Trade of the Marjorie Taylor Greene
Republican · GA-14 · House
In-remit alpha 12m
+27.2%
152 buys in their jurisdiction
Everything else
+0.6%
their other buys
$-weighted 12m
+7.5%
all buys, by size
t-stat (12m)
3.95
outside the noise
Disclosure lag
7 days
trade → public filing
Est. volume
$2.3M
0 option trades
Trading profile
| Disclosed transactions | 560 across 60 filings |
| Buys / sells | 537 / 23 |
| Distinct securities | 115 |
| Estimated volume | $7.9M |
| Traded in family accounts | 102 of 560 |
| Active | 20 Jan 2021 – 12 Dec 2025 |
| Busiest single day | 61 trades 05 May 2025 |
61 transactions on a single day is the signature of a managed account being rebalanced rather than 61 separate decisions — which is why the grades below skew low.
What they buy
| Technology | 186 | |
| Financials | 63 | |
| Industrials | 50 | |
| Healthcare | 47 | |
| Pharma | 35 | |
| Transport | 32 | |
| Telecom | 28 | |
| Energy | 23 |
Committees — what defines their remit
No standing committee seats on record.Jurisdiction sectors: none · access score 0.00
How their trades grade
How often their trades look like discrete, in-jurisdiction decisions rather than managed-account activity.
| A |
|
1 |
| B |
|
15 |
| C |
|
102 |
| D |
|
92 |
| E |
|
246 |
Largest positions
| Ticker | Buys | Est. size | Avg 12m vs SPY |
|---|---|---|---|
| UPS | 14 | $77.8K | -30.0% |
| NSRGY | 11 | $66.1K | -0.4% |
| AAPL | 9 | $58.4K | +1.2% |
| AMZN | 15 | $58.1K | -4.0% |
| AMD | 15 | $58.1K | +92.6% |
| V | 8 | $54.5K | -7.2% |
| FDX | 8 | $54.5K | +17.0% |
| TSLA | 14 | $54.2K | +17.5% |
| IBIT | 7 | $50.6K | -33.4% |
| HD | 7 | $50.6K | -20.7% |
| COST | 6 | $46.8K | -2.0% |
| JPM | 12 | $46.5K | +6.5% |
All disclosed trades
| Grade | Side | Traded | Ticker | Amount | Owner | 12m vs SPY | Remit |
|---|---|---|---|---|---|---|---|
| — | BUY | 12 Dec 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| D | BUY | 21 Nov 2025 | IBIT iShares Bitcoin Trust ETF (IBIT) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 13 Nov 2025 | None US Treasury Bill |
$50,001 - $100,000 | self | — | — |
| B | BUY | 12 Nov 2025 | ADP Automatic Data Processing, Inc. - |
$15,001 - $50,000 | self | — | yes |
| B | BUY | 12 Nov 2025 | PAYX Paychex, Inc. - Common Stock (PAYX |
$15,001 - $50,000 | self | — | yes |
| D | BUY | 06 Nov 2025 | PG Procter & Gamble Company (PG) |
$15,001 - $50,000 | self | — | — |
| C | BUY | 24 Oct 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 24 Oct 2025 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 24 Oct 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | — | — |
| E | BUY | 24 Oct 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 24 Oct 2025 | CAH Cardinal Health, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| E | BUY | 24 Oct 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | self | — | — |
| E | BUY | 24 Oct 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 24 Oct 2025 | IBIT iShares Bitcoin Trust ETF - iShare |
$1,001 - $15,000 | self | — | — |
| E | BUY | 24 Oct 2025 | KMI Kinder Morgan, Inc. Common Stock ( |
$1,001 - $15,000 | self | — | — |
| C | BUY | 24 Oct 2025 | MELI MercadoLibre, Inc. - Common Stock |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 24 Oct 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 24 Oct 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 24 Oct 2025 | OXY Occidental Petroleum Corporation C |
$1,001 - $15,000 | self | — | — |
| C | BUY | 24 Oct 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 15 Oct 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 15 Oct 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 15 Oct 2025 | EXC Exelon Corporation (EXC) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 15 Oct 2025 | IBIT iShares Bitcoin Trust ETF - iShare |
$1,001 - $15,000 | self | — | — |
| E | BUY | 15 Oct 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$1,001 - $15,000 | self | — | — |
| E | BUY | 15 Oct 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 15 Oct 2025 | XMEX Xemex Group Inc. Common stock (XME |
$1,001 - $15,000 | self | — | — |
| C | BUY | 09 Oct 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 09 Oct 2025 | IBIT iShares Bitcoin Trust ETF - iShare |
$1,001 - $15,000 | self | — | — |
| D | BUY | 09 Oct 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | — | — |
| C | BUY | 11 Sep 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 11 Sep 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 11 Sep 2025 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | self | — | — |
| C | BUY | 11 Sep 2025 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | — | yes |
| C | BUY | 11 Sep 2025 | CRWD CrowdStrike Holdings, Inc. - Class |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 11 Sep 2025 | DLR Digital Realty Trust, Inc. Common |
$1,001 - $15,000 | self | — | — |
| E | BUY | 11 Sep 2025 | DUK Duke Energy Corporation (DUK) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 11 Sep 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 11 Sep 2025 | IBIT iShares Bitcoin Trust ETF - iShare |
$1,001 - $15,000 | self | — | — |
| E | BUY | 11 Sep 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | self | — | — |
| — | BUY | 11 Sep 2025 | None US TREASURY BILL 09/03/2025 |
$100,001 - $250,000 | self | — | — |
| C | BUY | 28 Aug 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | — | yes |
| D | BUY | 28 Aug 2025 | EXC Exelon Corporation (EXC) |
$15,001 - $50,000 | self | — | — |
| E | BUY | 28 Aug 2025 | FDX FedEx Corporation Common Stock (FD |
$15,001 - $50,000 | self | — | — |
| C | BUY | 28 Aug 2025 | MELI MercadoLibre, Inc. - Common Stock |
$1,001 - $15,000 | self | — | yes |
| E | BUY | 28 Aug 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Aug 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Aug 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Aug 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 28 Aug 2025 | RHP Ryman Hospitality Properties, Inc. |
$15,001 - $50,000 | self | — | — |
| E | BUY | 28 Aug 2025 | SO Southern Company (SO) |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Aug 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | — | — |
| E | BUY | 28 Aug 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| — | SELL | 28 Aug 2025 | None US Treasury Bill |
$15,001 - $50,000 | self | — | — |
| C | BUY | 19 Aug 2025 | NVO Novo Nordisk A/S Common Stock (NVO |
$15,001 - $50,000 | self | — | — |
| D | BUY | 06 Aug 2025 | NYSE FIG (NYSE) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 04 Aug 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | self | — | — |
| D | BUY | 04 Aug 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | — | — |
| D | BUY | 04 Aug 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | self | — | — |
| — | BUY | 04 Aug 2025 | None US Treasury Bill |
$50,001 - $100,000 | self | — | — |
| B | BUY | 15 Jul 2025 | PLTR Palantir Technologies Inc. - Class |
$1,001 - $15,000 | self | -35.8% | yes |
| D | BUY | 15 Jul 2025 | PEP Pepsico, Inc. (PEP) |
$1,001 - $15,000 | self | -22.0% | — |
| — | BUY | 15 Jul 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| — | BUY | 15 Jul 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| — | BUY | 14 Jul 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| D | SELL | 17 Jun 2025 | LULU lululemon athletica inc. - Common |
$1,001 - $15,000 | self | — | — |
| B | BUY | 17 Jun 2025 | SNOW Snowflake Inc. Class A Common Stoc |
$1,001 - $15,000 | self | -19.7% | yes |
| D | BUY | 17 Jun 2025 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | self | -64.2% | — |
| — | BUY | 12 Jun 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| C | BUY | 06 Jun 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | self | -74.9% | yes |
| C | BUY | 06 Jun 2025 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | +230.1% | yes |
| E | BUY | 06 Jun 2025 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | self | -9.5% | — |
| C | BUY | 06 Jun 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$1,001 - $15,000 | self | -63.5% | yes |
| E | BUY | 06 Jun 2025 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | -2.0% | — |
| C | BUY | 06 Jun 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | self | -78.0% | yes |
| B | BUY | 06 Jun 2025 | SNOW Snowflake Inc. Class A Common Stoc |
$1,001 - $15,000 | self | -17.3% | yes |
| D | BUY | 16 May 2025 | UNH UnitedHealth Group Incorporated Co |
$1,001 - $15,000 | self | -3.6% | — |
| — | BUY | 16 May 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| D | BUY | 14 May 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +265.0% | yes |
| D | BUY | 14 May 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +103.8% | yes |
| E | BUY | 14 May 2025 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | self | -2.6% | — |
| E | BUY | 14 May 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | self | -42.3% | — |
| E | BUY | 14 May 2025 | CAH Cardinal Health, Inc. Common Stock |
$1,001 - $15,000 | self | +3.9% | — |
| E | BUY | 14 May 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | self | +17.7% | — |
| D | BUY | 14 May 2025 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | self | +256.8% | yes |
| E | BUY | 14 May 2025 | DG Dollar General Corporation Common |
$1,001 - $15,000 | self | -19.4% | — |
| E | BUY | 14 May 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | self | +9.3% | — |
| C | BUY | 14 May 2025 | PI Impinj, Inc. - Common Stock (PI) |
$1,001 - $15,000 | self | -14.3% | yes |
| C | BUY | 14 May 2025 | MELI MercadoLibre, Inc. - Common Stock |
$15,001 - $50,000 | self | -62.0% | yes |
| D | BUY | 14 May 2025 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | -31.0% | yes |
| E | BUY | 14 May 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | self | +29.5% | — |
| C | BUY | 14 May 2025 | NFLX Netflix, Inc. - Common Stock (NFLX |
$1,001 - $15,000 | self | -52.2% | yes |
| D | BUY | 14 May 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +40.0% | yes |
| D | BUY | 14 May 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | self | -75.5% | yes |
| E | BUY | 14 May 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | -6.5% | — |
| E | BUY | 14 May 2025 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | -0.8% | — |
| E | BUY | 14 May 2025 | UNH UnitedHealth Group Incorporated Co |
$15,001 - $50,000 | self | -3.6% | — |
| E | BUY | 05 May 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | self | -20.9% | — |
| D | BUY | 05 May 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | self | -65.4% | yes |
| D | BUY | 05 May 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +273.3% | yes |
| D | BUY | 05 May 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +106.8% | yes |
| D | BUY | 05 May 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | +14.0% | yes |
| E | BUY | 05 May 2025 | AXP American Express Company Common St |
$1,001 - $15,000 | self | -16.0% | — |
| E | BUY | 05 May 2025 | AMGN Amgen Inc. - Common Stock (AMGN) |
$1,001 - $15,000 | self | -7.3% | — |
| D | BUY | 05 May 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | +12.8% | yes |
| D | BUY | 05 May 2025 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | +138.1% | yes |
| E | BUY | 05 May 2025 | BAC Bank of America Corporation Common |
$1,001 - $15,000 | self | -0.7% | — |
| E | BUY | 05 May 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -39.9% | — |
| E | BUY | 05 May 2025 | BHP BHP Group Limited American Deposit |
$1,001 - $15,000 | self | +41.1% | — |
| E | BUY | 05 May 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | self | -37.7% | — |
| C | BUY | 05 May 2025 | BA Boeing Company (BA) |
$1,001 - $15,000 | self | -7.2% | yes |
| E | BUY | 05 May 2025 | BP BP p.l.c. Common Stock (BP) |
$1,001 - $15,000 | self | +31.9% | — |
| D | BUY | 05 May 2025 | AVGO Broadcom Inc. - Common Stock (AVGO |
$1,001 - $15,000 | self | +76.6% | yes |
| E | BUY | 05 May 2025 | CAH Cardinal Health, Inc. Common Stock |
$1,001 - $15,000 | self | -8.7% | — |
| E | BUY | 05 May 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +148.4% | — |
| E | BUY | 05 May 2025 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | self | -23.2% | — |
| E | BUY | 05 May 2025 | CVX Chevron Corporation Common Stock ( |
$1,001 - $15,000 | self | +8.1% | — |
