Sigma Planning Corp
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), Sigma Planning Corp reported 1,298 stock positions worth $3.6 billion. Its top holding was iShares Core S&P 500 ETF (IVV) at 5.4% of the portfolio, followed by Apple (AAPL, 4.3%) and Nvidia (NVDA, 3.1%). Compared with Q4 2025, it opened 126 new positions, sold out of 115, added to 583 and reduced 565. The biggest buy was a new position in iShares MSCI USA Quality Gar (GARP) and the biggest sale Invesco QQQ Trust Series 1 (QQQ, shares −14%).
- Most Recent 13F
- Q2 2026
- Location
- ANN ARBOR, MI
- CIK
- 0001449126
- Portfolio Value
- $3.6B (Q1 2026)
- SEC Filing
- 0001420506-26-000793 ↗ filed May 4, 2026
Holdings Value
Holdings 1,298 stocks · $3.6B
| IVV iShares Core S&P 500 ETF | 5.42% | 298,651 | $195.1M | Add +1.7% |
| AAPL Apple Inc. | 4.32% | 611,864 | $155.3M | Reduce -1.6% |
| NVDA Nvidia Corp. | 3.10% | 639,702 | $111.6M | Reduce -2.5% |
| AMZN Amazon.com Inc. | 2.02% | 349,269 | $72.7M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 1.69% | 105,629 | $61.0M | Reduce -13.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.55% | 86,031 | $56.0M | Reduce -2.1% |
| DGRO iShares Core Dividend Growth | 1.41% | 721,369 | $50.6M | Reduce -1.3% |
| MSFT Microsoft Corp. | 1.39% | 135,061 | $50.0M | Add +0.0% |
| IVW iShares S&P 500 Growth ETF | 1.36% | 432,346 | $48.9M | Reduce -0.4% |
| VOO Vanguard S&P 500 ETF | 1.33% | 80,249 | $48.0M | Reduce -0.5% |
| GOOG Alphabet Inc. Class C | 1.10% | 137,435 | $39.4M | Reduce -1.3% |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | 1.03% | 341,308 | $37.2M | Add +2.5% |
| SCHG Schwab US Large-Cap Growth | 0.76% | 943,430 | $27.5M | Reduce -3.5% |
| SCHD Schwab US DVD Equity ETF | 0.74% | 869,867 | $26.7M | Add +4.4% |
| SHY iShares 1-3 Year Treasury Bo | 0.70% | 303,288 | $25.0M | Add +3.0% |
| AVGO Broadcom Inc. | 0.67% | 77,373 | $23.9M | Add +1.9% |
| IJH iShares Core S&P Midcap ETF | 0.66% | 353,362 | $23.9M | Reduce -2.5% |
| IVE iShares S&P 500 Value ETF | 0.63% | 107,919 | $22.8M | Add +1.8% |
| GOOGL Alphabet Inc. Class A | 0.63% | 78,891 | $22.7M | Reduce -0.4% |
| META Meta Platforms Inc. Class A | 0.63% | 39,379 | $22.5M | Reduce -2.4% |
| IJR iShares Core S&P Small-Cap E | 0.60% | 174,257 | $21.7M | Reduce -10.0% |
| GLD SPDR Gold Shares | 0.56% | 46,617 | $20.1M | Reduce -21.0% |
| IAU iShares Gold Trust | 0.55% | 225,847 | $19.9M | Add +2.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.53% | 39,833 | $19.1M | Reduce -10.6% |
| AGG iShares Core U.S. Aggregate | 0.52% | 187,719 | $18.6M | Add +10.4% |
| VTI VG Morningstar TS MKT ETF-US | 0.51% | 57,145 | $18.3M | Add +31.9% |
| RDVY First Trust Rising Dividend | 0.49% | 259,052 | $17.7M | Add +3.2% |
| CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE | 0.49% | 411,828 | $17.5M | Add +46.6% |
| LLY Eli Lilly & Co. | 0.47% | 18,320 | $16.9M | Add +7.4% |
| JPM JPMorgan Chase & Co. | 0.45% | 54,533 | $16.0M | Reduce -4.5% |
| CAT Caterpillar Inc. | 0.44% | 22,456 | $15.9M | Reduce -9.5% |
| FLOT iShares Floating Rate Bond E | 0.44% | 308,804 | $15.7M | Add +2.9% |
| CVX Chevron Corp. | 0.44% | 75,995 | $15.7M | Reduce -5.7% |
| TSLA Tesla Inc. | 0.43% | 42,041 | $15.6M | Reduce -13.3% |
| IDV iShares International Select | 0.43% | 364,752 | $15.5M | Reduce -5.7% |
| COST Costco Wholesale Corp. | 0.41% | 14,838 | $14.8M | Reduce -6.7% |
| COWZ Pacer US Cash Cows 100 ETF | 0.41% | 236,308 | $14.8M | Reduce -5.7% |
| USMV iShares MSCI USA Min Vol Fac | 0.40% | 156,526 | $14.5M | Add +4.0% |
| WMT Walmart Inc. | 0.40% | 116,180 | $14.4M | Add +3.6% |
| XOM Exxon Mobil Corp. | 0.40% | 84,822 | $14.4M | Reduce -1.6% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.39% | 72,215 | $14.2M | Add +3.0% |
| JNJ Johnson & Johnson | 0.38% | 56,291 | $13.8M | Reduce -1.2% |
| SCHX Schwab US Large-Cap ETF | 0.37% | 522,948 | $13.4M | Reduce -2.0% |
| PLTR Palantir Technologies Inc. Class A | 0.36% | 88,975 | $13.0M | Reduce -15.7% |
| XLK SS Technology Select Sector | 0.36% | 97,010 | $12.9M | Reduce -12.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.35% | 239,111 | $12.6M | Add +3.8% |
| IEFA iShares Core MSCI Eafe ETF | 0.35% | 138,820 | $12.6M | Add +9.5% |
| ABBV Abbvie Inc. | 0.34% | 56,826 | $12.4M | Reduce -4.2% |
| SDVY First Trust Smid Cap Rising | 0.33% | 300,698 | $11.9M | Add +3.1% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.33% | 349,728 | $11.8M | Reduce -6.0% |
| VEA Vanguard Ftse Developed ETF | 0.33% | 184,230 | $11.8M | Add +1.5% |
| HD Home Depot Inc. | 0.33% | 35,629 | $11.7M | Reduce -0.7% |
| RSP Invesco S&P 500 Equal Weight | 0.32% | 59,204 | $11.4M | Add +6.1% |
| SLV iShares Silver Trust | 0.30% | 160,771 | $11.0M | Reduce -26.9% |
| IGIB iShares 5-10Y Inv Grade Corp. | 0.30% | 201,494 | $10.7M | Reduce -38.3% |
| MU Micron Technology Inc. | 0.30% | 31,613 | $10.7M | Reduce -13.7% |
| BIV Vanguard Intermediate-Term B | 0.30% | 138,331 | $10.7M | Add +5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.30% | 49,479 | $10.6M | Add +14.5% |
| IEMG iShares Core MSCI Emerging | 0.29% | 150,782 | $10.5M | Add +9.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 42,677 | $10.3M | Reduce -4.3% |
| IUSV iShares Core S&P U.S. Value | 0.29% | 100,840 | $10.3M | Reduce -7.3% |
| NEE Nextera Energy Inc. | 0.29% | 110,611 | $10.3M | Reduce -5.6% |
| IMCG iShares Morningstar Mid-Cap | 0.28% | 129,887 | $10.2M | Add +1.6% |
| V Visa Inc. Class A | 0.28% | 33,126 | $10.0M | Add +2.0% |
| USIG iShares Broad Usd Investment | 0.28% | 194,886 | $10.0M | Add +3.1% |
