| Q2 2024 |
159 |
$259M |
+$42.4M |
-$19M |
+$23.4M |
AAPL, DIVI, NVDA, VO, SCHG
|
13F-HR |
7/18/2024, 04:52 PM |
| Q1 2024 |
160 |
$241M |
+$38.3M |
-$23.8M |
+$14.5M |
DIVI, AAPL, VO, SCHG, NVDA
|
13F-HR |
4/23/2024, 05:04 PM |
| Q4 2023 |
158 |
$210M |
+$27.4M |
-$31.7M |
-$4.3M |
AAPL, VO, DIVI, SCHG, MGC
|
13F-HR |
1/22/2024, 05:31 PM |
| Q3 2023 |
153 |
$196M |
+$20.1M |
-$35.6M |
-$15.5M |
AAPL, DIVI, VO, SCHG, EYLD
|
13F-HR |
10/23/2023, 04:27 PM |
| Q2 2023 |
165 |
$219M |
+$39.6M |
-$29.6M |
+$10M |
AAPL, DIVI, VO, SCHG, MGC
|
13F-HR |
8/8/2023, 01:24 PM |
| Q1 2023 |
159 |
$199M |
+$38.3M |
-$29M |
+$9.32M |
AAPL, DIVI, VO, SCHG, MGC
|
13F-HR |
4/24/2023, 10:17 AM |
| Q4 2022 |
164 |
$180M |
+$20.6M |
-$31.1M |
-$10.4M |
DIVI, AAPL, VO, MGC, EYLD
|
13F-HR |
2/9/2023, 09:29 AM |
| Q3 2022 |
160 |
$181M |
+$70M |
-$23.8M |
+$46.2M |
AAPL, VO, JPST, VUSB, DIVI
|
13F-HR |
10/21/2022, 04:15 PM |
| Q2 2022 |
151 |
$141M |
+$34.7M |
-$65.8M |
-$31.1M |
AAPL, VO, SCHG, DGRO, COM
|
13F-HR |
7/29/2022, 10:28 AM |
| Q1 2022 |
164 |
$193M |
+$54.7M |
-$60.3M |
-$5.59M |
AAPL, VO, SCHG, MGC, DGRO
|
13F-HR |
4/29/2022, 10:27 AM |
| Q4 2021 |
180 |
$203M |
+$25.9M |
-$25.2M |
+$678K |
AAPL, VO, SCHG, MGC, DGRO
|
13F-HR |
2/9/2022, 02:24 PM |
| Q3 2021 |
176 |
$184M |
+$12.2M |
-$18.6M |
-$6.39M |
AAPL, VO, SCHG, MGC, DGRO
|
13F-HR |
11/10/2021, 01:09 PM |
| Q2 2021 |
186 |
$192M |
+$36.4M |
-$27.4M |
+$9.02M |
AAPL, VO, SCHG, MGC, DGRO
|
13F-HR |
8/2/2021, 04:50 PM |
| Q1 2021 |
163 |
$174M |
+$30.3M |
-$32.4M |
-$2.09M |
AAPL, VO, SCHG, VZ, CME
|
13F-HR |
4/26/2021, 12:05 PM |
| Q4 2020 |
166 |
$171M |
$0 |
$0 |
|
AAPL, VZ, VO, VICI, MGC
|
13F-HR |
2/2/2021, 02:52 PM |