| D | BUY | 05 May 2025 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | self | +280.1% | yes |
| E | BUY | 05 May 2025 | CMI Cummins Inc. Common Stock (CMI) |
$1,001 - $15,000 | self | +100.2% | — |
| D | BUY | 05 May 2025 | DELL Dell Technologies Inc. Class C Com |
$1,001 - $15,000 | self | +117.0% | yes |
| E | BUY | 05 May 2025 | DVN Devon Energy Corporation Common St |
$1,001 - $15,000 | self | +20.8% | — |
| E | BUY | 05 May 2025 | DLR Digital Realty Trust, Inc. Common |
$1,001 - $15,000 | self | -11.6% | — |
| E | BUY | 05 May 2025 | DUK Duke Energy Corporation (DUK) |
$1,001 - $15,000 | self | -26.6% | — |
| E | BUY | 05 May 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | self | -6.3% | — |
| E | BUY | 05 May 2025 | FDX FedEx Corporation Common Stock (FD |
$1,001 - $15,000 | self | +47.3% | — |
| E | BUY | 05 May 2025 | FRO Frontline Plc Ordinary Shares (FRO |
$1,001 - $15,000 | self | +98.3% | — |
| E | BUY | 05 May 2025 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | self | +8.5% | — |
| E | BUY | 05 May 2025 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | self | +8.5% | — |
| E | BUY | 05 May 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | self | +39.7% | — |
| E | BUY | 05 May 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | -40.3% | — |
| C | BUY | 05 May 2025 | PI Impinj, Inc. - Common Stock (PI) |
$1,001 - $15,000 | self | +24.0% | yes |
| D | BUY | 05 May 2025 | INTC Intel Corporation - Common Stock ( |
$1,001 - $15,000 | self | +416.8% | yes |
| E | BUY | 05 May 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | self | +15.7% | — |
| E | BUY | 05 May 2025 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | -7.1% | — |
| E | BUY | 05 May 2025 | KMI Kinder Morgan, Inc. Common Stock ( |
$1,001 - $15,000 | self | -11.8% | — |
| C | BUY | 05 May 2025 | MELI MercadoLibre, Inc. - Common Stock |
$1,001 - $15,000 | self | -48.0% | yes |
| E | BUY | 05 May 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | +14.1% | — |
| D | BUY | 05 May 2025 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | -27.3% | yes |
| D | BUY | 05 May 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | -34.4% | yes |
| E | BUY | 05 May 2025 | MS Morgan Stanley Common Stock (MS) |
$1,001 - $15,000 | self | +32.5% | — |
| E | BUY | 05 May 2025 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | +12.9% | — |
| E | BUY | 05 May 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | self | +12.7% | — |
| E | BUY | 05 May 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | self | +12.7% | — |
| D | BUY | 05 May 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +55.0% | yes |
| E | BUY | 05 May 2025 | OXY Occidental Petroleum Corporation C |
$1,001 - $15,000 | self | +7.4% | — |
| E | BUY | 05 May 2025 | OXY Occidental Petroleum Corporation C |
$1,001 - $15,000 | self | +7.4% | — |
| E | BUY | 05 May 2025 | ODFL Old Dominion Freight Line, Inc. - |
$1,001 - $15,000 | self | -2.6% | — |
| D | BUY | 05 May 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | -28.0% | yes |
| C | BUY | 05 May 2025 | PAYX Paychex, Inc. - Common Stock (PAYX |
$1,001 - $15,000 | self | -66.8% | yes |
| D | BUY | 05 May 2025 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | self | +15.6% | yes |
| D | BUY | 05 May 2025 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | self | -83.9% | yes |
| E | BUY | 05 May 2025 | SBUX Starbucks Corporation - Common Sto |
$1,001 - $15,000 | self | -3.0% | — |
| E | BUY | 05 May 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | +16.6% | — |
| E | BUY | 05 May 2025 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | -18.7% | — |
| E | BUY | 05 May 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -18.0% | — |
| — | BUY | 05 May 2025 | None VANGUARD S&P 500 ETF |
$1,001 - $15,000 | self | — | — |
| E | BUY | 05 May 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -39.3% | — |
| E | BUY | 05 May 2025 | WMT Walmart Inc. Common Stock (WMT) |
$1,001 - $15,000 | self | +1.2% | — |
| C | BUY | 09 Apr 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | self | -63.5% | yes |
| C | BUY | 09 Apr 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +133.6% | yes |
| C | BUY | 09 Apr 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | -6.2% | yes |
| C | BUY | 09 Apr 2025 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | +142.7% | yes |
| C | BUY | 09 Apr 2025 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | +97.3% | yes |
| D | BUY | 09 Apr 2025 | CMI Cummins Inc. Common Stock (CMI) |
$1,001 - $15,000 | self | +86.7% | — |
| E | BUY | 09 Apr 2025 | DVN Devon Energy Corporation Common St |
$1,001 - $15,000 | self | +29.7% | — |
| D | BUY | 09 Apr 2025 | MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 | self | +26.2% | — |
| C | BUY | 09 Apr 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +43.1% | yes |
| C | BUY | 09 Apr 2025 | PLTR Palantir Technologies Inc. - Class |
$1,001 - $15,000 | self | +12.5% | yes |
| C | BUY | 08 Apr 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +133.6% | yes |
| C | BUY | 08 Apr 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | +4.2% | yes |
| E | BUY | 08 Apr 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | self | -29.3% | — |
| E | BUY | 08 Apr 2025 | FDX FedEx Corporation Common Stock (FD |
$1,001 - $15,000 | self | +49.6% | — |
| E | BUY | 08 Apr 2025 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | +4.7% | — |
| E | BUY | 08 Apr 2025 | LULU lululemon athletica inc. - Common |
$1,001 - $15,000 | self | -68.5% | — |
| E | BUY | 08 Apr 2025 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | self | -47.7% | — |
| C | BUY | 08 Apr 2025 | PLTR Palantir Technologies Inc. - Class |
$1,001 - $15,000 | self | +12.5% | yes |
| C | BUY | 08 Apr 2025 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | self | -33.9% | yes |
| E | BUY | 08 Apr 2025 | SCCO Southern Copper Corporation Common |
$1,001 - $15,000 | self | +110.6% | — |
| E | BUY | 08 Apr 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | +11.9% | — |
| — | SELL | 08 Apr 2025 | None US Treasury Bill |
$50,001 - $100,000 | self | — | — |
| C | BUY | 04 Apr 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -11.6% | yes |
