Pine Valley Investments Ltd Liability Co

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), Pine Valley Investments Ltd Liability Co reported 478 stock positions worth $1.5 billion. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 5.2% of the portfolio, followed by Apple (AAPL, 3.3%) and First Trust Smith Opportunis (FIXD, 2.8%). Compared with Q3 2024, it opened 26 new positions, sold out of 19, added to 246 and reduced 174. The biggest buy was a new position in Warner Bros Discovery (WBD) and the biggest sale First Trust Smith Opportunis (FIXD, shares −19%).

Most Recent 13F
Q2 2026
Location
MARLTON, NJ
CIK
0001975417
Portfolio Value
$1.5B (Q4 2024)
SEC Filing
0001765380-25-000041 ↗ filed Feb 4, 2025

Holdings Value

0$500.0M$1.0B$1.5B$2.0B$2.5B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.4B Q2 2024 Q3 2024: $1.5B Q3 2024 Q4 2024: $1.5B $1.5B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $1.7B Q2 2025 Q3 2025: $1.9B Q3 2025 Q4 2025: $2.0B Q4 2025 Q1 2026: $2.1B Q1 2026 Q2 2026: $2.3B Q2 2026

Holdings 478 stocks · $1.5B
SPY SS SPDR S&P 500 ETF Trust-US 5.23% 135,964 $79.9M Reduce -2.8%
AAPL Apple Inc. 3.32% 202,738 $50.8M Reduce -3.1%
FIXD First Trust Smith Opportunis 2.81% 997,448 $42.9M Reduce -18.8%
MSFT Microsoft Corp. 2.50% 90,727 $38.2M Add +9.6%
NVDA Nvidia Corp. 2.30% 261,976 $35.2M Add +1.2%
AGO Assured Guaranty Ltd. 1.77% 301,062 $27.1M No change
NGD New Gold Inc. 1.64% 10,084,231 $25.0M Add +7.0%
EQT Eqt Corp. 1.61% 532,743 $24.6M Add +0.1%
WBD Warner Bros Discovery Inc. 1.56% 2,254,008 $23.8M New
DIAL Columbia Divers Fix Inc. ETF 1.47% 1,280,287 $22.4M Add +15.2%
AMZN Amazon.com Inc. 1.42% 98,584 $21.6M Reduce -3.3%
QQQ Invesco QQQ Trust Series 1 1.40% 41,831 $21.4M Add +0.0%
GOOG Alphabet Inc. Class C 1.36% 109,411 $20.8M Reduce -3.5%
JNJ Johnson & Johnson 1.11% 117,542 $17.0M Add +18.7%
BABA Alibaba Group Holding-SP ADR 1.10% 197,898 $16.8M Add +72.1%
GOOGL Alphabet Inc. Class A 1.08% 87,211 $16.5M Add +0.8%
V Visa Inc. Class A 1.07% 51,766 $16.4M Reduce -9.4%
XOM Exxon Mobil Corp. 1.05% 148,833 $16.0M Add +15.4%
JAAA Janus Henderson Aaa Clo ETF 1.01% 303,738 $15.4M Add +5.0%
META Meta Platforms Inc. Class A 0.97% 25,379 $14.9M Reduce -2.6%
ABBV Abbvie Inc. 0.96% 82,839 $14.7M Add +36.3%
