Oppenheimer & Co. Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 5, 2025), Oppenheimer & Co. Inc. reported 1,540 stock positions worth $6.7 billion. Its top holding was Microsoft (MSFT) at 4.5% of the portfolio, followed by Apple (AAPL, 4.1%) and Nvidia (NVDA, 2.5%). Compared with Q3 2024, it opened 170 new positions, sold out of 128, added to 708 and reduced 573. The biggest buy was a new position in FT Vest US Equity Deep Buffe (DNOV) and the biggest sale FT Vest US Equity Deep Buffe (DMAR, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000822581
- Portfolio Value
- $6.7B (Q4 2024)
- SEC Filing
- 0001085146-25-000778 ↗ filed Feb 5, 2025
Holdings Value
Holdings 1,540 stocks · $6.7B
| MSFT Microsoft Corp. | 4.46% | 708,591 | $298.7M | Add +0.3% |
| AAPL Apple Inc. | 4.10% | 1,095,665 | $274.4M | Add +1.8% |
| NVDA Nvidia Corp. | 2.50% | 1,247,815 | $167.6M | Reduce -4.1% |
| AMZN Amazon.com Inc. | 2.01% | 614,399 | $134.8M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 1.48% | 169,535 | $99.3M | Add +5.1% |
| COST Costco Wholesale Corp. | 1.32% | 96,657 | $88.6M | Add +2.7% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.32% | 195,316 | $88.5M | Reduce -0.7% |
| JPM JPMorgan Chase & Co. | 1.31% | 365,036 | $87.5M | Add +1.5% |
| GOOGL Alphabet Inc. Class A | 1.29% | 454,538 | $86.0M | Reduce 0.0% |
| GOOG Alphabet Inc. Class C | 1.22% | 430,298 | $81.9M | Add +0.5% |
| AVGO Broadcom Inc. | 1.13% | 326,050 | $75.6M | Reduce -0.2% |
| QQQ Invesco QQQ Trust Series 1 | 1.03% | 135,258 | $69.1M | Reduce -0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.97% | 110,294 | $64.6M | Add +5.0% |
| IVV iShares Core S&P 500 ETF | 0.94% | 107,155 | $63.1M | Add +1.3% |
| TSLA Tesla Inc. | 0.87% | 143,552 | $58.0M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 0.84% | 72,683 | $56.1M | Reduce -6.8% |
| V Visa Inc. Class A | 0.84% | 176,869 | $55.9M | Reduce -2.9% |
| HD Home Depot Inc. | 0.73% | 126,210 | $49.1M | Reduce -1.4% |
| WMT Walmart Inc. | 0.66% | 490,349 | $44.3M | Add +3.3% |
| PLTR Palantir Technologies Inc. Class A | 0.60% | 533,000 | $40.3M | Reduce -1.6% |
| IWF iShares Russell 1000 Growth | 0.60% | 99,670 | $40.0M | Add +2.5% |
| PWR Quanta Services Inc. | 0.60% | 126,171 | $39.9M | Reduce -5.7% |
| GS Goldman Sachs Group Inc. | 0.57% | 66,266 | $37.9M | Add +1.3% |
| DGRO iShares Core Dividend Growth | 0.54% | 589,131 | $36.1M | Add +4.3% |
| COWZ Pacer US Cash Cows 100 ETF | 0.52% | 621,464 | $35.1M | Reduce -3.3% |
| IJH iShares Core S&P Midcap ETF | 0.51% | 552,630 | $34.4M | Add +4.3% |
| IJR iShares Core S&P Small-Cap E | 0.51% | 298,755 | $34.4M | Add +4.0% |
| XOM Exxon Mobil Corp. | 0.49% | 302,244 | $32.5M | Add +7.7% |
| VOO Vanguard S&P 500 ETF | 0.48% | 60,066 | $32.4M | Add +5.2% |
| KKR KKR & Co. Inc. | 0.45% | 205,800 | $30.4M | Add +1.0% |
| UNH Unitedhealth Group Inc. | 0.45% | 59,320 | $30.0M | Add +1.4% |
| AMGN Amgen Inc. | 0.43% | 111,168 | $29.0M | Reduce -9.3% |
| MRVL Marvell Technology Inc. | 0.42% | 257,488 | $28.4M | Reduce -5.0% |
| T AT&T Inc. | 0.42% | 1,242,755 | $28.3M | Add +5.1% |
