Sheaff Brock Investment Advisors, LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 30, 2025), Sheaff Brock Investment Advisors, LLC reported 446 stock positions worth $1.1 billion. Its top holding was Apple (AAPL) at 11.7% of the portfolio, followed by Nvidia (NVDA, 7.9%) and Microsoft (MSFT, 2.3%). Compared with Q3 2024, it opened 30 new positions, sold out of 34, added to 154 and reduced 157. The biggest buy was Intl Business Machines (IBM, shares +319%) and the biggest sale an exit from PPG Industries (PPG).

Most Recent 13F
Q1 2025
Location
INDIANAPOLIS, IN
CIK
0001666789
Portfolio Value
$1.1B (Q4 2024)
SEC Filing
0001666789-25-000001 ↗ filed Jan 30, 2025

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.3B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.1B Q3 2024 Q4 2024: $1.1B $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025

Holdings 446 stocks · $1.1B
AAPL Apple Inc. 11.70% 536,790 $134.4M Reduce -1.4%
NVDA Nvidia Corp. 7.92% 677,566 $91.0M Reduce -0.8%
MSFT Microsoft Corp. 2.33% 63,498 $26.8M Reduce -0.9%
LLY Eli Lilly & Co. 2.17% 32,240 $24.9M Add +0.7%
AMZN Amazon.com Inc. 2.01% 105,208 $23.1M Reduce -0.6%
LISTED FDS TR 1.70% 1,014,937 $19.5M Add +2.5%
ORCL Oracle Corp. 1.57% 108,046 $18.0M Reduce -9.7%
AVGO Broadcom Inc. 1.53% 75,933 $17.6M Reduce -3.5%
QQQ Invesco QQQ Trust Series 1 1.45% 32,511 $16.6M Add +7.0%
META Meta Platforms Inc. Class A 1.35% 26,588 $15.6M Reduce -5.4%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 1.28% 66,689 $14.7M Add +319.1%
GOOGL Alphabet Inc. Class A 1.23% 74,505 $14.1M Reduce -1.7%
SPY SS SPDR S&P 500 ETF Trust-US 1.14% 22,389 $13.1M Add +17.2%
MRK Merck & Co. Inc. 1.10% 127,124 $12.6M Add +3.6%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 1.03% 112,159 $11.8M Reduce -4.8%
AXP American Express Co. 1.01% 38,969 $11.6M Reduce -1.2%
ABBV Abbvie Inc. 0.94% 60,772 $10.8M Reduce -0.4%
HD Home Depot Inc. 0.93% 27,557 $10.7M Reduce -28.9%
QCOM Qualcomm Inc. 0.91% 68,175 $10.5M Add +0.4%
KLAC KLA Corp. 0.90% 16,401 $10.3M Add +0.3%
OKE Oneok Inc. 0.90% 102,553 $10.3M Reduce -2.1%
TSLA Tesla Inc. 0.89% 25,206 $10.2M Add +1.5%
ACN Accenture PLC Class A 0.86% 28,124 $9.9M Add +0.0%
ALSN Allison Transmission Holding 0.86% 91,481 $9.9M Reduce -8.9%
CMI Cummins Inc. 0.84% 27,833 $9.7M Reduce -1.4%
PH Parker Hannifin Corp. 0.83% 15,042 $9.6M Reduce -6.6%
GOOG Alphabet Inc. Class C 0.80% 48,097 $9.2M Reduce -0.5%
CSCO Cisco Systems Inc. 0.79% 152,372 $9.0M Add +68.0%
HUBB Hubbell Inc. 0.78% 21,423 $9.0M Reduce -8.3%
TFC Truist Financial Corp. 0.76% 200,195 $8.7M Reduce -1.5%
DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE 0.75% 20,373 $8.7M Add +0.5%
PLD Prologis Inc. 0.75% 81,906 $8.7M Reduce -1.1%
DELL Dell Technologies -C 0.75% 74,954 $8.6M Reduce -3.3%
NFLX Netflix Inc. 0.73% 9,437 $8.4M Add +0.4%
LMT Lockheed Martin Corp. 0.72% 16,965 $8.2M Reduce -14.2%
UNH Unitedhealth Group Inc. 0.71% 16,140 $8.2M Add +1.8%
PG The Procter & Gamble Co. 0.70% 48,319 $8.1M Reduce -0.2%
INGR Ingredion Inc. 0.70% 58,708 $8.1M Reduce -0.7%
CRM Salesforce Inc. 0.68% 23,479 $7.8M Reduce -10.3%
BKR Baker Hughes Co. 0.68% 189,786 $7.8M New
XOM Exxon Mobil Corp. 0.67% 71,377 $7.7M Reduce -0.3%
TXN Texas Instruments Inc. 0.67% 40,810 $7.7M Add +0.0%
JPM JPMorgan Chase & Co. 0.66% 31,518 $7.6M Reduce -5.7%
PAG Penske Automotive Group Inc. 0.65% 49,159 $7.5M Reduce -0.5%
BR Broadridge Financial Solutio 0.63% 31,888 $7.2M Reduce -0.2%
LISTED FDS TR 0.61% 701,849 $7.0M Add +2.2%
ACT Enact Holdings Inc. 0.61% 215,784 $7.0M Reduce -1.2%
CME Cme Group Inc. 0.60% 29,738 $6.9M Add +0.4%
GD General Dynamics Corp. 0.57% 24,771 $6.5M Reduce -0.4%
ISRG Intuitive Surgical Inc. 0.55% 12,010 $6.3M Reduce -0.2%
CI The Cigna Group 0.54% 22,331 $6.2M Reduce -0.3%
AFG American Financial Group Inc. 0.53% 44,540 $6.1M Reduce -0.9%
GL Globe Life Inc. 0.53% 54,184 $6.0M Reduce -0.7%
CAT Caterpillar Inc. 0.52% 16,500 $6.0M Add +128.0%
AMD Advanced Micro Devices 0.46% 43,318 $5.2M Reduce -18.5%
PM Philip Morris International 0.45% 43,074 $5.2M Add +0.2%
