|
Q4 2023
|
726 |
3,158,995 |
AAPL, MSFT, AMZN, NVDA
|
13F-HR
|
2/14/2024 |
000199937124002320 |
|
Q3 2023
|
696 |
2,729,929 |
AAPL, MSFT, AMZN, NVDA
|
13F-HR
|
11/14/2023 |
000183988223030687 |
|
Q2 2023
|
725 |
2,785,698 |
AAPL, MSFT, AMZN, NVDA
|
13F-HR
|
8/10/2023 |
000138713123009542 |
|
Q1 2023
|
728 |
2,401,035 |
AAPL, MSFT, AMZN, NVDA
|
13F-HR
|
5/11/2023 |
000138713123006377 |
|
Q4 2022
|
679 |
954,795 |
TSLA, PEP, SPY, MSGS
|
13F-HR
|
2/13/2023 |
000138713123001900 |
|
Q3 2022
|
683 |
2,103,296 |
AAPL, MSFT, AMZN, TSLA
|
13F-HR
|
11/14/2022 |
000139834422021973 |
|
Q2 2022
|
712 |
2,223,405 |
AAPL, MSFT, AMZN, TSLA
|
13F-HR
|
8/11/2022 |
000139834422015282 |
|
Q1 2022
|
809 |
2,708,355 |
AAPL, MSFT, AMZN, TSLA
|
13F-HR
|
5/12/2022 |
000139834422009410 |
|
Q4 2021
|
845 |
2,825,813 |
AAPL, MSFT, AMZN, META
|
13F-HR
|
2/11/2022 |
000139834422002721 |
|
Q3 2021
|
803 |
2,559,474 |
AAPL, MSFT, AMZN, TSLA
|
13F-HR
|
11/15/2021 |
000139834421021552 |
|
Q2 2021
|
827 |
2,649,481 |
AAPL, MSFT, AMZN, META
|
13F-HR
|
8/12/2021 |
000139834421016061 |
|
Q1 2021
|
807 |
2,873,076 |
MSFT, AAPL, AMZN, WFC
|
13F-HR
|
5/14/2021 |
000139834421010723 |
|
Q4 2020
|
728 |
2,225,418 |
AAPL, MSFT, AMZN, TSLA
|
13F-HR
|
2/16/2021 |
000139834421003391 |
|
Q3 2020
|
758 |
2,415,657 |
AAPL, MSFT, AMZN, TEAM.MX
|
13F-HR
|
11/9/2020 |
000139834420021729 |
|
Q2 2020
|
671 |
1,815,180 |
AAPL, MSFT, AMZN, TEAM.MX
|
13F-HR
|
8/12/2020 |
000139834420015572 |
|
Q1 2020
|
653 |
1,379,622 |
AAPL puts, MSFT, AMZN, WFC
|
13F-HR
|
5/13/2020 |
000139834420010041 |
|
Q4 2019
|
834 |
1,809,465 |
AAPL, MSFT, WFC, AMZN
|
13F-HR
|
2/11/2020 |
000139834420002653 |
|
Q3 2019
|
827 |
1,694,187 |
AAPL, MSFT, WFC, AMZN
|
13F-HR
|
11/13/2019 |
000139834419020025 |
|
Q2 2019
|
841 |
1,735,515 |
AAPL, WFC, AMZN, BEN
|
13F-HR
|
8/14/2019 |
000139834419014264 |
|
Q1 2019
|
832 |
25,352 |
WFC, BEN, INTC, CMCSA
|
13F-HR
|
5/10/2019 |
000139834419008567 |
|
Q4 2018
|
781 |
1,470,225 |
AAPL, WFC, AMZN, MSFT
|
13F-HR
|
1/31/2019 |
000139834419001713 |
|
Q3 2018
|
916 |
1,753,347 |
AAPL, WFC, MSFT, AMZN
|
13F-HR
|
11/14/2018 |
000139834418016552 |
|
Q2 2018
|
857 |
1,607,703 |
AAPL, WFC, MSFT, AMZN
|
13F-HR
|
8/10/2018 |
000139834418011549 |
|
Q1 2018
|
840 |
1,524,486 |
WFC, AAPL, MSFT, META
|
13F-HR
|
5/15/2018 |
000139834418007549 |
|
Q4 2017
|
857 |
1,557,252 |
WFC, AAPL, META, MSFT
|
13F-HR
|
2/6/2018 |
000139834418001601 |
|
Q3 2017
|
833 |
1,481,507 |
WFC, AAPL, META, MSFT
|
RESTATEMENT
|
11/28/2017 |
000139834417015182 |
|
Q2 2017
|
859 |
1,415,343 |
WFC, AAPL, META, MSFT
|
13F-HR
|
8/14/2017 |
000139834417010326 |
|
Q1 2017
|
852 |
1,444,035 |
SPY puts, WFC, AAPL, CVX
|
RESTATEMENT
|
11/28/2017 |
000139834417015197 |
|
Q4 2016
|
863 |
1,313,395 |
WFC, CVX, AAPL, MSFT
|
RESTATEMENT
|
11/29/2017 |
000139834417015208 |
|
Q3 2016
|
781 |
1,198,166 |
WFC, CVX, AAPL, MSFT
|
RESTATEMENT
|
12/6/2017 |
000139834417015564 |
|
Q2 2016
|
754 |
1,134,902 |
WFC, CVX, AAPL, MSFT
|
13F-HR
|
8/1/2016 |
000139834416015889 |
|
Q1 2016
|
754 |
1,104,754 |
WFC, CVX, AAPL, MSFT
|
13F-HR
|
5/13/2016 |
000139834416013338 |
|
Q4 2015
|
747 |
1,034,192 |
AAPL, WFC, MSFT, CVX
|
13F-HR
|
2/1/2016 |
000139834416009410 |
|
Q3 2015
|
742 |
908,469 |
AAPL, WFC, MSFT, META
|
13F-HR
|
11/2/2015 |
000139834415007299 |
|
Q2 2015
|
773 |
966,764 |
AAPL, WFC, MSFT, INTC
|
13F-HR
|
8/11/2015 |
000139834415005128 |
|
Q1 2015
|
796 |
925,605 |
AAPL, MSFT, XOM, INTC
|
13F-HR
|
5/12/2015 |
000139834415003217 |
|
Q4 2014
|
790 |
858,565 |
AAPL, MSFT, INTC, ABBV
|
13F-HR
|
2/10/2015 |
000139834415000812 |
|
Q3 2014
|
758 |
743,985 |
AAPL, MSFT, INTC, ABBV
|
13F-HR
|
10/15/2014 |
000139834414005289 |
|
Q2 2014
|
799 |
716,185 |
AAPL, MSFT, CVX, INTC
|
13F-HR
|
7/25/2014 |
000139834414003718 |
|
Q1 2014
|
764 |
682,105 |
AAPL, MSFT, CVX, ABBV
|
13F-HR
|
4/14/2014 |
000139834414002162 |
|
Q4 2013
|
750 |
661,299 |
AAPL, MSFT, CVX, ABBV
|
13F-HR
|
1/22/2014 |
000139834414000326 |