First Financial Bankshares Inc

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), First Financial Bankshares Inc reported 170 stock positions worth $4.6 billion. Its top holding was First Finl Bankshares (FFIN) at 13.5% of the portfolio, followed by Microsoft (MSFT, 4.8%) and JPMorgan Chase (JPM, 4.1%). Compared with Q3 2024, it opened 8 new positions, sold out of 19, added to 63 and reduced 68. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +357%) and the biggest sale an exit from BlackRock Finance (BLK).

Most Recent 13F
Q2 2026
Location
Abilene, TX
CIK
0000036029
Portfolio Value
$4.6B (Q4 2024)
SEC Filing
0000950123-25-001496 ↗ filed Feb 11, 2025

Holdings Value

0$2.0B$4.0B$6.0B Q1 2024: $4.4B Q1 2024 Q2 2024: $4.4B Q2 2024 Q3 2024: $4.8B Q3 2024 Q4 2024: $4.6B $4.6B Q4 2024 Q1 2025: $4.6B Q1 2025 Q2 2025: $4.5B Q2 2025 Q3 2025: $4.9B Q3 2025 Q4 2025: $5.0B Q4 2025 Q1 2026: $5.0B Q1 2026 Q2 2026: $5.3B Q2 2026

Holdings 170 stocks · $4.6B

FFIN First Finl Bankshares Inc. 13.50% 17,313,555 $624.2M Reduce -2.9%
MSFT Microsoft Corp. 4.78% 523,850 $220.8M Add +3.2%
JPM JPMorgan Chase & Co. 4.06% 783,857 $187.9M Reduce -1.8%
AAPL Apple Inc. 4.05% 747,245 $187.1M Add +0.3%
BND Vanguard Total Bond Market 3.73% 2,396,447 $172.3M Add +2.5%
AVGO Broadcom Inc. 3.59% 716,522 $166.1M Reduce -13.9%
IJH iShares Core S&P Midcap ETF 3.56% 2,637,609 $164.3M Reduce -1.0%
BX Blackstone Inc. 2.71% 726,657 $125.3M Reduce -1.2%
VEA Vanguard Ftse Developed ETF 2.21% 2,137,192 $102.2M Add +0.4%
JNJ Johnson & Johnson 2.02% 645,357 $93.3M Add +2.4%
MCD McDonald's Corp. 1.96% 312,933 $90.7M Reduce -0.3%
CVX Chevron Corp. 1.94% 619,822 $89.8M Add +0.2%
MRK Merck & Co. Inc. 1.82% 844,385 $84.0M Add +1.4%
WMB Williams Cos Inc. 1.78% 1,522,384 $82.4M Reduce -3.6%
HON Honeywell International Inc. 1.70% 348,630 $78.8M Add +0.3%
GOOGL Alphabet Inc. Class A 1.68% 409,129 $77.4M Reduce -0.0%
VCSH Vanguard S/T Corp. Bond ETF 1.65% 980,279 $76.5M Reduce -18.2%
MDLZ Mondelez International Inc. Class A 1.57% 1,213,261 $72.5M Add +1.7%
ETN Eaton Corp. PLC 1.53% 212,652 $70.6M Add +0.8%
AMZN Amazon.com Inc. 1.46% 307,495 $67.5M Reduce -1.2%
VGSH Vanguard Short-Term Treasury 1.46% 1,157,496 $67.3M Add +3.9%
PEP Pepsico Inc. 1.45% 440,481 $67.0M Add +0.4%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.38% 1,450,183 $63.7M Add +20.4%
KO The Coca-Cola Co. 1.30% 965,442 $60.1M Add +11.1%
AMGN Amgen Inc. 1.29% 229,053 $59.7M Add +2.0%
CSCO Cisco Systems Inc. 1.27% 991,581 $58.7M Add +0.5%
AEP American Electric Power 1.23% 614,583 $56.7M Add +1.4%
COP Conocophillips 1.20% 557,149 $55.3M Add +1.3%
LMT Lockheed Martin Corp. 1.18% 112,049 $54.4M Add +0.3%
