Kestra Private Wealth Services, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Kestra Private Wealth Services, LLC reported 1,501 stock positions worth $6.0 billion. Its top holding was Apple (AAPL) at 3.8% of the portfolio, followed by Nvidia (NVDA, 2.6%) and Amazon.com (AMZN, 2.3%). Compared with Q4 2024, it opened 163 new positions, sold out of 71, added to 817 and reduced 453. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1%) and the biggest sale Broadcom (AVGO, shares −1%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001649451
- Portfolio Value
- $6.0B (Q1 2025)
- SEC Filing
- 0001649451-25-000004 ↗ filed May 5, 2025
Holdings Value
Holdings 1,501 stocks · $6.0B
| AAPL Apple Inc. | 3.76% | 1,014,179 | $225.3M | Add +1.9% |
| NVDA Nvidia Corp. | 2.56% | 1,415,635 | $153.4M | Add +2.9% |
| AMZN Amazon.com Inc. | 2.30% | 723,643 | $137.7M | Add +5.5% |
| MSFT Microsoft Corp. | 2.16% | 344,667 | $129.4M | Add +5.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.57% | 176,178 | $93.8M | Add +0.8% |
| QQQ Invesco QQQ Trust Series 1 | 1.33% | 170,009 | $79.7M | Add +5.3% |
| JPM JPMorgan Chase & Co. | 1.26% | 307,928 | $75.5M | Add +1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.09% | 377,996 | $65.3M | Add +5.8% |
| META Meta Platforms Inc. Class A | 1.08% | 112,067 | $64.6M | Add +4.6% |
| GOOGL Alphabet Inc. Class A | 1.08% | 416,540 | $64.4M | Add +4.8% |
| V Visa Inc. Class A | 1.06% | 181,370 | $63.6M | Add +3.1% |
| AGG iShares Core U.S. Aggregate | 1.05% | 637,948 | $63.1M | Add +0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.98% | 158,506 | $58.8M | Add +1.9% |
| COST Costco Wholesale Corp. | 0.98% | 62,101 | $58.7M | Add +0.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.95% | 101,762 | $56.9M | Add +7.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.94% | 1,895,124 | $56.3M | Add +2.0% |
| VOO Vanguard S&P 500 ETF | 0.93% | 108,363 | $55.7M | Reduce -12.4% |
| IVV iShares Core S&P 500 ETF | 0.87% | 92,677 | $52.1M | Add +2.1% |
| USFR Wisdomtree Floating Rate Tre | 0.84% | 1,001,303 | $50.4M | Add +10.5% |
| TSLA Tesla Inc. | 0.76% | 176,034 | $45.6M | Add +4.2% |
| RDVY First Trust Rising Dividend | 0.65% | 668,528 | $39.1M | Add +1.3% |
| IWF iShares Russell 1000 Growth | 0.63% | 103,710 | $37.4M | Add +4.0% |
| HD Home Depot Inc. | 0.62% | 101,016 | $37.0M | Add +6.1% |
| GOOG Alphabet Inc. Class C | 0.61% | 235,715 | $36.8M | Add +1.8% |
| LLY Eli Lilly & Co. | 0.61% | 44,072 | $36.4M | Add +12.0% |
| COWZ Pacer US Cash Cows 100 ETF | 0.60% | 655,134 | $35.9M | Add +4.9% |
| AVGO Broadcom Inc. | 0.60% | 213,655 | $35.8M | Reduce -0.6% |
| WMT Walmart Inc. | 0.57% | 387,571 | $34.0M | Add +2.3% |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 400,575 | $33.8M | Add +1.6% |
| IUSV iShares Core S&P U.S. Value | 0.56% | 361,727 | $33.4M | Add +0.9% |
| GLD SPDR Gold Shares | 0.55% | 114,759 | $33.1M | Add +12.4% |
| IWY iShares Russell Top 200 Grow | 0.55% | 154,832 | $32.7M | Add +1.6% |
| QUAL iShares MSCI USA Quality Fac | 0.54% | 190,955 | $32.6M | Reduce -6.8% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.54% | 408,664 | $32.3M | Reduce -0.5% |
| ABBV Abbvie Inc. | 0.54% | 153,525 | $32.2M | Add +3.7% |
