Bill Few Associates, Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 16, 2024), Bill Few Associates, Inc. reported 173 stock positions worth $260.5 million. Its top holding was Apple (AAPL) at 7.6% of the portfolio, followed by Microsoft (MSFT, 7.0%) and Nvidia (NVDA, 5.1%). Compared with Q1 2024, it opened 12 new positions, sold out of 8, added to 75 and reduced 54. The biggest buy was a new position in Kraft Heinz (KHC) and the biggest sale an exit from Corning (GLW).

Most Recent 13F
Q2 2026
Location
SEWICKLEY, PA
CIK
0001914644
Portfolio Value
$260.5M (Q2 2024)
SEC Filing
0001172661-24-002793 ↗ filed Jul 16, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $246.5M Q1 2024 Q2 2024: $260.5M $260.5M Q2 2024 Q3 2024: $281.8M Q3 2024 Q4 2024: $284.5M Q4 2024 Q1 2025: $279.8M Q1 2025 Q2 2025: $353.2M Q2 2025 Q3 2025: $388.2M Q3 2025 Q4 2025: $406.3M Q4 2025 Q1 2026: $416.9M Q1 2026 Q2 2026: $467.8M Q2 2026

Holdings 173 stocks · $260.5M
AAPL Apple Inc. 7.64% 94,468 $19.9M Reduce -1.6%
MSFT Microsoft Corp. 6.96% 40,561 $18.1M Add +0.3%
NVDA Nvidia Corp. 5.10% 107,448 $13.3M Reduce -15.3%
GOOG Alphabet Inc. Class C 2.78% 39,457 $7.2M Reduce -2.6%
JPM JPMorgan Chase & Co. 2.64% 33,965 $6.9M Reduce -2.6%
ORCL Oracle Corp. 2.45% 45,282 $6.4M Reduce -3.2%
TJX TJX Companies Inc. filed as TJX COS INC NEW 2.37% 56,049 $6.2M Reduce -5.2%
ABBV Abbvie Inc. 2.26% 34,291 $5.9M Reduce -1.1%
XOM Exxon Mobil Corp. 2.05% 46,339 $5.3M Reduce -1.6%
PG The Procter & Gamble Co. 2.00% 31,598 $5.2M Reduce -1.1%
HD Home Depot Inc. 1.88% 14,239 $4.9M Reduce -0.8%
BX Blackstone Inc. 1.75% 36,783 $4.6M Reduce -2.9%
CVX Chevron Corp. 1.65% 27,561 $4.3M Reduce -0.7%
BRK.B Berkshire Hathaway Inc. Class B 1.58% 10,122 $4.1M Add +0.8%
PEP Pepsico Inc. 1.56% 24,622 $4.1M Add +1.1%
AXP American Express Co. 1.51% 16,998 $3.9M Reduce -2.9%
ROK Rockwell Automation Inc. 1.47% 13,947 $3.8M Reduce -0.4%
COR Cencora Inc. 1.47% 16,988 $3.8M Reduce -1.9%
VZ Verizon Communications Inc. 1.46% 92,116 $3.8M Add +2.1%
ABT Abbott Laboratories 1.41% 35,448 $3.7M Add +0.6%
HON Honeywell International Inc. 1.26% 15,417 $3.3M Reduce -1.6%
ADP Automatic Data Processing 1.22% 13,263 $3.2M Reduce -2.3%
AMT American Tower Corp. 1.19% 15,978 $3.1M Reduce -4.8%
VOO Vanguard S&P 500 ETF 1.18% 6,162 $3.1M Add +32.2%
KHC The Kraft Heinz Co. 1.11% 89,840 $2.9M New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 1.11% 87,534 $2.9M Add +39.4%
AVY Avery Dennison Corp. 1.09% 13,030 $2.8M Reduce -1.7%
D Dominion Energy Inc. 1.04% 55,153 $2.7M Add +7.1%
ETN Eaton Corp. PLC 1.00% 8,288 $2.6M Reduce -6.5%
SPMD SS SPDR P S&P 400 Midcap ETF 0.99% 50,511 $2.6M Add +30.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.98% 14,709 $2.5M Add +360.4%
