Westover Capital Advisors, LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 3, 2024), Westover Capital Advisors, LLC reported 183 stock positions worth $341.7 million. Its top holding was Apple (AAPL) at 5.6% of the portfolio, followed by Microsoft (MSFT, 4.6%) and Alphabet Class A (GOOGL, 4.0%). Compared with Q4 2023, it opened 29 new positions, sold out of 17, added to 43 and reduced 78. The biggest buy was Nvidia (NVDA, shares +5%) and the biggest sale Apple (AAPL, shares −2%).

Most Recent 13F
Q2 2026
Location
WILMINGTON, DE
CIK
0001483467
Portfolio Value
$341.7M (Q1 2024)
SEC Filing
0001483467-24-000001 ↗ filed May 3, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $341.7M $341.7M Q1 2024 Q2 2024: $388.2M Q2 2024 Q3 2024: $520.3M Q3 2024 Q4 2024: $454.4M Q4 2024 Q1 2025: $450.2M Q1 2025 Q2 2025: $500.3M Q2 2025 Q3 2025: $540.7M Q3 2025 Q4 2025: $549.4M Q4 2025 Q1 2026: $543.4M Q1 2026 Q2 2026: $601.9M Q2 2026

Holdings 183 stocks · $341.7M
AAPL Apple Inc. 5.57% 110,880 $19.0M Reduce -2.2%
MSFT Microsoft Corp. 4.57% 37,129 $15.6M Reduce -0.0%
GOOGL Alphabet Inc. Class A 4.01% 90,870 $13.7M Reduce -1.8%
GLD SPDR Gold Shares 3.36% 55,726 $11.5M Reduce -4.2%
AMZN Amazon.com Inc. 2.87% 54,443 $9.8M Reduce -1.6%
AVGO Broadcom Inc. 2.86% 7,376 $9.8M Reduce -12.2%
PFF iShares Preferred & Income S 2.79% 296,168 $9.5M Add +2.5%
NVDA Nvidia Corp. 2.76% 10,433 $9.4M Add +5.3%
USIG iShares Broad Usd Investment 2.61% 175,782 $8.9M Add +7.3%
MBB iShares MBS ETF 2.35% 86,992 $8.0M Add +12.0%
JPM JPMorgan Chase & Co. 2.26% 38,531 $7.7M Reduce -1.8%
STIP iShares 0-5 Year Tips Bond E 2.11% 72,641 $7.2M Add +22.5%
NFLX Netflix Inc. 1.74% 9,773 $5.9M Reduce -1.7%
MRK Merck & Co. Inc. 1.68% 43,457 $5.7M Add +0.7%
COST Costco Wholesale Corp. 1.60% 7,475 $5.5M Reduce -2.4%
SCHW Schwab (charles) Corp. 1.57% 74,096 $5.4M Reduce -14.0%
ICLR Icon PLC 1.55% 15,773 $5.3M Reduce -1.7%
TMO Thermo Fisher Scientific Inc. 1.51% 8,901 $5.2M Reduce -2.2%
VST Vistra Corp. 1.51% 74,052 $5.2M Reduce -0.9%
NOW ServiceNow Inc. 1.18% 5,280 $4.0M Reduce -4.1%
EME Emcor Group Inc. 1.11% 10,791 $3.8M Add +8.1%
CYBR Cyberark Software Ltd./Israel 1.10% 14,117 $3.7M Add +51.3%
UNH Unitedhealth Group Inc. 1.05% 7,249 $3.6M Reduce -4.3%
ACGL Arch Capital Group Ltd. 1.01% 37,149 $3.4M Reduce -0.8%
VCSH Vanguard S/T Corp. Bond ETF 0.99% 43,940 $3.4M Reduce -3.3%
VTEB Vanguard Tax-Exempt Bond ETF 0.98% 66,234 $3.4M Add +27.0%
INGR Ingredion Inc. 0.95% 27,918 $3.3M Reduce -3.1%
MAR Marriott International Class A 0.92% 12,490 $3.2M Reduce -2.3%
ENSG The Ensign Group Inc. 0.92% 25,319 $3.2M Add +12.1%
WELL Welltower Inc. 0.88% 32,357 $3.0M Reduce -3.2%
SCHF Schwab Intl Equity ETF 0.87% 76,326 $3.0M Add +49.8%
