Benjamin Edwards Inc.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Benjamin Edwards Inc. reported 1,415 stock positions worth $11.0 billion. Its top holding was Apple (AAPL) at 2.4% of the portfolio, followed by Microsoft (MSFT, 1.6%) and Nvidia (NVDA, 1.6%). Compared with Q1 2026, it opened 128 new positions, sold out of 64, added to 697 and reduced 536. The biggest buy was Nvidia (NVDA, shares +33%) and the biggest sale iShares 1-5Y Inv Grade (IGSB, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- Clayton, MO
- CIK
- 0001451623
- Portfolio Value
- $11.0B (Q2 2026)
- SEC Filing
- 0001451623-26-000004 ↗ filed Jul 24, 2026
Holdings Value
Holdings 1,415 stocks · $11.0B
| AAPL Apple Inc. | 2.45% | 926,035 | $268.0M | Reduce -3.3% |
| MSFT Microsoft Corp. | 1.62% | 474,527 | $177.1M | Add +17.0% |
| NVDA Nvidia Corp. | 1.55% | 849,108 | $169.9M | Add +32.8% |
| SPDW Ste STR SPDR PT DW Eu ETF | 1.54% | 3,357,208 | $169.2M | Reduce -13.4% |
| SPYG SS SPDR P S&P 500 Growth ETF | 1.43% | 1,320,719 | $157.2M | Reduce -4.0% |
| IUSG iShares Core S&P U.S. Growth | 1.42% | 825,427 | $155.3M | Add +4.8% |
| IUSV iShares Core S&P U.S. Value | 1.40% | 1,392,296 | $153.4M | Add +6.0% |
| SPYV SS SPDR P S&P 500 Value ETF | 1.32% | 2,375,737 | $144.4M | Add +19.9% |
| CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT | 1.31% | 4,137,049 | $143.2M | Add +1.5% |
| CGGR Cap Group Growth Equity | 1.18% | 2,733,600 | $129.0M | Add +3.8% |
| CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET | 1.15% | 2,837,703 | $126.2M | Add +3.0% |
| AVGO Broadcom Inc. | 1.14% | 331,195 | $125.1M | Add +26.6% |
| APH Amphenol Corp. Class A | 1.00% | 623,412 | $109.9M | Reduce -11.1% |
| SPMB SS SPDR P Mort Back Bond ETF | 0.98% | 4,813,580 | $107.4M | Reduce -25.1% |
| SCHF Schwab Intl Equity ETF | 0.96% | 3,779,494 | $104.7M | Add +6.1% |
| GLDM SPDR Gold Minishares Trust | 0.82% | 1,126,266 | $89.4M | Add +42.8% |
| GOOGL Alphabet Inc. Class A | 0.77% | 235,873 | $84.3M | Add +7.9% |
| TLH iShares 10-20 Year Treasury | 0.77% | 836,231 | $83.9M | Add +65.2% |
| ABBV Abbvie Inc. | 0.75% | 327,322 | $82.4M | Reduce -3.4% |
| VCIT Vanguard Int-Term Corporate | 0.74% | 980,080 | $81.0M | Add +3.3% |
| CGCB Cap Group Core Bond | 0.73% | 3,040,699 | $79.6M | Add +4.9% |
| CGCP Cap Group Core Plus Income | 0.70% | 3,438,056 | $76.6M | Add +6.2% |
| AMZN Amazon.com Inc. | 0.69% | 318,490 | $75.9M | Add +5.3% |
| TXN Texas Instruments Inc. | 0.69% | 254,168 | $75.8M | Reduce -12.1% |
| XOM Exxon Mobil Corp. | 0.67% | 534,042 | $73.0M | Reduce -8.7% |
| COST Costco Wholesale Corp. | 0.65% | 75,598 | $70.8M | Reduce -12.1% |
| HD Home Depot Inc. | 0.64% | 199,705 | $70.5M | Add +0.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.62% | 857,672 | $67.8M | Add +10.3% |
