Dover Advisors, LLC

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 10, 2025), Dover Advisors, LLC reported 165 stock positions worth $250.9 million. Its top holding was Microsoft (MSFT) at 7.6% of the portfolio, followed by Apple (AAPL, 6.8%) and Berkshire Hathaway Class A (BRK.A, 4.8%). Compared with Q2 2025, it opened 12 new positions, sold out of 10, added to 48 and reduced 77. The biggest buy was Udr (UDR, shares +450%) and the biggest sale an exit from Vanguard Short-Term Treasury (VGSH).

Most Recent 13F
Q2 2026
Location
RICHMOND, VA
CIK
0001964541
Portfolio Value
$250.9M (Q3 2025)
SEC Filing
0001951757-25-001361 ↗ filed Nov 10, 2025

Holdings Value

0$100.0M$200.0M$300.0M Q1 2024: $146.0M Q1 2024 Q2 2024: $161.8M Q2 2024 Q3 2024: $176.3M Q3 2024 Q4 2024: $174.5M Q4 2024 Q1 2025: $229.6M Q1 2025 Q2 2025: $227.1M Q2 2025 Q3 2025: $250.9M $250.9M Q3 2025 Q4 2025: $258.1M Q4 2025 Q1 2026: $241.7M Q1 2026 Q2 2026: $244.2M Q2 2026

Holdings 165 stocks · $250.9M
MSFT Microsoft Corp. 7.57% 36,662 $19.0M Reduce -0.4%
AAPL Apple Inc. 6.75% 66,525 $16.9M Reduce -1.4%
BRK.A Berkshire Hathaway Inc. Class A 4.81% 16 $12.1M No change
GOOGL Alphabet Inc. Class A 3.30% 34,053 $8.3M Reduce -0.5%
JPM JPMorgan Chase & Co. 2.91% 23,169 $7.3M Reduce -0.0%
AMZN Amazon.com Inc. 2.46% 28,110 $6.2M Add +0.4%
RTX RTX Corp. 1.94% 29,046 $4.9M Add +0.1%
ETN Eaton Corp. PLC 1.93% 12,962 $4.9M Reduce -2.3%
BRK.B Berkshire Hathaway Inc. Class B 1.93% 9,628 $4.8M Add +0.1%
KO The Coca-Cola Co. 1.84% 68,908 $4.6M Reduce -1.6%
TSM Taiwan Semiconductor-SP ADR 1.56% 13,973 $3.9M Reduce -1.7%
KLAC KLA Corp. 1.46% 3,389 $3.7M Reduce -20.4%
UDR Udr Inc. 1.45% 97,924 $3.6M Add +450.3%
PANW Palo Alto Networks Inc. 1.39% 17,086 $3.5M Add +13.3%
HON Honeywell International Inc. 1.32% 15,785 $3.3M Add +17.3%
ABT Abbott Laboratories 1.31% 24,452 $3.3M Reduce -1.3%
XOM Exxon Mobil Corp. 1.25% 27,744 $3.1M Add +15.2%
AVGO Broadcom Inc. 1.24% 9,436 $3.1M Reduce -1.9%
JNJ Johnson & Johnson 1.19% 16,052 $3.0M Reduce -1.1%
HD Home Depot Inc. 1.14% 7,035 $2.9M Add +17.3%
IWR iShares Russell Mid-Cap ETF 1.11% 28,861 $2.8M Add +1.1%
SHV iShares 0-1 Year Treasury Bo 1.10% 25,028 $2.8M New
SCHO Schwab Short-Term US Treas 1.06% 109,420 $2.7M Add +114.7%
AXP American Express Co. 1.05% 7,948 $2.6M Reduce -2.5%
UBSI United Bankshares Inc. 1.05% 70,093 $2.6M Reduce -18.6%
DUK Duke Energy Corp. 1.03% 20,785 $2.6M Add +6.1%
IWY iShares Russell Top 200 Grow 1.02% 9,339 $2.6M Reduce -5.6%
LOW Lowe's Cos Inc. 1.02% 10,156 $2.6M No change
ORCL Oracle Corp. 1.01% 9,005 $2.5M Reduce -6.6%
UBER Uber Technologies Inc. 0.96% 24,638 $2.4M Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.96% 8,528 $2.4M Add +10.6%
