|
Q1 2025
|
212 |
301,578 |
GNTX, DIVO, AAPL, PDEC
|
13F-HR
|
5/9/2025 |
000176538025000207 |
|
Q4 2024
|
228 |
331,230 |
GNTX, DIVO, Tommys Express Holdings Inc, AAPL
|
13F-HR
|
2/5/2025 |
000176538025000047 |
|
Q3 2024
|
191 |
331,329 |
GNTX, DIVO, MSFT, AAPL
|
13F-HR
|
10/23/2024 |
000176538024000396 |
|
Q2 2024
|
179 |
314,339 |
GNTX, DIVO, AAPL, MSFT
|
13F-HR
|
8/5/2024 |
000176538024000275 |
|
Q1 2024
|
176 |
307,672 |
GNTX, DIVO, JEPQ, CGGO
|
13F-HR
|
5/14/2024 |
000176538024000229 |
|
Q4 2023
|
154 |
263,895 |
GNTX, DIVO, AAPL, JEPQ
|
13F-HR
|
2/13/2024 |
000176538024000136 |
|
Q3 2023
|
151 |
187,076 |
DIVO, AAPL, JEPQ, PAUG
|
13F-HR
|
11/13/2023 |
000176538023000245 |
|
Q2 2023
|
249 |
250,202 |
DIVO, AAPL, JEPQ, PMAY
|
13F-HR
|
8/15/2023 |
000176538023000182 |
|
Q1 2023
|
156 |
176,105 |
DIVO, JEPQ, PACER FDS TR, PDEC
|
13F-HR
|
4/21/2023 |
000195175723000205 |
|
Q4 2022
|
123 |
137,365 |
DIVO, PDEC, PACER FDS TRUST METAURUS US LARGE CAP, JEPQ
|
13F-HR
|
2/13/2023 |
000190987923000001 |
|
Q3 2022
|
111 |
114,794 |
DIVO, PACER FDS TRUST METAURUS US LARGE CAP, QQQM, VYM
|
13F-HR
|
11/14/2022 |
000190987922000004 |
|
Q2 2022
|
115 |
116,439 |
DIVO, PACER FDS TRUST METAURUS US LARGE CAP, QQQM, VYM
|
13F-HR
|
8/15/2022 |
000190987922000003 |
|
Q1 2022
|
130 |
148,089 |
DIVO, VTI, LMBS, QQQM
|
13F-HR
|
5/13/2022 |
000190987922000002 |
|
Q4 2021
|
125 |
134,220 |
VTI, QQQM, DIVO, AAPL
|
13F-HR
|
2/14/2022 |
000190987922000001 |