Q3 2024 |
320 |
$1.72B |
+$151M |
-$121M |
+$29.7M |
IWY, AAPL, IWR, ERIE, MSFT
|
13F-HR |
11/14/2024, 02:01 PM |
Q2 2024 |
310 |
$1.6B |
+$449M |
-$22.5M |
+$426M |
IWR, IWY, AAPL, MSFT, ERIE
|
13F-HR |
7/24/2024, 12:12 PM |
Q1 2024 |
276 |
$1.19B |
+$64.7M |
-$39.4M |
+$25.2M |
IWR, IWY, ERIE, AAPL, JEPI
|
13F-HR |
4/16/2024, 08:40 AM |
Q4 2023 |
277 |
$1.08B |
+$66.2M |
-$62.4M |
+$3.83M |
IWR, IWY, ERIE, AAPL, JEPI
|
13F-HR |
1/19/2024, 08:10 AM |
Q3 2023 |
272 |
$976M |
+$31.5M |
-$33.2M |
-$1.68M |
IWR, IWY, ERIE, AAPL, JEPI
|
13F-HR |
10/20/2023, 08:20 AM |
Q2 2023 |
274 |
$1B |
+$91.6M |
-$94.7M |
-$3.12M |
IWR, IWY, AAPL, JEPI, MSFT
|
13F-HR |
7/11/2023, 03:53 PM |
Q1 2023 |
275 |
$961M |
+$70.4M |
-$75.6M |
-$5.13M |
IWR, IWY, AAPL, JEPI, ERIE
|
13F-HR |
5/8/2023, 12:02 PM |
Q4 2022 |
250 |
$934M |
+$54.2M |
-$69.8M |
-$15.6M |
IWR, IWY, ERIE, JEPI, AAPL
|
13F-HR |
2/9/2023, 09:23 AM |
Q3 2022 |
247 |
$871M |
+$33.8M |
-$71.5M |
-$37.7M |
IWR, IWY, AAPL, ERIE, MSFT
|
13F-HR |
10/25/2022, 04:57 PM |
Q2 2022 |
257 |
$978M |
+$57.9M |
-$55.5M |
+$2.43M |
IWR, IWY, AAPL, MSFT, ERIE
|
13F-HR |
7/21/2022, 08:15 AM |
Q1 2022 |
256 |
$1.14B |
+$46M |
-$24.3M |
+$21.7M |
IWY, IWR, AAPL, MSFT, ERIE
|
13F-HR |
4/26/2022, 08:53 AM |
Q4 2021 |
261 |
$1.18B |
+$35.9M |
-$34.3M |
+$1.56M |
IWY, IWR, AAPL, MSFT, ERIE
|
13F-HR |
1/19/2022, 04:50 PM |
Q3 2021 |
266 |
$1.06B |
+$59.1M |
-$25.9M |
+$33.2M |
IWY, IWR, AAPL, MSFT, ERIE
|
13F-HR |
10/26/2021, 10:08 AM |
Q2 2021 |
268 |
$1.04B |
+$39.3M |
-$38.8M |
+$547K |
IWY, IWR, AAPL, MSFT, GLD
|
13F-HR |
7/26/2021, 11:10 AM |
Q1 2021 |
258 |
$979M |
+$57.3M |
-$86.1M |
-$28.8M |
IWY, IWR, AAPL, MSFT, JPM
|
13F-HR |
5/4/2021, 02:41 PM |
Q4 2020 |
273 |
$963M |
+$75.3M |
-$47.8M |
+$27.5M |
IWY, IWR, AAPL, ERIE, MSFT
|
13F-HR |
2/1/2021, 02:16 PM |
Q3 2020 |
257 |
$859M |
+$70.8M |
-$41.8M |
+$28.9M |
IWY, AAPL, IWR, ERIE, MSFT
|
13F-HR |
10/16/2020, 08:16 AM |
Q2 2020 |
256 |
$803M |
+$107M |
-$93.6M |
+$12.9M |
IWY, AAPL, IWR, ERIE, MSFT
|
13F-HR |
7/15/2020, 07:15 AM |
Q1 2020 |
242 |
$686M |
+$103M |
-$43.2M |
+$59.5M |
IWY, BIL, IJH, AAPL, ERIE
|
13F-HR |
4/10/2020, 07:43 AM |
Q4 2019 |
243 |
$780M |
+$23.9M |
-$34.3M |
-$10.4M |
IWY, IJH, AAPL, ERIE, MSFT
|
13F-HR |
1/14/2020, 09:11 AM |
Q3 2019 |
247 |
$747M |
+$114M |
-$110M |
+$4.29M |
IWY, IJH, ERIE, AAPL, USRT
|
13F-HR |
10/17/2019, 01:18 PM |
Q2 2019 |
