Oppenheimer & Co. Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 5, 2024), Oppenheimer & Co. Inc. reported 1,498 stock positions worth $6.5 billion. Its top holding was Microsoft (MSFT) at 4.6% of the portfolio, followed by Apple (AAPL, 3.8%) and Nvidia (NVDA, 2.4%). Compared with Q2 2024, it opened 164 new positions, sold out of 92, added to 569 and reduced 666. The biggest buy was SS SPDR BB 1-3M T-Bill ETF (BIL, shares +138%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000822581
- Portfolio Value
- $6.5B (Q3 2024)
- SEC Filing
- 0001085146-24-005360 ↗ filed Nov 5, 2024
Holdings Value
Holdings 1,498 stocks · $6.5B
| MSFT Microsoft Corp. | 4.64% | 706,809 | $304.1M | Reduce -1.6% |
| AAPL Apple Inc. | 3.83% | 1,076,711 | $250.9M | Reduce -6.7% |
| NVDA Nvidia Corp. | 2.41% | 1,300,676 | $158.0M | Reduce -0.0% |
| AMZN Amazon.com Inc. | 1.76% | 617,026 | $115.0M | Reduce -2.5% |
| META Meta Platforms Inc. Class A | 1.41% | 161,330 | $92.4M | Add +5.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.38% | 196,745 | $90.6M | Reduce -3.0% |
| COST Costco Wholesale Corp. | 1.27% | 94,116 | $83.4M | Reduce -1.4% |
| JPM JPMorgan Chase & Co. | 1.16% | 359,551 | $75.8M | Reduce -0.2% |
| GOOGL Alphabet Inc. Class A | 1.15% | 454,547 | $75.4M | Reduce -3.4% |
| GOOG Alphabet Inc. Class C | 1.09% | 428,361 | $71.6M | Reduce -1.8% |
| LLY Eli Lilly & Co. | 1.05% | 77,967 | $69.1M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 1.01% | 136,099 | $66.4M | Reduce -4.7% |
| IVV iShares Core S&P 500 ETF | 0.93% | 105,807 | $61.0M | Add +2.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.92% | 105,039 | $60.3M | Add +8.4% |
| AVGO Broadcom Inc. | 0.86% | 326,678 | $56.4M | No change |
| HD Home Depot Inc. | 0.79% | 127,982 | $51.9M | Reduce -4.2% |
| V Visa Inc. Class A | 0.76% | 182,119 | $50.1M | Add +1.1% |
| PWR Quanta Services Inc. | 0.61% | 133,739 | $39.9M | Reduce -2.5% |
| AMGN Amgen Inc. | 0.60% | 122,552 | $39.5M | Reduce -0.9% |
| WMT Walmart Inc. | 0.59% | 474,677 | $38.3M | Reduce -5.4% |
| TSLA Tesla Inc. | 0.58% | 144,482 | $37.8M | Add +1.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.57% | 642,940 | $37.2M | Reduce -9.7% |
| VZ Verizon Communications Inc. | 0.57% | 827,813 | $37.2M | Add +48.6% |
| IWF iShares Russell 1000 Growth | 0.56% | 97,283 | $36.5M | Add +2.1% |
| DGRO iShares Core Dividend Growth | 0.54% | 565,087 | $35.4M | Add +5.9% |
| UNH Unitedhealth Group Inc. | 0.52% | 58,490 | $34.2M | Reduce -0.3% |
| IJR iShares Core S&P Small-Cap E | 0.51% | 287,161 | $33.6M | Reduce -8.1% |
| IJH iShares Core S&P Midcap ETF | 0.50% | 529,589 | $33.0M | Reduce -0.9% |
| XOM Exxon Mobil Corp. | 0.50% | 280,550 | $32.9M | Reduce -7.5% |
| GS Goldman Sachs Group Inc. | 0.49% | 65,428 | $32.4M | Reduce -1.9% |
| SHV iShares 0-1 Year Treasury Bo | 0.48% | 282,074 | $31.2M | Add +10.2% |
| VOO Vanguard S&P 500 ETF | 0.46% | 57,096 | $30.1M | Reduce -2.9% |
| ABBV Abbvie Inc. | 0.45% | 148,766 | $29.4M | Reduce -3.2% |
| JNJ Johnson & Johnson | 0.44% | 179,675 | $29.1M | Add +0.1% |
| PEP Pepsico Inc. | 0.43% | 164,792 | $28.0M | Reduce -1.5% |
| ACN Accenture PLC Class A | 0.41% | 75,776 | $26.8M | Add +0.5% |
