|
Q2 2025
|
2,511 |
22,714,758 |
SPY, QQQ, APP, NVIDIA CORPORATION
|
13F-HR
|
8/14/2025 |
000147559725000025 |
|
Q1 2025
|
2,457 |
15,800,109 |
SPY, IWM, QQQ, AVGO
|
13F-HR
|
5/15/2025 |
000147559725000019 |
|
Q4 2024
|
2,367 |
19,367,472 |
SPY, QQQ, IWM, AVGO
|
13F-HR
|
2/14/2025 |
000147559725000010 |
|
Q3 2024
|
2,347 |
20,130,203 |
SPY, QQQ, IWM, SPDR S&P 500 ETF TR
|
13F-HR
|
11/12/2024 |
000147559724000018 |
|
Q2 2024
|
2,156 |
17,827,579 |
SPY, QQQ, IWM, AAPL
|
13F-HR
|
8/12/2024 |
000147559724000011 |
|
Q1 2024
|
2,224 |
16,265,571 |
SPY, QQQ, IWM, MRK
|
13F-HR
|
5/13/2024 |
000147559724000008 |
|
Q4 2023
|
2,276 |
13,698,783 |
SPY, QQQ, IWM, LIN
|
13F-HR
|
2/9/2024 |
000147559724000002 |
|
Q3 2023
|
2,348 |
10,035,352 |
SPY, QQQ, IWM, ATVI
|
13F-HR
|
11/13/2023 |
000147559723000015 |
|
Q2 2023
|
2,395 |
10,694,147 |
SPY, QQQ, IWM, CDNS
|
13F-HR
|
8/11/2023 |
000147559723000012 |
|
Q1 2023
|
2,433 |
8,195,235 |
SPY, QQQ, IWM, VMW
|
13F-HR
|
5/12/2023 |
000147559723000010 |
|
Q4 2022
|
2,445 |
7,072,586 |
SPY, AAPL, VMW, MCK
|
13F-HR
|
2/10/2023 |
000147559723000003 |
|
Q3 2022
|
2,718 |
9,253,653 |
SPY, IWM, TEAM.MX, DUKE REALTY CORP
|
13F-HR
|
11/14/2022 |
000147559722000015 |
|
Q2 2022
|
2,845 |
9,122,170 |
SPY, IWM, QQQ, MPC
|
13F-HR
|
8/12/2022 |
000147559722000012 |
|
Q1 2022
|
3,004 |
14,015,549 |
SPY, QQQ, IWM, SPDR S&P 500 ETF TR
|
13F-HR
|
5/16/2022 |
000147559722000010 |
|
Q4 2021
|
3,076 |
17,368,442 |
SPY, QQQ, IWM, TSLA
|
13F-HR
|
2/14/2022 |
000147559722000002 |
|
Q3 2021
|
3,211 |
16,402,282 |
SPY, QQQ, SE, IWM
|
13F-HR
|
11/15/2021 |
000147559721000018 |
|
Q2 2021
|
2,757 |
10,903,958 |
SPY, QQQ, LIN, VTI
|
13F-HR
|
8/16/2021 |
000147559721000014 |
|
Q1 2021
|
2,622 |
9,883,658 |
SPY, IWM, SPDR S&P 500 ETF TR, XOM
|
13F-HR
|
5/17/2021 |
000147559721000010 |
|
Q4 2020
|
1,770 |
4,963,342 |
SPY, TESLA INC, MSFT, AAPL
|
13F-HR
|
2/16/2021 |
000147559721000002 |
|
Q3 2020
|
1,829 |
3,442,339 |
SPY, AAPL, AMAZON COM INC, TSLA
|
13F-HR
|
11/13/2020 |
000147559720000020 |
|
Q2 2020
|
1,503 |
3,328,528 |
SPY, HD, NEM, PG
|
13F-HR
|
8/14/2020 |
000147559720000015 |
|
Q1 2020
|
716 |
1,551,377 |
AMAZON COM INC, SPY, GDX, V
|
13F-HR