CVX Chevron Corp. 0.91% 14,634 $2.3M Reduce -0.8%
PEP Pepsico Inc. 0.88% 15,786 $2.2M Reduce -0.4%
PH Parker Hannifin Corp. 0.88% 2,897 $2.2M Reduce -0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.84% 18,398 $2.1M Add +0.3%
UNH Unitedhealth Group Inc. 0.82% 5,984 $2.1M Reduce -0.3%
PG The Procter & Gamble Co. 0.80% 13,068 $2.0M Add +8.7%
TMO Thermo Fisher Scientific Inc. 0.79% 4,070 $2.0M Add +0.1%
NEE Nextera Energy Inc. 0.77% 25,691 $1.9M Reduce -1.0%
ASML ASML Holding NV-NY Reg SHS 0.76% 1,969 $1.9M Reduce -2.9%
CRM Salesforce Inc. 0.70% 7,356 $1.7M Reduce -6.9%
INGR Ingredion Inc. 0.68% 14,000 $1.7M New
EXPE Expedia Group Inc. 0.67% 7,838 $1.7M Reduce -0.3%
MRSH Marsh & McLennan Cos 0.66% 8,183 $1.6M Add +163.8%
NKE Nike Inc. Class B 0.65% 23,397 $1.6M Reduce -1.3%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.64% 5,184 $1.6M Reduce -0.8%
ABBV Abbvie Inc. 0.64% 6,896 $1.6M Reduce -0.1%
EMR Emerson Electric Co. 0.63% 12,021 $1.6M Reduce -0.5%
CME Cme Group Inc. 0.60% 5,597 $1.5M Add +95.5%
PM Philip Morris International 0.59% 9,129 $1.5M Add +15.7%
NFLX Netflix Inc. 0.57% 1,203 $1.4M Reduce -3.8%
BLK BlackRock Inc. 0.56% 1,199 $1.4M No change
ACN Accenture PLC Class A 0.48% 4,909 $1.2M Add +4.6%
LLY Eli Lilly & Co. 0.47% 1,532 $1.2M Reduce -0.1%
NVDA Nvidia Corp. 0.46% 6,212 $1.2M Add +4.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.46% 1,735 $1.2M Add +7.6%
MCD McDonald's Corp. 0.46% 3,782 $1.1M Reduce -1.2%
MRK Merck & Co. Inc. 0.44% 13,115 $1.1M Reduce -1.2%
KNSL Kinsale Capital Group Inc. 0.44% 2,567 $1.1M Add +85.6%
COST Costco Wholesale Corp. 0.43% 1,168 $1.1M Add +0.8%
V Visa Inc. Class A 0.43% 3,142 $1.1M Reduce -0.2%
LIN Linde PLC 0.42% 2,236 $1.1M Reduce -2.4%
GOOG Alphabet Inc. Class C 0.41% 4,266 $1.0M No change
J Jacobs Solutions Inc. 0.41% 6,921 $1.0M No change
NSC Norfolk Southern Corp. 0.41% 3,426 $1.0M Reduce -1.4%
APD Air Products & Chemicals Inc. 0.41% 3,757 $1.0M Reduce -25.5%
TFC Truist Financial Corp. 0.40% 21,944 $1.0M Reduce -2.1%
D Dominion Energy Inc. 0.40% 16,395 $1.0M Add +37.5%
VRT Vertiv Holdings Co. Class A 0.40% 6,645 $1.0M Reduce -12.1%
MDLZ Mondelez International Inc. Class A 0.39% 15,354 $967K Reduce -0.5%
GLDI UBS AG Et GL SHR Covr Class ETN 0.38% 5,607 $946K Add +4.4%
BRX Brixmor Property Group Inc. 0.37% 33,232 $920K Add +47.7%
META Meta Platforms Inc. Class A 0.37% 1,252 $919K Reduce -8.3%
MO Altria Group Inc. 0.36% 13,304 $893K Add +147.4%
BSCU Invesco Bulletshares 2030 CB 0.35% 51,482 $870K Add +7.5%
TLTW iShares 20+ Bond Buywrite 0.35% 37,119 $868K Add +23.8%
