&partners
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), &partners reported 2,112 stock positions worth $15.6 billion. Its top holding was Microsoft (MSFT) at 3.6% of the portfolio, followed by Apple (AAPL, 3.5%) and iShares Core S&P 500 ETF (IVV, 3.1%). Compared with Q2 2025, it opened 208 new positions, sold out of 82, added to 1,361 and reduced 512. The biggest buy was Nvidia (NVDA, shares +36%) and the biggest sale Accenture Class A (ACN, shares −15%).
- Most Recent 13F
- Q2 2026
- Location
- NASHVILLE, TN
- CIK
- 0000107136
- Portfolio Value
- $15.6B (Q3 2025)
- SEC Filing
- 0001214659-25-016487 ↗ filed Nov 14, 2025
Holdings Value
Holdings 2,112 stocks · $15.6B
| MSFT Microsoft Corp. | 3.62% | 1,091,953 | $565.2M | Add +8.6% |
| AAPL Apple Inc. | 3.53% | 2,181,166 | $551.6M | Add +8.4% |
| IVV iShares Core S&P 500 ETF | 3.06% | 719,462 | $477.8M | Add +20.4% |
| IJH iShares Core S&P Midcap ETF | 2.73% | 6,533,589 | $426.7M | Add +17.7% |
| NVDA Nvidia Corp. | 2.26% | 1,919,713 | $353.5M | Add +35.7% |
| AGG iShares Core U.S. Aggregate | 2.02% | 3,129,559 | $315.5M | Add +19.4% |
| DFAI Dimensional International Co. | 1.87% | 8,048,126 | $292.4M | Add +11.7% |
| IEFA iShares Core MSCI Eafe ETF | 1.66% | 2,973,338 | $259.5M | Add +8.4% |
| AVGO Broadcom Inc. | 1.57% | 753,050 | $245.6M | Add +8.0% |
| JPM JPMorgan Chase & Co. | 1.51% | 749,785 | $236.3M | Add +9.0% |
| AMZN Amazon.com Inc. | 1.23% | 871,916 | $191.5M | Add +23.2% |
| META Meta Platforms Inc. Class A | 1.04% | 221,839 | $163.1M | Add +33.8% |
| GOOGL Alphabet Inc. Class A | 1.02% | 664,921 | $159.2M | Add +35.8% |
| BNDX Vanguard Total Intl Bond ETF | 0.91% | 2,862,249 | $142.2M | Add +21.2% |
| QUAL iShares MSCI USA Quality Fac | 0.79% | 635,580 | $123.5M | Add +13.8% |
| JNJ Johnson & Johnson | 0.79% | 663,276 | $123.0M | Add +9.7% |
| WMT Walmart Inc. | 0.77% | 1,167,854 | $120.3M | Add +12.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.73% | 236,970 | $113.6M | Add +5.1% |
| VIG Vanguard Dividend Apprec ETF | 0.73% | 524,119 | $113.2M | Add +13.5% |
| VOO Vanguard S&P 500 ETF | 0.67% | 168,809 | $104.4M | Add +12.1% |
| V Visa Inc. Class A | 0.63% | 290,067 | $99.1M | Add +13.0% |
| LLY Eli Lilly & Co. | 0.60% | 123,218 | $94.0M | Add +3.3% |
| COST Costco Wholesale Corp. | 0.59% | 99,316 | $91.9M | Add +10.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.58% | 180,218 | $90.7M | Add +7.5% |
| IJR iShares Core S&P Small-Cap E | 0.58% | 757,836 | $90.1M | Add +20.6% |
| BLK BlackRock Inc. | 0.57% | 76,092 | $88.7M | Reduce -17.6% |
| MCD McDonald's Corp. | 0.53% | 272,478 | $82.8M | Add +8.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.51% | 425,506 | $79.4M | Add +10.9% |
| ADP Automatic Data Processing | 0.50% | 263,876 | $77.5M | Add +6.8% |
| GOOG Alphabet Inc. Class C | 0.49% | 315,101 | $76.7M | Add +9.8% |
| HD Home Depot Inc. | 0.49% | 197,996 | $76.5M | Reduce -0.7% |
| PG The Procter & Gamble Co. | 0.48% | 488,448 | $75.0M | Add +8.2% |
| BSV Vanguard Short-Term Bond ETF | 0.48% | 945,305 | $75.0M | Add +18.4% |
| CVX Chevron Corp. | 0.48% | 480,232 | $74.6M | Add +7.9% |
| CGCP Cap Group Core Plus Income | 0.48% | 3,280,177 | $74.5M | Add +13.2% |
