Ashton Thomas Private Wealth, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 29, 2026), Ashton Thomas Private Wealth, LLC reported 987 stock positions worth $4.1 billion. Its top holding was SS SPDR BB 1-3M T-Bill ETF (BIL) at 4.5% of the portfolio, followed by Apple (AAPL, 3.5%) and Chime Financial Class A (CHYM, 3.2%). Compared with Q3 2025, it opened 89 new positions, sold out of 67, added to 522 and reduced 325. The biggest buy was a new position in Chime Financial Class A (CHYM) and the biggest sale Meta Platforms Class A (META, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- SCOTTSDALE, AZ
- CIK
- 0002019663
- Portfolio Value
- $4.1B (Q4 2025)
- SEC Filing
- 0001398344-26-001588 ↗ filed Jan 29, 2026
Holdings Value
Holdings 987 stocks · $4.1B
| BIL SS SPDR BB 1-3M T-Bill ETF | 4.46% | 1,997,439 | $182.5M | Add +0.6% |
| AAPL Apple Inc. | 3.49% | 525,172 | $142.8M | Reduce -0.4% |
| CHYM Chime Financial Inc. Class A | 3.15% | 5,128,770 | $129.1M | New |
| XLK SS Technology Select Sector | 2.54% | 721,891 | $103.9M | Add +4.3% |
| IVV iShares Core S&P 500 ETF | 2.16% | 129,349 | $88.6M | Add +6.0% |
| MSFT Microsoft Corp. | 2.01% | 170,254 | $82.3M | Add +3.1% |
| NVDA Nvidia Corp. | 1.59% | 349,481 | $65.2M | Add +0.2% |
| SSUS Day Hagan Smart Sector ETF filed as STRATEGY SHS | 1.36% | 1,145,269 | $55.8M | Add +0.1% |
| AMZN Amazon.com Inc. | 1.08% | 192,042 | $44.3M | Reduce -0.2% |
| AVGO Broadcom Inc. | 1.05% | 124,292 | $43.0M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.01% | 60,769 | $41.6M | Add +1.6% |
| CHRW C.H. Robinson Worldwide Inc. | 1.00% | 252,598 | $40.8M | Reduce -0.1% |
| GLD SPDR Gold Shares | 0.99% | 102,204 | $40.5M | Add +7.5% |
| GOOGL Alphabet Inc. Class A | 0.98% | 128,290 | $40.2M | Reduce -22.4% |
| GOOG Alphabet Inc. Class C | 0.96% | 125,091 | $39.3M | Reduce -4.0% |
| DHSB DY HGN SMRT BFFR ETF filed as STRATEGY SHS | 0.95% | 1,494,557 | $38.8M | Reduce -0.1% |
| BILS SS Spdrb B 3-12M T-Bill ETF | 0.94% | 389,925 | $38.7M | Add +7.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.93% | 130,935 | $38.0M | Add +3.0% |
| SCHX Schwab US Large-Cap ETF | 0.92% | 1,407,637 | $37.9M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.83% | 71,631 | $33.9M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.82% | 104,557 | $33.7M | Reduce -8.8% |
| IJR iShares Core S&P Small-Cap E | 0.82% | 279,545 | $33.6M | Add +25.3% |
| AMGN Amgen Inc. | 0.77% | 95,831 | $31.4M | Add +1.1% |
| META Meta Platforms Inc. Class A | 0.75% | 46,414 | $30.6M | Reduce -11.2% |
| IJH iShares Core S&P Midcap ETF | 0.74% | 458,920 | $30.3M | Add +3.9% |
| XLY SS Consumer Disc Select Sect | 0.70% | 240,483 | $28.7M | Reduce -18.1% |
| XLV SS Health Care Select Sector | 0.69% | 181,592 | $28.1M | Add +38.3% |
| ESGU iShares ESG Aware MSCI USA | 0.68% | 187,363 | $27.9M | Add +0.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.67% | 54,706 | $27.5M | Add +28.2% |
| XLC SS Comm Select Sector SPDR | 0.61% | 213,026 | $25.1M | Add +21.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.61% | 40,627 | $25.0M | Reduce -1.8% |
| IVW iShares S&P 500 Growth ETF | 0.59% | 195,978 | $24.2M | Add +6.8% |
| QUAL iShares MSCI USA Quality Fac | 0.59% | 121,611 | $24.2M | Reduce -9.0% |
