Stratos Wealth Partners, LTD.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), Stratos Wealth Partners, LTD. reported 1,365 stock positions worth $6.2 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 3.7% of the portfolio, followed by Apple (AAPL, 3.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.0%). Compared with Q1 2024, it opened 83 new positions, sold out of 92, added to 624 and reduced 607. The biggest buy was Apple (AAPL, shares +3%) and the biggest sale Invesco S&P 500 Equal Weight (RSP, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- BEACHWOOD, OH
- CIK
- 0001612865
- Portfolio Value
- $6.2B (Q2 2024)
- SEC Filing
- 0001085146-24-003202 ↗ filed Jul 24, 2024
Holdings Value
Holdings 1,365 stocks · $6.2B
| VOO Vanguard S&P 500 ETF | 3.71% | 457,641 | $228.9M | Add +0.1% |
| AAPL Apple Inc. | 3.59% | 1,052,091 | $221.6M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.05% | 345,564 | $188.1M | Add +1.0% |
| IVV iShares Core S&P 500 ETF | 2.64% | 297,354 | $162.7M | Add +11.7% |
| MSFT Microsoft Corp. | 2.37% | 326,727 | $146.0M | Add +2.0% |
| NVDA Nvidia Corp. | 2.28% | 1,138,085 | $140.6M | Add +4.2% |
| AMZN Amazon.com Inc. | 1.70% | 541,851 | $104.7M | Add +2.4% |
| QQQ Invesco QQQ Trust Series 1 | 1.51% | 194,712 | $93.3M | Add +1.8% |
| VXF Vanguard Extended Market ETF | 1.48% | 542,900 | $91.6M | Add +0.8% |
| IDEV iShares Core MSCI Dev MKTS | 1.46% | 1,376,250 | $90.3M | Add +1.3% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 1.44% | 1,387,330 | $88.8M | Reduce -3.0% |
| BND Vanguard Total Bond Market | 1.21% | 1,037,452 | $74.7M | Add +4.8% |
| VYM Vanguard High DVD Yield ETF | 1.11% | 575,315 | $68.2M | Add +5.6% |
| RSP Invesco S&P 500 Equal Weight | 1.08% | 404,911 | $66.5M | Reduce -13.2% |
| IJH iShares Core S&P Midcap ETF | 1.00% | 1,059,647 | $62.0M | Reduce -1.9% |
| GOOGL Alphabet Inc. Class A | 0.94% | 319,010 | $58.1M | Add +1.7% |
| IJR iShares Core S&P Small-Cap E | 0.92% | 532,581 | $56.8M | Reduce -3.1% |
| VTI VG Morningstar TS MKT ETF-US | 0.82% | 189,104 | $50.6M | Reduce -0.6% |
| META Meta Platforms Inc. Class A | 0.80% | 97,377 | $49.1M | Add +2.7% |
| IEMG iShares Core MSCI Emerging | 0.79% | 915,420 | $49.0M | Add +0.9% |
| SPTM SS SPDR P S&P 1500 Comp ETF | 0.75% | 700,017 | $46.4M | Add +0.9% |
| COST Costco Wholesale Corp. | 0.72% | 52,460 | $44.6M | Add +2.6% |
| JPM JPMorgan Chase & Co. | 0.72% | 220,196 | $44.5M | Reduce -1.2% |
| QUAL iShares MSCI USA Quality Fac | 0.64% | 231,552 | $39.5M | Add +12.2% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.64% | 1,126,387 | $39.5M | Add +5.0% |
| QDPL Pacer Met US LRG Cap DVD 400 | 0.60% | 1,003,020 | $36.8M | Add +8.1% |
| HD Home Depot Inc. | 0.57% | 102,357 | $35.2M | Reduce -0.6% |
| GOOG Alphabet Inc. Class C | 0.56% | 189,230 | $34.7M | Add +2.5% |
| PWZ Invesco California Amt-Free | 0.55% | 1,383,415 | $34.1M | Add +0.3% |
| LLY Eli Lilly & Co. | 0.52% | 35,207 | $31.9M | Reduce -1.4% |