| SHV iShares 0-1 Year Treasury Bo | 0.41% | 251,510 | $27.7M | Reduce -10.8% |
| ABBV Abbvie Inc. | 0.40% | 149,869 | $26.6M | Add +0.7% |
| CSCO Cisco Systems Inc. | 0.40% | 446,881 | $26.5M | Reduce -3.5% |
| GILD Gilead Sciences Inc. | 0.40% | 286,343 | $26.4M | Add +0.6% |
| NFLX Netflix Inc. | 0.39% | 29,515 | $26.3M | Add +2.7% |
| JNJ Johnson & Johnson | 0.39% | 181,513 | $26.3M | Add +1.0% |
| ACN Accenture PLC Class A | 0.39% | 73,732 | $25.9M | Reduce -2.7% |
| ETN Eaton Corp. PLC | 0.38% | 77,155 | $25.6M | Add +9.4% |
| CVX Chevron Corp. | 0.37% | 173,119 | $25.1M | Reduce -0.1% |
| MA Mastercard Inc. Class A | 0.37% | 47,412 | $25.0M | Add +0.4% |
| PG The Procter & Gamble Co. | 0.37% | 147,931 | $24.8M | Add +1.0% |
| TSM Taiwan Semiconductor-SP ADR | 0.36% | 122,449 | $24.2M | Add +0.2% |
| WM Waste Management Inc. | 0.35% | 117,583 | $23.7M | Reduce -1.7% |
| PEP Pepsico Inc. | 0.35% | 153,885 | $23.4M | Reduce -6.6% |
| C Citigroup Inc. | 0.35% | 330,574 | $23.3M | Add +1.1% |
| LOW Lowe's Cos Inc. | 0.34% | 93,311 | $23.0M | Add +1.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.34% | 55,514 | $22.8M | Add +1.9% |
| IWP iShares Russell Mid-Cap Grow | 0.34% | 179,136 | $22.7M | Add +128.7% |
| VZ Verizon Communications Inc. | 0.34% | 567,635 | $22.7M | Reduce -31.4% |
| PANW Palo Alto Networks Inc. | 0.33% | 123,144 | $22.4M | Add +10.4% |
| GLD SPDR Gold Shares | 0.33% | 91,422 | $22.1M | Add +6.7% |
| JEF Jefferies Financial Group Inc. | 0.33% | 278,078 | $21.8M | Reduce -7.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.32% | 485,850 | $21.4M | Reduce -8.4% |
| DNOV FT Vest US Equity Deep Buffe | 0.32% | 493,441 | $21.2M | New |
| MTUM iShares MSCI USA Momentum Fa | 0.30% | 98,093 | $20.3M | Reduce -5.2% |
| MRK Merck & Co. Inc. | 0.30% | 203,328 | $20.2M | Reduce -1.4% |
| CAT Caterpillar Inc. | 0.30% | 55,124 | $20.0M | Reduce -9.9% |
| ET Energy Transfer LP | 0.29% | 999,694 | $19.6M | Add +4.0% |
| MPC Marathon Petroleum Corp. | 0.28% | 133,374 | $18.6M | Reduce -5.1% |
| BX Blackstone Inc. | 0.27% | 106,067 | $18.3M | Reduce -3.4% |
| RTX RTX Corp. | 0.27% | 157,285 | $18.2M | Reduce -4.2% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.27% | 198,277 | $18.1M | Reduce -24.7% |
| ASTS Ast Spacemobile Inc. | 0.27% | 854,063 | $18.0M | Add +0.9% |
| NEE Nextera Energy Inc. | 0.26% | 245,910 | $17.6M | Reduce -7.4% |
| QCOM Qualcomm Inc. | 0.26% | 111,971 | $17.2M | Add +0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.25% | 76,601 | $16.8M | Add +7.8% |
| CRM Salesforce Inc. | 0.25% | 50,179 | $16.8M | Add +15.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.25% | 62,746 | $16.6M | Add +12.1% |
| CG The Carlyle Group Inc. | 0.25% | 327,869 | $16.6M | Reduce -4.3% |
| ENB Enbridge Inc. | 0.24% | 386,264 | $16.4M | Add +0.6% |
| KMX Carmax Inc. | 0.24% | 199,811 | $16.3M | Reduce -2.9% |
| ROK Rockwell Automation Inc. | 0.24% | 55,283 | $15.8M | Reduce -2.4% |
| ORLY O'reilly Automotive Inc. | 0.23% | 13,198 | $15.7M | Reduce -9.1% |
| MCD McDonald's Corp. | 0.23% | 53,897 | $15.6M | Add +2.2% |
