WhatInvestorsBuy

Donald S. Beyer, Jr.: Stock Portfolio, Performance and Latest Trades

Donald S. Beyer, Jr.

U.S. Representative, VA-8

D Democrat

Trades disclosed981
Bought / sold520 / 453
Est. volume$79.9M
Typical delay19 days

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Donald S. Beyer, Jr.'s estimated portfolio today

Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
SPYSPDR S&P 500
18.7%$676.63+14.9%$777.22Held at end of 20220
FSELXFidelity Select Semiconductors Portfolio
13.8%$39.56+69.2%$66.92Held at end of 20240
THMEXCCT Thematic Equity Fund
9.83%$14.22+20.7%$17.16Held at end of 20250
FDSVXFidelity Growth Discovery Fund
9.59%$68.81+17.7%$80.99Held at end of 20240
FXAIXFidelity 500 Index Fund
9.34%$236.42+14.7%$271.10Held at end of 20240
FBALXFidelity Balanced Fund
9.11%$31.88+11.9%$35.66Held at end of 20240
VDEQXVanguard Diversified Equity Fund Investor Shares
8.98%$53.74+10.3%$59.26Held at end of 20240
LMASXClearbridge Special Inv Tr C
8.70%$33.12+6.9%$35.39Held at end of 20210
VCSAXVanguard Consumer Staples Index Fd Admiral Shs
4.06%$102.43+6.7%$109.33Held at end of 20240
VCDAXVanguard Consumer Discretionary Index Fund Admiral Shs
3.63%$202.60−4.5%$193.40Held at end of 20240
VEIRXVanguard Equity Income Fund Admiral Shares
1.78%$91.39+9.5%$100.07Held at end of 20240
VGENXVanguard Specialized Portfolios Energy Fund
0.87%$48.16+23.8%$59.62Held at end of 20240
FSPCXFidelity Select Insurance Portfolio
0.73%$88.59+3.8%$91.96Held at end of 20240
FBNDXFidelity Investment Grade Bond Fund
0.68%$7.12−3.4%$6.88Held at end of 20240
THGHanover Insurance Group Inc
0.21%$180.13+20.8%$217.61Held at end of 20210

