Cordatus Wealth Management LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), Cordatus Wealth Management LLC reported 161 stock positions worth $432.5 million. Its top holding was iShares Russell 1000 Value E (IWD) at 7.9% of the portfolio, followed by Apple (AAPL, 6.1%) and Microsoft (MSFT, 5.3%). Compared with Q3 2025, it opened 9 new positions, sold out of 9, added to 67 and reduced 65. The biggest buy was a new position in iShares Russell 1000 Value E (IWD) and the biggest sale iShares Russell 1000 Growth (IWF, shares −85%).

Most Recent 13F
Q2 2026
Location
NEWTOWN, PA
CIK
0001715862
Portfolio Value
$432.5M (Q4 2025)
SEC Filing
0001715862-26-000001 ↗ filed Jan 26, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $138.0M Q1 2024 Q2 2024: $266.7M Q2 2024 Q3 2024: $278.4M Q3 2024 Q4 2024: $379.1M Q4 2024 Q1 2025: $364.4M Q1 2025 Q2 2025: $406.5M Q2 2025 Q3 2025: $424.1M Q3 2025 Q4 2025: $432.5M $432.5M Q4 2025 Q1 2026: $420.2M Q1 2026 Q2 2026: $455.3M Q2 2026

Holdings 161 stocks · $432.5M
IWD iShares Russell 1000 Value E 7.91% 162,675 $34.2M New
AAPL Apple Inc. 6.07% 96,571 $26.3M Reduce -1.3%
MSFT Microsoft Corp. 5.33% 47,684 $23.1M Add +1.1%
AVGO Broadcom Inc. 4.83% 60,393 $20.9M Reduce -1.4%
GOOG Alphabet Inc. Class C 3.68% 50,709 $15.9M Add +0.4%
NVDA Nvidia Corp. 3.67% 85,038 $15.9M Reduce -2.0%
JPM JPMorgan Chase & Co. 2.72% 36,454 $11.7M Reduce -0.3%
WMT Walmart Inc. 2.08% 80,669 $9.0M Reduce -0.4%
IJS iShares S&P Small-Cap 600 Va 2.06% 78,224 $8.9M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 1.81% 11,453 $7.8M Reduce -29.5%
AMZN Amazon.com Inc. 1.70% 31,843 $7.3M Add +2.9%
QQQ Invesco QQQ Trust Series 1 1.63% 11,448 $7.0M Reduce -4.8%
JNJ Johnson & Johnson 1.55% 32,299 $6.7M Add +0.2%
IWF iShares Russell 1000 Growth 1.43% 13,059 $6.2M Reduce -84.7%
META Meta Platforms Inc. Class A 1.40% 9,148 $6.0M Reduce -3.1%
IJK iShares S&P Mid-Cap 400 Grow 1.32% 58,897 $5.7M New
CRM Salesforce Inc. 1.30% 21,189 $5.6M Add +1.1%
MCD McDonald's Corp. 1.21% 17,142 $5.2M Add +0.1%
GE General Electric filed as GE AEROSPACE 1.21% 16,963 $5.2M Reduce -0.3%
COST Costco Wholesale Corp. 1.18% 5,927 $5.1M Add +40.8%
LLY Eli Lilly & Co. 1.09% 4,371 $4.7M Reduce -0.5%
C Citigroup Inc. 1.08% 39,933 $4.7M Reduce -0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.07% 84,248 $4.6M Add +0.6%
PFF iShares Preferred & Income S 1.07% 149,084 $4.6M Reduce -0.4%
USMV iShares MSCI USA Min Vol Fac 1.06% 48,708 $4.6M Add +1.3%
V Visa Inc. Class A 0.98% 12,144 $4.3M Add +1.9%
PG The Procter & Gamble Co. 0.91% 27,508 $3.9M Reduce -0.3%
ABBV Abbvie Inc. 0.88% 16,605 $3.8M Add +0.0%
