Perigon Wealth Management, LLC
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 2, 2024), Perigon Wealth Management, LLC reported 857 stock positions worth $3.4 billion. Its top holding was Apple (AAPL) at 7.2% of the portfolio, followed by Nvidia (NVDA, 6.5%) and iShares Core S&P 500 ETF (IVV, 3.5%). Compared with Q1 2024, it opened 77 new positions, sold out of 69, added to 426 and reduced 331. The biggest buy was John Hancock Multi Fact Mid (JHMM, shares +2318%) and the biggest sale an exit from Vanguard Ftse Developed ETF (VEA).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001575239
- Portfolio Value
- $3.4B (Q2 2024)
- SEC Filing
- 0001951757-24-000620 ↗ filed Aug 2, 2024
Holdings Value
Holdings 857 stocks · $3.4B
| AAPL Apple Inc. | 7.16% | 1,171,971 | $246.8M | Reduce -2.0% |
| NVDA Nvidia Corp. | 6.54% | 1,823,212 | $225.2M | Reduce -3.8% |
| IVV iShares Core S&P 500 ETF | 3.48% | 219,142 | $119.9M | Add +0.4% |
| AMZN Amazon.com Inc. | 2.48% | 441,964 | $85.4M | Reduce -1.4% |
| QQQ Invesco QQQ Trust Series 1 | 2.35% | 168,817 | $80.9M | Add +1.5% |
| VOO Vanguard S&P 500 ETF | 2.17% | 149,557 | $74.8M | Reduce -2.6% |
| MSFT Microsoft Corp. | 2.11% | 162,943 | $72.8M | Reduce -1.6% |
| GOOGL Alphabet Inc. Class A | 1.54% | 291,643 | $53.1M | Reduce -1.2% |
| GOOG Alphabet Inc. Class C | 1.50% | 281,799 | $51.7M | Reduce -3.1% |
| DFAC Dimensional US Core Equity 2 | 1.49% | 1,595,620 | $51.4M | Add +5.0% |
| OXY Occidental Petroleum Corp. | 1.49% | 815,115 | $51.4M | Add +0.0% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.32% | 83,607 | $45.5M | Reduce -4.3% |
| META Meta Platforms Inc. Class A | 1.06% | 72,585 | $36.6M | Add +0.7% |
| LLY Eli Lilly & Co. | 1.03% | 39,222 | $35.5M | Add +0.7% |
| HD Home Depot Inc. | 1.02% | 102,144 | $35.2M | Add +0.4% |
| BBUS JPMorgan Betabuilders US Equ | 0.95% | 333,052 | $32.7M | Add +8.7% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.94% | 715,610 | $32.4M | Add +1.8% |
| VTI VG Morningstar TS MKT ETF-US | 0.91% | 117,448 | $31.4M | Reduce -0.5% |
| SCHG Schwab US Large-Cap Growth | 0.81% | 276,717 | $27.9M | Reduce -1.0% |
| IJH iShares Core S&P Midcap ETF | 0.80% | 470,139 | $27.5M | Add +0.2% |
| AGG iShares Core U.S. Aggregate | 0.71% | 251,443 | $24.4M | Reduce -2.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 59,760 | $24.3M | Add +2.9% |
| JPM JPMorgan Chase & Co. | 0.70% | 120,066 | $24.3M | Add +0.3% |
| MCO Moody's Corp. | 0.68% | 55,462 | $23.3M | Reduce -1.0% |
| MUB iShares National Muni Bond E | 0.67% | 217,221 | $23.1M | Add +11.5% |
| SCHF Schwab Intl Equity ETF | 0.67% | 598,488 | $23.0M | Add +0.6% |
| DFAI Dimensional International Co. | 0.60% | 693,052 | $20.6M | Add +4.2% |
| MA Mastercard Inc. Class A | 0.58% | 45,690 | $20.2M | Reduce -1.6% |
| QUAL iShares MSCI USA Quality Fac | 0.57% | 115,999 | $19.8M | Add +6.9% |
| IYW iShares Ustechnology ETF | 0.57% | 131,613 | $19.8M | Add +3.7% |
| TMO Thermo Fisher Scientific Inc. | 0.54% | 33,690 | $18.6M | Reduce -0.8% |
| GOVT iShares US Treasury Bond ETF | 0.54% | 823,596 | $18.6M | Reduce -1.3% |
| SGOV iShares 0-3 Month Treasury B | 0.53% | 180,655 | $18.2M | Add +60.6% |
| XLV SS Health Care Select Sector | 0.52% | 123,897 | $18.1M | Reduce -0.5% |
