Q1 2025 |
992 |
$147M |
+$15.8M |
-$14.1M |
+$1.7M |
NVDA, MSFT, V, VNQ, ABBV
|
13F-HR |
4/22/2025, 03:38 PM |
Q4 2024 |
958 |
$151M |
+$9.11M |
-$6.03M |
+$3.08M |
NVDA, MSFT, AAPL, V, VNQ
|
13F-HR |
1/14/2025, 11:47 AM |
Q3 2024 |
987 |
$146M |
+$20.6M |
-$5.21M |
+$15.4M |
NVDA, MSFT, AAPL, VNQ, IJR
|
13F-HR |
10/16/2024, 10:48 AM |
Q2 2024 |
787 |
$126M |
+$18.2M |
-$4.81M |
+$13.4M |
NVDA, MSFT, AAPL, V, QCOM
|
13F-HR |
7/12/2024, 03:32 PM |
Q1 2024 |
710 |
$116M |
+$8.82M |
-$5.62M |
+$3.2M |
NVDA, MSFT, AAPL, V, VNQ
|
13F-HR |
4/18/2024, 09:43 AM |
Q4 2023 |
720 |
$105M |
+$8.4M |
-$39.2M |
-$30.8M |
MSFT, AAPL, V, NVDA, VNQ
|
13F-HR |
1/16/2024, 11:40 AM |
Q3 2023 |
862 |
$123M |
+$9.06M |
-$9.51M |
-$451K |
AAPL, MSFT, NVDA, DFAU, DFCF
|
13F-HR |
10/30/2023, 08:17 PM |
Q2 2023 |
804 |
$130M |
+$6.48M |
-$6.09M |
+$392K |
AAPL, MSFT, NVDA, DFAU, V
|
13F-HR |
8/1/2023, 02:55 PM |
Q1 2023 |
768 |
$123M |
+$3.99M |
-$3.77M |
+$219K |
AAPL, MSFT, ABBV, DFAU, DFCF
|
13F-HR |
4/18/2023, 05:06 PM |
Q4 2022 |
769 |
$115M |
+$6.15M |
-$17.3M |
-$11.1M |
ABBV, AAPL, MSFT, DFAU, DFCF
|
13F-HR |
2/8/2023, 04:54 PM |
Q3 2022 |
724 |
$124M |
+$8.95M |
-$6.83M |
+$2.13M |
AAPL, MSFT, ABBV, DFAU, V
|
13F-HR |
10/26/2022, 02:52 PM |
Q2 2022 |
751 |
$136M |
+$25.7M |
-$12M |
+$13.7M |
AAPL, MSFT, ABBV, DFAU, MPW
|
13F-HR |
7/15/2022, 01:18 PM |
Q1 2022 |
754 |
$149M |
+$10.8M |
-$6.38M |
+$4.46M |
AAPL, MSFT, ABBV, NVDA, V
|
13F-HR |
5/6/2022, 06:20 PM |
Q4 2021 |
752 |
$154M |
+$10.9M |
-$7.89M |
+$2.98M |
AAPL, MSFT, ABBV, NVDA, V
|
13F-HR |
1/18/2022, 06:10 AM |
Q3 2021 |
788 |
$142M |
+$16.8M |
-$9.59M |
+$7.26M |
AAPL, MSFT, ABBV, NVDA, V
|
Restatement |
10/29/2021, 07:41 PM |
Q2 2021 |
810 |
$140M |
+$14.4M |
-$10.5M |
+$3.95M |
AAPL, MSFT, NVDA, ABBV, AMZN
|
13F-HR |
7/15/2021, 02:44 PM |
Q1 2021 |
721 |
$128M |
+$14M |
-$7.17M |
+$6.79M |
AAPL, MSFT, ABBV, NVDA, V
|
13F-HR |
4/15/2021, 01:07 PM |
Q4 2020 |
646 |
$118M |
|
|
|
AAPL, MSFT, ABBV, QCOM, AMZN
|
13F-HR |
1/27/2021, 03:32 PM |