Q4 2024 |
169 |
$110M |
+$6.48M |
-$6.27M |
+$206K |
AAPL, SPY, MSFT, AMZN, GOOGL
|
13F-HR |
1/28/2025, 01:59 PM |
Q3 2024 |
172 |
$109M |
+$11M |
-$6.76M |
+$4.29M |
AAPL, SPY, MSFT, AMZN, BRKB
|
13F-HR |
11/6/2024, 01:59 PM |
Q2 2024 |
175 |
$98.6M |
+$8.03M |
-$10.1M |
-$2.09M |
AAPL, SPY, GOOGL, MSFT, AMZN
|
13F-HR |
8/13/2024, 09:33 AM |
Q1 2024 |
173 |
$100M |
+$8.25M |
-$18.4M |
-$10.1M |
SPY, AAPL, MSFT, URI, AMZN
|
13F-HR |
5/1/2024, 01:54 PM |
Q4 2023 |
184 |
$103M |
+$12.8M |
-$6.71M |
+$6.1M |
AAPL, SPY, MSFT, AMZN, GOOGL
|
13F-HR |
1/26/2024, 02:47 PM |
Q3 2023 |
210 |
$88M |
+$6.06M |
-$43M |
-$37M |
AAPL, SPY, MSFT, GOOGL, URI
|
13F-HR |
11/16/2023, 08:02 PM |
Q2 2023 |
195 |
$127M |
+$8.34M |
-$13.8M |
-$5.47M |
AAPL, SPY, GOOGL, MSFT, URI
|
13F-HR |
7/24/2023, 11:20 AM |
Q1 2023 |
198 |
$132M |
+$17.7M |
-$13.6M |
+$4.03M |
AAPL, SPY, GOOGL, URI, BRKB
|
13F-HR |
4/19/2023, 02:36 PM |
Q4 2022 |
204 |
$133M |
+$10.7M |
-$5.01M |
+$5.66M |
AAPL, SPY, MSFT, URI, BRKB
|
13F-HR |
1/19/2023, 09:42 AM |
Q3 2022 |
218 |
$126M |
+$15.5M |
-$5.11M |
+$10.4M |
AAPL, SPY, MSFT, GOOGL, TMO
|
13F-HR |
10/11/2022, 02:25 PM |
Q2 2022 |
228 |
$135M |
+$17.7M |
-$7.43M |
+$10.3M |
AAPL, SPY, GOOGL, MSFT, BMY
|
13F-HR |
8/5/2022, 03:59 PM |
Q1 2022 |
273 |
$168M |
+$24.9M |
-$14.9M |
+$10M |
AAPL, SPY, GOOGL, MSFT, GNRC
|
13F-HR |
4/13/2022, 12:42 PM |
Q4 2021 |
275 |
$184M |
+$21.4M |
-$7.52M |
+$13.9M |
AAPL, SPY, GNRC, GOOGL, MSFT
|
13F-HR |
1/10/2022, 11:17 AM |
Q3 2021 |
253 |
$171M |
+$16M |
-$15.9M |
+$84.2K |
AAPL, SPY, GNRC, GOOGL, MSFT
|
13F-HR |
10/19/2021, 11:16 AM |
Q2 2021 |
251 |
$171M |
+$21.5M |
-$14.6M |
+$6.89M |
AAPL, SPY, GNRC, GOOGL, MSFT
|
13F-HR |
7/27/2021, 01:34 PM |
Q1 2021 |
216 |
$156M |
+$26.2M |
-$17.6M |
+$8.59M |
AAPL, SPY, GNRC, BMY, MSFT
|
13F-HR |
4/26/2021, 05:12 PM |
Q4 2020 |
197 |
$138M |
+$16.7M |
-$13.4M |
+$3.32M |
AAPL, SPY, GNRC, BMY, MSFT
|
13F-HR |
2/8/2021, 03:41 PM |
Q3 2020 |
164 |
$124M |
+$18.2M |
-$6.39M |
+$11.8M |
AAPL, SPY, GNRC, MSFT, BMY
|
13F-HR |
11/5/2020, 01:19 PM |
Q2 2020 |
146 |
$110M |
+$18.8M |
-$7.78M |
+$11M |
AAPL, SPY, BMY, MSFT, GNRC
|
13F-HR |
8/10/2020, 02:14 PM |
Q1 2020 |
129 |
$84.5M |
+$8.79M |
-$5.36M |
+$3.43M |
SPY, AAPL, BMY, MSFT, GNRC
|
13F-HR |
5/4/2020, 11:06 AM |
Q4 2019 |
166 |
$124M |
+$14.3M |
-$5.33M |
+$9M |
SPY, AAPL, XOM, BMY, GNRC
|
13F-HR |
1/31/2020, 02:36 PM |
Q3 2019 |
164 |
$114M |
+$10.6M |
-$3.6M |
+$7.05M |
SPY, AAPL, CELG, T, MSFT
|
13F-HR |
11/8/2019, 11:00 AM |
Q2 2019 |
166 |
$111M |
+$6.46M |
-$3.29M |
+$3.18M |
SPY, CELG, AAPL, MSFT, CVX
|
13F-HR |
7/31/2019, 02:51 PM |
Q1 2019 |
170 |
$108M |
+$13.9M |
-$6.29M |
+$7.61M |
SPY, CELG, AAPL, T, GOOGL
|
13F-HR |
5/6/2019, 02:39 PM |
Q4 2018 |
149 |
$93.4M |
+$6.71M |
-$3.81M |
+$2.9M |
SPY, CELG, AAPL, MSFT, T
|
13F-HR |
2/8/2019, 10:03 AM |
Q3 2018 |
178 |
$121M |
+$9.04M |
-$5.44M |
+$3.6M |
SPY, AAPL, CELG, MSFT, GOOGL
|
13F-HR |
10/23/2018, 12:28 PM |
Q2 2018 |
176 |
$115M |
+$8.03M |
-$3.7M |
+$4.33M |
SPY, AAPL, CELG, MSFT, CVX
|
13F-HR |
7/18/2018, 03:25 PM |
Q1 2018 |
183 |
$116M |
+$14.6M |
-$3.11M |
+$11.5M |
SPY, CELG, AAPL, MSFT, CVX
|
13F-HR |
5/7/2018, 09:42 AM |
Q4 2017 |
179 |
$115M |
|
|
|
SPY, AAPL, CELG, CVX, MSFT
|
13F-HR |
2/14/2018, 11:40 AM |