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John Boozman

SenateSenator · Rep · Arkansas
+5.7%
Return per decision, 3 monthsS&P +5.3%
That is +0.4 points vs the S&P

Record

Same numbers as the leaderboard

142
Decisions
76
Companies
+5.7%
Return
+5.3%
S&P same days
+0.4
vs S&P
56%
Up

Returns are per decision, equal weight, measured from the day the report became public. 192 stock purchases with a price. One company in one report is one decision, however many lines it was filed on, and every decision counts the same, because a Congress report gives a range and not an amount. Measured from the close of the first trading day after the filing date, because a report can be posted a day after the date it carries and the hour is never given. "Up" is the share that were higher at that point. A record marked thin is ranked on the leaderboard but sits right on the minimum of 5 decisions and 3 companies.

Reports 46 reports · 385 trades · newest first
Filed Aug 24·Public Sep 9·Trades Nov 6, 2025 to Nov 21, 2025·14 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Vanguard FTSE Developed Markets ETF
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Vanguard Global ex-U.S. Real Estate ETF
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Tortoise North Amer Pipeline Fund
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Salesforce Inc
Nov 13, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
NEW WORLD FUND INC - Class R-6
Nov 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Eli Lilly and Company
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Core S&P 500 ETF
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Russell 2000 ETF
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares MSCI EAFE ETF
Nov 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares MSCI All Country Asia ex Japan ETF
Nov 6, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity E
Nov 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Fiserv Inc
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust Global Tactical Commodity Strategy Fun
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust Exchange-Traded Fund VIII FT Energy In
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Aug 20·Public Sep 9·Trades Apr 8, 2025 to Apr 22, 2025·9 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Unitedhealth Group Inc
Apr 16, 2025
$1,001 - $15,000
Since public+0.8%S&P −0.5%
Buy
Oracle Corp
Apr 16, 2025
$1,001 - $15,000
Since public+10.4%S&P −0.5%
Buy
Microsoft Corp
Apr 22, 2025
$1,001 - $15,000
Since public+1.7%S&P −0.5%
Buy
Microsoft Corp
Apr 16, 2025
$1,001 - $15,000
Since public+1.7%S&P −0.5%
Buy
Meta Platforms Inc
Apr 15, 2025
$1,001 - $15,000
Since public+18.9%S&P −0.5%
Buy
iShares iBoxx $ High Yield Corporate Bond ETF
Apr 9, 2025
$1,001 - $15,000
Since public−0.8%S&P −0.5%
Buy
COLGATE PALMOLIVE LTD.
Apr 8, 2025
$1,001 - $15,000
Since publicNot yetno closing prices for this company yet
Buy
Cboe Global Markets, Inc. Common Stock
Apr 8, 2025
$1,001 - $15,000
Since public−2.9%S&P −0.5%
Buy
Broadcom Inc. - Common Stock
Apr 8, 2025
$1,001 - $15,000
Since public−1.1%S&P −0.5%
Filed Aug 17·Public Sep 9·Trades Jul 2 to Jul 30·6 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Aptiv PLC Ordinary Shares
Jul 9
$1,001 - $15,000
Since public−8.4%S&P −0.7%
Buy
PayPal Holdings, Inc. - Common Stock
Jul 30
$1,001 - $15,000
Since public−13.7%S&P −0.7%
Buy
Tradr 2X Long SPY Monthly ETF
Jul 23
$1,001 - $15,000
Since public−0.7%S&P −0.7%
Buy
Estee Lauder Companies, Inc. (The) Common Stock
Jul 2
$1,001 - $15,000
Since public+17.2%S&P −0.7%
Buy
Chevron Corporation Common Stock
Jul 2
$1,001 - $15,000
Since public+3.9%S&P −0.7%
Buy
no ticker
SPYM - Tradr 2X Long SPY Monthly ETF
Jul 2
$1,001 - $15,000
Since publicNot countednot a stock
Filed Aug 17·Public Sep 9·Trades Jul 2 to Jul 30·6 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Aptiv PLC Ordinary Shares
Jul 9
$1,001 - $15,000
Since public−8.4%S&P −0.7%
Buy
PayPal Holdings, Inc. - Common Stock
Jul 30
$1,001 - $15,000
Since public−13.7%S&P −0.7%
Buy
Tradr 2X Long SPY Monthly ETF
Jul 23
$1,001 - $15,000
Since public−0.7%S&P −0.7%
Buy
Estee Lauder Companies, Inc. (The) Common Stock
Jul 2
$1,001 - $15,000
Since public+17.2%S&P −0.7%
Buy
Chevron Corporation Common Stock
Jul 2
$1,001 - $15,000
Since public+3.9%S&P −0.7%
Buy
Tradr 2X Long SPY Monthly ETF
Jul 2
$1,001 - $15,000
Since public−0.7%S&P −0.7%
Filed Aug 17·Public Sep 9·Trades Jul 2 to Jul 31·4 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Cboe Global Markets, Inc. Common Stock
Jul 31
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
JP Morgan Chase & Co. Common Stock
Jul 23
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Home Depot, Inc. (The) Common Stock