JBND JPMorgan Active Bond ETF 0.96% 280,579 $14.7M Add +42.2%
RDVY First Trust Rising Dividend 0.92% 237,341 $14.0M Add +3.5%
SDVY First Trust Smid Cap Rising 0.92% 390,347 $14.0M Add +1.3%
JPM JPMorgan Chase & Co. 0.87% 55,399 $13.3M Reduce -4.9%
MMM 3M Co. 0.87% 102,635 $13.2M Add +1.9%
UITB Victoryshares Core Intermedi 0.84% 278,998 $12.8M Add +87.1%
IVV iShares Core S&P 500 ETF 0.83% 21,585 $12.7M Reduce -10.5%
HD Home Depot Inc. 0.81% 31,703 $12.3M Add +5.3%
ADBE Adobe Inc. 0.78% 26,895 $12.0M Add +5.8%
FTNT Fortinet Inc. 0.76% 123,213 $11.6M Reduce -2.7%
UNH Unitedhealth Group Inc. 0.76% 22,911 $11.6M Add +20.8%
KNG FT Vest S&P 500 DVD Arst TRG 0.68% 207,582 $10.4M Reduce -3.6%
DINO HF Sinclair Corp. 0.67% 289,987 $10.2M Add +118.1%
LRCX Lam Research Corp. 0.66% 140,120 $10.1M Add +22.2%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.65% 174,558 $9.9M Add +10.6%
SMIG Bahl & Gaynor S/M Inc. Growth 0.64% 334,410 $9.8M Add +1.8%
ORCL Oracle Corp. 0.63% 57,306 $9.5M Reduce -3.0%
TMO Thermo Fisher Scientific Inc. 0.60% 17,676 $9.2M Add +4.5%
PAAS Pan American Silver Corp. 0.55% 416,736 $8.4M Reduce -7.9%
TDIV FT Nasdaq Tech DVD Index FD 0.55% 106,845 $8.4M Reduce -0.3%
USTB Victoryshares Short-Term Bon 0.53% 162,750 $8.2M Add +38.0%
IWM iShares Russell 2000 ETF 0.53% 36,842 $8.1M Reduce -2.9%
LLY Eli Lilly & Co. 0.53% 10,532 $8.1M Add +35.9%
VOO Vanguard S&P 500 ETF 0.53% 15,005 $8.1M Add +3.2%
APD Air Products & Chemicals Inc. 0.53% 27,754 $8.0M Add +5.6%
CVX Chevron Corp. 0.53% 55,448 $8.0M Add +15.0%
JHMM John Hancock Multi Fact Mid 0.52% 133,222 $8.0M Add +5.5%
FTSL First Trust Senior Loan ETF 0.52% 171,723 $7.9M Add +25.2%
AMAT Applied Materials Inc. 0.51% 48,169 $7.8M Add +1.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.51% 18,847 $7.7M Add +1.5%
IT Gartner Inc. 0.50% 15,656 $7.6M Reduce -8.7%
ISPY Proshares S&P High Incom ETF 0.48% 165,500 $7.3M New
JMBS Janus Henderson Mortg Backed 0.48% 165,506 $7.3M Add +11.3%
LMT Lockheed Martin Corp. 0.47% 14,828 $7.2M Add +24.3%
SPYM Ste STR SPDR PT S&P 500 ETF 0.47% 104,507 $7.2M Add +5.3%
HELO JPMorgan Hedged Equity ETF 0.47% 115,310 $7.2M Add +11.8%
FVD First Trust Value Line DVD 0.46% 159,902 $7.0M Add +0.7%
COST Costco Wholesale Corp. 0.45% 7,471 $6.8M Add +1.1%
VTV Vanguard Mrngstr Val ETF-Aui 0.45% 40,244 $6.8M Add +1.7%
