First County Bank

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 8, 2025), First County Bank reported 166 stock positions worth $195.7 million. Its top holding was Microsoft (MSFT) at 4.5% of the portfolio, followed by Nvidia (NVDA, 4.3%) and Vanguard Mrngstr Val ETF-Aui (VTV, 4.2%). Compared with Q2 2025, it opened 6 new positions, sold out of 3, added to 66 and reduced 68. The biggest buy was Apple (AAPL, shares +0%) and the biggest sale an exit from Can Imperial BK of Commerce (CM).

Most Recent 13F
Q2 2026
Location
Stamford, CT
CIK
0001983616
Portfolio Value
$195.7M (Q3 2025)
SEC Filing
0001140361-25-037686 ↗ filed Oct 8, 2025

Holdings Value

0$50.0M$100.0M$150.0M$200.0M$250.0M Q1 2024: $204.6M Q1 2024 Q2 2024: $194.4M Q2 2024 Q3 2024: $202.5M Q3 2024 Q4 2024: $179.0M Q4 2024 Q1 2025: $180.7M Q1 2025 Q2 2025: $185.7M Q2 2025 Q3 2025: $195.7M $195.7M Q3 2025 Q4 2025: $189.6M Q4 2025 Q1 2026: $186.0M Q1 2026 Q2 2026: $211.3M Q2 2026

Holdings 166 stocks · $195.7M
MSFT Microsoft Corp. 4.48% 16,937 $8.8M Add +1.5%
NVDA Nvidia Corp. 4.35% 45,613 $8.5M Add +1.1%
VTV Vanguard Mrngstr Val ETF-Aui 4.16% 43,659 $8.1M Reduce -1.8%
AAPL Apple Inc. 3.80% 29,219 $7.4M Add +0.4%
IJS iShares S&P Small-Cap 600 Va 2.95% 52,185 $5.8M Add +2.2%
IVV iShares Core S&P 500 ETF 2.14% 6,242 $4.2M No change
XOM Exxon Mobil Corp. 2.01% 34,935 $3.9M Add +3.1%
ABBV Abbvie Inc. 1.98% 16,691 $3.9M Add +0.2%
GOOGL Alphabet Inc. Class A 1.91% 15,368 $3.7M Reduce -1.8%
AVGO Broadcom Inc. 1.89% 11,190 $3.7M Reduce -4.2%
ORCL Oracle Corp. 1.77% 12,334 $3.5M Reduce -0.4%
SPY SS SPDR S&P 500 ETF Trust-US 1.71% 5,031 $3.4M Reduce -9.3%
VUG Vanguard Mrngstar GR ETF-Sui 1.60% 6,534 $3.1M Add +4.3%
AMZN Amazon.com Inc. 1.57% 14,006 $3.1M Add +0.0%
VYM Vanguard High DVD Yield ETF 1.47% 20,409 $2.9M Reduce -1.7%
COST Costco Wholesale Corp. 1.37% 2,906 $2.7M Add +0.1%
JPM JPMorgan Chase & Co. 1.35% 8,391 $2.6M Add +0.8%
PM Philip Morris International 1.35% 16,290 $2.6M Reduce -6.0%
EMR Emerson Electric Co. 1.15% 17,162 $2.3M No change
MCHP Microchip Technology Inc. 1.14% 34,756 $2.2M Reduce -0.3%
PANW Palo Alto Networks Inc. 1.06% 10,232 $2.1M Reduce -0.1%
VOO Vanguard S&P 500 ETF 1.05% 3,365 $2.1M Reduce -6.3%
IJR iShares Core S&P Small-Cap E 1.02% 16,809 $2.0M No change
GILD Gilead Sciences Inc. 1.01% 17,741 $2.0M Reduce -8.5%
PG The Procter & Gamble Co. 0.99% 12,634 $1.9M Add +1.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.97% 6,454 $1.9M Add +8.3%
CRM Salesforce Inc. 0.96% 7,916 $1.9M Add +3.0%
VZ Verizon Communications Inc. 0.92% 40,919 $1.8M Reduce -8.4%
