Q1 2025 |
165 |
$284M |
+$8.37M |
-$5.33M |
+$3.04M |
AAPL, NVDA, ITOT, SPY, TMP
|
13F-HR |
4/17/2025, 08:57 AM |
Q4 2024 |
167 |
$286M |
+$7.91M |
-$9.85M |
-$1.94M |
AAPL, NVDA, ITOT, SPY, TMP
|
13F-HR |
1/22/2025, 12:16 PM |
Q3 2024 |
175 |
$288M |
+$9.13M |
-$2.84M |
+$6.28M |
AAPL, NVDA, ITOT, SPY, MSFT
|
13F-HR |
10/15/2024, 08:28 AM |
Q2 2024 |
166 |
$263M |
+$20M |
-$6.51M |
+$13.5M |
AAPL, NVDA, SPY, ITOT, MSFT
|
Restatement |
7/17/2024, 08:27 AM |
Q1 2024 |
166 |
$252M |
+$4.5M |
-$9.05M |
-$4.55M |
AAPL, SPY, NVDA, ITOT, MSFT
|
13F-HR |
4/23/2024, 01:38 PM |
Q4 2023 |
171 |
$241M |
+$6.2M |
-$14.8M |
-$8.59M |
AAPL, SPY, MSFT, ITOT, TMP
|
13F-HR |
1/18/2024, 08:14 AM |
Q3 2023 |
166 |
$229M |
+$7.24M |
-$8.32M |
-$1.08M |
AAPL, SPY, ABBV, MSFT, BRKA
|
13F-HR |
10/13/2023, 03:55 PM |
Q2 2023 |
166 |
$242M |
+$5.02M |
-$3.74M |
+$1.27M |
AAPL, SPY, MSFT, TMP, ITOT
|
13F-HR |
7/20/2023, 10:58 AM |
Q1 2023 |
165 |
$232M |
+$3.9M |
-$1.93M |
+$1.98M |
AAPL, SPY, ABBV, TMP, ITOT
|
13F-HR |
4/17/2023, 01:33 PM |
Q4 2022 |
169 |
$224M |
+$6.43M |
-$6.98M |
-$557K |
AAPL, TMP, ABBV, SPY, ITOT
|
13F-HR |
2/1/2023, 11:53 AM |
Q3 2022 |
163 |
$205M |
+$8.98M |
-$4.59M |
+$4.39M |
AAPL, TMP, SPY, ABBV, ITOT
|
13F-HR |
10/12/2022, 03:09 PM |
Q2 2022 |
162 |
$223M |
+$10.4M |
-$5.02M |
+$5.35M |
AAPL, SPY, TMP, ABBV, ITOT
|
13F-HR |
7/20/2022, 07:25 AM |
Q1 2022 |
165 |
$257M |
+$17.7M |
-$8.17M |
+$9.51M |
AAPL, SPY, TMP, ABBV, ITOT
|
Restatement |
4/29/2022, 01:19 PM |
Q4 2021 |
163 |
$254M |
+$9.64M |
-$7.91M |
+$1.74M |
AAPL, SPY, TMP, ABBV, ITOT
|
13F-HR |
1/19/2022, 02:58 PM |
Q3 2021 |
160 |
$231M |
+$11.8M |
-$3.18M |
+$8.59M |
AAPL, SPY, TMP, ITOT, MSFT
|
13F-HR |
10/21/2021, 09:18 AM |
Q2 2021 |
159 |
$224M |
+$13M |
-$7.5M |
+$5.48M |
AAPL, SPY, TMP, ITOT, ABBV
|
13F-HR |
7/23/2021, 11:02 AM |
Q1 2021 |
147 |
$208M |
+$5.98M |
-$6.59M |
-$616K |
AAPL, SPY, TMP, ABT, ABBV
|
13F-HR |
4/22/2021, 01:01 PM |
Q4 2020 |
149 |
$198M |
+$11.2M |
-$31.3M |
-$20M |
AAPL, SPY, TMP, ABBV, ABT
|
13F-HR |
2/1/2021, 09:27 AM |
Q3 2020 |
140 |
$174M |
+$18.8M |
-$2.72M |
+$16.1M |
AAPL, SPY, ABT, TMP, ABBV
|
13F-HR |
10/14/2020, 01:30 PM |
Q2 2020 |
137 |
$161M |
+$8.94M |
-$1.62M |
+$7.31M |
AAPL, SPY, TMP, ABBV, ABT
|
13F-HR |
7/24/2020, 09:38 AM |
Q1 2020 |
127 |
$135M |
+$3.63M |
-$2.33M |
+$1.3M |
AAPL, TMP, SPY, ABBV, ABT
|
Restatement |
4/23/2020, 04:14 PM |
Q4 2019 |
132 |
$164M |
+$3.81M |
-$4.45M |
-$649K |
AAPL, TMP, SPY, ABBV, ABT
|
13F-HR |
1/29/2020, 06:10 AM |
Q3 2019 |
132 |
$156M |
+$2.41M |
-$23.4M |
-$21M |
TMP, AAPL, SPY, ABT, ABBV
|
13F-HR |
11/8/2019, 08:30 AM |
Q2 2019 |
145 |
$179M |
+$29.1M |
-$1.14M |
+$28M |
TMP, AAPL, SPY, T, ABT
|
13F-HR |
7/19/2019, 05:52 PM |
Q1 2019 |
127 |
$146M |
+$5.58M |
-$21.1M |
-$15.5M |
TMP, AAPL, SPY, ABBV, ABT
|
13F-HR |
4/19/2019, 02:54 PM |
Q4 2018 |
130 |
$152M |
+$25.2M |
-$1.52M |
+$23.7M |
TMP, AAPL, ABBV, SPY, ABT
|
13F-HR |
2/6/2019, 07:17 AM |
Q3 2018 |
127 |
$148M |
+$9.06M |
-$5.79M |
+$3.28M |
AAPL, TMP, SPY, ABBV, ABT
|
13F-HR |
10/26/2018, 11:08 AM |
Q2 2018 |
124 |
$135M |
+$2.48M |
-$6.02M |
-$3.54M |
TMP, AAPL, SPY, ABBV, XOM
|
13F-HR |
8/3/2018, 04:52 PM |
Q1 2018 |
124 |
$140M |
+$6.57M |
-$4.39M |
+$2.18M |
TMP, AAPL, SPY, ABBV, BRKA
|
13F-HR |
4/25/2018, 11:51 AM |
Q4 2017 |
124 |
$144M |
|
|
|
TMP, AAPL, SPY, ABBV, JNJ
|
13F-HR |
4/5/2018, 04:26 PM |