Trade of the John Boozman
Republican · AR · Senate
In-remit alpha 12m
-1.1%
20 buys in their jurisdiction
Everything else
-3.8%
their other buys
$-weighted 12m
-4.4%
all buys, by size
t-stat (12m)
-1.49
within the noise
Disclosure lag
35 days
trade → public filing
Est. volume
$1.3M
0 option trades
Trading profile
| Disclosed transactions | 435 across 57 filings |
| Buys / sells | 227 / 208 |
| Distinct securities | 128 |
| Estimated volume | $2.5M |
| Traded in family accounts | 411 of 435 |
| Active | 29 Aug 2023 – 25 Jun 2026 |
| Busiest single day | 33 trades 27 May 2026 |
33 transactions on a single day is the signature of a managed account being rebalanced rather than 33 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 53 | |
| Telecom | 14 | |
| Financials | 9 | |
| Healthcare in remit | 9 | |
| Industrials in remit | 7 | |
| Pharma | 4 | |
| Utilities in remit | 4 | |
| Aerospace | 3 |
Committees — what defines their remit
Appropriations Agriculture, Nutrition, and Forestry — Chairman Environment and Public Works Commission on Security and Cooperation in Europe Rules and Administration Veterans' AffairsSubcommittees
Department of DefenseDepartments of Labor, Health and Human Services, and Education, and Related AgenciesMilitary Construction, Veterans Affairs, and Related AgenciesState, Foreign Operations, and Related ProgramsFinancial Services and General GovernmentTransportation, Housing and Urban Development, and Related AgenciesCommodities, Derivatives, Risk Management, and TradeConservation, Forestry, Natural Resources, and BiotechnologyRural Development, Energy, and CreditFood and Nutrition, Specialty Crops, Organics, and ResearchLivestock, Dairy, Poultry, and Food SafetyTransportation and InfrastructureClean Air, Climate, and Nuclear Innovation and SafetyFisheries, Wildlife, and WaterJurisdiction sectors: agriculturecommoditiesdefenseenergyhealthcareindustrialsmaterialsutilities · access score 0.77
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
3 |
| B |
|
44 |
| C |
|
12 |
| D |
|
246 |
| E |
|
121 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| XFIV | 2 | $74.6K | — |
| IEF | 6 | $70.3K | -10.2% |
| RNWGX | 4 | $62.5K | — |
| IEI | 4 | $62.5K | -10.6% |
| TBLL | 8 | $54.5K | -19.2% |
| GOOGL | 6 | $46.8K | +56.7% |
| FTGC | 5 | $42.9K | +6.9% |
| VEA | 4 | $39.0K | +1.1% |
| XTWO | 2 | $31.3K | — |
| SPYM | 2 | $31.3K | — |
| EIPI | 2 | $31.3K | — |
| MSFT | 8 | $31.0K | -19.4% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| D | SELL | 25 Jun 2026 | TPYP Tortoise North American Pipeline F |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 25 Jun 2026 | FTGC First Trust Global Tactical Commod |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 25 Jun 2026 | IGV iShares Expanded Tech-Software Sec |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 25 Jun 2026 | PALL abrdn Physical Palladium Shares ET |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 17 Jun 2026 | IEF iShares 7-10 Year Treasury Bond ET |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 17 Jun 2026 | None SCHP - Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 12 Jun 2026 | ATO Atmos Energy Corporation Common St |
$1,001 - $15,000 | joint | — | yes |
| — | BUY | 12 Jun 2026 | None CEG - Constellation Energy Corpora |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 04 Jun 2026 | BSX Boston Scientific Corporation Comm |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 04 Jun 2026 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 27 May 2026 | VEA Vanguard Developed Markets Index F |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | VNQI Vanguard Global ex-U.S. Real Estat |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | RNWGX NEW WORLD FUND INC - Class R-6 |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | SPYM Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | IWM iShares Russell 2000 ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | GEM Goldman Sachs ActiveBeta(R) Emergi |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | FTGC First Trust Global Tactical Commod |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | EIPI FT Energy Income Partners Enhanced |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | VEA Vanguard Developed Markets Index F |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | VNQI Vanguard Global ex-U.S. Real Estat |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | RNWGX NEW WORLD FUND INC - Class R-6 |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 27 May 2026 | None SPYM - Tradr 2X Long SPY Monthly E |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | IWM iShares Russell 2000 ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | GEM Goldman Sachs ActiveBeta(R) Emergi |
$1,001 - $15,000 | joint | — | — |
