Callahan Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Callahan Advisors, LLC reported 168 stock positions worth $1.2 billion. Its top holding was Meta Platforms Class A (META) at 6.4% of the portfolio, followed by Alphabet Class C (GOOG, 5.7%) and Microsoft (MSFT, 5.5%). Compared with Q2 2025, it opened 3 new positions, sold out of 8, added to 74 and reduced 65. The biggest buy was Alphabet Class C (GOOG, shares +1%) and the biggest sale Meta Platforms Class A (META, shares −0%).

Most Recent 13F
Q2 2026
Location
Houston, TX
CIK
0001395055
Portfolio Value
$1.2B (Q3 2025)
SEC Filing
0001140361-25-039992 ↗ filed Oct 31, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $953.5M Q1 2024 Q2 2024: $961.8M Q2 2024 Q3 2024: $1.0B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.0B Q1 2025 Q2 2025: $1.1B Q2 2025 Q3 2025: $1.2B $1.2B Q3 2025 Q4 2025: $1.2B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 168 stocks · $1.2B
META Meta Platforms Inc. Class A 6.35% 101,876 $74.8M Reduce -0.5%
GOOG Alphabet Inc. Class C 5.67% 274,314 $66.8M Add +0.7%
MSFT Microsoft Corp. 5.49% 124,703 $64.6M Add +0.1%
AMZN Amazon.com Inc. 4.18% 224,006 $49.2M Add +1.2%
AAPL Apple Inc. 3.16% 146,065 $37.2M Reduce -2.8%
BN Brookfield Corp. 2.77% 476,156 $32.7M Reduce -1.0%
JPM JPMorgan Chase & Co. 2.62% 97,813 $30.9M Reduce -1.2%
BRK.B Berkshire Hathaway Inc. Class B 2.52% 58,900 $29.6M Add +0.9%
NVDA Nvidia Corp. 2.49% 157,306 $29.4M Add +5.4%
CB Chubb Ltd. 2.29% 95,597 $27.0M Add +2.0%
CAT Caterpillar Inc. 2.20% 54,385 $25.9M Reduce -1.4%
NEE Nextera Energy Inc. 2.09% 325,925 $24.6M Add +8.7%
BKNG Booking Holdings Inc. 2.08% 4,540 $24.5M Add +1.9%
JNJ Johnson & Johnson 1.95% 123,728 $22.9M Add +0.2%
PEP Pepsico Inc. 1.65% 137,913 $19.4M Add +5.7%
EQT Eqt Corp. 1.60% 346,981 $18.9M Add +10.6%
PFE Pfizer Inc. 1.54% 713,797 $18.2M Add +6.5%
SYK Stryker Corp. 1.54% 48,895 $18.1M Reduce -0.6%
MA Mastercard Inc. Class A 1.50% 30,977 $17.6M Add +8.7%
MCD McDonald's Corp. 1.50% 57,959 $17.6M Reduce -0.2%
UNH Unitedhealth Group Inc. 1.46% 49,672 $17.2M Add +3.0%
PG The Procter & Gamble Co. 1.39% 106,840 $16.4M Add +0.7%
FDX FedEx Corp. 1.32% 66,142 $15.6M Reduce -3.0%
WMT Walmart Inc. 1.32% 150,514 $15.5M Reduce -3.2%
AMAT Applied Materials Inc. 1.31% 75,555 $15.5M Reduce -1.5%
XOM Exxon Mobil Corp. 1.30% 136,230 $15.4M Reduce -4.2%
LOW Lowe's Cos Inc. 1.28% 60,090 $15.1M Reduce -1.0%
LLY Eli Lilly & Co. 1.21% 18,694 $14.3M Add +4.0%
CVX Chevron Corp. 1.14% 86,715 $13.5M Reduce -2.0%
ASML ASML Holding NV-NY Reg SHS 1.06% 12,881 $12.5M Add +8.2%
STE Steris PLC 1.03% 48,804 $12.1M Add +2.1%
