Mgo One Seven LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 15, 2024), Mgo One Seven LLC reported 971 stock positions worth $2.3 billion. Its top holding was Nvidia (NVDA) at 5.6% of the portfolio, followed by Apple (AAPL, 3.6%) and Microsoft (MSFT, 2.1%). Compared with Q2 2024, it opened 88 new positions, sold out of 73, added to 411 and reduced 450. The biggest buy was Cap Group Dividend Value (CGDV, shares +203%) and the biggest sale Hess Midstream Class A (HESM, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- Beachwood, OH
- CIK
- 0001731444
- Portfolio Value
- $2.3B (Q3 2024)
- SEC Filing
- 0001172661-24-004259 ↗ filed Oct 15, 2024
Holdings Value
Holdings 971 stocks · $2.3B
| NVDA Nvidia Corp. | 5.56% | 1,056,819 | $128.3M | Add +7.2% |
| AAPL Apple Inc. | 3.62% | 359,027 | $83.7M | Add +3.7% |
| MSFT Microsoft Corp. | 2.13% | 114,543 | $49.3M | Add +2.0% |
| JPST JPMorgan Ultra-Short Income | 1.88% | 854,267 | $43.3M | Add +18.3% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.83% | 241,562 | $42.2M | Add +0.6% |
| AMZN Amazon.com Inc. | 1.32% | 163,617 | $30.5M | Add +9.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.27% | 76,380 | $29.3M | Add +20.8% |
| BKIE BNY Mellon Intl Eqty ETF | 1.27% | 370,366 | $29.3M | Add +2.0% |
| SCHG Schwab US Large-Cap Growth | 1.10% | 243,734 | $25.4M | Reduce -2.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.98% | 39,436 | $22.6M | Reduce -5.2% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.83% | 362,807 | $19.2M | Add +50.0% |
| JPM JPMorgan Chase & Co. | 0.80% | 87,849 | $18.5M | Reduce -1.3% |
| SCHD Schwab US DVD Equity ETF | 0.73% | 200,430 | $16.9M | Reduce -4.4% |
| VOO Vanguard S&P 500 ETF | 0.72% | 31,557 | $16.7M | Add +0.0% |
| VOOV Vanguard S&P 500 Value ETF | 0.70% | 85,122 | $16.2M | Add +10.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.69% | 275,468 | $15.9M | Reduce -2.0% |
| BKLC BNY Mellon US LRG Cap Cor | 0.68% | 143,963 | $15.8M | Add +0.8% |
| XLF SS Financial Select Sector | 0.68% | 345,026 | $15.6M | Reduce -7.9% |
| META Meta Platforms Inc. Class A | 0.67% | 26,879 | $15.4M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.65% | 53,027 | $15.0M | Add +1.1% |
| JEPI JPMorgan Equity Premium Inco | 0.63% | 245,639 | $14.6M | Reduce -1.2% |
| V Visa Inc. Class A | 0.62% | 52,091 | $14.3M | Add +12.3% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.62% | 258,610 | $14.2M | Add +34.7% |
| AVGO Broadcom Inc. | 0.61% | 81,601 | $14.1M | Add +26.3% |
| GOOG Alphabet Inc. Class C | 0.61% | 83,684 | $14.0M | Add +8.4% |
| PG The Procter & Gamble Co. | 0.61% | 80,768 | $14.0M | Add +1.7% |
| LLY Eli Lilly & Co. | 0.60% | 15,655 | $13.9M | Add +14.0% |
| QQQ Invesco QQQ Trust Series 1 | 0.59% | 27,905 | $13.6M | Reduce -15.1% |
| BND Vanguard Total Bond Market | 0.57% | 175,736 | $13.2M | Add +3.2% |
| OUSA Alps Oshares US Quality Divi | 0.56% | 238,093 | $12.9M | Add +2.0% |
