Snowden Capital Advisors LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 13, 2026), Snowden Capital Advisors LLC reported 1,328 stock positions worth $4.2 billion. Its top holding was Apple (AAPL) at 4.4% of the portfolio, followed by Nvidia (NVDA, 3.6%) and Microsoft (MSFT, 2.1%). Compared with Q1 2026, it opened 125 new positions, sold out of 73, added to 523 and reduced 604. The biggest buy was a new position in Lazard Intl Dynamic Eqy ETF (IDEQ) and the biggest sale Ste STR SPDR PT DW Eu ETF (SPDW, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001903055
- Portfolio Value
- $4.2B (Q2 2026)
- SEC Filing
- 0001172661-26-003380 ↗ filed Aug 13, 2026
Holdings Value
Holdings 1,328 stocks · $4.2B
| AAPL Apple Inc. | 4.41% | 642,631 | $186.0M | Reduce -0.2% |
| NVDA Nvidia Corp. | 3.57% | 751,667 | $150.4M | Reduce -6.6% |
| MSFT Microsoft Corp. | 2.07% | 234,075 | $87.3M | Add +1.3% |
| AMZN Amazon.com Inc. | 2.05% | 361,988 | $86.3M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 1.82% | 102,340 | $76.6M | Add +7.3% |
| AVGO Broadcom Inc. | 1.59% | 177,005 | $66.9M | Add +2.1% |
| GOOG Alphabet Inc. Class C | 1.58% | 188,844 | $66.7M | Reduce -4.2% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.48% | 708,888 | $62.3M | Reduce -0.9% |
| JPM JPMorgan Chase & Co. | 1.33% | 171,403 | $56.1M | Reduce -3.8% |
| TSM Taiwan Semiconductor-SP ADR | 1.30% | 114,859 | $55.0M | Reduce -2.8% |
| VONG Vanguard Russell 1000 Growth | 1.27% | 417,425 | $53.4M | Reduce -5.2% |
| TSLA Tesla Inc. | 1.11% | 110,877 | $46.6M | Reduce -17.6% |
| GOOGL Alphabet Inc. Class A | 1.07% | 126,333 | $45.1M | Add +0.6% |
| BND Vanguard Total Bond Market | 1.02% | 586,671 | $43.1M | Add +0.9% |
| QQQ Invesco QQQ Trust Series 1 | 0.98% | 56,110 | $41.3M | Reduce -1.8% |
| META Meta Platforms Inc. Class A | 0.91% | 67,776 | $38.2M | Reduce -4.6% |
| AMD Advanced Micro Devices | 0.80% | 57,726 | $33.5M | Reduce -9.1% |
| WMT Walmart Inc. | 0.78% | 289,445 | $32.8M | Add +0.0% |
| LLY Eli Lilly & Co. | 0.77% | 27,065 | $32.5M | Add +0.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.73% | 40,982 | $30.6M | Reduce -3.9% |
| ABBV Abbvie Inc. | 0.72% | 120,256 | $30.3M | Add +1.8% |
| V Visa Inc. Class A | 0.71% | 87,154 | $29.9M | Add +6.1% |
| GS Goldman Sachs Group Inc. | 0.66% | 27,556 | $27.9M | Reduce -6.4% |
| JNJ Johnson & Johnson | 0.66% | 109,396 | $27.8M | Add +15.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.65% | 54,486 | $27.3M | Add +0.1% |
| SPHQ Invesco S&P 500 Quality ETF | 0.64% | 299,044 | $26.9M | Add +5.5% |
| VIG Vanguard Dividend Apprec ETF | 0.62% | 110,601 | $26.2M | Add +8.0% |
| COST Costco Wholesale Corp. | 0.62% | 27,920 | $26.1M | Reduce -1.6% |
| PLTR Palantir Technologies Inc. Class A | 0.60% | 218,496 | $25.5M | Reduce -1.8% |
| PVAL Putnam Focused LRG Cap Value | 0.52% | 430,692 | $21.9M | Add +23.0% |
| IDEQ Lazard Intl Dynamic Eqy ETF | 0.52% | 624,788 | $21.9M | New |
| UNH Unitedhealth Group Inc. | 0.52% | 52,494 | $21.8M | Reduce -40.5% |
| MU Micron Technology Inc. | 0.49% | 17,920 | $20.7M | Reduce -18.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.48% | 234,933 | $20.2M | Add +10.4% |
