Fiduciary Family Office, LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Fiduciary Family Office, LLC reported 177 stock positions worth $399.8 million. Its top holding was Apple (AAPL) at 32.6% of the portfolio, followed by Nvidia (NVDA, 4.0%) and Alphabet Class A (GOOGL, 2.9%). Compared with Q1 2026, it opened 19 new positions, sold out of 21, added to 75 and reduced 58. The biggest buy was Lam Research (LRCX, shares +8%) and the biggest sale JPMorgan Equity Premium Inco (JEPI, shares −10%).

Most Recent 13F
Q2 2026
Location
Boca Raton, FL
CIK
0002020280
Portfolio Value
$399.8M (Q2 2026)
SEC Filing
0001172661-26-003069 ↗ filed Aug 5, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $255.1M Q1 2024 Q2 2024: $253.5M Q2 2024 Q3 2024: $303.0M Q3 2024 Q4 2024: $335.2M Q4 2024 Q1 2025: $300.6M Q1 2025 Q2 2025: $305.4M Q2 2025 Q3 2025: $351.5M Q3 2025 Q4 2025: $347.9M Q4 2025 Q1 2026: $350.8M Q1 2026 Q2 2026: $399.8M $399.8M Q2 2026

Holdings 177 stocks · $399.8M
AAPL Apple Inc. 32.58% 450,152 $130.3M Add +0.8%
NVDA Nvidia Corp. 3.96% 79,056 $15.8M Add +3.0%
GOOGL Alphabet Inc. Class A 2.92% 32,650 $11.7M Reduce -3.4%
AMZN Amazon.com Inc. 2.50% 41,977 $10.0M Add +25.7%
MSFT Microsoft Corp. 2.25% 24,078 $9.0M Add +11.0%
JEPI JPMorgan Equity Premium Inco 2.21% 156,548 $8.8M Reduce -9.9%
LRCX Lam Research Corp. 1.92% 17,727 $7.7M Add +8.1%
LLY Eli Lilly & Co. 1.84% 6,119 $7.3M Add +0.8%
AVGO Broadcom Inc. 1.50% 15,822 $6.0M Add +7.1%
JPM JPMorgan Chase & Co. 1.25% 15,319 $5.0M Add +4.6%
AXP American Express Co. 1.09% 12,841 $4.3M Add +5.3%
META Meta Platforms Inc. Class A 1.06% 7,519 $4.2M Add +5.6%
VBR Vngrd Mrngst SL-CP Val ETF-U 1.05% 17,310 $4.2M Add +0.9%
GLD SPDR Gold Shares 1.03% 11,223 $4.1M No change
CSCO Cisco Systems Inc. 1.01% 34,256 $4.0M Add +11.7%
GOOG Alphabet Inc. Class C 0.99% 11,154 $3.9M Add +4.1%
JNJ Johnson & Johnson 0.95% 14,960 $3.8M Reduce -2.9%
ABBV Abbvie Inc. 0.87% 13,857 $3.5M Reduce -2.0%
PM Philip Morris International 0.83% 18,400 $3.3M Reduce -4.0%
V Visa Inc. Class A 0.79% 9,179 $3.1M Reduce -6.5%
WFC Wells Fargo & Co. 0.78% 37,871 $3.1M Reduce -0.1%
VRT Vertiv Holdings Co. Class A 0.78% 9,292 $3.1M Reduce -9.0%
PH Parker Hannifin Corp. 0.76% 3,120 $3.1M Add +15.1%
AMD Advanced Micro Devices 0.74% 5,066 $2.9M Add +14.8%
ORCL Oracle Corp. 0.73% 19,922 $2.9M Add +13.9%
BAC Bank of America Corp. 0.73% 50,989 $2.9M Add +10.2%
VTV Vanguard Mrngstr Val ETF-Aui 0.72% 13,260 $2.9M Reduce -35.7%
VB Vanguard Most SM-Cap ETF-Usd 0.70% 9,287 $2.8M Add +0.9%
APH Amphenol Corp. Class A 0.70% 15,904 $2.8M Add +159.6%