| WMT Walmart Inc. | 0.61% | 589,816 | $66.8M | Reduce -11.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.60% | 1,344,683 | $66.3M | Add +23.0% |
| WEC WEC Energy Group Inc. | 0.55% | 517,902 | $60.5M | Reduce -11.4% |
| AVLV Avantis US Large Cap Value | 0.54% | 651,701 | $59.4M | Add +0.6% |
| CGNG Cap Group New Geography Eq filed as CAPITAL GROUP NEW GEOGRAPHY | 0.54% | 1,578,663 | $59.1M | Add +17.7% |
| ATO Atmos Energy Corp. | 0.54% | 341,125 | $58.8M | Add +0.5% |
| MA Mastercard Inc. Class A | 0.52% | 111,091 | $57.1M | Reduce -8.4% |
| JPM JPMorgan Chase & Co. | 0.52% | 173,008 | $56.6M | Add +9.3% |
| CASY Casey's General Stores Inc. | 0.52% | 71,036 | $56.5M | Reduce -43.6% |
| BINV Brandes International ETF | 0.50% | 1,308,782 | $54.9M | Add +0.4% |
| WSO Watsco Inc. | 0.49% | 128,444 | $53.5M | Reduce -9.5% |
| TBIL F/M US Treasury 3 Month Bill | 0.48% | 1,065,523 | $53.1M | Add +3.2% |
| SCHH Schwab US REIT ETF | 0.48% | 2,229,955 | $52.8M | Add +6.2% |
| CTVA Corteva Inc. | 0.48% | 620,922 | $52.6M | Reduce -11.5% |
| CGGE Cap Group Global Eq filed as CAPITAL GROUP GLOBAL EQUITY | 0.48% | 1,490,362 | $52.5M | Add +14.8% |
| GOOG Alphabet Inc. Class C | 0.48% | 148,421 | $52.4M | Add +5.8% |
| QCOM Qualcomm Inc. | 0.47% | 281,215 | $52.0M | Reduce -14.5% |
| PG The Procter & Gamble Co. | 0.46% | 342,734 | $50.3M | Reduce -10.4% |
| CGHY Cap Group High Yield Bond | 0.46% | 1,975,806 | $50.0M | Add +0.0% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.46% | 1,314,820 | $49.9M | Add +39.6% |
| GQGU GQG US Equity ETF | 0.45% | 1,961,663 | $49.8M | Add +1.7% |
| CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT | 0.45% | 1,175,063 | $49.7M | Add +23.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.45% | 66,463 | $49.6M | Reduce -0.8% |
| VEA Vanguard Ftse Developed ETF | 0.45% | 687,056 | $49.0M | Add +20.5% |
| ADP Automatic Data Processing | 0.45% | 218,370 | $48.9M | Reduce -3.7% |
| META Meta Platforms Inc. Class A | 0.44% | 85,857 | $48.4M | Add +18.4% |
| SPHY SS SPDR P High Yield ETF | 0.44% | 2,042,877 | $47.9M | Add +35.4% |
| MCD McDonald's Corp. | 0.43% | 175,985 | $47.6M | Reduce -20.7% |
| VZ Verizon Communications Inc. | 0.43% | 1,122,959 | $47.5M | Reduce -9.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.43% | 64,334 | $47.4M | Add +9.5% |
| V Visa Inc. Class A | 0.43% | 136,468 | $46.8M | Add +12.8% |
| RSG Republic Services Inc. | 0.42% | 213,423 | $45.5M | Reduce -13.6% |
| CGDG Cap Group Dividend Growers filed as CAPITAL GROUP DIVIDEND GROWE | 0.41% | 1,193,341 | $44.8M | Add +29.1% |
| FLCG Fed Hermes Large Cap Growth | 0.41% | 1,333,932 | $44.4M | Reduce -0.3% |
| SNA Snap-on Inc. | 0.40% | 109,505 | $44.1M | Reduce -34.7% |
| SYK Stryker Corp. | 0.40% | 138,678 | $43.7M | Reduce -11.6% |
| SDY SS SPDR S&P Dividend ETF | 0.40% | 286,769 | $43.6M | Add +47.0% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.40% | 219,953 | $43.5M | Add +5.2% |
