Three Seasons Wealth, LLC

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 15, 2026), Three Seasons Wealth, LLC reported 189 stock positions worth $1.0 billion. Its top holding was Amazon.com (AMZN) at 32.6% of the portfolio, followed by Tesla (TSLA, 28.4%) and Apple (AAPL, 12.8%). Compared with Q3 2025, it opened 51 new positions, sold out of 34, added to 49 and reduced 43. The biggest buy was a new position in Invesco QQQ Trust Series 1 (QQQ) and the biggest sale an exit from iShares US Financials ETF (IYF).

Most Recent 13F
Q2 2026
Location
SALT LAKE CITY, UT
CIK
0002044495
Portfolio Value
$1.0B (Q4 2025)
SEC Filing
0001420506-26-000058 ↗ filed Jan 15, 2026

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $143.0M Q1 2024 Q2 2024: $180.9M Q2 2024 Q3 2024: $190.1M Q3 2024 Q4 2024: $205.2M Q4 2024 Q1 2025: $201.9M Q1 2025 Q2 2025: $872.1M Q2 2025 Q3 2025: $1.0B Q3 2025 Q4 2025: $1.0B $1.0B Q4 2025 Q1 2026: $262.0M Q1 2026 Q2 2026: $1.1B Q2 2026

Holdings 189 stocks · $1.0B
AMZN Amazon.com Inc. 32.57% 1,480,221 $341.7M Reduce -0.0%
TSLA Tesla Inc. 28.38% 661,948 $297.7M Add +0.1%
AAPL Apple Inc. 12.82% 494,465 $134.4M Add +0.3%
MSFT Microsoft Corp. 4.07% 88,328 $42.7M Reduce -0.6%
QQQ Invesco QQQ Trust Series 1 1.06% 18,077 $11.1M New
IYZ iShares US Telecommunication 0.95% 292,582 $9.9M Add +8.1%
IYW iShares Ustechnology ETF 0.93% 49,065 $9.8M Add +7.0%
GLD SPDR Gold Shares 0.91% 24,007 $9.5M Reduce -33.3%
IYH iShares U.S. Healthcare ETF 0.90% 144,312 $9.4M New
IVW iShares S&P 500 Growth ETF 0.87% 73,998 $9.1M Add +824.2%
IWM iShares Russell 2000 ETF 0.75% 32,061 $7.9M New
SSO Proshares Ultra S&P500 0.57% 103,065 $6.0M Add +1.8%
PNOV Innovator U.S. Equity Power 0.52% 130,776 $5.5M Reduce -3.1%
IYM iShares U.S. Basic Materials 0.49% 33,290 $5.1M New
IVV iShares Core S&P 500 ETF 0.48% 7,291 $5.0M Reduce -9.1%
IDU iShares US Utilities ETF 0.41% 39,553 $4.3M New
GOOG Alphabet Inc. Class C 0.39% 12,946 $4.1M Add +0.9%
MU Micron Technology Inc. 0.35% 12,857 $3.7M Add +340.0%
LRCX Lam Research Corp. 0.34% 21,096 $3.6M Add +436.9%
AVGO Broadcom Inc. 0.30% 9,237 $3.2M Reduce -37.3%
ORCL Oracle Corp. 0.30% 16,290 $3.2M Reduce -25.4%
WBD Warner Bros Discovery Inc. 0.30% 109,473 $3.2M New
NVDA Nvidia Corp. 0.27% 15,068 $2.8M Reduce -14.6%
AMD Advanced Micro Devices 0.26% 12,580 $2.7M Add +104.8%
V Visa Inc. Class A 0.26% 7,651 $2.7M Reduce -17.1%
STX Seagate Technology Holdings 0.25% 9,542 $2.6M Add +354.8%
POCT Innovator U.S. Equity Power 0.25% 59,500 $2.6M Add +0.7%
BNOV Innovator U.S. Equity Buffer 0.25% 57,973 $2.6M No change
BRK.B Berkshire Hathaway Inc. Class B 0.24% 4,949 $2.5M Reduce -4.0%
MA Mastercard Inc. Class A 0.23% 4,291 $2.4M Reduce -1.2%
LLY Eli Lilly & Co. 0.20% 1,993 $2.1M Add +7.9%