| XOM Exxon Mobil Corp. | 0.47% | 145,017 | $19.8M | Reduce -6.0% |
| VGT Vanguard Info Tech ETF | 0.47% | 165,024 | $19.7M | Add +9.3% |
| PANW Palo Alto Networks Inc. | 0.47% | 57,531 | $19.6M | Reduce -2.9% |
| IVW iShares S&P 500 Growth ETF | 0.46% | 140,953 | $19.4M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.45% | 145,291 | $18.8M | Add +7.5% |
| GLD SPDR Gold Shares | 0.44% | 50,899 | $18.8M | Add +0.1% |
| VOO Vanguard S&P 500 ETF | 0.41% | 24,904 | $17.1M | Add +1.2% |
| IVE iShares S&P 500 Value ETF | 0.39% | 72,293 | $16.4M | Reduce -3.6% |
| ETN Eaton Corp. PLC | 0.39% | 38,507 | $16.4M | Reduce -3.0% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.39% | 241,077 | $16.4M | Reduce -11.3% |
| GRID First TRST Nasd Class Edg Sgiif | 0.38% | 83,910 | $16.1M | Add +3.4% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.36% | 166,409 | $15.1M | Reduce -11.6% |
| EMXC iShares MSCI Emr MRK Ex Chna | 0.36% | 147,022 | $15.0M | Add +6.7% |
| QCOM Qualcomm Inc. | 0.36% | 81,264 | $15.0M | Add +25.4% |
| VEA Vanguard Ftse Developed ETF | 0.35% | 206,300 | $14.7M | Reduce -4.9% |
| ORCL Oracle Corp. | 0.34% | 98,929 | $14.5M | Reduce -0.1% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 0.34% | 7,205 | $14.3M | Add +1.2% |
| AMGN Amgen Inc. | 0.34% | 39,480 | $14.3M | Reduce -21.8% |
| SPGI S&P Global Inc. | 0.34% | 34,751 | $14.2M | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.33% | 158,439 | $13.9M | Add +47.6% |
| IWF iShares Russell 1000 Growth | 0.33% | 111,495 | $13.8M | Add +9.3% |
| CSCO Cisco Systems Inc. | 0.33% | 116,687 | $13.7M | Reduce -4.1% |
| SMH Vaneck Semiconductor ETF | 0.32% | 20,351 | $13.3M | Reduce -22.8% |
| SCHW Schwab (charles) Corp. | 0.32% | 144,587 | $13.3M | Reduce -2.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.31% | 59,895 | $13.1M | Add +4.0% |
| IBDT iShares Ibonds Dec 2028 ETF | 0.31% | 509,515 | $12.9M | Add +0.8% |
| HD Home Depot Inc. | 0.30% | 35,953 | $12.7M | Reduce -2.5% |
| PEP Pepsico Inc. | 0.30% | 92,475 | $12.5M | Add +3.0% |
| IWD iShares Russell 1000 Value E | 0.29% | 50,573 | $12.3M | Add +5.4% |
| EVTR Eaton Vance Total Return | 0.29% | 241,592 | $12.3M | Add +7.4% |
| VRT Vertiv Holdings Co. Class A | 0.29% | 36,274 | $12.1M | Add +10.7% |
| XLK SS Technology Select Sector | 0.28% | 61,128 | $11.6M | Reduce -2.2% |
| MO Altria Group Inc. | 0.28% | 161,691 | $11.6M | Add +2.4% |
| QUAL iShares MSCI USA Quality Fac | 0.27% | 52,603 | $11.5M | Add +22.3% |
| MA Mastercard Inc. Class A | 0.27% | 22,434 | $11.5M | Reduce -3.7% |
| CVX Chevron Corp. | 0.27% | 68,660 | $11.4M | Reduce -5.3% |
| FTQI First Trust Nasdaq Buywrite | 0.26% | 499,200 | $11.0M | Add +3.2% |
| CAT Caterpillar Inc. | 0.26% | 10,350 | $11.0M | Add +8.2% |
| EFV iShares MSCI Eafe Value ETF | 0.26% | 142,116 | $10.9M | Reduce -2.7% |
| KORP American Century Diversified | 0.26% | 231,529 | $10.8M | Add +4.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.26% | 111,754 | $10.8M | Add +2.1% |
| GLW Corning Inc. | 0.25% | 41,397 | $10.6M | Add +227.1% |
| PG The Procter & Gamble Co. | 0.25% | 71,901 | $10.5M | Reduce -21.5% |
