Mgo One Seven LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 7, 2024), Mgo One Seven LLC reported 955 stock positions worth $2.1 billion. Its top holding was Nvidia (NVDA) at 5.8% of the portfolio, followed by Apple (AAPL, 3.5%) and Microsoft (MSFT, 2.4%). Compared with Q1 2024, it opened 118 new positions, sold out of 59, added to 452 and reduced 357. The biggest buy was Nvidia (NVDA, shares +7%) and the biggest sale iShares Russell Top 200 Grow (IWY, shares −82%).
- Most Recent 13F
- Q2 2026
- Location
- Beachwood, OH
- CIK
- 0001731444
- Portfolio Value
- $2.1B (Q2 2024)
- SEC Filing
- 0001172661-24-003135 ↗ filed Aug 7, 2024
Holdings Value
Holdings 955 stocks · $2.1B
| NVDA Nvidia Corp. | 5.79% | 986,206 | $121.8M | Add +7.3% |
| AAPL Apple Inc. | 3.46% | 346,219 | $72.9M | Add +0.0% |
| MSFT Microsoft Corp. | 2.38% | 112,336 | $50.2M | Add +1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.83% | 240,077 | $38.5M | Add +67.9% |
| JPST JPMorgan Ultra-Short Income | 1.73% | 722,216 | $36.5M | Add +105.5% |
| AMZN Amazon.com Inc. | 1.37% | 149,430 | $28.9M | Add +14.0% |
| BKIE BNY Mellon Intl Eqty ETF | 1.28% | 363,086 | $27.0M | New |
| SCHG Schwab US Large-Cap Growth | 1.20% | 250,820 | $25.3M | Add +712.8% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.12% | 63,236 | $23.7M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.07% | 41,585 | $22.6M | Add +12.7% |
| JPM JPMorgan Chase & Co. | 0.85% | 88,997 | $18.0M | Add +0.2% |
| SCHD Schwab US DVD Equity ETF | 0.77% | 209,668 | $16.3M | Add +7.1% |
| VOO Vanguard S&P 500 ETF | 0.75% | 31,547 | $15.8M | Add +2.1% |
| QQQ Invesco QQQ Trust Series 1 | 0.75% | 32,876 | $15.8M | Add +27.4% |
| XLF SS Financial Select Sector | 0.73% | 374,734 | $15.4M | Reduce -18.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.73% | 281,002 | $15.3M | Reduce -24.6% |
| BKLC BNY Mellon US LRG Cap Cor | 0.70% | 142,877 | $14.8M | New |
| GOOG Alphabet Inc. Class C | 0.67% | 77,215 | $14.2M | Add +2.0% |
| JEPI JPMorgan Equity Premium Inco | 0.67% | 248,531 | $14.1M | Reduce -15.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.67% | 52,426 | $14.0M | Add +10.4% |
| META Meta Platforms Inc. Class A | 0.64% | 26,748 | $13.5M | Add +1.5% |
| VOOV Vanguard S&P 500 Value ETF | 0.64% | 76,724 | $13.5M | Add +3.5% |
| SGOV iShares 0-3 Month Treasury B | 0.63% | 132,634 | $13.4M | Add +37.6% |
| PG The Procter & Gamble Co. | 0.62% | 79,411 | $13.1M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.59% | 13,733 | $12.4M | Add +59.2% |
| BND Vanguard Total Bond Market | 0.58% | 170,227 | $12.3M | Add +453.1% |
| V Visa Inc. Class A | 0.58% | 46,391 | $12.2M | Add +8.7% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.56% | 241,788 | $11.8M | Reduce -21.1% |
| GOOGL Alphabet Inc. Class A | 0.56% | 64,529 | $11.8M | Add +5.8% |
| XOM Exxon Mobil Corp. | 0.56% | 101,808 | $11.7M | Add +13.8% |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 63,924 | $11.7M | Add +3.1% |
| OUSA Alps Oshares US Quality Divi | 0.55% | 233,502 | $11.6M | Add +3.1% |
| UMAR Innovator U.S. Equity Ultra | 0.51% | 318,373 | $10.7M | Reduce -29.0% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.51% | 192,051 | $10.7M | Reduce -2.4% |