SCHG Schwab US Large-Cap Growth 0.91% 55,662 $1.8M Add +6.3%
IEFA iShares Core MSCI Eafe ETF 0.89% 19,856 $1.7M Add +3.0%
ETN Eaton Corp. PLC 0.86% 4,491 $1.7M Add +0.1%
MRK Merck & Co. Inc. 0.85% 19,906 $1.7M Add +1.0%
JNJ Johnson & Johnson 0.82% 8,639 $1.6M Add +1.1%
IJH iShares Core S&P Midcap ETF 0.81% 24,328 $1.6M Add +0.1%
HD Home Depot Inc. 0.80% 3,850 $1.6M Add +6.1%
DUK Duke Energy Corp. 0.79% 12,419 $1.5M Reduce -4.2%
LLY Eli Lilly & Co. 0.76% 1,957 $1.5M Add +0.2%
VCSH Vanguard S/T Corp. Bond ETF 0.76% 18,635 $1.5M No change
META Meta Platforms Inc. Class A 0.75% 2,010 $1.5M Add +9.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.75% 5,215 $1.5M Reduce -1.9%
ADP Automatic Data Processing 0.74% 4,950 $1.5M No change
MCD McDonald's Corp. 0.74% 4,734 $1.4M Add +2.4%
AMGN Amgen Inc. 0.73% 5,053 $1.4M Reduce -1.8%
CAT Caterpillar Inc. 0.71% 2,930 $1.4M Add +0.1%
UNP Union Pacific Corp. 0.68% 5,598 $1.3M Add +3.4%
AEP American Electric Power 0.68% 11,757 $1.3M Reduce -4.3%
WMB Williams Cos Inc. 0.67% 20,673 $1.3M Reduce -4.9%
ENB Enbridge Inc. 0.61% 23,690 $1.2M Reduce -8.3%
BRK.B Berkshire Hathaway Inc. Class B 0.61% 2,373 $1.2M Add +1.5%
SCHV Schwab US Large-Cap Value 0.59% 39,871 $1.2M Add +3.7%
PEP Pepsico Inc. 0.59% 8,211 $1.2M Add +5.4%
SO The Southern Co. 0.59% 12,155 $1.2M Reduce -4.8%
KLAC KLA Corp. 0.58% 1,046 $1.1M Reduce -0.4%
AMD Advanced Micro Devices 0.58% 6,966 $1.1M No change
TRP TC Energy Corp. 0.57% 20,584 $1.1M Reduce -6.6%
GVI iShares Intermediate Governm 0.57% 10,401 $1.1M Add +4.1%
PNC PNC Financial Services Group 0.56% 5,466 $1.1M Reduce -4.7%
CMG Chipotle Mexican Grill Inc. 0.55% 27,590 $1.1M Reduce -0.1%
V Visa Inc. Class A 0.54% 3,091 $1.1M Add +1.7%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.53% 24,277 $1.0M No change
RTX RTX Corp. 0.53% 6,185 $1.0M Add +0.5%
CSCO Cisco Systems Inc. 0.52% 14,842 $1.0M Reduce -1.6%
VEA Vanguard Ftse Developed ETF 0.48% 15,717 $942K Add +4.2%
CVX Chevron Corp. 0.48% 6,022 $935K Reduce -7.3%
BIV Vanguard Intermediate-Term B 0.48% 11,956 $934K Add +6.4%
GOOG Alphabet Inc. Class C 0.48% 3,825 $932K Reduce -4.4%
IWM iShares Russell 2000 ETF 0.45% 3,678 $890K Add +8.9%
PFE Pfizer Inc. 0.44% 34,043 $867K Reduce -0.1%
KO The Coca-Cola Co. 0.43% 12,817 $850K Reduce -6.3%
ABT Abbott Laboratories 0.42% 6,065 $812K No change
IVW iShares S&P 500 Growth ETF 0.41% 6,671 $805K Reduce -0.6%
NGG National Grid PLC-SP ADR 0.41% 11,058 $804K Reduce -13.3%
HBAN Huntington Bancshares Inc. 0.40% 45,560 $787K Reduce -6.4%
TSLA Tesla Inc. 0.40% 1,748 $777K Reduce -0.1%
BX Blackstone Inc. 0.40% 4,537 $775K Add +1.9%