Donald S. Beyer, Jr.'s buys and sells

Oct 7, 2019 to Sep 23, 2026, 12 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
Curators Univ Mo 5.00% 11/01/34BondJoint
Bought$15K–$50KSep 23, 2026Oct 1, 20268 days later
Ohio St Gen Oblig 5.00% 11/01/34BondJoint
Sold$15K–$50KSep 23, 2026Oct 1, 20268 days later
Indiana ST 5.00% 02/01/32BondJoint
Bought$50K–$100KSep 15, 2026Oct 1, 202616 days later
Long Is Pwr Auth Var 9/01/55BondJoint
Bought$15K–$50KAug 5, 2026Sep 1, 202627 days later
California St 4.00% 8/01/36BondJoint
Exchange$15K–$50KAug 3, 2026Sep 1, 202629 days later
Washington St Various 5.00% 08/01/30BondJoint
Exchange$50K–$100KAug 3, 2026Sep 1, 202629 days later
Tri-Creek 5.00% 7/15/33BondJoint
Bought$50K–$100KJul 27, 2026Aug 1, 20265 days later
King Cnty Wash 4.00% 12/01/32BondJoint
Exchange$15K–$50KJul 26, 2026Aug 1, 20266 days later
Virginia Commlth 5.00% 09/15/29BondJoint
Bought$50K–$100KJun 18, 2026Jul 1, 202613 days later
Arlington Cnty VA 5.00% 7/01/35BondJoint
Bought$15K–$50KFeb 19, 2026Mar 1, 202610 days later
University Wash Univ 4.00% 12/01/33BondJoint
Bought$15K–$50KJan 29, 2026Jan 31, 20262 days later
Madison Conn Go Bd 3.5% 12/18/25BondJoint
Bought$50K–$100KJan 20, 2026Jan 31, 202611 days later
Virginia St Pub Bldg 4.00% 08/01/36BondJoint
Bought$50K–$100KJan 15, 2026Jan 31, 202616 days later
Ohio St Gen Oblig 5.00% 11/01/34BondJoint
Bought$15K–$50KJan 7, 2026Jan 31, 202624 days later
King CNTY Wash Ltd 4.00% 12/1/32BondJoint
Sold$15K–$50KDec 18, 2025Jan 2, 202615 days later
Madison Conn GO BD 3.5% 12/18/25BondJoint
Sold$50K–$100KDec 18, 2025Jan 2, 202615 days later
Virginia ST 4.00% 8/1/38BondJoint
Sold$50K–$100KDec 10, 2025Jan 2, 202623 days later
King Cnty Wash 4.00% 12/01/32BondJoint
Bought$15K–$50KOct 31, 2025Nov 2, 20252 days later
St John Baptist Parish Var 06/01/37BondJoint
Bought$50K–$100KOct 23, 2025Nov 2, 202510 days later
Connecticut St SPL Tax 5.00% 01/01/37BondJoint
Bought$15K–$50KOct 22, 2025Nov 2, 202511 days later
North Allegheny PA Sch 5.00% 05/01/2030BondJoint
Exchange$15K–$50KOct 14, 2025Nov 2, 202519 days later
Massachusetts St Sch Bld 5.00%BondJoint
Exchange$50K–$100KSep 18, 2025Oct 2, 202514 days later
Oklahoma Cnt OK Independent 3:00% 07/01/25BondJoint
Exchange$15K–$50KJul 1, 2025Aug 2, 202532 days later
University of Washington 4.00% 12/01/33BondJoint
Bought$15K–$50KApr 8, 2025May 2, 202524 days later
Maryland St Health Var 07/01/45BondJoint
Bought$50K–$100KFeb 12, 2025Mar 8, 202524 days later
Duke Street LLC, 50% InterestOtherJoint
Sold$5M–$25MDec 23, 2024Jan 6, 202514 days later
Oklahoma Cnty OK Indep 3.00% 07.01.25BondJoint
Bought$1K–$15KDec 4, 2024Jan 6, 202533 days later
Oklahoma Cnty OK Indep 3.00% 07.01.25BondJoint
Bought$1K–$15KDec 4, 2024Jan 6, 202533 days later
Dallas Tex Area Rapid 5.00% 12/01/25BondJoint
Exchange$1K–$15KDec 2, 2024Jan 6, 202535 days later
Virginia State Housing Development 3.4% 07/01/29BondJoint
Bought$15K–$50KNov 21, 2024Dec 7, 202416 days later
Virginia State Housing Development 3.5% 07/01/30BondJoint
Bought$15K–$50KNov 21, 2024Dec 7, 202416 days later
Oregon State Housing & Community Var 01/10/48BondJoint
Bought$15K–$50KNov 14, 2024Dec 7, 202423 days later
Delaware Valley PA 4.00% 03/01/33BondJoint
Bought$15K–$50KOct 29, 2024Nov 3, 20245 days later
North Carolina TPK 4.00% 01/01/33BondJoint
Bought$15K–$50KOct 28, 2024Nov 3, 20246 days later
Long Island Power Authority NY 5.00% 09/01/37BondJoint
Bought$15K–$50KOct 24, 2024Nov 3, 202410 days later
New Jersey State 5.00% 06/15/33BondJoint
Bought$15K–$50KOct 18, 2024Nov 3, 202416 days later
Aiken Cnty SC Cons Sch 4.00% 04/01/37BondJoint
Bought$15K–$50KOct 16, 2024Nov 3, 202418 days later
Chicago Ill O'Hare 4.00% 01/01/36BondJoint