| IVV iShares Core S&P 500 ETF | 0.50% | 19,272 | $10.5M | Add +5.5% |
| COST Costco Wholesale Corp. | 0.50% | 12,393 | $10.5M | Add +36.2% |
| TPL Texas Pacific Land Corp. | 0.50% | 14,322 | $10.5M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 25,684 | $10.4M | Add +3.9% |
| AVGO Broadcom Inc. | 0.49% | 6,461 | $10.4M | Add +12.0% |
| VOYA Voya Financial Inc. | 0.48% | 141,534 | $10.1M | Add +0.0% |
| VEA Vanguard Ftse Developed ETF | 0.47% | 198,860 | $9.8M | Add +37.9% |
| ORCL Oracle Corp. | 0.46% | 68,269 | $9.6M | Add +25.4% |
| VGT Vanguard Info Tech ETF | 0.46% | 16,670 | $9.6M | Reduce -32.3% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.45% | 98,539 | $9.6M | Add +19.8% |
| MRK Merck & Co. Inc. | 0.45% | 77,166 | $9.6M | Add +25.5% |
| FSK FS KKR Capital Corp. | 0.44% | 469,519 | $9.3M | Reduce -5.8% |
| FV First Trust DW Focus 5 Fund | 0.43% | 157,529 | $9.0M | Add +2.2% |
| QUAL iShares MSCI USA Quality Fac | 0.42% | 51,865 | $8.9M | Add +4.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.41% | 126,570 | $8.7M | New |
| YMAR FT VT Int Equ M B- Mar-US I | 0.41% | 372,412 | $8.6M | Add +1.3% |
| XLE SS Energy Select Sector | 0.41% | 93,716 | $8.5M | Add +2.6% |
| EIPI FT Energy Income ETF | 0.41% | 459,640 | $8.5M | New |
| VTIP Vanguard Short-Term Tips | 0.40% | 175,221 | $8.5M | Add +917.8% |
| TSLX Sixth Street Specialty Lendi | 0.39% | 386,575 | $8.3M | Reduce -13.1% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.38% | 91,775 | $8.1M | Add +6.7% |
| HD Home Depot Inc. | 0.38% | 23,410 | $8.1M | Reduce -0.7% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.38% | 87,527 | $8.0M | Add +103.9% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.38% | 124,677 | $8.0M | Add +15.3% |
| RITM Rithm Capital Corp. | 0.38% | 724,818 | $7.9M | Reduce -11.0% |
| FPE FT-Preferred Secur & Inc. ETF | 0.37% | 453,271 | $7.9M | Add +10.6% |
| ARCC Ares Capital Corp. | 0.36% | 365,065 | $7.6M | Reduce -6.0% |
| IMCG iShares Morningstar Mid-Cap | 0.36% | 111,250 | $7.5M | Add +0.4% |
| MINT PIMCO Enhanced Short Maturit | 0.36% | 74,614 | $7.5M | Add +106.4% |
| JNJ Johnson & Johnson | 0.35% | 50,755 | $7.4M | Reduce -6.4% |
| PANW Palo Alto Networks Inc. | 0.35% | 21,732 | $7.4M | Reduce -2.3% |
| DIVO Amplify CWP Enhan Divid ETF | 0.35% | 188,660 | $7.3M | Add +1.0% |
| BSCO Invesco Bulletshares 2024 CB | 0.34% | 337,228 | $7.1M | Reduce -0.5% |
| NFLX Netflix Inc. | 0.33% | 10,415 | $7.0M | Add +52.7% |
| BSCP Invesco Bulletshares 2025 CB | 0.33% | 338,341 | $6.9M | Add +0.4% |
| IJH iShares Core S&P Midcap ETF | 0.32% | 116,705 | $6.8M | Add +15.3% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.31% | 157,284 | $6.5M | Add +2273.7% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.31% | 26,976 | $6.5M | Add +1.2% |
| IWY iShares Russell Top 200 Grow | 0.30% | 29,665 | $6.4M | Reduce -82.2% |
| FTSM First Trust Enh Short Mat FD | 0.30% | 106,766 | $6.4M | Add +0.8% |
| HESM Hess Midstream LP Class A | 0.30% | 174,476 | $6.4M | Add +20.3% |
| DGRO iShares Core Dividend Growth | 0.30% | 109,938 | $6.3M | Reduce -72.0% |
| VWO Vanguard Ftse Emerging Marke | 0.29% | 141,324 | $6.2M | Reduce -16.9% |
| IJR iShares Core S&P Small-Cap E | 0.29% | 56,874 | $6.1M | Reduce -26.4% |
