GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 35,337 shares; 2025Q1: 37,197 shares; 2025Q2: 36,839 shares; 2025Q3: 36,934 shares; 2025Q4: 30,027 shares 30,027 $9.4M 5.66% -6,907 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 30,578 shares; 2025Q1: 31,297 shares; 2025Q2: 31,598 shares; 2025Q3: 32,650 shares; 2025Q4: 32,566 shares 32,566 $8.85M 5.33% -84 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,984 shares; 2025Q1: 28,975 shares; 2025Q2: 28,675 shares; 2025Q3: 28,225 shares; 2025Q4: 24,533 shares 24,533 $8.49M 5.11% -3,692 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 43,109 shares; 2025Q1: 46,703 shares; 2025Q2: 46,943 shares; 2025Q3: 46,812 shares; 2025Q4: 44,853 shares 44,853 $8.37M 5.04% -1,959 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 26,877 shares; 2025Q1: 26,102 shares; 2025Q2: 25,730 shares; 2025Q3: 25,807 shares; 2025Q4: 25,742 shares 25,742 $8.29M 5% -65 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 14,879 shares; 2025Q1: 16,947 shares; 2025Q2: 16,692 shares; 2025Q3: 16,702 shares; 2025Q4: 17,105 shares 17,105 $8.27M 4.98% +403 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 32,617 shares; 2025Q1: 33,149 shares; 2025Q2: 32,416 shares; 2025Q3: 32,861 shares; 2025Q4: 34,546 shares 34,546 $7.97M 4.8% +1,685 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,403 shares; 2025Q1: 11,342 shares; 2025Q2: 11,069 shares; 2025Q3: 11,043 shares; 2025Q4: 10,964 shares 10,964 $7.24M 4.36% -79 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,197 shares; 2025Q1: 7,886 shares; 2025Q2: 7,426 shares; 2025Q3: 7,129 shares; 2025Q4: 75,372 shares 75,372 $7.07M 4.26% +68,243 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,399 shares; 2025Q1: 13,276 shares; 2025Q2: 13,287 shares; 2025Q3: 13,311 shares; 2025Q4: 11,125 shares 11,125 $6.37M 3.84% -2,186 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,872 shares; 2025Q1: 17,168 shares; 2025Q2: 16,690 shares; 2025Q3: 16,787 shares; 2025Q4: 17,568 shares 17,568 $6.16M 3.71% +781 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,859 shares; 2025Q1: 23,740 shares; 2025Q2: 23,273 shares; 2025Q3: 24,033 shares; 2025Q4: 24,893 shares 24,893 $5.47M 3.29% +860 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,868 shares; 2025Q1: 9,957 shares; 2025Q2: 9,598 shares; 2025Q3: 9,692 shares; 2025Q4: 11,553 shares 11,553 $5.42M 3.26% +1,861 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 38,807 shares; 2025Q1: 41,201 shares; 2025Q2: 40,919 shares; 2025Q3: 43,276 shares; 2025Q4: 48,756 shares 48,756 $5.38M 3.24% +5,480 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 21,126 shares; 2025Q1: 23,280 shares; 2025Q2: 23,103 shares; 2025Q3: 23,828 shares; 2025Q4: 21,981 shares 21,981 $5.02M 3.03% -1,847 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 17,321 shares 17,321 $4.94M 2.98% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 18,887 shares; 2025Q1: 17,987 shares; 2025Q2: 17,904 shares; 2025Q3: 18,641 shares; 2025Q4: 18,655 shares 18,655 $4.94M 2.98% +14 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 16,574 shares; 2025Q1: 11,900 shares; 2025Q2: 12,121 shares; 2025Q3: 12,221 shares; 2025Q4: 10,983 shares 10,983 $4.94M 2.97% -1,238 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 27,801 shares; 2025Q1: 30,544 shares; 2025Q2: 30,968 shares; 2025Q3: 32,462 shares; 2025Q4: 31,533 shares 31,533 $4.81M 2.89% -929 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 102,006 shares; 2025Q1: 164,099 shares; 2025Q2: 161,338 shares; 2025Q3: 166,576 shares; 2025Q4: 119,768 shares 119,768 $4.42M 