Sterling Capital Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Sterling Capital Management LLC reported 3,220 stock positions worth $7.3 billion. Its top holding was Microsoft (MSFT) at 4.3% of the portfolio, followed by Vanguard S&P 500 ETF (VOO, 2.5%) and Nvidia (NVDA, 2.4%). Compared with Q3 2024, it opened 44 new positions, sold out of 64, added to 2,170 and reduced 512. The biggest buy was Everest (EG, shares +11756%) and the biggest sale Aflac (AFL, shares −71%).

Most Recent 13F
Q2 2026
Location
CHARLOTTE, NC
CIK
0001329883
Portfolio Value
$7.3B (Q4 2024)
SEC Filing
0001398344-25-002700 ↗ filed Feb 13, 2025

Holdings Value

0$2.0B$4.0B$6.0B$8.0B Q3 2024: $7.7B Q3 2024 Q4 2024: $7.3B $7.3B Q4 2024 Q1 2025: $6.4B Q1 2025 Q2 2025: $7.0B Q2 2025 Q3 2025: $6.8B Q3 2025 Q4 2025: $6.1B Q4 2025 Q1 2026: $5.3B Q1 2026 Q2 2026: $5.9B Q2 2026

Holdings 3,220 stocks · $7.3B
MSFT Microsoft Corp. 4.27% 737,664 $310.9M Reduce -3.8%
VOO Vanguard S&P 500 ETF 2.51% 338,793 $182.5M Add +0.1%
NVDA Nvidia Corp. 2.44% 1,323,728 $177.8M Add +9.1%
SCHW Schwab (charles) Corp. 2.29% 2,255,886 $167.0M Add +0.7%
AAPL Apple Inc. 2.25% 653,896 $163.7M Add +4.3%
UNH Unitedhealth Group Inc. 2.20% 316,261 $160.0M Reduce -13.0%
RJF Raymond James Financial Inc. 1.96% 919,797 $142.9M Reduce -15.0%
AMZN Amazon.com Inc. 1.94% 643,604 $141.2M Add +0.4%
AMP Ameriprise Financial Inc. 1.80% 245,792 $130.9M Reduce -25.4%
ADP Automatic Data Processing 1.71% 425,286 $124.5M Reduce -25.5%
ADI Analog Devices Inc. 1.68% 575,979 $122.4M Reduce -10.6%
ELV Elevance Health Inc. 1.60% 316,789 $116.9M Add +6.0%
HD Home Depot Inc. 1.58% 296,719 $115.4M Reduce -23.4%
PEP Pepsico Inc. 1.54% 739,534 $112.5M Reduce -11.5%
EG Everest Group Ltd. 1.39% 278,616 $101.0M Add +11756.0%
AVY Avery Dennison Corp. 1.38% 536,527 $100.4M Reduce -10.4%
MO Altria Group Inc. 1.35% 1,879,964 $98.3M Reduce -14.4%
HSY The Hershey Co. 1.34% 576,438 $97.6M Reduce -34.1%
MCHP Microchip Technology Inc. 1.33% 1,686,950 $96.7M Add +13.3%
CTRA Coterra Energy Inc. 1.28% 3,661,696 $93.5M Add +5744.3%
ABBV Abbvie Inc. 1.15% 471,113 $83.7M Reduce -35.0%
BAH Booz Allen Hamilton Holdings 1.08% 610,821 $78.6M Reduce -9.8%
VLO Valero Energy Corp. 1.04% 617,084 $75.6M Reduce -1.9%
GOOG Alphabet Inc. Class C 1.03% 395,449 $75.3M Reduce -2.4%
FERG Ferguson Enterprises Inc. 1.03% 432,910 $75.1M Reduce -19.3%
CUBE Cubesmart 0.99% 1,690,982 $72.5M Reduce -22.7%
MRSH Marsh & McLennan Cos 0.98% 336,161 $71.4M Reduce -9.8%
META Meta Platforms Inc. Class A 0.92% 114,192 $66.9M Add +3.2%
NDAQ Nasdaq Inc. 0.87% 821,127 $63.5M Reduce -58.7%
MET Metlife Inc. 0.84% 746,232 $61.1M Reduce -28.8%
V Visa Inc. Class A 0.83% 191,659 $60.6M Reduce -4.4%
TSLA Tesla Inc. 0.83% 149,548 $60.4M Add +4.6%
GOOGL Alphabet Inc. Class A 0.82% 316,782 $60.0M Add +3.0%
ROK Rockwell Automation Inc. 0.78% 199,952 $57.1M Add +964.4%
BDX Becton Dickinson and Co. 0.77% 245,615 $55.7M Add +6236.8%
CVX Chevron Corp. 0.75% 374,821 $54.3M Add +3711.9%
GS Goldman Sachs Group Inc. 0.74% 94,062 $53.9M Reduce -10.4%
ABT Abbott Laboratories 0.74% 474,809 $53.7M Reduce -10.0%
GPN Global Payments Inc. 0.73% 474,179 $53.1M Reduce -13.8%
ORCL Oracle Corp. 0.71% 312,336 $52.0M Reduce -7.1%
TEVA Teva Pharmaceutical-SP ADR 0.63% 2,071,853 $45.7M Reduce -10.3%
AVGO Broadcom Inc. 0.62% 193,888 $45.0M Add +7.1%
