Marjorie Taylor Greene
Trades
406
397 buy / 9 sell
Buy Win Rate
71%
378 buy trades scored
Avg. Buy Return
+20.3%
Dollar-weighted avg
vs S&P 500
+8.8%
Same holding periods
Trading Performance
Based on 378 buys scored
Avg. Buy Return+20.3%
S&P 500 (same periods)+11.6%
Alpha vs S&P 500+8.8%
Buy Win Rate71%
Sell Timing43%
Buy / Sell Trades155 / 4
Buy/Sell Ratio38.8x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
406 trades disclosed
US Treasury Bill [GS
Type:
Buy
Date
Dec 12, 2025
IB
IBIT
iShares Bitcoin Trust ETF
Type:
Buy
Date
Nov 21, 2025
US Treasury Bill [GS
Type:
Buy
Date
Nov 13, 2025
PAYX
Paychex, Inc. - Common Stock
Type:
Buy
Date
Nov 12, 2025
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Buy
Date
Nov 12, 2025
PG
Procter & Gamble Company
Type:
Buy
Date
Nov 6, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Oct 24, 2025
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Oct 24, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Buy
Date
Oct 24, 2025
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
Oct 24, 2025
CAH
Cardinal Health, Inc. Common Stock
Type:
Buy
Date
Oct 24, 2025
CVX
Chevron Corporation Common Stock
Type:
Buy
Date
Oct 24, 2025
HD
Home Depot, Inc.
Type:
Buy
Date
Oct 24, 2025
OXY
Occidental Petroleum Corporation Common Stock
Type:
Buy
Date
Oct 24, 2025
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Oct 24, 2025
NFLX
Netflix, Inc. - Common Stock
Type:
Buy
Date
Oct 24, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Oct 24, 2025
MELI
MercadoLibre, Inc. - Common Stock
Type:
Buy
Date
Oct 24, 2025
KMI
Kinder Morgan, Inc. Common Stock
Type:
Buy
Date
Oct 24, 2025
IB
IBIT
iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF
Type:
Buy
Date
Oct 24, 2025
EXC
Exelon Corporation
Type:
Buy
Date
Oct 15, 2025
IB
IBIT
iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF
Type:
Buy
Date
Oct 9, 2025
NV
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Oct 15, 2025
XM
XMEX
Xemex Group Inc. Common stock
Type:
Buy
Date
Oct 15, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Oct 9, 2025
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
Oct 15, 2025
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Oct 15, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Oct 15, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Oct 9, 2025
IB
IBIT
iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF
Type:
Buy
Date
Oct 15, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Sep 11, 2025
IB
IBIT
iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF
Type:
Buy
Date
Sep 11, 2025
MS
Morgan Stanley Common Stock
Type:
Buy
Date
Sep 11, 2025
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Sep 11, 2025
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Sep 11, 2025
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Sep 11, 2025
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Sep 11, 2025
CRWD
CrowdStrike Holdings, Inc. - Class A Common Stock
Type:
Buy
Date
Sep 11, 2025
DL
DLR
Digital Realty Trust, Inc. Common Stock
Type:
Buy
Date
Sep 11, 2025
DUK
Duke Energy Corporation
Type:
Buy
Date
Sep 11, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Aug 28, 2025
NV
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Aug 28, 2025
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Aug 28, 2025
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Aug 28, 2025
MELI
MercadoLibre, Inc. - Common Stock
Type:
Buy
Date
Aug 28, 2025
MRK
Merck & Company, Inc. Common Stock
Type:
Buy
Date
Aug 28, 2025
MS
Morgan Stanley Common Stock
Type:
Buy
Date
Aug 28, 2025
PEP
Pepsico, Inc.
Type:
Buy
Date
Aug 28, 2025
RH
RHP
Ryman Hospitality Properties, Inc.
Type:
Buy
Date
Aug 28, 2025
SO
Southern Company
Type:
Buy
Date
Aug 28, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Aug 28, 2025
EXC
Exelon Corporation
Type:
Buy
Date
Aug 28, 2025
NV
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Aug 19, 2025
FIG
FIG
Type:
Buy
Date
Aug 6, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Aug 4, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Aug 4, 2025
NY
NYSE
FIG
Type:
Buy
Date
Aug 6, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Aug 4, 2025
PEP
Pepsico, Inc.
Type:
Buy
Date
Jul 15, 2025
PLTR
Palantir Technologies Inc. - Class A Common Stock
Type:
Buy
Date
Jul 15, 2025
SNOW
Snowflake Inc. Class A Common Stock
Type:
Buy
Date
Jun 17, 2025
TSCO
Tractor Supply Company - Common Stock
Type:
Buy
Date
Jun 17, 2025
LULU
lululemon athletica inc. - Common Stock
Type:
Sell
Date
Jun 17, 2025
GILD
Gilead Sciences, Inc. - Common Stock
Type:
Buy
Date
Jun 6, 2025
SNOW
Snowflake Inc. Class A Common Stock
Type:
Buy
Date
Jun 6, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
Jun 6, 2025
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Jun 6, 2025
NFLX
Netflix, Inc. - Common Stock
Type:
Buy
Date
Jun 6, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Jun 6, 2025
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Jun 6, 2025
NFLX
Netflix, Inc. - Common Stock
Type:
Buy
Date
May 14, 2025
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
May 14, 2025
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
May 14, 2025
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
May 14, 2025
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
May 14, 2025
CAH
Cardinal Health, Inc. Common Stock
Type:
Buy
Date
May 14, 2025
CVX
Chevron Corporation Common Stock
Type:
Buy
Date
May 14, 2025
GLW
Corning Incorporated Common Stock
Type:
Buy
Date
May 14, 2025
DG
Dollar General Corporation Common
Type:
Buy
Date
May 14, 2025
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
May 14, 2025
PI
Impinj, Inc. - Common Stock
Type:
Buy
Date
May 14, 2025
MELI
MercadoLibre, Inc. - Common Stock
Type:
Buy
Date
May 14, 2025
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
May 14, 2025
MS
Morgan Stanley Common Stock
Type:
Buy
Date
May 14, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
May 16, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
May 14, 2025
HSY
The Hershey Company Common Stock
Type:
Buy
Date
May 14, 2025
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
May 14, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
May 14, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
May 14, 2025
V
Visa Inc.