KLAC KLA Corp. 0.87% 4,233 $3.0M Reduce -1.3%
COR Cencora Inc. 0.86% 12,089 $2.9M Reduce -4.7%
MPC Marathon Petroleum Corp. 0.83% 14,038 $2.8M Add +330.8%
IBOC International Bancshares CRP 0.83% 50,213 $2.8M Reduce -0.4%
HESM Hess Midstream LP Class A 0.78% 73,987 $2.7M New
TMUS T-Mobile US Inc. 0.74% 15,569 $2.5M Add +4.8%
WMT Walmart Inc. 0.74% 41,971 $2.5M Reduce -3.3%
EMXC iShares MSCI Emr MRK Ex Chna 0.73% 43,611 $2.5M Add +276.5%
ULTA Ulta Beauty Inc. 0.72% 4,716 $2.5M Reduce -1.8%
J Jacobs Solutions Inc. 0.71% 15,731 $2.4M Reduce -2.1%
MCD McDonald's Corp. 0.67% 8,077 $2.3M Reduce -1.6%
PEP Pepsico Inc. 0.65% 12,728 $2.2M Reduce -2.7%
TNET Trinet Group Inc. 0.64% 16,417 $2.2M Add +404.4%
SPYM Ste STR SPDR PT S&P 500 ETF 0.63% 34,989 $2.2M Reduce -1.5%
GS Goldman Sachs Group Inc. 0.62% 5,105 $2.1M Reduce -4.6%
SNPS Synopsys Inc. 0.61% 3,669 $2.1M Reduce -3.0%
EOG EOG Resources Inc. 0.61% 16,272 $2.1M Reduce -48.8%
MEDP Medpace Holdings Inc. 0.60% 5,042 $2.0M Add +1.5%
DECK Deckers Outdoor Corp. 0.59% 2,146 $2.0M Reduce -0.8%
NXPI NXP Semiconductors NV 0.59% 8,115 $2.0M Add +0.0%
SUM Summit Materials Inc. Class A 0.58% 44,181 $2.0M Reduce -1.2%
META Meta Platforms Inc. Class A 0.56% 3,919 $1.9M Reduce -0.1%
MPWR Monolithic Power Systems Inc. 0.51% 2,577 $1.7M Reduce -2.2%
STLD Steel Dynamics Inc. 0.51% 11,765 $1.7M Reduce -0.8%
PWR Quanta Services Inc. 0.48% 6,372 $1.7M Reduce -1.6%
ABBV Abbvie Inc. 0.48% 8,978 $1.6M Reduce -2.1%
WCN Waste Connections Inc. 0.46% 9,110 $1.6M Reduce -0.1%
CMI Cummins Inc. 0.45% 5,162 $1.5M Add +8.6%
LLY Eli Lilly & Co. 0.44% 1,916 $1.5M No change
CI The Cigna Group 0.43% 4,092 $1.5M Add +6.0%
AMAT Applied Materials Inc. 0.41% 6,818 $1.4M Add +11.4%
EGP Eastgroup Properties Inc. 0.41% 7,810 $1.4M Reduce -10.0%
NDAQ Nasdaq Inc. 0.40% 21,833 $1.4M Reduce -0.6%
NTNX Nutanix Inc. Class A 0.39% 21,474 $1.3M New
ASML ASML Holding NV-NY Reg SHS 0.39% 1,365 $1.3M Reduce -0.6%
SMLF iShares US Smallcap Equity F 0.38% 20,649 $1.3M Add +2.3%
TSCO Tractor Supply Company 0.38% 5,000 $1.3M Reduce -7.8%
MLI Mueller Industries Inc. 0.38% 24,066 $1.3M Reduce -3.5%
IAU iShares Gold Trust 0.38% 30,834 $1.3M Add +42.6%
WM Waste Management Inc. 0.38% 6,055 $1.3M Reduce -0.4%
V Visa Inc. Class A 0.37% 4,490 $1.3M Reduce -0.8%
UPS United Parcel Service Class B 0.34% 7,888 $1.2M Reduce -65.9%
BSX Boston Scientific Corp. 0.34% 17,052 $1.2M Add +10.5%
CASY Casey's General Stores Inc. 0.34% 3,646 $1.2M Add +7.3%
HLT Hilton Worldwide Holdings Inc. 0.33% 5,275 $1.1M Reduce -2.1%
FDX FedEx Corp. 0.33% 3,848 $1.1M Reduce -5.7%
LNG Cheniere Energy Inc. 0.30% 6,400 $1.0M Reduce -13.9%
ADBE Adobe Inc. 0.30% 2,034 $1.0M Reduce -2.8%