PEP Pepsico Inc. 0.45% 44,626 $6.8M Add +16.3%
EFA iShares MSCI Eafe ETF 0.45% 89,950 $6.8M Reduce -2.6%
VZ Verizon Communications Inc. 0.44% 169,550 $6.8M Reduce -18.1%
TSLA Tesla Inc. 0.43% 16,302 $6.6M Reduce -1.5%
SPGI S&P Global Inc. 0.41% 12,483 $6.2M Add +12.4%
FTSM First Trust Enh Short Mat FD 0.40% 102,343 $6.1M Reduce -0.3%
XCEM Columbia Em Core Ex-China 0.39% 200,985 $5.9M Add +4.1%
MCD McDonald's Corp. 0.38% 20,282 $5.9M Add +4.3%
BRK.B Berkshire Hathaway Inc. Class B 0.38% 12,895 $5.8M Add +3.5%
PG The Procter & Gamble Co. 0.38% 34,853 $5.8M Add +4.7%
BXSL Blackstone Secured Lending F 0.36% 169,119 $5.5M Add +5.3%
NFLX Netflix Inc. 0.35% 5,960 $5.3M Reduce -3.8%
GS Goldman Sachs Group Inc. 0.35% 9,264 $5.3M Add +20.9%
ABT Abbott Laboratories 0.34% 46,373 $5.2M Add +35.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.34% 23,305 $5.1M Add +9.0%
DE Deere & Co. 0.33% 11,920 $5.1M Add +20.7%
JSI JH Securitized Income ETF 0.33% 96,871 $5.0M Add +7.8%
MRK Merck & Co. Inc. 0.33% 50,082 $5.0M Reduce -0.9%
QQQM Invesco Nasdaq 100 ETF 0.33% 23,728 $5.0M Add +1.0%
ACN Accenture PLC Class A 0.33% 14,154 $5.0M Reduce -0.3%
LULU Lululemon Athletica Inc. 0.32% 12,883 $4.9M Reduce -8.4%
PLTR Palantir Technologies Inc. Class A 0.32% 64,014 $4.8M Add +16.2%
GLD SPDR Gold Shares 0.32% 19,955 $4.8M Reduce -0.9%
CI The Cigna Group 0.31% 17,366 $4.8M Add +10.5%
DGX Quest Diagnostics Inc. 0.31% 31,473 $4.7M Reduce -9.3%
REGN Regeneron Pharmaceuticals 0.31% 6,612 $4.7M Add +24.7%
NRG NRG Energy Inc. 0.31% 52,106 $4.7M Add +4.2%
XLK SS Technology Select Sector 0.30% 19,723 $4.6M Add +7.4%
CMG Chipotle Mexican Grill Inc. 0.30% 74,788 $4.5M Add +13.0%
HON Honeywell International Inc. 0.29% 19,689 $4.4M No change
WMT Walmart Inc. 0.29% 48,623 $4.4M Add +1.8%
VEA Vanguard Ftse Developed ETF 0.29% 91,548 $4.4M Add +34.5%
KO The Coca-Cola Co. 0.29% 70,225 $4.4M Add +9.8%
QCOM Qualcomm Inc. 0.29% 28,373 $4.4M Add +16.3%
VWO Vanguard Ftse Emerging Marke 0.28% 98,036 $4.3M Add +24.5%
NEE Nextera Energy Inc. 0.28% 59,751 $4.3M Add +2.0%
AON Aon PLC Class A 0.28% 11,873 $4.3M Add +17.6%
BLK BlackRock Inc. 0.28% 4,156 $4.3M Add +2.0%
PFE Pfizer Inc. 0.28% 160,450 $4.3M Add +4.4%
COWZ Pacer US Cash Cows 100 ETF 0.27% 72,385 $4.1M Reduce -0.4%