IWD iShares Russell 1000 Value E 0.39% 3,777 $769K No change
VGSH Vanguard Short-Term Treasury 0.38% 12,586 $741K No change
VTI VG Morningstar TS MKT ETF-US 0.37% 2,218 $728K Reduce -2.2%
HON Honeywell International Inc. 0.37% 3,446 $725K Reduce -3.6%
TMO Thermo Fisher Scientific Inc. 0.36% 1,447 $702K Add +4.8%
TFC Truist Financial Corp. 0.36% 15,200 $695K Reduce -7.3%
DFAS Dimensional US Small Cap ETF 0.34% 9,807 $671K Reduce -28.6%
LIN Linde PLC 0.34% 1,400 $665K Reduce -0.4%
USB US Bancorp 0.34% 13,588 $657K Reduce -7.9%
BKNG Booking Holdings Inc. 0.33% 121 $653K Reduce -0.8%
BIIB Biogen Inc. 0.32% 4,477 $627K No change
MA Mastercard Inc. Class A 0.32% 1,096 $623K Reduce -3.4%
TTE Totalenergies SE -Spon ADR 0.32% 10,360 $618K Reduce -6.8%
AMP Ameriprise Financial Inc. 0.31% 1,228 $603K Add +6.8%
T AT&T Inc. 0.31% 21,255 $600K Reduce -56.4%
ETR Entergy Corp. 0.30% 6,274 $585K Reduce -20.0%
BTI British American Tob-SP ADR 0.29% 10,720 $569K Reduce -10.4%
NEE Nextera Energy Inc. 0.29% 7,515 $567K Reduce -2.0%
NOC Northrop Grumman Corp. 0.29% 918 $559K Add +1.2%
WMT Walmart Inc. 0.28% 5,362 $553K Add +0.8%
VB Vanguard Most SM-Cap ETF-Usd 0.28% 2,163 $550K Reduce -10.1%
SCHX Schwab US Large-Cap ETF 0.28% 20,821 $548K Reduce -2.6%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.28% 3,762 $544K Reduce -0.4%
COP Conocophillips 0.27% 5,636 $533K Reduce -4.9%
MS Morgan Stanley 0.27% 3,276 $521K Reduce -32.9%
LOW Lowe's Cos Inc. 0.27% 2,069 $520K No change
TEL Te Connectivity PLC 0.26% 2,338 $513K Reduce -3.4%
PLD Prologis Inc. 0.25% 4,269 $489K Add +6.5%
CB Chubb Ltd. 0.25% 1,708 $482K Add +2.8%
ADBE Adobe Inc. 0.24% 1,320 $466K Add +10.4%
IWF iShares Russell 1000 Growth 0.23% 967 $453K Reduce -1.6%
VXF Vanguard Extended Market ETF 0.23% 2,154 $451K No change
APD Air Products & Chemicals Inc. 0.23% 1,628 $444K Add +4.2%
BMY Bristol-Myers Squibb Co. 0.22% 9,684 $437K Reduce -19.4%
URI United Rentals Inc. 0.21% 438 $418K Add +1.9%
VNQ Vanguard Real Estate ETF 0.21% 4,540 $415K Add +17.3%
SNY Sanofi-ADR 0.21% 8,563 $404K Add +1.5%
PYPL PayPal Holdings Inc. 0.20% 5,927 $397K Reduce -6.0%
MDT Medtronic PLC 0.20% 4,171 $397K Add +3.2%
O Realty Income Corp. 0.20% 6,477 $394K Reduce -1.5%
GE General Electric filed as GE AEROSPACE 0.20% 1,299 $391K No change
FNDE Schwab Fndmntl Em MRK Eq ETF 0.20% 10,703 $387K No change
WM Waste Management Inc. 0.20% 1,744 $385K No change
XLF SS Financial Select Sector 0.20% 7,146 $385K Reduce -4.9%
DOW Dow Inc. 0.20% 16,785 $385K Add +14.2%
GLW Corning Inc. 0.19% 4,604 $378K Add +5.1%
SCHO Schwab Short-Term US Treas 0.19% 15,388 $375K Add +5.8%
