River Street Advisors LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 26, 2026), River Street Advisors LLC reported 167 stock positions worth $266.9 million. Its top holding was MFS Active International (MFSI) at 7.3% of the portfolio, followed by iShares Core S&P Midcap ETF (IJH, 5.5%) and Nvidia (NVDA, 4.0%). Compared with Q3 2025, it opened 12 new positions, sold out of 8, added to 64 and reduced 41. The biggest buy was Eli Lilly (LLY, shares +0%) and the biggest sale an exit from Zoetis (ZTS).

Most Recent 13F
Q2 2026
Location
AURORA, IL
CIK
0001964897
Portfolio Value
$266.9M (Q4 2025)
SEC Filing
0001964897-26-000001 ↗ filed Jan 26, 2026

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $148.1M Q1 2024 Q2 2024: $161.1M Q2 2024 Q3 2024: $182.6M Q3 2024 Q4 2024: $195.5M Q4 2024 Q1 2025: $202.0M Q1 2025 Q2 2025: $232.2M Q2 2025 Q3 2025: $257.9M Q3 2025 Q4 2025: $266.9M $266.9M Q4 2025 Q1 2026: $295.9M Q1 2026 Q2 2026: $339.5M Q2 2026

Holdings 167 stocks · $266.9M
MFSI MFS Active International 7.34% 643,358 $19.6M Add +3.9%
IJH iShares Core S&P Midcap ETF 5.49% 222,120 $14.7M Add +0.7%
NVDA Nvidia Corp. 3.97% 56,856 $10.6M Add +0.2%
AAPL Apple Inc. 3.11% 30,552 $8.3M Reduce -2.5%
SPYM Ste STR SPDR PT S&P 500 ETF 2.99% 99,629 $8.0M Add +7.1%
AVGO Broadcom Inc. 2.69% 20,717 $7.2M Reduce -1.4%
OSBC Old Second Bancorp Inc. 2.67% 366,071 $7.1M Reduce -4.7%
MSFT Microsoft Corp. 2.58% 14,257 $6.9M Add +1.3%
JPM JPMorgan Chase & Co. 2.56% 21,244 $6.8M Reduce -0.2%
FLIN Franklin Ftse India ETF 2.41% 166,871 $6.4M Add +4.7%
GOOGL Alphabet Inc. Class A 2.32% 19,776 $6.2M Add +0.9%
BSCQ Invesco Bulletshares 2026 CB 2.20% 299,274 $5.9M Add +4.7%
VEA Vanguard Ftse Developed ETF 2.13% 90,908 $5.7M Add +5.4%
LLY Eli Lilly & Co. 1.82% 4,518 $4.9M Add +0.2%
CAT Caterpillar Inc. 1.76% 8,210 $4.7M No change
MS Morgan Stanley 1.45% 21,742 $3.9M Add +2.0%
VT Vanguard Tot World STK ETF 1.44% 27,336 $3.9M Add +0.8%
CMI Cummins Inc. 1.33% 6,929 $3.5M Reduce -0.2%
AMZN Amazon.com Inc. 1.31% 15,187 $3.5M Add +2.8%
KLAC KLA Corp. 1.19% 2,615 $3.2M Reduce -1.8%
BSJQ Invesco Bulletshares 2026 HY 1.16% 132,921 $3.1M Reduce -6.6%
BSCR Invesco Bulletshares 2027 CB 1.14% 154,537 $3.1M Add +10.9%
GLW Corning Inc. 1.14% 34,744 $3.0M Reduce -0.9%
VGK Vanguard Ftse Europe ETF 1.13% 35,993 $3.0M Reduce -6.8%
SPY SS SPDR S&P 500 ETF Trust-US 1.09% 4,277 $2.9M Reduce -3.7%
BLK BlackRock Inc. 1.09% 2,720 $2.9M Add +3.4%
BX Blackstone Inc. 1.04% 18,090 $2.8M Add +3.2%
JNJ Johnson & Johnson 0.99% 12,811 $2.7M Reduce -0.5%
ABBV Abbvie Inc. 0.99% 11,595 $2.6M Reduce -1.3%
QQQ Invesco QQQ Trust Series 1 0.91% 3,942 $2.4M No change