| VIG Vanguard Dividend Apprec ETF | 0.55% | 64,557 | $12.8M | Add +1.0% |
| ORCL Oracle Corp. | 0.54% | 73,326 | $12.5M | Add +7.4% |
| COST Costco Wholesale Corp. | 0.54% | 14,001 | $12.4M | Add +13.0% |
| TPL Texas Pacific Land Corp. | 0.53% | 13,741 | $12.2M | Reduce -4.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 25,110 | $11.6M | Reduce -2.2% |
| JNJ Johnson & Johnson | 0.48% | 68,988 | $11.2M | Add +35.9% |
| GOOGL Alphabet Inc. Class A | 0.48% | 66,907 | $11.1M | Add +3.7% |
| IVV iShares Core S&P 500 ETF | 0.47% | 18,712 | $10.8M | Reduce -2.9% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.47% | 296,023 | $10.8M | Add +203.2% |
| IJR iShares Core S&P Small-Cap E | 0.46% | 90,960 | $10.6M | Add +59.9% |
| XOM Exxon Mobil Corp. | 0.46% | 89,919 | $10.5M | Reduce -11.7% |
| JAAA Janus Henderson Aaa Clo ETF | 0.45% | 204,966 | $10.4M | Add +159.4% |
| SGOV iShares 0-3 Month Treasury B | 0.45% | 102,277 | $10.3M | Reduce -22.9% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.45% | 100,258 | $10.3M | Add +1.7% |
| MRK Merck & Co. Inc. | 0.44% | 89,177 | $10.1M | Add +15.6% |
| UMAR Innovator U.S. Equity Ultra | 0.42% | 278,933 | $9.7M | Reduce -12.4% |
| HD Home Depot Inc. | 0.40% | 22,747 | $9.2M | Reduce -2.8% |
| FV First Trust DW Focus 5 Fund | 0.39% | 156,188 | $9.1M | Reduce -0.8% |
| VGT Vanguard Info Tech ETF | 0.39% | 15,429 | $9.1M | Reduce -7.4% |
| NFLX Netflix Inc. | 0.38% | 12,523 | $8.9M | Add +20.2% |
| GLD SPDR Gold Shares | 0.38% | 36,346 | $8.8M | Add +29.0% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.38% | 361,265 | $8.8M | Reduce -3.0% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.38% | 94,752 | $8.7M | Add +8.3% |
| VTIP Vanguard Short-Term Tips | 0.37% | 175,280 | $8.6M | Add +0.0% |
| RITM Rithm Capital Corp. | 0.37% | 751,786 | $8.5M | Add +3.7% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.37% | 125,604 | $8.5M | Add +0.7% |
| FSK FS KKR Capital Corp. | 0.37% | 429,514 | $8.5M | Reduce -8.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.37% | 114,869 | $8.4M | Reduce -9.2% |
| QUAL iShares MSCI USA Quality Fac | 0.37% | 47,021 | $8.4M | Reduce -9.3% |
| IJK iShares S&P Mid-Cap 400 Grow | 0.36% | 90,482 | $8.3M | Reduce -1.4% |
| ARCC Ares Capital Corp. | 0.36% | 392,664 | $8.2M | Add +7.6% |
| MINT PIMCO Enhanced Short Maturit | 0.35% | 80,602 | $8.1M | Add +8.0% |
| IMCG iShares Morningstar Mid-Cap | 0.35% | 111,150 | $8.1M | Reduce -0.1% |
| DIVO Amplify CWP Enhan Divid ETF | 0.35% | 195,762 | $8.1M | Add +3.8% |
| IJH iShares Core S&P Midcap ETF | 0.34% | 127,187 | $7.9M | Add +9.0% |
| TSLA Tesla Inc. | 0.34% | 30,253 | $7.9M | Add +5.6% |
| PANW Palo Alto Networks Inc. | 0.34% | 22,971 | $7.9M | Add +5.7% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 157,637 | $7.5M | Add +11.5% |
| SCHO Schwab Short-Term US Treas | 0.32% | 151,117 | $7.4M | Add +121.7% |
| MA Mastercard Inc. Class A | 0.32% | 14,825 | $7.3M | Add +8.4% |
