Q3 2024 |
125 |
$308M |
+$18.1M |
-$8.43M |
+$9.68M |
VGT, SPY, AAPL, VFH, MSFT
|
13F-HR |
10/15/2024, 01:46 PM |
Q2 2024 |
132 |
$285M |
+$3.63M |
-$4.73M |
-$1.1M |
VGT, AAPL, SPY, VFH, MSFT
|
13F-HR |
7/23/2024, 04:24 PM |
Q1 2024 |
133 |
$282M |
+$12.4M |
-$13.1M |
-$689K |
VGT, VFH, SPY, MSFT, AAPL
|
13F-HR |
4/19/2024, 10:51 AM |
Q4 2023 |
143 |
$267M |
+$5.22M |
-$16.2M |
-$11M |
VGT, AAPL, VFH, SPY, MSFT
|
13F-HR |
1/22/2024, 06:16 PM |
Q3 2023 |
141 |
$251M |
+$6.81M |
-$15.9M |
-$9.05M |
VGT, AAPL, VFH, SPY, MSFT
|
13F-HR |
10/16/2023, 11:54 AM |
Q2 2023 |
145 |
$271M |
+$5.79M |
-$8.97M |
-$3.18M |
VGT, AAPL, VFH, SPY, MSFT
|
13F-HR |
7/11/2023, 06:40 PM |
Q1 2023 |
133 |
$256M |
+$7.83M |
-$15.7M |
-$7.9M |
VGT, AAPL, VFH, SPY, MSFT
|
13F-HR |
4/14/2023, 05:16 PM |
Q4 2022 |
139 |
$249M |
+$39.4M |
-$5.26M |
+$34.2M |
VGT, VFH, AAPL, SPY, VCR
|
13F-HR |
1/18/2023, 06:52 PM |
Q3 2022 |
111 |
$198M |
+$6M |
-$4.77M |
+$1.23M |
VGT, AAPL, VFH, VCR, MSFT
|
13F-HR |
10/11/2022, 09:21 AM |
Q2 2022 |
116 |
$212M |
+$2.83M |
-$8.48M |
-$5.65M |
VGT, VFH, AAPL, MSFT, VCR
|
13F-HR |
7/27/2022, 06:20 PM |
Q1 2022 |
119 |
$261M |
+$3.02M |
-$24.7M |
-$21.6M |
VGT, AAPL, VFH, MSFT, VCR
|
13F-HR |
5/25/2022, 03:56 PM |
Q4 2021 |
126 |
$296M |
+$1.81M |
-$14.3M |
-$12.5M |
VGT, AAPL, VFH, VCR, MSFT
|
13F-HR |
1/20/2022, 06:11 PM |
Q3 2021 |
128 |
$280M |
+$1.58M |
-$18.5M |
-$16.9M |
VGT, VFH, AAPL, VCR, MSFT
|
13F-HR |
10/8/2021, 04:36 PM |
Q2 2021 |
141 |
$295M |
+$14.2M |
-$17.5M |
-$3.31M |
VGT, AAPL, VFH, VCR, MSFT
|
13F-HR |
7/23/2021, 06:52 PM |
Q1 2021 |
130 |
$278M |
+$8.39M |
-$20.6M |
-$12.2M |
VGT, VFH, AAPL, VCR, MSFT
|
13F-HR |
5/3/2021, 05:13 PM |
Q4 2020 |
126 |
$274M |
+$5.09M |
-$6.62M |
-$1.54M |
VGT, AAPL, VFH, VCR, XOM
|
13F-HR |
1/22/2021, 11:59 AM |
Q3 2020 |
122 |
$243M |
+$22.3M |
-$15.9M |
+$6.43M |
VGT, AAPL, VCR, VFH, MSFT
|
13F-HR |
10/7/2020, 06:09 PM |
Q1 2020 |
119 |
$192M |
+$4.98M |
-$6.68M |
-$1.71M |
VGT, VFH, XOM, AAPL, VCR
|
13F-HR |
4/16/2020, 11:35 AM |
Q4 2019 |
127 |
$253M |
+$14M |
-$6.88M |
+$7.08M |
XOM, VGT, VFH, VCR, AAPL
|
13F-HR |
1/24/2020, 04:49 PM |
Q3 2019 |
117 |
$228M |
+$8.71M |
-$6.75M |
+$1.96M |
XOM, VGT, VFH, VCR, AAPL
|
13F-HR |
10/25/2019, 12:31 PM |
Q2 2019 |
124 |
$223M |
+$1.47M |
-$5.18M |
-$3.71M |
XOM, VGT, VFH, VCR, AAPL
|
13F-HR |
7/25/2019, 04:29 PM |
Q1 2019 |
127 |
$220M |
+$10.4M |
-$6.03M |
+$4.33M |
XOM, VGT, VFH, VCR, AAPL
|
13F-HR |
4/10/2019, 02:17 PM |
Q4 2018 |
