Meridian Wealth Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 6, 2026), Meridian Wealth Management, LLC reported 761 stock positions worth $2.8 billion. Its top holding was Nvidia (NVDA) at 4.9% of the portfolio, followed by Exxon Mobil (XOM, 4.1%) and Apple (AAPL, 3.8%). Compared with Q4 2025, it opened 66 new positions, sold out of 56, added to 343 and reduced 298. The biggest buy was Exxon Mobil (XOM, shares +1%) and the biggest sale Robinhood Markets Class A (HOOD, shares −95%).
- Most Recent 13F
- Q2 2026
- Location
- LEXINGTON, KY
- CIK
- 0001697300
- Portfolio Value
- $2.8B (Q1 2026)
- SEC Filing
- 0001697300-26-000004 ↗ filed May 6, 2026
Holdings Value
Holdings 761 stocks · $2.8B
| NVDA Nvidia Corp. | 4.88% | 786,947 | $137.2M | Reduce -1.9% |
| XOM Exxon Mobil Corp. | 4.13% | 684,549 | $116.1M | Add +1.2% |
| AAPL Apple Inc. | 3.81% | 422,545 | $107.2M | Reduce -1.5% |
| QQQ Invesco QQQ Trust Series 1 | 3.43% | 167,058 | $96.4M | Add +2.8% |
| AMZN Amazon.com Inc. | 2.71% | 366,672 | $76.4M | Reduce -4.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.33% | 100,803 | $65.6M | Add +5.9% |
| MSFT Microsoft Corp. | 2.23% | 169,280 | $62.7M | Reduce -1.0% |
| GOOGL Alphabet Inc. Class A | 2.05% | 200,519 | $57.7M | Reduce -5.2% |
| JPM JPMorgan Chase & Co. | 2.02% | 193,088 | $56.8M | Reduce -1.9% |
| AVGO Broadcom Inc. | 1.46% | 132,838 | $41.1M | Add +0.2% |
| META Meta Platforms Inc. Class A | 1.33% | 65,645 | $37.6M | Add +4.6% |
| GLD SPDR Gold Shares | 1.31% | 85,389 | $36.7M | Add +17.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 76,222 | $36.5M | Add +6.2% |
| IVV iShares Core S&P 500 ETF | 1.06% | 45,451 | $29.7M | Reduce -0.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.02% | 65,289 | $28.6M | Reduce -1.8% |
| GOOG Alphabet Inc. Class C | 0.98% | 96,544 | $27.7M | Reduce -4.0% |
| SPMO Invesco S&P 500 Momentum ETF | 0.98% | 246,978 | $27.7M | Add +0.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.98% | 81,620 | $27.6M | Add +23.7% |
| TSLA Tesla Inc. | 0.94% | 71,195 | $26.5M | Reduce -1.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.92% | 132,533 | $26.0M | Add +2.4% |
| SCHG Schwab US Large-Cap Growth | 0.91% | 876,273 | $25.5M | Add +2.6% |
| CAT Caterpillar Inc. | 0.83% | 32,776 | $23.2M | Reduce -9.7% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.78% | 855,270 | $22.0M | Add +2.8% |
| WMT Walmart Inc. | 0.77% | 173,985 | $21.6M | Add +5.4% |
| BND Vanguard Total Bond Market | 0.73% | 277,700 | $20.4M | Add +2.1% |
| VOO Vanguard S&P 500 ETF | 0.70% | 32,764 | $19.6M | Add +10.0% |
| PLTR Palantir Technologies Inc. Class A | 0.68% | 130,559 | $19.1M | Reduce -2.8% |
| AER Aercap Holdings NV | 0.67% | 138,276 | $19.0M | Add +7.0% |
| COST Costco Wholesale Corp. | 0.64% | 18,063 | $18.0M | Reduce -1.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.63% | 55,047 | $17.7M | Add +0.9% |