| JEPI JPMorgan Equity Premium Inco | 0.54% | 561,244 | $32.1M | Add +14.3% |
| XOM Exxon Mobil Corp. | 0.51% | 257,573 | $30.6M | Add +6.7% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.49% | 363,477 | $29.2M | Add +3.6% |
| DGRW Wisdomtree U.S. Quality Divi | 0.48% | 362,101 | $28.9M | Add +13.2% |
| CVX Chevron Corp. | 0.46% | 164,553 | $27.5M | Add +0.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 356,713 | $27.0M | Add +8.5% |
| VEA Vanguard Ftse Developed ETF | 0.45% | 525,985 | $26.7M | Add +9.6% |
| RTX RTX Corp. | 0.42% | 189,785 | $25.1M | Add +8.6% |
| NFLX Netflix Inc. | 0.41% | 26,405 | $24.6M | Reduce -14.4% |
| PG The Procter & Gamble Co. | 0.41% | 142,493 | $24.3M | Add +3.1% |
| ISRG Intuitive Surgical Inc. | 0.39% | 46,766 | $23.2M | Add +2.7% |
| AGOX Adaptive Alpha Opportunities | 0.39% | 944,849 | $23.1M | Reduce -21.5% |
| AVUV Avantis US Small Cap Value | 0.38% | 263,751 | $23.0M | Add +4.8% |
| MOAT Vaneck Morningstar Wide Moat | 0.38% | 257,389 | $22.7M | Add +11.1% |
| EFV iShares MSCI Eafe Value ETF | 0.37% | 377,262 | $22.2M | Reduce -0.7% |
| QCOM Qualcomm Inc. | 0.37% | 144,109 | $22.1M | Add +1.6% |
| VTI VG Morningstar TS MKT ETF-US | 0.37% | 79,598 | $21.9M | Reduce -4.7% |
| CSCO Cisco Systems Inc. | 0.36% | 349,421 | $21.6M | Reduce -0.8% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.35% | 231,298 | $21.2M | Add +9.6% |
| IJH iShares Core S&P Midcap ETF | 0.35% | 359,649 | $21.0M | Add +2.9% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 224,895 | $20.9M | Add +30.0% |
| AMGN Amgen Inc. | 0.34% | 65,231 | $20.3M | Reduce -1.2% |
| MRK Merck & Co. Inc. | 0.33% | 222,248 | $19.9M | Add +4.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.33% | 78,443 | $19.5M | Add +1.9% |
| JAAA Janus Henderson Aaa Clo ETF | 0.33% | 383,880 | $19.5M | Add +6.3% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.32% | 398,718 | $19.4M | Add +42.2% |
| CRM Salesforce Inc. | 0.32% | 72,249 | $19.4M | Add +5.5% |
| JNJ Johnson & Johnson | 0.32% | 116,711 | $19.4M | Add +5.7% |
| IEMG iShares Core MSCI Emerging | 0.32% | 358,093 | $19.3M | Add +4.2% |
| MCD McDonald's Corp. | 0.32% | 61,846 | $19.3M | Add +6.9% |
| SGOV iShares 0-3 Month Treasury B | 0.32% | 191,187 | $19.2M | Add +16.1% |
| FBND Fidelity Total Bond ETF | 0.32% | 417,068 | $19.0M | Add +9.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.32% | 53,816 | $19.0M | Add +1.7% |
| VONG Vanguard Russell 1000 Growth | 0.30% | 196,464 | $18.2M | Reduce -13.9% |
| TLT iShares 20+ Year Treasury BD | 0.30% | 195,293 | $17.8M | Reduce -13.4% |
| LMT Lockheed Martin Corp. | 0.30% | 39,607 | $17.7M | Add +1.9% |
| NEE Nextera Energy Inc. | 0.29% | 249,149 | $17.7M | Add +6.1% |
| UCON First Trust Smith Unconstrai | 0.29% | 702,985 | $17.4M | Add +5.7% |
| UNH Unitedhealth Group Inc. | 0.28% | 32,230 | $16.9M | Reduce -0.5% |
| MS Morgan Stanley | 0.28% | 144,606 | $16.9M | Add +6.3% |
| PEP Pepsico Inc. | 0.28% | 110,760 | $16.6M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 586,698 | $16.4M | Reduce -1.1% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.27% | 310,829 | $15.9M | Reduce -10.0% |
| IVE iShares S&P 500 Value ETF | 0.26% | 82,684 | $15.8M | Add +39.7% |
