Weatherly Asset Management L. P.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 29, 2024), Weatherly Asset Management L. P. reported 179 stock positions worth $1.1 billion. Its top holding was Eli Lilly (LLY) at 22.9% of the portfolio, followed by Apple (AAPL, 7.5%) and Microsoft (MSFT, 3.9%). Compared with Q2 2024, it opened 18 new positions, sold out of 8, added to 70 and reduced 61. The biggest buy was Fidelity Total Bond ETF (FBND, shares +15%) and the biggest sale Eli Lilly (LLY, shares −0%).

Most Recent 13F
Q2 2026
Location
DEL MAR, CA
CIK
0000934745
Portfolio Value
$1.1B (Q3 2024)
SEC Filing
0000934745-24-000016 ↗ filed Oct 29, 2024

Holdings Value

0$500.0M$1.0B$1.5B Q1 2024: $1.0B Q1 2024 Q2 2024: $1.1B Q2 2024 Q3 2024: $1.1B $1.1B Q3 2024 Q4 2024: $1.1B Q4 2024 Q1 2025: $1.1B Q1 2025 Q2 2025: $1.2B Q2 2025 Q3 2025: $1.2B Q3 2025 Q4 2025: $1.3B Q4 2025 Q1 2026: $1.2B Q1 2026 Q2 2026: $1.4B Q2 2026

Holdings 179 stocks · $1.1B
LLY Eli Lilly & Co. 22.90% 294,928 $261.3M Reduce -0.4%
AAPL Apple Inc. 7.47% 365,668 $85.2M Reduce -1.6%
MSFT Microsoft Corp. 3.90% 103,308 $44.5M Add +0.6%
AMZN Amazon.com Inc. 3.82% 234,154 $43.6M Add +0.7%
NFLX Netflix Inc. 2.91% 46,778 $33.2M Reduce -2.3%
JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F 2.64% 590,349 $30.1M Add +6.6%
FBND Fidelity Total Bond ETF 2.57% 626,386 $29.4M Add +14.9%
CGW Invesco S&P Global Water Ind 2.42% 450,867 $27.6M Reduce -1.0%
COST Costco Wholesale Corp. 2.28% 29,302 $26.0M Add +0.2%
WM Waste Management Inc. 1.99% 109,176 $22.7M Add +1.7%
JPST JPMorgan Ultra-Short Income 1.91% 430,572 $21.8M Add +1.5%
VIGI Vanguard Int Div App Indx FD 1.83% 236,152 $20.8M Add +9.9%
TOTL SS Doubleline TR Tact ETF 1.71% 471,071 $19.5M Add +0.9%
NVDA Nvidia Corp. 1.66% 156,171 $19.0M Reduce -4.3%
ITOT iShares Core S&P Total U.S. 1.66% 150,364 $18.9M Add +0.1%
GOOGL Alphabet Inc. Class A 1.56% 107,148 $17.8M Add +2.6%
FHLC Fidelity MSCI Health Care 1.50% 235,143 $17.1M Add +11.1%
HD Home Depot Inc. 1.41% 39,624 $16.1M Add +0.4%
CYBR Cyberark Software Ltd./Israel 1.37% 53,694 $15.7M Reduce -2.8%
XBI SS SPDR S&P Biotech ETF 1.36% 157,413 $15.6M Reduce -1.4%
V Visa Inc. Class A 1.27% 52,759 $14.5M Add +4.1%
ADBE Adobe Inc. 1.21% 26,744 $13.8M Reduce -1.2%
PG The Procter & Gamble Co. 1.13% 74,619 $12.9M Add +5.5%
SBUX Starbucks Corp. 0.90% 104,986 $10.2M Reduce -5.0%
ASML ASML Holding NV-NY Reg SHS 0.84% 11,496 $9.6M Add +8.7%
GD General Dynamics Corp. 0.80% 30,282 $9.2M Add +1.9%
FTNT Fortinet Inc. 0.79% 115,503 $9.0M Add +0.4%
LMT Lockheed Martin Corp. 0.78% 15,188 $8.9M Add +9.4%
ANET Arista Networks Inc. 0.67% 19,971 $7.7M Add +10.9%