| DLN Wisdomtree US Largecap Divid | 0.51% | 434,670 | $31.6M | Reduce -6.4% |
| FTCS First Trust Capital Strength | 0.50% | 366,674 | $30.8M | Add +0.2% |
| AVGO Broadcom Inc. | 0.50% | 19,096 | $30.7M | Add +11.5% |
| PG The Procter & Gamble Co. | 0.48% | 181,271 | $29.9M | Add +3.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.47% | 364,842 | $29.2M | Add +13.7% |
| XOM Exxon Mobil Corp. | 0.46% | 247,464 | $28.5M | Add +8.1% |
| IEFA iShares Core MSCI Eafe ETF | 0.46% | 390,238 | $28.3M | Reduce -8.3% |
| ABBV Abbvie Inc. | 0.44% | 158,147 | $27.1M | Reduce -0.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.43% | 65,252 | $26.5M | Add +0.5% |
| IWM iShares Russell 2000 ETF | 0.43% | 129,662 | $26.3M | Add +5.7% |
| IYW iShares Ustechnology ETF | 0.42% | 173,410 | $26.1M | Add +1.9% |
| USMV iShares MSCI USA Min Vol Fac | 0.42% | 307,802 | $25.8M | Reduce -7.9% |
| MCD McDonald's Corp. | 0.41% | 99,241 | $25.3M | Add +2.5% |
| SPHQ Invesco S&P 500 Quality ETF | 0.37% | 357,612 | $22.7M | Add +19.9% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.37% | 464,395 | $22.6M | Add +16.7% |
| SPGP Invesco S&P 500 Garp ETF | 0.37% | 219,556 | $22.6M | Add +2.9% |
| MUB iShares National Muni Bond E | 0.36% | 210,916 | $22.5M | Add +6.5% |
| VGT Vanguard Info Tech ETF | 0.36% | 38,672 | $22.3M | Add +1.0% |
| DGRO iShares Core Dividend Growth | 0.35% | 374,665 | $21.6M | Add +2.5% |
| MOAT Vaneck Morningstar Wide Moat | 0.35% | 249,110 | $21.6M | Add +4.4% |
| RDVY First Trust Rising Dividend | 0.35% | 393,216 | $21.5M | Add +2.3% |
| QCOM Qualcomm Inc. | 0.34% | 106,148 | $21.1M | Add +0.3% |
| JQUA JPMorgan US Quality Factor | 0.33% | 389,903 | $20.6M | Add +1.2% |
| TLT iShares 20+ Year Treasury BD | 0.33% | 223,942 | $20.6M | Reduce -0.8% |
| IVE iShares S&P 500 Value ETF | 0.33% | 112,482 | $20.5M | Add +3.9% |
| VHT Vanguard Health Care ETF | 0.33% | 76,744 | $20.4M | Add +0.7% |
| MRK Merck & Co. Inc. | 0.32% | 160,803 | $19.9M | Reduce -1.2% |
| IWR iShares Russell Mid-Cap ETF | 0.32% | 244,369 | $19.8M | Reduce -0.2% |
| RECS Columbia Resear Enh Cor ETF | 0.31% | 593,198 | $19.1M | New |
| TSLA Tesla Inc. | 0.31% | 95,850 | $19.0M | Add +7.8% |
| WTAI Wisdomtree AI and Innovation | 0.29% | 857,546 | $17.9M | Add +6.0% |
| FVD First Trust Value Line DVD | 0.29% | 438,775 | $17.9M | Reduce -9.0% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.29% | 111,180 | $17.8M | Reduce -2.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.29% | 612,871 | $17.7M | Add +117.2% |
| V Visa Inc. Class A | 0.28% | 66,966 | $17.6M | Add +1.6% |
| XLK SS Technology Select Sector | 0.28% | 76,935 | $17.4M | Reduce -0.7% |
| VEA Vanguard Ftse Developed ETF | 0.28% | 349,589 | $17.3M | Reduce -0.8% |
| IVW iShares S&P 500 Growth ETF | 0.28% | 185,081 | $17.1M | Add +4.0% |
| IBTH iShares Ibonds Dec 2027 Term | 0.28% | 774,324 | $17.1M | Add +6.9% |
| COWZ Pacer US Cash Cows 100 ETF | 0.28% | 311,596 | $17.0M | Add +3.8% |
