NewEdge Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 14, 2024), NewEdge Advisors, LLC reported 3,810 stock positions worth $11.5 billion. Its top holding was Apple (AAPL) at 3.0% of the portfolio, followed by iShares Core S&P 500 ETF (IVV, 3.0%) and Microsoft (MSFT, 2.7%). Compared with Q4 2023, it opened 286 new positions, sold out of 202, added to 1,388 and reduced 1,429. The biggest buy was Ishrs US E F R A ETF-Usd (DYNF, shares +357243%) and the biggest sale iShares Core Dividend Growth (DGRO, shares −69%).

Most Recent 13F
Q2 2026
Location
NEW ORLEANS, LA
CIK
0001633516
Portfolio Value
$11.5B (Q1 2024)
SEC Filing
0001213900-24-042562 ↗ filed May 14, 2024

Holdings Value

0$10.0B$20.0B$30.0B$40.0B Q1 2024: $11.5B $11.5B Q1 2024 Q2 2024: $13.7B Q2 2024 Q3 2024: $15.4B Q3 2024 Q4 2024: $16.6B Q4 2024 Q1 2025: $16.8B Q1 2025 Q2 2025: $19.4B Q2 2025 Q3 2025: $22.0B Q3 2025 Q4 2025: $27.6B Q4 2025 Q1 2026: $27.7B Q1 2026 Q2 2026: $33.6B Q2 2026

