Doliver Advisors, LP

Name: DOLIVER ADVISORS, LP 13F holdings, Q1 2025
Creator: DOLIVER ADVISORS, LP
Published: 2025-04-08

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 8, 2025), Doliver Advisors, LP reported 163 stock positions worth $355.9 million. Its top holding was Exxon Mobil (XOM) at 36.3% of the portfolio, followed by iShares Core S&P U.S. Growth (IUSG, 6.2%) and Dga Core Plus Abs RTRN ETF (HF, 4.9%). Compared with Q4 2024, it opened 14 new positions, sold out of 8, added to 52 and reduced 85. The biggest buy was a new position in Transdigm (TDG) and the biggest sale iShares Core S&P U.S. Growth (IUSG, shares −7%).

Most Recent 13F: Q2 2026
Location: HOUSTON, TX
CIK: 0000938077
Portfolio Value: $355.9M (Q1 2025)
SEC Filing: 0000938077-25-000003 ↗ filed Apr 8, 2025

Holdings Value

Holdings 163 stocks · $355.9M


XOM Exxon Mobil Corp.	36.33%	1,087,239	$129.3M	Reduce -5.9%
IUSG iShares Core S&P U.S. Growth	6.15%	172,362	$21.9M	Reduce -6.8%
HF Dga Core Plus Abs RTRN ETF	4.91%	862,594	$17.5M	Reduce -2.5%
IVV iShares Core S&P 500 ETF	3.18%	20,110	$11.3M	Add +1.5%
AMZN Amazon.com Inc.	2.10%	39,261	$7.5M	Add +6.2%
AAPL Apple Inc.	1.61%	25,783	$5.7M	Reduce -0.5%
META Meta Platforms Inc. Class A	1.59%	9,816	$5.7M	Add +5.0%
GOOG Alphabet Inc. Class C	1.58%	36,015	$5.6M	Reduce -0.9%
JPM JPMorgan Chase & Co.	1.42%	20,646	$5.1M	Reduce -1.3%
V Visa Inc. Class A	1.31%	13,332	$4.7M	Reduce -5.2%
NVDA Nvidia Corp.	1.30%	42,742	$4.6M	Add +2.0%
ITOT iShares Core S&P Total U.S.	1.25%	36,469	$4.4M	Reduce -7.5%
PM Philip Morris International	1.22%	27,295	$4.3M	Reduce -4.7%
EPD Enterprise Products Partners	0.95%	98,913	$3.4M	Reduce -0.1%
IWM iShares Russell 2000 ETF	0.93%	16,609	$3.3M	Add +3.6%
ETN Eaton Corp. PLC	0.83%	10,901	$3.0M	Add +3.8%
BKNG Booking Holdings Inc.	0.79%	611	$2.8M	Add +0.7%
MPLX MPLX LP	0.67%	44,373	$2.4M	Reduce -0.6%
FFIN First Finl Bankshares Inc.	0.66%	65,800	$2.4M	No change
JNJ Johnson & Johnson	0.66%	14,191	$2.4M	Add +1.4%
APO Apollo Global Management Inc.	0.66%	17,143	$2.3M	Add +13.0%
AVGO Broadcom Inc.	0.64%	13,533	$2.3M	Add +0.7%
WMT Walmart Inc.	0.63%	25,564	$2.2M	Add +3.3%
NOW ServiceNow Inc.	0.63%	2,805	$2.2M	Reduce -4.4%
MO Altria Group Inc.	0.61%	36,093	$2.2M	Reduce -0.4%
CRWD CrowdStrike Holdings Inc. Class A	0.60%	6,012	$2.1M	Reduce -6.5%
MSFT Microsoft Corp.	0.58%	5,467	$2.1M	Reduce -1.0%
SONY Sony Group Corp. - SP ADR	0.56%	77,989	$2.0M	Reduce -6.9%
LOW Lowe's Cos Inc.	0.52%	7,932	$1.8M	Reduce -2.6%