| JNJ Johnson & Johnson | 0.27% | 115,969 | $17.0M | Reduce -2.5% |
| AGG iShares Core U.S. Aggregate | 0.27% | 174,544 | $16.9M | Reduce -9.3% |
| BOND PIMCO Active Bond Exchange-T | 0.27% | 185,958 | $16.9M | Add +6.5% |
| VIG Vanguard Dividend Apprec ETF | 0.27% | 92,463 | $16.9M | Add +9.9% |
| PAVE Global X US Infrastructure | 0.27% | 455,366 | $16.9M | Reduce -4.2% |
| SCHD Schwab US DVD Equity ETF | 0.27% | 214,835 | $16.7M | Add +13.4% |
| IBTI iShares Ibonds Dec 2028 Term | 0.27% | 754,008 | $16.5M | Add +5.3% |
| ACN Accenture PLC Class A | 0.26% | 53,863 | $16.3M | Reduce -3.3% |
| USFR Wisdomtree Floating Rate Tre | 0.26% | 322,315 | $16.2M | Add +9.6% |
| VWO Vanguard Ftse Emerging Marke | 0.25% | 357,420 | $15.6M | Reduce -1.1% |
| RWL Invesco S&P 500 Revenue ETF | 0.25% | 167,913 | $15.6M | Add +5.4% |
| QLTA iShares Aaa - A Rated Corpor | 0.25% | 331,634 | $15.5M | Add +21.4% |
| JGRO JPMorgan Active Growth ETF | 0.25% | 202,993 | $15.3M | Add +4.5% |
| TMO Thermo Fisher Scientific Inc. | 0.23% | 26,080 | $14.4M | Reduce -3.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.23% | 38,560 | $14.4M | Reduce -5.1% |
| VCR Vanguard Consumer Discre ETF | 0.23% | 45,542 | $14.2M | Add +5.0% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.23% | 340,315 | $14.1M | Add +1.3% |
| VXUS Vanguard Total Intl Stock | 0.23% | 233,740 | $14.1M | Reduce -1.9% |
| SPSM SS SPDR P S&P 600 Small Cap | 0.23% | 335,150 | $13.9M | Add +10.4% |
| PZA Invesco National Amt-Free Mu | 0.22% | 580,172 | $13.7M | Reduce -0.7% |
| IBTG iShares Ibonds Dec 2026 Term | 0.22% | 600,270 | $13.6M | Add +5.5% |
| ORCL Oracle Corp. | 0.22% | 96,293 | $13.6M | Reduce -1.4% |
| XLE SS Energy Select Sector | 0.22% | 146,269 | $13.3M | Reduce -2.8% |
| CALF PCR US SM CP CSH CWS ETF-Usd | 0.21% | 304,322 | $13.3M | Reduce -1.3% |
| IWF iShares Russell 1000 Growth | 0.21% | 36,172 | $13.2M | Reduce -3.3% |
| ADP Automatic Data Processing | 0.21% | 55,014 | $13.1M | Reduce -2.0% |
| VZ Verizon Communications Inc. | 0.21% | 315,454 | $13.0M | Add +1.1% |
| DFUS Dimensional US Eq MKT ETF | 0.21% | 220,519 | $13.0M | Add +0.9% |
| APH Amphenol Corp. Class A | 0.21% | 191,225 | $12.9M | Add +3.7% |
| PEP Pepsico Inc. | 0.21% | 77,517 | $12.8M | Reduce -2.2% |
Other holdings (7): bonds, preferreds, convertibles and warrants · $73.2M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 1,102,090 | $27.4M | Add +41.2% |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 732,968 | $17.5M | Add +66.2% |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | 8,077 | $9.6M | Add +1.6% |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | 6,300 | $7.5M | Reduce -2.7% |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | 248,516 | $6.2M | Reduce -64.6% |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 209,397 | $5.0M | Add +24.0% |
| RUMBW Rumble Inc.-CW28 | *W EXP 09/16/202 | 13,675 | $14K | No change |
Total filed on the 13F, all lines: $6.2B.
