Q3 2024 |
36 |
$51.9M |
+$22.9M |
-$38.7M |
-$15.8M |
IAU, SLV, CEF, XBI, XLV
|
13F-HR |
11/12/2024, 10:58 AM |
Q2 2024 |
48 |
$66.1M |
+$17.7M |
-$7.21M |
+$10.5M |
IAU, CEF, VNQ, PSQ, NUGT
|
13F-HR |
8/7/2024, 03:05 PM |
Q1 2024 |
41 |
$55.1M |
+$18.4M |
-$10.5M |
+$7.94M |
IAU, CEF, VICI, DAL, HUM
|
13F-HR |
5/7/2024, 01:00 PM |
Q4 2023 |
30 |
$46.8M |
+$18.8M |
-$28.9M |
-$10.1M |
IAU, SLV, GDX, EPD, HUM
|
13F-HR |
2/13/2024, 08:59 AM |
Q3 2023 |
24 |
$54.7M |
+$23.5M |
-$22M |
+$1.53M |
IAU, SLV, CEF, PGEN, TMQ
|
13F-HR |
11/6/2023, 09:13 AM |
Q2 2023 |
14 |
$55.8M |
+$6.01M |
-$17.2M |
-$11.2M |
SILC, PGEN, TMQ, BMRA
|
13F-HR |
8/9/2023, 11:04 AM |
Q1 2023 |
17 |
$64.3M |
+$17.1M |
-$15.2M |
+$1.92M |
PGEN, SILC, UHAL, BMRA, TMQ
|
13F-HR |
5/9/2023, 08:32 AM |
Q4 2022 |
28 |
$57.6M |
+$40.2M |
-$10.1M |
+$30M |
SILC, BLCO, ATUS, WBD, SOFI
|
13F-HR |
2/13/2023, 12:36 PM |
Q3 2022 |
19 |
$26.7M |
+$4.24M |
-$17.1M |
-$12.9M |
SILC, BLCO, PGEN, BMRA, MNMD
|
13F-HR |
11/10/2022, 11:24 AM |
Q2 2022 |
22 |
$38.9M |
+$3.87M |
-$44.5M |
-$40.6M |
SILC, PGEN, BMRA, WFCPRL, MNMD
|
13F-HR |
8/8/2022, 12:44 PM |
Q1 2022 |
35 |
$84.9M |
+$26.2M |
-$20.4M |
+$5.76M |
SILC, WFCPRL, ESNT, MTG, BMRA
|
13F-HR |
5/11/2022, 03:09 PM |
Q4 2021 |
33 |
$82.1M |
+$42.7M |
-$25.2M |
+$17.5M |
SILC, AZN, IDIV, SHC, SLV
|
13F-HR |
2/11/2022, 02:33 PM |
Q3 2021 |
28 |
$65.6M |
+$13.3M |
-$28.9M |
-$15.5M |
XDIV, IDIV, T, OGN, SILC
|
13F-HR |
11/12/2021, 12:52 PM |
Q2 2021 |
39 |
$84M |
+$19.8M |
-$12.7M |
+$7.05M |
XDIV, EPD, GDX, FI, BABA
|
13F-HR |
8/12/2021, 01:53 PM |
Q1 2021 |
33 |
$74.5M |
+$29.7M |
-$52M |
-$22.3M |
XDIV, RSX, ATUS, BABA, EPD
|
13F-HR |
5/17/2021, 06:24 AM |
Q4 2020 |
47 |
$95.9M |
+$40.9M |
-$18.1M |
+$22.8M |
XDIV, SILJ, CHL, USM, IDIV
|
13F-HR |
2/16/2021, 09:24 AM |
Q3 2020 |
19 |
$62.6M |
+$19.6M |
-$39M |
-$19.4M |
XDIV, GLD, FXI, IDIV, GDXJ
|
13F-HR |
11/13/2020, 10:42 AM |
Q2 2020 |
34 |
$78.1M |
+$39.9M |
-$29.1M |
+$10.9M |
XDIV, CEF, IDIV, CMCSA, EPD
|
13F-HR |
8/13/2020, 11:06 AM |
Q1 2020 |
49 |
$56M |
+$25M |
-$83.9M |
-$58.9M |
XDIV, WFCPRL, BACPRL, CMCSA, IDIV
|
13F-HR |
5/15/2020, 08:26 AM |
Q4 2019 |
46 |
$136M |
+$63.9M |
-$93.5M |
-$29.6M |
XDIV, CEF, IAU, BMY, IDIV
|
13F-HR |
2/14/2020, 10:48 AM |
Q3 2019 |
31 |
$165M |
+$45.3M |
-$77.1M |
-$31.8M |
IDIV, BMY, CEF, SBGI, BB
|
13F-HR |
11/14/2019, 09:53 AM |
Q2 2019 |
42 |
$197M |
+$73.2M |
-$61M |
+$12.2M |
XDIV, BMY, IDIV, ILMN, AMLP
|
13F-HR |
8/14/2019, 03:26 PM |
Q1 2019 |
35 |
$177M |
$0 |
$0 |
|
XDIV, CEF, GLDM, XLF, IDIV
|
New Holdings |
5/15/2019, 03:21 PM |
Q1 2019 |
35 |
$177M |
+$64.4M |
-$50.2M |
+$14.2M |
XDIV, CEF, GLDM, XLF, IDIV
|
13F-HR |
5/15/2019, 12:55 PM |
Q4 2018 |
34 |
$157M |
+$105M |
-$28.6M |
+$76M |
XDIV, CEF, IDIV, AAPL, MIK
|
13F-HR |
2/11/2019, 12:42 PM |
Q3 2018 |
34 |
$84.5M |
+$29.1M |
-$19M |
+$10M |
XDIV, CEF, IDIV, ATUS, AMLP
|
13F-HR |
11/14/2018, 05:05 PM |
Q2 2018 |
19 |
$76.4M |
+$35.4M |
-$45.4M |
-$10M |
XDIV, CEF, NXPI, IDIV, CCO
|
13F-HR |
8/9/2018, 02:26 PM |
Q1 2018 |
37 |
$84.4M |
+$31.5M |
-$55.3M |
-$23.8M |
ATUS, AMCX, DHI, LEN, ETM
|
13F-HR |
5/15/2018, 12:28 PM |
Q4 2017 |
49 |
$108M |
$0 |
$0 |
|
CEF, WFC, GDX, KRE, VZ
|
13F-HR |
2/16/2018, 08:42 AM |