Q3 2023
|
1 |
0 |
|
13F-HR
|
10/13/2023 |
000108514623003718 |
Q2 2023
|
1 |
0 |
|
13F-HR
|
8/14/2023 |
000108514623003401 |
Q1 2023
|
1 |
0 |
|
13F-HR
|
4/26/2023 |
000108514623001906 |
Q4 2022
|
1 |
0 |
|
13F-HR
|
2/21/2023 |
000108514623001425 |
Q3 2022
|
913 |
4,043,705 |
AAPL, MSFT, KO, VEA
|
RESTATEMENT
|
12/1/2022 |
000108514622004221 |
Q2 2022
|
733 |
4,397,059 |
AAPL, MSFT, KO, VEA
|
RESTATEMENT
|
12/1/2022 |
000108514622004220 |
Q1 2022
|
803 |
5,131,538 |
AAPL, MSFT, VEA, KO
|
RESTATEMENT
|
12/1/2022 |
000108514622004219 |
Q4 2021
|
815 |
5,338,578 |
AAPL, MSFT, VEA, KO
|
RESTATEMENT
|
12/1/2022 |
000108514622004218 |
Q3 2021
|
838 |
5,684,246 |
AAPL, AAPL puts, MSFT, VEA
|
RESTATEMENT
|
12/1/2022 |
000108514622004217 |
Q2 2021
|
682 |
6,069,015 |
AAPL, AAPL puts, AMZN, MSFT
|
RESTATEMENT
|
12/1/2022 |
000108514622004216 |
Q1 2021
|
680 |
5,632,613 |
AAPL, MSFT, AMZN, META
|
RESTATEMENT
|
12/1/2022 |
000108514622004215 |
Q4 2020
|
809 |
5,754,306 |
MSFT, AMZN, AAPL, META
|
RESTATEMENT
|
12/1/2022 |
000108514622004214 |
Q3 2020
|
657 |
3,770,660 |
AAPL, MSFT, KO, VEA
|
RESTATEMENT
|
12/1/2022 |
000108514622004213 |
Q2 2020
|
672 |
3,491,954 |
MSFT, AAPL, KO, VEA
|
RESTATEMENT
|
12/1/2022 |
000108514622004212 |
Q1 2020
|
716 |
3,012,185 |
MSFT, AAPL, KO, VEA
|
13F-HR
|
4/24/2020 |
000108514620001208 |
Q4 2019
|
737 |
3,870,841 |
MSFT, AAPL, KO, VEA
|
13F-HR
|
2/10/2020 |
000108514620000473 |
Q3 2019
|
812 |
3,599,501 |
KO, MSFT, AAPL, VEA
|
13F-HR
|
11/6/2019 |
000108514619002735 |
Q2 2019
|
768 |
3,563,923 |
MSFT, KO, VEA, AAPL
|
13F-HR
|
8/9/2019 |
000108514619002172 |
Q1 2019
|
899 |
3,472,826 |
MSFT, KO, VEA, AAPL
|
13F-HR
|
5/13/2019 |
000108514619001453 |
Q4 2018
|
728 |
3,175,372 |
KO, MSFT, VEA, IVV
|
13F-HR
|
2/13/2019 |
000108514619000672 |
Q3 2018
|
3 |
1,152 |
FACEBOOK INC puts, APPLE INC puts, FORTIVE CORP calls
|
NEW HOLDINGS
|
4/19/2019 |
000108514619001213 |
Q3 2018
|
732 |
3,477,974 |
AAPL, MSFT, KO, IVV
|
13F-HR
|
11/14/2018 |
000108514618002781 |
Q2 2018
|
2 |
3,374 |
AMAZON COM INC puts, FACEBOOK INC puts
|
NEW HOLDINGS
|
4/19/2019 |
000108514619001212 |
Q2 2018
|
859 |
3,235,600 |
KO, MSFT, AAPL, IVV
|
13F-HR
|
8/10/2018 |
000108514618001965 |
Q1 2018
|
2 |
4,790 |
APPLE INC puts, FACEBOOK INC puts
|
NEW HOLDINGS
|
4/19/2019 |
000108514619001211 |
Q1 2018
|
12 |
129,522 |
AAPL, BDXA, SRE-A, SRCLP
|
NEW HOLDINGS
|