COF Capital One Financial Corp. 0.83% 9,147 $2.2M Add +2.1%
NOC Northrop Grumman Corp. 0.77% 3,625 $2.1M Add +3.0%
PEP Pepsico Inc. 0.77% 14,364 $2.1M Add +1.7%
VLO Valero Energy Corp. 0.74% 12,107 $2.0M Add +0.5%
SPYV SS SPDR P S&P 500 Value ETF 0.72% 33,619 $1.9M Add +2.5%
SPIB SS SPDR P Int C Corp. ETF 0.70% 54,946 $1.9M Reduce -4.9%
NEE Nextera Energy Inc. 0.65% 21,645 $1.7M Add +15.9%
ETN Eaton Corp. PLC 0.65% 5,406 $1.7M Add +3.6%
VNQ Vanguard Real Estate ETF 0.63% 18,881 $1.7M Reduce -18.7%
MET Metlife Inc. 0.62% 21,074 $1.7M Add +2.6%
PLD Prologis Inc. 0.59% 12,402 $1.6M Add +0.7%
TFLR T Rowe Price Floating RT ETF 0.59% 30,408 $1.6M Add +12.5%
FTRB Fed Hermes TTL RTRN BND 0.57% 60,416 $1.5M Add +10.3%
MA Mastercard Inc. Class A 0.56% 2,613 $1.5M Add +2.9%
IVV iShares Core S&P 500 ETF 0.55% 2,131 $1.5M Reduce -0.1%
QCOM Qualcomm Inc. 0.53% 8,319 $1.4M Add +1.1%
SPYG SS SPDR P S&P 500 Growth ETF 0.53% 13,178 $1.4M Reduce -0.2%
MCD McDonald's Corp. 0.53% 4,599 $1.4M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.51% 2,685 $1.3M Reduce -3.5%
SHOP Shopify Inc. Class A 0.50% 8,299 $1.3M Reduce -0.6%
CVX Chevron Corp. 0.50% 8,727 $1.3M Reduce -4.0%
HD Home Depot Inc. 0.49% 3,821 $1.3M Reduce -2.5%
SPDW Ste STR SPDR PT DW Eu ETF 0.49% 29,471 $1.3M Add +5.8%
NSC Norfolk Southern Corp. 0.48% 4,419 $1.3M Add +2.3%
WMT Walmart Inc. 0.48% 11,432 $1.3M Add +1.4%
VIK Viking Holdings Ltd. 0.47% 17,644 $1.3M Add +3.5%
COST Costco Wholesale Corp. 0.47% 1,450 $1.3M Add +1.6%
HON Honeywell International Inc. 0.46% 6,273 $1.2M Reduce -1.6%
SPSM SS SPDR P S&P 600 Small Cap 0.46% 26,079 $1.2M Add +1.1%
PEG Public Service Enterprise GP 0.45% 15,095 $1.2M Add +1.3%
SOFI Sofi Technologies Inc. 0.45% 46,064 $1.2M Add +6.0%
SBUX Starbucks Corp. 0.43% 13,516 $1.1M Add +0.8%
ABT Abbott Laboratories 0.43% 9,082 $1.1M Reduce -4.7%
ENB Enbridge Inc. 0.42% 23,689 $1.1M Add +1.6%
PKG Packaging Corp. of America 0.41% 5,362 $1.1M Add +1.0%
EOG EOG Resources Inc. 0.41% 10,518 $1.1M Reduce -10.9%
PHM Pultegroup Inc. 0.41% 9,357 $1.1M Add +5.8%
PG The Procter & Gamble Co. 0.41% 7,588 $1.1M Add +3.2%
VYM Vanguard High DVD Yield ETF 0.38% 7,114 $1.0M Reduce -1.0%
PWR Quanta Services Inc. 0.38% 2,389 $1.0M No change
SPMD SS SPDR P S&P 400 Midcap ETF 0.35% 16,346 $947K Add +2.1%
BMI Badger Meter Inc. 0.35% 5,385 $939K Add +3.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.34% 8,018 $912K Add +14.0%
CMG Chipotle Mexican Grill Inc. 0.32% 23,398 $866K Add +86.7%
TSLA Tesla Inc. 0.31% 1,865 $839K No change
SYK Stryker Corp. 0.31% 2,373 $834K Add +4.0%
USRT iShares Core US REIT ETF 0.30% 14,242 $811K Add +3.0%
CIBR First Trust Nasdaq Cybersecu 0.30% 11,304 $808K Add +2.6%
