Mariner, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 13, 2024), Mariner, LLC reported 3,145 stock positions worth $51.6 billion. Its top holding was Apple (AAPL) at 5.5% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.5%) and Nvidia (NVDA, 3.6%). Compared with Q1 2024, it opened 209 new positions, sold out of 185, added to 1,660 and reduced 1,183. The biggest buy was Nvidia (NVDA, shares +11%) and the biggest sale Tesla (TSLA, shares −32%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001373442
- Portfolio Value
- $51.6B (Q2 2024)
- SEC Filing
- 0001580642-24-004507 ↗ filed Aug 13, 2024
Holdings Value
Holdings 3,145 stocks · $51.6B
| AAPL Apple Inc. | 5.52% | 13,519,619 | $2.8B | Add +7.2% |
| IVV iShares Core S&P 500 ETF | 4.52% | 4,263,655 | $2.3B | Add +3.4% |
| NVDA Nvidia Corp. | 3.56% | 14,852,927 | $1.8B | Add +10.9% |
| MSFT Microsoft Corp. | 3.22% | 3,718,711 | $1.7B | Add +4.4% |
| VEA Vanguard Ftse Developed ETF | 2.59% | 27,012,626 | $1.3B | Add +4.6% |
| AMZN Amazon.com Inc. | 1.57% | 4,177,557 | $807.3M | Add +6.5% |
| IJH iShares Core S&P Midcap ETF | 1.36% | 11,949,940 | $699.3M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.31% | 1,239,093 | $674.3M | Reduce -1.4% |
| AGG iShares Core U.S. Aggregate | 1.30% | 6,912,868 | $671.1M | Add +5.8% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.24% | 3,982,054 | $638.7M | Add +2.1% |
| GOOGL Alphabet Inc. Class A | 1.24% | 3,503,065 | $638.1M | Add +3.4% |
| IEFA iShares Core MSCI Eafe ETF | 1.19% | 8,443,417 | $613.3M | Add +2.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.13% | 1,564,202 | $585.0M | Add +5.4% |
| AVGO Broadcom Inc. | 1.06% | 341,791 | $548.8M | Add +5.4% |
| VWO Vanguard Ftse Emerging Marke | 1.02% | 11,996,056 | $524.9M | Add +3.3% |
| JPM JPMorgan Chase & Co. | 0.96% | 2,435,601 | $492.6M | Add +6.2% |
| LLY Eli Lilly & Co. | 0.94% | 538,037 | $487.1M | Add +3.8% |
| APO Apollo Global Management Inc. | 0.85% | 3,729,707 | $440.1M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.83% | 2,604,471 | $429.5M | Add +3.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.81% | 1,570,469 | $420.2M | Add +4.5% |
| META Meta Platforms Inc. Class A | 0.80% | 814,303 | $410.6M | Add +26.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.79% | 999,184 | $406.5M | Add +2.2% |
| SCHG Schwab US Large-Cap Growth | 0.78% | 3,971,631 | $400.5M | Add +3.9% |
| VOO Vanguard S&P 500 ETF | 0.69% | 713,185 | $356.7M | Add +3.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.69% | 739,237 | $354.2M | Add +3.4% |
| IVW iShares S&P 500 Growth ETF | 0.68% | 3,787,254 | $350.5M | Add +1.2% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.64% | 7,352,713 | $332.5M | Add +13.2% |
| COST Costco Wholesale Corp. | 0.60% | 365,543 | $310.7M | Add +2.2% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.59% | 1,262,635 | $305.7M | Add +7.6% |
| HD Home Depot Inc. | 0.59% | 877,953 | $302.2M | Add +4.2% |