| TSLX Sixth Street Specialty Lendi | 0.32% | 356,154 | $7.3M | Reduce -7.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.31% | 159,336 | $7.3M | Add +1.3% |
| BSCO Invesco Bulletshares 2024 CB | 0.30% | 332,925 | $7.0M | Reduce -1.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.30% | 338,918 | $7.0M | Add +0.2% |
| SCHF Schwab Intl Equity ETF | 0.30% | 169,307 | $7.0M | Add +549.7% |
| FPE FT-Preferred Secur & Inc. ETF | 0.30% | 383,793 | $6.9M | Reduce -15.3% |
| XLE SS Energy Select Sector | 0.30% | 78,819 | $6.9M | Reduce -15.9% |
| VEA Vanguard Ftse Developed ETF | 0.30% | 130,009 | $6.9M | Reduce -34.6% |
| IAU iShares Gold Trust | 0.29% | 136,383 | $6.8M | Add +3.3% |
| ICSH iShares Ultra Short Duration | 0.29% | 132,757 | $6.7M | Add +31.5% |
| QQQM Invesco Nasdaq 100 ETF | 0.29% | 33,446 | $6.7M | Add +387.3% |
| EIPI FT Energy Income ETF | 0.29% | 344,599 | $6.7M | Reduce -25.0% |
| DGRO iShares Core Dividend Growth | 0.29% | 106,196 | $6.7M | Reduce -3.4% |
| GE General Electric filed as GE AEROSPACE | 0.28% | 34,845 | $6.6M | Add +28.9% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.28% | 24,790 | $6.5M | Reduce -8.1% |
| OMFL Invesco Russell 1000 DYN M/F | 0.28% | 122,188 | $6.5M | Add +135.2% |
| CSCO Cisco Systems Inc. | 0.27% | 118,674 | $6.3M | Add +0.5% |
| CRM Salesforce Inc. | 0.27% | 22,959 | $6.3M | Add +22.0% |
| FPF First TR Interm Dur & Inc. | 0.27% | 317,086 | $6.2M | Add +9.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.27% | 125,155 | $6.2M | Add +100.2% |
| XLG Invesco S&P 500 Top 50 ETF | 0.27% | 129,855 | $6.2M | Add +1464.1% |
| RWAY Runway Growth Finance Corp. | 0.26% | 592,061 | $6.1M | Add +26.2% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.26% | 36,224 | $6.1M | Reduce -0.8% |
| CGGR Cap Group Growth Equity | 0.26% | 174,445 | $6.1M | Add +5.6% |
| IYK iShares US Consumer Staples | 0.26% | 83,850 | $5.9M | Reduce -2.4% |
| IWY iShares Russell Top 200 Grow | 0.25% | 26,335 | $5.8M | Reduce -11.2% |
| BSCQ Invesco Bulletshares 2026 CB | 0.25% | 295,514 | $5.8M | Add +1.7% |
| BIV Vanguard Intermediate-Term B | 0.25% | 73,367 | $5.7M | Add +4.5% |
| EWX State Street SPDR S&P Emergi | 0.25% | 91,037 | $5.7M | Reduce -1.1% |
| WMT Walmart Inc. | 0.25% | 70,162 | $5.7M | Reduce -3.3% |
Options reported separately and not counted above: SCHW puts ($972K), AVGO puts ($880K), SOFI puts ($711K), DELL puts ($605K), SPY puts ($287K), SMH puts ($123K), MRVL puts ($72K), PAYX puts ($67K).
Other holdings (4): bonds, preferreds, convertibles and warrants · $1.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 18,831 | $458K | New |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 13,695 | $334K | New |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 10,174 | $255K | New |
| LVWR.WS Livewire Group Inc.-27 | *W EXP 09/26/202 | 17,413 | $2K | No change |
Total filed on the 13F, all lines: $2.3B.