| ABBV Abbvie Inc. | 0.59% | 76,404 | $16.6M | Add +1.6% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.59% | 75,953 | $16.5M | Add +3.0% |
| AMD Advanced Micro Devices | 0.58% | 79,803 | $16.2M | Add +27.1% |
| MU Micron Technology Inc. | 0.58% | 48,008 | $16.2M | Add +606.3% |
| CVX Chevron Corp. | 0.57% | 77,691 | $16.1M | Reduce -0.0% |
| ISRG Intuitive Surgical Inc. | 0.55% | 33,870 | $15.6M | Reduce -0.4% |
| SHOP Shopify Inc. Class A | 0.52% | 123,830 | $14.7M | Reduce -9.7% |
| SCHF Schwab Intl Equity ETF | 0.52% | 587,923 | $14.6M | Add +1.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.51% | 255,324 | $14.4M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 212,780 | $14.4M | Add +0.5% |
| SLV iShares Silver Trust | 0.50% | 205,248 | $14.0M | Add +13.1% |
| KLAC KLA Corp. | 0.49% | 9,456 | $13.9M | Reduce -1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.49% | 180,158 | $13.8M | Reduce -3.7% |
| JNJ Johnson & Johnson | 0.49% | 56,350 | $13.8M | Add +6.5% |
| DGRO iShares Core Dividend Growth | 0.48% | 193,078 | $13.6M | Add +2.3% |
| IEFA iShares Core MSCI Eafe ETF | 0.48% | 148,237 | $13.4M | Add +9.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.47% | 392,738 | $13.3M | Add +2.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 53,785 | $13.1M | Add +2.2% |
| LLY Eli Lilly & Co. | 0.45% | 13,836 | $12.7M | Add +0.1% |
| GDX Vaneck Gold Miners ETF | 0.43% | 132,055 | $12.1M | Reduce -0.5% |
| AUSF Global X Adaptive US Factor | 0.43% | 250,494 | $12.1M | Reduce -13.6% |
| SCHB Schwab US Broad Market ETF | 0.42% | 470,835 | $11.8M | Add +0.8% |
| HD Home Depot Inc. | 0.41% | 34,981 | $11.5M | Reduce -4.7% |
| XSMO Invesco S&P Smallcap Momentu | 0.40% | 147,335 | $11.2M | Reduce -10.2% |
| RTX RTX Corp. | 0.37% | 54,674 | $10.5M | Reduce -1.8% |
| IWR iShares Russell Mid-Cap ETF | 0.36% | 105,634 | $10.3M | Add +297.0% |
| SHV iShares 0-1 Year Treasury Bo | 0.35% | 90,487 | $10.0M | Add +4.8% |
| SYBT Stock Yards Bancorp Inc. | 0.35% | 150,004 | $9.9M | No change |
| XFIV Bondbloxx BBG 5 YR US Treas | 0.34% | 195,869 | $9.6M | Add +4.8% |
| SOXX iShares Semiconductor ETF | 0.34% | 28,733 | $9.4M | Reduce -4.5% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.33% | 102,307 | $9.4M | Add +29.2% |
| V Visa Inc. Class A | 0.32% | 29,937 | $9.0M | Reduce -2.7% |
| RDVY First Trust Rising Dividend | 0.32% | 131,365 | $9.0M | Add +2051.4% |
| IDMO Invesco S&P International DE | 0.32% | 162,458 | $8.9M | Add +19.0% |
| PEP Pepsico Inc. | 0.31% | 55,974 | $8.7M | Reduce -0.4% |
| TFLO iShares Treasury Floating Ra | 0.31% | 170,670 | $8.6M | Add +6.2% |
| MRK Merck & Co. Inc. | 0.31% | 71,654 | $8.6M | Reduce -1.5% |
| MA Mastercard Inc. Class A | 0.30% | 16,808 | $8.4M | Reduce -2.5% |