SUB iShares Short-Term National 0.29% 9,599 $1.0M Reduce -11.7%
FSLR First Solar Inc. 0.29% 5,912 $998K Add +196.8%
HD Home Depot Inc. 0.28% 2,529 $970K Reduce -0.8%
AGM Federal Agric MTG Corp. Class C 0.28% 4,916 $968K New
GD General Dynamics Corp. 0.28% 3,383 $956K Reduce -1.0%
APO Apollo Global Management Inc. 0.27% 8,228 $925K Add +16.9%
CVX Chevron Corp. 0.26% 5,639 $889K Reduce -7.9%
ALV Autoliv Inc. 0.24% 6,766 $815K Add +212.9%
CLS Celestica Inc. 0.24% 18,012 $809K New
PXD Pioneer Natural Resources Co. 0.23% 2,961 $777K Reduce -82.9%
PHM Pultegroup Inc. 0.22% 6,162 $743K New
BKNG Booking Holdings Inc. 0.21% 201 $729K Add +12.9%
RY Royal Bank of Canada 0.20% 6,924 $698K Add +36.7%
PANW Palo Alto Networks Inc. 0.20% 2,445 $695K Add +6.2%
WDAY Workday Inc. Class A 0.20% 2,529 $690K Reduce -5.3%
UFPI Ufp Industries Inc. 0.20% 5,420 $667K No change
DE Deere & Co. 0.19% 1,613 $663K Add +72.0%
VOO Vanguard S&P 500 ETF 0.19% 1,372 $660K New
KD Kyndryl Holdings Inc. 0.19% 29,685 $646K New
NVO Novo-Nordisk A/S-Spons ADR 0.19% 5,028 $646K No change
DKS Dick's Sporting Goods Inc. 0.18% 2,700 $607K No change
UBER Uber Technologies Inc. 0.18% 7,770 $598K No change
QRVO Qorvo Inc. 0.17% 5,180 $595K No change
MA Mastercard Inc. Class A 0.17% 1,212 $584K Reduce -2.4%
AZN Astrazeneca PLC-Spons ADR 0.17% 8,567 $580K Add +101.8%
TM Toyota Motor Corp. -Spon ADR 0.17% 2,245 $565K No change
COP Conocophillips 0.17% 4,436 $565K Reduce -0.5%
UNM Unum Group 0.16% 10,247 $550K Reduce -19.3%
EPD Enterprise Products Partners 0.16% 18,744 $547K No change
MS Morgan Stanley 0.16% 5,803 $546K No change
WFC Wells Fargo & Co. 0.15% 9,047 $524K Add +76.8%
ARCB Arcbest Corp. 0.15% 3,604 $514K Reduce -1.7%
WST West Pharmaceutical Services 0.15% 1,260 $499K Reduce -10.0%
JNJ Johnson & Johnson 0.15% 3,146 $498K Reduce -5.5%
CDW CDW Corp. 0.14% 1,893 $484K No change
TOL Toll Brothers Inc. 0.14% 3,700 $479K No change
SPG Simon Property Group Inc. 0.14% 3,000 $469K No change
CAT Caterpillar Inc. 0.14% 1,269 $465K Add +7.2%
WLK Westlake Corp. 0.14% 3,031 $463K Reduce -8.9%
MCHP Microchip Technology Inc. 0.14% 5,154 $462K Reduce -47.7%
BRK.B Berkshire Hathaway Inc. Class B 0.13% 1,091 $459K Add +3.9%
LMT Lockheed Martin Corp. 0.13% 984 $448K Add +39.0%
CBT Cabot Corp. 0.13% 4,834 $446K New
TPL Texas Pacific Land Corp. 0.13% 765 $443K No change
CMCSA Comcast Corp. Class A 0.12% 9,743 $422K Add +7.3%
VTI VG Morningstar TS MKT ETF-US 0.12% 1,578 $410K Reduce -0.3%
PLAB Photronics Inc. 0.12% 14,479 $410K New
HIG Hartford Insurance Group Inc. 0.12% 3,950 $407K New
OKE Oneok Inc. 0.12% 5,001 $401K No change
WMB Williams Cos Inc. 0.12% 10,200 $397K No change
MRSH Marsh & McLennan Cos 0.11% 1,843 $380K No change
