Quartz Partners, LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 14, 2025), Quartz Partners, LLC reported 173 stock positions worth $218.5 million. Its top holding was Nvidia (NVDA) at 6.5% of the portfolio, followed by Broadcom (AVGO, 3.9%) and iShares Core S&P 500 ETF (IVV, 3.7%). Compared with Q1 2025, it opened 44 new positions, sold out of 17, added to 74 and reduced 39. The biggest buy was Gen Digital (GEN, shares +543%) and the biggest sale an exit from Ameriprise Financial (AMP).

Most Recent 13F
Q2 2026
Location
SARATOGA SPRINGS, NY
CIK
0001659978
Portfolio Value
$218.5M (Q2 2025)
SEC Filing
0001062993-25-014426 ↗ filed Aug 14, 2025

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q3 2024: $159.6M Q3 2024 Q4 2024: $164.3M Q4 2024 Q1 2025: $164.7M Q1 2025 Q2 2025: $218.5M $218.5M Q2 2025 Q3 2025: $276.1M Q3 2025 Q4 2025: $268.7M Q4 2025 Q1 2026: $258.8M Q1 2026 Q2 2026: $305.3M Q2 2026

Holdings 173 stocks · $218.5M

NVDA Nvidia Corp. 6.52% 90,125 $14.2M Add +6.7%
AVGO Broadcom Inc. 3.93% 31,174 $8.6M Reduce -3.5%
IVV iShares Core S&P 500 ETF 3.73% 13,137 $8.2M Add +21.9%
META Meta Platforms Inc. Class A 2.96% 8,752 $6.5M Add +8.0%
AAPL Apple Inc. 2.86% 30,448 $6.2M Add +2.3%
BIL SS SPDR BB 1-3M T-Bill ETF 2.80% 66,794 $6.1M Add +23.5%
VOO Vanguard S&P 500 ETF 2.41% 9,266 $5.3M Add +25.8%
QQQ Invesco QQQ Trust Series 1 2.35% 9,317 $5.1M Reduce -7.2%
VTI VG Morningstar TS MKT ETF-US 2.32% 16,688 $5.1M Add +61.7%
SPHY SS SPDR P High Yield ETF 2.25% 206,333 $4.9M Add +33.9%
SPY SS SPDR S&P 500 ETF Trust-US 1.81% 6,405 $4.0M Add +138.3%
IDCC Interdigital Inc. 1.70% 16,587 $3.7M Reduce -10.6%
GEN Gen Digital Inc. 1.69% 125,512 $3.7M Add +543.3%
GOOGL Alphabet Inc. Class A 1.66% 20,574 $3.6M Add +12.2%
HRTG Heritage Insurance Holdings 1.64% 143,372 $3.6M Reduce -0.8%
LDOS Leidos Holdings Inc. 1.61% 22,267 $3.5M Add +15.6%
VEA Vanguard Ftse Developed ETF 1.60% 61,407 $3.5M Add +1.3%
MSFT Microsoft Corp. 1.53% 6,726 $3.3M Add +12.3%
COR Cencora Inc. 1.52% 11,087 $3.3M Reduce -0.1%
SRLN SS Blackstone Sr Loan ETF 1.43% 75,043 $3.1M Add +31.0%
NVS Novartis AG-Sponsored ADR 1.39% 25,082 $3.0M Reduce -0.5%
NECB Northeast Community Bancorp 1.36% 128,151 $3.0M Add +14.8%
QSR Restaurant Brands Intern 1.30% 42,751 $2.8M Add +15.4%
BRBR Bellring Brands Inc. 1.28% 48,132 $2.8M Add +4.3%
WAB Wabtec Corp. 1.27% 13,273 $2.8M New
ADBE Adobe Inc. 1.19% 6,749 $2.6M Add +16.0%
ENVA Enova International Inc. 1.18% 23,034 $2.6M New
HLT Hilton Worldwide Holdings Inc. 1.15% 9,418 $2.5M Add +0.8%
AMAT Applied Materials Inc. 1.15% 13,701 $2.5M Add +1.9%
MINT PIMCO Enhanced Short Maturit 0.99% 21,563 $2.2M Add +126.4%
AMLP Alerian MLP ETF 0.92% 41,147 $2.0M Add +28.6%