UGI Ugi Corp. 0.97% 110,079 $2.5M Add +0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.92% 24,196 $2.4M Add +0.2%
PFE Pfizer Inc. 0.90% 83,832 $2.3M Add +1.5%
AMAT Applied Materials Inc. 0.89% 9,860 $2.3M New
LLY Eli Lilly & Co. 0.83% 2,381 $2.2M Reduce -4.9%
CGXU Cap Group Intl Focus filed as CAPITAL GROUP INTL FOCUS EQT 0.75% 76,141 $2.0M Add +30.4%
GOOGL Alphabet Inc. Class A 0.74% 10,646 $1.9M Add +1.0%
PNC PNC Financial Services Group 0.70% 11,780 $1.8M Add +0.4%
BDX Becton Dickinson and Co. 0.66% 7,389 $1.7M Add +4.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.65% 3,095 $1.7M No change
USB US Bancorp 0.65% 42,332 $1.7M Reduce -3.3%
MRK Merck & Co. Inc. 0.64% 13,565 $1.7M Add +13.0%
SBUX Starbucks Corp. 0.64% 21,330 $1.7M Add +0.1%
AMZN Amazon.com Inc. 0.63% 8,490 $1.6M Add +0.5%
SPSM SS SPDR P S&P 600 Small Cap 0.62% 38,814 $1.6M Add +47.7%
JNPR Juniper Networks Inc. 0.61% 43,393 $1.6M Reduce -1.2%
WMT Walmart Inc. 0.53% 20,499 $1.4M Add +3.4%
PYPL PayPal Holdings Inc. 0.52% 23,486 $1.4M Reduce -1.8%
JNJ Johnson & Johnson 0.52% 9,220 $1.3M Reduce -0.4%
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT 0.52% 45,581 $1.3M New
FNB FNB Corp. 0.48% 91,892 $1.3M Add +12.6%
BRK.A Berkshire Hathaway Inc. Class A 0.47% 2 $1.2M No change
VTI VG Morningstar TS MKT ETF-US 0.46% 4,522 $1.2M No change
V Visa Inc. Class A 0.46% 4,567 $1.2M Reduce -2.9%
IVV iShares Core S&P 500 ETF 0.44% 2,079 $1.1M Add +8.7%
PPG PPG Industries Inc. 0.43% 8,977 $1.1M Add +0.4%
IWR iShares Russell Mid-Cap ETF 0.42% 13,566 $1.1M No change
MDY State Street SPDR S&P Midcap 0.41% 1,983 $1.1M No change
MCD McDonald's Corp. 0.39% 4,031 $1.0M Add +0.3%
SPYG SS SPDR P S&P 500 Growth ETF 0.36% 11,692 $937K Add +166.3%
SLYV SS SPDR S&P 600 SC Val ETF 0.35% 11,553 $905K Add +3.1%
FIGB Fidelity Invest GRD BND ETF 0.35% 21,312 $904K Add +102.9%
INTC Intel Corp. 0.32% 27,186 $842K Reduce -4.9%
SYK Stryker Corp. 0.32% 2,456 $836K Add +1.1%
CAT Caterpillar Inc. 0.32% 2,490 $829K Reduce -9.8%
SPDW Ste STR SPDR PT DW Eu ETF 0.30% 22,292 $782K Add +88.7%
PM Philip Morris International 0.29% 7,357 $745K Reduce -2.0%
WM Waste Management Inc. 0.28% 3,476 $742K No change
CSCO Cisco Systems Inc. 0.28% 15,580 $740K Reduce -0.8%
IWM iShares Russell 2000 ETF 0.28% 3,615 $733K No change
MRSH Marsh & McLennan Cos 0.26% 3,173 $669K Add +0.7%
TSLA Tesla Inc. 0.26% 3,367 $666K Add +18.4%
TSM Taiwan Semiconductor-SP ADR 0.25% 3,790 $659K No change
RJF Raymond James Financial Inc. 0.25% 5,195 $642K Reduce -4.6%
T AT&T Inc. 0.24% 33,166 $634K Reduce -37.9%
VLO Valero Energy Corp. 0.24% 3,984 $625K Add +2.9%