JEPI JPMorgan Equity Premium Inco 0.33% 14,597 $833K Reduce -6.5%
GE General Electric filed as GE AEROSPACE 0.32% 2,662 $802K Add +0.2%
FTNT Fortinet Inc. 0.31% 9,338 $785K Reduce -1.2%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL 0.31% 23,208 $783K Add +20.0%
VZ Verizon Communications Inc. 0.30% 17,402 $765K Add +23.9%
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.30% 1,872 $754K Add +65.5%
WMT Walmart Inc. 0.30% 7,265 $749K Reduce -4.7%
GLD SPDR Gold Shares 0.30% 2,090 $743K Reduce -6.2%
PLD Prologis Inc. 0.29% 6,399 $733K Reduce -1.3%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.29% 12,584 $724K Reduce -0.7%
GD General Dynamics Corp. 0.28% 2,093 $714K Reduce -0.3%
ICE Intercontinental Exchange Inc. 0.28% 4,212 $710K New
ZTS Zoetis Inc. 0.27% 4,665 $683K Reduce -1.7%
CARR Carrier Global Corp. 0.27% 11,312 $675K No change
T AT&T Inc. 0.26% 23,410 $661K Add +51.3%
FCNCA First Citizens Bcshs Class A 0.26% 368 $658K No change
PFF iShares Preferred & Income S 0.25% 20,172 $638K No change
VUG Vanguard Mrngstar GR ETF-Sui 0.25% 1,300 $624K Reduce -4.2%
CP Canadian Pacific Kansas City 0.24% 8,112 $606K Reduce -18.8%
ADBE Adobe Inc. 0.24% 1,688 $595K Reduce -15.3%
FSK FS KKR Capital Corp. 0.23% 38,265 $573K Add +56.8%
BSCX Invesco Bulletshares 2033 CB 0.23% 26,350 $566K Add +7.1%
BX Blackstone Inc. 0.22% 3,188 $545K No change
INCO Columbia India Consumer ETF 0.22% 8,369 $541K Reduce -0.0%
AVEM Avantis Emerging Markets Eq 0.21% 7,084 $532K Add +8.4%
LQDW iShares Ingr Corp. BD B/W ETF 0.21% 20,769 $525K New
VTV Vanguard Mrngstr Val ETF-Aui 0.21% 2,786 $522K Reduce -0.7%
BSMS Invesco Bulletshares 2028 MB 0.20% 21,890 $513K No change
VWO Vanguard Ftse Emerging Marke 0.19% 8,988 $487K Add +2.9%
AGG iShares Core U.S. Aggregate 0.19% 4,819 $483K Reduce -6.7%
CAT Caterpillar Inc. 0.19% 1,005 $479K Reduce -0.7%
VYMI Vanguard Int High DVD YLD Inc. 0.19% 5,645 $478K Add +0.8%
STZ Constellation Brands Inc. Class A 0.19% 3,476 $468K Reduce -6.9%
MCK McKesson Corp. 0.18% 585 $452K No change
MKL Markel Group Inc. 0.18% 233 $445K Reduce -2.5%
IVV iShares Core S&P 500 ETF 0.17% 620 $415K Reduce -3.1%
AMTM Amentum Holdings Inc. 0.17% 17,285 $414K New
AMLP Alerian MLP ETF 0.16% 8,743 $410K Add +32.9%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.16% 7,545 $389K Reduce -32.3%
LMT Lockheed Martin Corp. 0.15% 770 $384K New
IYW iShares Ustechnology ETF 0.15% 1,950 $382K Reduce -2.5%
VIG Vanguard Dividend Apprec ETF 0.15% 1,739 $377K Reduce -8.0%
IJK iShares S&P Mid-Cap 400 Grow 0.15% 3,838 $368K Add +0.3%
PFE Pfizer Inc. 0.15% 14,320 $365K Reduce -2.5%
LTRX Lantronix Inc. 0.14% 77,393 $354K New
GEV GE Vernova Inc. 0.14% 575 $354K Add +0.3%