VCIT Vanguard Int-Term Corporate 0.90% 23,787 $2.0M Add +10.6%
QQQM Invesco Nasdaq 100 ETF 0.87% 8,409 $1.9M Add +15.2%
VYM Vanguard High DVD Yield ETF 0.80% 13,036 $1.7M Add +2.5%
XLC SS Comm Select Sector SPDR 0.78% 15,775 $1.7M Add +23.0%
FEZ State Street SPDR Euro Stoxx 0.72% 26,172 $1.6M New
NFLX Netflix Inc. 0.71% 1,158 $1.6M No change
IEUR iShares Core MSCI Europe ETF 0.71% 23,397 $1.5M Reduce -1.1%
ICLR Icon PLC 0.71% 10,603 $1.5M Add +5.7%
AMZN Amazon.com Inc. 0.71% 7,029 $1.5M Add +13.7%
GLDM SPDR Gold Minishares Trust 0.70% 23,389 $1.5M Add +2.9%
ABBV Abbvie Inc. 0.68% 8,063 $1.5M Add +2.2%
EHC Encompass Health Corp. 0.67% 11,909 $1.5M Add +0.6%
USFR Wisdomtree Floating Rate Tre 0.58% 25,146 $1.3M Add +4.0%
EFV iShares MSCI Eafe Value ETF 0.56% 19,345 $1.2M Reduce -0.9%
VRT Vertiv Holdings Co. Class A 0.55% 9,342 $1.2M Add +5.8%
GOOG Alphabet Inc. Class C 0.54% 6,641 $1.2M Add +26.6%
DGRW Wisdomtree U.S. Quality Divi 0.52% 13,585 $1.1M Reduce -0.2%
VCSH Vanguard S/T Corp. Bond ETF 0.48% 13,303 $1.1M Add +9.7%
IUSB Ishr CR Unvrse Usd BD ETF-Ui 0.47% 22,221 $1.0M Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.46% 7,438 $1.0M Reduce -3.6%
AGG iShares Core U.S. Aggregate 0.44% 9,678 $960K Add +242.3%
ELAN Elanco Animal Health Inc. 0.43% 65,348 $933K Add +104.5%
IEMG iShares Core MSCI Emerging 0.41% 14,986 $900K Reduce -1.0%
PJT PJT Partners Inc. Class A 0.40% 5,269 $869K New
SCHG Schwab US Large-Cap Growth 0.39% 29,404 $859K Add +25.0%
V Visa Inc. Class A 0.39% 2,384 $847K Add +127.0%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.39% 1,914 $843K Add +45.0%
LLY Eli Lilly & Co. 0.37% 1,037 $808K Add +64.9%
NRG NRG Energy Inc. 0.37% 4,979 $800K Reduce -16.8%
BABA Alibaba Group Holding-SP ADR 0.36% 6,878 $780K Reduce -3.3%
IYF iShares US Financials ETF 0.35% 6,395 $774K New
EWS iShares MSCI Singapore ETF 0.35% 29,734 $772K Reduce -1.0%
ALLE Allegion PLC 0.34% 5,211 $751K Add +53.1%
MCD McDonald's Corp. 0.34% 2,556 $747K Add +8.3%
KLAC KLA Corp. 0.34% 819 $734K New
SCHD Schwab US DVD Equity ETF 0.33% 27,290 $723K New
INDA iShares MSCI India ETF 0.33% 12,861 $716K Add +17.2%
MCHI iShares MSCI China ETF 0.33% 12,992 $716K Reduce -1.0%
HEI Heico Corp. 0.33% 2,182 $716K New
ORLY O'reilly Automotive Inc. 0.32% 7,845 $707K Add +20.5%
TPR Tapestry Inc. 0.32% 8,001 $703K Reduce -3.7%
IVW iShares S&P 500 Growth ETF 0.32% 6,283 $692K Add +19.0%
ETB Eaton Vance T/M Buy-WRT Inc. 0.31% 46,967 $678K Add +6.7%
EPS Wisdomtree US Large Cap Fund 0.31% 10,425 $667K Reduce -0.3%
ABT Abbott Laboratories 0.31% 4,906 $667K Add +3.9%
ITA iShares U.S. Aerospace & Def 0.30% 3,491 $659K New
VUG Vanguard Mrngstar GR ETF-Sui 0.28% 1,420 $623K Reduce -8.5%