| PG The Procter & Gamble Co. | 0.29% | 57,416 | $8.3M | Add +0.2% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.29% | 6,227 | $8.2M | Add +25.8% |
| ORCL Oracle Corp. | 0.29% | 55,297 | $8.1M | Reduce -8.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.29% | 82,676 | $8.1M | Reduce -12.6% |
| XLV SS Health Care Select Sector | 0.28% | 54,541 | $8.0M | Add +90.8% |
| VCIT Vanguard Int-Term Corporate | 0.28% | 96,312 | $8.0M | Add +1.4% |
| NFLX Netflix Inc. | 0.27% | 79,441 | $7.6M | Reduce -8.6% |
| IGM iShares Expanded Tech Sector | 0.27% | 64,135 | $7.6M | Reduce -0.1% |
| UNP Union Pacific Corp. | 0.27% | 31,046 | $7.5M | Add +5.0% |
| SCHM Schwab US Mid Cap ETF | 0.27% | 240,950 | $7.5M | Reduce -0.1% |
| DE Deere & Co. | 0.26% | 13,010 | $7.3M | Reduce -2.5% |
| SCHJ Schwab 1-5 YR Corp. BND ETF | 0.26% | 293,635 | $7.3M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.26% | 58,352 | $7.3M | Add +4.0% |
| KMI Kinder Morgan Inc. | 0.25% | 208,107 | $7.0M | Add +4.6% |
| JMBS Janus Henderson Mortg Backed | 0.25% | 153,802 | $6.9M | Add +12.9% |
| GE General Electric filed as GE AEROSPACE | 0.25% | 24,384 | $6.9M | Reduce -3.3% |
| SCHA Schwab US Small-Cap ETF | 0.24% | 233,327 | $6.8M | Add +0.5% |
| VIG Vanguard Dividend Apprec ETF | 0.24% | 31,419 | $6.8M | Reduce -1.8% |
| VEA Vanguard Ftse Developed ETF | 0.24% | 105,125 | $6.7M | Add +4.9% |
| IQLT iShares MSCI International Q | 0.23% | 142,974 | $6.6M | Reduce -2.5% |
| CDX Simplify High Yield ETF | 0.23% | 308,412 | $6.6M | Reduce -3.4% |
| IWM iShares Russell 2000 ETF | 0.23% | 25,657 | $6.4M | Add +50.3% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.22% | 79,857 | $6.3M | Reduce -13.5% |
| GEV GE Vernova Inc. | 0.22% | 7,094 | $6.2M | Add +2.8% |
| PANW Palo Alto Networks Inc. | 0.22% | 38,597 | $6.2M | Add +8.8% |
| VRP Invesco Variable Rate Prefer | 0.22% | 256,434 | $6.1M | Add +7.0% |
| ANET Arista Networks Inc. | 0.21% | 49,118 | $6.0M | Add +3.6% |
| KYN Kayne Anderson Energy Infra | 0.21% | 409,280 | $5.8M | Add +4.3% |
| EFA iShares MSCI Eafe ETF | 0.21% | 59,947 | $5.8M | Add +10.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.21% | 12,562 | $5.8M | Reduce -0.5% |
| GILD Gilead Sciences Inc. | 0.21% | 41,715 | $5.8M | Reduce -0.3% |
| PWB Invesco Large Cap Growth ETF | 0.20% | 45,610 | $5.7M | Reduce -2.6% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($14.2M), SPY puts ($7.6M), SPDR GOLD TR puts ($1.5M), NVIDIA CORPORATION calls ($970K), ISHARES SILVER TR puts ($846K), UNH puts ($762K), BRISTOL-MYERS SQUIBB CO puts ($527K), VANECK ETF TRUST puts ($396K), AMPLIFY ETF TR puts ($395K), APPLE INC puts ($379K), MICROSOFT CORP puts ($329K), NVDA calls ($291K), and 3 more.
Other holdings (1): bonds, preferreds, convertibles and warrants · $4.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 81,405 | $4.6M | Add +7.5% |
Total filed on the 13F, all lines: $2.8B.