CVX Chevron Corp. 0.42% 33,689 $4.9M Reduce -0.7%
UPS United Parcel Service Class B 0.42% 38,385 $4.8M Reduce -5.5%
TCBK Trico Bancshares 0.42% 109,540 $4.8M No change
VTI VG Morningstar TS MKT ETF-US 0.41% 16,296 $4.7M Add +2.2%
HON Honeywell International Inc. 0.41% 20,603 $4.7M Add +2.7%
COST Costco Wholesale Corp. 0.40% 5,053 $4.6M Reduce -0.7%
TRV The Travelers Cos Inc. 0.38% 18,319 $4.4M Reduce -0.9%
MO Altria Group Inc. 0.38% 83,897 $4.4M Add +0.3%
WMT Walmart Inc. 0.37% 47,599 $4.3M Reduce -0.6%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.37% 15,001 $4.3M Add +0.3%
MRVL Marvell Technology Inc. 0.37% 38,252 $4.2M Reduce -11.3%
BRK.B Berkshire Hathaway Inc. Class B 0.35% 8,762 $4.0M Add +8.0%
VOO Vanguard S&P 500 ETF 0.33% 7,060 $3.8M Add +2.2%
ANET Arista Networks Inc. 0.33% 34,381 $3.8M Reduce -13.8%
KO The Coca-Cola Co. 0.31% 57,310 $3.6M Reduce -50.7%
AME Ametek Inc. 0.30% 19,262 $3.5M No change
MA Mastercard Inc. Class A 0.30% 6,488 $3.4M No change
V Visa Inc. Class A 0.29% 10,695 $3.4M Reduce -0.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.29% 74,778 $3.3M Reduce -4.5%
MCD McDonald's Corp. 0.28% 11,278 $3.3M Reduce -2.5%
GMED Globus Medical Inc. Class A 0.28% 39,112 $3.2M Add +0.2%
ADBE Adobe Inc. 0.26% 6,736 $3.0M Add +3.2%
SPG Simon Property Group Inc. 0.26% 17,116 $2.9M Reduce -1.0%
LOW Lowe's Cos Inc. 0.25% 11,677 $2.9M Add +0.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.25% 25,707 $2.9M Reduce -2.2%
F Ford Motor Co. filed as FORD MTR CO 0.24% 278,072 $2.8M Reduce -0.7%
TSCO Tractor Supply Company 0.23% 50,511 $2.7M Add +25.1%
BA The Boeing Co. 0.23% 15,121 $2.7M Reduce -1.4%
JNJ Johnson & Johnson 0.23% 18,296 $2.6M Reduce -58.0%
EME Emcor Group Inc. 0.22% 5,647 $2.6M Reduce -2.2%
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.22% 2,412 $2.5M Reduce -1.6%
CDNS Cadence Design SYS Inc. 0.21% 8,148 $2.4M Add +1.3%
LPLA LPL Financial Holdings Inc. 0.21% 7,377 $2.4M Reduce -14.6%
TW Tradeweb Markets Inc. Class A 0.21% 18,330 $2.4M Reduce -0.6%
WFC Wells Fargo & Co. 0.21% 34,000 $2.4M Add +56.8%
XLK SS Technology Select Sector 0.21% 10,191 $2.4M Add +13.7%
WELL Welltower Inc. 0.19% 17,611 $2.2M Reduce -7.8%
CTAS Cintas Corp. 0.19% 12,121 $2.2M Reduce -0.2%
SNPS Synopsys Inc. 0.19% 4,542 $2.2M Add +1.0%
VZ Verizon Communications Inc. 0.19% 54,938 $2.2M Add +3.2%
MU Micron Technology Inc. 0.19% 25,988 $2.2M Reduce -9.2%
DLR Digital Realty Trust Inc. 0.19% 12,236 $2.2M Reduce -16.9%
P Everpure Inc. Class A filed as PURE STORAGE INC 0.19% 35,205 $2.2M Reduce -10.5%
IT Gartner Inc. 0.19% 4,429 $2.1M Reduce -0.1%
EXP Eagle Materials Inc. 0.19% 8,623 $2.1M Reduce -0.6%
AXON Axon Enterprise Inc. 0.18% 3,542 $2.1M Add +0.4%
TQQQ Proshares Ultrapro QQQ 0.18% 26,483 $2.1M Add +1.6%
PGR Progressive Corp. 0.18% 8,609 $2.1M Reduce -0.5%
ET Energy Transfer LP 0.18% 104,408 $2.0M Add +0.9%
WDAY Workday Inc. Class A 0.18% 7,912 $2.0M Add +0.4%
EXLS Exlservice Holdings Inc. 0.18% 45,406 $2.0M Add +0.0%
BKNG Booking Holdings Inc. 0.17% 401 $2.0M Reduce -0.5%
CSL Carlisle Cos Inc. 0.17% 5,381 $2.0M Add +0.1%
FIX Comfort Systems USA Inc. 0.17% 4,647 $2.0M New
SIRI Sirius XM Holdings Inc. 0.17% 86,070 $2.0M Add +0.0%
USA Liberty All Star Equity Fund 0.17% 274,230 $1.9M No change
EPD Enterprise Products Partners 0.17% 60,492 $1.9M Add +2.4%
VEEV Veeva Systems Inc. Class A 0.16% 8,912 $1.9M Reduce -0.5%
MEDP Medpace Holdings Inc. 0.16% 5,515 $1.8M Add +0.7%
ALL Allstate Corp. 0.16% 9,466 $1.8M Reduce -23.1%
PYPL PayPal Holdings Inc. 0.16% 20,977 $1.8M Reduce -11.8%
PFE Pfizer Inc. 0.15% 66,639 $1.8M Reduce -10.5%
MDLZ Mondelez International Inc. Class A 0.15% 29,595 $1.8M Add +0.4%
PEP Pepsico Inc. 0.15% 11,507 $1.7M Reduce -2.7%
BLD Topbuild Corp. 0.15% 5,400 $1.7M Add +0.8%
OHI Omega Healthcare Investors 0.15% 44,108 $1.7M Reduce -1.5%
BMY Bristol-Myers Squibb Co. 0.14% 29,115 $1.6M Reduce -34.6%
O Realty Income Corp. 0.14% 30,314 $1.6M Reduce -3.8%
ODFL Old Dominion Freight Line 0.14% 9,141 $1.6M Reduce -15.3%
