Q3 2024 |
394 |
$2.59B |
+$127M |
-$83.6M |
+$42.9M |
AAPL, SPYG, SPYV, MSFT, NVDA
|
13F-HR |
11/5/2024, 07:01 AM |
Q2 2024 |
389 |
$2.43B |
+$139M |
-$159M |
-$20M |
AAPL, SPYG, SPYV, MSFT, NVDA
|
13F-HR |
8/2/2024, 04:04 PM |
Q1 2024 |
385 |
$2.46B |
+$189M |
-$166M |
+$23.3M |
SPYG, SPYV, AAPL, MSFT, SPY
|
13F-HR |
4/26/2024, 11:41 AM |
Q4 2023 |
378 |
$2.28B |
+$203M |
-$222M |
-$19M |
AAPL, SPYV, SPYG, MSFT, IJR
|
13F-HR |
2/6/2024, 02:52 PM |
Q3 2023 |
374 |
$2.1B |
+$90.3M |
-$72.8M |
+$17.5M |
AAPL, MSFT, GLD, SPY, MDYG
|
13F-HR |
11/6/2023, 11:31 AM |
Q2 2023 |
382 |
$2.16B |
+$361M |
-$167M |
+$195M |
AAPL, MSFT, GLD, MDYG, SPY
|
13F-HR |
8/1/2023, 09:41 AM |
Q1 2023 |
381 |
$1.88B |
+$69.4M |
-$148M |
-$78.8M |
MSFT, SPY, MDYG, IEFA, GLD
|
13F-HR |
4/26/2023, 02:59 PM |
Q4 2022 |
375 |
$1.87B |
+$74.1M |
-$53.8M |
+$20.3M |
AAPL, SPY, MSFT, MDYG, GLD
|
13F-HR |
2/2/2023, 09:40 AM |
Q3 2022 |
361 |
$1.72B |
+$125M |
-$48.2M |
+$76.9M |
AAPL, SPY, MSFT, MDYG, GLD
|
13F-HR |
11/2/2022, 11:32 AM |
Q2 2022 |
371 |
$1.78B |
+$230M |
-$89.6M |
+$140M |
AAPL, MSFT, SPY, GLD, MDYG
|
13F-HR |
8/3/2022, 02:07 PM |
Q1 2022 |
384 |
$1.93B |
+$157M |
-$59.5M |
+$97.9M |
AAPL, SPY, MSFT, GLD, AMZN
|
13F-HR |
5/3/2022, 04:06 PM |
Q4 2021 |
383 |
$1.9B |
+$136M |
-$54.6M |
+$80.9M |
AAPL, MSFT, GLD, SPY, AMZN
|
13F-HR |
2/3/2022, 10:14 AM |
Q3 2021 |
359 |
$1.67B |
+$64M |
-$10.9M |
+$53.2M |
GLD, MSFT, AAPL, SPY, AMZN
|
13F-HR |
11/5/2021, 03:21 PM |
Q2 2021 |
350 |
$1.64B |
+$57.3M |
-$37.9M |
+$19.4M |
GLD, MSFT, AAPL, SPY, AMZN
|
13F-HR |
8/6/2021, 11:17 AM |
Q1 2021 |
337 |
$1.53B |
+$106M |
-$98.9M |
+$7.24M |
GLD, MSFT, AAPL, SPY, AMZN
|
13F-HR |
5/6/2021, 12:07 PM |
Q4 2020 |
315 |
$1.45B |
+$83.7M |
-$34.7M |
+$49M |
GLD, AAPL, MSFT, SPY, AMZN
|
13F-HR |
2/10/2021, 10:29 AM |
Q3 2020 |
285 |
$1.29B |
+$99.2M |
-$35.7M |
+$63.6M |
GLD, AAPL, MSFT, SPY, AMZN
|
13F-HR |
11/4/2020, 12:15 PM |
Q2 2020 |
290 |
$1.18B |
+$74.5M |
-$60.8M |
+$13.8M |
GLD, MSFT, AAPL, SPY, AMZN
|
13F-HR |
8/6/2020, 02:26 PM |
Q1 2020 |
287 |
$1B |
+$63.5M |
-$69.3M |
-$5.81M |
GLD, MSFT, SPY, AAPL, SPYG
|
13F-HR |
4/29/2020, 12:33 PM |
Q4 2019 |
317 |
$1.23B |
+$78.1M |
-$36.4M |
+$41.7M |
GLD, MSFT, AAPL, SPY, JPM
|
13F-HR |
2/4/2020, 02:47 PM |
Q3 2019 |
309 |
$1.11B |
+$72.2M |
-$45.5M |
+$26.7M |
GLD, MSFT, SPY, AAPL, SPYG
|
13F-HR |
11/1/2019, 03:09 PM |
Q2 2019 |
328 |
$1.07B |
+$115M |
-$76.8M |
+$37.8M |
MSFT, SPY, AAPL, IJH, SPYG
|
