First Financial Bankshares Inc

In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), First Financial Bankshares Inc reported 172 stock positions worth $4.6 billion. Its top holding was First Finl Bankshares (FFIN) at 13.4% of the portfolio, followed by Microsoft (MSFT, 5.1%) and JPMorgan Chase (JPM, 4.2%). Compared with Q4 2024, it opened 14 new positions, sold out of 12, added to 67 and reduced 57. The biggest buy was a new position in BlackRock (BLK) and the biggest sale Vanguard S&P 500 ETF (VOO, shares −69%).

Most Recent 13F
Q2 2026
Location
Abilene, TX
CIK
0000036029
Portfolio Value
$4.6B (Q1 2025)
SEC Filing
0000950123-25-005755 ↗ filed May 15, 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 Q4 2024 Q1 2025: $4.6B $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 172 stocks · $4.6B
FFIN First Finl Bankshares Inc. 13.42% 17,313,305 $621.9M Reduce 0.0%
MSFT Microsoft Corp. 5.08% 626,821 $235.3M Add +19.7%
JPM JPMorgan Chase & Co. 4.16% 786,589 $193.0M Add +0.3%
BND Vanguard Total Bond Market 3.90% 2,458,158 $180.6M Add +2.6%
AAPL Apple Inc. 3.68% 768,522 $170.7M Add +2.9%
IJH iShares Core S&P Midcap ETF 3.37% 2,676,577 $156.2M Add +1.5%
AVGO Broadcom Inc. 2.89% 800,772 $134.1M Add +11.8%
JNJ Johnson & Johnson 2.41% 673,083 $111.6M Add +4.3%
VEA Vanguard Ftse Developed ETF 2.37% 2,160,027 $109.8M Add +1.1%
CVX Chevron Corp. 2.26% 625,317 $104.6M Add +0.9%
BX Blackstone Inc. 2.20% 728,439 $101.8M Add +0.3%
MCD McDonald's Corp. 2.11% 313,292 $97.9M Add +0.1%
GOOGL Alphabet Inc. Class A 2.00% 600,659 $92.9M Add +46.8%
WMB Williams Cos Inc. 1.92% 1,485,528 $88.8M Reduce -2.4%
VCSH Vanguard S/T Corp. Bond ETF 1.72% 1,007,704 $79.5M Add +2.8%
MDLZ Mondelez International Inc. Class A 1.66% 1,135,133 $77.0M Reduce -6.4%
HON Honeywell International Inc. 1.61% 353,247 $74.8M Add +1.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 1.50% 1,663,914 $69.4M Add +14.7%
VGSH Vanguard Short-Term Treasury 1.49% 1,178,847 $69.2M Add +1.8%
PEP Pepsico Inc. 1.49% 460,696 $69.1M Add +4.6%
AMGN Amgen Inc. 1.48% 219,612 $68.4M Reduce -4.1%
AEP American Electric Power 1.46% 621,355 $67.9M Add +1.1%
BLK BlackRock Inc. 1.42% 69,314 $65.6M New
KO The Coca-Cola Co. 1.41% 911,433 $65.3M Reduce -5.6%
MRK Merck & Co. Inc. 1.34% 694,223 $62.3M Reduce -17.8%
CSCO Cisco Systems Inc. 1.33% 1,002,442 $61.9M Add +1.1%
COP Conocophillips 1.31% 576,005 $60.5M Add +3.4%
AMZN Amazon.com Inc. 1.29% 315,396 $60.0M Add +2.6%
MDT Medtronic PLC 1.29% 665,475 $59.8M Add +3.6%
ETN Eaton Corp. PLC 1.26% 215,159 $58.5M Add +1.2%
NEE Nextera Energy Inc. 1.20% 786,525 $55.8M Add +7.3%