| NFLX Netflix Inc. | 0.24% | 140,987 | $10.1M | Reduce -0.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.23% | 453,691 | $9.9M | Add +3.1% |
| IJH iShares Core S&P Midcap ETF | 0.23% | 127,563 | $9.8M | Reduce -1.3% |
| FTHI Fthi/First Trust Exchange-TR | 0.23% | 409,600 | $9.8M | Add +3.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.23% | 100,285 | $9.7M | Reduce -0.1% |
| PNC PNC Financial Services Group | 0.23% | 38,803 | $9.6M | Add +19.4% |
| AMAT Applied Materials Inc. | 0.23% | 13,205 | $9.5M | Add +3.1% |
| RTX RTX Corp. | 0.22% | 49,724 | $9.4M | Reduce -0.1% |
| IEMG iShares Core MSCI Emerging | 0.22% | 113,766 | $9.4M | Reduce -42.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as STATE STR SPDR DOW JONES IND | 0.22% | 17,874 | $9.3M | Reduce -3.1% |
| UPS United Parcel Service Class B | 0.22% | 86,709 | $9.3M | Reduce -0.6% |
| RDVI FT Vest Rising Dividend Achi | 0.22% | 316,399 | $9.3M | Reduce -0.0% |
| OEF iShares S&P 100 ETF | 0.22% | 25,291 | $9.3M | Reduce -16.4% |
| FTEC Fidelity MSCI Info Tech Indx | 0.21% | 31,737 | $9.1M | Reduce -0.9% |
| MTUM iShares MSCI USA Momentum Fa | 0.21% | 26,356 | $9.0M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.21% | 31,617 | $8.9M | Reduce -14.2% |
| IBTK iShares Ibonds Dec 2030 Trea | 0.21% | 454,129 | $8.9M | Add +1.1% |
| STX Seagate Technology Holdings | 0.21% | 9,174 | $8.9M | Add +0.4% |
| ADP Automatic Data Processing | 0.21% | 39,048 | $8.8M | Add +4.5% |
| STUB Stubhub Holdings Inc. Class A | 0.21% | 683,657 | $8.8M | New |
| XSMO Invesco S&P Smallcap Momentu | 0.21% | 92,868 | $8.7M | Add +0.3% |
| BLK BlackRock Inc. | 0.21% | 8,999 | $8.7M | Reduce -5.9% |
| MCD McDonald's Corp. | 0.20% | 31,882 | $8.6M | Reduce -1.8% |
Other holdings (5): bonds, preferreds, convertibles and warrants · $15.6M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 245,954 | $6.0M | Add +0.4% |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 232,437 | $5.6M | Reduce -4.7% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 1,962 | $2.5M | Reduce -0.2% |
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | 31,236 | $1.6M | New |
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | 15,359 | $229 | Add +11.9% |
Total filed on the 13F, all lines: $4.2B.
Portfolio Sells Q1 2026 → Q2 2026
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -79.8% | 0.11% | −0.45 |
| PLTR Palantir Technologies Inc. Class A | Reduce -1.8% | 0.60% | −0.26 |
| XOM Exxon Mobil Corp. | Reduce -6.0% | 0.47% | −0.23 |
| TSLA Tesla Inc. | Reduce -17.6% | 1.11% | −0.23 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -93.6% | 0.01% | −0.18 |
| META Meta Platforms Inc. Class A | Reduce -4.6% | 0.91% | −0.18 |
| NVDA Nvidia Corp. | Reduce -6.6% | 3.57% | −0.18 |
| IEMG iShares Core MSCI Emerging | Reduce -42.8% | 0.22% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -1.6% | 0.62% | −0.14 |
| AMGN Amgen Inc. | Reduce -21.8% | 0.34% | −0.13 |
| CVX Chevron Corp. | Reduce -5.3% | 0.27% | −0.13 |
| NFLX Netflix Inc. | Reduce -0.5% | 0.24% | −0.12 |
| UNH Unitedhealth Group Inc. | Reduce -40.5% | 0.52% | −0.12 |
| MDT Medtronic PLC | Reduce -46.4% | 0.08% | −0.11 |
| TGT Target Corp. | Reduce -67.8% | 0.05% | −0.11 |
