Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
---|---|---|---|---|---|---|---|---|
Q4 2024 | 145 | $164M | +$12.4M | -$10.7M | +$1.75M | NVDA, AVGO, AAPL, IVV, QQQ | 13F-HR | 2/4/2025, 12:13 PM |
Q3 2024 | 146 | $160M | $0 | $0 | NVDA, AAPL, IVV, AVGO, QQQ | 13F-HR | 11/8/2024, 11:24 AM |