NVDA Nvidia Corp. 1.17% 403,818 $54.2M Reduce -5.2%
NEE Nextera Energy Inc. 1.14% 733,297 $52.6M Add +1.5%
MDT Medtronic PLC 1.11% 642,465 $51.3M Reduce -3.3%
HD Home Depot Inc. 1.05% 124,480 $48.4M Add +0.5%
C Citigroup Inc. 1.02% 668,545 $47.1M Reduce -1.6%
META Meta Platforms Inc. Class A 1.00% 79,123 $46.3M Reduce -4.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 1.00% 611,691 $46.3M Reduce -0.2%
WMT Walmart Inc. 0.98% 502,123 $45.4M Reduce -1.4%
VNQ Vanguard Real Estate ETF 0.91% 471,699 $42.0M Add +0.7%
VWO Vanguard Ftse Emerging Marke 0.90% 945,273 $41.6M Reduce -1.4%
VMBS Vanguard Mortgage-Backed Sec 0.84% 860,651 $39.0M Reduce -0.3%
NI Nisource Inc. 0.79% 998,178 $36.7M Reduce -0.4%
MA Mastercard Inc. Class A 0.74% 64,965 $34.2M Reduce -5.3%
INVH Invitation Homes Inc. 0.73% 1,055,972 $33.8M Add +1.5%
VOO Vanguard S&P 500 ETF 0.68% 58,303 $31.4M Add +357.0%
SBUX Starbucks Corp. 0.67% 341,750 $31.2M Reduce -2.8%
CMCSA Comcast Corp. Class A 0.65% 795,922 $29.9M Reduce -2.9%
ARE Alexandria Real Estate Equit 0.61% 290,538 $28.3M Add +15.8%
IJR iShares Core S&P Small-Cap E 0.60% 241,878 $27.9M Reduce -0.3%
AMT American Tower Corp. 0.51% 127,438 $23.4M Reduce -10.9%
KRE SS SPDR S&P Regional Bank 0.51% 387,001 $23.4M Reduce -0.6%
NOW ServiceNow Inc. 0.49% 21,224 $22.5M Reduce -2.9%
NVS Novartis AG-Sponsored ADR 0.45% 214,585 $20.9M Add +1.8%
VCIT Vanguard Int-Term Corporate 0.44% 254,599 $20.4M Add +7926.4%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.42% 509,607 $19.5M New
UNP Union Pacific Corp. 0.42% 85,330 $19.5M Add +1.2%
UNH Unitedhealth Group Inc. 0.42% 38,193 $19.3M Add +0.3%
CPT Camden Property Trust 0.41% 163,164 $18.9M Reduce -32.0%
CRM Salesforce Inc. 0.40% 55,362 $18.5M Reduce -0.8%
IYT iShares US Transportation Et 0.39% 267,293 $18.1M Add +0.1%
ADBE Adobe Inc. 0.38% 39,390 $17.5M Add +411.8%
LOW Lowe's Cos Inc. 0.34% 63,817 $15.8M Reduce -44.9%
SPGI S&P Global Inc. 0.32% 29,255 $14.6M Add +0.3%
ABT Abbott Laboratories 0.27% 109,401 $12.4M Reduce -1.9%
CIFR Cipher Digital Inc. 0.24% 2,397,424 $11.1M No change
PFE Pfizer Inc. 0.23% 397,474 $10.5M Reduce -3.6%
AMD Advanced Micro Devices 0.23% 86,445 $10.4M Add +0.5%
VGLT Vanguard Long-Term Treasury 0.22% 182,850 $10.1M Add +5.5%
O Realty Income Corp. 0.22% 188,401 $10.1M Reduce -0.4%
DHR Danaher Corp. 0.21% 42,660 $9.8M Reduce -0.2%
WDAY Workday Inc. Class A 0.18% 33,049 $8.5M Add +0.4%
PANW Palo Alto Networks Inc. 0.14% 36,334 $6.6M Reduce -8.6%
GTLS Chart Industries Inc. 0.14% 33,181 $6.3M Add +86.6%
XOM Exxon Mobil Corp. 0.13% 57,785 $6.2M Reduce -5.4%
LW Lamb Weston Holdings Inc. 0.13% 89,588 $6.0M Reduce -10.9%
EFA iShares MSCI Eafe ETF 0.12% 75,362 $5.7M Reduce -1.8%