ANET Arista Networks Inc. 0.29% 5,990 $785K No change
VPU Vanguard Utilities ETF 0.29% 4,179 $773K Reduce -2.3%
GOOG Alphabet Inc. Class C 0.29% 2,461 $772K No change
DHR Danaher Corp. 0.29% 3,348 $766K Add +1.1%
BRK.A Berkshire Hathaway Inc. Class A 0.28% 1 $755K No change
XLE SS Energy Select Sector 0.28% 16,526 $739K Add +4.5%
WELL Welltower Inc. 0.27% 3,843 $713K Add +2.8%
IJK iShares S&P Mid-Cap 400 Grow 0.26% 7,090 $687K No change
IEFA iShares Core MSCI Eafe ETF 0.26% 7,666 $686K Reduce -0.2%
VGIT Vanguard Intermediate-Term T 0.25% 11,227 $673K Reduce -1.9%
BSMQ Invesco Bulletshares 2026 MB 0.25% 28,258 $668K Add +23.2%
MELI MercadoLibre Inc. 0.25% 331 $667K No change
IVW iShares S&P 500 Growth ETF 0.24% 5,278 $651K Reduce -12.4%
MDY State Street SPDR S&P Midcap 0.24% 1,063 $641K Reduce -0.6%
VTV Vanguard Mrngstr Val ETF-Aui 0.24% 3,338 $638K Reduce -6.0%
ITOT iShares Core S&P Total U.S. 0.24% 4,280 $636K Add +10.2%
MBB iShares MBS ETF 0.23% 6,305 $600K No change
ADBE Adobe Inc. 0.22% 1,709 $598K Reduce -1.0%
ROP Roper Technologies Inc. 0.22% 1,340 $596K Add +6.9%
INGR Ingredion Inc. 0.22% 5,406 $596K Reduce -24.0%
SPEM State Street SP PTF Em ETF 0.21% 12,122 $567K Add +1.8%
APTV Aptiv PLC 0.20% 7,144 $544K Reduce -2.2%
VIG Vanguard Dividend Apprec ETF 0.20% 2,464 $542K Reduce -1.0%
ATMP Ipath Select MLP ETN filed as BARCLAYS BANK PLC 0.20% 18,345 $528K No change
BSMR Invesco Bulletshares 2027 MB 0.20% 22,200 $525K Add +5.6%
AES AES Corp. 0.19% 35,806 $513K Add +6.4%
CEG Constellation Energy 0.19% 1,451 $513K No change
VOO Vanguard S&P 500 ETF 0.19% 812 $509K No change
NDMO Nuveen Dynamic Municipal Opp 0.18% 48,146 $485K No change
IJJ iShares S&P Mid-Cap 400 Valu 0.18% 3,653 $481K No change
EW Edwards Lifesciences Corp. 0.17% 5,240 $447K No change
BSMS Invesco Bulletshares 2028 MB 0.17% 18,885 $444K No change
BN Brookfield Corp. 0.17% 9,649 $443K Add +80.4%
NZF Nuveen Municipal Credit Inc. 0.16% 34,431 $433K Add +60.7%
VB Vanguard Most SM-Cap ETF-Usd 0.15% 1,580 $408K No change
LMT Lockheed Martin Corp. 0.14% 769 $372K Add +1.3%
CMCSA Comcast Corp. Class A 0.14% 12,404 $371K Reduce -4.3%
RFMZ Rivernorth Flex Muni II 0.14% 28,566 $362K No change
JQUA JPMorgan US Quality Factor 0.14% 5,711 $361K Reduce -4.6%
RMMZ Rvrnrth MGD Dur Muni Inc. II filed as RIVERNORTH MANAGED DUR MUN I 0.13% 24,321 $353K No change
CAH Cardinal Health Inc. 0.13% 1,713 $352K No change
XLV SS Health Care Select Sector 0.13% 2,267 $351K No change
GLD SPDR Gold Shares 0.13% 876 $347K Add +33.7%
VTI VG Morningstar TS MKT ETF-US 0.12% 963 $323K Add +1.3%
IWM iShares Russell 2000 ETF 0.12% 1,305 $321K No change