| VZ Verizon Communications Inc. | 0.27% | 191,693 | $9.6M | Reduce -0.9% |
| MUB iShares National Muni Bond E | 0.27% | 90,555 | $9.6M | Reduce -0.2% |
| QUAL iShares MSCI USA Quality Fac | 0.26% | 48,816 | $9.4M | Reduce -6.1% |
| SMH Vaneck Semiconductor ETF | 0.26% | 24,404 | $9.4M | Add +10.3% |
| TSM Taiwan Semiconductor-SP ADR | 0.26% | 27,452 | $9.3M | Add +18.6% |
| WM Waste Management Inc. | 0.25% | 39,817 | $9.1M | Reduce -4.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 34,252 | $9.0M | Add +45.9% |
| XLU St Sr Utl SL SE SPDR ETF-Usd | 0.24% | 188,952 | $8.7M | Add +8.9% |
| VCSH Vanguard S/T Corp. Bond ETF | 0.24% | 106,796 | $8.5M | Add +6.6% |
| PG The Procter & Gamble Co. | 0.23% | 57,629 | $8.3M | Add +3.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.23% | 28,775 | $8.3M | Add +5.8% |
| XLE SS Energy Select Sector | 0.23% | 134,822 | $8.3M | Add +13.4% |
| GARP iShares MSCI USA Quality Gar | 0.23% | 129,075 | $8.3M | New |
| JEPI JPMorgan Equity Premium Inco | 0.23% | 144,283 | $8.2M | Reduce -4.9% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 18,656 | $8.1M | Add +6.1% |
| IXC iShares Global Energy ETF | 0.22% | 140,467 | $8.1M | Reduce -4.7% |
| AMD Advanced Micro Devices | 0.22% | 39,657 | $8.1M | Reduce -9.7% |
| SPIB SS SPDR P Int C Corp. ETF | 0.22% | 236,638 | $7.9M | Add +13.9% |
| SECT Main Sector Rotation ETF | 0.22% | 131,205 | $7.9M | Add +5.1% |
| XLV SS Health Care Select Sector | 0.22% | 53,850 | $7.9M | Add +2.2% |
| XHLF Bondbloxx BBG 6 MTH US Treas | 0.22% | 156,840 | $7.9M | Add +0.7% |
| VGT Vanguard Info Tech ETF | 0.22% | 11,188 | $7.8M | Reduce -1.1% |
| FBND Fidelity Total Bond ETF | 0.22% | 170,652 | $7.8M | Add +2.6% |
| BALT Inn Defined Wealth Shield | 0.22% | 232,629 | $7.8M | Reduce -12.3% |
| HDV iShares Core High Dividend E | 0.22% | 57,188 | $7.8M | Add +0.7% |
| PSFF Pacer Swan Sos Fund of Funds | 0.21% | 238,294 | $7.6M | Add +0.8% |
| DTE DTE Energy Company | 0.21% | 52,188 | $7.6M | Reduce -1.8% |
| IJT iShares S&P Small-Cap 600 GR | 0.21% | 51,879 | $7.5M | Add +5.8% |
| GS Goldman Sachs Group Inc. | 0.21% | 8,763 | $7.4M | Reduce -0.2% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.21% | 18,970 | $7.4M | Reduce -1.7% |
| XLF SS Financial Select Sector | 0.20% | 147,503 | $7.3M | Reduce -22.6% |
| IOO iShares Global 100 ETF | 0.20% | 60,002 | $7.3M | Reduce -12.6% |
| USHY iShares Broad Usd High Yield | 0.20% | 195,873 | $7.2M | Add +1.8% |
| FCUS Pinnacle Focused Opport ETF | 0.20% | 195,441 | $7.0M | Reduce -4.9% |
| NFLX Netflix Inc. | 0.20% | 72,998 | $7.0M | Reduce -8.2% |
Options reported separately and not counted above: PLTR puts ($333K), NVDA puts ($229K), NVDA calls ($214K), CNC calls ($108K), F calls ($92K), XRX puts ($9K), NWL puts ($3K).