INTC Intel Corp. 0.18% 51,063 $1.9M New
BND Vanguard Total Bond Market 0.17% 24,719 $1.8M Add +10.8%
SHOP Shopify Inc. Class A 0.17% 10,987 $1.8M Reduce -35.9%
GLW Corning Inc. 0.17% 19,988 $1.8M New
ADBE Adobe Inc. 0.16% 4,901 $1.7M Add +79.5%
FYX First Trust Small Cap Core A 0.15% 14,079 $1.6M Reduce -3.4%
IDXX Idexx Laboratories Inc. 0.15% 2,284 $1.5M Reduce -55.4%
NFLX Netflix Inc. 0.15% 16,479 $1.5M Add +0.6%
IJH iShares Core S&P Midcap ETF 0.15% 23,373 $1.5M Reduce -12.2%
GOOGL Alphabet Inc. Class A 0.14% 4,766 $1.5M Add +47.8%
FXL First Trust Technology Alpha 0.14% 8,722 $1.5M Reduce -6.0%
WDC Western Digital Corp. 0.14% 8,368 $1.4M New
PAAA Pgim Aaa Clo ETF 0.12% 25,009 $1.3M Reduce -10.4%
ZTS Zoetis Inc. 0.12% 9,781 $1.2M Add +9.4%
FTC First Trust Large Cap Growth 0.12% 7,655 $1.2M Reduce -2.1%
META Meta Platforms Inc. Class A 0.12% 1,833 $1.2M Add +33.3%
LITE Lumentum Holdings Inc. 0.11% 3,099 $1.1M Reduce -30.0%
NOW ServiceNow Inc. 0.11% 7,401 $1.1M Add +7.1%
JAAA Janus Henderson Aaa Clo ETF 0.11% 22,226 $1.1M Reduce -8.4%
MSCI MSCI Inc. 0.10% 1,879 $1.1M Add +0.1%
EEM iShares MSCI Emerging Market 0.10% 19,589 $1.1M New
ABT Abbott Laboratories 0.10% 8,522 $1.1M Reduce -18.2%
ANET Arista Networks Inc. 0.10% 8,101 $1.1M Reduce -52.5%
PLTR Palantir Technologies Inc. Class A 0.10% 5,945 $1.1M Reduce -60.9%
PDEC Innovator U.S. Equity Power 0.09% 22,950 $996K No change
CIEN Ciena Corp. 0.09% 4,237 $991K New
MEDP Medpace Holdings Inc. 0.09% 1,657 $931K Add +322.7%
IJR iShares Core S&P Small-Cap E 0.09% 7,631 $917K Reduce -6.8%
ACN Accenture PLC Class A 0.09% 3,381 $907K Reduce -7.0%
TER Teradyne Inc. 0.09% 4,632 $897K New
ZSEP Innovator Edp ETF - 1 YR Sep 0.08% 33,056 $885K No change
ALB Albemarle Corp. 0.08% 6,165 $873K New
BMY Bristol-Myers Squibb Co. 0.08% 16,165 $872K New
AON Aon PLC Class A 0.08% 2,430 $857K Add +1.7%
ECHO Echostar Corp. Class A 0.08% 7,842 $852K New
IBIT iShares Bitcoin Trust ETF 0.08% 17,008 $844K Add +32.4%
MO Altria Group Inc. 0.08% 13,744 $807K New
SNPS Synopsys Inc. 0.08% 1,706 $801K Add +21.3%
SBUX Starbucks Corp. 0.08% 9,373 $789K Add +1.7%
MPLX MPLX LP 0.07% 14,528 $775K New
BRK.A Berkshire Hathaway Inc. Class A 0.07% 1 $755K No change
ABNB Airbnb Inc. Class A 0.07% 5,446 $739K Reduce -1.0%
APPF Appfolio Inc. Class A 0.07% 3,138 $730K New
CVX Chevron Corp. 0.07% 4,742 $723K Add +0.4%
SPY SS SPDR S&P 500 ETF Trust-US 0.07% 1,017 $698K Add +36.3%
FIX Comfort Systems USA Inc. 0.07% 743 $693K Reduce -19.0%
FTA First Trust L C Val Alp 0.07% 8,008 $690K No change
CDE Coeur Mining Inc. 0.07% 38,549 $687K No change
APH Amphenol Corp. Class A 0.07% 5,064 $686K New
NEM Newmont Corp. 0.07% 6,831 $682K New
CAT Caterpillar Inc. 0.07% 1,190 $682K New
