Kestra Private Wealth Services, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Kestra Private Wealth Services, LLC reported 1,603 stock positions worth $6.9 billion. Its top holding was Nvidia (NVDA) at 3.4% of the portfolio, followed by Apple (AAPL, 3.1%) and Microsoft (MSFT, 2.5%). Compared with Q1 2025, it opened 186 new positions, sold out of 84, added to 813 and reduced 542. The biggest buy was Nvidia (NVDA, shares +6%) and the biggest sale iShares MSCI USA Quality Fac (QUAL, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- AUSTIN, TX
- CIK
- 0001649451
- Portfolio Value
- $6.9B (Q2 2025)
- SEC Filing
- 0001649451-25-000006 ↗ filed Aug 7, 2025
Holdings Value
Holdings 1,603 stocks · $6.9B
| NVDA Nvidia Corp. | 3.41% | 1,499,270 | $236.9M | Add +5.9% |
| AAPL Apple Inc. | 3.08% | 1,040,774 | $213.5M | Add +2.6% |
| MSFT Microsoft Corp. | 2.52% | 352,326 | $175.3M | Add +2.2% |
| AMZN Amazon.com Inc. | 2.39% | 756,419 | $166.0M | Add +4.5% |
| QQQ Invesco QQQ Trust Series 1 | 1.44% | 181,040 | $99.9M | Add +6.5% |
| JPM JPMorgan Chase & Co. | 1.29% | 309,708 | $89.8M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.29% | 184,461 | $89.6M | Add +4.7% |
| META Meta Platforms Inc. Class A | 1.24% | 116,511 | $86.0M | Add +4.0% |
| GOOGL Alphabet Inc. Class A | 1.11% | 435,848 | $76.8M | Add +4.6% |
| IVV iShares Core S&P 500 ETF | 1.07% | 119,894 | $74.4M | Add +29.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.05% | 165,498 | $72.6M | Add +4.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 110,165 | $68.1M | Add +8.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.96% | 378,676 | $66.9M | Add +0.2% |
| V Visa Inc. Class A | 0.96% | 187,951 | $66.7M | Add +3.6% |
| COST Costco Wholesale Corp. | 0.96% | 67,104 | $66.4M | Add +8.1% |
| AGG iShares Core U.S. Aggregate | 0.88% | 612,978 | $60.8M | Reduce -3.9% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.88% | 1,910,379 | $60.8M | Add +0.8% |
| AVGO Broadcom Inc. | 0.87% | 218,315 | $60.2M | Add +2.2% |
| VOO Vanguard S&P 500 ETF | 0.84% | 102,566 | $58.3M | Reduce -5.3% |
| TSLA Tesla Inc. | 0.82% | 179,033 | $56.9M | Add +1.7% |
| USFR Wisdomtree Floating Rate Tre | 0.79% | 1,088,632 | $54.8M | Add +8.7% |
| RDVY First Trust Rising Dividend | 0.77% | 848,500 | $53.2M | Add +26.9% |
| PLTR Palantir Technologies Inc. Class A | 0.74% | 378,570 | $51.6M | Reduce -5.5% |
| GOOG Alphabet Inc. Class C | 0.62% | 243,123 | $43.1M | Add +3.1% |
| IWF iShares Russell 1000 Growth | 0.61% | 100,535 | $42.7M | Reduce -3.1% |
| HD Home Depot Inc. | 0.59% | 111,814 | $41.0M | Add +10.7% |
| IWY iShares Russell Top 200 Grow | 0.58% | 162,540 | $40.1M | Add +5.0% |
| WMT Walmart Inc. | 0.57% | 407,403 | $39.8M | Add +5.1% |
| LLY Eli Lilly & Co. | 0.55% | 48,936 | $38.1M | Add +11.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.52% | 375,373 | $35.8M | Add +3.3% |