| ABT Abbott Laboratories | 0.46% | 531,114 | $71.1M | Reduce -6.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.46% | 106,632 | $71.0M | Add +41.5% |
| LOW Lowe's Cos Inc. | 0.45% | 279,276 | $70.1M | Add +8.9% |
| AMGN Amgen Inc. | 0.44% | 245,032 | $69.0M | Add +0.8% |
| PLTR Palantir Technologies Inc. Class A | 0.43% | 371,982 | $67.9M | Add +25.1% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.43% | 1,607,316 | $67.6M | Add +11.6% |
| CGGR Cap Group Growth Equity | 0.43% | 1,522,223 | $66.9M | Add +16.8% |
| ABBV Abbvie Inc. | 0.43% | 306,474 | $66.4M | Add +7.8% |
| CSCO Cisco Systems Inc. | 0.42% | 959,847 | $65.6M | Add +10.5% |
| ORCL Oracle Corp. | 0.42% | 233,188 | $65.6M | Add +34.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.42% | 223,014 | $65.4M | Add +14.2% |
| TSLA Tesla Inc. | 0.41% | 143,346 | $63.8M | Add +52.0% |
| AFL Aflac Inc. | 0.40% | 559,499 | $62.4M | Reduce -9.7% |
| VZ Verizon Communications Inc. | 0.39% | 1,335,180 | $61.6M | Add +14.9% |
| XOM Exxon Mobil Corp. | 0.38% | 531,495 | $59.9M | Add +15.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.38% | 99,505 | $59.7M | Add +35.3% |
| EVIM Eaton Vance Int Muni Income | 0.38% | 1,133,615 | $59.5M | Add +26.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.37% | 1,242,317 | $58.0M | Add +12.2% |
| PNC PNC Financial Services Group | 0.37% | 287,154 | $57.7M | Add +20.5% |
| GD General Dynamics Corp. | 0.37% | 168,880 | $57.5M | Add +3.9% |
| PEP Pepsico Inc. | 0.37% | 407,279 | $57.2M | Reduce -5.4% |
| NEE Nextera Energy Inc. | 0.36% | 750,231 | $56.6M | Reduce -8.3% |
| AVLV Avantis US Large Cap Value | 0.36% | 778,878 | $56.5M | Add +4.9% |
| GS Goldman Sachs Group Inc. | 0.36% | 70,715 | $56.3M | Add +8.2% |
| IEMG iShares Core MSCI Emerging | 0.35% | 817,791 | $53.9M | Add +41.6% |
| XLK SS Technology Select Sector | 0.33% | 181,286 | $51.1M | Add +13.4% |
| VEA Vanguard Ftse Developed ETF | 0.32% | 831,278 | $50.2M | Add +26.4% |
| ACN Accenture PLC Class A | 0.32% | 200,368 | $49.2M | Reduce -15.5% |
| JAAA Janus Henderson Aaa Clo ETF | 0.31% | 959,145 | $48.7M | Reduce -9.1% |
| IVW iShares S&P 500 Growth ETF | 0.31% | 400,855 | $48.4M | Add +15.7% |
| VCIT Vanguard Int-Term Corporate | 0.31% | 572,562 | $48.2M | Add +6.4% |
| CB Chubb Ltd. | 0.30% | 168,806 | $47.6M | Reduce -11.5% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.30% | 1,386,462 | $47.4M | Add +7.9% |
| PAYX Paychex Inc. | 0.30% | 369,565 | $46.8M | Add +6.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 164,675 | $46.5M | Add +20.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.29% | 311,560 | $45.0M | Add +12.9% |
| GLD SPDR Gold Shares | 0.29% | 125,581 | $44.6M | Add +8.0% |
| ETN Eaton Corp. PLC | 0.29% | 119,041 | $44.5M | Add +21.7% |
| CEG Constellation Energy | 0.28% | 134,768 | $44.3M | Add +5.2% |
| ITOT iShares Core S&P Total U.S. | 0.28% | 304,742 | $44.3M | Add +3.0% |
| LIN Linde PLC | 0.28% | 92,954 | $44.2M | Add +5.7% |
| ADI Analog Devices Inc. | 0.28% | 175,821 | $43.1M | Add +4.5% |
| QCOM Qualcomm Inc. | 0.26% | 247,902 | $41.3M | Add +12.1% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.26% | 414,484 | $40.9M | Reduce -1.1% |
| VWO Vanguard Ftse Emerging Marke | 0.26% | 751,830 | $40.9M | Add +18.4% |
