Saturday, October 31, 2026
Data from SEC filings, checked daily
Public filings, plainly told
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Data updated Oct 31, 2026·New filings added every weekday·Weekly prices as of Oct 2·What changed·
Official portrait of John Boozman
Senate

Sen. John Boozman: Stock Trades

Republican · U.S. Senator from AR

In the Senate
Since January 2011 (3 terms in all)
Before the Senate
5 terms in the House
Born
1950 (age about 76)
Website
www.boozman.senate.gov/public ↗

Committees: Senate Committee on Agriculture, Nutrition, and Forestry (Chairman) · Senate Committee on Appropriations · Senate Committee on Environment and Public Works · Senate Committee on Rules and Administration · Senate Committee on Veterans' Affairs · Commission on Security and Cooperation in Europe

Who is John Boozman?

John Boozman is a Republican U.S. senator from Arkansas. He has served in the Senate since 2011. Before the Senate, he served 5 terms in the House. He was born in 1950. He sits on 6 committees, including the Senate Committee on Agriculture, Nutrition, and Forestry (Chairman), the Senate Committee on Appropriations, the Senate Committee on Environment and Public Works. Under the STOCK Act, members of Congress must report stock trades over $1,000 by themselves, a spouse or a dependent child within 45 days. This page lists every trade we have read in his reports.

More about John Boozman on Wikipedia ↗

209Purchases
192Sales
128Different stocks
28Median days to report · 47 late
How their purchases turned out at prices of Oct 2
+16.1%average change, 181 purchases
112 of 181went up
105still held (measured to today)
AMD +267.3%best purchase, Aug 7, 2025
UNH −49.4%weakest purchase, Apr 16, 2025
63 of 152sales came before a fall

Each purchase is measured from the week it was made to the member's next sale of the same stock, or to the latest price if they still hold it. Amounts are ranges, so this is the stocks' move, not the member's profit in dollars. How we calculate this

Trades reported since Dec 23, 2024 in the reports we have read. Older reports are being added.

What the stocks did next

Of 146 purchases we can measure after 6 months, 64 beat the S&P 500. On average the stock did 3.2 percentage points better than the index.

Of 100 sales we can measure after 6 months, 56 did worse than the S&P 500 afterward. On average the stock did 8.6 percentage points better than the index after the sale.

For each trade, the change in the stock's price from the week of the trade to the same window later, and the same change minus the S&P 500 (SPY). For sales, a fall afterward means the stock was sold before a drop.

After purchases

AfterTradesAverageMedianVs. S&P 500Rose
1 week1950.0%0.0%−0.3%88 of 195
1 month185+1.6%+0.7%+0.4%116 of 185
3 months170+7.3%+1.7%+2.5%96 of 170
6 months146+14.0%+6.6%+3.2%98 of 146
1 year79+17.9%+0.7%−2.1%44 of 79

After sales

AfterTradesAverageMedianVs. S&P 500Rose
1 week161+0.6%0.0%+0.6%58 of 161
1 month155+1.8%+0.7%+1.0%86 of 155
3 months144+5.1%+2.3%+1.9%87 of 144
6 months100+18.1%+6.7%+8.6%67 of 100
1 year58+22.5%+15.7%+4.1%40 of 58

Weekly prices from SEC fails-to-deliver data; the S&P 500 is measured with the SPY ETF. Exact trade prices and amounts are not disclosed, so these are the stocks' moves, not the member's profit. Dividends are not included, and windows with a likely stock split are skipped. A move after a trade does not mean the trade caused it. Past results do not predict future ones.

Most traded stocks, with each trade marked

Green markers worked out (a purchase that rose, or a sale before a fall), red went against them, and hollow markers are purchases still held. Hover or tap a marker for the numbers.

TBLL Invesco Short Term Treasury ETF▲ 7 buys▼ 4 sales
1051061062024-112026-09Sale, Apr 2, 2026: the stock has moved −0.1% since (sold before a fall)Buy, Jan 23, 2026: +0.0% by the sale on Apr 2, 2026Sale, Dec 11, 2025: the stock has moved −0.3% since (sold before a fall)Sale, Aug 1, 2025: the stock has moved +0.0% since (sold before a rise)Buy, Jun 11, 2025: −0.2% by the sale on Aug 1, 2025Sale, May 16, 2025: the stock has moved −0.2% since (sold before a fall)Buy, Mar 19, 2025: −0.1% by the sale on May 16, 2025Buy, Mar 5, 2025: +0.1% by the sale on May 16, 2025Buy, Feb 26, 2025: −0.1% by the sale on May 16, 2025Buy, Jan 28, 2025: +0.2% by the sale on May 16, 2025Buy, Jan 16, 2025: +0.0% by the sale on May 16, 2025
  • ▼ SaleApr 2, 2026−0.1%sold before a fall
  • ▲ BuyJan 23, 2026+0.0%closed by a sale
  • ▼ SaleDec 11, 2025−0.3%sold before a fall
  • ▼ SaleAug 1, 2025+0.0%sold before a rise
Worked outWent against them5 of 11 worked out
GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF▲ 7 buys▼ 2 sales
43.9845.5047.022025-052026-09Buy, Sep 9, 2026: −1.6% so far, still heldBuy, May 27, 2026: −4.6% so far, still heldBuy, May 13, 2026: not measuredBuy, Feb 6, 2026: −5.5% so far, still heldBuy, Jan 23, 2026: −5.5% so far, still heldBuy, Nov 21, 2025: −5.2% so far, still heldSale, Sep 16, 2025: the stock has moved −6.6% since (sold before a fall)Sale, Aug 1, 2025: the stock has moved −4.1% since (sold before a fall)Buy, Jul 8, 2025: −0.1% by the sale on Aug 1, 2025
  • ▲ BuySep 9, 2026−1.6%still held
  • ▲ BuyMay 27, 2026−4.6%still held
  • ▲ BuyMay 13, 2026n/anot measured
  • ▲ BuyFeb 6, 2026−5.5%still held
Worked outWent against themStill held2 of 8 worked out
JMBS Janus Henderson Mortgage-Backed Securities ETF▲ 5 buys▼ 4 sales
43.5444.8846.222025-062026-09Buy, Sep 9, 2026: −1.2% so far, still heldBuy, May 27, 2026: −3.1% so far, still heldSale, May 13, 2026: not measuredSale, May 13, 2026: not measuredSale, Feb 6, 2026: the stock has moved −4.8% since (sold before a fall)Buy, Jan 23, 2026: −0.3% by the sale on Feb 6, 2026Buy, Nov 21, 2025: +0.3% by the sale on Feb 6, 2026Sale, Sep 16, 2025: the stock has moved −4.8% since (sold before a fall)Buy, Aug 1, 2025: +2.5% by the sale on Sep 16, 2025
  • ▲ BuySep 9, 2026−1.2%still held
  • ▲ BuyMay 27, 2026−3.1%still held
  • ▼ SaleMay 13, 2026n/anot measured
  • ▼ SaleMay 13, 2026n/anot measured
Worked outWent against themStill held4 of 7 worked out
MBB iShares MBS ETF▲ 5 buys▼ 4 sales
89.9293.2896.652025-062026-09Buy, Sep 9, 2026: −3.3% so far, still heldBuy, May 27, 2026: −4.9% so far, still heldSale, May 13, 2026: not measuredSale, May 13, 2026: not measuredSale, Feb 6, 2026: the stock has moved −6.4% since (sold before a fall)Buy, Jan 23, 2026: +0.0% by the sale on Feb 6, 2026Buy, Nov 21, 2025: +0.7% by the sale on Feb 6, 2026Sale, Sep 16, 2025: the stock has moved −6.0% since (sold before a fall)Buy, Aug 1, 2025: +2.7% by the sale on Sep 16, 2025
  • ▲ BuySep 9, 2026−3.3%still held
  • ▲ BuyMay 27, 2026−4.9%still held
  • ▼ SaleMay 13, 2026n/anot measured
  • ▼ SaleMay 13, 2026n/anot measured
Worked outWent against themStill held4 of 7 worked out
CMBS iShares CMBS ETF▲ 6 buys▼ 3 sales
47.6548.6149.582025-062026-09Buy, Sep 9, 2026: −1.2% so far, still heldBuy, May 27, 2026: −2.5% so far, still heldSale, May 13, 2026: not measuredSale, May 13, 2026: not measuredBuy, Feb 6, 2026: not measuredBuy, Jan 23, 2026: not measuredBuy, Nov 21, 2025: not measuredSale, Sep 16, 2025: the stock has moved −3.1% since (sold before a fall)Buy, Aug 1, 2025: +1.3% by the sale on Sep 16, 2025
  • ▲ BuySep 9, 2026−1.2%still held
  • ▲ BuyMay 27, 2026−2.5%still held
  • ▼ SaleMay 13, 2026n/anot measured
  • ▼ SaleMay 13, 2026n/anot measured
Worked outWent against themStill held2 of 4 worked out
FTGC First Trust Global Tactical Commodity Strategy Fun▲ 4 buys▼ 5 sales
23.2427.2531.262024-122026-09Sale, Nov 21, 2025: the stock has moved +15.1% since (sold before a rise)Sale, Jun 25, 2026: the stock has moved +13.5% since (sold before a rise)Sale, May 27, 2026: the stock has moved +7.5% since (sold before a rise)Buy, Mar 19, 2026: +0.7% by the sale on May 27, 2026Buy, Jan 23, 2026: +21.1% by the sale on May 27, 2026Sale, Nov 21, 2025: the stock has moved +15.1% since (sold before a rise)Buy, Oct 3, 2025: +4.9% by the sale on Nov 21, 2025Buy, Apr 8, 2025: +13.5% by the sale on Nov 21, 2025Sale, Feb 26, 2025: the stock has moved +22.4% since (sold before a rise)
  • ▼ SaleJun 25, 2026+13.5%sold before a rise
  • ▼ SaleMay 27, 2026+7.5%sold before a rise
  • ▲ BuyMar 19, 2026+0.7%closed by a sale
  • ▲ BuyJan 23, 2026+21.1%closed by a sale
Worked outWent against them4 of 9 worked out