| JEPI JPMorgan Equity Premium Inco | 0.51% | 617,957 | $35.1M | Add +10.1% |
| NFLX Netflix Inc. | 0.50% | 25,898 | $34.7M | Reduce -1.9% |
| IUSV iShares Core S&P U.S. Value | 0.49% | 358,170 | $33.9M | Reduce -1.0% |
| GLD SPDR Gold Shares | 0.47% | 107,078 | $32.6M | Reduce -6.7% |
| IWD iShares Russell 1000 Value E | 0.46% | 165,245 | $32.1M | Add +108.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 384,309 | $32.1M | Add +7.7% |
| DGRW Wisdomtree U.S. Quality Divi | 0.46% | 382,970 | $32.1M | Add +5.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.46% | 577,535 | $31.8M | Reduce -11.8% |
| ABBV Abbvie Inc. | 0.44% | 163,704 | $30.4M | Add +6.6% |
| VEA Vanguard Ftse Developed ETF | 0.44% | 530,796 | $30.3M | Add +0.9% |
| RTX RTX Corp. | 0.42% | 200,444 | $29.3M | Add +5.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.42% | 57,007 | $29.0M | Add +5.9% |
| XOM Exxon Mobil Corp. | 0.41% | 264,746 | $28.5M | Add +2.8% |
| MFSI MFS Active International | 0.40% | 965,894 | $27.5M | New |
| ISRG Intuitive Surgical Inc. | 0.39% | 49,179 | $26.7M | Add +5.2% |
| AGOX Adaptive Alpha Opportunities | 0.38% | 896,633 | $26.5M | Reduce -5.1% |
| PG The Procter & Gamble Co. | 0.37% | 163,152 | $26.0M | Add +14.5% |
| PAAA Pgim Aaa Clo ETF | 0.37% | 497,745 | $25.6M | Add +89.6% |
| IVW iShares S&P 500 Growth ETF | 0.36% | 228,650 | $25.2M | Add +1.7% |
| CSCO Cisco Systems Inc. | 0.36% | 361,812 | $25.1M | Add +3.5% |
| AVUV Avantis US Small Cap Value | 0.36% | 270,863 | $24.7M | Add +2.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.35% | 476,018 | $24.2M | Add +24.0% |
| CVX Chevron Corp. | 0.35% | 167,377 | $24.0M | Add +1.7% |
| QCOM Qualcomm Inc. | 0.34% | 148,318 | $23.6M | Add +2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 79,985 | $23.6M | Add +2.0% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.34% | 295,969 | $23.5M | Reduce -27.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.33% | 243,476 | $22.8M | Reduce -5.4% |
| QUAL iShares MSCI USA Quality Fac | 0.33% | 124,056 | $22.7M | Reduce -35.0% |
| IJH iShares Core S&P Midcap ETF | 0.33% | 365,394 | $22.7M | Add +1.6% |
| IEMG iShares Core MSCI Emerging | 0.32% | 374,112 | $22.5M | Add +4.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.31% | 70,209 | $21.3M | Reduce -11.8% |
| ORCL Oracle Corp. | 0.31% | 96,986 | $21.2M | Add +5.0% |
| LMT Lockheed Martin Corp. | 0.30% | 45,541 | $21.1M | Add +15.0% |
| FBND Fidelity Total Bond ETF | 0.30% | 460,965 | $21.1M | Add +10.5% |
| CRM Salesforce Inc. | 0.30% | 75,834 | $20.7M | Add +5.0% |
| MS Morgan Stanley | 0.30% | 146,103 | $20.6M | Add +1.0% |
| SGOV iShares 0-3 Month Treasury B | 0.29% | 200,365 | $20.2M | Add +4.8% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.29% | 501,329 | $19.8M | Add +30.1% |
