Perigon Wealth Management, LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 16, 2024), Perigon Wealth Management, LLC reported 984 stock positions worth $3.7 billion. Its top holding was Apple (AAPL) at 7.3% of the portfolio, followed by Nvidia (NVDA, 5.6%) and iShares Core S&P 500 ETF (IVV, 3.4%). Compared with Q2 2024, it opened 169 new positions, sold out of 43, added to 412 and reduced 363. The biggest buy was a new position in Visa Class A (V) and the biggest sale an exit from SS SPDR S&P 500 ETF Trust-US (SPY).
- Most Recent 13F
- Q2 2026
- Location
- SAN FRANCISCO, CA
- CIK
- 0001575239
- Portfolio Value
- $3.7B (Q3 2024)
- SEC Filing
- 0001951757-24-001054 ↗ filed Oct 16, 2024
Holdings Value
Holdings 984 stocks · $3.7B
| AAPL Apple Inc. | 7.31% | 1,164,950 | $271.4M | Reduce -0.6% |
| NVDA Nvidia Corp. | 5.56% | 1,699,266 | $206.4M | Reduce -6.8% |
| IVV iShares Core S&P 500 ETF | 3.38% | 217,505 | $125.5M | Reduce -0.8% |
| QQQ Invesco QQQ Trust Series 1 | 2.24% | 170,405 | $83.2M | Add +0.9% |
| AMZN Amazon.com Inc. | 2.17% | 432,424 | $80.6M | Reduce -2.2% |
| MSFT Microsoft Corp. | 1.96% | 168,934 | $72.7M | Add +3.7% |
| VOO Vanguard S&P 500 ETF | 1.58% | 111,109 | $58.6M | Reduce -25.7% |
| DFAC Dimensional US Core Equity 2 | 1.48% | 1,603,354 | $55.0M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 1.24% | 276,084 | $46.2M | Reduce -2.0% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 1.22% | 958,181 | $45.1M | Add +33.9% |
| META Meta Platforms Inc. Class A | 1.14% | 73,867 | $42.3M | Add +1.8% |
| OXY Occidental Petroleum Corp. | 1.12% | 807,754 | $41.6M | Reduce -0.9% |
| HD Home Depot Inc. | 1.09% | 100,199 | $40.6M | Reduce -1.9% |
| BBUS JPMorgan Betabuilders US Equ | 1.02% | 366,095 | $37.9M | Add +9.9% |
| GOOGL Alphabet Inc. Class A | 0.97% | 217,540 | $36.1M | Reduce -25.4% |
| V Visa Inc. Class A | 0.93% | 126,253 | $34.7M | New |
| LLY Eli Lilly & Co. | 0.92% | 38,548 | $34.2M | Reduce -1.7% |
| VTI VG Morningstar TS MKT ETF-US | 0.90% | 118,405 | $33.5M | Add +0.8% |
| IJH iShares Core S&P Midcap ETF | 0.79% | 472,501 | $29.4M | Add +0.5% |
| AGG iShares Core U.S. Aggregate | 0.79% | 290,710 | $29.4M | Add +15.6% |
| MCO Moody's Corp. | 0.71% | 55,655 | $26.4M | Add +0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.71% | 57,248 | $26.3M | Reduce -4.2% |
| JPM JPMorgan Chase & Co. | 0.68% | 119,625 | $25.2M | Reduce -0.4% |
| MUB iShares National Muni Bond E | 0.67% | 230,151 | $25.0M | Add +6.0% |
| QUAL iShares MSCI USA Quality Fac | 0.63% | 129,963 | $23.3M | Add +12.0% |
| DFAI Dimensional International Co. | 0.61% | 716,982 | $22.8M | Add +3.5% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.61% | 58,897 | $22.6M | Add +24.3% |
| TSLA Tesla Inc. | 0.60% | 84,940 | $22.2M | Reduce -5.8% |
| MA Mastercard Inc. Class A | 0.55% | 41,270 | $20.4M | Reduce -9.7% |
| IJR iShares Core S&P Small-Cap E | 0.54% | 169,946 | $19.9M | Add +1.7% |