| LHX L3HARRIS Technologies Inc. | 0.26% | 131,695 | $40.2M | Reduce -12.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 434,045 | $40.0M | Add +18.5% |
| MRK Merck & Co. Inc. | 0.25% | 470,436 | $39.5M | Add +5.0% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 0.25% | 1,344,348 | $39.4M | Add +13.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.25% | 119,228 | $39.1M | Add +34.4% |
| ITW Illinois Tool Works | 0.25% | 147,593 | $38.5M | Add +1.5% |
| RSP Invesco S&P 500 Equal Weight | 0.25% | 203,126 | $38.4M | Add +23.9% |
| BND Vanguard Total Bond Market | 0.24% | 512,846 | $38.0M | Add +8.3% |
| NFLX Netflix Inc. | 0.24% | 31,677 | $38.0M | Add +10.8% |
| MA Mastercard Inc. Class A | 0.24% | 71,489 | $37.9M | Add +15.7% |
| MDT Medtronic PLC | 0.24% | 397,006 | $37.8M | Add +9.9% |
| JEPI JPMorgan Equity Premium Inco | 0.24% | 661,301 | $37.7M | Reduce -9.9% |
| RTX RTX Corp. | 0.24% | 223,147 | $37.4M | Add +13.4% |
| UNH Unitedhealth Group Inc. | 0.24% | 108,323 | $37.3M | Reduce -18.8% |
| EMR Emerson Electric Co. | 0.24% | 281,356 | $36.9M | Reduce -0.7% |
| CAT Caterpillar Inc. | 0.24% | 82,892 | $36.8M | Add +14.5% |
| PSX Phillips 66 | 0.23% | 265,705 | $36.1M | Reduce -8.9% |
| WMB Williams Cos Inc. | 0.22% | 550,569 | $34.9M | Add +13.5% |
| AVDE Avantis International Equity | 0.22% | 439,229 | $34.8M | Add +56.0% |
| GE General Electric filed as GE AEROSPACE | 0.22% | 124,239 | $34.7M | Add +21.2% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $3.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 772 | $988K | Add +2.9% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 600 | $741K | Reduce -2.9% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 4,306 | $300K | Add +5.8% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 4,136 | $288K | Reduce -4.5% |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 3,839 | $261K | New |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | 4,822 | $240K | Add +2.5% |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | 4,303 | $225K | Add +9.7% |
| COHEN & STEERS INFRASTRU | RIGHT 10/16/2025 | 40,001 | $3K | No change |
Total filed on the 13F, all lines: $15.6B.
Portfolio Sells Q2 2025 → Q3 2025
| ACN Accenture PLC Class A | Reduce -15.5% | 0.32% | −0.23 |
| BLK BlackRock Inc. | Reduce -17.6% | 0.57% | −0.18 |
| ABT Abbott Laboratories | Reduce -6.8% | 0.46% | −0.14 |
| CB Chubb Ltd. | Reduce -11.5% | 0.30% | −0.12 |
| AFL Aflac Inc. | Reduce -9.7% | 0.40% | −0.10 |
| JAAA Janus Henderson Aaa Clo ETF | Reduce -9.1% | 0.31% | −0.10 |
| AMT American Tower Corp. | Reduce -12.8% | 0.17% | −0.10 |
| FIXD First Trust Smith Opportunis | Reduce -17.6% | 0.20% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -18.8% | 0.24% | −0.08 |
| JEPI JPMorgan Equity Premium Inco | Reduce -9.9% | 0.24% | −0.08 |
| NEE Nextera Energy Inc. | Reduce -8.3% | 0.36% | −0.07 |
| HD Home Depot Inc. | Reduce -0.7% | 0.49% | −0.07 |
| PEP Pepsico Inc. | Reduce -5.4% | 0.37% | −0.07 |
| CMCSA Comcast Corp. Class A | Reduce -9.0% | 0.11% | −0.06 |
| TGT Target Corp. | Reduce -32.0% | 0.06% | −0.06 |
| EMR Emerson Electric Co. | Reduce -0.7% | 0.24% | −0.05 |
| GWW WW Grainger Inc. | Reduce -2.8% | 0.15% | −0.05 |