ADI Analog Devices Inc. 0.87% 13,875 $3.8M Reduce -0.1%
LIN Linde PLC 0.86% 8,769 $3.7M Reduce -0.1%
TSLA Tesla Inc. 0.86% 8,244 $3.7M Add +1.9%
ABT Abbott Laboratories 0.86% 29,578 $3.7M Add +2.7%
LOW Lowe's Cos Inc. 0.83% 14,898 $3.6M Reduce -0.1%
MA Mastercard Inc. Class A 0.82% 6,206 $3.5M Add +2.0%
MRK Merck & Co. Inc. 0.80% 32,723 $3.4M Reduce -1.3%
CAT Caterpillar Inc. 0.78% 5,867 $3.4M Reduce -0.1%
RTX RTX Corp. 0.76% 17,840 $3.3M Reduce -0.5%
BRK.B Berkshire Hathaway Inc. Class B 0.75% 6,443 $3.2M Add +1.3%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.73% 74,170 $3.2M No change
CVX Chevron Corp. 0.69% 19,547 $3.0M Add +0.5%
ITW Illinois Tool Works 0.69% 12,095 $3.0M Add +0.4%
SPYV SS SPDR P S&P 500 Value ETF 0.69% 52,166 $3.0M Add +2.1%
SHW The Sherwin-Williams Co. 0.68% 9,117 $3.0M Reduce -4.9%
NEE Nextera Energy Inc. 0.67% 36,092 $2.9M Add +0.2%
VCIT Vanguard Int-Term Corporate 0.67% 34,570 $2.9M Add +17.3%
HD Home Depot Inc. 0.66% 8,334 $2.9M Add +0.5%
NFLX Netflix Inc. 0.66% 30,527 $2.9M No change
ACN Accenture PLC Class A 0.65% 10,423 $2.8M Add +8.6%
CSCO Cisco Systems Inc. 0.65% 36,229 $2.8M Add +0.2%
CWB SS SPDR BB Conv Sec ETF 0.62% 30,151 $2.7M Add +16.4%
AMGN Amgen Inc. 0.62% 8,158 $2.7M Add +0.3%
PEP Pepsico Inc. 0.60% 18,205 $2.6M Reduce -0.1%
ADP Automatic Data Processing 0.58% 9,781 $2.5M Add +0.2%
EMR Emerson Electric Co. 0.56% 18,127 $2.4M Reduce -1.0%
JNK SS SPDR BB High Yield Bond 0.56% 24,708 $2.4M Add +20.6%
XLRE SS Real Estate Select Sector 0.55% 58,742 $2.4M Add +0.5%
SPGI S&P Global Inc. 0.54% 4,438 $2.3M Reduce -1.1%
BLK BlackRock Inc. 0.53% 2,154 $2.3M Add +0.2%
ATO Atmos Energy Corp. 0.53% 13,654 $2.3M Add +0.1%
PAYX Paychex Inc. 0.52% 19,880 $2.2M Add +0.2%
LHX L3HARRIS Technologies Inc. 0.49% 7,292 $2.1M Add +0.1%
IWP iShares Russell Mid-Cap Grow 0.43% 13,485 $1.8M Reduce -4.7%
APD Air Products & Chemicals Inc. 0.42% 7,432 $1.8M Reduce -1.6%
SBUX Starbucks Corp. 0.42% 21,751 $1.8M Reduce -0.7%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.41% 15,453 $1.8M Add +1.1%
UNP Union Pacific Corp. 0.40% 7,432 $1.7M Add +1.6%
CB Chubb Ltd. 0.39% 5,358 $1.7M Add +0.1%
TSM Taiwan Semiconductor-SP ADR 0.37% 5,240 $1.6M Reduce -1.9%
CEG Constellation Energy 0.35% 4,245 $1.5M Reduce -0.4%
HON Honeywell International Inc. 0.33% 7,422 $1.4M Add +2.3%
GOOGL Alphabet Inc. Class A 0.33% 4,580 $1.4M Add +5.2%
KO The Coca-Cola Co. 0.31% 19,296 $1.3M Add +2.5%
AFL Aflac Inc. 0.30% 11,817 $1.3M Add +0.2%
CSL Carlisle Cos Inc. 0.28% 3,749 $1.2M Add +7.2%
AMT American Tower Corp. 0.26% 6,486 $1.1M Reduce -0.2%
