Q3 2024 |
265 |
$748M |
+$22.9M |
-$14M |
+$8.91M |
SPY, QQQ, LLY, AAPL, IWM
|
13F-HR |
10/31/2024, 09:52 AM |
Q2 2024 |
258 |
$699M |
+$49.9M |
-$9.85M |
+$40.1M |
SPY, QQQ, LLY, AAPL, MSFT
|
13F-HR |
7/31/2024, 01:45 PM |
Q1 2024 |
251 |
$656M |
+$38.6M |
-$17.2M |
+$21.5M |
SPY, QQQ, LLY, AAPL, MSFT
|
13F-HR |
5/7/2024, 08:33 AM |
Q4 2023 |
244 |
$594M |
+$18M |
-$29.5M |
-$11.4M |
SPY, QQQ, AAPL, LLY, MSFT
|
13F-HR |
2/6/2024, 01:42 PM |
Q3 2023 |
252 |
$552M |
+$11.6M |
-$14.7M |
-$3.1M |
SPY, QQQ, AAPL, LLY, MSFT
|
13F-HR |
11/6/2023, 04:44 PM |
Q2 2023 |
258 |
$573M |
+$25M |
-$14.7M |
+$10.2M |
SPY, QQQ, AAPL, LLY, MSFT
|
13F-HR |
8/2/2023, 02:50 PM |
Q1 2023 |
253 |
$538M |
+$15.3M |
-$4.62M |
+$10.7M |
SPY, AAPL, QQQ, RSP, MSFT
|
13F-HR |
5/5/2023, 03:22 PM |
Q4 2022 |
247 |
$509M |
+$10.1M |
-$14.2M |
-$4.16M |
SPY, AAPL, QQQ, RSP, LLY
|
13F-HR |
2/8/2023, 04:07 PM |
Q3 2022 |
238 |
$475M |
+$13.7M |
-$17.9M |
-$4.16M |
SPY, AAPL, QQQ, LLY, DVY
|
13F-HR |
11/7/2022, 09:31 AM |
Q2 2022 |
247 |
$511M |
+$10.5M |
-$13.9M |
-$3.33M |
SPY, AAPL, QQQ, DVY, LLY
|
13F-HR |
7/28/2022, 08:48 AM |
Q1 2022 |
257 |
$596M |
+$26M |
-$13.8M |
+$12.2M |
SPY, AAPL, QQQ, MSFT, RSP
|
13F-HR |
5/6/2022, 01:23 PM |
Q4 2021 |
264 |
$603M |
+$9.93M |
-$20.1M |
-$10.2M |
SPY, AAPL, QQQ, MSFT, DVY
|
13F-HR |
2/4/2022, 02:33 PM |
Q3 2021 |
261 |
$576M |
+$35.3M |
-$21.2M |
+$14.1M |
SPY, AAPL, QQQ, MSFT, DVY
|
13F-HR |
11/10/2021, 08:50 AM |
Q2 2021 |
246 |
$565M |
+$25.5M |
-$28M |
-$2.47M |
SPY, QQQ, AAPL, MSFT, DVY
|
13F-HR |
8/9/2021, 08:24 AM |
Q1 2021 |
240 |
$540M |
+$36.8M |
-$19.8M |
+$17M |
SPY, QQQ, AAPL, DVY, CWB
|
13F-HR |
5/10/2021, 09:36 AM |
Q4 2020 |
216 |
$497M |
+$38M |
-$9.48M |
+$28.6M |
SPY, AAPL, QQQ, SHY, IGSB
|
13F-HR |
2/5/2021, 04:27 PM |
Q3 2020 |
189 |
$421M |
+$35M |
-$10.2M |
+$24.8M |
SPY, AAPL, QQQ, SHY, IGSB
|
13F-HR |
10/29/2020, 08:51 AM |
Q2 2020 |
188 |
$386M |
+$52.1M |
-$24.4M |
+$27.6M |
SPY, QQQ, SHY, AAPL, IGSB
|
13F-HR |
8/7/2020, 01:17 PM |
Q1 2020 |
165 |
$304M |
+$12.3M |
-$17.6M |
-$5.32M |
SPY, QQQ, DVY, AAPL, IJH
|
13F-HR |
5/6/2020, 08:59 AM |
Q4 2019 |
187 |
$393M |
+$29.2M |
-$14.2M |
+$15M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
1/30/2020, 08:40 AM |
Q3 2019 |
171 |
$351M |
+$9.41M |
-$9.22M |
+$185K |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
11/4/2019, 08:38 AM |
Q2 2019 |
175 |
$348M |
+$6.68M |
-$17.3M |
-$10.7M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
