SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,625 shares; 2025Q1: 19,326 shares; 2025Q2: 22,329 shares; 2025Q3: 22,196 shares; 2025Q4: 20,600 shares; 2026Q1: 20,201 shares; 2026Q2: 20,120 shares 20,120 $15.1M 12.51% -81 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; 2024Q3: not loaded; 2024Q4: 51,603 shares; 2025Q1: 49,882 shares; 2025Q2: 52,478 shares; 2025Q3: 52,467 shares; 2025Q4: 53,625 shares; 2026Q1: 53,059 shares; 2026Q2: 52,699 shares 52,699 $12.6M 10.43% -360 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,097 shares; 2025Q1: 12,979 shares; 2025Q2: 12,969 shares; 2025Q3: 12,899 shares; 2025Q4: 12,667 shares; 2026Q1: 12,469 shares; 2026Q2: 12,487 shares 12,487 $9.21M 7.65% +18 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,323 shares; 2025Q1: 5,451 shares; 2025Q2: 7,180 shares; 2025Q3: 7,468 shares; 2025Q4: 7,810 shares; 2026Q1: 8,147 shares; 2026Q2: 8,112 shares 8,112 $8.2M 6.81% -35 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 24,462 shares; 2025Q1: 25,721 shares; 2025Q2: 33,906 shares; 2025Q3: 35,377 shares; 2025Q4: 37,049 shares; 2026Q1: 38,783 shares; 2026Q2: 38,623 shares 38,623 $8.07M 6.71% -160 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 23,156 shares; 2025Q1: 21,873 shares; 2025Q2: 24,276 shares; 2025Q3: 24,328 shares; 2025Q4: 24,646 shares; 2026Q1: 24,533 shares; 2026Q2: 24,534 shares 24,534 $7.1M 5.9% +1 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; 2024Q3: not loaded; 2024Q4: 12,592 shares; 2025Q1: 13,112 shares; 2025Q2: 16,876 shares; 2025Q3: 17,584 shares; 2025Q4: 18,481 shares; 2026Q1: 19,435 shares; 2026Q2: 19,332 shares 19,332 $6.33M 5.26% -103 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 420,101 shares; 2025Q1: 435,121 shares; 2025Q2: 379,456 shares; 2025Q3: 375,740 shares; 2025Q4: 329,733 shares; 2026Q1: 312,870 shares; 2026Q2: 247,626 shares 247,626 $6.26M 5.19% -65,244 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 65,487 shares; 2025Q1: 69,424 shares; 2025Q2: 93,239 shares; 2025Q3: 97,650 shares; 2025Q4: 103,030 shares; 2026Q1: 108,576 shares; 2026Q2: 107,797 shares 107,797 $6.14M 5.1% -779 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 990,284 shares; 2025Q1: 989,316 shares; 2025Q2: 482,875 shares; 2025Q3: 469,756 shares; 2025Q4: 423,104 shares; 2026Q1: 424,108 shares; 2026Q2: 403,166 shares 403,166 $6.09M 5.06% -20,942 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,017 shares; 2025Q3: 6,833 shares; 2025Q4: 10,496 shares; 2026Q1: 17,151 shares; 2026Q2: 17,435 shares 17,435 $3.96M 3.29% +284 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,603 shares; 2025Q1: 8,497 shares; 2025Q2: 12,501 shares; 2025Q3: 11,683 shares; 2025Q4: 11,958 shares; 2026Q1: 11,944 shares; 2026Q2: 11,944 shares 11,944 $3.04M 2.52% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,567 shares; 2025Q1: 8,464 shares; 2025Q2: 13,034 shares; 2025Q3: 13,096 shares; 2025Q4: 14,946 shares; 2026Q1: 14,897 shares; 2026Q2: 14,902 shares 14,902 $2.98M 2.48% +5 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 6,091 shares; 2025Q1: 4,755 shares; 2025Q2: 7,746 shares; 2025Q3: 7,802 shares; 2025Q4: 8,070 shares; 2026Q1: 8,043 shares; 2026Q2: 8,044 shares 8,044 $2.87M 2.39% +1 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 7,221 shares; 2025Q1: 6,630 shares; 2025Q2: 7,742 shares; 2025Q3: 7,763 shares; 2025Q4: 8,156 shares; 2026Q1: 8,127 shares; 2026Q2: 7,641 shares 7,641 $2.85M 2.37% -486 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,810 shares; 2025Q1: 10,272 shares; 2025Q2: 10,272 