| SHY iShares 1-3 Year Treasury Bo | 0.52% | 220,858 | $18.0M | Add +10.8% |
| TSLA Tesla Inc. | 0.52% | 90,135 | $17.8M | Reduce -10.9% |
| IJR iShares Core S&P Small-Cap E | 0.52% | 167,044 | $17.8M | Add +0.6% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.51% | 47,379 | $17.7M | Add +51.0% |
| COST Costco Wholesale Corp. | 0.48% | 19,667 | $16.7M | Reduce -1.5% |
| JHMM John Hancock Multi Fact Mid | 0.48% | 302,857 | $16.7M | Add +2318.2% |
| IWB iShares Russell 1000 ETF | 0.48% | 55,120 | $16.4M | Add +1.0% |
| AVGO Broadcom Inc. | 0.47% | 10,108 | $16.2M | Add +1.5% |
| XOM Exxon Mobil Corp. | 0.47% | 140,019 | $16.1M | Add +9.2% |
| ABBV Abbvie Inc. | 0.47% | 93,432 | $16.0M | Reduce -3.7% |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 215,418 | $15.6M | Reduce -6.2% |
| DFAU Dimensional US Core Equity M | 0.44% | 402,881 | $15.1M | Add +12.2% |
| DFAE Dimensional Emerging Core Eq | 0.43% | 578,647 | $15.0M | Add +6.6% |
| MCD McDonald's Corp. | 0.41% | 55,888 | $14.2M | Reduce -7.4% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.40% | 234,501 | $13.9M | Add +14.2% |
| SCHV Schwab US Large-Cap Value | 0.39% | 182,875 | $13.5M | Add +1.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 61,928 | $13.5M | Add +2.5% |
| BSV Vanguard Short-Term Bond ETF | 0.39% | 175,839 | $13.5M | Reduce -1.4% |
| MBB iShares MBS ETF | 0.39% | 146,871 | $13.5M | Add +2.8% |
| JNJ Johnson & Johnson | 0.38% | 89,472 | $13.1M | Reduce -9.8% |
| AXP American Express Co. | 0.38% | 55,885 | $12.9M | Add +2.2% |
| MRK Merck & Co. Inc. | 0.37% | 103,961 | $12.9M | Reduce -35.8% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.37% | 254,732 | $12.8M | Reduce -2.7% |
| EFG iShares MSCI Eafe Growth ETF | 0.37% | 123,210 | $12.6M | Add +73.9% |
| SCHW Schwab (charles) Corp. | 0.36% | 170,729 | $12.6M | Add +3.6% |
| CVX Chevron Corp. | 0.36% | 79,982 | $12.5M | Add +1.6% |
| CRM Salesforce Inc. | 0.36% | 47,965 | $12.3M | Reduce -5.3% |
| IWM iShares Russell 2000 ETF | 0.35% | 60,302 | $12.2M | Add +0.2% |
| IEF iShares 7-10 Year Treasury B | 0.35% | 128,108 | $12.0M | Add +0.1% |
| SCHD Schwab US DVD Equity ETF | 0.35% | 153,025 | $11.9M | Reduce -2.2% |
| IEMG iShares Core MSCI Emerging | 0.34% | 218,530 | $11.7M | Add +11.4% |
| EFA iShares MSCI Eafe ETF | 0.33% | 144,573 | $11.3M | Add +3.8% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.32% | 234,237 | $11.0M | Add +21.8% |
| QCOM Qualcomm Inc. | 0.32% | 54,981 | $11.0M | Reduce -4.1% |
| JQUA JPMorgan US Quality Factor | 0.32% | 206,051 | $10.9M | Add +6.8% |
| IVE iShares S&P 500 Value ETF | 0.31% | 58,382 | $10.6M | Add +9.8% |
| IAU iShares Gold Trust | 0.30% | 232,294 | $10.2M | Reduce -11.6% |
| BND Vanguard Total Bond Market | 0.29% | 140,521 | $10.1M | Reduce -0.9% |
| RSP Invesco S&P 500 Equal Weight | 0.29% | 61,595 | $10.1M | Add +0.0% |
| PG The Procter & Gamble Co. | 0.29% | 60,511 | $10.0M | Reduce -2.3% |
| VWO Vanguard Ftse Emerging Marke | 0.28% | 219,279 | $9.6M | Reduce -0.1% |
| IEI iShares 3-7 Year Treasury Bo | 0.27% | 80,121 | $9.3M | Add +2.1% |
| IVW iShares S&P 500 Growth ETF | 0.27% | 99,869 | $9.2M | Add +4.7% |
| TFLO iShares Treasury Floating Ra | 0.26% | 179,890 | $9.1M | Add +4.5% |
| AVDV Avantis Intl S/C Value ETF | 0.26% | 139,386 | $9.1M | Add +6.6% |