| GLD SPDR Gold Shares | 0.29% | 28,178 | $6.1M | Add +11.7% |
| MA Mastercard Inc. Class A | 0.29% | 13,673 | $6.0M | Add +45.3% |
| LECO Lincoln Electric Holdings | 0.28% | 30,826 | $5.8M | Reduce -7.2% |
| IAU iShares Gold Trust | 0.28% | 132,045 | $5.8M | Reduce -33.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.27% | 84,748 | $5.8M | Add +22.3% |
| TSLA Tesla Inc. | 0.27% | 28,658 | $5.7M | Add +4.4% |
| IYK iShares US Consumer Staples | 0.27% | 85,880 | $5.6M | Add +46.5% |
| CSCO Cisco Systems Inc. | 0.27% | 118,118 | $5.6M | Reduce -2.0% |
| BSCQ Invesco Bulletshares 2026 CB | 0.26% | 290,503 | $5.6M | Add +6.5% |
| RWAY Runway Growth Finance Corp. | 0.26% | 469,001 | $5.5M | Add +28.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 36,532 | $5.5M | Reduce -2.6% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 31,309 | $5.4M | Reduce -8.5% |
| CGGR Cap Group Growth Equity | 0.26% | 165,245 | $5.4M | New |
| VOX Vanguard Communication Servi | 0.26% | 38,932 | $5.4M | Reduce -0.3% |
| FPF First TR Interm Dur & Inc. | 0.25% | 290,797 | $5.3M | Reduce -13.2% |
| EWX State Street SPDR S&P Emergi | 0.25% | 92,075 | $5.3M | Add +1.1% |
| BIV Vanguard Intermediate-Term B | 0.25% | 70,242 | $5.3M | Add +0.2% |
| SJNK SS SPDR BB St Hi Yield ETF | 0.24% | 205,166 | $5.1M | Add +57.0% |
| ICSH iShares Ultra Short Duration | 0.24% | 100,988 | $5.1M | Add +28.1% |
| SMH Vaneck Semiconductor ETF | 0.24% | 19,322 | $5.0M | Add +34.8% |
| NEE Nextera Energy Inc. | 0.24% | 70,212 | $5.0M | Add +2.7% |
| UNH Unitedhealth Group Inc. | 0.23% | 9,706 | $4.9M | Add +6.7% |
Options reported separately and not counted above: SCHW puts ($1.2M), NVDA puts ($618K), SOFI puts ($598K), LLY puts ($453K), SMH puts ($130K), MRVL puts ($70K), PAYX puts ($59K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $3K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LVWR.WS Livewire Group Inc.-27 | *W EXP 09/26/202 | 17,413 | $3K | New |
Total filed on the 13F, all lines: $2.1B.
Portfolio Sells Q1 2024 → Q2 2024
| IWY iShares Russell Top 200 Grow | Reduce -82.2% | 0.30% | −1.38 |
| IQLT iShares MSCI International Q | Reduce -84.6% | 0.21% | −1.29 |
| DGRO iShares Core Dividend Growth | Reduce -72.0% | 0.30% | −0.89 |
| FEN First TR Enrgy Inc. & GRW | Sold out | 0.00% | −0.54 |
| TIP iShares Tips Bond ETF | Reduce -69.9% | 0.15% | −0.41 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -24.6% | 0.73% | −0.40 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.37 |
| OMFS Invesco RSL 2000 DYN Mltfctr | Reduce -76.8% | 0.08% | −0.31 |
| SCHF Schwab Intl Equity ETF | Reduce -85.1% | 0.05% | −0.31 |
| GIGB Goldman Sachs Inv GRD Corp. | Reduce -92.0% | 0.02% | −0.29 |
| XLF SS Financial Select Sector | Reduce -18.3% | 0.73% | −0.27 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -85.8% | 0.04% | −0.27 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -70.1% | 0.08% | −0.26 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Reduce -85.2% | 0.04% | −0.26 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -83.5% | 0.05% | −0.26 |
| UMAR Innovator U.S. Equity Ultra | Reduce -29.0% | 0.51% | −0.25 |
| SPYV SS SPDR P S&P 500 Value ETF | Reduce -21.1% | 0.56% | −0.24 |