| — | SELL | 27 May 2026 | None FTGC - First Trust Global Tactical |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 27 May 2026 | EIPI FT Energy Income Partners Enhanced |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | IEF iShares 7-10 Year Treasury Bond ET |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | TLH iShares 10-20 Year Treasury Bond E |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | CMBS iShares CMBS ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | MBB iShares MBS ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | AGZ iShares Agency Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | XFIV BondBloxx Bloomberg Five Year Targ |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 27 May 2026 | XTWO BondBloxx Bloomberg Two Year Targe |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 15 May 2026 | ECL Ecolab Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 15 May 2026 | ACN Accenture plc Class A Ordinary Sha |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 15 May 2026 | ECL Ecolab Inc. Common Stock |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 15 May 2026 | None ACN - Accenture plc Class A Ordina |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 15 May 2026 | PLTR Palantir Technologies Inc. - Class |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 15 May 2026 | ALB Albemarle Corporation Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 13 May 2026 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 May 2026 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 May 2026 | CMBS iShares CMBS ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 May 2026 | IEI iShares 3-7 Year Treasury Bond ETF |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 13 May 2026 | MBB iShares MBS ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 May 2026 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 May 2026 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 May 2026 | CMBS iShares CMBS ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 May 2026 | IEI iShares 3-7 Year Treasury Bond ETF |
$50,001 - $100,000 | joint | — | — |
| D | SELL | 13 May 2026 | MBB iShares MBS ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 13 May 2026 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 13 May 2026 | XFIV BondBloxx Bloomberg Five Year Targ |
$50,001 - $100,000 | joint | — | — |
| B | BUY | 09 Apr 2026 | DVN Devon Energy Corporation Common St |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 02 Apr 2026 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 02 Apr 2026 | CEG Constellation Energy Corporation - |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 20 Mar 2026 | TPYP Tortoise North American Pipeline F |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 20 Mar 2026 | SPYM Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 19 Mar 2026 | JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 19 Mar 2026 | BBEU JPMorgan BetaBuilders Europe ETF |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 19 Mar 2026 | VEA Vanguard Developed Markets Index F |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 19 Mar 2026 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 19 Mar 2026 | FTGC First Trust Global Tactical Commod |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 13 Mar 2026 | ARES Ares Management Corporation Class |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 05 Mar 2026 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 27 Feb 2026 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 27 Feb 2026 | NTAP NetApp, Inc. - Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 26 Feb 2026 | PG Procter & Gamble Company (The) Com |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 26 Feb 2026 | KR Kroger Company (The) Common Stock |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 19 Feb 2026 | UNP Union Pacific Corporation Common S |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 13 Feb 2026 | ADBE Adobe Inc. - Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 13 Feb 2026 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Feb 2026 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Feb 2026 | SHY iShares 1-3 Year Treasury Bond ETF |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 06 Feb 2026 | MBB iShares MBS ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Feb 2026 | AGZ iShares Agency Bond ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Feb 2026 | DBLEX DoubleLine Emerging Markets Fixed |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 06 Feb 2026 | UBER Uber Technologies, Inc. Common Sto |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Feb 2026 | IEF iShares 7-10 Year Treasury Bond ET |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Feb 2026 | TLH iShares 10-20 Year Treasury Bond E |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 06 Feb 2026 | EMB iShares J.P. Morgan USD Emerging M |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Feb 2026 | CMBS iShares CMBS ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Feb 2026 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 06 Feb 2026 | XTWO BondBloxx Bloomberg Two Year Targe |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 29 Jan 2026 | UNP Union Pacific Corp |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 29 Jan 2026 | OMC Omnicom Group Inc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 29 Jan 2026 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 29 Jan 2026 | FISV Fiserv Inc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 29 Jan 2026 | PYPL Paypal Holdings |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 29 Jan 2026 | ETN Eaton Corp |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 29 Jan 2026 | CVS CVS Corp |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 29 Jan 2026 | CAT Caterpillar Inc |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 26 Jan 2026 | MU Micron Technology |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 26 Jan 2026 | DXCM Dexcom Inc |