WM Waste Management Inc. 0.12% 1,445 $317K No change
TMO Thermo Fisher Scientific Inc. 0.12% 544 $315K No change
JAAA Janus Henderson Aaa Clo ETF 0.12% 6,217 $314K Reduce -20.5%
FTNT Fortinet Inc. 0.11% 3,805 $302K No change
AAXJ iShares MSCI All Country Asi 0.11% 3,198 $298K No change
RMI Rivernorth Opport Muni Inc. 0.11% 20,593 $295K No change
META Meta Platforms Inc. Class A 0.11% 439 $290K No change
XRMMX Rvrnrth MGD Dur Muni Inc. filed as RIVERNORTH MANAGED DUR MUN I 0.10% 19,727 $268K No change
RFM Rivernorth Flexible Muni 0.10% 18,864 $264K No change
IDCC Interdigital Inc. 0.10% 820 $261K No change
V Visa Inc. Class A 0.10% 740 $260K Reduce -9.5%
HACK Amplify Cybersecurity ETF 0.09% 3,130 $252K No change
DE Deere & Co. 0.09% 524 $244K Reduce -18.5%
BSMT Invesco Bulletshares 2029 MB 0.09% 10,513 $243K No change
BSCS Invesco Bulletshares 2028 CB 0.09% 11,325 $233K New
LOW Lowe's Cos Inc. 0.08% 915 $221K No change
PML PIMCO Municipal Income FD II 0.08% 29,237 $220K No change
XOM Exxon Mobil Corp. 0.08% 1,809 $218K No change
MDLZ Mondelez International Inc. Class A 0.08% 4,000 $215K No change
FDX FedEx Corp. 0.08% 743 $215K New
IEMG iShares Core MSCI Emerging 0.08% 3,068 $206K No change
NOW ServiceNow Inc. 0.08% 1,330 $204K No change
MO Altria Group Inc. 0.08% 3,494 $201K No change
GEV GE Vernova Inc. 0.07% 306 $200K New
XLK SS Technology Select Sector 0.07% 1,334 $192K Add +1.5%
XLP SS Consumer Staples Sel Sect 0.07% 2,392 $186K Reduce -0.5%
VKI Invesco Adv Muni Inc. TR II 0.07% 19,610 $179K No change
XBTAX BlackRock LNG-TRM Muni Adv 0.07% 18,899 $175K No change
MHD BlackRock Muniholdings Fund 0.06% 13,921 $163K No change
IIM Invesco Value Municipal Inco 0.06% 12,514 $154K No change
IQI Invesco Quality Muni Inc. TR 0.06% 15,215 $152K No change
ACHR Archer Aviation Inc. Class A 0.06% 20,000 $150K No change
MUE BlackRock Munihold QLT FD II 0.05% 12,132 $122K New
VFL Abrdn National Municipal Inc. 0.05% 11,845 $122K New
XMVFX BlackRock Munivest Fund 0.05% 17,542 $122K New
BLE BlackRock Muni Inc. TR II 0.05% 11,605 $121K New
XMQTX BlackRock Muniyield QLTY II 0.05% 12,044 $121K New
VPV Invesco Pa Val Muni Inc. 0.05% 11,571 $121K New
XBKNX BlackRock Invest QLTY Muni 0.05% 10,804 $121K New
AFB Allianceberstein NTL Muni 0.05% 11,182 $121K New
VMO Invesco Municipal Opport 0.04% 12,547 $120K New
MUA BlackRock Muniassets Fund 0.04% 10,750 $115K No change
OIA Invesco Municipal Income Opp 0.04% 18,450 $111K No change
NMCO Nuveen Municipal Credit Opp 0.04% 10,703 $109K No change

Portfolio Sells Q3 2025 → Q4 2025
ZTS Zoetis Inc. Sold out 0.00% −0.63
VNQ Vanguard Real Estate ETF Reduce -18.7% 0.63% −0.20
SLV iShares Silver Trust Sold out 0.00% −0.16