BDEC Innovator U.S. Equity Buffer 0.06% 13,683 $678K No change
BFEB Innovator U.S. Equity Buffer 0.06% 13,515 $658K No change
LNTH Lantheus Holdings Inc. 0.06% 9,602 $639K Add +41.0%
PBFB Pgim S&P 500 Buffer 20-Feb 0.06% 20,953 $638K No change
PSEP Innovator U.S. Equity Power 0.06% 14,352 $627K No change
BSEP Innovator U.S. Equity Buffer 0.06% 12,590 $620K No change
APP AppLovin Corp. Class A 0.06% 912 $615K Add +19.8%
ISRG Intuitive Surgical Inc. 0.06% 1,075 $609K New
PCRX Pacira Biosciences Inc. 0.06% 23,331 $604K New
BLK BlackRock Inc. 0.06% 558 $597K No change
FNX First Trust Mid Cap Core Alp 0.06% 4,736 $597K Reduce -0.0%
INTU Intuit Inc. 0.06% 899 $596K Add +4.3%
IJS iShares S&P Small-Cap 600 Va 0.06% 5,208 $592K New
SPYM Ste STR SPDR PT S&P 500 ETF 0.06% 7,366 $591K Add +7.0%
TEL Te Connectivity PLC 0.06% 2,596 $591K Add +12.3%
EXEL Exelixis Inc. 0.06% 13,357 $585K Reduce -52.8%
BSX Boston Scientific Corp. 0.06% 6,069 $579K Add +0.6%
KO The Coca-Cola Co. 0.05% 8,228 $575K Reduce -38.8%
CHRW C.H. Robinson Worldwide Inc. 0.05% 3,560 $574K New
PG The Procter & Gamble Co. 0.05% 3,996 $573K New
IMCB iShares Morningstar Mid-Cap 0.05% 6,861 $568K Add +1.7%
ETN Eaton Corp. PLC 0.05% 1,758 $560K Add +0.8%
KLAC KLA Corp. 0.05% 452 $549K New
FSLR First Solar Inc. 0.05% 2,084 $544K New
KMB Kimberly-Clark Corp. 0.05% 5,189 $530K New
PBH Prestige Consumer Healthcare 0.05% 8,573 $529K Add +54.1%
CSGP Costar Group Inc. 0.05% 7,786 $524K Add +17.4%
SFM Sprouts Farmers Market Inc. 0.05% 6,537 $521K Add +96.8%
KHC The Kraft Heinz Co. 0.05% 21,222 $515K New
HQY Healthequity Inc. 0.05% 5,521 $506K Add +49.8%
POST Post Holdings Inc. filed as POST HLDGS INC 0.05% 5,084 $504K New
CENX Century Aluminum Company 0.05% 12,639 $495K No change
PSX Phillips 66 0.05% 3,826 $494K No change
SRRK Scholar Rock Holding Corp. 0.05% 10,968 $483K Add +2.1%
PAYC Paycom Software Inc. 0.05% 3,028 $483K Add +6.3%
PFEB Innovator U.S. Equity Power 0.05% 11,605 $473K Reduce -3.7%
NVS Novartis AG-Sponsored ADR 0.04% 3,400 $469K No change
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.04% 4,251 $468K New
INCY Incyte Corp. 0.04% 4,605 $455K New
AMAT Applied Materials Inc. 0.04% 1,755 $451K New
EA Electronic Arts Inc. 0.04% 2,119 $433K New
UBER Uber Technologies Inc. 0.04% 5,238 $428K Add +10.8%
UNOV Innovator U.S. Equity Ultra 0.04% 11,117 $423K No change
MAGS Roundhill Magnificent Seven 0.04% 6,379 $421K Reduce -8.4%
SHOO Steven Madden Ltd. filed as MADDEN STEVEN LTD 0.04% 9,994 $416K No change
EPAM Epam Systems Inc. 0.04% 1,995 $409K No change
PJUL Innovator U.S. Equity Power 0.04% 8,740 $406K No change
BFH Bread Financial Holdings Inc. 0.04% 5,437 $403K Add +25.3%
TJUL Innovator Equity Defined Pro 0.04% 13,583 $402K No change