IBKR Interactive Brokers Gro Class A 0.68% 31,375 $2.7M Reduce -1.8%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.67% 33,288 $2.7M Add +83.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.62% 25,657 $2.5M Add +66.0%
CAT Caterpillar Inc. 0.60% 2,265 $2.4M Add +1.7%
FXF Invesco Currencyshares Swiss 0.60% 21,960 $2.4M No change
IQV Iqvia Holdings Inc. 0.59% 12,231 $2.4M Add +32.9%
BRK.B Berkshire Hathaway Inc. Class B 0.59% 4,713 $2.4M Add +5.5%
ADI Analog Devices Inc. 0.57% 5,698 $2.3M Add +5.9%
SPY SS SPDR S&P 500 ETF Trust-US 0.57% 3,029 $2.3M Add +0.0%
QSR Restaurant Brands Intern 0.55% 30,529 $2.2M Add +10.0%
VOO Vanguard S&P 500 ETF 0.54% 3,168 $2.2M Reduce -0.3%
IWD iShares Russell 1000 Value E 0.54% 8,920 $2.2M Reduce -14.1%
BNY Bank of New York Mellon Corp. 0.52% 14,412 $2.1M Reduce -10.5%
LIN Linde PLC 0.49% 3,758 $2.0M Add +9.3%
MCK McKesson Corp. 0.48% 2,544 $1.9M Add +2.0%
CNP Centerpoint Energy Inc. 0.46% 41,976 $1.8M Add +13.6%
PG The Procter & Gamble Co. 0.42% 11,566 $1.7M Reduce -18.2%
COST Costco Wholesale Corp. 0.42% 1,779 $1.7M Reduce -0.7%
WMT Walmart Inc. 0.41% 14,557 $1.6M Reduce -2.2%
AMT American Tower Corp. 0.41% 10,062 $1.6M Add +36.6%
BSX Boston Scientific Corp. 0.37% 34,870 $1.5M Add +54.7%
DELL Dell Technologies -C 0.37% 3,389 $1.5M Add +1.4%
PLTR Palantir Technologies Inc. Class A 0.37% 12,517 $1.5M No change
NEE Nextera Energy Inc. 0.36% 16,249 $1.4M Add +12.4%
MS Morgan Stanley 0.35% 6,667 $1.4M Add +27.4%
KO The Coca-Cola Co. 0.35% 17,109 $1.4M Reduce -5.3%
VIG Vanguard Dividend Apprec ETF 0.34% 5,766 $1.4M No change
SPGI S&P Global Inc. 0.34% 3,297 $1.3M Reduce -13.4%
RTX RTX Corp. 0.32% 6,706 $1.3M Add +18.7%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.31% 11,019 $1.2M Add +82.8%
PHM Pultegroup Inc. 0.31% 9,029 $1.2M Add +3.5%
HD Home Depot Inc. 0.31% 3,488 $1.2M Reduce -9.3%
MRK Merck & Co. Inc. 0.31% 9,551 $1.2M Reduce -12.1%
SLB SLB Ltd. filed as SLB LIMITED 0.30% 26,022 $1.2M Add +33.0%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.29% 7,705 $1.2M Add +6.5%
LHX L3HARRIS Technologies Inc. 0.29% 3,976 $1.2M Add +14.0%
UBER Uber Technologies Inc. 0.29% 15,840 $1.1M Add +17.2%
HSY The Hershey Co. 0.28% 6,400 $1.1M No change
FANG Diamondback Energy Inc. 0.28% 6,257 $1.1M Add +12.0%
TT Trane Technologies PLC 0.27% 2,234 $1.1M Add +4.8%
MA Mastercard Inc. Class A 0.27% 2,127 $1.1M Reduce -13.1%
MU Micron Technology Inc. 0.27% 943 $1.1M New
ALL Allstate Corp. 0.27% 4,497 $1.1M Add +2.1%
CSX CSX Corp. 0.26% 22,146 $1.1M Add +19.0%
GLW Corning Inc. 0.26% 4,029 $1.0M Add +49.2%
SCHX Schwab US Large-Cap ETF 0.24% 33,177 $976K No change
JCI Johnson Controls Internation 0.24% 6,678 $976K New
TMO Thermo Fisher Scientific Inc. 0.24% 1,937 $971K Add +32.2%