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Compare John Boozman with: Gilbert Ray Cisneros, Jr.Lisa C. McClainRobert P. Bresnahan, Jr.Julie JohnsonJefferson ShreveJosh Gottheimer

Every reported stock trade

Stock trades by John Boozman
FiledStockTypeOwnerAmountTradedDays to report1 wk after1 mo after3 mo after6 mo after1 yr afterReport
Oct 21APTVAptiv PLC Ordinary Shares▼ PARTIAL SELLJoint$1K–$15KSep 2526eFD ↗
Oct 21MUMicron Technology, Inc. - Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 2427+6.5%eFD ↗
Oct 21CSCOCisco Systems, Inc. - Common Stock▲ BUYJoint$1K–$15KSep 2427−2.3%eFD ↗
Oct 21ORealty Income Corporation Common Stock▲ BUYJoint$1K–$15KSep 2427eFD ↗
Oct 21TLHiShares 10-20 Year Treasury Bond ETF▼ PARTIAL SELLJoint$1K–$15KSep 2130−1.9%eFD ↗
Oct 21XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF▲ BUYJoint$1K–$15KSep 2130−0.1%eFD ↗
Oct 21VEAVanguard Developed Markets Index Fund - ETF Shares▼ PARTIAL SELLJoint$1K–$15KSep 942−2.8%eFD ↗
Oct 21SPYMTradr 2X Long SPY Monthly ETF▼ PARTIAL SELLJoint$1K–$15KSep 942−0.3%eFD ↗
Oct 21EFAiShares MSCI EAFE ETF▼ PARTIAL SELLJoint$1K–$15KSep 942−1.5%eFD ↗
Oct 21MUMicron Technology, Inc. - Common Stock▼ PARTIAL SELLJoint$1K–$15KSep 942−9.1%eFD ↗
Oct 21GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF▲ BUYJoint$1K–$15KSep 942−0.8%eFD ↗
Oct 21JMBSJanus Henderson Mortgage-Backed Securities ETF▲ BUYJoint$1K–$15KSep 942−1.5%eFD ↗
Oct 21XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF▲ BUYJoint$1K–$15KSep 942−1.1%eFD ↗
Oct 21MBBiShares MBS ETF▲ BUYJoint$1K–$15KSep 942−1.4%eFD ↗
Oct 21IEFiShares 7-10 Year Treasury Bond ETF▲ BUYJoint$1K–$15KSep 942−1.6%eFD ↗
Oct 21TLHiShares 10-20 Year Treasury Bond ETF▲ BUYJoint$1K–$15KSep 942−1.7%eFD ↗
Oct 21CMBSiShares CMBS ETF▲ BUYJoint$1K–$15KSep 942−0.9%eFD ↗
Sep 11OTISOtis Worldwide Corporation Common Stock▲ BUYJoint$1K–$15KAug 2715−0.6%−5.1%eFD ↗
Sep 11IVViShares Core S&P 500 ETF▼ PARTIAL SELLJoint$1K–$15KAug 2715−0.1%−0.6%eFD ↗
Sep 11SPYMTradr 2X Long SPY Monthly ETF▲ BUYJoint$1K–$15KAug 2022+0.6%−1.0%eFD ↗
Sep 11JNJJohnson & Johnson Common Stock▼ PARTIAL SELLJoint$1K–$15KAug 2022+3.8%+2.7%eFD ↗
Sep 11WWSYXWestwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Shares▼ SELLJoint$15K–$50KAug 1923eFD ↗
Sep 11IJRiShares Core S&P Small-Cap ETF▲ BUYJoint$1K–$15KAug 1923−2.1%−6.1%eFD ↗
Sep 11AVUVAvantis U.S. Small Cap Value ETF▲ BUYJoint$1K–$15KAug 1923−1.4%−3.4%eFD ↗
Sep 11FSLRFirst Solar, Inc. - Common Stock▲ BUYJoint$1K–$15KAug 1329−9.8%−18.2%eFD ↗
Sep 11CEGConstellation Energy Corporation - Common Stock When-Issued▼ PARTIAL SELLJoint$1K–$15KAug 1329+1.5%+7.4%eFD ↗
Aug 24VEAVanguard FTSE Developed Markets ETF▼ PARTIAL SELLJoint$1K–$15KNov 21276late−2.1%+1.9%+12.1%eFD ↗
Aug 24VNQIVanguard Global ex-U.S. Real Estate ETF▼ PARTIAL SELLJoint$1K–$15KNov 21276late−0.2%−0.2%+5.6%eFD ↗
Aug 24TPYPTortoise North Amer Pipeline Fund▼ PARTIAL SELLJoint$1K–$15KNov 21276late0.0%−0.9%+13.8%eFD ↗
Aug 24LLYEli Lilly and Company▼ PARTIAL SELLJoint$1K–$15KNov 21276late+2.9%+3.1%+1.0%eFD ↗
Aug 24IVViShares Core S&P 500 ETF▼ PARTIAL SELLJoint$1K–$15KNov 21276lateeFD ↗
Aug 24IWMiShares Russell 2000 ETF▼ PARTIAL SELLJoint$1K–$15KNov 21276late−0.8%+6.9%+10.7%eFD ↗
Aug 24FISVFiserv Inc▼ PARTIAL SELLJoint$1K–$15KNov 21276late−3.0%+10.0%−1.7%eFD ↗
Aug 24FTGCFirst Trust Global Tactical Commodity Strategy Fun▼ PARTIAL SELLJoint$1K–$15KNov 21276late−2.4%−2.0%−10.0%eFD ↗
Aug 24EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In▼ PARTIAL SELLJoint$1K–$15KNov 21276late−0.3%−1.6%+9.5%eFD ↗
Aug 24RNWGXNEW WORLD FUND INC - Class R-6▼ PARTIAL SELLJoint$1K–$15KNov 20277lateeFD ↗
Aug 24EFAiShares MSCI EAFE ETF▼ PARTIAL SELLJoint$1K–$15KNov 20277late−2.7%+1.3%+9.4%eFD ↗
Aug 24GEMGoldman Sachs ActiveBeta Emerging Markets Equity E▼ PARTIAL SELLJoint$1K–$15KNov 20277late−2.4%−0.1%+12.0%eFD ↗
Aug 24CRMSalesforce Inc▼ SELLJoint$1K–$15KNov 13284late−7.1%+6.6%−21.7%eFD ↗
Aug 24AAXJiShares MSCI All Country Asia ex Japan ETF▼ SELLJoint$1K–$15KNov 6291late0.0%−3.2%+6.4%eFD ↗
Aug 20MSFTMicrosoft Corp▲ BUYJoint$1K–$15KApr 22485late+6.5%+23.5%+38.7%+39.6%+15.0%eFD ↗
Aug 20UNHUnitedhealth Group Inc▲ BUYJoint$1K–$15KApr 16491late−28.7%−36.8%−49.3%−40.2%−49.2%eFD ↗
Aug 20ORCLOracle Corp▲ BUYJoint$1K–$15KApr 16491late−7.2%+13.6%+77.5%+132.7%+4.3%eFD ↗
Aug 20MSFTMicrosoft Corp▲ BUYJoint$1K–$15KApr 16491late−5.3%+12.9%+29.6%+32.2%−1.1%eFD ↗
Aug 20METAMeta Platforms Inc▲ BUYJoint$1K–$15KApr 15492late−7.7%+9.0%+30.7%+31.7%+15.9%eFD ↗
Aug 20HYGiShares iBoxx $ High Yield Corporate Bond ETF▲ BUYJoint$1K–$15KApr 9498late0.0%+2.3%+4.7%+5.3%+3.8%eFD ↗
Aug 20COLPALCOLGATE PALMOLIVE LTD.▲ BUYJoint$1K–$15KApr 8499lateeFD ↗
Aug 20CBOECboe Global Markets, Inc. Common Stock▲ BUYJoint$1K–$15KApr 8499late+5.5%+10.8%+14.2%+18.3%+43.6%eFD ↗
Aug 20AVGOBroadcom Inc. - Common Stock▲ BUYJoint$1K–$15KApr 8499late+24.4%+39.2%+88.1%+131.3%+115.0%eFD ↗
Aug 17CBOECboe Global Markets, Inc. Common Stock▼ SELLJoint$1K–$15KJul 3117+8.8%+5.5%eFD ↗
Aug 17PYPLPayPal Holdings, Inc. - Common Stock▲ BUYJoint$1K–$15KJul 3018+1.9%+9.6%eFD ↗
Aug 17PYPLPayPal Holdings, Inc. - Common Stock▲ BUYJoint$1K–$15KJul 3018+1.9%+9.6%eFD ↗
Aug 17JPMJP Morgan Chase & Co. Common Stock▼ PARTIAL SELLJoint$1K–$15KJul 2325+3.6%+6.4%eFD ↗
Aug 17SPYMTradr 2X Long SPY Monthly ETF▲ BUYJoint$1K–$15KJul 2325−0.6%+2.6%eFD ↗
Aug 17SPYMTradr 2X Long SPY Monthly ETF▲ BUYJoint$1K–$15KJul 2325−0.6%+2.6%eFD ↗