| E | BUY | 04 Apr 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -36.8% | — |
| E | BUY | 04 Apr 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +138.8% | — |
| C | BUY | 04 Apr 2025 | DELL Dell Technologies Inc. Class C Com |
$1,001 - $15,000 | self | +112.7% | yes |
| E | BUY | 04 Apr 2025 | FDX FedEx Corporation Common Stock (FD |
$1,001 - $15,000 | self | +51.8% | — |
| C | BUY | 04 Apr 2025 | PI Impinj, Inc. - Common Stock (PI) |
$1,001 - $15,000 | self | +11.6% | yes |
| E | BUY | 04 Apr 2025 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | +9.4% | — |
| C | BUY | 04 Apr 2025 | LRCX Lam Research Corporation - Common |
$1,001 - $15,000 | self | +253.0% | yes |
| E | BUY | 04 Apr 2025 | LULU lululemon athletica inc. - Common |
$1,001 - $15,000 | self | -72.1% | — |
| E | BUY | 04 Apr 2025 | NKE Nike, Inc. Common Stock (NKE) |
$1,001 - $15,000 | self | -55.8% | — |
| E | BUY | 04 Apr 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | self | +8.6% | — |
| E | BUY | 04 Apr 2025 | ODFL Old Dominion Freight Line, Inc. - |
$1,001 - $15,000 | self | +1.7% | — |
| C | BUY | 04 Apr 2025 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | self | -31.5% | yes |
| D | BUY | 04 Apr 2025 | RH RH Common Stock (RH) |
$1,001 - $15,000 | self | -63.2% | — |
| E | BUY | 04 Apr 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -21.3% | — |
| C | BUY | 03 Apr 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | +8.3% | yes |
| D | BUY | 03 Apr 2025 | FDX FedEx Corporation Common Stock (FD |
$1,001 - $15,000 | self | +51.8% | — |
| D | BUY | 03 Apr 2025 | ODFL Old Dominion Freight Line, Inc. - |
$1,001 - $15,000 | self | +1.7% | — |
| D | BUY | 03 Apr 2025 | SO Southern Company (SO) |
$1,001 - $15,000 | self | -17.9% | — |
| — | BUY | 25 Mar 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| — | BUY | 20 Mar 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| E | BUY | 17 Mar 2025 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | self | -17.3% | — |
| C | BUY | 17 Mar 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +66.2% | yes |
| C | BUY | 17 Mar 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | -0.4% | yes |
| C | BUY | 17 Mar 2025 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | +119.8% | yes |
| E | BUY | 17 Mar 2025 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | self | -39.7% | — |
| E | BUY | 17 Mar 2025 | CAH Cardinal Health, Inc. Common Stock |
$1,001 - $15,000 | self | +42.4% | — |
| E | BUY | 17 Mar 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +89.5% | — |
| E | BUY | 17 Mar 2025 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | self | -8.4% | — |
| E | BUY | 17 Mar 2025 | DLR Digital Realty Trust, Inc. Common |
$1,001 - $15,000 | self | +1.7% | — |
| E | BUY | 17 Mar 2025 | KMI Kinder Morgan, Inc. Common Stock ( |
$1,001 - $15,000 | self | +6.6% | — |
| C | BUY | 17 Mar 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +31.4% | yes |
| E | BUY | 17 Mar 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -28.7% | — |
| — | BUY | 17 Mar 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| B | BUY | 07 Mar 2025 | CRWD CrowdStrike Holdings, Inc. - Class |
$1,001 - $15,000 | self | +14.5% | yes |
| D | BUY | 07 Mar 2025 | DG Dollar General Corporation Common |
$1,001 - $15,000 | self | +61.8% | — |
| E | BUY | 07 Mar 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | self | +36.2% | — |
| E | BUY | 07 Mar 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | +37.4% | — |
| D | BUY | 03 Mar 2025 | DG Dollar General Corporation Common |
$1,001 - $15,000 | self | +61.8% | — |
| A | BUY | 03 Mar 2025 | PI Impinj, Inc. - Common Stock (PI) |
$1,001 - $15,000 | self | -25.6% | yes |
| D | BUY | 03 Mar 2025 | IBIT iShares Bitcoin Trust ETF (IBIT) |
$15,001 - $50,000 | self | -36.2% | — |
| C | BUY | 12 Feb 2025 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | self | -56.8% | yes |
| C | BUY | 12 Feb 2025 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | -4.9% | yes |
| E | BUY | 12 Feb 2025 | DVN Devon Energy Corporation Common St |
$1,001 - $15,000 | self | +16.9% | — |
| E | BUY | 12 Feb 2025 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | self | +30.1% | — |
| C | BUY | 12 Feb 2025 | INTC Intel Corporation - Common Stock ( |
$1,001 - $15,000 | self | +71.1% | yes |
| C | BUY | 12 Feb 2025 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | -26.0% | yes |
| C | BUY | 12 Feb 2025 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | -15.0% | yes |
| E | BUY | 12 Feb 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | self | +12.4% | — |
| B | BUY | 12 Feb 2025 | PLTR Palantir Technologies Inc. - Class |
$1,001 - $15,000 | self | -1.7% | yes |
| E | BUY | 12 Feb 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -5.4% | — |
| — | BUY | 12 Feb 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| C | BUY | 21 Jan 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +102.3% | yes |
| C | BUY | 21 Jan 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -13.4% | yes |
| E | BUY | 21 Jan 2025 | CAH Cardinal Health, Inc. Common Stock |
$1,001 - $15,000 | self | +45.7% | — |
| E | BUY | 21 Jan 2025 | DVN Devon Energy Corporation Common St |
$1,001 - $15,000 | self | -2.4% | — |
| E | BUY | 21 Jan 2025 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | self | +10.6% | — |
| E | BUY | 21 Jan 2025 | KMI Kinder Morgan, Inc. Common Stock ( |
$1,001 - $15,000 | self | -3.2% | — |
| C | BUY | 21 Jan 2025 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | -16.4% | yes |
| E | BUY | 21 Jan 2025 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | +7.7% | — |
| E | BUY | 21 Jan 2025 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | self | -4.1% | — |
| C | BUY | 21 Jan 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +40.1% | yes |
| E | BUY | 21 Jan 2025 | OXY Occidental Petroleum Corporation C |
$1,001 - $15,000 | self | -25.1% | — |
| E | BUY | 21 Jan 2025 | ODFL Old Dominion Freight Line, Inc. - |
$1,001 - $15,000 | self | -27.6% | — |
| C | BUY | 21 Jan 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | -19.8% | yes |