Portfolio Sells Q1 2024 → Q2 2024
| RSP Invesco S&P 500 Equal Weight | Reduce -13.2% | 1.08% | −0.25 |
| XLV SS Health Care Select Sector | Reduce -51.7% | 0.14% | −0.17 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -62.5% | 0.09% | −0.15 |
| IJR iShares Core S&P Small-Cap E | Reduce -3.1% | 0.92% | −0.10 |
| IJH iShares Core S&P Midcap ETF | Reduce -1.9% | 1.00% | −0.10 |
| HD Home Depot Inc. | Reduce -0.6% | 0.57% | −0.09 |
| IWY iShares Russell Top 200 Grow | Reduce -39.1% | 0.16% | −0.09 |
| IEFA iShares Core MSCI Eafe ETF | Reduce -8.3% | 0.46% | −0.07 |
| XMHQ Invesco S&P Midcap Qual ETF | Reduce -19.9% | 0.14% | −0.06 |
| SMCI Super Micro Computer Inc. | Reduce -6.8% | 0.16% | −0.06 |
| ACN Accenture PLC Class A | Reduce -3.3% | 0.26% | −0.06 |
| FVD First Trust Value Line DVD | Reduce -9.0% | 0.29% | −0.05 |
| DIS The Walt Disney Co. | Reduce -0.4% | 0.18% | −0.05 |
| DLN Wisdomtree US Largecap Divid | Reduce -6.4% | 0.51% | −0.05 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.8% | 0.14% | −0.05 |
| USMV iShares MSCI USA Min Vol Fac | Reduce -7.9% | 0.42% | −0.05 |
| CRM Salesforce Inc. | Reduce -5.3% | 0.17% | −0.05 |
| NBB Nuveen Taxable Municipal Inc. | Reduce -65.2% | 0.02% | −0.05 |
| ABBV Abbvie Inc. | Reduce -0.5% | 0.44% | −0.05 |
| CARR Carrier Global Corp. | Reduce -69.2% | 0.02% | −0.04 |
| PAVE Global X US Infrastructure | Reduce -4.2% | 0.27% | −0.04 |
| LOW Lowe's Cos Inc. | Reduce -10.4% | 0.13% | −0.04 |
| RSPG Invesco S&P 500 Equal Weight | Reduce -79.6% | 0.01% | −0.04 |
| ABT Abbott Laboratories | Reduce -7.4% | 0.19% | −0.04 |
| PSCC Invesco S&P Smallcap Consume | Sold out | 0.00% | −0.04 |
| AGG iShares Core U.S. Aggregate | Reduce -9.3% | 0.27% | −0.04 |
| JNJ Johnson & Johnson | Reduce -2.5% | 0.27% | −0.04 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Reduce -1.3% | 0.21% | −0.04 |
| CVS CVS Health Corp. | Reduce -24.5% | 0.04% | −0.04 |
| MA Mastercard Inc. Class A | Reduce -5.2% | 0.20% | −0.04 |
| MRK Merck & Co. Inc. | Reduce -1.2% | 0.32% | −0.04 |
| PH Parker Hannifin Corp. | Reduce -10.4% | 0.14% | −0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.0% | 1.44% | −0.04 |
| SHW The Sherwin-Williams Co. | Reduce -0.8% | 0.17% | −0.04 |
| PRPL Purple Innovation Inc. | Reduce -0.0% | 0.05% | −0.03 |
| QTEC First Trust Nasdq 100 Tech I | Reduce -49.5% | 0.03% | −0.03 |
| PSX Phillips 66 | Reduce -31.6% | 0.04% | −0.03 |
| APD Air Products & Chemicals Inc. | Reduce -27.4% | 0.09% | −0.03 |
| NKE Nike Inc. Class B | Reduce -42.3% | 0.02% | −0.03 |