Holdings 3,810 stocks · $11.5B
AAPL Apple Inc. 3.00% 2,006,413 $344.1M Add +0.7%
IVV iShares Core S&P 500 ETF 2.95% 644,074 $338.6M Reduce -2.6%
MSFT Microsoft Corp. 2.74% 746,906 $314.2M Add +2.0%
NVDA Nvidia Corp. 2.02% 255,908 $231.2M Reduce -0.5%
VOO Vanguard S&P 500 ETF 1.79% 427,380 $205.4M Add +0.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.78% 389,596 $203.8M Reduce -0.4%
AMZN Amazon.com Inc. 1.54% 978,301 $176.5M Add +3.9%
VTV Vanguard Mrngstr Val ETF-Aui 1.08% 757,655 $123.4M Add +3.4%
AVGO Broadcom Inc. 0.97% 83,589 $110.8M Add +7.5%
VUG Vanguard Mrngstar GR ETF-Sui 0.95% 316,591 $109.0M Add +0.3%
DFAC Dimensional US Core Equity 2 0.87% 3,112,852 $99.5M Add +12.8%
JPM JPMorgan Chase & Co. 0.81% 463,550 $92.8M Add +5.5%
QQQ Invesco QQQ Trust Series 1 0.81% 208,948 $92.8M Reduce -21.4%
VEA Vanguard Ftse Developed ETF 0.75% 1,712,673 $85.9M Add +8.0%
V Visa Inc. Class A 0.73% 297,907 $83.1M Add +42.9%
LLY Eli Lilly & Co. 0.72% 106,833 $83.1M Add +7.0%
SPYM Ste STR SPDR PT S&P 500 ETF 0.72% 1,346,758 $82.9M Add +3.0%
MRK Merck & Co. Inc. 0.70% 609,983 $80.5M Add +3.3%
QUAL iShares MSCI USA Quality Fac 0.69% 480,921 $79.0M Add +1.9%
CVX Chevron Corp. 0.65% 471,782 $74.4M Add +4.1%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.63% 1,596,025 $72.8M Add +46.2%
GOOG Alphabet Inc. Class C 0.63% 472,675 $72.0M Add +2.1%
ABBV Abbvie Inc. 0.62% 390,037 $71.0M Add +0.4%
IWF iShares Russell 1000 Growth 0.62% 209,731 $70.7M Add +70.1%
AGG iShares Core U.S. Aggregate 0.61% 717,652 $70.3M Add +0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.61% 166,705 $70.1M Add +0.7%
IVW iShares S&P 500 Growth ETF 0.58% 791,906 $66.9M Add +99.6%
CAT Caterpillar Inc. 0.57% 179,639 $65.8M Add +3.2%
VTI VG Morningstar TS MKT ETF-US 0.56% 248,011 $64.5M Add +18.1%
META Meta Platforms Inc. Class A 0.52% 122,710 $59.6M Add +10.5%
ORCL Oracle Corp. 0.52% 470,652 $59.1M Reduce -0.7%
HD Home Depot Inc. 0.51% 151,467 $58.1M Reduce -1.0%
XOM Exxon Mobil Corp. 0.51% 498,537 $57.9M Add +4.3%
FV First Trust DW Focus 5 Fund 0.49% 988,944 $56.6M Add +4.2%
IEFA iShares Core MSCI Eafe ETF 0.49% 761,526 $56.5M Reduce -4.5%
COR Cencora Inc. 0.48% 224,614 $54.6M Reduce -9.1%
UNH Unitedhealth Group Inc. 0.47% 109,202 $54.0M Reduce -4.1%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.46% 1,193,524 $53.0M Add +357242.5%
COST Costco Wholesale Corp. 0.45% 70,903 $51.9M Add +3.0%
GOOGL Alphabet Inc. Class A 0.45% 338,043 $51.0M Reduce -8.1%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.44% 202,361 $50.6M Reduce -14.2%
MCD McDonald's Corp. 0.43% 175,740 $49.6M Add +101.9%
IJR iShares Core S&P Small-Cap E 0.43% 443,879 $49.1M Add +2.2%
IBTF iShares Ibonds Dec 2025 Term 0.43% 2,111,002 $49.0M Add +6.1%
WFC Wells Fargo & Co. 0.41% 816,704 $47.3M Add +1.7%
EFV iShares MSCI Eafe Value ETF 0.41% 862,886 $46.9M Reduce -24.3%
IVE iShares S&P 500 Value ETF 0.41% 250,204 $46.7M Add +665.1%
IYW iShares Ustechnology ETF 0.40% 343,142 $46.3M Add +8.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.40% 183,979 $46.0M Reduce -0.8%
VIG Vanguard Dividend Apprec ETF 0.40% 250,232 $45.7M Reduce -5.5%
BLK BlackRock Finance Inc. 0.39% 53,643 $44.7M Reduce -0.4%
ADP Automatic Data Processing 0.38% 176,485 $44.1M Add +1.3%
ITW Illinois Tool Works 0.38% 163,117 $43.8M Add +0.1%
ADI Analog Devices Inc. 0.38% 221,143 $43.7M Reduce -2.9%
WMT Walmart Inc. 0.37% 702,698 $42.3M Add +1.2%
RSP Invesco S&P 500 Equal Weight 0.36% 240,729 $40.8M Add +48.7%
BND Vanguard Total Bond Market 0.34% 543,305 $39.5M Add +20.0%
PG The Procter & Gamble Co. 0.34% 239,425 $38.8M Reduce -6.1%
IBDQ iShares Ibonds Dec 2025 Term 0.33% 1,547,419 $38.4M Reduce -37.3%
JNJ Johnson & Johnson 0.33% 240,816 $38.1M Reduce -2.3%
AMT American Tower Corp. 0.33% 192,649 $38.1M Add +12.9%
TSCO Tractor Supply Company 0.33% 144,850 $37.9M Add +2.9%
NVS Novartis AG-Sponsored ADR 0.33% 389,725 $37.7M Reduce -0.4%
MDLZ Mondelez International Inc. Class A 0.33% 537,241 $37.6M Add +10.1%
AVY Avery Dennison Corp. 0.33% 167,774 $37.5M Reduce -1.1%
RDVY First Trust Rising Dividend 0.33% 664,096 $37.3M Reduce -7.8%
TSLA Tesla Inc. 0.32% 209,672 $36.9M Reduce -4.1%
EFG iShares MSCI Eafe Growth ETF 0.32% 349,759 $36.3M Add +4.0%
IBTE iShares Ibonds Dec 2024 Term 0.31% 1,503,059 $36.0M Reduce -3.7%
SAP Sap SE-Sponsored ADR 0.31% 182,372 $35.6M Add +9.8%
IBTG iShares Ibonds Dec 2026 Term 0.31% 1,561,019 $35.5M Add +25.6%
PSA Public Storage 0.31% 121,464 $35.2M Add +10.6%
USMV iShares MSCI USA Min Vol Fac 0.30% 411,961 $34.4M Reduce -14.9%
VB Vanguard Most SM-Cap ETF-Usd 0.30% 149,230 $34.1M Reduce -39.4%
VWO Vanguard Ftse Emerging Marke 0.29% 809,242 $33.8M Add +7.0%
PEP Pepsico Inc. 0.29% 193,042 $33.8M Reduce -41.9%
SPAB SS SPDR P Agg Bond ETF 0.29% 1,325,248 $33.5M Add +16.4%
IWM iShares Russell 2000 ETF 0.29% 157,069 $33.0M Add +26.2%
CALF PCR US SM CP CSH CWS ETF-Usd 0.29% 666,636 $32.8M Add +37.2%
IWB iShares Russell 1000 ETF 0.29% 113,663 $32.7M Add +9.4%
SCHD Schwab US DVD Equity ETF 0.28% 392,582 $31.7M Add +9.3%
EMBD Global X Emerging Markets BD 0.27% 1,362,366 $30.8M Add +17.3%
TMUS T-Mobile US Inc. 0.26% 185,842 $30.3M Add +689.3%
AMD Advanced Micro Devices 0.26% 167,463 $30.2M Reduce -7.1%
IBTH iShares Ibonds Dec 2027 Term 0.26% 1,356,845 $30.1M Add +13.3%
DGRO iShares Core Dividend Growth 0.26% 515,191 $29.9M Reduce -68.6%
DFIC Dimensional International Co. 0.26% 1,109,580 $29.7M Add +8.5%
IQLT iShares MSCI International Q 0.26% 742,797 $29.5M Add +8.0%
DFLV Dim US Large Cap Value ETF 0.26% 981,210 $29.4M Add +445.6%
IWY iShares Russell Top 200 Grow 0.25% 148,070 $28.9M Add +26.2%
SPTI SS SPDR P Int Term TSY ETF 0.25% 1,017,337 $28.7M Reduce -14.3%
DTE DTE Energy Company 0.25% 255,113 $28.6M Add +1848.0%
FLOT iShares Floating Rate Bond E 0.25% 556,957 $28.4M Add +5.9%
VBK Van Morst SML-Cap Gro-Usd Inc. 0.25% 108,778 $28.4M Reduce -0.3%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.25% 120,083 $28.3M Add +0.4%
VBR Vngrd Mrngst SL-CP Val ETF-U 0.24% 146,202 $28.1M Add +2.0%
MBB iShares MBS ETF 0.24% 301,535 $27.9M Add +34.2%
GLD SPDR Gold Shares 0.23% 130,308 $26.8M Reduce -5.6%
XLV SS Health Care Select Sector 0.23% 178,096 $26.3M Reduce -28.2%
DGRW Wisdomtree U.S. Quality Divi 0.22% 333,024 $25.4M Add +722.1%

