Venture Visionary Partners LLC
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 21, 2024), Venture Visionary Partners LLC reported 536 stock positions worth $2.3 billion. Its top holding was Microsoft (MSFT) at 4.0% of the portfolio, followed by Apple (AAPL, 3.6%) and SS SPDR S&P 500 ETF Trust-US (SPY, 2.9%). Compared with Q2 2024, it opened 32 new positions, sold out of 36, added to 189 and reduced 254. The biggest buy was Invesco QQQ Trust Series 1 (QQQ, shares +22%) and the biggest sale Microsoft (MSFT, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- Sylvania, OH
- CIK
- 0001792283
- Portfolio Value
- $2.3B (Q3 2024)
- SEC Filing
- 0001172661-24-004319 ↗ filed Oct 21, 2024
Holdings Value
Holdings 536 stocks · $2.3B
| MSFT Microsoft Corp. | 3.99% | 209,388 | $90.1M | Reduce -1.5% |
| AAPL Apple Inc. | 3.61% | 349,192 | $81.4M | Add +0.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.87% | 112,834 | $64.7M | Add +1.4% |
| RSP Invesco S&P 500 Equal Weight | 2.84% | 357,654 | $64.1M | Add +0.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 2.70% | 158,528 | $60.9M | Add +4.4% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 2.26% | 193,303 | $51.0M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.05% | 94,846 | $46.3M | Add +21.5% |
| JPM JPMorgan Chase & Co. | 2.04% | 218,119 | $46.0M | Add +0.8% |
| IBDW iShares Ibonds Dec 2031 Corp. | 1.83% | 1,940,759 | $41.2M | Add +15.7% |
| AMZN Amazon.com Inc. | 1.59% | 192,660 | $35.9M | Add +2.5% |
| SCHD Schwab US DVD Equity ETF | 1.58% | 420,343 | $35.5M | Add +0.7% |
| GOOGL Alphabet Inc. Class A | 1.41% | 192,129 | $31.9M | Reduce -0.5% |
| IBDU iShares Ibonds Dec 2029 Term | 1.29% | 1,241,723 | $29.2M | Add +19.0% |
| VYM Vanguard High DVD Yield ETF | 1.24% | 217,700 | $27.9M | Add +0.5% |
| V Visa Inc. Class A | 1.12% | 92,060 | $25.3M | Add +2.7% |
| EPI Wisdomtree India Earnings | 1.12% | 499,759 | $25.2M | Add +7.5% |
| META Meta Platforms Inc. Class A | 1.10% | 43,503 | $24.9M | Add +8.4% |
| NVDA Nvidia Corp. | 1.10% | 203,567 | $24.7M | Add +8.7% |
| VTI VG Morningstar TS MKT ETF-US | 1.06% | 84,607 | $24.0M | Reduce -6.5% |
| RTX RTX Corp. | 1.01% | 188,150 | $22.8M | Reduce -0.6% |
| VOO Vanguard S&P 500 ETF | 1.00% | 42,908 | $22.6M | Add +7.1% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.94% | 121,042 | $21.1M | Add +0.5% |
| IEFA iShares Core MSCI Eafe ETF | 0.90% | 260,782 | $20.4M | Reduce -3.5% |
| IBDV iShares Ibonds Dec 2030 Corp. | 0.86% | 872,273 | $19.3M | Add +7.8% |
| IWD iShares Russell 1000 Value E | 0.83% | 99,157 | $18.8M | Add +5.0% |
| ANDE The Andersons Inc. | 0.83% | 372,196 | $18.7M | Reduce -0.3% |
| PG The Procter & Gamble Co. | 0.77% | 99,924 | $17.3M | Reduce -1.8% |
| HD Home Depot Inc. | 0.75% | 41,908 | $17.0M | Reduce -5.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.75% | 36,719 | $16.9M | Reduce -1.7% |
