|
Q3 2024
|
51 |
290,664 |
IVV, MSFT, AAPL, QQQ
|
13F-HR
|
10/23/2024 |
000159939024000003 |
|
Q2 2024
|
131 |
272,725 |
IVV, MSFT, NVO, LLY
|
13F-HR
|
8/19/2024 |
000159939024000002 |
|
Q4 2023
|
127 |
223,253 |
IVV, MSFT, QQQ, AMZN
|
13F-HR
|
1/4/2024 |
000159939024000001 |
|
Q3 2023
|
141 |
183,924 |
IVV, GOOGL, MSFT, QQQ
|
13F-HR
|
10/19/2023 |
000159939023000004 |
|
Q2 2023
|
143 |
217,256 |
IVV, QQQ, NVDA, AAPL
|
13F-HR
|
8/14/2023 |
000159939023000003 |
|
Q1 2023
|
110 |
175,085 |
IVV, IJH, AMD, QQQ
|
13F-HR
|
5/16/2023 |
000159939023000002 |
|
Q4 2022
|
123 |
154,424 |
IVV, IJH, IJR, AAPL
|
13F-HR
|
1/31/2023 |
000159939023000001 |
|
Q3 2022
|
156 |
139,826 |
IVV, QQQ, AAPL, MSFT
|
13F-HR
|
11/9/2022 |
000159939022000004 |
|
Q1 2022
|
151 |
201,702 |
IVV, AAPL, MSFT, NVDA
|
13F-HR
|
4/26/2022 |
000159939022000002 |
|
Q4 2021
|
142 |
230,550 |
IVV, AAPL, MSFT, IWM calls
|
13F-HR
|
2/17/2022 |
000159939022000001 |
|
Q2 2021
|
136 |
230,975 |
IJR, IWM calls, IJH, NTRA
|
13F-HR
|
7/22/2021 |
000159939021000003 |
|
Q1 2021
|
105 |
200,749 |
IWN, IJR, IWM calls, IJH
|
13F-HR
|
5/5/2021 |
000159939021000002 |
|
Q4 2020
|
109 |
197,520 |
IWM calls, NTRA, IJR, AMZN
|
13F-HR
|
1/20/2021 |
000159939021000001 |
|
Q3 2020
|
116 |
112,667 |
AMZN, NTRA, AAPL, IJH
|
13F-HR
|
10/2/2020 |
000159939020000003 |
|
Q2 2020
|
115 |
125,386 |
AAPL, MSFT, AMZN, IJH
|
13F-HR
|
8/17/2020 |
000159939020000002 |
|
Q4 2019
|
124 |
122,278 |
IVV, IWF, AAPL, IWP
|
13F-HR
|
1/9/2020 |
000159939020000001 |
|
Q3 2019
|
122 |
108,485 |
IVV, IWF, IWP, AAPL
|
13F-HR
|
11/20/2019 |
000159939019000004 |
|
Q2 2019
|
115 |
103,215 |
QQQ, IWF, IVV, IWP
|
13F-HR
|
7/29/2019 |
000159939019000003 |
|
Q1 2019
|
106 |
100,209 |
IVV, IWF, MSFT, INTU
|
13F-HR
|
4/29/2019 |
000159939019000002 |
|
Q4 2018
|
101 |
47,460 |
HRL, ELV, VIG, UNH
|
13F-HR
|
2/19/2019 |
000159939019000001 |
|
Q3 2018
|
99 |
147,903 |
INTU, ZBRA, AAPL, IVV
|
13F-HR
|
10/19/2018 |
000159939018000004 |
|
Q2 2018
|
104 |
120,691 |
IVV, IWF, ISRG, AMZN
|
13F-HR
|
8/20/2018 |
000159939018000003 |
|
Q1 2018
|
85 |
107,799 |
IVV, IWF, VIG, ISRG
|
13F-HR
|
4/27/2018 |
000159939018000002 |
|
Q4 2017
|
102 |
118,227 |
IVV, IWF, VIG, UNH
|
13F-HR
|
1/17/2018 |
000159939018000001 |
|
Q3 2017
|
101 |
127,194 |
IWF, IVV, AAOI calls, VIG
|
13F-HR
|
11/14/2017 |
000159939017000004 |
|
Q2 2017
|
100 |
135,305 |
IVV, CALL (IDXX) IDEXXLABS CORP OCT calls, AAOI calls, FEZ
|
13F-HR
|
8/21/2017 |
000159939017000003 |
|
Q1 2017
|
31 |
79,266 |
IJH, IWF, IVV, AAOI
|
13F-HR
|
5/16/2017 |
000159939017000002 |
|
Q4 2016
|
14 |
73,831 |
IJH, IJR, IVV, CVX
|
13F-HR
|
2/21/2017 |
000159939017000001 |
|
Q3 2016
|
36 |
95,219 |
MPWR, ACAD, BOK FINL CORP SUB NTS 5.37500%, IGT
|
13F-HR
|
11/9/2016 |
000159939016000009 |
|
Q2 2016
|
26 |
107,708 |
BPL, ACAD, T, BOK FINL CORP SUB NTS 5.37500%
|
13F-HR
|
8/17/2016 |
000159939016000008 |
|
Q1 2016
|
33 |
111,716 |
T, HRL, BPL, ACAD
|
13F-HR
|
5/6/2016 |
000159939016000007 |
|
Q4 2015
|
23 |
98,340 |
HRL, RAI, META, DLR
|
13F-HR
|
2/12/2016 |
000159939016000006 |
|
Q3 2015
|
1 |
8,489 |
RAI
|
13F-HR
|
11/2/2015 |
000159939015000005 |
|
Q2 2015
|
22 |
94,866 |
ANAC, HCA, ABBV, CNC
|
13F-HR
|
7/29/2015 |
000159939015000004 |
|
Q1 2015
|
20 |
61,948 |
PCYC, MTH, HNT, ANAC
|
13F-HR
|
4/30/2015 |
000159939015000003 |
|
Q4 2014
|
30 |
140,338 |
IVV, PCYC, IONS, MO
|
13F-HR
|
1/2/2015 |
000159939015000001 |
|
Q3 2014
|
30 |
124,660 |
PCYC, MO, GILD, AAPL
|
13F-HR
|
10/31/2014 |
000159939014000005 |
|
Q2 2014
|
45 |
131,556 |
RAI, MO, COP, SLB
|
13F-HR
|
7/25/2014 |
000159939014000004 |
|
Q1 2014
|
36 |
110,024 |
PCYC, ACAD, INCY, IONS
|
13F-HR
|
4/14/2014 |
000159939014000003 |
|
Q4 2013
|
40 |
155,018 |
PCYC, ACAD, IONS, NFLX
|
13F-HR
|
2/13/2014 |
000159939014000002 |