Q3 2024 |
106 |
$232M |
+$18.1M |
-$16.7M |
+$1.44M |
JEPQ, JEPI, NVDA, AMZN, SCHD
|
13F-HR |
10/9/2024, 06:07 PM |
Q2 2024 |
103 |
$226M |
+$29.7M |
-$13.3M |
+$16.4M |
JEPQ, JEPI, NVDA, AMZN, LLY
|
13F-HR |
7/10/2024, 09:58 PM |
Q1 2024 |
96 |
$217M |
+$41.5M |
-$27.1M |
+$14.4M |
JEPI, JEPQ, AMZN, NVDA, SCHD
|
13F-HR |
4/9/2024, 07:35 PM |
Q4 2023 |
93 |
$189M |
+$16.3M |
-$20.2M |
-$3.97M |
JEPI, JEPQ, AMZN, SCHD, AAPL
|
13F-HR |
2/13/2024, 11:26 AM |
Q3 2023 |
85 |
$177M |
+$15.2M |
-$27.5M |
-$12.3M |
JEPQ, JEPI, AMZN, SCHD, AAPL
|
13F-HR |
10/10/2023, 04:10 PM |
Q2 2023 |
87 |
$195M |
+$18.5M |
-$24.8M |
-$6.39M |
JEPQ, JEPI, AMZN, AAPL, SCHD
|
13F-HR |
7/6/2023, 11:17 AM |
Q1 2023 |
89 |
$189M |
+$19.3M |
-$31.3M |
-$12M |
JEPQ, AMZN, JEPI, AAPL, SCHD
|
13F-HR |
4/21/2023, 01:40 PM |
Q4 2022 |
395 |
$190M |
+$58.9M |
-$44.2M |
+$14.7M |
AMZN, JEPQ, JEPI, CVX, SCHD
|
13F-HR |
1/10/2023, 09:55 PM |
Q3 2022 |
97 |
$166M |
+$18.2M |
-$14.3M |
+$3.96M |
AMZN, AAPL, CVX, TSLA, GOOG
|
13F-HR |
10/13/2022, 02:23 PM |
Q2 2022 |
99 |
$182M |
+$42.2M |
-$33.6M |
+$8.58M |
AMZN, AAPL, MSFT, CVX, NVDA
|
13F-HR |
8/4/2022, 04:21 PM |
Q1 2022 |
121 |
$222M |
+$47.6M |
-$33.7M |
+$13.9M |
AMZN, NVDA, AAPL, CVX, MSFT
|
13F-HR |
4/28/2022, 03:07 PM |
Q4 2021 |
111 |
$213M |
+$30.3M |
-$14.7M |
+$15.6M |
AMZN, NVDA, AAPL, CVX, MSFT
|
13F-HR |
1/14/2022, 12:40 PM |
Q3 2021 |
109 |
$185M |
+$36.1M |
-$34.8M |
+$1.23M |
AMZN, CVX, AAPL, NVDA, MSFT
|
13F-HR |
10/14/2021, 05:03 PM |
Q2 2021 |
137 |
$191M |
+$21M |
-$9.59M |
+$11.4M |
AMZN, AAPL, CVX, MSFT, TTD
|
13F-HR |
7/14/2021, 02:15 PM |
Q1 2021 |
132 |
$171M |
+$25.8M |
-$16.5M |
+$9.24M |
AMZN, CVX, AAPL, MSFT, DKNG
|
13F-HR |
4/30/2021, 01:49 PM |
Q4 2020 |
128 |
$155M |
+$21M |
-$15.6M |
+$5.36M |
AMZN, AAPL, MSFT, CVX, RETA
|
13F-HR |
1/12/2021, 03:04 PM |
Q3 2020 |
112 |
$135M |
+$36.5M |
-$17.7M |
+$18.8M |
AMZN, AAPL, MSFT, RETA, SCHG
|
13F-HR |
10/7/2020, 06:47 PM |
Q2 2020 |
98 |
$112M |
+$37.4M |
-$23.3M |
+$14.1M |
AMZN, RETA, TQQQ, SCHG, MSFT
|
13F-HR |
7/14/2020, 01:58 PM |
Q4 2019 |
111 |
$99.7M |
$0 |
$0 |
|
RETA, AMZN, T, SCHX, SCHG
|
13F-HR |
2/25/2020, 01:26 PM |