Mariner, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Mariner, LLC reported 3,422 stock positions worth $60.1 billion. Its top holding was Apple (AAPL) at 5.3% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 4.5%) and Nvidia (NVDA, 3.4%). Compared with Q4 2024, it opened 260 new positions, sold out of 210, added to 1,891 and reduced 1,167. The biggest buy was Apollo Global Management (APO, shares +487%) and the biggest sale Tesla (TSLA, shares −35%).
- Most Recent 13F
- Q2 2026
- Location
- Overland Park, KS
- CIK
- 0001373442
- Portfolio Value
- $60.1B (Q1 2025)
- SEC Filing
- 0001580642-25-003135 ↗ filed May 15, 2025
Holdings Value
Holdings 3,422 stocks · $60.1B
| AAPL Apple Inc. | 5.34% | 14,436,742 | $3.2B | Add +2.1% |
| IVV iShares Core S&P 500 ETF | 4.46% | 4,772,190 | $2.7B | Add +5.2% |
| NVDA Nvidia Corp. | 3.42% | 18,947,765 | $2.1B | Add +4.3% |
| MSFT Microsoft Corp. | 2.70% | 4,318,000 | $1.6B | Add +3.9% |
| VEA Vanguard Ftse Developed ETF | 2.51% | 29,627,432 | $1.5B | Add +3.4% |
| AMZN Amazon.com Inc. | 1.56% | 4,912,379 | $934.7M | Add +8.2% |
| AGG iShares Core U.S. Aggregate | 1.52% | 9,238,165 | $913.8M | Add +15.9% |
| IJH iShares Core S&P Midcap ETF | 1.33% | 13,678,865 | $798.1M | Add +6.7% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.29% | 4,482,765 | $774.2M | Add +10.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.24% | 1,332,527 | $745.1M | Add +3.7% |
| JPM JPMorgan Chase & Co. | 1.13% | 2,774,723 | $680.6M | Add +3.5% |
| IEFA iShares Core MSCI Eafe ETF | 1.09% | 8,648,044 | $654.5M | Reduce -1.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.08% | 1,745,935 | $647.4M | Add +5.7% |
| GOOGL Alphabet Inc. Class A | 1.02% | 3,968,221 | $613.6M | Add +6.0% |
| AVGO Broadcom Inc. | 1.00% | 3,597,171 | $602.3M | Add +2.7% |
| VWO Vanguard Ftse Emerging Marke | 0.98% | 13,009,043 | $588.8M | Add +2.4% |
| META Meta Platforms Inc. Class A | 0.97% | 1,014,466 | $584.7M | Add +6.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.96% | 1,077,875 | $574.0M | Add +2.5% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.88% | 11,434,147 | $526.9M | Add +17.7% |
| PG The Procter & Gamble Co. | 0.82% | 2,879,222 | $490.6M | Add +6.5% |
| LLY Eli Lilly & Co. | 0.81% | 591,403 | $488.4M | Add +4.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.79% | 1,015,285 | $476.1M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 0.75% | 1,631,814 | $448.4M | Add +2.6% |
| SCHG Schwab US Large-Cap Growth | 0.72% | 17,277,037 | $432.6M | Add +0.6% |
| VOO Vanguard S&P 500 ETF | 0.67% | 782,836 | $402.3M | Add +3.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.67% | 1,548,750 | $400.5M | Add +10.7% |
| HD Home Depot Inc. | 0.62% | 1,018,551 | $373.2M | Add +4.8% |
| TSLA Tesla Inc. | 0.61% | 1,409,395 | $365.3M | Reduce -34.5% |
| IEMG iShares Core MSCI Emerging | 0.58% | 6,486,050 | $350.1M | Add +5.0% |
