Belpointe Asset Management LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 13, 2024), Belpointe Asset Management LLC reported 921 stock positions worth $1.7 billion. Its top holding was Apple (AAPL) at 4.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 3.3%) and Invesco QQQ Trust Series 1 (QQQ, 3.2%). Compared with Q2 2024, it opened 150 new positions, sold out of 73, added to 422 and reduced 280. The biggest buy was iShares 20+ Year Treasury BD (TLT, shares +2412%) and the biggest sale Nvidia (NVDA, shares −7%).
- Most Recent 13F
- Q2 2026
- Location
- RENO, NV
- CIK
- 0001721242
- Portfolio Value
- $1.7B (Q3 2024)
- SEC Filing
- 0001721242-24-000011 ↗ filed Nov 13, 2024
Holdings Value
Holdings 921 stocks · $1.7B
| AAPL Apple Inc. | 4.78% | 342,195 | $79.7M | Reduce -5.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.35% | 116,942 | $55.8M | Add +7.3% |
| QQQ Invesco QQQ Trust Series 1 | 3.22% | 110,105 | $53.7M | Reduce -4.8% |
| NVDA Nvidia Corp. | 2.63% | 360,674 | $43.8M | Reduce -7.3% |
| NDOW Anydrus Advantage ETF filed as COLLABORATIVE INVESTMNT SER | 2.37% | 1,547,880 | $39.5M | Add +15.7% |
| BMI Badger Meter Inc. | 2.35% | 179,130 | $39.1M | No change |
| MSFT Microsoft Corp. | 2.07% | 80,225 | $34.5M | Add +2.5% |
| RSEE Rareview Systematic Equity filed as COLLABORATIVE INVESTMNT SER | 1.87% | 992,437 | $31.2M | Add +17.4% |
| AMZN Amazon.com Inc. | 1.53% | 137,104 | $25.5M | Add +7.8% |
| VOO Vanguard S&P 500 ETF | 1.36% | 42,813 | $22.6M | Add +4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.31% | 47,533 | $21.9M | Add +1.5% |
| OZ Belpointe Prep LLC Class A | 1.24% | 298,385 | $20.6M | Add +4.7% |
| META Meta Platforms Inc. Class A | 1.19% | 34,569 | $19.8M | Add +6.7% |
| TLT iShares 20+ Year Treasury BD | 1.07% | 181,021 | $17.8M | Add +2412.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.98% | 177,233 | $16.3M | Add +8.7% |
| IVV iShares Core S&P 500 ETF | 0.93% | 26,899 | $15.5M | Add +101.3% |
| RTRE Rareview Total Return BD ETF filed as COLLABORATIVE INVESTMNT SER | 0.89% | 569,123 | $14.9M | Add +11.0% |
| RDFI Rareview Dynamic Fixed Incom filed as COLLABORATIVE INVESTMNT SER | 0.86% | 570,352 | $14.4M | Add +10.4% |
| GHTA Goose Hollow Tactical Alloc filed as COLLABORATIVE INVESTMNT SER | 0.75% | 418,461 | $12.5M | Reduce -7.5% |
| COWZ Pacer US Cash Cows 100 ETF | 0.73% | 211,777 | $12.2M | Add +14.1% |
| COLLABORATIVE INVESTMNT SER | 0.67% | 420,342 | $11.2M | Add +7.2% |
| GOOGL Alphabet Inc. Class A | 0.62% | 62,666 | $10.4M | Reduce -5.3% |
| BMY Bristol-Myers Squibb Co. | 0.61% | 195,384 | $10.1M | Add +3.1% |
| TSLA Tesla Inc. | 0.59% | 37,444 | $9.8M | Add +14.4% |
| VCIT Vanguard Int-Term Corporate | 0.58% | 115,973 | $9.7M | Add +69.0% |
| IVW iShares S&P 500 Growth ETF | 0.58% | 100,806 | $9.7M | Reduce -3.1% |
| IGM iShares Expanded Tech Sector | 0.57% | 98,647 | $9.5M | Add +47.0% |