Show all 3,810 holdings

Other holdings (14): bonds, preferreds, convertibles and warrants · $812K (not counted above)
SecurityClassShares / PrincipalValueChange
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L 200$239KReduce -8.3%
EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) PFD CV TR SEC 28 4,600$221KReduce -52.7%
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A 175$213KAdd +118.8%
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 2,596$112KAdd +33.3%
CVE.WS Cenovus Energy Inc. -CW26 *W EXP 01/01/202 848$13KNew
NE.WS Noble Corp. PLC-28 *W EXP 02/04/202 223$7KNo change
NOBLE CORP PLC-28 *W EXP 02/04/202 223$6KNo change
VAL.WS Valaris Ltd. -CW28 *W EXP 04/29/202 103$1KNo change
SAVAW Cassava Sciences Inc.-28 *W EXP 11/15/202 80$323Add +300.0%
MYPSW Playstudios Inc. -CW26 *W EXP 99/99/999 1,667$209Add +233.4%
BFLYW Butterfly Network Inc. -CW25 *W EXP 02/12/202 2,500$113No change
SABSW Sab Biotherapeutics Inc. Class W *W EXP 10/22/202 1,072$42No change
HTZWW Hertz Global Hldgs Inc. -CW51 *W EXP 06/30/205 6$27No change
ALURW Allurion Technologies-28 *W EXP 08/01/203 12$3No change

Total filed on the 13F, all lines: $11.5B.