| IEMG iShares Core MSCI Emerging | 0.58% | 5,575,054 | $298.4M | Add +6.6% |
| AMGN Amgen Inc. | 0.54% | 896,868 | $280.2M | Add +5.6% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.53% | 1,242,346 | $270.9M | Add +7.4% |
| GOOG Alphabet Inc. Class C | 0.52% | 1,464,386 | $268.6M | Add +6.4% |
| UNH Unitedhealth Group Inc. | 0.49% | 498,353 | $253.8M | Add +4.3% |
| NOW ServiceNow Inc. | 0.47% | 306,533 | $241.1M | Add +6.2% |
| WMT Walmart Inc. | 0.47% | 3,543,523 | $239.9M | Add +3.5% |
| AMD Advanced Micro Devices | 0.46% | 1,471,577 | $238.7M | Add +11.2% |
| MA Mastercard Inc. Class A | 0.46% | 536,069 | $236.5M | Add +6.5% |
| CVX Chevron Corp. | 0.46% | 1,511,501 | $236.4M | Reduce -2.3% |
| EFA iShares MSCI Eafe ETF | 0.45% | 2,989,603 | $234.2M | Reduce -2.8% |
| IWY iShares Russell Top 200 Grow | 0.45% | 1,076,038 | $230.8M | Add +26.7% |
| VIG Vanguard Dividend Apprec ETF | 0.45% | 1,264,179 | $230.8M | Add +0.9% |
| JNJ Johnson & Johnson | 0.44% | 1,548,755 | $226.4M | Add +2.0% |
| V Visa Inc. Class A | 0.43% | 854,411 | $224.3M | Add +2.8% |
| TSLA Tesla Inc. | 0.43% | 1,114,638 | $220.6M | Reduce -32.3% |
| SCHX Schwab US Large-Cap ETF | 0.42% | 3,375,098 | $216.9M | Reduce -0.7% |
| MRK Merck & Co. Inc. | 0.40% | 1,659,512 | $205.5M | Add +3.0% |
| IWF iShares Russell 1000 Growth | 0.40% | 560,348 | $204.3M | Reduce -2.6% |
| ADBE Adobe Inc. | 0.39% | 365,088 | $202.8M | Add +7.3% |
| IVE iShares S&P 500 Value ETF | 0.39% | 1,112,452 | $202.5M | Reduce -1.3% |
| TMO Thermo Fisher Scientific Inc. | 0.38% | 351,064 | $194.1M | Add +6.3% |
| IJR iShares Core S&P Small-Cap E | 0.36% | 1,730,179 | $184.5M | Reduce -14.6% |
| TMUS T-Mobile US Inc. | 0.35% | 1,029,378 | $181.4M | Add +5.4% |
| SCHV Schwab US Large-Cap Value | 0.35% | 2,447,084 | $181.3M | Add +2.0% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 1,927,137 | $180.5M | Add +1.8% |
| SYK Stryker Corp. | 0.35% | 529,648 | $180.2M | Add +4.0% |
| XOM Exxon Mobil Corp. | 0.35% | 1,557,428 | $179.3M | Add +8.1% |
| MUB iShares National Muni Bond E | 0.34% | 1,667,865 | $177.7M | Add +8.2% |
| NEE Nextera Energy Inc. | 0.34% | 2,509,587 | $177.7M | Reduce -6.0% |
| ABBV Abbvie Inc. | 0.34% | 1,022,750 | $175.4M | Add +3.7% |
| SCHF Schwab Intl Equity ETF | 0.34% | 4,557,019 | $175.1M | Reduce -4.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.33% | 4,846,205 | $170.0M | Add +3.0% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 2,184,542 | $169.9M | Reduce -2.5% |
| MCD McDonald's Corp. | 0.33% | 660,409 | $168.3M | Add +1.5% |
| PRU Prudential Financial Inc. | 0.32% | 1,393,322 | $163.3M | Add +4.8% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 2,486,007 | $159.1M | Reduce -13.6% |
| PEP Pepsico Inc. | 0.30% | 947,888 | $156.3M | Add +2.7% |
| VNQ Vanguard Real Estate ETF | 0.30% | 1,824,972 | $152.9M | Reduce -2.4% |
| IWB iShares Russell 1000 ETF | 0.29% | 501,889 | $149.3M | Reduce -0.6% |
