Q4 2022 |
641 |
$1.01B |
+$114M |
-$99.1M |
+$14.7M |
AAPL, MSFT, SPY, UCON, JEPI
|
13F-HR |
2/14/2023, 02:39 PM |
Q3 2022 |
616 |
$938M |
+$110M |
-$85.9M |
+$24.5M |
AAPL, SPY, MSFT, AMZN, JEPI
|
13F-HR |
11/14/2022, 03:18 PM |
Q2 2022 |
647 |
$980M |
+$101M |
-$132M |
-$31.4M |
AAPL, MSFT, SPY, AMZN, SOXX
|
13F-HR |
8/12/2022, 03:20 PM |
Q1 2022 |
728 |
$1.21B |
+$144M |
-$160M |
-$15.2M |
AAPL, MSFT, AMZN, SPY, SOXX
|
13F-HR |
5/13/2022, 12:41 PM |
Q4 2021 |
762 |
$1.29B |
+$714M |
-$16.4M |
+$698M |
AAPL, MSFT, SPY, QQQ, AMZN
|
13F-HR |
2/14/2022, 04:09 PM |
Q3 2021 |
443 |
$544M |
+$16.8M |
-$242M |
-$225M |
AAPL, MSFT, SPY, AMZN, QQQ
|
13F-HR |
11/12/2021, 03:17 PM |
Q2 2021 |
500 |
$772M |
+$106M |
-$35.7M |
+$70.1M |
AAPL, SPY, MSFT, QQQ, AMZN
|
13F-HR |
8/13/2021, 05:48 PM |
Q1 2021 |
450 |
$661M |
+$85.7M |
-$129M |
-$43.2M |
AAPL, SPY, MSFT, QQQ, AMZN
|
13F-HR |
5/14/2021, 02:08 PM |
Q4 2020 |
425 |
$680M |
+$49.3M |
-$41.4M |
+$7.91M |
AAPL, SPY, VB, MSFT, QQQ
|
13F-HR |
3/3/2021, 02:27 PM |
Q3 2020 |
389 |
$605M |
+$112M |
-$61M |
+$50.7M |
AAPL, SPY, QQQ, MSFT, AMZN
|
13F-HR |
11/13/2020, 03:47 PM |
Q2 2020 |
373 |
$546M |
+$83.9M |
-$48.1M |
+$35.7M |
AAPL, SPY, MSFT, QQQ, AMZN
|
13F-HR |
8/14/2020, 04:31 PM |
Q1 2020 |
345 |
$430M |
+$55M |
-$102M |
-$47.2M |
AAPL, SPY, MSFT, AMZN, GLD
|
13F-HR |
5/15/2020, 04:04 PM |
Q4 2019 |
428 |
$578M |
+$99.5M |
-$145M |
-$45.1M |
AAPL, IVV, MSFT, SCHG, SPY
|
13F-HR |
2/13/2020, 03:53 PM |
Q3 2019 |
430 |
$582M |
+$148M |
-$19M |
+$129M |
AAPL, QCOM, MSFT, SCHO, SPY
|
13F-HR |
11/13/2019, 03:58 PM |
Q2 2019 |
385 |
$448M |
+$58.4M |
-$20M |
+$38.5M |
AAPL, MSFT, SCHO, JPST, AMZN
|
13F-HR |
8/13/2019, 04:38 PM |
Q1 2019 |
390 |
$400M |
+$39.3M |
-$20.8M |
+$18.5M |
AAPL, MSFT, AMZN, JNJ, MMM
|
13F-HR |
5/16/2019, 04:26 PM |
Q4 2018 |
344 |
$338M |
+$33.4M |
-$49.1M |
-$15.7M |
AAPL, MSFT, IVV, AMZN, QCOM
|
13F-HR |
2/13/2019, 10:53 AM |
Q3 2018 |
395 |
$405M |
+$38M |
-$29.4M |
+$8.62M |
AAPL, AMZN, MSFT, QCOM, JNJ
|
13F-HR |
11/15/2018, 02:57 PM |
Q2 2018 |
384 |
$375M |
+$61.5M |
-$23M |
+$38.5M |
AAPL, MSFT, AMZN, JNJ, XOM
|
13F-HR |
8/17/2018, 08:00 PM |
Q1 2018 |
353 |
$322M |
+$24.9M |
-$37.8M |
-$12.8M |
AAPL, MSFT, JNJ, MMM, AMZN
|
13F-HR |
5/16/2018, 11:01 AM |
Q4 2017 |
334 |
$347M |
+$49.6M |
-$15.8M |
+$33.8M |
AAPL, JNJ, MSFT, MMM, XLP
|
13F-HR |
2/14/2018, 07:14 PM |
Q3 2017 |
313 |
$298M |
+$21.8M |
-$13.2M |
+$8.61M |
AAPL, JNJ, QCOM, XLP, MMM
|
13F-HR |
11/14/2017, 04:47 PM |
Q2 2017 |
299 |
$281M |
+$29.6M |
-$11.7M |
+$17.9M |
AAPL, JNJ, XLP, GE, MMM
|
13F-HR |
8/14/2017, 07:15 PM |
Q1 2017 |
275 |
$259M |
+$31.9M |
-$9.63M |
+$22.3M |
AAPL, XLP, JNJ, GE, PG
|
13F-HR |
6/6/2017, 11:59 AM |
Q4 2016 |
254 |
$226M |
+$28.8M |
-$15.6M |
+$13.3M |
AAPL, GE, JNJ, PG, CVX
|
13F-HR |
2/14/2017, 12:57 PM |
Q3 2016 |
255 |
$211M |
+$13.9M |
-$10.7M |
+$3.21M |
AAPL, JNJ, GE, PG, MMM
|
13F-HR |
11/15/2016, 11:49 AM |
Q2 2016 |
254 |
$206M |
+$19.6M |
-$17.2M |
+$2.39M |
AAPL, JNJ, GE, PG, MMM
|
13F-HR |
8/11/2016, 03:21 PM |
Q1 2016 |
302 |
$197M |
+$16.6M |
-$14.1M |
+$2.51M |
AAPL, GE, JNJ, PG, ED
|
13F-HR |
7/6/2016, 02:37 PM |
Q4 2015 |
306 |
$189M |
$0 |
$0 |
|
AAPL, GE, JNJ, PG, CVX
|
13F-HR |
3/11/2016, 12:46 PM |