| SOXX iShares Semiconductor ETF | 0.23% | 71,927 | $15.5M | Reduce -1.5% |
| PFE Pfizer Inc. | 0.23% | 581,371 | $15.4M | Reduce -11.7% |
| LMT Lockheed Martin Corp. | 0.23% | 31,687 | $15.4M | Reduce -12.3% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 29,458 | $15.3M | Reduce -2.7% |
| ZTS Zoetis Inc. | 0.23% | 93,114 | $15.2M | Add +72.4% |
| XLK SS Technology Select Sector | 0.23% | 65,245 | $15.2M | Add +23.6% |
| MS Morgan Stanley | 0.22% | 119,543 | $15.0M | Reduce -3.3% |
| MDT Medtronic PLC | 0.22% | 186,632 | $14.9M | Reduce -0.2% |
| AXP American Express Co. | 0.22% | 50,009 | $14.8M | Add +11.0% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.21% | 128,893 | $14.4M | Reduce -9.9% |
| BLK BlackRock Inc. | 0.21% | 13,985 | $14.3M | Add +0.9% |
| HON Honeywell International Inc. | 0.21% | 63,113 | $14.3M | Add +1.0% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.21% | 33,055 | $14.1M | Add +12.6% |
| EPD Enterprise Products Partners | 0.21% | 448,299 | $14.1M | Add +1.3% |
| NOC Northrop Grumman Corp. | 0.21% | 29,529 | $13.9M | Add +11.5% |
| ADBE Adobe Inc. | 0.21% | 30,875 | $13.7M | Add +7.3% |
| FTCS First Trust Capital Strength | 0.20% | 154,264 | $13.5M | Add +5.4% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.20% | 55,724 | $13.4M | Add +3.7% |
| AFL Aflac Inc. | 0.20% | 128,568 | $13.3M | Reduce -0.1% |
| AMD Advanced Micro Devices | 0.20% | 108,539 | $13.1M | Reduce -17.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.19% | 44,921 | $13.0M | Add +5.0% |
| VST Vistra Corp. | 0.19% | 93,984 | $13.0M | Add +29.8% |
Other holdings (8): bonds, preferreds, convertibles and warrants · $9.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 4,570 | $5.6M | Reduce -1.1% |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | 11,480 | $998K | Reduce -7.3% |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | 13,905 | $872K | Add +21.4% |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | 10,950 | $667K | New |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | 12,905 | $528K | Reduce -4.4% |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | 11,160 | $454K | Add +15.1% |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | 5,475 | $267K | Reduce -1.8% |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | 3,200 | $226K | Reduce -23.8% |
Total filed on the 13F, all lines: $6.7B.
Portfolio Sells Q3 2024 → Q4 2024
| DMAR FT Vest US Equity Deep Buffe | Reduce -97.7% | 0.01% | −0.33 |
| VZ Verizon Communications Inc. | Reduce -31.4% | 0.34% | −0.23 |
| SMCI Super Micro Computer Inc. | Sold out | 0.00% | −0.23 |
| LLY Eli Lilly & Co. | Reduce -6.8% | 0.84% | −0.22 |
| AMGN Amgen Inc. | Reduce -9.3% | 0.43% | −0.17 |
| AMD Advanced Micro Devices | Reduce -17.5% | 0.20% | −0.13 |
| NEM Newmont Corp. | Reduce -36.7% | 0.09% | −0.12 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Reduce -24.7% | 0.27% | −0.10 |
| IIPR Innovative Industrial Proper | Sold out | 0.00% | −0.10 |
| DOW Dow Inc. | Reduce -34.0% | 0.08% | −0.09 |
| LMT Lockheed Martin Corp. | Reduce -12.3% | 0.23% | −0.09 |
| NVO Novo-Nordisk A/S-Spons ADR | Reduce -6.3% | 0.18% | −0.09 |