| TMUS T-Mobile US Inc. | 0.39% | 257,992 | $43.3M | Add +15.6% |
| CAT Caterpillar Inc. | 0.39% | 39,839 | $42.4M | Reduce -3.0% |
| CGSD Cap Group Short Duration | 0.38% | 1,616,748 | $41.6M | Add +0.1% |
| LRCX Lam Research Corp. | 0.38% | 95,651 | $41.5M | Reduce -26.9% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.38% | 135,119 | $41.4M | Add +4.7% |
| VRSK Verisk Analytics Inc. | 0.38% | 230,100 | $41.3M | Add +20.1% |
| JNJ Johnson & Johnson | 0.37% | 160,633 | $40.8M | Add +21.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.36% | 257,183 | $39.0M | Add +75.3% |
| NEE Nextera Energy Inc. | 0.35% | 437,768 | $38.4M | Add +13.2% |
| IEUR iShares Core MSCI Europe ETF | 0.35% | 507,004 | $38.1M | Reduce -2.6% |
| RDVY First Trust Rising Dividend | 0.35% | 468,651 | $38.0M | Add +1.9% |
| SHW The Sherwin-Williams Co. | 0.35% | 109,813 | $37.8M | Reduce -13.1% |
| IVV iShares Core S&P 500 ETF | 0.34% | 50,090 | $37.6M | Add +3.2% |
| PM Philip Morris International | 0.34% | 205,344 | $37.2M | Add +66.5% |
| ITW Illinois Tool Works | 0.34% | 136,389 | $36.9M | Reduce -11.0% |
| FTRB Fed Hermes TTL RTRN BND | 0.33% | 1,460,125 | $36.6M | Reduce -0.0% |
| VCLT Vanguard Long-Term Corp. Bond | 0.33% | 482,700 | $36.3M | Reduce -4.9% |
| XAGG Ev Income Opportunities ETF | 0.33% | 716,315 | $35.8M | Add +0.3% |
| AWK American Water Works Co. Inc. | 0.32% | 268,462 | $35.3M | Reduce -13.3% |
| FIXT TCW Core Plus Bond ETF | 0.32% | 932,852 | $35.3M | Reduce -3.1% |
| XLK SS Technology Select Sector | 0.32% | 184,805 | $35.2M | Add +11.3% |
| LLY Eli Lilly & Co. | 0.32% | 29,114 | $34.9M | Add +11.5% |
| GLD SPDR Gold Shares | 0.32% | 94,794 | $34.9M | Add +0.6% |
| MDLZ Mondelez International Inc. Class A | 0.32% | 597,029 | $34.5M | Add +16.9% |
| ECL Ecolab Inc. | 0.31% | 123,309 | $34.4M | Reduce -13.6% |
| XLE SS Energy Select Sector | 0.31% | 641,631 | $34.1M | Add +407.8% |
| HFSI Hartfor Strateg Income ETF-U | 0.31% | 968,502 | $34.1M | Reduce -0.3% |
| FAST Fastenal Co. | 0.30% | 690,958 | $33.2M | Reduce -11.8% |
| SHLD Global X Defense Tech ETF | 0.30% | 553,219 | $33.0M | Add +85.1% |
| CME Cme Group Inc. | 0.30% | 148,464 | $32.8M | Reduce -9.5% |
| UNH Unitedhealth Group Inc. | 0.30% | 77,966 | $32.4M | Add +17.2% |
| ADI Analog Devices Inc. | 0.29% | 80,749 | $32.1M | Reduce -10.2% |
| SPGI S&P Global Inc. | 0.29% | 78,506 | $32.0M | Reduce -14.6% |
| EQIX Equinix Inc. | 0.29% | 30,610 | $31.9M | Reduce -14.0% |
Options reported separately and not counted above: JPM puts ($8.2M), SOXX puts ($128K), HON puts ($22K), HON calls ($22K), NFLX calls ($21K), NOW calls ($20K), ITRI calls ($17K), CRWV calls ($10K), GDX calls ($8K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $476K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | 9,365 | $476K | New |
Total filed on the 13F, all lines: $11.0B.
