Cullen/Frost Bankers, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 2, 2025), Cullen/Frost Bankers, Inc. reported 1,274 stock positions worth $7.1 billion. Its top holding was Apple (AAPL) at 5.9% of the portfolio, followed by Microsoft (MSFT, 5.0%) and Vanguard Mrngstar GR ETF-Sui (VUG, 3.0%). Compared with Q4 2024, it opened 175 new positions, sold out of 234, added to 545 and reduced 343. The biggest buy was iShares MSCI Eafe ETF (EFA, shares +7%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- San Antonio, TX
- CIK
- 0000039263
- Portfolio Value
- $7.1B (Q1 2025)
- SEC Filing
- 0000039263-25-000087 ↗ filed May 2, 2025
Holdings Value
Holdings 1,274 stocks · $7.1B
| AAPL Apple Inc. | 5.91% | 1,899,746 | $422.0M | Reduce -0.3% |
| MSFT Microsoft Corp. | 5.02% | 955,214 | $358.6M | Reduce -0.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 3.05% | 586,161 | $217.4M | Add +1.8% |
| AMZN Amazon.com Inc. | 2.62% | 983,936 | $187.2M | Add +0.8% |
| NVDA Nvidia Corp. | 2.35% | 1,548,516 | $167.8M | Reduce -2.2% |
| EFA iShares MSCI Eafe ETF | 1.95% | 1,701,899 | $139.1M | Add +6.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 1.90% | 2,457,140 | $135.4M | Add +8.3% |
| IWF iShares Russell 1000 Growth | 1.85% | 366,190 | $132.2M | Reduce -3.3% |
| V Visa Inc. Class A | 1.74% | 355,288 | $124.5M | Add +0.3% |
| META Meta Platforms Inc. Class A | 1.63% | 201,924 | $116.4M | Add +3.5% |
| SCHD Schwab US DVD Equity ETF | 1.60% | 4,090,737 | $114.4M | Reduce -0.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.52% | 193,684 | $108.3M | Add +1.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 1.51% | 485,484 | $107.7M | Add +8.3% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 1.49% | 410,358 | $106.1M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 1.41% | 650,623 | $100.6M | Add +2.0% |
| IWP iShares Russell Mid-Cap Grow | 1.36% | 825,357 | $97.0M | Add +11.1% |
| JPM JPMorgan Chase & Co. | 1.30% | 377,600 | $92.6M | Reduce -3.9% |
| MA Mastercard Inc. Class A | 1.27% | 164,840 | $90.4M | Add +0.0% |
| COST Costco Wholesale Corp. | 1.25% | 94,119 | $89.0M | Reduce -2.2% |
| IJJ iShares S&P Mid-Cap 400 Valu | 1.24% | 741,779 | $88.8M | Add +5.2% |
| AVGO Broadcom Inc. | 1.24% | 528,843 | $88.5M | Add +1.1% |
| GOOG Alphabet Inc. Class C | 1.23% | 563,793 | $88.1M | Reduce -0.7% |
| LLY Eli Lilly & Co. | 1.19% | 102,764 | $84.9M | Add +0.7% |
| ABBV Abbvie Inc. | 1.13% | 384,495 | $80.6M | Add +0.9% |
| HD Home Depot Inc. | 1.08% | 209,412 | $76.7M | Add +0.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.01% | 136,006 | $72.4M | Reduce -0.0% |
| IWD iShares Russell 1000 Value E | 0.95% | 359,247 | $67.6M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.85% | 512,518 | $61.0M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.80% | 344,647 | $57.2M | Add +0.7% |
| UNH Unitedhealth Group Inc. | 0.76% | 104,031 | $54.5M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 0.73% | 305,704 | $52.1M | Reduce -1.1% |
| NOW ServiceNow Inc. | 0.71% | 64,065 | $51.0M | Reduce -2.1% |
| CVX Chevron Corp. | 0.64% | 273,502 | $45.8M | Add +2.7% |