MRVL Marvell Technology Inc. 0.59% 391,965 $43.3M Reduce -22.8%
MRK Merck & Co. Inc. 0.56% 413,579 $41.1M Reduce -5.2%
TTWO Take-Two Interactive Softwre 0.53% 208,314 $38.3M Reduce -23.7%
LLY Eli Lilly & Co. 0.49% 46,267 $35.7M Add +2.5%
COHR Coherent Corp. 0.48% 372,076 $35.2M Reduce -9.7%
IEMG iShares Core MSCI Emerging 0.47% 657,837 $34.4M Add +90.6%
OKE Oneok Inc. 0.46% 337,231 $33.9M Reduce -6.1%
AFL Aflac Inc. 0.46% 325,950 $33.7M Reduce -70.6%
IWY iShares Russell Top 200 Grow 0.43% 134,065 $31.5M Reduce -0.4%
CACI Caci International Inc. Class A 0.41% 74,708 $30.2M Add +256.0%
IDEV iShares Core MSCI Dev MKTS 0.39% 444,391 $28.6M Reduce -3.9%
AKAM Akamai Technologies Inc. 0.37% 285,474 $27.3M Add +3.2%
INTU Intuit Inc. 0.35% 40,628 $25.5M Reduce -7.7%
CBRE CBRE Group Inc. Class A 0.34% 186,799 $24.5M Reduce -28.4%
CRH CRH PLC 0.33% 261,616 $24.2M Add +4.5%
NFLX Netflix Inc. 0.33% 26,735 $23.8M Add +2.6%
COST Costco Wholesale Corp. 0.30% 24,236 $22.2M Add +2.0%
DXCM Dexcom Inc. 0.28% 266,632 $20.7M Reduce -6.5%
TMUS T-Mobile US Inc. 0.27% 90,646 $20.0M Reduce -23.9%
DHR Danaher Corp. 0.27% 85,469 $19.6M Reduce -11.4%
IWX iShares Russell Top 200 Valu 0.27% 247,004 $19.5M Add +1.9%
SPGI S&P Global Inc. 0.26% 38,728 $19.3M Reduce -12.4%
BRO Brown & Brown Inc. 0.25% 179,634 $18.3M Reduce -8.9%
MA Mastercard Inc. Class A 0.25% 34,743 $18.3M Add +5.7%
ACN Accenture PLC Class A 0.24% 50,348 $17.7M Reduce -12.3%
BN Brookfield Corp. 0.24% 308,239 $17.7M Add +3360.6%
JPM JPMorgan Chase & Co. 0.24% 73,257 $17.6M Reduce -12.5%
HCA HCA Healthcare Inc. 0.23% 56,291 $16.9M Reduce -11.8%
FFIV F5 Inc. 0.23% 66,304 $16.7M Reduce -8.6%
APO Apollo Global Management Inc. 0.22% 94,895 $15.7M Reduce -7.9%
CRM Salesforce Inc. 0.21% 45,457 $15.2M Add +1.9%
LIN Linde PLC 0.21% 36,052 $15.1M Add +770.8%
AXON Axon Enterprise Inc. 0.19% 22,748 $13.5M Reduce -13.9%
IWS iShares Russell Mid-Cap Valu 0.18% 104,136 $13.5M Reduce -12.1%
HLT Hilton Worldwide Holdings Inc. 0.18% 53,781 $13.3M Reduce -24.8%
PLTR Palantir Technologies Inc. Class A 0.18% 168,913 $12.8M Reduce -25.2%
IWP iShares Russell Mid-Cap Grow 0.17% 98,960 $12.5M Reduce -11.7%
NOW ServiceNow Inc. 0.16% 11,063 $11.7M Reduce -0.1%
NI Nisource Inc. 0.16% 316,930 $11.7M Reduce -44.0%
PTC PTC Inc. 0.16% 62,339 $11.5M Add +1.3%
QCOM Qualcomm Inc. 0.16% 74,593 $11.5M Add +8.3%
IRRRF iShares Core MSCI World 0.16% 104,945 $11.4M Reduce -7.4%
TEAM Atlassian Corp. Class A 0.15% 44,908 $10.9M Add +4.6%
HUBS HubSpot Inc. 0.15% 15,405 $10.7M Add +0.3%
CTVA Corteva Inc. 0.15% 187,887 $10.7M Reduce -34.3%
AMT American Tower Corp. 0.15% 57,968 $10.6M Reduce -3.2%
VRT Vertiv Holdings Co. Class A 0.15% 93,563 $10.6M Add +11.6%
IWD iShares Russell 1000 Value E 0.14% 56,923 $10.5M New
NXPI NXP Semiconductors NV 0.14% 50,110 $10.4M Reduce -10.6%
LPX Louisiana-Pacific Corp. 0.14% 98,834 $10.2M Add +1.1%
CASY Casey's General Stores Inc. 0.14% 25,536 $10.1M Reduce -0.8%
URI United Rentals Inc. 0.14% 14,360 $10.1M Add +5.3%
TDG Transdigm Group Inc. 0.14% 7,956 $10.1M Add +4.6%
KO The Coca-Cola Co. 0.14% 160,878 $10.0M Add +2.5%
WTFC Wintrust Financial Corp. 0.14% 79,686 $9.9M Add +2.6%
HUM Humana Inc. 0.14% 39,020 $9.9M Reduce -9.6%
DLR Digital Realty Trust Inc. 0.13% 55,135 $9.8M Add +14.3%
CR Crane Co. 0.13% 64,384 $9.8M Reduce -2.6%