| PG The Procter & Gamble Co. | Reduce -21.5% | 0.25% | −0.10 |
| SLV iShares Silver Trust | Reduce -41.5% | 0.07% | −0.10 |
| UL Unilever PLC-Sponsored ADR | Reduce -77.0% | 0.02% | −0.09 |
| INDA iShares MSCI India ETF | Sold out | 0.00% | −0.08 |
| INTU Intuit Inc. | Reduce -71.6% | 0.01% | −0.07 |
| MDLZ Mondelez International Inc. Class A | Reduce -65.1% | 0.03% | −0.07 |
| T AT&T Inc. | Reduce -28.6% | 0.06% | −0.07 |
| VST Vistra Corp. | Reduce -76.0% | 0.02% | −0.07 |
| JPM JPMorgan Chase & Co. | Reduce -3.8% | 1.33% | −0.07 |
| SPGI S&P Global Inc. | Reduce -1.6% | 0.34% | −0.07 |
| MCD McDonald's Corp. | Reduce -1.8% | 0.20% | −0.06 |
| ITA iShares U.S. Aerospace & Def | Reduce -37.9% | 0.09% | −0.06 |
| XLF SS Financial Select Sector | Reduce -19.7% | 0.19% | −0.06 |
| BINC iShares Flex I A ETF-Usd Inc. | Reduce -16.8% | 0.16% | −0.06 |
| SCHW Schwab (charles) Corp. | Reduce -2.0% | 0.32% | −0.05 |
| FENY Fidelity MSCI Energy Index | Reduce -66.0% | 0.02% | −0.05 |
| NOC Northrop Grumman Corp. | Reduce -7.3% | 0.08% | −0.05 |
| NLR Vaneck Urani & Nuclr ETF-Usd | Reduce -42.6% | 0.04% | −0.05 |
| ORCL Oracle Corp. | Reduce -0.1% | 0.34% | −0.04 |
| SHLD Global X Defense Tech ETF | Reduce -84.0% | 0.01% | −0.04 |
| BLK BlackRock Inc. | Reduce -5.9% | 0.21% | −0.04 |
| JEPI JPMorgan Equity Premium Inco | Reduce -7.4% | 0.18% | −0.04 |
| SHOP Shopify Inc. Class A | Reduce -32.7% | 0.05% | −0.04 |
| NDAQ Nasdaq Inc. | Reduce -4.6% | 0.15% | −0.04 |
| SPTM SS SPDR P S&P 1500 Comp ETF | Reduce -11.6% | 0.36% | −0.04 |
| VZ Verizon Communications Inc. | Reduce -4.8% | 0.10% | −0.04 |
| OEF iShares S&P 100 ETF | Reduce -16.4% | 0.22% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 0.27% | −0.04 |
| TJX TJX Companies Inc. | Reduce -6.5% | 0.14% | −0.04 |
| IJR iShares Core S&P Small-Cap E | Reduce -24.1% | 0.14% | −0.03 |
| ISRG Intuitive Surgical Inc. | Reduce -13.7% | 0.07% | −0.03 |
| BALT Inn Defined Wealth Shield | Sold out | 0.00% | −0.03 |
| IVE iShares S&P 500 Value ETF | Reduce -3.6% | 0.39% | −0.03 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Reduce -11.3% | 0.39% | −0.03 |
| RTX RTX Corp. | Reduce -0.1% | 0.22% | −0.03 |
Portfolio Buys Q1 2026 → Q2 2026
| IDEQ Lazard Intl Dynamic Eqy ETF | New | 0.52% | +0.52 |
| STUB Stubhub Holdings Inc. Class A | New | 0.21% | +0.21 |
| GLW Corning Inc. | Add +227.1% | 0.25% | +0.20 |
| AUSF Global X Adaptive US Factor | New | 0.16% | +0.16 |
| IVV iShares Core S&P 500 ETF | Add +7.3% | 1.82% | +0.16 |
| AVGO Broadcom Inc. | Add +2.1% | 1.59% | +0.15 |
| QCOM Qualcomm Inc. | Add +25.4% | 0.36% | +0.13 |
| VGT Vanguard Info Tech ETF | Add +9.3% | 0.47% | +0.12 |
| STX Seagate Technology Holdings | Add +0.4% | 0.21% | +0.11 |
| AMAT Applied Materials Inc. | Add +3.1% | 0.23% | +0.11 |
| EFG iShares MSCI Eafe Growth ETF | Add +277.9% | 0.15% | +0.11 |
| GOOGL Alphabet Inc. Class A | Add +0.6% | 1.07% | +0.11 |
| LLY Eli Lilly & Co. | Add +0.1% | 0.77% | +0.11 |
| BG Bunge Global SA | Add +1840.3% | 0.10% | +0.09 |
| AZN Astrazeneca PLC | Add +125.2% | 0.19% | +0.09 |
| GEV GE Vernova Inc. | Add +62.8% | 0.19% | +0.09 |
| AGX Argan Inc. | Add +51.2% | 0.18% | +0.09 |