IDU iShares US Utilities ETF 0.28% 5,925 $620K New
VIS Vanguard Industrials ETF 0.28% 2,181 $611K New
IGOV iShares International Treasu 0.28% 14,088 $607K New
TSM Taiwan Semiconductor-SP ADR 0.27% 2,601 $589K Add +3.8%
CRWD CrowdStrike Holdings Inc. Class A 0.27% 1,142 $582K Add +21.2%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.27% 2,037 $581K Reduce -13.4%
BSCU Invesco Bulletshares 2030 CB 0.27% 34,562 $580K No change
MBB iShares MBS ETF 0.26% 6,160 $578K Reduce -0.0%
ANGL Vaneck Fallen Angel High YLD 0.25% 19,026 $557K No change
KTOS Kratos Defense & Security 0.25% 11,907 $553K New
MOAT Vaneck Morningstar Wide Moat 0.25% 5,824 $546K New
BRK.B Berkshire Hathaway Inc. Class B 0.25% 1,124 $546K Add +10.5%
SCHR Schwab Intermediate-Term US 0.25% 21,728 $544K No change
BSCT Invesco Bulletshares 2029 CB 0.25% 28,878 $540K Reduce -5.4%
AVT Avnet Inc. 0.25% 10,167 $540K New
BSCV Invesco Bulletshares 2031 CB 0.25% 32,545 $538K No change
BSCW Invesco Bulletshares 2032 CB 0.24% 25,911 $534K No change
VTV Vanguard Mrngstr Val ETF-Aui 0.24% 3,012 $532K New
XLK SS Technology Select Sector 0.24% 2,089 $529K Reduce -30.8%
OTEX Open Text Corp. 0.24% 17,877 $522K Add +3.1%
BSCX Invesco Bulletshares 2033 CB 0.23% 24,023 $509K Reduce -7.1%
ACT Enact Holdings Inc. 0.23% 13,432 $499K Add +3.4%
MMS Maximus Inc. 0.23% 7,108 $499K New
ISHG iShares -3 Year Internationa 0.23% 6,489 $497K New
IMMR Immersion Corporation 0.22% 62,335 $491K Add +4.1%
NXST Nexstar Media Group Inc. 0.22% 2,820 $488K Add +3.5%
USMF Wisdomtree US Multifactor Fu 0.22% 9,343 $479K Reduce -2.1%
QUAL iShares MSCI USA Quality Fac 0.22% 2,585 $473K Reduce -0.5%
IJH iShares Core S&P Midcap ETF 0.22% 7,600 $471K Add +70.6%
WMT Walmart Inc. 0.21% 4,794 $469K Add +69.6%
DYNF Ishrs US E F R A ETF-Usd Inc. 0.21% 8,476 $462K Reduce -0.7%
TXN Texas Instruments Inc. 0.21% 2,206 $458K No change
HPQ HP Inc. 0.21% 18,709 $458K New
MA Mastercard Inc. Class A 0.20% 792 $445K New
TSLA Tesla Inc. 0.20% 1,387 $441K Add +64.3%
EFG iShares MSCI Eafe Growth ETF 0.20% 3,916 $439K Reduce -0.7%
IQDF NT Intl Qual Div ETF 0.19% 15,264 $414K No change
DTD Wisdomtree US Total Dividend 0.19% 5,101 $406K Reduce -3.6%
SPHD Invesco S&P 500 High Dividen 0.19% 8,524 $405K No change
SHY iShares 1-3 Year Treasury Bo 0.18% 4,675 $387K No change
SLM SLM Corp. 0.18% 11,669 $383K Add +9.9%
JPM JPMorgan Chase & Co. 0.17% 1,313 $381K Add +16.2%
PANW Palo Alto Networks Inc. 0.17% 1,827 $374K New
MTUM iShares MSCI USA Momentum Fa 0.17% 1,538 $370K Reduce -1.8%
PYLD PIMCO Multisector Bond Actv 0.17% 13,890 $369K New
ORCL Oracle Corp. 0.17% 1,670 $365K Add +11.3%
CTAS Cintas Corp. 0.16% 1,602 $357K New