$1,001 - $15,000 | joint | — | yes |
| — | SELL | 23 Jan 2026 | None SPYM |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 23 Jan 2026 | MDY SPDR S&P MidCap 400 ETF Trust |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 23 Jan 2026 | IWM iShares Russell 2000 ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 23 Jan 2026 | SLV iShares Silver Trust |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 23 Jan 2026 | PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 23 Jan 2026 | PALL abrdn Physical Palladium Shares ET |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | VNQI Vanguard Global ex-U.S. Real Estat |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | TPYP Tortoise Capital Series Trust Tort |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | RNWGX New World Fund Inc. Cl R-6 |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | MBB iShares MBS ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | GEM Goldman Sachs ActiveBeta Emerging |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | FTGC First Trust Global Tactical Commod |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 23 Jan 2026 | EIPI First Trust Exchange-Traded Fund V |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 15 Jan 2026 | OMC Omnicom Group Inc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 15 Jan 2026 | V Visa Inc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 15 Jan 2026 | AAPL Apple Inc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 08 Jan 2026 | MU Micron Technology |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 08 Jan 2026 | LRCX Lam Research Corp |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 08 Jan 2026 | NFLX Netflix Inc |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 08 Jan 2026 | XOM Exxon Mobil Corp |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 08 Jan 2026 | DIS Walt Disney Company |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Dec 2025 | SMCI Super Micro Computer, Inc. - Commo |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 31 Dec 2025 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 26 Dec 2025 | KRE SPDR S&P Regional Banking ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 26 Dec 2025 | IJR iShares Core S&P Small-Cap ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 24 Dec 2025 | SLV iShares Silver Trust |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 24 Dec 2025 | PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 24 Dec 2025 | PALL abrdn Physical Palladium Shares ET |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 24 Dec 2025 | SPYM State Street SPDR Portfolio S&P 50 |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 17 Dec 2025 | MSI Motorola Solutions, Inc. Common St |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 17 Dec 2025 | BSX Boston Scientific Corp |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 17 Dec 2025 | WFC Wells Fargo & Company |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 17 Dec 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 17 Dec 2025 | AAPL Apple Inc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 11 Dec 2025 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 11 Dec 2025 | SMCI Super Micro Computer |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 11 Dec 2025 | ANET Arista Networks, Inc. Common Stock |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Nov 2025 | VEA Vanguard FTSE Developed Markets ET |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Nov 2025 | VNQI Vanguard Global ex-U.S. Real Estat |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Nov 2025 | TPYP Tortoise North Amer Pipeline Fund |
$1,001 - $15,000 | joint | — | — |
| C | SELL | 21 Nov 2025 | LLY Eli Lilly and Company |
$1,001 - $15,000 | joint | — | yes |