BSMP Invesco Bulletshares 2025 MB Sold out 0.00% −0.14
BSJQ Invesco Bulletshares 2026 HY Reduce -6.6% 1.16% −0.13
HD Home Depot Inc. Reduce -2.5% 0.49% −0.12
INGR Ingredion Inc. Reduce -24.0% 0.22% −0.11
EOG EOG Resources Inc. Reduce -10.9% 0.41% −0.10
VZ Verizon Communications Inc. Sold out 0.00% −0.08
MQY BlackRock Muniyield Quality Sold out 0.00% −0.07
ABT Abbott Laboratories Reduce -4.7% 0.43% −0.07
VGK Vanguard Ftse Europe ETF Reduce -6.8% 1.13% −0.07
SPIB SS SPDR P Int C Corp. ETF Reduce -4.9% 0.70% −0.06
ABBV Abbvie Inc. Reduce -1.3% 0.99% −0.06
HON Honeywell International Inc. Reduce -1.6% 0.46% −0.06
MYI BlackRock Muniyield QLTY III Sold out 0.00% −0.06
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.7% 1.09% −0.05
BFK BlackRock Municipal Inc. TRST Sold out 0.00% −0.05
CVX Chevron Corp. Reduce -4.0% 0.50% −0.05
APTV Aptiv PLC Reduce -2.2% 0.20% −0.04
KTF DWS Municipal Income Trust Sold out 0.00% −0.04
JPM JPMorgan Chase & Co. Reduce -0.2% 2.56% −0.04
IVW iShares S&P 500 Growth ETF Reduce -12.4% 0.24% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -3.5% 0.51% −0.04
JAAA Janus Henderson Aaa Clo ETF Reduce -20.5% 0.12% −0.04
VPU Vanguard Utilities ETF Reduce -2.3% 0.29% −0.02
DE Deere & Co. Reduce -18.5% 0.09% −0.02
CMCSA Comcast Corp. Class A Reduce -4.3% 0.14% −0.02
VTV Vanguard Mrngstr Val ETF-Aui Reduce -6.0% 0.24% −0.02
MCD McDonald's Corp. Reduce -0.1% 0.53% −0.02
VGIT Vanguard Intermediate-Term T Reduce -1.9% 0.25% −0.01
ADBE Adobe Inc. Reduce -1.0% 0.22% −0.01
V Visa Inc. Class A Reduce -9.5% 0.10% −0.01
JQUA JPMorgan US Quality Factor Reduce -4.6% 0.14% −0.01
VYM Vanguard High DVD Yield ETF Reduce -1.0% 0.38% −0.01
SPYG SS SPDR P S&P 500 Growth ETF Reduce -0.2% 0.53% −0.01
MDY State Street SPDR S&P Midcap Reduce -0.6% 0.24% −0.01
IVV iShares Core S&P 500 ETF Reduce -0.1% 0.55% −0.01
VIG Vanguard Dividend Apprec ETF Reduce -1.0% 0.20% −0.01
XLP SS Consumer Staples Sel Sect Reduce -0.5% 0.07% −0.00
IEFA iShares Core MSCI Eafe ETF Reduce -0.2% 0.26% −0.00
AVGO Broadcom Inc. Reduce -1.4% 2.69% −0.00
AAPL Apple Inc. Reduce -2.5% 3.11% +0.02
SHOP Shopify Inc. Class A Reduce -0.6% 0.50% +0.02
GLW Corning Inc. Reduce -0.9% 1.14% +0.02
JNJ Johnson & Johnson Reduce -0.5% 0.99% +0.07
KLAC KLA Corp. Reduce -1.8% 1.19% +0.08
OSBC Old Second Bancorp Inc. Reduce -4.7% 2.67% +0.10
CMI Cummins Inc. Reduce -0.2% 1.33% +0.19

Portfolio Buys Q3 2025 → Q4 2025
LLY Eli Lilly & Co. Add +0.2% 1.82% +0.49
GOOGL Alphabet Inc. Class A Add +0.9% 2.32% +0.47
MFSI MFS Active International Add +3.9% 7.34% +0.25
SPYM Ste STR SPDR PT S&P 500 ETF Add +7.1% 2.99% +0.17
CMG Chipotle Mexican Grill Inc. Add +86.7% 0.32% +0.13