| FDS Factset Research Systems Inc. | Reduce -3.8% | 0.05% | −0.05 |
| NKE Nike Inc. Class B | Reduce -11.9% | 0.11% | −0.04 |
| CL Colgate-Palmolive Co. | Reduce -7.4% | 0.08% | −0.04 |
| CMG Chipotle Mexican Grill Inc. | Reduce -12.9% | 0.04% | −0.04 |
| IWF iShares Russell 1000 Growth | Reduce -15.3% | 0.12% | −0.04 |
| PSX Phillips 66 | Reduce -8.9% | 0.23% | −0.04 |
| NXPI NXP Semiconductors NV | Reduce -33.0% | 0.05% | −0.03 |
| LHX L3HARRIS Technologies Inc. | Reduce -12.8% | 0.26% | −0.03 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -16.6% | 0.08% | −0.03 |
| ZTS Zoetis Inc. | Reduce -4.6% | 0.09% | −0.03 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -34.4% | 0.02% | −0.03 |
| XLE SS Energy Select Sector | Reduce -11.9% | 0.10% | −0.03 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -1.1% | 0.26% | −0.03 |
| SMDV Proshrs RSL 2000 DVD GRW ETF | Reduce -23.3% | 0.05% | −0.03 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -9.2% | 0.10% | −0.03 |
| BEMB iShares JPM BRD Usd Em B ETF | Reduce -93.7% | 0.00% | −0.03 |
| ADBE Adobe Inc. | Reduce -1.9% | 0.08% | −0.02 |
| IWD iShares Russell 1000 Value E | Reduce -7.7% | 0.11% | −0.02 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -1.8% | 0.14% | −0.02 |
| PDBC Invesco Optimum Yield Divers | Reduce -28.8% | 0.04% | −0.02 |
| GSLC Goldman Activebeta US LC ETF | Reduce -2.5% | 0.17% | −0.02 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -3.3% | 0.16% | −0.02 |
| MUB iShares National Muni Bond E | Reduce -8.4% | 0.08% | −0.02 |
| PPG PPG Industries Inc. | Reduce -22.3% | 0.03% | −0.02 |
| NOBL Proshares S&P 500 Dividend A | Reduce -2.0% | 0.12% | −0.02 |
| TPL Texas Pacific Land Corp. | Reduce -59.2% | 0.01% | −0.02 |
| HES Hess Corp. | Sold out | 0.00% | −0.02 |
| SLM SLM Corp. | Sold out | 0.00% | −0.02 |
| CBSH Commerce Bancshares Inc. | Reduce -46.3% | 0.01% | −0.02 |
| IYW iShares Ustechnology ETF | Reduce -12.8% | 0.09% | −0.02 |
| IWR iShares Russell Mid-Cap ETF | Reduce -1.8% | 0.11% | −0.02 |
| PFE Pfizer Inc. | Reduce -0.4% | 0.11% | −0.02 |
| SDY SS SPDR S&P Dividend ETF | Reduce -1.4% | 0.09% | −0.02 |
Portfolio Buys Q2 2025 → Q3 2025
| NVDA Nvidia Corp. | Add +35.7% | 2.26% | +0.55 |
| AAPL Apple Inc. | Add +8.4% | 3.53% | +0.36 |
| GOOGL Alphabet Inc. Class A | Add +35.8% | 1.02% | +0.36 |
| IVV iShares Core S&P 500 ETF | Add +20.4% | 3.06% | +0.21 |
| TSLA Tesla Inc. | Add +52.0% | 0.41% | +0.18 |
| ORCL Oracle Corp. | Add +34.8% | 0.42% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +25.1% | 0.43% | +0.12 |
| MU Micron Technology Inc. | Add +130.7% | 0.17% | +0.11 |
| BSCU Invesco Bulletshares 2030 CB | Add +628.5% | 0.13% | +0.11 |
| META Meta Platforms Inc. Class A | Add +33.8% | 1.04% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +9.8% | 0.49% | +0.10 |
| AVGO Broadcom Inc. | Add +8.0% | 1.57% | +0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +41.5% | 0.46% | +0.10 |
| NUE Nucor Corp. | Add +320.4% | 0.13% | +0.09 |
| IJH iShares Core S&P Midcap ETF | Add +17.7% | 2.73% | +0.09 |
| IEMG iShares Core MSCI Emerging | Add +41.6% | 0.35% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +107.7% | 0.17% | +0.08 |
| JNJ Johnson & Johnson | Add +9.7% | 0.79% | +0.08 |
