|
Q4 2022
|
1 |
0 |
|
13F-HR
|
2/10/2023 |
000108514623001037 |
|
Q3 2022
|
193 |
538,937 |
MSFT, GOOGL, MRK, BRK-B
|
13F-HR
|
11/3/2022 |
000108514622003774 |
|
Q2 2022
|
194 |
671,671 |
MSFT, GOOGL, MRK, BRK-B
|
13F-HR
|
8/9/2022 |
000108514622002930 |
|
Q1 2022
|
207 |
796,262 |
MSFT, GOOGL, BRK-B, IWY
|
13F-HR
|
5/12/2022 |
000108514622002020 |
|
Q4 2021
|
207 |
884,041 |
MSFT, GOOGL, HD, IWY
|
13F-HR
|
2/22/2022 |
000108514622001198 |
|
Q3 2021
|
173 |
756,541 |
MSFT, GOOGL, JPM, IWY
|
13F-HR
|
11/15/2021 |
000108514621003296 |
|
Q2 2021
|
174 |
757,889 |
MSFT, GOOGL, JPM, IWY
|
13F-HR
|
8/12/2021 |
000114046821000006 |
|
Q1 2021
|
170 |
726,782 |
MSFT, JPM, GOOGL, HD
|
13F-HR
|
5/12/2021 |
000114046821000004 |
|
Q4 2020
|
171 |
733,816 |
MSFT, ABT, GOOGL, MRK
|
13F-HR
|
2/8/2021 |
000114046821000002 |
|
Q3 2020
|
166 |
651,906 |
MSFT, MRK, ABT, HD
|
13F-HR
|
11/12/2020 |
000114046820000008 |
|
Q2 2020
|
161 |
612,924 |
MSFT, MRK, CSCO, ABT
|
13F-HR
|
8/13/2020 |
000114046820000006 |
|
Q1 2020
|
153 |
509,030 |
MSFT, MRK, ABT, CSCO
|
13F-HR
|
4/24/2020 |
000114046820000004 |
|
Q4 2019
|
168 |
652,373 |
MSFT, MRK, JPM, CSCO
|
13F-HR
|
2/14/2020 |
000114046820000002 |
|
Q3 2019
|
165 |
611,581 |
MSFT, MRK, CSCO, JPM
|
13F-HR
|
11/1/2019 |
000114046819000009 |
|
Q2 2019
|
159 |
575,603 |
MSFT, CSCO, MRK, ABT
|
RESTATEMENT
|
8/5/2019 |
000114046819000007 |
|
Q1 2019
|
152 |
540,722 |
MRK, MSFT, CSCO, ABT
|
13F-HR
|
5/6/2019 |
000114046819000004 |
|
Q4 2018
|
147 |
484,757 |
MRK, MSFT, PFE, ABT
|
13F-HR
|
2/5/2019 |
000114046819000002 |
|
Q3 2018
|
151 |
571,481 |
MSFT, MRK, PFE, CSCO
|
13F-HR
|
11/9/2018 |
000114046818000008 |
|
Q2 2018
|
149 |
525,265 |
MSFT, MRK, CSCO, PFE
|
13F-HR
|
8/3/2018 |
000114046818000006 |
|
Q1 2018
|
143 |
518,093 |
MSFT, CSCO, MRK, PFE
|
13F-HR
|
5/4/2018 |
000114046818000004 |
|
Q4 2017
|
147 |
520,749 |
MRK, MSFT, PFE, CSCO
|
13F-HR
|
2/7/2018 |
000114046818000002 |
|
Q3 2017
|
133 |
472,021 |
MRK, PFE, T, MSFT
|
13F-HR
|
11/14/2017 |
000114046817000009 |
|
Q2 2017
|
120 |
418,354 |
MRK, PFE, T, JNJ
|
13F-HR
|
8/15/2017 |
000114046817000007 |
|
Q1 2017
|
114 |
393,400 |
MSFT, MRK, PFE, T
|
13F-HR
|
5/2/2017 |
000114046817000004 |
|
Q4 2016
|
108 |
379,637 |
GE, MSFT, T, MRK
|
13F-HR
|
2/10/2017 |
000114046817000002 |
|
Q3 2016
|
71 |
312,683 |
MSFT, GE, MRK, PFE
|
13F-HR
|
11/14/2016 |
000114046816000016 |
|
Q2 2016
|
64 |
297,269 |
GE, VZ, T, PFE
|
13F-HR
|
8/5/2016 |
000114046816000014 |
|
Q1 2016
|
66 |
294,727 |
GE, MSFT, VZ, T
|
13F-HR
|
5/12/2016 |
000114046816000012 |
|
Q4 2015
|
72 |
334,304 |
GE, QQQ, MSFT, Guggenheim S&P 500 Equal Wt Te
|
13F-HR
|
2/12/2016 |
000114046816000010 |
|
Q3 2015
|
67 |
315,379 |
QQQ, Guggenheim S&P 500 Equal Wt Te, PFE, GE
|
13F-HR
|
11/9/2015 |
000114046815000007 |
|
Q2 2015
|
70 |
349,681 |
QQQ, Guggenheim S&P 500 Equal Wt Te, KRE, PFE
|
13F-HR
|
8/12/2015 |
000114046815000005 |
|
Q1 2015
|
68 |
332,320 |
PFE, HWP, QQQ, MRK
|
13F-HR
|
5/7/2015 |
000114046815000004 |
|
Q4 2014
|
69 |
346,332 |
HWP, MRK, PFE, KRE
|
13F-HR
|
2/13/2015 |
000114046815000002 |
|
Q3 2014
|
54 |
319,476 |
KRE, HWP, MRK, PNC
|
13F-HR
|
11/12/2014 |
000114046814000008 |
|
Q2 2014
|
51 |
332,773 |
KRE, HWP, HP, DD
|
13F-HR
|
8/12/2014 |
000114046814000006 |
|
Q1 2014
|
47 |
319,914 |
KRE, DD, HWP, HP
|
13F-HR
|
5/16/2014 |
000114046814000004 |
|
Q4 2013
|
48 |
341,121 |
KRE, DD, APTV, LEA
|
13F-HR
|
2/12/2014 |
000114046814000002 |