LWLG Lightwave Logic Inc. 0.11% 80,933 $379K No change
DOV Dover Corp. 0.11% 2,067 $366K New
LRN Stride Inc. 0.11% 5,779 $364K No change
EMR Emerson Electric Co. 0.11% 3,200 $363K No change
DOW Dow Inc. 0.11% 6,264 $363K New
XOM Exxon Mobil Corp. 0.11% 3,117 $362K No change
VEA Vanguard Ftse Developed ETF 0.10% 6,930 $348K Reduce -0.1%
RSG Republic Services Inc. 0.10% 1,800 $345K No change
USFD US Foods Holding Corp. 0.10% 6,161 $333K New
AXP American Express Co. 0.10% 1,460 $332K No change
GWW WW Grainger Inc. filed as GRAINGER W W INC 0.10% 321 $327K No change
REGN Regeneron Pharmaceuticals 0.09% 320 $308K No change
ABT Abbott Laboratories 0.09% 2,601 $296K Reduce -0.6%
JMOM JPMorgan US Momentum Factor 0.09% 5,536 $292K Add +6.1%
ANET Arista Networks Inc. 0.08% 1,000 $290K No change
CRL Charles River Laboratories 0.08% 1,050 $284K No change
WSFS WSFS Financial Corp. 0.08% 6,295 $284K Reduce -5.2%
PH Parker Hannifin Corp. 0.08% 511 $284K Reduce -0.6%
GOOG Alphabet Inc. Class C 0.08% 1,860 $283K No change
CEG Constellation Energy 0.08% 1,507 $279K New
TFC Truist Financial Corp. 0.08% 7,063 $275K No change
SNOW Snowflake Inc. 0.08% 1,700 $275K No change
HURN Huron Consulting Group Inc. 0.08% 2,810 $272K New
FLRN SS SPDR BB Ig Float RT ETF 0.08% 8,785 $271K Reduce -19.3%
JQUA JPMorgan US Quality Factor 0.08% 5,053 $267K Add +9.7%
ITGR Integer Holdings Corp. 0.08% 2,287 $267K New
CRM Salesforce Inc. 0.08% 882 $266K Add +11.9%
TSLA Tesla Inc. 0.08% 1,477 $260K Add +2.1%
UNP Union Pacific Corp. 0.08% 1,046 $257K New
EXC Exelon Corp. 0.07% 6,806 $256K Reduce -25.0%
SCTXX Schwab Amt Tax FR MNY-Ultra 0.07% 255,000 $255K Reduce -75.9%
FNDX Schwab Fndmntl US LRG Co. ETF 0.07% 3,707 $250K Add +13.8%
JEPI JPMorgan Equity Premium Inco 0.07% 4,289 $248K Add +8.5%
SPSC SPS Commerce Inc. 0.07% 1,257 $232K No change
CPRX Catalyst Pharmaceuticals Inc. 0.07% 14,470 $231K Reduce -82.9%
INTC Intel Corp. 0.07% 5,220 $231K New
GE General Electric 0.07% 1,310 $230K New
RRC Range Resources Corp. 0.07% 6,500 $224K New
CSX CSX Corp. 0.07% 6,000 $222K Reduce -7.8%
LH Laboratory CRP of Amer Hldgs 0.06% 1,015 $222K No change
ZS Zscaler Inc. 0.06% 1,140 $220K New
VV Vngrd Mrgstr LRG-Cap ETF-Usd 0.06% 904 $217K New
PNC PNC Financial Services Group 0.06% 1,322 $214K No change
CM Can Imperial BK of Commerce filed as CANADIAN IMPERIAL BK COMM TO 0.06% 4,200 $213K New
PINS Pinterest Inc. Class A 0.06% 6,141 $213K No change
PG The Procter & Gamble Co. 0.06% 1,282 $208K New
AMD Advanced Micro Devices 0.06% 1,147 $207K New
CL Colgate-Palmolive Co. 0.06% 2,290 $206K New
PFE Pfizer Inc. 0.06% 7,306 $203K Reduce -26.8%
BABA Alibaba Group Holding-SP ADR 0.06% 2,800 $203K New
