|
Q1 2025
|
107 |
245,957 |
VMO, VGM, BFK, VKQ
|
13F-HR
|
5/13/2025 |
000121390025042488 |
|
Q4 2024
|
110 |
247,738 |
VMO, VGM, NAD, BFK
|
13F-HR
|
1/31/2025 |
000121390025008707 |
|
Q3 2024
|
226 |
290,393 |
NAD, NZF, NVG, NEA
|
13F-HR
|
11/7/2024 |
000095012324010510 |
|
Q2 2024
|
206 |
277,235 |
NVG, NAD, NZF, NEA
|
13F-HR
|
8/14/2024 |
000095012324008723 |
|
Q1 2024
|
174 |
277,439 |
NZF, NVG, NAD, NEA
|
13F-HR
|
5/14/2024 |
000095012324005007 |
|
Q4 2023
|
225 |
280,800 |
NZF, NAD, NVG, NEA
|
13F-HR
|
2/8/2024 |
000095012324001140 |
|
Q3 2023
|
250 |
224,403 |
NVG, NZF, NAD, NEA
|
13F-HR
|
11/13/2023 |
000095012323010173 |
|
Q2 2023
|
258 |
225,363 |
NVG, NAD, NEA, MMU
|
13F-HR
|
8/9/2023 |
000095012323007004 |
|
Q1 2023
|
300 |
213,320 |
NVG, NAD, NEA, MMU
|
13F-HR
|
5/10/2023 |
000095012323004241 |
|
Q4 2022
|
345 |
196,037 |
MMU, NVG, BFK, NAD
|
13F-HR
|
2/14/2023 |
000095012323002470 |
|
Q3 2022
|
350 |
125,927 |
MMU, BFK, MVF, MUB
|
13F-HR
|
11/8/2022 |
000095012322011120 |
|
Q2 2022
|
337 |
134,257 |
MUB, MMU, NUVEEN HIGH YLD MUNI BND-I, BLE
|
13F-HR
|
8/4/2022 |
000095012322007722 |
|
Q1 2022
|
274 |
145,692 |
MMU, INVESCO ROCHESTER NY MUNPL-Y, NUVEEN HIGH YLD MUNI BND-I, INVESCO RCH MUNI OPP-Y
|
13F-HR
|
5/16/2022 |
000095012322006574 |
|
Q4 2021
|
235 |
160,725 |
NUVEEN ALL AMERICAN MUNI-I, VANGUARD H/Y TAX EXMPT-INV, INVESCO ROCHESTER NY MUNPL-Y, PIMCO MUNICIPAL BOND-INST
|
13F-HR
|
2/8/2022 |
000095012322001232 |
|
Q3 2021
|
167 |
111,852 |
MMU, HYD, HYMB, NXJ
|
13F-HR
|
11/9/2021 |
000095012321014323 |
|
Q2 2021
|
171 |
184,057 |
MMU, HYD, NUVEEN HIGH YLD MUNI BND-I, MHD
|
13F-HR
|
8/13/2021 |
000095012321010762 |
|
Q1 2021
|
111 |
186,869 |
MMU, MYD, MUB, HYD
|
13F-HR
|
4/29/2021 |
000095012321005067 |
|
Q4 2020
|
96 |
178,420 |
MMU, MYD, MVF, DSM
|
13F-HR
|
1/28/2021 |
000095012321000682 |
|
Q3 2020
|
73 |
174,514 |
NVG, MMU, NZF, MYD
|
13F-HR
|
10/20/2020 |
000095012320010324 |
|
Q2 2020
|
96 |
276,323 |
NVG, MVF, MMU, NZF
|
13F-HR
|
7/22/2020 |
000095012320007100 |
|
Q1 2020
|
95 |
204,672 |
MVF, NMZ, NVG, MFL
|
13F-HR
|
4/14/2020 |
000095012320003336 |
|
Q4 2019
|
99 |
282,459 |
MVF, MYI, NAD, KTF
|
13F-HR
|
2/6/2020 |
000091384920000050 |
|
Q3 2019
|
93 |
301,920 |
NAD, MYI, EVN, MVF
|
13F-HR
|
10/7/2019 |
000091384919000379 |
|
Q2 2019
|
94 |
302,528 |
NAD, MYI, EVN, NEA
|
13F-HR
|
7/23/2019 |
000091384919000331 |
|
Q1 2019
|
98 |
320,735 |
NMZ, NAD, EVN, MYI
|
13F-HR
|
4/2/2019 |
000091384919000241 |
|
Q4 2018
|
95 |
274,229 |
NAD, MYI, NVG, NEA
|
13F-HR
|
1/10/2019 |
000091384919000011 |
|
Q3 2018
|
106 |
333,899 |
NAD, MYI, LEO, KTF
|
13F-HR
|
11/14/2018 |
000091384918000402 |
|
Q2 2018
|
100 |
344,548 |
MYI, NAD, EIM, KTF
|
13F-HR
|
8/2/2018 |
000091384918000340 |
|
Q1 2018
|
96 |
323,229 |
NAD, MYI, NEA, KTF
|
13F-HR
|
5/15/2018 |
000091384918000276 |
|
Q4 2017
|
79 |
207,842 |
NEA, NAD, EVN, IQI
|
13F-HR
|
2/14/2018 |
000091384918000111 |
|
Q3 2017
|
90 |
222,994 |
NEA, NAD, IIM, EVN
|
13F-HR
|
11/14/2017 |
000091384917000338 |
|
Q2 2017
|
103 |
229,221 |
NEA, NAD, IIM, VKI
|
13F-HR
|
8/14/2017 |
000091384917000278 |
|
Q1 2017
|
111 |
217,855 |
NEA, NAD, IIM, MHI
|
13F-HR
|
5/15/2017 |
000091384917000201 |
|
Q4 2016
|
97 |
184,217 |
NEA, NAD, EVN, NZF
|
13F-HR
|
2/14/2017 |
000091384917000069 |
|
Q3 2016
|
105 |
199,227 |
NEA, NAD, NZF, NVG
|
13F-HR
|
11/14/2016 |
000091384916000664 |
|
Q2 2016
|
112 |
172,794 |
NZF, NVG, EVN, EIM
|
13F-HR
|
8/15/2016 |
000091384916000607 |
|
Q1 2016
|
101 |
132,148 |
MAV, VKQ, EVN, PMX
|
13F-HR
|
5/16/2016 |
000091384916000539 |
|
Q4 2015
|
94 |
108,217 |
NIO, BKN, NQU, AFB
|
13F-HR
|
2/16/2016 |
000091384916000434 |
|
Q3 2014
|
51 |
59,108 |
JQC, PPR, AWP, GLO
|
13F-HR
|
11/14/2014 |
000091384914000349 |
|
Q2 2014
|
55 |
64,630 |
JQC, PPR, AWP, NIE
|
13F-HR
|
8/14/2014 |
000091384914000291 |
|
Q1 2014
|
61 |
67,226 |
JQC, CSQ, VTA, AOD
|
13F-HR
|
5/15/2014 |
000091384914000172 |
|
Q4 2013
|
60 |
113,263 |
XLP puts, NHF, VTA, BTZ
|
13F-HR
|
2/14/2014 |
000091384914000051 |