PFF iShares Preferred & Income S 0.14% 49,850 $1.6M Reduce -11.8%
LRCX Lam Research Corp. 0.13% 21,283 $1.5M Add +104.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.13% 12,491 $1.5M Reduce -0.1%
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.13% 5,575 $1.5M Add +9.9%
SXT Sensient Technologies Corp. 0.13% 21,041 $1.5M No change
GE General Electric filed as GE AEROSPACE 0.13% 8,930 $1.5M Add +0.0%
SCHD Schwab US DVD Equity ETF 0.13% 53,988 $1.5M Add +6.6%
EQIX Equinix Inc. 0.13% 1,534 $1.4M Reduce -1.9%
MTUM iShares MSCI USA Momentum Fa 0.13% 6,975 $1.4M Add +2.6%
T AT&T Inc. 0.13% 63,383 $1.4M Reduce -1.2%
SO The Southern Co. 0.13% 17,526 $1.4M Add +3.4%
CDP Copt Defense Properties 0.12% 44,366 $1.4M Reduce -1.6%
CRWD CrowdStrike Holdings Inc. Class A 0.12% 3,952 $1.4M Add +3.2%
WM Waste Management Inc. 0.11% 6,526 $1.3M Reduce -2.4%
AVB Avalonbay Communities Inc. 0.11% 5,806 $1.3M Reduce -1.6%
PSA Public Storage 0.11% 4,229 $1.3M Reduce -1.5%
IDXX Idexx Laboratories Inc. 0.11% 3,036 $1.3M Add +1.7%
MAA Mid-America Apartment Comm 0.11% 8,086 $1.2M Reduce -1.5%
ADP Automatic Data Processing 0.11% 4,235 $1.2M No change
RF Regions Financial Corp. 0.11% 52,326 $1.2M Add +0.1%
ARCC Ares Capital Corp. 0.11% 56,182 $1.2M Add +0.9%
DUK Duke Energy Corp. 0.11% 11,296 $1.2M Reduce -5.2%
VICI Vici Properties Inc. filed as VICI PPTYS INC 0.10% 41,296 $1.2M Add +0.9%
DOC Healthpeak Properties Inc. 0.10% 59,484 $1.2M Reduce -5.9%
MAR Marriott International Class A 0.10% 4,289 $1.2M Add +3.0%
PANW Palo Alto Networks Inc. 0.10% 6,502 $1.2M Reduce -0.7%
C Citigroup Inc. 0.10% 16,686 $1.2M Add +1.8%
SSO Proshares Ultra S&P500 0.10% 12,500 $1.2M No change
LEN Lennar Corp. Class A 0.10% 8,445 $1.2M Add +0.1%
INVH Invitation Homes Inc. 0.10% 35,429 $1.1M Add +1.2%
BIL SS SPDR BB 1-3M T-Bill ETF 0.10% 12,359 $1.1M Add +53.4%
LH Labcorp Holdings Inc. 0.10% 4,917 $1.1M Add +0.5%
EGP Eastgroup Properties Inc. 0.10% 6,979 $1.1M Add +0.1%
PLTR Palantir Technologies Inc. Class A 0.10% 14,769 $1.1M Add +2.0%
ABT Abbott Laboratories 0.10% 9,866 $1.1M Add +68.2%
ORI Old Republic Intl Corp. 0.10% 30,500 $1.1M No change
SNA Snap-on Inc. 0.10% 3,240 $1.1M No change
VUG Vanguard Mrngstar GR ETF-Sui 0.10% 2,666 $1.1M Add +13.3%
MDGL Madrigal Pharmaceuticals Inc. 0.09% 3,500 $1.1M No change
DGX Quest Diagnostics Inc. 0.09% 7,125 $1.1M New
AMT American Tower Corp. 0.09% 5,762 $1.1M Reduce -9.8%
MPLX MPLX LP 0.09% 21,233 $1.0M Add +7.8%
MTB M & T Bank Corp. filed as M & T BK CORP 0.08% 5,188 $975K Add +1.2%
XEXGX Eaton Vance Tax-Managed Glob 0.08% 116,041 $948K Add +22.5%
BX Blackstone Inc. 0.08% 5,433 $937K Reduce -0.4%
J Jacobs Solutions Inc. 0.08% 7,010 $937K Add +12.9%
DE Deere & Co. 0.08% 2,185 $926K Add +0.1%
WMB Williams Cos Inc. 0.08% 16,990 $920K Add +5.4%
IWM iShares Russell 2000 ETF 0.08% 4,145 $916K Add +12.2%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.08% 3,459 $914K Add +25.4%
BFK BlackRock Municipal Inc. TRST 0.08% 92,329 $910K No change
SBUX Starbucks Corp. 0.08% 9,889 $902K Reduce -4.0%
MSI Motorola Solutions Inc. 0.08% 1,925 $890K Add +3.9%
IVV iShares Core S&P 500 ETF 0.08% 1,494 $880K Add +125.7%
SCHX Schwab US Large-Cap ETF 0.08% 37,800 $876K No change
NEE Nextera Energy Inc. 0.08% 12,143 $871K Reduce -3.5%
MDT Medtronic PLC 0.07% 10,755 $859K Reduce -0.4%
NTNX Nutanix Inc. Class A 0.07% 13,900 $850K New
MELI MercadoLibre Inc. 0.07% 499 $849K No change
MGC Vngrd Mrngstr MG Cap ETF-Usd 0.07% 3,947 $839K No change
TNA Dir Dai SML Ca Bul 3X Et-Usd 0.07% 20,000 $838K No change
IJH iShares Core S&P Midcap ETF 0.07% 13,420 $836K Add +2.9%
MPC Marathon Petroleum Corp. 0.07% 5,921 $826K Add +0.5%
CNC Centene Corp. 0.07% 13,500 $818K Reduce -4.3%
ERX Direxion Daily Enrgy BL2X-Ui 0.07% 14,400 $802K No change
PNC PNC Financial Services Group 0.07% 4,159 $802K Reduce -0.6%
LULU Lululemon Athletica Inc. 0.07% 2,070 $792K Reduce -3.5%
CARR Carrier Global Corp. 0.07% 11,565 $789K Reduce -12.8%
A Agilent Technologies Inc. 0.07% 5,876 $789K New
FTNT Fortinet Inc. 0.07% 8,346 $789K Add +1.4%