| ORCL Oracle Corp. | 0.63% | 322,904 | $45.1M | Add +27.9% |
| KO The Coca-Cola Co. | 0.63% | 628,180 | $45.0M | Reduce -1.8% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.63% | 129,230 | $44.6M | Add +9.3% |
| PM Philip Morris International | 0.62% | 276,627 | $43.9M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 0.61% | 440,002 | $43.5M | Reduce -1.8% |
| WMT Walmart Inc. | 0.61% | 492,183 | $43.2M | Add +1.2% |
| UNP Union Pacific Corp. | 0.58% | 174,347 | $41.2M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.58% | 983,937 | $41.1M | Reduce -0.7% |
| ETN Eaton Corp. PLC | 0.57% | 149,164 | $40.5M | Add +2.6% |
| TLT iShares 20+ Year Treasury BD | 0.56% | 442,716 | $40.3M | Reduce -38.2% |
| ISRG Intuitive Surgical Inc. | 0.54% | 77,382 | $38.3M | Add +1.8% |
| AXP American Express Co. | 0.51% | 136,368 | $36.7M | Add +0.3% |
| BSX Boston Scientific Corp. | 0.51% | 360,799 | $36.4M | Reduce -0.9% |
| GLW Corning Inc. | 0.51% | 791,149 | $36.2M | Add +1.3% |
| VEU Vanguard Ftse All-World Ex-U | 0.50% | 592,690 | $36.0M | Add +5.5% |
| BKNG Booking Holdings Inc. | 0.50% | 7,727 | $35.6M | Reduce -2.9% |
| ORLY O'reilly Automotive Inc. | 0.49% | 24,593 | $35.2M | Reduce -2.4% |
| QCOM Qualcomm Inc. | 0.49% | 227,258 | $34.9M | Reduce -1.7% |
| VWO Vanguard Ftse Emerging Marke | 0.49% | 770,986 | $34.9M | Reduce -5.4% |
| CSCO Cisco Systems Inc. | 0.45% | 520,602 | $32.1M | Add +0.5% |
| NFLX Netflix Inc. | 0.44% | 33,843 | $31.6M | Add +25.6% |
| AMGN Amgen Inc. | 0.42% | 95,988 | $29.9M | Add +4.5% |
| GLTR Abrdn Precious Metals Basket | 0.42% | 230,342 | $29.8M | Reduce -17.8% |
| LOW Lowe's Cos Inc. | 0.41% | 126,971 | $29.6M | Reduce -0.5% |
| MCD McDonald's Corp. | 0.41% | 93,759 | $29.3M | Add +3.3% |
| CMG Chipotle Mexican Grill Inc. | 0.41% | 578,362 | $29.0M | Reduce -2.5% |
| MCO Moody's Corp. | 0.40% | 61,918 | $28.8M | Reduce -0.7% |
| SHW The Sherwin-Williams Co. | 0.40% | 81,616 | $28.5M | Reduce -6.8% |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 359,881 | $28.2M | Reduce -7.7% |
| ETR Entergy Corp. | 0.39% | 328,460 | $28.1M | Add +0.5% |
| HON Honeywell International Inc. | 0.39% | 130,673 | $27.7M | Add +0.0% |
| ADP Automatic Data Processing | 0.39% | 90,479 | $27.6M | Add +0.8% |
| DHR Danaher Corp. | 0.39% | 134,220 | $27.5M | Add +1.7% |
| AEP American Electric Power | 0.37% | 239,738 | $26.2M | Add +0.7% |
| VOO Vanguard S&P 500 ETF | 0.36% | 50,238 | $25.8M | Add +1.7% |
| MDT Medtronic PLC | 0.36% | 284,261 | $25.5M | Add +2.4% |
| CB Chubb Ltd. | 0.35% | 82,244 | $24.8M | Add +0.6% |
| COP Conocophillips | 0.34% | 229,518 | $24.1M | Reduce -0.7% |
| TRV The Travelers Cos Inc. | 0.34% | 90,880 | $24.0M | Reduce -0.8% |
| SPOT Spotify Technology SA | 0.33% | 43,451 | $23.9M | Reduce -6.2% |
| TXN Texas Instruments Inc. | 0.33% | 129,757 | $23.3M | Add +0.6% |
| CRM Salesforce Inc. | 0.33% | 86,859 | $23.3M | Add +4.8% |
| VZ Verizon Communications Inc. | 0.32% | 509,284 | $23.1M | Add +0.8% |
| SYK Stryker Corp. | 0.32% | 61,236 | $22.8M | Add +0.9% |