| AVGO Broadcom Inc. | 0.72% | 94,445 | $16.3M | Reduce -1.1% |
| JNJ Johnson & Johnson | 0.71% | 99,315 | $16.1M | Reduce -3.3% |
| VIG Vanguard Dividend Apprec ETF | 0.70% | 79,228 | $15.7M | Add +6.7% |
| CVX Chevron Corp. | 0.68% | 104,227 | $15.3M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 0.68% | 31,051 | $15.3M | Add +1.0% |
| IJR iShares Core S&P Small-Cap E | 0.67% | 129,633 | $15.2M | Reduce -3.6% |
| IGV iShares Expanded Tech-Softwa | 0.64% | 162,706 | $14.5M | Add +5.0% |
| AMGN Amgen Inc. | 0.63% | 44,302 | $14.3M | Reduce -0.3% |
| XOM Exxon Mobil Corp. | 0.58% | 111,900 | $13.1M | Reduce -8.4% |
| GBIL Goldman Sachs Access Treasur | 0.57% | 127,242 | $12.8M | Add +81.9% |
| ARKK ARK Innovation ETF | 0.56% | 266,838 | $12.7M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 0.55% | 74,713 | $12.5M | Add +3.1% |
| PFE Pfizer Inc. | 0.55% | 431,252 | $12.5M | Add +2.0% |
| LIN Linde PLC | 0.55% | 25,978 | $12.4M | Add +0.5% |
| IVV iShares Core S&P 500 ETF | 0.55% | 21,476 | $12.4M | Add +1.5% |
| XLK SS Technology Select Sector | 0.55% | 54,444 | $12.3M | Add +5.7% |
| NEE Nextera Energy Inc. | 0.53% | 140,726 | $11.9M | Add +1.6% |
| IWO iShares Russell 2000 Growth | 0.52% | 41,163 | $11.7M | Add +4.9% |
| TLT iShares 20+ Year Treasury BD | 0.52% | 118,991 | $11.7M | Add +28.2% |
| COWZ Pacer US Cash Cows 100 ETF | 0.52% | 201,263 | $11.6M | Add +9.9% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.50% | 47,629 | $11.3M | Add +0.2% |
| CAT Caterpillar Inc. | 0.49% | 28,337 | $11.1M | Add +1.7% |
| MCD McDonald's Corp. | 0.49% | 36,340 | $11.1M | Reduce -1.7% |
| PEP Pepsico Inc. | 0.48% | 63,986 | $10.9M | Reduce -0.9% |
| TSLA Tesla Inc. | 0.48% | 41,371 | $10.8M | Add +1.5% |
| WELL Welltower Inc. | 0.47% | 83,067 | $10.6M | Reduce -5.4% |
| KO The Coca-Cola Co. | 0.47% | 146,837 | $10.6M | Reduce -2.5% |
| DGRW Wisdomtree U.S. Quality Divi | 0.46% | 126,009 | $10.5M | Add +8.0% |
| UNH Unitedhealth Group Inc. | 0.46% | 17,906 | $10.5M | Reduce -4.2% |
| QCOM Qualcomm Inc. | 0.46% | 61,359 | $10.4M | Add +16.7% |
| NFLX Netflix Inc. | 0.45% | 14,461 | $10.3M | Add +0.4% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.45% | 38,778 | $10.2M | Add +0.0% |
| WMT Walmart Inc. | 0.44% | 123,620 | $10.0M | Reduce -2.6% |
| CSCO Cisco Systems Inc. | 0.42% | 178,002 | $9.5M | Reduce -1.6% |
| MPC Marathon Petroleum Corp. | 0.41% | 56,741 | $9.2M | Add +2.1% |
| IWF iShares Russell 1000 Growth | 0.41% | 24,613 | $9.2M | Reduce -1.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.41% | 230,965 | $9.2M | Reduce -4.8% |
| CHAT Roundhill Gen AI & Tech ETF | 0.40% | 240,734 | $9.0M | Add +5.3% |
| XLC SS Comm Select Sector SPDR | 0.40% | 99,622 | $9.0M | Add +8.1% |
| FSLR First Solar Inc. | 0.40% | 36,086 | $9.0M | Add +1.1% |
| PSX Phillips 66 | 0.40% | 67,882 | $8.9M | Reduce -7.1% |
| HSY The Hershey Co. | 0.39% | 46,429 | $8.9M | Add +1.7% |
