First County Bank

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 3, 2026), First County Bank reported 151 stock positions worth $186.0 million. Its top holding was Vanguard Mrngstr Val ETF-Aui (VTV) at 5.6% of the portfolio, followed by Nvidia (NVDA, 4.2%) and Apple (AAPL, 3.9%). Compared with Q4 2025, it opened 8 new positions, sold out of 12, added to 52 and reduced 79. The biggest buy was a new position in Amazon.com (AMZN) and the biggest sale Altria (MO, shares −74%).

Most Recent 13F
Q2 2026
Location
Stamford, CT
CIK
0001983616
Portfolio Value
$186.0M (Q1 2026)
SEC Filing
0001140361-26-013150 ↗ filed Apr 3, 2026

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 Q3 2025 Q4 2025: $189.6M Q4 2025 Q1 2026: $186.0M $186.0M Q1 2026 Q2 2026: $211.3M Q2 2026

Holdings 151 stocks · $186.0M
VTV Vanguard Mrngstr Val ETF-Aui 5.60% 53,070 $10.4M Add +12.6%
NVDA Nvidia Corp. 4.20% 44,757 $7.8M Reduce -2.0%
AAPL Apple Inc. 3.95% 28,946 $7.3M Add +1.7%
MSFT Microsoft Corp. 3.59% 18,055 $6.7M Add +5.2%
IJS iShares S&P Small-Cap 600 Va 3.23% 50,755 $6.0M Reduce -2.8%
XOM Exxon Mobil Corp. 3.16% 34,612 $5.9M Reduce -1.8%
IVV iShares Core S&P 500 ETF 2.19% 6,235 $4.1M No change
GOOGL Alphabet Inc. Class A 2.15% 13,890 $4.0M Reduce -3.1%
AVGO Broadcom Inc. 1.89% 11,360 $3.5M Add +0.5%
ABBV Abbvie Inc. 1.72% 14,701 $3.2M Reduce -5.1%
AMZN Amazon.com Inc. 1.69% 15,110 $3.1M New
VYM Vanguard High DVD Yield ETF 1.61% 20,228 $3.0M Reduce -27.2%
COST Costco Wholesale Corp. 1.58% 2,945 $2.9M Reduce -0.5%
JPM JPMorgan Chase & Co. 1.36% 8,588 $2.5M Add +4.7%
PM Philip Morris International 1.30% 14,631 $2.4M Reduce -4.7%
MRK Merck & Co. Inc. 1.22% 18,936 $2.3M Reduce -0.3%
SPY SS SPDR S&P 500 ETF Trust-US 1.21% 3,459 $2.2M Reduce -26.0%
GILD Gilead Sciences Inc. 1.16% 15,499 $2.2M Reduce -10.7%
CAT Caterpillar Inc. 1.11% 2,922 $2.1M Reduce -1.8%
VOO Vanguard S&P 500 ETF 1.11% 3,464 $2.1M Reduce -19.1%
EMR Emerson Electric Co. 1.11% 15,759 $2.1M Reduce -4.2%
MCHP Microchip Technology Inc. 1.07% 30,756 $2.0M Reduce -4.2%
PG The Procter & Gamble Co. 1.05% 13,523 $2.0M Add +20.7%
IJR iShares Core S&P Small-Cap E 1.04% 15,564 $1.9M Reduce -3.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 1.02% 6,618 $1.9M Add +3.9%
CRM Salesforce Inc. 1.02% 10,154 $1.9M Add +99.8%
IEFA iShares Core MSCI Eafe ETF 0.99% 20,437 $1.9M Add +1.3%
SCHG Schwab US Large-Cap Growth 0.97% 61,667 $1.8M Add +4.7%
ETN Eaton Corp. PLC 0.89% 4,604 $1.6M Reduce -1.0%
PANW Palo Alto Networks Inc. 0.85% 9,839 $1.6M Reduce -2.8%
JNJ Johnson & Johnson 0.85% 6,439 $1.6M Reduce -6.9%
