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⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q4 2025 | 44 | $344,792,578 | +$17,446,980 | -$21,284,856 | -$3,837,876 | SCHD, MSFT, PM, USB, CVX | 13F-HR | 07 Jan 2026, 15:19 |
| Q3 2025 | 46 | $344,116,733 | +$16,739,324 | -$15,848,349 | +$890,975 | SCHD, MSFT, CVX, USB, VZ | 13F-HR | 07 Oct 2025, 19:18 |
| Q2 2025 | 45 | $330,787,974 | +$22,859,622 | -$23,851,216 | -$991,594 | SCHD, MSFT, VZ, USB, GSK | 13F-HR | 31 Jul 2025, 11:07 |
| Q1 2025 | 46 | $335,646,687 | +$10,635,444 | -$11,235,540 | -$600,096 | SCHD, VZ, MSFT, BMY, USB | 13F-HR | 09 Apr 2025, 14:09 |
| Q4 2024 | 46 | $322,384,667 | +$104,781,628 | -$902,723 | +$103,878,905 | SCHD, MSFT, PM, VZ, BMY | 13F-HR | 13 Jan 2025, 13:44 |
| Q3 2024 | 47 | $330,426,456 | +$10,588,008 | -$8,357,376 | +$2,230,632 | SCHD, MSFT, VZ, PM, SPYD | 13F-HR | 28 Oct 2024, 15:00 |
| Q2 2024 | 49 | $302,184,347 | +$38,885,709 | -$39,192,301 | -$306,592 | SCHD, MSFT, VZ, PM, SPYD | 13F-HR | 10 Jul 2024, 10:12 |
| Q1 2024 | 49 | $308,355,224 | +$19,044,108 | -$30,416,783 | -$11,372,675 | SCHD, MSFT, HDV, VZ, PEG | 13F-HR | 10 Apr 2024, 12:25 |
| Q4 2023 | 49 | $302,683,695 | +$2,546,290 | -$3,382,487 | -$836,197 | SCHD, MSFT, VZ, IBM, PM | 13F-HR | 12 Jan 2024, 09:52 |
| Q3 2023 | 48 | $286,240,181 | +$8,873,754 | -$7,762,572 | +$1,111,182 | SCHD, MSFT, PFE, VZ, PM | 13F-HR | 10 Oct 2023, 10:29 |
| Q2 2023 | 47 | $298,695,111 | +$25,691,846 | -$16,532,028 | +$9,159,818 | SCHD, MSFT, VZ, PFE, PM | 13F-HR | 11 Jul 2023, 16:14 |
| Q1 2023 | 45 | $293,943,554 | +$24,855,540 | -$24,316,837 | +$538,703 | SCHD, GSK, VZ, PFE, UL | 13F-HR | 21 Apr 2023, 13:49 |
| Q4 2022 | 44 | $296,710,836 | +$37,573,215 | -$34,603,624 | +$2,969,591 | SCHD, CSCO, GSK, VZ, PM | 13F-HR | 30 Jan 2023, 12:40 |
| Q3 2022 | 44 | $260,162,000 | +$26,141,926 | -$21,443,364 | +$4,698,562 | SCHD, XOM, CSCO, VZ, GSK | 13F-HR | 12 Oct 2022, 07:50 |
| Q2 2022 | 46 | $284,556,000 | +$28,392,389 | -$26,285,882 | +$2,106,507 | SCHD, XOM, GSK, CSCO, VZ | 13F-HR | 19 Jul 2022, 10:13 |
| Q1 2022 | 46 | $298,847,000 | +$21,762,735 | -$21,748,696 | +$14,039 | SCHD, XOM, GSK, MSFT, VZ | 13F-HR | 28 Apr 2022, 12:29 |
| Q4 2021 | 46 | $293,580,000 | +$25,375,226 | -$30,678,516 | -$5,303,290 | SCHD, GSK, XOM, HDV, MSFT | 13F-HR | 09 Feb 2022, 14:47 |
| Q3 2021 | 45 | $275,076,000 | +$20,476,226 | -$12,450,709 | +$8,025,517 | SCHD, XOM, PFE, BEN, HDV | 13F-HR | 15 Oct 2021, 14:59 |
| Q2 2021 | 46 | $276,065,000 | +$10,269,730 | -$13,607,464 | -$3,337,734 | SCHD, XOM, BEN, IBM, PFE | 13F-HR | 12 Aug 2021, 17:41 |
| Q1 2021 | 43 | $268,262,000 | +$11,346,360 | -$8,220,794 | +$3,125,566 | SCHD, BEN, USB, XOM, HDV | 13F-HR | 07 May 2021, 08:51 |
| Q4 2020 | 46 | $241,032,000 | +$19,233,778 | -$8,933,052 | +$10,300,726 | SCHD, PFE, HDV, BEN, USB | 13F-HR | 04 Feb 2021, 10:46 |
| Q3 2020 | 44 | $206,976,000 | +$41,735,156 | -$41,313,608 | +$421,548 | SCHD, PFE, VZ, IBM, HDV | 13F-HR | 04 Nov 2020, 17:53 |
| Q2 2020 | 46 | $202,756,000 | +$24,760,980 | -$19,878,244 | +$4,882,736 | SCHD, GPC, VYM, CVX, XOM | 13F-HR | 27 Jul 2020, 09:59 |
| Q1 2020 | 44 | $174,713,000 | +$46,836,779 | -$51,192,634 | -$4,355,855 | SCHD, VYM, PFE, T, GSK | 13F-HR | 05 May 2020, 08:44 |
