Cullen/Frost Bankers, Inc.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Cullen/Frost Bankers, Inc. reported 991 stock positions worth $6.7 billion. Its top holding was Microsoft (MSFT) at 6.0% of the portfolio, followed by Apple (AAPL, 5.1%) and Vanguard Mrngstar GR ETF-Sui (VUG, 2.8%). Compared with Q4 2023, it opened 96 new positions, sold out of 110, added to 188 and reduced 356. The biggest buy was iShares Russell 1000 Growth (IWF, shares +18%) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- San Antonio, TX
- CIK
- 0000039263
- Portfolio Value
- $6.7B (Q1 2024)
- SEC Filing
- 0000039263-24-000047 ↗ filed May 10, 2024
Holdings Value
Holdings 991 stocks · $6.7B
| MSFT Microsoft Corp. | 6.00% | 963,039 | $405.2M | Reduce -2.7% |
| AAPL Apple Inc. | 5.06% | 1,991,460 | $341.5M | Reduce -4.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.82% | 553,012 | $190.3M | Add +0.8% |
| AMZN Amazon.com Inc. | 2.72% | 1,018,382 | $183.7M | Reduce -3.4% |
| IWF iShares Russell 1000 Growth | 2.13% | 427,305 | $144.0M | Add +18.3% |
| NVDA Nvidia Corp. | 2.06% | 153,480 | $138.7M | Reduce -4.4% |
| EFA iShares MSCI Eafe ETF | 1.76% | 1,485,385 | $118.6M | Reduce -1.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.53% | 413,127 | $103.2M | Reduce -0.9% |
| SCHD Schwab US DVD Equity ETF | 1.51% | 1,261,665 | $101.7M | Add +15.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.50% | 193,744 | $101.3M | Reduce -4.4% |
| V Visa Inc. Class A | 1.48% | 357,209 | $99.7M | Reduce -2.5% |
| GOOGL Alphabet Inc. Class A | 1.44% | 645,069 | $97.4M | Reduce -3.3% |
| GOOG Alphabet Inc. Class C | 1.33% | 589,893 | $89.8M | Reduce -3.7% |
| TLT iShares 20+ Year Treasury BD | 1.27% | 906,283 | $85.8M | Add +12.9% |
| IWP iShares Russell Mid-Cap Grow | 1.25% | 736,931 | $84.1M | Add +10.5% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.24% | 364,782 | $83.4M | Add +1.3% |
| MA Mastercard Inc. Class A | 1.23% | 172,283 | $83.0M | Reduce -4.3% |
| HD Home Depot Inc. | 1.22% | 215,215 | $82.6M | Reduce -1.7% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.21% | 690,549 | $81.7M | Add +20.7% |
| LLY Eli Lilly & Co. | 1.20% | 104,237 | $81.1M | Reduce -3.9% |
| JPM JPMorgan Chase & Co. | 1.19% | 401,903 | $80.5M | Reduce -1.2% |
| GUNR NT Mstar GLBL NR ETF | 1.18% | 1,937,618 | $79.6M | Reduce -2.0% |
| META Meta Platforms Inc. Class A | 1.13% | 156,830 | $76.2M | Reduce -1.1% |
| COST Costco Wholesale Corp. | 1.09% | 100,450 | $73.6M | Reduce -3.6% |
| CVX Chevron Corp. | 1.09% | 465,287 | $73.4M | Reduce -1.4% |
| ABBV Abbvie Inc. | 0.99% | 367,552 | $66.9M | Add +2.2% |
| IWD iShares Russell 1000 Value E | 0.87% | 329,049 | $58.9M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.84% | 134,712 | $56.6M | Reduce -16.1% |
| JNJ Johnson & Johnson | 0.80% | 342,399 | $54.2M | Reduce -0.7% |
| UNH Unitedhealth Group Inc. | 0.79% | 108,402 | $53.6M | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.78% | 69,304 | $52.8M | Reduce -3.4% |
| UNP Union Pacific Corp. | 0.74% | 203,990 | $50.2M | Reduce -1.8% |
| XOM Exxon Mobil Corp. | 0.74% | 428,434 | $49.8M | Reduce -2.7% |
| VWO Vanguard Ftse Emerging Marke | 0.67% | 1,085,067 | $45.3M | Reduce -18.8% |
| AVGO Broadcom Inc. | 0.66% | 33,350 | $44.2M | Reduce -6.8% |
| MRK Merck & Co. Inc. | 0.64% | 327,504 | $43.2M | Reduce -1.4% |
| ETN Eaton Corp. PLC | 0.64% | 137,951 | $43.1M | Reduce -17.9% |
| KO The Coca-Cola Co. | 0.63% | 692,508 | $42.4M | Reduce -5.5% |
| PG The Procter & Gamble Co. | 0.59% | 244,369 | $39.6M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.57% | 228,078 | $38.6M | Add +4.7% |
| AGG iShares Core U.S. Aggregate | 0.56% | 387,792 | $38.0M | Reduce -19.0% |
| DHR Danaher Corp. | 0.54% | 145,709 | $36.4M | Reduce -4.2% |
| LOW Lowe's Cos Inc. | 0.53% | 140,412 | $35.8M | Reduce -1.6% |
| CMG Chipotle Mexican Grill Inc. | 0.52% | 12,131 | $35.3M | Reduce -4.4% |
| ICF iShares Select U.S. REIT ETF | 0.52% | 603,943 | $34.8M | Add +0.9% |
| HON Honeywell International Inc. | 0.51% | 166,964 | $34.3M | Add +8.3% |
| GLTR Abrdn Precious Metals Basket | 0.51% | 357,264 | $34.1M | Reduce -6.1% |
| SBUX Starbucks Corp. | 0.50% | 370,674 | $33.9M | Reduce -0.6% |
| AXP American Express Co. | 0.49% | 146,270 | $33.3M | Reduce -0.9% |
| CP Canadian Pacific Kansas City | 0.49% | 375,833 | $33.1M | Reduce -4.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.49% | 867,692 | $32.9M | Reduce -0.1% |
| SHW The Sherwin-Williams Co. | 0.47% | 91,684 | $31.8M | Reduce -2.7% |
| BKNG Booking Holdings Inc. | 0.46% | 8,597 | $31.2M | Reduce -4.1% |
| ADBE Adobe Inc. | 0.46% | 61,501 | $31.0M | Reduce -3.9% |
| COP Conocophillips | 0.45% | 237,366 | $30.2M | Reduce -1.5% |
| VLO Valero Energy Corp. | 0.44% | 174,193 | $29.7M | Reduce -3.2% |
| ABT Abbott Laboratories | 0.44% | 260,702 | $29.6M | Reduce -2.3% |
| ORLY O'reilly Automotive Inc. | 0.43% | 25,933 | $29.3M | Reduce -4.7% |
| WDAY Workday Inc. Class A | 0.43% | 107,165 | $29.2M | Add +15.6% |
| WMT Walmart Inc. | 0.43% | 480,004 | $28.9M | Reduce -0.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.42% | 483,001 | $28.3M | Reduce -26.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.41% | 474,935 | $27.3M | Add +205.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.40% | 221,677 | $27.1M | Add +24.5% |
| PM Philip Morris International | 0.40% | 290,911 | $26.7M | Reduce -6.6% |
| AMD Advanced Micro Devices | 0.39% | 147,561 | $26.6M | Reduce -6.2% |
| CSCO Cisco Systems Inc. | 0.39% | 533,047 | $26.6M | Reduce -2.8% |
| ORCL Oracle Corp. | 0.39% | 208,960 | $26.2M | Add +0.4% |
| ZTS Zoetis Inc. | 0.38% | 153,006 | $25.9M | Reduce -3.2% |
| GLW Corning Inc. | 0.38% | 784,883 | $25.9M | Reduce -1.1% |
| AMGN Amgen Inc. | 0.37% | 88,505 | $25.2M | Reduce -1.5% |
| MCO Moody's Corp. | 0.37% | 63,927 | $25.1M | Reduce -6.5% |
| MDT Medtronic PLC | 0.36% | 279,123 | $24.3M | Reduce -2.0% |
| BSX Boston Scientific Corp. | 0.36% | 351,272 | $24.1M | Reduce -3.2% |
| VZ Verizon Communications Inc. | 0.35% | 570,760 | $23.9M | Add +0.4% |
| MCD McDonald's Corp. | 0.35% | 84,747 | $23.9M | Reduce -6.6% |
| TRV The Travelers Cos Inc. | 0.35% | 103,353 | $23.8M | Add +0.5% |
| MRVL Marvell Technology Inc. | 0.35% | 335,481 | $23.8M | Reduce -8.7% |
| BSV Vanguard Short-Term Bond ETF | 0.34% | 299,442 | $23.0M | Reduce -33.7% |
| VOO Vanguard S&P 500 ETF | 0.34% | 47,612 | $22.9M | Add +13.7% |
| ADP Automatic Data Processing | 0.33% | 90,472 | $22.6M | Add +0.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.33% | 90,320 | $22.6M | Add +1.9% |
| CB Chubb Ltd. | 0.33% | 86,856 | $22.5M | Reduce -1.7% |
| PEP Pepsico Inc. | 0.33% | 127,786 | $22.4M | Reduce -3.3% |
| TXN Texas Instruments Inc. | 0.33% | 127,140 | $22.1M | Add +0.7% |
| CMCSA Comcast Corp. Class A | 0.33% | 506,213 | $21.9M | Reduce -0.8% |
| SYK Stryker Corp. | 0.32% | 60,307 | $21.6M | Reduce -1.9% |
| LRCX Lam Research Corp. | 0.31% | 21,722 | $21.1M | Reduce -2.3% |
| ISRG Intuitive Surgical Inc. | 0.31% | 52,560 | $21.0M | Reduce -0.8% |
| AEP American Electric Power | 0.30% | 238,065 | $20.5M | Add +5.9% |
| CRM Salesforce Inc. | 0.30% | 66,486 | $20.0M | Reduce -1.3% |
| CMI Cummins Inc. | 0.28% | 63,766 | $18.8M | Add +16.1% |
| DHI D.R. Horton Inc. | 0.27% | 109,825 | $18.1M | Reduce -7.9% |
| CVS CVS Health Corp. | 0.26% | 223,750 | $17.8M | Reduce -3.0% |
| IVE iShares S&P 500 Value ETF | 0.26% | 94,836 | $17.7M | Reduce -4.7% |
| OMC Omnicom Group | 0.26% | 182,094 | $17.6M | Add +1.1% |
| BX Blackstone Inc. | 0.26% | 131,219 | $17.2M | Add +2.4% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 335,492 | $17.0M | Reduce -33.9% |
| ETR Entergy Corp. | 0.25% | 157,895 | $16.7M | Reduce -0.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 85,276 | $16.3M | Add +0.1% |
| EW Edwards Lifesciences Corp. | 0.24% | 169,804 | $16.2M | Reduce -4.3% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $91K (not counted above)
Lines left out (1) · $80 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| OEF iShares S&P 100 ETF | S&P 100 ETF | 0 | $80 |
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: $6.7B.
Portfolio Sells Q4 2023 → Q1 2024
| AAPL Apple Inc. | Reduce -4.0% | 5.06% | −1.22 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -59.1% | 0.24% | −0.39 |
| MUB iShares National Muni Bond E | Reduce -99.5% | 0.00% | −0.23 |
| BSV Vanguard Short-Term Bond ETF | Reduce -33.7% | 0.34% | −0.21 |
| VWO Vanguard Ftse Emerging Marke | Reduce -18.8% | 0.67% | −0.19 |
| AGG iShares Core U.S. Aggregate | Reduce -19.0% | 0.56% | −0.18 |
| VEU Vanguard Ftse All-World Ex-U | Reduce -26.6% | 0.42% | −0.16 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -33.9% | 0.25% | −0.16 |
| ADBE Adobe Inc. | Reduce -3.9% | 0.46% | −0.14 |
| EXPE Expedia Group Inc. | Reduce -76.6% | 0.03% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -1.1% | 0.79% | −0.11 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -34.1% | 0.19% | −0.11 |
| ZTS Zoetis Inc. | Reduce -3.2% | 0.38% | −0.11 |
| TSLA Tesla Inc. | Reduce -14.5% | 0.14% | −0.10 |
| SHM SS SPDR N Ice St Muni ETF | Reduce -39.9% | 0.12% | −0.10 |
| BMY Bristol-Myers Squibb Co. | Reduce -41.5% | 0.13% | −0.09 |
| HUM Humana Inc. | Reduce -9.9% | 0.17% | −0.09 |
| GUNR NT Mstar GLBL NR ETF | Reduce -2.0% | 1.18% | −0.09 |
| IAGG iShares Intl Aggregate Bond | Reduce -49.6% | 0.08% | −0.09 |
| RWR SS SPDR Dow Jones REIT ETF | Reduce -94.2% | 0.00% | −0.08 |
| MCD McDonald's Corp. | Reduce -6.6% | 0.35% | −0.07 |
| PM Philip Morris International | Reduce -6.6% | 0.40% | −0.07 |
| SBUX Starbucks Corp. | Reduce -0.6% | 0.50% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -16.1% | 0.84% | −0.06 |
| UNP Union Pacific Corp. | Reduce -1.8% | 0.74% | −0.06 |
| KO The Coca-Cola Co. | Reduce -5.5% | 0.63% | −0.05 |
| MCO Moody's Corp. | Reduce -6.5% | 0.37% | −0.05 |
| JNJ Johnson & Johnson | Reduce -0.7% | 0.80% | −0.05 |
| SNOW Snowflake Inc. | Reduce -8.5% | 0.10% | −0.04 |
| NKE Nike Inc. Class B | Reduce -10.3% | 0.12% | −0.04 |
| EOG EOG Resources Inc. | Reduce -29.2% | 0.10% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -2.8% | 0.39% | −0.04 |
| GLTR Abrdn Precious Metals Basket | Reduce -6.1% | 0.51% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -4.1% | 0.46% | −0.04 |
| GWX State Street SPDR S&P Intern | Reduce -17.7% | 0.14% | −0.04 |
| AMT American Tower Corp. | Reduce -4.9% | 0.16% | −0.03 |
| BA The Boeing Co. | Reduce -11.1% | 0.06% | −0.03 |
| AMGN Amgen Inc. | Reduce -1.5% | 0.37% | −0.03 |
| EFA iShares MSCI Eafe ETF | Reduce -1.7% | 1.76% | −0.03 |
| SONY Sony Group Corp. - SP ADR | Reduce -2.3% | 0.14% | −0.03 |
| GOOG Alphabet Inc. Class C | Reduce -3.7% | 1.33% | −0.03 |
| CMCSA Comcast Corp. Class A | Reduce -0.8% | 0.33% | −0.03 |
| WPC WP Carey Inc. | Reduce -1.0% | 0.12% | −0.03 |
| INTC Intel Corp. | Reduce -2.6% | 0.11% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -2.0% | 0.12% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -12.1% | 0.14% | −0.03 |
| GLOB Globant SA | Reduce -0.9% | 0.10% | −0.03 |
| IWO iShares Russell 2000 Growth | Reduce -28.5% | 0.07% | −0.03 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Reduce -18.2% | 0.13% | −0.02 |
| DD Dupont DE Nemours Inc. | Reduce -3.3% | 0.23% | −0.02 |
Portfolio Buys Q4 2023 → Q1 2024
| IWF iShares Russell 1000 Growth | Add +18.3% | 2.13% | +0.41 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +205.8% | 0.41% | +0.27 |
| SCHD Schwab US DVD Equity ETF | Add +15.6% | 1.51% | +0.20 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +20.7% | 1.21% | +0.18 |
| IWP iShares Russell Mid-Cap Grow | Add +10.5% | 1.25% | +0.15 |
| DIS The Walt Disney Co. | Add +24.5% | 0.40% | +0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +0.8% | 2.82% | +0.14 |
| FANG Diamondback Energy Inc. | Add +1347.0% | 0.13% | +0.13 |
| RUSHB Rush Enterprises Inc. Class B | New | 0.12% | +0.12 |
| ABBV Abbvie Inc. | Add +2.2% | 0.99% | +0.12 |
| GSK GSK PLC-Spon ADR | Add +82.1% | 0.20% | +0.10 |
| KVUE Kenvue Inc. | New | 0.08% | +0.08 |
| TEAM Atlassian Corp. Class A | New | 0.08% | +0.08 |
| TGT Target Corp. | Add +29.8% | 0.24% | +0.08 |
| QCOM Qualcomm Inc. | Add +4.7% | 0.57% | +0.08 |
| CMI Cummins Inc. | Add +16.1% | 0.28% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +13.7% | 0.34% | +0.05 |
| TRV The Travelers Cos Inc. | Add +0.5% | 0.35% | +0.04 |
| ORCL Oracle Corp. | Add +0.4% | 0.39% | +0.04 |
| PCAR Paccar Inc. | Add +15.3% | 0.13% | +0.03 |
| IJK iShares S&P Mid-Cap 400 Grow | Add +12.5% | 0.18% | +0.03 |
| KLAC KLA Corp. | Add +2.0% | 0.24% | +0.03 |
| WDAY Workday Inc. Class A | Add +15.6% | 0.43% | +0.03 |
| KKR KKR & Co. Inc. | Add +1.5% | 0.21% | +0.03 |