FPE FT-Preferred Secur & Inc. ETF 0.16% 19,080 $340K No change
LMT Lockheed Martin Corp. 0.15% 724 $335K New
CRWV Coreweave Inc. Class A 0.15% 2,050 $334K New
QQEW First TR Nasdaq-100 Sel Eq 0.15% 2,447 $334K No change
MLPX Global X MLP & Energy Infras 0.15% 5,224 $327K Add +7.8%
UNH Unitedhealth Group Inc. 0.15% 1,042 $325K Add +135.8%
MRSH Marsh & McLennan Cos 0.15% 1,476 $323K New
MAR Marriott International Class A 0.15% 1,179 $322K New
WTV Wisdomtree U.S. Value Fund 0.14% 3,666 $317K Reduce -1.8%
GLD SPDR Gold Shares 0.14% 1,032 $315K New
AXON Axon Enterprise Inc. 0.14% 376 $311K New
HYLS FT Tactical High Yield ETF 0.14% 7,150 $299K No change
TSCO Tractor Supply Company 0.14% 5,652 $298K New
VHT Vanguard Health Care ETF 0.14% 1,193 $296K New
SPYI Neos S&P 500 High Income ETF 0.14% 5,869 $295K Reduce -17.7%
VGT Vanguard Info Tech ETF 0.13% 430 $285K Reduce -33.9%
VYMI Vanguard Int High DVD YLD Inc. 0.13% 3,548 $284K Reduce -3.2%
IVE iShares S&P 500 Value ETF 0.13% 1,420 $277K Reduce -0.7%
GEV GE Vernova Inc. 0.12% 516 $273K New
PCEF Invesco Cef Income Composite 0.12% 13,834 $270K No change
SCHX Schwab US Large-Cap ETF 0.12% 10,937 $267K New
CMG Chipotle Mexican Grill Inc. 0.12% 4,665 $262K Add +3.1%
JEPI JPMorgan Equity Premium Inco 0.12% 4,540 $258K New
XOM Exxon Mobil Corp. 0.12% 2,391 $258K Add +32.3%
HD Home Depot Inc. 0.12% 703 $258K Reduce -34.4%
PGR Progressive Corp. 0.12% 960 $256K New
HYGH iShares Int Rate Hedg HY ETF 0.12% 2,956 $256K New
XLF SS Financial Select Sector 0.12% 4,856 $254K New
USHY iShares Broad Usd High Yield 0.11% 6,674 $250K Reduce -0.5%
GE General Electric filed as GE AEROSPACE 0.11% 934 $240K Reduce -8.4%
SYK Stryker Corp. 0.11% 600 $237K Add +9.1%
CEG Constellation Energy 0.10% 710 $229K New
COST Costco Wholesale Corp. 0.10% 227 $225K Reduce -28.4%
DGRS Wisdomtree U.S. Smallcap Qua 0.10% 4,783 $223K Add +0.4%
IYC iShares US Consumer Discreti 0.10% 2,228 $222K New
DEM Wisdomtree Emerging Markets 0.10% 4,869 $221K New
VDE Vanguard Energy ETF 0.10% 1,825 $217K Add +16.3%
XYLD Global X S&P 500 Cove Call E 0.10% 5,560 $217K No change
IJR iShares Core S&P Small-Cap E 0.10% 1,981 $217K Reduce -25.3%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.10% 1,295 $213K New
CVX Chevron Corp. 0.10% 1,482 $212K New
EMXC iShares MSCI Emr MRK Ex Chna 0.10% 3,343 $211K New
MSTR Strategy Inc. filed as MICROSTRATEGY INC 0.10% 520 $210K New
NGL NGL Energy Partners LP 0.03% 16,794 $72K Add +26.6%
BRFS BRF SA-ADR 0.03% 17,734 $65K Add +1.9%
SSL Sasol Ltd.-Sponsored ADR 0.03% 14,504 $64K Add +8.0%
SND Smart Sand Inc. 0.03% 29,484 $59K Add +7.3%
ACXP Acurx Pharmaceuticals Inc. 0.00% 10,000 $5K No change

Portfolio Sells Q1 2025 → Q2 2025

