Alpine Woods Capital Investors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Alpine Woods Capital Investors, LLC reported 172 stock positions worth $527.2 million. Its top holding was Broadcom (AVGO) at 4.4% of the portfolio, followed by Apple (AAPL, 3.7%) and JPMorgan Chase (JPM, 3.4%). Compared with Q3 2024, it opened 15 new positions, sold out of 12, added to 40 and reduced 63. The biggest buy was a new position in General Mills (GIS) and the biggest sale Wells Fargo (WFC, shares −36%).

Most Recent 13F
Q2 2026
Location
PURCHASE, NY
CIK
0001226886
Portfolio Value
$527.2M (Q4 2024)
SEC Filing
0001226886-25-000002 ↗ filed Feb 10, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $503.4M Q1 2024 Q2 2024: $648.3M Q2 2024 Q3 2024: $569.6M Q3 2024 Q4 2024: $527.2M $527.2M Q4 2024 Q1 2025: $398.2M Q1 2025 Q2 2025: $420.7M Q2 2025 Q3 2025: $429.9M Q3 2025 Q4 2025: $419.4M Q4 2025 Q1 2026: $416.7M Q1 2026 Q2 2026: $443.5M Q2 2026

Holdings 172 stocks · $527.2M
AVGO Broadcom Inc. 4.37% 99,360 $23.0M Reduce -4.6%
AAPL Apple Inc. 3.67% 77,191 $19.3M Reduce -3.8%
JPM JPMorgan Chase & Co. 3.36% 73,997 $17.7M Add +3.5%
WFC Wells Fargo & Co. 2.91% 218,191 $15.3M Reduce -36.4%
MSFT Microsoft Corp. 2.86% 35,727 $15.1M Reduce -2.8%
GOOG Alphabet Inc. Class C 2.86% 79,071 $15.1M Add +5.2%
NVDA Nvidia Corp. 2.37% 93,155 $12.5M Reduce -0.1%
AMZN Amazon.com Inc. 2.24% 53,822 $11.8M Reduce -5.3%
INGR Ingredion Inc. 1.83% 70,095 $9.6M Add +5.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.82% 217,921 $9.6M Reduce -0.2%
MSI Motorola Solutions Inc. 1.60% 18,255 $8.4M Reduce -2.4%
CARR Carrier Global Corp. 1.54% 118,674 $8.1M Reduce -15.3%
LHX L3HARRIS Technologies Inc. 1.51% 37,955 $8.0M Reduce -18.4%
ABBV Abbvie Inc. 1.47% 43,493 $7.7M Add +30.1%
AMGN Amgen Inc. 1.46% 29,471 $7.7M Reduce -10.8%
HD Home Depot Inc. 1.45% 19,596 $7.6M Reduce -0.4%
HPQ HP Inc. 1.43% 231,474 $7.6M Add +2.8%
EQIX Equinix Inc. 1.42% 7,958 $7.5M Add +0.2%
TMO Thermo Fisher Scientific Inc. 1.35% 13,680 $7.1M Add +20.2%
PANW Palo Alto Networks Inc. 1.28% 37,208 $6.8M Add +27.4%
KVUE Kenvue Inc. 1.25% 308,165 $6.6M Add +14.6%
TXN Texas Instruments Inc. 1.24% 34,915 $6.5M Add +0.4%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 1.20% 82,374 $6.3M Reduce -2.1%
TT Trane Technologies PLC 1.18% 16,818 $6.2M Add +9.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 1.15% 50,307 $6.1M Reduce -7.5%
CMI Cummins Inc. 1.13% 17,091 $6.0M Reduce -0.2%
ICE Intercontinental Exchange Inc. 1.12% 39,630 $5.9M Reduce -12.9%
BKNG Booking Holdings Inc. 1.11% 1,181 $5.9M Reduce -8.1%
ISRG Intuitive Surgical Inc. 1.10% 11,081 $5.8M Reduce -0.5%
