Notify me when Doliver Advisors, Lp files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q3 2025 | 175 | $387M | +$13.1M | -$11M | +$2.07M | XOM, IUSG, HF, IVV, AMZN | 13F-HR | 10/7/2025, 01:25 PM |
| Q2 2025 | 167 | $365M | +$14.4M | -$16.7M | -$2.24M | XOM, IUSG, HF, IVV, AMZN | 13F-HR | 7/2/2025, 12:09 PM |
| Q1 2025 | 163 | $356M | +$10.3M | -$17.3M | -$6.95M | XOM, IUSG, HF, IVV, AMZN | 13F-HR | 4/8/2025, 11:22 AM |
| Q4 2024 | 157 | $360M | +$18.5M | -$18.1M | +$378K | XOM, IUSG, HF, IVV, AMZN | 13F-HR | 1/6/2025, 02:19 PM |
| Q3 2024 | 153 | $364M | +$11.7M | -$16.2M | -$4.47M | XOM, IUSG, HF, IVV, GOOG | 13F-HR | 10/2/2024, 10:39 AM |
| Q2 2024 | 145 | $358M | +$13M | -$9.6M | +$3.43M | XOM, IUSG, HF, IVV, GOOG | 13F-HR | 7/12/2024, 11:13 AM |
| Q1 2024 | 140 | $355M | +$10.5M | -$18M | -$7.59M | XOM, IUSG, HF, GOOG, ITOT | 13F-HR | 4/12/2024, 05:13 PM |
| Q4 2023 | 143 | $326M | +$3.29M | -$7.38M | -$4.09M | XOM, IUSG, HF, GOOG, IVV | 13F-HR | 1/3/2024, 03:46 PM |
| Q3 2023 | 146 | $332M | +$20.5M | -$25.6M | -$5.14M | XOM, IUSG, HF, GOOG, IVV | 13F-HR | 10/10/2023, 09:55 AM |
| Q2 2023 | 163 | $328M | +$14.2M | -$14.6M | -$352K | XOM, IUSG, GOOG, ITOT, IVV | 13F-HR | 8/7/2023, 11:28 AM |
| Q1 2023 | 165 | $319M | +$13.5M | -$9.8M | +$3.75M | XOM, IUSG, SH, GOOG, ITOT | 13F-HR | 5/12/2023, 01:50 PM |
| Q4 2022 | 149 | $304M | +$14.9M | -$16.7M | -$1.74M | XOM, IUSG, SH, GOOG, ITOT | 13F-HR | 2/7/2023, 01:19 PM |
| Q3 2022 | 147 | $271M | +$19M | -$16.7M | +$2.31M | XOM, IUSG, SH, ITOT, GOOG | 13F-HR | 11/9/2022, 12:00 PM |
| Q2 2022 | 160 | $281M | +$21.3M | -$21.3M | -$11.4K | XOM, IUSG, GOOG, SH, ITOT | 13F-HR | 8/15/2022, 11:18 AM |
| Q1 2022 | 170 | $316M | +$40.2M | -$25.2M | +$15M | XOM, IUSG, ITOT, GOOG, IVV | 13F-HR | 5/9/2022, 02:47 PM |
| Q4 2021 | 152 | $182M | +$19.3M | -$30.9M | -$11.7M | IUSG, GOOG, SH, AMZN, JPM | 13F-HR | 2/7/2022, 03:41 PM |
| Q3 2021 | 168 | $287M | +$35.1M | -$25.7M | +$9.44M | XOM, IUSG, GOOG, META, AMZN | 13F-HR | 11/3/2021, 01:09 PM |
| Q2 2021 | 140 | $287M | +$37.9M | -$43.4M | -$5.51M | XOM, IUSG, GOOG, AMZN, META | 13F-HR | 8/6/2021, 03:18 PM |
| Q1 2021 | 131 | $269M | +$37.8M | -$21.4M | +$16.4M | XOM, IUSG, IVV, ITOT, GOOG | 13F-HR | 5/7/2021, 03:22 PM |
| Q4 2020 | 132 | $226M | +$35.5M | -$32.1M | +$3.32M | XOM, IUSG, IVV, ITOT, GOOG | 13F-HR | 2/4/2021, 11:45 AM |
| Q3 2020 | 155 | $197M | +$21.4M | -$47.3M | -$25.9M | XOM, IVV, IUSG, GOOG, META | 13F-HR | 11/13/2020, 11:09 AM |
| Q2 2020 | 175 | $224M | +$22.5M | -$15.4M | +$7.1M | XOM, IVV, IUSG, GOOG, META | 13F-HR | 8/10/2020, 03:12 PM |
| Q1 2020 | 165 | $190M | +$25M | -$31.3M | -$6.27M | XOM, IVV, IUSG, GOOG, UNH | 13F-HR | 4/28/2020, 09:42 AM |