|
5/15/2020 |
000147559720000009 |
|
Q4 2019
|
1,101 |
2,325,285 |
SPY, SPDR S&P 500 ETF TR, AAPL, WFC
|
13F-HR
|
2/14/2020 |
000147559720000003 |
|
Q3 2019
|
1,371 |
2,118,551 |
SPY, GDX, AMAZON COM INC, SPDR S&P 500 ETF TR
|
13F-HR
|
11/14/2019 |
000147559719000015 |
|
Q2 2019
|
727 |
1,583,124 |
NXPI, GDX, SPY, SPDR S&P 500 ETF TR
|
13F-HR
|
8/14/2019 |
000147559719000013 |
|
Q1 2019
|
481 |
644,973 |
SPY, GDX, GDXJ, FXI
|
13F-HR
|
5/14/2019 |
000147559719000011 |
|
Q4 2018
|
572 |
699,696 |
GDX, GDXJ, EWZ, FXI
|
13F-HR
|
2/15/2019 |
000147559719000005 |
|
Q3 2018
|
393 |
641,590 |
SPY, GDX, AMAZON COM INC, AMZN
|
13F-HR
|
11/15/2018 |
000147559718000022 |
|
Q2 2018
|
18 |
36,000 |
AMAZON COM INC, APPLE INC, NETFLIX INC, SQUARE INC
|
NEW HOLDINGS
|
9/5/2018 |
000147559718000017 |
|
Q2 2018
|
245 |
238,861 |
SPY, AMZN, AAPL, META
|
13F-HR
|
8/15/2018 |
000147559718000015 |
|
Q1 2018
|
199 |
208,986 |
SPY, AMZN, XLI, CREDIT SUISSE NASSAU BRH
|
13F-HR
|
5/14/2018 |
000147559718000009 |
|
Q4 2017
|
113 |
98,139 |
SPY, MO, GOOG, IEMG
|
13F-HR
|
2/12/2018 |
000147559718000003 |
|
Q3 2017
|
98 |
80,696 |
SPY, IEMG, COL, BRK-B
|
13F-HR
|
11/14/2017 |
000147559717000018 |
|
Q2 2017
|
81 |
63,167 |
SPY, IEMG, GOOG, USMV
|
13F-HR
|
8/9/2017 |
000147559717000014 |
|
Q1 2017
|
119 |
107,140 |
SPY, VNQ, XBI, IBB
|
13F-HR
|
5/11/2017 |
000147559717000011 |
|
Q4 2016
|
72 |
78,399 |
SPY, XBI, USMV, XOP
|
13F-HR
|
2/13/2017 |
000147559717000003 |
|
Q3 2016
|
114 |
113,544 |
SPY, IBB, VNQ, XLRE
|
13F-HR
|
11/9/2016 |
000147559716000022 |
|
Q2 2016
|
112 |
164,672 |
SPY, IBB, VNQ, XBI
|
13F-HR
|
8/10/2016 |
000147559716000021 |
|
Q1 2016
|
66 |
95,796 |
SPY, XLK, XBI, XLE
|
13F-HR
|
5/13/2016 |
000147559716000019 |
|
Q4 2015
|
64 |
82,504 |
SPY, XBI, XLI, HDV
|
13F-HR
|
2/8/2016 |
000147559716000016 |
|
Q3 2015
|
86 |
117,139 |
SPY, XLE, RSP.MX, XLB
|
13F-HR
|
11/12/2015 |
000147559715000011 |
|
Q2 2015
|
156 |
212,407 |
SMH, SPY, IBB, IGV
|
13F-HR
|
8/13/2015 |
000147559715000007 |
|
Q1 2015
|
66 |
78,116 |
SPY, SMH, PHO, SPLV
|
13F-HR
|
5/13/2015 |
000147559715000004 |
|
Q4 2014
|
64 |
71,080 |
SPY, FCG, QCLN, VIG
|
13F-HR
|
2/10/2015 |
000147559715000003 |