Show all 478 holdings

Options reported separately and not counted above: SPY puts ($91.2M), QQQ puts ($11.2M), SPY calls ($6.7M), QQQ calls ($4.6M), UPST calls ($3.9M), IWM calls ($3.6M), U calls ($3.4M), PAAS calls ($2.7M), XLF puts ($1.8M), ZM calls ($1.6M), IBIT calls ($1.5M), BA puts ($1.2M), and 27 more.

Other holdings (1): bonds, preferreds, convertibles and warrants · $695 (not counted above)
SecurityClassShares / PrincipalValueChange
REVBW Revelation Biosc -CW27 *W EXP 01/10/202 99,290$695Reduce -30.1%

Total filed on the 13F, all lines: $1.5B.

Portfolio Sells Q3 2024 → Q4 2024
FIXD First Trust Smith Opportunis Reduce -18.8% 2.81% −1.02
KGC Kinross Gold Corp. Reduce -78.0% 0.13% −0.48
SPY SS SPDR S&P 500 ETF Trust-US Reduce -2.8% 5.23% −0.31
VZ Verizon Communications Inc. Reduce -18.1% 0.44% −0.20
GD General Dynamics Corp. Sold out 0.00% −0.19
CE Celanese Corp. Sold out 0.00% −0.16
PM Philip Morris International Reduce -67.5% 0.06% −0.14
IVV iShares Core S&P 500 ETF Reduce -10.5% 0.83% −0.13
KNG FT Vest S&P 500 DVD Arst TRG Reduce -3.6% 0.68% −0.13
LYV Live Nation Entertainment Inc. Reduce -41.3% 0.22% −0.12
IT Gartner Inc. Reduce -8.7% 0.50% −0.10
PAAS Pan American Silver Corp. Reduce -7.9% 0.55% −0.10
EFA iShares MSCI Eafe ETF Reduce -2.6% 0.45% −0.09
MO Altria Group Inc. Reduce -33.4% 0.16% −0.09
MRK Merck & Co. Inc. Reduce -0.9% 0.33% −0.07
ORCL Oracle Corp. Reduce -3.0% 0.63% −0.07
STZ Constellation Brands Inc. Class A Reduce -11.3% 0.16% −0.06
GPC Genuine Parts Co. Reduce -4.2% 0.20% −0.06
DGX Quest Diagnostics Inc. Reduce -9.3% 0.31% −0.06
SOLV Solventum Corp. Reduce -51.9% 0.04% −0.06
META Meta Platforms Inc. Class A Reduce -2.6% 0.97% −0.05
CCI Crown Castle Inc. Reduce -18.7% 0.07% −0.05
NKE Nike Inc. Class B Reduce -14.4% 0.11% −0.05
IWM iShares Russell 2000 ETF Reduce -2.9% 0.53% −0.04
TDIV FT Nasdaq Tech DVD Index FD Reduce -0.3% 0.55% −0.04
KMB Kimberly-Clark Corp. Reduce -2.3% 0.26% −0.04
FMB First Trust Managed Municipa Reduce -16.1% 0.15% −0.04
VGT Vanguard Info Tech ETF Reduce -33.4% 0.09% −0.04
CVS CVS Health Corp. Reduce -19.3% 0.05% −0.04
XLV SS Health Care Select Sector Reduce -14.9% 0.10% −0.04
MKTX Marketaxess Holdings Inc. Reduce -6.3% 0.14% −0.04
FDX FedEx Corp. Reduce -13.8% 0.20% −0.04
LOW Lowe's Cos Inc. Reduce -1.0% 0.23% −0.04
VLO Valero Energy Corp. Reduce -3.2% 0.19% −0.04
AAPL Apple Inc. Reduce -3.1% 3.32% −0.04
MCO Moody's Corp. Reduce -7.5% 0.24% −0.03
BDX Becton Dickinson and Co. Reduce -10.2% 0.14% −0.03
XLE SS Energy Select Sector Reduce -9.9% 0.16% −0.03
CTRA Coterra Energy Inc. Reduce -16.7% 0.17% −0.03
EG Everest Group Ltd. Reduce -6.5% 0.14% −0.03
AMD Advanced Micro Devices Reduce -12.4% 0.05% −0.03
AJG Arthur J Gallagher & Co. Reduce -10.2% 0.16% −0.03
VCIT Vanguard Int-Term Corporate Reduce -8.3% 0.13% −0.03
VFH Vanguard Financials ETF Reduce -65.8% 0.01% −0.02
FTSM First Trust Enh Short Mat FD Reduce -0.3% 0.40% −0.02
BA The Boeing Co. Reduce -27.7% 0.10% −0.02
GLTR Abrdn Precious Metals Basket Sold out 0.00% −0.02
FLV American Century Focused Lar Reduce -2.8% 0.17% −0.02
ELV Elevance Health Inc. Sold out 0.00% −0.02
COWZ Pacer US Cash Cows 100 ETF Reduce -0.4% 0.27% −0.02

