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← Leaderboards, House

Bruce Westerman

HouseRepresentative · Rep · Arkansas, 4th district
Committee on Natural ResourcesCommittee on Transportation and Infrastructure
Alert me on this person
+16.2%
Return per decision, 3 monthsS&P +19.2%
That is −3.0 points vs the S&P

Record

Same numbers as the leaderboard

97
Decisions
95
Companies
+16.2%
Return
+19.2%
S&P same days
−3.0
vs S&P
90%
Up
+1.1
After selling, 104 sales

Returns are per decision, equal weight, measured from the day the report became public to the set point the window names. 102 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
Natural ResourcesOil, gas, coal and mining companies
Transportation and InfrastructureAirlines, railroads, shipping, trucking and pipelines
14 of 208 reported trades are in industries these committees oversee.How this is decided
Reports 2 reports · 208 trades · newest first
Filed May 12, 2025·Trades Apr 8, 2025 to Apr 21, 2025·101 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Abbott Laboratories Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+17.8 pointsstock −0.7%, S&P +17.1%
Sell
adidas AG Sponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+41.2 pointsstock −24.1%, S&P +17.1%
Sell
Adobe Inc. - Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+33.2 pointsstock −16.1%, S&P +17.1%
Sell
Alphabet Inc. - Class A Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−65.9 pointsstock +83.0%, S&P +17.1%
Sell
Amazon.com, Inc. - Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−0.8 pointsstock +17.9%, S&P +17.1%
Sell
American Express Company Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−6.0 pointsstock +23.1%, S&P +17.1%
Sell
Anheuser-Busch Inbev SA Sponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+18.8 pointsstock −1.7%, S&P +17.1%
Sell
Apple Inc. - Common Stock
Apr 21, 2025
$15,001 - $50,000
After selling, 6 months−12.4 pointsstock +29.5%, S&P +17.1%
Sell
ASML Holding N.V. - New York Registry Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−17.3 pointsstock +34.4%, S&P +17.1%
Buy
Assa Abloy AB Unsponsored ADR
Apr 8, 2025
$1,001 - $15,000
6 months+19.5%S&P +17.1%
Sell
Assa Abloy AB Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−2.4 pointsstock +19.5%, S&P +17.1%
Sell
AstraZeneca PLC - American Depositary Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−15.4 pointsstock +32.5%, S&P +17.1%
Sell
Bank of America Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−5.4 pointsstock +22.5%, S&P +17.1%
Sell
Barclays PLC Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−14.4 pointsstock +31.5%, S&P +17.1%
Sell
BHP Group Limited American Depositary Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+4.9 pointsstock +12.2%, S&P +17.1%
Buy
Boeing Company
Apr 8, 2025
$1,001 - $15,000
6 months−4.0%S&P +17.1%
Sell
Boeing Company
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+21.1 pointsstock −4.0%, S&P +17.1%
Sell
Boston Scientific Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+17.5 pointsstock −0.4%, S&P +17.1%
Sell
BP p.l.c. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−8.9 pointsstock +26.0%, S&P +17.1%
Sell
Broadcom Inc. - Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−35.0 pointsstock +52.1%, S&P +17.1%
Sell
Canadian Natural Resources Limited Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+13.9 pointsstock +3.2%, S&P +17.1%
Sell
Caterpillar, Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−45.0 pointsstock +62.1%, S&P +17.1%
Buy
Caterpillar, Inc. Common Stock
Apr 8, 2025
$1,001 - $15,000
6 months+62.1%S&P +17.1%
Sell
Charles Schwab Corporation
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+5.3 pointsstock +11.8%, S&P +17.1%
Sell
Chevron Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+4.7 pointsstock +12.4%, S&P +17.1%
Sell
Citigroup, Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−17.9 pointsstock +35.0%, S&P +17.1%
Sell
Compagnie Financiere Richemont Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+6.1 pointsstock +11.0%, S&P +17.1%
Sell
ConocoPhillips Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+19.2 pointsstock −2.1%, S&P +17.1%
Sell
Costco Wholesale Corporation - Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+25.4 pointsstock −8.3%, S&P +17.1%
Sell
Credit Agricole SA Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+13.8 pointsstock +3.3%, S&P +17.1%
Sell
Crown Castle Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+19.1 pointsstock −2.0%, S&P +17.1%
Buy
CSX Corporation
Apr 8, 2025
$1,001 - $15,000
6 months+15.5%S&P +17.1%
Sell
CSX Corporation
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+1.6 pointsstock +15.5%, S&P +17.1%
