Q3 2024 |
103 |
$19.9M |
+$851K |
-$660K |
+$191K |
MSFT, JPM, AAPL, ABBV, AMP
|
13F-HR |
10/8/2024, 10:34 AM |
Q2 2024 |
104 |
$18.6M |
+$555K |
-$307K |
+$248K |
MSFT, JPM, AAPL, ABBV, AMP
|
13F-HR |
7/16/2024, 09:35 AM |
Q1 2024 |
105 |
$18.5M |
+$808K |
-$1.51M |
-$704K |
MSFT, JPM, ABBV, AMP, MRK
|
13F-HR |
4/11/2024, 09:53 AM |
Q4 2023 |
122 |
$17.8M |
+$918K |
-$363K |
+$555K |
MSFT, JPM, AAPL, VOO, AMP
|
13F-HR |
1/10/2024, 10:24 AM |
Q3 2023 |
128 |
$15.7M |
+$220K |
-$879K |
-$659K |
MSFT, JPM, AAPL, VOO, AMP
|
13F-HR |
11/28/2023, 10:47 AM |
Q2 2023 |
136 |
$17M |
+$894K |
-$772K |
+$122K |
MSFT, AAPL, VOO, JPM, PEP
|
13F-HR |
7/10/2023, 11:45 AM |
Q1 2023 |
124 |
$16.2M |
+$1.89M |
-$3.45M |
-$1.56M |
MSFT, AAPL, PEP, ABBV, VOO
|
13F-HR |
4/17/2023, 09:36 AM |
Q4 2022 |
131 |
$17.6M |
+$3.18M |
-$1.4M |
+$1.78M |
VOO, MSFT, HDV, MRK, PEP
|
13F-HR |
1/10/2023, 10:21 AM |
Q3 2022 |
127 |
$14.4M |
$0 |
$0 |
|
MSFT, PEP, AAPL, MRK, ABBV
|
13F-HR |
11/14/2022, 09:34 AM |