SYY Sysco Corp. 0.24% 11,536 $964K Add +5.7%
CCL Carnival Corp. Ltd. 0.23% 32,509 $929K Reduce -18.6%
TXN Texas Instruments Inc. 0.22% 3,000 $894K Reduce -21.1%
COF Capital One Financial Corp. 0.22% 4,338 $870K Reduce -6.7%
AZO AutoZone Inc. 0.22% 272 $869K Add +47.8%
ABT Abbott Laboratories 0.21% 9,457 $858K Reduce -0.4%
CMI Cummins Inc. 0.21% 1,182 $843K Reduce -37.3%
IBIT iShares Bitcoin Trust ETF 0.20% 24,120 $803K No change
REGN Regeneron Pharmaceuticals 0.20% 1,280 $798K Add +19.2%
LOW Lowe's Cos Inc. 0.20% 3,600 $794K Reduce -5.4%
PPL PPL Corp. 0.19% 20,772 $755K Add +8.3%
EMR Emerson Electric Co. 0.18% 5,090 $729K No change
MPC Marathon Petroleum Corp. 0.18% 2,836 $725K Add +50.1%
EOG EOG Resources Inc. 0.18% 5,568 $722K Add +72.3%
UNH Unitedhealth Group Inc. 0.18% 1,709 $710K Add +12.4%
PEP Pepsico Inc. 0.18% 5,182 $702K Reduce -29.8%
QTUM Defiance Quantum ETF 0.17% 4,100 $678K No change
HUBB Hubbell Inc. 0.17% 1,274 $667K No change
PFE Pfizer Inc. 0.17% 27,679 $667K Reduce -2.4%
SCHW Schwab (charles) Corp. 0.17% 7,175 $662K Add +65.1%
CVX Chevron Corp. 0.16% 3,932 $652K Reduce -7.0%
CRM Salesforce Inc. 0.16% 4,153 $651K Add +89.5%
PANW Palo Alto Networks Inc. 0.16% 1,889 $644K New
PPG PPG Industries Inc. 0.16% 5,139 $623K Add +119.4%
MCD McDonald's Corp. 0.15% 2,264 $612K Add +1.3%
GE General Electric filed as GE AEROSPACE 0.15% 1,633 $610K Add +1.7%
NOW ServiceNow Inc. 0.15% 6,008 $596K Reduce -1.5%
PKG Packaging Corp. of America 0.15% 2,497 $595K Add +66.1%
DOV Dover Corp. 0.15% 2,630 $590K Add +48.8%
BLK BlackRock Inc. 0.15% 612 $588K Add +50.7%
CB Chubb Ltd. 0.14% 1,693 $577K Add +43.8%
DAL Delta Air Lines Inc. 0.14% 5,773 $541K Reduce -72.5%
DG Dollar General Corp. 0.13% 4,541 $523K New
TSM Taiwan Semiconductor-SP ADR 0.13% 1,094 $522K Add +13.1%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.13% 4,132 $522K Reduce -2.5%
GEV GE Vernova Inc. 0.13% 434 $510K Reduce -0.5%
MCHP Microchip Technology Inc. 0.13% 5,575 $508K Add +34.7%
TMUS T-Mobile US Inc. 0.13% 3,017 $506K Reduce -63.3%
MCO Moody's Corp. 0.13% 1,108 $502K Reduce -30.7%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.12% 18,689 $496K Add +112.9%
SCHD Schwab US DVD Equity ETF 0.12% 15,000 $476K No change
SDY SS SPDR S&P Dividend ETF 0.12% 3,061 $466K Reduce -2.9%
NSC Norfolk Southern Corp. 0.11% 1,447 $455K Reduce -4.5%
BX Blackstone Inc. 0.11% 3,857 $454K Add +1.2%
USB US Bancorp 0.11% 7,376 $446K Add +85.1%
ETN Eaton Corp. PLC 0.11% 1,044 $445K Reduce -6.1%
MMM 3M Co. 0.11% 2,703 $438K Reduce -3.6%
STE Steris PLC 0.11% 2,063 $434K Reduce -4.0%
TFC Truist Financial Corp. 0.11% 8,693 $433K Reduce -11.3%