JPRE JPMorgan Realty Income ETF 0.23% 13,874 $612K Add +0.9%
IJH iShares Core S&P Midcap ETF 0.23% 10,376 $607K Reduce -8.2%
MO Altria Group Inc. 0.23% 13,193 $601K Reduce -27.6%
COST Costco Wholesale Corp. 0.23% 705 $599K Reduce -1.7%
CGGR Cap Group Growth Equity 0.23% 17,895 $589K Add +15.2%
QQQ Invesco QQQ Trust Series 1 0.23% 1,225 $587K Add +3.1%
JCPI JP Morgan Inflation MGD Bond 0.22% 12,348 $577K Reduce -52.6%
CGUS Cap Group Core Equity filed as CAPITAL GROUP CORE EQUITY ET 0.22% 17,822 $575K Add +2.2%
KMB Kimberly-Clark Corp. 0.21% 4,045 $559K No change
DE Deere & Co. 0.21% 1,443 $539K Add +1.1%
MDYG SS SPDR S&P 400 MC GR ETF 0.21% 6,401 $538K Add +9.0%
UNP Union Pacific Corp. 0.21% 2,375 $537K Add +1.8%
CCI Crown Castle Inc. 0.20% 5,301 $518K Reduce -0.2%
MDYV SS SPDR S&P 400 MC Val ETF 0.20% 7,087 $517K Add +8.2%
AMGN Amgen Inc. 0.20% 1,646 $514K Add +0.4%
DUK Duke Energy Corp. 0.20% 5,075 $509K Reduce -0.1%
META Meta Platforms Inc. Class A 0.19% 1,005 $507K Add +43.6%
CMCSA Comcast Corp. Class A 0.19% 12,702 $497K Add +4.0%
UNH Unitedhealth Group Inc. 0.19% 969 $493K Reduce -4.9%
NUE Nucor Corp. 0.19% 3,086 $488K Add +2.8%
GE General Electric filed as GE AEROSPACE 0.19% 3,053 $485K Add +38.5%
NVO Novo-Nordisk A/S-Spons ADR 0.18% 3,350 $478K Add +13.6%
NEE Nextera Energy Inc. 0.18% 6,746 $478K Add +5.7%
GPC Genuine Parts Co. 0.18% 3,358 $464K No change
CGCB Cap Group Core Bond 0.17% 17,532 $453K New
SO The Southern Co. 0.17% 5,714 $443K Add +6.3%
KO The Coca-Cola Co. 0.17% 6,911 $440K Add +1.2%
LEGG MASON ETF INVT 0.17% 21,578 $430K Add +1.9%
MPC Marathon Petroleum Corp. 0.16% 2,431 $422K No change
SHEL Shell PLC-ADR 0.16% 5,746 $415K No change
BSMQ Invesco Bulletshares 2026 MB 0.16% 17,462 $410K Add +32.3%
VEU Vanguard Ftse All-World Ex-U 0.16% 6,931 $406K Reduce -8.7%
DOV Dover Corp. 0.16% 2,245 $405K No change
BMY Bristol-Myers Squibb Co. 0.15% 9,705 $403K Add +1.1%
BSMR Invesco Bulletshares 2027 MB 0.15% 17,119 $402K Add +33.1%
RTX RTX Corp. 0.15% 3,968 $398K Add +1.1%
BSMS Invesco Bulletshares 2028 MB 0.15% 17,142 $398K Add +33.5%
DFAS Dimensional US Small Cap ETF 0.15% 6,573 $395K No change
BA The Boeing Co. 0.15% 2,128 $387K Reduce -14.1%
PPL PPL Corp. 0.14% 13,578 $375K Reduce -0.4%
FLMI Franklin Dynamic Municipal B 0.14% 15,302 $373K No change
LMT Lockheed Martin Corp. 0.14% 798 $373K Reduce -0.5%
CGMU Cap Group Municipal Income 0.14% 13,674 $367K No change
WSBC Wesbanco Inc. 0.14% 13,089 $365K Add +1.6%
NFLX Netflix Inc. 0.14% 539 $364K Add +2.3%
GD General Dynamics Corp. 0.13% 1,202 $349K No change
MMM 3M Co. 0.13% 3,363 $344K Reduce -1.6%
SCHB Schwab US Broad Market ETF 0.13% 5,324 $335K No change
LRCX Lam Research Corp. 0.13% 310 $330K Reduce -13.2%