FTNT Fortinet Inc. 0.98% 137,796 $11.6M Add +1.9%
ABT Abbott Laboratories 0.97% 85,033 $11.4M Add +0.9%
URI United Rentals Inc. 0.92% 11,296 $10.8M Reduce -2.5%
EXP Eagle Materials Inc. 0.89% 45,208 $10.5M Add +0.8%
CTVA Corteva Inc. 0.86% 149,539 $10.1M Reduce -0.3%
ADBE Adobe Inc. 0.83% 27,669 $9.8M Add +19.2%
ETN Eaton Corp. PLC 0.83% 26,017 $9.7M Add +9.9%
CRM Salesforce Inc. 0.81% 40,419 $9.6M Add +22.1%
KMI Kinder Morgan Inc. 0.81% 337,099 $9.5M Reduce -6.4%
DY Dycom Industries Inc. 0.81% 32,571 $9.5M Reduce -6.6%
PAYX Paychex Inc. 0.80% 73,882 $9.4M Reduce -0.7%
TSM Taiwan Semiconductor-SP ADR 0.75% 31,595 $8.8M Add +23.6%
IQV Iqvia Holdings Inc. 0.73% 45,113 $8.6M Add +3.8%
WELL Welltower Inc. 0.69% 45,797 $8.2M Add +3.1%
CNI Canadian Natl Railway Co. 0.62% 78,010 $7.4M Reduce -26.9%
GOOGL Alphabet Inc. Class A 0.61% 29,494 $7.2M Reduce -6.4%
T AT&T Inc. 0.59% 245,211 $6.9M Reduce -12.7%
CAH Cardinal Health Inc. 0.58% 43,350 $6.8M Reduce -9.1%
CTAS Cintas Corp. 0.57% 32,902 $6.8M Reduce -0.9%
CVS CVS Health Corp. 0.57% 88,808 $6.7M Add +15.9%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.52% 53,787 $6.2M Reduce -4.1%
WTW Willis Towers Watson PLC 0.52% 17,690 $6.1M Add +2.4%
ENB Enbridge Inc. 0.51% 120,065 $6.1M Add +1.5%
AXP American Express Co. 0.50% 17,828 $5.9M Add +0.0%
VRSK Verisk Analytics Inc. 0.44% 20,494 $5.2M Add +0.6%
ACN Accenture PLC Class A 0.44% 20,872 $5.1M Reduce -14.7%
STEL Stellar Bancorp Inc. 0.42% 162,733 $4.9M Add +0.0%
PLD Prologis Inc. 0.40% 40,978 $4.7M Add +10.6%
CSCO Cisco Systems Inc. 0.39% 66,921 $4.6M Reduce -0.4%
WDAY Workday Inc. Class A 0.35% 17,070 $4.1M Add +1.9%
TRI Thomson Reuters Corp. 0.35% 26,314 $4.1M No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.34% 115,783 $4.0M Reduce -7.7%
PAYC Paycom Software Inc. 0.33% 18,540 $3.9M Reduce -7.5%
NOW ServiceNow Inc. 0.30% 3,900 $3.6M Add +1.0%
NTRS Northern Trust Corp. 0.30% 26,553 $3.6M Add +5.9%
KO The Coca-Cola Co. 0.30% 53,840 $3.6M Add +0.1%
HD Home Depot Inc. 0.29% 8,468 $3.4M Add +0.4%
CFR Cullen/Frost Bankers Inc. 0.29% 26,997 $3.4M Add +1.9%
ENTG Entegris Inc. 0.27% 34,398 $3.2M Reduce -6.9%
V Visa Inc. Class A 0.27% 9,239 $3.2M No change
LAZ Lazard Inc. 0.26% 58,684 $3.1M Reduce -0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.26% 21,425 $3.1M Add +3.2%
BRK.A Berkshire Hathaway Inc. Class A 0.26% 4 $3.0M No change
HSY The Hershey Co. 0.25% 15,814 $3.0M Reduce -0.3%
ZTS Zoetis Inc. 0.23% 18,704 $2.7M Add +1.6%
EOG EOG Resources Inc. 0.23% 24,166 $2.7M Reduce -12.2%
SKWD Skyward Specialty Insurance 0.21% 53,032 $2.5M No change