UNH Unitedhealth Group Inc. 0.61% 11,997 $7.0M Reduce -4.2%
KO The Coca-Cola Co. 0.61% 95,683 $6.9M Add +8.4%
NOW ServiceNow Inc. 0.59% 7,556 $6.8M Add +14.4%
DLR Digital Realty Trust Inc. 0.59% 41,737 $6.8M Add +17.7%
DE Deere & Co. 0.55% 14,946 $6.3M Add +23.1%
META Meta Platforms Inc. Class A 0.54% 10,780 $6.2M Add +4.8%
COP Conocophillips 0.53% 56,919 $6.0M Add +0.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.52% 61,162 $5.9M Reduce -12.3%
JNJ Johnson & Johnson 0.51% 36,096 $5.8M Reduce -5.4%
PANW Palo Alto Networks Inc. 0.48% 16,151 $5.5M Add +7.8%
IXUS iShares Core Intl Stock ETF 0.47% 73,561 $5.3M Add +0.4%
NEE Nextera Energy Inc. 0.46% 61,501 $5.2M Reduce -1.1%
TT Trane Technologies PLC 0.43% 12,692 $4.9M Reduce -0.2%
TTE Totalenergies SE -Spon ADR 0.43% 74,188 $4.9M Add +8.7%
GOOG Alphabet Inc. Class C 0.40% 27,186 $4.5M Add +1.0%
EQIX Equinix Inc. 0.39% 4,987 $4.4M Reduce -1.1%
GLD SPDR Gold Shares 0.36% 17,138 $4.2M Reduce -0.9%
QCOM Qualcomm Inc. 0.36% 24,093 $4.1M Reduce -0.8%
PYPL PayPal Holdings Inc. 0.36% 52,113 $4.1M Reduce -5.5%
BRK.B Berkshire Hathaway Inc. Class B 0.34% 8,538 $3.9M Add +24.3%
TSLA Tesla Inc. 0.34% 14,939 $3.9M Add +1.7%
VZ Verizon Communications Inc. 0.31% 78,841 $3.5M Reduce -5.4%
SHEL Shell PLC-ADR 0.30% 52,591 $3.5M Reduce -1.6%
CVX Chevron Corp. 0.30% 23,301 $3.4M Add +2.3%
MCK McKesson Corp. 0.30% 6,905 $3.4M No change
ROK Rockwell Automation Inc. 0.30% 12,667 $3.4M Reduce -2.7%
FDX FedEx Corp. 0.27% 11,111 $3.1M Add +43.2%
WMT Walmart Inc. 0.26% 36,886 $3.0M Add +1.5%
APH Amphenol Corp. Class A 0.26% 45,270 $3.0M Reduce -3.6%
DGX Quest Diagnostics Inc. 0.26% 19,010 $3.0M Reduce -9.8%
TGT Target Corp. 0.26% 18,900 $2.9M Reduce -1.7%
JPM JPMorgan Chase & Co. 0.25% 13,657 $2.9M Add +17.9%
MA Mastercard Inc. Class A 0.25% 5,779 $2.9M Add +3.2%
ABT Abbott Laboratories 0.24% 24,315 $2.8M Add +0.5%
XLV SS Health Care Select Sector 0.24% 17,887 $2.8M Reduce -0.4%
CSCO Cisco Systems Inc. 0.24% 51,489 $2.7M Add +2.0%
CL Colgate-Palmolive Co. 0.24% 25,943 $2.7M Add +0.5%
RTX RTX Corp. 0.22% 20,719 $2.5M Add +7.6%
SAP Sap SE-Sponsored ADR 0.22% 10,845 $2.5M Reduce -0.4%
T AT&T Inc. 0.21% 111,048 $2.4M Reduce -5.1%
SHW The Sherwin-Williams Co. 0.21% 6,395 $2.4M Reduce -0.8%
CAT Caterpillar Inc. 0.21% 6,187 $2.4M Add +9.7%
ADM Archer-Daniels-Midland Co. 0.21% 39,944 $2.4M Reduce -3.7%
NKE Nike Inc. Class B 0.19% 24,911 $2.2M Reduce -4.0%
GLW Corning Inc. 0.19% 48,750 $2.2M Add +37.9%
IVV iShares Core S&P 500 ETF 0.19% 3,701 $2.1M Add +3.1%
NTR Nutrien Ltd. 0.18% 41,743 $2.0M Reduce -0.3%
IWR iShares Russell Mid-Cap ETF 0.18% 22,776 $2.0M No change
ABBV Abbvie Inc. 0.17% 10,010 $2.0M Add +13.0%
