Q3 2024 |
283 |
$2.03B |
+$109M |
-$90.5M |
+$18.3M |
MSFT, GLD, IVOV, GOOGL, NOBL
|
13F-HR |
10/3/2024, 11:08 AM |
Q2 2024 |
298 |
$1.9B |
+$84.4M |
-$83.9M |
+$522K |
MSFT, GLD, GOOGL, IVOV, PANL
|
13F-HR |
7/23/2024, 09:13 AM |
Q1 2024 |
294 |
$1.9B |
+$97.8M |
-$124M |
-$26.3M |
MSFT, GLD, IVOV, GOOGL, PANL
|
13F-HR |
4/11/2024, 10:57 AM |
Q4 2023 |
293 |
$1.83B |
+$72.2M |
-$68.4M |
+$3.82M |
MSFT, GLD, PANL, IVOV, GOOGL
|
13F-HR |
1/11/2024, 02:25 PM |
Q3 2023 |
285 |
$1.66B |
+$111M |
-$56.5M |
+$54.2M |
MSFT, GLD, IVOV, GOOGL, PANL
|
13F-HR |
10/26/2023, 02:14 PM |
Q2 2023 |
289 |
$1.67B |
+$61.1M |
-$45.8M |
+$15.3M |
MSFT, GLD, IVOV, PANL, GOOGL
|
13F-HR |
7/27/2023, 04:25 PM |
Q1 2023 |
296 |
$1.59B |
+$131M |
-$127M |
+$3.76M |
MSFT, GLD, IVOV, PANL, GOOGL
|
13F-HR |
4/24/2023, 03:21 PM |
Q4 2022 |
293 |
$1.57B |
+$83.4M |
-$51M |
+$32.4M |
GLD, IVOV, MSFT, INDB, MRK
|
13F-HR |
1/24/2023, 10:14 AM |
Q3 2022 |
277 |
$1.4B |
+$113M |
-$48.4M |
+$64.7M |
GLD, MSFT, IVOV, INDB, PANL
|
13F-HR |
10/19/2022, 03:28 PM |
Q2 2022 |
292 |
$1.45B |
+$132M |
-$98M |
+$34.1M |
GLD, MSFT, IVOV, INDB, PANL
|
13F-HR |
7/13/2022, 02:34 PM |
Q1 2022 |
317 |
$1.57B |
+$119M |
-$80.8M |
+$38.4M |
GLD, MSFT, IVOV, INDB, PANL
|
13F-HR |
4/18/2022, 01:57 PM |
Q4 2021 |
298 |
$1.57B |
+$82.4M |
-$69.6M |
+$12.9M |
MSFT, GLD, IVOV, INDB, MBB
|
13F-HR |
1/27/2022, 11:36 AM |
Q3 2021 |
280 |
$1.43B |
+$57.9M |
-$61.7M |
-$3.76M |
IVOV, MSFT, GLD, INDB, PANL
|
13F-HR |
10/25/2021, 03:07 PM |
Q2 2021 |
279 |
$1.45B |
+$95M |
-$108M |
-$13.2M |
IVOV, MSFT, GLD, INDB, PANL
|
13F-HR |
7/21/2021, 04:32 PM |
Q1 2021 |
267 |
$1.39B |
+$55.7M |
-$38.5M |
+$17.2M |
IVOV, INDB, GLD, MSFT, META
|
13F-HR |
4/22/2021, 08:23 AM |
Q4 2020 |
253 |
$1.29B |
+$62.7M |
-$47.2M |
+$15.5M |
GLD, INDB, IVOV, MSFT, META
|
13F-HR |
1/4/2021, 01:32 PM |
Q3 2020 |
257 |
$1.16B |
+$52M |
-$35.4M |
+$16.6M |
GLD, IVOV, INDB, MSFT, META
|
13F-HR |
10/8/2020, 08:49 AM |
Q2 2020 |
242 |
$1.11B |
+$72M |
-$88.3M |
-$16.3M |
GLD, INDB, IVOV, MSFT, META
|
13F-HR |
7/9/2020, 10:46 AM |
Q1 2020 |
246 |
$982M |
+$93.6M |
-$85M |
+$8.6M |
INDB, GLD, MSFT, IVOV, JNJ
|
13F-HR |
4/16/2020, 09:28 AM |
Q4 2019 |
270 |
$1.21B |
+$74.5M |
-$47.2M |
+$27.3M |
INDB, GLD, PANL, JNJ, MSFT
|
13F-HR |
1/6/2020, 05:02 PM |
Q3 2019 |
261 |
$1.1B |
+$111M |
-$35.2M |
+$75.9M |
INDB, GLD, PANL, PEP, VZ
|
13F-HR |
10/11/2019, 10:00 AM |
Q2 2019 |
231 |
$1.01B |
+$78.6M |
-$37.1M |