| WMT Walmart Inc. | 0.58% | 3,969,079 | $348.4M | Add +6.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.58% | 1,570,085 | $348.2M | Add +11.3% |
| IVW iShares S&P 500 Growth ETF | 0.57% | 3,662,628 | $340.0M | Reduce -0.2% |
| COST Costco Wholesale Corp. | 0.56% | 357,112 | $337.7M | Add +0.3% |
| IWY iShares Russell Top 200 Grow | 0.56% | 1,587,297 | $334.8M | Add +6.0% |
| V Visa Inc. Class A | 0.54% | 926,384 | $324.6M | Add +4.8% |
| MA Mastercard Inc. Class A | 0.53% | 577,867 | $316.7M | Add +0.6% |
| AMGN Amgen Inc. | 0.53% | 1,014,919 | $316.2M | Add +11.0% |
| TMUS T-Mobile US Inc. | 0.50% | 1,121,737 | $299.2M | Add +2.7% |
| APO Apollo Global Management Inc. | 0.48% | 2,121,606 | $290.5M | Add +487.1% |
| CVX Chevron Corp. | 0.47% | 1,682,137 | $281.4M | Reduce -0.3% |
| JNJ Johnson & Johnson | 0.47% | 1,692,210 | $280.6M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 0.46% | 1,787,429 | $279.2M | Add +7.9% |
| VIG Vanguard Dividend Apprec ETF | 0.46% | 1,427,487 | $276.9M | Reduce -0.2% |
| XOM Exxon Mobil Corp. | 0.44% | 2,233,977 | $265.7M | Add +22.8% |
| NOW ServiceNow Inc. | 0.43% | 327,672 | $260.9M | Add +5.8% |
| MRK Merck & Co. Inc. | 0.41% | 2,738,173 | $245.8M | Add +52.5% |
| EFA iShares MSCI Eafe ETF | 0.40% | 2,926,968 | $239.3M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.39% | 752,057 | $234.8M | Add +1.6% |
| ABBV Abbvie Inc. | 0.39% | 1,110,497 | $232.6M | Add +2.5% |
| SCHD Schwab US DVD Equity ETF | 0.38% | 8,235,659 | $230.3M | Add +0.3% |
| IEF iShares 7-10 Year Treasury B | 0.38% | 2,370,576 | $226.1M | Add +26.9% |
| UNH Unitedhealth Group Inc. | 0.38% | 430,869 | $225.6M | Reduce -14.9% |
| SCHV Schwab US Large-Cap Value | 0.36% | 8,247,544 | $219.2M | Add +3.7% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.36% | 274 | $218.8M | Add +682.9% |
| SCHX Schwab US Large-Cap ETF | 0.36% | 9,874,440 | $218.0M | Reduce -2.9% |
| SYK Stryker Corp. | 0.36% | 584,416 | $217.3M | Add +2.4% |
| MUB iShares National Muni Bond E | 0.35% | 1,987,573 | $209.5M | Add +2.9% |
| IVE iShares S&P 500 Value ETF | 0.35% | 1,096,426 | $208.9M | Reduce -0.9% |
| IWF iShares Russell 1000 Growth | 0.34% | 563,439 | $203.5M | Add +3.2% |
| PNC PNC Financial Services Group | 0.33% | 1,135,461 | $199.5M | Add +13.5% |
| NEE Nextera Energy Inc. | 0.33% | 2,806,549 | $198.9M | Add +3.6% |
| NDAQ Nasdaq Inc. | 0.32% | 2,547,371 | $193.2M | Add +3.3% |
| GLW Corning Inc. | 0.32% | 4,154,818 | $190.2M | Add +7.4% |
| IJR iShares Core S&P Small-Cap E | 0.30% | 1,748,838 | $182.9M | Reduce -3.1% |
| VNQ Vanguard Real Estate ETF | 0.30% | 2,007,756 | $181.8M | Add +5.3% |
| TTWO Take-Two Interactive Softwre | 0.30% | 871,685 | $180.7M | Add +4.5% |
| DGRO iShares Core Dividend Growth | 0.30% | 2,888,439 | $178.4M | Reduce -5.3% |
| SCHF Schwab Intl Equity ETF | 0.29% | 8,900,370 | $176.1M | Reduce -0.3% |
| ABT Abbott Laboratories | 0.28% | 1,287,201 | $170.7M | Add +1.1% |
