Q2 2025 |
283 |
$545M |
+$27.6M |
-$5.93M |
+$21.7M |
ARLP, MSFT, GOOG, AAPL, IVV
|
13F-HR |
7/31/2025, 10:56 AM |
Q1 2025 |
279 |
$504M |
+$22.2M |
-$12.3M |
+$9.89M |
ARLP, AAPL, MSFT, GOOG, IVV
|
13F-HR |
5/6/2025, 04:05 PM |
Q4 2024 |
274 |
$495M |
+$18.8M |
-$8.63M |
+$10.1M |
ARLP, AAPL, GOOG, MSFT, IVV
|
13F-HR |
2/7/2025, 11:12 AM |
Q3 2024 |
269 |
$480M |
+$15.2M |
-$11.5M |
+$3.65M |
ARLP, AAPL, MSFT, GOOG, IVV
|
13F-HR |
10/30/2024, 11:06 AM |
Q2 2024 |
273 |
$454M |
+$18.3M |
-$15.7M |
+$2.62M |
ARLP, MSFT, GOOG, AAPL, IVV
|
13F-HR |
8/13/2024, 12:24 PM |
Q1 2024 |
273 |
$437M |
+$37.8M |
-$13.8M |
+$24M |
ARLP, MSFT, GOOG, REPX, IVV
|
13F-HR |
5/9/2024, 12:21 PM |
Q4 2023 |
275 |
$393M |
+$48.3M |
-$17.6M |
+$30.7M |
ARLP, NBHC, AAPL, MSFT, REPX
|
13F-HR |
2/2/2024, 10:19 AM |
Q3 2023 |
281 |
$342M |
+$8.58M |
-$29.4M |
-$20.8M |
ARLP, AAPL, MSFT, REPX, IVV
|
13F-HR |
11/9/2023, 03:17 PM |
Q2 2023 |
306 |
$365M |
+$7.02M |
-$32.5M |
-$25.5M |
ARLP, AAPL, MSFT, REPX, IVV
|
13F-HR |
8/14/2023, 10:15 AM |
Q1 2023 |
295 |
$381M |
+$42.9M |
-$6.01M |
+$36.9M |
ARLP, REPX, AAPL, MSFT, IVV
|
13F-HR |
5/15/2023, 09:19 AM |
Q4 2022 |
265 |
$335M |
+$8.28M |
-$10.7M |
-$2.44M |
ARLP, IVV, REPX, AAPL, MSFT
|
13F-HR |
2/10/2023, 01:28 PM |
Q3 2022 |
258 |
$322M |
+$30.4M |
-$3.54M |
+$26.9M |
ARLP, IVV, AAPL, VWO, MSFT
|
13F-HR |
11/10/2022, 10:21 AM |
Q2 2022 |
234 |
$319M |
+$18.4M |
-$1.95M |
+$16.4M |
ARLP, IVV, VWO, AAPL, REPX
|
13F-HR |
7/27/2022, 04:13 PM |
Q1 2022 |
245 |
$347M |
+$35.1M |
-$5.77M |
+$29.3M |
ARLP, IVV, AAPL, VWO, MSFT
|
13F-HR |
5/9/2022, 01:50 PM |
Q4 2021 |
233 |
$320M |
+$21.4M |
-$14M |
+$7.43M |
ARLP, IVV, VWO, AAPL, MSFT
|
13F-HR |
2/2/2022, 03:39 PM |
Q3 2021 |
241 |
$306M |
+$25.4M |
-$7.2M |
+$18.2M |
ARLP, VWO, IVV, AAPL, MSFT
|
13F-HR |
11/9/2021, 12:49 PM |
Q2 2021 |
240 |
$288M |
+$38.6M |
-$11.1M |
+$27.5M |
VWO, IVV, ARLP, REPX, AAPL
|
13F-HR |
7/28/2021, 04:31 PM |
Q1 2021 |
237 |
$242M |
+$30.7M |
-$10.8M |
+$19.9M |
VWO, IVV, ARLP, AAPL, MSFT
|
13F-HR |
5/7/2021, 12:20 PM |
Q4 2020 |
208 |
$220M |
+$30.3M |
-$20.9M |
+$9.45M |
IVV, VWO, AAPL, ARLP, MSFT
|
13F-HR |
2/5/2021, 12:10 PM |
Q3 2020 |
183 |
$190M |
+$28M |
-$4.01M |
+$24M |
QQQ, IVV, AAPL, VWO, AGG
|
13F-HR |
11/3/2020, 09:25 AM |
Q2 2020 |
168 |
$164M |
+$23.8M |
-$12.3M |
+$11.5M |
IVV, QQQ, AAPL, VWO, MSFT
|
13F-HR |
8/11/2020, 09:56 AM |
Q1 2020 |
161 |
$134M |
+$19.6M |
-$5.96M |
+$13.7M |
IVV, VWO, QQQ, AAPL, ARLP
|
13F-HR |
5/4/2020, 03:06 PM |
Q4 2019 |
204 |
$182M |
+$10.4M |
-$760K |
+$9.6M |
ARLP, IVV, VWO, AAPL, PEP
|
13F-HR |
2/10/2020, 09:42 AM |
Q3 2019 |
203 |
$177M |
+$27.3M |
-$6.05M |
+$21.3M |
ARLP, IVV, AAPL, PEP, VWO
|
13F-HR |
11/7/2019, 09:27 AM |
Q2 2019 |
195 |
$161M |
+$48.4M |
-$1.21M |
+$47.2M |
ARLP, AAPL, IVV, AMZN, PEP
|
13F-HR |
8/13/2019, 11:57 AM |
Q1 2019 |
154 |
$113M |
+$9.62M |
-$561K |
+$9.06M |
AAPL, IVV, AMZN, PEP, EPD
|
13F-HR |
5/14/2019, 08:33 AM |
Q4 2018 |
140 |
$94.9M |
|
|
|
AAPL, IVV, PEP, AMZN, EPD
|
Restatement |
3/15/2019, 11:41 AM |