MCD McDonald's Corp. 0.84% 5,008 $1.6M Add +5.3%
KLAC KLA Corp. 0.82% 1,034 $1.5M Reduce -0.4%
VZ Verizon Communications Inc. 0.81% 29,933 $1.5M Add +5.3%
IJH iShares Core S&P Midcap ETF 0.79% 21,878 $1.5M Reduce -10.1%
VCSH Vanguard S/T Corp. Bond ETF 0.79% 18,635 $1.5M No change
UNP Union Pacific Corp. 0.79% 6,082 $1.5M Add +8.9%
AMGN Amgen Inc. 0.79% 4,167 $1.5M Reduce -16.1%
ORCL Oracle Corp. 0.79% 9,928 $1.5M Reduce -8.1%
HD Home Depot Inc. 0.76% 4,304 $1.4M Add +11.5%
DUK Duke Energy Corp. 0.75% 10,629 $1.4M Reduce -10.4%
AEP American Electric Power 0.73% 10,412 $1.4M Reduce -9.0%
GVI iShares Intermediate Governm 0.69% 11,973 $1.3M Add +6.8%
SCHV Schwab US Large-Cap Value 0.67% 41,113 $1.3M Reduce -1.1%
BIV Vanguard Intermediate-Term B 0.66% 16,004 $1.2M Add +20.5%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.65% 4,983 $1.2M Reduce -4.5%
PEP Pepsico Inc. 0.65% 7,753 $1.2M Reduce -0.5%
CSCO Cisco Systems Inc. 0.65% 15,468 $1.2M Add +5.4%
RTX RTX Corp. 0.65% 6,221 $1.2M Reduce -1.7%
META Meta Platforms Inc. Class A 0.64% 2,079 $1.2M Add +0.9%
AMD Advanced Micro Devices 0.63% 5,794 $1.2M Reduce -15.6%
VUG Vanguard Mrngstar GR ETF-Sui 0.63% 2,686 $1.2M Reduce -12.7%
LLY Eli Lilly & Co. 0.63% 1,270 $1.2M Reduce -3.2%
BRK.B Berkshire Hathaway Inc. Class B 0.62% 2,393 $1.1M Add +1.1%
FNDF Schwab Fndmn Intl LRG Co. ETF 0.61% 23,277 $1.1M Reduce -4.1%
WMB Williams Cos Inc. 0.60% 15,264 $1.1M Add +8.7%
PYPL PayPal Holdings Inc. 0.60% 24,492 $1.1M Add +331.2%
TRP TC Energy Corp. 0.59% 17,621 $1.1M Reduce -11.4%
GOOG Alphabet Inc. Class C 0.58% 3,746 $1.1M Add +0.5%
ENB Enbridge Inc. 0.55% 18,945 $1.0M Reduce -18.3%
VEA Vanguard Ftse Developed ETF 0.55% 15,930 $1.0M Reduce -1.0%
V Visa Inc. Class A 0.54% 3,329 $1.0M Add +2.8%
ADP Automatic Data Processing 0.54% 4,950 $1.0M No change
CVX Chevron Corp. 0.53% 4,775 $988K Reduce -9.3%
SO The Southern Co. 0.51% 9,831 $949K Reduce -17.1%
PNC PNC Financial Services Group 0.51% 4,550 $947K Reduce -18.9%
HON Honeywell International Inc. 0.47% 3,888 $879K Add +24.2%
IWM iShares Russell 2000 ETF 0.42% 3,147 $780K Reduce -19.3%
IWD iShares Russell 1000 Value E 0.41% 3,606 $770K Reduce -4.5%
BIIB Biogen Inc. 0.41% 4,166 $764K Reduce -5.6%
TMO Thermo Fisher Scientific Inc. 0.40% 1,527 $751K Reduce -0.1%
COP Conocophillips 0.40% 5,605 $740K Add +9.5%
VGSH Vanguard Short-Term Treasury 0.38% 12,194 $714K Reduce -4.2%
SCHO Schwab Short-Term US Treas 0.38% 29,330 $712K Add +83.5%
LIN Linde PLC 0.37% 1,400 $694K No change
WMT Walmart Inc. 0.37% 5,562 $691K Reduce -1.3%
