AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,984 shares; 2025Q1: 28,975 shares; 2025Q2: 28,675 shares; 2025Q3: 28,225 shares 28,225 $9.31M 5.65% -450 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,337 shares; 2025Q1: 37,197 shares; 2025Q2: 36,839 shares; 2025Q3: 36,934 shares 36,934 $8.98M 5.45% +95 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,109 shares; 2025Q1: 46,703 shares; 2025Q2: 46,943 shares; 2025Q3: 46,812 shares 46,812 $8.73M 5.3% -131 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,879 shares; 2025Q1: 16,947 shares; 2025Q2: 16,692 shares; 2025Q3: 16,702 shares 16,702 $8.65M 5.25% +10 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,197 shares; 2025Q1: 7,886 shares; 2025Q2: 7,426 shares; 2025Q3: 7,129 shares 7,129 $8.55M 5.19% -297 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,578 shares; 2025Q1: 31,297 shares; 2025Q2: 31,598 shares; 2025Q3: 32,650 shares 32,650 $8.31M 5.05% +1,052 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,877 shares; 2025Q1: 26,102 shares; 2025Q2: 25,730 shares; 2025Q3: 25,807 shares 25,807 $8.14M 4.94% +77 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,403 shares; 2025Q1: 11,342 shares; 2025Q2: 11,069 shares; 2025Q3: 11,043 shares 11,043 $8.11M 4.92% -26 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,617 shares; 2025Q1: 33,149 shares; 2025Q2: 32,416 shares; 2025Q3: 32,861 shares 32,861 $7.22M 4.38% +445 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,399 shares; 2025Q1: 13,276 shares; 2025Q2: 13,287 shares; 2025Q3: 13,311 shares 13,311 $6.35M 3.86% +24 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,872 shares; 2025Q1: 17,168 shares; 2025Q2: 16,690 shares; 2025Q3: 16,787 shares 16,787 $5.73M 3.48% +97 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,006 shares; 2025Q1: 164,099 shares; 2025Q2: 161,338 shares; 2025Q3: 166,576 shares 166,576 $5.59M 3.39% +5,238 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,126 shares; 2025Q1: 23,280 shares; 2025Q2: 23,103 shares; 2025Q3: 23,828 shares 23,828 $5.52M 3.35% +725 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,574 shares; 2025Q1: 11,900 shares; 2025Q2: 12,121 shares; 2025Q3: 12,221 shares 12,221 $5.43M 3.3% +100 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,859 shares; 2025Q1: 23,740 shares; 2025Q2: 23,273 shares; 2025Q3: 24,033 shares 24,033 $5.31M 3.22% +760 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,801 shares; 2025Q1: 30,544 shares; 2025Q2: 30,968 shares; 2025Q3: 32,462 shares 32,462 $5.04M 3.06% +1,494 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,807 shares; 2025Q1: 41,201 shares; 2025Q2: 40,919 shares; 2025Q3: 43,276 shares 43,276 $4.83M 2.93% +2,357 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,868 shares; 2025Q1: 9,957 shares; 2025Q2: 9,598 shares; 2025Q3: 9,692 shares 9,692 $4.75M 2.88% +94 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,887 shares; 2025Q1: 17,987 shares; 2025Q2: 17,904 shares; 2025Q3: 18,641 shares 18,641 $4.42M 2.68% +737 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,555 shares; 2025Q1: 16,190 shares; 2025Q2: 15,940 shares; 2025Q3: 16,009 shares 16,009 $4.38M 2.66% +69 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,993 shares; 2025Q1: 13,583 shares; 2025Q2: 13,405 shares; 2025Q3: 13,933 shares 13,933 $4.23M 2.57% +528 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,623 shares; 2025Q1: 25,864 shares; 2025Q2: 25,545 shares; 2025Q3: 25,831 shares 25,831 $3.97M 2.41% +286 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,452 shares; 2025Q1: 3,628 shares; 2025Q2: 3,553 shares; 2025Q3: 3,661 shares 3,661 $3.39M 2.06% +108 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,931 shares; 2025Q1: 6,802 shares; 2025Q2: 6,711 shares; 2025Q3: 7,046 shares 7,046 $3.15M 1.91% +335 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,660 shares; 2025Q1: 21,248 shares; 2025Q2: 20,711 shares; 2025Q3: 20,827 shares 20,827 $2.9M 1.76% +116 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,618 shares; 2025Q1: 13,962 shares; 2025Q2: 13,606 shares; 2025Q3: 13,839 shares 13,839 $2.66M 1.62% +233 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,627 shares; 2025Q1: 8,933 shares; 2025Q2: 8,874 shares; 2025Q3: 8,963 shares 8,963 $2.44M 1.48% +89 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,382 shares; 2025Q1: 19,049 shares; 2025Q2: 19,174 shares; 2025Q3: 19,351 shares 19,351 $2.02M 1.23% +177 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,234 shares; 2025Q1: 2,171 shares; 2025Q2: 2,011 shares; 2025Q3: 1,946 shares 1,946 $1.11M 0.67% -65 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,772 shares; 2025Q1: 1,691 shares; 2025Q2: 1,654 shares; 2025Q3: 1,656 shares 1,656 $806K 0.49% +2 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,548 shares; 2025Q1: 10,040 shares; 2025Q2: 8,879 shares; 2025Q3: 8,161 shares 8,161 $779K 0.47% -718 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,189 shares; 2025Q1: 8,717 shares; 2025Q2: 8,861 shares; 2025Q3: 9,108 shares 9,108 $735K 0.45% +247 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,910 shares; 2025Q1: 3,674 shares; 2025Q2: 3,570 shares; 2025Q3: 3,375 shares 3,375 $643K 0.39% -195 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 618 shares; 2025Q1: 626 shares; 2025Q2: 635 shares; 2025Q3: 629 shares 629 $470K 0.29% -6 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,954 shares; 2025Q1: 2,315 shares; 2025Q2: 2,164 shares; 2025Q3: 2,112 shares 2,112 $392K 0.24% -52 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,130 shares; 2025Q1: 1,196 shares; 2025Q2: 1,255 shares; 2025Q3: 1,222 shares 1,222 $390K 0.24% -33 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,621 shares; 2025Q1: 1,674 shares; 2025Q2: 1,648 shares; 2025Q3: 1,639 shares 1,639 $385K 0.23% -9 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 680 shares; 2025Q1: 672 shares; 2025Q2: 671 shares; 2025Q3: 618 shares 618 $249K 0.15% -53 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,507 shares; 2025Q3: 1,511 shares 1,511 $237K 0.14% +4 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 3,628 shares; 2025Q2: 3,656 shares; 2025Q3: 3,718 shares 3,718 $221K 0.13% +62 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,150 shares 1,150 $210K 0.13% new Timeline