| BIV Vanguard Intermediate-Term B | Add +109.2% | 0.17% | +0.07 |
| VONG Vanguard Russell 1000 Growth | Add +100.6% | 0.16% | +0.07 |
| QQQ Invesco QQQ Trust Series 1 | Add +35.3% | 0.38% | +0.07 |
| AVDE Avantis International Equity | Add +56.0% | 0.22% | +0.06 |
| BSCS Invesco Bulletshares 2028 CB | Add +220.0% | 0.09% | +0.06 |
| HBDC Hilton BDC Corp. Bond ETF | New | 0.06% | +0.06 |
| CSQ Calamos Strat TTL RTRN FND | Add +2564.5% | 0.05% | +0.05 |
| IJR iShares Core S&P Small-Cap E | Add +20.6% | 0.58% | +0.05 |
| PFF iShares Preferred & Income S | Add +197.2% | 0.08% | +0.05 |
| JSMD Janus Small Mid Cap GR Alp | New | 0.05% | +0.05 |
| BSCW Invesco Bulletshares 2032 CB | Add +367.0% | 0.07% | +0.05 |
| DIA SS SPDR Dow Jones Indus Avg | Add +130.2% | 0.09% | +0.04 |
| VONV Vanguard Russell 1000 Value | Add +819.5% | 0.05% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +34.4% | 0.25% | +0.04 |
| PCMM BBLX Private Credit Clo ETF | New | 0.04% | +0.04 |
| ACGL Arch Capital Group Ltd. | Add +11.2% | 0.07% | +0.04 |
| FEGE First Eagle GL Equity ETF | Add +121.1% | 0.09% | +0.04 |
| SPGP Invesco S&P 500 Garp ETF | New | 0.04% | +0.04 |
| IUSG iShares Core S&P U.S. Growth | Add +186.6% | 0.06% | +0.04 |
| AMZN Amazon.com Inc. | Add +23.2% | 1.23% | +0.03 |
| ASCE Allspring Smid Core ETF | New | 0.03% | +0.03 |
| VEA Vanguard Ftse Developed ETF | Add +26.4% | 0.32% | +0.03 |
| MS Morgan Stanley | Add +52.1% | 0.11% | +0.03 |
| HBAN Huntington Bancshares Inc. | Add +9.8% | 0.05% | +0.03 |
| GDX Vaneck Gold Miners ETF | Add +261.0% | 0.04% | +0.03 |
| IUSV iShares Core S&P U.S. Value | Add +149.4% | 0.06% | +0.03 |
| RDVY First Trust Rising Dividend | Add +58.8% | 0.10% | +0.03 |
| CGBL Cap Group Core Balanced | Add +95.1% | 0.07% | +0.03 |
| CGGE Cap Group Global Eq | Add +111.3% | 0.06% | +0.03 |
| OEF iShares S&P 100 ETF | Add +30.2% | 0.18% | +0.03 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.03% | +0.03 |
| PNC PNC Financial Services Group | Add +20.5% | 0.37% | +0.03 |
Notes & Other Activity Q2 2025 → Q3 2025
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Add +2.9% | 772 | $988K |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -2.9% | 600 | $741K |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | Add +5.8% | 4,306 | $300K |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -4.5% | 4,136 | $288K |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | New | 3,839 | $261K |
| ARES MANAGEMENT CORP (ARES 6.75 10/01/27 B) | 6.75 SE B PFD | Add +2.5% | 4,822 | $240K |
| KKR & CO INC (KKR 6.25 03/01/28 D) | 6.25 CON SER D | Add +9.7% | 4,303 | $225K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 2,497 | $24.4B | AAPL, IVV, IJH, NVDA, MSFT |
| Q1 2026 | 2,384 | $20.2B | AAPL, IVV, IJH, MSFT, NVDA |
| Q4 2025 | 2,274 | $19.1B | AAPL, MSFT, IVV, IJH, NVDA |
| Q3 2025 | 2,112 | $15.6B | MSFT, AAPL, IVV, IJH, NVDA |
| Q2 2025 | 1,986 | $13.0B | MSFT, AAPL, IVV, IJH, AGG |
| Q1 2025 | 1,749 | $9.4B | AAPL, IVV, MSFT, IJH, AGG |
| Q4 2024 | 1,638 | $8.3B | AAPL, MSFT, IVV, IJH, AGG |
| Q3 2024 | 1,386 | $5.2B | AAPL, MSFT, IVV, IJH, AGG |
| Q2 2024 | 913 | $2.3B | AAPL, MSFT, IVV, IJH, NVDA |
| Q1 2024 | 491 | $725.8M | VV, AAPL, IJH, IJR, IVV |