Q1 2022 |
219 |
$272M |
+$74.1M |
-$208M |
-$134M |
AAPL, MSFT, PSQ, CF, SCHG
|
13F-HR |
4/22/2022, 06:39 PM |
Q4 2021 |
328 |
$567M |
+$319M |
-$16.2M |
+$303M |
AAPL, MSFT, BSV, BX, AMAT
|
13F-HR |
1/27/2022, 01:04 PM |
Q3 2021 |
230 |
$249M |
+$10.2M |
-$164M |
-$154M |
SPYG, SPYV, AAPL, BSV, SCHG
|
13F-HR |
10/14/2021, 12:17 PM |
Q2 2021 |
311 |
$404M |
+$28.2M |
-$30.6M |
-$2.41M |
AAPL, SPYG, SPYV, HD, BSV
|
13F-HR |
7/22/2021, 11:28 AM |
Q1 2021 |
297 |
$381M |
+$116M |
-$36.4M |
+$79.6M |
AAPL, HD, SPYG, SPYV, BSV
|
13F-HR |
4/12/2021, 02:45 PM |
Q4 2020 |
224 |
$281M |
+$16.9M |
-$20.6M |
-$3.63M |
AAPL, NTR, HD, VGT, SPYG
|
13F-HR |
1/13/2021, 11:01 AM |
Q3 2020 |
224 |
$262M |
+$33.5M |
-$9.57M |
+$23.9M |
AAPL, NTR, HD, VGT, OXY
|
13F-HR |
10/20/2020, 02:15 PM |
Q2 2020 |
204 |
$233M |
+$30.2M |
-$8.76M |
+$21.5M |
AAPL, NTR, HD, VGT, CVS
|
13F-HR |
7/22/2020, 02:30 PM |
Q1 2020 |
182 |
$189M |
+$23.4M |
-$23.2M |
+$257K |
NTR, AAPL, HD, CVS, VGT
|
13F-HR |
4/13/2020, 11:34 AM |
Q4 2019 |
201 |
$257M |
+$32M |
-$7.7M |
+$24.3M |
NTR, AAPL, CVS, HD, VGT
|
13F-HR |
1/16/2020, 10:24 AM |
Q3 2019 |
190 |
$222M |
+$13.6M |
-$9.77M |
+$3.84M |
NTR, AAPL, HD, CVS, VGT
|
13F-HR |
10/28/2019, 10:03 AM |
Q2 2019 |
184 |
$220M |
+$12.3M |
-$18.6M |
-$6.26M |
NTR, AAPL, HD, VTI, VGT
|
13F-HR |
7/24/2019, 10:20 AM |
Q1 2019 |
178 |
$225M |
+$11.3M |
-$6.75M |
+$4.52M |
NTR, AAPL, HD, VTI, VGT
|
13F-HR |
4/17/2019, 09:15 AM |
Q4 2018 |
164 |
$198M |
+$24.9M |
-$9.02M |
+$15.9M |
NTR, AAPL, VTI, HD, CVS
|
13F-HR |
1/18/2019, 10:26 AM |
Q3 2018 |
584 |
$235M |
+$17M |
-$15.3M |
+$1.68M |
NTR, AAPL, HD, VTI, VGT
|
13F-HR |
10/12/2018, 02:42 PM |
Q2 2018 |
177 |
$222M |
+$41.2M |
-$10.8M |
+$30.4M |
NTR, AAPL, HD, VTI, VGT
|
13F-HR |
7/31/2018, 07:43 AM |
Q1 2018 |
189 |
$224M |
+$29.5M |
-$14.5M |
+$15M |
AAPL, HD, VTI, VGT, BSJJXXXX
|
13F-HR |
4/27/2018, 09:35 AM |
Q4 2017 |
196 |
$263M |
+$33.2M |
-$9.92M |
+$23.2M |
POT, AAPL, HD, VTI, CSCO
|
13F-HR |
1/23/2018, 11:48 AM |
Q3 2017 |
170 |
$234M |
+$8.72M |
-$5.08M |
+$3.64M |
POT, AAPL, HD, VTI, BSJIXXXX
|
13F-HR |
10/12/2017, 11:59 AM |
Q2 2017 |
175 |
$227M |
+$55M |
-$3.2M |
+$51.8M |
POT, AAPL, HD, VTI, KHC
|
13F-HR |
7/18/2017, 10:14 AM |
Q1 2017 |
159 |
$178M |
+$27.4M |
-$9.6M |
+$17.8M |
POT, AAPL, HD, VTI, KHC
|
13F-HR |
4/25/2017, 04:33 PM |
Q4 2016 |
167 |
$164M |
+$23.3M |
-$4.89M |
+$18.4M |
POT, HD, AAPL, VTI, CVS
|
13F-HR |
1/20/2017, 11:16 AM |
Q3 2016 |
162 |
$143M |
+$6.97M |
-$14M |
-$7M |
CVS, VTI, AAPL, HD, JNJ
|
13F-HR |
10/19/2016, 03:41 PM |
Q2 2016 |
512 |
$179M |
+$36.3M |
-$13M |
+$23.3M |
CVS, HD, VTI, JNJ, AAPL
|
13F-HR |
7/27/2016, 11:36 AM |
Q1 2016 |
149 |
$156M |
+$7.22M |
-$3.83M |
+$3.38M |
CVS, HD, VTI, AAPL, PRGO
|
13F-HR |
4/7/2016, 09:27 AM |
Q4 2015 |
152 |
$155M |
+$7.76M |
-$7.47M |
+$292K |
CVS, HD, PRGO, VTI, AAPL
|
13F-HR |
1/7/2016, 08:55 AM |
Q3 2015 |
151 |
$149M |
+$10.8M |
-$4.09M |
+$6.73M |
CVS, PRGO, HD, AAPL, VTI
|
13F-HR |
10/9/2015, 09:28 AM |
Q2 2015 |
163 |
$166M |
+$11.7M |
-$11M |
+$673K |
CVS, PRGO, AAPL, VTI, HD
|
13F-HR |
7/7/2015, 12:45 PM |
Q1 2015 |
166 |
$169M |
+$11.1M |
-$5.45M |
+$5.62M |
CVS, PRGO, AAPL, HD, VTI
|
13F-HR |
4/7/2015, 01:22 PM |
Q4 2014 |
162 |
$167M |
+$14.9M |
-$3.86M |
+$11.1M |
CVS, PRGO, AAPL, VTI, HD
|
13F-HR |
1/9/2015, 08:56 AM |
Q3 2014 |
148 |
$152M |
+$10.7M |
-$2.73M |
+$7.96M |
CVS, PRGO, VTI, AAPL, INTC
|
13F-HR |
10/6/2014, 08:54 AM |
Q2 2014 |
156 |
$149M |
+$13.3M |
-$5.72M |
+$7.62M |
CVS, PRGO, VTI, AAPL, DHR
|
13F-HR |
7/15/2014, 08:43 AM |
Q1 2014 |
152 |
$142M |
+$8.48M |
-$3.62M |
+$4.86M |
CVS, PRGO, VTI, WRLD, DHR
|
13F-HR |
4/14/2014, 11:59 AM |
Q4 2013 |
153 |
$142M |
|
|
|
CVS, PRGO, WRLD, VTI, DHR
|
13F-HR |
1/13/2014, 02:47 PM |