| GDX Vaneck Gold Miners ETF | 0.26% | 341,680 | $15.7M | Add +9.4% |
| VZ Verizon Communications Inc. | 0.26% | 343,335 | $15.6M | Add +2.2% |
| IWP iShares Russell Mid-Cap Grow | 0.26% | 132,350 | $15.5M | Add +0.6% |
| CAT Caterpillar Inc. | 0.26% | 47,068 | $15.5M | Add +4.0% |
| FVD First Trust Value Line DVD | 0.26% | 344,757 | $15.4M | Add +1.8% |
| LMBS First Trust Low Duration Opp | 0.25% | 307,968 | $15.1M | Add +2.7% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 361,060 | $15.1M | Reduce -1.5% |
| IWD iShares Russell 1000 Value E | 0.25% | 79,351 | $14.9M | Reduce -12.8% |
| GD General Dynamics Corp. | 0.24% | 52,743 | $14.4M | Add +3.1% |
| MA Mastercard Inc. Class A | 0.24% | 26,074 | $14.3M | Add +4.4% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.23% | 385,334 | $13.7M | Add +11.4% |
| GS Goldman Sachs Group Inc. | 0.23% | 24,995 | $13.7M | Add +12.9% |
| PANW Palo Alto Networks Inc. | 0.23% | 79,523 | $13.6M | Add +1.6% |
| PAAA Pgim Aaa Clo ETF | 0.22% | 262,571 | $13.5M | Add +23.7% |
| KO The Coca-Cola Co. | 0.22% | 187,574 | $13.4M | Reduce -4.2% |
| ACN Accenture PLC Class A | 0.22% | 43,002 | $13.4M | Add +0.6% |
| ABT Abbott Laboratories | 0.22% | 100,715 | $13.4M | Add +11.7% |
| DIVI Franklin International Core | 0.22% | 408,341 | $13.3M | Add +5.9% |
| ZTS Zoetis Inc. | 0.22% | 80,579 | $13.3M | Reduce -2.6% |
| EFG iShares MSCI Eafe Growth ETF | 0.22% | 132,097 | $13.2M | Add +7.1% |
| UBER Uber Technologies Inc. | 0.22% | 179,929 | $13.1M | Add +42.6% |
Options reported separately and not counted above: GDX calls ($575K), SLV calls ($465K), SPY puts ($224K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 44,750 | $1.8M | Add +1.1% |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 7,200 | $605K | New |
Total filed on the 13F, all lines: $6.0B.
Portfolio Sells Q4 2024 → Q1 2025
| AVGO Broadcom Inc. | Reduce -0.6% | 0.60% | −0.25 |
| VOO Vanguard S&P 500 ETF | Reduce -12.4% | 0.93% | −0.21 |
| AGOX Adaptive Alpha Opportunities | Reduce -21.5% | 0.39% | −0.17 |
| FBCG Fidelity Blue Chip Grow ETF | Reduce -33.5% | 0.14% | −0.11 |
| VONG Vanguard Russell 1000 Growth | Reduce -13.9% | 0.30% | −0.10 |
| APP AppLovin Corp. Class A | Reduce -66.7% | 0.03% | −0.08 |
| FTCS First Trust Capital Strength | Reduce -31.5% | 0.18% | −0.08 |
| QUAL iShares MSCI USA Quality Fac | Reduce -6.8% | 0.54% | −0.08 |
| QQXT First Trust Nasdaq-100 Ex-Te | Reduce -90.4% | 0.01% | −0.07 |
| UPS United Parcel Service Class B | Reduce -27.1% | 0.11% | −0.06 |
| NFLX Netflix Inc. | Reduce -14.4% | 0.41% | −0.06 |
| VGT Vanguard Info Tech ETF | Reduce -4.2% | 0.22% | −0.05 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.7% | 0.37% | −0.05 |
| VYM Vanguard High DVD Yield ETF | Reduce -25.7% | 0.12% | −0.04 |
| IWLG Nylim Winslow Large Cap Grow | Reduce -82.0% | 0.01% | −0.04 |
| IWM iShares Russell 2000 ETF | Reduce -7.9% | 0.18% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -27.0% | 0.07% | −0.04 |
| TLT iShares 20+ Year Treasury BD | Reduce -13.4% | 0.30% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -12.8% | 0.25% | −0.04 |
| FIGB Fidelity Invest GRD BND ETF | Reduce -26.2% | 0.10% | −0.04 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -5.7% | 0.18% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -10.0% | 0.27% | −0.04 |
