|
Q3 2024
|
89 |
322,108 |
AAPL, NVDA, MSFT, AVGO
|
13F-HR
|
11/1/2024 |
000131526924000004 |
|
Q2 2024
|
86 |
313,543 |
NVDA, AAPL, MSFT, GOOG
|
13F-HR
|
7/29/2024 |
000131526924000003 |
|
Q1 2024
|
87 |
293,888 |
MSFT, AAPL, NVDA, GOOG
|
13F-HR
|
5/1/2024 |
000131526924000002 |
|
Q4 2023
|
94 |
266,613 |
AAPL, MSFT, NVDA, GOOG
|
13F-HR
|
2/1/2024 |
000131526924000001 |
|
Q3 2023
|
100 |
241,635 |
AAPL, MSFT, NVDA, GOOG
|
13F-HR
|
10/24/2023 |
000131526923000005 |
|
Q2 2023
|
101 |
255,746 |
AAPL, MSFT, NVDA, GOOG
|
13F-HR
|
7/27/2023 |
000131526923000004 |
|
Q1 2023
|
97 |
234,940 |
AAPL, MSFT, GOOG, BMY
|
13F-HR
|
4/18/2023 |
000131526923000003 |
|
Q4 2022
|
96 |
222,468 |
AAPL, MSFT, BMY, GOOG
|
RESTATEMENT
|
1/31/2023 |
000131526923000002 |
|
Q3 2022
|
96 |
207,537 |
AAPL, MSFT, GOOG, AMZN
|
13F-HR
|
10/21/2022 |
000131526922000004 |
|
Q2 2022
|
96 |
219,395 |
AAPL, MSFT, GOOG, BMY
|
13F-HR
|
7/28/2022 |
000131526922000003 |
|
Q1 2022
|
97 |
259,493 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
5/3/2022 |
000131526922000002 |
|
Q4 2021
|
114 |
281,982 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
2/4/2022 |
000131526922000001 |
|
Q3 2021
|
97 |
246,777 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
11/5/2021 |
000131526921000004 |
|
Q2 2021
|
108 |
260,910 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
8/10/2021 |
000131526921000003 |
|
Q1 2021
|
113 |
244,439 |
AAPL, MSFT, AMZN, GOOG
|
13F-HR
|
5/4/2021 |
000131526921000002 |
|
Q4 2020
|
99 |
233,979 |
AAPL, AMZN, MSFT, GOOG
|
13F-HR
|
2/4/2021 |
000131526921000001 |
|
Q3 2020
|
83 |
223,329 |
AAPL, AMZN, MSFT, HD
|
13F-HR
|
10/27/2020 |
000131526920000004 |
|
Q2 2020
|
81 |
202,097 |
AAPL, MSFT, AMZN, RNG
|
13F-HR
|
8/4/2020 |
000131526920000003 |
|
Q1 2020
|
73 |
160,315 |
AMZN, MSFT, AAPL, RNG
|
13F-HR
|
4/28/2020 |
000131526920000002 |
|
Q4 2019
|
77 |
211,168 |
AMZN, AAPL, MSFT, Select Sector Energy SPDR Fund
|
13F-HR
|
2/7/2020 |
000131526920000001 |
|
Q3 2019
|
72 |
195,673 |
AMZN, AAPL, MSFT, ZTS
|
13F-HR
|
10/17/2019 |
000131526919000004 |
|
Q2 2019
|
73 |
198,973 |
AMZN, MSFT, AAPL, Select Sector Energy SPDR Fund
|
13F-HR
|
8/1/2019 |
000131526919000003 |
|
Q1 2019
|
72 |
191,181 |
AMZN, GOOG, AAPL, MSFT
|
13F-HR
|
5/3/2019 |
000131526919000002 |
|
Q4 2018
|
70 |
163,977 |
AMZN, GOOG, MSFT, AAPL
|
13F-HR
|
2/1/2019 |
000131526919000001 |
|
Q3 2018
|
68 |
203,258 |
AAPL, AMZN, Select Sector Energy SPDR Fund, MSFT
|
13F-HR
|
10/29/2018 |
000131526918000004 |
|
Q2 2018
|
67 |
186,318 |
AAPL, AMZN, Select Sector Energy SPDR Fund, MSFT
|
13F-HR
|
7/24/2018 |
000131526918000003 |
|
Q1 2018
|
65 |
177,629 |
AAPL, AMZN, Vanguard Financials ETF, Select Sector Energy SPDR Fund
|
13F-HR
|
5/8/2018 |
000131526918000002 |
|
Q4 2017
|
73 |
186,979 |
AAPL, GOOG, AMZN, SCHF
|
13F-HR
|
2/1/2018 |
000131526918000001 |
|
Q3 2017
|
71 |
173,138 |
AAPL, GOOG, AMZN, SCHF
|
13F-HR
|
11/6/2017 |
000131526917000005 |
|
Q2 2017
|
72 |
165,516 |
AAPL, GOOG, AMZN, SCHF
|
13F-HR
|
8/8/2017 |
000131526917000004 |
|
Q1 2017
|
70 |
163,992 |
AAPL, AMZN, GOOG, JPM
|
13F-HR
|
4/26/2017 |
000131526917000003 |
|
Q4 2016
|
68 |
155,465 |
AMZN, GOOG, JPM, BAC
|
13F-HR
|
2/1/2017 |
000131526917000001 |
|
Q3 2016
|
69 |
158,676 |
AMZN, GOOG, META, XOM
|
13F-HR
|
10/28/2016 |
000131526916000010 |
|
Q2 2016
|
62 |
149,203 |
XLF, AMZN, GOOG, RWR
|
13F-HR
|
7/29/2016 |
000131526916000009 |
|
Q1 2016
|
61 |
149,463 |
XLF, AAPL, HD, GOOG
|
13F-HR
|
5/2/2016 |
000131526916000008 |
|
Q4 2015
|
67 |
153,971 |
HD, AMZN, DIS, AAPL
|
13F-HR
|
1/26/2016 |
000131526916000006 |
|
Q3 2015
|
60 |
135,188 |
AAPL, DIS, HD, AMZN
|
13F-HR
|
10/19/2015 |
000131526915000005 |
|
Q2 2015
|
61 |
145,112 |
AAPL, KRE, HD, DIS
|
13F-HR
|
7/30/2015 |
000131526915000003 |
|
Q1 2015
|
65 |
148,123 |
AAPL, HD, DIS, KMI
|
13F-HR
|
4/27/2015 |
000131526915000002 |
|
Q4 2014
|
64 |
149,421 |
AAPL, DAL, HD, CELG
|
13F-HR
|
1/30/2015 |
000131526915000001 |
|
Q3 2014
|
67 |
143,376 |
HD, DIS, CELG, DAL
|
13F-HR
|
10/21/2014 |
000131526914000004 |
|
Q2 2014
|
67 |
150,553 |
AVGO, XOM, DAL, GILD
|
13F-HR
|
7/25/2014 |
000131526914000003 |
|
Q1 2014
|
65 |
142,497 |
SAVE, MCK, AAPL, XOM
|
13F-HR
|
4/24/2014 |
000131526914000002 |
|
Q4 2013
|
62 |
136,753 |
AAPL, XOM, MCK, SAVE
|
13F-HR
|
2/7/2014 |
000131526914000001 |