Notify me when USCA RIA LLC files a new 13F portfolio report.
⭐ Subscribe ⭐| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Filing Time |
|---|---|---|---|---|---|---|---|---|
| Q2 2021 | 570 | $1,648,242,000 | +$120,958,124 | -$88,849,143 | +$32,108,981 | AAPL, MSFT, EPD, QQQ, GOOG | 13F-HR | 28 Jul 2021, 11:45 |
| Q1 2021 | 525 | $1,521,137,000 | +$367,178,540 | -$347,601,557 | +$19,576,983 | AAPL, MSFT, EPD, CSCO, QQQ | 13F-HR | 27 Apr 2021, 12:35 |
| Q4 2020 | 488 | $1,424,471,000 | +$174,061,701 | -$164,756,337 | +$9,305,364 | SPY, QQQ, AGG, AAPL, VTI | 13F-HR | 27 Jan 2021, 13:55 |
| Q3 2020 | 464 | $1,275,658,000 | +$207,629,796 | -$94,750,127 | +$112,879,669 | QQQ, SPY, AGG, AAPL, MSFT | 13F-HR | 27 Oct 2020, 12:57 |
| Q2 2020 | 451 | $1,130,366,000 | +$244,750,911 | -$602,737,634 | -$357,986,723 | QQQ, SPY, AGG, MSFT, AAPL | 13F-HR | 13 Aug 2020, 15:19 |
| Q1 2020 | 410 | $862,221,000 | $0 | $0 | $0 | SPY, AGG, MSFT, AAPL, CSCO | New Holdings | 22 Apr 2020, 15:35 |
| Q1 2020 | 551 | $1,598,644,000 | $0 | $0 | $0 | MSFT, AAPL, AMZN, META, GOOG | New Holdings | 22 Apr 2020, 13:28 |
| Q1 2020 | 804 | $1,326,789,000 | +$637,825,438 | -$177,373,226 | +$460,452,212 | SPY, AGG, MSFT, AAPL, CSCO | 13F-HR | 13 Apr 2020, 17:15 |
| Q4 2019 | 466 | $1,116,216,000 | +$151,187,384 | -$112,881,406 | +$38,305,978 | AGG, MSFT, AAPL, T, EPD | 13F-HR | 24 Jan 2020, 18:48 |
| Q3 2019 | 453 | $1,017,246,000 | +$96,693,857 | -$73,854,702 | +$22,839,155 | AGG, MSFT, T, EPD, AAPL | Restatement | 07 Nov 2019, 12:23 |
| Q2 2019 | 449 | $985,129,000 | +$148,899,903 | -$102,865,927 | +$46,033,976 | AGG, MSFT, EPD, T, PFE | Restatement | 14 Aug 2019, 08:09 |
| Q1 2019 | 428 | $919,190,000 | +$193,077,477 | -$106,648,028 | +$86,429,449 | AGG, MSFT, EPD, PFE, T | Restatement | 14 Aug 2019, 08:03 |
| Q4 2018 | 418 | $751,625,000 | +$71,490,838 | -$186,284,069 | -$114,793,231 | AGG, MSFT, T, EPD, PFE | 13F-HR | 11 Feb 2019, 19:57 |
| Q3 2018 | 470 | $981,860,000 | +$130,433,144 | -$126,868,229 | +$3,564,915 | AGG, MSFT, T, EPD, SPY | 13F-HR | 02 Nov 2018, 14:53 |
| Q2 2018 | 449 | $930,871,000 | +$138,069,917 | -$130,109,533 | +$7,960,384 | AGG, PFE, MSFT, SPY, T | 13F-HR | 07 Aug 2018, 20:40 |
| Q1 2018 | 436 | $907,809,000 | +$148,414,730 | -$120,990,164 | +$27,424,566 | AGG, MSFT, LQD, SPY, CSCO | 13F-HR | 08 May 2018, 21:29 |
