Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Alphabet Inc. - Class C Capital Stock
Jan 2, 2025
$1,001 - $15,000
6 months−4.2%S&P +8.0%
Buy
Amazon.com, Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+2.2%S&P +8.0%
Buy
Amazon.com, Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+2.2%S&P +8.0%
Buy
Amphenol Corporation Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+47.8%S&P +8.0%
Buy
Apple Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months−10.1%S&P +8.0%
Buy
Arista Networks, Inc. Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months−3.9%S&P +8.0%
Buy
AT&T Inc.
Jan 2, 2025
$1,001 - $15,000
6 months+27.6%S&P +8.0%
Buy
BlackRock, Inc. Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+14.5%S&P +8.0%
Buy
BlackRock, Inc. Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+14.5%S&P +8.0%
Buy
Broadcom Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+25.3%S&P +8.0%
Buy
Churchill Downs, Incorporated - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months−17.8%S&P +8.0%
Buy
Costco Wholesale Corporation - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+3.1%S&P +8.0%
Buy
Costco Wholesale Corporation - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+3.1%S&P +8.0%
Buy
Dover Corporation Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+1.1%S&P +8.0%
Buy
Home Depot, Inc.
Jan 2, 2025
$1,001 - $15,000
6 months−7.0%S&P +8.0%
Buy
Home Depot, Inc.
Jan 2, 2025
$1,001 - $15,000
6 months−7.0%S&P +8.0%
Buy
Microsoft Corporation - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+21.7%S&P +8.0%
Buy
Netflix, Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+48.8%S&P +8.0%
Buy
NVIDIA Corporation - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+28.6%S&P +8.0%
Buy
Palo Alto Networks, Inc.
Jan 2, 2025
$1,001 - $15,000
6 months+14.8%S&P +8.0%
Buy
PayPal Holdings, Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months−13.1%S&P +8.0%
Buy
Salesforce, Inc. Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months−18.9%S&P +8.0%
Buy
SoFi Technologies, Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+52.0%S&P +8.0%
Buy
SoFi Technologies, Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+52.0%S&P +8.0%
Sell
Southwest Airlines Company Common Stock
Dec 31, 2024
$1,001 - $15,000
After selling, 6 months−7.9 pointsstock +15.9%, S&P +8.0%
Buy
The Trade Desk, Inc. - Class A Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months−31.2%S&P +8.0%
Buy
Uber Technologies, Inc. Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+38.1%S&P +8.0%
Buy
VeriSign, Inc. - Common Stock
Jan 2, 2025
$1,001 - $15,000
6 months+35.5%S&P +8.0%