AMP Ameriprise Financial Inc. Sold out 0.00% −2.02
IT Gartner Inc. Sold out 0.00% −1.53
VIRC Virco MFG Corporation Sold out 0.00% −1.00
IDCC Interdigital Inc. Reduce -10.6% 1.70% −0.63
QQQ Invesco QQQ Trust Series 1 Reduce -7.2% 2.35% −0.51
SUPN Supernus Pharmaceuticals Inc. Sold out 0.00% −0.39
COR Cencora Inc. Reduce -0.1% 1.52% −0.35
IUSV iShares Core S&P U.S. Value Sold out 0.00% −0.34
NVS Novartis AG-Sponsored ADR Reduce -0.5% 1.39% −0.32
MUB iShares National Muni Bond E Sold out 0.00% −0.31
KHC The Kraft Heinz Co. Sold out 0.00% −0.28
HPE Hewlett Packard Enterprise Sold out 0.00% −0.24
SNX TD Synnex Corp. Sold out 0.00% −0.22
BABA Alibaba Group Holding-SP ADR Reduce -3.3% 0.36% −0.21
XLE SS Energy Select Sector Sold out 0.00% −0.19
EMB iShares JP Morgan Usd Emergi Sold out 0.00% −0.16
MU Micron Technology Inc. Sold out 0.00% −0.16
IEUR iShares Core MSCI Europe ETF Reduce -1.1% 0.71% −0.15
IYW iShares Ustechnology ETF Sold out 0.00% −0.15
NIXT Ra Deletions ETF Sold out 0.00% −0.14
IQDG Wisdomtree Intl QLTY DVD GRW Sold out 0.00% −0.14
DGRW Wisdomtree U.S. Quality Divi Reduce -0.2% 0.52% −0.14
EFV iShares MSCI Eafe Value ETF Reduce -0.9% 0.56% −0.14
XLK SS Technology Select Sector Reduce -30.8% 0.24% −0.14
BAB Invesco Taxable Municipal Bo Sold out 0.00% −0.13
SMH Vaneck Semiconductor ETF Sold out 0.00% −0.12
HD Home Depot Inc. Reduce -34.4% 0.12% −0.12
MCHI iShares MSCI China ETF Reduce -1.0% 0.33% −0.11
VV Vngrd Mrgstr LRG-Cap ETF-Usd Reduce -13.4% 0.27% −0.10
BSCT Invesco Bulletshares 2029 CB Reduce -5.4% 0.25% −0.10
BSCX Invesco Bulletshares 2033 CB Reduce -7.1% 0.23% −0.09
MBB iShares MBS ETF Reduce -0.0% 0.26% −0.09
IEMG iShares Core MSCI Emerging Reduce -1.0% 0.41% −0.08
VGT Vanguard Info Tech ETF Reduce -33.9% 0.13% −0.08
EWS iShares MSCI Singapore ETF Reduce -1.0% 0.35% −0.08
COST Costco Wholesale Corp. Reduce -28.4% 0.10% −0.08
SPYI Neos S&P 500 High Income ETF Reduce -17.7% 0.14% −0.07
EPS Wisdomtree US Large Cap Fund Reduce -0.3% 0.31% −0.07
IJR iShares Core S&P Small-Cap E Reduce -25.3% 0.10% −0.07
USMF Wisdomtree US Multifactor Fu Reduce -2.1% 0.22% −0.07
VUG Vanguard Mrngstar GR ETF-Sui Reduce -8.5% 0.28% −0.06
DTD Wisdomtree US Total Dividend Reduce -3.6% 0.19% −0.06
QUAL iShares MSCI USA Quality Fac Reduce -0.5% 0.22% −0.05
DYNF Ishrs US E F R A ETF-Usd Inc. Reduce -0.7% 0.21% −0.04
WTV Wisdomtree U.S. Value Fund Reduce -1.8% 0.14% −0.04
EFG iShares MSCI Eafe Growth ETF Reduce -0.7% 0.20% −0.04
IVE iShares S&P 500 Value ETF Reduce -0.7% 0.13% −0.04
USHY iShares Broad Usd High Yield Reduce -0.5% 0.11% −0.04
VYMI Vanguard Int High DVD YLD Inc. Reduce -3.2% 0.13% −0.03
TPR Tapestry Inc. Reduce -3.7% 0.32% −0.03