| IYW iShares Ustechnology ETF | 0.52% | 127,789 | $19.4M | Reduce -2.9% |
| GOVT iShares US Treasury Bond ETF | 0.51% | 813,179 | $19.1M | Reduce -1.3% |
| XLV SS Health Care Select Sector | 0.51% | 123,379 | $19.0M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 30,001 | $18.6M | Reduce -10.9% |
| ABBV Abbvie Inc. | 0.50% | 93,865 | $18.5M | Add +0.5% |
| JHMM John Hancock Multi Fact Mid | 0.50% | 306,805 | $18.5M | Add +1.3% |
| BBIN JPM Betabuilders Intl Eqty filed as J P MORGAN EXCHANGE TRADED F | 0.50% | 292,996 | $18.5M | Add +24.9% |
| AVGO Broadcom Inc. | 0.49% | 104,849 | $18.1M | Add +3.7% |
| SCHG Schwab US Large-Cap Growth | 0.48% | 169,882 | $17.7M | Reduce -38.6% |
| COST Costco Wholesale Corp. | 0.47% | 19,719 | $17.5M | Add +0.3% |
| IWB iShares Russell 1000 ETF | 0.47% | 55,047 | $17.3M | Reduce -0.1% |
| MCD McDonald's Corp. | 0.46% | 56,520 | $17.2M | Add +1.1% |
| DFAE Dimensional Emerging Core Eq | 0.45% | 616,320 | $16.9M | Add +6.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.45% | 212,530 | $16.6M | Reduce -1.3% |
| VEA Vanguard Ftse Developed ETF | 0.44% | 311,551 | $16.5M | New |
| XOM Exxon Mobil Corp. | 0.44% | 139,055 | $16.3M | Reduce -0.7% |
| DFAU Dimensional US Core Equity M | 0.43% | 399,121 | $15.8M | Reduce -0.9% |
| JNJ Johnson & Johnson | 0.40% | 92,464 | $15.0M | Add +3.3% |
| AXP American Express Co. | 0.40% | 54,763 | $14.9M | Reduce -2.0% |
| GLD SPDR Gold Shares | 0.40% | 60,709 | $14.8M | Add +59.9% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.39% | 293,427 | $14.5M | Add +25.3% |
| MBB iShares MBS ETF | 0.39% | 151,344 | $14.5M | Add +3.0% |
| SCHV Schwab US Large-Cap Value | 0.38% | 176,359 | $14.2M | Reduce -3.6% |
| SGOV iShares 0-3 Month Treasury B | 0.38% | 140,460 | $14.1M | Reduce -22.3% |
| EFG iShares MSCI Eafe Growth ETF | 0.37% | 129,121 | $13.9M | Add +4.8% |
| EFV iShares MSCI Eafe Value ETF | 0.36% | 233,817 | $13.5M | Add +109.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.35% | 157,390 | $13.1M | Reduce -28.7% |
| IVE iShares S&P 500 Value ETF | 0.35% | 65,950 | $13.0M | Add +13.0% |
| CRM Salesforce Inc. | 0.35% | 47,414 | $13.0M | Reduce -1.1% |
| EFA iShares MSCI Eafe ETF | 0.35% | 154,665 | $12.9M | Add +7.0% |
| VTEB Vanguard Tax-Exempt Bond ETF | 0.35% | 251,896 | $12.9M | Reduce -1.1% |
| VIG Vanguard Dividend Apprec ETF | 0.35% | 64,955 | $12.9M | New |
| JQUA JPMorgan US Quality Factor | 0.34% | 222,538 | $12.6M | Add +8.0% |
| IEMG iShares Core MSCI Emerging | 0.34% | 217,465 | $12.5M | Reduce -0.5% |
| SCHX Schwab US Large-Cap ETF | 0.32% | 175,272 | $11.9M | Add +91.3% |
| CVX Chevron Corp. | 0.31% | 79,096 | $11.6M | Reduce -1.1% |
| IAU iShares Gold Trust | 0.31% | 233,665 | $11.6M | Add +0.6% |
| WMT Walmart Inc. | 0.30% | 138,027 | $11.1M | New |
| RSP Invesco S&P 500 Equal Weight | 0.30% | 61,507 | $11.0M | Reduce -0.1% |