MRK Merck & Co. Inc. 0.04% 3,697 $392K Add +0.6%
EXR Extra Space Storage Inc. 0.04% 3,000 $391K No change
COST Costco Wholesale Corp. 0.04% 452 $390K Reduce -1.1%
QQQM Invesco Nasdaq 100 ETF 0.04% 1,495 $378K Add +20.3%
GSST Goldman Sachs Ultra Short Bo 0.04% 7,344 $372K Reduce -95.0%
AAPR Ino Eq Po ETF 2YR AP2028-Usd 0.03% 12,747 $362K No change
EFA iShares MSCI Eafe ETF 0.03% 3,755 $361K New
CAH Cardinal Health Inc. 0.03% 1,716 $353K New
LNT Alliant Energy Corp. 0.03% 4,834 $314K No change
ZJUL Innovator Edp ETF 1 YR July 0.03% 10,681 $310K No change
FEX First Trust Large Cap Core A 0.03% 2,587 $307K No change
AJUL Invtr Eq DP ETF-2Y-JULY28-Ui 0.03% 10,520 $306K No change
SPDW Ste STR SPDR PT DW Eu ETF 0.03% 6,741 $299K Add +6.6%
UNH Unitedhealth Group Inc. 0.03% 903 $298K Reduce -23.9%
HPE Hewlett Packard Enterprise 0.03% 12,039 $291K No change
HII Huntington Ingalls Industrie 0.03% 839 $285K Reduce -55.0%
CRM Salesforce Inc. 0.03% 1,075 $285K Reduce -70.0%
PBMR Pgim S&P 500 Buffer 20-Mar 0.03% 9,269 $283K No change
BLBD Blue Bird Corp. 0.03% 5,918 $278K No change
BOCT Innovator U.S. Equity Buffer 0.03% 5,570 $275K No change
BJUL Innovator U.S. Equity Buffer 0.03% 5,420 $275K No change
PBJN Pgim S&P 500 Buffer 20-Jun 0.03% 9,146 $274K No change
FHI Federated Hermes Inc. 0.03% 5,143 $268K No change
EXPE Expedia Group Inc. 0.03% 943 $267K Reduce -64.8%
BXP BXP Inc. 0.03% 3,918 $267K No change
DIOD Diodes Inc. 0.02% 5,284 $261K No change
LVS Las Vegas Sands Corp. 0.02% 3,955 $257K New
CMI Cummins Inc. 0.02% 504 $257K New
PJAN Innovator U.S. Equity Power 0.02% 5,398 $254K No change
GM General Motors Co. 0.02% 3,117 $253K New
MPWR Monolithic Power Systems Inc. 0.02% 270 $246K Reduce -47.0%
GE General Electric filed as GE AEROSPACE 0.02% 794 $245K Reduce -57.3%
NRG NRG Energy Inc. 0.02% 1,515 $241K Reduce -56.6%
CMCSA Comcast Corp. Class A 0.02% 7,981 $239K New
ADSK Autodesk Inc. 0.02% 799 $237K No change
JPM JPMorgan Chase & Co. 0.02% 729 $235K Add +2.4%
REVG Rev Group Inc. 0.02% 3,810 $232K New
EBAY eBay Inc. 0.02% 2,655 $231K Reduce -54.5%
FOX Fox Corp. Class B 0.02% 3,521 $229K New
PHM Pultegroup Inc. 0.02% 1,927 $226K No change
AJAN In Eq DF PR ETF 2Y JAN28-Usd 0.02% 8,113 $226K No change
SMMT Summit Therapeutics Inc. 0.02% 12,869 $225K No change
PEP Pepsico Inc. 0.02% 1,540 $223K No change
GFF Griffon Corp. 0.02% 3,029 $223K No change
SMCI Super Micro Computer Inc. 0.02% 7,605 $223K New
TSM Taiwan Semiconductor-SP ADR 0.02% 715 $218K New
JBHT Hunt (jb) Transprt SVCS Inc. 0.02% 1,120 $218K New
ARE Alexandria Real Estate Equit 0.02% 4,331 $215K No change
KR Kroger Co. 0.02% 3,390 $212K New
VNT Vontier Corp. 0.02% 5,670 $211K New
GBCI Glacier Bancorp Inc. 0.02% 4,760 $210K No change
