|
Q2 2025
|
173 |
287,381 |
AAPL, NVDA, MSFT, META
|
13F-HR
|
8/14/2025 |
000172243925000003 |
|
Q1 2025
|
178 |
263,154 |
AAPL, NVDA, MSFT, V
|
13F-HR
|
5/15/2025 |
000172243925000002 |
|
Q4 2024
|
178 |
271,703 |
AAPL, NVDA, MSFT, V
|
13F-HR
|
2/13/2025 |
000172243925000001 |
|
Q3 2024
|
173 |
267,924 |
AAPL, NVDA, MSFT, AMZN
|
13F-HR
|
11/13/2024 |
000172243924000013 |
|
Q2 2024
|
165 |
257,903 |
AAPL, NVDA, MSFT, AMZN
|
13F-HR
|
8/14/2024 |
000172243924000004 |
|
Q1 2024
|
167 |
244,048 |
AAPL, NVDA, MSFT, V
|
13F-HR
|
5/15/2024 |
000172243924000003 |
|
Q4 2023
|
158 |
233,282 |
AAPL, MSFT, NVDA, MS
|
13F-HR
|
2/14/2024 |
000172243924000001 |
|
Q3 2023
|
157 |
206,642 |
AAPL, MSFT, NVDA, MS
|
13F-HR
|
11/14/2023 |
000172243923000004 |
|
Q2 2023
|
156 |
218,231 |
AAPL, MSFT, NVDA, MS
|
13F-HR
|
8/14/2023 |
000172243923000003 |
|
Q1 2023
|
157 |
200,604 |
AAPL, MSFT, MS, V
|
13F-HR
|
5/15/2023 |
000172243923000002 |
|
Q4 2022
|
160 |
181,873 |
AAPL, MS, MSFT, V
|
13F-HR
|
2/10/2023 |
000172243923000001 |
|
Q3 2022
|
159 |
174,372 |
AAPL, MSFT, MS, V
|
13F-HR
|
11/14/2022 |
000172243922000005 |
|
Q2 2022
|
154 |
182,952 |
AAPL, MSFT, MS, V
|
13F-HR
|
8/15/2022 |
000172243922000004 |
|
Q1 2022
|
150 |
218,884 |
AAPL, MSFT, MS, NVDA
|
13F-HR
|
5/16/2022 |
000172243922000003 |
|
Q4 2021
|
153 |
239,454 |
AAPL, MSFT, MS, NVDA
|
13F-HR
|
2/14/2022 |
000172243922000002 |
|
Q3 2021
|
153 |
213,855 |
AAPL, MS, MSFT, V
|
13F-HR
|
11/10/2021 |
000172243921000004 |
|
Q2 2021
|
150 |
222,033 |
AAPL, MS, MSFT, V
|
13F-HR
|
8/16/2021 |
000172243921000003 |
|
Q1 2021
|
141 |
204,793 |
AAPL, MS, MSFT, AMWL
|
13F-HR
|
5/17/2021 |
000172243921000002 |
|
Q4 2020
|
137 |
198,240 |
AAPL, MS, MSFT, AMWL
|
13F-HR
|
2/16/2021 |
000172243921000001 |
|
Q3 2020
|
140 |
179,075 |
AAPL, AMWL, MSFT, E TRADE FINL CORP
|
13F-HR
|
11/16/2020 |
000172243920000004 |
|
Q2 2020
|
128 |
154,333 |
AAPL, MSFT, E TRADE FINL CORP, V
|
13F-HR
|
8/11/2020 |
000172243920000003 |
|
Q1 2020
|
133 |
124,616 |
AAPL, MSFT, V, E TRADE FINL CORP
|
13F-HR
|
5/15/2020 |
000172243920000002 |
|
Q4 2019
|
133 |
152,818 |
AAPL, LNC, E TRADE FINL CORP, MSFT
|
13F-HR
|
2/13/2020 |
000172243920000001 |
|
Q3 2019
|
134 |
138,411 |
AAPL, LNC, E TRADE FINL CORP, MSFT
|
13F-HR
|
11/14/2019 |
000172243919000005 |
|
Q2 2019
|
130 |
135,907 |
AAPL, LNC, E TRADE FINL CORP, MSFT
|
13F-HR
|
8/14/2019 |
000172243919000004 |
|
Q1 2019
|
134 |
136,253 |
AAPL, LNC, E TRADE FINL CORP, CMCSA
|
13F-HR
|
5/13/2019 |
000172243919000002 |
|
Q4 2018
|
131 |
121,113 |
AAPL, LNC, E TRADE FINL CORP, CMCSA
|
13F-HR
|
2/11/2019 |
000172243919000001 |
|
Q3 2018
|
129 |
145,688 |
AAPL, LNC, E TRADE FINL CORP, V
|
13F-HR
|
11/13/2018 |
000172243918000008 |
|
Q2 2018
|
127 |
133,508 |
AAPL, LNC, E TRADE FINL CORP, V
|
13F-HR
|
7/3/2018 |
000172243918000007 |
|
Q1 2018
|
127 |
131,906 |
AAPL, LNC, E TRADE FINL CORP, V
|
13F-HR
|
5/14/2018 |
000172243918000006 |
|
Q4 2017
|
12 |
5,237 |
PML, PMF, NVG, PMX
|
NEW HOLDINGS
|
3/23/2018 |
000172243918000004 |
|
Q4 2017
|
111 |
134,800 |
AAPL, LNC, E TRADE FINL CORP, CMCSA
|
13F-HR
|
2/12/2018 |
000172243918000002 |
|
Q3 2017
|
14 |
6,100 |
PMF, PML, NVG, BLE
|
NEW HOLDINGS
|
3/23/2018 |
000172243918000003 |
|
Q3 2017
|
108 |
127,179 |
AAPL, LNC, E TRADE FINL CORP, CMCSA
|
13F-HR
|
11/13/2017 |
000172243917000002 |