| WFC Wells Fargo & Co. | 0.29% | 193,307 | $10.9M | New |
| PG The Procter & Gamble Co. | 0.29% | 62,047 | $10.7M | Add +2.5% |
| VGT Vanguard Info Tech ETF | 0.28% | 17,908 | $10.5M | New |
| TLT iShares 20+ Year Treasury BD | 0.28% | 106,142 | $10.4M | Add +136.7% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.28% | 169,510 | $10.4M | Add +33.1% |
| SCHW Schwab (charles) Corp. | 0.28% | 158,172 | $10.3M | Reduce -7.3% |
| AVDV Avantis Intl S/C Value ETF | 0.28% | 144,693 | $10.2M | Add +3.8% |
| SCHF Schwab Intl Equity ETF | 0.27% | 245,532 | $10.1M | Reduce -59.0% |
| DFSV Dimensional US Small Cap Val | 0.26% | 316,062 | $9.7M | Add +15.7% |
| BX Blackstone Inc. | 0.26% | 63,224 | $9.7M | Reduce -9.9% |
| IVW iShares S&P 500 Growth ETF | 0.26% | 101,038 | $9.7M | Add +1.2% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.26% | 54,249 | $9.5M | Add +5.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 39,488 | $9.4M | Reduce -36.2% |
| AVLV Avantis US Large Cap Value | 0.25% | 142,009 | $9.3M | Add +28.1% |
| LMT Lockheed Martin Corp. | 0.25% | 15,915 | $9.3M | Add +14.2% |
| BSV Vanguard Short-Term Bond ETF | 0.25% | 118,151 | $9.3M | Reduce -32.8% |
| CME Cme Group Inc. | 0.25% | 42,010 | $9.3M | Add +0.2% |
| QCOM Qualcomm Inc. | 0.25% | 54,180 | $9.2M | Reduce -1.5% |
| MRK Merck & Co. Inc. | 0.25% | 80,697 | $9.2M | Reduce -22.4% |
| REGN Regeneron Pharmaceuticals | 0.24% | 8,561 | $9.0M | Add +2.9% |
| IEF iShares 7-10 Year Treasury B | 0.24% | 91,711 | $9.0M | Reduce -28.4% |
| PPA Invesco Aerospace & Defense | 0.24% | 77,720 | $8.9M | Reduce -0.4% |
| CAT Caterpillar Inc. | 0.24% | 22,659 | $8.9M | Reduce -0.2% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 0.24% | 78,296 | $8.8M | Add +12.6% |
| JCPB JPMorgan Core Plus Bond ETF | 0.24% | 183,135 | $8.8M | New |
| RTX RTX Corp. | 0.23% | 72,032 | $8.7M | Add +0.6% |
| TRV The Travelers Cos Inc. | 0.23% | 37,162 | $8.7M | Add +1.4% |
| KO The Coca-Cola Co. | 0.23% | 119,686 | $8.6M | Reduce -1.1% |
| TFLO iShares Treasury Floating Ra | 0.23% | 165,220 | $8.4M | Reduce -8.2% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.22% | 86,675 | $8.3M | Add +0.7% |
| CSCO Cisco Systems Inc. | 0.22% | 153,965 | $8.2M | Add +2.5% |
Options reported separately and not counted above: STATE STR SPDR S&P 500 ETF T puts ($47.6M), ISHARES TR calls ($13.6M), UBER TECHNOLOGIES INC calls ($5.9M), DARLING INGREDIENTS INC calls ($2.8M).
Other holdings (4): bonds, preferreds, convertibles and warrants · $4.7M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| CORZZ Core Scientific Inc. - 29 | *W EXP 01/23/202 | 367,735 | $4.3M | No change |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 178 | $227K | Reduce -1.1% |
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | 44,500 | $129K | Add +12.7% |
| SMR.WS Nuscale Power Co. -CW27 | *W EXP 05/02/202 | 10,000 | $32K | No change |
Total filed on the 13F, all lines: $3.7B.