NKE Nike Inc. Class B 0.07% 10,402 $787K Reduce -12.2%
JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F 0.07% 13,906 $784K No change
VLO Valero Energy Corp. 0.07% 6,335 $777K Reduce -1.5%
DX Dynex Capital Inc. 0.07% 60,993 $772K New
SPYG SS SPDR P S&P 500 Growth ETF 0.07% 8,761 $770K Add +48.1%
COP Conocophillips 0.07% 7,757 $769K Add +9.0%
FAS Dirx DLY Finacial B3X ETF-Ui 0.07% 5,073 $766K Add +0.4%
AFL Aflac Inc. 0.07% 7,344 $760K New
QLD Proshares Ultra QQQ 0.07% 7,000 $758K No change
PHM Pultegroup Inc. 0.07% 6,900 $751K Add +273.0%
KMI Kinder Morgan Inc. 0.06% 27,134 $743K Add +0.4%
XLE SS Energy Select Sector 0.06% 8,599 $737K Add +0.2%
AN Autonation Inc. 0.06% 4,268 $725K No change
KHC The Kraft Heinz Co. 0.06% 23,412 $719K Add +1.3%
CL Colgate-Palmolive Co. 0.06% 7,807 $710K Reduce -2.2%
ZS Zscaler Inc. 0.06% 3,934 $710K Reduce -1.9%
SYK Stryker Corp. 0.06% 1,950 $702K Reduce -0.3%
PWR Quanta Services Inc. 0.06% 2,220 $702K Add +3.4%
EPRT Essential Properties Realty 0.06% 21,943 $686K Reduce -1.6%
INTC Intel Corp. 0.06% 33,866 $679K Reduce -38.5%
MDY State Street SPDR S&P Midcap 0.06% 1,191 $678K No change
WEC WEC Energy Group Inc. 0.06% 7,194 $677K Add +0.2%
SOUN Soundhound AI Inc. Class A 0.06% 33,652 $668K Add +149.9%
USB US Bancorp 0.06% 13,956 $668K Reduce -3.3%
STLD Steel Dynamics Inc. 0.06% 5,847 $667K Reduce -0.3%
BXMT Blackstone Mortgage Tru Class A 0.06% 38,237 $666K Add +1.7%
ASML ASML Holding NV-NY Reg SHS 0.06% 957 $663K Add +12.7%
TOWN Towne Bank 0.06% 19,000 $647K No change
SLB SLB Ltd. filed as SCHLUMBERGER LTD 0.06% 16,868 $647K New
GTY Getty Realty Corp. 0.06% 21,404 $645K Reduce -1.4%
REG Regency Centers Corp. 0.06% 8,579 $634K New
AHR American Healthcare REIT Inc. 0.06% 22,278 $633K New
NOW ServiceNow Inc. 0.06% 596 $632K Add +3.8%
VGIT Vanguard Intermediate-Term T 0.05% 10,832 $628K New
AMAT Applied Materials Inc. 0.05% 3,862 $628K Reduce -26.3%
VIG Vanguard Dividend Apprec ETF 0.05% 3,150 $617K Add +1.4%
APP AppLovin Corp. Class A 0.05% 1,897 $614K New
NTAP Netapp Inc. 0.05% 5,200 $604K New
RHP Ryman Hospitality Properties 0.05% 5,754 $600K Reduce -7.1%
DVY iShares Select Dividend ETF 0.05% 4,553 $598K Reduce -11.9%
SHOP Shopify Inc. Class A 0.05% 5,583 $594K Reduce -1.3%
YUM Yum! Brands Inc. 0.05% 4,422 $593K Add +9.2%
GEV GE Vernova Inc. 0.05% 1,781 $586K No change
SCHW Schwab (charles) Corp. 0.05% 7,857 $581K No change
CODI Compass Diversified Holdings 0.05% 24,600 $568K Reduce -2.0%
BSX Boston Scientific Corp. 0.05% 6,290 $562K Reduce -18.3%
ENB Enbridge Inc. 0.05% 12,749 $541K Add +2.0%
VCSH Vanguard S/T Corp. Bond ETF 0.05% 6,909 $539K Reduce -1.4%
APLE Apple Hospitality REIT Inc. 0.05% 34,618 $531K Reduce -8.5%
GPN Global Payments Inc. 0.05% 4,701 $527K Reduce -6.0%
ELF Elf Beauty Inc. 0.05% 4,149 $521K Add +10.7%
CSX CSX Corp. 0.05% 16,142 $521K Reduce -48.8%
ZTS Zoetis Inc. 0.04% 3,175 $517K Reduce -0.2%
DOCS Doximity Inc. Class A 0.04% 9,628 $514K New
HOOD Robinhood Markets Inc. Class A 0.04% 13,750 $512K Add +11.7%
JBHT Hunt (jb) Transprt SVCS Inc. 0.04% 3,000 $512K Reduce -3.2%
GLD SPDR Gold Shares 0.04% 2,110 $511K Add +12.8%
SCHV Schwab US Large-Cap Value 0.04% 19,534 $509K Add +2.1%
AMGN Amgen Inc. 0.04% 1,934 $504K Add +5.5%
DOW Dow Inc. 0.04% 12,541 $503K Add +14.3%
DHI D.R. Horton Inc. 0.04% 3,598 $503K Reduce -47.5%
ETW Eaton Vance T/M GLBL Buy-WR 0.04% 59,431 $500K Add +0.1%
STNG Scorpio Tankers Inc. 0.04% 10,000 $497K No change
MAIN Main Street Capital Corp. 0.04% 8,477 $497K Add +0.3%
RIV Rivernorth Opportunities 0.04% 42,780 $492K Add +25.8%
UNP Union Pacific Corp. 0.04% 2,103 $480K Reduce -0.6%
PSX Phillips 66 0.04% 4,171 $475K Add +0.2%
LVS Las Vegas Sands Corp. 0.04% 9,100 $467K No change
MINT PIMCO Enhanced Short Maturit 0.04% 4,649 $467K Reduce -14.3%
TWLO Twilio Inc. Class A 0.04% 4,305 $465K No change
NSC Norfolk Southern Corp. 0.04% 1,982 $465K Reduce -1.8%
VRTX Vertex Pharmaceuticals Inc. 0.04% 1,138 $458K Add +2.6%
PCAR Paccar Inc. 0.04% 4,400 $458K No change