Portfolio Sells Q4 2025 → Q1 2026
| HOOD Robinhood Markets Inc. Class A | Reduce -94.9% | 0.03% | −0.80 |
| MSFT Microsoft Corp. | Reduce -1.0% | 2.23% | −0.69 |
| AMZN Amazon.com Inc. | Reduce -4.5% | 2.71% | −0.41 |
| NVDA Nvidia Corp. | Reduce -1.9% | 4.88% | −0.40 |
| AAPL Apple Inc. | Reduce -1.5% | 3.81% | −0.30 |
| GOOGL Alphabet Inc. Class A | Reduce -5.2% | 2.05% | −0.28 |
| SHOP Shopify Inc. Class A | Reduce -9.7% | 0.52% | −0.26 |
| JPM JPMorgan Chase & Co. | Reduce -1.9% | 2.02% | −0.22 |
| TSLA Tesla Inc. | Reduce -1.1% | 0.94% | −0.20 |
| PLTR Palantir Technologies Inc. Class A | Reduce -2.8% | 0.68% | −0.16 |
| RDDT Reddit Inc. Class A | Reduce -1.3% | 0.19% | −0.13 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -61.9% | 0.07% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -4.0% | 0.98% | −0.13 |
| ORCL Oracle Corp. | Reduce -8.6% | 0.29% | −0.13 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -1.8% | 1.02% | −0.13 |
| ISRG Intuitive Surgical Inc. | Reduce -0.4% | 0.55% | −0.12 |
| SOFI Sofi Technologies Inc. | Reduce -87.1% | 0.01% | −0.11 |
| TRI Thomson Reuters Corp. | Reduce -88.6% | 0.01% | −0.11 |
| ROP Roper Technologies Inc. | Reduce -90.2% | 0.01% | −0.11 |
| IWP iShares Russell Mid-Cap Grow | Reduce -47.2% | 0.10% | −0.10 |
| PAYX Paychex Inc. | Reduce -89.8% | 0.01% | −0.09 |
| XMMO Invesco S&P Midcap Momentum | Sold out | 0.00% | −0.08 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -15.5% | 0.19% | −0.08 |
| INOD Innodata Inc. | Sold out | 0.00% | −0.08 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -12.6% | 0.29% | −0.07 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -71.6% | 0.02% | −0.07 |
| V Visa Inc. Class A | Reduce -2.7% | 0.32% | −0.06 |
| EPI Wisdomtree India Earnings | Reduce -30.8% | 0.09% | −0.06 |
| NOW ServiceNow Inc. | Reduce -41.7% | 0.04% | −0.06 |
| FLDR Fidelity Low Durat Fact ETF | Reduce -67.4% | 0.03% | −0.05 |
| RIOT Riot Platforms Inc. | Reduce -79.0% | 0.01% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -10.6% | 0.14% | −0.05 |
| MA Mastercard Inc. Class A | Reduce -2.5% | 0.30% | −0.05 |
| IVV iShares Core S&P 500 ETF | Reduce -0.4% | 1.06% | −0.05 |
| BKNG Booking Holdings Inc. | Reduce -29.0% | 0.06% | −0.04 |
| AUSF Global X Adaptive US Factor | Reduce -13.6% | 0.43% | −0.04 |
| BAC Bank of America Corp. | Reduce -26.6% | 0.08% | −0.04 |
| IMMP Immutep Ltd.-SP ADR | Reduce -1.1% | 0.01% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.7% | 0.49% | −0.04 |
| PGR Progressive Corp. | Reduce -39.0% | 0.04% | −0.04 |
| FISV Fiserv Inc. | Reduce -15.3% | 0.09% | −0.04 |
| HD Home Depot Inc. | Reduce -4.7% | 0.41% | −0.04 |
| APP AppLovin Corp. Class A | Reduce -1.8% | 0.05% | −0.04 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -13.5% | 0.22% | −0.03 |
| RKLB Rocket Lab Corp. | Reduce -65.0% | 0.02% | −0.03 |
| SPGI S&P Global Inc. | Reduce -6.7% | 0.10% | −0.03 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -9.2% | 0.18% | −0.03 |
| GE General Electric | Reduce -3.3% | 0.25% | −0.03 |
| GSLC Goldman Activebeta US LC ETF | Reduce -29.9% | 0.05% | −0.03 |
| IYW iShares Ustechnology ETF | Reduce -9.8% | 0.12% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| XOM Exxon Mobil Corp. | Add +1.2% | 4.13% | +1.26 |
| MU Micron Technology Inc. | Add +606.3% | 0.58% | +0.51 |
| RDVY First Trust Rising Dividend | Add +2051.4% | 0.32% | +0.30 |
| GLD SPDR Gold Shares | Add +17.4% | 1.31% | +0.29 |
| IWR iShares Russell Mid-Cap ETF | Add +297.0% | 0.36% | +0.27 |
| TSM Taiwan Semiconductor-SP ADR | Add +23.7% | 0.98% | +0.27 |
| XLV SS Health Care Select Sector | Add +90.8% | 0.28% | +0.13 |
