Q3 2024 |
178 |
$712M |
+$12.8M |
-$54.5M |
-$41.7M |
VOO, QQQ, NVDA, DIA, DSTL
|
13F-HR |
11/7/2024, 10:35 AM |
Q2 2024 |
171 |
$724M |
+$64M |
-$63.8M |
+$154K |
VOO, QQQ, NVDA, DIA, DSTL
|
13F-HR |
8/14/2024, 08:00 AM |
Q1 2024 |
217 |
$410M |
+$64.3M |
-$56.8M |
+$7.52M |
DSTL, DIA, NVDA, GOOGL, IVV
|
13F-HR |
5/15/2024, 08:14 AM |
Q4 2023 |
192 |
$740M |
+$31.9M |
-$114M |
-$82.3M |
VOO, QQQ, DIA, DSTL, GOOGL
|
13F-HR |
1/18/2024, 09:30 AM |
Q3 2023 |
196 |
$749M |
+$21.3M |
-$47.6M |
-$26.3M |
VOO, QQQ, DIA, DSTL, GOOGL
|
13F-HR |
10/10/2023, 02:14 PM |
Q2 2023 |
196 |
$795M |
+$23.5M |
-$26.4M |
-$2.85M |
VOO, QQQ, DIA, DSTL, MUB
|
13F-HR |
7/13/2023, 03:12 PM |
Q1 2023 |
190 |
$749M |
+$29.6M |
-$29.1M |
+$426K |
VOO, QQQ, DIA, MUB, DSTL
|
13F-HR |
4/14/2023, 06:25 AM |
Q4 2022 |
181 |
$704M |
+$160M |
-$52.3M |
+$107M |
VOO, QQQ, DIA, MUB, DSTL
|
13F-HR |
2/15/2023, 01:34 PM |
Q3 2022 |
154 |
$563M |
+$91M |
-$32M |
+$59M |
VOO, QQQ, DIA, GOOGL, MDY
|
13F-HR |
10/31/2022, 02:11 PM |
Q2 2022 |
142 |
$547M |
+$56M |
-$35.3M |
+$20.7M |
VOO, QQQ, DIA, AAPL, AGG
|
13F-HR |
7/20/2022, 09:58 AM |
Q1 2022 |
155 |
$638M |
+$182M |
-$33.1M |
+$149M |
VOO, QQQ, DIA, AAPL, BRKB
|
13F-HR |
5/4/2022, 09:09 PM |
Q4 2021 |
150 |
$506M |
+$65.2M |
-$34.1M |
+$31.1M |
QQQ, VOO, DIA, AAPL, AMZN
|
13F-HR |
3/8/2022, 12:33 PM |
Q3 2021 |
148 |
$440M |
+$99.6M |
-$17.1M |
+$82.6M |
VOO, QQQ, DIA, AMZN, AAPL
|
13F-HR |
10/19/2021, 12:36 PM |
Q2 2021 |
139 |
$365M |
+$53.4M |
-$13.3M |
+$40.2M |
VOO, DIA, QQQ, AMZN, AAPL
|
13F-HR |
7/29/2021, 12:41 PM |
Q1 2021 |
134 |
$306M |
+$39.8M |
-$61M |
-$21.3M |
VOO, DIA, AMZN, QQQ, AAPL
|
13F-HR |
5/17/2021, 07:59 AM |
Q4 2020 |
129 |
$306M |
+$67.4M |
-$40.2M |
+$27.2M |
VOO, DIA, QQQ, AMZN, BRKB
|
13F-HR |
2/16/2021, 07:30 AM |
Q3 2020 |
111 |
$246M |
+$37.6M |
-$18.3M |
+$19.3M |
VOO, DIA, QQQ, AAPL, BRKB
|
13F-HR |
11/16/2020, 08:59 AM |
Q2 2020 |
113 |
$223M |
+$73.3M |
-$31.4M |
+$41.9M |
VOO, DIA, QQQ, AAPL, AMZN
|
13F-HR |
8/14/2020, 08:44 AM |
Q1 2020 |
98 |
$153M |
+$51.2M |
-$34.7M |
+$16.5M |
VOO, AAPL, AMZN, JPM, BRKB
|
13F-HR |
5/15/2020, 04:04 PM |
Q4 2019 |
121 |
$179M |
+$15.2M |
-$15.4M |
-$166K |
VOO, AAPL, JPM, AMZN, MINT
|
13F-HR |
2/14/2020, 09:44 AM |
Q3 2019 |
116 |
$169M |
+$14.4M |
-$7.71M |
+$6.73M |
VOO, AAPL, JPM, MINT, AMLP
|
13F-HR |
11/14/2019, 10:02 AM |
Q2 2019 |
116 |
$161M |
+$11.1M |
-$7.57M |