COP Conocophillips 0.11% 4,092 $425K Add +43.8%
KR Kroger Co. 0.10% 7,508 $417K Reduce -52.3%
IVOO Vanguard S&P Mid-Cap 400 ETF 0.10% 3,190 $416K No change
CDNS Cadence Design SYS Inc. 0.10% 1,102 $414K Add +24.0%
CRWD CrowdStrike Holdings Inc. Class A 0.10% 538 $411K Reduce -3.1%
RSG Republic Services Inc. 0.10% 1,908 $407K Reduce -41.3%
GD General Dynamics Corp. 0.10% 1,139 $403K Reduce -5.7%
IAU iShares Gold Trust 0.10% 5,249 $396K No change
MO Altria Group Inc. 0.10% 5,342 $384K Add +44.0%
EFX Equifax Inc. 0.10% 2,400 $381K No change
DTE DTE Energy Company 0.09% 2,426 $370K Add +33.1%
AXSM Axsome Therapeutics Inc. 0.09% 1,477 $362K Reduce -11.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.09% 1,277 $359K Reduce -49.6%
BKNG Booking Holdings Inc. 0.09% 2,000 $356K New
KMB Kimberly-Clark Corp. 0.09% 3,210 $352K No change
DFUV Dimensional US Marketwide Va 0.09% 6,366 $350K No change
VGT Vanguard Info Tech ETF 0.09% 2,904 $347K No change
RGA Reinsurance Group of America 0.08% 1,548 $329K Reduce -15.4%
TSLA Tesla Inc. 0.08% 765 $322K Reduce -2.7%
IWY iShares Russell Top 200 Grow 0.08% 1,065 $310K No change
CRS Carpenter Technology 0.08% 500 $309K New
EXPD Expeditors Intl Wash Inc. 0.08% 1,859 $303K No change
ARKK ARK Innovation ETF 0.08% 3,745 $303K No change
TWLO Twilio Inc. Class A 0.07% 1,445 $298K New
ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV 0.07% 148 $294K New
SBUX Starbucks Corp. 0.07% 2,669 $273K Reduce -0.0%
FERG Ferguson Enterprises Inc. 0.07% 1,147 $272K Reduce -44.6%
UNP Union Pacific Corp. 0.07% 998 $272K Reduce -54.7%
VWO Vanguard Ftse Emerging Marke 0.07% 4,517 $270K No change
HWM Howmet Aerospace Inc. 0.07% 986 $265K New
VUG Vanguard Mrngstar GR ETF-Sui 0.06% 3,000 $258K No change
SYK Stryker Corp. 0.06% 803 $253K Add +6.6%
IJH iShares Core S&P Midcap ETF 0.06% 3,275 $253K No change
HLT Hilton Worldwide Holdings Inc. 0.06% 750 $248K New
BDYN iShares DYN Act ETF 0.06% 8,903 $247K Reduce -42.9%
ELV Elevance Health Inc. 0.06% 627 $242K New
KDP Keurig Dr Pepper Inc. 0.06% 7,314 $239K Reduce -12.1%
AMGN Amgen Inc. 0.06% 655 $237K Reduce -7.2%
ECL Ecolab Inc. 0.06% 845 $236K New
BDVL iShares DV Equity Active ETF 0.06% 9,012 $234K Add +4.3%
EBAY eBay Inc. 0.06% 2,000 $224K New
ETR Entergy Corp. 0.06% 1,940 $223K New
EPD Enterprise Products Partners 0.06% 6,060 $223K No change
ESI Element Solutions Inc. 0.06% 4,605 $220K New
AMP Ameriprise Financial Inc. 0.05% 478 $219K No change
GPC Genuine Parts Co. 0.05% 1,824 $215K Reduce -47.8%
CDW CDW Corp. 0.05% 1,520 $214K New
MPWR Monolithic Power Systems Inc. 0.05% 154 $213K New
SMH Vaneck Semiconductor ETF 0.05% 319 $209K New
