Beacon Pointe Advisors, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Beacon Pointe Advisors, LLC reported 1,222 stock positions worth $9.6 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 3.8% of the portfolio, followed by Apple (AAPL, 3.5%) and Nvidia (NVDA, 3.0%). Compared with Q1 2025, it opened 78 new positions, sold out of 43, added to 495 and reduced 556. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +7%) and the biggest sale Apple (AAPL, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEWPORT BEACH, CA
- CIK
- 0001744317
- Portfolio Value
- $9.6B (Q2 2025)
- SEC Filing
- 0001941040-25-000481 ↗ filed Aug 13, 2025
Holdings Value
Holdings 1,222 stocks · $9.6B
| VOO Vanguard S&P 500 ETF | 3.80% | 639,303 | $363.1M | Add +7.3% |
| AAPL Apple Inc. | 3.48% | 1,623,942 | $333.2M | Reduce -2.0% |
| NVDA Nvidia Corp. | 3.03% | 1,835,796 | $290.0M | Reduce -1.5% |
| MSFT Microsoft Corp. | 2.88% | 553,440 | $275.3M | Reduce -1.1% |
| LII Lennox International Inc. | 2.53% | 421,954 | $241.9M | Reduce -0.7% |
| IVV iShares Core S&P 500 ETF | 1.85% | 285,456 | $177.2M | Reduce -3.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.74% | 595,354 | $166.6M | Reduce -1.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.68% | 911,360 | $161.1M | Add +5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.58% | 310,583 | $150.9M | Reduce -2.8% |
| SCHX Schwab US Large-Cap ETF | 1.54% | 6,043,038 | $147.7M | Add +0.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.49% | 324,941 | $142.5M | Add +3.9% |
| AMZN Amazon.com Inc. | 1.31% | 570,577 | $125.2M | Add +4.0% |
| JPM JPMorgan Chase & Co. | 1.15% | 378,389 | $109.7M | Add +0.3% |
| SCHG Schwab US Large-Cap Growth | 1.11% | 3,651,154 | $106.7M | Add +0.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.06% | 164,744 | $101.8M | Reduce -7.8% |
| AGG iShares Core U.S. Aggregate | 1.04% | 1,000,054 | $99.2M | Add +7.9% |
| VTI VG Morningstar TS MKT ETF-US | 1.02% | 321,965 | $97.9M | Add +1.9% |
| META Meta Platforms Inc. Class A | 1.02% | 131,702 | $97.2M | Add +9.5% |
| BND Vanguard Total Bond Market | 0.99% | 1,285,949 | $94.7M | Add +3.4% |
| IWF iShares Russell 1000 Growth | 0.96% | 216,816 | $92.1M | Add +1.0% |
| GOOGL Alphabet Inc. Class A | 0.90% | 487,296 | $85.9M | Reduce -6.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.86% | 149,921 | $82.7M | Reduce -0.2% |
| VONG Vanguard Russell 1000 Growth | 0.84% | 732,757 | $80.0M | Reduce -14.8% |
| V Visa Inc. Class A | 0.83% | 224,712 | $79.8M | Reduce -9.2% |
| AVGO Broadcom Inc. | 0.73% | 253,328 | $69.8M | Add +0.4% |
| VEA Vanguard Ftse Developed ETF | 0.68% | 1,148,980 | $65.5M | Add +1.0% |
| MUB iShares National Muni Bond E | 0.68% | 622,460 | $65.0M | Reduce -4.3% |
| CVX Chevron Corp. | 0.68% | 453,038 | $64.9M | Add +10.0% |
| DDS Dillards Inc. Class A | 0.67% | 152,624 | $63.8M | Add +0.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.64% | 208,002 | $61.3M | Reduce -2.2% |
| DFUV Dimensional US Marketwide Va | 0.61% | 1,374,720 | $58.1M | Add +0.7% |
| VIG Vanguard Dividend Apprec ETF | 0.60% | 278,828 | $57.1M | Reduce -0.2% |
| PG The Procter & Gamble Co. | 0.59% | 354,556 | $56.5M | Reduce -6.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.57% | 490,315 | $54.9M | Add +4.8% |