Show all 3,220 holdings

Other holdings (24): bonds, preferreds, convertibles and warrants · $14.6M (not counted above)
SecurityClassShares / PrincipalValueChange
WESCO INTERNATIONAL INC (WCC V10.625 PERP A) COM 187,000$4.8MReduce -0.8%
BANK OF AMERICA CORP (BAC 6 PERP GG) PFD 29,000$731KNo change
MORGAN STANLEY (MS 4.875 PERP L) PFD 30,845$646KNo change
ATHENE HOLDING LTD (ATH 5.625 PERP B) COM 31,120$639KReduce -41.6%
PUBLIC STORAGE (PSA 4.75 PERP K) PFD 31,475$636KReduce -30.3%
AEGON FUNDING CO LLC (AEGON 5.1 12/15/49) PFD 31,260$634KReduce -36.9%
BERKLEY (WR) CORPORATION (WRB 5.1 12/30/59) Common Stock 30,760$629KReduce -24.8%
BROOKFIELD OAKTREE HLDGS (OAK 6.625 PERP A) PFD 28,310$618KReduce -46.2%
ALLSTATE CORP (ALL 5.1 PERP H) PFD 28,120$615KNo change
CHARLES SCHWAB CORP (SCHW 4.45 PERP J) PFD 30,850$601KNo change
KKR GROUP FIN CO IX LLC (KKR 4.625 04/01/61) PFD 31,940$581KReduce -33.0%
CARLYLE FINANCE LLC (CG 4.625 05/15/61) PFD 32,560$579KNo change
DUKE ENERGY CORP (DUK 5.625 09/15/78) PFD 23,100$546KNo change
FEDERAL REALTY INVS TRST (FRT 5 PERP C) PFD 24,220$521KReduce -48.2%
GLOBE LIFE INC (GL 4.25 06/15/61) Common Stock 32,180$505KNo change
AMERICAN FINANCIAL GROUP (AFG 5.125 12/15/59) PFD 23,500$470KReduce -8.2%
BANK OF HAWAII CORP (BOH 4.375 PERP A) PFD 23,975$387KNo change
ATHENE HOLDING LTD (ATH V6.375 PERP C) PFD 15,000$375KAdd +200.0%
AFFILIATED MANAGERS GROU (AMG 6.75 03/30/64) PFD 3,200$79KNo change
SIGNATURE BANK NEW YORK (SBNY 5 PERP a) PFD 800$4KNo change
BANK OF AMERICA CORP (BAC 6.45 12/15/66 K*) Common Stock 100$3KNo change
DNMWQ Danimer Scientific Inc.-29 WT 796$29No change
FIRST REPUBLIC BANK (FRCB 4.7 PERP J) PFD 31,295$13Reduce -41.8%
WELLS FARGO & COMPANY (WFC V0 PERP DEPs) PFD 25$8No change