| GE General Electric filed as GE AEROSPACE | 0.55% | 48,649 | $9.2M | Add +5.5% |
| SNAV Mohr Sector Nav ETF filed as COLLABORATIVE INVESTMNT SER | 0.53% | 286,596 | $8.9M | Add +26.3% |
| VGT Vanguard Info Tech ETF | 0.53% | 15,059 | $8.8M | Add +6.9% |
| JPM JPMorgan Chase & Co. | 0.53% | 41,838 | $8.8M | Add +13.9% |
| IJH iShares Core S&P Midcap ETF | 0.50% | 133,915 | $8.3M | Add +24.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.48% | 28,515 | $8.1M | Add +8.0% |
| ABBV Abbvie Inc. | 0.47% | 39,770 | $7.9M | Add +5.5% |
| GOOG Alphabet Inc. Class C | 0.45% | 45,085 | $7.5M | Reduce -1.8% |
| EFA iShares MSCI Eafe ETF | 0.44% | 87,265 | $7.3M | Add +119.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.43% | 106,654 | $7.2M | Reduce -25.9% |
| XLK SS Technology Select Sector | 0.43% | 31,839 | $7.2M | Add +3.7% |
| XOM Exxon Mobil Corp. | 0.41% | 58,476 | $6.9M | Reduce -15.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.41% | 16,195 | $6.9M | Add +1689.5% |
| NFLX Netflix Inc. | 0.40% | 9,429 | $6.7M | Add +11.6% |
| PULS Pgim Ultra Short Bond ETF | 0.40% | 132,831 | $6.6M | Reduce -6.5% |
| PAPR Innovator U.S. Equity Power | 0.40% | 183,932 | $6.6M | Add +113.1% |
| PFE Pfizer Inc. | 0.39% | 226,065 | $6.5M | Reduce -5.7% |
| USFR Wisdomtree Floating Rate Tre | 0.39% | 129,825 | $6.5M | Add +470.1% |
| IWM iShares Russell 2000 ETF | 0.39% | 29,227 | $6.5M | Add +18.4% |
| VT Vanguard Tot World STK ETF | 0.38% | 53,393 | $6.4M | Reduce -8.6% |
| COST Costco Wholesale Corp. | 0.38% | 7,172 | $6.4M | Reduce -27.6% |
| AVGO Broadcom Inc. | 0.37% | 36,189 | $6.2M | Add +48.9% |
| JEPI JPMorgan Equity Premium Inco | 0.37% | 102,878 | $6.1M | Add +26.5% |
| GLD SPDR Gold Shares | 0.36% | 25,026 | $6.1M | Add +34.6% |
| SPGM State Street SPDR Portfolio | 0.36% | 93,333 | $6.0M | Add +1.9% |
| HD Home Depot Inc. | 0.36% | 14,636 | $5.9M | Add +27.5% |
| SCHD Schwab US DVD Equity ETF | 0.35% | 69,427 | $5.9M | Reduce -2.1% |
| ORCL Oracle Corp. | 0.33% | 32,264 | $5.5M | Add +7.2% |
| QYLD Global X Nasd 100 Cov Call | 0.33% | 300,976 | $5.4M | Add +49.0% |
| FTLS First Trust Long/Short Eqty | 0.32% | 84,112 | $5.3M | Add +19.8% |
| TIP iShares Tips Bond ETF | 0.32% | 48,162 | $5.3M | Add +338.0% |
| UNH Unitedhealth Group Inc. | 0.31% | 8,761 | $5.1M | Reduce -1.6% |
| QQQM Invesco Nasdaq 100 ETF | 0.31% | 25,485 | $5.1M | Reduce -9.4% |
| SPAB SS SPDR P Agg Bond ETF | 0.30% | 194,070 | $5.1M | Add +479.9% |
| VWO Vanguard Ftse Emerging Marke | 0.30% | 104,071 | $5.0M | Add +0.3% |
| PH Parker Hannifin Corp. | 0.30% | 7,840 | $5.0M | Reduce -0.1% |
| XLE SS Energy Select Sector | 0.29% | 55,447 | $4.9M | Add +33.9% |
| VZ Verizon Communications Inc. | 0.29% | 106,127 | $4.8M | Add +43.7% |
| PTL Inspire 500 ETF | 0.28% | 21,907 | $4.7M | Add +13.3% |
| MBB iShares MBS ETF | 0.28% | 48,796 | $4.7M | Reduce -0.3% |
