| Q2 2024 |
221 |
$349M |
+$36.4M |
-$25.4M |
+$11M |
XOM, FDVV, VNSE, JEPI, COP
|
13F-HR |
8/5/2024, 12:13 PM |
| Q1 2024 |
209 |
$344M |
+$16.8M |
-$40.4M |
-$23.6M |
XOM, FDVV, VNSE, JEPI, COP
|
13F-HR |
4/24/2024, 10:40 AM |
| Q4 2023 |
198 |
$335M |
+$31.5M |
-$18.2M |
+$13.4M |
XOM, FDVV, VNSE, COP, JEPI
|
13F-HR |
2/16/2024, 12:46 PM |
| Q3 2023 |
181 |
$305M |
+$96.1M |
-$29.9M |
+$66.1M |
XOM, FDVV, VNSE, COP, ET
|
13F-HR |
11/6/2023, 02:26 PM |
| Q2 2023 |
74 |
$236M |
+$15.4M |
-$16.3M |
-$877K |
XOM, FDVV, COP, JEPI, VNSE
|
13F-HR |
8/11/2023, 04:30 PM |
| Q1 2023 |
83 |
$227M |
+$10.2M |
-$91.3M |
-$81.1M |
XOM, FDVV, COP, JEPI, ET
|
13F-HR |
5/12/2023, 01:00 PM |
| Q4 2022 |
180 |
$301M |
+$40.5M |
-$19.9M |
+$20.6M |
XOM, FDVV, COP, VYM, VYMI
|
13F-HR |
2/3/2023, 04:24 PM |
| Q3 2022 |
173 |
$256M |
+$42.3M |
-$27.3M |
+$15.1M |
XOM, FDVV, COP, VYM, ET
|
13F-HR |
11/3/2022, 05:32 PM |
| Q2 2022 |
168 |
$252M |
+$31.5M |
-$27.9M |
+$3.58M |
XOM, VYM, FDVV, COP, MAIN
|
13F-HR |
8/15/2022, 06:08 PM |
| Q1 2022 |
182 |
$286M |
+$56.8M |
-$24.4M |
+$32.5M |
VYM, XOM, FVAL, COP, MAIN
|
13F-HR |
5/10/2022, 04:26 PM |
| Q4 2021 |
168 |
$242M |
+$9.71M |
-$29.4M |
-$19.7M |
XOM, FVAL, MAIN, SPY, VYM
|
13F-HR |
1/26/2022, 11:56 AM |
| Q3 2021 |
180 |
$246M |
+$42.7M |
-$16.8M |
+$25.9M |
XOM, MAIN, FVAL, SPY, COP
|
13F-HR |
11/15/2021, 03:44 PM |
| Q2 2021 |
158 |
$220M |
+$13.6M |
-$33.5M |
-$19.9M |
SPY, XOM, MAIN, ET, FVAL
|
13F-HR |
7/28/2021, 12:08 PM |
| Q1 2021 |
158 |
$218M |
+$83.6M |
-$30.4M |
+$53.2M |
SPY, MAIN, XOM, VYM, COP
|
13F-HR |
5/21/2021, 02:42 PM |
| Q4 2020 |
1,033 |
$143M |
$0 |
$0 |
|
SPY, MAIN, XOM, VYM, CXO
|
13F-HR |
3/9/2021, 04:33 PM |