Q2 2024 |
160 |
$334M |
+$55.2M |
-$28.7M |
+$26.5M |
UPS, AAPL, SPLG, LLY, WTMF
|
13F-HR |
8/13/2024, 10:40 AM |
Q1 2024 |
158 |
$314M |
+$43.6M |
-$29.6M |
+$14M |
UPS, AAPL, LLY, WTMF, PALC
|
13F-HR |
5/1/2024, 02:38 PM |
Q4 2023 |
154 |
$274M |
+$78.9M |
-$22.3M |
+$56.5M |
UPS, AAPL, WTMF, PALC, FTLS
|
13F-HR |
2/6/2024, 04:33 PM |
Q3 2023 |
120 |
$239M |
+$40.6M |
-$41.1M |
-$516K |
UPS, AAPL, TSLA, LLY, FNGU
|
13F-HR |
11/3/2023, 07:45 PM |
Q2 2023 |
117 |
$251M |
+$42.8M |
-$27.5M |
+$15.3M |
UPS, PBR, AAPL, SPY, LLY
|
13F-HR |
8/14/2023, 06:08 PM |
Q1 2023 |
104 |
$230M |
+$49.4M |
-$29M |
+$20.4M |
UPS, BABA, AAPL, PBR, IEF
|
13F-HR |
5/1/2023, 08:56 PM |
Q4 2022 |
101 |
$197M |
+$18.2M |
-$102M |
-$83.5M |
UPS, AAPL, LLY, AAXJ, IBDO
|
13F-HR |
1/4/2023, 01:09 PM |
Q3 2022 |
115 |
$251M |
+$55.8M |
-$52.7M |
+$3.08M |
UPS, BABA, PBR, AAPL, AMZN
|
13F-HR |
10/5/2022, 12:43 PM |
Q2 2022 |
127 |
$272M |
+$43.4M |
-$43.9M |
-$492K |
UPS, BABA, AAPL, COTY, COWZ
|
13F-HR |
7/6/2022, 11:44 AM |
Q1 2022 |
152 |
$316M |
+$65.7M |
-$40.9M |
+$24.8M |
UPS, AAPL, BABA, C, COWZ
|
13F-HR |
4/5/2022, 03:44 PM |
Q4 2021 |
149 |
$302M |
+$42.6M |
-$39.6M |
+$2.97M |
UPS, AAPL, PTIN, C, SCHD
|
13F-HR |
1/27/2022, 12:38 PM |
Q3 2021 |
149 |
$272M |
+$10.1M |
-$11.2M |
-$1.13M |
UPS, ET, AAPL, PTIN, COTY
|
13F-HR |
10/6/2021, 02:02 PM |
Q2 2021 |
146 |
$289M |
+$24.5M |
-$116M |
-$91.4M |
UPS, ET, AAPL, COTY, PTIN
|
13F-HR |
7/21/2021, 10:46 AM |
Q1 2021 |
200 |
$350M |
+$39.6M |
-$31M |
+$8.61M |
UPS, ATRS, AAPL, GE, COTY
|
13F-HR |
4/14/2021, 12:17 PM |
Q4 2020 |
190 |
$320M |
+$159M |
-$28.8M |
+$130M |
UPS, ATRS, AAPL, TRND, GE
|
13F-HR |
2/16/2021, 12:33 PM |
Q3 2020 |
115 |
$63.5M |
+$19.5M |
-$71.3M |
-$51.8M |
SPTL, SCHH, PGX, RODM, TDTT
|
13F-HR |
10/5/2020, 03:32 PM |
Q2 2020 |
139 |
$191M |
+$70.2M |
-$11.6M |
+$58.6M |
UPS, ATRS, AAPL, SCHO, TIP
|
13F-HR |
7/29/2020, 08:47 AM |
Q1 2020 |
115 |
$64.3M |
+$26.1M |
-$15.8M |
+$10.3M |
AAPL, SPTL, PGX, IAU, RODM
|
13F-HR |
4/8/2020, 10:48 AM |
Q4 2019 |
98 |
$126M |
+$19.4M |
-$31.7M |
-$12.3M |
UPS, SPTL, IAU, LLY, SCHH
|
13F-HR |
1/6/2020, 01:49 PM |
Q3 2019 |
115 |
$133M |
+$27.4M |
-$12.8M |
+$14.5M |
UPS, AAPL, SPTL, SCHH, PGX
|
13F-HR |
10/3/2019, 02:27 PM |
Q2 2019 |
110 |
$115M |
+$15.7M |
-$7.9M |
+$7.79M |
UPS, CORP, SCHO, RSF, AAPL
|
13F-HR |
7/8/2019, 04:04 PM |
Q1 2019 |
96 |
$108M |
+$11.3M |
-$26.3M |
-$15M |
UPS, SCHO, AAPL, PGX, SPTL
|
13F-HR |
4/9/2019, 05:02 PM |
Q4 2018 |
112 |
$112M |
$0 |
$0 |
|
UPS, SCHZ, SCHO, SCHD, PGX
|
13F-HR |
3/19/2019, 11:19 AM |