Q3 2024 |
363 |
$1.47B |
+$217M |
-$71.7M |
+$145M |
SPLG, EPD, MSFT, AAPL, USIG
|
13F-HR |
10/28/2024, 03:26 PM |
Q2 2024 |
348 |
$1.27B |
+$149M |
-$75.7M |
+$73.4M |
EPD, MSFT, SPLG, AAPL, USIG
|
13F-HR |
7/30/2024, 04:07 PM |
Q1 2024 |
338 |
$1.2B |
+$118M |
-$84.2M |
+$34.1M |
EPD, JEPI, MSFT, AAPL, SHV
|
13F-HR |
5/7/2024, 11:02 AM |
Q4 2023 |
316 |
$1.03B |
+$111M |
-$49.8M |
+$61.3M |
JEPI, EPD, MSFT, SHV, AAPL
|
13F-HR |
1/25/2024, 03:09 PM |
Q3 2023 |
289 |
$836M |
+$216M |
-$62.8M |
+$154M |
EPD, SHV, MSFT, AAPL, IEUR
|
13F-HR |
11/7/2023, 04:16 PM |
Q2 2023 |
289 |
$777M |
+$169M |
-$54.1M |
+$115M |
JEPI, EPD, AAPL, MSFT, XOM
|
13F-HR |
7/31/2023, 12:30 PM |
Q1 2023 |
274 |
$634M |
+$62M |
-$30M |
+$32M |
EPD, AAPL, MSFT, XOM, CVX
|
13F-HR |
5/8/2023, 03:41 PM |
Q4 2022 |
251 |
$563M |
+$35.1M |
-$77.5M |
-$42.4M |
EPD, XOM, AAPL, MSFT, CVX
|
13F-HR |
1/30/2023, 03:45 PM |
Q3 2022 |
242 |
$559M |
+$46.7M |
-$29.2M |
+$17.5M |
EPD, AAPL, XOM, MSFT, CVX
|
13F-HR |
11/10/2022, 05:40 PM |
Q2 2022 |
248 |
$540M |
+$154M |
-$12.3M |
+$141M |
EPD, AAPL, MSFT, XOM, CVX
|
13F-HR |
8/15/2022, 03:49 PM |
Q1 2022 |
232 |
$244M |
+$25.9M |
-$187M |
-$161M |
EPD, MINT, KMI, JMST, MPLX
|
13F-HR |
5/6/2022, 09:19 AM |
Q4 2021 |
256 |
$550M |
+$152M |
-$36.5M |
+$116M |
EPD, AAPL, ADBE, MSFT, MINT
|
13F-HR |
1/28/2022, 03:07 PM |
Q3 2021 |
239 |
$414M |
+$229M |
-$11M |
+$218M |
EPD, MINT, XOM, JMST, ADBE
|
13F-HR |
11/8/2021, 11:07 AM |
Q2 2021 |
136 |
$193M |
+$36.7M |
-$13.1M |
+$23.7M |
MINT, EPD, JMST, KMI, AAPL
|
13F-HR |
8/4/2021, 04:58 PM |
Q1 2021 |
114 |
$161M |
+$38.9M |
-$19.4M |
+$19.5M |
MINT, EPD, JMST, KMI, AAPL
|
13F-HR |
5/14/2021, 10:18 AM |
Q4 2020 |
98 |
$130M |
+$15.3M |
-$7.52M |
+$7.83M |
MINT, EPD, AAPL, GLD, MCF
|
13F-HR |
1/14/2021, 05:07 PM |
Q3 2020 |
92 |
$110M |
+$10.2M |
-$21.9M |
-$11.7M |
MINT, EPD, GLD, AAPL, KMI
|
13F-HR |
10/26/2020, 12:02 PM |
Q2 2020 |
91 |
$133M |
+$31.4M |
-$16.5M |
+$14.9M |
MINT, EPD, MPLX, GLD, KMI
|
13F-HR |
8/12/2020, 03:09 PM |
Q1 2020 |
105 |
$97.8M |
+$20.3M |
-$43.4M |
-$23M |
EPD, MINT, GLD, KMI, TGE
|
13F-HR |
5/12/2020, 12:33 PM |
Q4 2019 |
575 |
$179M |
$0 |
$0 |
|
EPD, IHDG, SDY, MPLX, KMI
|
13F-HR |
2/13/2020, 05:24 PM |