LMT Lockheed Martin Corp. 1.08% 112,297 $50.2M Add +0.2%
C Citigroup Inc. 1.02% 668,121 $47.4M Reduce -0.1%
HD Home Depot Inc. 1.00% 126,233 $46.3M Add +1.4%
NVDA Nvidia Corp. 0.98% 417,582 $45.3M Add +3.4%
META Meta Platforms Inc. Class A 0.97% 77,959 $44.9M Reduce -1.5%
WMT Walmart Inc. 0.94% 496,318 $43.6M Reduce -1.2%
VWO Vanguard Ftse Emerging Marke 0.93% 954,066 $43.2M Add +0.9%
VMBS Vanguard Mortgage-Backed Sec 0.89% 890,813 $41.3M Add +3.5%
NI Nisource Inc. 0.86% 998,635 $40.0M Add +0.1%
MA Mastercard Inc. Class A 0.78% 66,074 $36.2M Add +1.7%
XLU St Sr Utl SL SE SPDR ETF-Usd 0.75% 441,629 $34.8M Reduce -27.8%
LHX L3HARRIS Technologies Inc. 0.73% 161,614 $33.8M Add +16324.2%
ARE Alexandria Real Estate Equit 0.67% 336,749 $31.2M Add +15.9%
AMT American Tower Corp. 0.62% 132,128 $28.8M Add +3.7%
VNQ Vanguard Real Estate ETF 0.60% 308,113 $27.9M Reduce -34.7%
IJR iShares Core S&P Small-Cap E 0.55% 241,781 $25.3M Reduce -0.0%
NVS Novartis AG-Sponsored ADR 0.52% 217,419 $24.2M Add +1.3%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.50% 552,606 $23.1M Add +8.4%
SBUX Starbucks Corp. 0.50% 234,580 $23.0M Reduce -31.4%
KRE SS SPDR S&P Regional Bank 0.48% 388,945 $22.1M Add +0.5%
VCIT Vanguard Int-Term Corporate 0.46% 258,991 $21.2M Add +1.7%
CRM Salesforce Inc. 0.45% 77,292 $20.7M Add +39.6%
UNP Union Pacific Corp. 0.45% 87,797 $20.7M Add +2.9%
NOW ServiceNow Inc. 0.45% 25,992 $20.7M Add +22.5%
UNH Unitedhealth Group Inc. 0.44% 39,111 $20.5M Add +2.4%
INVH Invitation Homes Inc. 0.40% 527,436 $18.4M Reduce -50.0%
ADBE Adobe Inc. 0.38% 45,578 $17.5M Add +15.7%
IYT iShares US Transportation Et 0.38% 272,059 $17.4M Add +1.8%
CMCSA Comcast Corp. Class A 0.36% 453,862 $16.7M Reduce -43.0%
SPGI S&P Global Inc. 0.33% 29,813 $15.1M Add +1.9%
ABT Abbott Laboratories 0.32% 110,706 $14.7M Add +1.2%
ORCL Oracle Corp. 0.31% 102,167 $14.3M Add +5401.7%
VGLT Vanguard Long-Term Treasury 0.30% 240,500 $13.9M Add +31.5%
O Realty Income Corp. 0.24% 189,758 $11.0M Add +0.7%
PFE Pfizer Inc. 0.23% 416,170 $10.5M Add +4.7%
CPT Camden Property Trust 0.22% 84,922 $10.4M Reduce -48.0%
VOO Vanguard S&P 500 ETF 0.20% 18,250 $9.4M Reduce -68.7%
AMD Advanced Micro Devices 0.20% 88,223 $9.1M Add +2.1%
AES AES Corp. 0.17% 616,965 $7.7M Add +301.4%
XOM Exxon Mobil Corp. 0.15% 57,572 $6.8M Reduce -0.4%
PANW Palo Alto Networks Inc. 0.13% 36,427 $6.2M Add +0.3%
EFA iShares MSCI Eafe ETF 0.13% 74,933 $6.1M Reduce -0.6%
UBER Uber Technologies Inc. 0.12% 77,831 $5.7M New
IWB iShares Russell 1000 ETF 0.10% 15,444 $4.7M No change
UTHR United Therapeutics Corp. 0.09% 13,769 $4.2M Add +0.3%