NKE Nike Inc. Class B 0.26% 17,591 $1.1M Add +0.5%
ASML ASML Holding NV-NY Reg SHS 0.24% 955 $1.0M Reduce -0.7%
VONG Vanguard Russell 1000 Growth 0.21% 7,485 $911K Reduce -0.7%
XOM Exxon Mobil Corp. 0.21% 7,427 $894K Add +1.4%
HSBC HSBC Holdings PLC-Spons ADR filed as HSBC HLDGS PLC 0.21% 11,315 $890K Reduce -4.7%
BSCS Invesco Bulletshares 2028 CB 0.20% 43,034 $886K Add +15.9%
ZTS Zoetis Inc. 0.20% 6,980 $878K Reduce -27.0%
BSCU Invesco Bulletshares 2030 CB 0.19% 49,374 $835K New
BSCT Invesco Bulletshares 2029 CB 0.19% 43,744 $824K Add +16.4%
VIG Vanguard Dividend Apprec ETF 0.19% 3,744 $823K New
VOO Vanguard S&P 500 ETF 0.19% 1,312 $823K New
IHDG Wisdomtree International Hed 0.19% 16,906 $823K Add +7.6%
GS Goldman Sachs Group Inc. 0.19% 930 $817K Add +3.1%
WMB Williams Cos Inc. 0.19% 13,568 $815K Add +0.5%
RY Royal Bank of Canada 0.19% 4,733 $807K Reduce -4.4%
MANH Manhattan Associates Inc. 0.18% 4,459 $773K Reduce -14.1%
VTWO Vanguard Russell 2000 ETF 0.18% 7,715 $768K Add +8.2%
IYG iShares U.S. Financial Servi 0.18% 8,256 $762K No change
SAP Sap SE-Sponsored ADR 0.17% 3,111 $756K Reduce -3.9%
BRK.A Berkshire Hathaway Inc. Class A 0.17% 1 $755K No change
BSBR Banco Santander Brasil-ADS 0.17% 122,020 $746K Reduce -4.0%
NVS Novartis AG-Sponsored ADR 0.17% 5,274 $727K Reduce -3.9%
VTI VG Morningstar TS MKT ETF-US 0.16% 2,091 $701K No change
VST Vistra Corp. 0.16% 4,181 $674K Reduce -0.5%
SMFG Sumitomo Mitsui-Spons ADR 0.16% 34,710 $671K Reduce -3.9%
BSCR Invesco Bulletshares 2027 CB 0.15% 33,432 $660K Add +22.0%
MUFG Mitsubishi Ufj Finl-Spon ADR 0.15% 41,554 $659K Reduce -4.0%
BSCQ Invesco Bulletshares 2026 CB 0.15% 33,464 $655K Add +22.8%
IWR iShares Russell Mid-Cap ETF 0.14% 6,515 $627K Add +6.7%
VEA Vanguard Ftse Developed ETF 0.14% 9,977 $623K No change
RIO Rio Tinto PLC-Spon ADR 0.14% 7,778 $622K Reduce -3.8%
TM Toyota Motor Corp. -Spon ADR 0.14% 2,865 $613K Reduce -3.2%
DUK Duke Energy Corp. 0.14% 5,180 $607K Add +0.3%
BHP BHP Group Ltd.-Spon ADR 0.14% 10,033 $606K Reduce -3.4%
SONY Sony Group Corp. - SP ADR 0.14% 23,634 $605K Reduce -4.5%
UBS UBS Group AG-Reg 0.14% 12,737 $590K Reduce -3.0%
IWM iShares Russell 2000 ETF 0.13% 2,321 $571K New
SPOT Spotify Technology SA 0.13% 976 $567K Reduce -3.9%
PNC PNC Financial Services Group 0.13% 2,700 $564K No change
SO The Southern Co. 0.13% 6,425 $560K Add +0.6%
JBL Jabil Inc. 0.13% 2,428 $554K Reduce -0.2%
EFA iShares MSCI Eafe ETF 0.13% 5,748 $552K Reduce -42.0%
DGRW Wisdomtree U.S. Quality Divi 0.12% 5,822 $521K No change
UTHR United Therapeutics Corp. 0.12% 1,064 $518K Reduce -0.3%
EWBC East West Bancorp Inc. 0.12% 4,512 $507K Reduce -0.1%