| Q4 2019 | 149 | $253M | +$13.2M | -$21M | -$7.78M | XOM, IVV, IUSG, GOOG, META | 13F-HR | 1/27/2020, 03:21 PM |
| Q3 2019 | 148 | $249M | +$21.7M | -$18.8M | +$2.98M | XOM, IVV, IUSG, GOOG, CMCSA | 13F-HR | 11/4/2019, 03:43 PM |
| Q2 2019 | 144 | $254M | +$27.1M | -$16.9M | +$10.3M | XOM, IVV, IUSG, PM, GOOG | 13F-HR | 7/25/2019, 02:28 PM |
| Q1 2019 | 132 | $247M | +$40.8M | -$28.1M | +$12.6M | XOM, IVV, IUSG, EXG, PM | 13F-HR | 5/13/2019, 01:00 PM |
| Q4 2018 | 143 | $204M | +$51.5M | -$56.1M | -$4.59M | XOM, IVV, IUSG, MO, PM | 13F-HR | 1/31/2019, 02:09 PM |
| Q3 2018 | 204 | $243M | +$59.6M | -$61.3M | -$1.76M | XOM, IVV, MO, PM, FFIN | 13F-HR | 11/2/2018, 03:42 PM |
| Q2 2018 | 310 | $238M | +$50.4M | -$50M | +$425K | XOM, IVV, FPF, PM, EVV | 13F-HR | 8/14/2018, 03:14 PM |
| Q1 2018 | 325 | $227M | +$52.6M | -$51.7M | +$909K | XOM, IVV, PM, MO, HTD | 13F-HR | 5/8/2018, 03:44 PM |
| Q4 2017 | 296 | $245M | +$67.4M | -$45.8M | +$21.7M | XOM, IVV, PM, MO, EMD | 13F-HR | 2/12/2018, 03:44 PM |
| Q3 2017 | 251 | $223M | +$52.7M | -$38.9M | +$13.8M | XOM, IVV, PM, MO, MAV | 13F-HR | 11/3/2017, 12:56 PM |
| Q2 2017 | 261 | $207M | +$105M | -$26.5M | +$78.6M | XOM, IVV, PM, MO, MAV | 13F-HR | 8/14/2017, 11:46 AM |
| Q1 2017 | 221 | $127M | +$46.6M | -$41.1M | +$5.52M | IVV, GGN, MAV, EMO, DSU | 13F-HR | 5/9/2017, 03:57 PM |
| Q4 2016 | 221 | $118M | +$59.6M | -$56.5M | +$3.1M | GGN, DSU, RQI, ADX, IGR | 13F-HR | 2/7/2017, 12:03 PM |
| Q3 2016 | 192 | $118M | +$60.4M | -$61.6M | -$1.29M | NAD, GLO, BBN, ADX, DSL | 13F-HR | 10/31/2016, 04:31 PM |
| Q2 2016 | 187 | $118M | +$53M | -$53.1M | -$105K | MIE, GBAB, CBA, CTR, ADX | 13F-HR | 8/12/2016, 03:12 PM |
| Q1 2016 | 161 | $113M | +$45.2M | -$55M | -$9.81M | ETG, BCX, RVT, AFT, CAF | 13F-HR | 4/28/2016, 04:34 PM |
| Q4 2015 | 153 | $127M | +$73M | -$80.9M | -$7.93M | CEM, GER, GMZ, FMO, EXG | 13F-HR | 1/27/2016, 03:06 PM |
| Q3 2015 | 194 | $134M | +$72.7M | -$79.7M | -$6.98M | HQH, CHI, EXG, CHY, NCV | 13F-HR | 11/12/2015, 05:55 PM |
| Q2 2015 | 274 | $150M | +$69.6M | -$67.6M | +$1.95M | EVV, FAX, ISD, GAM, INF | 13F-HR | 8/13/2015, 06:19 PM |
| Q1 2015 | 253 | $151M | +$84.3M | -$73.6M | +$10.7M | CAF, PDI, CEM, HYT, EDD | 13F-HR | 5/15/2015, 05:44 PM |
| Q4 2014 | 223 | $141M | +$78.4M | -$80.9M | -$2.48M | CAF, BGY, BOE, ETW, BCX | 13F-HR | 2/13/2015, 02:32 PM |
| Q3 2014 | 273 | $145M | +$72.8M | -$39.3M | +$33.5M | CEM, ADX, DRA, TY, GAM | 13F-HR | 11/14/2014, 04:17 PM |
| Q2 2014 | 232 | $112M | +$39.1M | -$75.6M | -$36.5M | TY, PEO, ETJ, GAM, RNP | 13F-HR | 8/15/2014, 12:33 PM |
| Q1 2014 | 216 | $145M | +$52.3M | -$63.2M | -$10.8M | ETJ, PEO, ADX, BCX, TY | 13F-HR | 5/16/2014, 05:30 PM |
| Q4 2013 | 255 | $156M | $0 | $0 | ETJ, ZTR, TY, BDJ, BCX | 13F-HR | 2/13/2014, 12:41 PM |