Q2 2020 |
|
|
|
|
|
|
13F-NT |
7/27/2020, 11:41 AM |
Q1 2020 |
|
|
|
|
|
|
13F-NT |
5/6/2020, 02:17 PM |
Q4 2019 |
|
|
|
|
|
|
13F-NT |
2/14/2020, 09:12 AM |
Q3 2019 |
1,615 |
$10.9B |
+$802M |
-$881M |
-$78.9M |
MSFT, XLK, SPY, AAPL, JNJ
|
13F-HR |
10/30/2019, 02:37 PM |
Q2 2019 |
1,628 |
$11B |
+$915M |
-$483M |
+$432M |
MSFT, SPY, XLK, JNJ, VTI
|
13F-HR |
8/7/2019, 01:50 PM |
Q1 2019 |
1,606 |
$10.4B |
+$1.09B |
-$693M |
+$399M |
MSFT, SPY, JNJ, ABT, VZ
|
13F-HR |
5/14/2019, 09:32 AM |
Q4 2018 |
1,472 |
$9.02B |
+$1.02B |
-$743M |
+$276M |
SPY, MSFT, JNJ, VZ, ABT
|
13F-HR |
2/4/2019, 12:37 PM |
Q3 2018 |
1,580 |
$10.1B |
+$902M |
-$534M |
+$368M |
MSFT, JNJ, SPY, AAPL, PFE
|
13F-HR |
11/14/2018, 08:30 AM |
Q2 2018 |
1,543 |
$9.38B |
+$1.1B |
-$339M |
+$757M |
SPY, MSFT, JNJ, IEFA, AAPL
|
13F-HR |
8/13/2018, 04:00 PM |
Q1 2018 |
1,498 |
$8.83B |
+$1.82B |
-$392M |
+$1.43B |
SPY, MSFT, JNJ, IEFA, VZ
|
13F-HR |
5/14/2018, 12:12 PM |
Q4 2017 |
1,449 |
$7.7B |
+$784M |
-$627M |
+$157M |
JNJ, MSFT, VZ, IEFA, PFE
|
13F-HR |
2/15/2018, 07:20 AM |
Q3 2017 |
1,408 |
$7.35B |
+$711M |
-$356M |
+$355M |
JNJ, MSFT, SPY, VZ, PFE
|
13F-HR |
11/13/2017, 09:04 AM |
Q2 2017 |
1,380 |
$6.89B |
+$1.27B |
-$1.78B |
-$512M |
JNJ, MSFT, GEXXXX, SPY, VZ
|
13F-HR |
8/4/2017, 09:41 AM |
Q1 2017 |
1,226 |
$7.33B |
+$1.16B |
-$881M |
+$279M |
JNJ, MSFT, MRK, VZ, PFE
|
13F-HR |
5/11/2017, 09:19 AM |
Q4 2016 |
1,110 |
$6.51B |
+$228M |
-$127M |
+$100M |
JNJ, VZ, UPS, PFE, WFC
|
13F-HR |
2/7/2017, 10:07 AM |
Q3 2016 |
1,214 |
$6.7B |
+$548M |
-$364M |
+$183M |
JNJ, VZ, UPS, PFE, MRK
|
13F-HR |
11/9/2016, 11:33 AM |
Q2 2016 |
1,204 |
$6.46B |
+$682M |
-$312M |
+$370M |
JNJ, VZ, ABBV, UPS, WFC
|
13F-HR |
8/4/2016, 02:01 PM |
Q1 2016 |
1,158 |
$6.1B |
+$1.79B |
-$473M |
+$1.31B |
JNJ, VZ, UPS, WFC, MSFT
|
13F-HR |
5/12/2016, 12:05 PM |
Q4 2015 |
1,149 |
$4.78B |
+$703M |
-$535M |
+$168M |
JNJ, WFC, VZ, PEP, ACN
|
13F-HR |
1/15/2016, 01:34 PM |
Q3 2015 |
1,087 |
$4.55B |
+$635M |
-$282M |
+$353M |
JNJ, WFC, GEXXXX, VZ, PEP
|
13F-HR |
10/20/2015, 10:44 AM |
Q2 2015 |
1,108 |
$4.71B |
|
|
|
WFC, JNJ, VZ, GEXXXX, KMI
|
13F-HR |
7/21/2015, 12:51 PM |
Q1 2015 |
1 |
$7.7K |
|
|
|
GVAL
|
13F-HR |
4/17/2015, 04:50 PM |
Q4 2014 |
2 |
$9.28K |
|
|
|
GVAL, SVXY
|
13F-HR |
1/22/2015, 08:46 AM |
Q3 2014 |
1 |
$1.03K |
|
|
|
REED
|
13F-HR |
10/21/2014, 04:26 PM |
Q2 2014 |
1 |
$3.53K |
|
|
|
SVXY
|
13F-HR |
7/11/2014, 12:56 PM |
Q1 2014 |
2 |
$6.81K |
|
|
|
ZIVZF, SVXY
|
13F-HR |
4/15/2014, 02:02 PM |
Q4 2013 |
0 |
|
|
|
|
|
13F-HR |
1/27/2014, 09:29 AM |