NDSN Nordson Corp. 0.02% 849 $205K New
VIPS Vipshop Holdings Ltd. - ADR 0.02% 11,212 $198K New
ABR Arbor Realty Trust Inc. 0.01% 18,443 $143K No change
KRP Kimbell Royalty Partners LP 0.01% 11,300 $133K New
QS Quantumscape Corp. 0.01% 11,490 $120K Reduce -2.4%
SPRO Spero Therapeutics Inc. 0.01% 30,000 $70K No change
ASPIRE BIOPHARMA HLDGS INC 0.00% 125,000 $16K Add +66.7%

Portfolio Sells Q3 2025 → Q4 2025
IYF iShares US Financials ETF Sold out 0.00% −0.87
IYC iShares US Consumer Discreti Sold out 0.00% −0.87
JPST JPMorgan Ultra-Short Income Sold out 0.00% −0.76
BIL SS SPDR BB 1-3M T-Bill ETF Sold out 0.00% −0.76
GSST Goldman Sachs Ultra Short Bo Reduce -95.0% 0.04% −0.71
MSFT Microsoft Corp. Reduce -0.6% 4.07% −0.50
GLD SPDR Gold Shares Reduce -33.3% 0.91% −0.36
ORCL Oracle Corp. Reduce -25.4% 0.30% −0.31
GEV GE Vernova Inc. Sold out 0.00% −0.25
TPR Tapestry Inc. Sold out 0.00% −0.19
IDXX Idexx Laboratories Inc. Reduce -55.4% 0.15% −0.18
AVGO Broadcom Inc. Reduce -37.3% 0.30% −0.18
PLTR Palantir Technologies Inc. Class A Reduce -60.9% 0.10% −0.17
ANET Arista Networks Inc. Reduce -52.5% 0.10% −0.15
CLOA iShares Aaa Clo Act ETF-Usdi Sold out 0.00% −0.12
JBL Jabil Inc. Sold out 0.00% −0.10
DASH DoorDash Inc. Class A Sold out 0.00% −0.10
SHOP Shopify Inc. Class A Reduce -35.9% 0.17% −0.08
CELH Celsius Holdings Inc. Sold out 0.00% −0.07
EXEL Exelixis Inc. Reduce -52.8% 0.06% −0.06
HWM Howmet Aerospace Inc. Sold out 0.00% −0.06
NVDA Nvidia Corp. Reduce -14.6% 0.27% −0.06
CRM Salesforce Inc. Reduce -70.0% 0.03% −0.06
V Visa Inc. Class A Reduce -17.1% 0.26% −0.06
IVV iShares Core S&P 500 ETF Reduce -9.1% 0.48% −0.06
SNEX Stonex Group Inc. Sold out 0.00% −0.06
CL Colgate-Palmolive Co. Sold out 0.00% −0.05
DLTR Dollar Tree Inc. Sold out 0.00% −0.05
C Citigroup Inc. Sold out 0.00% −0.05
CCL Carnival Corp. Sold out 0.00% −0.05
GNRC Generac Holdings Inc. Sold out 0.00% −0.05
WYNN WYNN Resorts Ltd. Sold out 0.00% −0.05
VST Vistra Corp. Sold out 0.00% −0.05
GS Goldman Sachs Group Inc. Sold out 0.00% −0.05
WDAY Workday Inc. Class A Sold out 0.00% −0.05
RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −0.05
ULTA Ulta Beauty Inc. Sold out 0.00% −0.04
URI United Rentals Inc. Sold out 0.00% −0.04
CW Curtiss-Wright Corp. Sold out 0.00% −0.04
ABT Abbott Laboratories Reduce -18.2% 0.10% −0.04
MOH Molina Healthcare Inc. Sold out 0.00% −0.04
GILD Gilead Sciences Inc. Sold out 0.00% −0.03
KO The Coca-Cola Co. Reduce -38.8% 0.05% −0.03
NRG NRG Energy Inc. Reduce -56.6% 0.02% −0.03
GE General Electric Reduce -57.3% 0.02% −0.03
EXPE Expedia Group Inc. Reduce -64.8% 0.03% −0.03
EBAY eBay Inc. Reduce -54.5% 0.02% −0.03
PNOV Innovator U.S. Equity Power Reduce -3.1% 0.52% −0.03
MRUS Merus NV Sold out 0.00% −0.03