SGU Star Group LP	0.52%	140,089	$1.8M	No change
EOG EOG Resources Inc.	0.51%	14,114	$1.8M	Reduce -2.5%
ABT Abbott Laboratories	0.50%	13,426	$1.8M	Reduce -3.9%
ISRG Intuitive Surgical Inc.	0.46%	3,310	$1.6M	Reduce -4.8%
CRM Salesforce Inc.	0.44%	5,894	$1.6M	Add +1.9%
ASML ASML Holding NV-NY Reg SHS	0.43%	2,324	$1.5M	Reduce -2.8%
AMGN Amgen Inc.	0.43%	4,898	$1.5M	Reduce -14.8%
MRK Merck & Co. Inc.	0.42%	16,663	$1.5M	Add +1.9%
MCD McDonald's Corp.	0.42%	4,778	$1.5M	Add +7.2%
HD Home Depot Inc.	0.41%	3,997	$1.5M	Add +3.1%
TMO Thermo Fisher Scientific Inc.	0.41%	2,907	$1.4M	Add +3.7%
MA Mastercard Inc. Class A	0.39%	2,549	$1.4M	Reduce -4.8%
CVX Chevron Corp.	0.37%	7,865	$1.3M	Reduce -1.5%
PH Parker Hannifin Corp.	0.37%	2,159	$1.3M	Add +16.6%
GTLS Chart Industries Inc.	0.37%	9,074	$1.3M	Reduce -12.2%
OC Owens Corning	0.37%	9,160	$1.3M	Add +0.2%
PG The Procter & Gamble Co.	0.36%	7,495	$1.3M	Reduce -4.7%
SNOW Snowflake Inc.	0.34%	8,390	$1.2M	Add +1.6%
LHX L3HARRIS Technologies Inc.	0.34%	5,755	$1.2M	Add +8.9%
USB US Bancorp	0.34%	28,287	$1.2M	Reduce -0.2%
MDT Medtronic PLC	0.33%	13,098	$1.2M	Add +0.7%
HON Honeywell International Inc.	0.33%	5,506	$1.2M	Reduce -1.9%
AXP American Express Co.	0.33%	4,301	$1.2M	Add +18.4%
ADBE Adobe Inc.	0.32%	2,998	$1.1M	Reduce -4.4%
DUK Duke Energy Corp.	0.32%	9,336	$1.1M	Reduce -4.1%
CMCSA Comcast Corp. Class A	0.32%	30,716	$1.1M	Reduce -5.8%
ACN Accenture PLC Class A	0.31%	3,512	$1.1M	Reduce -5.8%
NVO Novo-Nordisk A/S-Spons ADR	0.31%	15,690	$1.1M	Reduce -3.3%
ABBV Abbvie Inc.	0.30%	5,073	$1.1M	Reduce -3.9%
IAU iShares Gold Trust	0.29%	17,275	$1.0M	Reduce -6.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO	0.27%	9,559	$943K	Reduce -3.3%
NFLX Netflix Inc.	0.26%	990	$923K	Reduce -1.6%
BA The Boeing Co.	0.26%	5,342	$911K	Reduce -1.0%
UBER Uber Technologies Inc.	0.25%	12,252	$893K	Add +1.9%
NOG Northern Oil and Gas Inc.	0.24%	28,246	$854K	Reduce -1.5%
PYPL PayPal Holdings Inc.	0.24%	12,906	$842K	Add +1.1%
CEG Constellation Energy	0.23%	4,134	$834K	Add +162.5%
KO The Coca-Cola Co.	0.23%	11,501	$824K	Reduce -17.1%
TSLA Tesla Inc.	0.23%	3,124	$810K	Add +102.2%
GBTC Grayscale Bitcoin Trust ETF	0.22%	12,173	$793K	Add +0.0%
ICE Intercontinental Exchange Inc.	0.22%	4,591	$792K	Reduce -5.2%
PEP Pepsico Inc.	0.22%	5,275	$791K	Reduce -2.5%
CSCO Cisco Systems Inc.	0.22%	12,550	$774K	Add +2.5%
FDX FedEx Corp.	0.22%	3,144	$766K	Reduce -2.3%
CHTR Charter Communications Inc. Class A	0.21%	2,021	$745K	Reduce -6.4%
SHOP Shopify Inc. Class A	0.20%	7,365	$703K	Add +47.4%