| EFV iShares MSCI Eafe Value ETF | 0.57% | 859,083 | $54.5M | Reduce -1.3% |
| HD Home Depot Inc. | 0.57% | 147,497 | $54.1M | Reduce -3.9% |
| VGSH Vanguard Short-Term Treasury | 0.54% | 878,643 | $51.6M | Add +58.2% |
| XOM Exxon Mobil Corp. | 0.52% | 463,767 | $50.0M | Add +0.8% |
| SCHM Schwab US Mid Cap ETF | 0.47% | 1,608,649 | $45.1M | Add +0.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.47% | 140,121 | $44.9M | Reduce -0.2% |
| JNJ Johnson & Johnson | 0.46% | 287,202 | $43.9M | Reduce -9.3% |
| WMT Walmart Inc. | 0.45% | 440,330 | $43.1M | Reduce -5.9% |
| IEFA iShares Core MSCI Eafe ETF | 0.43% | 492,429 | $41.1M | Add +1.7% |
| PANW Palo Alto Networks Inc. | 0.43% | 200,271 | $41.0M | Add +2.1% |
| IWB iShares Russell 1000 ETF | 0.41% | 116,486 | $39.6M | Add +0.9% |
| DFAC Dimensional US Core Equity 2 | 0.41% | 1,099,492 | $39.4M | Reduce -12.1% |
| SCHF Schwab Intl Equity ETF | 0.41% | 1,760,024 | $38.9M | Add +18.4% |
| FTNT Fortinet Inc. | 0.41% | 366,990 | $38.8M | Add +1.1% |
| GLD SPDR Gold Shares | 0.38% | 120,305 | $36.7M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.38% | 1,369,767 | $36.3M | Add +4.7% |
| COST Costco Wholesale Corp. | 0.37% | 36,228 | $35.9M | Add +2.7% |
| LLY Eli Lilly & Co. | 0.37% | 45,228 | $35.3M | Reduce -43.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.37% | 801,704 | $35.1M | Add +4.3% |
| ORCL Oracle Corp. | 0.36% | 157,750 | $34.5M | Reduce -15.7% |
| CAT Caterpillar Inc. | 0.34% | 84,855 | $32.9M | Add +3.5% |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 239,440 | $32.6M | Reduce -1.1% |
| ABT Abbott Laboratories | 0.34% | 239,421 | $32.6M | Add +7.2% |
| WFC Wells Fargo & Co. | 0.34% | 404,731 | $32.4M | Add +1.4% |
| GOOG Alphabet Inc. Class C | 0.34% | 182,722 | $32.4M | Add +2.0% |
| DUHP Dimensional US High Profi Et | 0.34% | 905,461 | $32.2M | Add +3.5% |
| VONE Vanguard Russell 1000 | 0.34% | 114,232 | $32.1M | Reduce -1.5% |
| SUB iShares Short-Term National | 0.33% | 298,896 | $31.8M | Add +8.5% |
| MCD McDonald's Corp. | 0.32% | 106,361 | $31.1M | Reduce -0.2% |
| IVW iShares S&P 500 Growth ETF | 0.32% | 279,731 | $30.8M | Add +0.1% |
| VYM Vanguard High DVD Yield ETF | 0.32% | 228,171 | $30.4M | Reduce -2.3% |
| AMD Advanced Micro Devices | 0.32% | 213,016 | $30.2M | Reduce -8.8% |
| RSP Invesco S&P 500 Equal Weight | 0.31% | 165,476 | $30.1M | Reduce -2.5% |
| ITOT iShares Core S&P Total U.S. | 0.31% | 221,956 | $30.0M | Reduce -3.0% |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | 0.31% | 80,608 | $29.5M | Reduce -2.2% |
| SCHV Schwab US Large-Cap Value | 0.31% | 1,062,422 | $29.4M | Add +8.8% |
| PEP Pepsico Inc. | 0.31% | 221,549 | $29.3M | Reduce -4.7% |
| DFIV Dimensional International Va | 0.29% | 647,336 | $27.7M | Add +0.9% |
| RTX RTX Corp. | 0.29% | 188,423 | $27.5M | Reduce -17.5% |
| MGV Vngrd Mrgstr MG CP VL ETF-Ui | 0.28% | 203,743 | $26.7M | Add +0.3% |
| SNOW Snowflake Inc. | 0.28% | 119,245 | $26.7M | Add +3.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 210,091 | $26.1M | Reduce -33.3% |
| DFCF Dimensional Core Fixed Inc. | 0.27% | 609,627 | $25.8M | Add +0.1% |