| NEE Nextera Energy Inc. | Reduce -7.4% | 0.26% | −0.08 |
| PEP Pepsico Inc. | Reduce -6.6% | 0.35% | −0.08 |
| UBER Uber Technologies Inc. | Reduce -15.5% | 0.15% | −0.08 |
| MPC Marathon Petroleum Corp. | Reduce -5.1% | 0.28% | −0.07 |
| CP Canadian Pacific Kansas City | Reduce -13.6% | 0.17% | −0.07 |
| VOD Vodafone Group PLC-SP ADR | Reduce -35.9% | 0.08% | −0.07 |
| CAT Caterpillar Inc. | Reduce -9.9% | 0.30% | −0.07 |
| SHV iShares 0-1 Year Treasury Bo | Reduce -10.8% | 0.41% | −0.06 |
| SLB SLB Ltd. | Reduce -50.2% | 0.05% | −0.06 |
| PFE Pfizer Inc. | Reduce -11.7% | 0.23% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.7% | 1.32% | −0.06 |
| TGT Target Corp. | Reduce -23.6% | 0.11% | −0.06 |
| HD Home Depot Inc. | Reduce -1.4% | 0.73% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.7% | 0.23% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.30% | −0.06 |
| XLI SS Industrial Select Sector | Reduce -35.0% | 0.08% | −0.05 |
| FCX Freeport-McMoran Inc. | Reduce -20.8% | 0.07% | −0.05 |
| PLD Prologis Inc. | Reduce -26.8% | 0.07% | −0.05 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -41.9% | 0.05% | −0.05 |
| HCA HCA Healthcare Inc. | Reduce -22.8% | 0.06% | −0.05 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -28.2% | 0.09% | −0.05 |
| FPI Farmland Partners Inc. | Reduce -95.8% | 0.00% | −0.05 |
| BLDR Builders Firstsource Inc. | Reduce -37.7% | 0.04% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -3.3% | 0.52% | −0.04 |
| XLE SS Energy Select Sector | Reduce -24.6% | 0.11% | −0.04 |
| AMT American Tower Corp. | Reduce -1.5% | 0.13% | −0.04 |
| OIH Vaneck Oil Services ETF | Reduce -84.1% | 0.01% | −0.04 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -92.2% | 0.00% | −0.04 |
| DVN Devon Energy Corp. | Reduce -33.7% | 0.05% | −0.04 |
| QSR Restaurant Brands Intern | Reduce -48.6% | 0.03% | −0.04 |
| PHM Pultegroup Inc. | Reduce -7.1% | 0.08% | −0.04 |
| EFA iShares MSCI Eafe ETF | Reduce -6.0% | 0.18% | −0.04 |
| TROW T Rowe Price Group Inc. | Reduce -34.9% | 0.07% | −0.04 |
| KLAC KLA Corp. | Reduce -27.5% | 0.05% | −0.04 |
| MDT Medtronic PLC | Reduce -0.2% | 0.22% | −0.03 |
| FTXL First Trust Nasdaq Semicondu | Reduce -29.7% | 0.06% | −0.03 |
| ARM Arm Holdings PLC-ADR | Reduce -11.3% | 0.10% | −0.03 |
| GE General Electric | Reduce -4.3% | 0.16% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| DNOV FT Vest US Equity Deep Buffe | New | 0.32% | +0.32 |
| AAPL Apple Inc. | Add +1.8% | 4.10% | +0.27 |
| IWP iShares Russell Mid-Cap Grow | Add +128.7% | 0.34% | +0.20 |
| SMCI Super Micro Computer Inc. | New | 0.18% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +1.5% | 1.31% | +0.15 |
| GOOG Alphabet Inc. Class C | Add +0.5% | 1.22% | +0.13 |
| MPLX MPLX LP | Add +368.0% | 0.13% | +0.11 |
| IONQ Ionq Inc. | Add +276.1% | 0.10% | +0.09 |
| NFLX Netflix Inc. | Add +2.7% | 0.39% | +0.08 |
| WMT Walmart Inc. | Add +3.3% | 0.66% | +0.08 |
| META Meta Platforms Inc. Class A | Add +5.1% | 1.48% | +0.07 |
| GS Goldman Sachs Group Inc. | Add +1.3% | 0.57% | +0.07 |
| CRM Salesforce Inc. | Add +15.8% | 0.25% | +0.07 |