SLV iShares Silver Trust	0.20%	22,481	$697K	Reduce -8.8%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	0.20%	3,800	$694K	Reduce -5.0%
DE Deere & Co.	0.19%	1,461	$686K	Add +0.6%
GLD SPDR Gold Shares	0.19%	2,360	$680K	Reduce -9.6%
REFI Chicago Atlantic Real Estate	0.19%	46,188	$679K	Add +68.3%
LYV Live Nation Entertainment Inc.	0.19%	5,191	$678K	Add +8.3%
BRK.B Berkshire Hathaway Inc. Class B	0.19%	1,270	$676K	Reduce -14.7%
TCBX Third Coast Bancshares Inc.	0.19%	20,250	$676K	No change
CAT Caterpillar Inc.	0.19%	2,014	$664K	Add +32.7%
DPZ Domino's Pizza Inc.	0.18%	1,424	$654K	Add +3.1%
EFA iShares MSCI Eafe ETF	0.18%	7,630	$624K	Reduce -12.3%
NTNX Nutanix Inc. Class A	0.17%	8,885	$620K	Add +30.3%
TDG Transdigm Group Inc.	0.17%	443	$613K	New
TAP Molson Coors Beverage Co. Class B	0.17%	10,034	$611K	Reduce -1.1%
Z Zillow Group Inc. Class C	0.17%	8,870	$608K	Reduce -1.7%
MTN Vail Resorts Inc.	0.17%	3,750	$600K	Reduce -3.9%
ET Energy Transfer LP	0.17%	32,244	$599K	Reduce -2.3%
MU Micron Technology Inc.	0.17%	6,883	$598K	New
KRP Kimbell Royalty Partners LP	0.17%	42,401	$594K	No change
FSLR First Solar Inc.	0.17%	4,673	$591K	Reduce -0.8%
BCRX Biocryst Pharmaceuticals Inc.	0.16%	74,328	$557K	No change
ABNB Airbnb Inc. Class A	0.16%	4,662	$557K	Reduce -6.2%
WFC Wells Fargo & Co.	0.15%	7,675	$551K	Reduce -1.9%
IBIT iShares Bitcoin Trust ETF	0.15%	11,097	$519K	Add +15.8%
SO The Southern Co.	0.14%	5,578	$513K	Reduce -2.6%
IJR iShares Core S&P Small-Cap E	0.14%	4,799	$502K	Add +5.0%
IJJ iShares S&P Mid-Cap 400 Valu	0.14%	4,135	$495K	New
CTRA Coterra Energy Inc.	0.14%	17,028	$492K	Reduce -0.6%
BSM Black Stone Minerals LP	0.14%	31,734	$485K	Add +2.6%
SSB Southstate Bank Corp.	0.14%	5,186	$481K	New
PSA Public Storage	0.13%	1,571	$470K	Add +8.6%
CRK Comstock Resources Inc.	0.13%	22,736	$462K	Reduce -7.2%
STZ Constellation Brands Inc. Class A	0.13%	2,513	$461K	Add +59.8%
MSTR Strategy Inc. filed as MICROSTRATEGY INC	0.13%	1,550	$447K	New
GOOGL Alphabet Inc. Class A	0.13%	2,886	$446K	Add +123.4%
EXE Expand Energy Corp.	0.13%	4,008	$446K	Reduce -0.1%
PAA Plains All Amer Pipeline LP	0.12%	21,978	$440K	Reduce -2.0%
IEMG iShares Core MSCI Emerging	0.12%	8,121	$438K	Add +0.6%
XLV SS Health Care Select Sector	0.12%	2,995	$437K	Add +5.8%
INTC Intel Corp.	0.12%	18,509	$420K	Reduce -20.0%
DVN Devon Energy Corp.	0.11%	10,935	$409K	Reduce -5.4%
VIG Vanguard Dividend Apprec ETF	0.11%	2,050	$398K	No change
EA Electronic Arts Inc.	0.11%	2,697	$390K	Reduce -7.9%