BKNG Booking Holdings Inc. 0.09% 868 $4.0M Add +3.8%
IVV iShares Core S&P 500 ETF 0.08% 6,455 $3.6M Reduce -9.2%
INCY Incyte Corp. 0.08% 57,921 $3.5M Add +44.6%
ISRG Intuitive Surgical Inc. 0.07% 6,616 $3.3M Add +5.3%
NBIX Neurocrine Biosciences Inc. 0.07% 27,771 $3.1M Add +3.1%
GTLS Chart Industries Inc. 0.06% 18,750 $2.7M Reduce -43.5%
SPY SS SPDR S&P 500 ETF Trust-US 0.06% 4,706 $2.6M Reduce -0.1%
LRCX Lam Research Corp. 0.06% 35,749 $2.6M New
MAIN Main Street Capital Corp. 0.05% 39,851 $2.3M Reduce -0.9%
TSLA Tesla Inc. 0.05% 8,439 $2.2M Add +3.5%
EEM iShares MSCI Emerging Market 0.04% 43,894 $1.9M Reduce -0.1%
KLAC KLA Corp. 0.04% 2,458 $1.7M Reduce -4.1%
GOOG Alphabet Inc. Class C 0.04% 10,453 $1.6M Add +13.0%
SF Stifel Financial Corp. 0.04% 17,243 $1.6M No change
CHE Chemed Corp. 0.03% 2,308 $1.4M No change
AGG iShares Core U.S. Aggregate 0.03% 13,374 $1.3M New
BRK.B Berkshire Hathaway Inc. Class B 0.03% 2,309 $1.2M Reduce -2.0%
PB Prosperity Bancshares Inc. 0.02% 15,778 $1.1M No change
VGIT Vanguard Intermediate-Term T 0.02% 18,482 $1.1M Reduce -25.5%
V Visa Inc. Class A 0.02% 3,124 $1.1M Add +17.3%
SCHD Schwab US DVD Equity ETF 0.02% 38,990 $1.1M Add +199.7%
MCK McKesson Corp. 0.02% 1,450 $976K Reduce -3.3%
RSG Republic Services Inc. 0.02% 3,998 $968K Reduce -2.4%
ABBV Abbvie Inc. 0.02% 4,470 $937K Reduce -11.3%
CL Colgate-Palmolive Co. 0.02% 8,943 $838K Reduce -3.2%
SMBC Southern Missouri Bancorp 0.02% 15,387 $800K No change
BRK.A Berkshire Hathaway Inc. Class A 0.02% 1 $798K Reduce -50.0%
LLY Eli Lilly & Co. 0.02% 881 $728K Reduce -12.9%
IWR iShares Russell Mid-Cap ETF 0.02% 8,488 $722K Reduce -23.2%
RTX RTX Corp. 0.01% 5,143 $681K Reduce -5.2%
CAT Caterpillar Inc. 0.01% 1,956 $645K Reduce -2.8%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.01% 12,408 $642K New
MAR Marriott International Class A 0.01% 2,643 $630K No change
XLE SS Energy Select Sector 0.01% 6,696 $626K New
IEFA iShares Core MSCI Eafe ETF 0.01% 8,176 $619K Reduce -16.6%
TMO Thermo Fisher Scientific Inc. 0.01% 1,172 $583K Reduce -2.0%
COST Costco Wholesale Corp. 0.01% 597 $565K Add +28.1%
PG The Procter & Gamble Co. 0.01% 3,158 $538K Reduce -11.7%
TT Trane Technologies PLC 0.01% 1,595 $537K Reduce -3.2%
NFLX Netflix Inc. 0.01% 540 $504K Reduce -2.2%
BIL SS SPDR BB 1-3M T-Bill ETF 0.01% 5,256 $482K Reduce -88.0%
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.01% 1,630 $470K No change
VONG Vanguard Russell 1000 Growth 0.01% 5,053 $469K New
LOW Lowe's Cos Inc. 0.01% 1,909 $445K Reduce -97.0%
QQQ Invesco QQQ Trust Series 1 0.01% 935 $438K Reduce -2.6%
VEEV Veeva Systems Inc. Class A 0.01% 1,856 $430K No change