| KKR KKR & Co. Inc. | 0.41% | 203,825 | $26.6M | Reduce -2.4% |
| T AT&T Inc. | 0.40% | 1,182,235 | $26.0M | Add +22.6% |
| CVX Chevron Corp. | 0.39% | 173,307 | $25.5M | Reduce -4.3% |
| PG The Procter & Gamble Co. | 0.39% | 146,418 | $25.4M | Reduce -2.5% |
| LOW Lowe's Cos Inc. | 0.38% | 91,894 | $24.9M | Reduce -0.6% |
| WM Waste Management Inc. | 0.38% | 119,574 | $24.8M | Reduce -0.7% |
| CSCO Cisco Systems Inc. | 0.38% | 462,963 | $24.6M | Reduce -2.4% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.37% | 263,376 | $24.2M | Add +137.5% |
| CAT Caterpillar Inc. | 0.37% | 61,198 | $23.9M | Reduce -8.1% |
| GILD Gilead Sciences Inc. | 0.36% | 284,508 | $23.9M | Reduce -1.4% |
| MRK Merck & Co. Inc. | 0.36% | 206,238 | $23.4M | Add +3.3% |
| ETN Eaton Corp. PLC | 0.36% | 70,520 | $23.4M | Reduce -3.3% |
| MA Mastercard Inc. Class A | 0.36% | 47,236 | $23.3M | Reduce -0.3% |
| MPC Marathon Petroleum Corp. | 0.35% | 140,596 | $22.9M | Reduce -5.5% |
| NEE Nextera Energy Inc. | 0.34% | 265,450 | $22.4M | Add +4.2% |
| ASTS Ast Spacemobile Inc. | 0.34% | 846,072 | $22.1M | Add +6.0% |
| DMAR FT Vest US Equity Deep Buffe | 0.34% | 588,707 | $22.0M | Reduce -1.8% |
| AMD Advanced Micro Devices | 0.33% | 131,619 | $21.6M | Reduce -6.2% |
| TSM Taiwan Semiconductor-SP ADR | 0.32% | 122,152 | $21.2M | Reduce -6.1% |
| LMT Lockheed Martin Corp. | 0.32% | 36,117 | $21.1M | Reduce -4.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 530,155 | $21.0M | Reduce -3.8% |
| MTUM iShares MSCI USA Momentum Fa | 0.32% | 103,510 | $21.0M | Add +12.7% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.32% | 54,461 | $20.9M | Reduce -0.5% |
| GLD SPDR Gold Shares | 0.32% | 85,678 | $20.8M | Add +1.1% |
| C Citigroup Inc. | 0.31% | 326,814 | $20.5M | Reduce -11.4% |
| NFLX Netflix Inc. | 0.31% | 28,750 | $20.4M | Add +3.1% |
| PLTR Palantir Technologies Inc. Class A | 0.31% | 541,567 | $20.1M | Add +19.2% |
| RTX RTX Corp. | 0.30% | 164,144 | $19.9M | Add +9.2% |
| MRVL Marvell Technology Inc. | 0.30% | 270,895 | $19.5M | Reduce -7.6% |
| PANW Palo Alto Networks Inc. | 0.29% | 55,750 | $19.1M | Reduce -0.7% |
| PFE Pfizer Inc. | 0.29% | 658,388 | $19.1M | Add +8.8% |
| QCOM Qualcomm Inc. | 0.29% | 111,656 | $19.0M | Reduce -16.3% |
| TMO Thermo Fisher Scientific Inc. | 0.29% | 30,265 | $18.7M | Reduce -3.7% |
| JEF Jefferies Financial Group Inc. | 0.28% | 299,297 | $18.4M | Add +2.7% |
| NVO Novo-Nordisk A/S-Spons ADR | 0.27% | 147,376 | $17.5M | Reduce -10.3% |
| MDT Medtronic PLC | 0.26% | 187,011 | $16.8M | Reduce -1.2% |
| SOXX iShares Semiconductor ETF | 0.26% | 72,993 | $16.8M | Reduce -2.4% |
| BX Blackstone Inc. | 0.26% | 109,786 | $16.8M | Reduce -9.1% |
| ORLY O'reilly Automotive Inc. | 0.26% | 14,518 | $16.7M | Reduce -0.9% |
| MCD McDonald's Corp. | 0.25% | 52,733 | $16.1M | Reduce -1.1% |
| KMX Carmax Inc. | 0.24% | 205,808 | $15.9M | Reduce -28.9% |
| CP Canadian Pacific Kansas City | 0.24% | 183,638 | $15.7M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 71,026 | $15.7M | Reduce -2.3% |
| ENB Enbridge Inc. | 0.24% | 383,835 | $15.6M | Add +2.2% |
| ET Energy Transfer LP | 0.24% | 961,030 | $15.4M | Add +35.3% |