EFG iShares MSCI Eafe Growth ETF	0.11%	3,860	$386K	Reduce -2.5%
VST Vistra Corp.	0.11%	3,250	$382K	Add +89.5%
SMG Scotts Miracle-Gro Co.	0.10%	6,593	$362K	Reduce -6.6%
PRU Prudential Financial Inc.	0.10%	3,192	$356K	Reduce -1.2%
IJK iShares S&P Mid-Cap 400 Grow	0.10%	4,198	$350K	Reduce -2.1%
XYZ Block Inc.	0.10%	6,282	$341K	Reduce -0.4%
ASO Academy Sports & Outdoors Inc.	0.09%	7,385	$337K	Reduce -4.5%
NKE Nike Inc. Class B	0.09%	5,252	$333K	Add +57.9%
NSC Norfolk Southern Corp.	0.09%	1,404	$333K	Reduce -5.4%
ARLP Alliance Resource Partners	0.09%	12,000	$327K	No change
FCX Freeport-McMoran Inc.	0.09%	8,592	$325K	Reduce -3.6%
XLE SS Energy Select Sector	0.09%	3,480	$325K	Reduce -5.2%
CCL Carnival Corp.	0.09%	16,440	$321K	Reduce -3.3%
RRC Range Resources Corp.	0.09%	7,900	$315K	New
ANET Arista Networks Inc.	0.09%	4,035	$313K	New
UNP Union Pacific Corp.	0.09%	1,313	$310K	Add +27.7%
ETHE Grayscale Ethereum Staking E	0.09%	20,021	$305K	Add +8.1%
SHEL Shell PLC-ADR	0.09%	4,132	$303K	Add +13.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.08%	1,201	$299K	Add +27.4%
GDX Vaneck Gold Miners ETF	0.08%	6,421	$295K	Reduce -16.9%
K Kellanova	0.08%	3,550	$293K	Reduce -11.3%
IWD iShares Russell 1000 Value E	0.08%	1,550	$292K	Reduce -6.1%
COIN Coinbase Global Inc. Class A	0.08%	1,623	$280K	New
LUV Southwest Airlines Co.	0.08%	8,203	$275K	No change
VFC VF Corp.	0.08%	17,259	$268K	Reduce -5.1%
XBI SS SPDR S&P Biotech ETF	0.07%	3,232	$262K	Reduce -2.4%
DCOR Dimensional US Core Eq 1 ETF	0.07%	4,270	$262K	No change
COF Capital One Financial Corp.	0.07%	1,453	$261K	Reduce -3.4%
PCG P G & E Corp.	0.07%	14,800	$254K	New
ARKK ARK Innovation ETF	0.07%	5,228	$249K	Reduce -8.4%
IWC iShares Micro-Cap ETF	0.07%	2,222	$246K	Reduce -1.6%
NEM Newmont Corp.	0.07%	4,916	$237K	New
T AT&T Inc.	0.07%	8,198	$232K	New
GSBD Goldman Sachs BDC Inc.	0.06%	19,766	$230K	Add +3.8%
KMI Kinder Morgan Inc.	0.06%	7,880	$225K	New
SPY SS SPDR S&P 500 ETF Trust-US	0.06%	397	$222K	New
SYK Stryker Corp.	0.06%	595	$221K	No change
CPT Camden Property Trust	0.06%	1,789	$219K	Reduce -0.7%
ZBRA Zebra Technologies Corp. Class A	0.06%	765	$216K	Reduce -3.4%
BX Blackstone Inc.	0.06%	1,440	$201K	No change
ETH Grayscale Ethereum Staking M	0.06%	11,671	$201K	Add +44.3%
NCV Virtus Convertible & Income	0.04%	10,856	$140K	New
EGY Vaalco Energy Inc.	0.04%	36,748	$138K	No change
CLSK Cleanspark Inc.	0.04%	19,000	$128K	Reduce -5.0%
ZTR Virtus Total Return Fund Inc.	0.02%	12,267	$73K	Add +0.3%