| WMB Williams Cos Inc. | 0.28% | 2,807,491 | $167.8M | Add +9.0% |
| TMO Thermo Fisher Scientific Inc. | 0.28% | 336,973 | $167.7M | Reduce -4.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.27% | 1,354,285 | $164.9M | Add +2.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.27% | 4,495,888 | $163.7M | Reduce -12.6% |
| IXUS iShares Core Intl Stock ETF | 0.27% | 2,307,685 | $161.3M | Add +4.3% |
| ORCL Oracle Corp. | 0.27% | 1,141,501 | $159.6M | Add +6.4% |
| PGR Progressive Corp. | 0.26% | 558,158 | $157.9M | Add +223.4% |
| IWB iShares Russell 1000 ETF | 0.26% | 508,740 | $156.1M | Add +0.6% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.26% | 3,142,242 | $155.9M | Add +4.8% |
| UNP Union Pacific Corp. | 0.26% | 658,092 | $155.4M | Add +5.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.25% | 434,236 | $153.1M | Add +8.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.24% | 2,226,741 | $146.4M | Reduce -6.0% |
| IWR iShares Russell Mid-Cap ETF | 0.24% | 1,700,229 | $144.6M | Add +3.7% |
| PEP Pepsico Inc. | 0.24% | 961,465 | $144.2M | Add +3.8% |
| LIN Linde PLC | 0.23% | 299,204 | $139.3M | Add +297.6% |
| T AT&T Inc. | 0.23% | 4,837,213 | $136.8M | Add +1.7% |
| CSCO Cisco Systems Inc. | 0.23% | 2,193,296 | $135.3M | Add +5.9% |
| ITOT iShares Core S&P Total U.S. | 0.22% | 1,101,726 | $134.3M | Reduce -1.3% |
| PRF Invesco Rafi US 1000 ETF | 0.22% | 3,302,798 | $133.5M | Add +5.5% |
| WM Waste Management Inc. | 0.22% | 566,805 | $131.2M | Add +2.1% |
| DUK Duke Energy Corp. | 0.22% | 1,071,017 | $130.6M | Add +3.3% |
| NFLX Netflix Inc. | 0.21% | 138,540 | $129.2M | Add +9.7% |
| IWM iShares Russell 2000 ETF | 0.21% | 640,124 | $127.7M | Reduce -9.7% |
| GLD SPDR Gold Shares | 0.21% | 441,820 | $127.3M | Add +62.7% |
| TT Trane Technologies PLC | 0.21% | 377,633 | $127.2M | Add +5.1% |
| TXN Texas Instruments Inc. | 0.21% | 698,295 | $125.5M | Add +6.4% |
| BIV Vanguard Intermediate-Term B | 0.21% | 1,614,483 | $123.6M | Add +2.7% |
| LULU Lululemon Athletica Inc. | 0.20% | 433,160 | $122.7M | Add +4.8% |
| PSX Phillips 66 | 0.20% | 993,065 | $122.6M | Add +4.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.20% | 475,805 | $122.2M | Add +2.0% |
| FISV Fiserv Inc. | 0.19% | 530,304 | $117.1M | Add +2.8% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $8.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 4,041 | $4.9M | Add +5.5% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 2,372 | $2.9M | Reduce -3.8% |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 26,644 | $650K | Reduce -4.5% |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | 23,773 | $295K | Add +0.0% |
| DRTSW Alpha Tau Medical Ltd. -27 | *W EXP 99/99/999 | 93,888 | $22K | No change |
| SLDPW Decarbonization Plus -CW23 | *W EXP 12/08/202 | 10,166 | $2K | Add +1.7% |
| AIIOW NWTN Inc. -CW27 | *W EXP 11/11/202 | 20,000 | $500 | No change |
Total filed on the 13F, all lines: $60.1B.