GS Goldman Sachs Group Inc. 0.19% 464 $370K Reduce -0.8%
RSP Invesco S&P 500 Equal Weight 0.19% 1,947 $369K Reduce -6.8%
LRCX Lam Research Corp. 0.19% 2,726 $365K Reduce -0.6%
MO Altria Group Inc. 0.19% 5,522 $365K New
KMB Kimberly-Clark Corp. 0.19% 2,933 $365K Add +14.9%
XEL Xcel Energy Inc. 0.18% 4,469 $360K Reduce -17.6%
DLR Digital Realty Trust Inc. 0.18% 1,996 $345K Add +7.8%
ECL Ecolab Inc. 0.18% 1,258 $345K Add +2.0%
IEMG iShares Core MSCI Emerging 0.17% 5,136 $339K Reduce -4.8%
ICE Intercontinental Exchange Inc. 0.17% 1,989 $335K No change
PPL PPL Corp. 0.17% 8,934 $332K Reduce -17.4%
QCOM Qualcomm Inc. 0.16% 1,913 $318K Add +10.6%
SCHR Schwab Intermediate-Term US 0.16% 12,661 $318K Add +4.9%
DELL Dell Technologies -C 0.16% 2,218 $314K No change
DHR Danaher Corp. 0.15% 1,452 $288K Add +2.2%
SPSB SS SPDR P St C Corp. ETF 0.15% 9,426 $286K Add +9.2%
ADI Analog Devices Inc. 0.14% 1,152 $283K Reduce -1.4%
BA The Boeing Co. 0.14% 1,300 $281K No change
DE Deere & Co. 0.14% 613 $280K No change
IWR iShares Russell Mid-Cap ETF 0.14% 2,883 $278K Reduce -5.7%
LMT Lockheed Martin Corp. 0.14% 554 $277K Add +12.6%
GLD SPDR Gold Shares 0.13% 740 $263K No change
UNH Unitedhealth Group Inc. 0.13% 744 $257K New
IJJ iShares S&P Mid-Cap 400 Valu 0.13% 1,969 $255K Reduce -5.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.13% 2,211 $253K Reduce -14.2%
PH Parker Hannifin Corp. 0.13% 331 $251K No change
AMT American Tower Corp. 0.13% 1,297 $249K Add +2.5%
TGT Target Corp. 0.13% 2,771 $249K Add +1.4%
NKE Nike Inc. Class B 0.13% 3,551 $248K Add +0.1%
ALL Allstate Corp. 0.12% 1,112 $239K Add +11.8%
NFLX Netflix Inc. 0.12% 199 $239K Add +1.5%
QQQ Invesco QQQ Trust Series 1 0.12% 386 $232K No change
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.12% 4,462 $230K Reduce -11.0%
NVS Novartis AG-Sponsored ADR 0.12% 1,794 $230K Add +4.4%
BDX Becton Dickinson and Co. 0.12% 1,205 $226K New
ZTS Zoetis Inc. 0.11% 1,535 $225K Add +5.4%
GSK GSK PLC-Spon ADR 0.11% 5,087 $220K New
IVE iShares S&P 500 Value ETF 0.11% 1,055 $218K No change
VIG Vanguard Dividend Apprec ETF 0.11% 1,000 $216K No change
MDLZ Mondelez International Inc. Class A 0.11% 3,417 $213K New
ELV Elevance Health Inc. 0.11% 650 $210K Reduce -9.7%
TXN Texas Instruments Inc. 0.11% 1,125 $207K No change
VWO Vanguard Ftse Emerging Marke 0.10% 3,733 $202K New
AMCR Amcor PLC 0.10% 23,142 $189K Add +5.8%
Other holdings (1): bonds, preferreds, convertibles and warrants · $278K (not counted above)
SecurityClassShares / PrincipalValueChange
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 225$278KNo change

Total filed on the 13F, all lines: $196.0M.