HBAN Huntington Bancshares Inc. 0.04% 27,848 $453K No change
APD Air Products & Chemicals Inc. 0.04% 1,561 $453K Add +2.6%
CNM Core & Main Inc. Class A 0.04% 8,838 $450K Add +9.3%
RTX RTX Corp. 0.04% 3,886 $450K Add +3.1%
PII Polaris Inc. 0.04% 7,774 $448K No change
XLV SS Health Care Select Sector 0.04% 3,247 $447K Add +6.7%
DGRO iShares Core Dividend Growth 0.04% 7,190 $441K Add +0.0%
WT Wisdomtree Inc. 0.04% 41,753 $438K Add +8.3%
TSM Taiwan Semiconductor-SP ADR 0.04% 2,156 $426K Add +1.8%
RSP Invesco S&P 500 Equal Weight 0.04% 2,400 $420K Add +0.2%
PMM Franklin Managed Municipal I 0.04% 70,170 $419K Add +2.2%
ORLY O'reilly Automotive Inc. 0.04% 350 $415K No change
MS Morgan Stanley 0.04% 3,299 $415K Reduce -57.1%
ESEA Euroseas Ltd. 0.04% 11,410 $413K Add +46.1%
IJT iShares S&P Small-Cap 600 GR 0.04% 3,040 $412K No change
BRO Brown & Brown Inc. 0.04% 4,005 $409K Add +8.8%
NLY Annaly Capital Management Inc. 0.04% 22,307 $408K Reduce -2.2%
SPYM Ste STR SPDR PT S&P 500 ETF 0.04% 5,920 $408K Add +39.7%
CPRT Copart Inc. 0.04% 7,109 $408K Add +4.5%
ZBH Zimmer Biomet Holdings Inc. 0.04% 3,850 $407K Add +0.7%
AMX America Movil Sab DE CV 0.04% 28,210 $404K No change
IJK iShares S&P Mid-Cap 400 Grow 0.04% 4,427 $403K No change
MTSI Macom Technology Solutions H 0.04% 3,093 $402K New
SGOV iShares 0-3 Month Treasury B 0.03% 3,950 $396K Add +46.3%
EBAY eBay Inc. 0.03% 6,277 $389K Reduce -12.5%
TY Tri-Continental Corp. 0.03% 12,209 $387K Add +8.8%
SMH Vaneck Semiconductor ETF 0.03% 1,584 $384K Reduce -3.6%
AVPT Avepoint Inc. 0.03% 22,844 $377K New
ED Consolidated Edison Inc. 0.03% 4,222 $377K New
CMCSA Comcast Corp. Class A 0.03% 10,016 $376K No change
MGK Vngrd Mrgstr MG CP GR ETF-Ui 0.03% 1,080 $371K No change
HALO Halozyme Therapeutics Inc. 0.03% 7,747 $370K Add +8.8%
UAL United Airlines Holdings Inc. 0.03% 3,800 $369K No change
VGT Vanguard Info Tech ETF 0.03% 591 $368K No change
DFS Discover Financial Services 0.03% 2,107 $365K Add +40.8%
ADM Archer-Daniels-Midland Co. 0.03% 7,210 $364K No change
LABU DRXN DLY S&P BT BL 3X ETF-Ui 0.03% 4,000 $360K No change
TMO Thermo Fisher Scientific Inc. 0.03% 686 $357K No change
NVO Novo-Nordisk A/S-Spons ADR 0.03% 4,027 $346K Add +16.1%
PFBC Preferred Bank/Los Angeles 0.03% 4,000 $346K No change
BP BP PLC-Spons ADR 0.03% 11,668 $345K Reduce -13.0%
NBIX Neurocrine Biosciences Inc. 0.03% 2,499 $341K Add +11.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.03% 4,400 $338K No change
PEG Public Service Enterprise GP 0.03% 3,995 $338K Reduce -19.3%
SCHA Schwab US Small-Cap ETF 0.03% 13,020 $337K Reduce -51.5%
XYL Xylem Inc. 0.03% 2,895 $336K Add +5.8%
TRGP Targa Resources Corp. 0.03% 1,875 $335K Add +0.3%
ARE Alexandria Real Estate Equit 0.03% 3,409 $333K Reduce -72.0%
CROX Crocs Inc. 0.03% 3,026 $331K Add +11.5%
KRG Kite Realty Group Trust 0.03% 13,110 $331K No change
VNQ Vanguard Real Estate ETF 0.03% 3,689 $329K Reduce -6.4%
PGX Invesco Preferred ETF 0.03% 28,433 $328K No change
NOC Northrop Grumman Corp. 0.03% 686 $322K Reduce -3.9%
OXFORD LANE CAP CORP 0.03% 62,400 $316K Add +0.2%
XSSPX Nuveen S&P 500 Dynam Overwr 0.03% 17,734 $315K Reduce -2.7%
DTE DTE Energy Company 0.03% 2,604 $314K No change
CTSH Cognizant Tech Solutions-A 0.03% 4,075 $313K No change
MMM 3M Co. 0.03% 2,427 $313K Reduce -7.6%
PBA Pembina Pipeline Corp. 0.03% 8,306 $307K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.03% 2,868 $306K No change
GGG Graco Inc. 0.03% 3,625 $306K No change
XLI SS Industrial Select Sector 0.03% 2,300 $303K No change
VB Vanguard Most SM-Cap ETF-Usd 0.03% 1,259 $303K Add +42.6%
LIN Linde PLC 0.03% 722 $302K Add +2.6%
KMB Kimberly-Clark Corp. 0.03% 2,293 $300K Reduce -21.1%
VYM Vanguard High DVD Yield ETF 0.03% 2,344 $299K No change
VRT Vertiv Holdings Co. Class A 0.03% 2,625 $298K New
BXSL Blackstone Secured Lending F 0.03% 9,150 $296K No change
TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC 0.03% 2,512 $295K Reduce -28.5%
USRT iShares Core US REIT ETF 0.03% 5,100 $292K No change
FCX Freeport-McMoran Inc. 0.03% 7,668 $292K Reduce -0.2%