UL Unilever PLC-Sponsored ADR 0.12% 7,629 $499K Reduce -5.0%
FXI iShares China Large-Cap ETF 0.11% 12,280 $470K No change
ADBE Adobe Inc. 0.11% 1,330 $465K No change
RSP Invesco S&P 500 Equal Weight 0.11% 2,419 $463K Add +115.0%
PREF Pri Spe Pre Sec Acti-Usd Inc. 0.10% 23,260 $444K New
RELX Relx PLC - Spon ADR 0.10% 10,712 $433K Reduce -4.1%
EME Emcor Group Inc. 0.10% 707 $432K Add +0.1%
COP Conocophillips 0.09% 4,352 $407K Reduce -31.3%
EOG EOG Resources Inc. 0.09% 3,877 $407K Reduce -32.9%
BP BP PLC-Spons ADR 0.09% 11,032 $383K Reduce -6.0%
SHEL Shell PLC-ADR 0.09% 5,181 $381K Reduce -5.8%
NBIX Neurocrine Biosciences Inc. 0.08% 2,583 $366K Add +0.2%
IWO iShares Russell 2000 Growth 0.08% 1,123 $363K Add +0.1%
RGA Reinsurance Group of America 0.08% 1,714 $349K Add +0.3%
RBA RB Global Inc. 0.08% 3,263 $336K Add +0.3%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.08% 4,912 $329K Add +0.3%
IXJ iShares Global Healthcare Et 0.08% 3,338 $325K No change
AZN Astrazeneca PLC-Spons ADR 0.07% 3,367 $310K Reduce -9.4%
IVV iShares Core S&P 500 ETF 0.07% 447 $306K Reduce -69.1%
SNY Sanofi-ADR 0.07% 6,316 $306K Add +43.5%
ILMN Illumina Inc. 0.07% 2,323 $305K Reduce -0.5%
RPM RPM International Inc. 0.07% 2,898 $301K Add +0.3%
TTE Totalenergies SE 0.07% 4,600 $301K Reduce -6.3%
DECK Deckers Outdoor Corp. 0.07% 2,899 $301K Add +0.2%
BURL Burlington Stores Inc. 0.07% 996 $288K Reduce -3.7%
RS Reliance Inc. 0.07% 983 $284K Add +0.4%
IYK iShares US Consumer Staples 0.07% 4,233 $283K No change
ACM Aecom 0.06% 2,883 $275K Add +0.3%
IVW iShares S&P 500 Growth ETF 0.06% 2,200 $271K No change
VIOO Vanguard S&P Small-Cap 600 E 0.06% 2,335 $259K New
LII Lennox International Inc. 0.06% 531 $258K Add +0.6%
MDY State Street SPDR S&P Midcap 0.06% 400 $241K No change
MCHP Microchip Technology Inc. 0.06% 3,741 $238K No change
USFD US Foods Holding Corp. 0.05% 3,128 $236K Add +0.5%
IWY iShares Russell Top 200 Grow 0.05% 799 $221K No change
LMT Lockheed Martin Corp. 0.05% 451 $218K Reduce -9.4%
IWX iShares Russell Top 200 Valu 0.05% 2,352 $216K No change
BKLN Invesco Senior Loan ETF 0.05% 10,203 $214K No change
IJT iShares S&P Small-Cap 600 GR 0.05% 1,486 $210K No change
VWO Vanguard Ftse Emerging Marke 0.05% 3,739 $201K No change
IEMG iShares Core MSCI Emerging 0.05% 2,990 $201K New

Portfolio Sells Q3 2025 → Q4 2025
IWF iShares Russell 1000 Growth Reduce -84.7% 1.43% −8.00
IJJ iShares S&P Mid-Cap 400 Valu Sold out 0.00% −1.33
SPY SS SPDR S&P 500 ETF Trust-US Reduce -29.5% 1.81% −0.75
META Meta Platforms Inc. Class A Reduce -3.1% 1.40% −0.24
IVV iShares Core S&P 500 ETF Reduce -69.1% 0.07% −0.16