Portfolio Sells Q2 2024 → Q3 2024
| HESM Hess Midstream LP Class A | Reduce -92.0% | 0.02% | −0.28 |
| SGOV iShares 0-3 Month Treasury B | Reduce -22.9% | 0.45% | −0.19 |
| VEA Vanguard Ftse Developed ETF | Reduce -34.6% | 0.30% | −0.17 |
| FTSM First Trust Enh Short Mat FD | Reduce -49.7% | 0.14% | −0.16 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.16 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -15.1% | 0.59% | −0.16 |
| USFR Wisdomtree Floating Rate Tre | Reduce -90.0% | 0.01% | −0.14 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -50.8% | 0.11% | −0.13 |
| BKLN Invesco Senior Loan ETF | Reduce -81.2% | 0.02% | −0.12 |
| EIPI FT Energy Income ETF | Reduce -25.0% | 0.29% | −0.12 |
| XME SS SPDR S&P Metals Mining | Reduce -85.5% | 0.02% | −0.11 |
| XLE SS Energy Select Sector | Reduce -15.9% | 0.30% | −0.11 |
| SCHG Schwab US Large-Cap Growth | Reduce -2.8% | 1.10% | −0.10 |
| XOM Exxon Mobil Corp. | Reduce -11.7% | 0.46% | −0.10 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -5.2% | 0.98% | −0.09 |
| XLK SS Technology Select Sector | Reduce -37.0% | 0.13% | −0.09 |
| UMAR Innovator U.S. Equity Ultra | Reduce -12.4% | 0.42% | −0.09 |
| STIP iShares 0-5 Year Tips Bond E | Reduce -36.5% | 0.12% | −0.08 |
| SMH Vaneck Semiconductor ETF | Reduce -23.5% | 0.16% | −0.08 |
| INTC Intel Corp. | Reduce -38.7% | 0.06% | −0.08 |
| TSLX Sixth Street Specialty Lendi | Reduce -7.9% | 0.32% | −0.08 |
| LRCX Lam Research Corp. | Sold out | 0.00% | −0.07 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.07 |
| FSK FS KKR Capital Corp. | Reduce -8.5% | 0.37% | −0.07 |
| FPE FT-Preferred Secur & Inc. ETF | Reduce -15.3% | 0.30% | −0.07 |
| XOP SS SPDR S&P Og Exp & Prod | Sold out | 0.00% | −0.07 |
| VGT Vanguard Info Tech ETF | Reduce -7.4% | 0.39% | −0.06 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.06 |
| BROS Dutch Bros Inc. Class A | Sold out | 0.00% | −0.06 |
| POWR iShares US Power Infrastruct | Sold out | 0.00% | −0.06 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.06 |
| QUAL iShares MSCI USA Quality Fac | Reduce -9.3% | 0.37% | −0.06 |
| XLF SS Financial Select Sector | Reduce -7.9% | 0.68% | −0.05 |
| JPM JPMorgan Chase & Co. | Reduce -1.3% | 0.80% | −0.05 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -25.3% | 0.22% | −0.05 |
| IWY iShares Russell Top 200 Grow | Reduce -11.2% | 0.25% | −0.05 |
| SCHW Schwab (charles) Corp. | Reduce -8.5% | 0.14% | −0.05 |
| VYMI Vanguard Int High DVD YLD Inc. | Reduce -9.2% | 0.37% | −0.05 |
| UNH Unitedhealth Group Inc. | Reduce -23.3% | 0.19% | −0.05 |
| AM Antero Midstream Corp. | Reduce -47.9% | 0.04% | −0.05 |
| FLTR Vaneck Ig Floating Rate ETF | Reduce -33.5% | 0.07% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -6.0% | 0.07% | −0.04 |
| DMAR FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.04 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -10.8% | 0.09% | −0.04 |
| UJAN Innovator U.S. Equity Ultra | Reduce -12.9% | 0.19% | −0.04 |
| IYW iShares Ustechnology ETF | Reduce -20.3% | 0.11% | −0.04 |
| ITA iShares U.S. Aerospace & Def | Reduce -45.8% | 0.05% | −0.04 |
| IQSU Nylim Cndrim US LC Eq ETF-Ui | Reduce -56.8% | 0.03% | −0.04 |
| MCK McKesson Corp. | Reduce -6.7% | 0.10% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -4.4% | 0.73% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| CGDV Cap Group Dividend Value | Add +203.2% | 0.47% | +0.31 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +50.0% | 0.83% | +0.27 |
| JAAA Janus Henderson Aaa Clo ETF | Add +159.4% | 0.45% | +0.26 |
| SCHF Schwab Intl Equity ETF | Add +549.7% | 0.30% | +0.25 |
