Q4 2024 |
271 |
$758M |
+$20.8M |
-$19M |
+$1.82M |
SPY, QQQ, AAPL, LLY, IWM
|
13F-HR |
1/31/2025, 11:01 AM |
Q3 2024 |
265 |
$748M |
+$22.9M |
-$14M |
+$8.91M |
SPY, QQQ, LLY, AAPL, IWM
|
13F-HR |
10/31/2024, 09:52 AM |
Q2 2024 |
258 |
$699M |
+$49.9M |
-$9.83M |
+$40.1M |
SPY, QQQ, LLY, AAPL, MSFT
|
13F-HR |
7/31/2024, 01:45 PM |
Q1 2024 |
250 |
$655M |
+$38.6M |
-$17.1M |
+$21.5M |
SPY, QQQ, LLY, AAPL, MSFT
|
13F-HR |
5/7/2024, 08:33 AM |
Q4 2023 |
244 |
$594M |
+$18M |
-$29.5M |
-$11.4M |
SPY, QQQ, AAPL, LLY, MSFT
|
13F-HR |
2/6/2024, 01:42 PM |
Q3 2023 |
266 |
$552M |
+$11.6M |
-$14.7M |
-$3.1M |
SPY, QQQ, AAPL, LLY, MSFT
|
13F-HR |
11/6/2023, 04:44 PM |
Q2 2023 |
258 |
$573M |
+$25M |
-$12.4M |
+$12.6M |
SPY, QQQ, AAPL, LLY, MSFT
|
13F-HR |
8/2/2023, 02:50 PM |
Q1 2023 |
253 |
$538M |
+$15.3M |
-$4.42M |
+$10.9M |
SPY, AAPL, QQQ, RSP, MSFT
|
13F-HR |
5/5/2023, 03:22 PM |
Q4 2022 |
247 |
$509M |
+$10.1M |
-$13.7M |
-$3.68M |
SPY, AAPL, QQQ, RSP, LLY
|
13F-HR |
2/8/2023, 03:07 PM |
Q3 2022 |
238 |
$473M |
+$13.7M |
-$12.2M |
+$1.56M |
SPY, AAPL, QQQ, LLY, DVY
|
13F-HR |
11/7/2022, 08:31 AM |
Q2 2022 |
247 |
$509M |
+$10.5M |
-$9.4M |
+$1.14M |
SPY, AAPL, QQQ, DVY, LLY
|
13F-HR |
7/28/2022, 08:48 AM |
Q1 2022 |
257 |
$594M |
+$26M |
-$8.2M |
+$17.8M |
SPY, AAPL, QQQ, MSFT, RSP
|
13F-HR |
5/6/2022, 01:23 PM |
Q4 2021 |
263 |
$600M |
+$9.86M |
-$16.8M |
-$6.94M |
SPY, AAPL, QQQ, MSFT, DVY
|
13F-HR |
2/4/2022, 01:33 PM |
Q3 2021 |
261 |
$576M |
+$35.3M |
-$21.2M |
+$14.1M |
SPY, AAPL, QQQ, MSFT, DVY
|
13F-HR |
11/10/2021, 08:50 AM |
Q2 2021 |
246 |
$565M |
+$25.5M |
-$28M |
-$2.47M |
SPY, QQQ, AAPL, MSFT, DVY
|
13F-HR |
8/9/2021, 08:24 AM |
Q1 2021 |
240 |
$540M |
+$36.8M |
-$19.8M |
+$17M |
SPY, QQQ, AAPL, DVY, CWB
|
13F-HR |
5/10/2021, 09:36 AM |
Q4 2020 |
216 |
$497M |
+$38M |
-$8.83M |
+$29.2M |
SPY, AAPL, QQQ, SHY, IGSB
|
13F-HR |
2/5/2021, 03:27 PM |
Q3 2020 |
189 |
$420M |
+$35M |
-$8.06M |
+$27M |
SPY, AAPL, QQQ, SHY, IGSB
|
13F-HR |
10/29/2020, 08:51 AM |
Q2 2020 |
188 |
$386M |
+$52.1M |
-$21.8M |
+$30.3M |
SPY, QQQ, SHY, AAPL, IGSB
|
13F-HR |
8/7/2020, 01:17 PM |
Q1 2020 |
165 |
$304M |
+$12.3M |
-$10.6M |
+$1.77M |
SPY, QQQ, DVY, AAPL, IJH
|
13F-HR |
5/6/2020, 08:59 AM |
Q4 2019 |
187 |
$393M |
+$29.2M |
-$2.75M |
+$26.5M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
1/30/2020, 07:40 AM |
Q3 2019 |
171 |
$351M |
+$9.41M |
-$3.72M |
+$5.68M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
11/4/2019, 07:38 AM |
Q2 2019 |
175 |
$348M |
+$6.68M |
-$14.1M |