| — | BUY | 21 Jan 2025 | None US Treasury Bill |
$50,001 - $100,000 | self | — | — |
| E | BUY | 21 Jan 2025 | V Visa Inc. (V) |
$1,001 - $15,000 | self | -18.7% | — |
| D | BUY | 08 Jan 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +102.3% | yes |
| D | BUY | 08 Jan 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +102.3% | yes |
| D | BUY | 08 Jan 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +102.3% | yes |
| D | BUY | 08 Jan 2025 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +102.3% | yes |
| D | BUY | 08 Jan 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +56.3% | yes |
| D | BUY | 08 Jan 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +56.3% | yes |
| D | BUY | 08 Jan 2025 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +56.3% | yes |
| D | BUY | 08 Jan 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -13.4% | yes |
| D | BUY | 08 Jan 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -13.4% | yes |
| D | BUY | 08 Jan 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -13.4% | yes |
| D | BUY | 08 Jan 2025 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -13.4% | yes |
| D | BUY | 08 Jan 2025 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | +94.5% | yes |
| E | BUY | 08 Jan 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -17.2% | — |
| E | BUY | 08 Jan 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -17.2% | — |
| E | BUY | 08 Jan 2025 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -17.2% | — |
| E | BUY | 08 Jan 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +48.4% | — |
| E | BUY | 08 Jan 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +48.4% | — |
| E | BUY | 08 Jan 2025 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +48.4% | — |
| E | BUY | 08 Jan 2025 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | -26.3% | — |
| D | BUY | 08 Jan 2025 | INTC Intel Corporation - Common Stock ( |
$1,001 - $15,000 | self | +122.7% | yes |
| D | BUY | 08 Jan 2025 | INTC Intel Corporation - Common Stock ( |
$1,001 - $15,000 | self | +122.7% | yes |
| E | BUY | 08 Jan 2025 | IBIT iShares Bitcoin Trust ETF (IBIT) |
$1,001 - $15,000 | self | -30.6% | — |
| E | BUY | 08 Jan 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | self | +36.6% | — |
| E | BUY | 08 Jan 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | self | +36.6% | — |
| E | BUY | 08 Jan 2025 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | self | +36.6% | — |
| E | BUY | 08 Jan 2025 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | -1.7% | — |
| E | BUY | 08 Jan 2025 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | -1.7% | — |
| E | BUY | 08 Jan 2025 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | -1.7% | — |
| E | BUY | 08 Jan 2025 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | -1.7% | — |
| D | BUY | 08 Jan 2025 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +40.1% | yes |
| D | BUY | 08 Jan 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | -19.8% | yes |
| D | BUY | 08 Jan 2025 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | -19.8% | yes |
| E | BUY | 08 Jan 2025 | SCCO Southern Copper Corporation Common |
$1,001 - $15,000 | self | +104.9% | — |
| E | BUY | 08 Jan 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | -8.4% | — |
| E | BUY | 08 Jan 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | -8.4% | — |
| E | BUY | 08 Jan 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | -8.4% | — |
| E | BUY | 08 Jan 2025 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | -8.4% | — |
| E | BUY | 08 Jan 2025 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | +11.8% | — |
| E | BUY | 08 Jan 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -35.5% | — |
| E | BUY | 08 Jan 2025 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -35.5% | — |
| — | BUY | 08 Jan 2025 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| C | BUY | 24 Dec 2024 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | self | -38.6% | yes |
| C | BUY | 24 Dec 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -12.6% | yes |
| C | BUY | 24 Dec 2024 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | +41.9% | yes |
| E | BUY | 24 Dec 2024 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +44.4% | — |
| E | BUY | 24 Dec 2024 | DUK Duke Energy Corporation (DUK) |
$1,001 - $15,000 | self | -5.3% | — |
| E | BUY | 24 Dec 2024 | LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 | self | +21.6% | — |
| E | BUY | 24 Dec 2024 | GILD Gilead Sciences, Inc. - Common Sto |
$1,001 - $15,000 | self | +16.6% | — |
| E | BUY | 24 Dec 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | self | +29.0% | — |
| C | BUY | 24 Dec 2024 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | -4.8% | yes |
| C | BUY | 24 Dec 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | -3.0% | yes |
| E | BUY | 24 Dec 2024 | NSC Norfolk Southern Corporation Commo |
$1,001 - $15,000 | self | +8.6% | — |
| C | BUY | 24 Dec 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +20.9% | yes |
| C | BUY | 24 Dec 2024 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | self | -45.9% | yes |
| E | BUY | 24 Dec 2024 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | -8.6% | — |
| — | BUY | 24 Dec 2024 | None US Treasury Bill |
$50,001 - $100,000 | self | — | — |
| — | BUY | 16 Dec 2024 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| D | BUY | 25 Nov 2024 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +44.3% | yes |
| D | BUY | 25 Nov 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +73.7% | yes |
| D | BUY | 25 Nov 2024 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | +42.3% | yes |
| E | BUY | 25 Nov 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -9.5% | — |
| E | BUY | 25 Nov 2024 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | self | -2.1% | — |
| E | BUY | 25 Nov 2024 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | self | -20.5% | — |
| E | BUY | 25 Nov 2024 | DUK Duke Energy Corporation (DUK) |
$1,001 - $15,000 | self | -5.8% | — |
| E | BUY | 25 Nov 2024 | GSK GSK plc American Depositary Shares |
$1,001 - $15,000 | self | +31.2% | — |