2.66% -46,808 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 15,555 shares; 2025Q1: 16,190 shares; 2025Q2: 15,940 shares; 2025Q3: 16,009 shares; 2025Q4: 17,849 shares 17,849 $4.3M 2.59% +1,840 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,452 shares; 2025Q1: 3,628 shares; 2025Q2: 3,553 shares; 2025Q3: 3,661 shares; 2025Q4: 4,777 shares 4,777 $4.12M 2.48% +1,116 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 12,993 shares; 2025Q1: 13,583 shares; 2025Q2: 13,405 shares; 2025Q3: 13,933 shares; 2025Q4: 13,385 shares 13,385 $4.09M 2.46% -548 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 27,818 shares 27,818 $3.49M 2.1% new 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 22,623 shares; 2025Q1: 25,864 shares; 2025Q2: 25,545 shares; 2025Q3: 25,831 shares; 2025Q4: 23,878 shares 23,878 $3.42M 2.06% -1,953 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 17,660 shares; 2025Q1: 21,248 shares; 2025Q2: 20,711 shares; 2025Q3: 20,827 shares; 2025Q4: 22,387 shares 22,387 $2.92M 1.76% +1,560 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,627 shares; 2025Q1: 8,933 shares; 2025Q2: 8,874 shares; 2025Q3: 8,963 shares; 2025Q4: 9,658 shares 9,658 $2.39M 1.44% +695 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 11,618 shares; 2025Q1: 13,962 shares; 2025Q2: 13,606 shares; 2025Q3: 13,839 shares; 2025Q4: 13,440 shares 13,440 $2.36M 1.42% -399 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 19,382 shares; 2025Q1: 19,049 shares; 2025Q2: 19,174 shares; 2025Q3: 19,351 shares; 2025Q4: 15,368 shares 15,368 $1.64M 0.99% -3,983 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,234 shares; 2025Q1: 2,171 shares; 2025Q2: 2,011 shares; 2025Q3: 1,946 shares; 2025Q4: 1,699 shares 1,699 $970K 0.58% -247 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,772 shares; 2025Q1: 1,691 shares; 2025Q2: 1,654 shares; 2025Q3: 1,656 shares; 2025Q4: 1,360 shares 1,360 $711K 0.43% -296 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 10,548 shares; 2025Q1: 10,040 shares; 2025Q2: 8,879 shares; 2025Q3: 8,161 shares; 2025Q4: 6,758 shares 6,758 $675K 0.41% -1,403 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 8,189 shares; 2025Q1: 8,717 shares; 2025Q2: 8,861 shares; 2025Q3: 9,108 shares; 2025Q4: 7,649 shares 7,649 $631K 0.38% -1,459 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 5,931 shares; 2025Q1: 6,802 shares; 2025Q2: 6,711 shares; 2025Q3: 7,046 shares; 2025Q4: 1,260 shares 1,260 $539K 0.32% -5,786 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 3,910 shares; 2025Q1: 3,674 shares; 2025Q2: 3,570 shares; 2025Q3: 3,375 shares; 2025Q4: 2,622 shares 2,622 $455K 0.27% -753 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 2,954 shares; 2025Q1: 2,315 shares; 2025Q2: 2,164 shares; 2025Q3: 2,112 shares; 2025Q4: 1,552 shares 1,552 $321K 0.19% -560 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: 1,501 shares; 2025Q2: 1,507 shares; 2025Q3: 1,511 shares; 2025Q4: 1,516 shares 1,516 $312K 0.19% +5 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,130 shares; 2025Q1: 1,196 shares; 2025Q2: 1,255 shares; 2025Q3: 1,222 shares; 2025Q4: 927 shares 927 $298K 0.18% -295 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 1,621 shares; 2025Q1: 1,674 shares; 2025Q2: 1,648 shares; 2025Q3: 1,639 shares; 2025Q4: 1,235 shares 1,235 $298K 0.18% -404 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; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not loaded; 2024Q4: 618 shares; 2025Q1: 626 shares; 2025Q2: 635 shares; 2025Q3: 629 shares; 2025Q4: 355 shares 355 $268K 0.16% -274 Timeline