| ASML ASML Holding NV-NY Reg SHS | Add +1.2% | 0.34% | +0.09 |
| BLCR iShares LRG CP CR Act ETF-Ui | New | 0.09% | +0.09 |
| INTC Intel Corp. | Add +6.1% | 0.13% | +0.09 |
| PVAL Putnam Focused LRG Cap Value | Add +23.0% | 0.52% | +0.09 |
| CIBR First Trust Nasdaq Cybersecu | Add +71.6% | 0.16% | +0.08 |
| SPCX Space Exploration Techn Class A | New | 0.08% | +0.08 |
| BE Bloom Energy Corp. Class A | Add +122.2% | 0.11% | +0.08 |
| CAT Caterpillar Inc. | Add +8.2% | 0.26% | +0.08 |
| IDEF Ishars Def Ind TC Ac ETF-Ui | New | 0.08% | +0.08 |
| TXN Texas Instruments Inc. | Add +50.7% | 0.15% | +0.08 |
| KLAC KLA Corp. | Add +19.6% | 0.14% | +0.08 |
| SPHQ Invesco S&P 500 Quality ETF | Add +5.5% | 0.64% | +0.07 |
| VRT Vertiv Holdings Co. Class A | Add +10.7% | 0.29% | +0.07 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +6.7% | 0.36% | +0.07 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +10.4% | 0.48% | +0.07 |
| APH Amphenol Corp. Class A | Add +51.6% | 0.14% | +0.06 |
| NEE Nextera Energy Inc. | Add +47.6% | 0.33% | +0.06 |
| IONQ Ionq Inc. | Add +225.2% | 0.07% | +0.06 |
| RKLB Rocket Lab Corp. | Add +518.0% | 0.06% | +0.06 |
| AMZN Amazon.com Inc. | Add +1.0% | 2.05% | +0.05 |
| QUAL iShares MSCI USA Quality Fac | Add +22.3% | 0.27% | +0.05 |
| PBQQ Pgim Ladr NSDQ-100 BF 12 ETF | New | 0.05% | +0.05 |
| V Visa Inc. Class A | Add +6.1% | 0.71% | +0.05 |
| PNC PNC Financial Services Group | Add +19.4% | 0.23% | +0.05 |
| XAR SS SPDR S&P Aerospace Def | Add +50.2% | 0.14% | +0.05 |
| JNJ Johnson & Johnson | Add +15.9% | 0.66% | +0.04 |
| DRAM Roundhill Memory ETF | New | 0.04% | +0.04 |
| NXPI NXP Semiconductors NV | Add +6.2% | 0.16% | +0.04 |
| QTEC First Trust Nasdq 100 Tech I | Add +3.3% | 0.13% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +9.3% | 0.33% | +0.04 |
| IVW iShares S&P 500 Growth ETF | Add +0.7% | 0.46% | +0.04 |
| SPMO Invesco S&P 500 Momentum ETF | Add +254.0% | 0.04% | +0.03 |
| CAIE Calamos Autocallable Inc. ETF | Add +132.1% | 0.06% | +0.03 |
Notes & Other Activity Q1 2026 → Q2 2026
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +0.4% | 245,954 | $6.0M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Reduce -4.7% | 232,437 | $5.6M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -0.2% | 1,962 | $2.5M |
| ALPHABET INC (GOOGL 6.25 05/15/29 A) | DEP SHS RP1/20 A | New | 31,236 | $1.6M |
| COHEN & STEERS QUALITY-R | RIGHT 07/15/2026 | Add +11.9% | 15,359 | $229 |
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 | 1,328 | $4.2B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q1 2026 | 1,274 | $3.7B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q4 2025 | 1,259 | $3.9B | AAPL, NVDA, MSFT, AMZN, GOOG |
| Q3 2025 | 1,231 | $3.6B | NVDA, AAPL, MSFT, AMZN, SPYM |
| Q2 2025 | 1,197 | $3.4B | NVDA, AAPL, MSFT, AMZN, SPYM |
| Q1 2025 | 1,190 | $3.1B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q4 2024 | 1,185 | $3.2B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q3 2024 | 1,209 | $3.3B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q2 2024 | 1,179 | $3.3B | AAPL, NVDA, MSFT, AMZN, IVV |
| Q1 2024 | 1,162 | $3.2B | AAPL, MSFT, NVDA, IVV, AMZN |