Q4 2024 |
1,078 |
$3.1B |
+$275M |
-$664M |
-$389M |
AAPL, QQQ, USFR, NVDA, SPLG
|
13F-HR |
2/14/2025, 08:24 AM |
Q3 2024 |
1,143 |
$3.52B |
+$860M |
-$138M |
+$722M |
AAPL, QQQ, USFR, NVDA, IWM
|
13F-HR |
11/14/2024, 09:36 AM |
Q2 2024 |
1,023 |
$2.68B |
+$341M |
-$149M |
+$192M |
QQQ, USFR, AAPL, NVDA, SPLG
|
13F-HR |
8/14/2024, 09:48 AM |
Q1 2024 |
1,004 |
$2.49B |
+$261M |
-$161M |
+$100M |
QQQ, USFR, AAPL, SPLG, NVDA
|
13F-HR |
5/15/2024, 09:05 AM |
Q4 2023 |
974 |
$2.24B |
+$256M |
-$175M |
+$80.7M |
AAPL, QQQ, USFR, SPLG, MSFT
|
13F-HR |
2/14/2024, 08:02 AM |
Q3 2023 |
1,040 |
$1.97B |
+$218M |
-$93.2M |
+$125M |
AAPL, QQQ, USFR, SPLG, SPY
|
13F-HR |
11/14/2023, 03:12 PM |
Q2 2023 |
1,044 |
$1.92B |
+$208M |
-$136M |
+$72.4M |
AAPL, QQQ, SPY, SPLG, USFR
|
13F-HR |
8/14/2023, 09:41 PM |
Q1 2023 |
950 |
$1.75B |
+$297M |
-$157M |
+$141M |
AAPL, QQQ, SPY, USFR, SPLG
|
13F-HR |
5/15/2023, 05:06 PM |
Q4 2022 |
885 |
$1.56B |
+$254M |
-$69.5M |
+$184M |
AAPL, SPYV, SPY, QQQ, MDYV
|
13F-HR |
2/14/2023, 08:21 PM |
Q3 2022 |
868 |
$1.31B |
+$352M |
-$72.8M |
+$279M |
AAPL, SPY, QQQ, SPAB, AMZN
|
13F-HR |
11/22/2022, 02:33 PM |
Q2 2022 |
737 |
$1.13B |
+$119M |
-$56.7M |
+$62.2M |
AAPL, SPYV, SPY, SPAB, ONEY
|
13F-HR |
8/15/2022, 12:47 PM |
Q1 2022 |
765 |
$1.32B |
+$208M |
-$113M |
+$95M |
AAPL, SPY, SPYV, MDYV, SPAB
|
13F-HR |
5/16/2022, 05:24 PM |
Q4 2021 |
803 |
$1.35B |
+$160M |
-$103M |
+$57M |
AAPL, SPY, QQQ, SPYG, XLK
|
13F-HR |
2/14/2022, 12:54 PM |
Q3 2021 |
802 |
$1.23B |
+$85.8M |
-$405M |
-$319M |
AAPL, SPY, SPYG, AMZN, SPYV
|
13F-HR |
11/15/2021, 01:36 PM |
Q2 2021 |
940 |
$1.58B |
+$243M |
-$136M |
+$107M |
AAPL, SPY, ABBV, AMZN, ABT
|
13F-HR |
8/16/2021, 03:36 PM |
Q1 2021 |
828 |
$1.39B |
+$248M |
-$113M |
+$136M |
AAPL, SPY, ABBV, IVV, QQQ
|
13F-HR |
5/18/2021, 09:45 AM |
Q4 2020 |
733 |
$1.19B |
+$138M |
-$39M |
+$99.3M |
AAPL, SPY, ABBV, IVV, SPYG
|
13F-HR |
2/16/2021, 08:11 PM |
Q3 2020 |
656 |
$992M |
+$286M |
-$38.9M |
+$247M |
AAPL, SPY, IVV, ABBV, SPYG
|
13F-HR |
11/19/2020, 08:18 AM |
Q2 2020 |
577 |
$730M |
+$110M |
-$162M |
-$51.8M |
AAPL, SPY, IVV, QQQ, SPYG
|
13F-HR |
8/14/2020, 02:15 PM |
Q1 2020 |
554 |
$695M |
+$106M |
-$59.5M |
+$46.4M |
ABBV, AAPL, IVV, ABT, SPY
|
13F-HR |
5/13/2020, 09:02 AM |
Q4 2019 |
620 |
$845M |
+$96M |
-$26.8M |
+$69.2M |
IVV, AAPL, ABBV, IUSG, IUSV
|
13F-HR |
2/18/2020, 08:27 AM |
Q3 2019 |
610 |
$735M |
+$116M |
-$35.2M |
+$81.3M |
IVV, ABBV, AAPL, ABT, IUSG
|
13F-HR |
11/14/2019, 08:07 PM |
Q2 2019 |
540 |
$657M |
+$78.8M |
-$27M |
+$51.9M |
IVV, AAPL, ABBV, ABT, VEA
|
13F-HR |
8/12/2019, 04:20 PM |
Q1 2019 |
516 |
$600M |
+$81.7M |
-$37.8M |
+$43.9M |
IVV, ABBV, AAPL, SPY, VEA
|
13F-HR |
5/15/2019, 06:44 PM |
Q4 2018 |
472 |
$515M |
+$153M |
-$21.8M |
+$131M |
IVV, ABBV, AAPL, ABT, AMZN
|
13F-HR |
2/14/2019, 04:39 PM |
Q3 2018 |
425 |
$462M |
+$76.5M |
-$15.4M |
+$61.1M |
IVV, AAPL, AMZN, QQQ, IUSG
|
13F-HR |
11/14/2018, 12:53 PM |
Q2 2018 |
408 |
$391M |
+$67.2M |
-$7.02M |
+$60.2M |
IVV, AAPL, SDY, AMZN, SPY
|
13F-HR |
8/13/2018, 01:59 PM |
Q1 2018 |
1,591 |
$372M |
+$44.6M |
-$25.9M |
+$18.7M |
IVV, AAPL, SDY, SPY, HDV
|
13F-HR |
5/14/2018, 07:30 PM |
Q4 2017 |
1,568 |
$377M |
+$134M |
-$2.57M |
+$131M |
AAPL, IVV, SDY, HDV, IWD
|
13F-HR |
2/14/2018, 08:52 AM |
Q3 2017 |
1,312 |
$234M |
|
|
|
AAPL, SDY, FTC, HDV, SUB
|
13F-HR |
11/14/2017, 02:18 PM |
Q2 2017 |
129 |
$18M |
|
|
|
AAPL, ABBV, AGN, PG, ADP
|
Restatement |
8/14/2017, 06:12 PM |
Q1 2017 |
1,093 |
$138M |
+$34.2M |
-$16.9M |
+$17.3M |
FPX, IWP, AAPL, VEA, IWB
|
13F-HR |
5/15/2017, 07:17 PM |
Q4 2016 |
1,117 |
$132M |
|
|
|
FTC, IWD, AAPL, IWF, VEA
|
13F-HR |
2/14/2017, 10:30 AM |