+$41.5M |
INDB, PANL, GLD, PEP, VZ
|
13F-HR |
7/5/2019, 01:21 PM |
Q1 2019 |
227 |
$940M |
+$91M |
-$65.1M |
+$25.9M |
INDB, PANL, VZ, PEP, CVX
|
13F-HR |
4/8/2019, 02:46 PM |
Q4 2018 |
243 |
$774M |
+$122M |
-$47.7M |
+$74.8M |
PANL, VZ, JNJ, PEP, CVX
|
13F-HR |
1/16/2019, 08:44 AM |
Q3 2018 |
214 |
$818M |
+$25.4M |
-$24.4M |
+$980K |
PANL, INDB, VZ, JNJ, CVX
|
13F-HR |
10/5/2018, 02:38 PM |
Q2 2018 |
200 |
$774M |
+$82.8M |
-$84.3M |
-$1.55M |
INDB, PANL, VZ, CVX, WFC
|
13F-HR |
7/6/2018, 09:54 AM |
Q1 2018 |
205 |
$757M |
+$60M |
-$43.7M |
+$16.3M |
INDB, PANL, VZ, JNJ, CVX
|
13F-HR |
4/10/2018, 11:28 AM |
Q4 2017 |
208 |
$777M |
+$85.3M |
-$31.2M |
+$54.1M |
PANL, INDB, HD, JNJ, VZ
|
13F-HR |
1/11/2018, 02:17 PM |
Q3 2017 |
161 |
$636M |
+$19.7M |
-$6.93M |
+$12.8M |
PANL, JNJ, HD, VZ, CVX
|
13F-HR |
11/1/2017, 02:58 PM |
Q2 2017 |
161 |
$619M |
+$42.5M |
-$42.3M |
+$225K |
PANL, JNJ, HD, WFC, SO
|
13F-HR |
8/1/2017, 02:31 PM |
Q1 2017 |
158 |
$615M |
+$47.4M |
-$45.7M |
+$1.74M |
PANL, JNJ, HD, WFC, T
|
13F-HR |
4/20/2017, 10:45 AM |
Q4 2016 |
161 |
$604M |
+$45.1M |
-$22.5M |
+$22.7M |
PANL, JNJ, VZ, WFC, T
|
13F-HR |
1/30/2017, 12:34 PM |
Q3 2016 |
155 |
$562M |
+$33.4M |
-$32.6M |
+$787K |
PANL, JNJ, VZ, T, SO
|
13F-HR |
10/27/2016, 02:49 PM |
Q2 2016 |
155 |
$565M |
+$30.5M |
-$27.4M |
+$3.08M |
PANL, JNJ, T, VZ, SO
|
Restatement |
7/20/2016, 03:54 PM |
Q1 2016 |
151 |
$544M |
+$47.9M |
-$73.8M |
-$25.9M |
PANL, JNJ, VZ, T, SO
|
13F-HR |
5/4/2016, 12:01 PM |
Q4 2015 |
159 |
$554M |
+$73.2M |
-$36.5M |
+$36.6M |
PANL, GE, JNJ, WFC, HD
|
13F-HR |
1/28/2016, 02:32 PM |
Q3 2015 |
150 |
$497M |
+$74.2M |
-$44.1M |
+$30.2M |
PANL, GE, JNJ, HD, WFC
|
13F-HR |
10/28/2015, 12:20 PM |
Q2 2015 |
141 |
$493M |
+$65.4M |
-$26.3M |
+$39.1M |
PANL, GE, JNJ, T, GILD
|
13F-HR |
7/22/2015, 01:38 PM |
Q1 2015 |
137 |
$459M |
+$26.6M |
-$38.5M |
-$11.9M |
JNJ, HD, GE, CVS, T
|
13F-HR |
4/24/2015, 03:37 PM |
Q4 2014 |
145 |
$473M |
+$35.9M |
-$17.6M |
+$18.3M |
GE, JNJ, HD, T, CVS
|
13F-HR |
2/4/2015, 02:36 PM |
Q3 2014 |
126 |
$444M |
+$33.5M |
-$18.6M |
+$14.9M |
GE, JNJ, T, IBM, GILD
|
13F-HR |
11/5/2014, 04:01 PM |
Q2 2014 |
125 |
$429M |
+$18.4M |
-$19.7M |
-$1.35M |
GE, JNJ, T, IBM, SLB
|
13F-HR |
8/4/2014, 03:00 PM |
Q1 2014 |
123 |
$415M |
+$56.5M |
-$52.1M |
+$4.4M |
GE, T, IBM, JNJ, MSFT
|
13F-HR |
5/2/2014, 10:51 AM |
Q4 2013 |
128 |
$406M |
$0 |
$0 |
|
GE, JNJ, DIS, IBM, CVS
|
13F-HR |
2/4/2014, 09:47 AM |