Aug 17HDHome Depot, Inc. (The) Common Stock▼ SELLJoint$1K–$15KJul 939−4.1%−7.2%eFD ↗
Aug 17APTVAptiv PLC Ordinary Shares▲ BUYJoint$1K–$15KJul 939+2.9%−21.4%eFD ↗
Aug 17APTVAptiv PLC Ordinary Shares▲ BUYJoint$1K–$15KJul 939+2.9%−21.4%eFD ↗
Aug 17TRVThe Travelers Companies, Inc. Common Stock▼ SELLJoint$1K–$15KJul 246late+1.8%+13.6%eFD ↗
Aug 17ELEstee Lauder Companies, Inc. (The) Common Stock▲ BUYJoint$1K–$15KJul 246late+1.8%+5.2%+17.2%eFD ↗
Aug 17CVXChevron Corporation Common Stock▲ BUYJoint$1K–$15KJul 246late+3.1%+13.9%+19.5%eFD ↗
Aug 17SPYMTradr 2X Long SPY Monthly ETF▲ BUYJoint$1K–$15KJul 246late+1.4%−0.2%+4.2%eFD ↗
Aug 17ELEstee Lauder Companies, Inc. (The) Common Stock▲ BUYJoint$1K–$15KJul 246late+1.8%+5.2%+17.2%eFD ↗
Aug 17CVXChevron Corporation Common Stock▲ BUYJoint$1K–$15KJul 246late+3.1%+13.9%+19.5%eFD ↗
Jul 13IGViShares Expanded Tech-Software Sector ETF▲ BUYJoint$1K–$15KJun 2518−1.0%+4.2%+17.1%eFD ↗
Jul 13PALLabrdn Physical Palladium Shares ETF▲ BUYJoint$1K–$15KJun 2518−1.3%+2.1%+2.9%eFD ↗
Jul 13TPYPTortoise North American Pipeline Fund▼ PARTIAL SELLJoint$1K–$15KJun 2518+3.3%+5.2%+1.3%eFD ↗
Jul 13FTGCFirst Trust Global Tactical Commodity Strategy Fund▼ PARTIAL SELLJoint$1K–$15KJun 2518−2.3%+6.1%+13.5%eFD ↗
Jul 13IEFiShares 7-10 Year Treasury Bond ETF▼ PARTIAL SELLJoint$1K–$15KJun 17260.0%−1.3%−4.2%eFD ↗
Jul 13ATOAtmos Energy Corporation Common Stock▼ SELLJoint$1K–$15KJun 1231−0.2%+2.1%−4.9%eFD ↗
Jul 13UNHUnitedHealth Group Incorporated Common Stock (DE)▲ BUYJoint$1K–$15KJun 439+5.0%+12.5%+5.4%eFD ↗
Jul 13BSXBoston Scientific Corporation Common Stock▼ PARTIAL SELLJoint$1K–$15KJun 439+0.5%−10.0%−0.5%eFD ↗
Jun 16SCHPSchwab U.S. TIPS ETF▲ BUYJoint$1K–$15KMay 27200.0%−1.3%−3.1%eFD ↗
Jun 16JMBSJanus Henderson Mortgage-Backed Securities ETF▲ BUYJoint$1K–$15KMay 27200.0%+0.3%−1.0%eFD ↗
Jun 16IEFiShares 7-10 Year Treasury Bond ETF▲ BUYJoint$1K–$15KMay 27200.0%+0.7%−1.2%eFD ↗
Jun 16TLHiShares 10-20 Year Treasury Bond ETF▲ BUYJoint$1K–$15KMay 27200.0%+1.0%−2.8%eFD ↗
Jun 16CMBSiShares CMBS ETF▲ BUYJoint$1K–$15KMay 27200.0%−0.5%−0.9%eFD ↗
Jun 16MBBiShares MBS ETF▲ BUYJoint$1K–$15KMay 27200.0%−0.1%−1.3%eFD ↗
Jun 16AGZiShares Agency Bond ETF▲ BUYJoint$1K–$15KMay 27200.0%+0.2%−0.4%eFD ↗
Jun 16GBILGoldman Sachs Access Treasury 0-1 Year ETF▲ BUYJoint$1K–$15KMay 27200.0%−0.1%−0.1%eFD ↗
Jun 16GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF▲ BUYJoint$1K–$15KMay 27200.0%−0.5%−2.4%eFD ↗
Jun 16XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF▲ BUYJoint$1K–$15KMay 27200.0%−0.5%−1.4%eFD ↗
Jun 16XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF▲ BUYJoint$1K–$15KMay 27200.0%−0.4%−0.4%eFD ↗
Jun 16VEAVanguard Developed Markets Index Fund - ETF Shares▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%+0.8%+2.3%eFD ↗
Jun 16VNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF Shares▼ PARTIAL SELLJoint$1K–$15KMay 2720eFD ↗
Jun 16LITPSprott Lithium Miners ETF▼ PARTIAL SELLJoint$1K–$15KMay 2720eFD ↗
Jun 16IVViShares Core S&P 500 ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%−3.3%+1.0%eFD ↗
Jun 16RNWGXNEW WORLD FUND INC - Class R-6▼ PARTIAL SELLJoint$1K–$15KMay 2720eFD ↗
Jun 16SPYMTradr 2X Long SPY Monthly ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%−1.6%+1.1%eFD ↗
Jun 16IWMiShares Russell 2000 ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%+2.3%+3.8%eFD ↗
Jun 16EFAiShares MSCI EAFE ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%−0.2%+3.3%eFD ↗
Jun 16GEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%+3.5%−1.5%eFD ↗
Jun 16FTGCFirst Trust Global Tactical Commodity Strategy Fund▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%−5.3%+4.6%eFD ↗
Jun 16EIPIFT Energy Income Partners Enhanced Income ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%+0.4%+4.5%eFD ↗
Jun 16VEAVanguard Developed Markets Index Fund - ETF Shares▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%+0.8%+2.3%eFD ↗
Jun 16VNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF Shares▼ PARTIAL SELLJoint$1K–$15KMay 2720eFD ↗
Jun 16LITPSprott Lithium Miners ETF▼ PARTIAL SELLJoint$1K–$15KMay 2720eFD ↗
Jun 16IVViShares Core S&P 500 ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%−3.3%+1.0%eFD ↗
Jun 16RNWGXNEW WORLD FUND INC - Class R-6▼ PARTIAL SELLJoint$1K–$15KMay 2720eFD ↗
Jun 16IWMiShares Russell 2000 ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%+2.3%+3.8%eFD ↗
Jun 16EFAiShares MSCI EAFE ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%−0.2%+3.3%eFD ↗
Jun 16GEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%+3.5%−1.5%eFD ↗
Jun 16EIPIFT Energy Income Partners Enhanced Income ETF▼ PARTIAL SELLJoint$1K–$15KMay 27200.0%+0.4%+4.5%eFD ↗
Jun 16PLTRPalantir Technologies Inc. - Class A Common Stock▲ BUYJoint$1K–$15KMay 1532eFD ↗
Jun 16ALBAlbemarle Corporation Common Stock▲ BUYJoint$1K–$15KMay 1532eFD ↗
Jun 16ECLEcolab Inc. Common Stock▼ PARTIAL SELLJoint$1K–$15KMay 1532eFD ↗
Jun 16ACNAccenture plc Class A Ordinary Shares (Ireland)▼ PARTIAL SELLJoint$1K–$15KMay 1532eFD ↗
Jun 16ECLEcolab Inc. Common Stock▼ PARTIAL SELLJoint$1K–$15KMay 1532eFD ↗
Jun 16XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF▲ BUYJoint$50K–$100KMay 1334eFD ↗
Jun 16IEIiShares 3-7 Year Treasury Bond ETF▼ SELLJoint$50K–$100KMay 1334eFD ↗
Jun 16IEIiShares 3-7 Year Treasury Bond ETF▼ SELLJoint$50K–$100KMay 1334eFD ↗