Jul 9
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
The Travelers Companies, Inc. Common Stock
Jul 2
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Jul 13·Public Sep 9·Trades Jun 4 to Jun 25·5 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Tortoise North American Pipeline Fund
Jun 25
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust Global Tactical Commodity Strategy Fund
Jun 25
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares 7-10 Year Treasury Bond ETF
Jun 17
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Atmos Energy Corporation Common Stock
Jun 12
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Boston Scientific Corporation Common Stock
Jun 4
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Jul 13·Public Sep 9·Trades Jun 4 to Jun 25·5 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
iShares Expanded Tech-Software Sector ETF
Jun 25
$1,001 - $15,000
Since public+8.8%S&P +1.2%
Buy
abrdn Physical Palladium Shares ETF
Jun 25
$1,001 - $15,000
Since public+3.7%S&P +1.2%
Buy
no ticker
SCHP - Schwab U.S. TIPS ETF
Jun 17
$1,001 - $15,000
Since publicNot countednot a stock
Buy
no ticker
CEG - Constellation Energy Corporation - Common Stock When-Issued
Jun 12
$1,001 - $15,000
Since publicNot countednot a stock
Buy
UnitedHealth Group Incorporated Common Stock
Jun 4
$1,001 - $15,000
Since public−7.6%S&P +1.2%
Filed Jun 16·Trades May 13 to May 27·18 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Vanguard Developed Markets Index Fund - ETF Shares
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Sprott Lithium Miners ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Core S&P 500 ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Schwab U.S. TIPS ETF
May 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
NEW WORLD FUND INC - Class R-6
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Janus Henderson Mortgage-Backed Securities ETF
May 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
no ticker
SPYM - Tradr 2X Long SPY Monthly ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Russell 2000 ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares MSCI EAFE ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares CMBS ETF
May 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares 3-7 Year Treasury Bond ETF
May 13
$50,001 - $100,000
Since publicNot countedwe measure purchases only
Sell
iShares MBS ETF
May 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
no ticker
FTGC - First Trust Global Tactical Commodity Strategy Fund
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
FT Energy Income Partners Enhanced Income ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Ecolab Inc. Common Stock
May 15
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
no ticker
ACN - Accenture plc Class A Ordinary Shares (Ireland)
May 15
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Jun 16·Trades May 13 to May 27·18 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Vanguard Developed Markets Index Fund - ETF Shares
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Vanguard Global ex-U.S. Real Estate Index Fund - ETF Shares
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Sprott Lithium Miners ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Core S&P 500 ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Schwab U.S. TIPS ETF
May 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
NEW WORLD FUND INC - Class R-6
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Janus Henderson Mortgage-Backed Securities ETF
May 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Tradr 2X Long SPY Monthly ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Russell 2000 ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares MSCI EAFE ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares CMBS ETF
May 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares 3-7 Year Treasury Bond ETF
May 13
$50,001 - $100,000
Since publicNot countedwe measure purchases only
Sell
iShares MBS ETF
May 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust Global Tactical Commodity Strategy Fund
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
FT Energy Income Partners Enhanced Income ETF
May 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Ecolab Inc. Common Stock
May 15
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Accenture plc Class A Ordinary Shares (Ireland)
May 15
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Jun 16·Trades May 13 to May 27·15 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Schwab U.S. TIPS ETF
May 27
$1,001 - $15,000
Since public−2.2%S&P +2.9%
Buy
Palantir Technologies Inc. - Class A Common Stock
May 15
$1,001 - $15,000
Since public+29.8%S&P +2.9%
Buy
Janus Henderson Mortgage-Backed Securities ETF
May 27
$1,001 - $15,000
Since public−2.4%S&P +2.9%
Buy
iShares 7-10 Year Treasury Bond ETF
May 27
$1,001 - $15,000
Since public−2.3%S&P +2.9%
Buy
iShares 10-20 Year Treasury Bond ETF
May 27
$1,001 - $15,000
Since public−3.8%S&P +2.9%
Buy
iShares CMBS ETF
May 27
$1,001 - $15,000
Since public−1.0%S&P +2.9%
Buy
iShares MBS ETF
May 27
$1,001 - $15,000
Since public−2.1%S&P +2.9%
Buy
iShares Agency Bond ETF
May 27
$1,001 - $15,000
Since public−1.1%S&P +2.9%
Buy
Goldman Sachs Access Treasury 0-1 Year ETF
May 27
$1,001 - $15,000
Since public−0.1%S&P +2.9%
Buy
Goldman Sachs Access Investment Grade Corporate Bond ETF
May 27
$1,001 - $15,000
Since public−2.6%S&P +2.9%
Buy
Goldman Sachs Access Investment Grade Corporate Bond ETF
May 13
$1,001 - $15,000
Since public−2.6%S&P +2.9%
Buy
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
May 27
$1,001 - $15,000
Since public−1.6%S&P +2.9%
Buy
BondBloxx Bloomberg Five Year Target Duration US Treasury ETF
May 13
$50,001 - $100,000
Since public−1.6%S&P +2.9%
Buy
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
May 27
$1,001 - $15,000
Since public−0.4%S&P +2.9%
Buy
Albemarle Corporation Common Stock
May 15
$1,001 - $15,000
Since public−24.4%S&P +2.9%
Filed May 11·Traded Mar 19, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
iShares S&P 500 Growth ETF
Mar 19, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Dte Energy Company
Mar 19, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed May 11·Trades Sep 4, 2025 to Sep 17, 2025·7 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Schwab U.S. TIPS ETF
Sep 16, 2025
$1,001 - $15,000
Since public−3.6%S&P +3.2%
Buy
iShares 7-10 Year Treasury Bond ETF
Sep 16, 2025
$15,001 - $50,000
Since public−2.6%S&P +3.2%
Buy
iShares 1-3 Year Treasury Bond ETF
Sep 16, 2025
$1,001 - $15,000
Since public−0.7%S&P +3.2%
Buy
iShares 3-7 Year Treasury Bond ETF
Sep 16, 2025
$15,001 - $50,000
Since public−1.8%S&P +3.2%
Buy
Eaton Corp
Sep 12, 2025
$1,001 - $15,000
Since public+3.4%S&P +3.2%
Buy
Alphabet Cl A
Sep 17, 2025
$1,001 - $15,000
Since public−14.6%S&P +3.2%
Buy
Adobe Systems Inc
Sep 4, 2025
$1,001 - $15,000
Since public+5.8%S&P +3.2%
Filed May 8·Trades Apr 2 to Apr 9·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Devon Energy Corporation Common Stock
Apr 9
$1,001 - $15,000
Since public+4.8%S&P +3.0%
Buy
Constellation Energy Corporation - Common Stock When-Issued
Apr 2
$1,001 - $15,000
Since public−1.9%S&P +3.0%
Filed May 8·Traded Apr 2·1 trade
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Invesco Short Term Treasury ETF
Apr 2
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Apr 14·Trades Mar 19 to Mar 20·3 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Tortoise North American Pipeline Fund
Mar 20
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Johnson & Johnson Common Stock
Mar 19
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
JPMorgan BetaBuilders Europe ETF
Mar 19
$15,001 - $50,000
Since publicNot countedwe measure purchases only
Filed Apr 14·Trades Mar 5 to Mar 20·6 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Vanguard Developed Markets Index Fund - ETF Shares
Mar 19
$1,001 - $15,000
Since public+6.0%S&P +8.7%
Buy
Tradr 2X Long SPY Monthly ETF
Mar 20
$1,001 - $15,000
Since public+8.9%S&P +8.7%
Buy
NVIDIA Corporation - Common Stock
Mar 19
$1,001 - $15,000
Since public+12.5%S&P +8.7%
Buy
Microsoft Corporation - Common Stock
Mar 5
$1,001 - $15,000
Since public+19.6%S&P +8.7%
Buy
First Trust Global Tactical Commodity Strategy Fund
Mar 19
$1,001 - $15,000
Since public+9.4%S&P +8.7%
Buy
Ares Management Corporation Class A Common Stock
Mar 13
$1,001 - $15,000
Since public+12.7%S&P +8.7%
Filed Mar 6·Trades Feb 6 to Feb 27·9 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Union Pacific Corporation Common Stock
Feb 19
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Procter & Gamble Company (The) Common Stock
Feb 26
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Janus Henderson Mortgage-Backed Securities ETF
Feb 6
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares 1-3 Year Treasury Bond ETF
Feb 6
$15,001 - $50,000
Since publicNot countedwe measure purchases only
Sell
iShares MBS ETF
Feb 6
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Agency Bond ETF
Feb 6
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
DoubleLine Emerging Markets Fixed Income Fund - Class I
Feb 6
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Applied Materials, Inc. - Common Stock
Feb 27
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Adobe Inc. - Common Stock
Feb 13
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Mar 6·Trades Feb 6 to Feb 27·10 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Uber Technologies, Inc. Common Stock
Feb 6
$1,001 - $15,000
Since public−3.7%S&P +12.4%
Buy
NetApp, Inc. - Common Stock
Feb 27
$1,001 - $15,000
Since public+83.6%S&P +12.4%
Buy
Microsoft Corporation - Common Stock
Feb 13
$1,001 - $15,000
Since public+20.1%S&P +12.4%
Buy
Kroger Company (The) Common Stock
Feb 26
$1,001 - $15,000
Since public−23.1%S&P +12.4%
Buy
iShares 7-10 Year Treasury Bond ETF
Feb 6
$1,001 - $15,000
Since public−5.0%S&P +12.4%
Buy
iShares 10-20 Year Treasury Bond ETF
Feb 6
$1,001 - $15,000
Since public−6.8%S&P +12.4%
Buy
iShares J.P. Morgan USD Emerging Markets Bond ETF
Feb 6
$1,001 - $15,000
Since public−1.9%S&P +12.4%
Buy
iShares CMBS ETF
Feb 6
$1,001 - $15,000
Since public−2.3%S&P +12.4%
Buy
Goldman Sachs Access Investment Grade Corporate Bond ETF
Feb 6
$1,001 - $15,000
Since public−4.0%S&P +12.4%
Buy
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
Feb 6
$15,001 - $50,000
Since public−1.6%S&P +12.4%
Filed Feb 15·Trades Jan 8 to Jan 29·14 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Union Pacific Corp
Jan 29
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
no ticker
SPYM
Jan 23
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
SPDR S&P MidCap 400 ETF Trust
Jan 23
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Omnicom Group Inc
Jan 29
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Omnicom Group Inc
Jan 15
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Micron Technology
Jan 26
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Micron Technology
Jan 8
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Lam Research Corp
Jan 8
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares S&P 500 Growth ETF
Jan 29
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Russell 2000 ETF
Jan 23
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Silver Trust
Jan 23
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Fiserv Inc
Jan 29
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
abrdn Physical Platinum Shares ETF
Jan 23
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
abrdn Physical Palladium Shares ETF
Jan 23
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Feb 15·Trades Jan 8 to Jan 29·23 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Visa Inc
Jan 15
$1,001 - $15,000
Since public+15.0%S&P +11.6%
Buy
Vanguard Global ex-U.S. Real Estate ETF
Jan 23
$1,001 - $15,000
Since public−11.8%S&P +11.6%
Buy
Tortoise Capital Series Trust Tortoise North Ameri
Jan 23
$1,001 - $15,000
Since public+7.6%S&P +11.6%
Buy
Sprott Lithium Miners ETF
Jan 23
$1,001 - $15,000
Since public−12.7%S&P +11.6%
Buy
Paypal Holdings
Jan 29
$1,001 - $15,000
Since public+27.8%S&P +11.6%
Buy
New World Fund Inc. Cl R-6
Jan 23
$1,001 - $15,000
Since public+10.4%S&P +11.6%
Buy
Netflix Inc
Jan 8
$1,001 - $15,000
Since public−1.3%S&P +11.6%
Buy
Janus Henderson Mortgage-Backed Securities ETF
Jan 23
$1,001 - $15,000
Since public−5.0%S&P +11.6%
Buy
iShares Core S&P 500 ETF
Jan 23
$1,001 - $15,000
Since public+11.7%S&P +11.6%
Buy
iShares CMBS Bond ETF
Jan 23
$1,001 - $15,000
Since public−3.2%S&P +11.6%
Buy
iShares MBS ETF
Jan 23
$1,001 - $15,000
Since public−4.3%S&P +11.6%
Buy
Invesco Short Term Treasury ETF
Jan 23
$1,001 - $15,000
Since public−0.1%S&P +11.6%
Buy
Goldman Sachs Access Investment Grade Corporate Bo
Jan 23
$1,001 - $15,000
Since public−4.8%S&P +11.6%
Buy
Goldman Sachs ActiveBeta Emerging Markets Equity E
Jan 23
$1,001 - $15,000
Since public+12.7%S&P +11.6%
Buy
First Trust Global Tactical Commodity Strategy Fun
Jan 23
$1,001 - $15,000
Since public+30.1%S&P +11.6%
Buy
First Trust Exchange-Traded Fund VIII FT Energy In
Jan 23
$1,001 - $15,000
Since public+4.3%S&P +11.6%
Buy
Exxon Mobil Corp
Jan 8
$1,001 - $15,000
Since public+12.3%S&P +11.6%
Buy
Eaton Corp
Jan 29
$1,001 - $15,000
Since public+6.1%S&P +11.6%
Buy
Walt Disney Company
Jan 8
$1,001 - $15,000
Since public−1.2%S&P +11.6%
Buy
Dexcom Inc
Jan 26
$1,001 - $15,000
Since public+19.1%S&P +11.6%
Buy
CVS Corp
Jan 29
$1,001 - $15,000
Since public+22.0%S&P +11.6%
Buy
Caterpillar Inc
Jan 29
$1,001 - $15,000
Since public+6.6%S&P +11.6%
Buy
Apple Inc
Jan 15
$1,001 - $15,000
Since public+19.5%S&P +11.6%
Filed Jan 13·Trades Dec 11, 2025 to Dec 31, 2025·8 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Super Micro Computer, Inc. - Common Stock
Dec 31, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
SPDR S&P Regional Banking ETF
Dec 26, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Motorola Solutions, Inc. Common Stock
Dec 17, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Silver Trust
Dec 24, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Invesco Short Term Treasury ETF
Dec 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Boston Scientific Corp
Dec 17, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
abrdn Physical Platinum Shares ETF
Dec 24, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
abrdn Physical Palladium Shares ETF
Dec 24, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Jan 13·Trades Dec 11, 2025 to Dec 31, 2025·8 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Wells Fargo & Company
Dec 17, 2025
$1,001 - $15,000
Since public+0.5%S&P +10.2%
Buy
Super Micro Computer
Dec 11, 2025
$1,001 - $15,000
Since public+37.7%S&P +10.2%
Buy
State Street SPDR Portfolio S&P 500 ETF
Dec 24, 2025
$15,001 - $50,000
Since public+10.5%S&P +10.2%
Buy
Microsoft Corp
Dec 17, 2025
$1,001 - $15,000
Since public+7.0%S&P +10.2%
Buy
iShares S&P 500 Growth ETF
Dec 31, 2025
$1,001 - $15,000
Since public+12.9%S&P +10.2%
Buy
iShares Core S&P Small-Cap ETF
Dec 26, 2025
$1,001 - $15,000
Since public+12.2%S&P +10.2%
Buy
Arista Networks, Inc. Common Stock
Dec 11, 2025
$1,001 - $15,000
Since public+54.2%S&P +10.2%
Buy
Apple Inc
Dec 17, 2025
$1,001 - $15,000
Since public+21.3%S&P +10.2%
Filed Dec 8, 2025·Trades Nov 6, 2025 to Nov 21, 2025·14 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Vanguard FTSE Developed Markets ETF
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Vanguard Global ex-U.S. Real Estate ETF
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Tortoise North Amer Pipeline Fund
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Salesforce Inc
Nov 13, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
American Funds - New World Fund Inc Class R-1 Sh
Nov 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Eli Lilly and Company
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Core S&P 500 ETF
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Russell 2000 ETF
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares MSCI EAFE ETF
Nov 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares MSCI All Country Asia ex Japan ETF
Nov 6, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity E
Nov 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Fiserv Inc
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust Global Tactical Commodity Strategy Fun
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust Exchange-Traded Fund VIII FT Energy In
Nov 21, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Dec 8, 2025·Trades Nov 6, 2025 to Nov 21, 2025·12 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Vanguard FTSE Developed Markets ETF
Nov 6, 2025
$1,001 - $15,000
Since public+17.8%S&P +11.6%
Buy
Vanguard FTSE Emerging Markets ETF
Nov 6, 2025
$1,001 - $15,000
Since public+12.5%S&P +11.6%
Buy
S&P Midcap 400 SPDR
Nov 21, 2025
$1,001 - $15,000
Since public+12.5%S&P +11.6%
Buy
Paypal Holdings
Nov 21, 2025
$1,001 - $15,000
Since public−14.2%S&P +11.6%
Buy
no ticker
META
Nov 13, 2025
$1,001 - $15,000
Since publicNot countednot a stock
Buy
Janus Henderson Mortgage-Backed Securities ETF
Nov 21, 2025
$1,001 - $15,000
Since public−3.5%S&P +11.6%
Buy
iShares CMBS Bond ETF
Nov 21, 2025
$1,001 - $15,000
Since public−1.8%S&P +11.6%
Buy
iShares MBS ETF
Nov 21, 2025
$1,001 - $15,000
Since public−2.7%S&P +11.6%
Buy
Goldman Sachs Access Investment Grade Corporate Bo
Nov 21, 2025
$1,001 - $15,000
Since public−3.8%S&P +11.6%
Buy
Arista Networks Inc
Nov 13, 2025
$1,001 - $15,000
Since public+48.4%S&P +11.6%
Buy
Amazon.com Inc
Nov 13, 2025
$1,001 - $15,000
Since public+10.7%S&P +11.6%
Buy
Westwood Smallcap Fund Class Y
Nov 20, 2025
$1,001 - $15,000
Since public+4.1%S&P +11.6%
Filed Nov 15, 2025·Trades Oct 3, 2025 to Oct 31, 2025·4 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Meta Platforms Inc
Oct 31, 2025
$1,001 - $15,000
Since public+8.6%S&P +14.4%
Buy
First Trust Global Tactical Commodity Strategy Fun
Oct 3, 2025
$1,001 - $15,000
Since public+16.6%S&P +14.4%
Buy
First Trust Exchange-Traded Fund VIII FT Energy In
Oct 3, 2025
$15,001 - $50,000
Since public+13.9%S&P +14.4%
Buy
Costco Wholesale
Oct 9, 2025
$1,001 - $15,000
Since public−1.1%S&P +14.4%
Filed Nov 15, 2025·Trades Oct 2, 2025 to Nov 3, 2025·8 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Tortoise North American Pipeline ETF
Nov 3, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Sprott Uranium Miners ETF
Oct 3, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Sprott Lithium Miners ETF
Oct 3, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Omnicom Group Inc
Oct 31, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Silver Trust
Oct 3, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Iqvia Holdings Inc
Oct 2, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust North American Energy Infrastructure F
Oct 3, 2025
$15,001 - $50,000
Since publicNot countedwe measure purchases only
Sell
COLGATE PALMOLIVE LTD.
Oct 9, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Oct 10, 2025·Trades Sep 12, 2025 to Sep 17, 2025·9 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Oracle Corp
Sep 12, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Micron Technology
Sep 17, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Janus Henderson Mortgage-Backed Securities ETF
Sep 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares CMBS Bond ETF
Sep 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares 20+ Year Treasury Bond ETF
Sep 16, 2025
$15,001 - $50,000
Since publicNot countedwe measure purchases only
Sell
iShares MBS ETF
Sep 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Agency Bond ETF
Sep 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Goldman Sachs Access Treasury 0-1 Year ETF
Sep 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Goldman Sachs Access Investment Grade Corporate Bo
Sep 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Oct 10, 2025·Trades Sep 4, 2025 to Sep 17, 2025·7 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Schwab U.S. TIPS ETF
Sep 16, 2025
$1,001 - $15,000
Since public−4.5%S&P +14.8%
Buy
iShares 7-10 Year Treasury Bond ETF
Sep 16, 2025
$15,001 - $50,000
Since public−5.2%S&P +14.8%
Buy
iShares 1-3 Year Treasury Bond ETF
Sep 16, 2025
$1,001 - $15,000
Since public−1.8%S&P +14.8%
Buy
iShares 3-7 Year Treasury Bond ETF
Sep 16, 2025
$15,001 - $50,000
Since public−3.8%S&P +14.8%
Buy
Eaton Corp
Sep 12, 2025
$1,001 - $15,000
Since public+10.6%S&P +14.8%
Buy
Alphabet Cl A
Sep 17, 2025
$15,001 - $50,000
Since public+35.4%S&P +14.8%
Buy
Adobe Systems Inc
Sep 4, 2025
$1,001 - $15,000
Since public−24.9%S&P +14.8%
Filed Sep 12, 2025·Trades Aug 1, 2025 to Aug 22, 2025·17 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Vanguard FTSE Developed Markets ETF
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Emerging Markets Fund Class Z
Aug 14, 2025
$15,001 - $50,000
Since publicNot countedwe measure purchases only
Sell
Emerging Markets Fund Class Z
Aug 7, 2025
$15,001 - $50,000
Since publicNot countedwe measure purchases only
Sell
Emerging Markets Fund Class Z
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Sprott Uranium Miners ETF
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Micron Technology
Aug 22, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Core S&P 500 ETF
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares MSCI EAFE ETF
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares Silver Trust
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Invesco Short Term Treasury ETF
Aug 1, 2025
$15,001 - $50,000
Since publicNot countedwe measure purchases only
Sell
Goldman Sachs Access Investment Grade Corporate Bo
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Goldman Sachs ActiveBeta Emerging Markets Equity E
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust North American Energy Infrastructure F
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
abrdn Physical Platinum Shares ETF
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
abrdn Physical Palladium Shares ETF
Aug 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Abbvie Inc
Aug 22, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Abbvie Inc
Aug 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Sep 12, 2025·Trades Aug 1, 2025 to Aug 22, 2025·21 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Vanguard Global ex-U.S. Real Estate ETF
Aug 1, 2025
$1,001 - $15,000
Since public−7.8%S&P +15.4%
Buy
Schwab U.S. TIPS ETF
Aug 1, 2025
$1,001 - $15,000
Since public−4.7%S&P +15.4%
Buy
Nvidia Corp
Aug 22, 2025
$1,001 - $15,000
Since public+25.8%S&P +15.4%
Buy
New World Fund Inc. Cl R-6
Aug 14, 2025
$15,001 - $50,000
Since public+16.5%S&P +15.4%
Buy
New World Fund Inc. Cl R-6
Aug 7, 2025
$15,001 - $50,000
Since public+16.5%S&P +15.4%
Buy
New World Fund Inc. Cl R-6
Aug 1, 2025
$1,001 - $15,000
Since public+16.5%S&P +15.4%
Buy
Eli Lilly and Company
Aug 22, 2025
$1,001 - $15,000
Since public+50.3%S&P +15.4%
Buy
Eli Lilly and Company
Aug 11, 2025
$1,001 - $15,000
Since public+50.3%S&P +15.4%
Buy
Janus Henderson Mortgage-Backed Securities ETF
Aug 1, 2025
$1,001 - $15,000
Since public−4.4%S&P +15.4%
Buy
iShares Russell 2000 ETF
Aug 1, 2025
$1,001 - $15,000
Since public+21.4%S&P +15.4%
Buy
iShares 7-10 Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−5.4%S&P +15.4%
Buy
iShares 1-3 Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−1.6%S&P +15.4%
Buy
iShares 10-20 Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−7.4%S&P +15.4%
Buy
iShares CMBS Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−2.2%S&P +15.4%
Buy
iShares 3-7 Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−3.8%S&P +15.4%
Buy
iShares 20+ Year Treasury Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−9.4%S&P +15.4%
Buy
iShares MBS ETF
Aug 1, 2025
$1,001 - $15,000
Since public−3.7%S&P +15.4%
Buy
iShares Agency Bond ETF
Aug 1, 2025
$1,001 - $15,000
Since public−2.3%S&P +15.4%