IWB iShares Russell 1000 ETF 0.11% 15,444 $5.0M No change
UTHR United Therapeutics Corp. 0.10% 13,727 $4.8M Add +0.1%
IVV iShares Core S&P 500 ETF 0.09% 7,106 $4.2M Add +17.7%
BKNG Booking Holdings Inc. 0.09% 836 $4.2M Add +0.6%
BIL SS SPDR BB 1-3M T-Bill ETF 0.09% 43,601 $4.0M Reduce -57.8%
NBIX Neurocrine Biosciences Inc. 0.08% 26,942 $3.7M Add +51.9%
TSLA Tesla Inc. 0.07% 8,151 $3.3M Reduce -1.9%
ISRG Intuitive Surgical Inc. 0.07% 6,280 $3.3M Add +0.5%
INCY Incyte Corp. 0.06% 40,067 $2.8M Add +0.7%
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 4,712 $2.8M Reduce -17.5%
GNRC Generac Holdings Inc. 0.06% 17,581 $2.7M Add +0.2%
MAIN Main Street Capital Corp. 0.05% 40,228 $2.4M No change
EQIX Equinix Inc. 0.05% 2,470 $2.3M Add +0.5%
ROP Roper Technologies Inc. 0.05% 4,104 $2.1M Reduce -0.2%
AES AES Corp. 0.04% 153,715 $2.0M Reduce -16.6%
EEM iShares MSCI Emerging Market 0.04% 43,936 $1.8M Add +0.1%
SF Stifel Financial Corp. 0.04% 17,243 $1.8M New
GOOG Alphabet Inc. Class C 0.04% 9,251 $1.8M Reduce -19.0%
KLAC KLA Corp. 0.03% 2,562 $1.6M Reduce -6.2%
VGIT Vanguard Intermediate-Term T 0.03% 24,798 $1.4M Add +183.5%
BRK.A Berkshire Hathaway Inc. Class A 0.03% 2 $1.4M No change
LULU Lululemon Athletica Inc. 0.03% 3,303 $1.3M Add +1.5%
CHE Chemed Corp. 0.03% 2,308 $1.2M No change
PB Prosperity Bancshares Inc. 0.03% 15,778 $1.2M Add +8.4%
BRK.B Berkshire Hathaway Inc. Class B 0.02% 2,356 $1.1M Reduce -10.1%
IWR iShares Russell Mid-Cap ETF 0.02% 11,052 $977K No change
ABBV Abbvie Inc. 0.02% 5,040 $896K Reduce -26.6%
SMBC Southern Missouri Bancorp 0.02% 15,387 $883K No change
MCK McKesson Corp. 0.02% 1,500 $855K No change
V Visa Inc. Class A 0.02% 2,663 $842K Reduce -22.8%
CL Colgate-Palmolive Co. 0.02% 9,235 $840K Reduce -0.3%
RSG Republic Services Inc. 0.02% 4,097 $824K Reduce -0.9%
LLY Eli Lilly & Co. 0.02% 1,011 $780K Add +2.0%
CORZ Core Scientific Inc. 0.02% 53,636 $754K No change
MAR Marriott International Class A 0.02% 2,643 $737K No change
CAT Caterpillar Inc. 0.02% 2,013 $730K Add +0.7%
IEFA iShares Core MSCI Eafe ETF 0.01% 9,807 $689K Reduce -2.2%
RTX RTX Corp. 0.01% 5,425 $628K Reduce -1.7%
TMO Thermo Fisher Scientific Inc. 0.01% 1,196 $622K Reduce -22.8%
TT Trane Technologies PLC 0.01% 1,647 $608K Add +0.2%
PG The Procter & Gamble Co. 0.01% 3,578 $600K Reduce -6.6%
PYPL PayPal Holdings Inc. 0.01% 6,067 $518K Reduce -21.8%
NFLX Netflix Inc. 0.01% 552 $492K Add +3.0%
QQQ Invesco QQQ Trust Series 1 0.01% 960 $491K Add +66.7%
CBZ Cbiz Inc. 0.01% 5,846 $478K No change
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.01% 1,630 $472K No change
MUB iShares National Muni Bond E 0.01% 4,155 $443K New
COST Costco Wholesale Corp. 0.01% 466 $427K Reduce -16.5%