Bought$15K–$50KOct 9, 2024Nov 3, 202425 days later
North Las Vegas Nev 4.00% 06/01/36BondJoint
Bought$15K–$50KOct 9, 2024Nov 3, 202425 days later
Clark Cnty Nev Sch 4.00% 06/15/37BondJoint
Bought$15K–$50KOct 3, 2024Nov 3, 202431 days later
District Columbia Go 5.00% 06/01/35BondJoint
Exchange$15K–$50KOct 2, 2024Nov 3, 202432 days later
Jefferson Cnty KY 4.00% 09/01/36BondJoint
Bought$15K–$50KOct 2, 2024Nov 3, 202432 days later
Garden of Eden LLC, 40% InterestOtherJoint
Sold$5M–$25MAug 30, 2024Sep 4, 20245 days later
Wise Cnty VA Indl Var 11-01-40BondJoint
Bought$15K–$50KMay 31, 2024Jun 6, 20246 days later
Wise Cnty VA V-A 1.875% 11-01-40BondJoint
Sold$15K–$50KMay 31, 2024Jun 6, 20246 days later
Putnam Cnty WVA Brd Ed 1.123% 05/01/24BondJoint
Sold$15K–$50KMay 23, 2024Jun 6, 202414 days later
Metropolitan Wash DC 5.00% 10/01/31BondJoint
Bought$15K–$50KMay 2, 2024Jun 6, 202435 days later
Virginia St Hsg Dev 3.65% 04/01/33BondJoint
Bought$15K–$50KMar 28, 2024Mar 31, 20243 days later
Wisconsin St Health & EDL 5.00% 09/15/30BondJoint
Sold$1K–$15KSep 15, 2023Oct 1, 202316 days later
Union-Endicott NY Cent 3.75% 06/30/23BondJoint
Sold$1K–$15KJun 30, 2023Jul 1, 20231 days later
District Columbia Go 5.00% 06/01/35BondJoint
Bought$15K–$50KJun 6, 2023Jul 1, 202325 days later
Virginia College Bldg 4.00% 02/01/33BondJoint
Sold$15K–$50KJun 6, 2023Jul 1, 202325 days later
New York ST MTG AGY 3.45% 10/01/33BondJoint
Sold$15K–$50KApr 18, 2023Apr 29, 202311 days later
Wisconsin St Health & EDL 5.00% 09/15/30BondJoint
Bought$1K–$15KMar 16, 2023Apr 5, 202320 days later
Virginia College Bldg 4.375% 02/01/32BondJoint
Sold$15K–$50KFeb 1, 2023Mar 3, 202330 days later
Clark Cnty Nev Limited 3.00% 06/01/37BondJoint
Bought$15K–$50KNov 10, 2022Dec 1, 202221 days later
Virginia St Pub 3.00% 10/01/38BondJoint
Sold$15K–$50KNov 10, 2022Dec 1, 202221 days later
Union-Endicott NY Central School DistrictBondJoint
Bought$15K–$50KJul 28, 2022Jul 29, 20221 days later
Farmington NM Pollutn Var 06/01/40BondJoint
Sold$15K–$50KJun 2, 2022Jul 3, 202231 days later
New York NY City Transitional Fin AuthBondJoint
Sold$15K–$50KMay 2, 2022Jun 1, 202230 days later
California St GO BDS 4.25% 04/01/35BondJoint
Sold$15K–$50KApr 11, 2022May 1, 202220 days later
Halifax County VA Indl Dev Var 12/01/41BondJoint
Sold$15K–$50KApr 7, 2022May 1, 202224 days later
NEEJointNextEra Energy, Inc.
Sold$1K–$15KMar 7, 2022Apr 1, 202225 days later
Virginia College Bldg 3.00% 02/01/37 [gS]Joint
Sold$15K–$50KMar 7, 2022Apr 1, 202225 days later
DAIUFJointDaifuku Co Ltd Ordinary Shares
Sold$1K–$15KMar 1, 2022Apr 1, 202231 days later
FANUFJointFanuc Limited Ordinary Shares
Sold$1K–$15KMar 1, 2022Apr 1, 202231 days later
VgP N.V. NPV commonJoint
Sold$15K–$50KMar 1, 2022Apr 1, 202231 days later
ACNJointAccenture plc Class A Ordinary Shares
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
GOOGJointAlphabet Inc. Class C Capital Stock (gOOg)
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
AMZNJointAmazon.com, Inc.
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
AAPLJointApple Inc.
Sold$50K–$100KFeb 28, 2022Mar 3, 20223 days later
ASMLJointASML Holding N.V. New York Registry Shares
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
CDNSJointCadence Design Systems, Inc.
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
CGNXJointCognex Corporation (CgNX)
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
COSTJointCostco Wholesale Corporation
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
CYRXJointCryoPort, Inc.
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
CVSJointCVS Health Corporation
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
ECLJointEcolab Inc.
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