BTI British American Tob-SP ADR 0.03% 8,024 $291K Add +14.2%
FL Foot Locker Inc. 0.03% 13,193 $287K No change
GEHC GE Healthcare Technology 0.02% 3,661 $286K Reduce -70.4%
XLRE SS Real Estate Select Sector 0.02% 7,034 $286K Add +0.1%
BABA Alibaba Group Holding-SP ADR 0.02% 3,350 $284K No change
ARM Arm Holdings PLC-ADR 0.02% 2,300 $284K No change
STZ Constellation Brands Inc. Class A 0.02% 1,275 $282K Add +1.6%
LTC LTC Properties Inc. filed as LTC PPTYS INC 0.02% 8,150 $282K Add +14.0%
IP International Paper Co. 0.02% 5,168 $278K No change
QYLD Global X Nasd 100 Cov Call 0.02% 15,246 $278K Reduce -1.0%
TTWO Take-Two Interactive Softwre 0.02% 1,479 $272K No change
FISV Fiserv Inc. 0.02% 1,325 $272K Reduce -4.2%
CCL Carnival Corp. 0.02% 10,866 $271K No change
CVS CVS Health Corp. 0.02% 6,007 $270K Reduce -9.1%
COKE Coca-Cola Consolidated Inc. 0.02% 213 $269K No change
JCI Johnson Controls Internation 0.02% 3,366 $266K Reduce -58.3%
SHEL Shell PLC-ADR 0.02% 4,157 $260K Reduce -1.5%
IAU iShares Gold Trust 0.02% 5,250 $260K No change
AGG iShares Core U.S. Aggregate 0.02% 2,680 $260K Reduce -0.2%
FTEC Fidelity MSCI Info Tech Indx 0.02% 1,400 $259K No change
STK Columbia Slgmn Prem Tech GR 0.02% 8,076 $258K Add +0.0%
WBA Walgreens Boots Alliance Inc. 0.02% 27,524 $257K Add +12.6%
TEAM Atlassian Corp. Class A 0.02% 1,050 $256K New
IYW iShares Ustechnology ETF 0.02% 1,600 $255K No change
NEAR iShares SH Dba ETF Usd Inc. 0.02% 5,000 $253K No change
EOI Eaton Vance Enhanced Eq Incm 0.02% 12,141 $252K Add +0.1%
EMR Emerson Electric Co. 0.02% 2,016 $250K No change
BLK BlackRock Inc. 0.02% 242 $248K New
AB Alliancebernstein Holding LP 0.02% 6,680 $248K Reduce -1.9%
HUM Humana Inc. 0.02% 956 $243K Add +0.6%
AGNC AGNC Investment Corp. 0.02% 26,173 $241K Reduce -73.3%
IJR iShares Core S&P Small-Cap E 0.02% 2,086 $240K Reduce -2.9%
KMX Carmax Inc. 0.02% 2,916 $238K No change
VBR Vngrd Mrngst SL-CP Val ETF-U 0.02% 1,182 $234K Reduce -22.8%
FDX FedEx Corp. 0.02% 825 $232K No change
TGT Target Corp. 0.02% 1,712 $231K Reduce -95.2%
GS Goldman Sachs Group Inc. 0.02% 404 $231K New
URA Global X Uranium ETF 0.02% 8,610 $231K No change
AZO AutoZone Inc. 0.02% 70 $224K No change
VTR Ventas Inc. 0.02% 3,760 $221K No change
BIZD Vaneck BDC Income ETF 0.02% 13,300 $221K No change
XLY SS Consumer Disc Select Sect 0.02% 985 $221K Reduce -11.7%
IWF iShares Russell 1000 Growth 0.02% 547 $220K No change
SPSM SS SPDR P S&P 600 Small Cap 0.02% 4,886 $219K Add +0.2%
SNOW Snowflake Inc. 0.02% 1,413 $218K New
VXF Vanguard Extended Market ETF 0.02% 1,147 $218K No change
ETB Eaton Vance T/M Buy-WRT Inc. 0.02% 14,474 $217K Add +0.1%
FBIN Fortune Brands Innovations I 0.02% 3,163 $216K No change
PIM Franklin Master Interm IT-Ui filed as PUTNAM MASTER INTER INCOME T 0.02% 66,272 $216K No change
XLF SS Financial Select Sector 0.02% 4,468 $216K Add +0.1%
CTRA Coterra Energy Inc. 0.02% 8,439 $216K New
QQQM Invesco Nasdaq 100 ETF 0.02% 1,024 $216K Add +0.6%
CASY Casey's General Stores Inc. 0.02% 540 $214K No change
XFRAX BlackRock Fltng RT Inc. Strat 0.02% 15,500 $213K Reduce -3.1%
OLED Universal Display Corp. 0.02% 1,450 $212K Add +11.5%
SNV Synovus Financial Corp. 0.02% 4,095 $210K New
AEE Ameren Corporation 0.02% 2,353 $210K No change
SVOL Simplify Volatility Premium 0.02% 10,000 $208K Add +6.4%
CPB The Campbell's Company 0.02% 4,924 $206K No change
ARES Ares Management Corp. Class A 0.02% 1,153 $204K New
PAYX Paychex Inc. 0.02% 1,452 $204K New
DIAX Nuveen Dow 30 Dynamic Overwr 0.02% 13,423 $202K Add +0.0%
VHT Vanguard Health Care ETF 0.02% 796 $202K No change
PRU Prudential Financial Inc. 0.02% 1,700 $202K Reduce -5.6%
BLE BlackRock Muni Inc. TR II 0.02% 18,465 $194K No change
ETJ Eaton Vance RSK-MGD Divers 0.02% 20,117 $187K Add +3.6%
XBXMX Nuveen S&P 500 Buy-WR Inc. 0.02% 13,198 $185K Add +12.3%
PPT Franklin Premir Inc. Trust-Ui 0.02% 51,176 $182K No change
SONO Sonos Inc. 0.02% 12,000 $180K No change
GAB Gabelli Equity Trust 0.02% 33,495 $180K No change
MMT Aberdeen Multimarket Income 0.02% 37,500 $176K No change