122 |
$188M |
+$9.98M |
-$8.73M |
+$1.25M |
XOM, VGT, VFH, VCR, AAPL
|
13F-HR |
1/23/2019, 02:51 PM |
Q3 2018 |
132 |
$218M |
+$7.02M |
-$5.4M |
+$1.61M |
XOM, VGT, VFH, VCR, AAPL
|
13F-HR |
10/12/2018, 02:28 PM |
Q2 2018 |
125 |
$201M |
+$1.59M |
-$14.9M |
-$13.3M |
XOM, VGT, VFH, VCR, AAPL
|
13F-HR |
7/13/2018, 05:45 PM |
Q1 2018 |
127 |
$207M |
+$13M |
-$8.02M |
+$5M |
XOM, VFH, VGT, VCR, AAPL
|
13F-HR |
4/20/2018, 04:18 PM |
Q4 2017 |
124 |
$209M |
+$13.6M |
-$15.1M |
-$1.53M |
XOM, VFH, VGT, VCR, AAPL
|
Restatement |
1/11/2018, 10:44 AM |
Q3 2017 |
105 |
$200M |
+$3.36M |
-$4.18M |
-$825K |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
10/12/2017, 05:20 PM |
Q2 2017 |
104 |
$195M |
+$3.06M |
-$5.04M |
-$1.99M |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
7/13/2017, 02:34 PM |
Q1 2017 |
109 |
$193M |
+$5.98M |
-$5.53M |
+$458K |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
4/7/2017, 02:30 PM |
Q4 2016 |
110 |
$187M |
+$5.06M |
-$5.22M |
-$152K |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
2/3/2017, 01:29 PM |
Q3 2016 |
106 |
$182M |
+$6.28M |
-$5.49M |
+$792K |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
10/7/2016, 03:40 PM |
Q2 2016 |
103 |
$180M |
+$6.01M |
-$10.8M |
-$4.8M |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
7/14/2016, 02:27 PM |
Q1 2016 |
99 |
$180M |
+$8.18M |
-$9.9M |
-$1.73M |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
4/22/2016, 01:27 PM |
Q4 2015 |
96 |
$180M |
+$12.1M |
-$12.9M |
-$827K |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
1/28/2016, 01:41 PM |
Q3 2015 |
101 |
$173M |
+$4.14M |
-$6.38M |
-$2.24M |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
11/10/2015, 02:07 PM |
Q2 2015 |
107 |
$189M |
+$4.04M |
-$10.8M |
-$6.75M |
XOM, VFH, VGT, VCR, ESRX
|
13F-HR |
7/30/2015, 10:04 AM |
Q1 2015 |
104 |
$196M |
+$15.2M |
-$18M |
-$2.83M |
XOM, VFH, VGT, VCR, ESRX
|
13F-HR |
5/5/2015, 04:38 PM |
Q4 2014 |
99 |
$202M |
+$19.3M |
-$22M |
-$2.74M |
XOM, VFH, VGT, VCR, ESRX
|
13F-HR |
1/27/2015, 09:53 AM |
Q3 2014 |
107 |
$199M |
+$6.46M |
-$12.9M |
-$6.42M |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
10/28/2014, 12:14 PM |
Q2 2014 |
107 |
$208M |
+$52.9M |
-$1.09M |
+$51.8M |
XOM, VFH, VGT, VCR, PEP
|
13F-HR |
7/18/2014, 05:26 PM |
Q1 2014 |
87 |
$154M |
+$8.76M |
-$4.18M |
+$4.58M |
XOM, VFH, VGT, VCR, UTX
|
13F-HR |
5/7/2014, 10:08 AM |
Q4 2013 |
85 |
$149M |
$0 |
$0 |
|
VFH, XOM, VGT, VCR, PEP
|
13F-HR |
2/13/2014, 12:10 PM |