Cullen/Frost Bankers, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 6, 2024), Cullen/Frost Bankers, Inc. reported 1,205 stock positions worth $7.3 billion. Its top holding was Apple (AAPL) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.7%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.1%). Compared with Q2 2024, it opened 176 new positions, sold out of 200, added to 430 and reduced 340. The biggest buy was Broadcom (AVGO, shares +23%) and the biggest sale Chevron (CVX, shares −27%).
- Most Recent 13F
- Q2 2026
- Location
- San Antonio, TX
- CIK
- 0000039263
- Portfolio Value
- $7.3B (Q3 2024)
- SEC Filing
- 0000039263-24-000074 ↗ filed Nov 6, 2024
Holdings Value
Holdings 1,205 stocks · $7.3B
| AAPL Apple Inc. | 6.14% | 1,931,684 | $450.1M | Reduce -2.3% |
| MSFT Microsoft Corp. | 5.70% | 971,090 | $417.9M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.05% | 582,689 | $223.7M | Add +0.8% |
| NVDA Nvidia Corp. | 2.62% | 1,581,578 | $192.1M | Add +3.7% |
| AMZN Amazon.com Inc. | 2.50% | 982,339 | $183.0M | Reduce -0.2% |
| IWF iShares Russell 1000 Growth | 2.03% | 396,718 | $148.9M | Reduce -5.4% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.77% | 2,118,830 | $129.5M | Add +19.1% |
| EFA iShares MSCI Eafe ETF | 1.75% | 1,531,553 | $128.1M | Add +3.4% |
| SCHD Schwab US DVD Equity ETF | 1.59% | 1,375,745 | $116.3M | Add +8.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.51% | 192,744 | $110.6M | Add +3.3% |
| META Meta Platforms Inc. Class A | 1.50% | 191,660 | $109.7M | Add +8.6% |
| GOOGL Alphabet Inc. Class A | 1.45% | 640,867 | $106.3M | Reduce -2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.44% | 398,893 | $105.2M | Reduce -4.1% |
| TLT iShares 20+ Year Treasury BD | 1.43% | 1,064,852 | $104.5M | Add +5.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.35% | 418,649 | $99.3M | Add +7.9% |
| V Visa Inc. Class A | 1.34% | 355,875 | $97.8M | Add +0.0% |
| GOOG Alphabet Inc. Class C | 1.30% | 568,418 | $95.0M | Reduce -1.7% |
| AVGO Broadcom Inc. | 1.25% | 532,376 | $91.8M | Add +23.5% |
| LLY Eli Lilly & Co. | 1.24% | 102,509 | $90.8M | Reduce -0.3% |
| IWP iShares Russell Mid-Cap Grow | 1.19% | 746,559 | $87.6M | Add +1.3% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.19% | 705,407 | $87.2M | Add +1.7% |
| COST Costco Wholesale Corp. | 1.18% | 97,532 | $86.5M | Reduce -1.5% |
| HD Home Depot Inc. | 1.15% | 208,284 | $84.4M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 1.12% | 390,639 | $82.4M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 1.12% | 166,067 | $82.0M | Reduce -1.2% |
| ABBV Abbvie Inc. | 1.08% | 402,104 | $79.4M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.04% | 165,197 | $76.0M | Reduce -0.2% |
| IWD iShares Russell 1000 Value E | 0.90% | 346,153 | $65.7M | Add +5.2% |
| UNH Unitedhealth Group Inc. | 0.86% | 107,305 | $62.7M | Reduce -0.1% |
| XOM Exxon Mobil Corp. | 0.86% | 534,730 | $62.7M | Reduce -0.5% |
| NOW ServiceNow Inc. | 0.83% | 68,280 | $61.1M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.76% | 341,907 | $55.4M | Add +1.4% |
| UNP Union Pacific Corp. | 0.69% | 205,127 | $50.6M | Add +0.7% |
