Q1 2025 |
87 |
$161M |
+$18.8M |
-$22.9M |
-$4.09M |
SPY, IRM, IBM, ARCC, JEPQ
|
13F-HR |
4/15/2025, 01:46 PM |
Q4 2024 |
83 |
$171M |
+$11.1M |
-$9.03M |
+$2.08M |
SPY, QQQ, IRM, ARCC, IBM
|
13F-HR |
1/14/2025, 05:11 PM |
Q3 2024 |
84 |
$169M |
+$26.2M |
-$9.66M |
+$16.5M |
SPY, IRM, QQQ, IBM, ARCC
|
13F-HR |
10/7/2024, 05:28 PM |
Q2 2024 |
75 |
$148M |
+$29.2M |
-$15M |
+$14.3M |
QQQ, SPY, IRM, AVGO, ARCC
|
13F-HR |
7/10/2024, 09:28 PM |
Q1 2024 |
80 |
$131M |
+$29.4M |
-$4.19M |
+$25.2M |
SPY, IRM, QQQ, ARCC, AVGO
|
13F-HR |
4/16/2024, 12:49 PM |
Q4 2023 |
65 |
$97.6M |
|
|
|
SPY, IRM, ARCC, AVGO, AAPL
|
13F-HR |
1/10/2024, 05:15 PM |
Q3 2022 |
44 |
$58M |
+$6.12M |
-$756K |
+$5.37M |
SPY, IRM, DIV, ARCC, AAPL
|
13F-HR |
10/13/2022, 05:20 PM |
Q2 2022 |
48 |
$65.4M |
+$15.4M |
-$1.51M |
+$13.9M |
SPY, IRM, DIV, AAPL, SPYD
|
13F-HR |
7/11/2022, 04:01 PM |
Q1 2022 |
140 |
$89.6M |
+$7.69M |
-$5.47M |
+$2.22M |
SPY, IRM, DIV, AAPL, SPYD
|
13F-HR |
5/5/2022, 09:57 AM |
Q4 2021 |
135 |
$103M |
|
|
|
SPY, IRM, DIV, AAPL, SPYD
|
13F-HR |
5/4/2022, 11:30 AM |