RTX RTX Corp. 0.21% 14,875 $2.5M Add +0.0%
GD General Dynamics Corp. 0.21% 7,147 $2.4M No change
EPD Enterprise Products Partners 0.20% 77,048 $2.4M Reduce -7.9%
LMT Lockheed Martin Corp. 0.20% 4,709 $2.4M Add +0.3%
BHP BHP Group Ltd.-Spon ADR 0.20% 41,860 $2.3M Reduce -5.5%
DHR Danaher Corp. 0.20% 11,746 $2.3M Reduce -7.1%
UL Unilever PLC 0.19% 37,600 $2.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.19% 3,290 $2.2M Add +93.0%
DHI D.R. Horton Inc. 0.18% 12,501 $2.1M Add +3.6%
PM Philip Morris International 0.18% 12,905 $2.1M Add +0.5%
SCHB Schwab US Broad Market ETF 0.17% 78,338 $2.0M Add +20.1%
MRK Merck & Co. Inc. 0.17% 23,917 $2.0M Reduce -8.3%
FLOT iShares Floating Rate Bond E 0.17% 38,620 $2.0M Add +15.8%
BF.B Brown-Forman Corp. Class B 0.16% 71,649 $1.9M Reduce -17.3%
DEO Diageo PLC-Sponsored ADR 0.16% 19,143 $1.8M Add +5.2%
BFK BlackRock Municipal Inc. TRST 0.15% 179,326 $1.8M Reduce -3.1%
NKE Nike Inc. Class B 0.15% 24,528 $1.7M Reduce -13.3%
QSR Restaurant Brands Intern 0.14% 25,030 $1.6M No change
FE Firstenergy Corp. 0.13% 32,600 $1.5M No change
ABBV Abbvie Inc. 0.12% 5,909 $1.4M Add +3.0%
GPN Global Payments Inc. 0.11% 16,152 $1.3M Reduce -38.0%
KVUE Kenvue Inc. 0.11% 80,523 $1.3M New
UNP Union Pacific Corp. 0.11% 5,316 $1.3M Add +0.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.10% 4,359 $1.2M Reduce -26.3%
WM Waste Management Inc. 0.10% 5,488 $1.2M Add +0.2%
AVGO Broadcom Inc. 0.10% 3,518 $1.2M Reduce -0.7%
MAIN Main Street Capital Corp. 0.10% 17,946 $1.1M Add +5.2%
FISV Fiserv Inc. 0.10% 8,829 $1.1M Reduce -0.9%
BLE BlackRock Muni Inc. TR II 0.08% 94,642 $989K Reduce -13.8%
FRD Friedman Industries 0.08% 43,622 $955K Reduce -11.9%
SBUX Starbucks Corp. 0.08% 11,135 $942K Reduce -38.2%
RF Regions Financial Corp. 0.08% 33,700 $889K No change
FFIN First Finl Bankshares Inc. 0.07% 24,870 $837K No change
BIP Brookfield Infrastructure Pa 0.07% 25,376 $835K Add +0.4%
OKE Oneok Inc. 0.07% 11,028 $805K Reduce -5.5%
COP Conocophillips 0.07% 8,417 $796K Add +0.0%
ORCL Oracle Corp. 0.07% 2,763 $777K Reduce -39.4%
MO Altria Group Inc. 0.06% 11,263 $744K Add +0.6%
FANG Diamondback Energy Inc. 0.06% 5,081 $727K Reduce -2.2%
COST Costco Wholesale Corp. 0.06% 770 $713K Add +10.0%
CRGY Crescent Energy Inc. Class A 0.05% 72,405 $646K Add +19.0%
XMVTX BlackRock Munivest Fund II 0.05% 56,714 $603K Reduce -5.0%
DLTR Dollar Tree Inc. 0.04% 5,615 $530K Add +1.3%
NFLX Netflix Inc. 0.04% 438 $525K No change
REGN Regeneron Pharmaceuticals 0.04% 931 $524K Reduce -0.4%
BNS Bank of Nova Scotia filed as BANK NOVA SCOTIA HALIFAX 0.04% 7,785 $503K Add +32.2%
