| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q1 2025 | 147 | $134M | +$2.63M | -$1.48M | +$1.16M | ABT, AAPL, JPM, ABBV, BAC | 13F-HR | 4/14/2025, 03:35 PM |
| Q4 2024 | 147 | $133M | +$3.88M | -$4.14M | -$264K | AAPL, ABT, JPM, BAC, MRK | 13F-HR | 1/22/2025, 04:51 PM |
| Q3 2024 | 151 | $136M | +$6.63M | -$305K | +$6.33M | AAPL, ABT, MRK, ABBV, JPM | 13F-HR | 10/22/2024, 03:36 PM |
| Q2 2024 | 139 | $124M | +$4.5M | -$788K | +$3.71M | AAPL, ABT, MRK, BAC, JPM | 13F-HR | 7/17/2024, 12:40 PM |
| Q1 2024 | 134 | $122M | +$4.38M | -$1.05M | +$3.32M | ABT, AAPL, MRK, CVS, BAC | 13F-HR | 4/25/2024, 12:23 PM |
| Q4 2023 | 127 | $109M | ABT, AAPL, CVS, MRK, BAC | 13F-HR | 2/6/2024, 04:57 PM |