Portfolio Sells Q4 2024 → Q1 2025
| TSLA Tesla Inc. | Reduce -34.5% | 0.61% | −0.85 |
| AMD Advanced Micro Devices | Reduce -53.8% | 0.13% | −0.21 |
| PRU Prudential Financial Inc. | Reduce -67.4% | 0.09% | −0.20 |
| ADBE Adobe Inc. | Reduce -64.4% | 0.09% | −0.20 |
| TXT Textron Inc. | Reduce -92.3% | 0.01% | −0.14 |
| BALL Ball Corp. | Reduce -87.6% | 0.01% | −0.10 |
| ANET Arista Networks Inc. | Reduce -12.3% | 0.11% | −0.07 |
| ALB Albemarle Corp. | Reduce -57.4% | 0.04% | −0.07 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.2% | 0.57% | −0.06 |
| APP AppLovin Corp. Class A | Reduce -47.7% | 0.04% | −0.06 |
| UNH Unitedhealth Group Inc. | Reduce -14.9% | 0.38% | −0.05 |
| IWM iShares Russell 2000 ETF | Reduce -9.7% | 0.21% | −0.05 |
| DASH DoorDash Inc. Class A | Reduce -80.1% | 0.01% | −0.05 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.1% | 0.30% | −0.04 |
| XLK SS Technology Select Sector | Reduce -5.9% | 0.18% | −0.04 |
| MCHP Microchip Technology Inc. | Reduce -33.5% | 0.05% | −0.04 |
| DDOG Datadog Inc. Class A | Reduce -86.1% | 0.00% | −0.04 |
| SCHX Schwab US Large-Cap ETF | Reduce -2.9% | 0.36% | −0.03 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -6.0% | 0.24% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -4.3% | 0.28% | −0.03 |
| BOXX Alpha Architect 1-3 MNTH Box | Reduce -44.1% | 0.04% | −0.03 |
| TGT Target Corp. | Reduce -1.4% | 0.08% | −0.03 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -82.8% | 0.01% | −0.03 |
| MINT PIMCO Enhanced Short Maturit | Reduce -27.7% | 0.06% | −0.03 |
| IHDG Wisdomtree International Hed | Reduce -53.4% | 0.02% | −0.02 |
| BKNG Booking Holdings Inc. | Reduce -5.4% | 0.15% | −0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -12.6% | 0.27% | −0.02 |
| SNOW Snowflake Inc. | Reduce -31.1% | 0.04% | −0.02 |
| LMT Lockheed Martin Corp. | Reduce -14.4% | 0.08% | −0.02 |
| DHR Danaher Corp. | Reduce -6.8% | 0.10% | −0.02 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -18.9% | 0.09% | −0.02 |
| URI United Rentals Inc. | Reduce -5.0% | 0.10% | −0.02 |
| DAY Dayforce Inc. | Reduce -87.3% | 0.00% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Reduce -1.3% | 0.22% | −0.02 |
| DGRO iShares Core Dividend Growth | Reduce -5.3% | 0.30% | −0.02 |
| PCOR Procore Technologies Inc. | Reduce -89.3% | 0.00% | −0.02 |
| CMCSA Comcast Corp. Class A | Reduce -10.3% | 0.11% | −0.02 |
| MUA BlackRock Muniassets Fund | Reduce -74.4% | 0.01% | −0.02 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -36.6% | 0.02% | −0.01 |
| AZO AutoZone Inc. | Reduce -33.3% | 0.05% | −0.01 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -15.9% | 0.04% | −0.01 |
| OEF iShares S&P 100 ETF | Reduce -6.8% | 0.09% | −0.01 |
| VT Vanguard Tot World STK ETF | Reduce -6.3% | 0.15% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -0.1% | 0.11% | −0.01 |
| ARKK ARK Innovation ETF | Reduce -21.0% | 0.02% | −0.01 |
| XLY SS Consumer Disc Select Sect | Reduce -20.4% | 0.03% | −0.01 |
| AMAT Applied Materials Inc. | Reduce -4.4% | 0.07% | −0.01 |
| DT Dynatrace Inc. | Reduce -88.4% | 0.00% | −0.01 |
| AVUV Avantis US Small Cap Value | Reduce -5.8% | 0.06% | −0.01 |
| PYPL PayPal Holdings Inc. | Reduce -4.2% | 0.03% | −0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| APO Apollo Global Management Inc. | Add +487.1% | 0.48% | +0.38 |
| BRK.A Berkshire Hathaway Inc. Class A | Add +682.9% | 0.36% | +0.32 |
| AGG iShares Core U.S. Aggregate | Add +15.9% | 1.52% | +0.22 |
