Q4 2024 |
177 |
$347M |
+$22.1M |
-$74.2M |
-$52.1M |
AAPL, MSFT, AXP, PANW, ABBV
|
13F-HR |
2/14/2025, 04:19 PM |
Q3 2024 |
171 |
$401M |
+$9.87M |
-$58.6M |
-$48.7M |
JPM, AAPL, MSFT, AXP, ABBV
|
13F-HR |
10/22/2024, 04:53 PM |
Q2 2024 |
184 |
$427M |
+$38.6M |
-$4.06M |
+$34.5M |
JPM, AAPL, XOM, MSFT, PG
|
13F-HR |
7/30/2024, 05:22 PM |
Q1 2024 |
162 |
$392M |
+$3.15M |
-$7.74M |
-$4.59M |
JPM, AAPL, XOM, MSFT, PG
|
13F-HR |
5/9/2024, 04:52 PM |
Q4 2023 |
158 |
$366M |
+$55.1M |
-$9.67M |
+$45.5M |
JPM, AAPL, XOM, MSFT, PG
|
13F-HR |
2/5/2024, 05:31 PM |
Q3 2023 |
152 |
$294M |
+$2.3M |
-$7.25M |
-$4.94M |
JPM, AAPL, MSFT, XOM, PEP
|
13F-HR |
11/3/2023, 06:45 PM |
Q2 2023 |
150 |
$323M |
+$1.91M |
-$554K |
+$1.36M |
JPM, AAPL, MSFT, XOM, PEP
|
13F-HR |
8/11/2023, 04:40 PM |
Q1 2023 |
145 |
$305M |
+$7.88M |
-$3.1M |
+$4.78M |
JPM, AAPL, MSFT, XOM, PEP
|
13F-HR |
6/1/2023, 08:55 AM |
Q4 2022 |
148 |
$293M |
+$5.73M |
-$6.1M |
-$371K |
JPM, AAPL, MSFT, XOM, JNJ
|
13F-HR |
2/3/2023, 06:06 PM |
Q3 2022 |
141 |
$260M |
+$31.7M |
-$2.45M |
+$29.3M |
JPM, AAPL, MSFT, XOM, JNJ
|
13F-HR |
10/26/2022, 06:24 PM |
Q2 2022 |
148 |
$254M |
+$20.3M |
-$273K |
+$20.1M |
AAPL, MSFT, XOM, JNJ, BMY
|
13F-HR |
8/2/2022, 08:47 PM |
Q1 2022 |
153 |
$271M |
+$4.26M |
-$688K |
+$3.57M |
AAPL, MSFT, BAC, ABBV, BMY
|
13F-HR |
5/10/2022, 03:42 PM |
Q4 2021 |
160 |
$275M |
+$6.62M |
-$1.6M |
+$5.02M |
AAPL, MSFT, BAC, RVTY, JNJ
|
13F-HR |
1/19/2022, 12:55 PM |
Q3 2021 |
148 |
$244M |
+$4.14M |
-$2.56M |
+$1.58M |
AAPL, MSFT, BAC, JNJ, RVTY
|
13F-HR |
10/7/2021, 06:18 PM |
Q2 2021 |
147 |
$245M |
+$5.22M |
-$1.49M |
+$3.73M |
AAPL, MSFT, BAC, BMY, JNJ
|
13F-HR |
7/29/2021, 03:19 PM |
Q1 2021 |
141 |
$224M |
+$6.52M |
-$1.89M |
+$4.63M |
AAPL, MSFT, BAC, JNJ, BMY
|
13F-HR |
5/12/2021, 12:58 PM |
Q4 2020 |
139 |
$208M |
+$6.26M |
-$1.63M |
+$4.63M |
AAPL, MSFT, BAC, JNJ, BMY
|
13F-HR |
2/4/2021, 02:01 PM |
Q3 2020 |
139 |
$184M |
+$14.7M |
-$493K |
+$14.2M |
AAPL, MSFT, JNJ, BMY, BAC
|
13F-HR |
10/29/2020, 09:24 PM |
Q2 2020 |
140 |
$172M |
+$12.5M |
-$682K |
+$11.8M |
AAPL, MSFT, BMY, JNJ, BAC
|
13F-HR |
8/3/2020, 04:54 PM |
Q1 2020 |
132 |
$141M |
+$6.78M |
-$796K |
+$5.99M |
MSFT, BMY, JNJ, AAPL, BAC
|
13F-HR |
5/12/2020, 02:12 PM |
Q4 2019 |
136 |
$182M |