| E | SELL | 21 Nov 2025 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Nov 2025 | IWM iShares Russell 2000 ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 21 Nov 2025 | FISV Fiserv Inc |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Nov 2025 | FTGC First Trust Global Tactical Commod |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 21 Nov 2025 | EIPI First Trust Exchange-Traded Fund V |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Nov 2025 | MDY S&P Midcap 400 SPDR |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 21 Nov 2025 | PYPL Paypal Holdings |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Nov 2025 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Nov 2025 | CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Nov 2025 | MBB iShares MBS ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 21 Nov 2025 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 20 Nov 2025 | RNWAX American Funds - New World Fund In |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 20 Nov 2025 | EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 20 Nov 2025 | GEM Goldman Sachs ActiveBeta Emerging |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 20 Nov 2025 | WWSYX Westwood Smallcap Fund Class Y |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 13 Nov 2025 | CRM Salesforce Inc |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 13 Nov 2025 | None META |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 13 Nov 2025 | ANET Arista Networks Inc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 13 Nov 2025 | AMZN Amazon.com Inc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Nov 2025 | AAXJ iShares MSCI All Country Asia ex J |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 06 Nov 2025 | VEA Vanguard FTSE Developed Markets ET |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 06 Nov 2025 | VWO Vanguard FTSE Emerging Markets ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Nov 2025 | TPYP Tortoise North American Pipeline E |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Oct 2025 | OMC Omnicom Group Inc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 31 Oct 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Oct 2025 | COLPAL COLGATE PALMOLIVE LTD. |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 09 Oct 2025 | COST Costco Wholesale |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Oct 2025 | URNM Sprott Uranium Miners ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Oct 2025 | LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Oct 2025 | SLV iShares Silver Trust |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 03 Oct 2025 | EMLP First Trust North American Energy |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 03 Oct 2025 | FTGC First Trust Global Tactical Commod |
$1,001 - $15,000 | joint | — | — |
| C | BUY | 03 Oct 2025 | EIPI First Trust Exchange-Traded Fund V |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 02 Oct 2025 | IQV Iqvia Holdings Inc |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 17 Sep 2025 | GOOGL Alphabet Cl A |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 17 Sep 2025 | MU Micron Technology |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 17 Sep 2025 | GOOGL Alphabet Cl A |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 16 Sep 2025 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 16 Sep 2025 | IEF iShares 7-10 Year Treasury Bond ET |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 16 Sep 2025 | SHY iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 16 Sep 2025 | IEI iShares 3-7 Year Treasury Bond ETF |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Sep 2025 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Sep 2025 | CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Sep 2025 | TLT iShares 20+ Year Treasury Bond ETF |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 16 Sep 2025 | MBB iShares MBS ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Sep 2025 | AGZ iShares Agency Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Sep 2025 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Sep 2025 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 16 Sep 2025 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 16 Sep 2025 | IEF iShares 7-10 Year Treasury Bond ET |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 16 Sep 2025 | SHY iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 16 Sep 2025 | IEI iShares 3-7 Year Treasury Bond ETF |
$15,001 - $50,000 | joint | — | — |
| B | BUY | 12 Sep 2025 | ETN Eaton Corp |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 12 Sep 2025 | ORCL Oracle Corp |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 12 Sep 2025 | ETN Eaton Corp |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 04 Sep 2025 | ADBE Adobe Systems Inc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 04 Sep 2025 | ADBE Adobe Systems Inc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 22 Aug 2025 | MU Micron Technology |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 22 Aug 2025 | ABBV Abbvie Inc |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 22 Aug 2025 | NVDA Nvidia Corp |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 22 Aug 2025 | LLY Eli Lilly and Company |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 14 Aug 2025 | EMRZX Emerging Markets Fund Class Z |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 14 Aug 2025 | RNWGX New World Fund Inc. Cl R-6 |
$15,001 - $50,000 | joint | — | — |
| B | SELL | 11 Aug 2025 | ABBV Abbvie Inc |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 11 Aug 2025 | LLY Eli Lilly and Company |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 07 Aug 2025 | EMRZX Emerging Markets Fund Class Z |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 07 Aug 2025 | RNWGX New World Fund Inc. Cl R-6 |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 07 Aug 2025 | AMD Advanced Micro Devices, Inc. - Com |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | VEA Vanguard FTSE Developed Markets ET |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Aug 2025 | EMRZX Emerging Markets Fund Class Z |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | URNM Sprott Uranium Miners ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 01 Aug 2025 | SLV iShares Silver Trust |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | TBLL Invesco Short Term Treasury ETF |
$15,001 - $50,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | GEM Goldman Sachs ActiveBeta Emerging |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | EMLP First Trust North American Energy |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 01 Aug 2025 | PALL abrdn Physical Palladium Shares ET |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | VNQI Vanguard Global ex-U.S. Real Estat |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | RNWGX New World Fund Inc. Cl R-6 |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | IWM iShares Russell 2000 ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | IEF iShares 7-10 Year Treasury Bond ET |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | SHY iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | TLH iShares 10-20 Year Treasury Bond E |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | IEI iShares 3-7 Year Treasury Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | TLT iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | MBB iShares MBS ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | AGZ iShares Agency Bond ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | GEM Goldman Sachs ActiveBeta Emerging |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 01 Aug 2025 | WWSYX Westwood Smallcap Fund Class Y |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 Jul 2025 | MDLZ Mondelez Intl Inc |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 31 Jul 2025 | GD General Dynamics Corp |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 31 Jul 2025 | WMT Walmart Inc |
$1,001 - $15,000 | joint | -13.9% | — |
| B | BUY | 31 Jul 2025 | GE General Electric Company |
$1,001 - $15,000 | joint | +13.9% | yes |
| D | SELL | 24 Jul 2025 | JPM JP Morgan Chase & Company |
$1,001 - $15,000 | joint | — | — |
| — | BUY | 24 Jul 2025 | None BRK-B - Berkshire Hathaway Inc Cla |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 08 Jul 2025 | HYG iShares iBoxx $ High Yield Corpora |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 08 Jul 2025 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | -20.6% | — |
| D | SELL | 01 Jul 2025 | MU Micron Technology |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 11 Jun 2025 | UNH Unitedhealth Group Inc |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 11 Jun 2025 | MU Micron Technology |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 11 Jun 2025 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | -18.4% | — |
| D | BUY | 11 Jun 2025 | AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 | joint | +21.7% | — |
| B | BUY | 30 May 2025 | RTX Raytheon Technologies Corp |
$1,001 - $15,000 | joint | +13.9% | yes |
| D | BUY | 30 May 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | joint | -30.5% | — |
| A | SELL | 30 May 2025 | FBIN Fortune Brands Innovations Inc |
$1,001 - $15,000 | joint | — | yes |
| B | BUY | 30 May 2025 | RTX Raytheon Technologies Corp |
$1,001 - $15,000 | joint | +3.1% | yes |
| D | BUY | 30 May 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | joint | -40.3% | — |
| D | BUY | 20 May 2025 | HD Home Depot |
$1,001 - $15,000 | joint | -26.8% | — |
| B | BUY | 20 May 2025 | ATO Atmos Energy Corp |
$1,001 - $15,000 | joint | -3.9% | yes |
| E | BUY | 20 May 2025 | GOOGL Alphabet Cl A |
$1,001 - $15,000 | joint | +81.7% | — |
| B | SELL | 20 May 2025 | NRG NRG Energy |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 20 May 2025 | LOW Lowe's Companies |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 20 May 2025 | GD General Dynamics Corp |
$1,001 - $15,000 | joint | — | yes |
| B | SELL | 20 May 2025 | DTE Dte Energy Company |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 20 May 2025 | HD Home Depot |
$1,001 - $15,000 | joint | -29.2% | — |
| B | BUY | 20 May 2025 | ATO Atmos Energy Corp |
$1,001 - $15,000 | joint | -13.5% | yes |
| E | BUY | 20 May 2025 | GOOGL Alphabet Cl A |
$1,001 - $15,000 | joint | +87.8% | — |
| E | BUY | 16 May 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | joint | -30.5% | — |
| D | BUY | 16 May 2025 | HD Home Depot |
$1,001 - $15,000 | joint | -26.8% | — |
| E | BUY | 16 May 2025 | AMZN Amazon.com Inc |
$1,001 - $15,000 | joint | -11.5% | — |
| D | SELL | 16 May 2025 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 May 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | joint | -40.3% | — |
| D | BUY | 16 May 2025 | HD Home Depot |
$1,001 - $15,000 | joint | -29.2% | — |
| E | BUY | 16 May 2025 | AMZN Amazon.com Inc |
$1,001 - $15,000 | joint | -10.5% | — |
| D | BUY | 13 May 2025 | NVDA Nvidia Corp |
$1,001 - $15,000 | joint | +6.3% | — |
| D | BUY | 13 May 2025 | AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 | joint | +21.7% | — |
| B | SELL | 13 May 2025 | VLO Valero Energy Corp |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 13 May 2025 | NVDA Nvidia Corp |
$1,001 - $15,000 | joint | +18.5% | — |
| — | BUY | 13 May 2025 | None Broadcom Inc. - Common Stock |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 22 Apr 2025 | CRM Salesforce Inc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 22 Apr 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | joint | -33.5% | — |
| D | SELL | 16 Apr 2025 | LRCX Lam Research Corp |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 16 Apr 2025 | GILD Gilead Sciences Inc |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 16 Apr 2025 | AMAT Applied Materials |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 16 Apr 2025 | UNH Unitedhealth Group Inc |
$1,001 - $15,000 | joint | +19.6% | yes |
| D | BUY | 16 Apr 2025 | ORCL Oracle Corp |
$1,001 - $15,000 | joint | -6.9% | — |
| E | BUY | 16 Apr 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | joint | -33.5% | — |
| D | SELL | 15 Apr 2025 | BAC Bank of America Corp |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 15 Apr 2025 | META Meta Platforms Inc |
$1,001 - $15,000 | joint | -33.5% | — |
| D | SELL | 09 Apr 2025 | SHY iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 09 Apr 2025 | HYG iShares iBoxx $ High Yield Corpora |
$1,001 - $15,000 | joint | -21.1% | — |
| D | SELL | 08 Apr 2025 | JPM JP Morgan Chase & Company |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 08 Apr 2025 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 08 Apr 2025 | COLPAL COLGATE PALMOLIVE LTD. |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 08 Apr 2025 | FTGC First Trust Global Tactical Commod |
$1,001 - $15,000 | joint | +17.4% | — |
| D | BUY | 08 Apr 2025 | AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 | joint | +58.6% | — |
| D | SELL | 19 Mar 2025 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 19 Mar 2025 | DTE Dte Energy Company |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 19 Mar 2025 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| B | SELL | 19 Mar 2025 | DTE Dte Energy Company |
$1,001 - $15,000 | joint | — | yes |
| D | BUY | 19 Mar 2025 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | -32.7% | — |
| D | BUY | 19 Mar 2025 | AMAT Applied Materials |
$1,001 - $15,000 | joint | +157.8% | — |
| D | BUY | 05 Mar 2025 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | -32.7% | — |
| D | SELL | 26 Feb 2025 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 26 Feb 2025 | FTGC First Trust Global Tactical Commod |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 26 Feb 2025 | EMLP First Trust North American Energy |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 26 Feb 2025 | LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 | joint | +92.7% | — |
| E | BUY | 26 Feb 2025 | NVDA Nvidia Corp |
$1,001 - $15,000 | joint | +40.7% | — |
| E | BUY | 26 Feb 2025 | MSI Motorola Solutions |
$1,001 - $15,000 | joint | -8.7% | — |
| E | BUY | 26 Feb 2025 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | -15.1% | — |
| B | BUY | 26 Feb 2025 | ECL Ecolab Inc |
$1,001 - $15,000 | joint | -11.2% | yes |
| E | BUY | 26 Feb 2025 | AXP American Express Company |
$1,001 - $15,000 | joint | -8.0% | — |
| E | BUY | 26 Feb 2025 | AMZN Amazon.com Inc |
$1,001 - $15,000 | joint | -12.3% | — |
| D | BUY | 25 Feb 2025 | URNM Sprott Uranium Miners ETF |
$1,001 - $15,000 | joint | +75.7% | — |
| D | SELL | 14 Feb 2025 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 14 Feb 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | joint | -14.1% | — |
| B | SELL | 13 Feb 2025 | PFE Pfizer Inc |
$1,001 - $15,000 | joint | — | yes |
| D | SELL | 13 Feb 2025 | DIS Walt Disney Company |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 13 Feb 2025 | BSX Boston Scientific Corp |
$1,001 - $15,000 | joint | -48.2% | yes |
| D | BUY | 13 Feb 2025 | GOOGL Alphabet Cl A |
$1,001 - $15,000 | joint | +55.8% | — |
| D | SELL | 05 Feb 2025 | LRCX Lam Research Corp |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 05 Feb 2025 | JPM JP Morgan Chase & Company |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 05 Feb 2025 | BAC Bank of America Corp |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 05 Feb 2025 | MSFT Microsoft Corp |
$1,001 - $15,000 | joint | -14.1% | — |
| E | BUY | 05 Feb 2025 | MA Mastercard Inc |
$1,001 - $15,000 | joint | -23.1% | — |
| D | BUY | 05 Feb 2025 | AXP American Express Company |
$1,001 - $15,000 | joint | -8.0% | — |
| D | SELL | 04 Feb 2025 | QSR Restaurant Brands International |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 04 Feb 2025 | AMZN Amazon.com Inc |
$1,001 - $15,000 | joint | -12.3% | — |
| D | SELL | 28 Jan 2025 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 28 Jan 2025 | HPQ HP Inc |
$1,001 - $15,000 | joint | — | — |
| B | BUY | 28 Jan 2025 | NRG NRG Energy, Inc. Common Stock |
$1,001 - $15,000 | joint | +37.0% | yes |
| D | BUY | 28 Jan 2025 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | -11.8% | — |
| D | SELL | 16 Jan 2025 | SPY SPDR??S&P 500? ETF Trust |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 16 Jan 2025 | TBLL Invesco Short Term Treasury ETF |
$1,001 - $15,000 | joint | -11.8% | — |
| D | SELL | 14 Jan 2025 | QQQ Invesco QQQ Trust, Series 1 |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Jan 2025 | EBAY Ebay Inc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 14 Jan 2025 | CSCO Cisco Systems Inc |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 14 Jan 2025 | CRM Salesforce Inc |
$1,001 - $15,000 | joint | -56.6% | — |
| D | BUY | 14 Jan 2025 | NVDA Nvidia Corp |
$1,001 - $15,000 | joint | +29.0% | — |
| D | BUY | 14 Jan 2025 | MA Mastercard Incorporated Common Sto |
$1,001 - $15,000 | joint | -19.8% | — |
| D | SELL | 23 Dec 2024 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 20 Nov 2024 | VWO Vanguard FTSE Emerging Markets ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 20 Nov 2024 | SWKS Skyworks Solutions, Inc. - Common |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 20 Nov 2024 | BBEU JPMorgan BetaBuilders Europe ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 20 Nov 2024 | AAXJ iShares MSCI All Country Asia ex J |
$1,001 - $15,000 | joint | +11.5% | — |
| D | BUY | 13 Nov 2024 | SPY SPDR S&P 500 |
$1,001 - $15,000 | joint | +0.0% | — |
| D | SELL | 09 Oct 2024 | IWM iShares Russell 2000 ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Oct 2024 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 26 Sep 2024 | FI Fiserv Inc |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Sep 2024 | VEA Vanguard FTSE Developed Markets ET |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Sep 2024 | MDY S&P Midcap 400 SPDR |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 09 Sep 2024 | EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Sep 2024 | VNQI Vanguard Global ex-U.S. Real Estat |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Sep 2024 | TPYP Tortoise North American Pipeline E |
$15,001 - $50,000 | joint | — | — |
| D | SELL | 06 Sep 2024 | EMLP First Trust North American Energy |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 06 Sep 2024 | WWSYX Westwood Quality Smallcap Fund - U |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 06 Sep 2024 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | -10.4% | — |
| E | BUY | 06 Sep 2024 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | -9.4% | — |
| E | BUY | 06 Sep 2024 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | joint | +0.1% | — |
| E | BUY | 06 Sep 2024 | IEF iShares 7-10 Year Treasury Bond ET |
$1,001 - $15,000 | joint | -10.2% | — |
| E | BUY | 06 Sep 2024 | SHY iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 | joint | -11.7% | — |
| E | BUY | 06 Sep 2024 | TLH iShares 10-20 Year Treasury Bond E |
$1,001 - $15,000 | joint | -11.5% | — |
| E | BUY | 06 Sep 2024 | CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 | joint | -9.7% | — |
| E | BUY | 06 Sep 2024 | IEI iShares 3-7 Year Treasury Bond ETF |
$1,001 - $15,000 | joint | -10.6% | — |
| E | BUY | 06 Sep 2024 | TLT iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 | joint | -13.1% | — |
| E | BUY | 06 Sep 2024 | MBB MBS Ishares ETF |
$1,001 - $15,000 | joint | -9.8% | — |
| E | BUY | 06 Sep 2024 | AGZ iShares Agency Bond ETF |
$1,001 - $15,000 | joint | -11.0% | — |
| D | BUY | 06 Sep 2024 | TBLL Invesco Short Term Treasury ETF |
$15,001 - $50,000 | joint | -12.0% | — |
| E | BUY | 06 Sep 2024 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | -9.8% | — |
| D | BUY | 06 Sep 2024 | FTGC First Trust Global Tactical Commod |
$15,001 - $50,000 | joint | -3.5% | — |
| E | BUY | 06 Sep 2024 | PPLT Aberdeen Standard Physical Platinu |
$1,001 - $15,000 | joint | +34.0% | — |
| E | BUY | 06 Sep 2024 | PALL Aberdeen Standard Physical Palladi |
$1,001 - $15,000 | joint | +14.3% | — |
| D | BUY | 26 Jul 2024 | MSI Motorola Solutions, Inc. Common St |
$1,001 - $15,000 | joint | -10.9% | — |
| D | BUY | 26 Jul 2024 | GOOGL Alphabet Inc. - Class A Common Sto |
$1,001 - $15,000 | joint | +1.3% | — |
| D | SELL | 26 Jul 2024 | LRCX Lam Research Corporation - Common |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 18 Jul 2024 | VEA Vanguard FTSE Developed Markets ET |
$1,001 - $15,000 | joint | +1.4% | — |