Type:
Buy
Date
May 5, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
May 5, 2025
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Buy
Date
May 5, 2025
PAYX
Paychex, Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
May 5, 2025
ODFL
Old Dominion Freight Line, Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
OXY
Occidental Petroleum Corporation Common Stock
Type:
Buy
Date
May 5, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
May 5, 2025
NSC
Norfolk Southern Corporation Common Stock
Type:
Buy
Date
May 5, 2025
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
May 5, 2025
MS
Morgan Stanley Common Stock
Type:
Buy
Date
May 5, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
May 5, 2025
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
May 5, 2025
MRK
Merck & Company, Inc. Common Stock
Type:
Buy
Date
May 5, 2025
MELI
MercadoLibre, Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
KMI
Kinder Morgan, Inc. Common Stock
Type:
Buy
Date
May 5, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
May 5, 2025
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
May 5, 2025
INTC
Intel Corporation - Common Stock
Type:
Buy
Date
May 5, 2025
PI
Impinj, Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
HD
Home Depot, Inc.
Type:
Buy
Date
May 5, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
May 5, 2025
GILD
Gilead Sciences, Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
FRO
Frontline Plc Ordinary Shares
Type:
Buy
Date
May 5, 2025
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
May 5, 2025
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
May 5, 2025
DUK
Duke Energy Corporation
Type:
Buy
Date
May 5, 2025
DL
DLR
Digital Realty Trust, Inc. Common Stock
Type:
Buy
Date
May 5, 2025
DVN
Devon Energy Corporation Common Stock
Type:
Buy
Date
May 5, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Buy
Date
May 5, 2025
CMI
Cummins Inc. Common Stock
Type:
Buy
Date
May 5, 2025
GLW
Corning Incorporated Common Stock
Type:
Buy
Date
May 5, 2025
CVX
Chevron Corporation Common Stock
Type:
Buy
Date
May 5, 2025
SCHW
Charles Schwab Corporation
Type:
Buy
Date
May 5, 2025
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
May 5, 2025
CAH
Cardinal Health, Inc. Common Stock
Type:
Buy
Date
May 5, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
BP
BP
BP p.l.c. Common Stock
Type:
Buy
Date
May 5, 2025
BA
Boeing Company
Type:
Buy
Date
May 5, 2025
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
May 5, 2025
BH
BHP
BHP Group Limited American Depositary Shares
Type:
Buy
Date
May 5, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Buy
Date
May 5, 2025
BAC
Bank of America Corporation Common Stock
Type:
Buy
Date
May 5, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
AXP
American Express Company Common Stock
Type:
Buy
Date
May 5, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
May 5, 2025
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
May 5, 2025
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
May 5, 2025
WMT
Walmart Inc. Common Stock
Type:
Buy
Date
May 5, 2025
VO
VOO
VANGUARD S&P 500 ETF [OT
Type:
Sell
Date
May 5, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
May 5, 2025
HSY
The Hershey Company Common Stock
Type:
Buy
Date
May 5, 2025
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
May 5, 2025
SBUX
Starbucks Corporation - Common Stock
Type:
Buy
Date
May 5, 2025
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Apr 9, 2025
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
Apr 8, 2025
SCCO
Southern Copper Corporation Common Stock
Type:
Buy
Date
Apr 8, 2025
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Buy
Date
Apr 8, 2025
PLTR
Palantir Technologies Inc. - Class A Common Stock
Type:
Buy
Date
Apr 8, 2025
PLTR
Palantir Technologies Inc. - Class A Common Stock
Type:
Buy
Date
Apr 9, 2025
MRK
Merck & Company, Inc. Common Stock
Type:
Buy
Date
Apr 9, 2025
LULU
lululemon athletica inc. - Common Stock
Type:
Buy
Date
Apr 8, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Apr 8, 2025
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
Apr 8, 2025
NKE
Nike, Inc. Common Stock
Type:
Buy
Date
Apr 8, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Apr 9, 2025
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Apr 8, 2025
DVN
Devon Energy Corporation Common Stock
Type:
Buy
Date
Apr 9, 2025
CMI
Cummins Inc. Common Stock
Type:
Buy
Date
Apr 9, 2025
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Apr 9, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Apr 9, 2025
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Apr 9, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Apr 8, 2025
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
Apr 8, 2025
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
Apr 9, 2025
LRCX
Lam Research Corporation - Common Stock
Type:
Buy
Date
Apr 4, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Apr 4, 2025
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Apr 3, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Buy
Date
Apr 4, 2025
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Apr 4, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Buy
Date
Apr 4, 2025
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Apr 4, 2025
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Apr 3, 2025
PI
Impinj, Inc. - Common Stock
Type:
Buy
Date
Apr 4, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Apr 4, 2025
LULU
lululemon athletica inc. - Common Stock
Type:
Buy
Date
Apr 4, 2025
NKE
Nike, Inc. Common Stock
Type:
Buy
Date
Apr 4, 2025
NSC
Norfolk Southern Corporation Common Stock
Type:
Buy
Date
Apr 4, 2025
ODFL
Old Dominion Freight Line, Inc. - Common Stock
Type:
Buy
Date
Apr 4, 2025
ODFL
Old Dominion Freight Line, Inc. - Common Stock
Type:
Buy
Date
Apr 3, 2025
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Buy
Date
Apr 4, 2025
RH
RH Common Stock
Type:
Buy
Date
Apr 4, 2025
SO
Southern Company
Type:
Buy
Date
Apr 3, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Apr 4, 2025
US Treasury Bill [GS
Type:
Buy
Date
Mar 25, 2025
US Treasury Bill [GS
Type:
Buy
Date
Mar 20, 2025
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Mar 17, 2025
CAH
Cardinal Health, Inc. Common Stock
Type:
Buy
Date
Mar 17, 2025
DL
DLR
Digital Realty Trust, Inc. Common Stock
Type:
Buy
Date
Mar 17, 2025
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Mar 17, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Mar 17, 2025
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Mar 17, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Mar 17, 2025
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
Mar 17, 2025
KMI
Kinder Morgan, Inc. Common Stock
Type:
Buy
Date
Mar 17, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 17, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Mar 17, 2025
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Mar 17, 2025
DG
Dollar General Corporation Common Stock
Type:
Buy
Date
Mar 3, 2025
DG
Dollar General Corporation Common Stock
Type:
Buy
Date
Mar 7, 2025
CRWD
CrowdStrike Holdings, Inc. - Class A Common Stock
Type:
Buy
Date
Mar 7, 2025
IB
IBIT
iShares Bitcoin Trust ETF
Type:
Buy
Date
Mar 3, 2025
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
Mar 7, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Mar 7, 2025
PI
Impinj, Inc. - Common Stock
Type:
Buy
Date
Mar 3, 2025
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Feb 12, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Feb 12, 2025
INTC
Intel Corporation - Common Stock
Type:
Buy
Date
Feb 12, 2025
PLTR
Palantir Technologies Inc. - Class A Common Stock
Type:
Buy
Date
Feb 12, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Feb 12, 2025
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Feb 12, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Feb 12, 2025
NSC
Norfolk Southern Corporation Common Stock
Type:
Buy
Date
Feb 12, 2025
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Feb 12, 2025
DVN
Devon Energy Corporation Common Stock
Type:
Buy
Date
Feb 12, 2025
DVN
Devon Energy Corporation Common Stock
Type:
Buy
Date
Jan 21, 2025
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
Jan 8, 2025
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
Jan 21, 2025
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Jan 21, 2025
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Jan 8, 2025
SCCO
Southern Copper Corporation Common Stock
Type:
Buy
Date
Jan 8, 2025
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
Jan 8, 2025
HSY
The Hershey Company Common Stock
Type:
Buy
Date
Jan 8, 2025
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Jan 8, 2025
GOOGL
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Jan 8, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jan 8, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jan 21, 2025
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Jan 8, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Buy
Date
Jan 8, 2025
CAH
Cardinal Health, Inc. Common Stock
Type:
Buy
Date
Jan 21, 2025
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Jan 8, 2025
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Jan 21, 2025
HD
Home Depot, Inc.