MS Morgan Stanley Add +2.0% 1.45% +0.13
VEA Vanguard Ftse Developed ETF Add +5.4% 2.13% +0.12
FLIN Franklin Ftse India ETF Add +4.7% 2.41% +0.11
NEE Nextera Energy Inc. Add +15.9% 0.65% +0.10
COF Capital One Financial Corp. Add +2.1% 0.83% +0.09
BSCS Invesco Bulletshares 2028 CB New 0.09% +0.09
FDX FedEx Corp. New 0.08% +0.08
BSCR Invesco Bulletshares 2027 CB Add +10.9% 1.14% +0.08
GEV GE Vernova Inc. New 0.07% +0.07
BN Brookfield Corp. Add +80.4% 0.17% +0.07
VIK Viking Holdings Ltd. Add +3.5% 0.47% +0.06
NZF Nuveen Municipal Credit Inc. Add +60.7% 0.16% +0.06
AMZN Amazon.com Inc. Add +2.8% 1.31% +0.06
PLD Prologis Inc. Add +0.7% 0.59% +0.05
TFLR T Rowe Price Floating RT ETF Add +12.5% 0.59% +0.05
XMVFX BlackRock Munivest Fund New 0.05% +0.05
MUE BlackRock Munihold QLT FD II New 0.05% +0.05
VFL Abrdn National Municipal Inc. New 0.05% +0.05
BLE BlackRock Muni Inc. TR II New 0.05% +0.05
XMQTX BlackRock Muniyield QLTY II New 0.05% +0.05
VPV Invesco Pa Val Muni Inc. New 0.05% +0.05
AFB Allianceberstein NTL Muni New 0.05% +0.05
XBKNX BlackRock Invest QLTY Muni New 0.05% +0.05
VMO Invesco Municipal Opport New 0.04% +0.04
BSMQ Invesco Bulletshares 2026 MB Add +23.2% 0.25% +0.04
GLD SPDR Gold Shares Add +33.7% 0.13% +0.04
FTRB Fed Hermes TTL RTRN BND Add +10.3% 0.57% +0.04
DHR Danaher Corp. Add +1.1% 0.29% +0.03
DIS The Walt Disney Co. Add +14.0% 0.34% +0.03
SPDW Ste STR SPDR PT DW Eu ETF Add +5.8% 0.49% +0.03
BSCQ Invesco Bulletshares 2026 CB Add +4.7% 2.20% +0.03
WMT Walmart Inc. Add +1.4% 0.48% +0.03
AES AES Corp. Add +6.4% 0.19% +0.02
ITOT iShares Core S&P Total U.S. Add +10.2% 0.24% +0.02
SPYV SS SPDR P S&P 500 Value ETF Add +2.5% 0.72% +0.01
WELL Welltower Inc. Add +2.8% 0.27% +0.01
SOFI Sofi Technologies Inc. Add +6.0% 0.45% +0.01
BSMR Invesco Bulletshares 2027 MB Add +5.6% 0.20% +0.00
PEP Pepsico Inc. Add +1.7% 0.77% +0.00
XLE SS Energy Select Sector Add +4.5% 0.28% +0.00
QCOM Qualcomm Inc. Add +1.1% 0.53% +0.00
XLK SS Technology Select Sector Add +1.5% 0.07% +0.00
VTI VG Morningstar TS MKT ETF-US Add +1.3% 0.12% 0.00
SPMD SS SPDR P S&P 400 Midcap ETF Add +2.1% 0.35% −0.00
MA Mastercard Inc. Class A Add +2.9% 0.56% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 177$339.5MMFSI, OSBC, IJH, NVDA, SPYM
Q1 2026 172$295.9MMFSI, IJH, OSBC, NVDA, SPYM
Q4 2025 167$266.9MMFSI, IJH, NVDA, AAPL, SPYM
Q3 2025 163$257.9MMFSI, IJH, NVDA, AAPL, MSFT
Q2 2025 162$232.2MMFSI, IJH, NVDA, MSFT, SPYM
Q1 2025 139$202.0MMFSI, IJH, AAPL, NVDA, SPYM
Q4 2024 137$195.5MIJH, MFSI, AAPL, NVDA, BSCQ
Q3 2024 145$182.6MIJH, AAPL, NVDA, BSCQ, MSFT
Q2 2024 139$161.1MIJH, NVDA, AAPL, MSFT, JPM
Q1 2024 127$148.1MIJH, AAPL, MSFT, NVDA, XYLD