| AMD Advanced Micro Devices | Reduce -2.2% | 0.17% | −0.03 |
| ETSY Etsy Inc. | Reduce -10.1% | 0.09% | −0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -3.0% | 0.23% | −0.03 |
| BILS SS Spdrb B 3-12M T-Bill ETF | Reduce -23.0% | 0.08% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -1.2% | 0.72% | −0.03 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -18.0% | 0.10% | −0.03 |
| BX Blackstone Inc. | Reduce -7.6% | 0.14% | −0.03 |
| PEP Pepsico Inc. | Reduce -2.2% | 0.21% | −0.03 |
| TLT iShares 20+ Year Treasury BD | Reduce -0.8% | 0.33% | −0.03 |
| NFLX Netflix Inc. | Reduce -20.4% | 0.15% | −0.03 |
| IWR iShares Russell Mid-Cap ETF | Reduce -0.2% | 0.32% | −0.02 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +2.9% | 3.59% | +0.65 |
| NVDA Nvidia Corp. | Add +4.2% | 2.28% | +0.62 |
| RECS Columbia Resear Enh Cor ETF | New | 0.31% | +0.31 |
| IVV iShares Core S&P 500 ETF | Add +11.7% | 2.64% | +0.29 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +117.2% | 0.29% | +0.15 |
| GOOGL Alphabet Inc. Class A | Add +1.7% | 0.94% | +0.15 |
| AVGO Broadcom Inc. | Add +11.5% | 0.50% | +0.12 |
| MSFT Microsoft Corp. | Add +2.0% | 2.37% | +0.11 |
| AMZN Amazon.com Inc. | Add +2.4% | 1.70% | +0.10 |
| COST Costco Wholesale Corp. | Add +2.6% | 0.72% | +0.09 |
| GOOG Alphabet Inc. Class C | Add +2.5% | 0.56% | +0.09 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 1.51% | +0.09 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +13.7% | 0.47% | +0.08 |
| IBHE iShares Ibonds 2025 H/Y Inc. | Add +1674.2% | 0.08% | +0.07 |
| QUAL iShares MSCI USA Quality Fac | Add +12.2% | 0.64% | +0.07 |
| AIA iShares Asia 50 ETF | New | 0.07% | +0.07 |
| SPHQ Invesco S&P 500 Quality ETF | Add +19.9% | 0.37% | +0.07 |
| XLC SS Comm Select Sector SPDR | Add +173.7% | 0.09% | +0.06 |
| FNY First Trust Mid Cap Growth | Add +677.3% | 0.06% | +0.06 |
| MSI Motorola Solutions Inc. | Add +637.0% | 0.06% | +0.05 |
| JAAA Janus Henderson Aaa Clo ETF | Add +304.5% | 0.07% | +0.05 |
| TSLA Tesla Inc. | Add +7.8% | 0.31% | +0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.0% | 3.05% | +0.04 |
| QCOM Qualcomm Inc. | Add +0.3% | 0.34% | +0.04 |
| WMT Walmart Inc. | Add +14.7% | 0.20% | +0.04 |
| QDPL Pacer Met US LRG Cap DVD 400 | Add +8.1% | 0.60% | +0.04 |
| PSQ Proshares Short QQQ | New | 0.04% | +0.04 |
| IYW iShares Ustechnology ETF | Add +1.9% | 0.42% | +0.04 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Add +26.3% | 0.17% | +0.04 |
| SMH Vaneck Semiconductor ETF | Add +34.3% | 0.11% | +0.04 |