| GWW WW Grainger Inc. | Reduce -35.6% | 0.05% | −0.03 |
| BIV Vanguard Intermediate-Term B | Reduce -27.1% | 0.09% | −0.03 |
| SDVY First Trust Smid Cap Rising | Reduce -7.2% | 0.17% | −0.03 |
| HII Huntington Ingalls Industrie | Reduce -86.8% | 0.00% | −0.03 |
| SOXX iShares Semiconductor ETF | Reduce -1.6% | 0.14% | −0.03 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -45.9% | 0.03% | −0.03 |
| DIS The Walt Disney Co. | Reduce -2.4% | 0.13% | −0.02 |
| BAC Bank of America Corp. | Reduce -1.5% | 0.25% | −0.02 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -35.9% | 0.05% | −0.02 |
| TTD Trade Desk Inc./the Class A | Reduce -61.0% | 0.00% | −0.02 |
| CGCP Cap Group Core Plus Income | Reduce -24.9% | 0.06% | −0.02 |
| BN Brookfield Corp. | Reduce -13.6% | 0.07% | −0.02 |
| CMI Cummins Inc. | Reduce -51.3% | 0.01% | −0.02 |
| BSV Vanguard Short-Term Bond ETF | Reduce -8.9% | 0.18% | −0.02 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -39.7% | 0.02% | −0.02 |
| RHRX RH Tactical Rotation ETF | Sold out | 0.00% | −0.02 |
| IOO iShares Global 100 ETF | Reduce -2.8% | 0.19% | −0.02 |
| DBEM Xtrackers MSCI Emerging Mark | Reduce -23.4% | 0.06% | −0.02 |
| FFLC Fidelity Fndmntl L/C Cor ETF | Reduce -18.9% | 0.05% | −0.02 |
| IUSG iShares Core S&P U.S. Growth | Reduce -0.4% | 0.14% | −0.02 |
| LMB Limbach Holdings Inc. | Sold out | 0.00% | −0.02 |
| FTGS First Trust Grwth Strgth ETF | Reduce -9.9% | 0.09% | −0.02 |
| SCZ iShares MSCI Eafe Small-Cap | Reduce -31.9% | 0.04% | −0.02 |
| TDG Transdigm Group Inc. | Reduce -24.1% | 0.07% | −0.02 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -9.9% | 0.09% | −0.02 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -4.3% | 0.19% | −0.02 |
| FXL First Trust Technology Alpha | Reduce -6.2% | 0.07% | −0.02 |
| MBB iShares MBS ETF | Reduce -30.8% | 0.03% | −0.02 |
Portfolio Buys Q4 2024 → Q1 2025
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.8% | 1.57% | +0.22 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.16% | +0.16 |
| GLD SPDR Gold Shares | Add +12.4% | 0.55% | +0.13 |
| V Visa Inc. Class A | Add +3.1% | 1.06% | +0.11 |
| LLY Eli Lilly & Co. | Add +12.0% | 0.61% | +0.09 |
| CGGR Cap Group Growth Equity | Add +120.5% | 0.18% | +0.09 |
| UBER Uber Technologies Inc. | Add +42.6% | 0.22% | +0.09 |
| ABBV Abbvie Inc. | Add +3.7% | 0.54% | +0.09 |
| GDX Vaneck Gold Miners ETF | Add +9.4% | 0.26% | +0.08 |
| OEF iShares S&P 100 ETF | Add +159.5% | 0.14% | +0.08 |
| JCPB JPMorgan Core Plus Bond ETF | Add +272.3% | 0.11% | +0.08 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +42.2% | 0.32% | +0.08 |
| AFLG First Trust Active Factor La | New | 0.08% | +0.08 |
| RTX RTX Corp. | Add +8.6% | 0.42% | +0.08 |
| IVE iShares S&P 500 Value ETF | Add +39.7% | 0.26% | +0.07 |
| XOM Exxon Mobil Corp. | Add +6.7% | 0.51% | +0.07 |
| USFR Wisdomtree Floating Rate Tre | Add +10.5% | 0.84% | +0.06 |
| BUXX Strive Enhanced Income Short | New | 0.06% | +0.06 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +5.8% | 1.09% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +56.0% | 0.17% | +0.06 |
| IEFA iShares Core MSCI Eafe ETF | Add +8.5% | 0.45% | +0.06 |
