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Julia Letlow

HouseRepresentative · Rep · Louisiana, 5th district
Committee on AppropriationsCommittee on Education and Workforce
Alert me on this person
+1.0%
Return per decision, 3 monthsS&P +3.3%
That is −2.3 points vs the S&P

Record

Same numbers as the leaderboard

115
Decisions
106
Companies
+1.0%
Return
+3.3%
S&P same days
−2.3
vs S&P
49%
Up
+1.3
After selling, 72 sales

Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 135 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. "After selling" is what the stock did after each sale against the S&P over the same days, sign flipped, so a positive number means the stock fell behind the market after the sale. Sales never count toward the record, a signal or a score.

Committees

Current Congress, from the House Clerk
Appropriations
Education and Workforce
0 of 255 reported trades are in industries these committees oversee.How this is decided
Reports 2 reports · 255 trades · newest first
Filed Mar 12·Trades Feb 2 to Feb 20·32 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
3M Company Common Stock
Feb 2
$1,001 - $15,000
After selling, 6 months+7.2 pointsstock +8.3%, S&P +15.5%
Sell
3M Company Common Stock
Feb 4
$1,001 - $15,000
After selling, 6 months+7.2 pointsstock +8.3%, S&P +15.5%
Buy
Advanced Micro Devices, Inc.
Feb 2
$1,001 - $15,000
6 months+155.1%S&P +15.5%
Buy
Apple Inc. - Common Stock
Feb 2
$1,001 - $15,000
6 months+33.4%S&P +15.5%
Sell
AT&T Inc.
Feb 12
$1,001 - $15,000
After selling, 6 months+17.6 pointsstock −2.1%, S&P +15.5%
Buy
Boeing Company
Feb 2
$1,001 - $15,000
6 months+0.2%S&P +15.5%
Sell
Broadcom Inc. - Common Stock
Feb 12
$1,001 - $15,000
After selling, 6 months+8.1 pointsstock +7.4%, S&P +15.5%
Sell
BXP, Inc. Common Stock
Feb 20
$1,001 - $15,000
After selling, 6 months−11.5 pointsstock +27.0%, S&P +15.5%
Buy
Cisco Systems, Inc. - Common Stock
Feb 2
$1,001 - $15,000
6 months+41.8%S&P +15.5%
Buy
Cummins Inc. Common Stock
Feb 4
$1,001 - $15,000
6 months+1.7%S&P +15.5%
Sell
Expand Energy Corporation - Common Stock
Feb 17
$1,001 - $15,000
After selling, 6 months+27.2 pointsstock −11.7%, S&P +15.5%
Buy
Extra Space Storage Inc Common Stock
Feb 12
$1,001 - $15,000
6 months+0.9%S&P +15.5%
Sell
HF Sinclair Corporation Common Stock
Feb 20
$1,001 - $15,000
After selling, 6 months−78.8 pointsstock +94.3%, S&P +15.5%
Sell
Humana Inc. Common Stock
Feb 10
$1,001 - $15,000
After selling, 6 months−132.4 pointsstock +147.9%, S&P +15.5%
Sell
ICON plc - Ordinary Shares
Feb 12
$1,001 - $15,000
After selling, 6 months−56.3 pointsstock +71.8%, S&P +15.5%
Buy
International Business Machines Corporation Common Stock
Feb 2
$1,001 - $15,000
6 months+2.6%S&P +15.5%
Sell
Intuit Inc. - Common Stock
Feb 2
$1,001 - $15,000
After selling, 6 months+37.8 pointsstock −22.3%, S&P +15.5%
Buy
Leonardo DRS, Inc. - Common Stock
Feb 2
$1,001 - $15,000
6 months−20.4%S&P +15.5%
Sell
McCormick & Company, Incorporated Common Stock
Feb 2
$1,001 - $15,000
After selling, 6 months+27.5 pointsstock −12.0%, S&P +15.5%
Buy
Meta Platforms, Inc. - Class A Common Stock
Feb 12
$1,001 - $15,000
6 months+8.6%S&P +15.5%
Sell
Microsoft Corporation - Common Stock
Feb 2
$1,001 - $15,000
After selling, 6 months−12.8 pointsstock +28.3%, S&P +15.5%
Buy
Pepsico, Inc.