| V Visa Inc. Class A | 0.28% | 16,846 | $4.6M | Add +29.9% |
| PEP Pepsico Inc. | 0.28% | 26,989 | $4.6M | Reduce -5.1% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.27% | 121,678 | $4.6M | Reduce -0.6% |
| AEE Ameren Corporation | 0.27% | 51,392 | $4.5M | Add +0.8% |
| WM Waste Management Inc. | 0.27% | 21,473 | $4.5M | Add +2.2% |
| NEE Nextera Energy Inc. | 0.27% | 52,492 | $4.4M | Reduce -3.9% |
| LLY Eli Lilly & Co. | 0.26% | 4,976 | $4.4M | Reduce -13.2% |
| MCD McDonald's Corp. | 0.26% | 14,217 | $4.3M | Reduce -1.8% |
| PSFF Pacer Swan Sos Fund of Funds | 0.26% | 150,340 | $4.3M | Reduce -1.7% |
| SPLV Invesco S&P 500 Low Volatili | 0.26% | 60,223 | $4.3M | New |
| XAI OCTAGN FLT RAT & ALT INM | 0.26% | 627,333 | $4.3M | Add +2.2% |
| LMT Lockheed Martin Corp. | 0.25% | 7,235 | $4.2M | Add +15.9% |
| GRBK Green Brick Partners Inc. | 0.25% | 50,417 | $4.2M | Add +1.4% |
| EXAS Exact Sciences Corp. | 0.25% | 61,756 | $4.2M | Reduce -14.0% |
| XYLD Global X S&P 500 Cove Call E | 0.25% | 100,231 | $4.2M | Add +60.2% |
| PPA Invesco Aerospace & Defense | 0.24% | 34,795 | $4.0M | Add +4.7% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 6,278 | $3.9M | Add +0.2% |
| JNJ Johnson & Johnson | 0.23% | 23,542 | $3.8M | Add +0.6% |
| IVE iShares S&P 500 Value ETF | 0.22% | 18,681 | $3.7M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.22% | 21,628 | $3.7M | Add +8.2% |
| BLV Vanguard Long-Term Bond ETF | 0.21% | 47,432 | $3.6M | Add +822.8% |
| MU Micron Technology Inc. | 0.21% | 34,068 | $3.5M | Add +64.8% |
| MA Mastercard Inc. Class A | 0.21% | 7,110 | $3.5M | Reduce -14.7% |
| MO Altria Group Inc. | 0.21% | 68,684 | $3.5M | Add +175.0% |
| PG The Procter & Gamble Co. | 0.21% | 20,188 | $3.5M | Reduce -4.7% |
| ICF iShares Select U.S. REIT ETF | 0.21% | 52,259 | $3.4M | Reduce -1.5% |
| QTEC First Trust Nasdq 100 Tech I | 0.21% | 17,962 | $3.4M | Add +0.8% |
| KWY Kingsway Corp. | 0.21% | 414,493 | $3.4M | Add +0.2% |
| XLV SS Health Care Select Sector | 0.20% | 22,135 | $3.4M | Add +26.1% |
| AMT American Tower Corp. | 0.20% | 14,473 | $3.4M | Add +130.0% |
| IEF iShares 7-10 Year Treasury B | 0.20% | 33,836 | $3.3M | Add +24.4% |
| RTX RTX Corp. | 0.20% | 27,346 | $3.3M | Reduce -5.2% |
| ABT Abbott Laboratories | 0.19% | 28,211 | $3.2M | Add +2.0% |
Lines left out (6) · $118 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| IYC iShares US Consumer Discreti | US CONSUM DISCRE | 0 | $43 |
| JNK SS SPDR BB High Yield Bond | ST BLOO HIGH ETF | 0 | $43 |
| IYW iShares Ustechnology ETF | U.S. TECH ETF | 0 | $14 |
| XYL Xylem Inc. | COM | 0 | $12 |
| PFFD Global X US Preferred ETF | US PFD ETF | 0 | $5 |
| RISR Foliobe Altr In&in H ETF-Usd | FOLI AL RATE ETF | 0 | $1 |
Filed with a value but no share or principal amount (a cash line, a holding rounded to 0 shares), so they are kept out of the holdings, totals and percentages.