Portfolio Sells Q2 2024 → Q3 2024
| SPY SS SPDR S&P 500 ETF Trust-US | Sold out | 0.00% | −1.32 |
| NVDA Nvidia Corp. | Reduce -6.8% | 5.56% | −0.98 |
| VOO Vanguard S&P 500 ETF | Reduce -25.7% | 1.58% | −0.59 |
| GOOGL Alphabet Inc. Class A | Reduce -25.4% | 0.97% | −0.57 |
| SCHF Schwab Intl Equity ETF | Reduce -59.0% | 0.27% | −0.40 |
| OXY Occidental Petroleum Corp. | Reduce -0.9% | 1.12% | −0.37 |
| IWM iShares Russell 2000 ETF | Sold out | 0.00% | −0.35 |
| SCHG Schwab US Large-Cap Growth | Reduce -38.6% | 0.48% | −0.33 |
| AMZN Amazon.com Inc. | Reduce -2.2% | 2.17% | −0.31 |
| GOOG Alphabet Inc. Class C | Reduce -2.0% | 1.24% | −0.26 |
| SCHD Schwab US DVD Equity ETF | Reduce -60.9% | 0.14% | −0.21 |
| SHY iShares 1-3 Year Treasury Bo | Reduce -28.7% | 0.35% | −0.17 |
| SGOV iShares 0-3 Month Treasury B | Reduce -22.3% | 0.38% | −0.15 |
| BSV Vanguard Short-Term Bond ETF | Reduce -32.8% | 0.25% | −0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -36.2% | 0.25% | −0.14 |
| BIV Vanguard Intermediate-Term B | Reduce -58.9% | 0.09% | −0.14 |
| TIP iShares Tips Bond ETF | Reduce -62.6% | 0.07% | −0.13 |
| MRK Merck & Co. Inc. | Reduce -22.4% | 0.25% | −0.13 |
| UBER Uber Technologies Inc. | Sold out | 0.00% | −0.12 |
| VWO Vanguard Ftse Emerging Marke | Reduce -42.4% | 0.16% | −0.12 |
| LLY Eli Lilly & Co. | Reduce -1.7% | 0.92% | −0.11 |
| IEF iShares 7-10 Year Treasury B | Reduce -28.4% | 0.24% | −0.11 |
| IVV iShares Core S&P 500 ETF | Reduce -0.8% | 3.38% | −0.10 |
| IEI iShares 3-7 Year Treasury Bo | Reduce -33.8% | 0.17% | −0.10 |
| VBR Vngrd Mrngst SL-CP Val ETF-U | Reduce -44.2% | 0.12% | −0.09 |
| SCHW Schwab (charles) Corp. | Reduce -7.3% | 0.28% | −0.09 |
| GS Goldman Sachs Group Inc. | Reduce -42.2% | 0.12% | −0.08 |
| DAR Darling Ingredients Inc. | Sold out | 0.00% | −0.08 |
| BND Vanguard Total Bond Market | Reduce -23.5% | 0.22% | −0.08 |
| QCOM Qualcomm Inc. | Reduce -1.5% | 0.25% | −0.07 |
| VNQ Vanguard Real Estate ETF | Reduce -50.0% | 0.08% | −0.07 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Reduce -40.3% | 0.10% | −0.06 |
| LIN Linde PLC | Reduce -53.7% | 0.05% | −0.06 |
| AMAT Applied Materials Inc. | Reduce -15.7% | 0.13% | −0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Reduce -30.1% | 0.14% | −0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -66.5% | 0.03% | −0.06 |
| IYW iShares Ustechnology ETF | Reduce -2.9% | 0.52% | −0.05 |
| CVX Chevron Corp. | Reduce -1.1% | 0.31% | −0.05 |
| TIPX SS SPDR BB 1-10YR Tips ETF | Sold out | 0.00% | −0.05 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -30.9% | 0.10% | −0.05 |
| LRCX Lam Research Corp. | Reduce -8.4% | 0.09% | −0.05 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | Reduce -33.4% | 0.08% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Reduce -10.9% | 0.50% | −0.04 |
| TFLO iShares Treasury Floating Ra | Reduce -8.2% | 0.23% | −0.04 |
| CPER United States Copper Index | Sold out | 0.00% | −0.04 |
| JEPI JPMorgan Equity Premium Inco | Reduce -23.6% | 0.11% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -35.0% | 0.12% | −0.04 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -20.5% | 0.13% | −0.04 |
| JPST JPMorgan Ultra-Short Income | Reduce -12.2% | 0.16% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -9.7% | 0.55% | −0.04 |
Portfolio Buys Q2 2024 → Q3 2024
| V Visa Inc. Class A | New | 0.93% | +0.93 |
| VEA Vanguard Ftse Developed ETF | New | 0.44% | +0.44 |
| VIG Vanguard Dividend Apprec ETF | New | 0.35% | +0.35 |
| WMT Walmart Inc. | New | 0.30% | +0.30 |