UPS United Parcel Service Class B 0.12% 2,280 $312K Reduce -4.8%
SPYV SS SPDR P S&P 500 Value ETF 0.12% 6,365 $310K Add +40.8%
TMO Thermo Fisher Scientific Inc. 0.12% 553 $306K No change
ANSS Ansys Inc. 0.12% 950 $305K No change
BSSX Invesco Bulletshares 2033 MB 0.12% 11,590 $300K Add +50.3%
FDX FedEx Corp. 0.11% 998 $299K Add +6.7%
BSMW Invesco Bulletshares 2032 MB 0.11% 11,825 $298K Add +50.5%
PSA Public Storage 0.11% 1,034 $297K No change
ADM Archer-Daniels-Midland Co. 0.11% 4,632 $280K Reduce -1.0%
WINN Harbor Long-Term Growers ETF 0.10% 10,771 $272K Add +3.0%
QCOM Qualcomm Inc. 0.10% 1,356 $270K No change
TROW T Rowe Price Group Inc. filed as PRICE T ROWE GROUP INC 0.10% 2,341 $270K Add +21.8%
FITB Fifth Third Bancorp 0.10% 7,365 $269K No change
FCF First Commonwealth Finl Corp. 0.10% 19,147 $264K Reduce -0.5%
NSC Norfolk Southern Corp. 0.10% 1,229 $264K Add +6.9%
GIS General Mills Inc. 0.10% 4,148 $262K Reduce -0.8%
WFC Wells Fargo & Co. 0.10% 4,370 $260K Reduce -6.2%
IP International Paper Co. 0.10% 5,953 $257K No change
GILD Gilead Sciences Inc. 0.10% 3,720 $255K Add +15.5%
OGN Organon & Co. 0.10% 12,218 $253K Add +5.3%
MDLZ Mondelez International Inc. Class A 0.10% 3,829 $251K Reduce -9.2%
EFA iShares MSCI Eafe ETF 0.09% 3,113 $244K No change
EW Edwards Lifesciences Corp. 0.09% 2,628 $243K Add +9.2%
DOW Dow Inc. 0.09% 4,547 $241K Reduce -0.6%
VEA Vanguard Ftse Developed ETF 0.09% 4,860 $240K No change
COIN Coinbase Global Inc. Class A 0.09% 1,077 $239K Add +16.9%
PNR Pentair PLC 0.09% 3,078 $236K Reduce -8.3%
EMR Emerson Electric Co. 0.09% 2,110 $232K Reduce -1.9%
CAG Conagra Brands Inc. 0.09% 8,150 $232K Add +0.7%
CSX CSX Corp. 0.09% 6,751 $226K Add +6.1%
CEG Constellation Energy 0.09% 1,123 $225K New
DD Dupont DE Nemours Inc. 0.09% 2,783 $224K Add +0.6%
PSLV Sprott Physical Silver Trust 0.08% 22,150 $220K No change
BCPC Balchem Corp. 0.08% 1,425 $219K No change
BSMO Invesco Bulletshares 2024 MB 0.08% 8,838 $219K No change
OKE Oneok Inc. 0.08% 2,668 $218K No change
BSMP Invesco Bulletshares 2025 MB 0.08% 8,813 $214K No change
SLYG SS SPDR S&P 600 SC GR ETF 0.08% 2,453 $211K New
PANW Palo Alto Networks Inc. 0.08% 620 $210K New
MA Mastercard Inc. Class A 0.08% 464 $205K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.08% 3,384 $203K New
LOW Lowe's Cos Inc. 0.08% 917 $202K No change
BSMV Invesco Bulletshares 2031 MB 0.08% 9,605 $201K New
BSMU Invesco Bulletshares 2030 MB 0.08% 9,240 $201K New
BSMT Invesco Bulletshares 2029 MB 0.08% 8,770 $201K New
F Ford Motor Co. filed as FORD MTR CO DEL 0.05% 10,308 $129K Add +2.3%
AGNC AGNC Investment Corp. 0.01% 12,470 $16K Add +0.8%

Portfolio Sells Q1 2024 → Q2 2024
