Q2 2025 |
1,069 |
$49.9B |
+$10.7B |
-$10.7B |
-$54M |
SPY, NVDA, MSFT, IVV, QQQ
|
13F-HR |
8/13/2025, 04:13 PM |
Q1 2025 |
1,079 |
$45.2B |
+$10.7B |
-$9.99B |
+$682M |
AAPL, NVDA, IWM, MSFT, SPY
|
13F-HR |
5/14/2025, 04:25 PM |
Q4 2024 |
948 |
$46.7B |
+$15.9B |
-$10.6B |
+$5.3B |
NVDA, SPY, AAPL, IVV, QQQ
|
13F-HR |
2/14/2025, 04:13 PM |
Q3 2024 |
964 |
$41.1B |
+$14.7B |
-$8.97B |
+$5.72B |
IWM, SPY, AAPL, NVDA, MSFT
|
13F-HR |
11/13/2024, 04:34 PM |
Q2 2024 |
951 |
$33.7B |
+$10.6B |
-$5.38B |
+$5.26B |
SPY, IWM, AAPL, MSFT, QQQ
|
Restatement |
9/19/2024, 05:45 PM |
Q1 2024 |
878 |
$28.4B |
+$6.7B |
-$8.25B |
-$1.54B |
SPY, IWM, MSFT, AAPL, QQQ
|
13F-HR |
5/13/2024, 05:24 PM |
Q4 2023 |
961 |
$28.4B |
+$9.06B |
-$4.89B |
+$4.17B |
SPY, IWM, AAPL, QQQ, MSFT
|
Restatement |
3/21/2024, 05:03 PM |
Q3 2023 |
1,366 |
$22.6B |
+$5.53B |
-$4.89B |
+$647M |
SPY, IWM, MSFT, TD, AAPL
|
13F-HR |
11/13/2023, 04:31 PM |
Q2 2023 |
1,141 |
$22.9B |
+$7.95B |
-$2.49B |
+$5.46B |
IWM, SPY, AAPL, MSFT, QQQ
|
13F-HR |
8/11/2023, 04:19 PM |
Q1 2023 |
1,203 |
$18.4B |
+$4.95B |
-$5.2B |
-$250M |
IWM, SPY, AAPL, QQQ, TD
|
13F-HR |
5/12/2023, 03:13 PM |
Q4 2022 |
1,355 |
$20.4B |
+$8.21B |
-$7.15B |
+$1.06B |
IWM, MA, SPY, AAPL, BNS
|
13F-HR |
2/13/2023, 09:26 AM |
Q3 2022 |
1,414 |
$20.5B |
+$4.9B |
-$4.08B |
+$823M |
SPY, IWM, QQQ, BNS, MSFT
|
13F-HR |
11/14/2022, 09:52 AM |
Q2 2022 |
1,482 |
$22.6B |
+$5.83B |
-$5.41B |
+$425M |
SPY, IWM, QQQ, MSFT, HYG
|
13F-HR |
8/11/2022, 11:48 AM |
Q1 2022 |
1,627 |
$28.9B |
+$5.86B |
-$17.6B |
-$11.7B |
IWM, SPY, MSFT, QQQ, AAPL
|
13F-HR |
5/12/2022, 11:34 AM |
Q4 2021 |
1,638 |
$47.2B |
+$12.4B |
-$6.87B |
+$5.54B |
IWM, SPY, QQQ, MSFT, AAPL
|
13F-HR |
2/11/2022, 09:05 AM |
Q3 2021 |
1,638 |
$40.2B |
+$7.39B |
-$11.3B |
-$3.94B |
IWM, SPY, MSFT, QQQ, XLF
|
13F-HR |
11/10/2021, 09:47 AM |
Q2 2021 |
1,762 |
$44.9B |
+$14.4B |
-$12B |
+$2.44B |
IWM, SPY, QQQ, MSFT, AAPL
|
13F-HR |
8/12/2021, 01:30 PM |
Q1 2021 |
1,499 |
$39.7B |
+$14.3B |
-$13.8B |
+$427M |
SPY, IWM, QQQ, XBI, MSFT
|
13F-HR |
5/13/2021, 09:21 AM |
Q4 2020 |
1,453 |
$37.6B |
+$26B |
-$2.2B |
+$23.8B |
SPY, XBI, IWM, QQQ, BABA
|
Restatement |
3/1/2021, 03:29 PM |
Q3 2020 |
1,013 |
$13.3B |
+$4.47B |
-$3.02B |
+$1.45B |
SPY, BABA, TD, BMO, BNS
|
Restatement |
3/1/2021, 03:24 PM |
Q2 2020 |
798 |
$12.5B |
+$5.56B |
-$2.54B |
+$3.02B |
SPY, BABA, MSFT, GLD, MA
|
Restatement |
3/1/2021, 03:12 PM |
Q1 2020 |
778 |
$9.29B |
+$3.37B |
-$7.31B |
-$3.94B |
SPY, AGN, MSFT, AAPL, AGG
|
13F-HR |
5/13/2020, 09:14 AM |
Q4 2019 |
976 |
$23.3B |
|
|
|
SPY, QQQ, IWM, HYG, LQD
|
13F-HR |
2/12/2020, 09:45 AM |