Portfolio Sells Q1 2026 → Q2 2026
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -94.6% | 0.03% | −0.49 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -25.1% | 0.98% | −0.45 |
| CASY Casey's General Stores Inc. | Reduce -43.6% | 0.52% | −0.40 |
| ACN Accenture PLC Class A | Reduce -88.2% | 0.03% | −0.39 |
| HYBB iShares BB Rated Corp. Bond | Reduce -98.4% | 0.01% | −0.36 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -84.3% | 0.06% | −0.35 |
| XOM Exxon Mobil Corp. | Reduce -8.7% | 0.67% | −0.32 |
| TSCO Tractor Supply Company | Reduce -73.5% | 0.06% | −0.30 |
| MCD McDonald's Corp. | Reduce -20.7% | 0.43% | −0.25 |
| WMT Walmart Inc. | Reduce -11.8% | 0.61% | −0.22 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -13.4% | 1.54% | −0.22 |
| ZTS Zoetis Inc. | Reduce -61.7% | 0.06% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -12.1% | 0.65% | −0.21 |
| SNA Snap-on Inc. | Reduce -34.7% | 0.40% | −0.20 |
| INTU Intuit Inc. | Reduce -25.2% | 0.14% | −0.20 |
| VZ Verizon Communications Inc. | Reduce -9.4% | 0.43% | −0.18 |
| CME Cme Group Inc. | Reduce -9.5% | 0.30% | −0.18 |
| ABT Abbott Laboratories | Reduce -35.6% | 0.19% | −0.17 |
| IBTJ iShares Ibonds Dec 2029 Term | Reduce -95.9% | 0.01% | −0.17 |
| TRI Thomson Reuters Corp. | Reduce -18.7% | 0.26% | −0.13 |
| RSG Republic Services Inc. | Reduce -13.6% | 0.42% | −0.12 |
| WEC WEC Energy Group Inc. | Reduce -11.4% | 0.55% | −0.12 |
| SYK Stryker Corp. | Reduce -11.6% | 0.40% | −0.11 |
| EOG EOG Resources Inc. | Reduce -12.1% | 0.29% | −0.11 |
| CTVA Corteva Inc. | Reduce -11.5% | 0.48% | −0.10 |
| NDAQ Nasdaq Inc. | Reduce -14.1% | 0.28% | −0.10 |
| MSI Motorola Solutions Inc. | Reduce -15.5% | 0.29% | −0.10 |
| SPGI S&P Global Inc. | Reduce -14.6% | 0.29% | −0.10 |
| AWK American Water Works Co. Inc. | Reduce -13.3% | 0.32% | −0.10 |
| JKHY Jack Henry & Associates Inc. | Reduce -19.2% | 0.17% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -10.4% | 0.46% | −0.09 |
| BR Broadridge Financial Solutio | Reduce -11.8% | 0.19% | −0.09 |
| MAA Mid-America Apartment Comm | Reduce -97.8% | 0.00% | −0.09 |
| CVX Chevron Corp. | Reduce -5.0% | 0.19% | −0.08 |
| MA Mastercard Inc. Class A | Reduce -8.4% | 0.52% | −0.08 |
| CRM Salesforce Inc. | Reduce -27.1% | 0.10% | −0.08 |
| STE Steris PLC | Reduce -14.4% | 0.22% | −0.07 |
| XLC SS Comm Select Sector SPDR | Reduce -37.2% | 0.09% | −0.07 |
| OMC Omnicom Group | Reduce -72.1% | 0.02% | −0.07 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -17.3% | 0.21% | −0.07 |
| ECL Ecolab Inc. | Reduce -13.6% | 0.31% | −0.06 |