| GS Goldman Sachs Group Inc. | 0.28% | 27,862 | $19.7M | Add +11.5% |
| VGT Vanguard Info Tech ETF | 0.28% | 29,482 | $19.6M | Add +22.4% |
| TLT iShares 20+ Year Treasury BD | 0.28% | 220,884 | $19.5M | Add +13.1% |
| VONG Vanguard Russell 1000 Growth | 0.28% | 178,152 | $19.5M | Reduce -9.3% |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.28% | 721,868 | $19.2M | Add +536.0% |
| CAT Caterpillar Inc. | 0.27% | 48,664 | $18.9M | Add +3.4% |
| NEE Nextera Energy Inc. | 0.27% | 270,921 | $18.8M | Add +8.7% |
| IWP iShares Russell Mid-Cap Grow | 0.27% | 135,531 | $18.8M | Add +2.4% |
| MRK Merck & Co. Inc. | 0.27% | 232,469 | $18.4M | Add +4.6% |
| EFV iShares MSCI Eafe Value ETF | 0.26% | 286,183 | $18.2M | Reduce -24.1% |
| AMGN Amgen Inc. | 0.26% | 64,833 | $18.1M | Reduce -0.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.26% | 379,459 | $18.0M | Add +5.1% |
| JNJ Johnson & Johnson | 0.26% | 117,399 | $17.9M | Add +0.6% |
| PEP Pepsico Inc. | 0.26% | 134,975 | $17.8M | Add +21.9% |
| ETN Eaton Corp. PLC | 0.25% | 49,523 | $17.7M | Add +6.6% |
| GDX Vaneck Gold Miners ETF | 0.25% | 337,132 | $17.6M | Reduce -1.3% |
| MCD McDonald's Corp. | 0.25% | 59,953 | $17.5M | Reduce -3.1% |
| UBER Uber Technologies Inc. | 0.25% | 184,445 | $17.2M | Add +2.5% |
| ABT Abbott Laboratories | 0.24% | 124,121 | $16.9M | Add +23.2% |
| FVD First Trust Value Line DVD | 0.24% | 371,926 | $16.6M | Add +7.9% |
| UCON First Trust Smith Unconstrai | 0.24% | 660,003 | $16.4M | Reduce -6.1% |
| LMBS First Trust Low Duration Opp | 0.24% | 333,039 | $16.4M | Add +8.1% |
| PANW Palo Alto Networks Inc. | 0.23% | 79,661 | $16.3M | Add +0.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.23% | 176,106 | $16.2M | Add +191.1% |
| MA Mastercard Inc. Class A | 0.23% | 28,706 | $16.1M | Add +10.1% |
| DIVI Franklin International Core | 0.23% | 449,890 | $16.0M | Add +10.2% |
| GD General Dynamics Corp. | 0.23% | 54,404 | $15.9M | Add +3.1% |
| QQQM Invesco Nasdaq 100 ETF | 0.23% | 69,824 | $15.9M | Add +18.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.23% | 302,804 | $15.8M | Reduce -2.6% |
| EMR Emerson Electric Co. | 0.23% | 117,239 | $15.6M | Add +7.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.22% | 65,563 | $15.5M | Add +21.3% |
| CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED | 0.22% | 459,776 | $15.4M | Add +125.9% |
Options reported separately and not counted above: NVDA calls ($1.7M), GDX calls ($1.6M), SLV calls ($656K), PLTR calls ($341K), QQQ calls ($276K), PALL calls ($252K).
Other holdings (2): bonds, preferreds, convertibles and warrants · $2.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 43,150 | $1.7M | Reduce -3.6% |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | 7,372 | $892K | Add +2.4% |
Total filed on the 13F, all lines: $6.9B.