| QLTA iShares Aaa - A Rated Corpor | Add +21.4% | 0.25% | +0.03 |
| FXO First Trust Financial Alphad | Add +339.6% | 0.04% | +0.03 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +16.7% | 0.37% | +0.03 |
| APH Amphenol Corp. Class A | Add +3.7% | 0.21% | +0.03 |
| GOVT iShares US Treasury Bond ETF | Add +66.3% | 0.08% | +0.03 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Add +26.3% | 0.16% | +0.03 |
| WELL Welltower Inc. | Add +320.1% | 0.04% | +0.03 |
| MAA Mid-America Apartment Comm | New | 0.03% | +0.03 |
| XLG Invesco S&P 500 Top 50 ETF | Add +9.8% | 0.21% | +0.03 |
| PANW Palo Alto Networks Inc. | Add +42.3% | 0.07% | +0.03 |
| SU Suncor Energy Inc. | New | 0.03% | +0.03 |
| IVW iShares S&P 500 Growth ETF | Add +4.0% | 0.28% | +0.03 |
| VGT Vanguard Info Tech ETF | Add +1.0% | 0.36% | +0.02 |
| BIZD Vaneck BDC Income ETF | Add +52.5% | 0.07% | +0.02 |
| SCCO Southern Copper Corp. | New | 0.02% | +0.02 |
| LYB Lyondellbasell Indu Class A | Add +469.5% | 0.03% | +0.02 |
| META Meta Platforms Inc. Class A | Add +2.7% | 0.80% | +0.02 |
| AVUV Avantis US Small Cap Value | Add +69.8% | 0.06% | +0.02 |
| IBMN iShares Ibonds Dec 2025 Term | Add +131.2% | 0.04% | +0.02 |
| CMG Chipotle Mexican Grill Inc. | Add +11.9% | 0.15% | +0.02 |
Notes & Other Activity Q1 2024 → Q2 2024
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Add +41.2% | 1,102,090 | $27.4M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +66.2% | 732,968 | $17.5M |
| WELLS FARGO & COMPANY (WFC 7.5 PERP L) | PERP PFD CNV A | Add +1.6% | 8,077 | $9.6M |
| BANK OF AMERICA CORP (BAC 7.25 PERP L) | 7.25%CNV PFD L | Reduce -2.7% | 6,300 | $7.5M |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | Reduce -64.6% | 248,516 | $6.2M |
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +24.0% | 209,397 | $5.0M |
| HTZWW Hertz Global Hldgs Inc. -CW51 | *W EXP 06/30/205 | Sold out | 10,936 | $49Kbefore exit |
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 | 1,682 | $9.9B | AAPL, NVDA, SPY, IVV, VOO |
| Q1 2026 | 1,611 | $8.7B | AAPL, NVDA, IVV, SPY, VOO |
| Q4 2025 | 1,577 | $8.8B | AAPL, NVDA, SPY, IVV, VOO |
| Q3 2025 | 1,537 | $8.4B | AAPL, NVDA, VOO, IVV, SPY |
| Q2 2025 | 1,411 | $7.3B | AAPL, SPY, VOO, NVDA, IVV |
| Q1 2025 | 1,353 | $6.5B | AAPL, VOO, SPY, IVV, MSFT |
| Q4 2024 | 1,445 | $7.0B | AAPL, VOO, SPY, IVV, NVDA |
| Q3 2024 | 1,433 | $6.8B | AAPL, VOO, SPY, IVV, MSFT |
| Q2 2024 | 1,365 | $6.2B | VOO, AAPL, SPY, IVV, MSFT |
| Q1 2024 | 1,372 | $6.0B | VOO, SPY, AAPL, IVV, MSFT |