| WMT Walmart Inc. | Add +5.4% | 0.77% | +0.12 |
| BE Bloom Energy Corp. Class A | Add +291.0% | 0.14% | +0.12 |
| ASML ASML Holding NV-NY Reg SHS | Add +25.8% | 0.29% | +0.11 |
| JNJ Johnson & Johnson | Add +6.5% | 0.49% | +0.10 |
| AMD Advanced Micro Devices | Add +27.1% | 0.58% | +0.10 |
| SAMT Strategas Macro Them Opps | New | 0.09% | +0.09 |
| SLV iShares Silver Trust | Add +13.1% | 0.50% | +0.08 |
| CNQ Canadian Natural Resources | New | 0.08% | +0.08 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +29.2% | 0.33% | +0.08 |
| IWM iShares Russell 2000 ETF | Add +50.3% | 0.23% | +0.08 |
| SMLF iShares US Smallcap Equity F | New | 0.06% | +0.06 |
| WMS Advanced Drainage Systems Inc. | New | 0.06% | +0.06 |
| GEV GE Vernova Inc. | Add +2.8% | 0.22% | +0.06 |
| AAUA Alpha Architect US Equ 3 ETF | New | 0.06% | +0.06 |
| XME SS SPDR S&P Metals Mining | Add +48.5% | 0.16% | +0.06 |
| ACIO Aptus Collared Invest Opp | Add +73.1% | 0.14% | +0.06 |
| KMI Kinder Morgan Inc. | Add +4.6% | 0.25% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +31.8% | 0.10% | +0.05 |
| FRDM Freedom 100 Emeging MRKT ETF | New | 0.05% | +0.05 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +2.4% | 0.92% | +0.05 |
| DUK Duke Energy Corp. | Add +58.0% | 0.12% | +0.05 |
| XLE SS Energy Select Sector | Add +1.5% | 0.18% | +0.05 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +422.8% | 0.06% | +0.05 |
| NLR Vaneck Urani & Nuclr ETF-Usd | New | 0.05% | +0.05 |
| IDMO Invesco S&P International DE | Add +19.0% | 0.32% | +0.05 |
| SOXQ Invesco PHLX Semiconductor | Add +62.5% | 0.11% | +0.05 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.1% | 0.48% | +0.05 |
| SILJ Amplify Junior Silver Miners | New | 0.05% | +0.05 |
| DIVI Franklin International Core | New | 0.05% | +0.05 |
| XLK SS Technology Select Sector | Add +62.0% | 0.13% | +0.04 |
| FXI iShares China Large-Cap ETF | New | 0.04% | +0.04 |
| IPKW Invesco International Buybac | New | 0.04% | +0.04 |
| UPS United Parcel Service Class B | Add +88.5% | 0.08% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.9% | 2.33% | +0.04 |
| VOO Vanguard S&P 500 ETF | Add +10.0% | 0.70% | +0.04 |
| PFF iShares Preferred & Income S | Add +104.6% | 0.07% | +0.04 |
| KYN Kayne Anderson Energy Infra | Add +4.3% | 0.21% | +0.04 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Add +3.0% | 0.59% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +36.9% | 0.12% | +0.03 |
| WFC Wells Fargo & Co. | Add +106.5% | 0.08% | +0.03 |
| FE Firstenergy Corp. | Add +7.0% | 0.19% | +0.03 |
| UPRO Proshares Ultrapro S&P 500 | New | 0.03% | +0.03 |
| LVHI Franklin International Low V | Add +9.6% | 0.18% | +0.03 |
Options Activity Q4 2025 → Q1 2026
| STATE STR SPDR S&P 500 ETF T | put | New | 31,500 | $14.2M |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 16,900 | $7.6M |
| SPDR GOLD TR | put | New | 3,600 | $1.5M |
| NVIDIA CORPORATION | call | New | 2,000 | $970K |
| ISHARES SILVER TR | put | New | 42,400 | $846K |
| UNH Unitedhealth Group Inc. | put | New | 1,600 | $762K |
| BRISTOL-MYERS SQUIBB CO | put | New | 8,500 | $527K |
| VANECK ETF TRUST | put | New | 3,300 | $396K |
| AMPLIFY ETF TR | put | New | 43,100 | $395K |
| APPLE INC | put | New | 2,000 | $379K |
| MICROSOFT CORP | put | New | 1,000 | $329K |
| NVDA Nvidia Corp. | call | New | 600 | $291K |
| IVV iShares Core S&P 500 ETF | put | New | 400 | $261K |
| ALPHABET INC | put | New | 1,800 | $244K |
| EW Edwards Lifesciences Corp. | put | New | 2,900 | $232K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | Add +7.5% | 81,405 | $4.6M |
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 |