Portfolio Sells Q2 2025 → Q3 2025
CM Can Imperial BK of Commerce Sold out 0.00% −0.46
T AT&T Inc. Reduce -56.4% 0.31% −0.45
PM Philip Morris International Reduce -6.0% 1.35% −0.35
CMG Chipotle Mexican Grill Inc. Reduce -0.1% 0.55% −0.28
MCHP Microchip Technology Inc. Reduce -0.3% 1.14% −0.18
GILD Gilead Sciences Inc. Reduce -8.5% 1.01% −0.15
SPY SS SPDR S&P 500 ETF Trust-US Reduce -9.3% 1.71% −0.13
DFAS Dimensional US Small Cap ETF Reduce -28.6% 0.34% −0.13
UPS United Parcel Service Class B Sold out 0.00% −0.12
VZ Verizon Communications Inc. Reduce -8.4% 0.92% −0.12
KVUE Kenvue Inc. Sold out 0.00% −0.12
MS Morgan Stanley Reduce -32.9% 0.27% −0.10
NGG National Grid PLC-SP ADR Reduce -13.3% 0.41% −0.10
IBM Intl Business Machines Corp. Reduce -1.9% 0.75% −0.09
KO The Coca-Cola Co. Reduce -6.3% 0.43% −0.09
HON Honeywell International Inc. Reduce -3.6% 0.37% −0.08
BMY Bristol-Myers Squibb Co. Reduce -19.4% 0.22% −0.08
VTV Vanguard Mrngstr Val ETF-Aui Reduce -1.8% 4.16% −0.07
WMB Williams Cos Inc. Reduce -4.9% 0.67% −0.07
PANW Palo Alto Networks Inc. Reduce -0.1% 1.06% −0.06
ETR Entergy Corp. Reduce -20.0% 0.30% −0.05
TTE Totalenergies SE -Spon ADR Reduce -6.8% 0.32% −0.05
PYPL PayPal Holdings Inc. Reduce -6.0% 0.20% −0.05
BKNG Booking Holdings Inc. Reduce -0.8% 0.33% −0.05
VOO Vanguard S&P 500 ETF Reduce -6.3% 1.05% −0.05
AMGN Amgen Inc. Reduce -1.8% 0.73% −0.04
CSCO Cisco Systems Inc. Reduce -1.6% 0.52% −0.04
ELV Elevance Health Inc. Reduce -9.7% 0.11% −0.04
SO The Southern Co. Reduce -4.8% 0.59% −0.04
DIS The Walt Disney Co. Reduce -14.2% 0.13% −0.04
DUK Duke Energy Corp. Reduce -4.2% 0.79% −0.04
HBAN Huntington Bancshares Inc. Reduce -6.4% 0.40% −0.04
PPL PPL Corp. Reduce -17.4% 0.17% −0.03
VB Vanguard Most SM-Cap ETF-Usd Reduce -10.1% 0.28% −0.03
MA Mastercard Inc. Class A Reduce -3.4% 0.32% −0.02
TFC Truist Financial Corp. Reduce -7.3% 0.36% −0.02
USB US Bancorp Reduce -7.9% 0.34% −0.02
CVX Chevron Corp. Reduce -7.3% 0.48% −0.02
VYM Vanguard High DVD Yield ETF Reduce -1.7% 1.47% −0.02
ENB Enbridge Inc. Reduce -8.3% 0.61% −0.02
RSP Invesco S&P 500 Equal Weight Reduce -6.8% 0.19% −0.02
LIN Linde PLC Reduce -0.4% 0.34% −0.02
XLF SS Financial Select Sector Reduce -4.9% 0.20% −0.02
PNC PNC Financial Services Group Reduce -4.7% 0.56% −0.01
XEL Xcel Energy Inc. Reduce -17.6% 0.18% −0.01
BTI British American Tob-SP ADR Reduce -10.4% 0.29% −0.01
COP Conocophillips Reduce -4.9% 0.27% −0.01
AEP American Electric Power Reduce -4.3% 0.68% −0.01
BAC Bank of America Corp. Reduce -11.0% 0.12% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -5.7% 0.14% −0.01

Portfolio Buys Q2 2025 → Q3 2025
AAPL Apple Inc. Add +0.4% 3.80% +0.59
NVDA Nvidia Corp. Add +1.1% 4.35% +0.51
ABBV Abbvie Inc. Add +0.2% 1.98% +0.31
IJS iShares S&P Small-Cap 600 Va Add +2.2% 2.95% +0.21
MO Altria Group Inc. New 0.19% +0.19
UNH Unitedhealth Group Inc. New 0.13% +0.13
VUG Vanguard Mrngstar GR ETF-Sui Add +4.3% 1.60% +0.12
JNJ Johnson & Johnson Add +1.1% 0.82% +0.12
BDX Becton Dickinson and Co. New 0.12% +0.12
GSK GSK PLC-Spon ADR New 0.11% +0.11
MDLZ Mondelez International Inc. Class A New 0.11% +0.11
VWO Vanguard Ftse Emerging Marke New 0.10% +0.10
CAT Caterpillar Inc. Add +0.1% 0.71% +0.10
SCHG Schwab US Large-Cap Growth Add +6.3% 0.91% +0.08
HD Home Depot Inc. Add +6.1% 0.80% +0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +8.3% 0.97% +0.07
GLW Corning Inc. Add +5.1% 0.19% +0.07
IWM iShares Russell 2000 ETF Add +8.9% 0.45% +0.06
TMO Thermo Fisher Scientific Inc. Add +4.8% 0.36% +0.06
JPM JPMorgan Chase & Co. Add +0.8% 1.35% +0.05
XOM Exxon Mobil Corp. Add +3.1% 2.01% +0.05
RTX RTX Corp. Add +0.5% 0.53% +0.05
NOC Northrop Grumman Corp. Add +1.2% 0.29% +0.04
URI United Rentals Inc. Add +1.9% 0.21% +0.04
BX Blackstone Inc. Add +1.9% 0.40% +0.04
PEP Pepsico Inc. Add +5.4% 0.59% +0.04
VNQ Vanguard Real Estate ETF Add +17.3% 0.21% +0.03
META Meta Platforms Inc. Class A Add +9.4% 0.75% +0.02
PLD Prologis Inc. Add +6.5% 0.25% +0.02
SCHV Schwab US Large-Cap Value Add +3.7% 0.59% +0.02
IEFA iShares Core MSCI Eafe ETF Add +3.0% 0.89% +0.02
LMT Lockheed Martin Corp. Add +12.6% 0.14% +0.02
VEA Vanguard Ftse Developed ETF Add +4.2% 0.48% +0.02
QCOM Qualcomm Inc. Add +10.6% 0.16% +0.01
ALL Allstate Corp. Add +11.8% 0.12% +0.01
MRK Merck & Co. Inc. Add +1.0% 0.85% +0.01
MDT Medtronic PLC Add +3.2% 0.20% +0.01
MSFT Microsoft Corp. Add +1.5% 4.48% +0.01
KMB Kimberly-Clark Corp. Add +14.9% 0.19% +0.01
BIV Vanguard Intermediate-Term B Add +6.4% 0.48% +0.01
MCD McDonald's Corp. Add +2.4% 0.74% +0.01
NVS Novartis AG-Sponsored ADR Add +4.4% 0.12% +0.01
UNP Union Pacific Corp. Add +3.4% 0.68% +0.01
SPSB SS SPDR P St C Corp. ETF Add +9.2% 0.15% +0.01
DLR Digital Realty Trust Inc. Add +7.8% 0.18% +0.00
WMT Walmart Inc. Add +0.8% 0.28% +0.00
SCHO Schwab Short-Term US Treas Add +5.8% 0.19% +0.00
IJH iShares Core S&P Midcap ETF Add +0.1% 0.81% −0.00
SCHR Schwab Intermediate-Term US Add +4.9% 0.16% −0.00
BRK.B Berkshire Hathaway Inc. Class B Add +1.5% 0.61% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 159$211.3MVTV, NVDA, AAPL, MSFT, IJS
Q1 2026 151$186.0MVTV, NVDA, AAPL, MSFT, IJS
Q4 2025 155$189.6MVTV, NVDA, MSFT, AAPL, IJS
Q3 2025 166$195.7MMSFT, NVDA, VTV, AAPL, IJS
Q2 2025 163$185.7MMSFT, VTV, NVDA, AAPL, IJS
Q1 2025 164$180.7MVTV, AAPL, MSFT, IJS, NVDA
Q4 2024 146$179.0MVUG, AAPL, VTV, MSFT, IJS
Q3 2024 158$202.5MAAPL, MSFT, VTV, VUG, IJS
Q2 2024 157$194.4MAAPL, MSFT, VTV, VUG, XOM
Q1 2024 166$204.6MMSFT, AAPL, VTV, AMZN, SPY