AUB Atlantic Union Bankshares Co. 0.14% 9,906 $350K Reduce -4.8%
BSCQ Invesco Bulletshares 2026 CB 0.14% 17,718 $347K No change
ALB Albemarle Corp. 0.13% 4,073 $332K Reduce -25.8%
K Kellanova 0.13% 4,000 $328K No change
CMI Cummins Inc. 0.13% 775 $327K No change
COIN Coinbase Global Inc. Class A 0.13% 967 $326K Reduce -10.0%
DLR Digital Realty Trust Inc. 0.13% 1,843 $319K Add +0.3%
IBB iShares Biotechnology ETF 0.13% 2,201 $318K Reduce -0.9%
BSCW Invesco Bulletshares 2032 CB 0.12% 14,724 $307K No change
BSCR Invesco Bulletshares 2027 CB 0.12% 15,551 $307K Reduce -3.1%
SYY Sysco Corp. 0.12% 3,700 $305K Reduce -4.5%
FSLR First Solar Inc. 0.12% 1,364 $301K Reduce -31.0%
DIHP Dimensional International Hi 0.12% 9,729 $296K No change
KMB Kimberly-Clark Corp. 0.12% 2,335 $293K Add +45.7%
VTI VG Morningstar TS MKT ETF-US 0.12% 888 $292K Reduce -7.1%
CSCO Cisco Systems Inc. 0.12% 4,245 $290K No change
BWXT BWX Technologies Inc. 0.11% 1,517 $280K No change
VYM Vanguard High DVD Yield ETF 0.11% 1,967 $277K Reduce -1.4%
SO The Southern Co. 0.11% 2,911 $276K No change
IEUR iShares Core MSCI Europe ETF 0.11% 3,986 $272K No change
YUM Yum! Brands Inc. 0.11% 1,741 $265K No change
CB Chubb Ltd. 0.10% 909 $257K Reduce -7.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.10% 1,770 $256K No change
SLVO UBS AG Etracs SL SH Co. C ETN 0.10% 2,769 $256K New
HAL Halliburton Co. 0.10% 10,318 $254K Reduce -2.1%
MGV Vngrd Mrgstr MG CP VL ETF-Ui 0.10% 1,832 $254K Add +0.9%
ELV Elevance Health Inc. 0.10% 773 $250K No change
UTF Cohen & Steers Infrastructur 0.10% 10,000 $248K New
OTIS Otis Worldwide Corp. 0.10% 2,702 $247K No change
CMCSA Comcast Corp. Class A 0.10% 7,826 $246K Reduce -2.5%
VPL Vanguard Ftse Pacific ETF 0.10% 2,736 $240K No change
MAS Masco Corp. 0.09% 3,365 $237K Reduce -8.8%
XLRE SS Real Estate Select Sector 0.09% 5,608 $236K New
AON Aon PLC Class A 0.09% 647 $231K Add +3.5%
BSCT Invesco Bulletshares 2029 CB 0.09% 11,929 $224K No change
EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC 0.09% 2,476 $218K Reduce -42.5%
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE 0.09% 5,162 $218K No change
AEP American Electric Power 0.09% 1,925 $217K New
OKE Oneok Inc. 0.09% 2,967 $217K New
ADP Automatic Data Processing 0.08% 720 $212K No change
IEF iShares 7-10 Year Treasury B 0.08% 2,199 $212K Add +0.9%
BALL Ball Corp. 0.08% 4,047 $204K Reduce -1.7%
GIS General Mills Inc. 0.08% 4,010 $202K Reduce -1.2%

Portfolio Sells Q2 2025 → Q3 2025
VGSH Vanguard Short-Term Treasury Sold out 0.00% −1.40
MSFT Microsoft Corp. Reduce -0.4% 7.57% −0.50
KO The Coca-Cola Co. Reduce -1.6% 1.84% −0.35