HII Huntington Ingalls Industrie Reduce -55.0% 0.03% −0.03

Portfolio Buys Q3 2025 → Q4 2025
QQQ Invesco QQQ Trust Series 1 New 1.06% +1.06
IYH iShares U.S. Healthcare ETF New 0.90% +0.90
IVW iShares S&P 500 Growth ETF Add +824.2% 0.87% +0.77
IWM iShares Russell 2000 ETF New 0.75% +0.75
IYM iShares U.S. Basic Materials New 0.49% +0.49
IDU iShares US Utilities ETF New 0.41% +0.41
AAPL Apple Inc. Add +0.3% 12.82% +0.36
MU Micron Technology Inc. Add +340.0% 0.35% +0.30
WBD Warner Bros Discovery Inc. New 0.30% +0.30
LRCX Lam Research Corp. Add +436.9% 0.34% +0.29
STX Seagate Technology Holdings Add +354.8% 0.25% +0.20
INTC Intel Corp. New 0.18% +0.18
GLW Corning Inc. New 0.17% +0.17
AMD Advanced Micro Devices Add +104.8% 0.26% +0.16
WDC Western Digital Corp. New 0.14% +0.14
EEM iShares MSCI Emerging Market New 0.10% +0.10
CIEN Ciena Corp. New 0.09% +0.09
TER Teradyne Inc. New 0.09% +0.09
ALB Albemarle Corp. New 0.08% +0.08
BMY Bristol-Myers Squibb Co. New 0.08% +0.08
ECHO Echostar Corp. Class A New 0.08% +0.08
IYZ iShares US Telecommunication Add +8.1% 0.95% +0.08
GOOG Alphabet Inc. Class C Add +0.9% 0.39% +0.08
MO Altria Group Inc. New 0.08% +0.08
MPLX MPLX LP New 0.07% +0.07
APPF Appfolio Inc. Class A New 0.07% +0.07
MEDP Medpace Holdings Inc. Add +322.7% 0.09% +0.07
ADBE Adobe Inc. Add +79.5% 0.16% +0.07
APH Amphenol Corp. Class A New 0.07% +0.07
CAT Caterpillar Inc. New 0.07% +0.07
NEM Newmont Corp. New 0.07% +0.07
GOOGL Alphabet Inc. Class A Add +47.8% 0.14% +0.06
LLY Eli Lilly & Co. Add +7.9% 0.20% +0.06
ISRG Intuitive Surgical Inc. New 0.06% +0.06
PCRX Pacira Biosciences Inc. New 0.06% +0.06
IJS iShares S&P Small-Cap 600 Va New 0.06% +0.06
CHRW C.H. Robinson Worldwide Inc. New 0.05% +0.05
PG The Procter & Gamble Co. New 0.05% +0.05
KLAC KLA Corp. New 0.05% +0.05
FSLR First Solar Inc. New 0.05% +0.05
KMB Kimberly-Clark Corp. New 0.05% +0.05
KHC The Kraft Heinz Co. New 0.05% +0.05
POST Post Holdings Inc. New 0.05% +0.05
LQD Ishr Ibx Usd Invgd CB ETF-Ui New 0.04% +0.04
INCY Incyte Corp. New 0.04% +0.04
AMAT Applied Materials Inc. New 0.04% +0.04
IYW iShares Ustechnology ETF Add +7.0% 0.93% +0.04
EA Electronic Arts Inc. New 0.04% +0.04
EFA iShares MSCI Eafe ETF New 0.03% +0.03
CAH Cardinal Health Inc. New 0.03% +0.03

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 180$1.1BAMZN, TSLA, AAPL, MSFT, IYE
Q1 2026 187$262.0MSH, GLD, BIL, GSST, JPST
Q4 2025 189$1.0BAMZN, TSLA, AAPL, MSFT, QQQ
Q3 2025 172$1.0BAMZN, TSLA, AAPL, MSFT, GLD
Q2 2025 113$872.1MAMZN, TSLA, AAPL, MSFT, QQQ
Q1 2025 106$201.9MDIA, SPY, IVW, GLD, GSST
Q4 2024 123$205.2MGSST, JPST, BIL, GLD, AMZN
Q3 2024 107$190.1MGSST, JPST, BIL, GLD, AMZN
Q2 2024 87$180.9MQQQ, IVW, SPY, AMZN, GLD
Q1 2024 80$143.0MQQQ, AMZN, GLD, SPY, IVE