Meridian Wealth Management, LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Meridian Wealth Management, LLC reported 808 stock positions worth $3.2 billion. Its top holding was Nvidia (NVDA) at 4.5% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 3.9%) and Apple (AAPL, 3.8%). Compared with Q1 2026, it opened 94 new positions, sold out of 48, added to 348 and reduced 317. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +2%) and the biggest sale Exxon Mobil (XOM, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- LEXINGTON, KY
- CIK
- 0001697300
- Portfolio Value
- $3.2B (Q2 2026)
- SEC Filing
- 0001697300-26-000010 ↗ filed Aug 5, 2026
Holdings Value
Holdings 808 stocks · $3.2B
| NVDA Nvidia Corp. | 4.53% | 728,772 | $145.8M | Reduce -7.4% |
| QQQ Invesco QQQ Trust Series 1 | 3.89% | 170,017 | $125.2M | Add +1.8% |
| AAPL Apple Inc. | 3.81% | 424,395 | $122.8M | Add +0.4% |
| XOM Exxon Mobil Corp. | 2.74% | 645,636 | $88.3M | Reduce -5.7% |
| AMZN Amazon.com Inc. | 2.61% | 352,472 | $84.0M | Reduce -3.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.37% | 102,346 | $76.4M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 2.15% | 194,206 | $69.4M | Reduce -3.1% |
| JPM JPMorgan Chase & Co. | 1.99% | 195,616 | $64.0M | Add +1.3% |
| MSFT Microsoft Corp. | 1.93% | 166,473 | $62.1M | Reduce -1.7% |
| MU Micron Technology Inc. | 1.67% | 46,508 | $53.7M | Reduce -3.1% |
| AVGO Broadcom Inc. | 1.60% | 136,509 | $51.6M | Add +2.8% |
| AMD Advanced Micro Devices | 1.40% | 77,535 | $45.0M | Reduce -2.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.29% | 87,014 | $41.6M | Add +6.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.16% | 74,514 | $37.3M | Reduce -2.2% |
| CAT Caterpillar Inc. | 1.10% | 33,139 | $35.3M | Add +1.1% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.09% | 399,284 | $35.2M | Add +1.9% |
| SPMO Invesco S&P 500 Momentum ETF | 1.07% | 213,710 | $34.5M | Reduce -13.5% |
| GOOG Alphabet Inc. Class C | 1.06% | 96,830 | $34.2M | Add +0.3% |
| IVV iShares Core S&P 500 ETF | 1.05% | 45,063 | $33.7M | Reduce -0.8% |
| META Meta Platforms Inc. Class A | 1.00% | 57,460 | $32.4M | Reduce -12.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.95% | 140,666 | $30.6M | Add +6.1% |
| TSLA Tesla Inc. | 0.94% | 71,678 | $30.1M | Add +0.7% |
| SCHG Schwab US Large-Cap Growth | 0.93% | 889,403 | $30.1M | Add +1.5% |
| AER Aercap Holdings NV | 0.83% | 183,574 | $26.8M | Add +32.8% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.74% | 923,625 | $23.8M | Add +8.0% |
| GLD SPDR Gold Shares | 0.69% | 60,480 | $22.3M | Reduce -29.2% |
| VOO Vanguard S&P 500 ETF | 0.69% | 32,325 | $22.2M | Reduce -1.3% |
| BND Vanguard Total Bond Market | 0.67% | 291,941 | $21.4M | Add +5.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.64% | 56,076 | $20.8M | Add +1.9% |
| ABBV Abbvie Inc. | 0.60% | 77,358 | $19.5M | Add +1.3% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 77,936 | $18.9M | Add +2.6% |
| LLY Eli Lilly & Co. | 0.56% | 15,030 | $18.0M | Add +8.6% |
| WMT Walmart Inc. | 0.55% | 157,755 | $17.9M | Reduce -9.3% |
| SOXX iShares Semiconductor ETF | 0.53% | 26,698 | $17.1M | Reduce -7.1% |
| COST Costco Wholesale Corp. | 0.53% | 18,177 | $17.0M | Add +0.6% |