MDLZ Mondelez International Inc. Class A 1.09% 95,960 $5.7M Add +5.2%
TTEK Tetra Tech Inc. 1.07% 141,002 $5.6M Reduce -0.2%
AEM Agnico Eagle Mines Ltd. 0.99% 66,715 $5.2M Add +2.6%
META Meta Platforms Inc. Class A 0.97% 8,716 $5.1M Reduce -10.3%
TECK Teck Resources Ltd.-CLS B 0.95% 124,153 $5.0M Reduce -12.4%
SNA Snap-on Inc. 0.93% 14,470 $4.9M Reduce -7.4%
DOX Amdocs Ltd. 0.92% 56,866 $4.8M Reduce -29.2%
DGX Quest Diagnostics Inc. 0.87% 30,373 $4.6M Reduce -1.0%
OKE Oneok Inc. 0.86% 45,260 $4.5M Add +15.2%
NFLX Netflix Inc. 0.85% 5,001 $4.5M Reduce -23.2%
JNJ Johnson & Johnson 0.84% 30,772 $4.5M Reduce -0.1%
MRK Merck & Co. Inc. 0.84% 44,380 $4.4M Add +2.6%
IMAX Imax Corp. 0.81% 167,100 $4.3M Reduce -1.2%
SO The Southern Co. 0.77% 49,187 $4.0M Add +19.2%
ZTS Zoetis Inc. 0.77% 24,802 $4.0M Reduce -1.5%
PEP Pepsico Inc. 0.73% 25,367 $3.9M Reduce -46.5%
GOOGL Alphabet Inc. Class A 0.68% 19,060 $3.6M No change
CPAY Corpay Inc. 0.68% 10,548 $3.6M No change
FISV Fiserv Inc. 0.64% 16,375 $3.4M No change
WMB Williams Cos Inc. 0.63% 61,444 $3.3M Add +9.6%
GRMN Garmin Ltd. 0.62% 15,779 $3.3M Reduce -9.8%
NOC Northrop Grumman Corp. 0.60% 6,786 $3.2M Add +12.5%
GTLS Chart Industries Inc. 0.59% 16,405 $3.1M No change
GIS General Mills Inc. 0.59% 48,880 $3.1M New
HEI Heico Corp. 0.58% 12,851 $3.1M No change
COP Conocophillips 0.57% 30,060 $3.0M Add +515.1%
LNG Cheniere Energy Inc. 0.54% 13,153 $2.8M No change
EMR Emerson Electric Co. 0.53% 22,594 $2.8M Reduce -0.0%
UNP Union Pacific Corp. 0.53% 12,200 $2.8M No change
AMD Advanced Micro Devices 0.53% 22,953 $2.8M Reduce -5.5%
RS Reliance Inc. 0.52% 10,253 $2.8M Add +4.1%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.52% 2,600 $2.7M No change
URI United Rentals Inc. 0.51% 3,795 $2.7M No change
LOW Lowe's Cos Inc. 0.49% 10,532 $2.6M Reduce -0.1%
PYPL PayPal Holdings Inc. 0.49% 30,000 $2.6M No change
TSCO Tractor Supply Company 0.49% 48,200 $2.6M Add +2.8%
SWKS Skyworks Solutions Inc. 0.48% 28,799 $2.6M Add +9.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.47% 22,375 $2.5M No change
LH Labcorp Holdings Inc. 0.47% 10,841 $2.5M Add +0.0%
DPZ Domino's Pizza Inc. 0.47% 5,847 $2.5M Reduce -0.5%
LRCX Lam Research Corp. 0.46% 33,339 $2.4M Reduce -88.3%
HUBB Hubbell Inc. 0.44% 5,548 $2.3M Reduce -0.0%
VMC Vulcan Materials Co. 0.44% 9,000 $2.3M No change
FLS Flowserve Corp. 0.43% 39,860 $2.3M Reduce -0.0%
GS Goldman Sachs Group Inc. 0.43% 4,000 $2.3M New
WTRG Essential Utilities Inc. 0.43% 62,108 $2.3M Reduce -30.4%
ELV Elevance Health Inc. 0.41% 5,832 $2.2M Add +14.8%
SITM Sitime Corp. 0.41% 10,000 $2.1M Add +42.9%