| D | SELL | 18 Jul 2024 | MDY SPDR MidCap Trust Series I |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 04 Jul 2024 | IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 26 Jun 2024 | IEF iShares 7-10 Year Treasury Bond ET |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 26 Jun 2024 | SHY iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 26 Jun 2024 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | -8.7% | — |
| D | BUY | 26 Jun 2024 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | -9.1% | — |
| D | BUY | 26 Jun 2024 | TLH iShares 10-20 Year Treasury Bond E |
$1,001 - $15,000 | joint | -14.1% | — |
| D | SELL | 24 Jun 2024 | NMVZX Nuance Mid Cap Value Fund Z Class |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 24 Jun 2024 | DALCX Dean Mid Cap Value Fund No-Load |
$1,001 - $15,000 | joint | +1.3% | — |
| D | SELL | 20 Jun 2024 | CMCSA Comcast Corporation - Class A Comm |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 20 Jun 2024 | MSFT Microsoft Corp |
$1,001 - $15,000 | joint | -1.6% | — |
| D | SELL | 04 Jun 2024 | MDY SPDR MidCap Trust Series I |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 04 Jun 2024 | EFA iShares MSCI EAFE ETF |
$15,001 - $50,000 | joint | — | — |
| D | BUY | 04 Jun 2024 | VEA Vanguard FTSE Developed Markets ET |
$15,001 - $50,000 | joint | +0.9% | — |
| D | BUY | 04 Jun 2024 | SPY S&P 500 SPDR |
$1,001 - $15,000 | joint | +0.0% | — |
| D | BUY | 04 Jun 2024 | NMVZX Nuance Mid Cap Value Fund Z Class |
$1,001 - $15,000 | joint | -6.5% | — |
| D | BUY | 04 Jun 2024 | GEM Goldman Sachs ActiveBeta Emerging |
$1,001 - $15,000 | joint | -0.9% | — |
| D | BUY | 31 May 2024 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | joint | -9.3% | — |
| D | SELL | 31 May 2024 | IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 31 May 2024 | EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 16 Apr 2024 | CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 16 Apr 2024 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | joint | -5.0% | — |
| C | SELL | 11 Apr 2024 | EFA iShares MSCI EAFE ETF |
$15,001 - $50,000 | joint | — | — |
| C | BUY | 11 Apr 2024 | SCZ iShares MSCI EAFE Small-Cap ETF |
$15,001 - $50,000 | joint | +0.3% | — |
| D | SELL | 28 Mar 2024 | HES Hess Corp |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 28 Mar 2024 | AMAT Applied Materials |
$1,001 - $15,000 | joint | -34.8% | — |
| D | SELL | 20 Feb 2024 | SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 | joint | — | — |
| D | SELL | 20 Feb 2024 | IEF iShares 7-10 Year Treasury Bond ET |
$1,001 - $15,000 | joint | — | — |
| D | BUY | 20 Feb 2024 | TLH iShares 10-20 Year Treasury Bond E |
$1,001 - $15,000 | joint | -7.0% | — |
| D | BUY | 20 Feb 2024 | TLT iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 | joint | -9.5% | — |
| C | SELL | 20 Dec 2023 | LRCX Lam Research Corp |
$1,001 - $15,000 | self | — | — |
| A | BUY | 20 Dec 2023 | PFE Pfizer Inc |
$1,001 - $15,000 | self | -30.2% | yes |
| D | SELL | 20 Dec 2023 | LRCX Lam Research Corp |
$1,001 - $15,000 | self | — | — |
| B | BUY | 20 Dec 2023 | PFE Pfizer Inc |
$1,001 - $15,000 | self | -30.2% | yes |
| D | SELL | 12 Dec 2023 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | self | — | — |
| C | BUY | 12 Dec 2023 | PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 | self | -25.7% | — |
| C | BUY | 12 Dec 2023 | PALL abrdn Physical Palladium Shares ET |
$1,001 - $15,000 | self | -33.6% | — |
| D | SELL | 12 Dec 2023 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | self | — | — |
| D | BUY | 12 Dec 2023 | PALL abrdn Physical Palladium Shares ET |
$1,001 - $15,000 | self | -33.6% | — |
| D | BUY | 12 Dec 2023 | PALL abrdn Physical Palladium Shares ET |
$1,001 - $15,000 | self | -33.6% | — |
| D | SELL | 29 Nov 2023 | TLT 20+ Year Treas Bond Ishares ETF |
$1,001 - $15,000 | self | — | — |
| D | BUY | 29 Nov 2023 | SHY iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 | self | -27.2% | — |
| C | BUY | 08 Nov 2023 | TLH iShares 10-20 Year Treasury Bond E |
$1,001 - $15,000 | self | -29.3% | — |
| D | SELL | 07 Nov 2023 | SHY iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 | self | — | — |
| D | SELL | 07 Nov 2023 | CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 | self | — | — |
| D | SELL | 07 Nov 2023 | AGZ iShares Agency Bond ETF |
$1,001 - $15,000 | self | — | — |
| D | SELL | 07 Nov 2023 | GBIL Goldman Sachs Access Treasury 0-1 |
$1,001 - $15,000 | self | — | — |
| D | SELL | 07 Nov 2023 | GIGB Goldman Sachs Access Investment Gr |
$1,001 - $15,000 | self | — | — |
| D | BUY | 07 Nov 2023 | JMBS Janus Henderson Mortgage-Backed Se |
$1,001 - $15,000 | self | -27.0% | — |
| D | BUY | 07 Nov 2023 | TLT 20+ Year Treas Bond Ishares ETF |
$1,001 - $15,000 | self | -32.3% | — |
| D | BUY | 07 Nov 2023 | MBB iShares MBS ETF |
$1,001 - $15,000 | self | -27.1% | — |
| A | SELL | 05 Oct 2023 | AES The AES Corporation Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | SELL | 29 Aug 2023 | FEP First Trust Europe AlphaDEX Fund |
$15,001 - $50,000 | self | — | — |
| C | BUY | 29 Aug 2023 | BBEU JPM Betabuilders Europe ETF |
$15,001 - $50,000 | self | -4.4% | — |
Click any row for the full trade breakdown.