Portfolio Buys Q3 2024 → Q4 2024
WBD Warner Bros Discovery Inc. New 1.56% +1.56
ISPY Proshares S&P High Incom ETF New 0.48% +0.48
UITB Victoryshares Core Intermedi Add +87.1% 0.84% +0.35
EQT Eqt Corp. Add +0.1% 1.61% +0.26
BABA Alibaba Group Holding-SP ADR Add +72.1% 1.10% +0.26
DINO HF Sinclair Corp. Add +118.1% 0.67% +0.26
JBND JPMorgan Active Bond ETF Add +42.2% 0.96% +0.22
PLTR Palantir Technologies Inc. Class A Add +16.2% 0.32% +0.18
NVDA Nvidia Corp. Add +1.2% 2.30% +0.14
ABBV Abbvie Inc. Add +36.3% 0.96% +0.14
USTB Victoryshares Short-Term Bon Add +38.0% 0.53% +0.12
BIL SS SPDR BB 1-3M T-Bill ETF Add +72.9% 0.24% +0.09
GOOGL Alphabet Inc. Class A Add +0.8% 1.08% +0.09
FTSL First Trust Senior Loan ETF Add +25.2% 0.52% +0.09
GS Goldman Sachs Group Inc. Add +20.9% 0.35% +0.09
VO Vngrd Mrngstr MD-Cap ETF-Usd Add +56.7% 0.24% +0.08
ABT Abbott Laboratories Add +35.0% 0.34% +0.07
VFLO Victoryshares Free Cash Flow Add +106.4% 0.14% +0.07
CF CF Industries Holdings Inc. Add +47.0% 0.23% +0.07
NVR NVR Inc. New 0.06% +0.06
LLY Eli Lilly & Co. Add +35.9% 0.53% +0.06
DIAL Columbia Divers Fix Inc. ETF Add +15.2% 1.47% +0.05
IWY iShares Russell Top 200 Grow New 0.05% +0.05
VEU Vanguard Ftse All-World Ex-U Add +49.4% 0.24% +0.05
NUE Nucor Corp. Add +70.9% 0.25% +0.05
JEPQ JPM Nasdaq Equity Premium Add +10.6% 0.65% +0.05
MSFT Microsoft Corp. Add +9.6% 2.50% +0.05
MSTR Strategy Inc. New 0.05% +0.05
DIS The Walt Disney Co. Add +18.8% 0.20% +0.05
DE Deere & Co. Add +20.7% 0.33% +0.05
VONG Vanguard Russell 1000 Growth New 0.04% +0.04
IQV Iqvia Holdings Inc. Add +62.4% 0.20% +0.04
MMIT Nylim Mackay Muni Intermedia New 0.04% +0.04
VEA Vanguard Ftse Developed ETF Add +34.5% 0.29% +0.04
AON Aon PLC Class A Add +17.6% 0.28% +0.04
CVX Chevron Corp. Add +15.0% 0.53% +0.04
AVUV Avantis US Small Cap Value Add +95.0% 0.08% +0.04
GLW Corning Inc. Add +28.1% 0.16% +0.03
HELO JPMorgan Hedged Equity ETF Add +11.8% 0.47% +0.03
UDN Invesco DB US Dollar Index B Add +234.1% 0.05% +0.03
LDOS Leidos Holdings Inc. Add +98.4% 0.08% +0.03
SNPS Synopsys Inc. Add +155.3% 0.06% +0.03
BXSL Blackstone Secured Lending F Add +5.3% 0.36% +0.03
CSCO Cisco Systems Inc. Add +20.2% 0.15% +0.03
BUYW Main Buywrite ETF New 0.03% +0.03
CMG Chipotle Mexican Grill Inc. Add +13.0% 0.30% +0.03
IWX iShares Russell Top 200 Valu New 0.03% +0.03
IBIT iShares Bitcoin Trust ETF Add +64.5% 0.06% +0.03
SCHG Schwab US Large-Cap Growth Add +119.8% 0.06% +0.03
JHMU JH Dynamic Muni Bond ETF New 0.03% +0.03