Portfolio Sells Q1 2025 → Q2 2025
| QUAL iShares MSCI USA Quality Fac | Reduce -35.0% | 0.33% | −0.22 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -27.6% | 0.34% | −0.20 |
| AGG iShares Core U.S. Aggregate | Reduce -3.9% | 0.88% | −0.18 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -38.1% | 0.20% | −0.15 |
| SUB iShares Short-Term National | Reduce -66.2% | 0.06% | −0.15 |
| UNH Unitedhealth Group Inc. | Reduce -3.2% | 0.14% | −0.14 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -11.8% | 0.46% | −0.14 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -33.5% | 0.21% | −0.12 |
| EFV iShares MSCI Eafe Value ETF | Reduce -24.1% | 0.26% | −0.11 |
| FIGB Fidelity Invest GRD BND ETF | Sold out | 0.00% | −0.10 |
| VOO Vanguard S&P 500 ETF | Reduce -5.3% | 0.84% | −0.09 |
| GLD SPDR Gold Shares | Reduce -6.7% | 0.47% | −0.08 |
| MTUM iShares MSCI USA Momentum Fa | Reduce -51.4% | 0.08% | −0.08 |
| AMGN Amgen Inc. | Reduce -0.6% | 0.26% | −0.08 |
| MCD McDonald's Corp. | Reduce -3.1% | 0.25% | −0.07 |
| SCHD Schwab US DVD Equity ETF | Reduce -8.9% | 0.20% | −0.07 |
| IUSV iShares Core S&P U.S. Value | Reduce -1.0% | 0.49% | −0.07 |
| FTCS First Trust Capital Strength | Reduce -25.4% | 0.12% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -11.8% | 0.31% | −0.06 |
| QQEW First TR Nasdaq-100 Sel Eq | Reduce -57.4% | 0.04% | −0.05 |
| VZ Verizon Communications Inc. | Reduce -3.7% | 0.21% | −0.05 |
| UCON First Trust Smith Unconstrai | Reduce -6.1% | 0.24% | −0.05 |
| IVE iShares S&P 500 Value ETF | Reduce -9.5% | 0.21% | −0.05 |
| MOAT Vaneck Morningstar Wide Moat | Reduce -5.4% | 0.33% | −0.05 |
| ZTS Zoetis Inc. | Reduce -1.8% | 0.18% | −0.04 |
| LYB Lyondellbasell Indu Class A | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -56.6% | 0.03% | −0.04 |
| TDG Transdigm Group Inc. | Reduce -55.7% | 0.03% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -2.6% | 0.23% | −0.04 |
| FDL First Trust Morn DVD Lead Inc. | Reduce -28.4% | 0.05% | −0.03 |
| VCIT Vanguard Int-Term Corporate | Reduce -11.3% | 0.11% | −0.03 |
| GWW WW Grainger Inc. | Reduce -62.1% | 0.02% | −0.03 |
| SBUX Starbucks Corp. | Reduce -4.6% | 0.11% | −0.03 |
| AZO AutoZone Inc. | Reduce -2.9% | 0.14% | −0.03 |
| CGCP Cap Group Core Plus Income | Reduce -47.9% | 0.03% | −0.03 |
| CB Chubb Ltd. | Reduce -1.5% | 0.14% | −0.03 |
| SRLN SS Blackstone Sr Loan ETF | Reduce -3.3% | 0.16% | −0.03 |
| IOO iShares Global 100 ETF | Reduce -12.8% | 0.16% | −0.03 |
| NOBL Proshares S&P 500 Dividend A | Reduce -26.2% | 0.05% | −0.03 |
| MO Altria Group Inc. | Reduce -1.8% | 0.14% | −0.03 |
| TRFK Pacer Data and Digital Rev | Sold out | 0.00% | −0.03 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.0% | 0.17% | −0.03 |
| BSV Vanguard Short-Term Bond ETF | Reduce -2.4% | 0.15% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -14.8% | 0.06% | −0.03 |
| CSX CSX Corp. | Reduce -36.5% | 0.04% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Reduce -2.2% | 0.14% | −0.03 |
| WM Waste Management Inc. | Reduce -8.4% | 0.09% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -10.6% | 0.09% | −0.03 |
| UPS United Parcel Service Class B | Reduce -3.8% | 0.08% | −0.03 |
Portfolio Buys Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | Add +5.9% | 3.41% | +0.85 |
| MFSI MFS Active International | New | 0.40% | +0.40 |
| MSFT Microsoft Corp. | Add +2.2% | 2.52% | +0.36 |
| AVGO Broadcom Inc. | Add +2.2% | 0.87% | +0.27 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +536.0% | 0.28% | +0.23 |