DHI D.R. Horton Inc. 0.01% 3,038 $425K No change
TY Tri-Continental Corp. 0.01% 12,720 $403K No change
VEEV Veeva Systems Inc. Class A 0.01% 1,856 $390K No change
TXN Texas Instruments Inc. 0.01% 2,023 $379K Add +0.9%
MDY State Street SPDR S&P Midcap 0.01% 657 $374K Add +0.5%
CMI Cummins Inc. 0.01% 1,068 $372K Add +1.2%
VZ Verizon Communications Inc. 0.01% 9,068 $363K Add +3.3%
VLO Valero Energy Corp. 0.01% 2,947 $361K Reduce -56.2%
FERG Ferguson Enterprises Inc. 0.01% 2,054 $357K New
DE Deere & Co. 0.01% 839 $355K Add +1.4%
SCHD Schwab US DVD Equity ETF 0.01% 13,010 $355K New
VGT Vanguard Info Tech ETF 0.01% 544 $338K No change
ITW Illinois Tool Works 0.01% 1,313 $333K Add +1.4%
COO The Cooper Cos Inc. 0.01% 3,416 $314K No change
ORCL Oracle Corp. 0.01% 1,857 $309K Add +18.7%
GD General Dynamics Corp. 0.01% 1,166 $307K Reduce -0.6%
ADP Automatic Data Processing 0.01% 1,045 $306K Reduce -1.0%
CVS CVS Health Corp. 0.01% 6,693 $300K Reduce -19.3%
IAU iShares Gold Trust 0.01% 5,919 $293K Reduce -30.4%
TGT Target Corp. 0.01% 2,088 $282K Reduce -1.8%
IYW iShares Ustechnology ETF 0.01% 1,720 $274K No change
AFL Aflac Inc. 0.01% 2,650 $274K Reduce -1.1%
LUMN Lumen Technologies Inc. 0.01% 51,501 $273K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.01% 778 $267K No change
NOC Northrop Grumman Corp. 0.01% 565 $265K No change
QCOM Qualcomm Inc. 0.01% 1,679 $258K Reduce -43.1%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 1,145 $252K New
SO The Southern Co. 0.01% 2,993 $246K Reduce -4.8%
VIG Vanguard Dividend Apprec ETF 0.01% 1,254 $246K Reduce -2.0%
NSC Norfolk Southern Corp. 0.01% 1,000 $235K No change
RNR Renaissancere Holdings Ltd. 0.01% 941 $234K Add +2.1%
PSX Phillips 66 0.01% 2,055 $234K Reduce -1.9%
VB Vanguard Most SM-Cap ETF-Usd 0.01% 959 $230K New
DGRO iShares Core Dividend Growth 0.01% 3,742 $230K No change
ETR Entergy Corp. 0.00% 3,000 $227K Reduce -1.3%
HPE Hewlett Packard Enterprise 0.00% 10,431 $223K No change
DUK Duke Energy Corp. 0.00% 2,052 $221K Add +2.8%
CARR Carrier Global Corp. 0.00% 3,200 $218K No change
SPLV Invesco S&P 500 Low Volatili 0.00% 2,982 $209K No change
LHX L3HARRIS Technologies Inc. 0.00% 984 $207K Add +1.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.00% 1,823 $203K Reduce -34.3%
KWR Quaker Chemical Corporation 0.00% 1,423 $200K No change
KRP Kimbell Royalty Partners LP 0.00% 10,444 $170K No change
SJT San Juan Basin Royalty TR 0.00% 37,500 $144K No change
PBT Permian Basin Royalty Trust 0.00% 12,000 $133K No change
VKI Invesco Adv Muni Inc. TR II 0.00% 11,075 $97K New
ACDC Profrac Holding Corp. Class A 0.00% 12,000 $93K No change

Portfolio Sells Q3 2024 → Q4 2024