+$3.56M |
VOO, AAPL, JPM, MINT, AMLP
|
13F-HR |
8/14/2019, 09:30 AM |
Q1 2019 |
117 |
$154M |
+$15.4M |
-$616M |
-$601M |
VOO, AAPL, JPM, MINT, AMLP
|
13F-HR |
5/14/2019, 01:26 PM |
Q4 2018 |
310 |
$707M |
+$201M |
-$112M |
+$88.5M |
ACWX, IEFA, AAPL, IWV, AMLP
|
13F-HR |
2/14/2019, 04:59 PM |
Q3 2018 |
310 |
$716M |
+$120M |
-$60.2M |
+$60.3M |
AAPL, AMLP, LMRK, AMZN, MMP
|
13F-HR |
11/14/2018, 01:50 PM |
Q2 2018 |
307 |
$623M |
+$65.5M |
-$100M |
-$34.8M |
LMRK, AAPL, AMLP, MMP, AMZN
|
13F-HR |
8/20/2018, 12:13 PM |
Q1 2018 |
303 |
$638M |
+$93.4M |
-$95.4M |
-$2.04M |
LMRK, AAPL, MMP, KO, AMZN
|
13F-HR |
5/14/2018, 05:40 PM |
Q4 2017 |
299 |
$664M |
+$131M |
-$47.1M |
+$84.2M |
LMRK, HEFA, AAPL, MMP, HFC
|
13F-HR |
2/22/2018, 04:58 PM |
Q3 2017 |
284 |
$554M |
+$54.9M |
-$83.6M |
-$28.7M |
LMRK, HEFA, AAPL, MMP, EPD
|
13F-HR |
11/15/2017, 03:00 PM |
Q2 2017 |
275 |
$564M |
+$61.5M |
-$65.1M |
-$3.59M |
LMRK, MMP, AAPL, KO, HEFA
|
13F-HR |
8/14/2017, 04:52 PM |
Q1 2017 |
275 |
$567M |
+$89.9M |
-$33.5M |
+$56.4M |
AMLP, MMP, LMRK, EPD, AAPL
|
13F-HR |
5/17/2017, 09:55 AM |
Q4 2016 |
249 |
$500M |
+$83.5M |
-$44M |
+$39.6M |
MMP, AMLP, LMRK, EPD, HEZU
|
13F-HR |
2/16/2017, 07:10 PM |
Q3 2016 |
200 |
$443M |
+$65.5M |
-$37M |
+$28.5M |
HEZU, AMLP, MMP, EPD, KO
|
13F-HR |
11/14/2016, 06:00 PM |
Q2 2016 |
192 |
$406M |
+$29.6M |
-$31.2M |
-$1.57M |
HEZU, AMLP, MMP, EPD, KO
|
13F-HR |
7/25/2016, 06:10 PM |
Q1 2016 |
189 |
$393M |
+$102M |
-$111M |
-$8.74M |
HEZU, AMLP, MMP, HEWJ, EPD
|
13F-HR |
5/18/2016, 05:42 PM |
Q4 2015 |
199 |
$404M |
+$84.6M |
-$85.2M |
-$540K |
HEDJ, HEZU, AMLP, MMP, DXJ
|
13F-HR |
2/10/2016, 01:12 PM |
Q3 2015 |
191 |
$401M |
+$61.1M |
-$57.7M |
+$3.35M |
HEDJ, IGF, MMP, DXJ, EPD
|
13F-HR |
11/12/2015, 04:16 PM |
Q2 2015 |
192 |
$450M |
+$42.1M |
-$21.2M |
+$20.9M |
IGF, MMP, DXJ, EPD, HEDJ
|
13F-HR |
8/12/2015, 03:04 PM |
Q1 2015 |
171 |
$445M |
+$116M |
-$85.6M |
+$30.7M |
IGF, MMP, EPD, DXJ, EEP
|
13F-HR |
5/15/2015, 04:26 PM |
Q3 2014 |
140 |
$425M |
+$35.1M |
-$23.5M |
+$11.6M |
VGK, MMP, EPD, IGF, PAA
|
13F-HR |
11/10/2014, 04:36 PM |
Q2 2014 |
132 |
$421M |
+$47.3M |
-$46.3M |
+$989K |
VGK, MMP, EPD, IGF, PAA
|
13F-HR |
8/5/2014, 12:35 PM |
Q1 2014 |
136 |
$401M |
+$69.9M |
-$58.8M |
+$11.1M |
SJNK, MMP, EPD, PAA, SHM
|
13F-HR |
5/15/2014, 09:47 AM |
Q4 2013 |
132 |
$394M |
$0 |
$0 |
|
SJNK, DEM, MMP, EPD, AMJ
|
13F-HR |
3/3/2014, 01:46 PM |