Q2 2024 |
358 |
$970M |
+$50.8M |
-$23M |
+$27.8M |
AAPL, MSFT, IBDQ, LLY, NVDA
|
13F-HR |
8/5/2024, 11:07 AM |
Q1 2024 |
371 |
$938M |
+$54.4M |
-$79.5M |
-$25.1M |
AAPL, MSFT, IBDQ, IBDR, LLY
|
13F-HR |
5/9/2024, 01:15 PM |
Q4 2023 |
385 |
$907M |
+$76.6M |
-$40M |
+$36.6M |
AAPL, MSFT, IBDR, IBDQ, IBDP
|
13F-HR |
2/8/2024, 01:09 PM |
Q3 2023 |
365 |
$804M |
+$75.1M |
-$9.82M |
+$65.3M |
AAPL, MSFT, IBDR, IBDQ, IBDP
|
13F-HR |
11/7/2023, 11:22 AM |
Q2 2023 |
363 |
$763M |
+$27.3M |
-$32.2M |
-$4.95M |
AAPL, MSFT, IBDR, IBDQ, IBDP
|
13F-HR |
8/8/2023, 09:55 AM |
Q1 2023 |
365 |
$729M |
+$41.1M |
-$120M |
-$78.8M |
AAPL, MSFT, IBDR, IBDQ, IBDP
|
13F-HR |
5/12/2023, 02:33 PM |
Q4 2022 |
385 |
$540M |
+$244M |
-$21.6M |
+$222M |
IBDR, IBDQ, IBDP, IBDS, SCHD
|
Restatement |
2/13/2024, 03:32 PM |
Q3 2022 |
267 |
$446M |
+$17.5M |
-$11.4M |
+$6.07M |
AAPL, MSFT, IBDR, IBDQ, IBDO
|
13F-HR |
11/8/2022, 11:55 AM |
Q2 2022 |
280 |
$478M |
+$29.4M |
-$11.5M |
+$17.9M |
AAPL, MSFT, IBDR, IBDQ, IBDO
|
13F-HR |
8/5/2022, 02:14 PM |
Q1 2022 |
286 |
$526M |
+$35.2M |
-$13.5M |
+$21.6M |
AAPL, MSFT, IBDR, TSLA, IBDQ
|
13F-HR |
5/11/2022, 09:34 AM |
Q4 2021 |
290 |
$529M |
+$25.5M |
-$19.7M |
+$5.75M |
AAPL, MSFT, IBDR, TSLA, JNJ
|
13F-HR |
1/20/2022, 04:36 PM |
Q3 2021 |
284 |
$479M |
+$22.2M |
-$16.4M |
+$5.84M |
AAPL, MSFT, IBDR, IBDO, JNJ
|
13F-HR |
10/21/2021, 11:38 AM |
Q2 2021 |
284 |
$476M |
+$46.5M |
-$22M |
+$24.5M |
AAPL, MSFT, JNJ, IBDO, VIG
|
13F-HR |
7/21/2021, 01:37 PM |
Q1 2021 |
267 |
$429M |
+$14.8M |
-$11.4M |
+$3.4M |
AAPL, MSFT, JNJ, IBDO, VIG
|
13F-HR |
4/28/2021, 01:01 PM |
Q4 2020 |
255 |
$409M |
+$17.4M |
-$15.2M |
+$2.13M |
AAPL, MSFT, JNJ, IBDQ, VIG
|
13F-HR |
2/2/2021, 02:18 PM |
Q3 2020 |
247 |
$380M |
+$27.6M |
-$12.7M |
+$14.9M |
AAPL, MSFT, JNJ, IBDO, IBDQ
|
13F-HR |
11/9/2020, 10:13 AM |
Q2 2020 |
242 |
$355M |
+$39M |
-$12.1M |
+$26.9M |
AAPL, MSFT, JNJ, IBDO, VIG
|
13F-HR |
8/7/2020, 10:47 AM |
Q1 2020 |
213 |
$289M |
+$10.3M |
-$16M |
-$5.76M |
JNJ, AAPL, MSFT, IBDO, VZ
|
13F-HR |
5/12/2020, 01:03 PM |
Q4 2019 |
238 |
$354M |
+$20.7M |
-$21.2M |
-$535K |
AAPL, JNJ, VZ, IBDO, MSFT
|
13F-HR |
1/27/2020, 12:01 PM |
Q3 2019 |
238 |
$336M |
+$14.9M |
-$24.3M |
-$9.38M |
JNJ, PG, VZ, AAPL, HD
|
13F-HR |
11/7/2019, 02:28 PM |
Q2 2019 |
246 |
$338M |
$0 |
$0 |
|
JNJ, PG, KO, VZ, AAPL
|
13F-HR |
8/7/2019, 03:06 PM |