| PG The Procter & Gamble Co. | 0.67% | 284,068 | $49.2M | Add +15.2% |
| KO The Coca-Cola Co. | 0.61% | 623,329 | $44.8M | Reduce -3.0% |
| ETN Eaton Corp. PLC | 0.60% | 133,282 | $44.2M | Add +1.2% |
| AGG iShares Core U.S. Aggregate | 0.59% | 426,751 | $43.2M | Add +2.9% |
| VWO Vanguard Ftse Emerging Marke | 0.55% | 836,386 | $40.0M | Reduce -8.2% |
| QCOM Qualcomm Inc. | 0.54% | 232,161 | $39.5M | Add +2.2% |
| CVX Chevron Corp. | 0.54% | 267,839 | $39.4M | Reduce -26.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.52% | 961,627 | $38.2M | Add +3.2% |
| WMT Walmart Inc. | 0.51% | 463,394 | $37.4M | Add +0.0% |
| ISRG Intuitive Surgical Inc. | 0.51% | 75,992 | $37.3M | Add +6.6% |
| AXP American Express Co. | 0.51% | 137,271 | $37.2M | Reduce -2.0% |
| ORCL Oracle Corp. | 0.51% | 218,077 | $37.2M | Add +2.5% |
| DHR Danaher Corp. | 0.50% | 132,255 | $36.8M | Reduce -1.9% |
| MRK Merck & Co. Inc. | 0.50% | 321,525 | $36.5M | Add +0.9% |
| CMG Chipotle Mexican Grill Inc. | 0.49% | 619,307 | $35.7M | Add +2.9% |
| GLW Corning Inc. | 0.48% | 778,138 | $35.1M | Add +0.4% |
| LOW Lowe's Cos Inc. | 0.47% | 128,424 | $34.8M | Reduce -4.2% |
| BKNG Booking Holdings Inc. | 0.47% | 8,149 | $34.3M | Reduce -1.8% |
| GLTR Abrdn Precious Metals Basket | 0.47% | 302,958 | $34.3M | Reduce -9.7% |
| VEU Vanguard Ftse All-World Ex-U | 0.47% | 543,921 | $34.3M | Reduce -0.5% |
| SHW The Sherwin-Williams Co. | 0.46% | 88,400 | $33.7M | Reduce -2.0% |
| PM Philip Morris International | 0.45% | 272,995 | $33.1M | Reduce -4.7% |
| GUNR NT Mstar GLBL NR ETF | 0.45% | 797,316 | $32.9M | Reduce -24.6% |
| BSX Boston Scientific Corp. | 0.42% | 369,372 | $31.0M | Add +1.6% |
| MCO Moody's Corp. | 0.40% | 62,500 | $29.7M | Reduce -1.4% |
| BSV Vanguard Short-Term Bond ETF | 0.40% | 372,512 | $29.3M | Add +15.7% |
| ADBE Adobe Inc. | 0.40% | 56,264 | $29.1M | Reduce -1.6% |
| CP Canadian Pacific Kansas City | 0.39% | 335,690 | $28.7M | Reduce -2.5% |
| ORLY O'reilly Automotive Inc. | 0.39% | 24,888 | $28.7M | Reduce -1.4% |
| AMGN Amgen Inc. | 0.39% | 88,824 | $28.6M | Add +0.2% |
| CSCO Cisco Systems Inc. | 0.37% | 515,696 | $27.4M | Reduce -1.7% |
| HON Honeywell International Inc. | 0.37% | 129,769 | $26.8M | Reduce -17.4% |
| MCD McDonald's Corp. | 0.36% | 87,708 | $26.7M | Add +2.9% |
| VOO Vanguard S&P 500 ETF | 0.36% | 50,413 | $26.6M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 0.36% | 127,414 | $26.3M | Reduce -1.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.36% | 92,894 | $26.1M | Add +0.7% |
| MDT Medtronic PLC | 0.34% | 280,711 | $25.3M | Add +1.6% |
| ADP Automatic Data Processing | 0.34% | 89,429 | $24.7M | Reduce -0.6% |
| COP Conocophillips | 0.34% | 234,280 | $24.7M | Add +0.6% |
| AEP American Electric Power | 0.33% | 238,502 | $24.5M | Add +2.7% |
| CB Chubb Ltd. | 0.33% | 82,793 | $23.9M | Reduce -0.7% |
| VZ Verizon Communications Inc. | 0.32% | 526,514 | $23.6M | Reduce -0.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 240,003 | $23.1M | Add +2.7% |
| CRM Salesforce Inc. | 0.31% | 82,514 | $22.6M | Add +1.2% |