| REGN Regeneron Pharmaceuticals | 0.25% | 8,319 | $8.7M | Add +3.0% |
| BX Blackstone Inc. | 0.25% | 70,175 | $8.7M | Reduce -8.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.25% | 86,089 | $8.5M | Add +3.5% |
| CME Cme Group Inc. | 0.24% | 41,935 | $8.2M | Reduce -2.9% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.24% | 51,279 | $8.2M | Add +0.5% |
| GLD SPDR Gold Shares | 0.24% | 37,973 | $8.2M | Add +1.1% |
| IUSG iShares Core S&P U.S. Growth | 0.24% | 63,638 | $8.1M | Reduce -4.5% |
| PPA Invesco Aerospace & Defense | 0.23% | 78,016 | $8.0M | Add +0.8% |
| BIV Vanguard Intermediate-Term B | 0.23% | 106,756 | $8.0M | Reduce -0.8% |
| DFSV Dimensional US Small Cap Val | 0.23% | 273,086 | $7.9M | Add +10.9% |
| KO The Coca-Cola Co. | 0.22% | 121,053 | $7.7M | Add +5.7% |
| VTIP Vanguard Short-Term Tips | 0.22% | 158,116 | $7.7M | Reduce -9.8% |
| CAT Caterpillar Inc. | 0.22% | 22,711 | $7.6M | Reduce -4.5% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.22% | 127,308 | $7.5M | Add +5.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.22% | 189,294 | $7.5M | Add +1.5% |
| TRV The Travelers Cos Inc. | 0.22% | 36,661 | $7.5M | Reduce -0.8% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.22% | 69,568 | $7.5M | Add +11.0% |
| ESS Essex Property Trust Inc. | 0.22% | 27,367 | $7.4M | Reduce -0.0% |
| AVUS Avantis U.S. Equity ETF | 0.22% | 82,358 | $7.4M | Add +5.0% |
| VBR Vngrd Mrngst SL-CP Val ETF-U | 0.22% | 40,630 | $7.4M | Reduce -1.4% |
| NFLX Netflix Inc. | 0.21% | 10,729 | $7.2M | Add +4.3% |
Options reported separately and not counted above: APPLE INC calls ($260K), NVIDIA CORPORATION calls ($250K), AMAZON COM INC calls ($128K), UBER TECHNOLOGIES INC calls ($124K).
Other holdings (5): bonds, preferreds, convertibles and warrants · $3.8M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | 367,735 | $3.2M | No change |
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 6,661 | $274K | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 180 | $215K | No change |
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | 39,500 | $125K | Add +33.9% |
| SMR.WS Nuscale Power Co. -CW27 | *W EXP 05/02/202 | 10,000 | $28K | No change |
Total filed on the 13F, all lines: $3.5B.
Portfolio Sells Q1 2024 → Q2 2024
| VEA Vanguard Ftse Developed ETF | Sold out | 0.00% | −0.59 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.35 |
| MRK Merck & Co. Inc. | Reduce -35.8% | 0.37% | −0.27 |
| VGSH Vanguard Short-Term Treasury | Sold out | 0.00% | −0.25 |
| VCSH Vanguard S/T Corp. Bond ETF | Sold out | 0.00% | −0.22 |
| VCIT Vanguard Int-Term Corporate | Sold out | 0.00% | −0.19 |
| CRM Salesforce Inc. | Reduce -5.3% | 0.36% | −0.10 |
| MCD McDonald's Corp. | Reduce -7.4% | 0.41% | −0.10 |
| JNJ Johnson & Johnson | Reduce -9.8% | 0.38% | −0.10 |
| MA Mastercard Inc. Class A | Reduce -1.6% | 0.58% | −0.09 |
| VYM Vanguard High DVD Yield ETF | Sold out | 0.00% | −0.09 |
| VMBS Vanguard Mortgage-Backed Sec | Sold out | 0.00% | −0.09 |
| VXUS Vanguard Total Intl Stock | Sold out | 0.00% | −0.09 |
| NKE Nike Inc. Class B | Reduce -15.7% | 0.14% | −0.08 |
| VGLT Vanguard Long-Term Treasury | Sold out | 0.00% | −0.08 |
| EFV iShares MSCI Eafe Value ETF | Reduce -24.9% | 0.17% | −0.07 |