| IEFA iShares Core MSCI Eafe ETF | 0.52% | 172,923 | $16.7M | Add +16.6% |
| SCHF Schwab Intl Equity ETF | 0.51% | 592,590 | $16.4M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 0.49% | 206,803 | $15.9M | Reduce -2.8% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.48% | 255,696 | $15.5M | Add +0.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.48% | 174,804 | $15.4M | Reduce -3.0% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 54,546 | $15.3M | Add +1.4% |
| DGRO iShares Core Dividend Growth | 0.46% | 195,870 | $14.8M | Add +1.4% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.46% | 403,016 | $14.7M | Add +2.6% |
| SCHB Schwab US Broad Market ETF | 0.42% | 471,477 | $13.7M | Add +0.1% |
| JNJ Johnson & Johnson | 0.42% | 53,587 | $13.6M | Reduce -4.9% |
| HD Home Depot Inc. | 0.42% | 38,157 | $13.5M | Add +9.1% |
| XSMO Invesco S&P Smallcap Momentu | 0.41% | 142,592 | $13.4M | Reduce -3.2% |
| IDMO Invesco S&P International DE | 0.41% | 220,360 | $13.3M | Add +35.6% |
| PANW Palo Alto Networks Inc. | 0.39% | 37,279 | $12.7M | Reduce -3.4% |
| CVX Chevron Corp. | 0.39% | 75,174 | $12.5M | Reduce -3.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.39% | 6,244 | $12.4M | Add +0.3% |
| SYBT Stock Yards Bancorp Inc. | 0.38% | 160,054 | $12.2M | Add +6.7% |
| AUSF Global X Adaptive US Factor | 0.37% | 246,844 | $12.1M | Reduce -1.5% |
| MRVL Marvell Technology Inc. | 0.37% | 40,046 | $11.9M | Add +18.6% |
| IWR iShares Russell Mid-Cap ETF | 0.37% | 107,200 | $11.8M | Add +1.5% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 96,261 | $11.2M | Reduce -26.3% |
| RDVY First Trust Rising Dividend | 0.34% | 136,876 | $11.1M | Add +4.2% |
| SLV iShares Silver Trust | 0.33% | 200,770 | $10.7M | Reduce -2.2% |
| RTX RTX Corp. | 0.32% | 54,160 | $10.3M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.32% | 79,604 | $10.2M | Add +11.1% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.31% | 13,253 | $10.1M | Reduce -3.1% |
| V Visa Inc. Class A | 0.30% | 28,615 | $9.8M | Reduce -4.4% |
| GE General Electric filed as GE AEROSPACE | 0.30% | 26,159 | $9.8M | Add +7.3% |
| GDX Vaneck Gold Miners ETF | 0.30% | 129,245 | $9.8M | Reduce -2.1% |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.30% | 199,084 | $9.7M | Add +1.6% |
| ISRG Intuitive Surgical Inc. | 0.30% | 24,114 | $9.6M | Reduce -28.8% |
| IGM iShares Expanded Tech Sector | 0.30% | 58,381 | $9.5M | Reduce -9.0% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.30% | 80,247 | $9.5M | Reduce -2.9% |
| XLV SS Health Care Select Sector | 0.30% | 59,932 | $9.5M | Add +9.9% |
| KLAC KLA Corp. | 0.29% | 30,990 | $9.4M | Reduce -67.2% |
| BE Bloom Energy Corp. Class A | 0.29% | 30,723 | $9.3M | Add +6.2% |
| XMMO Invesco S&P Midcap Momentum | 0.28% | 52,993 | $9.0M | New |
| SCHM Schwab US Mid Cap ETF | 0.28% | 244,499 | $9.0M | Add +1.5% |
| GEV GE Vernova Inc. | 0.27% | 7,437 | $8.7M | Add +4.8% |
| LRCX Lam Research Corp. | 0.27% | 20,080 | $8.7M | Add +22.8% |
| INTC Intel Corp. | 0.27% | 62,178 | $8.6M | Add +325.8% |
| SCHA Schwab US Small-Cap ETF | 0.26% | 234,510 | $8.5M | Add +0.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.26% | 92,187 | $8.4M | Reduce -9.9% |
| AMAT Applied Materials Inc. | 0.26% | 11,645 | $8.4M | Add +7.7% |