| ABT Abbott Laboratories | 0.28% | 1,400,045 | $145.5M | Add +5.5% |
| IXUS iShares Core Intl Stock ETF | 0.28% | 2,144,843 | $144.9M | Add +2.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.28% | 1,291,405 | $142.2M | Add +5.5% |
| NDAQ Nasdaq Inc. | 0.27% | 2,348,339 | $141.5M | Add +7.1% |
| ORCL Oracle Corp. | 0.27% | 980,395 | $138.4M | Add +38.0% |
| NKE Nike Inc. Class B | 0.27% | 1,826,987 | $137.7M | Add +7.3% |
| IWM iShares Russell 2000 ETF | 0.27% | 675,833 | $137.1M | Reduce -5.9% |
| ITOT iShares Core S&P Total U.S. | 0.25% | 1,091,923 | $129.7M | Add +0.0% |
| XLK SS Technology Select Sector | 0.25% | 563,243 | $127.4M | Add +0.3% |
| DGRO iShares Core Dividend Growth | 0.25% | 2,197,955 | $126.6M | Reduce -0.4% |
| UNP Union Pacific Corp. | 0.24% | 557,512 | $126.1M | Add +8.3% |
| MPC Marathon Petroleum Corp. | 0.24% | 714,474 | $123.9M | Add +25.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.24% | 318,187 | $121.9M | Add +258.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.23% | 2,391,788 | $119.9M | Add +7.4% |
| TXN Texas Instruments Inc. | 0.23% | 615,337 | $119.7M | Add +2.4% |
| IWR iShares Russell Mid-Cap ETF | 0.23% | 1,466,374 | $118.9M | Reduce -0.2% |
| PSX Phillips 66 | 0.23% | 838,234 | $118.3M | Add +5.8% |
| KLAC KLA Corp. | 0.22% | 140,288 | $115.7M | Add +0.9% |
| TTWO Take-Two Interactive Softwre | 0.22% | 737,658 | $114.7M | Add +7.6% |
| WM Waste Management Inc. | 0.22% | 529,792 | $113.0M | Add +0.3% |
| PRF Invesco Rafi US 1000 ETF | 0.21% | 2,911,827 | $110.5M | Add +1.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.21% | 440,897 | $110.1M | Add +5.4% |
| WMB Williams Cos Inc. | 0.21% | 2,551,042 | $108.4M | Add +287.1% |
| BND Vanguard Total Bond Market | 0.21% | 1,502,539 | $108.3M | Reduce -6.0% |
| PFF iShares Preferred & Income S | 0.21% | 3,407,574 | $107.5M | Reduce -5.7% |
| BIV Vanguard Intermediate-Term B | 0.21% | 1,430,804 | $107.2M | Add +19.2% |
| UPS United Parcel Service Class B | 0.21% | 773,127 | $105.8M | Add +0.7% |
| DFAC Dimensional US Core Equity 2 | 0.20% | 3,279,005 | $105.7M | Add +1.4% |
| LDOS Leidos Holdings Inc. | 0.20% | 720,613 | $105.1M | Add +4.1% |
| PNC PNC Financial Services Group | 0.20% | 673,999 | $104.8M | Add +7.2% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $7.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 3,345 | $4.0M | Reduce -10.7% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 2,465 | $2.9M | Reduce -32.4% |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 24,590 | $524K | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 4,896 | $202K | New |
| DRTSW Alpha Tau Medical Ltd. -27 | *W EXP 99/99/999 | 93,888 | $19K | No change |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | 29,899 | $5K | No change |
| SLDPW Decarbonization Plus -CW23 | *W EXP 12/08/202 | 10,000 | $2K | No change |
| AIIOW NWTN Inc. -CW27 | *W EXP 11/11/202 | 20,000 | $2K | No change |
Total filed on the 13F, all lines: $51.6B.