| MA Mastercard Inc. Class A | 0.27% | 45,189 | $25.4M | Reduce -4.2% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 514,995 | $25.3M | Add +7.8% |
| DFLV Dim US Large Cap Value ETF | 0.26% | 806,797 | $25.0M | Add +2.4% |
| SPEM State Street SP PTF Em ETF | 0.26% | 585,057 | $25.0M | Reduce -0.1% |
| CSCO Cisco Systems Inc. | 0.26% | 360,231 | $25.0M | Add +0.0% |
| ADP Automatic Data Processing | 0.26% | 80,890 | $24.9M | Reduce -1.6% |
| AXP American Express Co. | 0.26% | 77,582 | $24.7M | Add +1.8% |
| LOW Lowe's Cos Inc. | 0.26% | 111,358 | $24.7M | Reduce -2.8% |
| AMGN Amgen Inc. | 0.26% | 87,981 | $24.6M | Reduce -5.1% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 148,832 | $24.5M | Add +8.9% |
| JEPI JPMorgan Equity Premium Inco | 0.26% | 429,983 | $24.4M | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 0.25% | 390,381 | $24.2M | Add +0.4% |
| T AT&T Inc. | 0.25% | 833,123 | $24.1M | Reduce -0.1% |
| DFUS Dimensional US Eq MKT ETF | 0.25% | 354,270 | $23.7M | Add +1.3% |
| LMT Lockheed Martin Corp. | 0.25% | 51,254 | $23.7M | Add +4.8% |
| ABBV Abbvie Inc. | 0.25% | 127,355 | $23.6M | Add +3.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.25% | 83,087 | $23.6M | Add +2.7% |
| ABEQ Absolute Select Value ETF | 0.24% | 681,404 | $23.4M | Add +4.1% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 471,266 | $23.3M | Add +4.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 485,540 | $23.0M | Add +2.1% |
| MRK Merck & Co. Inc. | 0.24% | 285,720 | $22.6M | Add +2.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.23% | 78,529 | $22.4M | Add +0.3% |
| TSLA Tesla Inc. | 0.23% | 70,430 | $22.4M | Add +14.3% |
Options reported separately and not counted above: AAPL calls ($2.0M), PEP puts ($1.6M), PANW calls ($1.5M), MSFT puts ($995K), FTNT calls ($909K), DRI puts ($872K), SPY puts ($741K), ORCL puts ($656K), MSFT calls ($647K), PEN calls ($642K), PYPL calls ($609K), AXP calls ($510K), and 14 more.
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.5M (not counted above)
Total filed on the 13F, all lines: $9.6B.
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -2.0% | 3.48% | −0.66 |
| LLY Eli Lilly & Co. | Reduce -43.0% | 0.37% | −0.37 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.8% | 1.58% | −0.34 |
| PFE Pfizer Inc. | Reduce -40.0% | 0.23% | −0.20 |
| UNH Unitedhealth Group Inc. | Reduce -0.3% | 0.20% | −0.16 |
| ET Energy Transfer LP | Reduce -34.5% | 0.22% | −0.15 |
| LII Lennox International Inc. | Reduce -0.7% | 2.53% | −0.15 |
| V Visa Inc. Class A | Reduce -9.2% | 0.83% | −0.14 |
| PG The Procter & Gamble Co. | Reduce -6.7% | 0.59% | −0.14 |
| JNJ Johnson & Johnson | Reduce -9.3% | 0.46% | −0.13 |
| OKE Oneok Inc. | Reduce -20.8% | 0.20% | −0.13 |
| UL Unilever PLC | Reduce -60.6% | 0.07% | −0.12 |
| NKE Nike Inc. Class B | Reduce -60.3% | 0.07% | −0.10 |
| MUB iShares National Muni Bond E | Reduce -4.3% | 0.68% | −0.09 |
| MDT Medtronic PLC | Reduce -82.7% | 0.02% | −0.09 |
| PEP Pepsico Inc. | Reduce -4.7% | 0.31% | −0.09 |
| DIS The Walt Disney Co. | Reduce -33.3% | 0.27% | −0.08 |
| AJG Arthur J Gallagher & Co. | Reduce -0.2% | 0.47% | −0.08 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -67.5% | 0.03% | −0.07 |
| AMGN Amgen Inc. | Reduce -5.1% | 0.26% | −0.07 |