260 |
$744M |
+$441M |
-$75.4M |
+$366M |
ERIE, AAPL, MSFT, VZ, JPM
|
13F-HR |
7/23/2019, 11:15 AM |
Q1 2019 |
130 |
$361M |
+$44.5M |
-$26.4M |
+$18.1M |
ERIE, IWY, IJH, USRT, AAPL
|
13F-HR |
4/10/2019, 08:43 AM |
Q4 2018 |
126 |
$307M |
+$24M |
-$16.7M |
+$7.29M |
ERIE, TLT, IWY, D, AAPL
|
13F-HR |
1/14/2019, 09:53 AM |
Q3 2018 |
132 |
$332M |
+$15.8M |
-$14.3M |
+$1.5M |
ERIE, AAPL, XOM, CVX, CSCO
|
13F-HR |
10/11/2018, 07:24 AM |
Q2 2018 |
126 |
$307M |
+$11.9M |
-$28.2M |
-$16.3M |
ERIE, AAPL, XOM, CVX, CSCO
|
13F-HR |
7/12/2018, 07:14 AM |
Q1 2018 |
133 |
$323M |
+$24M |
-$13.9M |
+$10.1M |
ERIE, AAPL, XOM, CVX, CSCO
|
13F-HR |
4/11/2018, 12:04 PM |
Q4 2017 |
135 |
$323M |
+$31.5M |
-$23.3M |
+$8.11M |
ERIE, AAPL, XOM, CVX, JNJ
|
13F-HR |
1/10/2018, 02:26 PM |
Q3 2017 |
141 |
$297M |
+$10.4M |
-$10.3M |
+$81.3K |
XOM, CVX, AAPL, JNJ, T
|
13F-HR |
10/13/2017, 09:32 AM |
Q2 2017 |
139 |
$289M |
+$15.4M |
-$10M |
+$5.36M |
XOM, JNJ, AAPL, CVX, T
|
13F-HR |
7/12/2017, 09:37 AM |
Q1 2017 |
133 |
$280M |
+$12.9M |
-$9.89M |
+$3.06M |
XOM, AAPL, CVX, T, JNJ
|
13F-HR |
4/10/2017, 04:08 PM |
Q4 2016 |
134 |
$269M |
+$17.4M |
-$17.3M |
+$26K |
XOM, CVX, UBSH, T, JNJ
|
13F-HR |
1/10/2017, 09:35 AM |
Q3 2016 |
135 |
$262M |
+$6.91M |
-$6.44M |
+$471K |
XOM, CVX, T, JNJ, VZ
|
13F-HR |
10/14/2016, 11:01 AM |
Q2 2016 |
139 |
$260M |
+$16.2M |
-$3.5M |
+$12.7M |
XOM, T, CVX, JNJ, VZ
|
13F-HR |
7/14/2016, 02:05 PM |
Q1 2016 |
133 |
$241M |
+$11.8M |
-$6.89M |
+$4.94M |
XOM, T, CVX, JNJ, VZ
|
13F-HR |
4/8/2016, 02:10 PM |
Q4 2015 |
134 |
$228M |
+$18.8M |
-$16.8M |
+$1.99M |
XOM, JNJ, T, UBSH, PG
|
13F-HR |
1/11/2016, 10:55 AM |
Q3 2015 |
135 |
$215M |
+$22.6M |
-$6.8M |
+$15.8M |
XOM, UBSH, JNJ, T, VZ
|
13F-HR |
10/28/2015, 08:54 AM |
Q2 2015 |
121 |
$212M |
+$6.95M |
-$8.48M |
-$1.53M |
XOM, T, UBSH, AMJ, JNJ
|
13F-HR |
7/29/2015, 10:34 AM |
Q1 2015 |
125 |
$217M |
+$7.31M |
-$11.4M |
-$4.13M |
XOM, AMJ, VZ, JNJ, UBSH
|
13F-HR |
4/24/2015, 11:45 AM |
Q4 2014 |
124 |
$225M |
+$14.7M |
-$11.4M |
+$3.23M |
XOM, AMJ, UBSH, JNJ, T
|
13F-HR |
1/9/2015, 09:23 AM |
Q3 2014 |
131 |
$213M |
+$7.87M |
-$6.73M |
+$1.14M |
XOM, AMJ, UBSH, JNJ, T
|
13F-HR |
10/24/2014, 12:11 PM |
Q2 2014 |
124 |
$215M |
+$31.6M |
-$44.6M |
-$13M |
AMJ, XOM, UBSH, JNJ, T
|
13F-HR |
8/5/2014, 09:14 AM |
Q1 2014 |
254 |
$209M |
$0 |
$0 |
|
AMJ, XOM, STEL, JNJ, T
|
Restatement |
8/5/2014, 09:12 AM |