| Q4 2019 | 45 | $224,083,000 | +$9,100,407 | -$5,829,218 | +$3,271,189 | SCHD, VYM, T, KO, PFE | 13F-HR | 06 Feb 2020, 12:00 |
| Q3 2019 | 46 | $209,489,000 | +$12,089,728 | -$10,211,318 | +$1,878,410 | SCHD, VYM, T, KO, UL | 13F-HR | 08 Oct 2019, 14:32 |
| Q2 2019 | 47 | $204,392,000 | +$14,801,304 | -$15,379,036 | -$577,732 | VYM, SCHD, PFE, UL, KO | 13F-HR | 05 Aug 2019, 13:10 |
| Q1 2019 | 46 | $202,659,000 | +$12,264,973 | -$9,722,555 | +$2,542,418 | VYM, PFE, PG, SCHD, PAYX | 13F-HR | 15 May 2019, 16:30 |
| Q4 2018 | 46 | $178,985,000 | +$5,090,621 | -$1,602,216 | +$3,488,405 | PFE, CSCO, VYM, PG, KO | 13F-HR | 05 Feb 2019, 13:41 |
| Q3 2018 | 45 | $195,764,000 | +$9,980,671 | -$8,160,543 | +$1,820,128 | CSCO, PFE, VYM, SCHD, CVX | 13F-HR | 02 Nov 2018, 10:28 |
| Q2 2018 | 45 | $181,566,000 | +$11,287,947 | -$8,962,021 | +$2,325,926 | CSCO, VYM, CVX, PFE, SCHD | 13F-HR | 06 Aug 2018, 13:37 |
| Q1 2018 | 47 | $179,420,000 | +$25,333,546 | -$25,567,940 | -$234,394 | VYM, CSCO, BTI, PFE, CVX | 13F-HR | 01 May 2018, 08:40 |
| Q4 2017 | 45 | $187,475,000 | +$19,037,228 | -$19,039,715 | -$2,487 | VYM, BTI, CVX, CSCO, T | 13F-HR | 07 Feb 2018, 08:23 |
| Q3 2017 | 46 | $176,346,000 | +$17,242,423 | -$14,478,706 | +$2,763,717 | BA, VYM, BTI, CVX, PFE | 13F-HR | 08 Nov 2017, 14:39 |
| Q2 2017 | 47 | $165,123,000 | +$8,480,330 | -$6,075,713 | +$2,404,617 | BA, VYM, CVX, PFE, SCHD | 13F-HR | 02 Aug 2017, 14:40 |
| Q1 2017 | 47 | $160,916,000 | +$5,751,014 | -$1,859,500 | +$3,891,514 | BA, VYM, T, CVX, CSCO | 13F-HR | 08 May 2017, 12:55 |
| Q4 2016 | 46 | $153,038,000 | +$3,049,326 | -$2,988,030 | +$61,296 | VYM, CVX, T, BA, SCHD | 13F-HR | 08 Feb 2017, 15:27 |
| Q3 2016 | 44 | $152,217,000 | +$9,687,228 | -$5,427,171 | +$4,260,057 | VYM, T, CVX, CSCO, PFE | 13F-HR | 12 Oct 2016, 14:48 |
| Q2 2016 | 44 | $147,674,000 | +$12,022,769 | -$12,028,892 | -$6,123 | VYM, WEC, T, CVX, PFE | 13F-HR | 21 Jul 2016, 10:30 |
| Q1 2016 | 43 | $139,701,000 | +$16,607,258 | -$15,619,203 | +$988,055 | VYM, WEC, T, CVX, PM | 13F-HR | 05 Apr 2016, 13:31 |
| Q4 2015 | 43 | $132,047,000 | +$6,008,555 | -$5,445,673 | +$562,882 | PG, VYM, WEC, MCD, CVX | 13F-HR | 08 Feb 2016, 14:26 |
| Q3 2015 | 43 | $123,732,000 | +$11,496,502 | -$8,811,792 | +$2,684,710 | WEC, PG, PFE, T, KO | 13F-HR | 22 Oct 2015, 12:16 |
| Q2 2015 | 42 | $126,957,000 | +$13,749,073 | -$14,760,099 | -$1,011,026 | AAPL, PG, PFE, T, OXY | 13F-HR | 11 Aug 2015, 12:43 |
| Q1 2015 | 43 | $131,525,000 | +$14,105,141 | -$14,728,545 | -$623,404 | AAPL, PG, PFE, WEC, SYY | 13F-HR | 23 Apr 2015, 11:39 |
| Q4 2014 | 45 | $135,587,000 | +$21,306,821 | -$20,602,401 | +$704,420 | LMT, PG, AAPL, WEC, SYY | 13F-HR | 27 Jan 2015, 17:08 |
| Q3 2014 | 45 | $132,508,000 | +$6,659,783 | -$6,648,053 | +$11,730 | LMT, PG, CSCO, INTC, MSFT | 13F-HR | 20 Oct 2014, 13:29 |
| Q2 2014 | 47 | $132,774,000 | +$12,470,816 | -$11,421,362 | +$1,049,454 | LMT, INTC, PG, TTE, CSCO | 13F-HR | 11 Aug 2014, 14:04 |
| Q1 2014 | 52 | $129,172,000 | +$13,796,770 | -$12,397,598 | +$1,399,172 | LMT, PG, TTE, PFE, POT | 13F-HR | 14 Apr 2014, 15:46 |
| Q4 2013 | 94 | $125,025,000 | $0 | $0 | $0 | LMT, PG, PFE, TTE, DHS | 13F-HR | 04 Feb 2014, 16:21 |