| ABBV Abbvie Inc. | Reduce -3.7% | 0.47% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -2.6% | 2.17% | −0.07 |
| INTC Intel Corp. | Reduce -9.4% | 0.10% | −0.07 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.3% | 1.32% | −0.07 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -6.2% | 0.45% | −0.06 |
| DE Deere & Co. | Reduce -12.3% | 0.19% | −0.06 |
| SNOW Snowflake Inc. | Reduce -42.3% | 0.05% | −0.06 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.8% | 0.54% | −0.06 |
| AGG iShares Core U.S. Aggregate | Reduce -2.5% | 0.71% | −0.06 |
| BNDW Vanguard Total World Bond Et | Sold out | 0.00% | −0.06 |
| BX Blackstone Inc. | Reduce -8.8% | 0.25% | −0.05 |
| IXC iShares Global Energy ETF | Reduce -72.2% | 0.02% | −0.05 |
| VTC Vanguard Total Corporate BND | Sold out | 0.00% | −0.05 |
| PEP Pepsico Inc. | Reduce -13.0% | 0.19% | −0.05 |
| CAT Caterpillar Inc. | Reduce -4.5% | 0.22% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -9.1% | 0.21% | −0.04 |
| CME Cme Group Inc. | Reduce -2.9% | 0.24% | −0.04 |
| TRV The Travelers Cos Inc. | Reduce -0.8% | 0.22% | −0.04 |
| VONV Vanguard Russell 1000 Value | Sold out | 0.00% | −0.04 |
| VONG Vanguard Russell 1000 Growth | Sold out | 0.00% | −0.04 |
| EEM iShares MSCI Emerging Market | Reduce -22.3% | 0.13% | −0.04 |
| IAU iShares Gold Trust | Reduce -11.6% | 0.30% | −0.04 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.04 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.2% | 0.35% | −0.04 |
| GOVT iShares US Treasury Bond ETF | Reduce -1.3% | 0.54% | −0.04 |
| SBUX Starbucks Corp. | Reduce -19.7% | 0.07% | −0.04 |
| UPS United Parcel Service Class B | Reduce -17.2% | 0.09% | −0.03 |
| XLV SS Health Care Select Sector | Reduce -0.5% | 0.52% | −0.03 |
| VTIP Vanguard Short-Term Tips | Reduce -9.8% | 0.22% | −0.03 |
| VTEB Vanguard Tax-Exempt Bond ETF | Reduce -2.7% | 0.37% | −0.03 |
| CVS CVS Health Corp. | Reduce -20.9% | 0.04% | −0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Reduce -72.3% | 0.01% | −0.03 |
| ACN Accenture PLC Class A | Reduce -2.1% | 0.12% | −0.03 |
| FLRT Pacer Aristotle Pacific Floa | Reduce -66.8% | 0.01% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| JHMM John Hancock Multi Fact Mid | Add +2318.2% | 0.48% | +0.46 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +51.0% | 0.51% | +0.19 |
| SGOV iShares 0-3 Month Treasury B | Add +60.6% | 0.53% | +0.18 |
| EFG iShares MSCI Eafe Growth ETF | Add +73.9% | 0.37% | +0.14 |
| LLY Eli Lilly & Co. | Add +0.7% | 1.03% | +0.11 |
| VT Vanguard Tot World STK ETF | Add +221.4% | 0.16% | +0.11 |
| FLBL Franklin Senior Loan ETF | Add +161.5% | 0.18% | +0.11 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.5% | 2.35% | +0.11 |
| IOO iShares Global 100 ETF | Add +696.1% | 0.11% | +0.09 |
| SPGP Invesco S&P 500 Garp ETF | Add +597.1% | 0.09% | +0.08 |
| RWK Invesco S&P Midcap 400 Rev | New | 0.08% | +0.08 |
| BBUS JPMorgan Betabuilders US Equ | Add +8.7% | 0.95% | +0.07 |
| AVGO Broadcom Inc. | Add +1.5% | 0.47% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +21.8% | 0.32% | +0.06 |
| AOA iShares Core 80/20 Aggressiv | New | 0.06% | +0.06 |
| IYW iShares Ustechnology ETF | Add +3.7% | 0.57% | +0.05 |
| EVX Vaneck Environmental Service | New | 0.05% | +0.05 |