ARCC Ares Capital Corp. 0.05% 11,185 $207K Reduce -0.0%
XPO Xpo Inc. 0.05% 1,000 $205K New

Portfolio Sells Q1 2026 → Q2 2026
JEPI JPMorgan Equity Premium Inco Reduce -9.9% 2.21% −0.60
XOM Exxon Mobil Corp. Sold out 0.00% −0.56
VTV Vanguard Mrngstr Val ETF-Aui Reduce -35.7% 0.72% −0.43
TMUS T-Mobile US Inc. Reduce -63.3% 0.13% −0.37
ACN Accenture PLC Class A Sold out 0.00% −0.35
DAL Delta Air Lines Inc. Reduce -72.5% 0.14% −0.26
KR Kroger Co. Reduce -52.3% 0.10% −0.22
PG The Procter & Gamble Co. Reduce -18.2% 0.42% −0.16
WM Waste Management Inc. Sold out 0.00% −0.15
PEP Pepsico Inc. Reduce -29.8% 0.18% −0.15
LMT Lockheed Martin Corp. Sold out 0.00% −0.14
SPGI S&P Global Inc. Reduce -13.4% 0.34% −0.13
JNJ Johnson & Johnson Reduce -2.9% 0.95% −0.12
MSI Motorola Solutions Inc. Sold out 0.00% −0.12
CZR Caesars Entertainment Inc. Sold out 0.00% −0.12
TSCO Tractor Supply Company Sold out 0.00% −0.12
WMT Walmart Inc. Reduce -2.2% 0.41% −0.12
ITW Illinois Tool Works Sold out 0.00% −0.11
YUM Yum! Brands Inc. Sold out 0.00% −0.11
MDT Medtronic PLC Sold out 0.00% −0.11
CL Colgate-Palmolive Co. Sold out 0.00% −0.10
CHD Church & Dwight Co. Inc. Sold out 0.00% −0.10
RSG Republic Services Inc. Reduce -41.3% 0.10% −0.10
MRSH Marsh & McLennan Cos Sold out 0.00% −0.10
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.10
COST Costco Wholesale Corp. Reduce -0.7% 0.42% −0.09
IWD iShares Russell 1000 Value E Reduce -14.1% 0.54% −0.09
APD Air Products & Chemicals Inc. Sold out 0.00% −0.09
ADP Automatic Data Processing Sold out 0.00% −0.09
CVX Chevron Corp. Reduce -7.0% 0.16% −0.09
IBM Intl Business Machines Corp. Reduce -49.6% 0.09% −0.09
DD Dupont DE Nemours Inc. Sold out 0.00% −0.09
UNP Union Pacific Corp. Reduce -54.7% 0.07% −0.08
GWW WW Grainger Inc. Sold out 0.00% −0.08
CMI Cummins Inc. Reduce -37.3% 0.21% −0.08
WFC Wells Fargo & Co. Reduce -0.1% 0.78% −0.08
BR Broadridge Financial Solutio Sold out 0.00% −0.08
MA Mastercard Inc. Class A Reduce -13.1% 0.27% −0.08
MCO Moody's Corp. Reduce -30.7% 0.13% −0.07
PM Philip Morris International Reduce -4.0% 0.83% −0.07
FERG Ferguson Enterprises Inc. Reduce -44.6% 0.07% −0.07
SCHG Schwab US Large-Cap Growth Sold out 0.00% −0.07
MRK Merck & Co. Inc. Reduce -12.1% 0.31% −0.07
ABT Abbott Laboratories Reduce -0.4% 0.21% −0.06
CCL Carnival Corp. Ltd. Reduce -18.6% 0.23% −0.06
PFE Pfizer Inc. Reduce -2.4% 0.17% −0.06
CLX Clorox Company Sold out 0.00% −0.06
V Visa Inc. Class A Reduce -6.5% 0.79% −0.06
LOW Lowe's Cos Inc. Reduce -5.4% 0.20% −0.06
HD Home Depot Inc. Reduce -9.3% 0.31% −0.05

Portfolio Buys Q1 2026 → Q2 2026
LRCX Lam Research Corp. Add +8.1% 1.92% +0.92
AMZN Amazon.com Inc. Add +25.7% 2.50% +0.52