| IWD iShares Russell 1000 Value E | Add +108.3% | 0.46% | +0.21 |
| IVV iShares Core S&P 500 ETF | Add +29.4% | 1.07% | +0.20 |
| META Meta Platforms Inc. Class A | Add +4.0% | 1.24% | +0.16 |
| PAAA Pgim Aaa Clo ETF | Add +89.6% | 0.37% | +0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +191.1% | 0.23% | +0.14 |
| VXUS Vanguard Total Intl Stock | Add +477.1% | 0.16% | +0.13 |
| CGMU Cap Group Municipal Income | Add +1242.2% | 0.14% | +0.13 |
| CGBL Cap Group Core Balanced | Add +125.9% | 0.22% | +0.12 |
| RDVY First Trust Rising Dividend | Add +26.9% | 0.77% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +6.5% | 1.44% | +0.11 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +5.9% | 0.42% | +0.10 |
| SHV iShares 0-1 Year Treasury Bo | Add +1562.3% | 0.10% | +0.09 |
| AMZN Amazon.com Inc. | Add +4.5% | 2.39% | +0.09 |
| ORCL Oracle Corp. | Add +5.0% | 0.31% | +0.09 |
| MUB iShares National Muni Bond E | Add +142.9% | 0.16% | +0.08 |
| BSCR Invesco Bulletshares 2027 CB | Add +218.3% | 0.11% | +0.07 |
| COIN Coinbase Global Inc. Class A | Add +20.3% | 0.13% | +0.07 |
| DIVO Amplify CWP Enhan Divid ETF | Add +89.8% | 0.16% | +0.07 |
| BALT Inn Defined Wealth Shield | New | 0.06% | +0.06 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.4% | 1.05% | +0.06 |
| VGT Vanguard Info Tech ETF | Add +22.4% | 0.28% | +0.06 |
| THRO iShares U.S. Thematic Rotati | New | 0.06% | +0.06 |
| TSLA Tesla Inc. | Add +1.7% | 0.82% | +0.06 |
| AXON Axon Enterprise Inc. | Add +4.6% | 0.19% | +0.06 |
| GS Goldman Sachs Group Inc. | Add +11.5% | 0.28% | +0.06 |
| CGDV Cap Group Dividend Value | Add +30.1% | 0.29% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +14.4% | 0.19% | +0.05 |
| ETN Eaton Corp. PLC | Add +6.6% | 0.25% | +0.04 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +102.1% | 0.09% | +0.04 |
| GRNY Fundstr Gran SH US LRG Cap | Add +54.3% | 0.10% | +0.04 |
| CGGR Cap Group Growth Equity | Add +19.4% | 0.22% | +0.04 |
| PH Parker Hannifin Corp. | Add +36.0% | 0.15% | +0.04 |
| QQQM Invesco Nasdaq 100 ETF | Add +18.9% | 0.23% | +0.04 |
| MSTR Strategy Inc. | Add +35.8% | 0.10% | +0.04 |
| IAGG iShares Intl Aggregate Bond | New | 0.04% | +0.04 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +29.4% | 0.21% | +0.04 |
| DUSA Davis Select US Equity ETF | Add +86.8% | 0.08% | +0.04 |
| COF Capital One Financial Corp. | Add +198.2% | 0.05% | +0.04 |
| CRWV Coreweave Inc. Class A | New | 0.04% | +0.04 |
| CLOI Vaneck Clo ETF | New | 0.03% | +0.03 |
| XAR SS SPDR S&P Aerospace Def | Add +403.6% | 0.04% | +0.03 |
| AMD Advanced Micro Devices | Add +2.3% | 0.19% | +0.03 |
| SHYG iShares 0-5 YR HY Corp. Bond | Add +155.7% | 0.06% | +0.03 |
| OC Owens Corning | Add +213.9% | 0.05% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +0.6% | 1.29% | +0.03 |
Options Activity Q1 2025 → Q2 2025
| NVDA Nvidia Corp. | call | New | 10,700 | $1.7M |
| GDX Vaneck Gold Miners ETF | call | Add +140.0% | 30,000 | $1.6M |
| SLV iShares Silver Trust | call | Add +33.3% | 20,000 | $656K |
| PLTR Palantir Technologies Inc. Class A | call | New | 2,500 | $341K |
| QQQ Invesco QQQ Trust Series 1 | call | New | 500 | $276K |
| PALL Abrdn Physical Palladium SHS | call | New | 2,500 | $252K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 400 | $224Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2025 → Q2 2025
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -3.6% | 43,150 | $1.7M |
| STRATEGY INC (MSTR 8 PERP) | SERIES A PERP PF | Add +2.4% | 7,372 | $892K |
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 |