CME Cme Group Inc. 0.41% 9,194 $2.1M Reduce -0.8%
CVX Chevron Corp. 0.40% 14,736 $2.1M Add +1.7%
RJF Raymond James Financial Inc. 0.38% 12,900 $2.0M No change
ANET Arista Networks Inc. 0.37% 17,743 $2.0M No change
DHI D.R. Horton Inc. 0.36% 13,671 $1.9M Reduce -0.0%
C Citigroup Inc. 0.35% 26,172 $1.8M Reduce -0.1%
ARIS WATER SOLUTIONS INC-A 0.35% 76,362 $1.8M Reduce -20.8%
ORCL Oracle Corp. 0.34% 10,877 $1.8M Reduce -0.3%
AMAT Applied Materials Inc. 0.34% 11,103 $1.8M No change
NOW ServiceNow Inc. 0.34% 1,698 $1.8M Add +0.2%
UBER Uber Technologies Inc. 0.34% 29,624 $1.8M Reduce -60.4%
REGN Regeneron Pharmaceuticals 0.33% 2,470 $1.8M Reduce -1.9%
SEI Solaris Energy Infrastructur 0.33% 60,000 $1.7M New
MPC Marathon Petroleum Corp. 0.33% 12,365 $1.7M Add +27.5%
SPG Simon Property Group Inc. 0.33% 9,981 $1.7M Add +6.3%
ET Energy Transfer LP 0.32% 86,000 $1.7M No change
BKR Baker Hughes Co. 0.31% 40,467 $1.7M Add +0.7%
AGI Alamos Gold Inc. Class A 0.30% 87,000 $1.6M Add +52.6%
WTTR Select Water Solutions Inc. 0.30% 120,000 $1.6M Add +20.0%
EW Edwards Lifesciences Corp. 0.30% 21,428 $1.6M No change
POR Portland General Electric Co. 0.30% 36,186 $1.6M Reduce -35.4%
ETHA iShares Ethereum Trust ETF 0.29% 60,000 $1.5M New
CART Maplebear Inc. 0.28% 36,035 $1.5M Reduce -38.2%
WM Waste Management Inc. 0.28% 7,185 $1.4M Reduce -0.2%
CCJ Cameco Corp. 0.27% 28,000 $1.4M New
COST Costco Wholesale Corp. 0.27% 1,556 $1.4M Reduce -0.1%
SPGI S&P Global Inc. 0.27% 2,847 $1.4M No change
CMCSA Comcast Corp. Class A 0.27% 37,449 $1.4M Add +71.5%
CSCO Cisco Systems Inc. 0.27% 23,720 $1.4M Reduce -0.0%
AGX Argan Inc. 0.26% 10,000 $1.4M Add +150.0%
QCOM Qualcomm Inc. 0.25% 8,625 $1.3M No change
HESM Hess Midstream LP Class A 0.22% 30,779 $1.1M No change
TMUS T-Mobile US Inc. 0.19% 4,637 $1.0M No change
VRTX Vertex Pharmaceuticals Inc. 0.18% 2,330 $938K Reduce -46.2%
NEE Nextera Energy Inc. 0.17% 12,588 $902K Reduce -0.4%
XLK SS Technology Select Sector 0.15% 3,500 $814K No change
CRWD CrowdStrike Holdings Inc. Class A 0.15% 2,340 $801K Reduce -0.5%
IGV iShares Expanded Tech-Softwa 0.14% 7,500 $751K No change
CTAS Cintas Corp. 0.14% 4,082 $746K Reduce -0.5%
DLR Digital Realty Trust Inc. 0.14% 4,099 $727K No change
HLI Houlihan Lokey Inc. 0.14% 4,100 $712K No change
J Jacobs Solutions Inc. 0.13% 5,215 $697K Add +0.1%
BRK.A Berkshire Hathaway Inc. Class A 0.13% 1 $681K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.12% 1,600 $657K No change
TSM Taiwan Semiconductor-SP ADR 0.12% 3,175 $627K No change
VGT Vanguard Info Tech ETF 0.12% 1,000 $622K No change
LW Lamb Weston Holdings Inc. 0.12% 9,200 $615K New
PII Polaris Inc. 0.11% 10,500 $605K New