| IAU iShares Gold Trust | 0.59% | 296,283 | $24.0M | Add +3.4% |
| VEA Vanguard Ftse Developed ETF | 0.57% | 374,693 | $23.4M | Add +14.3% |
| LLY Eli Lilly & Co. | 0.55% | 21,126 | $22.7M | Reduce -0.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.55% | 67,359 | $22.6M | Add +349.4% |
| IEMG iShares Core MSCI Emerging | 0.55% | 334,265 | $22.5M | Add +7.4% |
| IEFA iShares Core MSCI Eafe ETF | 0.54% | 245,161 | $21.9M | Add +3.6% |
| SHY iShares 1-3 Year Treasury Bo | 0.52% | 259,184 | $21.5M | Add +8.5% |
| IVE iShares S&P 500 Value ETF | 0.50% | 96,190 | $20.4M | Add +13.6% |
| V Visa Inc. Class A | 0.49% | 57,631 | $20.2M | Add +3.2% |
| EFV iShares MSCI Eafe Value ETF | 0.48% | 276,641 | $19.8M | Add +12.7% |
| IWD iShares Russell 1000 Value E | 0.47% | 91,678 | $19.3M | Add +3.7% |
| SSXU Day Hagan Smart Sector Inter filed as STRATEGY SHS | 0.45% | 542,172 | $18.6M | Add +0.3% |
| WFC Wells Fargo & Co. | 0.45% | 199,121 | $18.6M | Add +19.2% |
| XOM Exxon Mobil Corp. | 0.45% | 154,124 | $18.5M | Add +15.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.44% | 36,905 | $18.0M | Add +0.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.44% | 295,655 | $18.0M | Add +18.5% |
| CSCO Cisco Systems Inc. | 0.44% | 232,079 | $17.9M | Reduce -17.2% |
| PULS Pgim Ultra Short Bond ETF | 0.42% | 341,443 | $17.0M | Reduce -2.0% |
| COST Costco Wholesale Corp. | 0.41% | 19,604 | $16.9M | Add +3.5% |
| BSJQ Invesco Bulletshares 2026 HY | 0.41% | 715,471 | $16.7M | Add +0.1% |
| BIV Vanguard Intermediate-Term B | 0.40% | 212,214 | $16.5M | Add +13.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.40% | 85,989 | $16.4M | Add +3.7% |
| PLTR Palantir Technologies Inc. Class A | 0.40% | 92,009 | $16.4M | Add +8.1% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.39% | 146,377 | $16.1M | Add +1.0% |
| FBND Fidelity Total Bond ETF | 0.38% | 333,960 | $15.5M | Add +7.2% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 159,360 | $15.3M | Add +0.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.36% | 202,192 | $14.7M | Add +8.3% |
| RTX RTX Corp. | 0.36% | 79,669 | $14.6M | Add +2.0% |
| LRCX Lam Research Corp. | 0.34% | 80,455 | $13.8M | Reduce -6.0% |
| CVX Chevron Corp. | 0.33% | 89,997 | $13.7M | Reduce -34.4% |
| FPE FT-Preferred Secur & Inc. ETF | 0.33% | 749,986 | $13.7M | Add +9.5% |
| UPS United Parcel Service Class B | 0.33% | 136,489 | $13.5M | Reduce -4.1% |
| VNQ Vanguard Real Estate ETF | 0.33% | 152,933 | $13.5M | Reduce -2.5% |
| ITOT iShares Core S&P Total U.S. | 0.32% | 88,539 | $13.2M | Add +6.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 236,277 | $13.0M | Reduce -2.9% |
| SSFI Day Hagan SS Fix in ETF-Usdi filed as STRATEGY SHS | 0.31% | 597,794 | $12.8M | Reduce -2.5% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.31% | 158,287 | $12.8M | Add +3.5% |
| MRK Merck & Co. Inc. | 0.31% | 118,175 | $12.5M | Reduce -29.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.30% | 48,372 | $12.5M | Reduce -0.7% |
| BLK BlackRock Inc. | 0.30% | 11,577 | $12.4M | Reduce -16.2% |
| C Citigroup Inc. | 0.29% | 103,016 | $12.0M | Reduce -3.0% |
| CAT Caterpillar Inc. | 0.29% | 20,619 | $11.8M | Add +1.8% |
| JNJ Johnson & Johnson | 0.29% | 56,998 | $11.8M | Reduce -0.4% |