| XLG Invesco S&P 500 Top 50 ETF | Add +1464.1% | 0.27% | +0.25 |
| QQQM Invesco Nasdaq 100 ETF | Add +387.3% | 0.29% | +0.23 |
| WES Western Midstream Partners L | New | 0.20% | +0.20 |
| SPMB SS SPDR P Mort Back Bond ETF | Add +495.8% | 0.23% | +0.19 |
| IGIB iShares 5-10Y Inv Grade Corp. | Add +411.9% | 0.22% | +0.18 |
| IJR iShares Core S&P Small-Cap E | Add +59.9% | 0.46% | +0.17 |
| SCHO Schwab Short-Term US Treas | Add +121.7% | 0.32% | +0.16 |
| AAPL Apple Inc. | Add +3.7% | 3.62% | +0.16 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +318.7% | 0.21% | +0.16 |
| BINC iShares Flex I A ETF-Usd Inc. | New | 0.15% | +0.15 |
| IMFL Invesco Int DVLP DYN Multi | New | 0.15% | +0.15 |
| OMFL Invesco Russell 1000 DYN M/F | Add +135.2% | 0.28% | +0.15 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +20.8% | 1.27% | +0.15 |
| JPST JPMorgan Ultra-Short Income | Add +18.3% | 1.88% | +0.15 |
| SHY iShares 1-3 Year Treasury Bo | Add +1277.0% | 0.15% | +0.14 |
| JNJ Johnson & Johnson | Add +35.9% | 0.48% | +0.13 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +100.2% | 0.27% | +0.13 |
| GSC Goldman Sachs Small Cap Equi | New | 0.12% | +0.12 |
| AVGO Broadcom Inc. | Add +26.3% | 0.61% | +0.12 |
| USHY iShares Broad Usd High Yield | Add +805.4% | 0.13% | +0.12 |
| XT Ishar Fture Exp Tech ETF-Usd | Add +216.2% | 0.16% | +0.11 |
| JEPQ JPM Nasdaq Equity Premium | Add +34.7% | 0.62% | +0.11 |
| SCHR Schwab Intermediate-Term US | Add +719.0% | 0.12% | +0.10 |
| KOMP SS SPDR S&P Kensho Ne Comp | Add +215.9% | 0.14% | +0.10 |
| CSMD Congress Smid Growth ETF | New | 0.10% | +0.10 |
| GLD SPDR Gold Shares | Add +29.0% | 0.38% | +0.09 |
| LMT Lockheed Martin Corp. | Add +57.8% | 0.19% | +0.08 |
| ORCL Oracle Corp. | Add +7.4% | 0.54% | +0.08 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +558.5% | 0.10% | +0.08 |
| AXP American Express Co. | Add +107.1% | 0.15% | +0.08 |
| GE General Electric | Add +28.9% | 0.28% | +0.08 |
| AMT American Tower Corp. | Add +40.2% | 0.22% | +0.08 |
| TSLA Tesla Inc. | Add +5.6% | 0.34% | +0.07 |
| SPHY SS SPDR P High Yield ETF | Add +56.8% | 0.23% | +0.07 |
| GLW Corning Inc. | Add +322.1% | 0.09% | +0.07 |
| SCHH Schwab US REIT ETF | New | 0.07% | +0.07 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +65.2% | 0.18% | +0.07 |
| SPTI SS SPDR P Int Term TSY ETF | Add +313.9% | 0.09% | +0.06 |
| VOOV Vanguard S&P 500 Value ETF | Add +10.9% | 0.70% | +0.06 |
| SPHQ Invesco S&P 500 Quality ETF | Add +111.3% | 0.12% | +0.06 |
| VGLT Vanguard Long-Term Treasury | New | 0.06% | +0.06 |
| VSS Vanguard Ftse All Wo X-US SC | Add +148.8% | 0.10% | +0.06 |
| NFLX Netflix Inc. | Add +20.2% | 0.38% | +0.05 |
| ICSH iShares Ultra Short Duration | Add +31.5% | 0.29% | +0.05 |
| ACIO Aptus Collared Invest Opp | Add +61.8% | 0.12% | +0.04 |
| SPSB SS SPDR P St C Corp. ETF | Add +427.3% | 0.05% | +0.04 |
Options Activity Q2 2024 → Q3 2024
| SCHW Schwab (charles) Corp. | put | Reduce -9.1% | 15,000 | $972K |
| AVGO Broadcom Inc. | put | New | 5,100 | $880K |
| NVDA Nvidia Corp. | put | Sold out | 5,000 | $618Kbefore exit |
| DELL Dell Technologies -C | put | New | 5,100 | $605K |
| LLY Eli Lilly & Co. | put | Sold out | 500 | $453Kbefore exit |
| SPY SS SPDR S&P 500 ETF Trust-US | put | New | 500 | $287K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | New | 18,831 | $458K |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | New | 13,695 | $334K |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | New | 10,174 | $255K |
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 |