GLW Corning Inc. Sold out 0.00% −1.05
HD Home Depot Inc. Reduce -0.8% 1.88% −0.35
ABBV Abbvie Inc. Reduce -1.1% 2.26% −0.30
JCPI JP Morgan Inflation MGD Bond Reduce -52.6% 0.22% −0.27
BX Blackstone Inc. Reduce -2.9% 1.75% −0.27
COR Cencora Inc. Reduce -1.9% 1.47% −0.24
JPM JPMorgan Chase & Co. Reduce -2.6% 2.64% −0.20
INTC Intel Corp. Reduce -4.9% 0.32% −0.19
ROK Rockwell Automation Inc. Reduce -0.4% 1.47% −0.18
XOM Exxon Mobil Corp. Reduce -1.6% 2.05% −0.17
ADP Automatic Data Processing Reduce -2.3% 1.22% −0.16
AMT American Tower Corp. Reduce -4.8% 1.19% −0.15
USB US Bancorp Reduce -3.3% 0.65% −0.15
T AT&T Inc. Reduce -37.9% 0.24% −0.14
NVT Nvent Electric PLC Sold out 0.00% −0.13
ETN Eaton Corp. PLC Reduce -6.5% 1.00% −0.13
PYPL PayPal Holdings Inc. Reduce -1.8% 0.52% −0.13
CVX Chevron Corp. Reduce -0.7% 1.65% −0.12
AVY Avery Dennison Corp. Reduce -1.7% 1.09% −0.11
AXP American Express Co. Reduce -2.9% 1.51% −0.11
PG The Procter & Gamble Co. Reduce -1.1% 2.00% −0.10
LHX L3HARRIS Technologies Inc. Sold out 0.00% −0.09
MO Altria Group Inc. Reduce -27.6% 0.23% −0.09
CAT Caterpillar Inc. Reduce -9.8% 0.32% −0.09
COP Conocophillips Sold out 0.00% −0.09
NKE Nike Inc. Class B Sold out 0.00% −0.09
BAC Bank of America Corp. Sold out 0.00% −0.08
EXC Exelon Corp. Sold out 0.00% −0.08
ERIE Erie Indemnity Company Class A Sold out 0.00% −0.08
JNJ Johnson & Johnson Reduce -0.4% 0.52% −0.08
V Visa Inc. Class A Reduce -2.9% 0.46% −0.07
TJX TJX Companies Inc. Reduce -5.2% 2.37% −0.06
JNPR Juniper Networks Inc. Reduce -1.2% 0.61% −0.05
IJH iShares Core S&P Midcap ETF Reduce -8.2% 0.23% −0.05
BA The Boeing Co. Reduce -14.1% 0.15% −0.05
HON Honeywell International Inc. Reduce -1.6% 1.26% −0.04
RJF Raymond James Financial Inc. Reduce -4.6% 0.25% −0.04
CSCO Cisco Systems Inc. Reduce -0.8% 0.28% −0.03
CCI Crown Castle Inc. Reduce -0.2% 0.20% −0.03
PNR Pentair PLC Reduce -8.3% 0.09% −0.03
UPS United Parcel Service Class B Reduce -4.8% 0.12% −0.02
VEU Vanguard Ftse All-World Ex-U Reduce -8.7% 0.16% −0.02
MDLZ Mondelez International Inc. Class A Reduce -9.2% 0.10% −0.02
GIS General Mills Inc. Reduce -0.8% 0.10% −0.02
MMM 3M Co. Reduce -1.6% 0.13% −0.02
UNH Unitedhealth Group Inc. Reduce -4.9% 0.19% −0.02
DOW Dow Inc. Reduce -0.6% 0.09% −0.01
LRCX Lam Research Corp. Reduce -13.2% 0.13% −0.01
ADM Archer-Daniels-Midland Co. Reduce -1.0% 0.11% −0.01
WFC Wells Fargo & Co. Reduce -6.2% 0.10% −0.01

Portfolio Buys Q1 2024 → Q2 2024
KHC The Kraft Heinz Co. New 1.11% +1.11
AMAT Applied Materials Inc. New 0.89% +0.89
IBM Intl Business Machines Corp. Add +360.4% 0.98% +0.73
CGGO Cap Group Global Growth New 0.52% +0.52
CGDV Cap Group Dividend Value Add +39.4% 1.11% +0.28