Total filed on the 13F, all lines: $1.7B.
Portfolio Sells Q2 2024 → Q3 2024
| NVDA Nvidia Corp. | Reduce -7.3% | 2.63% | −0.72 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.8% | 3.22% | −0.64 |
| AAPL Apple Inc. | Reduce -5.7% | 4.78% | −0.55 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -40.3% | 0.17% | −0.28 |
| AMD Advanced Micro Devices | Reduce -66.2% | 0.11% | −0.27 |
| GOOGL Alphabet Inc. Class A | Reduce -5.3% | 0.62% | −0.22 |
| PMAR Innovator U.S. Equity Power | Reduce -88.2% | 0.03% | −0.22 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -25.9% | 0.43% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -27.6% | 0.38% | −0.21 |
| SMH Vaneck Semiconductor ETF | Reduce -49.1% | 0.11% | −0.16 |
| MDY State Street SPDR S&P Midcap | Reduce -65.8% | 0.07% | −0.16 |
| XOM Exxon Mobil Corp. | Reduce -15.3% | 0.41% | −0.14 |
| BMAR Innovator U.S. Equity Buffer | Sold out | 0.00% | −0.14 |
| CVX Chevron Corp. | Reduce -29.7% | 0.18% | −0.14 |
| SBUX Starbucks Corp. | Reduce -64.7% | 0.08% | −0.14 |
| GOOG Alphabet Inc. Class C | Reduce -1.8% | 0.45% | −0.14 |
| PANW Palo Alto Networks Inc. | Reduce -63.4% | 0.06% | −0.13 |
| GHTA Goose Hollow Tactical Alloc | Reduce -7.5% | 0.75% | −0.12 |
| AGM Federal Agric MTG Corp. Class C | Reduce -55.3% | 0.08% | −0.12 |
| SOXX iShares Semiconductor ETF | Sold out | 0.00% | −0.11 |
| WBA Walgreens Boots Alliance Inc. | Reduce -78.4% | 0.02% | −0.10 |
| VUSB Vanguard Ultra Short Bond Et | Reduce -50.3% | 0.08% | −0.10 |
| JPST JPMorgan Ultra-Short Income | Reduce -75.5% | 0.03% | −0.10 |
| LLY Eli Lilly & Co. | Reduce -13.2% | 0.26% | −0.10 |
| PULS Pgim Ultra Short Bond ETF | Reduce -6.5% | 0.40% | −0.10 |
| IVW iShares S&P 500 Growth ETF | Reduce -3.1% | 0.58% | −0.09 |
| XLB SS Materials Select Sector | Reduce -67.1% | 0.04% | −0.09 |
| JD Jd.com Inc.-ADR | Sold out | 0.00% | −0.09 |
| MRO Marathon Oil Corp. | Reduce -35.3% | 0.09% | −0.08 |
| OKTA Okta Inc. | Sold out | 0.00% | −0.08 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -9.4% | 0.31% | −0.08 |
| XLC SS Comm Select Sector SPDR | Reduce -53.8% | 0.06% | −0.08 |
| NBIX Neurocrine Biosciences Inc. | Sold out | 0.00% | −0.08 |
| VT Vanguard Tot World STK ETF | Reduce -8.6% | 0.38% | −0.08 |
| UTF Cohen & Steers Infrastructur | Reduce -82.0% | 0.02% | −0.08 |
| PFE Pfizer Inc. | Reduce -5.7% | 0.39% | −0.08 |
| SCHO Schwab Short-Term US Treas | Reduce -55.1% | 0.05% | −0.07 |
| SCTXX Schwab Amt Tax FR MNY-Ultra | Sold out | 0.00% | −0.07 |
| LPLA LPL Financial Holdings Inc. | Sold out | 0.00% | −0.07 |