Jun 16GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF▲ BUYJoint$1K–$15KMay 1334eFD ↗
Jun 16SCHPSchwab U.S. TIPS ETF▼ PARTIAL SELLJoint$1K–$15KMay 1334eFD ↗
Jun 16JMBSJanus Henderson Mortgage-Backed Securities ETF▼ PARTIAL SELLJoint$1K–$15KMay 1334eFD ↗
Jun 16CMBSiShares CMBS ETF▼ PARTIAL SELLJoint$1K–$15KMay 1334eFD ↗
Jun 16MBBiShares MBS ETF▼ PARTIAL SELLJoint$1K–$15KMay 1334eFD ↗
Jun 16SCHPSchwab U.S. TIPS ETF▼ PARTIAL SELLJoint$1K–$15KMay 1334eFD ↗
Jun 16JMBSJanus Henderson Mortgage-Backed Securities ETF▼ PARTIAL SELLJoint$1K–$15KMay 1334eFD ↗
Jun 16CMBSiShares CMBS ETF▼ PARTIAL SELLJoint$1K–$15KMay 1334eFD ↗
Jun 16MBBiShares MBS ETF▼ PARTIAL SELLJoint$1K–$15KMay 1334eFD ↗
May 11GOOGLAlphabet Cl A▲ BUYJoint$1K–$15KSep 17236late+5.8%+1.4%+28.4%+26.9%+40.6%eFD ↗
May 11IEFiShares 7-10 Year Treasury Bond ETF▲ BUYJoint$15K–$50KSep 16237late−0.5%+0.1%−1.0%−1.6%−6.5%eFD ↗
May 11IEIiShares 3-7 Year Treasury Bond ETF▲ BUYJoint$15K–$50KSep 16237late−0.3%0.0%−0.3%−0.6%−4.4%eFD ↗
May 11SCHPSchwab U.S. TIPS ETF▲ BUYJoint$1K–$15KSep 16237late−0.3%−0.1%−1.6%−1.1%−5.5%eFD ↗
May 11SHYiShares 1-3 Year Treasury Bond ETF▲ BUYJoint$1K–$15KSep 16237late0.0%+0.1%0.0%−0.4%−2.0%eFD ↗
May 11ETNEaton Corp▲ BUYJoint$1K–$15KSep 12241late+7.5%+8.7%−3.4%−0.2%+17.6%eFD ↗
May 11ADBEAdobe Systems Inc▲ BUYJoint$1K–$15KSep 4249late+1.2%+3.1%−0.6%−25.1%−16.4%eFD ↗
May 11IVWiShares S&P 500 Growth ETF▼ PARTIAL SELLJoint$1K–$15KMar 19418late−0.2%−5.0%+10.8%+25.1%+24.3%eFD ↗
May 11DTEDte Energy Company▼ PARTIAL SELLJoint$1K–$15KMar 19418late0.0%−2.9%−3.7%−0.2%+9.1%eFD ↗
May 8DVNDevon Energy Corporation Common Stock▲ BUYJoint$1K–$15KApr 929−4.5%+3.2%−12.5%eFD ↗
May 8TBLLInvesco Short Term Treasury ETF▼ PARTIAL SELLJoint$1K–$15KApr 236+0.1%0.0%0.0%−0.1%eFD ↗
May 8CEGConstellation Energy Corporation - Common Stock When-Issued▲ BUYJoint$1K–$15KApr 236−9.5%+4.5%−21.6%eFD ↗
Apr 14SPYMTradr 2X Long SPY Monthly ETF▲ BUYJoint$1K–$15KMar 2025−0.7%+5.3%+12.1%+14.5%eFD ↗
Apr 14TPYPTortoise North American Pipeline Fund▼ PARTIAL SELLJoint$1K–$15KMar 2025+0.4%0.0%−1.6%+1.4%eFD ↗
Apr 14BBEUJPMorgan BetaBuilders Europe ETF▼ SELLJoint$15K–$50KMar 1926−1.1%+1.1%+8.9%+8.0%eFD ↗
Apr 14VEAVanguard Developed Markets Index Fund - ETF Shares▲ BUYJoint$1K–$15KMar 1926−1.0%+6.1%+13.4%+12.4%eFD ↗
Apr 14NVDANVIDIA Corporation - Common Stock▲ BUYJoint$1K–$15KMar 1926−4.2%+4.6%+13.8%+21.1%eFD ↗
Apr 14FTGCFirst Trust Global Tactical Commodity Strategy Fund▲ BUYJoint$1K–$15KMar 1926−0.7%−2.1%−3.3%+9.4%eFD ↗
Apr 14JNJJohnson & Johnson Common Stock▼ PARTIAL SELLJoint$1K–$15KMar 1926−2.6%−1.5%−0.3%+10.7%eFD ↗
Apr 14ARESAres Management Corporation Class A Common Stock▲ BUYJoint$1K–$15KMar 1332−1.6%+2.7%+21.4%+35.5%eFD ↗
Apr 14MSFTMicrosoft Corporation - Common Stock▲ BUYJoint$1K–$15KMar 540+4.1%−9.2%+14.6%+30.8%eFD ↗
Mar 6NTAPNetApp, Inc. - Common Stock▲ BUYJoint$1K–$15KFeb 277−2.3%−1.3%+75.4%+82.3%eFD ↗
Mar 6AMATApplied Materials, Inc. - Common Stock▼ PARTIAL SELLJoint$1K–$15KFeb 277−0.8%−4.9%+22.1%+29.0%eFD ↗
Mar 6KRKroger Company (The) Common Stock▲ BUYJoint$1K–$15KFeb 268+2.5%+10.3%−12.7%eFD ↗
Mar 6PGProcter & Gamble Company (The) Common Stock▼ PARTIAL SELLJoint$1K–$15KFeb 268+4.0%−10.3%−10.0%eFD ↗
Mar 6UNPUnion Pacific Corporation Common Stock▼ PARTIAL SELLJoint$1K–$15KFeb 19150.0%−12.0%+10.4%eFD ↗
Mar 6MSFTMicrosoft Corporation - Common Stock▲ BUYJoint$1K–$15KFeb 13210.0%+1.9%+24.6%eFD ↗
Mar 6ADBEAdobe Inc. - Common Stock▼ SELLJoint$1K–$15KFeb 1321−1.1%+6.3%−0.6%eFD ↗
Mar 6XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF▲ BUYJoint$15K–$50KFeb 628−0.2%+0.3%−0.6%−1.4%eFD ↗
Mar 6SHYiShares 1-3 Year Treasury Bond ETF▼ SELLJoint$15K–$50KFeb 6280.0%−0.2%−0.5%−1.2%eFD ↗
Mar 6UBERUber Technologies, Inc. Common Stock▲ BUYJoint$1K–$15KFeb 628−6.6%−5.8%−6.8%−12.1%eFD ↗
Mar 6IEFiShares 7-10 Year Treasury Bond ETF▲ BUYJoint$1K–$15KFeb 628+0.3%+1.1%−0.4%−3.3%eFD ↗
Mar 6TLHiShares 10-20 Year Treasury Bond ETF▲ BUYJoint$1K–$15KFeb 628+1.0%+2.8%−0.4%−4.3%eFD ↗
Mar 6EMBiShares J.P. Morgan USD Emerging Markets Bond ETF▲ BUYJoint$1K–$15KFeb 628+0.4%+1.2%−0.4%−2.0%eFD ↗
Mar 6CMBSiShares CMBS ETF▲ BUYJoint$1K–$15KFeb 628+0.7%+0.3%−2.0%eFD ↗
Mar 6GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF▲ BUYJoint$1K–$15KFeb 6280.0%+0.9%−0.7%−2.8%eFD ↗
Mar 6JMBSJanus Henderson Mortgage-Backed Securities ETF▼ PARTIAL SELLJoint$1K–$15KFeb 628+0.8%+0.6%−0.4%−3.6%eFD ↗
Mar 6MBBiShares MBS ETF▼ PARTIAL SELLJoint$1K–$15KFeb 628+0.8%+1.2%−3.2%eFD ↗
Mar 6AGZiShares Agency Bond ETF▼ PARTIAL SELLJoint$1K–$15KFeb 628−0.2%−0.1%−0.3%−1.7%eFD ↗
Mar 6DBLEXDoubleLine Emerging Markets Fixed Income Fund - Class I▼ SELLJoint$1K–$15KFeb 628eFD ↗
Feb 15PYPLPaypal Holdings▲ BUYJoint$1K–$15KJan 2917−6.9%−26.4%−10.8%−0.8%eFD ↗
Feb 15ETNEaton Corp▲ BUYJoint$1K–$15KJan 2917+6.1%+12.7%+22.6%+16.6%eFD ↗
Feb 15CVSCVS Corp▲ BUYJoint$1K–$15KJan 2917−10.2%−7.6%−6.1%+19.4%eFD ↗
Feb 15CATCaterpillar Inc▲ BUYJoint$1K–$15KJan 29170.0%+15.6%+26.4%+24.0%eFD ↗
Feb 15UNPUnion Pacific Corp▼ PARTIAL SELLJoint$1K–$15KJan 2917+0.7%+13.9%+15.0%+31.6%eFD ↗
Feb 15OMCOmnicom Group Inc▼ SELLJoint$1K–$15KJan 2917−4.8%+5.4%−5.4%−0.9%eFD ↗
Feb 15IVWiShares S&P 500 Growth ETF▼ SELLJoint$1K–$15KJan 2917−1.1%−4.8%+3.9%+5.7%eFD ↗
Feb 15FISVFiserv Inc▼ SELLJoint$1K–$15KJan 2917−8.4%−2.9%+0.9%−19.6%eFD ↗
Feb 15DXCMDexcom Inc▲ BUYJoint$1K–$15KJan 2620−0.5%+0.8%−21.0%+0.7%eFD ↗
Feb 15MUMicron Technology▼ PARTIAL SELLJoint$1K–$15KJan 2620+3.8%+7.1%+24.3%eFD ↗