Type:
Buy
Date
Jan 8, 2025
INTC
Intel Corporation - Common Stock
Type:
Buy
Date
Jan 8, 2025
IB
IBIT
iShares Bitcoin Trust ETF
Type:
Buy
Date
Jan 8, 2025
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Jan 8, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Jan 8, 2025
KMI
Kinder Morgan, Inc. Common Stock
Type:
Buy
Date
Jan 21, 2025
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Jan 21, 2025
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Jan 21, 2025
NSC
Norfolk Southern Corporation Common Stock
Type:
Buy
Date
Jan 21, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jan 21, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jan 8, 2025
OXY
Occidental Petroleum Corporation Common Stock
Type:
Buy
Date
Jan 21, 2025
ODFL
Old Dominion Freight Line, Inc. - Common Stock
Type:
Buy
Date
Jan 21, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Jan 8, 2025
V
Visa Inc.
Type:
Buy
Date
Jan 21, 2025
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Dec 24, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Dec 24, 2024
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Dec 24, 2024
GILD
Gilead Sciences, Inc. - Common Stock
Type:
Buy
Date
Dec 24, 2024
US Treasury Bill [GS
Type:
Buy
Date
Dec 24, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Dec 24, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Dec 24, 2024
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Dec 24, 2024
NSC
Norfolk Southern Corporation
Type:
Buy
Date
Dec 24, 2024
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
Dec 24, 2024
META
Meta Platforms, Inc. - Class A
Type:
Buy
Date
Dec 24, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Dec 24, 2024
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Dec 24, 2024
AMAT
Applied Materials, Inc. - Common
Type:
Buy
Date
Dec 24, 2024
DUK
Duke Energy Corporation
Type:
Buy
Date
Dec 24, 2024
US Treasury Bill [GS
Type:
Buy
Date
Dec 16, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Nov 25, 2024
SCHW
Charles Schwab Corporation
Type:
Buy
Date
Nov 25, 2024
UPS
United Parcel Service, Inc. Common
Type:
Buy
Date
Nov 25, 2024
LRCX
Lam Research Corporation - Common Stock
Type:
Buy
Date
Nov 25, 2024
GS
GSK
GSK plc American Depositary Shares
Type:
Buy
Date
Nov 25, 2024
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Nov 25, 2024
NS
NSRGY
NESTLE S.A S/ADR
Type:
Buy
Date
Nov 25, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Nov 25, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Nov 25, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Nov 25, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Nov 25, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Nov 25, 2024
ASML
ASML Holding N.V. - New York
Type:
Buy
Date
Nov 25, 2024
DUK
Duke Energy Corporation
Type:
Buy
Date
Nov 25, 2024
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
Nov 25, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Nov 25, 2024
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Nov 25, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Nov 20, 2024
OXY
Occidental Petroleum Corporation
Type:
Buy
Date
Nov 20, 2024
US Treasury Bill [GS
Type:
Buy
Date
Nov 20, 2024
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Nov 20, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Nov 20, 2024
NS
NSRGY
NESTLE S.A S/ADR
Type:
Buy
Date
Nov 20, 2024
AMAT
Applied Materials, Inc. - Common
Type:
Buy
Date
Nov 20, 2024
SCCO
Southern Copper Corporation
Type:
Buy
Date
Nov 20, 2024
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Nov 20, 2024
GS
Goldman Sachs Group, Inc.
Type:
Buy
Date
Nov 7, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Nov 7, 2024
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
Nov 7, 2024
TSCO
Tractor Supply Company - Common
Type:
Buy
Date
Nov 7, 2024
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
Nov 7, 2024
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Nov 7, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Nov 7, 2024
SO
Southern Company
Type:
Buy
Date
Nov 7, 2024
DELL
Dell Technologies Inc. Class C
Type:
Buy
Date
Nov 7, 2024
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Nov 7, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Nov 7, 2024
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
Nov 7, 2024
INTC
Intel Corporation - Common Stock
Type:
Buy
Date
Nov 1, 2024
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
Nov 1, 2024
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
Nov 1, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Nov 1, 2024
GLW
Corning Incorporated Common Stock
Type:
Buy
Date
Nov 1, 2024
DUK
Duke Energy Corporation
Type:
Buy
Date
Nov 1, 2024
DL
DLR
Digital Realty Trust, Inc. Common
Type:
Buy
Date
Nov 1, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Nov 1, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Nov 1, 2024
META
Meta Platforms, Inc. - Class A
Type:
Buy
Date
Nov 1, 2024
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Oct 21, 2024
ASML
ASML Holding N.V. - New York
Type:
Buy
Date
Oct 21, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Oct 21, 2024
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
Oct 21, 2024
INTC
Intel Corporation - Common Stock
Type:
Buy
Date
Oct 21, 2024
NS
NSRGY
NESTLE S.A S/ADR
Type:
Buy
Date
Oct 21, 2024
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Oct 21, 2024
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
Oct 21, 2024
V
Visa Inc.