| ABBV Abbvie Inc. | 0.39% | 44,768 | $8.8M | Reduce -0.6% |
| LMT Lockheed Martin Corp. | 0.39% | 14,981 | $8.8M | Add +2.5% |
| LOW Lowe's Cos Inc. | 0.38% | 31,602 | $8.6M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.37% | 86,237 | $8.3M | Add +3.5% |
| O Realty Income Corp. | 0.37% | 129,855 | $8.2M | Add +0.7% |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 214,278 | $8.0M | Reduce -14.5% |
| EFA iShares MSCI Eafe ETF | 0.35% | 93,375 | $7.8M | Add +6.8% |
| AVUV Avantis US Small Cap Value | 0.34% | 78,865 | $7.6M | Add +17.4% |
| COST Costco Wholesale Corp. | 0.33% | 8,468 | $7.5M | Reduce -3.1% |
| CME Cme Group Inc. | 0.33% | 33,797 | $7.5M | Add +0.9% |
| AMP Ameriprise Financial Inc. | 0.33% | 15,870 | $7.5M | Add +0.2% |
| IWN iShares Russell 2000 Value E | 0.31% | 41,572 | $6.9M | Reduce -6.4% |
| ADBE Adobe Inc. | 0.31% | 13,311 | $6.9M | Add +0.3% |
| AXP American Express Co. | 0.29% | 24,251 | $6.6M | Reduce -2.3% |
| XRT SS SPDR S&P Retail ETF | 0.29% | 83,771 | $6.5M | Add +5.6% |
| NOW ServiceNow Inc. | 0.29% | 7,254 | $6.5M | Reduce -0.7% |
| CB Chubb Ltd. | 0.29% | 22,481 | $6.5M | Add +4.9% |
| RF Regions Financial Corp. | 0.28% | 274,345 | $6.4M | Reduce -12.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.28% | 26,107 | $6.4M | Add +1.3% |
| CRM Salesforce Inc. | 0.28% | 23,142 | $6.3M | Reduce -0.6% |
| IWM iShares Russell 2000 ETF | 0.28% | 28,638 | $6.3M | Add +2.8% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.28% | 9 | $6.2M | Reduce -18.2% |
| XLF SS Financial Select Sector | 0.27% | 134,088 | $6.1M | Add +7.8% |
| KRE SS SPDR S&P Regional Bank | 0.27% | 106,921 | $6.1M | Reduce -54.9% |
| MRK Merck & Co. Inc. | 0.27% | 53,180 | $6.0M | Reduce -4.3% |
| VZ Verizon Communications Inc. | 0.26% | 131,058 | $5.9M | Reduce -9.5% |
| AEP American Electric Power | 0.26% | 57,311 | $5.9M | Add +2.1% |
| ROK Rockwell Automation Inc. | 0.26% | 21,645 | $5.8M | Add +1.7% |
| CR Crane Co. | 0.26% | 36,446 | $5.8M | Add +1.3% |
Options reported separately and not counted above: ARM calls ($7.5M), PCT calls ($48K), ENVX calls ($47K), CRWD calls ($28K), ASPN calls ($17K), GT calls ($11K), OI calls ($4K), F calls ($1K), MSOS calls ($717).
Other holdings (6): bonds, preferreds, convertibles and warrants · $39.4M (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | 813,847 | $19.8M | Add +48.0% |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | 758,976 | $18.4M | Add +3.1% |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | 22,474 | $567K | Reduce -19.1% |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | 19,777 | $496K | Reduce -1.5% |
| PROSPECT CAPITAL CORP (PSEC 6.375 03/01/25) | NOTE 6.375% 3/0 · principal | 14,000 | $14K | No change |
| WBXWF Wallbox BV Class A -CW26 | *W EXP 10/01/202 | 27,500 | $3K | No change |
Total filed on the 13F, all lines: $2.3B.