Feb 15VNQIVanguard Global ex-U.S. Real Estate ETF▲ BUYJoint$1K–$15KJan 2323eFD ↗
Feb 15TPYPTortoise Capital Series Trust Tortoise North Ameri▲ BUYJoint$1K–$15KJan 2323+2.5%+12.3%+12.6%+20.2%eFD ↗
Feb 15LITPSprott Lithium Miners ETF▲ BUYJoint$1K–$15KJan 2323+11.6%−9.1%+13.5%−29.0%eFD ↗
Feb 15RNWGXNew World Fund Inc. Cl R-6▲ BUYJoint$1K–$15KJan 2323eFD ↗
Feb 15JMBSJanus Henderson Mortgage-Backed Securities ETF▲ BUYJoint$1K–$15KJan 23230.0%+0.7%−0.8%−2.6%eFD ↗
Feb 15IVViShares Core S&P 500 ETF▲ BUYJoint$1K–$15KJan 2323+0.2%−1.4%+2.7%+8.2%eFD ↗
Feb 15CMBSiShares CMBS Bond ETF▲ BUYJoint$1K–$15KJan 2323+0.1%+1.0%−0.6%−1.8%eFD ↗
Feb 15MBBiShares MBS ETF▲ BUYJoint$1K–$15KJan 23230.0%+0.8%−0.3%−2.1%eFD ↗
Feb 15TBLLInvesco Short Term Treasury ETF▲ BUYJoint$1K–$15KJan 23230.0%+0.2%0.0%0.0%eFD ↗
Feb 15GIGBGoldman Sachs Access Investment Grade Corporate Bo▲ BUYJoint$1K–$15KJan 2323+0.2%+0.8%−0.4%−2.4%eFD ↗
Feb 15GEMGoldman Sachs ActiveBeta Emerging Markets Equity E▲ BUYJoint$1K–$15KJan 2323+2.3%+6.3%+10.2%+10.1%eFD ↗
Feb 15FTGCFirst Trust Global Tactical Commodity Strategy Fun▲ BUYJoint$1K–$15KJan 2323+4.4%+1.8%+17.8%+21.7%eFD ↗
Feb 15EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In▲ BUYJoint$1K–$15KJan 2323+0.1%+7.7%+7.8%+9.3%eFD ↗
Feb 15MDYSPDR S&P MidCap 400 ETF Trust▼ PARTIAL SELLJoint$1K–$15KJan 2323−0.6%+1.7%+4.0%+7.6%eFD ↗
Feb 15IWMiShares Russell 2000 ETF▼ PARTIAL SELLJoint$1K–$15KJan 2323−0.7%−1.1%+3.8%+10.6%eFD ↗
Feb 15SLViShares Silver Trust▼ SELLJoint$1K–$15KJan 2323+14.7%−13.9%−9.1%−37.3%eFD ↗
Feb 15PPLTabrdn Physical Platinum Shares ETF▼ SELLJoint$1K–$15KJan 2323+17.9%−9.6%−14.0%−30.7%eFD ↗
Feb 15PALLabrdn Physical Palladium Shares ETF▼ SELLJoint$1K–$15KJan 2323+9.5%−9.1%−15.5%eFD ↗
Feb 15VVisa Inc▲ BUYJoint$1K–$15KJan 1531−6.7%−5.9%−11.0%−0.2%eFD ↗
Feb 15AAPLApple Inc▲ BUYJoint$1K–$15KJan 1531−1.5%+7.2%+0.4%+21.6%eFD ↗
Feb 15OMCOmnicom Group Inc▼ PARTIAL SELLJoint$1K–$15KJan 1531+2.9%−5.7%−3.5%+8.6%eFD ↗
Feb 15NFLXNetflix Inc▲ BUYJoint$1K–$15KJan 838−1.7%−8.2%+8.4%−14.7%eFD ↗
Feb 15XOMExxon Mobil Corp▲ BUYJoint$1K–$15KJan 838+1.6%+15.3%+31.0%+11.8%eFD ↗
Feb 15DISWalt Disney Company▲ BUYJoint$1K–$15KJan 838+3.6%+0.8%−13.6%−11.0%eFD ↗
Feb 15MUMicron Technology▼ PARTIAL SELLJoint$1K–$15KJan 838+9.4%+31.5%+16.1%eFD ↗
Feb 15LRCXLam Research Corp▼ PARTIAL SELLJoint$1K–$15KJan 838+18.0%+28.3%+18.0%+89.2%eFD ↗
Jan 13IVWiShares S&P 500 Growth ETF▲ BUYJoint$1K–$15KDec 3113−0.7%+1.2%−7.3%+6.8%eFD ↗
Jan 13SMCISuper Micro Computer, Inc. - Common Stock▼ SELLJoint$1K–$15KDec 3113+1.0%+3.5%−28.3%0.0%eFD ↗
Jan 13IJRiShares Core S&P Small-Cap ETF▲ BUYJoint$1K–$15KDec 2618+0.1%+5.1%−1.6%+17.0%eFD ↗
Jan 13KRESPDR S&P Regional Banking ETF▼ SELLJoint$1K–$15KDec 2618−1.1%+0.9%−6.2%+6.7%eFD ↗
Jan 13SPYMState Street SPDR Portfolio S&P 500 ETF▲ BUYJoint$15K–$50KDec 2420+0.6%+1.3%−3.9%+9.5%eFD ↗
Jan 13SLViShares Silver Trust▼ PARTIAL SELLJoint$1K–$15KDec 2420+16.7%+33.0%+1.0%−2.3%eFD ↗
Jan 13PPLTabrdn Physical Platinum Shares ETF▼ PARTIAL SELLJoint$1K–$15KDec 2420+22.5%+16.5%−3.0%−14.4%eFD ↗
Jan 13PALLabrdn Physical Palladium Shares ETF▼ PARTIAL SELLJoint$1K–$15KDec 2420+12.7%+8.1%−17.1%eFD ↗
Jan 13WFCWells Fargo & Company▲ BUYJoint$1K–$15KDec 1727+0.3%+3.4%−18.3%−9.7%eFD ↗
Jan 13MSFTMicrosoft Corp▲ BUYJoint$1K–$15KDec 1727+1.5%+0.2%−16.4%−16.5%eFD ↗
Jan 13AAPLApple Inc▲ BUYJoint$1K–$15KDec 1727−1.7%−6.8%−9.1%+4.6%eFD ↗
Jan 13MSIMotorola Solutions, Inc. Common Stock▼ PARTIAL SELLJoint$1K–$15KDec 1727+1.4%+9.8%+25.9%+13.0%eFD ↗
Jan 13BSXBoston Scientific Corp▼ PARTIAL SELLJoint$1K–$15KDec 1727eFD ↗
Jan 13SMCISuper Micro Computer▲ BUYJoint$1K–$15KDec 1133−6.8%−10.8%−8.4%+20.0%eFD ↗
Jan 13ANETArista Networks, Inc. Common Stock▲ BUYJoint$1K–$15KDec 1133−7.2%−3.2%+14.8%eFD ↗
Jan 13TBLLInvesco Short Term Treasury ETF▼ PARTIAL SELLJoint$1K–$15KDec 11330.0%−0.1%−0.2%−0.2%eFD ↗
Dec 8MDYS&P Midcap 400 SPDR▲ BUYJoint$1K–$15KNov 2117+1.2%+5.2%+13.1%eFD ↗
Dec 8PYPLPaypal Holdings▲ BUYJoint$1K–$15KNov 2117−3.6%−1.8%−35.9%eFD ↗
Dec 8JMBSJanus Henderson Mortgage-Backed Securities ETF▲ BUYJoint$1K–$15KNov 2117+0.6%+0.4%+1.2%eFD ↗
Dec 8CMBSiShares CMBS Bond ETF▲ BUYJoint$1K–$15KNov 2117+0.3%+0.1%+1.5%eFD ↗
Dec 8MBBiShares MBS ETF▲ BUYJoint$1K–$15KNov 2117+0.9%+0.2%+1.5%eFD ↗
Dec 8GIGBGoldman Sachs Access Investment Grade Corporate Bo▲ BUYJoint$1K–$15KNov 2117+0.5%0.0%+1.1%eFD ↗
Dec 8VEAVanguard FTSE Developed Markets ETF▼ PARTIAL SELLJoint$1K–$15KNov 2117−2.1%+1.9%+12.1%eFD ↗
Dec 8VNQIVanguard Global ex-U.S. Real Estate ETF▼ PARTIAL SELLJoint$1K–$15KNov 2117−0.2%−0.2%+5.6%eFD ↗
Dec 8TPYPTortoise North Amer Pipeline Fund▼ PARTIAL SELLJoint$1K–$15KNov 21170.0%−0.9%+13.8%eFD ↗
Dec 8LLYEli Lilly and Company▼ PARTIAL SELLJoint$1K–$15KNov 2117+2.9%+3.1%+1.0%eFD ↗
Dec 8IVViShares Core S&P 500 ETF▼ PARTIAL SELLJoint$1K–$15KNov 2117eFD ↗
Dec 8IWMiShares Russell 2000 ETF▼ PARTIAL SELLJoint$1K–$15KNov 2117−0.8%+6.9%+10.7%eFD ↗
Dec 8FISVFiserv Inc▼ PARTIAL SELLJoint$1K–$15KNov 2117−3.0%+10.0%−1.7%eFD ↗
Dec 8FTGCFirst Trust Global Tactical Commodity Strategy Fun▼ PARTIAL SELLJoint$1K–$15KNov 2117−2.4%−2.0%−10.0%eFD ↗
Dec 8EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In▼ PARTIAL SELLJoint$1K–$15KNov 2117−0.3%−1.6%+9.5%eFD ↗
Dec 8WWSYXWestwood Smallcap Fund Class Y▲ BUYJoint$1K–$15KNov 2018eFD ↗
Dec 8RNWAXAmerican Funds - New World Fund Inc Class R-1 Sh▼ PARTIAL SELLJoint$1K–$15KNov 2018eFD ↗