11/15/2018 |
000108514618002787 |
Q1 2018
|
846 |
3,173,654 |
KO, MSFT, AAPL, VEA
|
13F-HR
|
5/7/2018 |
000108514618001255 |
Q4 2017
|
8 |
72,729 |
AMZN, AAPL, ANTX, FACEBOOK INC puts
|
NEW HOLDINGS
|
4/19/2019 |
000108514619001210 |
Q4 2017
|
6 |
6,063 |
SRCLP, SOUTHWESTERN ENERGY CO, RPT-D, EEFT
|
NEW HOLDINGS
|
11/15/2018 |
000108514618002786 |
Q4 2017
|
1,053 |
3,348,723 |
KO, META, AAPL, MSFT
|
13F-HR
|
2/8/2018 |
000108514618000427 |
Q3 2017
|
2 |
770 |
SNAP INC puts, HERBALIFE NUTRITION LTD calls
|
NEW HOLDINGS
|
4/19/2019 |
000108514619001209 |
Q3 2017
|
18 |
22,562 |
CCI-A, ARNC-B, WELL-I, DISH NETWORK CORP
|
NEW HOLDINGS
|
11/15/2018 |
000108514618002785 |
Q3 2017
|
1,099 |
3,135,930 |
KO, AAPL, MSFT, CVX
|
13F-HR
|
11/13/2017 |
000108514617002298 |
Q2 2017
|
1 |
343 |
UNDER ARMOUR INC puts
|
NEW HOLDINGS
|
4/19/2019 |
000108514619001208 |
Q2 2017
|
14 |
25,788 |
BDXA, DTV, SWP, UAA
|
NEW HOLDINGS
|
11/14/2018 |
000108514618002784 |
Q2 2017
|
1,135 |
3,101,199 |
KO, AAPL, MSFT, EFA
|
13F-HR
|
8/7/2017 |
000108514617001653 |
Q1 2017
|
13 |
9,110 |
DTV, BKHU, SRCL, ELV
|
NEW HOLDINGS
|
11/14/2018 |
000108514618002783 |
Q1 2017
|
1,131 |
3,032,677 |
KO, AAPL, MSFT, GE
|
13F-HR
|
5/4/2017 |
000108514617001090 |
Q4 2016
|
2 |
1,372 |
FACEBOOK INC puts, APPLE INC puts
|
NEW HOLDINGS
|
4/19/2019 |
000108514619001201 |
Q4 2016
|
1,093 |
3,006,166 |
KO, AAPL, GE, MSFT
|
13F-HR
|
2/8/2017 |
000108514617000336 |
Q3 2016
|
1,101 |
2,945,788 |
KO, GE, AAPL, EFA
|
13F-HR
|
11/14/2016 |
000108514616004782 |
Q2 2016
|
1,101 |
2,872,783 |
KO, GE, XOM, JNJ
|
13F-HR
|
8/8/2016 |
000108514616004174 |
Q1 2016
|
1,162 |
2,821,000 |
KO, GE, EFA, AAPL
|
13F-HR
|
5/11/2016 |
000108514616003658 |
Q4 2015
|
1,055 |
2,775,552 |
KO, GE, EFA, MSFT
|
13F-HR
|
2/10/2016 |
000108514616002909 |
Q3 2015
|
1,172 |
2,680,022 |
KO, EFA, AAPL, GE
|
13F-HR
|
11/10/2015 |
000108514615002229 |
Q2 2015
|
1,134 |
2,949,632 |
KO, EFA, AAPL, GE
|
13F-HR
|
8/13/2015 |
000108514615001751 |
Q1 2015
|
1,152 |
3,006,658 |
KO, EFA, AAPL, CVX
|
13F-HR
|
5/13/2015 |
000108514615001155 |
Q4 2014
|
1,236 |
3,001,279 |
KO, EFA, XOM, PG
|
13F-HR
|
2/13/2015 |
000108514615000484 |
Q3 2014
|
1,300 |
2,977,870 |
KO, LINNCO LLC, XOM, CVX
|
13F-HR
|
11/10/2014 |
000108514614002149 |
Q2 2014
|
1,173 |
3,067,872 |
LINNCO LLC, KO, XOM, CVX
|
13F-HR
|
8/5/2014 |
000108514614001504 |
Q1 2014
|
1,130 |