Buy
Goldman Sachs ActiveBeta Emerging Markets Equity E
Aug 1, 2025
$1,001 - $15,000
Since public+29.1%S&P +15.4%
Buy
Westwood Smallcap Fund Class Y
Aug 1, 2025
$1,001 - $15,000
Since public+1.5%S&P +15.4%
Buy
Advanced Micro Devices, Inc. - Common Stock
Aug 7, 2025
$1,001 - $15,000
Since public+223.3%S&P +15.4%
Filed Aug 6, 2025·Trades Jul 8, 2025 to Jul 31, 2025·4 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Walmart Inc
Jul 31, 2025
$1,001 - $15,000
Since public+2.6%S&P +20.4%
Buy
Goldman Sachs Access Investment Grade Corporate Bo
Jul 8, 2025
$1,001 - $15,000
Since public−3.2%S&P +20.4%
Buy
General Electric Company
Jul 31, 2025
$1,001 - $15,000
Since public+19.6%S&P +20.4%
Buy
no ticker
BRK-B - Berkshire Hathaway Inc Class B
Jul 24, 2025
$1,001 - $15,000
Since publicNot countednot a stock
Filed Aug 6, 2025·Trades Jul 1, 2025 to Jul 31, 2025·5 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Mondelez Intl Inc
Jul 31, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Micron Technology
Jul 1, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
JP Morgan Chase & Company
Jul 24, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares iBoxx $ High Yield Corporate Bond ETF
Jul 8, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
General Dynamics Corp
Jul 31, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Jul 9, 2025·Traded Jun 11, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Invesco Short Term Treasury ETF
Jun 11, 2025
$1,001 - $15,000
Since public+0.1%S&P +21.6%
Buy
Broadcom Inc. - Common Stock
Jun 11, 2025
$1,001 - $15,000
Since public+32.3%S&P +21.6%
Filed Jul 9, 2025·Traded Jun 11, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Unitedhealth Group Inc
Jun 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Micron Technology
Jun 11, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Jul 9, 2025·Trades May 13, 2025 to May 30, 2025·10 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Raytheon Technologies Corp
May 30, 2025
$1,001 - $15,000
Since public+34.9%S&P +21.6%
Buy
Nvidia Corp
May 13, 2025
$1,001 - $15,000
Since public+36.3%S&P +21.6%
Buy
Meta Platforms Inc
May 30, 2025
$1,001 - $15,000
Since public−10.1%S&P +21.6%
Buy
Meta Platforms Inc
May 16, 2025
$1,001 - $15,000
Since public−10.1%S&P +21.6%
Buy
Home Depot
May 20, 2025
$1,001 - $15,000
Since public−16.8%S&P +21.6%
Buy
Home Depot
May 16, 2025
$1,001 - $15,000
Since public−16.8%S&P +21.6%
Buy
Broadcom Inc. - Common Stock
May 13, 2025
$1,001 - $15,000
Since public+32.3%S&P +21.6%
Buy
Atmos Energy Corp
May 20, 2025
$1,001 - $15,000
Since public+7.9%S&P +21.6%
Buy
Amazon.com Inc
May 16, 2025
$1,001 - $15,000
Since public+13.6%S&P +21.6%
Buy
Alphabet Cl A
May 20, 2025
$1,001 - $15,000
Since public+86.2%S&P +21.6%
Filed Jun 14, 2025·Trades May 13, 2025 to May 30, 2025·10 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Raytheon Technologies Corp
May 30, 2025
$1,001 - $15,000
Since public+34.9%S&P +26.6%
Buy
Nvidia Corp
May 13, 2025
$1,001 - $15,000
Since public+54.6%S&P +26.6%
Buy
Meta Platforms Inc
May 30, 2025
$1,001 - $15,000
Since public−6.9%S&P +26.6%
Buy
Meta Platforms Inc
May 16, 2025
$1,001 - $15,000
Since public−6.9%S&P +26.6%
Buy
Home Depot
May 20, 2025
$1,001 - $15,000
Since public−12.2%S&P +26.6%
Buy
Home Depot
May 16, 2025
$1,001 - $15,000
Since public−12.2%S&P +26.6%
Buy
no ticker
Broadcom Inc. - Common Stock
May 13, 2025
$1,001 - $15,000
Since publicNot countednot a stock
Buy
Atmos Energy Corp
May 20, 2025
$1,001 - $15,000
Since public+9.6%S&P +26.6%
Buy
Amazon.com Inc
May 16, 2025
$1,001 - $15,000
Since public+16.8%S&P +26.6%
Buy
Alphabet Cl A
May 20, 2025
$1,001 - $15,000
Since public+87.1%S&P +26.6%
Filed Jun 14, 2025·Trades May 13, 2025 to May 30, 2025·7 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Valero Energy Corp
May 13, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
NRG Energy
May 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Lowe's Companies
May 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Invesco Short Term Treasury ETF
May 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
General Dynamics Corp
May 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Fortune Brands Innovations Inc
May 30, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Dte Energy Company
May 20, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed May 14, 2025·Trades Apr 8, 2025 to Apr 22, 2025·9 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Unitedhealth Group Inc
Apr 16, 2025
$1,001 - $15,000
Since public+43.3%S&P +29.1%
Buy
Oracle Corp
Apr 16, 2025
$1,001 - $15,000
Since public+1.4%S&P +29.1%
Buy
Microsoft Corp
Apr 22, 2025
$1,001 - $15,000
Since public+8.5%S&P +29.1%
Buy
Microsoft Corp
Apr 16, 2025
$1,001 - $15,000
Since public+8.5%S&P +29.1%
Buy
Meta Platforms Inc
Apr 15, 2025
$1,001 - $15,000
Since public+1.5%S&P +29.1%
Buy
iShares iBoxx $ High Yield Corporate Bond ETF
Apr 9, 2025
$1,001 - $15,000
Since public−0.4%S&P +29.1%
Buy
COLGATE PALMOLIVE LTD.