Dec 8EFAiShares MSCI EAFE ETF▼ PARTIAL SELLJoint$1K–$15KNov 2018−2.7%+1.3%+9.4%eFD ↗
Dec 8GEMGoldman Sachs ActiveBeta Emerging Markets Equity E▼ PARTIAL SELLJoint$1K–$15KNov 2018−2.4%−0.1%+12.0%eFD ↗
Dec 8ANETArista Networks Inc▲ BUYJoint$1K–$15KNov 1325−11.2%−0.2%+2.1%eFD ↗
Dec 8AMZNAmazon.com Inc▲ BUYJoint$1K–$15KNov 1325−4.0%−6.1%−13.9%eFD ↗
Dec 8CRMSalesforce Inc▼ SELLJoint$1K–$15KNov 1325−7.1%+6.6%−21.7%eFD ↗
Dec 8VEAVanguard FTSE Developed Markets ETF▲ BUYJoint$1K–$15KNov 632+1.0%+0.2%+8.7%+11.5%eFD ↗
Dec 8VWOVanguard FTSE Emerging Markets ETF▲ BUYJoint$1K–$15KNov 632−1.0%−1.4%+2.5%+6.6%eFD ↗
Dec 8AAXJiShares MSCI All Country Asia ex Japan ETF▼ SELLJoint$1K–$15KNov 6320.0%−3.2%+6.4%eFD ↗
Nov 15TPYPTortoise North American Pipeline ETF▼ PARTIAL SELLJoint$1K–$15KNov 312+2.7%+5.1%+9.7%+21.7%eFD ↗
Nov 15OMCOmnicom Group Inc▼ PARTIAL SELLJoint$1K–$15KOct 3115−2.7%−0.2%+7.1%+1.3%eFD ↗
Nov 15METAMeta Platforms Inc▲ BUYJoint$1K–$15KOct 3115−12.2%−19.5%−10.8%−8.6%eFD ↗
Nov 15COLPALCOLGATE PALMOLIVE LTD.▼ SELLJoint$1K–$15KOct 937eFD ↗
Nov 15COSTCostco Wholesale▲ BUYJoint$1K–$15KOct 937+2.3%+0.9%−6.6%+10.9%eFD ↗
Nov 15EMLPFirst Trust North American Energy Infrastructure F▼ SELLJoint$15K–$50KOct 3430.0%−0.6%−1.0%+14.6%+8.3%eFD ↗
Nov 15EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In▲ BUYJoint$15K–$50KOct 3430.0%−1.4%+14.0%eFD ↗
Nov 15URNMSprott Uranium Miners ETF▼ SELLJoint$1K–$15KOct 343+1.0%−3.6%−9.6%+4.8%−18.8%eFD ↗
Nov 15LITPSprott Lithium Miners ETF▼ PARTIAL SELLJoint$1K–$15KOct 343+14.3%+10.2%+42.4%+41.9%+2.6%eFD ↗
Nov 15SLViShares Silver Trust▼ PARTIAL SELLJoint$1K–$15KOct 343+4.0%+5.1%+69.9%+62.8%+38.9%eFD ↗
Nov 15FTGCFirst Trust Global Tactical Commodity Strategy Fun▲ BUYJoint$1K–$15KOct 3430.0%+2.4%−10.3%+9.7%eFD ↗
Nov 15IQVIqvia Holdings Inc▼ PARTIAL SELLJoint$1K–$15KOct 244−1.8%+2.8%+19.0%−18.3%eFD ↗
Oct 10GOOGLAlphabet Cl A▲ BUYJoint$15K–$50KSep 1723+5.8%+1.4%+28.4%+26.9%+40.6%eFD ↗
Oct 10MUMicron Technology▼ PARTIAL SELLJoint$1K–$15KSep 1723+3.5%+19.0%+53.4%+171.0%eFD ↗
Oct 10IEFiShares 7-10 Year Treasury Bond ETF▲ BUYJoint$15K–$50KSep 1624−0.5%+0.1%−1.0%−1.6%−6.5%eFD ↗
Oct 10IEIiShares 3-7 Year Treasury Bond ETF▲ BUYJoint$15K–$50KSep 1624−0.3%0.0%−0.3%−0.6%−4.4%eFD ↗
Oct 10TLTiShares 20+ Year Treasury Bond ETF▼ PARTIAL SELLJoint$15K–$50KSep 1624−1.0%+0.7%−2.9%−3.8%−9.1%eFD ↗
Oct 10SCHPSchwab U.S. TIPS ETF▲ BUYJoint$1K–$15KSep 1624−0.3%−0.1%−1.6%−1.1%−5.5%eFD ↗
Oct 10SHYiShares 1-3 Year Treasury Bond ETF▲ BUYJoint$1K–$15KSep 16240.0%+0.1%0.0%−0.4%−2.0%eFD ↗
Oct 10JMBSJanus Henderson Mortgage-Backed Securities ETF▼ PARTIAL SELLJoint$1K–$15KSep 1624−0.1%+0.2%0.0%−0.7%−5.1%eFD ↗
Oct 10CMBSiShares CMBS Bond ETF▼ PARTIAL SELLJoint$1K–$15KSep 1624−0.2%+0.2%−0.2%−0.2%−2.8%eFD ↗
Oct 10MBBiShares MBS ETF▼ PARTIAL SELLJoint$1K–$15KSep 1624−0.2%+0.5%−0.1%−0.5%−4.2%eFD ↗
Oct 10AGZiShares Agency Bond ETF▼ PARTIAL SELLJoint$1K–$15KSep 1624−0.2%+0.2%−0.2%−0.4%−2.7%eFD ↗
Oct 10GBILGoldman Sachs Access Treasury 0-1 Year ETF▼ PARTIAL SELLJoint$1K–$15KSep 1624+0.1%0.0%0.0%0.0%−0.1%eFD ↗
Oct 10GIGBGoldman Sachs Access Investment Grade Corporate Bo▼ PARTIAL SELLJoint$1K–$15KSep 1624−0.4%−0.4%−1.4%−2.6%−5.8%eFD ↗
Oct 10ETNEaton Corp▲ BUYJoint$1K–$15KSep 1228+7.5%+8.7%−3.4%−0.2%+17.6%eFD ↗
Oct 10ORCLOracle Corp▼ PARTIAL SELLJoint$1K–$15KSep 1228−11.0%−12.8%−33.7%−54.5%−51.6%eFD ↗
Oct 10ADBEAdobe Systems Inc▲ BUYJoint$1K–$15KSep 436+1.2%+3.1%−0.6%−25.1%−16.4%eFD ↗
Sep 12NVDANvidia Corp▲ BUYJoint$1K–$15KAug 2221+1.3%+1.2%+8.3%+4.1%+28.2%eFD ↗
Sep 12LLYEli Lilly and Company▲ BUYJoint$1K–$15KAug 2221+1.5%+7.7%+46.9%+48.3%+68.3%eFD ↗
Sep 12MUMicron Technology▼ PARTIAL SELLJoint$1K–$15KAug 2221−2.6%+30.1%+104.2%+254.2%eFD ↗
Sep 12ABBVAbbvie Inc▼ PARTIAL SELLJoint$1K–$15KAug 2221+1.8%+7.4%+12.4%+12.0%+28.2%eFD ↗
Sep 12RNWGXNew World Fund Inc. Cl R-6▲ BUYJoint$15K–$50KAug 1429eFD ↗
Sep 12EMRZXEmerging Markets Fund Class Z▼ SELLJoint$15K–$50KAug 1429eFD ↗
Sep 12LLYEli Lilly and Company▲ BUYJoint$1K–$15KAug 1132+12.1%+18.1%+47.7%+69.1%+89.5%eFD ↗
Sep 12ABBVAbbvie Inc▼ PARTIAL SELLJoint$1K–$15KAug 1132+4.1%+11.8%+13.4%+12.5%+25.2%eFD ↗
Sep 12RNWGXNew World Fund Inc. Cl R-6▲ BUYJoint$15K–$50KAug 736eFD ↗
Sep 12EMRZXEmerging Markets Fund Class Z▼ PARTIAL SELLJoint$15K–$50KAug 736eFD ↗
Sep 12AMDAdvanced Micro Devices, Inc. - Common Stock▲ BUYJoint$1K–$15KAug 736+0.6%−5.3%+49.2%+37.9%+182.3%eFD ↗
Sep 12TBLLInvesco Short Term Treasury ETF▼ PARTIAL SELLJoint$15K–$50KAug 142+0.1%+0.1%+0.1%+0.1%+0.1%eFD ↗
Sep 12VNQIVanguard Global ex-U.S. Real Estate ETF▲ BUYJoint$1K–$15KAug 142+2.3%+4.4%+3.9%+4.5%+0.6%eFD ↗
Sep 12SCHPSchwab U.S. TIPS ETF▲ BUYJoint$1K–$15KAug 142+0.2%+0.7%+1.7%−0.1%−2.0%eFD ↗
Sep 12RNWGXNew World Fund Inc. Cl R-6▲ BUYJoint$1K–$15KAug 142eFD ↗
Sep 12JMBSJanus Henderson Mortgage-Backed Securities ETF▲ BUYJoint$1K–$15KAug 142+0.6%+1.0%+3.2%+2.7%0.0%eFD ↗
Sep 12IWMiShares Russell 2000 ETF▲ BUYJoint$1K–$15KAug 142−4.2%+4.7%+11.2%+17.6%+30.5%eFD ↗
Sep 12IEFiShares 7-10 Year Treasury Bond ETF▲ BUYJoint$1K–$15KAug 142+1.0%+1.1%+2.9%+1.3%−1.2%eFD ↗
Sep 12SHYiShares 1-3 Year Treasury Bond ETF▲ BUYJoint$1K–$15KAug 142+0.2%+0.4%+0.7%+0.4%−0.7%eFD ↗
Sep 12TLHiShares 10-20 Year Treasury Bond ETF▲ BUYJoint$1K–$15KAug 142+2.1%+1.4%+5.5%+2.5%−2.3%eFD ↗
Sep 12CMBSiShares CMBS Bond ETF▲ BUYJoint$1K–$15KAug 142+0.1%+0.6%+1.7%+1.5%−0.3%eFD ↗
Sep 12IEIiShares 3-7 Year Treasury Bond ETF▲ BUYJoint$1K–$15KAug 1420.0%+0.1%+1.0%+0.1%−2.0%eFD ↗