| CTAS Cintas Corp. | Reduce -12.8% | 0.26% | −0.06 |
| AJG Arthur J Gallagher & Co. | Reduce -15.8% | 0.28% | −0.06 |
| ITW Illinois Tool Works | Reduce -11.0% | 0.34% | −0.06 |
| MDYG SS SPDR S&P 400 MC GR ETF | Reduce -95.8% | 0.00% | −0.06 |
| FMF First Trust Managed Futures | Reduce -94.8% | 0.00% | −0.06 |
| FAST Fastenal Co. | Reduce -11.8% | 0.30% | −0.06 |
| SHW The Sherwin-Williams Co. | Reduce -13.1% | 0.35% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -2.2% | 0.18% | −0.06 |
| REGL Prshrs S&P Mid 400 DVD Arist | Reduce -61.8% | 0.03% | −0.06 |
Portfolio Buys Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Add +32.8% | 1.55% | +0.44 |
| AVGO Broadcom Inc. | Add +26.6% | 1.14% | +0.34 |
| TLH iShares 10-20 Year Treasury | Add +65.2% | 0.77% | +0.26 |
| XLE SS Energy Select Sector | Add +407.8% | 0.31% | +0.23 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +19.9% | 1.32% | +0.20 |
| IUSG iShares Core S&P U.S. Growth | Add +4.8% | 1.42% | +0.20 |
| IBTQ iShares Ibonds Dec 2035 TT | Add +867.7% | 0.22% | +0.20 |
| LNT Alliant Energy Corp. | Add +375.7% | 0.20% | +0.16 |
| VPL Vanguard Ftse Pacific ETF | New | 0.15% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +7.9% | 0.77% | +0.14 |
| CGDV Cap Group Dividend Value | Add +23.0% | 0.60% | +0.14 |
| CGGO Cap Group Global Growth | Add +23.7% | 0.45% | +0.14 |
| PM Philip Morris International | Add +66.5% | 0.34% | +0.14 |
| CGBL Cap Group Core Balanced | Add +39.6% | 0.46% | +0.13 |
| CGGR Cap Group Growth Equity | Add +3.8% | 1.18% | +0.12 |
| MSFT Microsoft Corp. | Add +17.0% | 1.62% | +0.12 |
| TJX TJX Companies Inc. | Add +75.3% | 0.36% | +0.12 |
| LALT FT MLT-Strat Alternative ETF | New | 0.12% | +0.12 |
| CGNG Cap Group New Geography Eq | Add +17.7% | 0.54% | +0.12 |
| UNH Unitedhealth Group Inc. | Add +17.2% | 0.30% | +0.12 |
| SDY SS SPDR S&P Dividend ETF | Add +47.0% | 0.40% | +0.12 |
| CGXU Cap Group Intl Focus | Add +1.5% | 1.31% | +0.11 |
| GLW Corning Inc. | Add +21.0% | 0.20% | +0.10 |
| XLK SS Technology Select Sector | Add +11.3% | 0.32% | +0.10 |
| XLI SS Industrial Select Sector | Add +212.6% | 0.14% | +0.10 |
| CGUS Cap Group Core Equity | Add +3.0% | 1.15% | +0.10 |
| QQQ Invesco QQQ Trust Series 1 | Add +9.5% | 0.43% | +0.10 |
| CSCO Cisco Systems Inc. | Add +32.0% | 0.21% | +0.09 |
| IBM Intl Business Machines Corp. | Add +40.2% | 0.28% | +0.09 |
| SHLD Global X Defense Tech ETF | Add +85.1% | 0.30% | +0.09 |
| GLDM SPDR Gold Minishares Trust | Add +42.8% | 0.82% | +0.09 |
