|
Q3 2024
|
81 |
151,400 |
UNM, AGM, ABBV, TMO
|
13F-HR
|
11/5/2024 |
000117266124004471 |
|
Q2 2024
|
78 |
139,345 |
AGM, UNM, OMF, TMO
|
13F-HR
|
8/12/2024 |
000117266124003244 |
|
Q1 2024
|
83 |
146,134 |
AGM, UNM, OMF, TMO
|
13F-HR
|
5/14/2024 |
000117266124002246 |
|
Q4 2023
|
76 |
133,329 |
AGM, UNM, OMF, TMO
|
13F-HR
|
2/6/2024 |
000117266124000472 |
|
Q3 2023
|
75 |
128,033 |
UNM, AGM, TMO, CLMT
|
13F-HR
|
10/30/2023 |
000117266123003526 |
|
Q2 2023
|
79 |
134,568 |
UNM, AGM, TMO, OMF
|
13F-HR
|
8/1/2023 |
000117266123002710 |
|
Q1 2023
|
79 |
131,627 |
TMO, UNM, AGM, ABBV
|
13F-HR
|
5/3/2023 |
000117266123001805 |
|
Q4 2022
|
81 |
130,901 |
UNM, TMO, ABBV, TRTN
|
13F-HR
|
1/26/2023 |
000117266123000294 |
|
Q3 2022
|
80 |
113,237 |
UNM, TMO, ABBV, CVS
|
13F-HR
|
11/2/2022 |
000117266122002274 |
|
Q2 2022
|
85 |
125,068 |
TMO, ABBV, UNM, KNTK
|
13F-HR
|
8/2/2022 |
000117266122001699 |
|
Q1 2022
|
92 |
140,927 |
TMO, ABBV, TRTN, UNM
|
13F-HR
|
4/28/2022 |
000181204622000049 |
|
Q4 2021
|
283 |
143,407 |
TMO, PFE, CVS, ABBV
|
13F-HR
|
2/2/2022 |
000181204622000020 |
|
Q3 2021
|
212 |
132,827 |
TMO, GM, KNTK, OMF
|
13F-HR
|
11/4/2021 |
000181204621000101 |
|
Q2 2021
|
224 |
151,298 |
TMO, GM, KNTK, OMF
|
13F-HR
|
7/20/2021 |
000142658821000003 |
|
Q1 2021
|
284 |
187,833 |
SCHD, CWI, TMO, BIV
|
13F-HR
|
4/19/2021 |
000142658821000002 |
|
Q4 2020
|
285 |
159,058 |
BIV, CWI, TMO, SCHD
|
13F-HR
|
2/12/2021 |
000142658821000001 |
|
Q3 2020
|
296 |
140,149 |
TMO, BIV, SCHD, CWI
|
13F-HR
|
11/3/2020 |
000142658820000004 |
|
Q2 2020
|
288 |
123,214 |
SCHD, TMO, VRIG, CWI
|
13F-HR
|
7/22/2020 |
000142658820000003 |
|
Q1 2020
|
353 |
103,958 |
VRIG, BSCO, SCHD, TMO
|
13F-HR
|
4/23/2020 |
000142658820000002 |
|
Q4 2019
|
452 |
164,452 |
VRIG, BSCO, CWI, TMO
|
13F-HR
|
1/22/2020 |
000142658820000001 |
|
Q3 2019
|
475 |
170,928 |
VRIG, GM, BP, TMO
|
13F-HR
|
11/12/2019 |
000142658819000004 |
|
Q2 2019
|
291 |
177,431 |
GM, BP, VRIG, CWI
|
13F-HR
|
7/30/2019 |
000142658819000003 |
|
Q1 2019
|
306 |
175,275 |
VRIG, BP, CWI, GM
|
13F-HR
|
4/26/2019 |
000142658819000002 |
|
Q4 2018
|
331 |
174,970 |
VRIG, CWI, BSCK, GM
|
13F-HR
|
2/15/2019 |
000142658819000001 |
|
Q3 2018
|
351 |
219,828 |
VRIG, CWI, BP, SCHD
|
13F-HR
|
11/2/2018 |
000142658818000004 |
|
Q2 2018
|
330 |
206,171 |
VRIG, GM, CWI, BP
|
13F-HR
|
8/3/2018 |
000142658818000003 |
|
Q1 2018
|
310 |
195,009 |
POWERSHARES ETF TRUST II, POWERSHARES ACTIVE MNG ETF T, GM, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
5/14/2018 |
000142658818000002 |
|
Q4 2017
|
317 |
204,840 |
GM, CLAYMORE EXCHANGE TRD FD, SCHD, POWERSHARES ACTIVE MNG E
|
13F-HR
|
2/2/2018 |
000142658818000001 |
|
Q3 2017
|
323 |
197,513 |
GM, CLAYMORE EXCHANGE TRD FD TR, CVS, POWERSHARES ACTIVE MNG ETF T
|
13F-HR
|
11/20/2017 |
000142658817000004 |
|
Q2 2017
|
369 |
210,071 |
GM, CVS, AAL, CLAYMORE EXCHANGE TRD FD TR
|
13F-HR
|
7/28/2017 |
000142658817000003 |
|
Q1 2017
|
357 |
182,260 |
GM, CVS, BSCH, TMO
|
13F-HR
|
5/8/2017 |
000142658817000002 |
|
Q4 2016
|
388 |
191,774 |
GM, CVS, AAL, BSCH
|
13F-HR
|
2/9/2017 |
000142658817000001 |
|
Q3 2016
|
403 |
185,638 |
GM, CVS, LTC, TMO
|
13F-HR
|
12/1/2016 |
000142658816000013 |
|
Q2 2016
|
396 |
179,993 |
CVS, GM, LTC, MPW
|
13F-HR
|
8/5/2016 |
000142658816000012 |
|
Q1 2016
|
415 |
190,101 |
CVS, GM, LTC, AYR
|
13F-HR
|
6/1/2016 |
000142658816000011 |
|
Q4 2015
|
155 |
189,853 |
GM, CVS, AAL, LTC
|
13F-HR
|
1/14/2016 |
000142658816000009 |
|
Q3 2015
|
177 |
206,157 |
GM, CVS, LTC, AYR
|
13F-HR
|
11/20/2015 |
000142658815000008 |
|
Q2 2015
|
180 |
242,745 |
CVS, GM, AYR, LTC
|
13F-HR
|
7/17/2015 |
000142658815000007 |
|
Q1 2015
|
178 |
254,650 |
GM, CVS, LTC, AYR
|
13F-HR
|
4/20/2015 |
000142658815000004 |
|
Q4 2014
|
179 |
259,384 |
GM, CVS, LTC, VZ
|
13F-HR
|
1/15/2015 |
000142658815000001 |
|
Q3 2014
|
189 |
249,692 |
GM, CVS, VZ, PSEC
|
13F-HR
|
10/9/2014 |
000142658814000006 |
|
Q2 2014
|
193 |
237,897 |
CVS, CORNERSTONE BANCSHA PFD PFD CO, LTC, VZ
|
RESTATEMENT
|
7/16/2014 |
000142658814000005 |
|
Q1 2014
|
196 |
222,989 |
CVS, CORNERSTONE BANCSHA PFD PFD CO, VZ, UNP
|
13F-HR
|
4/9/2014 |
000142658814000002 |
|
Q4 2013
|
191 |
214,584 |
CVS, CORNERSTONE BANCSHA PFD PFD CO, CNR.TO, UNP
|
13F-HR
|
1/23/2014 |
000142658814000001 |