Options Activity Q3 2024 → Q4 2024
SPY SS SPDR S&P 500 ETF Trust-US put Reduce -42.9% 155,600 $91.2M
QQQ Invesco QQQ Trust Series 1 put Add +126.8% 22,000 $11.2M
SPY SS SPDR S&P 500 ETF Trust-US call Reduce -36.3% 11,400 $6.7M
UPST Upstart Holdings Inc. call New 63,200 $3.9M
IWM iShares Russell 2000 ETF call Reduce -4.1% 16,400 $3.6M
U Unity Software Inc. call New 150,000 $3.4M
PAAS Pan American Silver Corp. call Reduce -51.1% 132,000 $2.7M
RSP Invesco S&P 500 Equal Weight put Sold out 12,000 $2.1Mbefore exit
XLF SS Financial Select Sector put Add +280.0% 38,000 $1.8M
ZM Zoom Communications Inc. call New 20,000 $1.6M
IBIT iShares Bitcoin Trust ETF call New 28,100 $1.5M
BA The Boeing Co. put New 7,000 $1.2M
RIOT Riot Platforms Inc. call Reduce -21.0% 115,800 $1.2M
SLV iShares Silver Trust call Reduce -31.6% 42,500 $1.1M
GLD SPDR Gold Shares put Add +83.3% 4,400 $1.1M
ARKK ARK Innovation ETF put Add +9.4% 14,000 $795K
NVDA Nvidia Corp. call Reduce -1.9% 5,100 $685K
SMCI Super Micro Computer Inc. call New 20,000 $610K
EQT Eqt Corp. put New 10,000 $461K
SMCI Super Micro Computer Inc. put Sold out 1,000 $416Kbefore exit
ZM Zoom Communications Inc. put Add +66.7% 5,000 $408K
PLTR Palantir Technologies Inc. Class A put Sold out 10,000 $372Kbefore exit
BABA Alibaba Group Holding-SP ADR call New 4,000 $339K
SCHW Schwab (charles) Corp. call Sold out 5,000 $324Kbefore exit
PYPL PayPal Holdings Inc. call Sold out 4,000 $312Kbefore exit
V Visa Inc. Class A call Sold out 1,000 $275Kbefore exit
TSLA Tesla Inc. call Sold out 1,000 $262Kbefore exit
BIDU Baidu Inc. - Spon ADR call Sold out 2,400 $253Kbefore exit
FXI iShares China Large-Cap ETF call New 8,000 $244K
SPYM Ste STR SPDR PT S&P 500 ETF put Sold out 3,300 $223Kbefore exit
AMZN Amazon.com Inc. call New 1,000 $219K
NEM Newmont Corp. put Sold out 4,000 $214Kbefore exit
DIA SS SPDR Dow Jones Indus Avg put Sold out 500 $212Kbefore exit
JD Jd.com Inc.-ADR call Reduce -25.0% 6,000 $208K
CTRA Coterra Energy Inc. call New 8,000 $204K
GDX Vaneck Gold Miners ETF put Reduce -40.0% 6,000 $203K
SILJ Amplify Junior Silver Miners call Sold out 15,000 $193Kbefore exit
MARA Mara Holdings Inc. call Reduce -8.2% 11,200 $188K
LUNR Intuitive Machines Inc. call Sold out 22,200 $179Kbefore exit
KGC Kinross Gold Corp. call Add +50.0% 15,000 $139K
AG First Majestic Silver Corp. call Sold out 23,000 $138Kbefore exit
RIVN Rivian Automotive Inc. Class A call New 10,000 $133K
KGC Kinross Gold Corp. put Sold out 10,000 $94Kbefore exit
FSM Fortuna Mining Corp. put New 20,000 $86K
BITF Bitfarms Ltd./Canada call Add +12.3% 45,500 $68K
BTG B2GOLD Corp. call Sold out 20,000 $62Kbefore exit
FSM Fortuna Mining Corp. call Add +10.0% 11,000 $47K

Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.

Notes & Other Activity Q3 2024 → Q4 2024
F Ford Motor Co. COM · principal Sold out 70,000 $739Kbefore exit
EVCOW Everest Consolidator Acquisi *W EXP 99/99/999 Sold out 331,903 $10Kbefore exit
REVBW Revelation Biosc -CW27 *W EXP 01/10/202 Reduce -30.1% 99,290 $695
ADNWW Amci Acquisition Corp.-CW26 *W EXP 02/03/202 Sold out 40,000 $348before exit

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 570$2.3BSPY, AAPL, NVDA, GPN, CNC
Q1 2026 536$2.1BSPY, AAPL, NVDA, CE, HOG
Q4 2025 517$2.0BSPY, WBD, AAPL, NVDA, MSFT
Q3 2025 517$1.9BSPY, WBD, AAPL, NVDA, MSFT
Q2 2025 508$1.7BSPY, NVDA, AAPL, WBD, MSFT
Q1 2025 498$1.6BSPY, AAPL, MSFT, WBD, NVDA
Q4 2024 478$1.5BSPY, AAPL, FIXD, MSFT, NVDA
Q3 2024 471$1.5BSPY, FIXD, AAPL, MSFT, NVDA
Q2 2024 445$1.4BSPY, FIXD, AAPL, MSFT, NVDA
Q1 2024 445$1.3BSPY, FIXD, AAPL, MSFT, NVDA