| PLTR Palantir Technologies Inc. Class A | Add +1.6% | 0.56% | +0.06 |
| VEA Vanguard Ftse Developed ETF | Add +9.6% | 0.45% | +0.06 |
| RECS Columbia Resear Enh Cor ETF | Add +141.2% | 0.10% | +0.06 |
| JEPI JPMorgan Equity Premium Inco | Add +14.3% | 0.54% | +0.05 |
| SCHG Schwab US Large-Cap Growth | Add +558.3% | 0.07% | +0.05 |
| CVX Chevron Corp. | Add +0.1% | 0.46% | +0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +140.7% | 0.09% | +0.05 |
| JNJ Johnson & Johnson | Add +5.7% | 0.32% | +0.05 |
| ABT Abbott Laboratories | Add +11.7% | 0.22% | +0.05 |
| IVW iShares S&P 500 Growth ETF | Add +30.0% | 0.35% | +0.05 |
| COWG Pacer US LRG Cap Cows GR LD | Add +1204.1% | 0.05% | +0.05 |
| TLTW iShares 20+ Bond Buywrite | Add +176.3% | 0.08% | +0.05 |
| DUSA Davis Select US Equity ETF | New | 0.05% | +0.05 |
| GARP iShares MSCI USA Quality Gar | New | 0.05% | +0.05 |
| LVHI Franklin International Low V | New | 0.04% | +0.04 |
| AFMC First Trust Active Factor Mi | New | 0.04% | +0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Add +13.2% | 0.48% | +0.04 |
| IEI iShares 3-7 Year Treasury Bo | Add +39.1% | 0.15% | +0.04 |
| SGOV iShares 0-3 Month Treasury B | Add +16.1% | 0.32% | +0.04 |
| IPKW Invesco International Buybac | New | 0.04% | +0.04 |
| PAAA Pgim Aaa Clo ETF | Add +23.7% | 0.22% | +0.04 |
| SPOT Spotify Technology SA | Add +290.8% | 0.05% | +0.04 |
| IBM Intl Business Machines Corp. | Add +1.9% | 0.33% | +0.04 |
| MCD McDonald's Corp. | Add +6.9% | 0.32% | +0.04 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +348.6% | 0.05% | +0.04 |
| BSCP Invesco Bulletshares 2025 CB | Add +27.4% | 0.18% | +0.04 |
| JBND JPMorgan Active Bond ETF | Add +26.9% | 0.17% | +0.04 |
| CGSD Cap Group Short Duration | Add +37.6% | 0.13% | +0.03 |
| GCOW Pacer Global Cash Cows Divid | New | 0.03% | +0.03 |
Options Activity Q4 2024 → Q1 2025
| GDX Vaneck Gold Miners ETF | call | New | 12,500 | $575K |
| AMZN Amazon.com Inc. | call | Sold out | 2,600 | $570Kbefore exit |
| NVDA Nvidia Corp. | call | Sold out | 4,100 | $551Kbefore exit |
| TQQQ Proshares Ultrapro QQQ | call | Sold out | 6,200 | $491Kbefore exit |
| SLV iShares Silver Trust | call | New | 15,000 | $465K |
| XLE SS Energy Select Sector | put | Sold out | 5,000 | $428Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 400 | $224K |
| IWM iShares Russell 2000 ETF | call | Sold out | 1,000 | $221Kbefore exit |
| QQQ Invesco QQQ Trust Series 1 | call | Sold out | 400 | $204Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Add +1.1% | 44,750 | $1.8M |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | New | 7,200 | $605K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,808 | $9.1B | AAPL, NVDA, AMZN, GOOGL, MSFT |
| Q1 2026 | 1,751 | $8.1B | AAPL, NVDA, AMZN, MSFT, GOOGL |
| Q4 2025 | 1,708 | $8.0B | NVDA, AAPL, AMZN, MSFT, GOOGL |
| Q3 2025 | 1,655 | $7.6B | NVDA, AAPL, MSFT, AMZN, QQQ |
| Q2 2025 | 1,603 | $6.9B | NVDA, AAPL, MSFT, AMZN, QQQ |
| Q1 2025 | 1,501 | $6.0B | AAPL, NVDA, AMZN, MSFT, BRK.B |
| Q4 2024 | 1,409 | $5.9B | AAPL, NVDA, AMZN, MSFT, QQQ |
| Q3 2024 | 1,366 | $5.5B | AAPL, NVDA, AMZN, MSFT, BRK.B |
| Q2 2024 | 1,346 | $5.0B | AAPL, NVDA, MSFT, AMZN, GOOGL |
| Q1 2024 | 1,305 | $4.4B | AAPL, MSFT, AMZN, NVDA, BRK.B |