| ROK Rockwell Automation Inc. | 0.23% | 56,615 | $15.2M | Add +0.5% |
| SMCI Super Micro Computer Inc. | 0.23% | 35,818 | $14.9M | Reduce -22.5% |
| ADBE Adobe Inc. | 0.23% | 28,771 | $14.9M | Reduce -8.5% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 55,978 | $14.8M | Reduce -10.9% |
| CG The Carlyle Group Inc. | 0.23% | 342,412 | $14.7M | Reduce -14.4% |
| UBER Uber Technologies Inc. | 0.22% | 195,946 | $14.7M | Add +21.6% |
| AFL Aflac Inc. | 0.22% | 128,757 | $14.4M | Reduce -29.8% |
| EFA iShares MSCI Eafe ETF | 0.21% | 167,457 | $14.0M | Add +2.7% |
| NOC Northrop Grumman Corp. | 0.21% | 26,494 | $14.0M | Reduce -7.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 143,024 | $13.8M | Reduce -31.5% |
| NEM Newmont Corp. | 0.21% | 253,849 | $13.6M | Add +7.6% |
| FBND Fidelity Total Bond ETF | 0.21% | 288,536 | $13.5M | Reduce -3.0% |
| FTCS First Trust Capital Strength | 0.20% | 146,333 | $13.3M | Add +2.6% |
| BLK BlackRock Finance Inc. | 0.20% | 13,856 | $13.2M | Reduce -13.9% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.20% | 114,746 | $13.0M | Add +3.3% |
| HON Honeywell International Inc. | 0.20% | 62,514 | $12.9M | Reduce -3.3% |
| EPD Enterprise Products Partners | 0.20% | 442,498 | $12.9M | Reduce -18.9% |
| MS Morgan Stanley | 0.20% | 123,553 | $12.9M | Reduce -7.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.19% | 53,735 | $12.7M | Reduce -14.6% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $9.0M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 4,619 | $5.9M | Reduce -1.7% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 12,380 | $842K | Reduce -12.2% |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 11,450 | $693K | New |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 13,505 | $626K | Reduce -7.5% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 9,700 | $437K | Add +6.6% |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 5,575 | $309K | New |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | 4,200 | $211K | Reduce -14.3% |
| ADVENT CONVERTIBLE AND INCOM | RIGHT 10/17/2024 | 13,297 | $265 | No change |
Total filed on the 13F, all lines: $6.6B.
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -1.6% | 4.64% | −0.46 |
| SMCI Super Micro Computer Inc. | Reduce -22.5% | 0.23% | −0.37 |
| TFLO iShares Treasury Floating Ra | Reduce -92.3% | 0.02% | −0.26 |
| GOOGL Alphabet Inc. Class A | Reduce -3.4% | 1.15% | −0.21 |
| AMZN Amazon.com Inc. | Reduce -2.5% | 1.76% | −0.19 |
| GOOG Alphabet Inc. Class C | Reduce -1.8% | 1.09% | −0.18 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -24.6% | 0.16% | −0.14 |
| NVDA Nvidia Corp. | Reduce -0.0% | 2.41% | −0.14 |
| QCOM Qualcomm Inc. | Reduce -16.3% | 0.29% | −0.13 |
| DIS The Walt Disney Co. | Reduce -31.5% | 0.21% | −0.12 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -10.3% | 0.27% | −0.10 |
| ARLP Alliance Resource Partners | Sold out | 0.00% | −0.10 |
| ALLE Allegion PLC | Reduce -81.5% | 0.03% | −0.10 |
| KMX Carmax Inc. | Reduce -28.9% | 0.24% | −0.09 |
| LLY Eli Lilly & Co. | Reduce -2.0% | 1.05% | −0.09 |
| MEOH Methanex Corp. | Reduce -90.8% | 0.01% | −0.09 |
| MU Micron Technology Inc. | Reduce -41.7% | 0.07% | −0.08 |