Feb 5
$1,001 - $15,000
6 months−12.9%S&P +15.5%
Sell
Philip Morris International Inc Common Stock
Feb 5
$1,001 - $15,000
After selling, 6 months+2.0 pointsstock +13.5%, S&P +15.5%
Buy
Procter & Gamble Company
Feb 2
$1,001 - $15,000
6 months−1.6%S&P +15.5%
Sell
Public Service Enterprise Group Incorporated Common Stock
Feb 17
$1,001 - $15,000
After selling, 6 months+29.3 pointsstock −13.8%, S&P +15.5%
Buy
Regeneron Pharmaceuticals, Inc. - Common Stock
Feb 12
$1,001 - $15,000
6 months+6.7%S&P +15.5%
Sell
Salesforce, Inc. Common Stock
Feb 2
$1,001 - $15,000
After selling, 6 months−19.7 pointsstock +35.2%, S&P +15.5%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Feb 2
$1,001 - $15,000
6 months+24.2%S&P +15.5%
Sell
Take-Two Interactive Software, Inc. - Common Stock
Feb 12
$1,001 - $15,000
After selling, 6 months+8.6 pointsstock +6.9%, S&P +15.5%
Buy
The Travelers Companies, Inc. Common Stock
Feb 20
$1,001 - $15,000
6 months+25.9%S&P +15.5%
Sell
United Rentals, Inc. Common Stock
Feb 2
$1,001 - $15,000
After selling, 6 months−19.8 pointsstock +35.3%, S&P +15.5%
Buy
Vistra Corp. Common Stock
Feb 17
$1,001 - $15,000
6 months−11.2%S&P +15.5%
Filed Jan 13·Trades Oct 23, 2024 to Dec 17, 2025·223 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
3M Company Common Stock
Jan 17, 2025
$1,001 - $15,000
6 months−5.1%S&P +8.2%
Buy
Abbott Laboratories Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−18.0%S&P +8.2%
Sell
Abbott Laboratories Common Stock
Dec 8, 2025
$1,001 - $15,000
After selling, 6 months+26.2 pointsstock −18.0%, S&P +8.2%
Sell
AbbVie Inc. Common Stock
Dec 8, 2025
$1,001 - $15,000
After selling, 6 months−9.2 pointsstock +17.4%, S&P +8.2%
Buy
AbbVie Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+17.4%S&P +8.2%
Sell
AbbVie Inc. Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−9.2 pointsstock +17.4%, S&P +8.2%
Buy
AbbVie Inc. Common Stock
Apr 28, 2025
$1,001 - $15,000
6 months+17.4%S&P +8.2%
Sell
Accenture plc Class A Ordinary Shares
Jul 24, 2025
$1,001 - $15,000
After selling, 6 months+57.4 pointsstock −49.2%, S&P +8.2%
Sell
Accenture plc Class A Ordinary Shares
Jan 15, 2025
$1,001 - $15,000
After selling, 6 months+57.4 pointsstock −49.2%, S&P +8.2%
Buy
Accenture plc Class A Ordinary Shares
Apr 22, 2025
$1,001 - $15,000
6 months−49.2%S&P +8.2%
Buy
Accenture plc Class A Ordinary Shares
Oct 23, 2024
$1,001 - $15,000
6 months−49.2%S&P +8.2%
Buy
Adobe Inc. - Common Stock
Jan 24, 2025
$1,001 - $15,000
6 months−22.1%S&P +8.2%
Sell
Adobe Inc. - Common Stock
Oct 16, 2025
$1,001 - $15,000
After selling, 6 months+30.3 pointsstock −22.1%, S&P +8.2%
Buy
Advanced Micro Devices, Inc.