CVS CVS Health Corp. 0.01% 6,035 $409K Reduce -9.8%
TY Tri-Continental Corp. 0.01% 12,720 $390K No change
VLO Valero Energy Corp. 0.01% 2,947 $389K No change
DE Deere & Co. 0.01% 827 $388K Reduce -1.4%
VB Vanguard Most SM-Cap ETF-Usd 0.01% 1,747 $387K Add +82.2%
TXN Texas Instruments Inc. 0.01% 2,023 $364K No change
VZ Verizon Communications Inc. 0.01% 7,707 $350K Reduce -15.0%
MDY State Street SPDR S&P Midcap 0.01% 654 $349K Reduce -0.5%
PYPL PayPal Holdings Inc. 0.01% 5,247 $342K Reduce -13.5%
CMI Cummins Inc. 0.01% 1,055 $331K Reduce -1.2%
FERG Ferguson Enterprises Inc. 0.01% 2,054 $329K No change
ITW Illinois Tool Works 0.01% 1,298 $322K Reduce -1.1%
ADP Automatic Data Processing 0.01% 1,045 $319K No change
GD General Dynamics Corp. 0.01% 1,166 $318K No change
CRWD CrowdStrike Holdings Inc. Class A 0.01% 865 $305K New
VGT Vanguard Info Tech ETF 0.01% 544 $295K No change
AFL Aflac Inc. 0.01% 2,650 $295K No change
GE General Electric filed as GE AEROSPACE 0.01% 1,457 $292K New
NOC Northrop Grumman Corp. 0.01% 565 $289K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.01% 1,145 $285K No change
RDNW Ridenow Group Inc. filed as RUMBLEON INC 0.01% 100,339 $283K New
COO The Cooper Cos Inc. 0.01% 3,344 $282K Reduce -2.1%
SO The Southern Co. 0.01% 2,993 $275K No change
IWF iShares Russell 1000 Growth 0.01% 737 $266K New
ETR Entergy Corp. 0.01% 3,000 $256K No change
PSX Phillips 66 0.01% 2,055 $254K No change
KRP Kimbell Royalty Partners LP 0.01% 17,933 $251K Add +71.7%
DUK Duke Energy Corp. 0.01% 2,052 $250K No change
VIG Vanguard Dividend Apprec ETF 0.01% 1,254 $243K No change
DGRO iShares Core Dividend Growth 0.01% 3,915 $242K Add +4.6%
IAU iShares Gold Trust 0.01% 4,098 $242K Reduce -30.8%
IYW iShares Ustechnology ETF 0.01% 1,720 $242K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.01% 778 $240K No change
NSC Norfolk Southern Corp. 0.01% 1,000 $237K No change
EQIX Equinix Inc. 0.01% 287 $234K Reduce -88.4%
DHR Danaher Corp. 0.01% 1,128 $231K Reduce -97.4%
RNR Renaissancere Holdings Ltd. 0.00% 941 $226K No change
HSY The Hershey Co. 0.00% 1,313 $225K New
SPLV Invesco S&P 500 Low Volatili 0.00% 2,982 $223K No change
CBZ Cbiz Inc. 0.00% 2,923 $222K Reduce -50.0%
TGT Target Corp. 0.00% 2,088 $218K No change
PM Philip Morris International 0.00% 1,339 $213K New
SJT San Juan Basin Royalty TR 0.00% 37,500 $207K No change
QCOM Qualcomm Inc. 0.00% 1,350 $207K Reduce -19.6%
SCHW Schwab (charles) Corp. 0.00% 2,606 $204K New
CARR Carrier Global Corp. 0.00% 3,200 $203K No change
LUMN Lumen Technologies Inc. 0.00% 51,501 $202K No change