shares; 2025Q3: 10,272 shares; 2025Q4: 10,272 shares; 2026Q1: 10,272 shares; 2026Q2: 10,271 shares 10,271 $2.3M 1.91% -1 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 91,533 shares; 2026Q1: 79,047 shares; 2026Q2: 78,159 shares 78,159 $2.16M 1.79% -888 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 8,365 shares; 2025Q1: 7,602 shares; 2025Q2: 7,242 shares; 2025Q3: 7,075 shares; 2025Q4: 6,867 shares; 2026Q1: 6,867 shares; 2026Q2: 6,867 shares 6,867 $2.06M 1.71% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,534 shares; 2025Q1: 4,706 shares; 2025Q2: 6,575 shares; 2025Q3: 6,621 shares; 2025Q4: 10,443 shares; 2026Q1: 10,774 shares; 2026Q2: 9,507 shares 9,507 $1.49M 1.24% -1,267 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,174 shares; 2026Q1: 13,132 shares; 2026Q2: 12,594 shares 12,594 $1.47M 1.22% -538 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 3,215 shares; 2025Q1: 3,215 shares; 2025Q2: 3,215 shares; 2025Q3: 3,215 shares; 2025Q4: 4,186 shares; 2026Q1: 4,046 shares; 2026Q2: 4,014 shares 4,014 $1.42M 1.18% -32 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,882 shares; 2025Q3: 1,958 shares; 2025Q4: 1,958 shares; 2026Q1: 1,895 shares; 2026Q2: 1,891 shares 1,891 $1.42M 1.18% -4 Timeline JPEF J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,020 shares; 2025Q3: 15,020 shares; 2025Q4: 15,020 shares; 2026Q1: 15,020 shares; 2026Q2: 14,775 shares 14,775 $1.19M 0.99% -245 Timeline VTWV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 5,929 shares; 2025Q1: 5,929 shares; 2025Q2: 5,929 shares; 2025Q3: 5,929 shares; 2025Q4: 5,929 shares; 2026Q1: 5,929 shares; 2026Q2: 5,929 shares 5,929 $1.16M 0.96% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 13,126 shares; 2025Q1: 14,198 shares; 2025Q2: 13,783 shares; 2025Q3: 13,392 shares; 2025Q4: 20,876 shares; 2026Q1: 20,876 shares; 2026Q2: 20,876 shares 20,876 $1.11M 0.92% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,515 shares; 2025Q3: 1,448 shares; 2025Q4: 7,104 shares; 2026Q1: 7,686 shares; 2026Q2: 7,234 shares 7,234 $718K 0.6% -452 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 11,982 shares; 2025Q1: 13,181 shares; 2025Q2: 13,181 shares; 2025Q3: 13,181 shares; 2025Q4: 13,181 shares; 2026Q1: 13,181 shares; 2026Q2: 13,181 shares 13,181 $707K 0.59% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 15,751 shares; 2025Q1: 7,681 shares; 2025Q2: 7,681 shares; 2025Q3: 7,681 shares; 2025Q4: 7,681 shares; 2026Q1: 7,681 shares; 2026Q2: 7,681 shares 7,681 $585K 0.49% 0 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,217 shares; 2025Q3: 6,217 shares; 2025Q4: 6,217 shares; 2026Q1: 6,217 shares; 2026Q2: 6,217 shares 6,217 $443K 0.37% 0 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; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 400 shares; 2025Q3: 400 shares; 2025Q4: 400 shares; 2026Q1: 400 shares; 2026Q2: 3,200 shares 3,200 $382K 0.32% +2,800 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 4,104 shares 4,104 $331K 0.27% new Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: 550 shares; 2025Q1: 550 shares; 2025Q2: 550 shares; 2025Q3: 550 shares; 2025Q4: 550 shares; 2026Q1: 550 shares; 2026Q2: 3,300 shares 3,300 $284K 0.24% +2,750 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 4,160 shares; 2026Q1: 3,965 shares; 2026Q2: 3,285 shares 3,285 $237K 0.2% -680 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not loaded; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 970 shares; 2025Q4: 970 shares; 2026Q1: 970 shares; 2026Q2: 969 shares 969 $229K 0.19% -1 Timeline