| Q4 2017 | 427 | $906,034,000 | +$206,904,746 | -$125,266,386 | +$81,638,360 | AGG, LQD, MAIN, CSCO, MSFT | 13F-HR | 08 Feb 2018, 20:48 |
| Q3 2017 | 405 | $751,670,000 | $0 | -$7,755,000 | -$7,755,000 | AGG, MAIN, EPD, MSFT, SPY | 13F-HR | 06 Nov 2017, 20:31 |
| Q2 2017 | 411 | $780,680,000 | +$164,085,882 | -$74,290,733 | +$89,795,149 | AGG, MAIN, EPD, MSFT, SPY | 13F-HR | 07 Aug 2017, 16:30 |
| Q1 2017 | 395 | $681,881,000 | +$103,085,165 | -$88,616,609 | +$14,468,556 | AGG, EPD, SPY, MSFT, CSCO | 13F-HR | 01 May 2017, 15:07 |
| Q4 2016 | 376 | $649,698,000 | +$114,987,014 | -$81,511,477 | +$33,475,537 | IGSB, AGG, EPD, SPY, MSFT | 13F-HR | 08 Feb 2017, 20:14 |
| Q3 2016 | 374 | $603,630,000 | +$105,800,381 | -$110,280,914 | -$4,480,533 | IGSB, AGG, EPD, SPY, MSFT | 13F-HR | 15 Nov 2016, 06:47 |
| Q2 2016 | 364 | $595,177,000 | +$88,656,610 | -$59,783,476 | +$28,873,134 | AGG, TLT, TLH, EPD, XOM | 13F-HR | 12 Aug 2016, 20:07 |
| Q1 2016 | 353 | $551,314,000 | +$176,864,144 | -$97,062,996 | +$79,801,148 | AGG, TLT, TLH, EPD, MSFT | Restatement | 20 May 2016, 18:08 |
| Q4 2015 | 366 | $462,881,000 | +$90,848,847 | -$40,582,100 | +$50,266,747 | EPD, AGG, MSFT, MO, PFE | 13F-HR | 05 Feb 2016, 20:56 |
| Q3 2015 | 356 | $398,374,000 | +$101,952,756 | -$42,974,901 | +$58,977,855 | EPD, MSFT, GE, MO, CSCO | 13F-HR | 12 Nov 2015, 21:50 |
| Q2 2015 | 342 | $377,185,000 | +$53,626,782 | -$42,141,142 | +$11,485,640 | EPD, SPY, LQD, GE, MO | Restatement | 17 Sep 2015, 09:43 |
| Q1 2015 | 333 | $373,104,000 | +$68,949,716 | -$53,186,142 | +$15,763,574 | EPD, LQD, SPY, PFE, GE | Restatement | 17 Sep 2015, 09:40 |
| Q4 2014 | 326 | $362,062,000 | +$77,024,727 | -$41,141,026 | +$35,883,701 | EPD, LQD, SPY, IWS, XOM | 13F-HR | 10 Feb 2015, 20:33 |
| Q3 2014 | 325 | $328,151,000 | +$72,404,756 | -$26,530,010 | +$45,874,746 | EPD, MAIN, PAA, GE, XOM | 13F-HR | 14 Nov 2014, 07:13 |
| Q2 2014 | 291 | $298,235,000 | +$42,796,357 | -$33,763,670 | +$9,032,687 | EPD, MAIN, XOM, GTE, MSFT | 13F-HR | 27 Aug 2014, 20:44 |
| Q1 2014 | 270 | $278,383,000 | +$41,358,480 | -$17,831,492 | +$23,526,988 | EPD, MAIN, XOM, GTE, MSFT | 13F-HR | 12 May 2014, 13:18 |
| Q4 2013 | 254 | $250,551,000 | $0 | $0 | $0 | EPD, MAIN, XOM, MO, GTE | 13F-HR | 05 Feb 2014, 11:43 |