| VGLT Vanguard Long-Term Treasury | Reduce -21.0% | 0.17% | −0.07 |
| HD Home Depot Inc. | Reduce -3.9% | 0.57% | −0.07 |
| VONG Vanguard Russell 1000 Growth | Reduce -14.8% | 0.84% | −0.06 |
| GD General Dynamics Corp. | Reduce -77.4% | 0.02% | −0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.8% | 1.06% | −0.06 |
| ACN Accenture PLC Class A | Reduce -30.5% | 0.09% | −0.05 |
| SBUX Starbucks Corp. | Reduce -29.6% | 0.08% | −0.05 |
| RTX RTX Corp. | Reduce -17.5% | 0.29% | −0.05 |
| DFAC Dimensional US Core Equity 2 | Reduce -12.1% | 0.41% | −0.05 |
| CSWC Capital Southwest Corp. | Reduce -45.4% | 0.05% | −0.05 |
| MCD McDonald's Corp. | Reduce -0.2% | 0.32% | −0.05 |
| CHRW C.H. Robinson Worldwide Inc. | Sold out | 0.00% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -4.7% | 0.10% | −0.05 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.0% | 0.14% | −0.05 |
| LOW Lowe's Cos Inc. | Reduce -2.8% | 0.26% | −0.04 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -73.7% | 0.01% | −0.03 |
| KMI Kinder Morgan Inc. | Reduce -17.8% | 0.13% | −0.03 |
| REGN Regeneron Pharmaceuticals | Reduce -0.3% | 0.11% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -63.2% | 0.02% | −0.03 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -16.4% | 0.10% | −0.03 |
| ADBE Adobe Inc. | Reduce -24.1% | 0.07% | −0.03 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -38.7% | 0.06% | −0.03 |
| KO The Coca-Cola Co. | Reduce -3.7% | 0.21% | −0.03 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.3% | 0.26% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -11.2% | 0.21% | −0.03 |
| MA Mastercard Inc. Class A | Reduce -4.2% | 0.27% | −0.03 |
| SLVM Sylvamo Corp. | Reduce -0.1% | 0.05% | −0.02 |
| ZIP Ziprecruiter Inc. Class A | Sold out | 0.00% | −0.02 |
| KHC The Kraft Heinz Co. | Reduce -2.5% | 0.08% | −0.02 |
| ADP Automatic Data Processing | Reduce -1.6% | 0.26% | −0.02 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | Add +7.3% | 3.80% | +0.35 |
| AVGO Broadcom Inc. | Add +0.4% | 0.73% | +0.25 |
| META Meta Platforms Inc. Class A | Add +9.5% | 1.02% | +0.24 |
| EPD Enterprise Products Partners | New | 0.19% | +0.19 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +3.9% | 1.49% | +0.19 |
| VGSH Vanguard Short-Term Treasury | Add +58.2% | 0.54% | +0.17 |
| AMZN Amazon.com Inc. | Add +4.0% | 1.31% | +0.13 |
| CGMS Cap Group US Multi-Sect Bond | New | 0.12% | +0.12 |
| JPM JPMorgan Chase & Co. | Add +0.3% | 1.15% | +0.11 |
| IWF iShares Russell 1000 Growth | Add +1.0% | 0.96% | +0.09 |
| SNOW Snowflake Inc. | Add +3.9% | 0.28% | +0.09 |
| SCHG Schwab US Large-Cap Growth | Add +0.2% | 1.11% | +0.09 |
| MUNI PIMCO Intermediate Municipal | Add +1249.3% | 0.09% | +0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +911.6% | 0.09% | +0.08 |
| SCHF Schwab Intl Equity ETF | Add +18.4% | 0.41% | +0.08 |
| DECK Deckers Outdoor Corp. | New | 0.07% | +0.07 |
| CGGO Cap Group Global Growth | New | 0.06% | +0.06 |
| NFLX Netflix Inc. | Add +4.3% | 0.20% | +0.06 |
| SCHX Schwab US Large-Cap ETF | Add +0.9% | 1.54% | +0.06 |
| TSLA Tesla Inc. | Add +14.3% | 0.23% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +2.1% | 0.43% | +0.05 |