| PG The Procter & Gamble Co. | 0.26% | 56,947 | $8.4M | Reduce -0.8% |
| UNP Union Pacific Corp. | 0.25% | 29,947 | $8.1M | Reduce -3.5% |
| SMH Vaneck Semiconductor ETF | 0.25% | 12,376 | $8.1M | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 0.25% | 54,787 | $8.1M | Reduce -6.1% |
| ANET Arista Networks Inc. | 0.25% | 46,940 | $8.0M | Reduce -4.4% |
| VCIT Vanguard Int-Term Corporate | 0.25% | 96,225 | $8.0M | Reduce -0.1% |
| DE Deere & Co. | 0.25% | 12,507 | $7.9M | Reduce -3.9% |
| JMBS Janus Henderson Mortg Backed | 0.24% | 172,231 | $7.7M | Add +12.0% |
| IWM iShares Russell 2000 ETF | 0.24% | 25,657 | $7.7M | No change |
| BKGI BNY Mellon GLBL Infra Inc. | 0.24% | 168,392 | $7.6M | New |
| PWB Invesco Large Cap Growth ETF | 0.23% | 44,884 | $7.6M | Reduce -1.6% |
| PEP Pepsico Inc. | 0.23% | 55,538 | $7.5M | Reduce -0.8% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.23% | 301,188 | $7.4M | Add +2.6% |
| OEF iShares S&P 100 ETF | 0.23% | 20,084 | $7.3M | Add +54.2% |
| FTEC Fidelity MSCI Info Tech Indx | 0.22% | 25,285 | $7.2M | Add +38.8% |
| VEA Vanguard Ftse Developed ETF | 0.22% | 101,859 | $7.2M | Reduce -3.1% |
| NBIS Nebius Group NV | 0.22% | 25,592 | $7.1M | New |
| VIG Vanguard Dividend Apprec ETF | 0.22% | 29,847 | $7.1M | Reduce -5.0% |
| XLK SS Technology Select Sector | 0.21% | 36,329 | $6.9M | Add +31.4% |
| IQLT iShares MSCI International Q | 0.21% | 137,805 | $6.8M | Reduce -3.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.21% | 12,799 | $6.7M | Add +1.9% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($8.9M), SPDR GOLD TR puts ($1.3M), MASTERCARD INCORPORATED puts ($924K), SPY puts ($857K), UNITEDHEALTH GROUP INC calls ($857K), ISHARES SILVER TR puts ($798K), UNH puts ($762K), NVIDIA CORPORATION calls ($728K), NVDA calls ($582K), BRISTOL-MYERS SQUIBB CO puts ($527K), AMGEN INC puts ($436K), BOEING CO calls ($401K), and 9 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $4.1M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 77,579 | $4.1M | Reduce -4.7% |
Total filed on the 13F, all lines: $3.2B.
Portfolio Sells Q1 2026 → Q2 2026
| XOM Exxon Mobil Corp. | Reduce -5.7% | 2.74% | −1.39 |
| GLD SPDR Gold Shares | Reduce -29.2% | 0.69% | −0.61 |
| SHOP Shopify Inc. Class A | Reduce -68.7% | 0.14% | −0.38 |
| NVDA Nvidia Corp. | Reduce -7.4% | 4.53% | −0.35 |
| PLTR Palantir Technologies Inc. Class A | Reduce -26.3% | 0.35% | −0.33 |
| META Meta Platforms Inc. Class A | Reduce -12.5% | 1.00% | −0.33 |
| MSFT Microsoft Corp. | Reduce -1.7% | 1.93% | −0.30 |
| ISRG Intuitive Surgical Inc. | Reduce -28.8% | 0.30% | −0.26 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -62.9% | 0.11% | −0.24 |
| WMT Walmart Inc. | Reduce -9.3% | 0.55% | −0.21 |
| KLAC KLA Corp. | Reduce -67.2% | 0.29% | −0.20 |
| CVX Chevron Corp. | Reduce -3.2% | 0.39% | −0.18 |
| TFLO iShares Treasury Floating Ra | Reduce -49.5% | 0.14% | −0.17 |
| SLV iShares Silver Trust | Reduce -2.2% | 0.33% | −0.16 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -2.2% | 1.16% | −0.14 |
| MA Mastercard Inc. Class A | Reduce -38.7% | 0.16% | −0.13 |
| GDX Vaneck Gold Miners ETF | Reduce -2.1% | 0.30% | −0.13 |
| AMZN Amazon.com Inc. | Reduce -3.9% | 2.61% | −0.11 |
| SPGI S&P Global Inc. | Sold out | 0.00% | −0.10 |