| E | BUY | 25 Nov 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | -30.5% | — |
| E | BUY | 25 Nov 2024 | JNJ Johnson & Johnson Common Stock (JN |
$1,001 - $15,000 | self | +22.3% | — |
| E | BUY | 25 Nov 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | +12.6% | — |
| D | BUY | 25 Nov 2024 | LRCX Lam Research Corporation - Common |
$1,001 - $15,000 | self | +98.1% | yes |
| D | BUY | 25 Nov 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | +2.6% | yes |
| E | BUY | 25 Nov 2024 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | self | +4.0% | — |
| E | BUY | 25 Nov 2024 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | -2.1% | — |
| D | BUY | 25 Nov 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +14.1% | yes |
| E | BUY | 25 Nov 2024 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -39.4% | — |
| E | BUY | 20 Nov 2024 | ABBV AbbVie Inc. Common Stock (ABBV) |
$1,001 - $15,000 | self | +27.9% | — |
| B | BUY | 20 Nov 2024 | ADBE Adobe Inc. - Common Stock (ADBE) |
$1,001 - $15,000 | self | -47.8% | yes |
| C | BUY | 20 Nov 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | -1.0% | yes |
| C | BUY | 20 Nov 2024 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | +16.8% | yes |
| E | BUY | 20 Nov 2024 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | self | +9.0% | — |
| D | BUY | 20 Nov 2024 | OXY Occidental Petroleum Corporation C |
$1,001 - $15,000 | self | -30.5% | — |
| C | BUY | 20 Nov 2024 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | self | -4.5% | yes |
| E | BUY | 20 Nov 2024 | SCCO Southern Copper Corporation Common |
$1,001 - $15,000 | self | +18.2% | — |
| — | BUY | 20 Nov 2024 | None US Treasury Bill |
$50,001 - $100,000 | self | — | — |
| E | BUY | 07 Nov 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -8.6% | — |
| E | BUY | 07 Nov 2024 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | self | -32.0% | — |
| C | BUY | 07 Nov 2024 | DELL Dell Technologies Inc. Class C Com |
$1,001 - $15,000 | self | -13.2% | yes |
| E | BUY | 07 Nov 2024 | FDX FedEx Corporation Common Stock (FD |
$1,001 - $15,000 | self | -20.3% | — |
| E | BUY | 07 Nov 2024 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | self | +22.8% | — |
| E | BUY | 07 Nov 2024 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | -0.4% | — |
| C | BUY | 07 Nov 2024 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | -4.9% | yes |
| C | BUY | 07 Nov 2024 | NOW ServiceNow, Inc. Common Stock (NOW |
$1,001 - $15,000 | self | -30.3% | yes |
| E | BUY | 07 Nov 2024 | SO Southern Company (SO) |
$1,001 - $15,000 | self | -8.4% | — |
| E | BUY | 07 Nov 2024 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | +11.7% | — |
| E | BUY | 07 Nov 2024 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | -13.3% | — |
| E | BUY | 07 Nov 2024 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | self | -16.9% | — |
| C | BUY | 01 Nov 2024 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | +60.4% | yes |
| C | BUY | 01 Nov 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | +2.2% | yes |
| E | BUY | 01 Nov 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -9.7% | — |
| C | BUY | 01 Nov 2024 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | self | +69.1% | yes |
| E | BUY | 01 Nov 2024 | DLR Digital Realty Trust, Inc. Common |
$1,001 - $15,000 | self | -23.6% | — |
| E | BUY | 01 Nov 2024 | DUK Duke Energy Corporation (DUK) |
$1,001 - $15,000 | self | -6.2% | — |
| C | BUY | 01 Nov 2024 | INTC Intel Corporation - Common Stock ( |
$1,001 - $15,000 | self | +49.8% | yes |
| C | BUY | 01 Nov 2024 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | -7.7% | yes |
| E | BUY | 01 Nov 2024 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | +66.7% | — |
| E | BUY | 01 Nov 2024 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | -21.9% | — |
| C | BUY | 21 Oct 2024 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | +29.6% | yes |
| E | BUY | 21 Oct 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -10.5% | — |
| E | BUY | 21 Oct 2024 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | self | -22.4% | — |
| E | BUY | 21 Oct 2024 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | +19.6% | — |
| E | BUY | 21 Oct 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | -18.6% | — |
| C | BUY | 21 Oct 2024 | INTC Intel Corporation - Common Stock ( |
$1,001 - $15,000 | self | +54.1% | yes |
| C | BUY | 21 Oct 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | +4.8% | yes |
| E | BUY | 21 Oct 2024 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | self | -10.6% | — |
| E | BUY | 21 Oct 2024 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | +89.8% | — |
| E | BUY | 21 Oct 2024 | V Visa Inc. (V) |
$1,001 - $15,000 | self | +4.8% | — |
| — | BUY | 09 Oct 2024 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| C | BUY | 04 Oct 2024 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | -8.0% | yes |
| C | BUY | 04 Oct 2024 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | +0.8% | yes |
| E | BUY | 04 Oct 2024 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | self | -12.3% | — |
| C | BUY | 04 Oct 2024 | DELL Dell Technologies Inc. Class C Com |
$1,001 - $15,000 | self | +12.0% | yes |
| E | BUY | 04 Oct 2024 | FDX FedEx Corporation Common Stock (FD |
$1,001 - $15,000 | self | -26.5% | — |
| E | BUY | 04 Oct 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | +30.3% | — |
| C | BUY | 04 Oct 2024 | LRCX Lam Research Corporation - Common |
$1,001 - $15,000 | self | +57.9% | yes |
| B | BUY | 04 Oct 2024 | META Meta Platforms, Inc. - Class A Com |
$1,001 - $15,000 | self | +5.4% | yes |
| — | BUY | 04 Oct 2024 | None US Treasury Bill |
$50,001 - $100,000 | self | — | — |
| E | BUY | 04 Oct 2024 | V Visa Inc. (V) |
$1,001 - $15,000 | self | +8.6% | — |
| C | BUY | 20 Sep 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +34.3% | yes |
| E | BUY | 20 Sep 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | -7.9% | — |
| D | BUY | 20 Sep 2024 | BX Blackstone Inc. Common Stock (BX) |
$1,001 - $15,000 | self | -1.0% | — |
| D | BUY | 20 Sep 2024 | CAH Cardinal Health, Inc. Common Stock |