| IVLU iShares MSCI International V | 0.29% | 308,173 | $11.7M | Add +6.6% |
| HD Home Depot Inc. | 0.28% | 33,868 | $11.7M | Add +2.2% |
| XLE SS Energy Select Sector | 0.28% | 259,306 | $11.6M | Reduce -7.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.28% | 143,721 | $11.5M | Reduce -32.4% |
| VOO Vanguard S&P 500 ETF | 0.28% | 18,383 | $11.5M | Add +4.1% |
| ACN Accenture PLC Class A | 0.28% | 42,436 | $11.4M | Add +77.0% |
| CIBR First Trust Nasdaq Cybersecu | 0.27% | 157,049 | $11.2M | Add +0.3% |
| WMT Walmart Inc. | 0.26% | 95,919 | $10.7M | Add +0.4% |
| EOG EOG Resources Inc. | 0.26% | 99,732 | $10.5M | Add +56.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.25% | 91,524 | $10.4M | Reduce -20.1% |
| VRP Invesco Variable Rate Prefer | 0.25% | 416,718 | $10.1M | Add +4.2% |
| BSJR Invesco Bulletshares 2027 HY | 0.24% | 440,614 | $10.0M | Reduce -9.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.24% | 196,077 | $9.9M | Add +2.2% |
| CGCP Cap Group Core Plus Income | 0.24% | 435,444 | $9.9M | Add +12.1% |
| ABBV Abbvie Inc. | 0.24% | 42,345 | $9.7M | Reduce -5.0% |
| EFA iShares MSCI Eafe ETF | 0.23% | 99,335 | $9.5M | Reduce -0.3% |
| NEE Nextera Energy Inc. | 0.23% | 118,119 | $9.5M | Add +3.6% |
| CTRA Coterra Energy Inc. | 0.23% | 358,273 | $9.4M | Add +30.9% |
| EMB iShares JP Morgan Usd Emergi | 0.23% | 95,865 | $9.2M | Add +1.7% |
| UNP Union Pacific Corp. | 0.23% | 39,857 | $9.2M | Reduce -2.2% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.22% | 93,339 | $9.0M | Add +4.2% |
| VWO Vanguard Ftse Emerging Marke | 0.22% | 168,152 | $9.0M | Add +1.6% |
| ETN Eaton Corp. PLC | 0.22% | 27,746 | $8.8M | Reduce -9.3% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.22% | 49,808 | $8.8M | Reduce -0.7% |
Options reported separately and not counted above: Call SPY @ $515.0 Exp Dec 18, 2026 calls ($1.7M), Call SPY @ $520.0 Exp Dec 18, 2026 calls ($1.5M), Call SPY @ $560.0 Exp Dec 18, 2026 calls ($879K), Call SPY @ $570.0 Exp Dec 18, 2026 calls ($744K), Call SPY @ $525.0 Exp Dec 18, 2026 calls ($455K), Call SPY @ $565.0 Exp Dec 18, 2026 calls ($354K), Call SPY @ $585.0 Exp Dec 18, 2026 calls ($327K), Call SPY @ $555.0 Exp Dec 18, 2026 calls ($218K), Call SPY @ $605.0 Exp Dec 18, 2026 calls ($217K), Call SPY @ $540.0 Exp Dec 18, 2026 calls ($203K).
Portfolio Sells Q3 2025 → Q4 2025
| META Meta Platforms Inc. Class A | Reduce -11.2% | 0.75% | −0.25 |
| BSJP Invesco Bulletshares 2025 HY | Sold out | 0.00% | −0.22 |
| CVX Chevron Corp. | Reduce -34.4% | 0.33% | −0.22 |
| XLY SS Consumer Disc Select Sect | Reduce -18.1% | 0.70% | −0.21 |
| CMCSA Comcast Corp. Class A | Reduce -55.1% | 0.11% | −0.17 |
| GFI Gold Fields Ltd.-Spons ADR | Reduce -93.3% | 0.01% | −0.15 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -32.4% | 0.28% | −0.15 |
| NFG National Fuel Gas Co. | Sold out | 0.00% | −0.14 |
| SJM The JM Smucker Co. | Reduce -78.5% | 0.03% | −0.13 |
| CBT Cabot Corp. | Sold out | 0.00% | −0.13 |
| B Barrick Mining Corp. | Reduce -89.1% | 0.02% | −0.12 |
| XLP SS Consumer Staples Sel Sect | Reduce -42.5% | 0.14% | −0.12 |
| CLX Clorox Company | Sold out | 0.00% | −0.12 |
| SEIC Sei Investments Company | Reduce -84.4% | 0.02% | −0.12 |
