Mgo One Seven LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 8, 2025), Mgo One Seven LLC reported 1,081 stock positions worth $2.6 billion. Its top holding was Nvidia (NVDA) at 3.9% of the portfolio, followed by Apple (AAPL, 3.8%) and Microsoft (MSFT, 1.9%). Compared with Q4 2024, it opened 142 new positions, sold out of 111, added to 442 and reduced 468. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +139%) and the biggest sale Nvidia (NVDA, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Beachwood, OH
- CIK
- 0001731444
- Portfolio Value
- $2.6B (Q1 2025)
- SEC Filing
- 0001172661-25-001618 ↗ filed May 8, 2025
Holdings Value
Holdings 1,081 stocks · $2.6B
| NVDA Nvidia Corp. | 3.89% | 924,526 | $100.2M | Reduce -12.9% |
| AAPL Apple Inc. | 3.76% | 435,713 | $96.8M | Add +10.7% |
| MSFT Microsoft Corp. | 1.89% | 129,669 | $48.7M | Add +0.1% |
| JPST JPMorgan Ultra-Short Income | 1.70% | 866,053 | $43.8M | Add +3.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.54% | 229,068 | $39.6M | Reduce -0.3% |
| AMZN Amazon.com Inc. | 1.48% | 200,542 | $38.2M | Add +8.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.39% | 63,964 | $35.8M | Reduce -19.7% |
| BKIE BNY Mellon Intl Eqty ETF | 1.22% | 407,504 | $31.5M | Reduce -11.3% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.17% | 81,536 | $30.2M | Add +3.0% |
| SGOV iShares 0-3 Month Treasury B | 0.96% | 244,799 | $24.6M | Add +78.0% |
| JAAA Janus Henderson Aaa Clo ETF | 0.95% | 483,957 | $24.5M | Add +56.2% |
| SCHG Schwab US Large-Cap Growth | 0.92% | 948,183 | $23.7M | Add +0.4% |
| JPM JPMorgan Chase & Co. | 0.87% | 91,471 | $22.4M | Reduce -1.9% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.84% | 236,378 | $21.7M | Add +138.8% |
| META Meta Platforms Inc. Class A | 0.81% | 36,286 | $20.9M | Add +17.1% |
| LLY Eli Lilly & Co. | 0.78% | 24,288 | $20.1M | Add +54.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.71% | 360,076 | $18.4M | Reduce -5.9% |
| TPL Texas Pacific Land Corp. | 0.71% | 13,801 | $18.3M | Reduce -0.9% |
| JEPI JPMorgan Equity Premium Inco | 0.69% | 309,083 | $17.7M | Reduce -9.0% |
| VOOV Vanguard S&P 500 Value ETF | 0.68% | 94,357 | $17.4M | Reduce -1.4% |
| V Visa Inc. Class A | 0.65% | 47,850 | $16.8M | Reduce -23.3% |
| AVGO Broadcom Inc. | 0.65% | 99,522 | $16.7M | Reduce -1.0% |
| SCHD Schwab US DVD Equity ETF | 0.63% | 582,700 | $16.3M | Reduce -2.4% |
| GOOGL Alphabet Inc. Class A | 0.62% | 102,866 | $15.9M | Add +32.5% |
| PG The Procter & Gamble Co. | 0.62% | 93,209 | $15.9M | Add +4.1% |
| BKLC BNY Mellon US LRG Cap Cor | 0.61% | 146,858 | $15.6M | Add +1.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.59% | 276,958 | $15.2M | Add +1.9% |
| GOOG Alphabet Inc. Class C | 0.58% | 96,076 | $15.0M | Reduce -0.7% |