Total filed on the 13F, all lines: $7.3B.

Portfolio Sells Q3 2024 → Q4 2024
AFL Aflac Inc. Reduce -70.6% 0.46% −1.14
NDAQ Nasdaq Inc. Reduce -58.7% 0.87% −1.01
HSY The Hershey Co. Reduce -34.1% 1.34% −0.83
ABBV Abbvie Inc. Reduce -35.0% 1.15% −0.71
JNJ Johnson & Johnson Reduce -84.8% 0.11% −0.67
UNH Unitedhealth Group Inc. Reduce -13.0% 2.20% −0.56
CUBE Cubesmart Reduce -22.7% 0.99% −0.53
HD Home Depot Inc. Reduce -23.4% 1.58% −0.45
BAH Booz Allen Hamilton Holdings Reduce -9.8% 1.08% −0.35
FERG Ferguson Enterprises Inc. Reduce -19.3% 1.03% −0.35
ADP Automatic Data Processing Reduce -25.5% 1.71% −0.34
AVY Avery Dennison Corp. Reduce -10.4% 1.38% −0.34
IQV Iqvia Holdings Inc. Reduce -91.2% 0.03% −0.32
PEP Pepsico Inc. Reduce -11.5% 1.54% −0.30
CCK Crown Holdings Inc. Reduce -75.0% 0.09% −0.29
MET Metlife Inc. Reduce -28.8% 0.84% −0.28
ADI Analog Devices Inc. Reduce -10.6% 1.68% −0.24
NKE Nike Inc. Class B Reduce -76.6% 0.06% −0.22
AMP Ameriprise Financial Inc. Reduce -25.4% 1.80% −0.21
TGT Target Corp. Reduce -60.8% 0.08% −0.14
MHK Mohawk Industries Inc. Reduce -48.5% 0.09% −0.13
GL Globe Life Inc. Reduce -54.7% 0.13% −0.13
SLM SLM Corp. Reduce -61.8% 0.10% −0.11
MO Altria Group Inc. Reduce -14.4% 1.35% −0.10
HCA HCA Healthcare Inc. Reduce -11.8% 0.23% −0.10
RDN Radian Group Inc. Reduce -49.5% 0.10% −0.10
MRSH Marsh & McLennan Cos Reduce -9.8% 0.98% −0.10
EEFT Euronet Worldwide Inc. Reduce -50.3% 0.11% −0.09
EFOR Everforth Inc. Reduce -51.1% 0.08% −0.09
NI Nisource Inc. Reduce -44.0% 0.16% −0.09
AL Sumisho Air Lease Corp. Reduce -58.0% 0.08% −0.09
ARW Arrow Electronics Inc. Reduce -46.0% 0.09% −0.09
DFS Discover Financial Services Reduce -77.2% 0.04% −0.09
ROST Ross Stores Inc. Reduce -74.0% 0.03% −0.09
CBRE CBRE Group Inc. Class A Reduce -28.4% 0.34% −0.08
MTB M & T Bank Corp. Reduce -60.1% 0.07% −0.08
PPLI People Inc. Reduce -96.3% 0.00% −0.08
SSNC Ss&c Technologies Holdings Reduce -46.5% 0.11% −0.08
GNTX Gentex Corp. Reduce -44.4% 0.11% −0.08
DHR Danaher Corp. Reduce -11.4% 0.27% −0.08
MRK Merck & Co. Inc. Reduce -5.2% 0.56% −0.08
MDB Mongodb Inc. Reduce -70.0% 0.03% −0.07
CNC Centene Corp. Reduce -32.8% 0.10% −0.07
CTVA Corteva Inc. Reduce -34.3% 0.15% −0.07
ST Sensata Technologies Holdplc Reduce -53.5% 0.04% −0.07
CAT Caterpillar Inc. Reduce -75.3% 0.02% −0.07
VLO Valero Energy Corp. Reduce -1.9% 1.04% −0.06
PAYC Paycom Software Inc. Reduce -49.5% 0.12% −0.06
CI The Cigna Group Reduce -48.9% 0.05% −0.06
AMGN Amgen Inc. Reduce -27.3% 0.10% −0.06