Jun 17, 2025
$1,001 - $15,000
6 months+121.7%S&P +8.2%
Buy
Albertsons Companies, Inc. Class A Common Stock
Jan 24, 2025
$1,001 - $15,000
6 months−13.1%S&P +8.2%
Sell
Albertsons Companies, Inc. Class A Common Stock
Aug 26, 2025
$1,001 - $15,000
After selling, 6 months+21.3 pointsstock −13.1%, S&P +8.2%
Buy
Alcoa Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−31.7%S&P +8.2%
Buy
Alphabet Inc. - Class A Common Stock
Jul 2, 2025
$1,001 - $15,000
6 months+3.4%S&P +8.2%
Buy
Amazon.com, Inc. - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+4.5%S&P +8.2%
Buy
Amazon.com, Inc. - Common Stock
Oct 1, 2025
$1,001 - $15,000
6 months+4.5%S&P +8.2%
Sell
Amazon.com, Inc. - Common Stock
Oct 22, 2025
$1,001 - $15,000
After selling, 6 months+3.7 pointsstock +4.5%, S&P +8.2%
Buy
American Financial Group, Inc. Common Stock
Nov 19, 2024
$1,001 - $15,000
6 months+11.0%S&P +8.2%
Sell
American Financial Group, Inc. Common Stock
Feb 24, 2025
$1,001 - $15,000
After selling, 6 months−2.8 pointsstock +11.0%, S&P +8.2%
Buy
American International Group, Inc. New Common Stock
Feb 24, 2025
$1,001 - $15,000
6 months+11.6%S&P +8.2%
Sell
American International Group, Inc. New Common Stock
Jul 25, 2025
$1,001 - $15,000
After selling, 6 months−3.4 pointsstock +11.6%, S&P +8.2%
Buy
Amgen Inc. - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+13.0%S&P +8.2%
Sell
Amgen Inc. - Common Stock
Nov 19, 2024
$1,001 - $15,000
After selling, 6 months−4.8 pointsstock +13.0%, S&P +8.2%
Buy
no ticker
Anheuser Busch InBev Fin
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
Apple Inc. - Common Stock
Oct 23, 2024
$15,001 - $50,000
6 months+28.6%S&P +8.2%
Buy
Apple Inc. - Common Stock
Jan 31, 2025
$1,001 - $15,000
6 months+28.6%S&P +8.2%
Sell
Apple Inc. - Common Stock
Dec 18, 2024
$1,001 - $15,000
After selling, 6 months−20.4 pointsstock +28.6%, S&P +8.2%
Sell
Apple Inc. - Common Stock
May 1, 2025
$1,001 - $15,000
After selling, 6 months−20.4 pointsstock +28.6%, S&P +8.2%
Sell
Arthur J. Gallagher & Co. Common Stock
Jul 29, 2025
$1,001 - $15,000
After selling, 6 months+8.8 pointsstock −0.6%, S&P +8.2%
Buy
Arthur J. Gallagher & Co. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−0.6%S&P +8.2%
Buy
Aspen Technology, Inc. - Common Stock
Oct 23, 2024
$1,001 - $15,000
Not yettoo few closes after it became public
Sell
Aspen Technology, Inc. - Common Stock
Dec 6, 2024
$1,001 - $15,000
After sellingNot yettoo few closes after it became public
Buy
Assurant, Inc. Common Stock
Aug 26, 2025
$1,001 - $15,000
6 months+17.2%S&P +8.2%
Buy
AstraZeneca PLC - American Depositary Shares
Dec 8, 2025
$1,001 - $15,000
6 months−10.5%S&P +8.2%
Sell
AT&T Inc.
Jul 2, 2025
$1,001 - $15,000
After selling, 6 months+13.6 pointsstock −5.4%, S&P +8.2%
Buy
AT&T Inc.
Oct 23, 2024
$1,001 - $15,000
6 months−5.4%S&P +8.2%
Buy
no ticker
AT&T Inc.