| VOO Vanguard S&P 500 ETF | 0.58% | 28,863 | $14.8M | Add +0.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.57% | 27,314 | $14.5M | Add +0.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.54% | 50,932 | $14.0M | Reduce -0.8% |
| XOM Exxon Mobil Corp. | 0.53% | 115,105 | $13.7M | Add +7.0% |
| JNJ Johnson & Johnson | 0.52% | 80,891 | $13.4M | Add +5.8% |
| BND Vanguard Total Bond Market | 0.52% | 181,053 | $13.3M | Reduce -2.2% |
| COST Costco Wholesale Corp. | 0.51% | 13,968 | $13.2M | Reduce -18.2% |
| OUSA Alps Oshares US Quality Divi | 0.51% | 246,170 | $13.1M | Add +1.3% |
| NFLX Netflix Inc. | 0.50% | 13,922 | $13.0M | Add +12.5% |
| USMV iShares MSCI USA Min Vol Fac | 0.50% | 137,632 | $12.9M | Add +122.2% |
| XLF SS Financial Select Sector | 0.49% | 255,803 | $12.7M | Reduce -9.1% |
| VIG Vanguard Dividend Apprec ETF | 0.49% | 65,087 | $12.6M | Reduce -30.9% |
| VGT Vanguard Info Tech ETF | 0.49% | 23,139 | $12.5M | Add +15.9% |
| SPHY SS SPDR P High Yield ETF | 0.48% | 525,481 | $12.3M | Add +45.3% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 25,568 | $12.0M | Reduce -3.0% |
| GLD SPDR Gold Shares | 0.46% | 41,439 | $11.9M | Add +29.0% |
| BINC iShares Flex I A ETF-Usd Inc. | 0.44% | 216,176 | $11.3M | Add +206.9% |
| BIV Vanguard Intermediate-Term B | 0.43% | 144,523 | $11.1M | Add +85.5% |
| IVV iShares Core S&P 500 ETF | 0.40% | 18,418 | $10.3M | Reduce -1.6% |
| HD Home Depot Inc. | 0.40% | 28,101 | $10.3M | Add +8.5% |
| FSK FS KKR Capital Corp. | 0.39% | 483,481 | $10.1M | Add +6.1% |
| IJR iShares Core S&P Small-Cap E | 0.39% | 96,803 | $10.1M | Reduce -0.6% |
| ORCL Oracle Corp. | 0.39% | 72,247 | $10.1M | Reduce -4.1% |
| MA Mastercard Inc. Class A | 0.39% | 18,382 | $10.1M | Add +3.5% |
| IAU iShares Gold Trust | 0.37% | 163,612 | $9.6M | Add +17.2% |
| RITM Rithm Capital Corp. | 0.37% | 840,607 | $9.6M | Add +10.9% |
| VOYA Voya Financial Inc. | 0.37% | 140,935 | $9.5M | Reduce -0.4% |
| FV First Trust DW Focus 5 Fund | 0.36% | 169,972 | $9.3M | Reduce -4.7% |
| TSLX Sixth Street Specialty Lendi | 0.36% | 415,190 | $9.3M | Add +5.3% |
| VTIP Vanguard Short-Term Tips | 0.36% | 183,303 | $9.1M | Reduce -1.7% |
| VEA Vanguard Ftse Developed ETF | 0.35% | 179,562 | $9.1M | Add +25.1% |
| GE General Electric filed as GE AEROSPACE | 0.35% | 45,477 | $9.1M | Add +14.8% |
| UMAR Innovator U.S. Equity Ultra | 0.35% | 253,417 | $9.0M | Reduce -8.5% |
| SCHO Schwab Short-Term US Treas | 0.35% | 366,755 | $8.9M | Add +9.5% |
| VYMI Vanguard Int High DVD YLD Inc. | 0.34% | 119,808 | $8.8M | Reduce -5.6% |
| YMAR FT VT Int Equ M B- Mar-US I | 0.34% | 364,590 | $8.7M | Add +2.4% |
| ARCC Ares Capital Corp. | 0.34% | 392,374 | $8.7M | Add +7.1% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.34% | 167,898 | $8.7M | Add +4.8% |
| DIVO Amplify CWP Enhan Divid ETF | 0.34% | 211,586 | $8.6M | Add +4.6% |
| PANW Palo Alto Networks Inc. | 0.33% | 50,513 | $8.6M | Add +1.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.33% | 210,032 | $8.6M | Add +15.2% |
