| Q2 2024 |
360 |
$1.25B |
+$134M |
-$4.94M |
+$129M |
CGDV, VIG, IWF, JEPI, VYMI
|
13F-HR |
7/31/2024, 03:13 PM |
| Q1 2024 |
338 |
$1.12B |
+$157M |
-$14.8M |
+$143M |
CGDV, VIG, IWF, JEPI, VYMI
|
13F-HR |
4/22/2024, 12:32 PM |
| Q4 2023 |
290 |
$912M |
+$368M |
-$10.6M |
+$357M |
CGDV, VIG, IWF, JEPI, VYMI
|
13F-HR |
1/25/2024, 11:43 AM |
| Q3 2023 |
261 |
$507M |
+$59.2M |
-$6.46M |
+$52.8M |
CGDV, VIG, AAPL, VYMI, JEPI
|
13F-HR |
11/1/2023, 03:11 PM |
| Q2 2023 |
260 |
$469M |
+$21.3M |
-$4.28M |
+$17.1M |
CGDV, AAPL, VIG, JEPI, VYMI
|
13F-HR |
8/1/2023, 02:44 PM |
| Q1 2023 |
259 |
$429M |
+$36.4M |
-$9.68M |
+$26.7M |
CGDV, AAPL, VIG, JEPI, VYMI
|
13F-HR |
5/11/2023, 05:31 PM |
| Q4 2022 |
233 |
$385M |
+$132M |
-$7.85M |
+$125M |
CGDV, VIG, AAPL, JEPI, VYMI
|
13F-HR |
2/10/2023, 10:22 AM |
| Q3 2022 |
225 |
$236M |
+$82.6M |
-$44.9M |
+$37.7M |
AAPL, MSFT, CGDV, VYMI, JNJ
|
13F-HR |
11/8/2022, 04:49 PM |
| Q2 2022 |
268 |
$213M |
+$37.2M |
-$76.4M |
-$39.2M |
XOM, PG, ABBV, MCD, WMT
|
13F-HR |
8/15/2022, 05:45 PM |
| Q1 2022 |
251 |
$277M |
+$16M |
-$43.6M |
-$27.6M |
AAPL, MSFT, JNJ, JPM, PEP
|
13F-HR |
4/26/2022, 02:14 PM |
| Q4 2021 |
1,188 |
$310M |
$0 |
$0 |
|
AAPL, MSFT, JNJ, JPM, PNC
|
13F-HR |
2/10/2022, 01:49 PM |