RACE Ferrari NV 0.06% 457 $199K New
BMO Bank of Montreal filed as BANK MONTREAL QUE 0.06% 2,000 $195K New
NI Nisource Inc. 0.06% 7,040 $195K Reduce -17.5%

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -2.2% 5.57% −1.54
PXD Pioneer Natural Resources Co. Reduce -82.9% 0.23% −1.04
EXTR Extreme Networks Inc. Sold out 0.00% −0.98
UPS United Parcel Service Class B Reduce -65.9% 0.34% −0.84
EOG EOG Resources Inc. Reduce -48.8% 0.61% −0.64
CPRX Catalyst Pharmaceuticals Inc. Reduce -82.9% 0.07% −0.40
VWO Vanguard Ftse Emerging Marke Sold out 0.00% −0.38
SCHW Schwab (charles) Corp. Reduce -14.0% 1.57% −0.36
APD Air Products & Chemicals Inc. Sold out 0.00% −0.34
CXM Sprinklr Inc. Class A Sold out 0.00% −0.30
SCTXX Schwab Amt Tax FR MNY-Ultra Reduce -75.9% 0.07% −0.27
GLD SPDR Gold Shares Reduce -4.2% 3.36% −0.26
UNH Unitedhealth Group Inc. Reduce -4.3% 1.05% −0.25
AMPH Amphastar Pharmaceuticals Inc. Sold out 0.00% −0.21
GOOGL Alphabet Inc. Class A Reduce -1.8% 4.01% −0.19
AVGO Broadcom Inc. Reduce -12.2% 2.86% −0.19
ACLS Axcelis Technologies Inc. Sold out 0.00% −0.16
MCHP Microchip Technology Inc. Reduce -47.7% 0.14% −0.15
VCSH Vanguard S/T Corp. Bond ETF Reduce -3.3% 0.99% −0.15
CVS CVS Health Corp. Sold out 0.00% −0.13
ON On Semiconductor Sold out 0.00% −0.13
MCD McDonald's Corp. Reduce -1.6% 0.67% −0.13
LNG Cheniere Energy Inc. Reduce -13.9% 0.30% −0.11
EGP Eastgroup Properties Inc. Reduce -10.0% 0.41% −0.11
ADBE Adobe Inc. Reduce -2.8% 0.30% −0.11
SNY Sanofi-ADR Sold out 0.00% −0.10
FIVN FIVE9 Inc. Sold out 0.00% −0.10
GILD Gilead Sciences Inc. Sold out 0.00% −0.10
WELL Welltower Inc. Reduce -3.2% 0.88% −0.10
FTDR Frontdoor Inc. Sold out 0.00% −0.10
ATI Ati Inc. Sold out 0.00% −0.09
NOW ServiceNow Inc. Reduce -4.1% 1.18% −0.09
SBUX Starbucks Corp. Sold out 0.00% −0.08
ORCL Oracle Corp. Sold out 0.00% −0.08
SUB iShares Short-Term National Reduce -11.7% 0.29% −0.08
PEP Pepsico Inc. Reduce -2.7% 0.65% −0.07
ADM Archer-Daniels-Midland Co. Sold out 0.00% −0.07
AMT American Tower Corp. Sold out 0.00% −0.07
IBOC International Bancshares CRP Reduce -0.4% 0.83% −0.07
INGR Ingredion Inc. Reduce -3.1% 0.95% −0.06
TMO Thermo Fisher Scientific Inc. Reduce -2.2% 1.51% −0.06
GS Goldman Sachs Group Inc. Reduce -4.6% 0.62% −0.05
ULTA Ulta Beauty Inc. Reduce -1.8% 0.72% −0.04
COST Costco Wholesale Corp. Reduce -2.4% 1.60% −0.04
WDAY Workday Inc. Class A Reduce -5.3% 0.20% −0.04
CVX Chevron Corp. Reduce -7.9% 0.26% −0.04
PFE Pfizer Inc. Reduce -26.8% 0.06% −0.03
EXC Exelon Corp. Reduce -25.0% 0.07% −0.03
MPWR Monolithic Power Systems Inc. Reduce -2.2% 0.51% −0.03
FLRN SS SPDR BB Ig Float RT ETF Reduce -19.3% 0.08% −0.03

Portfolio Buys Q4 2023 → Q1 2024