AMP Ameriprise Financial Inc. 0.37% 1,553 $690K Add +81.6%
DFAS Dimensional US Small Cap ETF 0.37% 9,630 $685K Add +0.6%
PFE Pfizer Inc. 0.37% 24,266 $681K Reduce -16.8%
TSLA Tesla Inc. 0.36% 1,806 $671K Add +2.5%
IVW iShares S&P 500 Growth ETF 0.36% 5,878 $665K Reduce -11.9%
ETR Entergy Corp. 0.35% 5,859 $658K Reduce -3.8%
NOC Northrop Grumman Corp. 0.35% 963 $657K Reduce -2.9%
BX Blackstone Inc. 0.35% 5,628 $647K Add +16.6%
KO The Coca-Cola Co. 0.35% 8,494 $646K Reduce -12.3%
NGG National Grid PLC-SP ADR 0.34% 7,557 $639K Reduce -12.0%
DOW Dow Inc. filed as DOW HLDGS INC 0.34% 15,263 $636K Add +42.4%
HBAN Huntington Bancshares Inc. 0.33% 39,430 $617K Reduce -6.3%
VB Vanguard Most SM-Cap ETF-Usd 0.32% 2,258 $591K Add +3.6%
GLW Corning Inc. 0.32% 4,332 $589K Add +4.9%
CB Chubb Ltd. 0.31% 1,773 $578K Add +0.3%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.31% 3,610 $577K Reduce -2.3%
BKNG Booking Holdings Inc. 0.29% 130 $547K Reduce -0.8%
VTI VG Morningstar TS MKT ETF-US 0.29% 1,661 $533K Reduce -25.1%
MA Mastercard Inc. Class A 0.28% 1,054 $527K Reduce -2.7%
APD Air Products & Chemicals Inc. 0.28% 1,801 $523K Add +29.2%
LRCX Lam Research Corp. 0.28% 2,441 $522K Reduce -5.4%
MS Morgan Stanley 0.28% 3,159 $520K Add +8.3%
T AT&T Inc. 0.26% 16,895 $490K Add +6.6%
TFC Truist Financial Corp. 0.26% 10,509 $483K Reduce -28.0%
LOW Lowe's Cos Inc. 0.26% 2,044 $483K No change
SCHX Schwab US Large-Cap ETF 0.25% 18,290 $469K Reduce -10.4%
BTI British American Tob-SP ADR 0.25% 8,010 $468K Reduce -27.5%
NEE Nextera Energy Inc. 0.25% 5,009 $465K Add +24.7%
DLR Digital Realty Trust Inc. 0.25% 2,555 $460K New
BMY Bristol-Myers Squibb Co. 0.25% 7,551 $458K Reduce -3.6%
TEL Te Connectivity PLC 0.25% 2,188 $457K Add +1.1%
ADBE Adobe Inc. 0.24% 1,861 $452K Reduce -0.5%
ABT Abbott Laboratories 0.24% 4,285 $440K Reduce -12.6%
VXF Vanguard Extended Market ETF 0.23% 2,104 $433K Reduce -2.3%
PLD Prologis Inc. 0.23% 3,243 $429K Reduce -18.6%
MDT Medtronic PLC 0.23% 4,934 $428K Add +25.6%
LMT Lockheed Martin Corp. 0.22% 677 $409K Add +24.7%
WM Waste Management Inc. 0.22% 1,742 $400K Add +0.5%
USB US Bancorp 0.21% 7,392 $384K Reduce -30.3%
GS Goldman Sachs Group Inc. 0.21% 453 $383K Reduce -1.3%
FNDE Schwab Fndmntl Em MRK Eq ETF 0.21% 10,000 $383K Reduce -6.6%
GE General Electric filed as GE AEROSPACE 0.20% 1,299 $369K No change
MO Altria Group Inc. 0.20% 5,522 $364K Reduce -73.6%
ECL Ecolab Inc. 0.20% 1,368 $364K Add +5.8%
SPSB SS SPDR P St C Corp. ETF 0.19% 11,710 $352K Add +11.3%
IVE iShares S&P 500 Value ETF 0.19% 1,643 $347K Add +55.7%
