Q4 2024 |
246 |
$322M |
+$34M |
-$23.5M |
+$10.5M |
QQQ, AAPL, NVDA, AMZN, META
|
13F-HR |
2/13/2025, 04:55 PM |
Q3 2024 |
231 |
$311M |
+$20.1M |
-$13M |
+$7.18M |
QQQ, AAPL, NVDA, AMZN, JCPB
|
Restatement |
12/10/2024, 09:31 AM |
Q2 2024 |
229 |
$290M |
+$40M |
-$21.4M |
+$18.6M |
QQQ, AAPL, NVDA, AMZN, JCPB
|
13F-HR |
8/13/2024, 10:33 AM |
Q1 2024 |
218 |
$273M |
+$30.5M |
-$18.6M |
+$11.9M |
QQQ, AAPL, AMZN, JCPB, SCHD
|
13F-HR |
5/14/2024, 04:08 PM |
Q4 2023 |
210 |
$244M |
+$22.8M |
-$13.3M |
+$9.53M |
AAPL, JCPB, RSP, PID, SCHD
|
13F-HR |
2/13/2024, 06:22 PM |
Q3 2023 |
253 |
$217M |
+$17.9M |
-$46.6M |
-$28.7M |
AAPL, JCPB, RSP, QQQ, PID
|
13F-HR |
11/13/2023, 04:14 PM |
Q2 2023 |
276 |
$254M |
+$68.7M |
-$56.2M |
+$12.5M |
QQQ, AAPL, RSP, JCPB, PID
|
13F-HR |
8/14/2023, 11:57 AM |
Q1 2023 |
224 |
$232M |
+$68.4M |
-$9.77M |
+$58.6M |
GS, AAPL, PID, SCHD, SDY
|
13F-HR |
5/11/2023, 02:17 PM |
Q4 2022 |
198 |
$169M |
|
|
|
SDY, SCHD, AAPL, RSP, PID
|
13F-HR |
2/13/2023, 03:23 PM |