ORCL Oracle Corp. 0.17% 11,381 $1.9M Add +11.9%
ACN Accenture PLC Class A 0.17% 5,353 $1.9M Reduce -0.4%
LRCX Lam Research Corp. 0.15% 2,033 $1.7M Add +0.2%
NSC Norfolk Southern Corp. 0.14% 6,590 $1.6M No change
FCX Freeport-McMoran Inc. 0.14% 32,716 $1.6M Reduce -5.1%
ZS Zscaler Inc. 0.14% 9,430 $1.6M Add +172.5%
KMB Kimberly-Clark Corp. 0.14% 11,124 $1.6M Reduce -4.8%
BLK BlackRock Finance Inc. 0.14% 1,640 $1.6M Add +5.4%
HON Honeywell International Inc. 0.13% 7,213 $1.5M Reduce -0.1%
ALL Allstate Corp. 0.13% 7,734 $1.5M Reduce -1.0%
MCD McDonald's Corp. 0.13% 4,765 $1.5M Add +8.8%
DXCM Dexcom Inc. 0.12% 20,384 $1.4M Reduce -0.7%
A Agilent Technologies Inc. 0.12% 9,189 $1.4M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.12% 2,359 $1.4M Add +44.1%
PHO Invesco Water Resources ETF 0.12% 19,072 $1.3M Reduce -5.5%
HRL Hormel Foods Corp. 0.11% 39,412 $1.2M Reduce -9.8%
SW Smurfit Westrock PLC 0.11% 24,846 $1.2M New
CE Celanese Corp. 0.11% 8,907 $1.2M Reduce -5.8%
UL Unilever PLC 0.10% 18,440 $1.2M Reduce -4.5%
IR Ingersoll-Rand Inc. 0.10% 11,624 $1.1M Reduce -0.2%
AWR American States Water Co. filed as AMER STATES WTR CO 0.10% 13,537 $1.1M Add +5.8%
CSX CSX Corp. 0.10% 31,786 $1.1M No change
XOM Exxon Mobil Corp. 0.10% 9,343 $1.1M Add +7.5%
AMGN Amgen Inc. 0.09% 3,298 $1.1M Add +18.6%
CMCSA Comcast Corp. Class A 0.09% 24,933 $1.0M No change
IMVP Invesco India Exchange-Trade 0.09% 33,605 $1.0M New
GSY Invesco Ultra Short Duration 0.09% 20,287 $1.0M Reduce -10.4%
PEP Pepsico Inc. 0.09% 5,957 $1.0M Add +19.4%
QQQ Invesco QQQ Trust Series 1 0.09% 2,067 $1.0M Add +7.5%
IP International Paper Co. 0.09% 20,589 $1.0M Reduce -4.6%
DEO Diageo PLC-Sponsored ADR 0.09% 6,994 $1000K Reduce -4.7%
INTC Intel Corp. 0.09% 41,885 $983K Reduce -1.3%
CVS CVS Health Corp. 0.09% 15,426 $970K Add +12.4%
INTU Intuit Inc. 0.08% 1,554 $965K Reduce -9.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.08% 3,943 $872K Reduce -5.5%
IDXX Idexx Laboratories Inc. 0.07% 1,539 $778K Reduce -4.8%
WFC Wells Fargo & Co. 0.07% 13,170 $744K No change
EA Electronic Arts Inc. 0.06% 5,140 $737K Reduce -9.3%
IWF iShares Russell 1000 Growth 0.06% 1,915 $719K No change
CRWD CrowdStrike Holdings Inc. Class A 0.06% 2,545 $714K Add +9.0%
MRK Merck & Co. Inc. 0.06% 6,212 $710K Add +22.6%
AXP American Express Co. 0.06% 2,542 $689K New
PSX Phillips 66 0.06% 5,142 $676K Add +3.0%
AVGO Broadcom Inc. 0.06% 3,859 $666K No change
IJH iShares Core S&P Midcap ETF 0.06% 10,677 $665K Add +1.0%
DVY iShares Select Dividend ETF 0.06% 4,816 $650K Reduce -0.1%
ALLE Allegion PLC 0.06% 4,315 $629K Reduce -0.2%
SCHB Schwab US Broad Market ETF 0.05% 8,805 $586K No change