Portfolio Sells Q1 2024 → Q2 2024
| TSLA Tesla Inc. | Reduce -32.3% | 0.43% | −0.17 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Reduce -88.7% | 0.02% | −0.16 |
| FTNT Fortinet Inc. | Reduce -84.9% | 0.02% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Reduce -14.6% | 0.36% | −0.11 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -69.7% | 0.04% | −0.10 |
| CMCSA Comcast Corp. Class A | Reduce -22.5% | 0.16% | −0.08 |
| BMY Bristol-Myers Squibb Co. | Reduce -29.2% | 0.08% | −0.08 |
| SBUX Starbucks Corp. | Reduce -14.7% | 0.16% | −0.07 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -13.6% | 0.31% | −0.06 |
| EFA iShares MSCI Eafe ETF | Reduce -2.8% | 0.45% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.4% | 1.31% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -5.9% | 0.27% | −0.05 |
| SCHF Schwab Intl Equity ETF | Reduce -4.7% | 0.34% | −0.05 |
| CVX Chevron Corp. | Reduce -2.3% | 0.46% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -13.8% | 0.20% | −0.05 |
| URI United Rentals Inc. | Reduce -13.6% | 0.12% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.5% | 0.33% | −0.04 |
| IVE iShares S&P 500 Value ETF | Reduce -1.3% | 0.39% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -33.8% | 0.07% | −0.04 |
| CVS CVS Health Corp. | Reduce -10.7% | 0.06% | −0.04 |
| VNQ Vanguard Real Estate ETF | Reduce -2.4% | 0.30% | −0.04 |
| IWD iShares Russell 1000 Value E | Reduce -9.5% | 0.17% | −0.04 |
| AMJ JPMorgan Alerian MLP Index | Sold out | 0.00% | −0.04 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -9.4% | 0.17% | −0.04 |
| ACN Accenture PLC Class A | Reduce -0.7% | 0.15% | −0.03 |
| PFF iShares Preferred & Income S | Reduce -5.7% | 0.21% | −0.03 |
| DE Deere & Co. | Reduce -10.6% | 0.10% | −0.03 |
| BND Vanguard Total Bond Market | Reduce -6.0% | 0.21% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.2% | 0.23% | −0.03 |
| CSCO Cisco Systems Inc. | Reduce -2.4% | 0.16% | −0.02 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -4.8% | 0.20% | −0.02 |
| TIP iShares Tips Bond ETF | Reduce -41.3% | 0.03% | −0.02 |
| IBTE iShares Ibonds Dec 2024 Term | Reduce -58.8% | 0.01% | −0.02 |
| PSK SS SPDR Ice Pref Sec ETF | Reduce -76.9% | 0.01% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -0.4% | 0.25% | −0.02 |
| ZTS Zoetis Inc. | Reduce -15.9% | 0.08% | −0.02 |
| PFFD Global X US Preferred ETF | Reduce -63.3% | 0.01% | −0.02 |
| SCHX Schwab US Large-Cap ETF | Reduce -0.7% | 0.42% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -3.8% | 0.11% | −0.02 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.01 |
| BILZ PIMCO Ultra SHRT Govt Active | Reduce -82.3% | 0.00% | −0.01 |
| TFLO iShares Treasury Floating Ra | Reduce -3.9% | 0.13% | −0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -4.1% | 0.12% | −0.01 |
| BSCO Invesco Bulletshares 2024 CB | Reduce -49.4% | 0.01% | −0.01 |
| TAP Molson Coors Beverage Co. Class B | Reduce -76.1% | 0.00% | −0.01 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -17.9% | 0.04% | −0.01 |
| PAVE Global X US Infrastructure | Reduce -1.7% | 0.08% | −0.01 |
| BAC Bank of America Corp. | Reduce -5.6% | 0.16% | −0.01 |
| DG Dollar General Corp. | Reduce -24.4% | 0.02% | −0.01 |
| IDEV iShares Core MSCI Dev MKTS | Reduce -1.7% | 0.11% | −0.01 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +10.9% | 3.56% | +1.05 |
| AAPL Apple Inc. | Add +7.2% | 5.52% | +1.05 |
| GOOGL Alphabet Inc. Class A | Add +3.4% | 1.24% | +0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +258.6% | 0.24% | +0.18 |
| AVGO Broadcom Inc. | Add +5.4% | 1.06% | +0.18 |