Type:
Buy
Date
Oct 21, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Oct 21, 2024
US Treasury Bill [GS
Type:
Buy
Date
Oct 9, 2024
DELL
Dell Technologies Inc. Class C
Type:
Buy
Date
Oct 4, 2024
US Treasury Bill [GS
Type:
Buy
Date
Oct 4, 2024
ASML
ASML Holding N.V. - New York
Type:
Buy
Date
Oct 4, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Oct 4, 2024
V
Visa Inc.
Type:
Buy
Date
Oct 4, 2024
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Oct 4, 2024
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Oct 4, 2024
AMAT
Applied Materials, Inc. - Common
Type:
Buy
Date
Oct 4, 2024
META
Meta Platforms, Inc. - Class A
Type:
Buy
Date
Oct 4, 2024
LRCX
Lam Research Corporation - Common Stock
Type:
Buy
Date
Oct 4, 2024
INTC
Intel Corporation - Common Stock
Type:
Buy
Date
Sep 20, 2024
SCCO
Southern Copper Corporation
Type:
Buy
Date
Sep 20, 2024
UPS
United Parcel Service, Inc. Common
Type:
Buy
Date
Sep 20, 2024
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Sep 20, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Sep 20, 2024
LRCX
Lam Research Corporation -
Type:
Buy
Date
Sep 20, 2024
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
Sep 20, 2024
CAH
Cardinal Health, Inc. Common Stock
Type:
Buy
Date
Sep 20, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Sep 20, 2024
CRWD
CrowdStrike Holdings, Inc. - Class A
Type:
Buy
Date
Sep 20, 2024
US Treasury Bill [GS
Type:
Buy
Date
Sep 6, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Sep 3, 2024
UPS
United Parcel Service, Inc. Common
Type:
Buy
Date
Sep 3, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Sep 3, 2024
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Sep 3, 2024
SCHW
Charles Schwab Corporation
Type:
Buy
Date
Sep 3, 2024
CRWD
CrowdStrike Holdings, Inc. - Class A
Type:
Buy
Date
Sep 3, 2024
DL
DLR
Digital Realty Trust, Inc. Common
Type:
Buy
Date
Sep 3, 2024
GLW
Corning Incorporated Common Stock
Type:
Buy
Date
Sep 3, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Sep 3, 2024
LULU
lululemon athletica inc. - Common
Type:
Buy
Date
Sep 3, 2024
GS
GSK
GSK plc American Depositary Shares
Type:
Buy
Date
Sep 3, 2024
TSLA
Tesla, Inc. - Common Stock
Type:
Buy
Date
Sep 3, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Sep 3, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Sep 3, 2024
INTC
Intel Corporation - Common Stock
Type:
Buy
Date
Aug 21, 2024
KMI
Kinder Morgan, Inc. Common Stock
Type:
Buy
Date
Aug 21, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Aug 21, 2024
FDX
FedEx Corporation Common Stock
Type:
Buy
Date
Aug 21, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Aug 21, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Aug 21, 2024
US Treasury Bill [GS
Type:
Buy
Date
Aug 13, 2024
US Treasury Bill [GS
Type:
Buy
Date
Aug 2, 2024
DUK
Duke Energy Corporation
Type:
Buy
Date
Jul 23, 2024
US Treasury Bill [GS
Type:
Buy
Date
Jul 24, 2024
DELL
Dell Technologies Inc. Class C
Type:
Buy
Date
Jul 23, 2024
UPS
United Parcel Service, Inc. Common
Type:
Buy
Date
Jul 23, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Jul 23, 2024
AMAT
Applied Materials, Inc. - Common
Type:
Buy
Date
Jul 23, 2024
GLW
Corning Incorporated Common Stock
Type:
Buy
Date
Jul 23, 2024
US TREASURY BILL [GS
Type:
Buy
Date
Jun 21, 2024
CRWD
CrowdStrike Holdings, Inc. - Class A
Type:
Buy
Date
Jun 24, 2024
ASML
ASML Holding N.V. - New York
Type:
Buy
Date
Jun 24, 2024
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Jun 24, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Jun 24, 2024
LULU
lululemon athletica inc. - Common
Type:
Buy
Date
Jun 24, 2024
NS
NSRGY
NESTLE S.A S/ADR
Type:
Buy
Date
Jun 24, 2024
SO
Southern Company
Type:
Buy
Date
May 21, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
May 21, 2024
KMI
Kinder Morgan, Inc. Common Stock
Type:
Buy
Date
May 21, 2024
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
May 21, 2024
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
May 21, 2024
SCHW
Charles Schwab Corporation
Type:
Buy
Date
May 21, 2024
US Treaury Bill [GS
Type:
Buy
Date
May 9, 2024
US TREASURY BILL [GS
Type:
Buy
Date
Apr 24, 2024
VE
VEA
VANGUARD FTSE DEVELOPED
Type:
Buy
Date
Apr 24, 2024
IA
IAU
ISHARES CORE S&P SMALL CAP
Type:
Sell
Date
Apr 26, 2024
VB
VB
VNGUARD SMALL CAP ETF [OT
Type:
Buy
Date
Apr 24, 2024
IV
IVV
ISHARES CORE S&P 500 ETF [OT
Type:
Sell
Date
Apr 26, 2024
MSCI
ISHARES CORE MSCI TOTL INTL
Type:
Sell
Date
Apr 26, 2024
TSCO
Tractor Supply Company - Common
Type:
Buy
Date
Apr 24, 2024
VO
VOO
VANGUARD S&P 500 ETF [OT
Type:
Buy
Date
Apr 24, 2024
VO
VO
VANGUARD MID CAP ETF [OT
Type:
Buy
Date
Apr 24, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Apr 24, 2024
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Apr 24, 2024
SC
SCHG
SCHWAB US LARGE CAP GROWTH
Type:
Buy
Date
Apr 24, 2024
ISHARES CORE S&P US GROWTH
Type:
Sell
Date
Apr 26, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Apr 24, 2024
GS
Goldman Sachs Group, Inc.