Portfolio Sells Q4 2023 → Q1 2024
DGRO iShares Core Dividend Growth Reduce -68.6% 0.26% −0.59
MGK Vngrd Mrgstr MG CP GR ETF-Ui Reduce -87.1% 0.05% −0.35
IBDP iShares Ibonds Dec 2024 Term Reduce -65.5% 0.15% −0.33
CMCSA Comcast Corp. Class A Reduce -53.3% 0.20% −0.28
SBUX Starbucks Corp. Reduce -67.6% 0.10% −0.25
IBDQ iShares Ibonds Dec 2025 Term Reduce -37.3% 0.33% −0.25
QQQ Invesco QQQ Trust Series 1 Reduce -21.4% 0.81% −0.24
XLK SS Technology Select Sector Reduce -66.6% 0.11% −0.24
IBDS Ishrs Ibnds Dec 27 Corp. ETF Reduce -87.1% 0.03% −0.24
PEP Pepsico Inc. Reduce -41.9% 0.29% −0.24
ESGU iShares ESG Aware MSCI USA Reduce -64.6% 0.12% −0.23
VGT Vanguard Info Tech ETF Reduce -77.0% 0.06% −0.21
SO The Southern Co. Reduce -60.3% 0.13% −0.21
IBDR iShares Ibonds Dec 2026 Term Reduce -52.2% 0.16% −0.21
VB Vanguard Most SM-Cap ETF-Usd Reduce -39.4% 0.30% −0.20
TSLA Tesla Inc. Reduce -4.1% 0.32% −0.17
EDOW First Trust Dow 30 Eql WGHT Reduce -82.3% 0.04% −0.17
FTCS First Trust Capital Strength Reduce -57.9% 0.15% −0.15
EFV iShares MSCI Eafe Value ETF Reduce -24.3% 0.41% −0.15
OEF iShares S&P 100 ETF Reduce -70.5% 0.06% −0.13
GSLC Goldman Activebeta US LC ETF Reduce -90.4% 0.01% −0.12
IEMG iShares Core MSCI Emerging Reduce -38.6% 0.14% −0.10
XLV SS Health Care Select Sector Reduce -28.2% 0.23% −0.10
UNH Unitedhealth Group Inc. Reduce -4.1% 0.47% −0.09
FXG First Trust Consumer Staples Reduce -90.7% 0.01% −0.09
TLT iShares 20+ Year Treasury BD Reduce -22.4% 0.21% −0.09
IBDT iShares Ibonds Dec 2028 ETF Reduce -61.6% 0.05% −0.09
TFLO iShares Treasury Floating Ra Reduce -36.2% 0.12% −0.08
VO Vngrd Mrngstr MD-Cap ETF-Usd Reduce -14.2% 0.44% −0.08
IBDU iShares Ibonds Dec 2029 Term Reduce -90.2% 0.01% −0.08
SPTI SS SPDR P Int Term TSY ETF Reduce -14.3% 0.25% −0.07
XLU St Sr Utl SL SE SPDR ETF-Usd Reduce -51.8% 0.06% −0.06
USMV iShares MSCI USA Min Vol Fac Reduce -14.9% 0.30% −0.06
IEI iShares 3-7 Year Treasury Bo Reduce -35.5% 0.09% −0.06
HON Honeywell International Inc. Reduce -29.4% 0.10% −0.06
SPYG SS SPDR P S&P 500 Growth ETF Reduce -23.0% 0.21% −0.06
IVV iShares Core S&P 500 ETF Reduce -2.6% 2.95% −0.06
UDEC Innovator U.S. Equity Ultra Reduce -73.3% 0.02% −0.05
GOOGL Alphabet Inc. Class A Reduce -8.1% 0.45% −0.05
ACN Accenture PLC Class A Reduce -12.5% 0.18% −0.05
NVS Novartis AG-Sponsored ADR Reduce -0.4% 0.33% −0.05
QQEW First TR Nasdaq-100 Sel Eq Reduce -63.4% 0.03% −0.05
ADI Analog Devices Inc. Reduce -2.9% 0.38% −0.05
IWR iShares Russell Mid-Cap ETF Reduce -26.2% 0.14% −0.05
OUNZ Vaneck Merk Gold ETF Reduce -93.5% 0.00% −0.04
IBTE iShares Ibonds Dec 2024 Term Reduce -3.7% 0.31% −0.04
JNJ Johnson & Johnson Reduce -2.3% 0.33% −0.04
SGOV iShares 0-3 Month Treasury B Reduce -34.8% 0.06% −0.04
KO The Coca-Cola Co. Reduce -13.8% 0.15% −0.03
VIG Vanguard Dividend Apprec ETF Reduce -5.5% 0.40% −0.03

