Q2 2025 |
844 |
$1.2B |
+$110M |
-$115M |
-$5.26M |
AAPL, NVDA, AMZN, MSFT, QQQ
|
13F-HR |
7/29/2025, 01:42 PM |
Q1 2025 |
761 |
$1.1B |
+$72.3M |
-$82.8M |
-$10.5M |
AAPL, NVDA, AMZN, MSFT, QQQ
|
13F-HR |
4/23/2025, 09:39 AM |
Q4 2024 |
831 |
$1.15B |
+$238M |
-$4.04B |
-$3.8B |
AAPL, NVDA, AMZN, MSFT, QQQ
|
13F-HR |
1/8/2025, 09:44 AM |
Q3 2024 |
1,820 |
$4.62B |
$0 |
$0 |
|
IPAV, PTEU, QJUN, ELV, PLTR
|
13F-HR |
10/22/2024, 04:47 PM |
Q2 2024 |
2,263 |
$945M |
+$169M |
-$41.3M |
+$128M |
NVDA, AMZN, MSFT, QQQ, SPY
|
13F-HR |
7/30/2024, 11:33 AM |
Q1 2024 |
736 |
$846M |
+$105M |
-$43.9M |
+$60.6M |
NVDA, AMZN, MSFT, QQQ, SPY
|
13F-HR |
4/11/2024, 03:25 PM |
Q4 2023 |
686 |
$757M |
+$205M |
-$302M |
-$96.8M |
AAPL, MSFT, AMZN, NVDA, UPS
|
Restatement |
1/25/2024, 11:33 AM |
Q3 2023 |
503 |
$504M |
+$114M |
-$57M |
+$56.6M |
QQQ, AMZN, VTI, UPS, NVDA
|
Restatement |
10/10/2023, 12:20 PM |
Q2 2023 |
499 |
$491M |
+$87.8M |
-$23.2M |
+$64.7M |
QQQ, MSFT, AMZN, UPS, VTI
|
13F-HR |
7/20/2023, 04:13 PM |
Q1 2023 |
1,030 |
$467M |
+$83.6M |
-$624M |
-$540M |
QQQ, MSFT, AMZN, IVV, GOOG
|
13F-HR |
4/19/2023, 01:14 PM |
Q4 2022 |
650 |
$590M |
+$328M |
-$2.55M |
+$326M |
AMZN, QQQ, LLY, UPS, GOOG
|
Restatement |
1/30/2023, 07:42 AM |
Q3 2022 |
470 |
$413M |
+$88.8M |
-$108M |
-$19.3M |
AAPL, QQQ, AMZN, IVV, INDA
|
Restatement |
11/10/2022, 09:10 AM |
Q2 2022 |
425 |
$394M |
+$72.9M |
-$10.9M |
+$62.1M |
AAPL, QQQ, AMZN, IVV, GOOG
|
13F-HR |
8/17/2022, 01:47 PM |
Q1 2022 |
467 |
$498M |
+$107M |
-$28.7M |
+$78.7M |
AAPL, QQQ, AMZN, GOOGL, IVV
|
Restatement |
5/13/2022, 04:39 PM |
Q4 2021 |
492 |
$487M |
+$59.8M |
-$211M |
-$151M |
AAPL, AMZN, GOOGL, SPY, NVDA
|
Restatement |
2/10/2022, 03:42 PM |
Q3 2021 |
445 |
$455M |
+$63.5M |
-$34.5M |
+$29M |
AAPL, IYT, AMZN, GOOGL, SPY
|
13F-HR |
10/28/2021, 03:31 PM |
Q2 2021 |
431 |
$425M |
+$38M |
-$440M |
-$402M |
AAPL, AMZN, VO, RFV, GOOGL
|
13F-HR |
7/14/2021, 03:00 PM |
Q1 2021 |
1,997 |
$918M |
+$378M |
$0 |
+$378M |
AAPL, IYZ, UPS, AMZN, VB
|
13F-HR |
4/19/2021, 12:29 PM |
Q4 2020 |
1,866 |
$401M |
+$144M |
-$20.2M |
+$124M |
AAPL, UPS, VB, AMZN, FIXD
|
Restatement |
4/19/2021, 12:11 PM |
Q3 2020 |
314 |
$263M |
+$41.5M |
-$43.7M |
-$2.22M |
QQQ, UPS, AMZN, TDIV, SPY
|
13F-HR |
10/21/2020, 10:47 AM |
Q2 2020 |
324 |
$274M |
+$44.5M |
-$11.2M |
+$33.2M |
QQQ, AMZN, UPS, GOOGL, LQD
|
13F-HR |
7/20/2020, 01:27 PM |
Q1 2020 |
303 |
$224M |
|
|
|
QQQ, AMZN, UPS, GOOGL, VTI
|
13F-HR |
7/20/2020, 01:25 PM |