| EPI Wisdomtree India Earnings | Sold out | 0.00% | −0.09 |
| ORCL Oracle Corp. | Reduce -17.6% | 0.21% | −0.08 |
| WAT Waters Corp. | Reduce -91.0% | 0.01% | −0.08 |
| PEP Pepsico Inc. | Reduce -0.8% | 0.23% | −0.08 |
| FNF Fidelity National Financial | Sold out | 0.00% | −0.08 |
| EQH Equitable Holdings Inc. | Reduce -89.1% | 0.01% | −0.07 |
| NOC Northrop Grumman Corp. | Reduce -3.9% | 0.12% | −0.07 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -9.9% | 0.26% | −0.07 |
| JNJ Johnson & Johnson | Reduce -4.9% | 0.42% | −0.07 |
| KMI Kinder Morgan Inc. | Reduce -10.0% | 0.19% | −0.06 |
| RTX RTX Corp. | Reduce -0.9% | 0.32% | −0.06 |
| AUSF Global X Adaptive US Factor | Reduce -1.5% | 0.37% | −0.06 |
| FISV Fiserv Inc. | Reduce -50.9% | 0.03% | −0.06 |
| CRM Salesforce Inc. | Reduce -1.6% | 0.13% | −0.05 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Sold out | 0.00% | −0.05 |
| KYN Kayne Anderson Energy Infra | Reduce -8.8% | 0.16% | −0.05 |
| FE Firstenergy Corp. | Reduce -8.5% | 0.14% | −0.05 |
| GILD Gilead Sciences Inc. | Reduce -2.0% | 0.16% | −0.05 |
| XLE SS Energy Select Sector | Reduce -1.1% | 0.13% | −0.04 |
| IPKW Invesco International Buybac | Sold out | 0.00% | −0.04 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Reduce -0.1% | 0.25% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -0.8% | 0.26% | −0.04 |
| RSP Invesco S&P 500 Equal Weight | Reduce -25.5% | 0.09% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -2.6% | 0.19% | −0.03 |
| NVS Novartis AG-Sponsored ADR | Reduce -65.7% | 0.01% | −0.03 |
| UPRO Proshares Ultrapro S&P 500 | Sold out | 0.00% | −0.03 |
| WFC Wells Fargo & Co. | Reduce -32.3% | 0.05% | −0.03 |
| LMT Lockheed Martin Corp. | Reduce -4.0% | 0.07% | −0.03 |
| BKNG Booking Holdings Inc. | Reduce -43.1% | 0.03% | −0.03 |
| ADBE Adobe Inc. | Reduce -69.2% | 0.01% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 3.89% | +0.46 |
| TSM Taiwan Semiconductor-SP ADR | Add +6.6% | 1.29% | +0.31 |
| XMMO Invesco S&P Midcap Momentum | New | 0.28% | +0.28 |
| CAT Caterpillar Inc. | Add +1.1% | 1.10% | +0.27 |
| MRVL Marvell Technology Inc. | Add +18.6% | 0.37% | +0.25 |
| INTC Intel Corp. | Add +325.8% | 0.27% | +0.24 |
| BKGI BNY Mellon GLBL Infra Inc. | New | 0.24% | +0.24 |
| NBIS Nebius Group NV | New | 0.22% | +0.22 |
| AER Aercap Holdings NV | Add +32.8% | 0.83% | +0.16 |
| DRAM Roundhill Memory ETF | New | 0.15% | +0.15 |
| BE Bloom Energy Corp. Class A | Add +6.2% | 0.29% | +0.15 |
| LRCX Lam Research Corp. | Add +22.8% | 0.27% | +0.15 |
| SPCX Space Exploration Techn Class A | New | 0.15% | +0.15 |
| AVGO Broadcom Inc. | Add +2.8% | 1.60% | +0.14 |
| AMAT Applied Materials Inc. | Add +7.7% | 0.26% | +0.13 |
| DELL Dell Technologies -C | Add +430.9% | 0.13% | +0.12 |
| LLY Eli Lilly & Co. | Add +8.6% | 0.56% | +0.11 |
| IDMO Invesco S&P International DE | Add +35.6% | 0.41% | +0.10 |
| ASML ASML Holding NV-NY Reg SHS | Add +0.3% | 0.39% | +0.09 |
| FTEC Fidelity MSCI Info Tech Indx | Add +38.8% | 0.22% | +0.09 |
| VNQ Vanguard Real Estate ETF | Add +231.6% | 0.13% | +0.09 |
| FRDM Freedom 100 Emeging MRKT ETF | Add +122.6% | 0.14% | +0.08 |
| XLK SS Technology Select Sector | Add +31.4% | 0.21% | +0.08 |
| D Dominion Energy Inc. | Add +197.9% | 0.13% | +0.08 |
| OEF iShares S&P 100 ETF | Add +54.2% | 0.23% | +0.08 |