| MRK Merck & Co. Inc. | 0.32% | 251,553 | $22.6M | Reduce -22.3% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 228,742 | $22.6M | Add +1.8% |
| ABT Abbott Laboratories | 0.31% | 169,447 | $22.5M | Add +0.9% |
| HES Hess Corp. | 0.31% | 138,815 | $22.2M | Add +1.0% |
| TMUS T-Mobile US Inc. | 0.31% | 82,634 | $22.0M | Reduce -0.3% |
| ADBE Adobe Inc. | 0.31% | 57,231 | $21.9M | Add +2.4% |
| CMI Cummins Inc. | 0.30% | 69,261 | $21.7M | Add +1.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.30% | 85,259 | $21.2M | Add +1.2% |
| ICE Intercontinental Exchange Inc. | 0.28% | 117,674 | $20.3M | Add +0.9% |
| VLO Valero Energy Corp. | 0.28% | 151,818 | $20.1M | Reduce -0.3% |
| BX Blackstone Inc. | 0.28% | 142,962 | $20.0M | Add +1.8% |
| CME Cme Group Inc. | 0.28% | 75,000 | $19.9M | Add +1.5% |
| CP Canadian Pacific Kansas City | 0.28% | 282,548 | $19.8M | Reduce -2.9% |
| WDAY Workday Inc. Class A | 0.27% | 82,814 | $19.3M | Reduce -1.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.27% | 389,564 | $19.3M | Reduce -17.2% |
| EVRG Evergy Inc. | 0.27% | 278,796 | $19.2M | Add +2.9% |
| AON Aon PLC Class A | 0.26% | 47,001 | $18.8M | Add +1.0% |
| GE General Electric filed as GE AEROSPACE | 0.26% | 93,651 | $18.7M | Add +5.3% |
| T AT&T Inc. | 0.26% | 657,349 | $18.6M | Reduce -7.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.25% | 145,470 | $17.7M | Add +1.2% |
| PGR Progressive Corp. | 0.25% | 62,430 | $17.7M | Add +5.9% |
| IVW iShares S&P 500 Growth ETF | 0.25% | 189,965 | $17.6M | Reduce -1.6% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.25% | 22 | $17.6M | No change |
Other holdings (2): bonds, preferreds, convertibles and warrants · $3K (not counted above)
Lines left out (1) · $21 — a value with no share or principal amount
| Security | Class | Shares | Value |
|---|---|---|---|
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 | 0 | $21 |
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: $7.1B.
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.3% | 5.91% | −0.61 |
| NVDA Nvidia Corp. | Reduce -2.2% | 2.35% | −0.55 |
| MSFT Microsoft Corp. | Reduce -0.2% | 5.02% | −0.49 |
| TLT iShares 20+ Year Treasury BD | Reduce -38.2% | 0.56% | −0.29 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 1.23% | −0.24 |
| NOW ServiceNow Inc. | Reduce -2.1% | 0.71% | −0.23 |
| IWF iShares Russell 1000 Growth | Reduce -3.3% | 1.85% | −0.23 |
| MRVL Marvell Technology Inc. | Reduce -8.5% | 0.23% | −0.21 |
| LEN Lennar Corp. Class A | Reduce -95.4% | 0.01% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -22.3% | 0.32% | −0.12 |
| AMD Advanced Micro Devices | Reduce -66.6% | 0.04% | −0.11 |
| GUNR NT Mstar GLBL NR ETF | Reduce -38.7% | 0.17% | −0.08 |
| CMG Chipotle Mexican Grill Inc. | Reduce -2.5% | 0.41% | −0.08 |
| GLOB Globant SA | Reduce -10.3% | 0.08% | −0.08 |
| DHI D.R. Horton Inc. | Reduce -29.1% | 0.15% | −0.07 |
| KKR KKR & Co. Inc. | Reduce -2.8% | 0.25% | −0.07 |
| ABNB Airbnb Inc. Class A | Reduce -90.8% | 0.01% | −0.07 |
| CBOE Cboe Global Markets Inc. | Reduce -77.7% | 0.02% | −0.06 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -17.2% | 0.27% | −0.05 |
| CRL Charles River Laboratories | Reduce -97.2% | 0.00% | −0.05 |