| XLV SS Health Care Select Sector | Reduce -30.0% | 0.18% | −0.07 |
| MERC Mercer International Inc. | Reduce -91.9% | 0.00% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.7% | 1.01% | −0.07 |
| XLE SS Energy Select Sector | Reduce -27.4% | 0.15% | −0.07 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -34.1% | 0.14% | −0.07 |
| USFR Wisdomtree Floating Rate Tre | Reduce -82.7% | 0.01% | −0.07 |
| XLK SS Technology Select Sector | Reduce -22.7% | 0.18% | −0.06 |
| IWO iShares Russell 2000 Growth | Reduce -50.5% | 0.07% | −0.06 |
| CVX Chevron Corp. | Reduce -4.3% | 0.39% | −0.06 |
| MPC Marathon Petroleum Corp. | Reduce -5.5% | 0.35% | −0.06 |
| C Citigroup Inc. | Reduce -11.4% | 0.31% | −0.06 |
| AMT American Tower Corp. | Reduce -34.9% | 0.17% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -24.5% | 0.10% | −0.06 |
| WFG West Fraser Timber Co. Ltd. | Reduce -87.0% | 0.01% | −0.06 |
| EPD Enterprise Products Partners | Reduce -18.9% | 0.20% | −0.05 |
| PROSHARES SHORT MSCI EAFE | Reduce -91.5% | 0.00% | −0.05 |
| PROSHARES SHORT S&P500 | Reduce -59.3% | 0.03% | −0.05 |
| SNPS Synopsys Inc. | Reduce -6.4% | 0.17% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -7.5% | 0.50% | −0.05 |
| VET Vermilion Energy Inc. | Sold out | 0.00% | −0.05 |
| ADBE Adobe Inc. | Reduce -8.5% | 0.23% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -62.1% | 0.03% | −0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -9.7% | 0.57% | −0.05 |
| AMAT Applied Materials Inc. | Reduce -5.3% | 0.17% | −0.05 |
| SAN Banco Santander SA-Spon ADR | Reduce -79.6% | 0.01% | −0.05 |
| SUB iShares Short-Term National | Reduce -87.7% | 0.01% | −0.05 |
| EMR Emerson Electric Co. | Reduce -17.7% | 0.17% | −0.05 |
| SCCO Southern Copper Corp. | Reduce -93.0% | 0.00% | −0.04 |
| MRNA Moderna Inc. | Reduce -12.0% | 0.04% | −0.04 |
| FCX Freeport-McMoran Inc. | Reduce -24.3% | 0.12% | −0.04 |
| AFL Aflac Inc. | Reduce -29.8% | 0.22% | −0.04 |
| ELF Elf Beauty Inc. | Reduce -65.7% | 0.01% | −0.04 |
| VLO Valero Energy Corp. | Reduce -13.0% | 0.10% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +137.5% | 0.37% | +0.21 |
| VZ Verizon Communications Inc. | Add +48.6% | 0.57% | +0.20 |
| ASTS Ast Spacemobile Inc. | Add +6.0% | 0.34% | +0.19 |
| META Meta Platforms Inc. Class A | Add +5.4% | 1.41% | +0.18 |
| VOD Vodafone Group PLC-SP ADR | Add +1119.6% | 0.14% | +0.13 |
| TSLA Tesla Inc. | Add +1.2% | 0.58% | +0.13 |
| PLTR Palantir Technologies Inc. Class A | Add +19.2% | 0.31% | +0.12 |
| T AT&T Inc. | Add +22.6% | 0.40% | +0.10 |
| GE General Electric | Add +72.5% | 0.19% | +0.09 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +8.4% | 0.92% | +0.08 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +100.0% | 0.15% | +0.07 |
| AM Antero Midstream Corp. | Add +74.5% | 0.16% | +0.07 |
| KRE SS SPDR S&P Regional Bank | Add +258.1% | 0.09% | +0.06 |
| RTX RTX Corp. | Add +9.2% | 0.30% | +0.06 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +345.0% | 0.07% | +0.06 |
| WWD Woodward Inc. | New | 0.06% | +0.06 |
| TGT Target Corp. | Add +53.0% | 0.17% | +0.06 |
| NEE Nextera Energy Inc. | Add +4.2% | 0.34% | +0.06 |