| VWO Vanguard Ftse Emerging Marke | 0.33% | 186,129 | $8.4M | Add +8.1% |
| TSLA Tesla Inc. | 0.32% | 32,250 | $8.4M | Reduce -39.9% |
| CSMD Congress Smid Growth ETF filed as PROFESIONALLY MANAGED PORTFO | 0.32% | 301,675 | $8.3M | Add +3.2% |
| SHYG iShares 0-5 YR HY Corp. Bond | 0.32% | 194,629 | $8.3M | Add +12.2% |
| WMT Walmart Inc. | 0.32% | 92,893 | $8.2M | Add +11.4% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.31% | 123,125 | $8.1M | Add +0.6% |
| SCHF Schwab Intl Equity ETF | 0.31% | 407,968 | $8.1M | Add +8.9% |
| IMCG iShares Morningstar Mid-Cap | 0.31% | 112,865 | $8.1M | Add +3.7% |
| BSV Vanguard Short-Term Bond ETF | 0.31% | 102,381 | $8.0M | Add +76.3% |
| XLE SS Energy Select Sector | 0.31% | 85,311 | $8.0M | Reduce -10.9% |
| WES Western Midstream Partners L | 0.30% | 186,932 | $7.7M | Add +36.7% |
| XMHQ Invesco S&P Midcap Qual ETF | 0.30% | 83,388 | $7.6M | Reduce -14.8% |
| CSCO Cisco Systems Inc. | 0.29% | 122,988 | $7.6M | Reduce -0.8% |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.29% | 168,191 | $7.5M | Add +26.2% |
| XBB Bondbloxx-BB Rated Usd HY CB | 0.29% | 184,808 | $7.5M | Add +47.3% |
| AXP American Express Co. | 0.29% | 27,277 | $7.3M | Add +8.9% |
| FPF First TR Interm Dur & Inc. | 0.28% | 388,512 | $7.1M | Add +23.5% |
| FDEC FT Vest U.S. Equity Buffer E | 0.28% | 164,475 | $7.1M | Add +1.2% |
| IJH iShares Core S&P Midcap ETF | 0.28% | 121,695 | $7.1M | Reduce -10.4% |
| GABC German American Bancorp | 0.27% | 186,349 | $7.0M | New |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.27% | 28,073 | $7.0M | Add +6.6% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.27% | 26,729 | $6.9M | Reduce -0.9% |
| TSM Taiwan Semiconductor-SP ADR | 0.27% | 41,196 | $6.8M | Reduce -3.9% |
| ICSH iShares Ultra Short Duration | 0.26% | 130,903 | $6.6M | Reduce -12.8% |
| FPE FT-Preferred Secur & Inc. ETF | 0.25% | 372,323 | $6.5M | Reduce -0.3% |
| BSCP Invesco Bulletshares 2025 CB | 0.25% | 315,365 | $6.5M | Reduce -1.5% |
| PGR Progressive Corp. | 0.25% | 22,647 | $6.4M | Add +2.1% |
| IYK iShares US Consumer Staples | 0.25% | 89,365 | $6.4M | Add +0.3% |
| CRM Salesforce Inc. | 0.25% | 23,696 | $6.4M | Add +3.4% |
| BSCQ Invesco Bulletshares 2026 CB | 0.24% | 323,104 | $6.3M | Add +0.1% |
| ARLP Alliance Resource Partners | 0.24% | 228,014 | $6.2M | New |
Options reported separately and not counted above: TLT calls ($1.4M), AVGO puts ($854K), DELL puts ($465K), SPY puts ($280K), BITX calls ($167K), FTNT calls ($144K), HBAN puts ($120K), REFR calls ($2K).
Other holdings (1): bonds, preferreds, convertibles and warrants · $369 (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| LVWR.WS Livewire Group Inc.-27 | *W EXP 09/26/202 | 17,413 | $369 | No change |
Total filed on the 13F, all lines: $2.6B.