| FIXD First Trust Smith Opportunis | Reduce -81.7% | 0.04% | −0.22 |
| JEPI JPMorgan Equity Premium Inco | Reduce -15.5% | 0.67% | −0.22 |
| VGT Vanguard Info Tech ETF | Reduce -32.3% | 0.46% | −0.21 |
| IDV iShares International Select | Reduce -71.3% | 0.06% | −0.18 |
| LECO Lincoln Electric Holdings | Reduce -7.2% | 0.28% | −0.17 |
| IAU iShares Gold Trust | Reduce -33.9% | 0.28% | −0.16 |
| IJR iShares Core S&P Small-Cap E | Reduce -26.4% | 0.29% | −0.16 |
| QDF NT Qual Div ETF | Reduce -78.8% | 0.03% | −0.14 |
| BALT Inn Defined Wealth Shield | Reduce -54.4% | 0.08% | −0.11 |
| KOMP SS SPDR S&P Kensho Ne Comp | Reduce -65.8% | 0.05% | −0.11 |
| TSLX Sixth Street Specialty Lendi | Reduce -13.1% | 0.39% | −0.10 |
| LDUR PIMCO Enhanced Low Duration | Reduce -41.5% | 0.12% | −0.10 |
| XT Ishar Fture Exp Tech ETF-Usd | Reduce -60.9% | 0.06% | −0.10 |
| RITM Rithm Capital Corp. | Reduce -11.0% | 0.38% | −0.10 |
| JNJ Johnson & Johnson | Reduce -6.4% | 0.35% | −0.09 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -84.1% | 0.02% | −0.09 |
| SCHH Schwab US REIT ETF | Sold out | 0.00% | −0.09 |
| HD Home Depot Inc. | Reduce -0.7% | 0.38% | −0.09 |
| SPTI SS SPDR P Int Term TSY ETF | Reduce -77.6% | 0.02% | −0.09 |
| VWO Vanguard Ftse Emerging Marke | Reduce -16.9% | 0.29% | −0.08 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.21% | −0.07 |
| INTC Intel Corp. | Reduce -0.0% | 0.13% | −0.07 |
| UDEC Innovator U.S. Equity Ultra | Reduce -23.5% | 0.19% | −0.07 |
| AMD Advanced Micro Devices | Reduce -9.5% | 0.19% | −0.06 |
| UJAN Innovator U.S. Equity Ultra | Reduce -15.5% | 0.23% | −0.06 |
| ARCC Ares Capital Corp. | Reduce -6.0% | 0.36% | −0.06 |
| FPF First TR Interm Dur & Inc. | Reduce -13.2% | 0.25% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -6.2% | 0.16% | −0.06 |
| DDEC FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.06 |
| FDEC FT Vest U.S. Equity Buffer E | Reduce -76.5% | 0.02% | −0.05 |
| FSK FS KKR Capital Corp. | Reduce -5.8% | 0.44% | −0.05 |
| SYLD Cambria Shareholder Yield Et | Reduce -12.7% | 0.16% | −0.05 |
| CLIP Global X 1-3 Month T-Bill | Sold out | 0.00% | −0.05 |
Portfolio Buys Q1 2024 → Q2 2024
| NVDA Nvidia Corp. | Add +7.3% | 5.79% | +1.47 |
| BKIE BNY Mellon Intl Eqty ETF | New | 1.28% | +1.28 |
| SCHG Schwab US Large-Cap Growth | Add +712.8% | 1.20% | +1.05 |
| JPST JPMorgan Ultra-Short Income | Add +105.5% | 1.73% | +0.81 |
| BKLC BNY Mellon US LRG Cap Cor | New | 0.70% | +0.70 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +67.9% | 1.83% | +0.62 |
| BND Vanguard Total Bond Market | Add +453.1% | 0.58% | +0.47 |
| VYMI Vanguard Int High DVD YLD Inc. | New | 0.41% | +0.41 |
| EIPI FT Energy Income ETF | New | 0.41% | +0.41 |
| AAPL Apple Inc. | Add +0.0% | 3.46% | +0.38 |
| VTIP Vanguard Short-Term Tips | Add +917.8% | 0.40% | +0.36 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2273.7% | 0.31% | +0.30 |
| CGGR Cap Group Growth Equity | New | 0.26% | +0.26 |
| LLY Eli Lilly & Co. | Add +59.2% | 0.59% | +0.24 |
| BLV Vanguard Long-Term Bond ETF | New | 0.20% | +0.20 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +103.9% | 0.38% | +0.18 |
| MINT PIMCO Enhanced Short Maturit | Add +106.4% | 0.36% | +0.17 |
| COST Costco Wholesale Corp. | Add +36.2% | 0.50% | +0.15 |