BMY Bristol-Myers Squibb Co. 0.04% 11,080 $500K Reduce -3.6%
IBOC International Bancshares CRP 0.04% 6,985 $480K No change
TSLA Tesla Inc. 0.04% 1,042 $463K Add +0.5%
XBKNX BlackRock Invest QLTY Muni 0.04% 40,709 $462K Reduce -0.0%
VOO Vanguard S&P 500 ETF 0.04% 750 $459K Add +0.1%
NUV Nuveen Municipal Value 0.04% 46,356 $416K Add +0.8%
IESC Ies Holdings Inc. filed as IES HLDGS INC 0.03% 1,000 $398K No change
LRCX Lam Research Corp. 0.03% 2,955 $396K Add +3.7%
ISRG Intuitive Surgical Inc. 0.03% 862 $386K Reduce -0.2%
PAA Plains All Amer Pipeline LP 0.03% 21,753 $371K Add +0.1%
QQQ Invesco QQQ Trust Series 1 0.03% 583 $350K Add +25.9%
GILD Gilead Sciences Inc. 0.03% 3,147 $349K Add +0.2%
VOX Vanguard Communication Servi 0.03% 1,750 $329K No change
TXN Texas Instruments Inc. 0.03% 1,788 $328K Add +0.3%
PSX Phillips 66 0.03% 2,296 $312K No change
EMR Emerson Electric Co. 0.03% 2,350 $308K Reduce -17.5%
O Realty Income Corp. 0.03% 4,925 $299K Add +2.6%
SSB Southstate Bank Corp. 0.03% 3,000 $297K No change
GLD SPDR Gold Shares 0.02% 805 $286K Add +1.9%
MMM 3M Co. 0.02% 1,826 $283K Reduce -24.3%
STZ Constellation Brands Inc. Class A 0.02% 2,069 $279K Reduce -0.7%
BX Blackstone Inc. 0.02% 1,630 $279K Add +0.2%
VHT Vanguard Health Care ETF 0.02% 1,061 $275K No change
PR Permian Resources Corp. Class A 0.02% 21,089 $270K Add +39.8%
ARCC Ares Capital Corp. 0.02% 13,200 $269K Reduce -24.1%
VCIT Vanguard Int-Term Corporate 0.02% 3,118 $262K Add +6.0%
SO The Southern Co. 0.02% 2,700 $256K No change
VTI VG Morningstar TS MKT ETF-US 0.02% 765 $251K Reduce -5.9%
GEV GE Vernova Inc. 0.02% 408 $251K No change
CADE Cadence Bank 0.02% 6,540 $246K No change
BRO Brown & Brown Inc. 0.02% 2,458 $231K No change
TRP TC Energy Corp. 0.02% 4,200 $229K No change
VGT Vanguard Info Tech ETF 0.02% 304 $227K No change
MRVL Marvell Technology Inc. 0.02% 2,700 $227K No change
GE General Electric filed as GE AEROSPACE 0.02% 736 $221K Reduce -26.1%
VIG Vanguard Dividend Apprec ETF 0.02% 1,011 $218K Reduce -11.2%
CRWD CrowdStrike Holdings Inc. Class A 0.02% 443 $217K No change
PAGP Plains GP Holdings LP 0.02% 11,600 $212K New
VZ Verizon Communications Inc. 0.02% 4,800 $211K New
DVN Devon Energy Corp. 0.02% 5,923 $208K Reduce -6.3%
CP Canadian Pacific Kansas City 0.02% 2,770 $206K Reduce -11.5%
ARLP Alliance Resource Partners 0.02% 8,000 $202K Reduce -32.2%
SLNG Stabilis Solutions Inc. 0.01% 28,182 $123K No change
REI Ring Energy Inc. 0.00% 28,061 $31K Reduce -6.7%

Portfolio Sells Q2 2025 → Q3 2025
META Meta Platforms Inc. Class A Reduce -0.5% 6.35% −0.44
