Q3 2021 |
83 |
$339M |
+$12.6M |
-$9.09M |
+$3.47M |
DGRO, VB, AAPL, MSFT, JPM
|
13F-HR |
11/23/2021, 01:17 PM |
Q2 2021 |
81 |
$337M |
+$17.7M |
-$451K |
+$17.3M |
DGRO, VB, AAPL, UNH, MSFT
|
13F-HR |
8/13/2021, 04:54 PM |
Q1 2021 |
77 |
$307M |
+$134M |
-$4.61M |
+$129M |
DGRO, VB, AAPL, JPM, UNH
|
13F-HR |
5/28/2021, 04:18 PM |
Q4 2020 |
56 |
$169M |
+$12.8M |
-$2.98M |
+$9.78M |
VB, AAPL, DIS, TJX, UNH
|
13F-HR |
1/20/2021, 01:20 PM |
Q3 2020 |
56 |
$141M |
+$7.12M |
-$3.95M |
+$3.17M |
VB, AAPL, LIN, UNH, MSFT
|
13F-HR |
11/12/2020, 02:42 PM |
Q2 2020 |
54 |
$133M |
+$21.5M |
-$56.8M |
-$35.3M |
VB, AAPL, UNH, MSFT, LIN
|
13F-HR |
8/4/2020, 04:43 PM |
Q1 2020 |
54 |
$150M |
+$28.5M |
-$4.8M |
+$23.7M |
SPXU, XSLV, MSFT, JNJ, AAPL
|
Restatement |
5/12/2020, 02:14 PM |
Q4 2019 |
58 |
$161M |
+$3.57M |
-$2.19M |
+$1.38M |
XSLV, AAPL, JPM, MSFT, JNJ
|
Restatement |
1/27/2020, 04:54 PM |
Q3 2019 |
58 |
$150M |
+$13.8M |
-$10.7M |
+$3.15M |
XSLV, AAPL, JPM, MSFT, JNJ
|
13F-HR |
11/12/2019, 04:43 PM |
Q2 2019 |
50 |
$144M |
+$4.62M |
-$18.2K |
+$4.6M |
XSLV, MSFT, JNJ, LIN, AAPL
|
13F-HR |
8/14/2019, 08:02 PM |
Q1 2019 |
50 |
$134M |
+$17.2M |
-$6.38M |
+$10.8M |
XSLV, JNJ, AAPL, MMM, ABT
|
13F-HR |
5/14/2019, 02:12 PM |
Q4 2018 |
50 |
$110M |
$0 |
$0 |
|
XSLV, JNJ, UNH, LIN, MMM
|
13F-HR |
2/13/2019, 03:29 PM |