| DDOG Datadog Inc. Class A | Reduce -2.6% | 0.10% | −0.04 |
| BKNG Booking Holdings Inc. | Reduce -2.9% | 0.50% | −0.04 |
| PFE Pfizer Inc. | Reduce -26.7% | 0.10% | −0.04 |
| CMCSA Comcast Corp. Class A | Reduce -16.4% | 0.19% | −0.04 |
| UPS United Parcel Service Class B | Reduce -34.7% | 0.04% | −0.03 |
| WDAY Workday Inc. Class A | Reduce -1.6% | 0.27% | −0.03 |
| TGT Target Corp. | Reduce -60.8% | 0.01% | −0.03 |
| LULU Lululemon Athletica Inc. | Reduce -2.0% | 0.06% | −0.02 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.6% | 0.25% | −0.02 |
| BAC Bank of America Corp. | Reduce -0.7% | 0.58% | −0.02 |
| FIS Fidelity National Info Serv | Reduce -86.6% | 0.00% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -7.7% | 0.39% | −0.02 |
| AMAT Applied Materials Inc. | Reduce -4.9% | 0.11% | −0.02 |
| LOW Lowe's Cos Inc. | Reduce -0.5% | 0.41% | −0.02 |
| ICF iShares Select U.S. REIT ETF | Reduce -14.3% | 0.13% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -1.8% | 0.17% | −0.01 |
| MRP Millrose Properties | Reduce -98.3% | 0.00% | −0.01 |
| OKE Oneok Inc. | Reduce -71.5% | 0.00% | −0.01 |
| ROST Ross Stores Inc. | Reduce -35.0% | 0.01% | −0.01 |
| CP Canadian Pacific Kansas City | Reduce -2.9% | 0.28% | −0.01 |
| CFR Cullen/Frost Bankers Inc. | Reduce -8.2% | 0.07% | −0.01 |
| EMR Emerson Electric Co. | Reduce -2.6% | 0.07% | −0.01 |
| TROW T Rowe Price Group Inc. | Reduce -3.1% | 0.04% | −0.01 |
| XEL Xcel Energy Inc. | Reduce -62.2% | 0.01% | −0.01 |
| SHW The Sherwin-Williams Co. | Reduce -6.8% | 0.40% | −0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -1.1% | 0.10% | −0.01 |
| INTC Intel Corp. | Reduce -32.2% | 0.03% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -19.8% | 0.03% | −0.01 |
| ALTR Altair Engineering Inc. Class A | Sold out | 0.00% | −0.01 |
| CARR Carrier Global Corp. | Reduce -0.8% | 0.12% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| EFA iShares MSCI Eafe ETF | Add +6.9% | 1.95% | +0.30 |
| V Visa Inc. Class A | Add +0.3% | 1.74% | +0.21 |
| ABBV Abbvie Inc. | Add +0.9% | 1.13% | +0.20 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +8.3% | 1.90% | +0.18 |
| AJG Arthur J Gallagher & Co. | Add +9.3% | 0.63% | +0.17 |
| PM Philip Morris International | Add +0.5% | 0.62% | +0.16 |
| C Citigroup Inc. | Add +359.2% | 0.17% | +0.14 |
| JNJ Johnson & Johnson | Add +0.7% | 0.80% | +0.12 |
| NFLX Netflix Inc. | Add +25.6% | 0.44% | +0.11 |
| CVX Chevron Corp. | Add +2.7% | 0.64% | +0.11 |
| LLY Eli Lilly & Co. | Add +0.7% | 1.19% | +0.11 |
| RPRX Royalty Pharma PLC Class A | Add +413171.7% | 0.11% | +0.11 |
| RCL Royal Caribbean Cruises Ltd. | Add +7890.2% | 0.11% | +0.10 |
| FISV Fiserv Inc. | Add +162.4% | 0.16% | +0.10 |
| TT Trane Technologies PLC | Add +692.8% | 0.12% | +0.10 |
| AMGN Amgen Inc. | Add +4.5% | 0.42% | +0.09 |
| MA Mastercard Inc. Class A | Add +0.0% | 1.27% | +0.08 |
| IWP iShares Russell Mid-Cap Grow | Add +11.1% | 1.36% | +0.07 |
| META Meta Platforms Inc. Class A | Add +3.5% | 1.63% | +0.07 |
| AEP American Electric Power | Add +0.7% | 0.37% | +0.07 |