| UTES Virtus Reaves Utilities ETF | Sold out | 0.00% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -28.9% | 0.10% | −0.07 |
| TEUCRIUM WHEAT FUND | Sold out | 0.00% | −0.07 |
| BA The Boeing Co. | Reduce -16.7% | 0.09% | −0.06 |
| IDXX Idexx Laboratories Inc. | Sold out | 0.00% | −0.06 |
| PDBC Invesco Optimum Yield Divers | Reduce -82.7% | 0.01% | −0.06 |
| GCOW Pacer Global Cash Cows Divid | Reduce -28.0% | 0.12% | −0.06 |
| OMFL Invesco Russell 1000 DYN M/F | Sold out | 0.00% | −0.06 |
| FTCS First Trust Capital Strength | Reduce -37.4% | 0.05% | −0.06 |
| DLTR Dollar Tree Inc. | Sold out | 0.00% | −0.06 |
| CSTM Constellium SE | Reduce -77.0% | 0.01% | −0.06 |
Portfolio Buys Q2 2024 → Q3 2024
| TLT iShares 20+ Year Treasury BD | Add +2412.4% | 1.07% | +1.02 |
| IVV iShares Core S&P 500 ETF | Add +101.3% | 0.93% | +0.42 |
| DIA SS SPDR Dow Jones Indus Avg | Add +1689.5% | 0.41% | +0.39 |
| USFR Wisdomtree Floating Rate Tre | Add +470.1% | 0.39% | +0.31 |
| SPLV Invesco S&P 500 Low Volatili | New | 0.26% | +0.26 |
| SPAB SS SPDR P Agg Bond ETF | Add +479.9% | 0.30% | +0.25 |
| TIP iShares Tips Bond ETF | Add +338.0% | 0.32% | +0.24 |
| EFA iShares MSCI Eafe ETF | Add +119.4% | 0.44% | +0.22 |
| VCIT Vanguard Int-Term Corporate | Add +69.0% | 0.58% | +0.20 |
| BLV Vanguard Long-Term Bond ETF | Add +822.8% | 0.21% | +0.19 |
| PAPR Innovator U.S. Equity Power | Add +113.1% | 0.40% | +0.19 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | New | 0.19% | +0.19 |
| XLG Invesco S&P 500 Top 50 ETF | Add +1280.0% | 0.19% | +0.17 |
| IWC iShares Micro-Cap ETF | New | 0.17% | +0.17 |
| PSQ Proshares Short QQQ | New | 0.16% | +0.16 |
| RSEE Rareview Systematic Equity | Add +17.4% | 1.87% | +0.15 |
| GSY Invesco Ultra Short Duration | New | 0.14% | +0.14 |
| TSLA Tesla Inc. | Add +14.4% | 0.59% | +0.14 |
| ICSH iShares Ultra Short Duration | Add +763.3% | 0.16% | +0.13 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +321.6% | 0.18% | +0.13 |
| MO Altria Group Inc. | Add +175.0% | 0.21% | +0.13 |
| IGM iShares Expanded Tech Sector | Add +47.0% | 0.57% | +0.13 |
| BAPR Innovator U.S. Equity Buffer | New | 0.12% | +0.12 |
| XLRE SS Real Estate Select Sector | New | 0.12% | +0.12 |
| AMT American Tower Corp. | Add +130.0% | 0.20% | +0.12 |
| PYPL PayPal Holdings Inc. | Add +206.9% | 0.16% | +0.12 |
| AGG iShares Core U.S. Aggregate | Add +192.7% | 0.18% | +0.11 |
| AVGO Broadcom Inc. | Add +48.9% | 0.37% | +0.10 |
| URNM Sprott Uranium Miners ETF | New | 0.10% | +0.10 |