Type:
Buy
Date
Apr 24, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Apr 24, 2024
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Dec 12, 2025 | US Treasury Bill [GS | Buy | $100k - $250k | +4dFiling |
| Nov 21, 2025 | IB IBIT iShares Bitcoin Trust ETF | Buy | $1k - $15k | +11dFiling |
| Nov 13, 2025 | US Treasury Bill [GS | Buy | $50k - $100k | +6dFiling |
| Nov 12, 2025 | PAYX Paychex, Inc. - Common Stock | Buy | $15k - $50k | +1dFiling |
| Nov 12, 2025 | ADP Automatic Data Processing, Inc. - Common Stock | Buy | $15k - $50k | +1dFiling |
| Nov 6, 2025 | PG Procter & Gamble Company | Buy | $15k - $50k | +1dFiling |
| Oct 24, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | BRK-B Berkshire Hathaway Inc. New Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | BX Blackstone Inc. Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | CAH Cardinal Health, Inc. Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | CVX Chevron Corporation Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | HD Home Depot, Inc. | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | OXY Occidental Petroleum Corporation Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | NFLX Netflix, Inc. - Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | MSFT Microsoft Corporation - Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | MELI MercadoLibre, Inc. - Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | KMI Kinder Morgan, Inc. Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 24, 2025 | IB IBIT iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Buy | $1k - $15k | +4dFiling |
| Oct 15, 2025 | EXC Exelon Corporation | Buy | $1k - $15k | +5dFiling |
| Oct 9, 2025 | IB IBIT iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Buy | $1k - $15k | +11dFiling |
| Oct 15, 2025 | NV NVO Novo Nordisk A/S Common Stock | Sell | $1k - $15k | +5dFiling |
| Oct 15, 2025 | XM XMEX Xemex Group Inc. Common stock | Buy | $1k - $15k | +5dFiling |
| Oct 9, 2025 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +11dFiling |
| Oct 15, 2025 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +5dFiling |
| Oct 15, 2025 | ADBE Adobe Inc. - Common Stock | Buy | $1k - $15k | +5dFiling |
| Oct 15, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +5dFiling |
| Oct 9, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +11dFiling |
| Oct 15, 2025 | IB IBIT iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Buy | $1k - $15k | +5dFiling |
| Sep 11, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | IB IBIT iShares Bitcoin Trust ETF - iShares Bitcoin Trust ETF | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | MS Morgan Stanley Common Stock | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | ADBE Adobe Inc. - Common Stock | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | ASML ASML Holding N.V. - New York Registry Shares | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | DL DLR Digital Realty Trust, Inc. Common Stock | Buy | $1k - $15k | +16dFiling |
| Sep 11, 2025 | DUK Duke Energy Corporation | Buy | $1k - $15k | +16dFiling |
| Aug 28, 2025 | UNH UnitedHealth Group Incorporated Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 28, 2025 | NV NVO Novo Nordisk A/S Common Stock | Sell | $1k - $15k | +1dFiling |
| Aug 28, 2025 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +1dFiling |
| Aug 28, 2025 | FDX FedEx Corporation Common Stock | Buy | $15k - $50k | +1dFiling |
| Aug 28, 2025 | MELI MercadoLibre, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 28, 2025 | MRK Merck & Company, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 28, 2025 | MS Morgan Stanley Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 28, 2025 | PEP Pepsico, Inc. | Buy | $1k - $15k | +1dFiling |
| Aug 28, 2025 | RH RHP Ryman Hospitality Properties, Inc. | Buy | $15k - $50k | +1dFiling |
| Aug 28, 2025 | SO Southern Company | Buy | $1k - $15k | +1dFiling |
| Aug 28, 2025 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 28, 2025 | EXC Exelon Corporation | Buy | $15k - $50k | +1dFiling |
| Aug 19, 2025 | NV NVO Novo Nordisk A/S Common Stock | Sell | $15k - $50k | +1dFiling |
| Aug 6, 2025 | FIG FIG | Buy | $1k - $15k | +9dFiling |
| Aug 4, 2025 | UNH UnitedHealth Group Incorporated Common Stock | Buy | $1k - $15k | +11dFiling |
| Aug 4, 2025 | ABBV AbbVie Inc. Common Stock | Buy | $1k - $15k | +11dFiling |
| Aug 6, 2025 | NY NYSE FIG | Buy | $1k - $15k | +9dFiling |
| Aug 4, 2025 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +11dFiling |
| Jul 15, 2025 | PEP Pepsico, Inc. | Buy | $1k - $15k | +7dFiling |
| Jul 15, 2025 | PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1k - $15k | +7dFiling |
| Jun 17, 2025 | SNOW Snowflake Inc. Class A Common Stock | Buy | $1k - $15k | +6dFiling |
| Jun 17, 2025 | TSCO Tractor Supply Company - Common Stock | Buy | $1k - $15k | +6dFiling |
| Jun 17, 2025 | LULU lululemon athletica inc. - Common Stock | Sell | $1k - $15k | +6dFiling |
| Jun 6, 2025 | GILD Gilead Sciences, Inc. - Common Stock | Buy | $1k - $15k | +12dFiling |
| Jun 6, 2025 | SNOW Snowflake Inc. Class A Common Stock | Buy | $1k - $15k | +12dFiling |
| Jun 6, 2025 | NOW ServiceNow, Inc. Common Stock | Buy | $1k - $15k | +12dFiling |
| Jun 6, 2025 | NEE NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | +12dFiling |
| Jun 6, 2025 | NFLX Netflix, Inc. - Common Stock | Buy | $1k - $15k | +12dFiling |
| Jun 6, 2025 | AMAT Applied Materials, Inc. - Common Stock | Buy | $1k - $15k | +12dFiling |
| Jun 6, 2025 | ADBE Adobe Inc. - Common Stock | Buy | $1k - $15k | +12dFiling |
| May 14, 2025 | NFLX Netflix, Inc. - Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | BX Blackstone Inc. Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | CAH Cardinal Health, Inc. Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | CVX Chevron Corporation Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | GLW Corning Incorporated Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | DG Dollar General Corporation Common | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | LLY Eli Lilly and Company Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | PI Impinj, Inc. - Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | MELI MercadoLibre, Inc. - Common Stock | Buy | $15k - $50k | +5dFiling |
| May 14, 2025 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | MS Morgan Stanley Common Stock | Buy | $1k - $15k | +5dFiling |
| May 16, 2025 | UNH UnitedHealth Group Incorporated Common Stock | Buy | $1k - $15k | +3dFiling |
| May 14, 2025 | UNH UnitedHealth Group Incorporated Common Stock | Buy | $15k - $50k | +5dFiling |
| May 14, 2025 | HSY The Hershey Company Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | NOW ServiceNow, Inc. Common Stock | Buy | $1k - $15k | +5dFiling |
| May 14, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +5dFiling |