| WDAY Workday Inc. Class A | 0.30% | 90,973 | $22.2M | Reduce -14.1% |
| CMI Cummins Inc. | 0.30% | 68,498 | $22.2M | Add +1.4% |
| MRVL Marvell Technology Inc. | 0.30% | 301,811 | $21.8M | Reduce -2.8% |
| TRV The Travelers Cos Inc. | 0.30% | 92,575 | $21.7M | Add +0.1% |
| DHI D.R. Horton Inc. | 0.30% | 113,525 | $21.7M | Add +1.2% |
| ETR Entergy Corp. | 0.29% | 163,099 | $21.5M | Add +2.3% |
| SYK Stryker Corp. | 0.29% | 58,988 | $21.3M | Add +1.6% |
| BX Blackstone Inc. | 0.29% | 137,996 | $21.1M | Add +1.7% |
| CMCSA Comcast Corp. Class A | 0.29% | 501,864 | $21.0M | Reduce -1.0% |
| VLO Valero Energy Corp. | 0.28% | 152,790 | $20.6M | Reduce -3.8% |
| PEP Pepsico Inc. | 0.28% | 118,952 | $20.2M | Reduce -4.7% |
| DD Dupont DE Nemours Inc. | 0.28% | 226,268 | $20.2M | Add +4.4% |
| KKR KKR & Co. Inc. | 0.27% | 152,093 | $19.9M | Add +7.1% |
| ABT Abbott Laboratories | 0.26% | 167,778 | $19.1M | Reduce -3.0% |
| IVE iShares S&P 500 Value ETF | 0.26% | 96,195 | $19.0M | Reduce -0.0% |
| KLAC KLA Corp. | 0.26% | 24,401 | $18.9M | Add +2.8% |
| NFLX Netflix Inc. | 0.26% | 26,633 | $18.9M | Add +4.3% |
| TGT Target Corp. | 0.25% | 119,824 | $18.7M | Add +16.9% |
| HES Hess Corp. | 0.25% | 137,440 | $18.7M | Add +121.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 84,008 | $18.6M | Add +0.3% |
| FANG Diamondback Energy Inc. | 0.25% | 107,711 | $18.6M | Add +6.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.25% | 362,384 | $18.5M | Add +0.4% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 193,450 | $18.5M | Reduce -0.1% |
Other holdings (3): bonds, preferreds, convertibles and warrants · $4K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 120 | $4K | Add +20.0% |
| SEAPORT ENTERTAINMENT GR-RTS | RIGHT 10/10/2024 | 207 | $611 | New |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | 18 | $151 | Reduce -33.3% |
Lines left out (2) · $36 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| FUL H.B. Fuller Co. | COM | 0 | $18 |
| TLH iShares 10-20 Year Treasury | 10-20 YR TRS ETF | 0 | $18 |
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: $7.3B.
Portfolio Sells Q2 2024 → Q3 2024
| CVX Chevron Corp. | Reduce -26.9% | 0.54% | −0.29 |
| GOOGL Alphabet Inc. Class A | Reduce -2.2% | 1.45% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -0.2% | 2.50% | −0.26 |
| GOOG Alphabet Inc. Class C | Reduce -1.7% | 1.30% | −0.24 |
| LRCX Lam Research Corp. | Reduce -41.5% | 0.14% | −0.20 |
| IWF iShares Russell 1000 Growth | Reduce -5.4% | 2.03% | −0.18 |
| ICF iShares Select U.S. REIT ETF | Reduce -52.1% | 0.19% | −0.18 |
| GUNR NT Mstar GLBL NR ETF | Reduce -24.6% | 0.45% | −0.17 |
| HON Honeywell International Inc. | Reduce -17.4% | 0.37% | −0.12 |
| MPC Marathon Petroleum Corp. | Reduce -69.9% | 0.04% | −0.11 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -90.6% | 0.01% | −0.11 |
| LLY Eli Lilly & Co. | Reduce -0.3% | 1.24% | −0.11 |
| ACN Accenture PLC Class A | Reduce -73.3% | 0.04% | −0.11 |
| BBY Best Buy Co. Inc. | Reduce -86.6% | 0.02% | −0.09 |
| VLO Valero Energy Corp. | Reduce -3.8% | 0.28% | −0.08 |
| ADBE Adobe Inc. | Reduce -1.6% | 0.40% | −0.06 |
| FND Floor & Decor Holdings Inc. Class A | Reduce -95.8% | 0.00% | −0.06 |
| AMD Advanced Micro Devices | Reduce -14.0% | 0.24% | −0.05 |
| IAGG iShares Intl Aggregate Bond | Reduce -69.1% | 0.02% | −0.05 |
| HUM Humana Inc. | Reduce -11.9% | 0.11% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -0.5% | 0.86% | −0.04 |
| EW Edwards Lifesciences Corp. | Reduce -56.9% | 0.02% | −0.04 |
| WDAY Workday Inc. Class A | Reduce -14.1% | 0.30% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -1.5% | 1.18% | −0.04 |
| MNST Monster Beverage Corp. | Reduce -17.0% | 0.14% | −0.03 |
| GLTR Abrdn Precious Metals Basket | Reduce -9.7% | 0.47% | −0.03 |
| VWO Vanguard Ftse Emerging Marke | Reduce -8.2% | 0.55% | −0.03 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -15.5% | 0.14% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -18.8% | 0.06% | −0.03 |
| DRIL-QUIP INC | Sold out | 0.00% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -0.5% | 1.12% | −0.03 |
| INTC Intel Corp. | Reduce -10.4% | 0.05% | −0.03 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -61.6% | 0.02% | −0.03 |
| SNOW Snowflake Inc. | Reduce -10.2% | 0.07% | −0.03 |
| TFI SS SPDR N Ice Muni Bond ETF | Reduce -19.1% | 0.08% | −0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -4.1% | 1.44% | −0.02 |
| PEP Pepsico Inc. | Reduce -4.7% | 0.28% | −0.02 |
| UPS United Parcel Service Class B | Reduce -16.3% | 0.07% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -2.8% | 0.30% | −0.02 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -3.7% | 0.16% | −0.02 |
| CRL Charles River Laboratories | Reduce -13.5% | 0.06% | −0.02 |
| TJX TJX Companies Inc. | Reduce -7.1% | 0.23% | −0.02 |
| FDS Factset Research Systems Inc. | Reduce -99.2% | 0.00% | −0.02 |
| TEAM Atlassian Corp. Class A | Reduce -5.2% | 0.06% | −0.01 |
| BA The Boeing Co. | Reduce -8.3% | 0.04% | −0.01 |
| CPRT Copart Inc. | Reduce -98.8% | 0.00% | −0.01 |
| JNK SS SPDR BB High Yield Bond | Reduce -34.4% | 0.02% | −0.01 |
| PFE Pfizer Inc. | Reduce -4.0% | 0.17% | −0.01 |
| ZTS Zoetis Inc. | Reduce -13.2% | 0.13% | −0.01 |
| USPH U.S. Physical Therapy Inc. | Sold out | 0.00% | −0.01 |
Portfolio Buys Q2 2024 → Q3 2024
| AVGO Broadcom Inc. | Add +23.5% | 1.25% | +0.25 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +19.1% | 1.77% | +0.24 |
| META Meta Platforms Inc. Class A | Add +8.6% | 1.50% | +0.21 |
| SCHD Schwab US DVD Equity ETF | Add +8.7% | 1.59% | +0.16 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +7.9% | 1.35% | +0.13 |
| HES Hess Corp. | Add +121.7% | 0.25% | +0.12 |
| RTX RTX Corp. | Add +180.5% | 0.15% | +0.11 |
| ABBV Abbvie Inc. | Add +1.1% | 1.08% | +0.10 |
| SNPS Synopsys Inc. | Add +2091.3% | 0.10% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +906.6% | 0.10% | +0.09 |
| KRE SS SPDR S&P Regional Bank | Add +14925.5% | 0.08% | +0.08 |
| PG The Procter & Gamble Co. | Add +15.2% | 0.67% | +0.08 |
| TLT iShares 20+ Year Treasury BD | Add +5.3% | 1.43% | +0.08 |
| ORCL Oracle Corp. | Add +2.5% | 0.51% | +0.07 |
| RIO Rio Tinto PLC-Spon ADR | Add +7372.9% | 0.07% | +0.07 |