Other holdings (4): bonds, preferreds, convertibles and warrants · $679K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| ENERGY TRANSFER LP (ET 9.25 PERP I) | 9.250% FXD PFD I | 35,123 | $406K | New |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | 11,220 | $270K | New |
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | 27,445 | $2K | Add +51.0% |
| GABELLI EQUITY TRUST-RT | RIGHT 04/14/2026 | 13,050 | $91 | No change |
Total filed on the 13F, all lines: $3.6B.
Portfolio Sells Q4 2025 → Q1 2026
| QQQ Invesco QQQ Trust Series 1 | Reduce -13.6% | 1.69% | −0.38 |
| AAPL Apple Inc. | Reduce -1.6% | 4.32% | −0.36 |
| NVDA Nvidia Corp. | Reduce -2.5% | 3.10% | −0.28 |
| AMZN Amazon.com Inc. | Reduce -0.7% | 2.02% | −0.22 |
| IGIB iShares 5-10Y Inv Grade Corp. | Reduce -38.3% | 0.30% | −0.19 |
| TSLA Tesla Inc. | Reduce -13.3% | 0.43% | −0.17 |
| PLTR Palantir Technologies Inc. Class A | Reduce -15.7% | 0.36% | −0.16 |
| BNDX Vanguard Total Intl Bond ETF | Reduce -54.0% | 0.11% | −0.13 |
| IVW iShares S&P 500 Growth ETF | Reduce -0.4% | 1.36% | −0.12 |
| GJAN FT Vest US Equity Moderate B | Sold out | 0.00% | −0.12 |
| FOCT FT Vest U.S. Equity Buffer E | Sold out | 0.00% | −0.11 |
| GOOG Alphabet Inc. Class C | Reduce -1.3% | 1.10% | −0.11 |
| META Meta Platforms Inc. Class A | Reduce -2.4% | 0.63% | −0.11 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.1% | 1.55% | −0.10 |
| SCHG Schwab US Large-Cap Growth | Reduce -3.5% | 0.76% | −0.09 |
| PLTM Graniteshares Platinum Trust | Reduce -83.6% | 0.02% | −0.09 |
| SLV iShares Silver Trust | Reduce -26.9% | 0.30% | −0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -10.6% | 0.53% | −0.09 |
| XLF SS Financial Select Sector | Reduce -22.6% | 0.20% | −0.09 |
| CRM Salesforce Inc. | Reduce -26.8% | 0.09% | −0.09 |
| GLD SPDR Gold Shares | Reduce -21.0% | 0.56% | −0.08 |
| CIBR First Trust Nasdaq Cybersecu | Reduce -28.5% | 0.13% | −0.08 |
| IBM Intl Business Machines Corp. | Reduce -4.3% | 0.29% | −0.08 |
| XLK SS Technology Select Sector | Reduce -12.4% | 0.36% | −0.08 |
| APP AppLovin Corp. Class A | Reduce -59.0% | 0.02% | −0.07 |
| JQUA JPMorgan US Quality Factor | Reduce -57.4% | 0.05% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -4.5% | 0.45% | −0.07 |
| KNG FT Vest S&P 500 DVD Arst TRG | Reduce -61.6% | 0.04% | −0.06 |
| VOO Vanguard S&P 500 ETF | Reduce -0.5% | 1.33% | −0.06 |
| ETF SER SOLUTIONS | Sold out | 0.00% | −0.06 |
| GOOGL Alphabet Inc. Class A | Reduce -0.4% | 0.63% | −0.06 |
| SHOP Shopify Inc. Class A | Reduce -24.8% | 0.07% | −0.05 |
| FXO First Trust Financial Alphad | Reduce -77.8% | 0.01% | −0.05 |
| ORCL Oracle Corp. | Reduce -8.2% | 0.12% | −0.05 |
| AFLG First Trust Active Factor La | Reduce -37.2% | 0.08% | −0.05 |