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Sell
Boeing Company
Jul 25, 2025
$1,001 - $15,000
After selling, 6 months+20.0 pointsstock −11.8%, S&P +8.2%
Buy
Boeing Company
Oct 23, 2024
$1,001 - $15,000
6 months−11.8%S&P +8.2%
Buy
Booz Allen Hamilton Holding Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−31.3%S&P +8.2%
Buy
Bristol-Myers Squibb Company Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+8.8%S&P +8.2%
Sell
Bristol-Myers Squibb Company Common Stock
Apr 28, 2025
$1,001 - $15,000
After selling, 6 months−0.6 pointsstock +8.8%, S&P +8.2%
Sell
Broadcom Inc. - Common Stock
Dec 18, 2024
$1,001 - $15,000
After selling, 6 months−1.3 pointsstock +9.5%, S&P +8.2%
Buy
Broadcom Inc. - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+9.5%S&P +8.2%
Sell
Broadcom Inc. - Common Stock
Oct 16, 2025
$1,001 - $15,000
After selling, 6 months−1.3 pointsstock +9.5%, S&P +8.2%
Buy
BXP, Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+7.8%S&P +8.2%
Buy
Centene Corporation Common Stock
Apr 14, 2025
$1,001 - $15,000
6 months+43.9%S&P +8.2%
Sell
Centene Corporation Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−35.7 pointsstock +43.9%, S&P +8.2%
Sell
CF Industries Holdings, Inc. Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−35.9 pointsstock +44.1%, S&P +8.2%
Buy
CF Industries Holdings, Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+44.1%S&P +8.2%
Buy
Chevron Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+14.2%S&P +8.2%
Buy
Chipotle Mexican Grill, Inc. Common Stock
Aug 26, 2025
$1,001 - $15,000
6 months−15.2%S&P +8.2%
Sell
Chipotle Mexican Grill, Inc. Common Stock
Nov 3, 2025
$1,001 - $15,000
After selling, 6 months+23.4 pointsstock −15.2%, S&P +8.2%
Buy
Cisco Systems, Inc. - Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+51.8%S&P +8.2%
Sell
Citigroup, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−8.0 pointsstock +16.2%, S&P +8.2%
Buy
Citigroup, Inc. Common Stock
Jan 31, 2025
$1,001 - $15,000
6 months+16.2%S&P +8.2%
Buy
Coca-Cola Company
Nov 3, 2025
$1,001 - $15,000
6 months+15.7%S&P +8.2%
Sell
no ticker
CVS Health Corp
Dec 11, 2024
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
CVS Health Corp
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
Danaher Corporation Common Stock
Apr 28, 2025
$1,001 - $15,000
6 months−14.0%S&P +8.2%
Buy
Deere & Company Common Stock
Jan 31, 2025
$1,001 - $15,000
6 months+17.3%S&P +8.2%
Sell
Deere & Company Common Stock
Sep 22, 2025
$1,001 - $15,000
After selling, 6 months−9.1 pointsstock +17.3%, S&P +8.2%
Buy
Devon Energy Corporation Common Stock
Dec 8, 2025
$1,001 - $15,000
6 months+17.0%S&P +8.2%
Buy
Dollar Tree, Inc. - Common Stock
Sep 17, 2025
$1,001 - $15,000
6 months−10.2%S&P +8.2%
Sell
Dover Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+2.9 pointsstock +5.3%, S&P +8.2%
Buy
Dropbox, Inc. - Class A Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+14.1%S&P +8.2%
Sell
Dropbox, Inc. - Class A Common Stock
Apr 22, 2025
$1,001 - $15,000
After selling, 6 months−5.9 pointsstock +14.1%, S&P +8.2%
Buy
Duke Energy Corporation
Oct 23, 2024
$1,001 - $15,000
6 months+7.1%S&P +8.2%
Buy
Dycom Industries, Inc. Common Stock
Sep 22, 2025
$1,001 - $15,000
6 months+15.0%S&P +8.2%
Buy
Expand Energy Corporation - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−12.2%S&P +8.2%
Sell
Expand Energy Corporation - Common Stock
Jul 25, 2025
$1,001 - $15,000
After selling, 6 months+20.4 pointsstock −12.2%, S&P +8.2%
Buy
Extra Space Storage Inc Common Stock
Feb 7, 2025
$1,001 - $15,000
6 months+4.7%S&P +8.2%
Sell
Extra Space Storage Inc Common Stock
Nov 3, 2025
$1,001 - $15,000
After selling, 6 months+3.5 pointsstock +4.7%, S&P +8.2%
Buy
Gates Industrial Corporation plc Ordinary Shares
Sep 22, 2025
$1,001 - $15,000
Not yetreported before our prices begin
Sell
Globant S.A. Common Shares
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months+60.8 pointsstock −52.6%, S&P +8.2%
Buy
Globant S.A. Common Shares
Jul 25, 2025
$1,001 - $15,000
6 months−52.6%S&P +8.2%
Buy
Globant S.A. Common Shares
Feb 28, 2025
$1,001 - $15,000
6 months−52.6%S&P +8.2%
Sell
Goldman Sachs Group, Inc.
Jul 24, 2025
$1,001 - $15,000
After selling, 6 months−7.1 pointsstock +15.3%, S&P +8.2%
Buy
Goldman Sachs Group, Inc.
Oct 23, 2024
$1,001 - $15,000
6 months+15.3%S&P +8.2%
Sell
Hewlett Packard Enterprise Company Common Stock
Mar 13, 2025
$1,001 - $15,000
After selling, 6 months−101.1 pointsstock +109.3%, S&P +8.2%
Buy
Hewlett Packard Enterprise Company Common Stock
Jan 24, 2025
$1,001 - $15,000
6 months+109.3%S&P +8.2%
Buy
HF Sinclair Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+78.0%S&P +8.2%
Sell
HF Sinclair Corporation Common Stock
Aug 8, 2025
$1,001 - $15,000
After selling, 6 months−69.8 pointsstock +78.0%, S&P +8.2%
Buy
Humana Inc. Common Stock
Aug 8, 2025
$1,001 - $15,000
6 months+47.0%S&P +8.2%
Buy
Icon Energy Corp. - Common stock
Dec 8, 2025
$1,001 - $15,000
6 months−66.9%S&P +8.2%
Buy
Ingersoll Rand Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−4.3%S&P +8.2%
Sell
Ingersoll Rand Inc. Common Stock
Jan 31, 2025
$1,001 - $15,000
After selling, 6 months+12.5 pointsstock −4.3%, S&P +8.2%
Buy
Intel Corporation - Common Stock
Sep 22, 2025
$1,001 - $15,000
6 months+95.1%S&P +8.2%
Buy
Intercontinental Exchange Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−18.7%S&P +8.2%
Buy
International Business Machines Corporation Common Stock
Oct 22, 2025
$1,001 - $15,000
6 months−30.3%S&P +8.2%
Buy
Intuit Inc. - Common Stock
Oct 1, 2025
$1,001 - $15,000
6 months−48.2%S&P +8.2%
Sell
Johnson Controls International plc Ordinary Share
Oct 2, 2025
$1,001 - $15,000
After selling, 6 months−17.8 pointsstock +26.0%, S&P +8.2%
Sell
Johnson Controls International plc Ordinary Share
Jul 25, 2025
$1,001 - $15,000
After selling, 6 months−17.8 pointsstock +26.0%, S&P +8.2%
Buy
Johnson Controls International plc Ordinary Share
Mar 19, 2025
$1,001 - $15,000
6 months+26.0%S&P +8.2%
Buy
JP Morgan Chase & Co. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+11.9%S&P +8.2%
Buy
no ticker
JPMorgan Chase & Co
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
Kenvue Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+13.5%S&P +8.2%
Sell
Kenvue Inc. Common Stock
Oct 1, 2025
$1,001 - $15,000
After selling, 6 months−5.3 pointsstock +13.5%, S&P +8.2%
Buy
Las Vegas Sands Corp. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−23.4%S&P +8.2%
Sell
Las Vegas Sands Corp. Common Stock
May 8, 2025
$1,001 - $15,000
After selling, 6 months+31.6 pointsstock −23.4%, S&P +8.2%
Buy
Lowe's Companies, Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−23.4%S&P +8.2%
Buy
Lowe's Companies, Inc. Common Stock
Aug 8, 2025
$1,001 - $15,000
6 months−23.4%S&P +8.2%
Buy
McCormick & Company, Incorporated Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−23.2%S&P +8.2%
Buy
McKesson Corporation Common Stock
Dec 18, 2024
$1,001 - $15,000
6 months+1.1%S&P +8.2%
Buy
Meta Platforms, Inc. - Class A Common Stock
Jan 31, 2025
$1,001 - $15,000
6 months+5.1%S&P +8.2%
Sell
Meta Platforms, Inc. - Class A Common Stock
Feb 7, 2025
$1,001 - $15,000
After selling, 6 months+3.1 pointsstock +5.1%, S&P +8.2%
Sell
Meta Platforms, Inc. - Class A Common Stock
Jul 2, 2025
$1,001 - $15,000
After selling, 6 months+3.1 pointsstock +5.1%, S&P +8.2%
Buy
Meta Platforms, Inc. - Class A Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+5.1%S&P +8.2%
Buy
Mettler-Toledo International, Inc. Common Stock
Jul 25, 2025
$1,001 - $15,000
6 months−11.8%S&P +8.2%
Buy
Mettler-Toledo International, Inc. Common Stock
Dec 18, 2024
$1,001 - $15,000
6 months−11.8%S&P +8.2%
Sell
Mettler-Toledo International, Inc. Common Stock
Dec 8, 2025
$1,001 - $15,000
After selling, 6 months+20.0 pointsstock −11.8%, S&P +8.2%
Sell
Micron Technology, Inc. - Common Stock
Oct 1, 2025
$1,001 - $15,000
After selling, 6 months−146.6 pointsstock +154.8%, S&P +8.2%
Sell