RSP Invesco S&P 500 Equal Weight 0.19% 1,802 $346K Reduce -4.2%
IEMG iShares Core MSCI Emerging 0.18% 4,918 $343K Reduce -4.2%
XLF SS Financial Select Sector 0.18% 6,811 $336K Reduce -4.7%
ADI Analog Devices Inc. 0.18% 1,037 $330K Reduce -4.3%
TGT Target Corp. 0.17% 2,687 $326K Add +26.9%
GLD SPDR Gold Shares 0.17% 740 $318K No change
URI United Rentals Inc. 0.17% 436 $318K No change
QQQ Invesco QQQ Trust Series 1 0.17% 543 $313K Add +40.7%
ICE Intercontinental Exchange Inc. 0.17% 1,989 $313K No change
NVS Novartis AG-Sponsored ADR 0.17% 2,014 $308K Add +37.8%
ALL Allstate Corp. 0.16% 1,461 $303K Add +45.4%
QCOM Qualcomm Inc. 0.16% 2,321 $299K Add +34.9%
AMT American Tower Corp. 0.15% 1,653 $285K Add +38.8%
DHR Danaher Corp. 0.15% 1,489 $282K Reduce -1.6%
IWR iShares Russell Mid-Cap ETF 0.15% 2,883 $280K No change
IWF iShares Russell 1000 Growth 0.15% 653 $278K Reduce -31.7%
PH Parker Hannifin Corp. 0.14% 300 $269K Reduce -7.1%
DE Deere & Co. 0.14% 467 $263K Add +0.9%
SBUX Starbucks Corp. 0.13% 2,789 $250K New
BA The Boeing Co. 0.13% 1,250 $249K No change
AMAT Applied Materials Inc. 0.13% 717 $245K Reduce -13.3%
PPL PPL Corp. 0.13% 6,164 $235K Reduce -12.3%
IJJ iShares S&P Mid-Cap 400 Valu 0.12% 1,696 $225K Reduce -13.9%
MDLZ Mondelez International Inc. Class A 0.12% 3,879 $224K New
ZTS Zoetis Inc. 0.12% 1,847 $218K New
DGX Quest Diagnostics Inc. 0.12% 1,110 $218K New
VIG Vanguard Dividend Apprec ETF 0.12% 1,000 $215K No change
FITB Fifth Third Bancorp 0.12% 4,625 $215K New
JCI Johnson Controls Internation 0.11% 1,631 $214K New
Other holdings (11): bonds, preferreds, convertibles and warrants · $1.3M (not counted above)
SecurityClassShares / PrincipalValueChange
Citi Group Inc 4.625 10/30/203 Fixed Income · principal 610,000$594KReduce -2.4%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 225$260KNo change
Goldman Sachs Group Inc 5.05 0 Fixed Income · principal 115,000$111KNo change
CT ST Health & EDL Rev Bds 3.50 Fixed Income · principal 75,000$72KNo change
US TREASURY N/B (T 4.125 02/15/27) Bond · principal 50,000$50KNo change
US TREASURY N/B (T 4 01/15/27) Bond · principal 50,000$50KNo change
Connecticut GO Bds 4.00 06/01/ Fixed Income · principal 30,000$31KNo change
Parker CO WTR & SWR Bds 4.00 1 Fixed Income · principal 25,000$26KNo change
Dodge KS Sales Tax Rev Bds 5.00 Fixed Income · principal 25,000$26KNo change
CT Special Tax Oblig Bds 4.00 Fixed Income · principal 25,000$25KNo change
Connecticut St Bds 5.00 03/15/ Fixed Income · principal 25,000$25KNo change

Total filed on the 13F, all lines: $187.3M.