APH Amphenol Corp. Class A Add +159.6% 0.70% +0.48
AMD Advanced Micro Devices Add +14.8% 0.74% +0.48
CSCO Cisco Systems Inc. Add +11.7% 1.01% +0.33
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +83.8% 0.67% +0.30
AAPL Apple Inc. Add +0.8% 32.58% +0.29
MU Micron Technology Inc. New 0.27% +0.27
LLY Eli Lilly & Co. Add +0.8% 1.84% +0.24
JCI Johnson Controls Internation New 0.24% +0.24
DELL Dell Technologies -C Add +1.4% 0.37% +0.21
DIS The Walt Disney Co. Add +66.0% 0.62% +0.19
AVGO Broadcom Inc. Add +7.1% 1.50% +0.19
PANW Palo Alto Networks Inc. New 0.16% +0.16
CAT Caterpillar Inc. Add +1.7% 0.60% +0.15
GLW Corning Inc. Add +49.2% 0.26% +0.15
SJM The JM Smucker Co. Add +82.8% 0.31% +0.14
IQV Iqvia Holdings Inc. Add +32.9% 0.59% +0.14
NVDA Nvidia Corp. Add +3.0% 3.96% +0.14
DG Dollar General Corp. New 0.13% +0.13
GOOG Alphabet Inc. Class C Add +4.1% 0.99% +0.11
MS Morgan Stanley Add +27.4% 0.35% +0.10
BKNG Booking Holdings Inc. New 0.09% +0.09
PPG PPG Industries Inc. Add +119.4% 0.16% +0.08
BAC Bank of America Corp. Add +10.2% 0.73% +0.08
ADI Analog Devices Inc. Add +5.9% 0.57% +0.08
CRS Carpenter Technology New 0.08% +0.08
TWLO Twilio Inc. Class A New 0.07% +0.07
ASML ASML Holding NV-NY Reg SHS New 0.07% +0.07
PH Parker Hannifin Corp. Add +15.1% 0.76% +0.07
HWM Howmet Aerospace Inc. New 0.07% +0.07
HLT Hilton Worldwide Holdings Inc. New 0.06% +0.06
ELV Elevance Health Inc. New 0.06% +0.06
UNH Unitedhealth Group Inc. Add +12.4% 0.18% +0.06
ECL Ecolab Inc. New 0.06% +0.06
PKG Packaging Corp. of America Add +66.1% 0.15% +0.06
EBAY eBay Inc. New 0.06% +0.06
VICI Vici Properties Inc. Add +112.9% 0.12% +0.06
ETR Entergy Corp. New 0.06% +0.06
ESI Element Solutions Inc. New 0.06% +0.06
CDW CDW Corp. New 0.05% +0.05
MPWR Monolithic Power Systems Inc. New 0.05% +0.05
USB US Bancorp Add +85.1% 0.11% +0.05
SMH Vaneck Semiconductor ETF New 0.05% +0.05
XPO Xpo Inc. New 0.05% +0.05
MCHP Microchip Technology Inc. Add +34.7% 0.13% +0.05
MPC Marathon Petroleum Corp. Add +50.1% 0.18% +0.05
AMT American Tower Corp. Add +36.6% 0.41% +0.05
SCHW Schwab (charles) Corp. Add +65.1% 0.17% +0.05
EOG EOG Resources Inc. Add +72.3% 0.18% +0.05

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$399.8MAAPL, NVDA, GOOGL, AMZN, MSFT
Q1 2026 179$350.8MAAPL, NVDA, JEPI, GOOGL, MSFT
Q4 2025 183$347.9MAAPL, NVDA, JEPI, GOOGL, JIVE
Q3 2025 185$351.5MAAPL, NVDA, JEPI, MSFT, JIVE
Q2 2025 187$305.4MAAPL, JEPI, NVDA, MSFT, GOOGL
Q1 2025 187$300.6MAAPL, JEPI, MSFT, NVDA, GOOGL
Q4 2024 59$335.2MRSP, GDX, XLU, TLT, HGER
Q3 2024 201$303.0MAAPL, MSFT, GOOGL, NVDA, JEPI
Q2 2024 195$253.5MAAPL, GOOGL, MSFT, META, NVDA
Q1 2024 208$255.1MAAPL, MSFT, GOOGL, META, VOO