VOO Vanguard S&P 500 ETF Add +32.2% 1.18% +0.27
SPYG SS SPDR P S&P 500 Growth ETF Add +166.3% 0.36% +0.23
CGCB Cap Group Core Bond New 0.17% +0.17
FIGB Fidelity Invest GRD BND ETF Add +102.9% 0.35% +0.17
SPSM SS SPDR P S&P 600 Small Cap Add +47.7% 0.62% +0.16
SPMD SS SPDR P S&P 400 Midcap ETF Add +30.5% 0.99% +0.16
CGXU Cap Group Intl Focus Add +30.4% 0.75% +0.14
SPDW Ste STR SPDR PT DW Eu ETF Add +88.7% 0.30% +0.13
TSLA Tesla Inc. Add +18.4% 0.26% +0.12
GOOGL Alphabet Inc. Class A Add +1.0% 0.74% +0.10
CEG Constellation Energy New 0.09% +0.09
SLYG SS SPDR S&P 600 SC GR ETF New 0.08% +0.08
PANW Palo Alto Networks Inc. New 0.08% +0.08
MA Mastercard Inc. Class A New 0.08% +0.08
BNY Bank of New York Mellon Corp. New 0.08% +0.08
BSMV Invesco Bulletshares 2031 MB New 0.08% +0.08
BSMU Invesco Bulletshares 2030 MB New 0.08% +0.08
BSMT Invesco Bulletshares 2029 MB New 0.08% +0.08
MSFT Microsoft Corp. Add +0.3% 6.96% +0.06
META Meta Platforms Inc. Class A Add +43.6% 0.19% +0.06
WMT Walmart Inc. Add +3.4% 0.53% +0.05
BSSX Invesco Bulletshares 2033 MB Add +50.3% 0.12% +0.03
BSMW Invesco Bulletshares 2032 MB Add +50.5% 0.11% +0.03
BSMQ Invesco Bulletshares 2026 MB Add +32.3% 0.16% +0.03
BSMR Invesco Bulletshares 2027 MB Add +33.1% 0.15% +0.03
BSMS Invesco Bulletshares 2028 MB Add +33.5% 0.15% +0.03
NVO Novo-Nordisk A/S-Spons ADR Add +13.6% 0.18% +0.03
GE General Electric Add +38.5% 0.19% +0.03
IVV iShares Core S&P 500 ETF Add +8.7% 0.44% +0.03
SPYV SS SPDR P S&P 500 Value ETF Add +40.8% 0.12% +0.03
CGGR Cap Group Growth Equity Add +15.2% 0.23% +0.02
NEE Nextera Energy Inc. Add +5.7% 0.18% +0.02
FNB FNB Corp. Add +12.6% 0.48% +0.02
SO The Southern Co. Add +6.3% 0.17% +0.01
AMZN Amazon.com Inc. Add +0.5% 0.63% +0.01
QQQ Invesco QQQ Trust Series 1 Add +3.1% 0.23% +0.01
D Dominion Energy Inc. Add +7.1% 1.04% +0.01
NFLX Netflix Inc. Add +2.3% 0.14% +0.01
OGN Organon & Co. Add +5.3% 0.10% +0.01
TROW T Rowe Price Group Inc. Add +21.8% 0.10% +0.01
AMGN Amgen Inc. Add +0.4% 0.20% +0.01
FDX FedEx Corp. Add +6.7% 0.11% +0.01
WINN Harbor Long-Term Growers ETF Add +3.0% 0.10% +0.01
GILD Gilead Sciences Inc. Add +15.5% 0.10% +0.00
MRK Merck & Co. Inc. Add +13.0% 0.64% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 225$467.8MJMTG, AAPL, NVDA, MSFT, GOOG
Q1 2026 211$416.9MJMTG, AAPL, NVDA, MSFT, GOOG
Q4 2025 196$406.3MJMTG, AAPL, MSFT, NVDA, GOOG
Q3 2025 201$388.2MJMTG, AAPL, MSFT, NVDA, ORCL
Q2 2025 194$353.2MJMTG, MSFT, AAPL, NVDA, ORCL
Q1 2025 174$279.8MAAPL, MSFT, NVDA, JPM, ABBV
Q4 2024 174$284.5MAAPL, MSFT, NVDA, JPM, GOOG
Q3 2024 178$281.8MAAPL, MSFT, NVDA, ORCL, JPM
Q2 2024 173$260.5MAAPL, MSFT, NVDA, GOOG, JPM
Q1 2024 169$246.5MMSFT, AAPL, NVDA, JPM, ABBV