NVDA Nvidia Corp. Reduce -2.0% 3.67% −0.15
ZTS Zoetis Inc. Reduce -27.0% 0.20% −0.13
LIN Linde PLC Reduce -0.1% 0.86% −0.12
BSCP Invesco Bulletshares 2025 CB Sold out 0.00% −0.11
SHW The Sherwin-Williams Co. Reduce -4.9% 0.68% −0.10
EFA iShares MSCI Eafe ETF Reduce -42.0% 0.13% −0.09
XLK SS Technology Select Sector Sold out 0.00% −0.09
PG The Procter & Gamble Co. Reduce -0.3% 0.91% −0.09
GM General Motors Co. Sold out 0.00% −0.08
QQQ Invesco QQQ Trust Series 1 Reduce -4.8% 1.63% −0.08
MANH Manhattan Associates Inc. Reduce -14.1% 0.18% −0.07
MSTR Strategy Inc. Sold out 0.00% −0.06
SMCI Super Micro Computer Inc. Sold out 0.00% −0.06
APD Air Products & Chemicals Inc. Reduce -1.6% 0.42% −0.06
EOG EOG Resources Inc. Reduce -32.9% 0.09% −0.06
LOW Lowe's Cos Inc. Reduce -0.1% 0.83% −0.05
WSO Watsco Inc. Sold out 0.00% −0.05
DT Dynatrace Inc. Sold out 0.00% −0.05
DOCU Docusign Inc. Sold out 0.00% −0.05
IWP iShares Russell Mid-Cap Grow Reduce -4.7% 0.43% −0.05
PFF iShares Preferred & Income S Reduce -0.4% 1.07% −0.05
COP Conocophillips Reduce -31.3% 0.09% −0.05
VST Vistra Corp. Reduce -0.5% 0.16% −0.04
SPOT Spotify Technology SA Reduce -3.9% 0.13% −0.04
AMT American Tower Corp. Reduce -0.2% 0.26% −0.03
SAP Sap SE-Sponsored ADR Reduce -3.9% 0.17% −0.03
SONY Sony Group Corp. - SP ADR Reduce -4.5% 0.14% −0.03
RELX Relx PLC - Spon ADR Reduce -4.1% 0.10% −0.03
SBUX Starbucks Corp. Reduce -0.7% 0.42% −0.01
UL Unilever PLC-Sponsored ADR Reduce -5.0% 0.12% −0.01
EMR Emerson Electric Co. Reduce -1.0% 0.56% −0.01
MUFG Mitsubishi Ufj Finl-Spon ADR Reduce -4.0% 0.15% −0.01
LMT Lockheed Martin Corp. Reduce -9.4% 0.05% −0.01
BP BP PLC-Spons ADR Reduce -6.0% 0.09% −0.01
SHEL Shell PLC-ADR Reduce -5.8% 0.09% −0.00
VONG Vanguard Russell 1000 Growth Reduce -0.7% 0.21% −0.00
JPM JPMorgan Chase & Co. Reduce -0.3% 2.72% −0.00
TTE Totalenergies SE Reduce -6.3% 0.07% +0.00
PEP Pepsico Inc. Reduce -0.1% 0.60% +0.00
GE General Electric Reduce -0.3% 1.21% +0.00
NVS Novartis AG-Sponsored ADR Reduce -3.9% 0.17% +0.00
BHP BHP Group Ltd.-Spon ADR Reduce -3.4% 0.14% +0.00
JBL Jabil Inc. Reduce -0.2% 0.13% +0.00
EWBC East West Bancorp Inc. Reduce -0.1% 0.12% +0.00
AZN Astrazeneca PLC-Spons ADR Reduce -9.4% 0.07% +0.00

Portfolio Buys Q3 2025 → Q4 2025
IWD iShares Russell 1000 Value E New 7.91% +7.91
IJK iShares S&P Mid-Cap 400 Grow New 1.32% +1.32
GOOG Alphabet Inc. Class C Add +0.4% 3.68% +0.78
COST Costco Wholesale Corp. Add +40.8% 1.18% +0.26
BSCU Invesco Bulletshares 2030 CB New 0.19% +0.19
VIG Vanguard Dividend Apprec ETF New 0.19% +0.19
VOO Vanguard S&P 500 ETF New 0.19% +0.19