| COF Capital One Financial Corp. | Reduce -17.8% | 0.07% | −0.05 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Sold out | 0.00% | −0.05 |
| TCHP T Rowe Price Blue Chip Growt | Reduce -59.7% | 0.03% | −0.05 |
| FSK FS KKR Capital Corp. | Reduce -40.5% | 0.03% | −0.04 |
| IOCT Innovator Int Dev Power Buff | Sold out | 0.00% | −0.04 |
| FXU First Trust Utilities Alphad | Reduce -46.5% | 0.06% | −0.04 |
| CSCO Cisco Systems Inc. | Reduce -30.3% | 0.10% | −0.04 |
| TTWO Take-Two Interactive Softwre | Sold out | 0.00% | −0.04 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -1.7% | 0.21% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -10.0% | 0.60% | −0.04 |
| AMD Advanced Micro Devices | Reduce -9.7% | 0.22% | −0.04 |
| MNST Monster Beverage Corp. | Reduce -84.4% | 0.01% | −0.04 |
| AEM Agnico Eagle Mines Ltd. | Reduce -56.6% | 0.04% | −0.04 |
| IOO iShares Global 100 ETF | Reduce -12.6% | 0.20% | −0.04 |
| SPGP Invesco S&P 500 Garp ETF | Sold out | 0.00% | −0.04 |
Portfolio Buys Q4 2025 → Q1 2026
| GARP iShares MSCI USA Quality Gar | New | 0.23% | +0.23 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.17% | +0.17 |
| CGDV Cap Group Dividend Value | Add +46.6% | 0.49% | +0.15 |
| ILCV iShares Morningstar Value Et | New | 0.14% | +0.14 |
| BOND PIMCO Active Bond Exchange-T | Add +1055.4% | 0.15% | +0.13 |
| IDEQ Lazard Intl Dynamic Eqy ETF | New | 0.13% | +0.13 |
| CGGO Cap Group Global Growth | Add +847.8% | 0.14% | +0.13 |
| SCHD Schwab US DVD Equity ETF | Add +4.4% | 0.74% | +0.12 |
| VTI VG Morningstar TS MKT ETF-US | Add +31.9% | 0.51% | +0.11 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.10% | +0.10 |
| SNTH MRP Synthequity ETF | New | 0.09% | +0.09 |
| BE Bloom Energy Corp. Class A | New | 0.09% | +0.09 |
| LENS Sarmaya Thematic ETF | New | 0.09% | +0.09 |
| XLE SS Energy Select Sector | Add +13.4% | 0.23% | +0.08 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +45.9% | 0.25% | +0.08 |
| GEV GE Vernova Inc. | Add +25.5% | 0.18% | +0.07 |
| RSBA Retrn Stckd BD & MRGR Ar ETF | Add +966.4% | 0.07% | +0.06 |
| TSM Taiwan Semiconductor-SP ADR | Add +18.6% | 0.26% | +0.06 |
| IAU iShares Gold Trust | Add +2.1% | 0.55% | +0.06 |
| WMT Walmart Inc. | Add +3.6% | 0.40% | +0.06 |
| FTSM First Trust Enh Short Mat FD | Add +46.7% | 0.17% | +0.05 |
| CGMM Cap Group Small and Mid Cap | Add +123.4% | 0.10% | +0.05 |
| PVAL Putnam Focused LRG Cap Value | Add +50.9% | 0.15% | +0.05 |
| FSLY Fastly Inc. Class A | New | 0.05% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +65.5% | 0.13% | +0.05 |
| FCX Freeport-McMoran Inc. | Add +74.8% | 0.10% | +0.05 |
| CAG Conagra Brands Inc. | New | 0.05% | +0.05 |
| AGG iShares Core U.S. Aggregate | Add +10.4% | 0.52% | +0.05 |
| CBOE Cboe Global Markets Inc. | New | 0.05% | +0.05 |
