|
Q3 2024
|
223 |
519,117 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
11/12/2024 |
000195175724001199 |
|
Q2 2024
|
207 |
452,156 |
AAPL, MSFT, GOOGL, SCHD
|
13F-HR
|
8/9/2024 |
000195175724000714 |
|
Q1 2024
|
200 |
441,384 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
5/10/2024 |
000195175724000461 |
|
Q4 2023
|
191 |
423,314 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
1/22/2024 |
000195175724000095 |
|
Q3 2023
|
184 |
386,962 |
AAPL, MSFT, GOOGL, SHY
|
13F-HR
|
10/25/2023 |
000195175723000622 |
|
Q2 2023
|
175 |
387,295 |
AAPL, MSFT, GOOGL, SHY
|
13F-HR
|
7/26/2023 |
000195175723000429 |
|
Q1 2023
|
175 |
362,800 |
AAPL, MSFT, GOOGL, SHY
|
13F-HR
|
4/20/2023 |
000195175723000200 |
|
Q4 2022
|
175 |
341,992 |
AAPL, MSFT, SHY, GOOGL
|
13F-HR
|
1/26/2023 |
000195175723000069 |
|
Q3 2022
|
167 |
295,132 |
AAPL, MSFT, SHY, GOOGL
|
13F-HR
|
10/17/2022 |
000167395422000005 |
|
Q2 2022
|
142 |
247,320 |
AAPL, MSFT, GOOGL, JNJ
|
13F-HR
|
7/11/2022 |
000167395422000004 |
|
Q1 2022
|
156 |
284,843 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
4/14/2022 |
000167395422000003 |
|
Q4 2021
|
168 |
330,750 |
AAPL, MSFT, GOOGL, AMZN
|
RESTATEMENT
|
1/20/2022 |
000167395422000002 |
|
Q3 2021
|
166 |
299,988 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
10/14/2021 |
000167395421000005 |
|
Q2 2021
|
163 |
306,728 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
7/26/2021 |
000167395421000004 |
|
Q1 2021
|
155 |
274,839 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
4/19/2021 |
000167395421000002 |
|
Q4 2020
|
149 |
255,812 |
AAPL, MSFT, AMZN, GOOGL
|
13F-HR
|
1/19/2021 |
000167395421000001 |
|
Q3 2020
|
134 |
219,709 |
AAPL, MSFT, AMZN, GOOGL
|
13F-HR
|
10/22/2020 |
000167395420000004 |
|
Q2 2020
|
134 |
201,345 |
AAPL, MSFT, AMZN, GOOGL
|
13F-HR
|
7/24/2020 |
000167395420000003 |
|
Q1 2020
|
126 |
172,775 |
AAPL, MSFT, GOOGL, AMZN
|
13F-HR
|
4/16/2020 |
000167395420000002 |
|
Q4 2019
|
149 |
382,770 |
Apple Inc Call Opt 01/20 185.0 01/17/2020 calls, Advanced Micro Devices Inc Call Opt 04/20 34.0 04/17/2020 calls, Applied Materials Inc Call Opt 01/20 50.0 01/17/2020 calls, Intel Corp Call Opt 01/20 55.0 01/17/2020 calls
|
13F-HR
|
1/17/2020 |
000167395420000001 |
|
Q3 2019
|
142 |
190,166 |
AAPL, MSFT, GOOGL, JPM
|
13F-HR
|
10/9/2019 |
000167395419000004 |
|
Q2 2019
|
662 |
279,174 |
Apple Inc Call Opt 01/20 185.0 01/17/2020 calls, Merck & Co Inc Call Opt 01/20 70.0 01/17/2020 calls, Advanced Micro Devices Inc Call Opt 07/19 25.0 07/19/2019 calls, MSFT
|
13F-HR
|
7/15/2019 |
000167395419000003 |
|
Q1 2019
|
632 |
266,455 |
Apple Inc Call Opt 01/20 185.0 01/17/2020 calls, Merck & Co Inc Call Opt 01/20 70.0 01/17/2020 calls, Intel Corp Call Opt 01/20 55.0 01/17/2020 calls, AAPL
|
13F-HR
|
5/14/2019 |
000167395419000002 |
|
Q4 2018
|
603 |
163,415 |
AAPL, MSFT, JNJ, GOOGL
|
13F-HR
|
2/14/2019 |
000167395419000001 |
|
Q3 2018
|
615 |
188,144 |
AAPL, MSFT, GOOGL, JNJ
|
13F-HR
|
11/14/2018 |
000167395418000005 |
|
Q2 2018
|
618 |
179,531 |
AAPL, MSFT, GOOGL, JNJ
|
13F-HR
|
8/14/2018 |
000167395418000004 |
|
Q1 2018
|
627 |
174,283 |
AAPL, MSFT, JNJ, GOOGL
|
13F-HR
|
5/11/2018 |
000167395418000002 |
|
Q4 2017
|
641 |
180,805 |
AAPL, MSFT, JNJ, GOOGL
|
13F-HR
|
2/20/2018 |
000167395418000001 |
|
Q3 2017
|
638 |
174,529 |
AAPL, MSFT, JNJ, GOOGL
|
13F-HR
|
11/13/2017 |
000167395417000004 |
|
Q2 2017
|
668 |
163,800 |
AAPL, MSFT, JNJ, GOOGL
|
13F-HR
|
8/14/2017 |
000167395417000003 |
|
Q1 2017
|
661 |
152,224 |
AAPL, MSFT, JNJ, GOOGL
|
13F-HR
|
5/15/2017 |
000167395417000002 |
|
Q4 2016
|
672 |
137,701 |
AAPL, MSFT, JNJ, GOOGL
|
13F-HR
|
2/3/2017 |
000167395417000001 |
|
Q3 2016
|
648 |
137,267 |
AAPL, MSFT, JNJ, GOOGL
|
RESTATEMENT
|
12/20/2016 |
000167395416000007 |
|
Q2 2016
|
780 |
142,711 |
AAPL, MSFT, JNJ, XOM
|
13F-HR
|
8/15/2016 |
000167395416000004 |
|
Q1 2016
|
86 |
1,137,480 |
United States Dollar Currency, At&t Inc, Morgan Stanley, Becton Dickinson & Co
|
13F-HR
|
6/27/2016 |
000167395416000001 |