| DDS Dillards Inc. Class A | Add +0.0% | 0.67% | +0.05 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +4.5% | 0.17% | +0.05 |
| EFG iShares MSCI Eafe Growth ETF | Add +4.8% | 0.57% | +0.05 |
| VTI VG Morningstar TS MKT ETF-US | Add +1.9% | 1.02% | +0.05 |
| CGUS Cap Group Core Equity | New | 0.04% | +0.04 |
| ECG Everus Construction Group | Add +6.2% | 0.11% | +0.04 |
| CGMU Cap Group Municipal Income | New | 0.04% | +0.04 |
| XYZ Block Inc. | Add +34.0% | 0.12% | +0.04 |
| UBER Uber Technologies Inc. | Add +12.0% | 0.17% | +0.04 |
| CAT Caterpillar Inc. | Add +3.5% | 0.34% | +0.04 |
| VEA Vanguard Ftse Developed ETF | Add +1.0% | 0.68% | +0.03 |
| CORZ Core Scientific Inc. | Add +2.5% | 0.06% | +0.03 |
| VTES Vanguard SH Term Tax-Ex Bond | Add +819.9% | 0.04% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +0.1% | 0.32% | +0.03 |
| AXP American Express Co. | Add +1.8% | 0.26% | +0.03 |
| XLI SS Industrial Select Sector | Add +53.2% | 0.07% | +0.03 |
| FBNC First Bancorp | Add +159.0% | 0.04% | +0.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +2.7% | 0.25% | +0.02 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 0.34% | +0.02 |
| JQUA JPMorgan US Quality Factor | New | 0.02% | +0.02 |
| BIZD Vaneck BDC Income ETF | New | 0.02% | +0.02 |
| VCIT Vanguard Int-Term Corporate | Add +27.8% | 0.14% | +0.02 |
| VCSH Vanguard S/T Corp. Bond ETF | Add +28.0% | 0.14% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +16.5% | 0.17% | +0.02 |
| GE General Electric | Add +0.6% | 0.13% | +0.02 |
| PJUN Innovator U.S. Equity Power | Add +58.9% | 0.06% | +0.02 |
| ZS Zscaler Inc. | Add +1.4% | 0.06% | +0.02 |
| ULTA Ulta Beauty Inc. | Add +5.9% | 0.10% | +0.02 |
| HPE Hewlett Packard Enterprise | Add +7.3% | 0.08% | +0.02 |
Options Activity Q1 2025 → Q2 2025
| AAPL Apple Inc. | call | Reduce -11.1% | 9,600 | $2.0M |
| PEP Pepsico Inc. | put | Add +71.4% | 12,000 | $1.6M |
| PANW Palo Alto Networks Inc. | call | Add +2.9% | 7,100 | $1.5M |
| MSFT Microsoft Corp. | put | Reduce -50.0% | 2,000 | $995K |
| DRI Darden Restaurants Inc. | put | Add +33.3% | 4,000 | $872K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Add +20.0% | 1,200 | $741K |
| MSFT Microsoft Corp. | call | Reduce -13.3% | 1,300 | $647K |
| AMZN Amazon.com Inc. | call | Reduce -61.1% | 1,400 | $307K |
| TSLA Tesla Inc. | call | Sold out | 300 | $78Kbefore exit |
| WU Western Union Co. | call | Sold out | 1,200 | $13Kbefore exit |
| KRC Kilroy Realty Corp. | call | New | 200 | $7K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| BDMDW Baird Medical Investment -28 | *W EXP 10/01/202 | New | 11,500 | $921 |
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 | 1,866 | $21.5B | VOO, AAPL, NVDA, IVV, VTI |
| Q1 2026 | 1,780 | $18.9B | VOO, AAPL, IVV, NVDA, MSFT |
| Q4 2025 | 1,458 | $14.2B | AAPL, VOO, NVDA, MSFT, IVV |
| Q3 2025 | 1,336 | $11.8B | AAPL, NVDA, MSFT, VOO, IVV |
| Q2 2025 | 1,222 | $9.6B | VOO, AAPL, NVDA, MSFT, LII |
| Q1 2025 | 1,187 | $8.9B | AAPL, VOO, LII, MSFT, NVDA |
| Q4 2024 | 1,181 | $9.0B | AAPL, VOO, LII, NVDA, MSFT |
| Q3 2024 | 1,198 | $8.7B | AAPL, VOO, NVDA, MSFT, VO |
| Q2 2024 | 1,236 | $8.4B | AAPL, NVDA, MSFT, VOO, IVV |
| Q1 2024 | 1,321 | $9.0B | AAPL, LII, MSFT, VOO, NVDA |