Q3 2024 |
165 |
$208M |
+$9.51M |
-$2.42M |
+$7.08M |
NVDA, DIVO, TPL, AAPL, MSFT
|
13F-HR |
11/14/2024, 05:05 PM |
Q2 2024 |
160 |
$191M |
+$24.8M |
-$3.01M |
+$21.8M |
NVDA, DIVO, AAPL, MSFT, TPL
|
13F-HR |
8/14/2024, 05:23 PM |
Q1 2024 |
159 |
$178M |
+$8.77M |
-$7.15M |
+$1.62M |
NVDA, DIVO, MSFT, JEPI, AAPL
|
13F-HR |
5/15/2024, 05:30 PM |
Q4 2023 |
159 |
$165M |
+$13.6M |
-$1.56M |
+$12M |
DIVO, NVDA, AAPL, MSFT, JEPI
|
13F-HR |
2/13/2024, 08:30 PM |
Q3 2023 |
146 |
$141M |
+$5.04M |
-$4.62M |
+$421K |
DIVO, JEPI, NVDA, MSFT, TPL
|
13F-HR |
11/14/2023, 05:10 PM |
Q2 2023 |
152 |
$144M |
+$7.89M |
-$3.11M |
+$4.78M |
DIVO, JEPI, MSFT, NVDA, SCHD
|
13F-HR |
8/14/2023, 05:13 PM |
Q1 2023 |
149 |
$134M |
+$5.74M |
-$26.8M |
-$21.1M |
DIVO, JEPI, TPL, MSFT, VIGI
|
13F-HR |
5/15/2023, 05:24 PM |
Q4 2022 |
172 |
$152M |
+$12.8M |
-$7.76M |
+$5.09M |
DIVO, TPL, JEPI, IVV, MSFT
|
13F-HR |
2/15/2023, 04:38 PM |
Q3 2022 |
162 |
$132M |
+$12.6M |
-$11.6M |
+$961K |
DIVO, TPL, JEPI, IVV, MSFT
|
13F-HR |
11/14/2022, 06:19 PM |
Q2 2022 |
171 |
$140M |
+$15.8M |
-$15.4M |
+$356K |
DIVO, TPL, MSFT, IVV, SCHD
|
13F-HR |
8/17/2022, 04:30 PM |
Q1 2022 |
186 |
$159M |
+$55.1M |
-$3.68M |
+$51.4M |
IVV, MSFT, TPL, DIVO, SCHD
|
13F-HR |
5/12/2022, 04:53 PM |
Q4 2021 |
143 |
$113M |
$0 |
$0 |
|
MSFT, TPL, NVDA, JPM, SCHD
|
13F-HR |
2/15/2022, 05:26 PM |