BLK BlackRock Finance Inc. Sold out 0.00% −1.28
EL Estee Lauder Companies Class A Sold out 0.00% −0.50
FFIN First Finl Bankshares Inc. Reduce -2.9% 13.50% −0.39
VCSH Vanguard S/T Corp. Bond ETF Reduce -18.2% 1.65% −0.35
LOW Lowe's Cos Inc. Reduce -44.9% 0.34% −0.32
HSY The Hershey Co. Sold out 0.00% −0.22
CPT Camden Property Trust Reduce -32.0% 0.41% −0.21
AMT American Tower Corp. Reduce -10.9% 0.51% −0.19
MDT Medtronic PLC Reduce -3.3% 1.11% −0.15
SWK Stanley Black & Decker Inc. Sold out 0.00% −0.15
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -57.8% 0.09% −0.11
CMCSA Comcast Corp. Class A Reduce -2.9% 0.65% −0.07
VWO Vanguard Ftse Emerging Marke Reduce -1.4% 0.90% −0.07
LRCX Lam Research Corp. Sold out 0.00% −0.06
MCD McDonald's Corp. Reduce -0.3% 1.96% −0.05
SBUX Starbucks Corp. Reduce -2.8% 0.67% −0.05
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -0.2% 1.00% −0.04
DHR Danaher Corp. Reduce -0.2% 0.21% −0.04
AES AES Corp. Reduce -16.6% 0.04% −0.04
O Realty Income Corp. Reduce -0.4% 0.22% −0.04
PFE Pfizer Inc. Reduce -3.6% 0.23% −0.02
XOM Exxon Mobil Corp. Reduce -5.4% 0.13% −0.02
TPL Texas Pacific Land Corp. Sold out 0.00% −0.01
VMBS Vanguard Mortgage-Backed Sec Reduce -0.3% 0.84% −0.01
EFA iShares MSCI Eafe ETF Reduce -1.8% 0.12% −0.01
VLO Valero Energy Corp. Reduce -56.2% 0.01% −0.01
INTC Intel Corp. Sold out 0.00% −0.01
KLAC KLA Corp. Reduce -6.2% 0.03% −0.01
ABBV Abbvie Inc. Reduce -26.6% 0.02% −0.01
SPY SS SPDR S&P 500 ETF Trust-US Reduce -17.5% 0.06% −0.01
LW Lamb Weston Holdings Inc. Reduce -10.9% 0.13% −0.01
TMO Thermo Fisher Scientific Inc. Reduce -22.8% 0.01% −0.01
RSP Invesco S&P 500 Equal Weight Sold out 0.00% −0.01
KMI Kinder Morgan Inc. Sold out 0.00% −0.01
SPSB SS SPDR P St C Corp. ETF Sold out 0.00% −0.01
QCOM Qualcomm Inc. Reduce -43.1% 0.01% −0.01
SMG Scotts Miracle-Gro Co. Sold out 0.00% −0.00
RDVY First Trust Rising Dividend Sold out 0.00% −0.00
CVS CVS Health Corp. Reduce -19.3% 0.01% −0.00
UPS United Parcel Service Class B Sold out 0.00% −0.00
VTI VG Morningstar TS MKT ETF-US Sold out 0.00% −0.00
GE General Electric Sold out 0.00% −0.00
MET Metlife Inc. Sold out 0.00% −0.00
WM Waste Management Inc. Sold out 0.00% −0.00
OKE Oneok Inc. Sold out 0.00% −0.00
IAU iShares Gold Trust Reduce -30.4% 0.01% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.1% 0.02% −0.00
GOOG Alphabet Inc. Class C Reduce -19.0% 0.04% −0.00
CL Colgate-Palmolive Co. Reduce -0.3% 0.02% −0.00
ROP Roper Technologies Inc. Reduce -0.2% 0.05% −0.00

Portfolio Buys Q3 2024 → Q4 2024

VOO Vanguard S&P 500 ETF Add +357.0% 0.68% +0.54
VCIT Vanguard Int-Term Corporate Add +7926.4% 0.44% +0.44
SLB SLB Ltd. New 0.42% +0.42