| TDW Tidewater Inc. | New | 0.05% | +0.05 |
| AIRR First Trust Rba American Ind | Add +19.0% | 0.18% | +0.05 |
| GRID First TRST Nasd Class Edg Sgiif | Add +64.4% | 0.10% | +0.04 |
| HL Hecla Mining Co. | Add +395.4% | 0.06% | +0.04 |
| SCCO Southern Copper Corp. | Add +383.2% | 0.05% | +0.04 |
| AMAT Applied Materials Inc. | Add +11.3% | 0.13% | +0.04 |
| CRCL Circle Internet Group Inc. | New | 0.04% | +0.04 |
| ATI Ati Inc. | New | 0.04% | +0.04 |
| LYB Lyondellbasell Indu Class A | Add +150.0% | 0.05% | +0.04 |
| IDEV iShares Core MSCI Dev MKTS | Add +63.9% | 0.10% | +0.04 |
| HPQ HP Inc. | New | 0.04% | +0.04 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +38.0% | 0.12% | +0.04 |
| RIO Rio Tinto PLC-Spon ADR | Add +538.0% | 0.04% | +0.04 |
| DYNB Hartford Dynamic Bond ETF | New | 0.04% | +0.04 |
| IEMG iShares Core MSCI Emerging | Add +9.5% | 0.29% | +0.04 |
| ASML ASML Holding NV-NY Reg SHS | Add +19.2% | 0.11% | +0.04 |
| IEFA iShares Core MSCI Eafe ETF | Add +9.5% | 0.35% | +0.04 |
| LST Leuthold Sel Ind | Add +42.5% | 0.12% | +0.04 |
| BND Vanguard Total Bond Market | Add +56.8% | 0.10% | +0.04 |
| WPM Wheaton Precious Metals Corp. | New | 0.03% | +0.03 |
| ROST Ross Stores Inc. | New | 0.03% | +0.03 |
Options Activity Q4 2025 → Q1 2026
| PLTR Palantir Technologies Inc. Class A | put | New | 10,800 | $333K |
| NVDA Nvidia Corp. | put | New | 10,400 | $229K |
| NVDA Nvidia Corp. | call | Add +211.1% | 11,200 | $214K |
| F Ford Motor Co. | call | Reduce -1.2% | 40,500 | $92K |
| SPY SS SPDR S&P 500 ETF Trust-US | put | Sold out | 24,600 | $89Kbefore exit |
| XRX Xerox Holdings Corp. | put | Reduce -26.5% | 52,700 | $9K |
| UBER Uber Technologies Inc. | call | Sold out | 21,000 | $4Kbefore exit |
| AI C3.AI Inc. Class A | call | Sold out | 20,000 | $3Kbefore exit |
| NWL Newell Brands Inc. | put | Reduce -18.7% | 31,800 | $3K |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q4 2025 → Q1 2026
| ENERGY TRANSFER LP (ET 9.25 PERP I) | 9.250% FXD PFD I | New | 35,123 | $406K |
| RLJ LODGING TRUST (RLJ 1.95 PERP A) | CUM CONV PFD A | New | 11,220 | $270K |
| XRXDW Xerox Holdings Corp. | *W EXP 02/11/202 | Add +51.0% | 27,445 | $2K |
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 | 1,391 | $4.0B | IVV, AAPL, NVDA, QQQ, AMZN |
| Q1 2026 | 1,298 | $3.6B | IVV, AAPL, NVDA, AMZN, QQQ |
| Q4 2025 | 1,287 | $3.6B | IVV, AAPL, NVDA, AMZN, QQQ |
| Q3 2025 | 1,281 | $3.5B | IVV, AAPL, NVDA, AMZN, QQQ |
| Q2 2025 | 1,236 | $3.3B | IVV, AAPL, NVDA, AMZN, QQQ |
| Q1 2025 | 1,189 | $3.1B | IVV, AAPL, NVDA, AMZN, QQQ |
| Q4 2024 | 1,156 | $3.2B | IVV, AAPL, NVDA, AMZN, QQQ |
| Q3 2024 | 1,203 | $3.3B | IVV, AAPL, NVDA, QQQ, MSFT |
| Q2 2024 | 1,176 | $3.2B | IVV, AAPL, NVDA, QQQ, MSFT |
| Q1 2024 | 1,212 | $3.2B | IVV, AAPL, QQQ, MSFT, AMZN |