Sell
Cummins Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−26.7 pointsstock +43.8%, S&P +17.1%
Sell
Danaher Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+7.0 pointsstock +10.1%, S&P +17.1%
Sell
Deere & Company Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+20.6 pointsstock −3.5%, S&P +17.1%
Buy
Deere & Company Common Stock
Apr 8, 2025
$1,001 - $15,000
6 months−3.5%S&P +17.1%
Sell
Deutsche Bank AG Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−23.9 pointsstock +41.0%, S&P +17.1%
Sell
Deutsche Telekom AG
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+28.3 pointsstock −11.2%, S&P +17.1%
Sell
DSV A/S Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+15.8 pointsstock +1.3%, S&P +17.1%
Sell
Edwards Lifesciences Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+4.3 pointsstock +12.8%, S&P +17.1%
Sell
Eli Lilly and Company Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−16.0 pointsstock +33.1%, S&P +17.1%
Sell
Emerson Electric Company Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+9.6 pointsstock +7.5%, S&P +17.1%
Sell
Exxon Mobil Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+5.6 pointsstock +11.5%, S&P +17.1%
Sell
Fanuc Corporation Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−7.2 pointsstock +24.3%, S&P +17.1%
Sell
Freeport-McMoRan, Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+12.3 pointsstock +4.8%, S&P +17.1%
Sell
Goldman Sachs Group, Inc.
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−18.5 pointsstock +35.6%, S&P +17.1%
Sell
GSK plc American Depositary Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−19.1 pointsstock +36.2%, S&P +17.1%
Sell
Home Depot, Inc.
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+15.7 pointsstock +1.4%, S&P +17.1%
Sell
Hong Kong Exchanges & Clearing Ltd Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−0.6 pointsstock +17.7%, S&P +17.1%
Sell
HSBC Holdings, plc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−9.1 pointsstock +26.2%, S&P +17.1%
Sell
Illinois Tool Works Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+17.4 pointsstock −0.3%, S&P +17.1%
Buy
Illinois Tool Works Inc. Common Stock
Apr 8, 2025
$1,001 - $15,000
6 months−0.3%S&P +17.1%
Sell
Intesa Sanpaolo S.P.A. Sponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−11.1 pointsstock +28.2%, S&P +17.1%
Sell
Intuitive Surgical, Inc. - Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+15.6 pointsstock +1.5%, S&P +17.1%
Sell
Johnson & Johnson Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−15.6 pointsstock +32.7%, S&P +17.1%
Sell
Johnson Controls International plc Ordinary Share
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−10.8 pointsstock +27.9%, S&P +17.1%
Sell
JP Morgan Chase & Co. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−4.1 pointsstock +21.2%, S&P +17.1%
Sell
LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−5.5 pointsstock +22.6%, S&P +17.1%
Sell
Mastercard Incorporated Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+20.0 pointsstock −2.9%, S&P +17.1%
Sell
Merck & Company, Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−4.0 pointsstock +21.1%, S&P +17.1%
Sell
Meta Platforms, Inc. - Class A Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+21.4 pointsstock −4.3%, S&P +17.1%
Sell
Microsoft Corporation - Common Stock
Apr 21, 2025
$15,001 - $50,000
After selling, 6 months+3.4 pointsstock +13.7%, S&P +17.1%
Sell
MITSUBISHI HVY IND U/ADR
Apr 21, 2025
$1,001 - $15,000
After sellingNot yetreported before our prices begin
Sell
Mitsubishi UFJ Financial Group, Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−1.2 pointsstock +18.3%, S&P +17.1%
Sell
Morgan Stanley Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−13.3 pointsstock +30.4%, S&P +17.1%
Sell
Murata Manufacturing Co Ltd Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−25.1 pointsstock +42.2%, S&P +17.1%
Sell
NatWest Group plc American Depositary Shares,
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−9.1 pointsstock +26.2%, S&P +17.1%
Sell
Nestle SA Sponsored ADR representing Registered Shares Series B
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+16.4 pointsstock +0.7%, S&P +17.1%
Sell
Netflix, Inc. - Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+17.3 pointsstock −0.2%, S&P +17.1%
Sell
NORDEA BANK ABP SP/ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−7.1 pointsstock +24.2%, S&P +17.1%
Sell
NVIDIA Corporation - Common Stock
Apr 21, 2025
$15,001 - $50,000
After selling, 6 months−31.6 pointsstock +48.7%, S&P +17.1%
Sell
Oracle Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−29.0 pointsstock +46.1%, S&P +17.1%
Sell
Pepsico, Inc.