CZFS Citizens Financial Services 0.05% 9,752 $573K No change
TSN Tyson Foods Inc. Class A 0.05% 9,467 $564K Reduce -2.1%
HSY The Hershey Co. 0.05% 2,812 $539K Add +4.0%
VTV Vanguard Mrngstr Val ETF-Aui 0.05% 2,994 $523K No change
SNY Sanofi-ADR 0.04% 8,507 $490K Add +12.1%
VUG Vanguard Mrngstar GR ETF-Sui 0.04% 1,246 $478K No change
VXUS Vanguard Total Intl Stock 0.04% 7,108 $460K No change
PRF Invesco Rafi US 1000 ETF 0.04% 10,933 $444K No change
CI The Cigna Group 0.04% 1,247 $432K Add +14.2%
SRE Sempra 0.04% 4,906 $413K Reduce -2.4%
TKR Timken Co. 0.04% 4,890 $412K New
IWD iShares Russell 1000 Value E 0.04% 2,128 $404K No change
VOO Vanguard S&P 500 ETF 0.03% 751 $398K No change
JCI Johnson Controls Internation 0.03% 4,917 $383K New
JEPI JPMorgan Equity Premium Inco 0.03% 6,330 $377K No change
EMR Emerson Electric Co. 0.03% 3,439 $376K Add +5.5%
PFE Pfizer Inc. 0.03% 12,946 $375K Reduce -10.2%
MMM 3M Co. 0.03% 2,730 $373K Add +3.3%
GMED Globus Medical Inc. Class A 0.03% 5,163 $369K Reduce -9.9%
TMO Thermo Fisher Scientific Inc. 0.03% 591 $366K Add +4.2%
CNI Canadian Natl Railway Co. 0.03% 3,065 $359K New
UPS United Parcel Service Class B 0.03% 2,622 $357K No change
NVS Novartis AG-Sponsored ADR 0.03% 2,858 $329K No change
AMT American Tower Corp. 0.03% 1,402 $326K No change
RRX Regal Rexnord Corp. 0.03% 1,083 $324K New
MINT PIMCO Enhanced Short Maturit 0.03% 3,216 $324K No change
WAL Western Alliance Bancorp 0.03% 3,615 $313K No change
UNP Union Pacific Corp. 0.03% 1,244 $307K Add +0.2%
TEAM Atlassian Corp. Class A 0.03% 1,828 $290K Reduce -2.0%
DFUS Dimensional US Eq MKT ETF 0.03% 4,643 $289K No change
DUK Duke Energy Corp. 0.02% 2,466 $284K Add +13.9%
NVO Novo-Nordisk A/S-Spons ADR 0.02% 2,282 $272K Reduce -11.6%
BMY Bristol-Myers Squibb Co. 0.02% 5,084 $263K New
WDC Western Digital Corp. 0.02% 3,814 $260K New
CHKP Check Point Software Tech 0.02% 1,340 $258K No change
LIN Linde PLC 0.02% 539 $257K New
CAG Conagra Brands Inc. 0.02% 7,485 $243K Reduce -4.9%
MDLZ Mondelez International Inc. Class A 0.02% 3,248 $241K No change
VTEB Vanguard Tax-Exempt Bond ETF 0.02% 4,650 $238K No change
CB Chubb Ltd. 0.02% 809 $234K New
EFX Equifax Inc. 0.02% 796 $234K New
MDT Medtronic PLC 0.02% 2,553 $231K New
CEG Constellation Energy 0.02% 877 $228K New
VHT Vanguard Health Care ETF 0.02% 784 $222K No change
PGR Progressive Corp. 0.02% 873 $222K New
SLV iShares Silver Trust 0.02% 7,795 $221K No change
ETN Eaton Corp. PLC 0.02% 663 $220K Reduce -6.4%
MPC Marathon Petroleum Corp. 0.02% 1,335 $217K Reduce -2.5%
SNA Snap-on Inc. 0.02% 747 $216K New
ADP Automatic Data Processing 0.02% 776 $216K New
CRM Salesforce Inc. 0.02% 778 $213K New