Portfolio Sells Q2 2024 → Q3 2024
| MSFT Microsoft Corp. | Reduce -1.5% | 3.99% | −0.45 |
| XOP SS SPDR S&P Og Exp & Prod | Reduce -87.8% | 0.05% | −0.43 |
| BLK BlackRock Finance Inc. | Sold out | 0.00% | −0.40 |
| DG Dollar General Corp. | Reduce -93.1% | 0.01% | −0.30 |
| KRE SS SPDR S&P Regional Bank | Reduce -54.9% | 0.27% | −0.28 |
| EWZ iShares MSCI Brazil ETF | Reduce -73.1% | 0.09% | −0.23 |
| GOOGL Alphabet Inc. Class A | Reduce -0.5% | 1.41% | −0.23 |
| EWW iShares MSCI Mexico ETF | Reduce -82.3% | 0.04% | −0.21 |
| XLE SS Energy Select Sector | Reduce -50.4% | 0.12% | −0.15 |
| TDY Teledyne Technologies Inc. | Sold out | 0.00% | −0.14 |
| NE Noble Corp. PLC | Sold out | 0.00% | −0.10 |
| PSX Phillips 66 | Reduce -7.1% | 0.40% | −0.09 |
| CVX Chevron Corp. | Reduce -0.3% | 0.68% | −0.08 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.08 |
| CWH Camping World Holdings Inc. Class A | Reduce -90.1% | 0.01% | −0.08 |
| XOM Exxon Mobil Corp. | Reduce -8.4% | 0.58% | −0.08 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -6.5% | 1.06% | −0.07 |
| LULU Lululemon Athletica Inc. | Reduce -74.3% | 0.02% | −0.07 |
| SPDW Ste STR SPDR PT DW Eu ETF | Reduce -27.6% | 0.16% | −0.06 |
| SCCO Southern Copper Corp. | Reduce -71.4% | 0.02% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -4.3% | 0.27% | −0.05 |
| IEMG iShares Core MSCI Emerging | Reduce -41.7% | 0.08% | −0.05 |
| BX Blackstone Inc. | Reduce -30.0% | 0.24% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -36.2% | 0.07% | −0.05 |
| INTC Intel Corp. | Reduce -15.6% | 0.07% | −0.05 |
| GES Guess? Inc. | Sold out | 0.00% | −0.05 |
| BAC Bank of America Corp. | Reduce -4.8% | 0.41% | −0.04 |
| CELH Celsius Holdings Inc. | Sold out | 0.00% | −0.04 |
| DVN Devon Energy Corp. | Reduce -37.4% | 0.04% | −0.04 |
| MRSH Marsh & McLennan Cos | Reduce -39.6% | 0.06% | −0.04 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -18.2% | 0.28% | −0.04 |
| KRANESHARES TRUST | Reduce -41.2% | 0.04% | −0.04 |
| ANDE The Andersons Inc. | Reduce -0.3% | 0.83% | −0.04 |
| SCHW Schwab (charles) Corp. | Reduce -28.4% | 0.06% | −0.04 |
| MSOS Advisorshares Pure US Cann | Reduce -57.2% | 0.02% | −0.04 |
| FANG Diamondback Energy Inc. | Reduce -13.6% | 0.09% | −0.04 |
| SCHO Schwab Short-Term US Treas | Sold out | 0.00% | −0.03 |
| PINS Pinterest Inc. Class A | Reduce -3.2% | 0.06% | −0.03 |
| JPST JPMorgan Ultra-Short Income | Sold out | 0.00% | −0.03 |
| LYB Lyondellbasell Indu Class A | Reduce -56.1% | 0.02% | −0.03 |
| ET Energy Transfer LP | Reduce -15.0% | 0.10% | −0.03 |
| F Ford Motor Co. | Reduce -17.9% | 0.05% | −0.03 |
| SPSB SS SPDR P St C Corp. ETF | Sold out | 0.00% | −0.02 |