-$7.38M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
7/29/2019, 09:09 AM |
Q1 2019 |
174 |
$350M |
+$14.6M |
-$6.07M |
+$8.51M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
4/29/2019, 09:41 AM |
Q4 2018 |
174 |
$309M |
+$4.41M |
-$10.9M |
-$6.53M |
SPY, QQQ, DVY, IJH, RSP
|
13F-HR |
1/28/2019, 02:22 PM |
Q3 2018 |
184 |
$370M |
+$25.3M |
-$9.07M |
+$16.2M |
SPY, QQQ, IJH, DVY, BBT
|
13F-HR |
11/8/2018, 01:10 PM |
Q2 2018 |
179 |
$355M |
+$19.6M |
-$7.92M |
+$11.7M |
SPY, QQQXXXX, IJH, DVY, BBT
|
13F-HR |
8/6/2018, 09:53 AM |
Q1 2018 |
182 |
$352M |
+$13.5M |
-$11.8M |
+$1.76M |
SPY, BBT, DVY, IJH, QQQXXXX
|
13F-HR |
5/4/2018, 09:31 AM |
Q4 2017 |
182 |
$359M |
+$12.6M |
-$4.32M |
+$8.26M |
SPY, BBT, DVY, IJH, QQQXXXX
|
13F-HR |
2/6/2018, 03:03 PM |
Q3 2017 |
180 |
$345M |
+$20.8M |
-$7.08M |
+$13.7M |
SPY, BBT, DVY, IJH, QQQXXXX
|
13F-HR |
11/6/2017, 02:55 PM |
Q2 2017 |
168 |
$324M |
+$12.1M |
-$4.63M |
+$7.44M |
SPY, BBT, DVY, IJH, QQQXXXX
|
13F-HR |
8/8/2017, 10:21 AM |
Q1 2017 |
163 |
$312M |
+$17.5M |
-$889K |
+$16.6M |
SPY, BBT, DVY, IJH, QQQXXXX
|
13F-HR |
5/3/2017, 12:26 PM |
Q4 2016 |
155 |
$289M |
+$11.8M |
-$4.1M |
+$7.71M |
BBT, SPY, DVY, IJH, QQQXXXX
|
13F-HR |
2/14/2017, 03:33 PM |
Q3 2016 |
151 |
$276M |
+$18M |
-$1.29M |
+$16.7M |
SPY, DVY, BBT, QQQXXXX, IJH
|
13F-HR |
11/8/2016, 08:30 AM |
Q2 2016 |
153 |
$263M |
+$6.11M |
-$7.67M |
-$1.56M |
SPY, DVY, BBT, IJH, GEXXXX
|
13F-HR |
8/8/2016, 03:32 PM |
Q1 2016 |
155 |
$260M |
+$12.8M |
-$5.03M |
+$7.81M |
SPY, DVY, BBT, GEXXXX, QQQXXXX
|
13F-HR |
5/2/2016, 04:43 PM |
Q4 2015 |
159 |
$253M |
+$6.28M |
-$52.1M |
-$45.8M |
SPY, BBT, DVY, QQQXXXX, GEXXXX
|
13F-HR |
2/2/2016, 03:20 PM |
Q3 2015 |
197 |
$306M |
+$9.19M |
-$7.3M |
+$1.89M |
SPY, DVY, BBT, IJH, QQQXXXX
|
13F-HR |
11/5/2015, 12:56 PM |
Q2 2015 |
204 |
$340M |
+$15.4M |
-$4.23M |
+$11.2M |
SPY, BBT, DVY, IJH, QQQXXXX
|
13F-HR |
8/5/2015, 10:55 AM |
Q1 2015 |
201 |
$335M |
+$5.83M |
-$8.71M |
-$2.88M |
SPY, DVY, BBT, IJH, QQQXXXX
|
13F-HR |
5/5/2015, 03:08 PM |
Q4 2014 |
200 |
$337M |
+$12M |
-$6.67M |
+$5.36M |
SPY, BBT, DVY, IJH, XOM
|
13F-HR |
2/23/2015, 11:11 AM |
Q3 2014 |
195 |
$329M |
+$9.63M |
-$1.85M |
+$7.78M |
SPY, BBT, DVY, XOM, QQQXXXX
|
13F-HR |
10/31/2014, 03:00 PM |
Q2 2014 |
194 |
$329M |
+$15.3M |
-$4.43M |
+$10.8M |
SPY, BBT, DVY, XOM, IJH
|
13F-HR |
7/31/2014, 01:04 PM |
Q1 2014 |
189 |
$310M |
+$19.9M |
-$4.14M |
+$15.8M |
SPY, BBT, DVY, XOM, IJH
|
13F-HR |
5/5/2014, 09:54 AM |
Q4 2013 |
193 |
$293M |
|
|
|
BBT, SPY, DVY, XOM, EEM
|
13F-HR |
2/11/2014, 11:47 AM |