| QSR Restaurant Brands Intern | Add +375772.2% | 0.06% | +0.06 |
| VEU Vanguard Ftse All-World Ex-U | Add +5.5% | 0.50% | +0.06 |
| HES Hess Corp. | Add +1.0% | 0.31% | +0.06 |
| GE General Electric | Add +5.3% | 0.26% | +0.06 |
| ORCL Oracle Corp. | Add +27.9% | 0.63% | +0.06 |
| ABT Abbott Laboratories | Add +0.9% | 0.31% | +0.06 |
| MDT Medtronic PLC | Add +2.4% | 0.36% | +0.05 |
| ETR Entergy Corp. | Add +0.5% | 0.39% | +0.05 |
| PGR Progressive Corp. | Add +5.9% | 0.25% | +0.05 |
| IWD iShares Russell 1000 Value E | Add +1.5% | 0.95% | +0.05 |
| MCD McDonald's Corp. | Add +3.3% | 0.41% | +0.05 |
| UBER Uber Technologies Inc. | Add +1.5% | 0.24% | +0.05 |
| VZ Verizon Communications Inc. | Add +0.8% | 0.32% | +0.05 |
| ICE Intercontinental Exchange Inc. | Add +0.9% | 0.28% | +0.05 |
| GSK GSK PLC-Spon ADR | Add +12.1% | 0.19% | +0.05 |
| NEM Newmont Corp. | Add +5.8% | 0.16% | +0.05 |
| CME Cme Group Inc. | Add +1.5% | 0.28% | +0.04 |
| IBM Intl Business Machines Corp. | Add +1.2% | 0.30% | +0.04 |
| RTX RTX Corp. | Add +9.3% | 0.20% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +66.7% | 0.11% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +62.2% | 0.12% | +0.04 |
| ACN Accenture PLC Class A | Add +101.8% | 0.09% | +0.04 |
| EVRG Evergy Inc. | Add +2.9% | 0.27% | +0.04 |
| IJJ iShares S&P Mid-Cap 400 Valu | Add +5.2% | 1.24% | +0.04 |
| CB Chubb Ltd. | Add +0.6% | 0.35% | +0.04 |
| CGGE Cap Group Global Eq | New | 0.04% | +0.04 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.3% | 1.51% | +0.04 |
| AZO AutoZone Inc. | Add +0.8% | 0.18% | +0.03 |
| AON Aon PLC Class A | Add +1.0% | 0.26% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +1.8% | 1.49% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -17.1% | 102 | $3K |
| SHV iShares 0-1 Year Treasury Bo | TRUST ISHARE 0-1 | Reduce -100.0% | 0 | $21 |
| VAL.WS Valaris Ltd. -CW28 | *W EXP 04/29/202 | New | 4 | $20 |
| PRA Proassurance Corp. | COM | Reduce -100.0% | 0 | $0 |
| COFS Choiceone Financial SVCS Inc. | COM | Reduce -100.0% | 0 | $0 |
| UUUU Energy Fuels Inc. | COM NEW | Reduce -100.0% | 0 | $0 |
| ICFI Icf International Inc. | COM | Reduce -100.0% | 0 | $0 |
| RDFN Redfin Corp. | COM | Reduce -100.0% | 0 | $0 |
| ERO Ero Copper Corp. | COM | Sold out | 0 | $0before exit |
| ETHE Grayscale Ethereum Staking E | SHS | Sold out | 0 | $0before exit |
| ETH Grayscale Ethereum Staking M | SHS NEW | Sold out | 0 | $0before exit |
| SGOV iShares 0-3 Month Treasury B | 0-3 MTH TREASURY | Sold out | 0 | $0before exit |
| COWZ Pacer US Cash Cows 100 ETF | US CASH COWS 100 | Sold out | 0 | $0before exit |
| SSO Proshares Ultra S&P500 | PSHS ULT S&P 500 | Sold out | 0 | $0before exit |
| USD Proshares Ultra Semiconduct | PSHS ULT SEMICDT | Sold out | 0 | $0before exit |
| SM SM Energy Co. | COM | New | 0 | $0 |
| XOP SS SPDR S&P Og Exp & Prod | SP O&G EXPL PRO | Sold out | 0 | $0before exit |
| BCAL California Bancorp | COM | New | 0 | $0 |
| OIH Vaneck Oil Services ETF | OIL SERVICES ETF | Sold out | 0 | $0before exit |
| BIV Vanguard Intermediate-Term B | INTERMED TERM | 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 |