| SNOW Snowflake Inc. | Reduce -24.5% | 0.03% | −0.02 |
| COP Conocophillips | Reduce -6.9% | 0.09% | −0.02 |
| LLY Eli Lilly & Co. | Reduce -0.4% | 0.26% | −0.02 |
| BND Vanguard Total Bond Market | Sold out | 0.00% | −0.02 |
| ENVX Enovix Corp. | Reduce -17.6% | 0.02% | −0.02 |
| WIP State Street SPDR Ftse Inter | Sold out | 0.00% | −0.02 |
| VZ Verizon Communications Inc. | Reduce -9.5% | 0.26% | −0.02 |
Portfolio Buys Q2 2024 → Q3 2024
| QQQ Invesco QQQ Trust Series 1 | Add +21.5% | 2.05% | +0.30 |
| GBIL Goldman Sachs Access Treasur | Add +81.9% | 0.57% | +0.24 |
| IBDW iShares Ibonds Dec 2031 Corp. | Add +15.7% | 1.83% | +0.23 |
| APP AppLovin Corp. Class A | Add +257.9% | 0.24% | +0.20 |
| IBDU iShares Ibonds Dec 2029 Term | Add +19.0% | 1.29% | +0.19 |
| AAPL Apple Inc. | Add +0.6% | 3.61% | +0.19 |
| IHDG Wisdomtree International Hed | New | 0.18% | +0.18 |
| META Meta Platforms Inc. Class A | Add +8.4% | 1.10% | +0.16 |
| TLT iShares 20+ Year Treasury BD | Add +28.2% | 0.52% | +0.12 |
| DKNG Draftkings Inc. Class A | Add +159.1% | 0.19% | +0.12 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +2.0% | 2.26% | +0.12 |
| TSLA Tesla Inc. | Add +1.5% | 0.48% | +0.10 |
| JGRO JPMorgan Active Growth ETF | New | 0.10% | +0.10 |
| RSP Invesco S&P 500 Equal Weight | Add +0.0% | 2.84% | +0.09 |
| DFAC Dimensional US Core Equity 2 | Add +45.0% | 0.26% | +0.08 |
| SBRA Sabra Health Care REIT Inc. | New | 0.07% | +0.07 |
| PDD PDD Holdings Inc. | New | 0.07% | +0.07 |
| LMT Lockheed Martin Corp. | Add +2.5% | 0.39% | +0.07 |
| NEE Nextera Energy Inc. | Add +1.6% | 0.53% | +0.07 |
| EPI Wisdomtree India Earnings | Add +7.5% | 1.12% | +0.07 |
| VAL Valaris Ltd. | New | 0.07% | +0.07 |
| VOO Vanguard S&P 500 ETF | Add +7.1% | 1.00% | +0.07 |
| IWD iShares Russell 1000 Value E | Add +5.0% | 0.83% | +0.06 |
| VIG Vanguard Dividend Apprec ETF | Add +6.7% | 0.70% | +0.06 |
| BMY Bristol-Myers Squibb Co. | Add +10.5% | 0.25% | +0.06 |
| SCHD Schwab US DVD Equity ETF | Add +0.7% | 1.58% | +0.06 |
| CAT Caterpillar Inc. | Add +1.7% | 0.49% | +0.06 |
| AVUV Avantis US Small Cap Value | Add +17.4% | 0.34% | +0.05 |
| ORCL Oracle Corp. | Add +25.8% | 0.18% | +0.05 |
| IBDV iShares Ibonds Dec 2030 Corp. | Add +7.8% | 0.86% | +0.05 |
| PYPL PayPal Holdings Inc. | Add +4.1% | 0.20% | +0.05 |
| COWZ Pacer US Cash Cows 100 ETF | Add +9.9% | 0.52% | +0.05 |
| O Realty Income Corp. | Add +0.7% | 0.37% | +0.05 |
| VRT Vertiv Holdings Co. Class A | New | 0.05% | +0.05 |
| MA Mastercard Inc. Class A | Add +1.0% | 0.68% | +0.05 |
| KSS Kohls Corp. | New | 0.04% | +0.04 |