13F-HR |
7/22/2019, 03:00 PM |
Q1 2019 |
323 |
$1B |
+$47.9M |
-$49.5M |
-$1.62M |
SPY, MSFT, AAPL, IJH, SPYG
|
13F-HR |
4/25/2019, 09:08 AM |
Q4 2018 |
315 |
$897M |
+$89.3M |
-$48.4M |
+$40.9M |
SPY, MSFT, IJH, SPYG, AAPL
|
13F-HR |
1/28/2019, 01:44 PM |
Q3 2018 |
324 |
$982M |
+$52.9M |
-$33.3M |
+$19.6M |
SPY, IJH, MSFT, AAPL, EFA
|
13F-HR |
10/31/2018, 02:06 PM |
Q2 2018 |
324 |
$907M |
+$52M |
-$31.6M |
+$20.4M |
SPY, IJH, MSFT, AAPL, EFA
|
13F-HR |
7/30/2018, 09:45 AM |
Q1 2018 |
325 |
$878M |
+$71.8M |
-$81.3M |
-$9.54M |
SPY, IJH, EFA, MSFT, AAPL
|
13F-HR |
4/30/2018, 10:14 AM |
Q4 2017 |
333 |
$909M |
+$60.7M |
-$57.9M |
+$2.72M |
SPY, IJH, EFA, AAPL, MSFT
|
13F-HR |
1/17/2018, 10:56 AM |
Q3 2017 |
325 |
$863M |
+$42.9M |
-$26.9M |
+$16M |
SPY, IJH, EFA, AAPL, FNB
|
13F-HR |
11/6/2017, 01:44 PM |
Q2 2017 |
325 |
$818M |
+$61M |
-$26.7M |
+$34.3M |
SPY, IJH, EFA, AAPL, FNB
|
13F-HR |
8/7/2017, 10:59 AM |
Q1 2017 |
314 |
$771M |
+$84.5M |
-$47.2M |
+$37.3M |
SPY, IJH, EFA, PFF, FNB
|
13F-HR |
5/9/2017, 02:10 PM |
Q4 2016 |
292 |
$710M |
+$54.3M |
-$37.7M |
+$16.6M |
FNB, IJH, SPY, AAPL, PFF
|
13F-HR |
1/30/2017, 10:32 AM |
Q3 2016 |
279 |
$664M |
+$26.4M |
-$27.5M |
-$1.03M |
XOM, FNB, AAPL, SPY, IJH
|
13F-HR |
11/2/2016, 02:38 PM |
Q2 2016 |
277 |
$652M |
+$23.7M |
-$42.2M |
-$18.5M |
XOM, FNB, AAPL, SPY, JNJ
|
13F-HR |
7/27/2016, 04:39 PM |
Q1 2016 |
294 |
$653M |
+$43.1M |
-$27.6M |
+$15.4M |
FNB, XOM, AAPL, IJH, SPY
|
13F-HR |
5/9/2016, 02:47 PM |
Q4 2015 |
297 |
$632M |
+$40.8M |
-$20M |
+$20.8M |
FNB, XOM, AAPL, IJH, SPY
|
13F-HR |
2/3/2016, 12:37 PM |
Q3 2015 |
296 |
$583M |
+$30.2M |
-$16.2M |
+$13.9M |
FNB, XOM, AAPL, IJH, SPY
|
13F-HR |
11/9/2015, 01:37 PM |
Q2 2015 |
296 |
$622M |
+$62.7M |
-$19.7M |
+$43M |
FNB, XOM, AAPL, IJH, MRK
|
13F-HR |
7/20/2015, 03:49 PM |
Q1 2015 |
268 |
$585M |
+$60.2M |
-$28.4M |
+$31.9M |
FNB, XOM, AAPL, IJH, JNJ
|
13F-HR |
5/8/2015, 03:37 PM |
Q4 2014 |
241 |
$561M |
+$26.6M |
-$16.1M |
+$10.5M |
FNB, XOM, AAPL, MSFT, PG
|
13F-HR |
1/27/2015, 07:54 PM |
Q3 2014 |
246 |
$529M |
+$33.3M |
-$16.8M |
+$16.5M |
FNB, XOM, AAPL, MSFT, JNJ
|
13F-HR |
11/6/2014, 02:29 PM |
Q2 2014 |
245 |
$519M |
+$53.6M |
-$103M |
-$49.6M |
FNB, XOM, IJH, JNJ, AAPL
|
13F-HR |
8/8/2014, 12:01 PM |
Q1 2014 |
239 |
$559M |
+$22.8M |
-$21.1M |
+$1.67M |
FNB, XOM, IJH, JNJ, MSFT
|
13F-HR |
5/7/2014, 04:18 PM |
Q4 2013 |
246 |
$549M |
$0 |
$0 |
|
FNB, XOM, IJH, CVX, PG
|
13F-HR |
2/4/2014, 11:06 AM |