$1,001 - $15,000 | self | +24.0% | — |
| C | BUY | 20 Sep 2024 | CRWD CrowdStrike Holdings, Inc. - Class |
$1,001 - $15,000 | self | +44.2% | yes |
| C | BUY | 20 Sep 2024 | INTC Intel Corporation - Common Stock ( |
$1,001 - $15,000 | self | +21.3% | yes |
| B | BUY | 20 Sep 2024 | LRCX Lam Research Corporation - Common |
$1,001 - $15,000 | self | +45.6% | yes |
| C | BUY | 20 Sep 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | +1.4% | yes |
| D | BUY | 20 Sep 2024 | SCCO Southern Copper Corporation Common |
$1,001 - $15,000 | self | -4.7% | — |
| E | BUY | 20 Sep 2024 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -48.3% | — |
| — | BUY | 06 Sep 2024 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| C | BUY | 03 Sep 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +30.8% | yes |
| C | BUY | 03 Sep 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | +13.8% | yes |
| C | BUY | 03 Sep 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | -10.3% | yes |
| E | BUY | 03 Sep 2024 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | self | +25.5% | — |
| C | BUY | 03 Sep 2024 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | self | +57.5% | yes |
| C | BUY | 03 Sep 2024 | CRWD CrowdStrike Holdings, Inc. - Class |
$1,001 - $15,000 | self | +44.6% | yes |
| E | BUY | 03 Sep 2024 | DLR Digital Realty Trust, Inc. Common |
$1,001 - $15,000 | self | -6.2% | — |
| E | BUY | 03 Sep 2024 | GSK GSK plc American Depositary Shares |
$1,001 - $15,000 | self | -21.3% | — |
| E | BUY | 03 Sep 2024 | LULU lululemon athletica inc. - Common |
$1,001 - $15,000 | self | -53.4% | — |
| C | BUY | 03 Sep 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +40.2% | yes |
| C | BUY | 03 Sep 2024 | PANW Palo Alto Networks, Inc. (PANW) |
$1,001 - $15,000 | self | -5.7% | yes |
| C | BUY | 03 Sep 2024 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | self | -18.7% | yes |
| E | BUY | 03 Sep 2024 | TSLA Tesla, Inc. - Common Stock (TSLA) |
$1,001 - $15,000 | self | +38.0% | — |
| E | BUY | 03 Sep 2024 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -49.0% | — |
| C | BUY | 21 Aug 2024 | GOOG Alphabet Inc. - Class C Capital St |
$1,001 - $15,000 | self | +7.9% | yes |
| C | BUY | 21 Aug 2024 | AMZN Amazon.com, Inc. - Common Stock (A |
$1,001 - $15,000 | self | +12.3% | yes |
| D | BUY | 21 Aug 2024 | FDX FedEx Corporation Common Stock (FD |
$1,001 - $15,000 | self | -35.0% | — |
| C | BUY | 21 Aug 2024 | INTC Intel Corporation - Common Stock ( |
$1,001 - $15,000 | self | +5.3% | yes |
| E | BUY | 21 Aug 2024 | KMI Kinder Morgan, Inc. Common Stock ( |
$1,001 - $15,000 | self | +15.6% | — |
| C | BUY | 21 Aug 2024 | NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 | self | +24.7% | yes |
| — | BUY | 13 Aug 2024 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| — | BUY | 02 Aug 2024 | None US Treasury Bill |
$100,001 - $250,000 | self | — | — |
| — | BUY | 24 Jul 2024 | None US Treasury Bill |
$250,001 - $500,000 | self | — | — |
| C | BUY | 23 Jul 2024 | AMAT Applied Materials, Inc. - Common S |
$1,001 - $15,000 | self | -28.7% | yes |
| B | BUY | 23 Jul 2024 | GLW Corning Incorporated Common Stock |
$1,001 - $15,000 | self | +10.0% | yes |
| B | BUY | 23 Jul 2024 | DELL Dell Technologies Inc. Class C Com |
$1,001 - $15,000 | self | -4.0% | yes |
| D | BUY | 23 Jul 2024 | DUK Duke Energy Corporation (DUK) |
$1,001 - $15,000 | self | -5.0% | — |
| E | BUY | 23 Jul 2024 | JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 | self | +27.2% | — |
| E | BUY | 23 Jul 2024 | UPS United Parcel Service, Inc. Common |
$1,001 - $15,000 | self | -34.5% | — |
| B | BUY | 24 Jun 2024 | ASML ASML Holding N.V. - New York Regis |
$1,001 - $15,000 | self | -35.6% | yes |
| E | BUY | 24 Jun 2024 | COST Costco Wholesale Corporation - Com |
$1,001 - $15,000 | self | +2.5% | — |
| B | BUY | 24 Jun 2024 | CRWD CrowdStrike Holdings, Inc. - Class |
$1,001 - $15,000 | self | +14.5% | yes |
| D | BUY | 24 Jun 2024 | LULU lululemon athletica inc. - Common |
$1,001 - $15,000 | self | -36.0% | — |
| E | BUY | 24 Jun 2024 | NSRGY NESTLE S.A S/ADR (NSRGY) |
$1,001 - $15,000 | self | -13.4% | — |
| E | BUY | 24 Jun 2024 | NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 | self | -14.1% | — |
| — | BUY | 21 Jun 2024 | None US TREASURY BILL |
$100,001 - $250,000 | self | — | — |
| C | BUY | 21 May 2024 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | -45.1% | yes |
| C | BUY | 21 May 2024 | AAPL Apple Inc. - Common Stock (AAPL) |
$1,001 - $15,000 | self | -6.1% | yes |
| E | BUY | 21 May 2024 | CAT Caterpillar, Inc. Common Stock (CA |
$1,001 - $15,000 | self | -13.4% | — |
| D | BUY | 21 May 2024 | SCHW Charles Schwab Corporation (SCHW) |
$1,001 - $15,000 | self | +1.3% | — |
| E | BUY | 21 May 2024 | KMI Kinder Morgan, Inc. Common Stock ( |
$1,001 - $15,000 | self | +34.4% | — |
| E | BUY | 21 May 2024 | SO Southern Company (SO) |
$1,001 - $15,000 | self | +4.5% | — |
| — | BUY | 20 May 2024 | None US TREASURY BILL 06/18/2024 |
$100,001 - $250,000 | self | — | — |
| — | BUY | 20 May 2024 | None US TREASURY BILL 08/13/2024 |
$100,001 - $250,000 | self | — | — |
| — | BUY | 20 May 2024 | None US TREASURY BILL 11/29/2024 |
$100,001 - $250,000 | self | — | — |
| — | BUY | 09 May 2024 | None US Treaury Bill |
$250,001 - $500,000 | self | — | — |
| — | SELL | 26 Apr 2024 | None ISHARES CORE MSCI EMERGING ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 26 Apr 2024 | None ISHARES CORE MSCI TOTL INTL STCK E |
$1,001 - $15,000 | self | — | — |
| — | SELL | 26 Apr 2024 | None ISHARES CORE S&P 500 ETF |
$15,001 - $50,000 | self | — | — |
| — | SELL | 26 Apr 2024 | None ISHARES CORE S&P SMALL CAP ETF |
$1,001 - $15,000 | self | — | — |
| — | SELL | 26 Apr 2024 | None ISHARES CORE S&P US GROWTH ETF |
$1,001 - $15,000 | self | — | — |
| D | BUY | 24 Apr 2024 | BRK.B Berkshire Hathaway Inc. New Common |
$1,001 - $15,000 | self | +20.8% | — |
| E | BUY | 24 Apr 2024 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | self | +20.3% | — |
| E | BUY | 24 Apr 2024 | HD Home Depot, Inc. (HD) |
$1,001 - $15,000 | self | -2.5% | — |
| B | BUY | 24 Apr 2024 | MSFT Microsoft Corporation - Common Sto |