Portfolio Buys Q4 2023 → Q1 2024
DYNF Ishrs US E F R A ETF-Usd Inc. Add +357242.5% 0.46% +0.46
IVE iShares S&P 500 Value ETF Add +665.1% 0.41% +0.35
IVW iShares S&P 500 Growth ETF Add +99.6% 0.58% +0.30
IWF iShares Russell 1000 Growth Add +70.1% 0.62% +0.26
DTE DTE Energy Company Add +1848.0% 0.25% +0.24
TMUS T-Mobile US Inc. Add +689.3% 0.26% +0.23
DFLV Dim US Large Cap Value ETF Add +445.6% 0.26% +0.21
V Visa Inc. Class A Add +42.9% 0.73% +0.20
DGRW Wisdomtree U.S. Quality Divi Add +722.1% 0.22% +0.19
MCD McDonald's Corp. Add +101.9% 0.43% +0.19
AMZN Amazon.com Inc. Add +3.9% 1.54% +0.17
IUSB Ishr CR Unvrse Usd BD ETF-Ui Add +46.2% 0.63% +0.16
LLY Eli Lilly & Co. Add +7.0% 0.72% +0.15
META Meta Platforms Inc. Class A Add +10.5% 0.52% +0.14
HEFA Isha Curr Hedged MSCI Eafe Add +5898.1% 0.13% +0.13
AVGO Broadcom Inc. Add +7.5% 0.97% +0.12
RSP Invesco S&P 500 Equal Weight Add +48.7% 0.36% +0.11
JPM JPMorgan Chase & Co. Add +5.5% 0.81% +0.10
DFAC Dimensional US Core Equity 2 Add +12.8% 0.87% +0.10
CAT Caterpillar Inc. Add +3.2% 0.57% +0.09
VTI VG Morningstar TS MKT ETF-US Add +18.1% 0.56% +0.09
BINC iShares Flex I A ETF-Usd Inc. Add +101260.9% 0.08% +0.08
VCSH Vanguard S/T Corp. Bond ETF Add +180.2% 0.13% +0.08
MRK Merck & Co. Inc. Add +3.3% 0.70% +0.07
IBDX iShares Ibonds Dec 2032 TC Add +88.4% 0.18% +0.07
CGDV Cap Group Dividend Value Add +69.6% 0.17% +0.07
EMXC iShares MSCI Emr MRK Ex Chna Add +72.2% 0.17% +0.07
SMCI Super Micro Computer Inc. Add +1.6% 0.10% +0.07
CALF PCR US SM CP CSH CWS ETF-Usd Add +37.2% 0.29% +0.07
MSFT Microsoft Corp. Add +2.0% 2.74% +0.07
DFAS Dimensional US Small Cap ETF Add +76.3% 0.16% +0.07
SAP Sap SE-Sponsored ADR Add +9.8% 0.31% +0.06
DFAI Dimensional International Co. Add +47.9% 0.19% +0.06
ETN Eaton Corp. PLC Add +17.1% 0.21% +0.06
XOM Exxon Mobil Corp. Add +4.3% 0.51% +0.06
IWM iShares Russell 2000 ETF Add +26.2% 0.29% +0.06
CGUS Cap Group Core Equity Add +81.3% 0.12% +0.05
FIXD First Trust Smith Opportunis Add +88.1% 0.13% +0.05
BOND PIMCO Active Bond Exchange-T Add +48.0% 0.20% +0.05
IWY iShares Russell Top 200 Grow Add +26.2% 0.25% +0.05
UBER Uber Technologies Inc. Add +110.7% 0.08% +0.05
MPC Marathon Petroleum Corp. Add +16.1% 0.17% +0.05
FUMB First Trust Ultra Short Dur Add +74.8% 0.13% +0.05
FLQL Franklin U.S. Large Cap Mult Add +12482.9% 0.05% +0.05
MBB iShares MBS ETF Add +34.2% 0.24% +0.04
BUFR FT Vest Lad Buffervetf-Usd I Add +37.1% 0.18% +0.04
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 0.61% +0.04
TSCO Tractor Supply Company Add +2.9% 0.33% +0.04
CGGR Cap Group Growth Equity Add +20.1% 0.20% +0.04
IBTG iShares Ibonds Dec 2026 Term Add +25.6% 0.31% +0.04

