Q1 2025 |
180 |
$225M |
+$51.6M |
-$41.9M |
+$9.71M |
GJAN, PJAN, SPLG, NVDA, LLY
|
13F-HR |
4/14/2025, 03:13 PM |
Q4 2024 |
182 |
$217M |
+$147M |
-$2.09M |
+$145M |
PJAN, NVDA, SPLG, ANET, RCL
|
13F-HR |
1/7/2025, 04:41 PM |
Q3 2024 |
83 |
$72.7M |
+$4.37M |
-$134M |
-$130M |
PJAN, NVDA, SPLG, IBD, BLES
|
13F-HR |
10/18/2024, 11:41 AM |
Q2 2024 |
175 |
$196M |
+$32.8M |
-$25.9M |
+$6.86M |
PJAN, NVDA, SPLG, LLY, ANET
|
13F-HR |
8/2/2024, 01:49 PM |
Q1 2024 |
174 |
$192M |
+$53.6M |
-$39.8M |
+$13.8M |
PJAN, SPLG, NVDA, AVGO, LLY
|
13F-HR |
4/12/2024, 03:01 PM |
Q4 2023 |
160 |
$166M |
+$22.1M |
-$21.8M |
+$366K |
PJUL, SPLG, AVGO, SPMD, NVDA
|
13F-HR |
1/10/2024, 05:14 PM |
Q3 2023 |
151 |
$151M |
+$30.1M |
-$10.9M |
+$19.2M |
PJUL, SPLG, AVGO, SPMD, SPDW
|
13F-HR |
10/10/2023, 05:22 PM |
Q2 2023 |
161 |
$157M |
+$48.8M |
-$28.2M |
+$20.6M |
PAPR, PMAY, AVGO, SPLG, SPMD
|
13F-HR |
7/18/2023, 06:56 PM |
Q1 2023 |
155 |
$153M |
+$35.6M |
-$6.97M |
+$28.7M |
PFEB, PDEC, AVGO, ABBV, IVV
|
13F-HR |
4/3/2023, 05:59 PM |
Q4 2022 |
165 |
$147M |
+$27.9M |
-$4.75M |
+$23.2M |
ABBV, AVGO, IVV, POCT, MINT
|
13F-HR |
1/13/2023, 03:26 PM |
Q3 2022 |
152 |
$129M |
+$17.4M |
-$7.72M |
+$9.68M |
ABBV, IVV, MINT, SPLG, AVGO
|
13F-HR |
10/12/2022, 05:44 PM |
Q2 2022 |
150 |
$138M |
+$22M |
-$8.64M |
+$13.4M |
ABBV, HRB, IVV, AVGO, SPLG
|
13F-HR |
7/11/2022, 02:01 PM |
Q1 2022 |
170 |
$156M |
+$22M |
-$6.13M |
+$15.8M |
ABBV, AGG, AVGO, IVV, SPLG
|
13F-HR |
5/17/2022, 08:07 PM |
Q4 2021 |
162 |
$152M |
+$11.1M |
-$7.01M |
+$4.06M |
ABBV, AGG, AVGO, IVV, SPLG
|
13F-HR |
7/11/2022, 02:18 PM |
Q3 2021 |
167 |
$139M |
+$19.8M |
-$13.8M |
+$6.01M |
ABBV, TSLA, AGG, SPLG, IVV
|
13F-HR |
7/11/2022, 02:34 PM |
Q2 2021 |
167 |
$135M |
+$32M |
-$12M |
+$20M |
ABBV, SPLG, TSLA, AVGO, IVV
|
13F-HR |
7/11/2022, 02:40 PM |
Q1 2021 |
134 |
$110M |
$0 |
$0 |
|
ABBV, SPLG, TSLA, AVGO, AGG
|
13F-HR |
7/11/2022, 02:46 PM |