Q3 2024 |
294 |
$1.11B |
+$164M |
-$30M |
+$134M |
AAPL, SPY, MSFT, NVDA, QQQ
|
13F-HR |
11/7/2024, 09:49 AM |
Q2 2024 |
285 |
$923M |
+$62.7M |
-$121M |
-$58.4M |
SPY, AAPL, QQQ, MSFT, NVDA
|
13F-HR |
7/25/2024, 02:41 PM |
Q1 2024 |
281 |
$996M |
+$199M |
-$22.9M |
+$177M |
SPY, AAPL, MSFT, QQQ, NVDA
|
13F-HR |
4/26/2024, 03:27 PM |
Q4 2023 |
240 |
$770M |
+$38.8M |
-$22.4M |
+$16.4M |
AAPL, SPY, QQQ, MSFT, IWF
|
13F-HR |
2/1/2024, 01:36 PM |
Q3 2023 |
227 |
$688M |
+$190M |
-$17.2M |
+$173M |
AAPL, SPY, QQQ, MSFT, PEP
|
13F-HR |
10/12/2023, 10:35 AM |
Q2 2023 |
212 |
$534M |
+$46.8M |
-$27.1M |
+$19.7M |
SPY, AAPL, QQQ, IWF, JEPI
|
13F-HR |
8/7/2023, 02:25 PM |
Q1 2023 |
208 |
$483M |
+$66.6M |
-$22.3M |
+$44.3M |
SPY, AAPL, QQQ, JEPI, IWF
|
13F-HR |
8/8/2023, 08:46 AM |
Q4 2022 |
198 |
$415M |
+$38.9M |
-$22.7M |
+$16.2M |
SPY, AAPL, QQQ, VYM, VTV
|
13F-HR |
2/1/2023, 09:57 AM |
Q3 2022 |
185 |
$376M |
+$40.6M |
-$17.6M |
+$23M |
SPY, AAPL, QQQ, VTV, VYM
|
13F-HR |
11/3/2022, 02:01 PM |
Q2 2022 |
184 |
$391M |
+$47.5M |
-$28.2M |
+$19.3M |
SPY, AAPL, QQQ, VTV, VYM
|
13F-HR |
8/4/2022, 09:03 AM |
Q1 2022 |
181 |
$448M |
+$43M |
-$40.4M |
+$2.65M |
SPY, AAPL, QQQ, VYM, VTV
|
13F-HR |
5/4/2022, 10:55 AM |
Q4 2021 |
176 |
$468M |
+$39.7M |
-$38.4M |
+$1.35M |
SPY, AAPL, QQQ, VYM, GOOGL
|
13F-HR |
2/2/2022, 11:45 AM |
Q3 2021 |
169 |
$437M |
+$22.1M |
-$17.3M |
+$4.77M |
SPY, QQQ, AAPL, VYM, IVOL
|
13F-HR |
10/28/2021, 08:54 AM |
Q2 2021 |
170 |
$437M |
+$23M |
-$20.7M |
+$2.36M |
SPY, QQQ, AAPL, VYM, IVOL
|
13F-HR |
8/2/2021, 12:06 PM |
Q1 2021 |
163 |
$405M |
+$24.8M |
-$28.1M |
-$3.3M |
SPY, QQQ, AAPL, IVOL, VYM
|
13F-HR |
4/19/2021, 10:28 AM |
Q4 2020 |
170 |
$401M |
+$26.2M |
-$141M |
-$114M |
SPY, QQQ, AAPL, VYM, IVOL
|
13F-HR |
1/25/2021, 10:13 AM |
Q3 2020 |
175 |
$463M |
+$49.8M |
-$53.5M |
-$3.76M |
SPY, AAPL, QQQ, PFEB, VYM
|
13F-HR |
10/27/2020, 09:30 AM |
Q2 2020 |
172 |
$447M |
+$72.6M |
-$46.2M |
+$26.4M |
SPY, PFEB, AAPL, QQQ, VYM
|
13F-HR |
7/29/2020, 01:04 PM |
Q1 2020 |
171 |
$351M |
+$49.1M |
-$64.4M |
-$15.3M |
SPY, PFEB, QQQ, AAPL, VOO
|
13F-HR |
4/28/2020, 11:19 AM |
Q4 2019 |
210 |
$437M |
+$85.4M |
-$19.8M |
+$65.6M |
SPY, AAPL, QQQ, VOO, VYM
|
13F-HR |
2/6/2020, 04:28 PM |
Q3 2019 |
170 |
$343M |
+$9.19M |
-$22.6M |
-$13.4M |
SPY, QQQ, AAPL, MDY, VOO
|
13F-HR |
11/5/2019, 12:56 PM |
Q2 2019 |
172 |
$355M |
+$35.5M |
-$17.2M |
+$18.3M |
SPY, QQQ, AAPL, MDY, VOO
|
13F-HR |
8/5/2019, 01:03 PM |
Q1 2019 |
158 |
$326M |
+$90.2M |
-$8.57M |
+$81.6M |
SPY, QQQ, AAPL, MDY, VOO
|
13F-HR |
5/6/2019, 12:40 PM |
Q4 2018 |
98 |
$217M |
$0 |
$0 |
|
SPY, QQQ, MDY, VOO, AOM
|
13F-HR |
2/13/2019, 02:03 PM |