| AXON Axon Enterprise Inc. | Add +201.7% | 0.07% | +0.06 |
| VST Vistra Corp. | Add +26.1% | 0.13% | +0.05 |
| ET Energy Transfer LP | Add +35.3% | 0.24% | +0.05 |
| DGRO iShares Core Dividend Growth | Add +5.9% | 0.54% | +0.05 |
| JEF Jefferies Financial Group Inc. | Add +2.7% | 0.28% | +0.05 |
| BMY Bristol-Myers Squibb Co. | Add +15.2% | 0.19% | +0.05 |
| NEM Newmont Corp. | Add +7.6% | 0.21% | +0.05 |
| TLT iShares 20+ Year Treasury BD | Add +111.1% | 0.09% | +0.05 |
| TSCO Tractor Supply Company | Add +122.8% | 0.08% | +0.05 |
| ACN Accenture PLC Class A | Add +0.5% | 0.41% | +0.05 |
| MOD Modine Manufacturing Co. | Add +67.4% | 0.08% | +0.04 |
| IWM iShares Russell 2000 ETF | Add +39.8% | 0.14% | +0.04 |
| GBIL Goldman Sachs Access Treasur | Add +69.3% | 0.11% | +0.04 |
| BP BP PLC-Spons ADR | Add +87.0% | 0.11% | +0.04 |
| CARY Angel Oak Income ETF | New | 0.04% | +0.04 |
| VKTX Viking Therapeutics Inc. | Add +43.5% | 0.10% | +0.04 |
| UBER Uber Technologies Inc. | Add +21.6% | 0.22% | +0.04 |
| CGGR Cap Group Growth Equity | Add +205.0% | 0.06% | +0.04 |
| JCPB JPMorgan Core Plus Bond ETF | Add +96.7% | 0.08% | +0.04 |
| AER Aercap Holdings NV | Add +231.3% | 0.05% | +0.04 |
| MTUM iShares MSCI USA Momentum Fa | Add +12.7% | 0.32% | +0.04 |
| AVUV Avantis US Small Cap Value | Add +644.8% | 0.04% | +0.04 |
| PM Philip Morris International | Add +12.2% | 0.16% | +0.04 |
| VTI VG Morningstar TS MKT ETF-US | Add +21.8% | 0.18% | +0.04 |
| IVV iShares Core S&P 500 ETF | Add +2.4% | 0.93% | +0.03 |
| DIA SS SPDR Dow Jones Indus Avg | Add +16.7% | 0.19% | +0.03 |
| VNQ Vanguard Real Estate ETF | Add +41.3% | 0.09% | +0.03 |
| RSST Return Stacked US SM FTR ETF | New | 0.03% | +0.03 |
| PYPL PayPal Holdings Inc. | Add +23.0% | 0.08% | +0.03 |
| ASPN Aspen Aerogels Inc. | Add +167.2% | 0.04% | +0.03 |
| GLD SPDR Gold Shares | Add +1.1% | 0.32% | +0.03 |
| CARR Carrier Global Corp. | Add +25.5% | 0.08% | +0.03 |
Notes & Other Activity Q2 2024 → Q3 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -1.7% | 4,619 | $5.9M |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -12.2% | 12,380 | $842K |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | New | 11,450 | $693K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -7.5% | 13,505 | $626K |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Add +6.6% | 9,700 | $437K |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | New | 5,575 | $309K |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | Reduce -14.3% | 4,200 | $211K |
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 | 1,747 | $9.4B | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q1 2026 | 1,673 | $8.2B | AAPL, MSFT, NVDA, AMZN, GOOG |
| Q4 2025 | 1,521 | $7.0B | MSFT, NVDA, GOOGL, GOOG, JPM |
| Q3 2025 | 1,639 | $8.2B | MSFT, AAPL, NVDA, AMZN, META |
| Q2 2025 | 1,596 | $7.6B | MSFT, AAPL, NVDA, AMZN, META |
| Q1 2025 | 1,556 | $6.6B | MSFT, AAPL, NVDA, AMZN, BRK.B |
| Q4 2024 | 1,540 | $6.7B | MSFT, AAPL, NVDA, AMZN, META |
| Q3 2024 | 1,498 | $6.5B | MSFT, AAPL, NVDA, AMZN, META |
| Q2 2024 | 1,425 | $6.3B | MSFT, AAPL, NVDA, AMZN, GOOGL |
| Q1 2024 | 1,431 | $6.0B | MSFT, AAPL, NVDA, AMZN, BRK.B |