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -12.9% | 3.89% | −1.59 |
| TSLA Tesla Inc. | Reduce -39.9% | 0.32% | −0.51 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -19.7% | 1.39% | −0.41 |
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -95.1% | 0.01% | −0.30 |
| QUAL iShares MSCI USA Quality Fac | Reduce -82.4% | 0.05% | −0.25 |
| AVGO Broadcom Inc. | Reduce -1.0% | 0.65% | −0.25 |
| VIG Vanguard Dividend Apprec ETF | Reduce -30.9% | 0.49% | −0.22 |
| EWX State Street SPDR S&P Emergi | Sold out | 0.00% | −0.21 |
| EIPI FT Energy Income ETF | Reduce -78.8% | 0.06% | −0.20 |
| VOX Vanguard Communication Servi | Reduce -72.8% | 0.07% | −0.19 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -64.0% | 0.09% | −0.18 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -76.5% | 0.05% | −0.17 |
| SJNK SS SPDR BB St Hi Yield ETF | Reduce -71.8% | 0.06% | −0.16 |
| CGGR Cap Group Growth Equity | Reduce -45.7% | 0.14% | −0.13 |
| PWR Quanta Services Inc. | Reduce -75.1% | 0.03% | −0.13 |
| HYLB Xtrackers Usd High Yield Cor | Sold out | 0.00% | −0.13 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -49.6% | 0.13% | −0.13 |
| GOOG Alphabet Inc. Class C | Reduce -0.7% | 0.58% | −0.13 |
| SPMB SS SPDR P Mort Back Bond ETF | Reduce -61.9% | 0.08% | −0.12 |
| ACIO Aptus Collared Invest Opp | Reduce -85.4% | 0.02% | −0.11 |
| V Visa Inc. Class A | Reduce -23.3% | 0.65% | −0.11 |
| DECK Deckers Outdoor Corp. | Reduce -48.2% | 0.04% | −0.10 |
| EMR Emerson Electric Co. | Reduce -43.1% | 0.11% | −0.10 |
| USHY iShares Broad Usd High Yield | Sold out | 0.00% | −0.10 |
| SPYG SS SPDR P S&P 500 Growth ETF | Reduce -55.2% | 0.07% | −0.09 |
| GSC Goldman Sachs Small Cap Equi | Reduce -87.2% | 0.01% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -53.8% | 0.07% | −0.09 |
| ORCL Oracle Corp. | Reduce -4.1% | 0.39% | −0.09 |
| TPR Tapestry Inc. | Reduce -90.6% | 0.01% | −0.09 |
| IRM Iron Mountain Inc. | Reduce -88.4% | 0.01% | −0.09 |
| COST Costco Wholesale Corp. | Reduce -18.2% | 0.51% | −0.09 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −0.08 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -23.8% | 0.19% | −0.08 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -14.8% | 0.30% | −0.07 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -44.3% | 0.10% | −0.07 |
| JEPI JPMorgan Equity Premium Inco | Reduce -9.0% | 0.69% | −0.07 |
| IMFL Invesco Int DVLP DYN Multi | Reduce -50.4% | 0.07% | −0.07 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -3.9% | 0.27% | −0.06 |
| VRT Vertiv Holdings Co. Class A | Reduce -78.8% | 0.01% | −0.06 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Reduce -48.1% | 0.07% | −0.06 |
| BKIE BNY Mellon Intl Eqty ETF | Reduce -11.3% | 1.22% | −0.06 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -69.0% | 0.03% | −0.06 |
| VRSK Verisk Analytics Inc. | Sold out | 0.00% | −0.06 |
| OLLI Ollie's Bargain Outlet Holdi | Reduce -82.5% | 0.01% | −0.05 |
| SOFI Sofi Technologies Inc. | Reduce -84.0% | 0.01% | −0.05 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -3.0% | 0.47% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -16.2% | 0.12% | −0.05 |
| SMH Vaneck Semiconductor ETF | Reduce -28.1% | 0.09% | −0.05 |
| IJH iShares Core S&P Midcap ETF | Reduce -10.4% | 0.28% | −0.05 |
| EVR Evercore Inc. Class A | Sold out | 0.00% | −0.05 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +138.8% | 0.84% | +0.49 |
| SGOV iShares 0-3 Month Treasury B | Add +78.0% | 0.96% | +0.43 |
| JAAA Janus Henderson Aaa Clo ETF | Add +56.2% | 0.95% | +0.35 |
| LLY Eli Lilly & Co. | Add +54.6% | 0.78% | +0.31 |
| BINC iShares Flex I A ETF-Usd Inc. | Add +206.9% | 0.44% | +0.30 |
| USMV iShares MSCI USA Min Vol Fac | Add +122.2% | 0.50% | +0.29 |
| GABC German American Bancorp | New | 0.27% | +0.27 |
