q4 2019 |
159 |
$1.87B |
+$518M |
-$192M |
+$326M |
SPY, DIA, LGC, PACQ, LHC
|
13F-HR |
1/30/2020, 02:37 PM |
| Q3 2019 |
134 |
$1.56B |
+$216M |
-$556M |
-$340M |
SPY, QQQ, MRK, PACQ, BDXA
|
13F-HR |
10/31/2019, 01:53 PM |
| Q2 2019 |
134 |
$1.98B |
+$917M |
-$23.9M |
+$893M |
SPY, QQQ, DCUE, MMDM, BDXA
|
13F-HR |
8/8/2019, 12:22 PM |
| Q1 2019 |
102 |
$1.13B |
+$643M |
-$58.4M |
+$584M |
SPY, WRLS, SCAC, VEAC, MMDM
|
13F-HR |
4/24/2019, 11:02 AM |
| Q4 2018 |
111 |
$592M |
+$149M |
-$397M |
-$249M |
SPY, QQQ, CMSS, GOOGL, CNAC
|
13F-HR |
2/4/2019, 01:50 PM |
| Q3 2018 |
129 |
$1.14B |
+$547M |
-$21.7M |
+$526M |
SPY, QQQ, DIA, IYR, CCI
|
13F-HR |
10/18/2018, 04:39 PM |
| Q2 2018 |
147 |
$848M |
+$433M |
-$762M |
-$329M |
DIA, QQQ, SPY, AMZN, TLT
|
13F-HR |
7/23/2018, 12:09 PM |
| Q1 2018 |
124 |
$1.47B |
+$419M |
-$589M |
-$170M |
SPY, DIA, GOOGL, AMZN, ANTX
|
13F-HR |
5/1/2018, 12:45 PM |
| Q4 2017 |
145 |
$1.77B |
+$484M |
-$479M |
+$5.37M |
SPY, DIA, QQQXXXX, ANTX, AAPL
|
13F-HR |
1/24/2018, 10:36 AM |
| Q3 2017 |
161 |
$1.78B |
|
|
|
QQQXXXX, SPY, DIA, FXEXXXX, PRXL
|
13F-HR |
10/23/2017, 03:49 PM |
| Q2 2017 |
126 |
$1.81B |
|
|
|
SPY, QQQXXXX, DIA, TLT, FXEXXXX
|
13F-HR |
7/21/2017, 11:43 AM |
| Q1 2017 |
113 |
$1.71B |
|
|
|
SPY, QQQXXXX, DIA, ORCL, BMY
|
13F-HR |
5/5/2017, 09:36 AM |
| Q4 2016 |
157 |
$2.24B |
+$1.81B |
-$294M |
+$1.51B |
SPY, QQQXXXX, TLT, CVX, PG
|
13F-HR |
2/7/2017, 08:12 AM |
| Q3 2016 |
152 |
$1.08B |
|
|
|
TLT, QQQXXXX, SPY, AMZN, DIA
|
13F-HR |
10/21/2016, 09:18 AM |
| Q2 2016 |
141 |
$541M |
|
|
|
SPY, TLT, DIA, AAPL, XLV
|
13F-HR |
7/20/2016, 05:07 PM |
| Q1 2016 |
88 |
$401M |
|
|
|
TLT, SPY, QQQXXXX, AGG, AAPL
|
13F-HR |
4/21/2016, 09:17 AM |
| Q4 2015 |
109 |
$756M |
|
|
|
TLT, QQQXXXX, DIA, AAPL, JNJ
|
13F-HR |
1/21/2016, 10:41 AM |
| Q3 2015 |
79 |
$327M |
|
|
|
TLT, AAPL, JNJ, DOW, BAC
|
13F-HR |
10/20/2015, 11:06 AM |
| Q2 2015 |
141 |
$799M |
|
|
|
DIA, QQQXXXX, TLT, WFC, MDY
|
13F-HR |
7/20/2015, 02:06 PM |
| Q1 2015 |
197 |
$741M |
+$136M |
-$263M |
-$127M |
DIA, TLT, QQQXXXX, AAPL, GS
|
13F-HR |
4/28/2015, 03:44 PM |
| Q4 2014 |
211 |
$972M |
+$537M |
-$419M |
+$118M |
DIA, QQQXXXX, AAPL, V, TLT
|
13F-HR |
1/28/2015, 11:26 AM |
| Q3 2014 |
158 |
$821M |
+$627M |
-$1.07M |
+$626M |
TLT, V, IBM, GS, MMM
|
13F-HR |
10/7/2014, 03:44 PM |
| Q2 2014 |
29 |
$193M |
+$10.8M |
-$171M |
-$160M |
TLT, AMAT, LULU, KNDI, NSM
|
13F-HR |
7/2/2014, 01:45 PM |
| Q1 2014 |
14 |
$342M |
+$3.01M |
-$217K |
+$2.79M |
TLT
|
13F-HR |
4/3/2014, 12:34 PM |
| Q4 2013 |
141 |
$1.18B |
|
|
|
TLT, AAPL, DIA, MSFT, GOOGLXXXX
|
13F-HR |
1/15/2014, 11:32 AM |