| MNST Monster Beverage Corp. | Add +18.8% | 0.21% | +0.03 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1.3% | 1.24% | +0.03 |
| J Jacobs Solutions Inc. | Add +16.9% | 0.11% | +0.03 |
| PBP Invesco S&P 500 Buywrite ETF | Add +16325.8% | 0.02% | +0.02 |
| FIS Fidelity National Info Serv | Add +19.0% | 0.08% | +0.02 |
| BAX Baxter International Inc. | Add +40.0% | 0.07% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.24% | +0.02 |
| TLT iShares 20+ Year Treasury BD | Add +12.9% | 1.27% | +0.02 |
| H Hyatt Hotels Corp. Class A | Add +12.1% | 0.09% | +0.02 |
| AJG Arthur J Gallagher & Co. | Add +1.9% | 0.33% | +0.02 |
| LIN Linde PLC | Add +14.8% | 0.11% | +0.02 |
| LEN Lennar Corp. Class A | Add +0.9% | 0.22% | +0.02 |
| VZ Verizon Communications Inc. | Add +0.4% | 0.35% | +0.02 |
| PXD Pioneer Natural Resources Co. | Add +1.6% | 0.17% | +0.02 |
| AEP American Electric Power | Add +5.9% | 0.30% | +0.02 |
| OMC Omnicom Group | Add +1.1% | 0.26% | +0.02 |
| IJH iShares Core S&P Midcap ETF | Add +8.8% | 0.14% | +0.02 |
| GE General Electric | Add +6.4% | 0.04% | +0.01 |
| CNH CNH Industrial NV | New | 0.01% | +0.01 |
| HAS Hasbro Inc. | New | 0.01% | +0.01 |
| IFF Intl Flavors & Fragrances | New | 0.01% | +0.01 |
| MAR Marriott International Class A | Add +5.4% | 0.10% | +0.01 |
| CE Celanese Corp. | Add +1.0% | 0.20% | +0.01 |
| GPC Genuine Parts Co. | Add +3.5% | 0.12% | +0.01 |
| CAT Caterpillar Inc. | Add +0.2% | 0.06% | +0.01 |
| DXC DXC Technology Co. | New | 0.01% | +0.01 |
Notes & Other Activity Q4 2023 → Q1 2024
| BRZHW Breeze Holdings Acquis -CW27 | *W EXP 05/25/202 | New | 69,370 | $87K |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -32.7% | 76 | $3K |
| OEF iShares S&P 100 ETF | S&P 100 ETF | Reduce -100.0% | 0 | $80 |
| BBJP JPMorgan Betabuilders Japan | BETABULDRS JAPAN | Reduce -100.0% | 0 | $0 |
| BBCA JPMorgan Betabuilders Canada | BETA CDA ETF NEW | Reduce -100.0% | 0 | $0 |
| BBEU JPMorgan Betabuilders Europe | BETA EURO ET NE | Reduce -100.0% | 0 | $0 |
| BBAX JPMorgan Betabuilders Develo | BETA DEVE EX ETF | Reduce -100.0% | 0 | $0 |
| JEPQ JPM Nasdaq Equity Premium | NASDAQ EQT PREM | New | 0 | $0 |
| CALF PCR US SM CP CSH CWS ETF-Usd | US SM CAP CA ETF | New | 0 | $0 |
| COWZ Pacer US Cash Cows 100 ETF | US CASH COWS 100 | New | 0 | $0 |
| VDC Vanguard Consumer Staple ETF | CONSUM STP ETF | New | 0 | $0 |
| VHT Vanguard Health Care ETF | HEALTH CAR ETF | New | 0 | $0 |
| VGLT Vanguard Long-Term Treasury | LONG TERM TREAS | New | 0 | $0 |
| DEM Wisdomtree Emerging Markets | EMER MKT HIGH FD | New | 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 | 1,386 | $10.1B | AAPL, PVAL, VUG, MSFT, NVDA |
| Q1 2026 | 1,368 | $8.8B | AAPL, PVAL, MSFT, NVDA, VUG |
| Q4 2025 | 1,446 | $9.1B | AAPL, MSFT, PVAL, NVDA, VUG |
| Q3 2025 | 1,311 | $8.6B | AAPL, MSFT, NVDA, VUG, PVAL |
| Q2 2025 | 1,292 | $8.0B | MSFT, AAPL, VUG, NVDA, AMZN |
| Q1 2025 | 1,274 | $7.1B | AAPL, MSFT, VUG, AMZN, NVDA |
| Q4 2024 | 1,338 | $7.3B | AAPL, MSFT, VUG, AMZN, NVDA |
| Q3 2024 | 1,205 | $7.3B | AAPL, MSFT, VUG, NVDA, AMZN |
| Q2 2024 | 1,232 | $6.9B | MSFT, AAPL, VUG, AMZN, NVDA |
| Q1 2024 | 991 | $6.7B | MSFT, AAPL, VUG, AMZN, IWF |