Sep 12TLTiShares 20+ Year Treasury Bond ETF▲ BUYJoint$1K–$15KAug 142+0.6%−0.3%+4.8%+0.7%−4.7%eFD ↗
Sep 12MBBiShares MBS ETF▲ BUYJoint$1K–$15KAug 142+1.0%+1.5%+3.4%+3.0%+0.2%eFD ↗
Sep 12AGZiShares Agency Bond ETF▲ BUYJoint$1K–$15KAug 142+0.2%+0.4%+1.5%+0.9%−0.8%eFD ↗
Sep 12GEMGoldman Sachs ActiveBeta Emerging Markets Equity E▲ BUYJoint$1K–$15KAug 142−2.4%+1.3%+10.7%+18.0%+25.3%eFD ↗
Sep 12WWSYXWestwood Smallcap Fund Class Y▲ BUYJoint$1K–$15KAug 142eFD ↗
Sep 12VEAVanguard FTSE Developed Markets ETF▼ PARTIAL SELLJoint$1K–$15KAug 142−3.4%+1.4%+5.5%+15.8%+20.1%eFD ↗
Sep 12EMRZXEmerging Markets Fund Class Z▼ PARTIAL SELLJoint$1K–$15KAug 142eFD ↗
Sep 12URNMSprott Uranium Miners ETF▼ PARTIAL SELLJoint$1K–$15KAug 142−7.3%−1.2%+16.5%+67.7%−3.5%eFD ↗
Sep 12IVViShares Core S&P 500 ETF▼ PARTIAL SELLJoint$1K–$15KAug 142−0.7%+1.3%+7.9%+8.7%+16.0%eFD ↗
Sep 12EFAiShares MSCI EAFE ETF▼ PARTIAL SELLJoint$1K–$15KAug 142−3.8%+2.7%+5.5%+10.2%+14.0%eFD ↗
Sep 12SLViShares Silver Trust▼ PARTIAL SELLJoint$1K–$15KAug 142−3.1%+2.0%+26.9%+168.1%+52.7%eFD ↗
Sep 12GIGBGoldman Sachs Access Investment Grade Corporate Bo▼ PARTIAL SELLJoint$1K–$15KAug 142+0.8%+1.1%+3.1%+1.7%−1.7%eFD ↗
Sep 12GEMGoldman Sachs ActiveBeta Emerging Markets Equity E▼ PARTIAL SELLJoint$1K–$15KAug 142−2.4%+1.3%+10.7%+18.0%+25.3%eFD ↗
Sep 12EMLPFirst Trust North American Energy Infrastructure F▼ PARTIAL SELLJoint$1K–$15KAug 142+1.3%+1.4%+1.3%+4.7%+17.0%eFD ↗
Sep 12PPLTabrdn Physical Platinum Shares ETF▼ PARTIAL SELLJoint$1K–$15KAug 142−5.9%−2.9%+14.6%+93.3%+15.4%eFD ↗
Sep 12PALLabrdn Physical Palladium Shares ETF▼ PARTIAL SELLJoint$1K–$15KAug 142−3.8%−10.8%+11.3%+61.3%eFD ↗
Aug 6MDLZMondelez Intl Inc▼ PARTIAL SELLJoint$1K–$15KJul 316−8.1%−8.9%−12.7%−16.1%−10.2%eFD ↗
Aug 6GDGeneral Dynamics Corp▼ PARTIAL SELLJoint$1K–$15KJul 3160.0%+3.3%+8.2%+15.4%+23.5%eFD ↗
Aug 6WMTWalmart Inc▲ BUYJoint$1K–$15KJul 316+1.0%−1.4%+8.9%+20.8%+12.3%eFD ↗
Aug 6GEGeneral Electric Company▲ BUYJoint$1K–$15KJul 316−0.8%+0.9%+11.9%+13.0%+30.2%eFD ↗
Aug 6JPMJP Morgan Chase & Company▼ PARTIAL SELLJoint$1K–$15KJul 2413+2.5%+1.7%+3.1%+3.4%+17.1%eFD ↗
Aug 6HYGiShares iBoxx $ High Yield Corporate Bond ETF▼ SELLJoint$1K–$15KJul 829−0.4%−0.5%+0.6%+0.6%−0.8%eFD ↗
Aug 6GIGBGoldman Sachs Access Investment Grade Corporate Bo▲ BUYJoint$1K–$15KJul 829−0.6%+0.7%+1.7%+1.0%−0.1%eFD ↗
Aug 6MUMicron Technology▼ PARTIAL SELLJoint$1K–$15KJul 136−2.0%−10.8%+26.1%+128.3%eFD ↗
Jul 9UNHUnitedhealth Group Inc▼ SELLJoint$1K–$15KJun 1128+3.4%+1.8%+4.0%+9.1%+31.7%eFD ↗
Jul 9MUMicron Technology▼ PARTIAL SELLJoint$1K–$15KJun 1128+6.5%+12.6%+21.0%+118.5%eFD ↗
Jul 9TBLLInvesco Short Term Treasury ETF▲ BUYJoint$1K–$15KJun 1128+0.1%0.0%+0.1%+0.2%0.0%eFD ↗
Jul 9AVGOBroadcom Inc. - Common Stock▲ BUYJoint$1K–$15KJun 1128+0.7%+11.4%+35.6%+58.0%+56.2%eFD ↗
Jul 9RTXRaytheon Technologies Corp▲ BUYJoint$1K–$15KMay 30400.0%+9.3%+19.7%+30.3%+33.9%eFD ↗
Jul 9METAMeta Platforms Inc▲ BUYJoint$1K–$15KMay 3040+3.3%+8.8%+20.4%−5.2%−4.2%eFD ↗
Jul 9HDHome Depot▲ BUYJoint$1K–$15KMay 2050late−3.3%−8.9%+5.5%−6.0%eFD ↗
Jul 9ATOAtmos Energy Corp▲ BUYJoint$1K–$15KMay 2050late−0.3%−2.6%+4.9%+10.3%eFD ↗
Jul 9GOOGLAlphabet Cl A▲ BUYJoint$1K–$15KMay 2050late+3.7%+5.1%+22.7%+66.3%eFD ↗
Jul 9METAMeta Platforms Inc▲ BUYJoint$1K–$15KMay 1654late+8.1%+17.8%+29.8%+4.9%eFD ↗
Jul 9HDHome Depot▲ BUYJoint$1K–$15KMay 1654late+1.1%−3.0%+3.0%−1.5%eFD ↗
Jul 9AMZNAmazon.com Inc▲ BUYJoint$1K–$15KMay 1654late+6.5%+10.6%+14.7%+26.6%eFD ↗
Jul 9NVDANvidia Corp▲ BUYJoint$1K–$15KMay 1357late+16.1%+21.5%+56.6%+61.3%eFD ↗
Jul 9AVGOBroadcom Inc. - Common Stock▲ BUYJoint$1K–$15KMay 1357late−1.6%+6.2%+31.2%+50.3%eFD ↗
Jun 14FBINFortune Brands Innovations Inc▼ SELLJoint$1K–$15KMay 3015−1.1%+1.6%+14.3%+0.1%eFD ↗
Jun 14RTXRaytheon Technologies Corp▲ BUYJoint$1K–$15KMay 30150.0%+9.3%+19.7%+30.3%+33.9%eFD ↗
Jun 14METAMeta Platforms Inc▲ BUYJoint$1K–$15KMay 3015+3.3%+8.8%+20.4%−5.2%−4.2%eFD ↗
Jun 14NRGNRG Energy▼ PARTIAL SELLJoint$1K–$15KMay 2025−1.4%−4.5%−6.6%+6.0%eFD ↗
Jun 14LOWLowe's Companies▼ PARTIAL SELLJoint$1K–$15KMay 2025−5.7%−9.6%+7.5%−6.3%eFD ↗
Jun 14GDGeneral Dynamics Corp▼ PARTIAL SELLJoint$1K–$15KMay 2025−2.5%−0.8%+15.9%eFD ↗
Jun 14DTEDte Energy Company▼ SELLJoint$1K–$15KMay 20250.0%−3.8%+2.1%−0.2%eFD ↗
Jun 14HDHome Depot▲ BUYJoint$1K–$15KMay 2025−3.3%−8.9%+5.5%−6.0%eFD ↗
Jun 14ATOAtmos Energy Corp▲ BUYJoint$1K–$15KMay 2025−0.3%−2.6%+4.9%+10.3%eFD ↗
Jun 14GOOGLAlphabet Cl A▲ BUYJoint$1K–$15KMay 2025+3.7%+5.1%+22.7%+66.3%eFD ↗
Jun 14TBLLInvesco Short Term Treasury ETF▼ PARTIAL SELLJoint$1K–$15KMay 16290.0%0.0%+0.1%+0.1%eFD ↗
Jun 14METAMeta Platforms Inc▲ BUYJoint$1K–$15KMay 1629+8.1%+17.8%+29.8%+4.9%eFD ↗
Jun 14HDHome Depot▲ BUYJoint$1K–$15KMay 1629+1.1%−3.0%+3.0%−1.5%eFD ↗
Jun 14AMZNAmazon.com Inc▲ BUYJoint$1K–$15KMay 1629+6.5%+10.6%+14.7%+26.6%eFD ↗
Jun 14VLOValero Energy Corp▼ SELLJoint$1K–$15KMay 1332+0.3%−1.0%+1.1%+29.7%eFD ↗
Jun 14NVDANvidia Corp▲ BUYJoint$1K–$15KMay 1332+16.1%+21.5%+56.6%+61.3%eFD ↗
May 14CRMSalesforce Inc▼ PARTIAL SELLJoint$1K–$15KApr 2222+8.3%+17.8%+6.1%+6.5%−23.2%eFD ↗
May 14MSFTMicrosoft Corp▲ BUYJoint$1K–$15KApr 2222+6.5%+23.5%+38.7%+39.6%+15.0%eFD ↗
May 14LRCXLam Research Corp▼ PARTIAL SELLJoint$1K–$15KApr 1628−7.2%+10.1%+48.6%+101.4%+285.2%eFD ↗
May 14GILDGilead Sciences Inc▼ SELLJoint$1K–$15KApr 1628+0.7%−6.5%+5.8%+14.1%+34.2%eFD ↗
May 14AMATApplied Materials▼ PARTIAL SELLJoint$1K–$15KApr 1628−5.2%+7.4%+36.6%+51.4%+173.0%eFD ↗