Portfolio Buys Q3 2024 → Q4 2024
EG Everest Group Ltd. Add +11756.0% 1.39% +1.37
CTRA Coterra Energy Inc. Add +5744.3% 1.28% +1.26
BDX Becton Dickinson and Co. Add +6236.8% 0.77% +0.75
CVX Chevron Corp. Add +3711.9% 0.75% +0.73
ROK Rockwell Automation Inc. Add +964.4% 0.78% +0.72
NVDA Nvidia Corp. Add +9.1% 2.44% +0.53
SCHW Schwab (charles) Corp. Add +0.7% 2.29% +0.41
AMZN Amazon.com Inc. Add +0.4% 1.94% +0.39
AAPL Apple Inc. Add +4.3% 2.25% +0.35
TSLA Tesla Inc. Add +4.6% 0.83% +0.34
CACI Caci International Inc. Class A Add +256.0% 0.41% +0.28
BN Brookfield Corp. Add +3360.6% 0.24% +0.24
IEMG iShares Core MSCI Emerging Add +90.6% 0.47% +0.21
AVGO Broadcom Inc. Add +7.1% 0.62% +0.21
VOO Vanguard S&P 500 ETF Add +0.1% 2.51% +0.19
LIN Linde PLC Add +770.8% 0.21% +0.18
GOOGL Alphabet Inc. Class A Add +3.0% 0.82% +0.16
IWD iShares Russell 1000 Value E New 0.14% +0.14
APP AppLovin Corp. Class A Add +527.9% 0.13% +0.13
DVY iShares Select Dividend ETF New 0.12% +0.12
META Meta Platforms Inc. Class A Add +3.2% 0.92% +0.10
LRCX Lam Research Corp. New 0.10% +0.10
NFLX Netflix Inc. Add +2.6% 0.33% +0.09
TPR Tapestry Inc. Add +1024.4% 0.09% +0.08
XYZ Block Inc. Add +191.1% 0.11% +0.08
CSX CSX Corp. Add +1474.0% 0.09% +0.08
ALLE Allegion PLC Add +1258.7% 0.08% +0.07
AJG Arthur J Gallagher & Co. Add +88.4% 0.13% +0.06
CSCO Cisco Systems Inc. Add +151.8% 0.10% +0.06
TEAM Atlassian Corp. Class A Add +4.6% 0.15% +0.06
GILD Gilead Sciences Inc. Add +747.5% 0.06% +0.05
LNG Cheniere Energy Inc. Add +256.0% 0.07% +0.05
CRM Salesforce Inc. Add +1.9% 0.21% +0.05
ALNY Alnylam Pharmaceuticals Inc. Add +601.0% 0.06% +0.05
WMB Williams Cos Inc. Add +113.0% 0.07% +0.05
EMR Emerson Electric Co. Add +683.8% 0.05% +0.05
WTTR Select Water Solutions Inc. Add +71422.4% 0.04% +0.04
HUBS HubSpot Inc. Add +0.3% 0.15% +0.04
BKNG Booking Holdings Inc. Add +27.2% 0.11% +0.04
LYV Live Nation Entertainment Inc. Add +779.9% 0.04% +0.04
MA Mastercard Inc. Class A Add +5.7% 0.25% +0.04
KR Kroger Co. Add +86.1% 0.08% +0.04
DOCU Docusign Inc. Add +827.9% 0.04% +0.04
NEM Newmont Corp. Add +1532.6% 0.04% +0.04
VRT Vertiv Holdings Co. Class A Add +11.6% 0.15% +0.04
TSCO Tractor Supply Company Add +492.5% 0.04% +0.04
DLR Digital Realty Trust Inc. Add +14.3% 0.13% +0.03
FIS Fidelity National Info Serv Add +107.9% 0.06% +0.03
SRE Sempra Add +938.2% 0.04% +0.03
COST Costco Wholesale Corp. Add +2.0% 0.30% +0.03

