|
Q1 2025
|
3 |
119,182 |
THE CIGNA GROUP, CI, JPM
|
13F-HR
|
5/15/2025 |
000159459125000003 |
|
Q4 2024
|
8 |
275,685 |
CI, VISA INC, BK, JPM
|
13F-HR
|
2/14/2025 |
000159459125000001 |
|
Q3 2024
|
11 |
228,522 |
V, BK, SPDR S&P 500 ETF TR, VISA INC
|
13F-HR
|
11/14/2024 |
000159459124000004 |
|
Q2 2024
|
9 |
166,596 |
STT, BK, JPM, CHKP
|
13F-HR
|
8/12/2024 |
000159459124000003 |
|
Q1 2024
|
9 |
120,266 |
BK, JPM, STATE STR CORP, CHKP
|
13F-HR
|
5/16/2024 |
000159459124000002 |
|
Q4 2023
|
15 |
149,982 |
CHKP, BK, JPMORGAN CHASE & CO, JPM
|
13F-HR
|
2/14/2024 |
000159459124000001 |
|
Q3 2023
|
12 |
151,626 |
CHKP, BK, ATVI, HZNP
|
13F-HR
|
11/15/2023 |
000159459123000008 |
|
Q2 2023
|
5 |
124,476 |
CHKP, BK, SU.TO
|
13F-HR
|
8/14/2023 |
000159459123000006 |
|
Q1 2023
|
4 |
1,175 |
CHKP, BK
|
13F-HR
|
5/15/2023 |
000159459123000005 |
|
Q4 2022
|
6 |
128,738 |
CHKP, BK, CHTR, LBRDA
|
13F-HR
|
2/14/2023 |
000159459123000004 |
|
Q1 2020
|
3 |
24,739 |
CHKP, WMB
|
13F-HR
|
5/13/2020 |
000159459120000003 |
|
Q4 2019
|
7 |
110,157 |
CHKP, WMB, ET, JPM
|
13F-HR
|
2/12/2020 |
000159459120000001 |
|
Q4 2018
|
14 |
87,124 |
WMB, ET, JPM, AAPL
|
13F-HR
|
2/13/2019 |
000159459119000001 |
|
Q3 2018
|
10 |
95,927 |
WMB, AABA, FCE.A, GOOGL
|
13F-HR
|
11/14/2018 |
000159459118000004 |
|
Q2 2018
|
8 |
97,781 |
BWP, AABA, WMB, CELG
|
13F-HR
|
8/7/2018 |
000159459118000003 |
|
Q1 2018
|
9 |
105,792 |
BWP, AABA, TWX, ISHARES TR
|
13F-HR
|
5/15/2018 |
000159459118000002 |
|
Q4 2017
|
11 |
112,061 |
SPDR S&P 500 ETF TR, BWP, AABA, ISHARES TR
|
13F-HR
|
2/14/2018 |
000159459118000001 |
|
Q3 2017
|
7 |
68,275 |
AABA, ISHARES TR, BWP, CYBR
|
13F-HR
|
11/14/2017 |
000159459117000004 |
|
Q2 2017
|
4 |
47,632 |
AABA, NYRT, TRIP, COST
|
13F-HR
|
8/14/2017 |
000159459117000003 |
|
Q1 2017
|
8 |
82,177 |
AET, NYRT, AABA, WWAV
|
13F-HR
|
5/15/2017 |
000159459117000002 |
|
Q4 2016
|
6 |
77,692 |
CHKP, V, TLT, GILD
|
13F-HR
|
2/14/2017 |
000159459117000001 |
|
Q3 2016
|
4 |
64,285 |
CHKP, WFC, MON, AABA
|
13F-HR
|
11/14/2016 |
000159459116000011 |
|
Q2 2016
|
1 |
2,458 |
ALXN
|
13F-HR
|
8/15/2016 |
000159459116000010 |
|
Q1 2016
|
4 |
26,534 |
AGN, TWITTER INC, NSM, SPY
|
13F-HR
|
5/13/2016 |
000159459116000009 |
|
Q4 2015
|
14 |
188,328 |
SPDR S&P 500 ETF TR, CHKP, BMR, AABA
|
13F-HR
|
2/16/2016 |
000159459116000008 |
|
Q3 2015
|
7 |
55,784 |
CHKP, CB, SIAL, FIFTH STR SR FLOATNG RATE CO
|
13F-HR
|
11/16/2015 |
000159459115000007 |
|
Q2 2015
|
15 |
278,044 |
QCOM, DTV, QUALCOMM INC, SPDR S&P 500 ETF TR
|
13F-HR
|
8/14/2015 |
000159459115000006 |
|
Q1 2015
|
17 |
172,085 |
DTV, PHH, SPY, QCOM
|
13F-HR
|
5/14/2015 |
000159459115000004 |
|
Q4 2014
|
17 |
145,851 |
DOX, PHH, DTV, TLT puts
|
13F-HR
|
2/11/2015 |
000159459115000003 |