| BHP BHP Group Ltd.-Spon ADR | New | 0.08% | +0.08 |
| SOXQ Invesco PHLX Semiconductor | Add +3.3% | 0.19% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +0.3% | 1.06% | +0.08 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +1.9% | 1.09% | +0.08 |
| SAMT Strategas Macro Them Opps | Add +75.4% | 0.16% | +0.07 |
| FIG Figma Inc. Class A | New | 0.07% | +0.07 |
| HGRO Hedgeye Quality Growth ETF | New | 0.06% | +0.06 |
| RIO Rio Tinto PLC-Spon ADR | New | 0.06% | +0.06 |
| GE General Electric | Add +7.3% | 0.30% | +0.06 |
| WDC Western Digital Corp. | Add +84.7% | 0.07% | +0.05 |
| GEV GE Vernova Inc. | Add +4.8% | 0.27% | +0.05 |
| MUB iShares National Muni Bond E | Add +104.6% | 0.11% | +0.05 |
| SNDK Sandisk Corp. | New | 0.05% | +0.05 |
| GLW Corning Inc. | Add +95.3% | 0.07% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.5% | 2.37% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +16.6% | 0.52% | +0.04 |
| IYW iShares Ustechnology ETF | Add +9.0% | 0.16% | +0.04 |
| CSCO Cisco Systems Inc. | Add +13.3% | 0.11% | +0.04 |
| QLD Proshares Ultra QQQ | Add +13.7% | 0.10% | +0.04 |
| AXSM Axsome Therapeutics Inc. | Add +0.0% | 0.17% | +0.04 |
| IBDT iShares Ibonds Dec 2028 ETF | Add +372.6% | 0.04% | +0.03 |
| ARM Arm Holdings PLC-ADR | Add +30.5% | 0.05% | +0.03 |
| ARTY iShares Future AI & Tech ETF | New | 0.03% | +0.03 |
| SSO Proshares Ultra S&P500 | Add +26.7% | 0.09% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +48.2% | 0.08% | +0.03 |
Options Activity Q1 2026 → Q2 2026
| STATE STR SPDR S&P 500 ETF T | put | Reduce -37.1% | 19,800 | $8.9M |
| MASTERCARD INCORPORATED | put | New | 1,800 | $924K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Reduce -88.8% | 1,900 | $857K |
| UNITEDHEALTH GROUP INC | call | New | 1,800 | $857K |
| ISHARES SILVER TR | put | Reduce -5.7% | 40,000 | $798K |
| NVIDIA CORPORATION | call | Reduce -25.0% | 1,500 | $728K |
| NVDA Nvidia Corp. | call | Add +100.0% | 1,200 | $582K |
| AMGEN INC | put | New | 1,700 | $436K |
| BOEING CO | call | New | 1,900 | $401K |
| AMPLIFY ETF TR | put | Reduce -7.2% | 40,000 | $366K |
| VANECK ETF TRUST | put | Reduce -9.1% | 3,000 | $295K |
| APPLIED OPTOELECTRONICS INC | put | New | 1,900 | $282K |
| AVGO Broadcom Inc. | call | New | 300 | $262K |
| IVV iShares Core S&P 500 ETF | put | Sold out | 400 | $261Kbefore exit |
| ALPHABET INC | call | New | 1,900 | $258K |
| CITIGROUP INC | call | New | 1,800 | $252K |
| ALPHABET INC | put | Sold out | 1,800 | $244Kbefore 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 2026 → Q2 2026
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | Reduce -4.7% | 77,579 | $4.1M |
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 | 808 | $3.2B | NVDA, QQQ, AAPL, XOM, AMZN |
| Q1 2026 | 761 | $2.8B | NVDA, XOM, AAPL, QQQ, AMZN |
| Q4 2025 | 751 | $2.8B | NVDA, AAPL, QQQ, AMZN, MSFT |
| Q3 2025 | 706 | $2.6B | NVDA, AAPL, QQQ, MSFT, XOM |
| Q2 2025 | 669 | $2.3B | NVDA, QQQ, AAPL, MSFT, XOM |
| Q1 2025 | 619 | $2.1B | NVDA, AAPL, XOM, QQQ, AMZN |
| Q4 2024 | 624 | $2.1B | NVDA, AAPL, QQQ, XOM, MSFT |
| Q3 2024 | 626 | $2.0B | NVDA, AAPL, XOM, QQQ, MSFT |
| Q2 2024 | 289 | $833.0M | NVDA, XOM, SPY, JPM, GOOGL |
| Q1 2024 | 199 | $600.7M | MSFT, AAPL, AMZN, BRK.B, IVV |