Micron Technology, Inc. - Common Stock
Sep 17, 2025
$1,001 - $15,000
After selling, 6 months−146.6 pointsstock +154.8%, S&P +8.2%
Buy
Micron Technology, Inc. - Common Stock
Dec 18, 2024
$1,001 - $15,000
6 months+154.8%S&P +8.2%
Buy
Micron Technology, Inc. - Common Stock
Apr 14, 2025
$1,001 - $15,000
6 months+154.8%S&P +8.2%
Buy
no ticker
Microsoft Corp
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
Microsoft Corporation - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−13.9%S&P +8.2%
Sell
Microsoft Corporation - Common Stock
Jan 31, 2025
$1,001 - $15,000
After selling, 6 months+22.1 pointsstock −13.9%, S&P +8.2%
Buy
Microsoft Corporation - Common Stock
Dec 6, 2024
$1,001 - $15,000
6 months−13.9%S&P +8.2%
Buy
Microsoft Corporation - Common Stock
May 8, 2025
$1,001 - $15,000
6 months−13.9%S&P +8.2%
Sell
NextEra Energy, Inc. Common Stock
Jan 15, 2025
$1,001 - $15,000
After selling, 6 months−1.6 pointsstock +9.8%, S&P +8.2%
Buy
NextEra Energy, Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+9.8%S&P +8.2%
Buy
NextEra Energy, Inc. Common Stock
Nov 1, 2024
$1,001 - $15,000
6 months+9.8%S&P +8.2%
Buy
Nucor Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+38.1%S&P +8.2%
Buy
NVIDIA Corporation - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+10.9%S&P +8.2%
Sell
NVIDIA Corporation - Common Stock
Jan 31, 2025
$1,001 - $15,000
After selling, 6 months−2.7 pointsstock +10.9%, S&P +8.2%
Buy
Parker-Hannifin Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+2.2%S&P +8.2%
Buy
no ticker
Pepsico Inc.
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
Pfizer, Inc. Common Stock
Jun 17, 2025
$1,001 - $15,000
6 months+1.2%S&P +8.2%
Buy
Philip Morris International Inc Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+14.8%S&P +8.2%
Buy
Pinterest, Inc. Class A Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−14.3%S&P +8.2%
Sell
Pinterest, Inc. Class A Common Stock
Dec 16, 2025
$1,001 - $15,000
After selling, 6 months+22.5 pointsstock −14.3%, S&P +8.2%
Buy
PNC Financial Services Group, Inc.
Oct 23, 2024
$1,001 - $15,000
6 months+20.9%S&P +8.2%
Buy
Procter & Gamble Company
Oct 16, 2025
$1,001 - $15,000
6 months+4.0%S&P +8.2%
Buy
Public Service Enterprise Group Incorporated Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+1.3%S&P +8.2%
Buy
PVH Corp. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+19.2%S&P +8.2%
Sell
PVH Corp. Common Stock
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−11.0 pointsstock +19.2%, S&P +8.2%
Buy
Quest Diagnostics Incorporated Common Stock
Apr 28, 2025
$1,001 - $15,000
6 months+13.8%S&P +8.2%
Sell
Quest Diagnostics Incorporated Common Stock
Jul 24, 2025
$1,001 - $15,000
After selling, 6 months−5.6 pointsstock +13.8%, S&P +8.2%
Buy
RELX PLC PLC American Depositary Shares
Oct 22, 2025
$1,001 - $15,000
6 months−18.0%S&P +8.2%
Sell
Roblox Corporation Class A Common Stock
Oct 22, 2025
$1,001 - $15,000
After selling, 6 months+45.8 pointsstock −37.6%, S&P +8.2%
Buy
Roblox Corporation Class A Common Stock
Oct 16, 2025
$1,001 - $15,000
6 months−37.6%S&P +8.2%
Buy
Saia, Inc. - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+22.0%S&P +8.2%
Buy
Salesforce, Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−28.3%S&P +8.2%
Buy
Salesforce, Inc. Common Stock
Jul 25, 2025
$1,001 - $15,000
6 months−28.3%S&P +8.2%
Sell
Salesforce, Inc. Common Stock
Dec 6, 2024
$1,001 - $15,000
After selling, 6 months+36.5 pointsstock −28.3%, S&P +8.2%
Sell
Salesforce, Inc. Common Stock
Feb 7, 2025
$1,001 - $15,000
After selling, 6 months+36.5 pointsstock −28.3%, S&P +8.2%
Sell
Salesforce, Inc. Common Stock
Dec 16, 2025
$1,001 - $15,000