Apr 8, 2025
$1,001 - $15,000
Since publicNot yetno closing prices for this company yet
Buy
First Trust Global Tactical Commodity Strategy Fun
Apr 8, 2025
$1,001 - $15,000
Since public+28.0%S&P +29.1%
Buy
Broadcom Inc. - Common Stock
Apr 8, 2025
$1,001 - $15,000
Since public+56.6%S&P +29.1%
Filed May 14, 2025·Trades Apr 8, 2025 to Apr 22, 2025·8 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Salesforce Inc
Apr 22, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Lam Research Corp
Apr 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
JP Morgan Chase & Company
Apr 8, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares S&P 500 Growth ETF
Apr 8, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares 1-3 Year Treasury Bond ETF
Apr 9, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Gilead Sciences Inc
Apr 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Bank of America Corp
Apr 15, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Applied Materials
Apr 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Apr 20, 2025·Trades Mar 5, 2025 to Mar 19, 2025·3 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Invesco Short Term Treasury ETF
Mar 19, 2025
$1,001 - $15,000
Since public+0.3%S&P +48.0%
Buy
Invesco Short Term Treasury ETF
Mar 5, 2025
$1,001 - $15,000
Since public+0.3%S&P +48.0%
Buy
Applied Materials
Mar 19, 2025
$1,001 - $15,000
Since public+245.9%S&P +48.0%
Filed Apr 20, 2025·Traded Mar 19, 2025·2 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
iShares S&P 500 Growth ETF
Mar 19, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Dte Energy Company
Mar 19, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Mar 6, 2025·Trades Feb 4, 2025 to Feb 26, 2025·10 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Restaurant Brands International
Feb 4, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Pfizer Inc
Feb 13, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Lam Research Corp
Feb 5, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
JP Morgan Chase & Company
Feb 5, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares S&P 500 Growth ETF
Feb 26, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares S&P 500 Growth ETF
Feb 14, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust Global Tactical Commodity Strategy Fun
Feb 26, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
First Trust North American Energy Infrastructure F
Feb 26, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Walt Disney Company
Feb 13, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Bank of America Corp
Feb 5, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Mar 6, 2025·Trades Feb 4, 2025 to Feb 26, 2025·15 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Sprott Uranium Miners ETF
Feb 25, 2025
$1,001 - $15,000
Since public+70.3%S&P +32.3%
Buy
Sprott Lithium Miners ETF
Feb 26, 2025
$1,001 - $15,000
Since public+80.6%S&P +32.3%
Buy
Nvidia Corp
Feb 26, 2025
$1,001 - $15,000
Since public+98.5%S&P +32.3%
Buy
Motorola Solutions
Feb 26, 2025
$1,001 - $15,000
Since public+8.7%S&P +32.3%
Buy
Microsoft Corp
Feb 14, 2025
$1,001 - $15,000
Since public+25.0%S&P +32.3%
Buy
Microsoft Corp
Feb 5, 2025
$1,001 - $15,000
Since public+25.0%S&P +32.3%
Buy
Mastercard Inc
Feb 5, 2025
$1,001 - $15,000
Since public+3.8%S&P +32.3%
Buy
Invesco Short Term Treasury ETF
Feb 26, 2025
$1,001 - $15,000
Since public+0.1%S&P +32.3%
Buy
Ecolab Inc
Feb 26, 2025
$1,001 - $15,000
Since public+1.1%S&P +32.3%
Buy
Boston Scientific Corp
Feb 13, 2025
$1,001 - $15,000
Since public−54.6%S&P +32.3%
Buy
American Express Company
Feb 26, 2025
$1,001 - $15,000
Since public+17.8%S&P +32.3%
Buy
American Express Company
Feb 5, 2025
$1,001 - $15,000
Since public+17.8%S&P +32.3%
Buy
Amazon.com Inc
Feb 26, 2025
$1,001 - $15,000
Since public+26.7%S&P +32.3%
Buy
Amazon.com Inc
Feb 4, 2025
$1,001 - $15,000
Since public+26.7%S&P +32.3%
Buy
Alphabet Cl A
Feb 13, 2025
$1,001 - $15,000
Since public+90.2%S&P +32.3%
Filed Feb 8, 2025·Trades Jan 14, 2025 to Jan 28, 2025·6 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Buy
Salesforce Inc
Jan 14, 2025
$1,001 - $15,000
Since public−25.4%S&P +25.9%
Buy
Nvidia Corp
Jan 14, 2025
$1,001 - $15,000
Since public+67.5%S&P +25.9%
Buy
NRG Energy, Inc. Common Stock
Jan 28, 2025
$1,001 - $15,000
Since public+9.7%S&P +25.9%
Buy
Mastercard Incorporated Common Stock
Jan 14, 2025
$1,001 - $15,000
Since public+0.4%S&P +25.9%
Buy
Invesco Short Term Treasury ETF
Jan 28, 2025
$1,001 - $15,000
Since public+0.1%S&P +25.9%
Buy
Invesco Short Term Treasury ETF
Jan 16, 2025
$1,001 - $15,000
Since public+0.1%S&P +25.9%
Filed Feb 8, 2025·Trades Jan 14, 2025 to Jan 28, 2025·6 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
SPDR??S&P 500? ETF Trust
Jan 16, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
iShares S&P 500 Growth ETF
Jan 28, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Invesco QQQ Trust, Series 1
Jan 14, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
HP Inc
Jan 28, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Ebay Inc
Jan 14, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Sell
Cisco Systems Inc
Jan 14, 2025
$1,001 - $15,000
Since publicNot countedwe measure purchases only
Filed Jan 14, 2025·Traded Dec 23, 2024·1 trade
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Since public, S&P
Sell
Applied Materials, Inc. - Common Stock
Dec 23, 2024
$1,001 - $15,000
Since publicNot countedwe measure purchases only

"Public" is the day the report appeared on the index it was filed on. It is left out for reports we caught up on later, where we did not see the day it was posted.

Portrait: the official Senate photo, a United States government work. Information, not advice.