Q4 2024 |
91 |
$331M |
+$15.5M |
-$10.1M |
+$5.39M |
AAPL, VB, AMZN, BRKB, RSP
|
13F-HR |
2/14/2025, 12:26 PM |
Q3 2024 |
83 |
$325M |
+$24.2M |
-$19.4M |
+$4.73M |
AAPL, VB, BRKB, AMZN, RSP
|
13F-HR |
11/14/2024, 10:13 AM |
Q2 2024 |
83 |
$296M |
+$20.2M |
-$15.4M |
+$4.8M |
AAPL, VB, AMZN, BRKB, RSP
|
13F-HR |
8/12/2024, 04:35 PM |
Q1 2024 |
80 |
$290M |
+$38.9M |
-$22.4M |
+$16.5M |
VB, AMZN, BRKB, AAPL, RSP
|
13F-HR |
5/14/2024, 11:18 AM |
Q4 2023 |
79 |
$261M |
+$40.6M |
-$30.5M |
+$10.1M |
AAPL, VB, AMZN, RSP, BRKB
|
13F-HR |
2/12/2024, 09:50 AM |
Q3 2023 |
83 |
$222M |
+$12.7M |
-$7.84M |
+$4.89M |
AAPL, BRKB, RSP, AMZN, VO
|
13F-HR |
11/13/2023, 10:15 AM |
Q2 2023 |
77 |
$227M |
+$10.3M |
-$1.82M |
+$8.49M |
AAPL, RSP, BRKB, AMZN, VO
|
13F-HR |
8/4/2023, 04:21 PM |
Q1 2023 |
78 |
$231M |
+$37.2M |
-$4.26M |
+$32.9M |
AAPL, RSP, BRKB, AMZN, VO
|
13F-HR |
5/3/2023, 04:16 PM |
Q4 2022 |
71 |
$185M |
+$25.1M |
-$5.97M |
+$19.2M |
RSP, AAPL, BRKB, SPG, VO
|
13F-HR |
2/7/2023, 05:48 PM |
Q3 2022 |
71 |
$158M |
+$9.53M |
-$17.5K |
+$9.52M |
AAPL, BRKB, VO, RSP, AMZN
|
13F-HR |
2/7/2023, 05:44 PM |
Q2 2022 |
79 |
$179M |
+$34.3M |
-$4.15M |
+$30.2M |
AAPL, VZ, BRKB, VO, RSP
|
13F-HR |
2/7/2023, 04:12 PM |
Q1 2022 |
95 |
$217M |
+$42.1M |
-$11.4M |
+$30.7M |
AAPL, BRKB, VO, IWN, UPS
|
13F-HR |
2/7/2023, 03:53 PM |
Q4 2021 |
104 |
$225M |
|
|
|
AAPL, BRKB, IWF, VO, IWN
|
13F-HR |
2/7/2023, 03:36 PM |