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+3.5 pointsstock +13.6%, S&P +17.1%
Sell
Pfizer, Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+1.6 pointsstock +15.5%, S&P +17.1%
Sell
Procter & Gamble Company
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+22.2 pointsstock −5.1%, S&P +17.1%
Sell
Rio Tinto Plc Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+1.4 pointsstock +15.7%, S&P +17.1%
Sell
ROCHE HOLDING LTD S/ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−1.4 pointsstock +18.5%, S&P +17.1%
Sell
RTX Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−21.3 pointsstock +38.4%, S&P +17.1%
Sell
Safran S.A. Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−11.3 pointsstock +28.4%, S&P +17.1%
Sell
Salesforce, Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+32.3 pointsstock −15.2%, S&P +17.1%
Sell
SAP SE ADS
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+29.3 pointsstock −12.2%, S&P +17.1%
Sell
ServiceNow, Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+34.1 pointsstock −17.0%, S&P +17.1%
Sell
Shell PLC American Depositary Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+0.8 pointsstock +16.3%, S&P +17.1%
Sell
Siemens AG American Depositary Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+1.8 pointsstock +15.3%, S&P +17.1%
Sell
Societe Generale France Sponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−12.2 pointsstock +29.3%, S&P +17.1%
Sell
Sony Group Corporation American Depositary Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−2.1 pointsstock +19.2%, S&P +17.1%
Sell
Spotify Technology S.A. Ordinary Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+14.0 pointsstock +3.1%, S&P +17.1%
Sell
Starbucks Corporation - Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+16.2 pointsstock +0.9%, S&P +17.1%
Sell
Suncor Energy Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−6.6 pointsstock +23.7%, S&P +17.1%
Sell
Taiwan Semiconductor Manufacturing Company Ltd.
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−34.0 pointsstock +51.1%, S&P +17.1%
Sell
Thermo Fisher Scientific Inc Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−19.9 pointsstock +37.0%, S&P +17.1%
Sell
Tokyo Electron Ltd Unsponsored ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−17.4 pointsstock +34.5%, S&P +17.1%
Sell
Toyota Motor Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+9.3 pointsstock +7.8%, S&P +17.1%
Sell
UBS Group AG Registered Ordinary Shares
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−2.9 pointsstock +20.0%, S&P +17.1%
Sell
UNICREDITO SPA UNSP/ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months−8.3 pointsstock +25.4%, S&P +17.1%
Sell
Union Pacific Corporation Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+17.4 pointsstock −0.3%, S&P +17.1%
Sell
UnitedHealth Group Incorporated Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+10.5 pointsstock +6.6%, S&P +17.1%
Sell
Vinci SA ADR
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+16.3 pointsstock +0.8%, S&P +17.1%
Sell
Visa Inc.
