Quarter | Holdings | Value ($000) | Top Holdings | Form Type | Date Filed | Filing ID |
---|---|---|---|---|---|---|
Q3 2024 | 314 | 1,113,142 | AAPL, MSFT, NVDA, AVGO | 13F-HR | 11/12/2024 | 000139834424020423 |
Q2 2024 | 304 | 1,037,722 | AAPL, MSFT, NVDA, AVGO | 13F-HR | 8/13/2024 | 000139834424014433 |
Q1 2024 | 298 | 946,657 | MSFT, AAPL, NVDA, AVGO | 13F-HR | 5/13/2024 | 000139834424009215 |
Q4 2023 | 295 | 853,297 | AAPL, MSFT, NVDA, AVGO | 13F-HR | 2/5/2024 | 000139834424002066 |
Q3 2023 | 272 | 735,830 | AAPL, MSFT, NVDA, JPM | 13F-HR | 11/8/2023 | 000139834423020274 |
Q2 2023 | 228 | 608,479 | AAPL, MSFT, AVGO, QQQ | 13F-HR | 8/10/2023 | 000139834423014473 |
Q1 2023 | 224 | 574,016 | AAPL, MSFT, NEE, MA | 13F-HR | 5/8/2023 | 000139834423009097 |
Q4 2022 | 223 | 569,507 | MSFT, AAPL, NEE, MA | 13F-HR | 2/13/2023 | 000139834423002965 |
Q3 2022 | 218 | 536,099 | AAPL, MSFT, NEE, DHR | 13F-HR | 11/2/2022 | 000139834422021234 |
Q2 2022 | 224 | 579,066 | MSFT, AAPL, NEE, JNJ | 13F-HR | 8/11/2022 | 000139834422015251 |
Q1 2022 | 239 | 686,157 | MSFT, AAPL, NEE, QQQ | 13F-HR | 5/11/2022 | 000139834422009304 |
Q4 2021 | 241 | 741,227 | MSFT, AAPL, NEE, SHW | 13F-HR | 2/11/2022 | 000139834422002702 |
Q3 2021 | 234 | 673,299 | MSFT, AAPL, NEE, JPM | 13F-HR | 11/8/2021 | 000139834421021078 |
Q2 2021 | 238 | 674,618 | MSFT, AAPL, NEE, MA | 13F-HR | 8/9/2021 | 000139834421015742 |
Q1 2021 | 220 | 630,369 | MSFT, AAPL, NEE, MA | 13F-HR | 5/7/2021 | 000139834421009991 |
Q4 2020 | 211 | 596,544 | AAPL, MSFT, NEE, AGG | 13F-HR | 2/8/2021 | 000139834421002582 |
Q3 2020 | 202 | 530,090 | AAPL, MSFT, NEE, MA | 13F-HR | 11/3/2020 | 000139834420021246 |
Q2 2020 | 189 | 486,959 | MSFT, AAPL, NEE, MA | 13F-HR | 8/4/2020 | 000139834420014951 |
Q1 2020 | 182 | 425,054 | FLRN, MSFT, NEE, AAPL | 13F-HR | 5/7/2020 | 000139834420009591 |
Q4 2019 | 196 | 533,222 | FLRN, MSFT, AAPL, NEE | 13F-HR | 2/4/2020 | 000139834420002096 |
Q3 2019 | 193 | 502,674 | FLRN, MSFT, NEE, MA | 13F-HR | 11/5/2019 | 000139834419019101 |
Q2 2019 | 191 | 489,219 | FLRN, MSFT, NEE, MA | 13F-HR | 8/2/2019 | 000139834419013360 |
Q1 2019 | 192 | 472,272 | FLRN, MSFT, NEE, JNJ | 13F-HR | 5/13/2019 | 000139834419008653 |
Q4 2018 | 186 | 416,432 | FLRN, MSFT, JNJ, NEE | 13F-HR | 2/12/2019 | 000139834419002474 |
Q3 2018 | 194 | 462,681 | FLRN, AAPL, MSFT, JNJ | 13F-HR | 11/1/2018 | 000139834418015721 |
Q2 2018 | 196 | 429,982 | FLRN, MSFT, AAPL, JNJ | 13F-HR | 8/7/2018 | 000139834418011310 |
Q1 2018 | 199 | 416,738 | FLRN, JNJ, ABBV, AAPL | 13F-HR | 5/7/2018 | 000139834418006967 |
Q4 2017 | 184 | 361,530 | FLRN, JNJ, ABBV, XOM | 13F-HR | 2/5/2018 | 000139834418001517 |
Q3 2017 | 181 | 333,975 | FLRN, JNJ, XOM, ABBV | 13F-HR | 11/2/2017 | 000139834417014055 |
Q2 2017 | 181 | 311,058 | JNJ, XOM, NEE, MMM | 13F-HR | 8/4/2017 | 000139834417009617 |
Q1 2017 | 179 | 298,660 | JNJ, XOM, PG, NEE | 13F-HR | 4/25/2017 | 000139834417005186 |
Q4 2016 | 180 | 289,317 | XOM, JNJ, PG, NEE | 13F-HR | 2/13/2017 | 000139834417001888 |
Q3 2016 | 179 | 284,324 | XOM, JNJ, PG, NEE | 13F-HR | 11/3/2016 | 000139834416020325 |
Q2 2016 | 181 | 280,211 | XOM, JNJ, PG, NEE | 13F-HR | 7/29/2016 | 000139834416015749 |
Q1 2016 | 175 | 267,254 | XOM, PG, JNJ, CVS | 13F-HR | 5/16/2016 | 000139834416013453 |
Q4 2015 | 187 | 318,995 | XOM, JNJ, PG, CB | 13F-HR | 2/3/2016 | 000139834416009505 |
Q3 2015 | 188 | 298,563 | XOM, JNJ, PG, CVS | 13F-HR | 10/23/2015 | 000139834415007016 |
Q2 2015 | 196 | 322,253 | XOM, PG, JNJ, CVS | 13F-HR | 7/24/2015 | 000139834415004697 |
Q1 2015 | 186 | 315,795 | XOM, PG, JNJ, CVS | 13F-HR | 5/4/2015 | 000139834415002996 |
Q4 2014 | 187 | 317,931 | PG, XOM, JNJ, CVX | 13F-HR | 2/11/2015 | 000139834415000833 |
Q3 2014 | 181 | 301,220 | XOM, PG, JNJ, CVX | 13F-HR | 10/27/2014 | 000139834414005453 |
Q2 2014 | 176 | 297,561 | XOM, PG, JNJ, CVX | 13F-HR | 8/5/2014 | 000139834414003874 |
Q1 2014 | 170 | 282,398 | XOM, PG, JNJ, IBM | 13F-HR | 5/2/2014 | 000139834414002517 |
Q4 2013 | 170 | 282,176 | XOM, PG, IBM, CVX | 13F-HR | 2/12/2014 | 000139834414000846 |