HPE Hewlett Packard Enterprise 0.00% 10,432 $161K Add +0.0%
PBT Permian Basin Royalty Trust 0.00% 12,000 $119K No change
ACDC Profrac Holding Corp. Class A 0.00% 12,000 $91K No change

Portfolio Sells Q4 2024 → Q1 2025
VOO Vanguard S&P 500 ETF Reduce -68.7% 0.20% −0.48
MRK Merck & Co. Inc. Reduce -17.8% 1.34% −0.47
INVH Invitation Homes Inc. Reduce -50.0% 0.40% −0.33
LOW Lowe's Cos Inc. Reduce -97.0% 0.01% −0.33
VNQ Vanguard Real Estate ETF Reduce -34.7% 0.60% −0.31
CMCSA Comcast Corp. Class A Reduce -43.0% 0.36% −0.28
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -27.8% 0.75% −0.25
CIFR Cipher Digital Inc. Sold out 0.00% −0.24
DHR Danaher Corp. Reduce -97.4% 0.01% −0.21
CPT Camden Property Trust Reduce -48.0% 0.22% −0.19
WDAY Workday Inc. Class A Sold out 0.00% −0.18
SBUX Starbucks Corp. Reduce -31.4% 0.50% −0.18
LW Lamb Weston Holdings Inc. Sold out 0.00% −0.13
FFIN First Finl Bankshares Inc. Reduce 0.0% 13.42% −0.08
GTLS Chart Industries Inc. Reduce -43.5% 0.06% −0.08
BIL SS SPDR BB 1-3M T-Bill ETF Reduce -88.0% 0.01% −0.08
GNRC Generac Holdings Inc. Sold out 0.00% −0.06
IJR iShares Core S&P Small-Cap E Reduce -0.0% 0.55% −0.06
ROP Roper Technologies Inc. Sold out 0.00% −0.05
EQIX Equinix Inc. Reduce -88.4% 0.01% −0.05
WMT Walmart Inc. Reduce -1.2% 0.94% −0.04
META Meta Platforms Inc. Class A Reduce -1.5% 0.97% −0.03
LULU Lululemon Athletica Inc. Sold out 0.00% −0.03
CORZ Core Scientific Inc. Sold out 0.00% −0.02
BRK.A Berkshire Hathaway Inc. Class A Reduce -50.0% 0.02% −0.01
IVV iShares Core S&P 500 ETF Reduce -9.2% 0.08% −0.01
MUB iShares National Muni Bond E Sold out 0.00% −0.01
DHI D.R. Horton Inc. Sold out 0.00% −0.01
VGIT Vanguard Intermediate-Term T Reduce -25.5% 0.02% −0.01
CBZ Cbiz Inc. Reduce -50.0% 0.00% −0.01
IWR iShares Russell Mid-Cap ETF Reduce -23.2% 0.02% −0.01
DIS The Walt Disney Co. Sold out 0.00% −0.00
KWR Quaker Chemical Corporation Sold out 0.00% −0.00
PYPL PayPal Holdings Inc. Reduce -13.5% 0.01% −0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -0.1% 0.06% −0.00
MAIN Main Street Capital Corp. Reduce -0.9% 0.05% −0.00
VKI Invesco Adv Muni Inc. TR II Sold out 0.00% −0.00
CAT Caterpillar Inc. Reduce -2.8% 0.01% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -16.6% 0.01% −0.00
TT Trane Technologies PLC Reduce -3.2% 0.01% −0.00
PG The Procter & Gamble Co. Reduce -11.7% 0.01% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -2.6% 0.01% −0.00
LLY Eli Lilly & Co. Reduce -12.9% 0.02% −0.00
IAU iShares Gold Trust Reduce -30.8% 0.01% −0.00
QCOM Qualcomm Inc. Reduce -19.6% 0.00% −0.00
CMI Cummins Inc. Reduce -1.2% 0.01% −0.00