| SPHY SS SPDR P High Yield ETF | Add +35.4% | 0.44% | +0.09 |
| EMR Emerson Electric Co. | Add +158.3% | 0.14% | +0.09 |
| CGGE Cap Group Global Eq | Add +14.8% | 0.48% | +0.09 |
| CGMM Cap Group Small and Mid Cap | Add +50.0% | 0.24% | +0.09 |
| TEL Te Connectivity PLC | Add +324.9% | 0.11% | +0.08 |
| VEA Vanguard Ftse Developed ETF | Add +20.5% | 0.45% | +0.08 |
| LLY Eli Lilly & Co. | Add +11.5% | 0.32% | +0.08 |
| SF Stifel Financial Corp. | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +5.8% | 0.48% | +0.08 |
| CGDG Cap Group Dividend Growers | Add +29.1% | 0.41% | +0.08 |
| SCHF Schwab Intl Equity ETF | Add +6.1% | 0.96% | +0.08 |
| AMZN Amazon.com Inc. | Add +5.3% | 0.69% | +0.07 |
| BAC Bank of America Corp. | Add +37.1% | 0.21% | +0.07 |
| MRK Merck & Co. Inc. | Add +36.4% | 0.26% | +0.07 |
| IUSV iShares Core S&P U.S. Value | Add +6.0% | 1.40% | +0.06 |
| V Visa Inc. Class A | Add +12.8% | 0.43% | +0.06 |
| RTX RTX Corp. | Add +58.4% | 0.21% | +0.06 |
| CGIC Cap Group Intl Core Eq | Add +317.5% | 0.08% | +0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.4% | 0.27% | +0.06 |
Options Activity Q1 2026 → Q2 2026
| JPM JPMorgan Chase & Co. | put | Add +284.6% | 25,000 | $8.2M |
| KO The Coca-Cola Co. | put | Sold out | 5,000 | $380Kbefore exit |
| SOXX iShares Semiconductor ETF | put | New | 200 | $128K |
| HON Honeywell International Inc. | put | New | 100 | $22K |
| HON Honeywell International Inc. | call | New | 100 | $22K |
| NFLX Netflix Inc. | call | New | 300 | $21K |
| NOW ServiceNow Inc. | call | New | 200 | $20K |
| ITRI Itron Inc. | call | New | 200 | $17K |
| CRWV Coreweave Inc. Class A | call | New | 100 | $10K |
| GDX Vaneck Gold Miners ETF | call | New | 100 | $8K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2026 → Q2 2026
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | New | 9,365 | $476K |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | Sold out | 44,090 | $306before exit |
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 | 1,415 | $11.0B | AAPL, MSFT, NVDA, SPDW, SPYG |
| Q1 2026 | 1,349 | $10.1B | AAPL, SPDW, MSFT, SPMB, SPYG |
| Q4 2025 | 1,304 | $9.0B | AAPL, MSFT, SPDW, SPYG, SPMB |
| Q3 2025 | 1,285 | $8.8B | AAPL, MSFT, SPDW, SPMB, NVDA |
| Q2 2025 | 1,143 | $7.9B | AAPL, MSFT, SPMB, SPDW, TLH |
| Q1 2025 | 1,075 | $7.2B | AAPL, MSFT, XMHQ, SPMB, IUSV |
| Q4 2024 | 1,101 | $7.0B | AAPL, MSFT, XMHQ, MDYG, SPMB |
| Q3 2024 | 1,082 | $6.9B | AAPL, MSFT, XMHQ, HYBB, MDYG |
| Q2 2024 | 722 | $519.7M | NVDA, MSFT, AAPL, COST, AMZN |
| Q1 2024 | 716 | $503.2M | NVDA, MSFT, AAPL, ACN, COST |