$1,001 - $15,000 | self | -3.6% | yes |
| C | BUY | 24 Apr 2024 | QCOM QUALCOMM Incorporated - Common Sto |
$1,001 - $15,000 | self | -32.6% | yes |
| — | BUY | 24 Apr 2024 | None SCHWAB US LARGE CAP GROWTH ETF |
$1,001 - $15,000 | self | — | — |
| D | BUY | 24 Apr 2024 | HSY The Hershey Company Common Stock ( |
$1,001 - $15,000 | self | -27.8% | — |
| D | BUY | 24 Apr 2024 | TSCO Tractor Supply Company - Common St |
$1,001 - $15,000 | self | -18.7% | — |
| — | BUY | 24 Apr 2024 | None US TREASURY BILL |
$250,001 - $500,000 | self | — | — |
| — | BUY | 24 Apr 2024 | None VANGUARD FTSE DEVELOPED MKTS ETF I |
$1,001 - $15,000 | self | — | — |
| — | BUY | 24 Apr 2024 | None VANGUARD MID CAP ETF |
$1,001 - $15,000 | self | — | — |
| — | BUY | 24 Apr 2024 | None VANGUARD S&P 500 ETF |
$15,001 - $50,000 | self | — | — |
| — | BUY | 24 Apr 2024 | None VNGUARD SMALL CAP ETF |
$1,001 - $15,000 | self | — | — |
| E | BUY | 10 Jun 2022 | COST Costco Wholesale Corporation (COST |
$15,001 - $50,000 | spouse | -2.7% | — |
| E | BUY | 10 Jun 2022 | GS Goldman Sachs Group, Inc. (GS) |
$1,001 - $15,000 | spouse | -2.6% | — |
| D | BUY | 10 Jun 2022 | HD Home Depot, Inc. (HD) |
$15,001 - $50,000 | spouse | -6.0% | — |
| E | BUY | 10 Jun 2022 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | spouse | -27.2% | — |
| D | BUY | 10 Jun 2022 | QQQ Invesco QQQ Trust, Series 1 (QQQ) |
$15,001 - $50,000 | spouse | +11.9% | — |
| E | BUY | 10 Jun 2022 | NSRGY Nestle SA Sponsored ADR representi |
$15,001 - $50,000 | spouse | -7.6% | — |
| E | BUY | 10 Jun 2022 | PG Procter & Gamble Company (PG) |
$1,001 - $15,000 | spouse | -4.9% | — |
| D | BUY | 10 Jun 2022 | UPS United Parcel Service, Inc. (UPS) |
$15,001 - $50,000 | spouse | -14.7% | — |
| E | BUY | 10 Jun 2022 | V Visa Inc. (V) |
$15,001 - $50,000 | spouse | -1.8% | — |
| E | BUY | 22 Feb 2022 | AMD Advanced Micro Devices, Inc. (AMD) |
$1,001 - $15,000 | self | -13.6% | — |
| D | BUY | 22 Feb 2022 | AFL AFlAC Incorporated (AFl) |
$1,001 - $15,000 | self | +17.0% | — |
| E | BUY | 22 Feb 2022 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | self | +4.2% | — |
| D | BUY | 22 Feb 2022 | ADP Automatic Data Processing, Inc. (A |
$1,001 - $15,000 | self | +12.2% | — |
| E | BUY | 22 Feb 2022 | CAT Caterpillar, Inc. (CAT) |
$1,001 - $15,000 | self | +28.2% | — |
| E | BUY | 22 Feb 2022 | CVX Chevron Corporation (CVX) |
$1,001 - $15,000 | self | +6.0% | — |
| E | BUY | 22 Feb 2022 | CLX Clorox Company (ClX) |
$1,001 - $15,000 | self | +11.3% | — |
| E | BUY | 22 Feb 2022 | LMT lockheed Martin Corporation (lMT) |
$1,001 - $15,000 | self | +9.4% | — |
| E | BUY | 22 Feb 2022 | NEE NextEra Energy, Inc. (NEE) |
$1,001 - $15,000 | self | -6.6% | — |
| E | BUY | 22 Feb 2022 | WBA Walgreens Boots Alliance, Inc. (WB |
$1,001 - $15,000 | self | — | — |
| E | BUY | 19 Jan 2022 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +4.3% | — |
| D | BUY | 19 Jan 2022 | MDT Medtronic plc. Ordinary Shares (MD |
$1,001 - $15,000 | joint | -12.6% | — |
| E | BUY | 19 Jan 2022 | NSRGY Nestle SA Sponsored ADR representi |
$1,001 - $15,000 | joint | +4.2% | — |
| D | SELL | 18 Jan 2022 | ATVI Activision Blizzard, Inc (ATVI) |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Dec 2021 | SQ Block, Inc. Class A Common Stock, |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Dec 2021 | JPM JP Morgan Chase & Co. (JPM) |
$1,001 - $15,000 | joint | +2.9% | — |
| E | BUY | 16 Dec 2021 | LMT lockheed Martin Corporation (lMT) |
$1,001 - $15,000 | joint | +60.6% | — |
| E | BUY | 16 Dec 2021 | NSRGY Nestle SA Sponsored ADR representi |
$1,001 - $15,000 | joint | +3.5% | — |
| E | SELL | 16 Dec 2021 | PAGS PagSeguro Digital ltd. Class A Com |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Dec 2021 | PYPL PayPal Holdings, Inc. (PYPl) |
$1,001 - $15,000 | joint | -47.4% | — |
| E | BUY | 16 Dec 2021 | PENN Penn National Gaming, Inc. (PENN) |
$1,001 - $15,000 | joint | -22.8% | — |
| E | SELL | 16 Dec 2021 | RXT Rackspace Technology, Inc. (RXT) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Dec 2021 | SFTBY Softbank Corp unsponsored ADR (SFT |
$1,001 - $15,000 | joint | — | — |
| E | BUY | 16 Dec 2021 | SO Southern Company (SO) |
$1,001 - $15,000 | joint | +27.4% | — |
| E | SELL | 16 Dec 2021 | KHC The Kraft Heinz Company (KHC) |
$1,001 - $15,000 | joint | — | — |
| E | SELL | 16 Dec 2021 | TFC Truist Financial Corporation (TFC) |
$15,001 - $50,000 | joint | — | — |
| E | BUY | 16 Dec 2021 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | joint | -26.0% | — |
| E | BUY | 15 Nov 2021 | LMT lockheed Martin Corporation (lMT) |
$1,001 - $15,000 | joint | +56.0% | — |
| D | BUY | 15 Nov 2021 | PYPL PayPal Holdings, Inc. (PYPl) |
$1,001 - $15,000 | joint | -44.7% | — |
| E | BUY | 15 Nov 2021 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | joint | -23.2% | — |
| D | BUY | 01 Nov 2021 | SLVM Sylvamo Corporation (SlVM) |
$1,001 - $15,000 | joint | +77.5% | — |
| D | BUY | 22 Oct 2021 | DWAC Digital World Acquisition Corp. - |
$15,001 - $50,000 | joint | — | — |
| — | BUY | 21 Sep 2021 | None uS Treasury Bill |
$250,001 - $500,000 | joint | — | — |
| D | BUY | 31 Aug 2021 | ALB Albemarle Corporation (AlB) |
$1,001 - $15,000 | joint | +27.5% | — |
| E | BUY | 31 Aug 2021 | AMAT Applied Materials, Inc. (AMAT) |
$1,001 - $15,000 | joint | -21.3% | — |
| E | BUY | 31 Aug 2021 | SFTBY Softbank Corp unsponsored ADR (SFT |
$1,001 - $15,000 | joint | -28.2% | — |
| E | BUY | 31 Aug 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -0.1% | — |
| E | BUY | 31 Aug 2021 | DIS Walt Disney Company (DIS) |
$1,001 - $15,000 | joint | -26.9% | — |
| D | BUY | 05 Aug 2021 | CLX Clorox Company (ClX) |
$15,001 - $50,000 | joint | -5.3% | — |
| E | BUY | 05 Aug 2021 | V Visa Inc. (V) |
$1,001 - $15,000 | joint | -7.5% | — |
| E | BUY | 19 Jul 2021 | AMGN Amgen Inc. (AMGN) |
$1,001 - $15,000 | joint | +16.0% | — |
| E | BUY | 19 Jul 2021 | COST Costco Wholesale Corporation (COST |
$1,001 - $15,000 | joint | +29.1% | — |
| E | BUY | 19 Jul 2021 | INTC Intel Corporation (INTC) |
$1,001 - $15,000 | joint | -27.5% | — |
Click any row for the full trade breakdown.