| RH RH | Add +27.8% | 0.11% | +0.04 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +4.4% | 2.70% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +1.4% | 2.87% | +0.04 |
| RKLB Rocket Lab USA Inc. | New | 0.04% | +0.04 |
| ARKK ARK Innovation ETF | Add +4.8% | 0.56% | +0.04 |
| DGRW Wisdomtree U.S. Quality Divi | Add +8.0% | 0.46% | +0.04 |
| FUN Six Flags Entertainment Corp. | New | 0.04% | +0.04 |
| SPYD SS SPDR P S&P 500 Hi Div ETF | Add +11.8% | 0.22% | +0.04 |
| IWO iShares Russell 2000 Growth | Add +4.9% | 0.52% | +0.04 |
| GLW Corning Inc. | Add +163.9% | 0.06% | +0.04 |
| VYM Vanguard High DVD Yield ETF | Add +0.5% | 1.24% | +0.04 |
| SPHD Invesco S&P 500 High Dividen | Add +15.0% | 0.18% | +0.03 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.5% | 0.94% | +0.03 |
| UBER Uber Technologies Inc. | Add +18.7% | 0.23% | +0.03 |
Options Activity Q2 2024 → Q3 2024
| ARM Arm Holdings PLC-ADR | call | New | 52,700 | $7.5M |
| KEY Keycorp | call | Sold out | 45,000 | $639Kbefore exit |
| PFE Pfizer Inc. | call | Sold out | 10,000 | $280Kbefore exit |
| PYPL PayPal Holdings Inc. | call | Sold out | 3,000 | $174Kbefore exit |
| PCT Purecycle Technologies Inc. | call | Reduce -49.0% | 5,100 | $48K |
| ENVX Enovix Corp. | call | Add +25.0% | 5,000 | $47K |
| CRWD CrowdStrike Holdings Inc. Class A | call | New | 100 | $28K |
| ASPN Aspen Aerogels Inc. | call | New | 600 | $17K |
| GT Goodyear Tire & Rubber Co. | call | Reduce -98.1% | 1,200 | $11K |
| OI O-I Glass Inc. | call | New | 300 | $4K |
| F Ford Motor Co. | call | New | 100 | $1K |
| MSOS Advisorshares Pure US Cann | call | Reduce -99.9% | 100 | $717 |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
Notes & Other Activity Q2 2024 → Q3 2024
| IBDS Ishrs Ibnds Dec 27 Corp. ETF | IBONDS 27 ETF · principal | Add +48.0% | 813,847 | $19.8M |
| IBDR iShares Ibonds Dec 2026 Term | IBONDS DEC2026 · principal | Add +3.1% | 758,976 | $18.4M |
| IBDP iShares Ibonds Dec 2024 Term | IBONDS DEC24 ETF · principal | Reduce -19.1% | 22,474 | $567K |
| IBDQ iShares Ibonds Dec 2025 Term | IBONDS DEC25 ETF · principal | Reduce -1.5% | 19,777 | $496K |
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 | 673 | $3.6B | AAPL, GOOGL, QQQ, MSFT, SPY |
| Q1 2026 | 603 | $3.0B | AAPL, MSFT, GOOGL, QQQ, SPY |
| Q4 2025 | 607 | $3.1B | MSFT, AAPL, QQQ, GOOGL, SPY |
| Q3 2025 | 588 | $2.9B | MSFT, AAPL, QQQ, SPY, VUG |
| Q2 2025 | 569 | $2.7B | MSFT, QQQ, VUG, SPY, AAPL |
| Q1 2025 | 544 | $2.4B | MSFT, AAPL, SPY, RSP, VUG |
| Q4 2024Amended | 536 | $2.4B | MSFT, AAPL, SPY, VUG, RSP |
| Q3 2024 | 536 | $2.3B | MSFT, AAPL, SPY, RSP, VUG |
| Q2 2024 | 540 | $2.1B | MSFT, AAPL, SPY, RSP, VUG |
| Q1 2024 | 540 | $2.1B | MSFT, RSP, AAPL, SPY, VUG |