AMD Advanced Micro Devices 0.02% 1,295 $212K Add +0.9%
SCHO Schwab Short-Term US Treas 0.02% 4,250 $208K No change

Portfolio Sells Q2 2024 → Q3 2024
LLY Eli Lilly & Co. Reduce -0.4% 22.90% −1.64
NVDA Nvidia Corp. Reduce -4.3% 1.66% −0.18
ADBE Adobe Inc. Reduce -1.2% 1.21% −0.16
BA The Boeing Co. Sold out 0.00% −0.14
WRK Westrock Co. Sold out 0.00% −0.13
DIS The Walt Disney Co. Reduce -12.3% 0.52% −0.12
ALB Albemarle Corp. Sold out 0.00% −0.09
DXCM Dexcom Inc. Reduce -0.7% 0.12% −0.09
QCOM Qualcomm Inc. Reduce -0.8% 0.36% −0.08
NFLX Netflix Inc. Reduce -2.3% 2.91% −0.05
SHEL Shell PLC-ADR Reduce -1.6% 0.30% −0.05
INTC Intel Corp. Reduce -1.3% 0.09% −0.03
APH Amphenol Corp. Class A Reduce -3.6% 0.26% −0.03
ROK Rockwell Automation Inc. Reduce -2.7% 0.30% −0.03
DG Dollar General Corp. Sold out 0.00% −0.03
DDOG Datadog Inc. Class A Sold out 0.00% −0.02
XLI SS Industrial Select Sector Sold out 0.00% −0.02
ADM Archer-Daniels-Midland Co. Reduce -3.7% 0.21% −0.02
NTR Nutrien Ltd. Reduce -0.3% 0.18% −0.02
INTU Intuit Inc. Reduce -9.9% 0.08% −0.02
AMAT Applied Materials Inc. Sold out 0.00% −0.02
IUSG iShares Core S&P U.S. Growth Sold out 0.00% −0.02
GSY Invesco Ultra Short Duration Reduce -10.4% 0.09% −0.01
HRL Hormel Foods Corp. Reduce -9.8% 0.11% −0.01
CE Celanese Corp. Reduce -5.8% 0.11% −0.01
HON Honeywell International Inc. Reduce -0.1% 0.13% −0.01
FCX Freeport-McMoran Inc. Reduce -5.1% 0.14% −0.01
CYBR Cyberark Software Ltd./Israel Reduce -2.8% 1.37% −0.01
NVO Novo-Nordisk A/S-Spons ADR Reduce -11.6% 0.02% −0.01
KMB Kimberly-Clark Corp. Reduce -4.8% 0.14% −0.01
EA Electronic Arts Inc. Reduce -9.3% 0.06% −0.01
DGX Quest Diagnostics Inc. Reduce -9.8% 0.26% −0.01
TEAM Atlassian Corp. Class A Reduce -2.0% 0.03% −0.00
VZ Verizon Communications Inc. Reduce -5.4% 0.31% −0.00
PFE Pfizer Inc. Reduce -10.2% 0.03% −0.00
IDXX Idexx Laboratories Inc. Reduce -4.8% 0.07% −0.00
GMED Globus Medical Inc. Class A Reduce -9.9% 0.03% −0.00
MPC Marathon Petroleum Corp. Reduce -2.5% 0.02% −0.00
TGT Target Corp. Reduce -1.7% 0.26% −0.00
PHO Invesco Water Resources ETF Reduce -5.5% 0.12% −0.00
TSN Tyson Foods Inc. Class A Reduce -2.1% 0.05% −0.00
ETN Eaton Corp. PLC Reduce -6.4% 0.02% −0.00
CAG Conagra Brands Inc. Reduce -4.9% 0.02% +0.00
SRE Sempra Reduce -2.4% 0.04% +0.00
XLV SS Health Care Select Sector Reduce -0.4% 0.24% +0.00
JNJ Johnson & Johnson Reduce -5.4% 0.51% +0.00
IP International Paper Co. Reduce -4.6% 0.09% +0.00
DEO Diageo PLC-Sponsored ADR Reduce -4.7% 0.09% +0.00
IR Ingersoll-Rand Inc. Reduce -0.2% 0.10% +0.00
DVY iShares Select Dividend ETF Reduce -0.1% 0.06% +0.00

Portfolio Buys Q2 2024 → Q3 2024
FBND Fidelity Total Bond ETF Add +14.9% 2.57% +0.32