CNI Canadian Natl Railway Co. Reduce -26.9% 0.62% −0.37
ACN Accenture PLC Class A Reduce -14.7% 0.44% −0.22
SYK Stryker Corp. Reduce -0.6% 1.54% −0.21
PAYX Paychex Inc. Reduce -0.7% 0.80% −0.18
CTVA Corteva Inc. Reduce -0.3% 0.86% −0.15
T AT&T Inc. Reduce -12.7% 0.59% −0.14
CAH Cardinal Health Inc. Reduce -9.1% 0.58% −0.14
KMI Kinder Morgan Inc. Reduce -6.4% 0.81% −0.14
MKTX Marketaxess Holdings Inc. Sold out 0.00% −0.11
DIS The Walt Disney Co. Reduce -4.1% 0.52% −0.10
CTAS Cintas Corp. Reduce -0.9% 0.57% −0.09
PAYC Paycom Software Inc. Reduce -7.5% 0.33% −0.09
XOM Exxon Mobil Corp. Reduce -4.2% 1.30% −0.07
GPN Global Payments Inc. Reduce -38.0% 0.11% −0.07
SBUX Starbucks Corp. Reduce -38.2% 0.08% −0.07
FDX FedEx Corp. Reduce -3.0% 1.32% −0.07
EOG EOG Resources Inc. Reduce -12.2% 0.23% −0.07
DOW Dow Inc. Sold out 0.00% −0.06
IBM Intl Business Machines Corp. Reduce -26.3% 0.10% −0.05
WMT Walmart Inc. Reduce -3.2% 1.32% −0.05
BF.B Brown-Forman Corp. Class B Reduce -17.3% 0.16% −0.04
SLB SLB Ltd. Reduce -7.7% 0.34% −0.04
FISV Fiserv Inc. Reduce -0.9% 0.10% −0.04
NKE Nike Inc. Class B Reduce -13.3% 0.15% −0.04
CSCO Cisco Systems Inc. Reduce -0.4% 0.39% −0.03
MCD McDonald's Corp. Reduce -0.2% 1.50% −0.03
EPD Enterprise Products Partners Reduce -7.9% 0.20% −0.03
DHR Danaher Corp. Reduce -7.1% 0.20% −0.03
ORCL Oracle Corp. Reduce -39.4% 0.07% −0.02
CRK Comstock Resources Inc. Sold out 0.00% −0.02
PANW Palo Alto Networks Inc. Sold out 0.00% −0.02
ICE Intercontinental Exchange Inc. Sold out 0.00% −0.02
BAC Bank of America Corp. Sold out 0.00% −0.02
AR Antero Resources Corp. Sold out 0.00% −0.02
OKE Oneok Inc. Reduce -5.5% 0.07% −0.02
MRK Merck & Co. Inc. Reduce -8.3% 0.17% −0.02
BLE BlackRock Muni Inc. TR II Reduce -13.8% 0.08% −0.01
IIM Invesco Value Municipal Inco Sold out 0.00% −0.01
ARCC Ares Capital Corp. Reduce -24.1% 0.02% −0.01
ARLP Alliance Resource Partners Reduce -32.2% 0.02% −0.01
ISRG Intuitive Surgical Inc. Reduce -0.2% 0.03% −0.01
MMM 3M Co. Reduce -24.3% 0.02% −0.01
EMR Emerson Electric Co. Reduce -17.5% 0.03% −0.01
STZ Constellation Brands Inc. Class A Reduce -0.7% 0.02% −0.01
BFK BlackRock Municipal Inc. TRST Reduce -3.1% 0.15% −0.01
BMY Bristol-Myers Squibb Co. Reduce -3.6% 0.04% −0.01
CP Canadian Pacific Kansas City Reduce -11.5% 0.02% −0.00
XMVTX BlackRock Munivest Fund II Reduce -5.0% 0.05% −0.00
GE General Electric Reduce -26.1% 0.02% −0.00

Portfolio Buys Q2 2025 → Q3 2025
GOOG Alphabet Inc. Class C Add +0.7% 5.67% +1.33
NVDA Nvidia Corp. Add +5.4% 2.49% +0.37
JNJ Johnson & Johnson Add +0.2% 1.95% +0.25
TSM Taiwan Semiconductor-SP ADR Add +23.6% 0.75% +0.23