| FALN iShares Fallen Angels ETF | New | 0.05% | +0.05 |
| SPSM SS SPDR P S&P 600 Small Cap | New | 0.04% | +0.04 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +100.0% | 0.09% | +0.04 |
| HCP Hashicorp Inc. Class A | Add +20.2% | 0.14% | +0.04 |
| DFAU Dimensional US Core Equity M | Add +12.2% | 0.44% | +0.04 |
| IGEB iShares Investment Grade SYS | New | 0.04% | +0.04 |
| IBM Intl Business Machines Corp. | Add +50.3% | 0.16% | +0.04 |
| SCHB Schwab US Broad Market ETF | Add +83.0% | 0.08% | +0.04 |
| MUB iShares National Muni Bond E | Add +11.5% | 0.67% | +0.04 |
| QUAL iShares MSCI USA Quality Fac | Add +6.9% | 0.57% | +0.03 |
| AVES Avantis Emerging Markets Val | Add +25.1% | 0.18% | +0.03 |
| IEMG iShares Core MSCI Emerging | Add +11.4% | 0.34% | +0.03 |
| AOR iShares Core 60/40 Balanced | New | 0.03% | +0.03 |
| NUAG Nuveen Enh YLD US Aggr BND | New | 0.03% | +0.03 |
| BUFR FT Vest Lad Buffervetf-Usd I | New | 0.03% | +0.03 |
| JAAA Janus Henderson Aaa Clo ETF | Add +46.7% | 0.11% | +0.03 |
| IYLD iShares Morningstar Multi-As | New | 0.03% | +0.03 |
| SMH Vaneck Semiconductor ETF | Add +58.2% | 0.07% | +0.03 |
| DELL Dell Technologies -C | Add +296.7% | 0.04% | +0.03 |
| APP AppLovin Corp. Class A | Add +6.3% | 0.16% | +0.03 |
| HISF First TR Hi Inc. Strat Foc | New | 0.03% | +0.03 |
| LMBS First Trust Low Duration Opp | New | 0.03% | +0.03 |
| SPFF Global X Superincome Prefer | New | 0.03% | +0.03 |
| SHY iShares 1-3 Year Treasury Bo | Add +10.8% | 0.52% | +0.03 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +94.8% | 0.05% | +0.03 |
| BBIN JPM Betabuilders Intl Eqty | Add +14.2% | 0.40% | +0.03 |
| DFAE Dimensional Emerging Core Eq | Add +6.6% | 0.43% | +0.03 |
| DFAX Dimensional World Ex US Core | Add +270.8% | 0.04% | +0.03 |
| XLI SS Industrial Select Sector | Add +64.7% | 0.08% | +0.03 |
| EPD Enterprise Products Partners | Add +53.1% | 0.08% | +0.03 |
| IYH iShares U.S. Healthcare ETF | Add +41.5% | 0.10% | +0.03 |
| SLV iShares Silver Trust | New | 0.03% | +0.03 |
| XSHQ Invesco S&P Smallcap Quality | Add +44.9% | 0.11% | +0.03 |
Options Activity Q1 2024 → Q2 2024
| APPLE INC | call | New | 7,600 | $260K |
| NVIDIA CORPORATION | call | New | 17,300 | $250K |
| ALPHABET INC | call | Sold out | 11,600 | $230Kbefore exit |
| AMAZON COM INC | call | New | 10,200 | $128K |
| UBER TECHNOLOGIES INC | call | New | 12,400 | $124K |
| UBS GROUP AG | call | Sold out | 17,200 | $119Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q1 2024 → Q2 2024
| CORZW Core Scientific Inc. - 27 | *W EXP 01/23/202 | Sold out | 441,281 | $587Kbefore exit |
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | Add +33.9% | 39,500 | $125K |
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 | 1,409 | $6.3B | NVDA, AAPL, VOO, QQQ, IVV |
| Q1 2026 | 1,281 | $5.5B | NVDA, AAPL, VOO, IVV, QQQ |
| Q4 2025 | 1,291 | $5.6B | NVDA, AAPL, VOO, IVV, QQQ |
| Q3 2025 | 1,200 | $4.9B | NVDA, AAPL, IVV, QQQ, AMZN |
| Q2 2025 | 1,050 | $4.3B | NVDA, AAPL, IVV, QQQ, AMZN |
| Q1 2025 | 1,021 | $3.9B | AAPL, NVDA, IVV, QQQ, AMZN |
| Q4 2024 | 1,033 | $4.1B | AAPL, NVDA, IVV, AMZN, QQQ |
| Q3 2024 | 984 | $3.7B | AAPL, NVDA, IVV, QQQ, AMZN |
| Q2 2024 | 857 | $3.4B | AAPL, NVDA, IVV, AMZN, QQQ |
| Q1 2024 | 847 | $3.3B | AAPL, NVDA, IVV, AMZN, QQQ |