May 14UNHUnitedhealth Group Inc▲ BUYJoint$1K–$15KApr 1628−28.7%−36.8%−49.3%−40.2%−49.2%eFD ↗
May 14ORCLOracle Corp▲ BUYJoint$1K–$15KApr 1628−7.2%+13.6%+77.5%+132.7%+4.3%eFD ↗
May 14MSFTMicrosoft Corp▲ BUYJoint$1K–$15KApr 1628−5.3%+12.9%+29.6%+32.2%−1.1%eFD ↗
May 14BACBank of America Corp▼ PARTIAL SELLJoint$1K–$15KApr 1529+2.0%+10.0%+23.0%+37.6%+38.3%eFD ↗
May 14METAMeta Platforms Inc▲ BUYJoint$1K–$15KApr 1529−7.7%+9.0%+30.7%+31.7%+15.9%eFD ↗
May 14SHYiShares 1-3 Year Treasury Bond ETF▼ PARTIAL SELLJoint$1K–$15KApr 935−0.3%−0.1%−0.3%+0.1%−0.4%eFD ↗
May 14HYGiShares iBoxx $ High Yield Corporate Bond ETF▲ BUYJoint$1K–$15KApr 9350.0%+2.3%+4.7%+5.3%+3.8%eFD ↗
May 14JPMJP Morgan Chase & Company▼ PARTIAL SELLJoint$1K–$15KApr 836+12.3%+20.1%+40.8%+46.3%+47.4%eFD ↗
May 14IVWiShares S&P 500 Growth ETF▼ SELLJoint$1K–$15KApr 836+8.1%+16.1%+31.7%+43.9%+37.7%eFD ↗
May 14COLPALCOLGATE PALMOLIVE LTD.▲ BUYJoint$1K–$15KApr 836eFD ↗
May 14FTGCFirst Trust Global Tactical Commodity Strategy Fun▲ BUYJoint$1K–$15KApr 836+0.8%+1.4%+5.0%+8.2%+20.7%eFD ↗
May 14AVGOBroadcom Inc. - Common Stock▲ BUYJoint$1K–$15KApr 836+24.4%+39.2%+88.1%+131.3%+115.0%eFD ↗
Apr 20IVWiShares S&P 500 Growth ETF▼ PARTIAL SELLJoint$1K–$15KMar 1932−0.2%−5.0%+10.8%+25.1%+24.3%eFD ↗
Apr 20DTEDte Energy Company▼ SELLJoint$1K–$15KMar 19320.0%−2.9%−3.7%−0.2%+9.1%eFD ↗
Apr 20TBLLInvesco Short Term Treasury ETF▲ BUYJoint$1K–$15KMar 19320.0%−0.1%0.0%+0.1%−0.1%eFD ↗
Apr 20AMATApplied Materials▲ BUYJoint$1K–$15KMar 1932−0.9%−5.6%+11.1%+9.3%+122.5%eFD ↗
Apr 20TBLLInvesco Short Term Treasury ETF▲ BUYJoint$1K–$15KMar 546late+0.1%0.0%0.0%+0.1%+0.1%eFD ↗
Mar 6LITPSprott Lithium Miners ETF▲ BUYJoint$1K–$15KFeb 268−5.1%−0.2%−12.8%+22.0%+106.2%eFD ↗
Mar 6NVDANvidia Corp▲ BUYJoint$1K–$15KFeb 268−7.1%−12.4%−2.3%+32.4%+41.2%eFD ↗
Mar 6MSIMotorola Solutions▲ BUYJoint$1K–$15KFeb 268+1.6%−1.3%+10.4%eFD ↗
Mar 6TBLLInvesco Short Term Treasury ETF▲ BUYJoint$1K–$15KFeb 268−0.3%0.0%−0.3%−0.2%0.0%eFD ↗
Mar 6ECLEcolab Inc▲ BUYJoint$1K–$15KFeb 268−2.7%−5.2%−1.9%+5.3%+14.1%eFD ↗
Mar 6AXPAmerican Express Company▲ BUYJoint$1K–$15KFeb 268+1.8%−8.5%−0.7%+8.0%+10.7%eFD ↗
Mar 6AMZNAmazon.com Inc▲ BUYJoint$1K–$15KFeb 268−2.0%−9.4%−7.2%+5.7%−3.0%eFD ↗
Mar 6IVWiShares S&P 500 Growth ETF▼ PARTIAL SELLJoint$1K–$15KFeb 268−2.2%−8.2%−1.9%+10.9%+15.7%eFD ↗
Mar 6FTGCFirst Trust Global Tactical Commodity Strategy Fun▼ PARTIAL SELLJoint$1K–$15KFeb 268−2.8%−0.8%−5.3%−0.8%−1.8%eFD ↗
Mar 6EMLPFirst Trust North American Energy Infrastructure F▼ PARTIAL SELLJoint$1K–$15KFeb 268−2.2%+0.8%+0.1%+2.6%+16.5%eFD ↗
Mar 6URNMSprott Uranium Miners ETF▲ BUYJoint$1K–$15KFeb 2590.0%+2.0%+19.3%+42.4%+111.4%eFD ↗
Mar 6MSFTMicrosoft Corp▲ BUYJoint$1K–$15KFeb 1420−0.9%−4.6%+6.4%+26.6%−2.7%eFD ↗
Mar 6IVWiShares S&P 500 Growth ETF▼ PARTIAL SELLJoint$1K–$15KFeb 1420+1.8%−11.3%−1.5%+10.4%+17.0%eFD ↗
Mar 6BSXBoston Scientific Corp▲ BUYJoint$1K–$15KFeb 1321−0.7%−10.6%−0.4%+1.5%−27.5%eFD ↗
Mar 6GOOGLAlphabet Cl A▲ BUYJoint$1K–$15KFeb 1321−0.7%−6.8%−18.1%+8.0%+73.9%eFD ↗
Mar 6PFEPfizer Inc▼ SELLJoint$1K–$15KFeb 13210.0%+4.7%−12.7%−3.7%+6.6%eFD ↗
Mar 6DISWalt Disney Company▼ SELLJoint$1K–$15KFeb 1321−0.4%−4.8%−4.4%+1.4%−1.9%eFD ↗
Mar 6MSFTMicrosoft Corp▲ BUYJoint$1K–$15KFeb 529−0.7%−6.4%+4.9%+26.3%+3.7%eFD ↗
Mar 6MAMastercard Inc▲ BUYJoint$1K–$15KFeb 529+1.3%+3.8%+0.7%+2.5%−3.0%eFD ↗
Mar 6AXPAmerican Express Company▲ BUYJoint$1K–$15KFeb 529−1.8%−4.7%−12.3%−6.4%+11.7%eFD ↗
Mar 6LRCXLam Research Corp▼ PARTIAL SELLJoint$1K–$15KFeb 529+1.6%−6.5%−8.1%+18.9%+193.0%eFD ↗
Mar 6JPMJP Morgan Chase & Company▼ PARTIAL SELLJoint$1K–$15KFeb 529+3.2%−7.8%−5.5%+8.3%+14.4%eFD ↗
Mar 6BACBank of America Corp▼ PARTIAL SELLJoint$1K–$15KFeb 529+2.4%−0.4%−11.3%−0.3%+14.9%eFD ↗
Mar 6AMZNAmazon.com Inc▲ BUYJoint$1K–$15KFeb 430−3.6%−10.7%−20.1%−9.6%+0.7%eFD ↗
Mar 6QSRRestaurant Brands International▼ SELLJoint$1K–$15KFeb 430+4.0%+5.8%+8.0%+10.2%+8.2%eFD ↗
Feb 8IVWiShares S&P 500 Growth ETF▼ PARTIAL SELLJoint$1K–$15KJan 2811+0.9%+1.0%−8.1%+11.1%+22.6%eFD ↗
Feb 8HPQHP Inc▼ SELLJoint$1K–$15KJan 2811−2.5%+3.9%−24.2%−23.0%−41.6%eFD ↗
Feb 8NRGNRG Energy, Inc. Common Stock▲ BUYJoint$1K–$15KJan 2811−9.5%−5.7%−3.6%+48.3%+35.8%eFD ↗
Feb 8TBLLInvesco Short Term Treasury ETF▲ BUYJoint$1K–$15KJan 2811+0.2%+0.3%0.0%0.0%+0.1%eFD ↗
Feb 8SPYSPDR??S&P 500? ETF Trust▼ SELLJoint$1K–$15KJan 1623+2.9%+3.5%−8.0%+7.4%+19.6%eFD ↗
Feb 8TBLLInvesco Short Term Treasury ETF▲ BUYJoint$1K–$15KJan 1623−0.3%0.0%0.0%0.0%0.0%eFD ↗
Feb 8QQQInvesco QQQ Trust, Series 1▼ SELLJoint$1K–$15KJan 1425+3.3%+3.5%−10.0%+9.7%+24.1%eFD ↗
Feb 8EBAYEbay Inc▼ SELLJoint$1K–$15KJan 1425+0.4%+2.9%−2.0%+17.0%+38.0%eFD ↗
Feb 8CSCOCisco Systems Inc▼ SELLJoint$1K–$15KJan 14250.0%+3.4%−4.8%+11.9%+22.7%eFD ↗
Feb 8CRMSalesforce Inc▲ BUYJoint$1K–$15KJan 1425+0.3%+0.3%−21.2%−20.2%−19.7%eFD ↗
Feb 8NVDANvidia Corp▲ BUYJoint$1K–$15KJan 1425+1.3%−4.5%−18.4%+21.3%+36.1%eFD ↗
Feb 8MAMastercard Incorporated Common Stock▲ BUYJoint$1K–$15KJan 1425+3.9%+11.5%+1.0%+9.0%+14.0%eFD ↗
Jan 14AMATApplied Materials, Inc. - Common Stock▼ PARTIAL SELLJoint$1K–$15KDec 2322+2.0%+17.4%−7.0%+3.6%+56.7%eFD ↗

Last report filed Oct 21, 2026. Trades by a spouse or dependent child are included, as on the form. Photo and biography: official portrait and public records via the congress-legislators project (public domain).

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