Q4 2024 |
622 |
$171M |
+$38.4M |
-$27M |
+$11.3M |
MSFT, NVDA, AAPL, AVGO, GOOGL
|
13F-HR |
1/23/2025, 06:33 PM |
Q3 2024 |
411 |
$155M |
+$52.9M |
-$49.8M |
+$3.09M |
MSFT, NVDA, AAPL, AVGO, GOOGL
|
13F-HR |
11/8/2024, 12:14 PM |
Q2 2024 |
410 |
$153M |
+$71.1M |
-$44.2M |
+$26.9M |
NVDA, MSFT, AAPL, AVGO, VGT
|
13F-HR |
7/25/2024, 04:23 PM |
Q1 2024 |
67 |
$132M |
+$33.4M |
-$26.3M |
+$7.16M |
MSFT, NVDA, AAPL, XLF, PAVE
|
13F-HR |
5/15/2024, 05:06 PM |
Q4 2023 |
417 |
$113M |
+$57.1M |
-$59.8M |
-$2.71M |
MSFT, AAPL, NVDA, VGT, XLRE
|
13F-HR |
1/17/2024, 03:09 PM |
Q3 2023 |
423 |
$109M |
+$14.5M |
-$5.97M |
+$8.57M |
MSFT, QQQ, AAPL, NVDA, VBK
|
13F-HR |
11/13/2023, 10:57 AM |
Q2 2023 |
406 |
$109M |
+$42.4M |
-$37.2M |
+$5.18M |
MSFT, QQQ, AAPL, VBK, VGT
|
13F-HR |
8/3/2023, 12:14 PM |
Q1 2023 |
436 |
$99.5M |
+$12.3M |
-$12.2M |
+$162K |
MSFT, VOO, MTUM, VBK, AAPL
|
13F-HR |
4/28/2023, 11:32 AM |
Q4 2022 |
471 |
$93.4M |
+$7.13M |
-$9.52M |
-$2.39M |
MSFT, VOO, MTUM, PFFD, VBK
|
13F-HR |
2/7/2023, 02:38 PM |
Q3 2022 |
302 |
$90M |
+$5.89M |
-$6.32M |
-$431K |
MSFT, VOO, MTUM, XLU, PFFD
|
13F-HR |
11/14/2022, 06:41 AM |
Q2 2022 |
302 |
$96.7M |
+$20.4M |
-$35.4M |
-$15M |
MSFT, VOO, MTUM, XLU, PFFD
|
13F-HR |
8/18/2022, 11:59 AM |
Q1 2022 |
52 |
$139M |
+$36.4M |
-$14.1M |
+$22.2M |
VOO, MTUM, MSFT, GLD, PFFD
|
13F-HR |
5/16/2022, 11:21 AM |
Q4 2021 |
52 |
$132M |
|
|
|
VOO, MSFT, MTUM, XLRE, PFFD
|
13F-HR |
2/14/2022, 09:45 AM |