| WFC Wells Fargo & Co. | New | 0.29% | +0.29 |
| VGT Vanguard Info Tech ETF | New | 0.28% | +0.28 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +33.9% | 1.22% | +0.28 |
| JCPB JPMorgan Core Plus Bond ETF | New | 0.24% | +0.24 |
| VZ Verizon Communications Inc. | New | 0.19% | +0.19 |
| EFV iShares MSCI Eafe Value ETF | Add +109.2% | 0.36% | +0.19 |
| VGSH Vanguard Short-Term Treasury | New | 0.18% | +0.18 |
| VCIT Vanguard Int-Term Corporate | New | 0.17% | +0.17 |
| TLT iShares 20+ Year Treasury BD | Add +136.7% | 0.28% | +0.16 |
| GLD SPDR Gold Shares | Add +59.9% | 0.40% | +0.16 |
| SCHX Schwab US Large-Cap ETF | Add +91.3% | 0.32% | +0.15 |
| ZTS Zoetis Inc. | New | 0.13% | +0.13 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.12% | +0.12 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.11% | +0.11 |
| WM Waste Management Inc. | New | 0.11% | +0.11 |
| DGRW Wisdomtree U.S. Quality Divi | New | 0.10% | +0.10 |
| MRO Marathon Oil Corp. | New | 0.10% | +0.10 |
| HYS PIMCO 0-5 Year H/Y Corp. Bond | New | 0.10% | +0.10 |
| BBIN JPM Betabuilders Intl Eqty | Add +24.9% | 0.50% | +0.10 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +24.3% | 0.61% | +0.09 |
| VYM Vanguard High DVD Yield ETF | New | 0.09% | +0.09 |
| VWOB Vanguard Emerg MKTS Gov BND | New | 0.09% | +0.09 |
| VGLT Vanguard Long-Term Treasury | New | 0.09% | +0.09 |
| AGG iShares Core U.S. Aggregate | Add +15.6% | 0.79% | +0.08 |
| SPAB SS SPDR P Agg Bond ETF | New | 0.08% | +0.08 |
| VXUS Vanguard Total Intl Stock | New | 0.08% | +0.08 |
| CHRD Chord Energy Corp. | New | 0.08% | +0.08 |
| META Meta Platforms Inc. Class A | Add +1.8% | 1.14% | +0.08 |
| BBUS JPMorgan Betabuilders US Equ | Add +9.9% | 1.02% | +0.07 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +25.3% | 0.39% | +0.07 |
| VMRK Vivmark Residential | Add +79.8% | 0.16% | +0.07 |
| FBND Fidelity Total Bond ETF | Add +534.7% | 0.08% | +0.07 |
| PLTR Palantir Technologies Inc. Class A | Add +19.0% | 0.17% | +0.07 |
| LMT Lockheed Martin Corp. | Add +14.2% | 0.25% | +0.06 |
| VRTX Vertex Pharmaceuticals Inc. | New | 0.06% | +0.06 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +33.1% | 0.28% | +0.06 |
| VRT Vertiv Holdings Co. Class A | New | 0.06% | +0.06 |
| AGCO Agco Corp. | New | 0.06% | +0.06 |
| BAM Brookfield Asset Mgmt-A | New | 0.05% | +0.05 |
| JSCP JPMorgan Short Duration Core | New | 0.05% | +0.05 |
| VTC Vanguard Total Corporate BND | New | 0.05% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +12.0% | 0.63% | +0.05 |
| MCD McDonald's Corp. | Add +1.1% | 0.46% | +0.05 |
| AVLV Avantis US Large Cap Value | Add +28.1% | 0.25% | +0.05 |
| ESGV Vanguard ESG US Stock ETF | New | 0.05% | +0.05 |
| DBA Invesco DB Agriculture Fund | Add +151.4% | 0.08% | +0.05 |
Options Activity Q2 2024 → Q3 2024
| STATE STR SPDR S&P 500 ETF T | put | New | 92,727 | $47.6M |
| ISHARES TR | call | New | 73,919 | $13.6M |
| UBER TECHNOLOGIES INC | call | Add +608.4% | 87,844 | $5.9M |
| DARLING INGREDIENTS INC | call | New | 88,015 | $2.8M |
| APPLE INC | call | Sold out | 7,600 | $260Kbefore exit |
| NVIDIA CORPORATION | call | Sold out | 17,300 | $250Kbefore exit |
| AMAZON COM INC | call | Sold out | 10,200 | $128Kbefore exit |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Sold out | 6,661 | $274Kbefore exit |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -1.1% | 178 | $227K |
| NNAVW Nextnav Inc. | *W EXP 99/99/999 | Add +12.7% | 44,500 | $129K |
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 |