NEE Nextera Energy Inc. Add +8.7% 2.09% +0.22
ASML ASML Holding NV-NY Reg SHS Add +8.2% 1.06% +0.20
IQV Iqvia Holdings Inc. Add +3.8% 0.73% +0.11
KVUE Kenvue Inc. New 0.11% +0.11
UNH Unitedhealth Group Inc. Add +3.0% 1.46% +0.10
PEP Pepsico Inc. Add +5.7% 1.65% +0.10
CVS CVS Health Corp. Add +15.9% 0.57% +0.09
SPY SS SPDR S&P 500 ETF Trust-US Add +93.0% 0.19% +0.09
PFE Pfizer Inc. Add +6.5% 1.54% +0.08
EXP Eagle Materials Inc. Add +0.8% 0.89% +0.08
WELL Welltower Inc. Add +3.1% 0.69% +0.08
ETN Eaton Corp. PLC Add +9.9% 0.83% +0.07
MA Mastercard Inc. Class A Add +8.7% 1.50% +0.06
PLD Prologis Inc. Add +10.6% 0.40% +0.05
WTW Willis Towers Watson PLC Add +2.4% 0.52% +0.04
DHI D.R. Horton Inc. Add +3.6% 0.18% +0.04
ENB Enbridge Inc. Add +1.5% 0.51% +0.03
TJX TJX Companies Inc. Add +3.2% 0.26% +0.03
SCHB Schwab US Broad Market ETF Add +20.1% 0.17% +0.03
ADBE Adobe Inc. Add +19.2% 0.83% +0.02
ABBV Abbvie Inc. Add +3.0% 0.12% +0.02
PAGP Plains GP Holdings LP New 0.02% +0.02
NTRS Northern Trust Corp. Add +5.9% 0.30% +0.02
VZ Verizon Communications Inc. New 0.02% +0.02
RTX RTX Corp. Add +0.0% 0.21% +0.02
FLOT iShares Floating Rate Bond E Add +15.8% 0.17% +0.01
BNS Bank of Nova Scotia Add +32.2% 0.04% +0.01
HD Home Depot Inc. Add +0.4% 0.29% +0.01
STEL Stellar Bancorp Inc. Add +0.0% 0.42% +0.01
TSLA Tesla Inc. Add +0.5% 0.04% +0.01
LRCX Lam Research Corp. Add +3.7% 0.03% +0.01
CRGY Crescent Energy Inc. Class A Add +19.0% 0.05% +0.01
QQQ Invesco QQQ Trust Series 1 Add +25.9% 0.03% +0.01
MAIN Main Street Capital Corp. Add +5.2% 0.10% +0.01
PR Permian Resources Corp. Class A Add +39.8% 0.02% +0.00
MO Altria Group Inc. Add +0.6% 0.06% +0.00
LMT Lockheed Martin Corp. Add +0.3% 0.20% +0.00
GLD SPDR Gold Shares Add +1.9% 0.02% +0.00
CRM Salesforce Inc. Add +22.1% 0.81% +0.00
BX Blackstone Inc. Add +0.2% 0.02% +0.00
VOO Vanguard S&P 500 ETF Add +0.1% 0.04% +0.00
O Realty Income Corp. Add +2.6% 0.03% +0.00
VCIT Vanguard Int-Term Corporate Add +6.0% 0.02% +0.00
COP Conocophillips Add +0.0% 0.07% −0.00
NUV Nuveen Municipal Value Add +0.8% 0.04% −0.00
GILD Gilead Sciences Inc. Add +0.2% 0.03% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 181$1.3BGOOG, META, AMZN, MSFT, AMAT
Q1 2026 177$1.2BGOOG, META, AMZN, MSFT, AAPL
Q4 2025 174$1.2BGOOG, META, MSFT, AMZN, AAPL
Q3 2025 168$1.2BMETA, GOOG, MSFT, AMZN, AAPL
Q2 2025 173$1.1BMETA, MSFT, AMZN, GOOG, AAPL
Q1 2025 162$1.0BMETA, MSFT, GOOG, AMZN, AAPL
Q4 2024 166$1.1BMETA, MSFT, GOOG, AMZN, AAPL
Q3 2024 144$1.0BMETA, MSFT, GOOG, AAPL, AMZN
Q2 2024 146$961.8MMETA, MSFT, GOOG, AMZN, AAPL
Q1 2024 144$953.5MMETA, MSFT, GOOG, AMZN, AAPL