| BLK BlackRock Inc. | Reduce -16.2% | 0.30% | −0.12 |
| JPM JPMorgan Chase & Co. | Reduce -8.8% | 0.82% | −0.12 |
| XLF SS Financial Select Sector | Reduce -34.8% | 0.19% | −0.11 |
| SBUX Starbucks Corp. | Reduce -44.2% | 0.12% | −0.11 |
| OC Owens Corning | Reduce -45.3% | 0.07% | −0.11 |
| PEP Pepsico Inc. | Reduce -44.4% | 0.12% | −0.10 |
| KMI Kinder Morgan Inc. | Reduce -41.9% | 0.10% | −0.09 |
| ZTS Zoetis Inc. | Reduce -73.0% | 0.03% | −0.09 |
| DOX Amdocs Ltd. | Reduce -51.0% | 0.07% | −0.09 |
| HSY The Hershey Co. | Reduce -41.2% | 0.10% | −0.09 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.0% | 0.59% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -28.3% | 0.19% | −0.08 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -20.1% | 0.25% | −0.08 |
| ETN Eaton Corp. PLC | Reduce -9.3% | 0.22% | −0.08 |
| IBTF iShares Ibonds Dec 2025 Term | Sold out | 0.00% | −0.08 |
| ZM Zoom Communications Inc. | Reduce -50.2% | 0.08% | −0.08 |
| TTE Totalenergies SE -Spon ADR | Sold out | 0.00% | −0.08 |
| COP Conocophillips | Reduce -68.3% | 0.03% | −0.08 |
| IEF iShares 7-10 Year Treasury B | Reduce -55.6% | 0.06% | −0.08 |
| AEM Agnico Eagle Mines Ltd. | Reduce -67.8% | 0.03% | −0.08 |
| DE Deere & Co. | Reduce -34.8% | 0.13% | −0.08 |
| XLB SS Materials Select Sector | Reduce -48.4% | 0.07% | −0.07 |
| GS Goldman Sachs Group Inc. | Reduce -36.7% | 0.14% | −0.07 |
| UBER Uber Technologies Inc. | Reduce -11.1% | 0.17% | −0.07 |
| BNY Bank of New York Mellon Corp. | Reduce -27.8% | 0.19% | −0.07 |
| VICI Vici Properties Inc. | Reduce -54.2% | 0.04% | −0.07 |
| OGE Oge Energy Corp. | Sold out | 0.00% | −0.07 |
| DBX Dropbox Inc. Class A | Reduce -49.1% | 0.06% | −0.07 |
| FCX Freeport-McMoran Inc. | Reduce -89.6% | 0.01% | −0.07 |
| CTSH Cognizant Tech Solutions-A | Reduce -46.3% | 0.11% | −0.07 |
| AU Anglogold Ashanti PLC | Reduce -49.8% | 0.09% | −0.06 |
| IPG Interpublic Group of Cos Inc. | Sold out | 0.00% | −0.06 |
| BX Blackstone Inc. | Reduce -23.0% | 0.12% | −0.06 |
| IWO iShares Russell 2000 Growth | Reduce -55.8% | 0.05% | −0.06 |
| ULTA Ulta Beauty Inc. | Reduce -47.6% | 0.08% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -29.6% | 0.31% | −0.06 |
Portfolio Buys Q3 2025 → Q4 2025
| CHYM Chime Financial Inc. Class A | New | 3.15% | +3.15 |
| VTI VG Morningstar TS MKT ETF-US | Add +349.4% | 0.55% | +0.42 |
| XLV SS Health Care Select Sector | Add +38.3% | 0.69% | +0.21 |
| SSO Proshares Ultra S&P500 | New | 0.13% | +0.13 |
| IJR iShares Core S&P Small-Cap E | Add +25.3% | 0.82% | +0.13 |
| ACN Accenture PLC Class A | Add +77.0% | 0.28% | +0.12 |
| EQNR Equinor ASA-Spon ADR | New | 0.12% | +0.12 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +28.2% | 0.67% | +0.12 |
| GLD SPDR Gold Shares | Add +7.5% | 0.99% | +0.11 |
| BND Vanguard Total Bond Market | Add +174.3% | 0.16% | +0.10 |
| WFC Wells Fargo & Co. | Add +19.2% | 0.45% | +0.09 |
| SCHF Schwab Intl Equity ETF | Add +125.2% | 0.16% | +0.09 |
| ADBE Adobe Inc. | Add +92.7% | 0.20% | +0.09 |
| IT Gartner Inc. | New | 0.08% | +0.08 |
| AEP American Electric Power | Add +1131.2% | 0.09% | +0.08 |
| IBTH iShares Ibonds Dec 2027 Term | New | 0.08% | +0.08 |
| IBTI iShares Ibonds Dec 2028 Term | New | 0.08% | +0.08 |