| EFA iShares MSCI Eafe ETF | Add +3.4% | 1.75% | +0.07 |
| DHI D.R. Horton Inc. | Add +1.2% | 0.30% | +0.07 |
| IWD iShares Russell 1000 Value E | Add +5.2% | 0.90% | +0.06 |
| WMT Walmart Inc. | Add +0.0% | 0.51% | +0.06 |
| KKR KKR & Co. Inc. | Add +7.1% | 0.27% | +0.05 |
| ISRG Intuitive Surgical Inc. | Add +6.6% | 0.51% | +0.05 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +1.7% | 1.19% | +0.05 |
| MCD McDonald's Corp. | Add +2.9% | 0.36% | +0.05 |
| TSLA Tesla Inc. | Add +11.6% | 0.18% | +0.05 |
| ETR Entergy Corp. | Add +2.3% | 0.29% | +0.05 |
| BX Blackstone Inc. | Add +1.7% | 0.29% | +0.04 |
| IBM Intl Business Machines Corp. | Add +0.3% | 0.25% | +0.04 |
| GLW Corning Inc. | Add +0.4% | 0.48% | +0.04 |
| LIN Linde PLC | Add +34.3% | 0.16% | +0.04 |
| BSV Vanguard Short-Term Bond ETF | Add +15.7% | 0.40% | +0.04 |
| JNJ Johnson & Johnson | Add +1.4% | 0.76% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.3% | 1.51% | +0.04 |
| AEP American Electric Power | Add +2.7% | 0.33% | +0.04 |
| EVRG Evergy Inc. | Add +9.3% | 0.23% | +0.04 |
| TGT Target Corp. | Add +16.9% | 0.25% | +0.04 |
| LEN Lennar Corp. Class A | Add +0.3% | 0.23% | +0.03 |
| SPOT Spotify Technology SA | Add +4.7% | 0.23% | +0.03 |
| CMI Cummins Inc. | Add +1.4% | 0.30% | +0.03 |
| MDT Medtronic PLC | Add +1.6% | 0.34% | +0.03 |
| ICE Intercontinental Exchange Inc. | Add +2.8% | 0.25% | +0.03 |
| PSA Public Storage | Add +7.0% | 0.14% | +0.03 |
| PGR Progressive Corp. | Add +0.2% | 0.20% | +0.03 |
| NEM Newmont Corp. | Add +1.4% | 0.15% | +0.03 |
| BLDR Builders Firstsource Inc. | Add +23.9% | 0.07% | +0.03 |
| GSK GSK PLC-Spon ADR | Add +12.5% | 0.23% | +0.03 |
| TMUS T-Mobile US Inc. | Add +1.1% | 0.23% | +0.02 |
| TRV The Travelers Cos Inc. | Add +0.1% | 0.30% | +0.02 |
| AON Aon PLC Class A | Add +0.6% | 0.22% | +0.02 |
| REG Regency Centers Corp. | Add +10.7% | 0.13% | +0.02 |
| DD Dupont DE Nemours Inc. | Add +4.4% | 0.28% | +0.02 |
Notes & Other Activity Q2 2024 → Q3 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Add +20.0% | 120 | $4K |
| SEAPORT ENTERTAINMENT GR-RTS | RIGHT 10/10/2024 | New | 207 | $611 |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | Reduce -33.3% | 18 | $151 |
| FUL H.B. Fuller Co. | COM | Reduce -100.0% | 0 | $18 |
| MLAB Mesa Laboratories Inc. | COM | Sold out | 0 | $5before exit |
| APTV Aptiv Irish Holdings Ltd. | COM | Reduce -100.0% | 0 | $0 |
| SLAB Silicon Laboratories Inc. | COM | Reduce -100.0% | 0 | $0 |
| DT Dynatrace Inc. | COM NEW | Reduce -100.0% | 0 | $0 |
| ALGN Align Technology Inc. | COM | Reduce -100.0% | 0 | $0 |
| AGNC AGNC Investment Corp. | COM | Reduce -100.0% | 0 | $0 |
| ACRE Ares Commercial Real Estate | COM | Sold out | 0 | $0before exit |
| CPT Camden Property Trust | SH BEN INT | New | 0 | $0 |
| EQBK Equity Bancshares Inc. Class A | COM CL A | Sold out | 0 | $0before exit |
| KWR Quaker Chemical Corporation | COM | Sold out | 0 | $0before exit |
| RIGL Rigel Pharmaceuticals Inc. | COM | Sold out | 0 | $0before 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 | 1,386 | $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 |