NVDA Nvidia Corp. Add +5.3% 2.76% +1.16
HESM Hess Midstream LP Class A New 0.78% +0.78
MPC Marathon Petroleum Corp. Add +330.8% 0.83% +0.67
EMXC iShares MSCI Emr MRK Ex Chna Add +276.5% 0.73% +0.53
TNET Trinet Group Inc. Add +404.4% 0.64% +0.51
CYBR Cyberark Software Ltd./Israel Add +51.3% 1.10% +0.43
EME Emcor Group Inc. Add +8.1% 1.11% +0.41
NTNX Nutanix Inc. Class A New 0.39% +0.39
AGM Federal Agric MTG Corp. Class C New 0.28% +0.28
SCHF Schwab Intl Equity ETF Add +49.8% 0.87% +0.26
CLS Celestica Inc. New 0.24% +0.24
PHM Pultegroup Inc. New 0.22% +0.22
STIP iShares 0-5 Year Tips Bond E Add +22.5% 2.11% +0.21
VOO Vanguard S&P 500 ETF New 0.19% +0.19
KD Kyndryl Holdings Inc. New 0.19% +0.19
FSLR First Solar Inc. Add +196.8% 0.29% +0.18
ALV Autoliv Inc. Add +212.9% 0.24% +0.16
MRK Merck & Co. Inc. Add +0.7% 1.68% +0.15
CBT Cabot Corp. New 0.13% +0.13
PLAB Photronics Inc. New 0.12% +0.12
HIG Hartford Insurance Group Inc. New 0.12% +0.12
VTEB Vanguard Tax-Exempt Bond ETF Add +27.0% 0.98% +0.11
DOV Dover Corp. New 0.11% +0.11
DOW Dow Inc. New 0.11% +0.11
IAU iShares Gold Trust Add +42.6% 0.38% +0.10
MEDP Medpace Holdings Inc. Add +1.5% 0.60% +0.10
USFD US Foods Holding Corp. New 0.10% +0.10
ENSG The Ensign Group Inc. Add +12.1% 0.92% +0.10
AMAT Applied Materials Inc. Add +11.4% 0.41% +0.09
CEG Constellation Energy New 0.08% +0.08
HURN Huron Consulting Group Inc. New 0.08% +0.08
ITGR Integer Holdings Corp. New 0.08% +0.08
AZN Astrazeneca PLC-Spons ADR Add +101.8% 0.17% +0.08
UNP Union Pacific Corp. New 0.08% +0.08
CMI Cummins Inc. Add +8.6% 0.45% +0.07
DE Deere & Co. Add +72.0% 0.19% +0.07
WFC Wells Fargo & Co. Add +76.8% 0.15% +0.07
INTC Intel Corp. New 0.07% +0.07
GE General Electric New 0.07% +0.07
RRC Range Resources Corp. New 0.07% +0.07
ZS Zscaler Inc. New 0.06% +0.06
VV Vngrd Mrgstr LRG-Cap ETF-Usd New 0.06% +0.06
CM Can Imperial BK of Commerce New 0.06% +0.06
PG The Procter & Gamble Co. New 0.06% +0.06
AMD Advanced Micro Devices New 0.06% +0.06
CL Colgate-Palmolive Co. New 0.06% +0.06
BABA Alibaba Group Holding-SP ADR New 0.06% +0.06
CI The Cigna Group Add +6.0% 0.43% +0.06
RACE Ferrari NV New 0.06% +0.06
APO Apollo Global Management Inc. Add +16.9% 0.27% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 240$601.9MAAPL, GOOGL, NVDA, AVGO, AMZN
Q1 2026 235$543.4MAAPL, NVDA, GOOGL, GLD, AVGO
Q4 2025 230$549.4MAAPL, NVDA, GOOGL, MSFT, GLD
Q3 2025 217$540.7MAAPL, NVDA, GOOGL, MSFT, AVGO
Q2 2025 224$500.3MNVDA, AAPL, MSFT, AVGO, GLD
Q1 2025 232$450.2MAAPL, NVDA, GLD, GOOGL, MSFT
Q4 2024 237$454.4MAAPL, GOOGL, NVDA, MSFT, AVGO
Q3 2024 243$520.3MAAPL, PFF, USIG, MBB, SPTL
Q2 2024 213$388.2MAAPL, GOOGL, MSFT, NVDA, GLD
Q1 2024 183$341.7MAAPL, MSFT, GOOGL, GLD, AMZN