Notes & Other Activity Q3 2024 → Q4 2024
WESCO INTERNATIONAL INC (WCC V10.625 PERP A) COM Reduce -0.8% 187,000 $4.8M
ATHENE HOLDING LTD (ATH 5.625 PERP B) COM Reduce -41.6% 31,120 $639K
PUBLIC STORAGE (PSA 4.75 PERP K) PFD Reduce -30.3% 31,475 $636K
AEGON FUNDING CO LLC (AEGON 5.1 12/15/49) PFD Reduce -36.9% 31,260 $634K
MORGAN STANLEY (MS 6.625 PERP Q) Common Stock Sold out 23,550 $633Kbefore exit
BERKLEY (WR) CORPORATION (WRB 5.1 12/30/59) Common Stock Reduce -24.8% 30,760 $629K
BROOKFIELD OAKTREE HLDGS (OAK 6.625 PERP A) PFD Reduce -46.2% 28,310 $618K
KKR GROUP FIN CO IX LLC (KKR 4.625 04/01/61) PFD Reduce -33.0% 31,940 $581K
FEDERAL REALTY INVS TRST (FRT 5 PERP C) PFD Reduce -48.2% 24,220 $521K
AMERICAN FINANCIAL GROUP (AFG 5.125 12/15/59) PFD Reduce -8.2% 23,500 $470K
CITIZENS FINANCIAL GROUP (CFG 7.375 PERP H) Common Stock Sold out 16,000 $432Kbefore exit
KEYCORP (KEY 5.65 PERP F) PFD Sold out 18,600 $419Kbefore exit
REGIONS FINANCIAL CORP (RF V5.7 PERP C) Common Stock Sold out 17,000 $417Kbefore exit
ATHENE HOLDING LTD (ATH V6.375 PERP C) PFD Add +200.0% 15,000 $375K
AMERICAN NATIONAL GROUP (ANGINC V8.566 PERP A) PFD Sold out 15,000 $371Kbefore exit
CNO FINANCIAL GROUP INC (CNO 5.125 11/25/60) PFD Sold out 16,750 $357Kbefore exit
AFFILIATED MANAGERS GROU (AMG 5.875 03/30/59) Common Stock Sold out 13,000 $323Kbefore exit
SELECTIVE INSURANCE GROU (SIGI 4.6 PERP B) PFD Sold out 16,300 $320Kbefore exit
F&G ANNUITIES & LIFE INC (FG 7.95 12/15/53) PFD Sold out 10,700 $291Kbefore exit
AMERICAN HOMES 4 RENT (AMH 5.875 PERP G) PFD Sold out 10,000 $253Kbefore exit
GLOBAL NET LEASE INC (GNL 7.5 PERP D) PREFERREDSTK Sold out 8,338 $201Kbefore exit
SEAPORT ENTERTAINMENT GR-RTS RIGHT 10/10/2024 Sold out 131 $386before exit
FIRST REPUBLIC BANK (FRCB 4.7 PERP J) PFD Reduce -41.8% 31,295 $13

Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 3,264$5.9BRREEF CORE PLUS RESIDENTIAL FU, VOO, NVDA, MANULIFE CO-INVESTMENT PARTNER, MSFT
Q1 2026 3,189$5.3BVOO, NVDA, MSFT, MANULIFE CO-INVESTMENT PARTNER, AAPL
Q4 2025 3,215$6.1BMSFT, NVDA, VOO, AAPL, MANULIFE CO-INVESTMENT PARTNER
Q3 2025 3,231$6.8BMSFT, NVDA, VOO, AAPL, SCHW
Q2 2025Amended 3,250$7.0BMSFT, NVDA, VOO, SCHW, AAPL
Q1 2025 3,198$6.4BMSFT, SCHW, UNH, VOO, AAPL
Q4 2024 3,220$7.3BMSFT, VOO, NVDA, SCHW, AAPL
Q3 2024 3,239$7.7BMSFT, UNH, VOO, HSY, ADP