7/29/2019, 09:09 AM |
Q1 2019 |
174 |
$350M |
+$14.6M |
-$9.68M |
+$4.9M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
4/29/2019, 09:41 AM |
Q4 2018 |
174 |
$309M |
+$4.41M |
-$19.2M |
-$14.8M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
1/28/2019, 03:22 PM |
Q3 2018 |
184 |
$370M |
+$25.3M |
-$24.1M |
+$1.2M |
SPY, QQQ, IJH, DVY, BBT
|
13F-HR |
11/8/2018, 02:10 PM |
Q2 2018 |
179 |
$355M |
+$19.6M |
-$23.3M |
-$3.63M |
SPY, QQQ, IJH, DVY, BBT
|
13F-HR |
8/6/2018, 09:53 AM |
Q1 2018 |
182 |
$352M |
+$13.5M |
-$13.5M |
-$7.82K |
SPY, BBT, DVY, IJH, QQQ
|
13F-HR |
5/4/2018, 09:31 AM |
Q4 2017 |
182 |
$359M |
+$12.6M |
-$8.11M |
+$4.47M |
SPY, BBT, DVY, IJH, QQQ
|
13F-HR |
2/6/2018, 04:03 PM |
Q3 2017 |
180 |
$345M |
+$17.9M |
-$15.4M |
+$2.48M |
SPY, BBT, DVY, IJH, QQQ
|
13F-HR |
11/6/2017, 03:55 PM |
Q2 2017 |
172 |
$327M |
+$12.4M |
-$5.07M |
+$7.29M |
SPY, BBT, DVY, IJH, QQQ
|
13F-HR |
8/8/2017, 10:21 AM |
Q1 2017 |
167 |
$314M |
+$20.2M |
-$3.79M |
+$16.4M |
SPY, BBT, DVY, IJH, QQQ
|
13F-HR |
5/3/2017, 12:26 PM |
Q4 2016 |
157 |
$289M |
+$11.8M |
-$5.66M |
+$6.15M |
BBT, SPY, DVY, IJH, QQQ
|
13F-HR |
2/14/2017, 04:33 PM |
Q3 2016 |
154 |
$276M |
+$18M |
-$10.1M |
+$7.86M |
SPY, DVY, BBT, QQQ, IJH
|
13F-HR |
11/8/2016, 09:30 AM |
Q2 2016 |
155 |
$263M |
+$6.11M |
-$11M |
-$4.85M |
SPY, DVY, BBT, IJH, GE
|
13F-HR |
8/8/2016, 03:32 PM |
Q1 2016 |
157 |
$260M |
+$12.8M |
-$8.46M |
+$4.38M |
SPY, DVY, BBT, GE, QQQ
|
13F-HR |
5/2/2016, 04:43 PM |
Q4 2015 |
161 |
$253M |
+$6.28M |
-$75.9M |
-$69.6M |
SPY, BBT, DVY, QQQ, GE
|
13F-HR |
2/2/2016, 04:20 PM |
Q3 2015 |
198 |
$307M |
+$9.19M |
-$15.9M |
-$6.7M |
SPY, DVY, BBT, IJH, QQQ
|
13F-HR |
11/5/2015, 01:56 PM |
Q2 2015 |
205 |
$340M |
+$15.4M |
-$8.52M |
+$6.9M |
SPY, BBT, DVY, IJH, QQQ
|
13F-HR |
8/5/2015, 10:55 AM |
Q1 2015 |
202 |
$335M |
+$5.83M |
-$9.81M |
-$3.98M |
SPY, DVY, BBT, IJH, QQQ
|
13F-HR |
5/5/2015, 03:08 PM |
Q4 2014 |
201 |
$337M |
+$12M |
-$10.6M |
+$1.46M |
SPY, BBT, DVY, IJH, XOM
|
13F-HR |
2/23/2015, 12:11 PM |
Q3 2014 |
196 |
$329M |
+$9.63M |
-$5.44M |
+$4.19M |
SPY, BBT, DVY, XOM, QQQ
|
13F-HR |
10/31/2014, 03:00 PM |
Q2 2014 |
195 |
$329M |
+$15.3M |
-$7.29M |
+$7.98M |
SPY, BBT, DVY, XOM, IJH
|
13F-HR |
7/31/2014, 01:04 PM |
Q1 2014 |
191 |
$312M |
+$19.9M |
-$7.5M |
+$12.4M |
SPY, BBT, DVY, XOM, IJH
|
13F-HR |
5/5/2014, 09:54 AM |
Q4 2013 |
195 |
$294M |
$0 |
$0 |
|
BBT, SPY, DVY, XOM, EEM
|
13F-HR |
2/11/2014, 12:47 PM |