2,965,735 |
KO, LINNCO LLC, XOM, CVX
|
13F-HR
|
5/5/2014 |
000108514614000966 |
Q4 2013
|
1,090 |
3,028,770 |
KO, LINNCO LLC, XOM, CVX
|
RESTATEMENT
|
12/31/2015 |
000108514615002486 |
Q3 2013
|
1,178 |
2,909,900 |
KO, BERRY PETE CO, XOM, CVX
|
RESTATEMENT
|
12/31/2015 |
000108514615002485 |
Q2 2013
|
1,629 |
5,018,858 |
KO, WFC, BERRY PETE CO, CVX
|
RESTATEMENT
|
12/31/2015 |
000108514615002484 |
Q1 2013
|
1,024 |
4,317,409 |
KO, AGG, BERRY PETE CO, XOM
|
RESTATEMENT
|
12/31/2015 |
000108514615002482 |
Q1 2013
|
549 |
807,665 |
TRMB, LKQ, FAST, VAR
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002483 |
Q4 2012
|
1,490 |
4,853,597 |
KO, AGG, XOM, WFC
|
RESTATEMENT
|
12/31/2015 |
000108514615002480 |
Q4 2012
|
80 |
8,664 |
C, LIBERTY MEDIA CORPORATION, MDLZ, BEAM
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002481 |
Q3 2012
|
1,408 |
4,378,365 |
KO, AGG, BERRY PETE CO, XOM
|
RESTATEMENT
|
12/31/2015 |
000108514615002478 |
Q3 2012
|
6 |
975 |
PSX, BEAM, C, IEI
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002479 |
Q2 2012
|
1,381 |
3,941,468 |
KO, BERRY PETE CO, XOM, CVX
|
RESTATEMENT
|
12/31/2015 |
000108514615002476 |
Q2 2012
|
5 |
1,164 |
BEAM, PSX, C, IEI
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002477 |
Q1 2012
|
1,393 |
4,000,904 |
KO, AAPL, BERRY PETE CO, XOM
|
RESTATEMENT
|
12/31/2015 |
000108514615002474 |
Q1 2012
|
3 |
422 |
BEAM, C
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002475 |
Q4 2011
|
1,436 |
3,849,988 |
KO, BERRY PETE CO, XOM, CVX
|
RESTATEMENT
|
12/31/2015 |
000108514615002472 |
Q4 2011
|
3 |
122 |
C, SCHW
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002473 |
Q3 2011
|
1,547 |
3,448,749 |
KO, AAPL, BERRY PETE CO, CVX
|
RESTATEMENT
|
12/31/2015 |
000108514615002470 |
Q3 2011
|
1 |
0 |
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002471 |
Q2 2011
|
1,566 |
4,049,429 |
KO, BERRY PETE CO, CVX, AGG
|
RESTATEMENT
|
12/31/2015 |
000108514615002468 |
Q2 2011
|
4 |
93 |
ING CLARION GLB RE EST INCM, HII, C
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002469 |
Q1 2011
|
1,535 |
4,025,392 |
KO, BERRY PETE CO, AGG, CVX
|
RESTATEMENT
|
12/31/2015 |
000108514615002466 |
Q1 2011
|
2 |
29 |
HUGHES COMMUNICATIONS INC, SATS
|
NEW HOLDINGS
|
12/31/2015 |
000108514615002467 |
Q4 2010
|
1,515 |
3,797,923 |
KO, BERRY PETE CO, AGG, CVX
|
RESTATEMENT
|
12/31/2015 |
000108514615002465 |