| WMB Williams Cos Inc. | Add +287.1% | 0.21% | +0.16 |
| META Meta Platforms Inc. Class A | Add +26.9% | 0.80% | +0.15 |
| MSFT Microsoft Corp. | Add +4.4% | 3.22% | +0.12 |
| LLY Eli Lilly & Co. | Add +3.8% | 0.94% | +0.11 |
| IWY iShares Russell Top 200 Grow | Add +26.7% | 0.45% | +0.10 |
| AMZN Amazon.com Inc. | Add +6.5% | 1.57% | +0.10 |
| GOOG Alphabet Inc. Class C | Add +6.4% | 0.52% | +0.09 |
| ORCL Oracle Corp. | Add +38.0% | 0.27% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +5.4% | 1.13% | +0.08 |
| ACGL Arch Capital Group Ltd. | Add +851.2% | 0.08% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +114.7% | 0.12% | +0.07 |
| COST Costco Wholesale Corp. | Add +2.2% | 0.60% | +0.06 |
| JCPB JPMorgan Core Plus Bond ETF | Add +419.7% | 0.08% | +0.06 |
| XYL Xylem Inc. | Add +185.4% | 0.08% | +0.05 |
| CRM Salesforce Inc. | Add +79.4% | 0.16% | +0.05 |
| AMGN Amgen Inc. | Add +5.6% | 0.54% | +0.04 |
| SCHG Schwab US Large-Cap Growth | Add +3.9% | 0.78% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +3.4% | 4.52% | +0.04 |
| WMT Walmart Inc. | Add +3.5% | 0.47% | +0.04 |
| ADBE Adobe Inc. | Add +7.3% | 0.39% | +0.04 |
| GLW Corning Inc. | Add +37.9% | 0.11% | +0.04 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +28.8% | 0.15% | +0.04 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +13.2% | 0.64% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +9.1% | 0.17% | +0.03 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.4% | 0.69% | +0.03 |
| MMM 3M Co. | Add +64.1% | 0.09% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +1.2% | 0.68% | +0.03 |
| QCOM Qualcomm Inc. | Add +5.5% | 0.18% | +0.03 |
| DAY Dayforce Inc. | Add +196.1% | 0.05% | +0.02 |
| KLAC KLA Corp. | Add +0.9% | 0.22% | +0.02 |
| ANET Arista Networks Inc. | Add +2.1% | 0.17% | +0.02 |
| TMUS T-Mobile US Inc. | Add +5.4% | 0.35% | +0.02 |
| IEI iShares 3-7 Year Treasury Bo | Add +301.8% | 0.03% | +0.02 |
| IMTB iShares Core 5-10 Year Usd | Add +37.7% | 0.09% | +0.02 |
| BIV Vanguard Intermediate-Term B | Add +19.2% | 0.21% | +0.02 |
| IEMG iShares Core MSCI Emerging | Add +6.6% | 0.58% | +0.02 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +76.8% | 0.05% | +0.02 |
| TJX TJX Companies Inc. | Add +5.5% | 0.28% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +25.6% | 0.07% | +0.02 |
| NTAP Netapp Inc. | Add +0.9% | 0.12% | +0.02 |
| QQQM Invesco Nasdaq 100 ETF | Add +14.2% | 0.12% | +0.02 |
| CAVA Cava Group Inc. | Add +17.1% | 0.05% | +0.02 |
| LDOS Leidos Holdings Inc. | Add +4.1% | 0.20% | +0.02 |
| TXN Texas Instruments Inc. | Add +2.4% | 0.23% | +0.02 |
| VWO Vanguard Ftse Emerging Marke | Add +3.3% | 1.02% | +0.01 |
Notes & Other Activity Q1 2024 → Q2 2024
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Reduce -10.7% | 3,345 | $4.0M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -32.4% | 2,465 | $2.9M |
| SILO Silo Pharma Inc. | COM NEW | Sold out | 0 | $1.0Mbefore exit |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | New | 4,896 | $202K |
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 | 3,505 | $96.1B | AAPL, NVDA, IVV, VEA, MSFT |
| Q1 2026 | 3,532 | $85.6B | NVDA, AAPL, IVV, VEA, MSFT |
| Q4 2025 | 3,513 | $84.0B | NVDA, AAPL, IVV, MSFT, VEA |
| Q3 2025 | 3,533 | $77.4B | AAPL, NVDA, IVV, MSFT, VEA |
| Q2 2025 | 3,461 | $69.3B | AAPL, IVV, NVDA, MSFT, VEA |
| Q1 2025 | 3,422 | $60.1B | AAPL, IVV, NVDA, MSFT, VEA |
| Q4 2024 | 3,370 | $59.5B | AAPL, IVV, NVDA, MSFT, VEA |
| Q3 2024 | 3,278 | $56.4B | AAPL, IVV, NVDA, MSFT, VEA |
| Q2 2024 | 3,145 | $51.6B | AAPL, IVV, NVDA, MSFT, VEA |
| Q1 2024 | 3,119 | $48.3B | IVV, AAPL, MSFT, VEA, NVDA |