Portfolio Sells Q4 2024 → Q1 2025


IUSG iShares Core S&P U.S. Growth	Reduce -6.8%	6.15%	−1.01
GOOG Alphabet Inc. Class C	Reduce -0.9%	1.58%	−0.34
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.25
NOW ServiceNow Inc.	Reduce -4.4%	0.63%	−0.24
AAPL Apple Inc.	Reduce -0.5%	1.61%	−0.19
GTLS Chart Industries Inc.	Reduce -12.2%	0.37%	−0.18
ITOT iShares Core S&P Total U.S.	Reduce -7.5%	1.25%	−0.16
IBTX Independent Bank Group Inc.	Sold out	0.00%	−0.15
HF Dga Core Plus Abs RTRN ETF	Reduce -2.5%	4.91%	−0.10
NVO Novo-Nordisk A/S-Spons ADR	Reduce -3.3%	0.31%	−0.08
UAL United Airlines Holdings Inc.	Sold out	0.00%	−0.08
HPE Hewlett Packard Enterprise	Sold out	0.00%	−0.07
MSFT Microsoft Corp.	Reduce -1.0%	0.58%	−0.07
BMO Bank of Montreal	Sold out	0.00%	−0.07
FSLR First Solar Inc.	Reduce -0.8%	0.17%	−0.06
ADBE Adobe Inc.	Reduce -4.4%	0.32%	−0.06
CVS CVS Health Corp.	Sold out	0.00%	−0.06
SRE Sempra	Sold out	0.00%	−0.06
ACN Accenture PLC Class A	Reduce -5.8%	0.31%	−0.06
NOG Northern Oil and Gas Inc.	Reduce -1.5%	0.24%	−0.06
XYZ Block Inc.	Reduce -0.4%	0.10%	−0.05
ISRG Intuitive Surgical Inc.	Reduce -4.8%	0.46%	−0.04
USB US Bancorp	Reduce -0.2%	0.34%	−0.04
DIS The Walt Disney Co.	Reduce -3.3%	0.27%	−0.04
LOW Lowe's Cos Inc.	Reduce -2.6%	0.52%	−0.04
FDX FedEx Corp.	Reduce -2.3%	0.22%	−0.04
MTN Vail Resorts Inc.	Reduce -3.9%	0.17%	−0.03
VFC VF Corp.	Reduce -5.1%	0.08%	−0.03
ASO Academy Sports & Outdoors Inc.	Reduce -4.5%	0.09%	−0.03
SMG Scotts Miracle-Gro Co.	Reduce -6.6%	0.10%	−0.03
ASML ASML Holding NV-NY Reg SHS	Reduce -2.8%	0.43%	−0.03
CCL Carnival Corp.	Reduce -3.3%	0.09%	−0.03
ABNB Airbnb Inc. Class A	Reduce -6.2%	0.16%	−0.03
HON Honeywell International Inc.	Reduce -1.9%	0.33%	−0.02
ZBRA Zebra Technologies Corp. Class A	Reduce -3.4%	0.06%	−0.02
CMCSA Comcast Corp. Class A	Reduce -5.8%	0.32%	−0.02
WOLF Wolfspeed Inc.	Sold out	0.00%	−0.02
ARKK ARK Innovation ETF	Reduce -8.4%	0.07%	−0.02
CRWD CrowdStrike Holdings Inc. Class A	Reduce -6.5%	0.60%	−0.02
CLSK Cleanspark Inc.	Reduce -5.0%	0.04%	−0.02
Z Zillow Group Inc. Class C	Reduce -1.7%	0.17%	−0.01
IWC iShares Micro-Cap ETF	Reduce -1.6%	0.07%	−0.01
ET Energy Transfer LP	Reduce -2.3%	0.17%	−0.01
INTC Intel Corp.	Reduce -20.0%	0.12%	−0.01
IJK iShares S&P Mid-Cap 400 Grow	Reduce -2.1%	0.10%	−0.01
BA The Boeing Co.	Reduce -1.0%	0.26%	−0.01
EA Electronic Arts Inc.	Reduce -7.9%	0.11%	−0.01
XBI SS SPDR S&P Biotech ETF	Reduce -2.4%	0.07%	−0.01
KO The Coca-Cola Co.	Reduce -17.1%	0.23%	−0.01
K Kellanova	Reduce -11.3%	0.08%	−0.01