| CGDV Cap Group Dividend Value | New | 0.15% | +0.15 |
| QQQ Invesco QQQ Trust Series 1 | Add +27.4% | 0.75% | +0.15 |
| IAUM iShares Gold Trust Micro | New | 0.15% | +0.15 |
| AMZN Amazon.com Inc. | Add +14.0% | 1.37% | +0.14 |
| SPHY SS SPDR P High Yield ETF | Add +1246.6% | 0.15% | +0.14 |
| HYLB Xtrackers Usd High Yield Cor | Add +672.5% | 0.16% | +0.13 |
| SGOV iShares 0-3 Month Treasury B | Add +37.6% | 0.63% | +0.13 |
| XME SS SPDR S&P Metals Mining | New | 0.12% | +0.12 |
| NFLX Netflix Inc. | Add +52.7% | 0.33% | +0.12 |
| OMFL Invesco Russell 1000 DYN M/F | Add +1009.5% | 0.13% | +0.12 |
| VGIT Vanguard Intermediate-Term T | New | 0.11% | +0.11 |
| IEF iShares 7-10 Year Treasury B | Add +160.2% | 0.19% | +0.11 |
| BKLN Invesco Senior Loan ETF | Add +346.7% | 0.14% | +0.11 |
| ORCL Oracle Corp. | Add +25.4% | 0.46% | +0.10 |
| XHLF Bondbloxx BBG 6 MTH US Treas | New | 0.10% | +0.10 |
| GE General Electric | Add +139.6% | 0.20% | +0.10 |
| FMAY FT Vest US Equity Buffer ETF | Add +502.8% | 0.12% | +0.10 |
| AMT American Tower Corp. | Add +230.8% | 0.14% | +0.10 |
| AVGO Broadcom Inc. | Add +12.0% | 0.49% | +0.09 |
| CLIP Global X 1-3 Month T-Bill | New | 0.09% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +37.9% | 0.47% | +0.09 |
| APD Air Products & Chemicals Inc. | Add +85.8% | 0.20% | +0.09 |
| XLK SS Technology Select Sector | Add +67.7% | 0.22% | +0.09 |
| GOOGL Alphabet Inc. Class A | Add +5.8% | 0.56% | +0.08 |
| IEI iShares 3-7 Year Treasury Bo | Add +159.2% | 0.14% | +0.08 |
| VGSH Vanguard Short-Term Treasury | New | 0.08% | +0.08 |
| GOOG Alphabet Inc. Class C | Add +2.0% | 0.67% | +0.07 |
| SJNK SS SPDR BB St Hi Yield ETF | Add +57.0% | 0.24% | +0.07 |
| SDY SS SPDR S&P Dividend ETF | Add +363.8% | 0.09% | +0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +12.7% | 1.07% | +0.07 |
| SMH Vaneck Semiconductor ETF | Add +34.8% | 0.24% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +103.6% | 0.14% | +0.07 |
Options Activity Q1 2024 → Q2 2024
| SCHW Schwab (charles) Corp. | put | New | 16,500 | $1.2M |
| NVDA Nvidia Corp. | put | New | 5,000 | $618K |
| SOFI Sofi Technologies Inc. | put | New | 90,400 | $598K |
| LLY Eli Lilly & Co. | put | New | 500 | $453K |
| SMH Vaneck Semiconductor ETF | put | New | 500 | $130K |
| MRVL Marvell Technology Inc. | put | New | 1,000 | $70K |
| PAYX Paychex Inc. | put | New | 500 | $59K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024
| PARAMOUNT GLOBAL (SKYD 5.75 04/01/24 A) | 5.75% CONV PFD A | Sold out | 64,364 | $884Kbefore exit |
| LVWR.WS Livewire Group Inc.-27 | *W EXP 09/26/202 | New | 17,413 | $3K |
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 | 1,533 | $6.0B | NVDA, AAPL, VOO, MSFT, AVGO |
| Q1 2026 | 1,398 | $5.0B | NVDA, AAPL, VOO, MSFT, AVGO |
| Q4 2025 | 1,382 | $4.9B | NVDA, AAPL, MSFT, VOO, AMZN |
| Q3 2025 | 1,304 | $4.3B | NVDA, AAPL, VOO, MSFT, AVGO |
| Q2 2025 | 1,170 | $3.1B | NVDA, AAPL, MSFT, AMZN, JPST |
| Q1 2025 | 1,081 | $2.6B | NVDA, AAPL, MSFT, JPST, VTV |
| Q4 2024 | 1,050 | $2.6B | NVDA, AAPL, MSFT, SPY, JPST |
| Q3 2024 | 971 | $2.3B | NVDA, AAPL, MSFT, JPST, VTV |
| Q2 2024 | 955 | $2.1B | NVDA, AAPL, MSFT, VTV, JPST |
| Q1 2024 | 895 | $1.9B | NVDA, AAPL, MSFT, IWY, IQLT |