| AVEM Avantis Emerging Markets Eq | Add +109.6% | 0.15% | +0.08 |
| XLC SS Comm Select Sector SPDR | Add +21.9% | 0.61% | +0.08 |
| AMGN Amgen Inc. | Add +1.1% | 0.77% | +0.07 |
| EOG EOG Resources Inc. | Add +56.3% | 0.26% | +0.07 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Add +1042.2% | 0.07% | +0.07 |
| CTRA Coterra Energy Inc. | Add +30.9% | 0.23% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +14.3% | 0.57% | +0.06 |
| XOM Exxon Mobil Corp. | Add +15.0% | 0.45% | +0.06 |
| BP BP PLC-Spons ADR | Add +185.4% | 0.09% | +0.06 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +18.5% | 0.44% | +0.06 |
| MCK McKesson Corp. | Add +50.0% | 0.16% | +0.05 |
| EFV iShares MSCI Eafe Value ETF | Add +12.7% | 0.48% | +0.05 |
| DNOV FT Vest US Equity Deep Buffe | New | 0.05% | +0.05 |
| XOP SS SPDR S&P Og Exp & Prod | Add +112.0% | 0.10% | +0.05 |
| IAU iShares Gold Trust | Add +3.4% | 0.59% | +0.05 |
| IVE iShares S&P 500 Value ETF | Add +13.6% | 0.50% | +0.04 |
| BLV Vanguard Long-Term Bond ETF | Add +129.7% | 0.08% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +6.0% | 2.16% | +0.04 |
| SHEL Shell PLC-ADR | Add +65.0% | 0.12% | +0.04 |
| VTEI Vanguard Int Tax-Exempt Bond | Add +44.3% | 0.16% | +0.04 |
| TTD Trade Desk Inc./the Class A | Add +272.9% | 0.06% | +0.04 |
| CPB The Campbell's Company | New | 0.04% | +0.04 |
| STZ Constellation Brands Inc. Class A | New | 0.04% | +0.04 |
| CAT Caterpillar Inc. | Add +1.8% | 0.29% | +0.04 |
| OMC Omnicom Group | New | 0.04% | +0.04 |
| KGC Kinross Gold Corp. | New | 0.04% | +0.04 |
| FNK First Trust Mid Cap Value | New | 0.04% | +0.04 |
| BUYW Main Buywrite ETF | New | 0.04% | +0.04 |
| L Loews Corp. | Add +56.8% | 0.09% | +0.03 |
| MTN Vail Resorts Inc. | New | 0.03% | +0.03 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +8.3% | 0.36% | +0.03 |
| IMO Imperial Oil Ltd. | Add +72.9% | 0.09% | +0.03 |
| MGY Magnolia Oil & Gas Corp. Class A | Add +134.5% | 0.06% | +0.03 |
Options Activity Q3 2025 → Q4 2025
| Call SPY @ $515.0 Exp Dec 18, 2026 | call | New | 8,900 | $1.7M |
| Call SPY @ $520.0 Exp Dec 18, 2026 | call | New | 8,000 | $1.5M |
| Call SPY @ $560.0 Exp Dec 18, 2026 | call | New | 5,800 | $879K |
| Call SPY @ $570.0 Exp Dec 18, 2026 | call | New | 5,200 | $744K |
| Call SPY @ $525.0 Exp Dec 18, 2026 | call | New | 2,500 | $455K |
| Call SPY @ $565.0 Exp Dec 18, 2026 | call | New | 2,400 | $354K |
| Call SPY @ $585.0 Exp Dec 18, 2026 | call | New | 2,500 | $327K |
| Call SPY @ $555.0 Exp Dec 18, 2026 | call | New | 1,400 | $218K |
| Call SPY @ $605.0 Exp Dec 18, 2026 | call | New | 1,900 | $217K |
| Call SPY @ $540.0 Exp Dec 18, 2026 | call | New | 1,200 | $203K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,584 | $4.8B | BIL, AAPL, XLK, IVV, SSUS |
| Q1 2026 | 1,497 | $4.2B | BIL, AAPL, XLK, NVDA, IVV |
| Q4 2025 | 987 | $4.1B | BIL, AAPL, CHYM, XLK, IVV |
| Q3 2025 | 965 | $3.9B | BIL, AAPL, XLK, MSFT, IVV |
| Q2 2025 | 822 | $2.8B | BIL, AAPL, XLK, MSFT, NVDA |
| Q1 2025 | 786 | $2.6B | BIL, AAPL, IVV, MSFT, BILS |
| Q4 2024 | 753 | $2.6B | BIL, AAPL, IVV, MSFT, XLK |
| Q3 2024 | 613 | $1.9B | AAPL, MSFT, XLK, NVDA, IJR |
| Q2 2024 | 1,922 | $1.8B | AAPL, MSFT, XLK, NVDA, AMGN |
| Q1 2024 | 594 | $1.7B | MSFT, AAPL, XLK, IJR, VO |