| May 5, 2025 | V Visa Inc. | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | NOW ServiceNow, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | QCOM QUALCOMM Incorporated - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | PAYX Paychex, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | ODFL Old Dominion Freight Line, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | OXY Occidental Petroleum Corporation Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | NSC Norfolk Southern Corporation Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | NEE NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | MS Morgan Stanley Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | MSFT Microsoft Corporation - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | MRK Merck & Company, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | MELI MercadoLibre, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | KMI Kinder Morgan, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | JPM JP Morgan Chase & Co. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | INTC Intel Corporation - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | PI Impinj, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | HD Home Depot, Inc. | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | GILD Gilead Sciences, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | FRO Frontline Plc Ordinary Shares | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | FDX FedEx Corporation Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | LLY Eli Lilly and Company Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | DUK Duke Energy Corporation | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | DL DLR Digital Realty Trust, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | DVN Devon Energy Corporation Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | CMI Cummins Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | GLW Corning Incorporated Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | CVX Chevron Corporation Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | SCHW Charles Schwab Corporation | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | CAT Caterpillar, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | CAH Cardinal Health, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | BP BP BP p.l.c. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | BA Boeing Company | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | BX Blackstone Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | BH BHP BHP Group Limited American Depositary Shares | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | BRK-B Berkshire Hathaway Inc. New Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | BAC Bank of America Corporation Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | AMAT Applied Materials, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | AXP American Express Company Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | ADBE Adobe Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | ABBV AbbVie Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | WMT Walmart Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | VO VOO VANGUARD S&P 500 ETF [OT | Sell | $1k - $15k | +1dFiling |
| May 5, 2025 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | HSY The Hershey Company Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| May 5, 2025 | SBUX Starbucks Corporation - Common Stock | Buy | $1k - $15k | +1dFiling |
| Apr 9, 2025 | ADBE Adobe Inc. - Common Stock | Buy | $1k - $15k | +2dFiling |
| Apr 8, 2025 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 8, 2025 | SCCO Southern Copper Corporation Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 8, 2025 | QCOM QUALCOMM Incorporated - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 8, 2025 | PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 9, 2025 | PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1k - $15k | +2dFiling |
| Apr 9, 2025 | MRK Merck & Company, Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Apr 8, 2025 | LULU lululemon athletica inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 8, 2025 | JPM JP Morgan Chase & Co. Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 8, 2025 | BX Blackstone Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 8, 2025 | NKE Nike, Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 9, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +2dFiling |
| Apr 8, 2025 | FDX FedEx Corporation Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 9, 2025 | DVN Devon Energy Corporation Common Stock | Buy | $1k - $15k | +2dFiling |
| Apr 9, 2025 | CMI Cummins Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Apr 9, 2025 | ASML ASML Holding N.V. - New York Registry Shares | Buy | $1k - $15k | +2dFiling |
| Apr 9, 2025 | AMAT Applied Materials, Inc. - Common Stock | Buy | $1k - $15k | +2dFiling |
| Apr 9, 2025 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | +2dFiling |
| Apr 8, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 8, 2025 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | +3dFiling |
| Apr 9, 2025 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | +2dFiling |
| Apr 4, 2025 | LRCX Lam Research Corporation - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 3, 2025 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | +4dFiling |
| Apr 4, 2025 | BRK-B Berkshire Hathaway Inc. New Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | CAT Caterpillar, Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | FDX FedEx Corporation Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 3, 2025 | FDX FedEx Corporation Common Stock | Buy | $1k - $15k | +4dFiling |
| Apr 4, 2025 | PI Impinj, Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | JPM JP Morgan Chase & Co. Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | LULU lululemon athletica inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | NKE Nike, Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | NSC Norfolk Southern Corporation Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | ODFL Old Dominion Freight Line, Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 3, 2025 | ODFL Old Dominion Freight Line, Inc. - Common Stock | Buy | $1k - $15k | +4dFiling |
| Apr 4, 2025 | QCOM QUALCOMM Incorporated - Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 4, 2025 | RH RH Common Stock | Buy | $1k - $15k | +3dFiling |
| Apr 3, 2025 | SO Southern Company | Buy | $1k - $15k | +4dFiling |
| Apr 4, 2025 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Mar 25, 2025 | US Treasury Bill [GS | Buy | $100k - $250k | +1dFiling |
| Mar 20, 2025 | US Treasury Bill [GS | Buy | $100k - $250k | +3dFiling |
| Mar 17, 2025 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | CAH Cardinal Health, Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | DL DLR Digital Realty Trust, Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | COST Costco Wholesale Corporation - | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | ABBV AbbVie Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | AMAT Applied Materials, Inc. - Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | BX Blackstone Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | KMI Kinder Morgan, Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 17, 2025 | CAT Caterpillar, Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 3, 2025 | DG Dollar General Corporation Common Stock | Buy | $1k - $15k | +6dFiling |
| Mar 7, 2025 | DG Dollar General Corporation Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 7, 2025 | CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 3, 2025 | IB IBIT iShares Bitcoin Trust ETF | Buy | $15k - $50k | +6dFiling |