LLY Eli Lilly & Co. 0.11% 783 $604K Add +1.3%
LMB Limbach Holdings Inc. 0.11% 7,007 $599K New
RHI Robert Half Inc. 0.11% 8,500 $599K New
NKE Nike Inc. Class B 0.11% 7,900 $598K New
LIN Linde PLC 0.11% 1,425 $597K New
STLD Steel Dynamics Inc. 0.11% 5,200 $593K New
ODFL Old Dominion Freight Line 0.11% 3,300 $582K New
HUM Humana Inc. 0.11% 2,200 $558K New
CSL Carlisle Cos Inc. 0.10% 1,500 $553K No change
WLKP Westlake Chemical Partners L 0.09% 21,390 $495K No change
NTR Nutrien Ltd. 0.09% 10,880 $487K Add +15.7%
DGRW Wisdomtree U.S. Quality Divi 0.09% 6,000 $486K No change
XLC SS Comm Select Sector SPDR 0.09% 5,000 $484K No change
BEPC Brookfield Renewable Corp. 0.09% 16,475 $456K Reduce -80.1%
ABT Abbott Laboratories 0.09% 4,011 $454K No change
FDX FedEx Corp. 0.08% 1,583 $445K No change
IAI iShares U.S. Broker-Dealers 0.08% 3,000 $432K No change
VVV Valvoline Inc. 0.08% 11,835 $428K Add +0.1%
XLY SS Consumer Disc Select Sect 0.08% 1,900 $426K No change
SKYY First Trust Cloud Computing 0.08% 3,500 $417K No change
FMC FMC Corp. 0.08% 8,571 $417K Reduce -48.1%
VYM Vanguard High DVD Yield ETF 0.08% 3,200 $408K No change
KMI Kinder Morgan Inc. 0.08% 14,700 $403K No change
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.08% 1,415 $402K No change
PH Parker Hannifin Corp. 0.08% 626 $398K No change
UNH Unitedhealth Group Inc. 0.07% 694 $351K Reduce -2.3%
AESI Atlas Energy Solutions Inc. 0.07% 15,613 $346K Reduce -81.8%
PSCH Invesco S&P Smallcap Health 0.06% 7,500 $332K No change
URNM Sprott Uranium Miners ETF 0.06% 8,079 $326K Reduce -78.6%
TFX Teleflex Inc. 0.06% 1,783 $317K No change
CMS CMS Energy Corp. 0.06% 4,750 $317K No change
FTK Flotek Industries Inc. 0.06% 32,519 $310K New
XOM Exxon Mobil Corp. 0.06% 2,802 $301K Reduce -72.8%
AVY Avery Dennison Corp. 0.06% 1,600 $299K No change
CAT Caterpillar Inc. 0.06% 821 $298K No change
XLV SS Health Care Select Sector 0.06% 2,120 $292K No change
HII Huntington Ingalls Industrie 0.05% 1,470 $278K Add +0.1%
CRSP Crispr Therapeutics AG 0.05% 6,985 $275K Add +21.9%
MTB M & T Bank Corp. filed as M & T BK CORP 0.05% 1,415 $266K Reduce -1.1%
FAF First American Financial 0.04% 3,750 $234K No change
DHR Danaher Corp. 0.04% 1,008 $231K Reduce -0.1%
CIBR First Trust Nasdaq Cybersecu 0.04% 3,600 $228K No change
ED Consolidated Edison Inc. 0.04% 2,555 $228K No change
TOL Toll Brothers Inc. 0.04% 1,700 $214K No change
AMP Ameriprise Financial Inc. 0.04% 400 $213K No change
TDW Tidewater Inc. 0.04% 3,819 $209K Reduce -85.8%
DOV Dover Corp. 0.04% 1,100 $206K No change

Options reported separately and not counted above: SPY puts ($1.3M).