AAPL Apple Inc. Add +0.3% 4.05% +0.39
BAC Bank of America Corp. Add +20.4% 1.38% +0.37
ADBE Adobe Inc. Add +411.8% 0.38% +0.29
HON Honeywell International Inc. Add +0.3% 1.70% +0.19
MSFT Microsoft Corp. Add +3.2% 4.78% +0.18
CSCO Cisco Systems Inc. Add +0.5% 1.27% +0.16
GTLS Chart Industries Inc. Add +86.6% 0.14% +0.09
VGSH Vanguard Short-Term Treasury Add +3.9% 1.46% +0.07
ETN Eaton Corp. PLC Add +0.8% 1.53% +0.05
SF Stifel Financial Corp. New 0.04% +0.04
NBIX Neurocrine Biosciences Inc. Add +51.9% 0.08% +0.04
BND Vanguard Total Bond Market Add +2.5% 3.73% +0.03
CVX Chevron Corp. Add +0.2% 1.94% +0.02
VGIT Vanguard Intermediate-Term T Add +183.5% 0.03% +0.02
IVV iShares Core S&P 500 ETF Add +17.7% 0.09% +0.02
BKNG Booking Holdings Inc. Add +0.6% 0.09% +0.02
WDAY Workday Inc. Class A Add +0.4% 0.18% +0.02
MUB iShares National Muni Bond E New 0.01% +0.01
LULU Lululemon Athletica Inc. Add +1.5% 0.03% +0.01
FERG Ferguson Enterprises Inc. New 0.01% +0.01
SCHD Schwab US DVD Equity ETF New 0.01% +0.01
ISRG Intuitive Surgical Inc. Add +0.5% 0.07% +0.01
IBM Intl Business Machines Corp. New 0.01% +0.01
VB Vanguard Most SM-Cap ETF-Usd New 0.01% +0.01
QQQ Invesco QQQ Trust Series 1 Add +66.7% 0.01% +0.00
EQIX Equinix Inc. Add +0.5% 0.05% +0.00
INCY Incyte Corp. Add +0.7% 0.06% +0.00
PB Prosperity Bancshares Inc. Add +8.4% 0.03% +0.00
IYT iShares US Transportation Et Add +0.1% 0.39% +0.00
NFLX Netflix Inc. Add +3.0% 0.01% +0.00
VKI Invesco Adv Muni Inc. TR II New 0.00% +0.00
UTHR United Therapeutics Corp. Add +0.1% 0.10% +0.00
ORCL Oracle Corp. Add +18.7% 0.01% +0.00
CMI Cummins Inc. Add +1.2% 0.01% +0.00
DE Deere & Co. Add +1.4% 0.01% +0.00
GNRC Generac Holdings Inc. Add +0.2% 0.06% +0.00
MDY State Street SPDR S&P Midcap Add +0.5% 0.01% +0.00
ITW Illinois Tool Works Add +1.4% 0.01% +0.00
DUK Duke Energy Corp. Add +2.8% 0.00% −0.00
RNR Renaissancere Holdings Ltd. Add +2.1% 0.01% −0.00
TT Trane Technologies PLC Add +0.2% 0.01% −0.00
LHX L3HARRIS Technologies Inc. Add +1.6% 0.00% −0.00
TXN Texas Instruments Inc. Add +0.9% 0.01% −0.00
VZ Verizon Communications Inc. Add +3.3% 0.01% −0.00
CAT Caterpillar Inc. Add +0.7% 0.02% −0.00
LLY Eli Lilly & Co. Add +2.0% 0.02% −0.00
SPGI S&P Global Inc. Add +0.3% 0.32% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 210$5.3BMSFT, AVGO, GOOGL, IJH, JPM
Q1 2026 201$5.0BMSFT, AVGO, JPM, BND, IJH
Q4 2025 212$5.0BMSFT, AVGO, JPM, GOOGL, AAPL
Q3 2025 234$4.9BMSFT, AVGO, JPM, BND, AAPL
Q2 2025 205$4.5BMSFT, JPM, AVGO, BND, IJH
Q1 2025 172$4.6BFFIN, MSFT, JPM, BND, AAPL
Q4 2024 170$4.6BFFIN, MSFT, JPM, AAPL, BND
Q3 2024 181$4.8BFFIN, MSFT, BND, AAPL, JPM
Q2 2024 176$4.4BFFIN, MSFT, AAPL, JPM, BND
Q1 2024 193$4.4BFFIN, MSFT, JPM, BND, IJH