UBSI United Bankshares Inc. Reduce -18.6% 1.05% −0.33
BDX Becton Dickinson and Co. Sold out 0.00% −0.27
CRM Salesforce Inc. Reduce -6.9% 0.70% −0.25
MCHP Microchip Technology Inc. Sold out 0.00% −0.23
KLAC KLA Corp. Reduce -20.4% 1.46% −0.22
APD Air Products & Chemicals Inc. Reduce -25.5% 0.41% −0.22
FLS Flowserve Corp. Sold out 0.00% −0.19
ABT Abbott Laboratories Reduce -1.3% 1.31% −0.18
NFLX Netflix Inc. Reduce -3.8% 0.57% −0.16
UTG Reaves Utility Income Fund Sold out 0.00% −0.15
ETN Eaton Corp. PLC Reduce -2.3% 1.93% −0.15
NVO Novo-Nordisk A/S-Spons ADR Sold out 0.00% −0.15
ASGI Abrdn Global Infrastructure Sold out 0.00% −0.14
FTNT Fortinet Inc. Reduce -1.2% 0.31% −0.13
NUE Nucor Corp. Sold out 0.00% −0.12
CP Canadian Pacific Kansas City Reduce -18.8% 0.24% −0.11
ADBE Adobe Inc. Reduce -15.3% 0.24% −0.10
AJG Arthur J Gallagher & Co. Reduce -0.8% 0.64% −0.10
VGK Vanguard Ftse Europe ETF Sold out 0.00% −0.10
AXP American Express Co. Reduce -2.5% 1.05% −0.09
MTRN Materion Corp. Sold out 0.00% −0.09
NKE Nike Inc. Class B Reduce -1.3% 0.65% −0.09
STZ Constellation Brands Inc. Class A Reduce -6.9% 0.19% −0.08
EMR Emerson Electric Co. Reduce -0.5% 0.63% −0.08
META Meta Platforms Inc. Class A Reduce -8.3% 0.37% −0.08
BAC Bank of America Corp. Reduce -32.3% 0.16% −0.08
MDLZ Mondelez International Inc. Class A Reduce -0.5% 0.39% −0.07
EL Estee Lauder Companies Class A Reduce -42.5% 0.09% −0.07
V Visa Inc. Class A Reduce -0.2% 0.43% −0.06
LLY Eli Lilly & Co. Reduce -0.1% 0.47% −0.06
JEPI JPMorgan Equity Premium Inco Reduce -6.5% 0.33% −0.06
IWY iShares Russell Top 200 Grow Reduce -5.6% 1.02% −0.06
ZTS Zoetis Inc. Reduce -1.7% 0.27% −0.05
LIN Linde PLC Reduce -2.4% 0.42% −0.05
JPM JPMorgan Chase & Co. Reduce -0.0% 2.91% −0.05
PEP Pepsico Inc. Reduce -0.4% 0.88% −0.04
COIN Coinbase Global Inc. Class A Reduce -10.0% 0.13% −0.04
MCD McDonald's Corp. Reduce -1.2% 0.46% −0.03
AGG iShares Core U.S. Aggregate Reduce -6.7% 0.19% −0.03
MKL Markel Group Inc. Reduce -2.5% 0.18% −0.03
WMT Walmart Inc. Reduce -4.7% 0.30% −0.03
CMCSA Comcast Corp. Class A Reduce -2.5% 0.10% −0.03
VRT Vertiv Holdings Co. Class A Reduce -12.1% 0.40% −0.03
CVX Chevron Corp. Reduce -0.8% 0.91% −0.02
TFC Truist Financial Corp. Reduce -2.1% 0.40% −0.02
FSLR First Solar Inc. Reduce -31.0% 0.12% −0.02
INCO Columbia India Consumer ETF Reduce -0.0% 0.22% −0.02

Portfolio Buys Q2 2025 → Q3 2025
UDR Udr Inc. Add +450.3% 1.45% +1.13
SHV iShares 0-1 Year Treasury Bo New 1.10% +1.10
INGR Ingredion Inc. New 0.68% +0.68
SCHO Schwab Short-Term US Treas Add +114.7% 1.06% +0.52
MRSH Marsh & McLennan Cos Add +163.8% 0.66% +0.36
ICE Intercontinental Exchange Inc. New 0.28% +0.28