| AXP American Express Co. | Add +223.9% | 0.14% | +0.10 |
| CCI Crown Castle Inc. | Add +170.6% | 0.15% | +0.09 |
| GLD SPDR Gold Shares | Add +34.6% | 0.36% | +0.09 |
| OZ Belpointe Prep LLC Class A | Add +4.7% | 1.24% | +0.08 |
| HD Home Depot Inc. | Add +27.5% | 0.36% | +0.08 |
| PLTR Palantir Technologies Inc. Class A | Add +59.5% | 0.16% | +0.08 |
| QYLD Global X Nasd 100 Cov Call | Add +49.0% | 0.33% | +0.08 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +112.7% | 0.15% | +0.08 |
| PDD PDD Holdings Inc. | Add +51872.2% | 0.08% | +0.08 |
| EWW iShares MSCI Mexico ETF | New | 0.07% | +0.07 |
| VZ Verizon Communications Inc. | Add +43.7% | 0.29% | +0.07 |
| TM Toyota Motor Corp. -Spon ADR | New | 0.07% | +0.07 |
| XYLD Global X S&P 500 Cove Call E | Add +60.2% | 0.25% | +0.07 |
| EFX Equifax Inc. | New | 0.07% | +0.07 |
| IBIT iShares Bitcoin Trust ETF | Add +276.3% | 0.09% | +0.07 |
| XSMO Invesco S&P Smallcap Momentu | Add +89.0% | 0.15% | +0.07 |
| FTLS First Trust Long/Short Eqty | Add +19.8% | 0.32% | +0.07 |
| FMHI First Trust Municipal High I | New | 0.06% | +0.06 |
| SNAV Mohr Sector Nav ETF | Add +26.3% | 0.53% | +0.06 |
| STIP iShares 0-5 Year Tips Bond E | Add +105.2% | 0.14% | +0.06 |
| IJH iShares Core S&P Midcap ETF | Add +24.6% | 0.50% | +0.06 |
Notes & Other Activity Q2 2024 → Q3 2024
| PENNYMAC CORP (PMT 5.5 11/01/24) | NOTE 5.500%11/0 · principal | Sold out | 95,000 | $95Kbefore exit |
| US TREASURY N/B (T 0.375 12/31/25) | FIX | Sold out | 5,000 | $5Kbefore exit |
| IYC iShares US Consumer Discreti | US CONSUM DISCRE | New | 0 | $43 |
| JNK SS SPDR BB High Yield Bond | ST BLOO HIGH ETF | New | 0 | $43 |
| IYW iShares Ustechnology ETF | U.S. TECH ETF | Reduce -100.0% | 0 | $14 |
| XYL Xylem Inc. | COM | New | 0 | $12 |
| PFFD Global X US Preferred ETF | US PFD ETF | New | 0 | $5 |
| RISR Foliobe Altr In&in H ETF-Usd | FOLI AL RATE ETF | Reduce -100.0% | 0 | $1 |
| B Barrick Gold Corp. | COM | Reduce -100.0% | 0 | $0 |
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 | 1,120 | $3.1B | QQQ, SPY, NVDA, AAPL, NDOW |
| Q1 2026 | 1,065 | $2.7B | SPY, QQQ, AAPL, NVDA, PLGI |
| Q4 2025 | 1,018 | $2.8B | NOW, SPY, QQQ, NVDA, AAPL |
| Q3 2025 | 980 | $2.6B | NOW, NVDA, QQQ, SPY, AAPL |
| Q2 2025 | 934 | $2.4B | NOW, NVDA, QQQ, SPY, AAPL |
| Q1 2025 | 913 | $1.9B | SGOV, AAPL, SPY, QQQ, NVDA |
| Q4 2024 | 849 | $1.7B | AAPL, SPY, QQQ, NVDA, NDOW |
| Q3 2024 | 921 | $1.7B | AAPL, SPY, QQQ, NVDA, NDOW |
| Q2 2024 | 847 | $1.4B | AAPL, SPY, QQQ, NVDA, MSFT |
| Q1 2024 | 783 | $1.3B | AAPL, SPY, QQQ, NVDA, MSFT |