Portfolio Sells Q3 2024 → Q4 2024
WFC Wells Fargo & Co. Reduce -36.4% 2.91% −1.46
LHX L3HARRIS Technologies Inc. Reduce -18.4% 1.51% −0.64
PEP Pepsico Inc. Reduce -46.5% 0.73% −0.64
UBER Uber Technologies Inc. Reduce -60.4% 0.34% −0.60
MRO Marathon Oil Corp. Sold out 0.00% −0.52
AMGN Amgen Inc. Reduce -10.8% 1.46% −0.41
DOX Amdocs Ltd. Reduce -29.2% 0.92% −0.39
KHC The Kraft Heinz Co. Sold out 0.00% −0.36
BEPC Brookfield Renewable Corp. Reduce -80.1% 0.09% −0.36
CARR Carrier Global Corp. Reduce -15.3% 1.54% −0.34
AESI Atlas Energy Solutions Inc. Reduce -81.8% 0.07% −0.27
URNM Sprott Uranium Miners ETF Reduce -78.6% 0.06% −0.24
RSG Republic Services Inc. Sold out 0.00% −0.24
TECK Teck Resources Ltd.-CLS B Reduce -12.4% 0.95% −0.23
TDW Tidewater Inc. Reduce -85.8% 0.04% −0.22
CCL Carnival Corp. Sold out 0.00% −0.21
CART Maplebear Inc. Reduce -38.2% 0.28% −0.21
VRTX Vertex Pharmaceuticals Inc. Reduce -46.2% 0.18% −0.20
HSY The Hershey Co. Sold out 0.00% −0.20
WTRG Essential Utilities Inc. Reduce -30.4% 0.43% −0.19
NU Nu Holdings Ltd./Cayman Isl-A Sold out 0.00% −0.18
POR Portland General Electric Co. Reduce -35.4% 0.30% −0.17
XOM Exxon Mobil Corp. Reduce -72.8% 0.06% −0.16
ICE Intercontinental Exchange Inc. Reduce -12.9% 1.12% −0.13
TTEK Tetra Tech Inc. Reduce -0.2% 1.07% −0.13
AES AES Corp. Sold out 0.00% −0.12
AMD Advanced Micro Devices Reduce -5.5% 0.53% −0.10
FMC FMC Corp. Reduce -48.1% 0.08% −0.09
ARIS WATER SOLUTIONS INC-A Reduce -20.8% 0.35% −0.08
DVN Devon Energy Corp. Sold out 0.00% −0.08
NFLX Netflix Inc. Reduce -23.2% 0.85% −0.07
SOUN Soundhound AI Inc. Class A Sold out 0.00% −0.07
AKAM Akamai Technologies Inc. Sold out 0.00% −0.07
SNA Snap-on Inc. Reduce -7.4% 0.93% −0.06
WFRD Weatherford International PL Sold out 0.00% −0.06
DHI D.R. Horton Inc. Reduce -0.0% 0.36% −0.04
MOO Vaneck Agribusiness ETF Sold out 0.00% −0.04
GRMN Garmin Ltd. Reduce -9.8% 0.62% −0.04
MSI Motorola Solutions Inc. Reduce -2.4% 1.60% −0.03
REGN Regeneron Pharmaceuticals Reduce -1.9% 0.33% −0.03
BKNG Booking Holdings Inc. Reduce -8.1% 1.11% −0.03
META Meta Platforms Inc. Class A Reduce -10.3% 0.97% −0.03
CTAS Cintas Corp. Reduce -0.5% 0.14% −0.02
ORCL Oracle Corp. Reduce -0.3% 0.34% −0.02
LOW Lowe's Cos Inc. Reduce -0.1% 0.49% −0.01
HUBB Hubbell Inc. Reduce -0.0% 0.44% −0.01
ZTS Zoetis Inc. Reduce -1.5% 0.77% −0.01
UNH Unitedhealth Group Inc. Reduce -2.3% 0.07% −0.01
WM Waste Management Inc. Reduce -0.2% 0.28% −0.01
NVDA Nvidia Corp. Reduce -0.1% 2.37% −0.00

Portfolio Buys Q3 2024 → Q4 2024
GIS General Mills Inc. New 0.59% +0.59
COP Conocophillips Add +515.1% 0.57% +0.47
GOOG Alphabet Inc. Class C Add +5.2% 2.86% +0.46
ABBV Abbvie Inc. Add +30.1% 1.47% +0.44