| VEA Vanguard Ftse Developed ETF | Add +3.4% | 2.51% | +0.20 |
| PGR Progressive Corp. | Add +223.4% | 0.26% | +0.19 |
| LIN Linde PLC | Add +297.6% | 0.23% | +0.18 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +2.5% | 0.96% | +0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +17.7% | 0.88% | +0.14 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +10.4% | 1.29% | +0.13 |
| AMGN Amgen Inc. | Add +11.0% | 0.53% | +0.13 |
| XOM Exxon Mobil Corp. | Add +22.8% | 0.44% | +0.11 |
| CDNS Cadence Design SYS Inc. | Add +584.9% | 0.13% | +0.11 |
| MRK Merck & Co. Inc. | Add +52.5% | 0.41% | +0.11 |
| GLD SPDR Gold Shares | Add +62.7% | 0.21% | +0.10 |
| TMUS T-Mobile US Inc. | Add +2.7% | 0.50% | +0.09 |
| CINF Cincinnati Financial Corp. | Add +421.3% | 0.11% | +0.09 |
| IEF iShares 7-10 Year Treasury B | Add +26.9% | 0.38% | +0.09 |
| LLY Eli Lilly & Co. | Add +4.9% | 0.81% | +0.08 |
| P Everpure Inc. Class A | Add +3514.4% | 0.08% | +0.08 |
| JNJ Johnson & Johnson | Add +4.8% | 0.47% | +0.07 |
| HFXI Nylim Ftse Intr Eq CN ETF-Ui | Add +3355.2% | 0.07% | +0.07 |
| V Visa Inc. Class A | Add +4.8% | 0.54% | +0.07 |
| ABBV Abbvie Inc. | Add +2.5% | 0.39% | +0.06 |
| JCPB JPMorgan Core Plus Bond ETF | Add +46.7% | 0.19% | +0.06 |
| AEP American Electric Power | Add +176.2% | 0.08% | +0.06 |
| PG The Procter & Gamble Co. | Add +6.5% | 0.82% | +0.06 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +58.1% | 0.15% | +0.05 |
| JPM JPMorgan Chase & Co. | Add +3.5% | 1.13% | +0.05 |
| IBM Intl Business Machines Corp. | Add +24.3% | 0.18% | +0.05 |
| SPGI S&P Global Inc. | Add +71.7% | 0.12% | +0.05 |
| KR Kroger Co. | Add +324.6% | 0.06% | +0.05 |
| T AT&T Inc. | Add +1.7% | 0.23% | +0.05 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +10.7% | 0.67% | +0.05 |
| WMB Williams Cos Inc. | Add +9.0% | 0.28% | +0.04 |
| TTWO Take-Two Interactive Softwre | Add +4.5% | 0.30% | +0.04 |
| ABT Abbott Laboratories | Add +1.1% | 0.28% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +5.0% | 0.58% | +0.04 |
| UBER Uber Technologies Inc. | Add +39.2% | 0.10% | +0.04 |
| VWO Vanguard Ftse Emerging Marke | Add +2.4% | 0.98% | +0.04 |
| META Meta Platforms Inc. Class A | Add +6.8% | 0.97% | +0.04 |
| PLTR Palantir Technologies Inc. Class A | Add +33.7% | 0.11% | +0.04 |
| MO Altria Group Inc. | Add +42.4% | 0.09% | +0.04 |
| TREE Lendingtree Inc. | Add +7.0% | 0.13% | +0.04 |
| DFUS Dimensional US Eq MKT ETF | Add +35.6% | 0.16% | +0.03 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +61.0% | 0.08% | +0.03 |
| AZN Astrazeneca PLC-Spons ADR | Add +121.6% | 0.06% | +0.03 |
| DUHP Dimensional US High Profi Et | Add +100.4% | 0.07% | +0.03 |
| MCD McDonald's Corp. | Add +1.6% | 0.39% | +0.03 |
| WM Waste Management Inc. | Add +2.1% | 0.22% | +0.03 |
| DFAI Dimensional International Co. | Add +18.1% | 0.15% | +0.03 |
Notes & Other Activity Q4 2024 → Q1 2025
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +5.5% | 4,041 | $4.9M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -3.8% | 2,372 | $2.9M |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | Reduce -4.5% | 26,644 | $650K |
| DJTWW Trump Media & Technology Gro | *W EXP 03/25/202 | Add +0.0% | 23,773 | $295K |
| TBLAW Taboola.com Ltd. -CW27 | *W EXP 99/99/999 | Sold out | 29,899 | $10Kbefore exit |
| SLDPW Decarbonization Plus -CW23 | *W EXP 12/08/202 | Add +1.7% | 10,166 | $2K |
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 |