Q2 2025 |
303 |
$498M |
+$39.2M |
-$23.8M |
+$15.3M |
SPY, PEP, AAPL, XOM, MSFT
|
13F-HR |
7/23/2025, 08:53 AM |
Q1 2025 |
297 |
$462M |
+$42.2M |
-$45.1M |
-$2.86M |
SPY, PEP, AAPL, XOM, VIG
|
13F-HR |
4/23/2025, 03:32 PM |
Q4 2024 |
301 |
$473M |
+$56.4M |
-$24.4M |
+$32M |
AAPL, PEP, SPY, XOM, MSFT
|
13F-HR |
1/27/2025, 11:34 AM |
Q3 2024 |
288 |
$442M |
+$14.6M |
-$8.52M |
+$6.03M |
PEP, AAPL, SPY, XOM, MSFT
|
13F-HR |
10/25/2024, 01:44 PM |
Q2 2024 |
276 |
$411M |
+$21.2M |
-$19M |
+$2.17M |
PEP, AAPL, SPY, XOM, MSFT
|
13F-HR |
7/18/2024, 12:12 PM |
Q1 2024 |
281 |
$409M |
+$17.7M |
-$48.8M |
-$31.1M |
PEP, AAPL, XOM, SPY, MSFT
|
13F-HR |
4/23/2024, 09:48 AM |
Q4 2023 |
286 |
$415M |
|
|
|
PEP, AAPL, MSFT, XOM, SPY
|
13F-HR |
1/30/2024, 10:56 AM |