| Mar 7, 2025 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +2dFiling |
| Mar 7, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $1k - $15k | +2dFiling |
| Mar 3, 2025 | PI Impinj, Inc. - Common Stock | Buy | $1k - $15k | +6dFiling |
| Feb 12, 2025 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | INTC Intel Corporation - Common Stock | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | PLTR Palantir Technologies Inc. - Class A Common Stock | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | MSFT Microsoft Corporation - Common Stock | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | NSC Norfolk Southern Corporation Common Stock | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | ADBE Adobe Inc. - Common Stock | Buy | $1k - $15k | +2dFiling |
| Feb 12, 2025 | DVN Devon Energy Corporation Common Stock | Buy | $1k - $15k | +2dFiling |
| Jan 21, 2025 | DVN Devon Energy Corporation Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 8, 2025 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | +19dFiling |
| Jan 21, 2025 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | +6dFiling |
| Jan 21, 2025 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +6dFiling |
| Jan 8, 2025 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | SCCO Southern Copper Corporation Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | HSY The Hershey Company Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | GOOGL Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 21, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 8, 2025 | ASML ASML Holding N.V. - New York Registry Shares | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | BRK-B Berkshire Hathaway Inc. New Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 21, 2025 | CAH Cardinal Health, Inc. Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 8, 2025 | CAT Caterpillar, Inc. Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 21, 2025 | LLY Eli Lilly and Company Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 8, 2025 | HD Home Depot, Inc. | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | INTC Intel Corporation - Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | IB IBIT iShares Bitcoin Trust ETF | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 8, 2025 | JPM JP Morgan Chase & Co. Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 21, 2025 | KMI Kinder Morgan, Inc. Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 21, 2025 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 21, 2025 | NEE NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 21, 2025 | NSC Norfolk Southern Corporation Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 21, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 8, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 21, 2025 | OXY Occidental Petroleum Corporation Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 21, 2025 | ODFL Old Dominion Freight Line, Inc. - Common Stock | Buy | $1k - $15k | +6dFiling |
| Jan 8, 2025 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +19dFiling |
| Jan 21, 2025 | V Visa Inc. | Buy | $1k - $15k | +6dFiling |
| Dec 24, 2024 | CAT Caterpillar, Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | LLY Eli Lilly and Company Common Stock | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | GILD Gilead Sciences, Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | US Treasury Bill [GS | Buy | $50k - $100k | +3dFiling |
| Dec 24, 2024 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | ADBE Adobe Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | NSC Norfolk Southern Corporation | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | NOW ServiceNow, Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | META Meta Platforms, Inc. - Class A | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | HSY The Hershey Company Common | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | MSFT Microsoft Corporation - Common | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | AMAT Applied Materials, Inc. - Common | Buy | $1k - $15k | +3dFiling |
| Dec 24, 2024 | DUK Duke Energy Corporation | Buy | $1k - $15k | +3dFiling |
| Dec 16, 2024 | US Treasury Bill [GS | Buy | $100k - $250k | +1dFiling |
| Nov 25, 2024 | NEE NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | SCHW Charles Schwab Corporation | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | UPS United Parcel Service, Inc. Common | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | LRCX Lam Research Corporation - Common Stock | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | GS GSK GSK plc American Depositary Shares | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | MSFT Microsoft Corporation - Common | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | NS NSRGY NESTLE S.A S/ADR | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | HD Home Depot, Inc. | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | JPM JP Morgan Chase & Co. Common | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | ASML ASML Holding N.V. - New York | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | DUK Duke Energy Corporation | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +2dFiling |
| Nov 25, 2024 | COST Costco Wholesale Corporation - | Buy | $1k - $15k | +2dFiling |
| Nov 20, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Nov 20, 2024 | OXY Occidental Petroleum Corporation | Buy | $1k - $15k | +1dFiling |
| Nov 20, 2024 | US Treasury Bill [GS | Buy | $50k - $100k | +1dFiling |
| Nov 20, 2024 | ABBV AbbVie Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Nov 20, 2024 | QCOM QUALCOMM Incorporated - | Buy | $1k - $15k | +1dFiling |
| Nov 20, 2024 | NS NSRGY NESTLE S.A S/ADR | Buy | $1k - $15k | +1dFiling |
| Nov 20, 2024 | AMAT Applied Materials, Inc. - Common | Buy | $1k - $15k | +1dFiling |
| Nov 20, 2024 | SCCO Southern Copper Corporation | Buy | $1k - $15k | +1dFiling |
| Nov 20, 2024 | ADBE Adobe Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | GS Goldman Sachs Group, Inc. | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | BX Blackstone Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | TSCO Tractor Supply Company - Common | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | NOW ServiceNow, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | FDX FedEx Corporation Common Stock | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | HSY The Hershey Company Common | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | SO Southern Company | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | DELL Dell Technologies Inc. Class C | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | NEE NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Nov 7, 2024 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Nov 1, 2024 | INTC Intel Corporation - Common Stock | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | HSY The Hershey Company Common | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | GLW Corning Incorporated Common Stock | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | DUK Duke Energy Corporation | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | DL DLR Digital Realty Trust, Inc. Common | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | +3dFiling |
