Notify me when EXCELSIA, INC. files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2015 | 18 | $47,485,000 | +$7,163,531 | -$10,233,243 | -$3,069,712 | LQD, DVY, PKW, AMLP, VHT | 13F-HR | 29 Jul 2015, 09:50 |
| Q1 2015 | 25 | $51,921,000 | +$21,295,585 | -$11,610,089 | +$9,685,496 | LQD, DVY, PKW, AMLP, BPL | 13F-HR | 28 Apr 2015, 17:44 |
| Q4 2014 | 29 | $42,827,000 | +$22,512,443 | -$37,712,821 | -$15,200,378 | DVY, AMLP, RWX, EFA, PEP | 13F-HR | 20 Jan 2015, 11:17 |
| Q3 2014 | 35 | $60,500,000 | +$6,029,729 | -$20,106,854 | -$14,077,125 | IVE, DGS, FSC, FM, DWM | 13F-HR | 24 Oct 2014, 13:40 |
| Q2 2014 | 40 | $77,950,000 | +$21,684,504 | -$19,501,410 | +$2,183,094 | IVE, DGS, FSC, AEM, GG | 13F-HR | 25 Jul 2014, 14:19 |
| Q1 2014 | 39 | $72,096,000 | +$6,118,121 | -$6,569,898 | -$451,777 | FSC, ORCL, IBM, QCOM, REM | 13F-HR | 25 Apr 2014, 10:30 |
| Q4 2013 | 39 | $72,373,000 | $0 | $0 | $0 | ORCL, QCOM, REM, DD, IBM | 13F-HR | 31 Jan 2014, 15:55 |