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+21.8 pointsstock −4.7%, S&P +17.1%
Sell
Walmart Inc. Common Stock
Apr 21, 2025
$1,001 - $15,000
After selling, 6 months+9.0 pointsstock +8.1%, S&P +17.1%
Filed Apr 16, 2025·Trades Mar 3, 2025 to Apr 2, 2025·107 trades
Read the filing ↗
Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
Abbott Laboratories Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−1.0%S&P +26.9%
Buy
adidas AG Sponsored ADR
Mar 4, 2025
$1,001 - $15,000
6 months+0.7%S&P +26.9%
Buy
Adobe Inc. - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−4.5%S&P +26.9%
Sell
Alphabet Inc. - Class A Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−41.0 pointsstock +67.9%, S&P +26.9%
Buy
Alphabet Inc. - Class A Common Stock
Mar 3, 2025
$15,001 - $50,000
6 months+67.9%S&P +26.9%
Buy
Amazon.com, Inc. - Common Stock
Mar 3, 2025
$15,001 - $50,000
6 months+23.4%S&P +26.9%
Sell
Amazon.com, Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+3.5 pointsstock +23.4%, S&P +26.9%
Buy
American Express Company Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+38.6%S&P +26.9%
Buy
Anheuser-Busch Inbev SA Sponsored ADR
Mar 4, 2025
$1,001 - $15,000
6 months−3.8%S&P +26.9%
Buy
Apple Inc. - Common Stock
Mar 3, 2025
$15,001 - $50,000
6 months+28.4%S&P +26.9%
Sell
Apple Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−1.5 pointsstock +28.4%, S&P +26.9%
Buy
ASML Holding N.V. - New York Registry Shares
Mar 20, 2025
$1,001 - $15,000
6 months+62.1%S&P +26.9%
Buy
ASML Holding N.V. - New York Registry Shares
Mar 3, 2025
$1,001 - $15,000
6 months+62.1%S&P +26.9%
Buy
AstraZeneca PLC - American Depositary Shares
Mar 3, 2025
$1,001 - $15,000
6 months+26.2%S&P +26.9%
Buy
Bank of America Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+38.6%S&P +26.9%
Buy
Barclays PLC Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+32.6%S&P +26.9%
Buy
BHP Group Limited American Depositary Shares
Mar 3, 2025
$1,001 - $15,000
6 months+22.2%S&P +26.9%
Buy
Boston Scientific Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+4.3%S&P +26.9%
Buy
BP p.l.c. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+20.6%S&P +26.9%
Buy
BP p.l.c. Common Stock
Mar 21, 2025
$1,001 - $15,000
6 months+20.6%S&P +26.9%
Sell
Broadcom Inc. - Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−78.2 pointsstock +105.1%, S&P +26.9%
Buy
Broadcom Inc. - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+105.1%S&P +26.9%
Buy
Canadian Natural Resources Limited Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+7.4%S&P +26.9%
Buy
Caterpillar, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+80.7%S&P +26.9%
Buy
Chevron Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+13.7%S&P +26.9%
Buy
Citigroup, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+55.7%S&P +26.9%
Buy
Compagnie Financiere Richemont Unsponsored ADR
Mar 4, 2025
$1,001 - $15,000
6 months+23.3%S&P +26.9%
Buy
ConocoPhillips Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−1.2%S&P +26.9%
Buy
Costco Wholesale Corporation - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−5.6%S&P +26.9%
Buy
Credit Agricole SA Unsponsored ADR
Mar 3, 2025
$1,001 - $15,000
6 months+11.6%S&P +26.9%
Buy
Crown Castle Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−3.8%S&P +26.9%
Buy
Cummins Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+47.7%S&P +26.9%
Buy
Deere & Company Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+2.1%S&P +26.9%
Buy
Deutsche Bank AG Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+47.1%S&P +26.9%
Buy
Deutsche Telekom AG
Mar 3, 2025
$1,001 - $15,000
6 months−3.4%S&P +26.9%
Buy
DSV A/S Unsponsored ADR
Mar 3, 2025
$1,001 - $15,000
6 months+11.5%S&P +26.9%
Buy
Edwards Lifesciences Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+4.3%S&P +26.9%
Buy
Eli Lilly and Company Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−4.0%S&P +26.9%
Buy
Emerson Electric Company Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+30.9%S&P +26.9%
Buy
Exxon Mobil Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+6.9%S&P +26.9%
Buy
Fanuc Corporation Unsponsored ADR
Mar 3, 2025
$1,001 - $15,000
6 months+23.6%S&P +26.9%
Buy
Freeport-McMoRan, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+26.0%S&P +26.9%
Buy
Goldman Sachs Group, Inc.