Portfolio Buys Q1 2025 → Q2 2025

GEN Gen Digital Inc. Add +543.3% 1.69% +1.37
WAB Wabtec Corp. New 1.27% +1.27
ENVA Enova International Inc. New 1.18% +1.18
NVDA Nvidia Corp. Add +6.7% 6.52% +0.95
SPY SS SPDR S&P 500 ETF Trust-US Add +138.3% 1.81% +0.90
FEZ State Street SPDR Euro Stoxx New 0.72% +0.72
VTI VG Morningstar TS MKT ETF-US Add +61.7% 2.32% +0.60
MINT PIMCO Enhanced Short Maturit Add +126.4% 0.99% +0.41
PJT PJT Partners Inc. Class A New 0.40% +0.40
IYF iShares US Financials ETF New 0.35% +0.35
KLAC KLA Corp. New 0.34% +0.34
SCHD Schwab US DVD Equity ETF New 0.33% +0.33
HEI Heico Corp. New 0.33% +0.33
ITA iShares U.S. Aerospace & Def New 0.30% +0.30
IDU iShares US Utilities ETF New 0.28% +0.28
VIS Vanguard Industrials ETF New 0.28% +0.28
IGOV iShares International Treasu New 0.28% +0.28
AGG iShares Core U.S. Aggregate Add +242.3% 0.44% +0.27
KTOS Kratos Defense & Security New 0.25% +0.25
MOAT Vaneck Morningstar Wide Moat New 0.25% +0.25
AVT Avnet Inc. New 0.25% +0.25
VTV Vanguard Mrngstr Val ETF-Aui New 0.24% +0.24
MMS Maximus Inc. New 0.23% +0.23
ISHG iShares -3 Year Internationa New 0.23% +0.23
ELAN Elanco Animal Health Inc. Add +104.5% 0.43% +0.22
HPQ HP Inc. New 0.21% +0.21
MA Mastercard Inc. Class A New 0.20% +0.20
PANW Palo Alto Networks Inc. New 0.17% +0.17
PYLD PIMCO Multisector Bond Actv New 0.17% +0.17
MSFT Microsoft Corp. Add +12.3% 1.53% +0.17
V Visa Inc. Class A Add +127.0% 0.39% +0.16
CTAS Cintas Corp. New 0.16% +0.16
VRT Vertiv Holdings Co. Class A Add +5.8% 0.55% +0.16
LMT Lockheed Martin Corp. New 0.15% +0.15
CRWV Coreweave Inc. Class A New 0.15% +0.15
MRSH Marsh & McLennan Cos New 0.15% +0.15
MAR Marriott International Class A New 0.15% +0.15
GLD SPDR Gold Shares New 0.14% +0.14
AXON Axon Enterprise Inc. New 0.14% +0.14
TSCO Tractor Supply Company New 0.14% +0.14
VHT Vanguard Health Care ETF New 0.14% +0.14
GEV GE Vernova Inc. New 0.12% +0.12
SCHX Schwab US Large-Cap ETF New 0.12% +0.12
META Meta Platforms Inc. Class A Add +8.0% 2.96% +0.12
JEPI JPMorgan Equity Premium Inco New 0.12% +0.12
PGR Progressive Corp. New 0.12% +0.12
HYGH iShares Int Rate Hedg HY ETF New 0.12% +0.12
XLF SS Financial Select Sector New 0.12% +0.12
VOO Vanguard S&P 500 ETF Add +25.8% 2.41% +0.11
CEG Constellation Energy New 0.10% +0.10

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 191$305.3MSPHY, IVV, AVGO, AAPL, NVDA
Q1 2026 168$258.8MSPHY, IVV, AVGO, NVDA, AAPL
Q4 2025 168$268.7MSPHY, AVGO, NVDA, IVV, GOOGL
Q3 2025 178$276.1MNVDA, AVGO, SPHY, AAPL, IVV
Q2 2025 173$218.5MNVDA, AVGO, IVV, META, AAPL
Q1 2025 146$164.7MNVDA, AAPL, IVV, AVGO, BIL
Q4 2024 145$164.3MNVDA, AVGO, AAPL, IVV, QQQ
Q3 2024 146$159.6MNVDA, AAPL, IVV, AVGO, QQQ