TMO Thermo Fisher Scientific Inc. Reduce -2.0% 0.01% −0.00
COO The Cooper Cos Inc. Reduce -2.1% 0.01% −0.00
MDY State Street SPDR S&P Midcap Reduce -0.5% 0.01% −0.00
ITW Illinois Tool Works Reduce -1.1% 0.01% −0.00

Portfolio Buys Q4 2024 → Q1 2025
BLK BlackRock Inc. New 1.42% +1.42
LHX L3HARRIS Technologies Inc. Add +16324.2% 0.73% +0.73
JNJ Johnson & Johnson Add +4.3% 2.41% +0.39
GOOGL Alphabet Inc. Class A Add +46.8% 2.00% +0.33
CVX Chevron Corp. Add +0.9% 2.26% +0.31
ORCL Oracle Corp. Add +5401.7% 0.31% +0.30
MSFT Microsoft Corp. Add +19.7% 5.08% +0.30
AEP American Electric Power Add +1.1% 1.46% +0.24
MDT Medtronic PLC Add +3.6% 1.29% +0.18
BND Vanguard Total Bond Market Add +2.6% 3.90% +0.17
VEA Vanguard Ftse Developed ETF Add +1.1% 2.37% +0.16
MCD McDonald's Corp. Add +0.1% 2.11% +0.15
AES AES Corp. Add +301.4% 0.17% +0.12
UBER Uber Technologies Inc. New 0.12% +0.12
BAC Bank of America Corp. Add +14.7% 1.50% +0.12
AMT American Tower Corp. Add +3.7% 0.62% +0.11
COP Conocophillips Add +3.4% 1.31% +0.11
JPM JPMorgan Chase & Co. Add +0.3% 4.16% +0.10
VGLT Vanguard Long-Term Treasury Add +31.5% 0.30% +0.08
SLB SLB Ltd. Add +8.4% 0.50% +0.08
NVS Novartis AG-Sponsored ADR Add +1.3% 0.52% +0.07
NI Nisource Inc. Add +0.1% 0.86% +0.07
NEE Nextera Energy Inc. Add +7.3% 1.20% +0.07
CSCO Cisco Systems Inc. Add +1.1% 1.33% +0.06
VCSH Vanguard S/T Corp. Bond ETF Add +2.8% 1.72% +0.06
ARE Alexandria Real Estate Equit Add +15.9% 0.67% +0.06
LRCX Lam Research Corp. New 0.06% +0.06
ABT Abbott Laboratories Add +1.2% 0.32% +0.05
CRM Salesforce Inc. Add +39.6% 0.45% +0.05
VMBS Vanguard Mortgage-Backed Sec Add +3.5% 0.89% +0.05
MA Mastercard Inc. Class A Add +1.7% 0.78% +0.04
PEP Pepsico Inc. Add +4.6% 1.49% +0.04
VGSH Vanguard Short-Term Treasury Add +1.8% 1.49% +0.04
VWO Vanguard Ftse Emerging Marke Add +0.9% 0.93% +0.03
AGG iShares Core U.S. Aggregate New 0.03% +0.03
UNP Union Pacific Corp. Add +2.9% 0.45% +0.03
UNH Unitedhealth Group Inc. Add +2.4% 0.44% +0.02
O Realty Income Corp. Add +0.7% 0.24% +0.02
INCY Incyte Corp. Add +44.6% 0.08% +0.02
SCHD Schwab US DVD Equity ETF Add +199.7% 0.02% +0.02
VCIT Vanguard Int-Term Corporate Add +1.7% 0.46% +0.01
JEPQ JPM Nasdaq Equity Premium New 0.01% +0.01
XLE SS Energy Select Sector New 0.01% +0.01
SPGI S&P Global Inc. Add +1.9% 0.33% +0.01
VONG Vanguard Russell 1000 Growth New 0.01% +0.01
CRWD CrowdStrike Holdings Inc. Class A New 0.01% +0.01
GE General Electric New 0.01% +0.01
RDNW Ridenow Group Inc. New 0.01% +0.01
IWF iShares Russell 1000 Growth New 0.01% +0.01
V Visa Inc. Class A Add +17.3% 0.02% +0.01

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