Mar 3, 2025
$1,001 - $15,000
6 months+48.9%S&P +26.9%
Buy
GSK plc American Depositary Shares
Mar 3, 2025
$1,001 - $15,000
6 months+24.9%S&P +26.9%
Buy
Home Depot, Inc.
Mar 3, 2025
$1,001 - $15,000
6 months+11.7%S&P +26.9%
Buy
Hong Kong Exchanges & Clearing Ltd Unsponsored ADR
Mar 20, 2025
$1,001 - $15,000
6 months+32.8%S&P +26.9%
Buy
HSBC Holdings, plc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+27.5%S&P +26.9%
Buy
Intesa Sanpaolo S.P.A. Sponsored ADR
Mar 3, 2025
$1,001 - $15,000
6 months+30.9%S&P +26.9%
Buy
Intuitive Surgical, Inc. - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−7.6%S&P +26.9%
Buy
Johnson & Johnson Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+24.7%S&P +26.9%
Buy
Johnson Controls International plc Ordinary Share
Mar 3, 2025
$1,001 - $15,000
6 months+42.7%S&P +26.9%
Buy
JP Morgan Chase & Co. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+29.5%S&P +26.9%
Buy
LVMH Moet Hennessy Louis Vuitton Unsponsored American Depositary Receipt
Apr 2, 2025
$1,001 - $15,000
6 months+31.5%S&P +26.9%
Buy
Mastercard Incorporated Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+8.7%S&P +26.9%
Buy
Medtronic plc. Ordinary Shares
Mar 4, 2025
$1,001 - $15,000
6 months+17.8%S&P +26.9%
Sell
Medtronic plc. Ordinary Shares
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+9.1 pointsstock +17.8%, S&P +26.9%
Buy
Merck & Company, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+10.9%S&P +26.9%
Buy
Meta Platforms, Inc. - Class A Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+43.2%S&P +26.9%
Buy
Microsoft Corporation - Common Stock
Mar 3, 2025
$15,001 - $50,000
6 months+40.1%S&P +26.9%
Sell
Microsoft Corporation - Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months−13.2 pointsstock +40.1%, S&P +26.9%
Buy
MITSUBISHI HVY IND U/ADR
Mar 21, 2025
$1,001 - $15,000
Not yetreported before our prices begin
Buy
Mitsubishi UFJ Financial Group, Inc. Common Stock
Mar 21, 2025
$1,001 - $15,000
6 months+28.2%S&P +26.9%
Buy
Morgan Stanley Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+47.5%S&P +26.9%
Buy
Murata Manufacturing Co Ltd Unsponsored ADR
Mar 3, 2025
$1,001 - $15,000
6 months+30.1%S&P +26.9%
Buy
NatWest Group plc American Depositary Shares,
Mar 3, 2025
$1,001 - $15,000
6 months+19.5%S&P +26.9%
Buy
Nestle SA Sponsored ADR representing Registered Shares Series B
Mar 3, 2025
$1,001 - $15,000
6 months+2.9%S&P +26.9%
Buy
Nestle SA Sponsored ADR representing Registered Shares Series B
Mar 20, 2025
$1,001 - $15,000
6 months+2.9%S&P +26.9%
Buy
Netflix, Inc. - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+23.3%S&P +26.9%
Buy
Nike, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+22.3%S&P +26.9%
Sell
Nike, Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+4.6 pointsstock +22.3%, S&P +26.9%
Buy
NORDEA BANK ABP SP/ADR
Mar 3, 2025
$1,001 - $15,000
6 months+30.6%S&P +26.9%
Buy
NVIDIA Corporation - Common Stock
Mar 3, 2025
$15,001 - $50,000
6 months+80.6%S&P +26.9%
Buy
Oracle Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+127.4%S&P +26.9%
Buy
Pepsico, Inc.