| Nov 1, 2024 | META Meta Platforms, Inc. - Class A | Buy | $1k - $15k | +3dFiling |
| Oct 21, 2024 | CAT Caterpillar, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | ASML ASML Holding N.V. - New York | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | INTC Intel Corporation - Common Stock | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | NS NSRGY NESTLE S.A S/ADR | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | MSFT Microsoft Corporation - Common | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | BX Blackstone Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | V Visa Inc. | Buy | $1k - $15k | +1dFiling |
| Oct 21, 2024 | HD Home Depot, Inc. | Buy | $1k - $15k | +1dFiling |
| Oct 9, 2024 | US Treasury Bill [GS | Buy | $100k - $250k | +1dFiling |
| Oct 4, 2024 | DELL Dell Technologies Inc. Class C | Buy | $1k - $15k | +4dFiling |
| Oct 4, 2024 | US Treasury Bill [GS | Buy | $50k - $100k | +4dFiling |
| Oct 4, 2024 | ASML ASML Holding N.V. - New York | Buy | $1k - $15k | +4dFiling |
| Oct 4, 2024 | JPM JP Morgan Chase & Co. Common | Buy | $1k - $15k | +4dFiling |
| Oct 4, 2024 | V Visa Inc. | Buy | $1k - $15k | +4dFiling |
| Oct 4, 2024 | FDX FedEx Corporation Common Stock | Buy | $1k - $15k | +4dFiling |
| Oct 4, 2024 | COST Costco Wholesale Corporation - | Buy | $1k - $15k | +4dFiling |
| Oct 4, 2024 | AMAT Applied Materials, Inc. - Common | Buy | $1k - $15k | +4dFiling |
| Oct 4, 2024 | META Meta Platforms, Inc. - Class A | Buy | $1k - $15k | +4dFiling |
| Oct 4, 2024 | LRCX Lam Research Corporation - Common Stock | Buy | $1k - $15k | +4dFiling |
| Sep 20, 2024 | INTC Intel Corporation - Common Stock | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | SCCO Southern Copper Corporation | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | UPS United Parcel Service, Inc. Common | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | MSFT Microsoft Corporation - Common | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | LRCX Lam Research Corporation - | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | BX Blackstone Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | CAH Cardinal Health, Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +3dFiling |
| Sep 20, 2024 | CRWD CrowdStrike Holdings, Inc. - Class A | Buy | $1k - $15k | +3dFiling |
| Sep 6, 2024 | US Treasury Bill [GS | Buy | $100k - $250k | +3dFiling |
| Sep 3, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | UPS United Parcel Service, Inc. Common | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | QCOM QUALCOMM Incorporated - | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | SCHW Charles Schwab Corporation | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | CRWD CrowdStrike Holdings, Inc. - Class A | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | DL DLR Digital Realty Trust, Inc. Common | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | GLW Corning Incorporated Common Stock | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | LULU lululemon athletica inc. - Common | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | GS GSK GSK plc American Depositary Shares | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | TSLA Tesla, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +1dFiling |
| Sep 3, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +1dFiling |
| Aug 21, 2024 | INTC Intel Corporation - Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 21, 2024 | KMI Kinder Morgan, Inc. Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 21, 2024 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 21, 2024 | FDX FedEx Corporation Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 21, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +1dFiling |
| Aug 21, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +1dFiling |
| Aug 13, 2024 | US Treasury Bill [GS | Buy | $100k - $250k | +1dFiling |
| Aug 2, 2024 | US Treasury Bill [GS | Buy | $100k - $250k | Same dayFiling |
| Jul 23, 2024 | DUK Duke Energy Corporation | Buy | $1k - $15k | +1dFiling |
| Jul 24, 2024 | US Treasury Bill [GS | Buy | $250k - $500k | Same dayFiling |
| Jul 23, 2024 | DELL Dell Technologies Inc. Class C | Buy | $1k - $15k | +1dFiling |
| Jul 23, 2024 | UPS United Parcel Service, Inc. Common | Buy | $1k - $15k | +1dFiling |
| Jul 23, 2024 | JPM JP Morgan Chase & Co. Common | Buy | $1k - $15k | +1dFiling |
| Jul 23, 2024 | AMAT Applied Materials, Inc. - Common | Buy | $1k - $15k | +1dFiling |
| Jul 23, 2024 | GLW Corning Incorporated Common Stock | Buy | $1k - $15k | +1dFiling |
| Jun 21, 2024 | US TREASURY BILL [GS | Buy | $100k - $250k | +6dFiling |
| Jun 24, 2024 | CRWD CrowdStrike Holdings, Inc. - Class A | Buy | $1k - $15k | +3dFiling |
| Jun 24, 2024 | ASML ASML Holding N.V. - New York | Buy | $1k - $15k | +3dFiling |
| Jun 24, 2024 | COST Costco Wholesale Corporation - | Buy | $1k - $15k | +3dFiling |
| Jun 24, 2024 | NEE NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | +3dFiling |
| Jun 24, 2024 | LULU lululemon athletica inc. - Common | Buy | $1k - $15k | +3dFiling |
| Jun 24, 2024 | NS NSRGY NESTLE S.A S/ADR | Buy | $1k - $15k | +3dFiling |
| May 21, 2024 | SO Southern Company | Buy | $1k - $15k | Same dayFiling |
| May 21, 2024 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | Same dayFiling |
| May 21, 2024 | KMI Kinder Morgan, Inc. Common Stock | Buy | $1k - $15k | Same dayFiling |
| May 21, 2024 | AMD Advanced Micro Devices, Inc. | Buy | $1k - $15k | Same dayFiling |
| May 21, 2024 | CAT Caterpillar, Inc. Common Stock | Buy | $1k - $15k | Same dayFiling |
| May 21, 2024 | SCHW Charles Schwab Corporation | Buy | $1k - $15k | Same dayFiling |
| May 9, 2024 | US Treaury Bill [GS | Buy | $250k - $500k | Same dayFiling |
| Apr 24, 2024 | US TREASURY BILL [GS | Buy | $250k - $500k | +7dFiling |
| Apr 24, 2024 | VE VEA VANGUARD FTSE DEVELOPED | Buy | $1k - $15k | +7dFiling |
| Apr 26, 2024 | IA IAU ISHARES CORE S&P SMALL CAP | Sell | $1k - $15k | +5dFiling |
| Apr 24, 2024 | VB VB VNGUARD SMALL CAP ETF [OT | Buy | $1k - $15k | +7dFiling |
| Apr 26, 2024 | IV IVV ISHARES CORE S&P 500 ETF [OT | Sell | $15k - $50k | +5dFiling |
| Apr 26, 2024 | MSCI ISHARES CORE MSCI TOTL INTL | Sell | $1k - $15k | +5dFiling |
| Apr 24, 2024 | TSCO Tractor Supply Company - Common | Buy | $1k - $15k | +7dFiling |
| Apr 24, 2024 | VO VOO VANGUARD S&P 500 ETF [OT | Buy | $15k - $50k | +7dFiling |
| Apr 24, 2024 | VO VO VANGUARD MID CAP ETF [OT | Buy | $1k - $15k | +7dFiling |
| Apr 24, 2024 | HSY The Hershey Company Common | Buy | $1k - $15k | +7dFiling |
| Apr 24, 2024 | MSFT Microsoft Corporation - Common | Buy | $1k - $15k | +7dFiling |
| Apr 24, 2024 | SC SCHG SCHWAB US LARGE CAP GROWTH | Buy | $1k - $15k | +7dFiling |
| Apr 26, 2024 | ISHARES CORE S&P US GROWTH | Sell | $1k - $15k | +5dFiling |
| Apr 24, 2024 | QCOM QUALCOMM Incorporated - | Buy | $1k - $15k | +7dFiling |
| Apr 24, 2024 | GS Goldman Sachs Group, Inc. | Buy | $1k - $15k | +7dFiling |
| Apr 24, 2024 | HD Home Depot, Inc. | Buy | $1k - $15k | +7dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer