Tradewinds, LLC.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Tradewinds, LLC. reported 210 stock positions worth $325.3 million. Its top holding was Nvidia (NVDA) at 6.1% of the portfolio, followed by Microsoft (MSFT, 5.3%) and Apple (AAPL, 5.1%). Compared with Q1 2024, it opened 145 new positions, sold out of 24, added to 42 and reduced 17. The biggest buy was a new position in Microsoft (MSFT) and the biggest sale Unitedhealth (UNH, shares −47%).

Most Recent 13F
Q2 2026
Location
RALEIGH, NC
CIK
0001932342
Portfolio Value
$325.3M (Q2 2024)
SEC Filing
0001932342-24-000003 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M$500.0M Q1 2024: $209.0M Q1 2024 Q2 2024: $325.3M $325.3M Q2 2024 Q3 2024: $324.8M Q3 2024 Q4 2024: $359.8M Q4 2024 Q1 2025: $354.4M Q1 2025 Q2 2025: $131.7M Q2 2025 Q3 2025: $410.6M Q3 2025 Q4 2025: $419.0M Q4 2025 Q1 2026: $310.3M Q1 2026 Q2 2026: $444.3M Q2 2026

Holdings 210 stocks · $325.3M
NVDA Nvidia Corp. 6.13% 161,517 $20.0M Add +11.2%
MSFT Microsoft Corp. 5.33% 38,782 $17.3M New
AAPL Apple Inc. 5.11% 78,901 $16.6M Add +43.1%
AMZN Amazon.com Inc. 3.29% 55,318 $10.7M Add +20.8%
PG The Procter & Gamble Co. 2.66% 52,462 $8.7M New
JPM JPMorgan Chase & Co. 2.47% 39,737 $8.0M Add +13.6%
GOOG Alphabet Inc. Class C 2.30% 40,734 $7.5M Add +4.4%
WMT Walmart Inc. 2.23% 107,364 $7.3M New
BRK.B Berkshire Hathaway Inc. Class B 2.23% 17,836 $7.3M Add +18.1%
UNH Unitedhealth Group Inc. 2.19% 13,974 $7.1M Reduce -46.8%
PEP Pepsico Inc. 1.92% 37,785 $6.2M New
V Visa Inc. Class A 1.89% 23,374 $6.1M Reduce -0.0%
GD General Dynamics Corp. 1.72% 19,242 $5.6M New
HON Honeywell International Inc. 1.71% 26,043 $5.6M New
CL Colgate-Palmolive Co. 1.67% 55,956 $5.4M New
MS Morgan Stanley 1.65% 55,152 $5.4M New
XME SS SPDR S&P Metals Mining 1.63% 89,452 $5.3M New
RSG Republic Services Inc. 1.61% 26,992 $5.2M New
DE Deere & Co. 1.61% 14,001 $5.2M New
LLY Eli Lilly & Co. 1.58% 5,677 $5.1M New
ITW Illinois Tool Works 1.48% 20,354 $4.8M New
CI The Cigna Group 1.43% 14,115 $4.7M New
ROK Rockwell Automation Inc. 1.42% 16,799 $4.6M New
FCNCA First Citizens Bcshs Class A 1.28% 2,473 $4.2M Add +307.4%
JPST JPMorgan Ultra-Short Income 1.22% 78,610 $4.0M Add +21.0%
VGT Vanguard Info Tech ETF 1.18% 6,652 $3.8M New
VOO Vanguard S&P 500 ETF 1.04% 6,776 $3.4M New
GOOGL Alphabet Inc. Class A 1.03% 18,451 $3.4M Add +905.5%
VTI VG Morningstar TS MKT ETF-US 0.99% 12,099 $3.2M New
XLE SS Energy Select Sector 0.92% 32,684 $3.0M New
JNJ Johnson & Johnson 0.84% 18,669 $2.7M New
QUAL iShares MSCI USA Quality Fac 0.83% 15,879 $2.7M New
CAT Caterpillar Inc. 0.81% 7,949 $2.6M New
XOM Exxon Mobil Corp. 0.77% 21,886 $2.5M Add +564.4%
DUK Duke Energy Corp. 0.77% 24,976 $2.5M Add +79.7%
MU Micron Technology Inc. 0.70% 17,264 $2.3M New
AMD Advanced Micro Devices 0.67% 13,420 $2.2M New
AMLP Alerian MLP ETF 0.66% 44,466 $2.1M New
CEM Clearbridge MLP & Midstream 0.65% 44,762 $2.1M New
IEO iShares U.S. Oil & Gas Explo 0.63% 20,443 $2.0M New
CVX Chevron Corp. 0.60% 12,538 $2.0M New
VUG Vanguard Mrngstar GR ETF-Sui 0.59% 5,155 $1.9M New
IVV iShares Core S&P 500 ETF 0.59% 3,518 $1.9M New
MRK Merck & Co. Inc. 0.59% 15,548 $1.9M Add +53.5%
ABBV Abbvie Inc. 0.58% 11,005 $1.9M Add +55.5%
VTIP Vanguard Short-Term Tips 0.54% 36,198 $1.8M New
TFC Truist Financial Corp. 0.53% 44,291 $1.7M Add +281.7%
MTUM iShares MSCI USA Momentum Fa 0.50% 8,286 $1.6M New
VIG Vanguard Dividend Apprec ETF 0.49% 8,810 $1.6M New
ULTA Ulta Beauty Inc. 0.46% 3,852 $1.5M New
BND Vanguard Total Bond Market 0.45% 20,183 $1.5M New
AVGO Broadcom Inc. 0.45% 903 $1.4M Add +243.3%
SMH Vaneck Semiconductor ETF 0.43% 5,316 $1.4M Add +17.8%
FNB FNB Corp. 0.39% 93,855 $1.3M New
CRWD CrowdStrike Holdings Inc. Class A 0.38% 3,199 $1.2M New
MCD McDonald's Corp. 0.37% 4,686 $1.2M New
AGG iShares Core U.S. Aggregate 0.36% 12,196 $1.2M New
VCR Vanguard Consumer Discre ETF 0.35% 3,694 $1.2M New
VYM Vanguard High DVD Yield ETF 0.35% 9,690 $1.1M New
D Dominion Energy Inc. 0.35% 23,063 $1.1M Add +143.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.32% 5,980 $1.0M New
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.30% 24,724 $983K Add +22.9%
MPC Marathon Petroleum Corp. 0.30% 5,657 $981K New
VHT Vanguard Health Care ETF 0.29% 3,607 $959K New
COPX Global X Copper Miners ETF 0.29% 21,172 $955K New
LQD Ishr Ibx Usd Invgd CB ETF-Ui 0.29% 8,875 $951K New
RY Royal Bank of Canada 0.29% 8,935 $951K New
WELL Welltower Inc. 0.29% 8,938 $932K New
KO The Coca-Cola Co. 0.28% 14,276 $909K New
SO The Southern Co. 0.28% 11,619 $901K New
NEE Nextera Energy Inc. 0.27% 12,326 $873K Reduce -2.8%
CSCO Cisco Systems Inc. 0.26% 18,009 $856K Add +33.8%
PSX Phillips 66 0.26% 6,026 $851K New
VZ Verizon Communications Inc. 0.26% 20,537 $847K Add +61.8%
TRV The Travelers Cos Inc. 0.26% 4,158 $845K Add +7.9%
WM Waste Management Inc. 0.25% 3,875 $827K Reduce -2.9%
MRVL Marvell Technology Inc. 0.25% 11,685 $817K New
COST Costco Wholesale Corp. 0.25% 938 $797K Reduce -74.1%
FANG Diamondback Energy Inc. 0.24% 3,952 $791K New
AMGN Amgen Inc. 0.24% 2,514 $786K Add +13.3%
PANW Palo Alto Networks Inc. 0.24% 2,287 $775K New
EMR Emerson Electric Co. 0.23% 6,853 $755K New
AEP American Electric Power 0.22% 8,274 $726K Add +4.2%
ABT Abbott Laboratories 0.22% 6,945 $722K Add +25.2%
ADP Automatic Data Processing 0.22% 2,952 $705K Add +25.0%
USMV iShares MSCI USA Min Vol Fac 0.22% 8,375 $703K New
VBR Vngrd Mrngst SL-CP Val ETF-U 0.21% 3,816 $697K New
T AT&T Inc. 0.21% 36,426 $696K Add +9.1%
VXF Vanguard Extended Market ETF 0.21% 4,017 $678K New
CMCSA Comcast Corp. Class A 0.21% 17,234 $675K Reduce -5.3%
CSX CSX Corp. 0.20% 19,826 $663K New
HD Home Depot Inc. 0.20% 1,847 $636K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.19% 2,514 $628K New
RTX RTX Corp. 0.19% 6,200 $622K Add +104.3%
SBUX Starbucks Corp. 0.19% 7,933 $618K New
LOW Lowe's Cos Inc. 0.19% 2,780 $613K New
UPS United Parcel Service Class B 0.19% 4,406 $603K New
LMT Lockheed Martin Corp. 0.18% 1,265 $591K New
PM Philip Morris International 0.18% 5,764 $584K New
VXUS Vanguard Total Intl Stock 0.18% 9,556 $576K New
UNP Union Pacific Corp. 0.18% 2,546 $576K New
JEPI JPMorgan Equity Premium Inco 0.18% 10,161 $576K New
KMB Kimberly-Clark Corp. 0.18% 4,136 $572K New
INTU Intuit Inc. 0.18% 868 $571K New
WFC Wells Fargo & Co. 0.17% 9,077 $539K New
INTC Intel Corp. 0.16% 16,621 $515K New
OKE Oneok Inc. 0.16% 6,310 $515K New
VOOG Vanguard S&P 500 Growth ETF 0.16% 1,528 $510K New
BLK BlackRock Finance Inc. 0.16% 641 $505K Add +5.6%
TGT Target Corp. 0.15% 3,398 $503K Reduce -11.1%
NVO Novo-Nordisk A/S-Spons ADR 0.15% 3,350 $478K New
QCOM Qualcomm Inc. 0.14% 2,367 $471K New
WAL Western Alliance Bancorp 0.14% 7,455 $468K New
EOG EOG Resources Inc. 0.14% 3,721 $468K Reduce -3.7%
HRB H&R Block Inc. filed as BLOCK H & R INC 0.14% 8,581 $465K No change
IWM iShares Russell 2000 ETF 0.14% 2,290 $465K New
GE General Electric filed as GE AEROSPACE 0.14% 2,893 $460K New
XSD SS SPDR S&P Semiconductor 0.14% 1,852 $458K No change
IJH iShares Core S&P Midcap ETF 0.14% 7,705 $451K New
XHB SS SPDR S&P Homebldrs ETF 0.14% 4,409 $446K New
PPG PPG Industries Inc. 0.14% 3,526 $444K New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.14% 7,332 $439K Add +2.4%
MRSH Marsh & McLennan Cos 0.13% 2,078 $438K New
AFL Aflac Inc. 0.13% 4,883 $436K Add +1.8%
QTEC First Trust Nasdq 100 Tech I 0.13% 2,085 $412K New
STWD Starwood Property Trust Inc. 0.13% 21,715 $411K Add +8.1%
FUL H.B. Fuller Co. filed as FULLER H B CO 0.12% 5,193 $400K New
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.12% 4,415 $396K No change
EEM iShares MSCI Emerging Market 0.12% 9,288 $396K New
COP Conocophillips 0.12% 3,438 $393K Add +76.8%
MO Altria Group Inc. 0.12% 8,604 $392K New
BOTZ Global X Robotics & Artifici 0.12% 12,667 $391K New
ENB Enbridge Inc. 0.12% 10,883 $387K Add +31.3%
VLO Valero Energy Corp. 0.12% 2,411 $378K New
META Meta Platforms Inc. Class A 0.12% 748 $377K Add +5.7%
DOV Dover Corp. 0.12% 2,086 $377K New
GILD Gilead Sciences Inc. 0.12% 5,465 $375K New
IVW iShares S&P 500 Growth ETF 0.11% 4,014 $371K New
VEA Vanguard Ftse Developed ETF 0.11% 7,348 $363K New
PFE Pfizer Inc. 0.11% 12,940 $362K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 1,490 $361K New
DNP DNP Select Income Fund Inc. 0.11% 43,449 $357K New
HSY The Hershey Co. 0.11% 1,925 $354K New
BX Blackstone Inc. 0.10% 2,723 $337K Add +0.6%
RSP Invesco S&P 500 Equal Weight 0.10% 2,046 $336K Reduce -41.4%
CIEN Ciena Corp. 0.10% 6,900 $332K New
GPC Genuine Parts Co. 0.10% 2,368 $328K New
IWF iShares Russell 1000 Growth 0.10% 873 $318K New
LHX L3HARRIS Technologies Inc. 0.09% 1,366 $307K New
AMAT Applied Materials Inc. 0.09% 1,294 $305K New
SKYY First Trust Cloud Computing 0.09% 3,144 $300K Reduce -1.6%
SYY Sysco Corp. 0.09% 4,129 $295K New
LDOS Leidos Holdings Inc. 0.09% 2,000 $292K New
IVE iShares S&P 500 Value ETF 0.09% 1,599 $291K New
VIS Vanguard Industrials ETF 0.09% 1,233 $290K Add +12.8%
ACN Accenture PLC Class A 0.09% 943 $286K Add +9.9%
C Citigroup Inc. 0.09% 4,507 $286K New
REGN Regeneron Pharmaceuticals 0.09% 272 $286K New
NSC Norfolk Southern Corp. 0.09% 1,320 $283K New
CP Canadian Pacific Kansas City 0.08% 3,504 $276K New
AMT American Tower Corp. 0.08% 1,416 $275K Reduce -18.2%
CTVA Corteva Inc. 0.08% 5,035 $272K Add +2.8%
VTV Vanguard Mrngstr Val ETF-Aui 0.08% 1,683 $270K New
ADI Analog Devices Inc. 0.08% 1,182 $270K New
BIIB Biogen Inc. 0.08% 1,128 $261K No change
ITOT iShares Core S&P Total U.S. 0.08% 2,183 $259K New
EPD Enterprise Products Partners 0.08% 8,929 $259K New
EIX Edison International 0.08% 3,510 $252K New
GM General Motors Co. 0.08% 5,410 $251K New
IEFA iShares Core MSCI Eafe ETF 0.08% 3,414 $248K Add +2.5%
KIE SS SPDR S&P Insurance ETF 0.08% 4,972 $248K No change
STZ Constellation Brands Inc. Class A 0.07% 945 $243K New
MMM 3M Co. 0.07% 2,359 $241K Reduce -29.8%
SLG SL Green Realty Corp. 0.07% 4,250 $241K New
IXUS iShares Core Intl Stock ETF 0.07% 3,554 $240K No change
DELL Dell Technologies -C 0.07% 1,736 $239K New
TXN Texas Instruments Inc. 0.07% 1,217 $237K New
VWO Vanguard Ftse Emerging Marke 0.07% 5,403 $236K New
WMB Williams Cos Inc. 0.07% 5,536 $235K New
LIN Linde PLC 0.07% 535 $235K Reduce -4.8%
XEL Xcel Energy Inc. 0.07% 4,391 $235K Add +4.5%
EMN Eastman Chemical Co. 0.07% 2,387 $234K New
ED Consolidated Edison Inc. 0.07% 2,605 $233K New
RFG Invesco S&P Midcap 400 Pure 0.07% 4,757 $232K Reduce -0.5%
TSM Taiwan Semiconductor-SP ADR 0.07% 1,334 $232K New
GSK GSK PLC-Spon ADR 0.07% 5,973 $230K New
RPG Invesco S&P 500 Pure Growth 0.07% 6,156 $229K Reduce -1.3%
BP BP PLC-Spons ADR 0.07% 6,342 $229K New
NOC Northrop Grumman Corp. 0.07% 520 $227K New
GLW Corning Inc. 0.07% 5,680 $221K New
PRU Prudential Financial Inc. 0.07% 1,868 $219K New
FISV Fiserv Inc. 0.07% 1,462 $218K New
GBIL Goldman Sachs Access Treasur 0.07% 2,152 $215K New
GSLC Goldman Activebeta US LC ETF 0.07% 1,992 $213K New
SYK Stryker Corp. 0.06% 620 $211K New
DGX Quest Diagnostics Inc. 0.06% 1,538 $210K Reduce -61.7%
AMCR Amcor PLC 0.06% 21,217 $208K Add +0.0%
EOI Eaton Vance Enhanced Eq Incm 0.06% 10,623 $206K New
IIM Invesco Value Municipal Inco 0.06% 16,652 $205K New
BMY Bristol-Myers Squibb Co. 0.06% 4,948 $205K New
RSPM Invesco S&P 500 Equal Weight 0.06% 5,955 $205K Reduce -0.8%
ORCL Oracle Corp. 0.06% 1,445 $204K New
KVUE Kenvue Inc. 0.06% 11,185 $203K Add +8.7%
PULS Pgim Ultra Short Bond ETF 0.06% 4,073 $202K New
UA Under Armour Inc. Class C 0.05% 25,500 $167K New
NZF Nuveen Municipal Credit Inc. 0.05% 12,308 $152K New
AFB Allianceberstein NTL Muni 0.04% 13,100 $146K New
XNEAX Nuveen Amt-FR QLTY Muni Inc. 0.04% 12,228 $140K New
EIM Eaton Vance Municipal Bond 0.04% 11,138 $118K New
MMT Aberdeen Multimarket Income 0.03% 21,012 $98K New

Portfolio Sells Q1 2024 → Q2 2024
UNH Unitedhealth Group Inc. Reduce -46.8% 2.19% −4.10
APD Air Products & Chemicals Inc. Sold out 0.00% −1.77
V Visa Inc. Class A Reduce -0.0% 1.89% −1.20
COST Costco Wholesale Corp. Reduce -74.1% 0.25% −0.90
SPYG SS SPDR P S&P 500 Growth ETF Sold out 0.00% −0.74
MSCI MSCI Inc. Sold out 0.00% −0.74
CRM Salesforce Inc. Sold out 0.00% −0.43
TSLA Tesla Inc. Sold out 0.00% −0.36
ASML ASML Holding NV-NY Reg SHS Sold out 0.00% −0.22
DGX Quest Diagnostics Inc. Reduce -61.7% 0.06% −0.20
GLD SPDR Gold Shares Sold out 0.00% −0.18
PSA Public Storage Sold out 0.00% −0.17
MA Mastercard Inc. Class A Sold out 0.00% −0.17
RSP Invesco S&P 500 Equal Weight Reduce -41.4% 0.10% −0.17
CMCSA Comcast Corp. Class A Reduce -5.3% 0.21% −0.17
DHI D.R. Horton Inc. Sold out 0.00% −0.16
WM Waste Management Inc. Reduce -2.9% 0.25% −0.15
ENTG Entegris Inc. Sold out 0.00% −0.15
VONG Vanguard Russell 1000 Growth Sold out 0.00% −0.15
SPGI S&P Global Inc. Sold out 0.00% −0.15
TGT Target Corp. Reduce -11.1% 0.15% −0.15
CBOE Cboe Global Markets Inc. Sold out 0.00% −0.14
NFLX Netflix Inc. Sold out 0.00% −0.13
AMP Ameriprise Financial Inc. Sold out 0.00% −0.13
XLK SS Technology Select Sector Sold out 0.00% −0.12
NEE Nextera Energy Inc. Reduce -2.8% 0.27% −0.12
ANSS Ansys Inc. Sold out 0.00% −0.12
A Agilent Technologies Inc. Sold out 0.00% −0.12
XLI SS Industrial Select Sector Sold out 0.00% −0.11
VGSH Vanguard Short-Term Treasury Sold out 0.00% −0.10
AER Aercap Holdings NV Sold out 0.00% −0.10
MMM 3M Co. Reduce -29.8% 0.07% −0.10
AKAM Akamai Technologies Inc. Sold out 0.00% −0.10
KEYS Keysight Technologies Inc. Sold out 0.00% −0.10
AMT American Tower Corp. Reduce -18.2% 0.08% −0.09
EOG EOG Resources Inc. Reduce -3.7% 0.14% −0.09
SKYY First Trust Cloud Computing Reduce -1.6% 0.09% −0.05
RFG Invesco S&P Midcap 400 Pure Reduce -0.5% 0.07% −0.04
RSPM Invesco S&P 500 Equal Weight Reduce -0.8% 0.06% −0.04
RPG Invesco S&P 500 Pure Growth Reduce -1.3% 0.07% −0.04
LIN Linde PLC Reduce -4.8% 0.07% −0.04

Portfolio Buys Q1 2024 → Q2 2024
MSFT Microsoft Corp. New 5.33% +5.33
PG The Procter & Gamble Co. New 2.66% +2.66
WMT Walmart Inc. New 2.23% +2.23
PEP Pepsico Inc. New 1.92% +1.92
GD General Dynamics Corp. New 1.72% +1.72
HON Honeywell International Inc. New 1.71% +1.71
CL Colgate-Palmolive Co. New 1.67% +1.67
MS Morgan Stanley New 1.65% +1.65
XME SS SPDR S&P Metals Mining New 1.63% +1.63
RSG Republic Services Inc. New 1.61% +1.61
DE Deere & Co. New 1.61% +1.61
LLY Eli Lilly & Co. New 1.58% +1.58
ITW Illinois Tool Works New 1.48% +1.48
CI The Cigna Group New 1.43% +1.43
ROK Rockwell Automation Inc. New 1.42% +1.42
VGT Vanguard Info Tech ETF New 1.18% +1.18
VOO Vanguard S&P 500 ETF New 1.04% +1.04
VTI VG Morningstar TS MKT ETF-US New 0.99% +0.99
XLE SS Energy Select Sector New 0.92% +0.92
GOOGL Alphabet Inc. Class A Add +905.5% 1.03% +0.90
JNJ Johnson & Johnson New 0.84% +0.84
QUAL iShares MSCI USA Quality Fac New 0.83% +0.83
CAT Caterpillar Inc. New 0.81% +0.81
FCNCA First Citizens Bcshs Class A Add +307.4% 1.28% +0.81
MU Micron Technology Inc. New 0.70% +0.70
AMD Advanced Micro Devices New 0.67% +0.67
AMLP Alerian MLP ETF New 0.66% +0.66
CEM Clearbridge MLP & Midstream New 0.65% +0.65
IEO iShares U.S. Oil & Gas Explo New 0.63% +0.63
CVX Chevron Corp. New 0.60% +0.60
VUG Vanguard Mrngstar GR ETF-Sui New 0.59% +0.59
IVV iShares Core S&P 500 ETF New 0.59% +0.59
XOM Exxon Mobil Corp. Add +564.4% 0.77% +0.59
AAPL Apple Inc. Add +43.1% 5.11% +0.59
VTIP Vanguard Short-Term Tips New 0.54% +0.54
MTUM iShares MSCI USA Momentum Fa New 0.50% +0.50
VIG Vanguard Dividend Apprec ETF New 0.49% +0.49
NVDA Nvidia Corp. Add +11.2% 6.13% +0.48
ULTA Ulta Beauty Inc. New 0.46% +0.46
BND Vanguard Total Bond Market New 0.45% +0.45
FNB FNB Corp. New 0.39% +0.39
CRWD CrowdStrike Holdings Inc. Class A New 0.38% +0.38
MCD McDonald's Corp. New 0.37% +0.37
AGG iShares Core U.S. Aggregate New 0.36% +0.36
VCR Vanguard Consumer Discre ETF New 0.35% +0.35
VYM Vanguard High DVD Yield ETF New 0.35% +0.35
IBM Intl Business Machines Corp. New 0.32% +0.32
TFC Truist Financial Corp. Add +281.7% 0.53% +0.31
AVGO Broadcom Inc. Add +243.3% 0.45% +0.31
MPC Marathon Petroleum Corp. New 0.30% +0.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 215$444.3MAAPL, NVDA, DFIV, AMZN, JPST
Q1 2026 153$310.3MNVDA, AAPL, MSFT, AMZN, GOOG
Q4 2025 214$419.0MNVDA, AAPL, MSFT, DFIV, JPST
Q3 2025 210$410.6MNVDA, MSFT, AAPL, JPM, AMZN
Q2 2025 82$131.7MSPYM, SCHD, IUSG, FBND, IJH
Q1 2025 211$354.4MAAPL, NVDA, MSFT, AMZN, JPM
Q4 2024 215$359.8MNVDA, AAPL, MSFT, AMZN, JPM
Q3 2024 160$324.8MNVDA, AAPL, MSFT, AMZN, PG
Q2 2024 210$325.3MNVDA, MSFT, AAPL, AMZN, PG
Q1 2024 89$209.0MSMH, UNH, NVDA, AAPL, AMZN