XBTAX BlackRock LNG-TRM Muni Adv 0.02% 18,000 $176K No change
AVXL Anavex Life Sciences Corp. 0.01% 15,750 $169K New
XAODX Abrdn Total Dynamic Dividend 0.01% 19,476 $164K No change
NAD Nuveen Quality Municipal Inc. 0.01% 13,178 $154K No change
BDJ BlackRock Enhanced Eqty DVD 0.01% 18,246 $151K Reduce -1.1%
MFIN Medallion Financial Corp. 0.01% 16,000 $150K No change
PHK PIMCO High Income Fund 0.01% 29,736 $145K No change
NZF Nuveen Municipal Credit Inc. 0.01% 11,784 $143K No change
HYI Western Asset High Yield Opp 0.01% 11,000 $130K No change
BKD Brookdale Senior Living Inc. 0.01% 25,000 $126K No change
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.01% 11,141 $126K No change
NUV Nuveen Municipal Value 0.01% 14,600 $125K Reduce -1.4%
PSEC Prospect Capital Corp. 0.01% 28,508 $123K Reduce -2.6%
PMO Franklin Muncipl Opps Tst-Ui 0.01% 12,000 $122K No change
JVA Coffee Holding Co. Inc. 0.01% 35,000 $120K New
CLM Cornerstone Strategic Invest 0.01% 13,830 $119K No change
RITM Rithm Capital Corp. 0.01% 10,780 $117K Reduce -46.1%
XEADX Allspring Income Opport 0.01% 16,366 $113K Add +0.7%
TSI TCW Strategic Income Fund 0.01% 23,000 $111K No change
ASG Liberty All-Star Growth FD 0.01% 19,545 $110K No change
SAN Banco Santander SA-Spon ADR 0.01% 22,862 $104K Add +2.2%
ERC Allspring Multi-Sector Inc. 0.01% 11,041 $101K New
VALE Vale SA-SP ADR 0.01% 10,510 $93K Add +1.0%
HRZN Horizon Technology Finance C 0.01% 10,205 $92K No change
VOD Vodafone Group PLC-SP ADR 0.01% 10,790 $92K Reduce -21.8%
ELP Companhia Paranaense DE Ener 0.01% 13,000 $77K No change
XJQCX Nuveen Credit Strategies Inc. 0.01% 12,650 $72K New
JMM Nuveen Multi-Market Income 0.01% 10,000 $61K No change
GGT Gabelli Multimedia Trust Inc. 0.00% 11,878 $53K Reduce -12.8%
GLO Clough Global Opportunities 0.00% 10,000 $51K No change
CXE MFS High Income Municipal TR 0.00% 13,000 $48K No change
DSX Diana Shipping Inc. 0.00% 21,574 $42K Add +43.1%
BIOAFFINITY TECHNOLOGIES INC 0.00% 46,304 $42K Add +131.5%
NG Novagold Resources Inc. 0.00% 10,511 $35K No change
DHY UBS Asset Management High Yi filed as CREDIT SUISSE HIGH YIELD BD 0.00% 15,000 $32K No change
BPPTU BP Prudhoe Bay Royalty Trust 0.00% 16,963 $9K No change

Options reported separately and not counted above: QQQ puts ($409K), CRWD puts ($342K), BA calls ($177K), TQQQ puts ($55K), CRWD calls ($34K).

Portfolio Sells Q3 2024 → Q4 2024
PPG PPG Industries Inc. Sold out 0.00% −0.53
TGT Target Corp. Reduce -95.2% 0.02% −0.46
HD Home Depot Inc. Reduce -28.9% 0.93% −0.44
KO The Coca-Cola Co. Reduce -50.7% 0.31% −0.42
JNJ Johnson & Johnson Reduce -58.0% 0.23% −0.39
AMD Advanced Micro Devices Reduce -18.5% 0.46% −0.31
LMT Lockheed Martin Corp. Reduce -14.2% 0.72% −0.30
ORCL Oracle Corp. Reduce -9.7% 1.57% −0.22
IRM Iron Mountain Inc. Reduce -4.8% 1.03% −0.20
PLD Prologis Inc. Reduce -1.1% 0.75% −0.16
CRUS Cirrus Logic Inc. Sold out 0.00% −0.15
CI The Cigna Group Reduce -0.3% 0.54% −0.14
ABBV Abbvie Inc. Reduce -0.4% 0.94% −0.12
ARE Alexandria Real Estate Equit Reduce -72.0% 0.03% −0.10
HUBB Hubbell Inc. Reduce -8.3% 0.78% −0.10
GD General Dynamics Corp. Reduce -0.4% 0.57% −0.09
MSFT Microsoft Corp. Reduce -0.9% 2.33% −0.09
ACT Enact Holdings Inc. Reduce -1.2% 0.61% −0.09
GEHC GE Healthcare Technology Reduce -70.4% 0.02% −0.08
AFLAC INC Sold out 0.00% −0.07
DHI D.R. Horton Inc. Reduce -47.5% 0.04% −0.07
MU Micron Technology Inc. Reduce -9.2% 0.19% −0.07
AGNC AGNC Investment Corp. Reduce -73.3% 0.02% −0.07
APH Amphenol Corp. Class A Sold out 0.00% −0.07
XOM Exxon Mobil Corp. Reduce -0.3% 0.67% −0.07
UPS United Parcel Service Class B Reduce -5.5% 0.42% −0.06
MET Metlife Inc. Sold out 0.00% −0.06
PH Parker Hannifin Corp. Reduce -6.6% 0.83% −0.06
BMY Bristol-Myers Squibb Co. Reduce -34.6% 0.14% −0.06
META Meta Platforms Inc. Class A Reduce -5.4% 1.35% −0.06
INTC Intel Corp. Reduce -38.5% 0.06% −0.05
FOUR SHIFT4 Payments Inc. Class A Sold out 0.00% −0.05
DELL Dell Technologies -C Reduce -3.3% 0.75% −0.05
PAG Penske Automotive Group Inc. Reduce -0.5% 0.65% −0.05