Portfolio Buys Q4 2024 → Q1 2025


TDG Transdigm Group Inc.	New	0.17%	+0.17
MU Micron Technology Inc.	New	0.17%	+0.17
IJJ iShares S&P Mid-Cap 400 Valu	New	0.14%	+0.14
CEG Constellation Energy	Add +162.5%	0.23%	+0.14
SSB Southstate Bank Corp.	New	0.14%	+0.14
MSTR Strategy Inc.	New	0.13%	+0.13
JNJ Johnson & Johnson	Add +1.4%	0.66%	+0.10
RRC Range Resources Corp.	New	0.09%	+0.09
ANET Arista Networks Inc.	New	0.09%	+0.09
COIN Coinbase Global Inc. Class A	New	0.08%	+0.08
REFI Chicago Atlantic Real Estate	Add +68.3%	0.19%	+0.07
PCG P G & E Corp.	New	0.07%	+0.07
META Meta Platforms Inc. Class A	Add +5.0%	1.59%	+0.07
NEM Newmont Corp.	New	0.07%	+0.07
T AT&T Inc.	New	0.07%	+0.07
KMI Kinder Morgan Inc.	New	0.06%	+0.06
SPY SS SPDR S&P 500 ETF Trust-US	New	0.06%	+0.06
MCD McDonald's Corp.	Add +7.2%	0.42%	+0.06
NTNX Nutanix Inc. Class A	Add +30.3%	0.17%	+0.06
GOOGL Alphabet Inc. Class A	Add +123.4%	0.13%	+0.06
TSLA Tesla Inc.	Add +102.2%	0.23%	+0.05
SHOP Shopify Inc. Class A	Add +47.4%	0.20%	+0.05
UBER Uber Technologies Inc.	Add +1.9%	0.25%	+0.05
MDT Medtronic PLC	Add +0.7%	0.33%	+0.04
PH Parker Hannifin Corp.	Add +16.6%	0.37%	+0.04
VST Vistra Corp.	Add +89.5%	0.11%	+0.04
NCV Virtus Convertible & Income	New	0.04%	+0.04
CAT Caterpillar Inc.	Add +32.7%	0.19%	+0.03
STZ Constellation Brands Inc. Class A	Add +59.8%	0.13%	+0.03
LHX L3HARRIS Technologies Inc.	Add +8.9%	0.34%	+0.03
IBM Intl Business Machines Corp.	Add +27.4%	0.08%	+0.03
AXP American Express Co.	Add +18.4%	0.33%	+0.03
NKE Nike Inc. Class B	Add +57.9%	0.09%	+0.02
DPZ Domino's Pizza Inc.	Add +3.1%	0.18%	+0.02
UNP Union Pacific Corp.	Add +27.7%	0.09%	+0.02
SHEL Shell PLC-ADR	Add +13.8%	0.09%	+0.02
DE Deere & Co.	Add +0.6%	0.19%	+0.02
LYV Live Nation Entertainment Inc.	Add +8.3%	0.19%	+0.02
CSCO Cisco Systems Inc.	Add +2.5%	0.22%	+0.02
XLV SS Health Care Select Sector	Add +5.8%	0.12%	+0.01
PSA Public Storage	Add +8.6%	0.13%	+0.01
BSM Black Stone Minerals LP	Add +2.6%	0.14%	+0.01
WMT Walmart Inc.	Add +3.3%	0.63%	+0.01
IEMG iShares Core MSCI Emerging	Add +0.6%	0.12%	+0.01
IBIT iShares Bitcoin Trust ETF	Add +15.8%	0.15%	+0.00
TMO Thermo Fisher Scientific Inc.	Add +3.7%	0.41%	+0.00
ZTR Virtus Total Return Fund Inc.	Add +0.3%	0.02%	+0.00
GSBD Goldman Sachs BDC Inc.	Add +3.8%	0.06%	+0.00
IJR iShares Core S&P Small-Cap E	Add +5.0%	0.14%	−0.01
HD Home Depot Inc.	Add +3.1%	0.41%	−0.01

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	190	$441.6M	XOM, IUSG, HF, IVV, GOOG
Q1 2026	180	$439.9M	XOM, IUSG, HF, IVV, GOOG
Q4 2025	175	$399.6M	XOM, IUSG, HF, IVV, GOOG
Q3 2025	175	$386.5M	XOM, IUSG, HF, IVV, AMZN
Q2 2025	167	$365.1M	XOM, IUSG, HF, IVV, AMZN
Q1 2025	163	$355.9M	XOM, IUSG, HF, IVV, AMZN
Q4 2024	157	$359.9M	XOM, IUSG, HF, IVV, AMZN
Q3 2024	153	$364.5M	XOM, IUSG, HF, IVV, GOOG
Q2 2024	145	$358.3M	XOM, IUSG, HF, IVV, GOOG
Q1 2024	140	$355.3M	XOM, IUSG, HF, GOOG, ITOT