Notes & Other Activity Q4 2023 → Q1 2024
BANK OF AMERICA CORP (BAC 7.25 PERP L) 7.25%CNV PFD L Reduce -8.3% 200 $239K
EL PASO ENERGY CAP TRST (KMI 4.75 03/31/28) PFD CV TR SEC 28 Reduce -52.7% 4,600 $221K
WELLS FARGO & COMPANY (WFC 7.5 PERP L) PERP PFD CNV A Add +118.8% 175 $213K
OXY.WS Occidental Petroleum-CW27 *W EXP 08/03/202 Add +33.3% 2,596 $112K
CVE.WS Cenovus Energy Inc. -CW26 *W EXP 01/01/202 New 848 $13K
MDAIW Spectral AI -CW27 *W EXP 09/11/202 Sold out 35,086 $7Kbefore exit
SAVAW Cassava Sciences Inc.-28 *W EXP 11/15/202 Add +300.0% 80 $323
MYPSW Playstudios Inc. -CW26 *W EXP 99/99/999 Add +233.4% 1,667 $209
FAZE HOLDINGS INC *W EXP 03/01/202 Sold out 300 $1before exit
HGBL Heritage Global Inc. COM Reduce -100.0% 0 $0
PL Planet Labs PBC COM CL A Reduce -100.0% 0 $0
INVZ Innoviz Technologies Ltd. SHS Reduce -100.0% 0 $0
VTS Vitesse Energy Inc. COMMON STOCK Reduce -100.0% 0 $0
PFIE Profire Energy Inc. COM Reduce -100.0% 0 $0
ATYR Atyr Pharma Inc. COM NEW Sold out 0 $0before exit
ARCB Arcbest Corp. COM Sold out 0 $0before exit
CEPU Central Puerto-Sponsored ADR SPONSORED ADR Sold out 0 $0before exit
CODA Coda Octopus Group Inc. COM NEW Sold out 0 $0before exit
FLORA GROWTH CORP COM Sold out 0 $0before exit
INTT Intest Corp. COM Sold out 0 $0before exit
PKE Park Aerospace Corp. COM Sold out 0 $0before exit
PETQ Petiq Inc. COM CL A Sold out 0 $0before exit
RLGT Radiant Logistics Inc. COM Sold out 0 $0before exit
METC Ramaco Resources Inc. Class A COM CL A Sold out 0 $0before exit
IDAI T Stamp Inc. Class A CL A NEW Sold out 0 $0before exit
TSME Thrivent SML-MDC Eq ETF-US I SMAL MID CAP ETF New 0 $0
ULBI Ultralife Corp. COM Sold out 0 $0before exit

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 4,175$33.6BAAPL, IVV, SPY, NVDA, MSFT
Q1 2026Amended 4,118$27.7BAAPL, NVDA, MSFT, IVV, AMZN
Q4 2025 4,190$27.6BAAPL, MSFT, NVDA, IVV, AMZN
Q3 2025 4,079$22.0BAAPL, NVDA, MSFT, IVV, SPY
Q2 2025 3,973$19.4BMSFT, AAPL, NVDA, IVV, SPY
Q1 2025 3,946$16.8BAAPL, IVV, MSFT, NVDA, SPY
Q4 2024 3,887$16.6BAAPL, IVV, NVDA, MSFT, SPY
Q3 2024 3,787$15.4BAAPL, IVV, MSFT, NVDA, SPY
Q2 2024 3,771$13.7BAAPL, IVV, NVDA, MSFT, SPY
Q1 2024 3,810$11.5BAAPL, IVV, MSFT, NVDA, VOO