CSX CSX Corp. Reduce -48.8% 0.05% −0.05
ODFL Old Dominion Freight Line Reduce -15.3% 0.14% −0.05
ALL Allstate Corp. Reduce -23.1% 0.16% −0.05
AMT American Tower Corp. Reduce -9.8% 0.09% −0.04
AMAT Applied Materials Inc. Reduce -26.3% 0.05% −0.04
PFE Pfizer Inc. Reduce -10.5% 0.15% −0.04
CBRE CBRE Group Inc. Class A Sold out 0.00% −0.03
O Realty Income Corp. Reduce -3.8% 0.14% −0.03
MS Morgan Stanley Reduce -57.1% 0.04% −0.03
EXP Eagle Materials Inc. Reduce -0.6% 0.19% −0.03
JCI Johnson Controls Internation Reduce -58.3% 0.02% −0.03
SCHA Schwab US Small-Cap ETF Reduce -51.5% 0.03% −0.03
SMCI Super Micro Computer Inc. Sold out 0.00% −0.03
DKNG Draftkings Inc. Class A Sold out 0.00% −0.03
PG The Procter & Gamble Co. Reduce -0.2% 0.70% −0.03
PFF iShares Preferred & Income S Reduce -11.8% 0.14% −0.03

Portfolio Buys Q3 2024 → Q4 2024
IBM Intl Business Machines Corp. Add +319.1% 1.28% +0.97
BKR Baker Hughes Co. New 0.68% +0.68
CSCO Cisco Systems Inc. Add +68.0% 0.79% +0.36
TSLA Tesla Inc. Add +1.5% 0.89% +0.32
CAT Caterpillar Inc. Add +128.0% 0.52% +0.27
SPY SS SPDR S&P 500 ETF Trust-US Add +17.2% 1.14% +0.18
FIX Comfort Systems USA Inc. New 0.17% +0.17
NFLX Netflix Inc. Add +0.4% 0.73% +0.15
QQQ Invesco QQQ Trust Series 1 Add +7.0% 1.45% +0.15
WFC Wells Fargo & Co. Add +56.8% 0.21% +0.10
DGX Quest Diagnostics Inc. New 0.09% +0.09
NTNX Nutanix Inc. Class A New 0.07% +0.07
A Agilent Technologies Inc. New 0.07% +0.07
DX Dynex Capital Inc. New 0.07% +0.07
AFL Aflac Inc. New 0.07% +0.07
AXON Axon Enterprise Inc. Add +0.4% 0.18% +0.06
LRCX Lam Research Corp. Add +104.1% 0.13% +0.06
SLB SLB Ltd. New 0.06% +0.06
REG Regency Centers Corp. New 0.06% +0.06
AHR American Healthcare REIT Inc. New 0.06% +0.06
VGIT Vanguard Intermediate-Term T New 0.05% +0.05
APP AppLovin Corp. Class A New 0.05% +0.05
SOUN Soundhound AI Inc. Class A Add +149.9% 0.06% +0.05
NTAP Netapp Inc. New 0.05% +0.05
PLTR Palantir Technologies Inc. Class A Add +2.0% 0.10% +0.05
DOCS Doximity Inc. Class A New 0.04% +0.04
IVV iShares Core S&P 500 ETF Add +125.7% 0.08% +0.04
PHM Pultegroup Inc. Add +273.0% 0.07% +0.04
HON Honeywell International Inc. Add +2.7% 0.41% +0.04
ABT Abbott Laboratories Add +68.2% 0.10% +0.04
GMED Globus Medical Inc. Class A Add +0.2% 0.28% +0.04
MTSI Macom Technology Solutions H New 0.04% +0.04
BIL SS SPDR BB 1-3M T-Bill ETF Add +53.4% 0.10% +0.03
AVPT Avepoint Inc. New 0.03% +0.03
ED Consolidated Edison Inc. New 0.03% +0.03
ET Energy Transfer LP Add +0.9% 0.18% +0.03
XLK SS Technology Select Sector Add +13.7% 0.21% +0.03
CME Cme Group Inc. Add +0.4% 0.60% +0.03
TSCO Tractor Supply Company Add +25.1% 0.23% +0.03
VRT Vertiv Holdings Co. Class A New 0.03% +0.03
SPYG SS SPDR P S&P 500 Growth ETF Add +48.1% 0.07% +0.02
EXLS Exlservice Holdings Inc. Add +0.0% 0.18% +0.02
CRWD CrowdStrike Holdings Inc. Class A Add +3.2% 0.12% +0.02
TEAM Atlassian Corp. Class A New 0.02% +0.02
CDNS Cadence Design SYS Inc. Add +1.3% 0.21% +0.02
BLK BlackRock Inc. New 0.02% +0.02
GS Goldman Sachs Group Inc. New 0.02% +0.02
HOOD Robinhood Markets Inc. Class A Add +11.7% 0.04% +0.02
SNOW Snowflake Inc. New 0.02% +0.02
CTRA Coterra Energy Inc. New 0.02% +0.02

Options Activity Q3 2024 → Q4 2024
STATE STR SPDR S&P 500 ETF T put Sold out 1,000 $574Kbefore exit
INVESCO QQQ TR put Sold out 1,000 $488Kbefore exit
QQQ Invesco QQQ Trust Series 1 put New 800 $409K
CRWD CrowdStrike Holdings Inc. Class A put New 1,000 $342K
TESLA INC call Sold out 1,000 $262Kbefore exit
META PLATFORMS INC call Sold out 400 $229Kbefore exit
ISHARES TR put Sold out 1,000 $221Kbefore exit
BA The Boeing Co. call New 1,000 $177K
TQQQ Proshares Ultrapro QQQ put New 700 $55K
CRWD CrowdStrike Holdings Inc. Class A call New 100 $34K

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

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q1 2025 450$1.1BAAPL, NVDA, LLY, MSFT, AMZN
Q4 2024 446$1.1BAAPL, NVDA, MSFT, LLY, AMZN
Q3 2024 450$1.1BAAPL, NVDA, LLY, MSFT, ORCL
Q2 2024 447$1.1BAAPL, NVDA, LLY, MSFT, AMZN
Q1 2024 498$1.3BNVDA, AAPL, LLY, MSFT, AMZN