VIGI Vanguard Int Div App Indx FD Add +9.9% 1.83% +0.23
LMT Lockheed Martin Corp. Add +9.4% 0.78% +0.18
FHLC Fidelity MSCI Health Care Add +11.1% 1.50% +0.17
HD Home Depot Inc. Add +0.4% 1.41% +0.16
FTNT Fortinet Inc. Add +0.4% 0.79% +0.15
DE Deere & Co. Add +23.1% 0.55% +0.13
NOW ServiceNow Inc. Add +14.4% 0.59% +0.12
SW Smurfit Westrock PLC New 0.11% +0.11
DLR Digital Realty Trust Inc. Add +17.7% 0.59% +0.10
ANET Arista Networks Inc. Add +10.9% 0.67% +0.09
IMVP Invesco India Exchange-Trade New 0.09% +0.09
BRK.B Berkshire Hathaway Inc. Class B Add +24.3% 0.34% +0.09
KO The Coca-Cola Co. Add +8.4% 0.61% +0.09
ZS Zscaler Inc. Add +172.5% 0.14% +0.08
TSLA Tesla Inc. Add +1.7% 0.34% +0.08
GLW Corning Inc. Add +37.9% 0.19% +0.07
META Meta Platforms Inc. Class A Add +4.8% 0.54% +0.07
PG The Procter & Gamble Co. Add +5.5% 1.13% +0.06
JMST JPM Ultra-Short Muni Income Add +6.6% 2.64% +0.06
AXP American Express Co. New 0.06% +0.06
FDX FedEx Corp. Add +43.2% 0.27% +0.05
V Visa Inc. Class A Add +4.1% 1.27% +0.05
RTX RTX Corp. Add +7.6% 0.22% +0.04
CAT Caterpillar Inc. Add +9.7% 0.21% +0.04
ORCL Oracle Corp. Add +11.9% 0.17% +0.04
JPM JPMorgan Chase & Co. Add +17.9% 0.25% +0.04
SPY SS SPDR S&P 500 ETF Trust-US Add +44.1% 0.12% +0.04
TKR Timken Co. New 0.04% +0.04
WMT Walmart Inc. Add +1.5% 0.26% +0.04
ABBV Abbvie Inc. Add +13.0% 0.17% +0.03
JCI Johnson Controls Internation New 0.03% +0.03
CNI Canadian Natl Railway Co. New 0.03% +0.03
RRX Regal Rexnord Corp. New 0.03% +0.03
MCD McDonald's Corp. Add +8.8% 0.13% +0.03
BLK BlackRock Finance Inc. Add +5.4% 0.14% +0.02
MA Mastercard Inc. Class A Add +3.2% 0.25% +0.02
BMY Bristol-Myers Squibb Co. New 0.02% +0.02
WDC Western Digital Corp. New 0.02% +0.02
LIN Linde PLC New 0.02% +0.02
ITOT iShares Core S&P Total U.S. Add +0.1% 1.66% +0.02
EFX Equifax Inc. New 0.02% +0.02
CB Chubb Ltd. New 0.02% +0.02
CSCO Cisco Systems Inc. Add +2.0% 0.24% +0.02
MDT Medtronic PLC New 0.02% +0.02
CEG Constellation Energy New 0.02% +0.02
PGR Progressive Corp. New 0.02% +0.02
SNA Snap-on Inc. New 0.02% +0.02
ADP Automatic Data Processing New 0.02% +0.02
PANW Palo Alto Networks Inc. Add +7.8% 0.48% +0.02

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 188$1.4BLLY, AAPL, AMZN, PANW, FBND
Q1 2026 186$1.2BLLY, AAPL, AMZN, FBND, NFLX
Q4 2025 190$1.3BLLY, AAPL, AMZN, MSFT, FBND
Q3 2025 182$1.2BLLY, AAPL, MSFT, AMZN, NFLX
Q2 2025 182$1.2BLLY, AAPL, NFLX, AMZN, MSFT
Q1 2025 179$1.1BLLY, AAPL, AMZN, NFLX, MSFT
Q4 2024 181$1.1BLLY, AAPL, AMZN, MSFT, NFLX
Q3 2024 179$1.1BLLY, AAPL, MSFT, AMZN, NFLX
Q2 2024 169$1.1BLLY, AAPL, MSFT, AMZN, NFLX
Q1 2024 171$1.0BLLY, AAPL, MSFT, AMZN, NFLX