GS Goldman Sachs Group Inc. New 0.43% +0.43
JPM JPMorgan Chase & Co. Add +3.5% 3.36% +0.36
SEI Solaris Energy Infrastructur New 0.33% +0.33
ETHA iShares Ethereum Trust ETF New 0.29% +0.29
CCJ Cameco Corp. New 0.27% +0.27
PANW Palo Alto Networks Inc. Add +27.4% 1.28% +0.26
TMO Thermo Fisher Scientific Inc. Add +20.2% 1.35% +0.26
EQIX Equinix Inc. Add +0.2% 1.42% +0.15
AGX Argan Inc. Add +150.0% 0.26% +0.15
SITM Sitime Corp. Add +42.9% 0.41% +0.14
SO The Southern Co. Add +19.2% 0.77% +0.13
KVUE Kenvue Inc. Add +14.6% 1.25% +0.13
AGI Alamos Gold Inc. Class A Add +52.6% 0.30% +0.12
LW Lamb Weston Holdings Inc. New 0.12% +0.12
PII Polaris Inc. New 0.11% +0.11
LMB Limbach Holdings Inc. New 0.11% +0.11
RHI Robert Half Inc. New 0.11% +0.11
NKE Nike Inc. Class B New 0.11% +0.11
LIN Linde PLC New 0.11% +0.11
STLD Steel Dynamics Inc. New 0.11% +0.11
ODFL Old Dominion Freight Line New 0.11% +0.11
OKE Oneok Inc. Add +15.2% 0.86% +0.11
HUM Humana Inc. New 0.11% +0.11
AEM Agnico Eagle Mines Ltd. Add +2.6% 0.99% +0.10
CMCSA Comcast Corp. Class A Add +71.5% 0.27% +0.10
SWKS Skyworks Solutions Inc. Add +9.1% 0.48% +0.08
INGR Ingredion Inc. Add +5.0% 1.83% +0.07
MRK Merck & Co. Inc. Add +2.6% 0.84% +0.07
WMB Williams Cos Inc. Add +9.6% 0.63% +0.07
WTTR Select Water Solutions Inc. Add +20.0% 0.30% +0.06
MPC Marathon Petroleum Corp. Add +27.5% 0.33% +0.06
TT Trane Technologies PLC Add +9.6% 1.18% +0.06
FTK Flotek Industries Inc. New 0.06% +0.06
NOC Northrop Grumman Corp. Add +12.5% 0.60% +0.04
NOW ServiceNow Inc. Add +0.2% 0.34% +0.03
ELV Elevance Health Inc. Add +14.8% 0.41% +0.03
MDLZ Mondelez International Inc. Class A Add +5.2% 1.09% +0.03
SPG Simon Property Group Inc. Add +6.3% 0.33% +0.03
TSCO Tractor Supply Company Add +2.8% 0.49% +0.02
NTR Nutrien Ltd. Add +15.7% 0.09% +0.01
LH Labcorp Holdings Inc. Add +0.0% 0.47% +0.01
CVX Chevron Corp. Add +1.7% 0.40% +0.01
BKR Baker Hughes Co. Add +0.7% 0.31% +0.00
LLY Eli Lilly & Co. Add +1.3% 0.11% +0.00
HII Huntington Ingalls Industrie Add +0.1% 0.05% −0.00
J Jacobs Solutions Inc. Add +0.1% 0.13% −0.00

Options Activity Q3 2024 → Q4 2024
SPY SS SPDR S&P 500 ETF Trust-US put Add +9.0% 158,000 $1.3M

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 218$443.5MAVGO, WFC, JPM, GOOG, CMI
Q1 2026 199$416.7MNVDA, AVGO, WFC, JPM, GOOG
Q4 2025 172$419.4MAVGO, GOOG, WFC, AAPL, JPM
Q3 2025 151$429.9MAVGO, JPM, AAPL, WFC, GOOG
Q2 2025 153$420.7MAVGO, WFC, JPM, MSFT, AAPL
Q1 2025 152$398.2MWFC, AVGO, AAPL, JPM, MSFT
Q4 2024 172$527.2MAVGO, AAPL, JPM, WFC, MSFT
Q3 2024 169$569.6MWFC, AVGO, AAPL, JPM, MSFT
Q2 2024 172$648.3MIXUS, WFC, MSFT, GOOG, AAPL
Q1 2024 170$503.4MWFC, JPM, MSFT, AVGO, AAPL