After selling, 6 months+36.5 pointsstock −28.3%, S&P +8.2%
Sell
Schlumberger N.V. Common Stock
Feb 24, 2025
$1,001 - $15,000
After selling, 6 months+7.1 pointsstock +1.1%, S&P +8.2%
Buy
Schlumberger N.V. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+1.1%S&P +8.2%
Buy
State Street Corporation Common Stock
May 27, 2025
$1,001 - $15,000
6 months+37.0%S&P +8.2%
Sell
State Street Corporation Common Stock
Nov 21, 2025
$1,001 - $15,000
After selling, 6 months−28.8 pointsstock +37.0%, S&P +8.2%
Buy
Stifel Financial Corporation Common Stock
Nov 3, 2025
$1,001 - $15,000
6 months−8.8%S&P +8.2%
Sell
Stryker Corporation Common Stock
Oct 16, 2025
$1,001 - $15,000
After selling, 6 months+18.7 pointsstock −10.5%, S&P +8.2%
Buy
Stryker Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−10.5%S&P +8.2%
Buy
Synchrony Financial Common Stock
Jul 2, 2025
$1,001 - $15,000
6 months−4.6%S&P +8.2%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Jul 24, 2025
$1,001 - $15,000
After selling, 6 months−14.2 pointsstock +22.4%, S&P +8.2%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Jan 24, 2025
$1,001 - $15,000
After selling, 6 months−14.2 pointsstock +22.4%, S&P +8.2%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Oct 23, 2024
$15,001 - $50,000
6 months+22.4%S&P +8.2%
Buy
Take-Two Interactive Software, Inc. - Common Stock
Apr 14, 2025
$1,001 - $15,000
6 months−3.6%S&P +8.2%
Buy
Take-Two Interactive Software, Inc. - Common Stock
Jul 29, 2025
$1,001 - $15,000
6 months−3.6%S&P +8.2%
Buy
Tapestry, Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+6.8%S&P +8.2%
Sell
Tapestry, Inc. Common Stock
Jul 29, 2025
$1,001 - $15,000
After selling, 6 months+1.4 pointsstock +6.8%, S&P +8.2%
Sell
Tapestry, Inc. Common Stock
Nov 26, 2024
$1,001 - $15,000
After selling, 6 months+1.4 pointsstock +6.8%, S&P +8.2%
Buy
The Bank of New York Mellon Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
Not yetreported before our prices begin
Sell
The Bank of New York Mellon Corporation Common Stock
Jul 2, 2025
$1,001 - $15,000
After sellingNot yetreported before our prices begin
Sell
The Cigna Group Common Stock
Apr 22, 2025
$1,001 - $15,000
After selling, 6 months+3.2 pointsstock +5.0%, S&P +8.2%
Buy
The Cigna Group Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+5.0%S&P +8.2%
Buy
The Kraft Heinz Company - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+10.1%S&P +8.2%
Sell
The Kraft Heinz Company - Common Stock
Nov 19, 2024
$1,001 - $15,000
After selling, 6 months−1.9 pointsstock +10.1%, S&P +8.2%
Buy
no ticker
The Walt Disney Company
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
Thermo Fisher Scientific Inc Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−14.2%S&P +8.2%
Sell
Thermo Fisher Scientific Inc Common Stock
Apr 28, 2025
$1,001 - $15,000
After selling, 6 months+22.4 pointsstock −14.2%, S&P +8.2%
Buy
Thermo Fisher Scientific Inc Common Stock
Jul 25, 2025
$1,001 - $15,000
6 months−14.2%S&P +8.2%
Buy
Tradeweb Markets Inc. - Class A Common Stock
Jul 29, 2025
$1,001 - $15,000
6 months−5.0%S&P +8.2%
Sell
Tradeweb Markets Inc. - Class A Common Stock
Oct 1, 2025
$1,001 - $15,000
After selling, 6 months+13.2 pointsstock −5.0%, S&P +8.2%
Buy
United Rentals, Inc. Common Stock
Dec 16, 2025
$1,001 - $15,000
6 months+14.4%S&P +8.2%
Sell
UnitedHealth Group Incorporated Common Stock
May 27, 2025
$1,001 - $15,000
After selling, 6 months−20.7 pointsstock +28.9%, S&P +8.2%
Buy
UnitedHealth Group Incorporated Common Stock
Apr 22, 2025
$1,001 - $15,000
6 months+28.9%S&P +8.2%
Buy
UnitedHealth Group Incorporated Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+28.9%S&P +8.2%
Sell
Universal Health Services, Inc.
Jan 24, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Buy
Universal Health Services, Inc. Common Stock
Oct 23, 2025
$1,001 - $15,000
6 months−23.9%S&P +8.2%
Buy
no ticker
US Treasury Bond 8/15/2041
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Bond 8/15/2048
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 1/31/2029
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
US Treasury Note 10/31/2026
Dec 17, 2025
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
US Treasury Note 10/31/2026
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 10/31/2029
Nov 5, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 11/15/2032
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 3/31/2025
Oct 25, 2025
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 4/30/2025
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 4/30/2025
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Sell
no ticker
US Treasury Note 4/30/2025
Nov 5, 2024
$1,001 - $15,000
After sellingNot countednot a stock
Buy
no ticker
US Treasury Note 5/15/2050
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 5/31/2026
Jun 26, 2025
$15,001 - $50,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2028
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2031
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2034
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
no ticker
US Treasury Note 8/15/2034
Dec 17, 2025
$1,001 - $15,000
Not countednot a stock
Buy
Vertex Pharmaceuticals Incorporated - Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+8.0%S&P +8.2%
Buy
no ticker
Visa Inc.
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
Visa Inc.
Oct 23, 2024
$1,001 - $15,000
6 months+9.4%S&P +8.2%
Buy
Visa Inc.
Jul 24, 2025
$1,001 - $15,000
6 months+9.4%S&P +8.2%
Buy
no ticker
Walmart Inc.
Oct 25, 2024
$1,001 - $15,000
Not countednot a stock
Buy
Walt Disney Company
Nov 3, 2025
$1,001 - $15,000
6 months−13.3%S&P +8.2%
Sell
Warner Bros. Discovery, Inc. - Series A Common Stock
Dec 8, 2025
$1,001 - $15,000
After selling, 6 months+14.3 pointsstock −6.1%, S&P +8.2%
Buy
Warner Bros. Discovery, Inc. - Series A Common Stock
Nov 1, 2024
$1,001 - $15,000
6 months−6.1%S&P +8.2%
Sell
Warner Bros. Discovery, Inc. - Series A Common Stock
Jul 25, 2025
$1,001 - $15,000
After selling, 6 months+14.3 pointsstock −6.1%, S&P +8.2%
Buy
Waters Corporation Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−6.2%S&P +8.2%
Sell
Waters Corporation Common Stock
Nov 19, 2024
$1,001 - $15,000
After selling, 6 months+14.4 pointsstock −6.2%, S&P +8.2%
Buy
Waters Corporation Common Stock
Dec 8, 2025
$1,001 - $15,000
6 months−6.2%S&P +8.2%
Buy
Wells Fargo & Company Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−0.9%S&P +8.2%
Buy
Welltower Inc.
Oct 23, 2024
$1,001 - $15,000
Not yetno closing prices for this company yet
Buy
Williams-Sonoma, Inc. Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months+11.7%S&P +8.2%
Buy
Williams-Sonoma, Inc. Common Stock
Jul 25, 2025
$1,001 - $15,000
6 months+11.7%S&P +8.2%
Sell
Workday, Inc. - Class A Common Stock
Jul 24, 2025
$1,001 - $15,000
After selling, 6 months+33.6 pointsstock −25.4%, S&P +8.2%
Sell
Workday, Inc. - Class A Common Stock
Jun 17, 2025
$1,001 - $15,000
After selling, 6 months+33.6 pointsstock −25.4%, S&P +8.2%
Buy
Workday, Inc. - Class A Common Stock
Oct 23, 2024
$1,001 - $15,000
6 months−25.4%S&P +8.2%
Buy
Workday, Inc. - Class A Common Stock
Nov 19, 2024
$1,001 - $15,000
6 months−25.4%S&P +8.2%

"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 House photo, a United States government work.