Portfolio Sells Q4 2025 → Q1 2026
MO Altria Group Inc. Reduce -73.6% 0.20% −1.82
VYM Vanguard High DVD Yield ETF Reduce -27.2% 1.61% −0.49
SPY SS SPDR S&P 500 ETF Trust-US Reduce -26.0% 1.21% −0.47
ORCL Oracle Corp. Reduce -8.1% 0.79% −0.32
VOO Vanguard S&P 500 ETF Reduce -19.1% 1.11% −0.30
NVDA Nvidia Corp. Reduce -2.0% 4.20% −0.30
CMG Chipotle Mexican Grill Inc. Sold out 0.00% −0.22
GOOGL Alphabet Inc. Class A Reduce -3.1% 2.15% −0.22
VNQ Vanguard Real Estate ETF Sold out 0.00% −0.19
SCHR Schwab Intermediate-Term US Sold out 0.00% −0.17
IBM Intl Business Machines Corp. Reduce -4.5% 0.65% −0.17
O Realty Income Corp. Sold out 0.00% −0.16
VUG Vanguard Mrngstar GR ETF-Sui Reduce -12.7% 0.63% −0.16
SNY Sanofi-ADR Sold out 0.00% −0.16
ABBV Abbvie Inc. Reduce -5.1% 1.72% −0.15
DELL Dell Technologies -C Sold out 0.00% −0.14
AMD Advanced Micro Devices Reduce -15.6% 0.63% −0.14
PANW Palo Alto Networks Inc. Reduce -2.8% 0.85% −0.14
GSK GSK PLC-Spon ADR Sold out 0.00% −0.13
BAC Bank of America Corp. Sold out 0.00% −0.12
ELV Elevance Health Inc. Sold out 0.00% −0.12
TFC Truist Financial Corp. Reduce -28.0% 0.26% −0.12
NKE Nike Inc. Class B Sold out 0.00% −0.12
LLY Eli Lilly & Co. Reduce -3.2% 0.63% −0.12
PNC PNC Financial Services Group Reduce -18.9% 0.51% −0.11
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.11
VTI VG Morningstar TS MKT ETF-US Reduce -25.1% 0.29% −0.11
ADBE Adobe Inc. Reduce -0.5% 0.24% −0.10
AMCR Amcor PLC Sold out 0.00% −0.09
USB US Bancorp Reduce -30.3% 0.21% −0.09
IWF iShares Russell 1000 Growth Reduce -31.7% 0.15% −0.09
ABT Abbott Laboratories Reduce -12.6% 0.24% −0.09
IWM iShares Russell 2000 ETF Reduce -19.3% 0.42% −0.09
BTI British American Tob-SP ADR Reduce -27.5% 0.25% −0.08
IVW iShares S&P 500 Growth ETF Reduce -11.9% 0.36% −0.08
BKNG Booking Holdings Inc. Reduce -0.8% 0.29% −0.08
AMGN Amgen Inc. Reduce -16.1% 0.79% −0.07
TMO Thermo Fisher Scientific Inc. Reduce -0.1% 0.40% −0.06
HBAN Huntington Bancshares Inc. Reduce -6.3% 0.33% −0.05
IJH iShares Core S&P Midcap ETF Reduce -10.1% 0.79% −0.05
MA Mastercard Inc. Class A Reduce -2.7% 0.28% −0.04
EMR Emerson Electric Co. Reduce -4.2% 1.11% −0.04
SCHX Schwab US Large-Cap ETF Reduce -10.4% 0.25% −0.04
PLD Prologis Inc. Reduce -18.6% 0.23% −0.04
SO The Southern Co. Reduce -17.1% 0.51% −0.04
ENB Enbridge Inc. Reduce -18.3% 0.55% −0.03
DHR Danaher Corp. Reduce -1.6% 0.15% −0.03
XLF SS Financial Select Sector Reduce -4.7% 0.18% −0.03
PFE Pfizer Inc. Reduce -16.8% 0.37% −0.02
IJJ iShares S&P Mid-Cap 400 Valu Reduce -13.9% 0.12% −0.02

Portfolio Buys Q4 2025 → Q1 2026
AMZN Amazon.com Inc. New 1.69% +1.69
VTV Vanguard Mrngstr Val ETF-Aui Add +12.6% 5.60% +0.85
PYPL PayPal Holdings Inc. Add +331.2% 0.60% +0.42
CRM Salesforce Inc. Add +99.8% 1.02% +0.31
DLR Digital Realty Trust Inc. New 0.25% +0.25
DOW Dow Inc. Add +42.4% 0.34% +0.21
PG The Procter & Gamble Co. Add +20.7% 1.05% +0.20
VZ Verizon Communications Inc. Add +5.3% 0.81% +0.20
SCHO Schwab Short-Term US Treas Add +83.5% 0.38% +0.18
WMB Williams Cos Inc. Add +8.7% 0.60% +0.15
HON Honeywell International Inc. Add +24.2% 0.47% +0.15
AMP Ameriprise Financial Inc. Add +81.6% 0.37% +0.15
COP Conocophillips Add +9.5% 0.40% +0.14
SBUX Starbucks Corp. New 0.13% +0.13
GLW Corning Inc. Add +4.9% 0.32% +0.13
MDLZ Mondelez International Inc. Class A New 0.12% +0.12
BIV Vanguard Intermediate-Term B Add +20.5% 0.66% +0.12
ZTS Zoetis Inc. New 0.12% +0.12
DGX Quest Diagnostics Inc. New 0.12% +0.12
FITB Fifth Third Bancorp New 0.12% +0.12
JCI Johnson Controls Internation New 0.11% +0.11
UNP Union Pacific Corp. Add +8.9% 0.79% +0.11
APD Air Products & Chemicals Inc. Add +29.2% 0.28% +0.10
LMT Lockheed Martin Corp. Add +24.7% 0.22% +0.08
NEE Nextera Energy Inc. Add +24.7% 0.25% +0.08
MCD McDonald's Corp. Add +5.3% 0.84% +0.07
IVE iShares S&P 500 Value ETF Add +55.7% 0.19% +0.07
TGT Target Corp. Add +26.9% 0.17% +0.07
HD Home Depot Inc. Add +11.5% 0.76% +0.06
NVS Novartis AG-Sponsored ADR Add +37.8% 0.17% +0.06
T AT&T Inc. Add +6.6% 0.26% +0.06
ALL Allstate Corp. Add +45.4% 0.16% +0.05
GVI iShares Intermediate Governm Add +6.8% 0.69% +0.05
CSCO Cisco Systems Inc. Add +5.4% 0.65% +0.05
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +3.9% 1.02% +0.05
QQQ Invesco QQQ Trust Series 1 Add +40.7% 0.17% +0.04
AMT American Tower Corp. Add +38.8% 0.15% +0.04
IEFA iShares Core MSCI Eafe ETF Add +1.3% 0.99% +0.04
MDT Medtronic PLC Add +25.6% 0.23% +0.03
DE Deere & Co. Add +0.9% 0.14% +0.03
SPSB SS SPDR P St C Corp. ETF Add +11.3% 0.19% +0.02
VB Vanguard Most SM-Cap ETF-Usd Add +3.6% 0.32% +0.02
CB Chubb Ltd. Add +0.3% 0.31% +0.02
ECL Ecolab Inc. Add +5.8% 0.20% +0.02
DFAS Dimensional US Small Cap ETF Add +0.6% 0.37% +0.02
WM Waste Management Inc. Add +0.5% 0.22% +0.01
MS Morgan Stanley Add +8.3% 0.28% +0.01
QCOM Qualcomm Inc. Add +34.9% 0.16% +0.01
BRK.B Berkshire Hathaway Inc. Class B Add +1.1% 0.62% −0.01
TEL Te Connectivity PLC Add +1.1% 0.25% −0.01

Notes & Other Activity Q4 2025 → Q1 2026
Citi Group Inc 4.625 10/30/203 Fixed Income · principal Reduce -2.4% 610,000 $594K
Connecticut St Go Bds 5.00 03/ Fixed Income · principal Sold out 40,000 $40Kbefore exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

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