JNJ Johnson & Johnson Add +0.2% 1.55% +0.14
IWM iShares Russell 2000 ETF New 0.13% +0.13
CRM Salesforce Inc. Add +1.1% 1.30% +0.13
PREF Pri Spe Pre Sec Acti-Usd Inc. New 0.10% +0.10
AMZN Amazon.com Inc. Add +2.9% 1.70% +0.10
ACN Accenture PLC Class A Add +8.6% 0.65% +0.09
VCIT Vanguard Int-Term Corporate Add +17.3% 0.67% +0.09
JNK SS SPDR BB High Yield Bond Add +20.6% 0.56% +0.08
GOOGL Alphabet Inc. Class A Add +5.2% 0.33% +0.08
AMGN Amgen Inc. Add +0.3% 0.62% +0.08
CWB SS SPDR BB Conv Sec ETF Add +16.4% 0.62% +0.07
CSCO Cisco Systems Inc. Add +0.2% 0.65% +0.06
VIOO Vanguard S&P Small-Cap 600 E New 0.06% +0.06
RSP Invesco S&P 500 Equal Weight Add +115.0% 0.11% +0.06
BAC Bank of America Corp. Add +0.6% 1.07% +0.05
IEMG iShares Core MSCI Emerging New 0.05% +0.05
CB Chubb Ltd. Add +0.1% 0.39% +0.03
NEE Nextera Energy Inc. Add +0.2% 0.67% +0.03
BSCQ Invesco Bulletshares 2026 CB Add +22.8% 0.15% +0.03
BSCR Invesco Bulletshares 2027 CB Add +22.0% 0.15% +0.03
V Visa Inc. Class A Add +1.9% 0.98% +0.03
BSCS Invesco Bulletshares 2028 CB Add +15.9% 0.20% +0.02
BSCT Invesco Bulletshares 2029 CB Add +16.4% 0.19% +0.02
SNY Sanofi-ADR Add +43.5% 0.07% +0.02
GS Goldman Sachs Group Inc. Add +3.1% 0.19% +0.02
IHDG Wisdomtree International Hed Add +7.6% 0.19% +0.02
SPYV SS SPDR P S&P 500 Value ETF Add +2.1% 0.69% +0.02
KO The Coca-Cola Co. Add +2.5% 0.31% +0.02
VTWO Vanguard Russell 2000 ETF Add +8.2% 0.18% +0.01
XOM Exxon Mobil Corp. Add +1.4% 0.21% +0.01
TSLA Tesla Inc. Add +1.9% 0.86% +0.01
CSL Carlisle Cos Inc. Add +7.2% 0.28% +0.01
IWR iShares Russell Mid-Cap ETF Add +6.7% 0.14% +0.01
RGA Reinsurance Group of America Add +0.3% 0.08% +0.00
MA Mastercard Inc. Class A Add +2.0% 0.82% +0.00
RS Reliance Inc. Add +0.4% 0.07% +0.00
DECK Deckers Outdoor Corp. Add +0.2% 0.07% +0.00
NBIX Neurocrine Biosciences Inc. Add +0.2% 0.08% −0.00
IWO iShares Russell 2000 Growth Add +0.1% 0.08% −0.00
USFD US Foods Holding Corp. Add +0.5% 0.05% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +1.3% 0.75% −0.00
RBA RB Global Inc. Add +0.3% 0.08% −0.01
DIS The Walt Disney Co. Add +1.1% 0.41% −0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 168$455.3MIWD, AAPL, AVGO, MSFT, NVDA
Q1 2026 164$420.2MIWD, AAPL, AVGO, MSFT, NVDA
Q4 2025 161$432.5MIWD, AAPL, MSFT, AVGO, GOOG
Q3 2025 161$424.1MIWF, AAPL, MSFT, AVGO, NVDA
Q2 2025 161$406.5MIWF, MSFT, AAPL, AVGO, NVDA
Q1 2025 148$364.4MIWD, AAPL, MSFT, VOO, AVGO
Q4 2024 143$379.1MSPYG, AAPL, MSFT, IWF, AVGO
Q3 2024 120$278.4MSPYV, MSFT, SPY, AVGO, NVDA
Q2 2024 121$266.7MSPYG, MSFT, IWF, NVDA, GOOG
Q1 2024 60$138.0MSPYG, NVDA, SPY, JPM, GOOG