|
Q1 2026
|
113 |
332,583 |
SPYI, QQQI, NEOS ETF TRUST, NVDA
|
13F-HR
|
5/5/2026 |
000175496026000350 |
|
Q4 2025
|
115 |
328,036 |
SPYI, QQQI, NVDA, AMZN
|
13F-HR
|
2/4/2026 |
000175496026000154 |
|
Q3 2025
|
112 |
327,022 |
NEOS ETF TRUST, SPYI, MSTR, NVDA
|
13F-HR
|
10/23/2025 |
000175496025000707 |
|
Q2 2025
|
107 |
298,102 |
JEPQ, NEOS ETF TRUST, MSTR, JEPI
|
13F-HR
|
7/22/2025 |
000175496025000462 |
|
Q1 2025
|
116 |
257,690 |
JEPQ, JEPI, MSTR, AMZN
|
13F-HR
|
4/14/2025 |
000175496025000191 |
|
Q4 2024
|
110 |
249,918 |
JEPQ, JEPI, MSTR, AMZN
|
13F-HR
|
1/29/2025 |
000175496025000079 |
|
Q3 2024
|
106 |
231,936 |
JEPQ, JEPI, NVDA, AMZN
|
13F-HR
|
10/9/2024 |
000175496024000480 |
|
Q2 2024
|
103 |
225,796 |
JEPQ, JEPI, NVDA, AMZN
|
13F-HR
|
7/10/2024 |
000175496024000230 |
|
Q1 2024
|
96 |
216,572 |
JEPI, JEPQ, AMZN, NVDA
|
13F-HR
|
4/9/2024 |
000175496024000113 |
|
Q4 2023
|
93 |
188,901 |
JEPI, JEPQ, AMZN, SCHD
|
13F-HR
|
2/13/2024 |
000175496024000081 |
|
Q3 2023
|
85 |
177,032 |
JEPQ, JEPI, AMZN, SCHD
|
13F-HR
|
10/10/2023 |
000175496023000259 |
|
Q2 2023
|
87 |
195,457 |
JEPQ, JEPI, AMZN, AAPL
|
13F-HR
|
7/6/2023 |
000175496023000175 |
|
Q1 2023
|
89 |
188,942 |
JEPQ, AMZN, JEPI, AAPL
|
13F-HR
|
4/21/2023 |
000175496023000117 |
|
Q4 2022
|
395 |
189,635 |
AMZN, JEPQ, JEPI, CVX
|
13F-HR
|
1/10/2023 |
000175496023000007 |
|
Q3 2022
|
97 |
165,516 |
AMZN, AAPL, CVX, TSLA
|
13F-HR
|
10/13/2022 |
000175496022000245 |
|
Q2 2022
|
99 |
182,251 |
AMZN, AAPL, MSFT, CVX
|
13F-HR
|
8/4/2022 |
000175496022000213 |
|
Q1 2022
|
121 |
221,801 |
AMZN, NVDA, AAPL, CVX
|
13F-HR
|
4/28/2022 |
000175496022000114 |
|
Q4 2021
|
111 |
213,427 |
AMZN, NVDA, AAPL, CVX
|
13F-HR
|
1/14/2022 |
000175496022000019 |
|
Q3 2021
|
109 |
184,806 |
AMZN, CVX, AAPL, NVDA
|
13F-HR
|
10/14/2021 |
000175496021000191 |
|
Q2 2021
|
137 |
191,384 |
AMZN, AAPL, CVX, MSFT
|
13F-HR
|
7/14/2021 |
000175496021000110 |
|
Q1 2021
|
132 |
171,011 |
AMZN, CVX, AAPL, MSFT
|
13F-HR
|
4/30/2021 |
000175496021000069 |
|
Q4 2020
|
128 |
155,379 |
AMZN, AAPL, MSFT, CVX
|
13F-HR
|
1/12/2021 |
000175496021000008 |
|
Q3 2020
|
112 |
134,536 |
AMZN, AAPL, MSFT, RETA
|
13F-HR
|
10/8/2020 |
000175496020000062 |
|
Q2 2020
|
98 |
112,272 |
AMZN, RETA, TQQQ, SCHG
|
13F-HR
|
7/14/2020 |
000175496020000044 |
|
Q4 2019
|
111 |
99,667 |
RETA, AMZN, T, SCHX
|
13F-HR
|
2/25/2020 |
000108514620000965 |