CME Cme Group Inc. Add +95.5% 0.60% +0.26
MO Altria Group Inc. Add +147.4% 0.36% +0.22
LQDW iShares Ingr Corp. BD B/W ETF New 0.21% +0.21
HD Home Depot Inc. Add +17.3% 1.14% +0.17
AMTM Amentum Holdings Inc. New 0.17% +0.17
LMT Lockheed Martin Corp. New 0.15% +0.15
LTRX Lantronix Inc. New 0.14% +0.14
KNSL Kinsale Capital Group Inc. Add +85.6% 0.44% +0.14
MGK Vngrd Mrgstr MG CP GR ETF-Ui Add +65.5% 0.30% +0.12
BRX Brixmor Property Group Inc. Add +47.7% 0.37% +0.11
XOM Exxon Mobil Corp. Add +15.2% 1.25% +0.10
D Dominion Energy Inc. Add +37.5% 0.40% +0.10
SLVO UBS AG Etracs SL SH Co. C ETN New 0.10% +0.10
UTF Cohen & Steers Infrastructur New 0.10% +0.10
XLRE SS Real Estate Select Sector New 0.09% +0.09
AEP American Electric Power New 0.09% +0.09
OKE Oneok Inc. New 0.09% +0.09
RTX RTX Corp. Add +0.1% 1.94% +0.07
T AT&T Inc. Add +51.3% 0.26% +0.07
TMO Thermo Fisher Scientific Inc. Add +0.1% 0.79% +0.06
NVDA Nvidia Corp. Add +4.0% 0.46% +0.05
TLTW iShares 20+ Bond Buywrite Add +23.8% 0.35% +0.04
VZ Verizon Communications Inc. Add +23.9% 0.30% +0.04
CGIE Cap Group Intl Equity Add +20.0% 0.31% +0.03
PANW Palo Alto Networks Inc. Add +13.3% 1.39% +0.03
KMB Kimberly-Clark Corp. Add +45.7% 0.12% +0.03
SPY SS SPDR S&P 500 ETF Trust-US Add +7.6% 0.46% +0.02
AMLP Alerian MLP ETF Add +32.9% 0.16% +0.02
GE General Electric Add +0.2% 0.32% +0.02
AVEM Avantis Emerging Markets Eq Add +8.4% 0.21% +0.01
DUK Duke Energy Corp. Add +6.1% 1.03% +0.01
GEV GE Vernova Inc. Add +0.3% 0.14% +0.01
FSK FS KKR Capital Corp. Add +56.8% 0.23% +0.01
VWO Vanguard Ftse Emerging Marke Add +2.9% 0.19% +0.00
GLDI UBS AG Et GL SHR Covr Class ETN Add +4.4% 0.38% +0.00
MGV Vngrd Mrgstr MG CP VL ETF-Ui Add +0.9% 0.10% −0.00
BSCX Invesco Bulletshares 2033 CB Add +7.1% 0.23% −0.00
AON Aon PLC Class A Add +3.5% 0.09% −0.01
IJK iShares S&P Mid-Cap 400 Grow Add +0.3% 0.15% −0.01
BSCU Invesco Bulletshares 2030 CB Add +7.5% 0.35% −0.01
VYMI Vanguard Int High DVD YLD Inc. Add +0.8% 0.19% −0.01
IEF iShares 7-10 Year Treasury B Add +0.9% 0.08% −0.01
DLR Digital Realty Trust Inc. Add +0.3% 0.13% −0.01
IBM Intl Business Machines Corp. Add +10.6% 0.96% −0.04

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 153$244.2MMSFT, AAPL, BRK.A, GOOGL, JPM
Q1 2026 159$241.7MAAPL, MSFT, SHV, BRK.A, GOOGL
Q4 2025 165$258.1MAAPL, MSFT, BRK.A, GOOGL, JPM
Q3 2025 165$250.9MMSFT, AAPL, BRK.A, GOOGL, JPM
Q2 2025 163$227.1MMSFT, AAPL, BRK.A, JPM, AMZN
Q1 2025 162$229.6MAAPL, MSFT, BRK.A, JPM, BRK.B
Q4 2024 129$174.5MMSFT, AAPL, AMZN, GOOGL, UDR
Q3 2024 133$176.3MMSFT, AAPL, AMZN, UDR, GOOGL
Q2 2024 126$161.8MMSFT, AAPL, AMZN, UDR, GOOGL
Q1 2024 113$146.0MMSFT, AAPL, AMZN, UDR, ETN