| SPYV SS SPDR P S&P 500 Value ETF | New | 0.07% | +0.07 |
| ZTS Zoetis Inc. | Add +72.4% | 0.23% | +0.07 |
| VRT Vertiv Holdings Co. Class A | Add +70.7% | 0.13% | +0.06 |
| VST Vistra Corp. | Add +29.8% | 0.19% | +0.06 |
| PULS Pgim Ultra Short Bond ETF | Add +82.2% | 0.14% | +0.06 |
| APO Apollo Global Management Inc. | Add +48.3% | 0.12% | +0.06 |
| ET Energy Transfer LP | Add +4.0% | 0.29% | +0.06 |
| EG Everest Group Ltd. | Add +172.8% | 0.09% | +0.06 |
| SOFI Sofi Technologies Inc. | Add +47.9% | 0.08% | +0.05 |
| ALAB Astera Labs Inc. | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +2.7% | 1.32% | +0.05 |
| SPTL SS SPDR PF LNG TRM TSY E-Usd | Add +113.0% | 0.10% | +0.05 |
| KKR KKR & Co. Inc. | Add +1.0% | 0.45% | +0.05 |
| EQIX Equinix Inc. | Add +61.6% | 0.12% | +0.05 |
| ARES Ares Management Corp. Class A | Add +68.3% | 0.10% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +5.0% | 0.97% | +0.05 |
| WMB Williams Cos Inc. | Add +25.6% | 0.14% | +0.05 |
| XLK SS Technology Select Sector | Add +23.6% | 0.23% | +0.04 |
| PANW Palo Alto Networks Inc. | Add +10.4% | 0.33% | +0.04 |
| MSTR Strategy Inc. | Add +665.5% | 0.05% | +0.04 |
| TMUS T-Mobile US Inc. | Add +25.5% | 0.18% | +0.04 |
| VEEV Veeva Systems Inc. Class A | Add +323.7% | 0.06% | +0.04 |
| BN Brookfield Corp. | Add +133.9% | 0.07% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +2.5% | 0.60% | +0.04 |
| EQT Eqt Corp. | Add +203.7% | 0.06% | +0.04 |
| ANET Arista Networks Inc. | Add +41.6% | 0.10% | +0.04 |
| TSM Taiwan Semiconductor-SP ADR | Add +0.2% | 0.36% | +0.04 |
| RCL Royal Caribbean Cruises Ltd. | Add +41.8% | 0.08% | +0.04 |
| C Citigroup Inc. | Add +1.1% | 0.35% | +0.04 |
| AXP American Express Co. | Add +11.0% | 0.22% | +0.04 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +23.7% | 0.18% | +0.03 |
| GILD Gilead Sciences Inc. | Add +0.6% | 0.40% | +0.03 |
| FIVN FIVE9 Inc. | New | 0.03% | +0.03 |
| XLRE SS Real Estate Select Sector | Add +121.7% | 0.06% | +0.03 |
| ORCL Oracle Corp. | Add +22.8% | 0.19% | +0.03 |
| EW Edwards Lifesciences Corp. | Add +57.2% | 0.07% | +0.03 |
| COIN Coinbase Global Inc. Class A | Add +160.9% | 0.04% | +0.03 |
Notes & Other Activity Q3 2024 → Q4 2024
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -1.1% | 4,570 | $5.6M |
| APOLLO GLOBAL MANAGEMENT (APO 6.75 07/31/26) | SER A MAND CNV | Reduce -7.3% | 11,480 | $998K |
| HP ENTERPRISE CO (HPE 7.625 09/01/27) | 7.625 MAND CONV | Add +21.4% | 13,905 | $872K |
| BOEING CO/THE (BA 6 10/15/27) | DEP CONV PFD A | New | 10,950 | $667K |
| NEXTERA ENERGY INC (NEE 6.926 09/01/25) | UNIT 09/01/2025 | Reduce -4.4% | 12,905 | $528K |
| ALBEMARLE CORP (ALB 7.25 03/01/27) | 7.25% DEP SHS A | Add +15.1% | 11,160 | $454K |
| NEXTERA ENERGY INC (NEE 7.299 06/01/27) | UNIT 06/01/2027 | Reduce -1.8% | 5,475 | $267K |
| CHART INDUSTRIES INC (GTLS 6.75 12/15/25 B) | 6.75DP CNV PFD B | Reduce -23.8% | 3,200 | $226K |
| ADVENT CONVERTIBLE AND INCOM | RIGHT 10/17/2024 | Sold out | 13,297 | $265before 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 | 1,747 | $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 |