Mar 3, 2025
$1,001 - $15,000
6 months+9.8%S&P +26.9%
Buy
Pfizer, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+14.8%S&P +26.9%
Buy
Procter & Gamble Company
Mar 3, 2025
$1,001 - $15,000
6 months−10.1%S&P +26.9%
Sell
Procter & Gamble Company
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+37.0 pointsstock −10.1%, S&P +26.9%
Buy
Rio Tinto Plc Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+19.8%S&P +26.9%
Buy
ROCHE HOLDING LTD S/ADR
Mar 3, 2025
$1,001 - $15,000
6 months+15.4%S&P +26.9%
Buy
RTX Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+23.7%S&P +26.9%
Buy
Safran S.A. Unsponsored ADR
Mar 3, 2025
$1,001 - $15,000
6 months+45.5%S&P +26.9%
Buy
Salesforce, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−1.4%S&P +26.9%
Buy
SAP SE ADS
Mar 3, 2025
$1,001 - $15,000
6 months+7.0%S&P +26.9%
Buy
SAP SE ADS
Mar 20, 2025
$1,001 - $15,000
6 months+7.0%S&P +26.9%
Buy
ServiceNow, Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+17.0%S&P +26.9%
Buy
Shell PLC American Depositary Shares
Mar 3, 2025
$1,001 - $15,000
6 months+13.9%S&P +26.9%
Buy
Siemens AG American Depositary Shares
Mar 20, 2025
$1,001 - $15,000
6 months+31.4%S&P +26.9%
Buy
Societe Generale France Sponsored ADR
Mar 3, 2025
$1,001 - $15,000
6 months+43.6%S&P +26.9%
Buy
Sony Group Corporation American Depositary Shares
Mar 3, 2025
$1,001 - $15,000
6 months+20.7%S&P +26.9%
Buy
Sony Group Corporation American Depositary Shares
Mar 24, 2025
$1,001 - $15,000
6 months+20.7%S&P +26.9%
Buy
Spotify Technology S.A. Ordinary Shares
Mar 20, 2025
$1,001 - $15,000
6 months+16.9%S&P +26.9%
Buy
Starbucks Corporation - Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+6.2%S&P +26.9%
Buy
Suncor Energy Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+14.2%S&P +26.9%
Buy
Taiwan Semiconductor Manufacturing Company Ltd.
Mar 3, 2025
$1,001 - $15,000
6 months+95.8%S&P +26.9%
Buy
Thermo Fisher Scientific Inc Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+26.3%S&P +26.9%
Buy
Tokyo Electron Ltd Unsponsored ADR
Mar 4, 2025
$1,001 - $15,000
6 months+46.8%S&P +26.9%
Buy
Toyota Motor Corporation Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+13.8%S&P +26.9%
Buy
UBS Group AG Registered Ordinary Shares
Mar 3, 2025
$1,001 - $15,000
6 months+37.8%S&P +26.9%
Buy
UNICREDITO SPA UNSP/ADR
Mar 3, 2025
$1,001 - $15,000
6 months+31.3%S&P +26.9%
Buy
Unilever PLC Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+0.6%S&P +26.9%
Buy
Union Pacific Corporation Common Stock
Mar 4, 2025
$1,001 - $15,000
6 months+3.9%S&P +26.9%
Buy
UnitedHealth Group Incorporated Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months−20.4%S&P +26.9%
Buy
Vinci SA ADR
Mar 3, 2025
$1,001 - $15,000
6 months+7.5%S&P +26.9%
Buy
Visa Inc.
Mar 3, 2025
$1,001 - $15,000
6 months+4.1%S&P +26.9%
Sell
Visa Inc.
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+22.8 pointsstock +4.1%, S&P +26.9%
Sell
Walmart Inc. Common Stock
Mar 20, 2025
$1,001 - $15,000
After selling, 6 months+10.8 pointsstock +16.1%, S&P +26.9%
Buy
Walmart Inc. Common Stock
Mar 3, 2025
$1,001 - $15,000
6 months+16.1%S&P +26.9%

"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.