+$6.5M |
-$1.12M |
+$5.38M |
BAC, BMY, JNJ, AAPL, MSFT
|
13F-HR |
1/21/2020, 11:19 AM |
Q3 2019 |
136 |
$169M |
+$7.04M |
-$1.05M |
+$5.99M |
BAC, XOM, JNJ, MSFT, BMY
|
13F-HR |
10/22/2019, 04:20 PM |
Q2 2019 |
129 |
$164M |
+$7.64M |
-$1.28M |
+$6.36M |
XOM, BAC, JNJ, MSFT, MCD
|
13F-HR |
7/16/2019, 07:45 PM |
Q1 2019 |
127 |
$160M |
+$5.18M |
-$525K |
+$4.65M |
XOM, BAC, JNJ, BMY, MSFT
|
13F-HR |
4/22/2019, 04:49 PM |
Q4 2018 |
120 |
$142M |
+$2.69M |
-$2.92M |
-$231K |
XOM, BAC, JNJ, BMY, MCD
|
13F-HR |
2/11/2019, 07:14 PM |
Q3 2018 |
133 |
$171M |
+$3.41M |
-$671K |
+$2.74M |
XOM, BAC, BMY, JNJ, BA
|
13F-HR |
10/16/2018, 11:37 AM |
Q2 2018 |
130 |
$158M |
+$6.96M |
-$1.06M |
+$5.9M |
XOM, BAC, BMY, JNJ, IBM
|
13F-HR |
7/19/2018, 12:09 PM |
Q1 2018 |
133 |
$154M |
+$2.16M |
-$1.07M |
+$1.09M |
XOM, BAC, BMY, JNJ, IBM
|
13F-HR |
4/25/2018, 11:52 AM |
Q4 2017 |
131 |
$159M |
+$2.68M |
-$898K |
+$1.78M |
XOM, BAC, JNJ, BMY, IBM
|
13F-HR |
1/17/2018, 07:19 AM |
Q3 2017 |
126 |
$151M |
+$7.58M |
-$778K |
+$6.8M |
XOM, BMY, BAC, JNJ, IBM
|
13F-HR |
10/27/2017, 01:45 PM |
Q2 2017 |
127 |
$146M |
+$5.92M |
-$1.04M |
+$4.88M |
XOM, JNJ, BAC, BMY, IBM
|
13F-HR |
7/19/2017, 10:17 AM |
Q1 2017 |
126 |
$140M |
+$16.7M |
-$297K |
+$16.4M |
XOM, JNJ, BAC, BMY, IBM
|
13F-HR |
5/1/2017, 06:20 PM |
Q4 2016 |
113 |
$121M |
+$6.53M |
-$754K |
+$5.78M |
XOM, BMY, BAC, JNJ, IBM
|
Restatement |
2/23/2017, 07:17 PM |
Q3 2016 |
112 |
$114M |
+$105M |
|
+$105M |
XOM, JNJ, BMY, IBM, BAC
|
13F-HR |
10/11/2016, 10:04 AM |
Q2 2016 |
24 |
$9.84M |
+$369K |
-$27.8M |
-$27.5M |
XOM, AAPL, MMP, DD, PM
|
13F-HR |
7/11/2016, 08:42 AM |
Q1 2016 |
111 |
$109M |
+$5.56M |
-$85.6K |
+$5.48M |
XOM, BMY, JNJ, IBM, PM
|
13F-HR |
4/12/2016, 04:16 PM |
Q4 2015 |
111 |
$104M |
+$7.72M |
-$3.61M |
+$4.11M |
XOM, BMY, JNJ, BAC, IBM
|
13F-HR |
1/11/2016, 02:42 PM |
Q3 2015 |
104 |
$97.3M |
+$8.13M |
-$3.99M |
+$4.14M |
XOM, BMY, JNJ, IBM, BAC
|
13F-HR |
11/12/2015, 07:51 AM |
Q2 2015 |
323 |
$120M |
+$8.61M |
-$1.27M |
+$7.34M |
XOM, BMY, IBM, BAC, JNJ
|
13F-HR |
9/29/2015, 11:39 AM |
Q1 2015 |
326 |
$116M |
+$7.69M |
-$4.15M |
+$3.54M |
XOM, BMY, IBM, JNJ, BAC
|
13F-HR |
9/29/2015, 11:37 AM |
Q4 2014 |
349 |
$118M |
|
|
|
XOM, BAC, IBM, BMY, JNJ
|
13F-HR |
9/28/2015, 05:21 PM |