| ARLP Alliance Resource Partners | New | 0.24% | +0.24 |
| XSOE Wisdmtree Emerg MKT Ex-St Ow | Add +1480.3% | 0.24% | +0.22 |
| BIV Vanguard Intermediate-Term B | Add +85.5% | 0.43% | +0.21 |
| SPIB SS SPDR P Int C Corp. ETF | Add +1918.8% | 0.20% | +0.19 |
| VEU Vanguard Ftse All-World Ex-U | Add +240.7% | 0.23% | +0.17 |
| GLD SPDR Gold Shares | Add +29.0% | 0.46% | +0.16 |
| DHR Danaher Corp. | Add +485.7% | 0.20% | +0.16 |
| SPHY SS SPDR P High Yield ETF | Add +45.3% | 0.48% | +0.15 |
| SPG Simon Property Group Inc. | Add +622.9% | 0.17% | +0.15 |
| BSV Vanguard Short-Term Bond ETF | Add +76.3% | 0.31% | +0.14 |
| MBSD NT Disc Dur MBS ETF | New | 0.12% | +0.12 |
| TLH iShares 10-20 Year Treasury | Add +295.3% | 0.16% | +0.12 |
| META Meta Platforms Inc. Class A | Add +17.1% | 0.81% | +0.11 |
| IAU iShares Gold Trust | Add +17.2% | 0.37% | +0.11 |
| GE General Electric | Add +14.8% | 0.35% | +0.10 |
| XBB Bondbloxx-BB Rated Usd HY CB | Add +47.3% | 0.29% | +0.10 |
| JNJ Johnson & Johnson | Add +5.8% | 0.52% | +0.10 |
| WES Western Midstream Partners L | Add +36.7% | 0.30% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.57% | +0.09 |
| VEA Vanguard Ftse Developed ETF | Add +25.1% | 0.35% | +0.09 |
| XOM Exxon Mobil Corp. | Add +7.0% | 0.53% | +0.09 |
| JPST JPMorgan Ultra-Short Income | Add +3.6% | 1.70% | +0.08 |
| CLIP Global X 1-3 Month T-Bill | Add +57.1% | 0.22% | +0.08 |
| NFLX Netflix Inc. | Add +12.5% | 0.50% | +0.08 |
| FFEB FT Vest US Equity Buffer ETF | Add +561.5% | 0.09% | +0.07 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +79.4% | 0.16% | +0.07 |
| DJAN FT Vest U.S. Equity Deep Buf | New | 0.07% | +0.07 |
| FMDE Fidelity Enhanced Mid Cap Co. | New | 0.07% | +0.07 |
| NUE Nucor Corp. | Add +361.2% | 0.08% | +0.06 |
| MCD McDonald's Corp. | Add +28.2% | 0.22% | +0.06 |
| FPF First TR Interm Dur & Inc. | Add +23.5% | 0.28% | +0.06 |
| PAAA Pgim Aaa Clo ETF | Add +59.6% | 0.15% | +0.06 |
| RITM Rithm Capital Corp. | Add +10.9% | 0.37% | +0.06 |
| ABBV Abbvie Inc. | Add +10.6% | 0.22% | +0.05 |
| GOOGL Alphabet Inc. Class A | Add +32.5% | 0.62% | +0.05 |
| IBM Intl Business Machines Corp. | Add +6.6% | 0.27% | +0.05 |
| KO The Coca-Cola Co. | Add +17.3% | 0.18% | +0.05 |
| CAH Cardinal Health Inc. | Add +222.4% | 0.06% | +0.05 |
| SCHF Schwab Intl Equity ETF | Add +8.9% | 0.31% | +0.05 |
| IAUM iShares Gold Trust Micro | Add +8.6% | 0.19% | +0.05 |
| GBIL Goldman Sachs Access Treasur | Add +82.0% | 0.10% | +0.04 |
| PGR Progressive Corp. | Add +2.1% | 0.25% | +0.04 |
| SPHQ Invesco S&P 500 Quality ETF | Add +46.9% | 0.14% | +0.04 |
Options Activity Q4 2024 → Q1 2025
| TSLA Tesla Inc. | put | Sold out | 25,000 | $10.1Mbefore exit |
| TLT iShares 20+ Year Treasury BD | call | New | 15,300 | $1.4M |
| SOFI Sofi Technologies Inc. | put | Sold out | 90,400 | $1.4Mbefore exit |
| SCHW Schwab (charles) Corp. | put | Sold out | 15,000 | $1.1Mbefore exit |
| BITX 2X Bitcoin ETF | call | New | 4,700 | $167K |
| FTNT Fortinet Inc. | call | New | 1,500 | $144K |
| SMH Vaneck Semiconductor ETF | put | Sold out | 500 | $121Kbefore exit |
| HBAN Huntington Bancshares Inc. | put | New | 8,000 | $120K |
| MRVL Marvell Technology Inc. | put | Sold out | 1,000 | $110Kbefore exit |
| PAYX Paychex Inc. | put | Sold out | 500 | $70Kbefore exit |
| REFR Research Frontiers Inc. | call | New | 2,000 | $2K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2024 → Q1 2025
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Sold out | 19,185 | $462Kbefore exit |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Sold out | 14,023 | $336Kbefore exit |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Sold out | 10,184 | $255Kbefore exit |
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 |