ELJointEstee Lauder Companies, Inc.
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
FNVJointFranco-Nevada Corporation
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
GSJointgoldman Sachs group, Inc. (gS)
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
GHJointguardant Health, Inc. (gH)
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
ILMNJointIllumina, Inc.
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
PIJointImpinj, Inc.
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
NTLAJointIntellia Therapeutics, Inc.
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
ISRGJointIntuitive Surgical, Inc. (ISRg)
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
IAUJointiShares gold Trust Shares of the iShares gold Trust
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
JPMJointJP Morgan Chase & Co.
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
KAIJointKadant Inc
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
LVMHFJointLVMH Moet Hennessy Louis Vuitton Ordinary Shares
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
MSFTJointMicrosoft Corporation
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
MSCIJointMSCI Inc
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
NDAQJointNasdaq, Inc.
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
NSRGYJointNestle SA Sponsored ADR representing Registered Shares Seri…
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
NKEJointNike, Inc.
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
NVSJointNovartis Ag
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
NVDAJointNVIDIA Corporation
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
PEPJointPepsico, Inc.
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
REGNJointRegeneron Pharmaceuticals, Inc. (REgN)
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
ROPJointRoper Technologies, Inc.
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
TGTJointTarget Corporation (TgT)
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
TRNOJointTerreno Realty Corporation
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
TJXJointTJX Companies, Inc.
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
UNHJointUnitedHealth group Incorporated
Sold$15K–$50KFeb 28, 2022Mar 3, 20223 days later
VZJointVerizon Communications Inc.
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
VJointVisa Inc.
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
DISJointWalt Disney Company
Sold$1K–$15KFeb 28, 2022Mar 3, 20223 days later
SQJointBlock, Inc. Class A Common Stock,
Sold$1K–$15KFeb 10, 2022Mar 3, 202221 days later
Fontana Calif Univ Sch 3.00% 08/01/38 [gS]Joint
Bought$15K–$50KFeb 8, 2022Mar 3, 202223 days later
BRK.BJointBerkshire Hathaway Inc. New
Bought$1K–$15KFeb 3, 2022Mar 3, 202228 days later
MSCIJointMSCI Inc
Sold$1K–$15KFeb 3, 2022Mar 3, 202228 days later
ACNJointAccenture plc Class A Ordinary Shares
Bought$1K–$15KFeb 2, 2022Mar 3, 202229 days later
Morgan Stanley FR Var 05/04/2027BondJoint
Sold$1K–$15KFeb 2, 2022Mar 3, 202229 days later
KMXJointCarMax Inc
Sold$15K–$50KFeb 1, 2022Mar 3, 202230 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJan 31, 2022Feb 1, 20221 days later
COSTJointCostco Wholesale Corporation
Bought$1K–$15KJan 31, 2022Feb 1, 20221 days later
CYRXJointCryoPort, Inc.
Sold$1K–$15KJan 31, 2022Feb 1, 20221 days later
PEPJointPepsico, Inc.
Bought$1K–$15KJan 31, 2022Feb 1, 20221 days later
TRNOJointTerreno Realty Corporation
Bought$1K–$15KJan 31, 2022Feb 1, 20221 days later
BRK.BJointBerkshire Hathaway Inc. New
Bought$1K–$15KJan 28, 2022Feb 1, 20224 days later
BBHJointVanEck Biotech ETF
Sold$1K–$15KJan 28, 2022Feb 1, 20224 days later
AXHEJointiShares MSCI ACWI ex US Healthcare ETF
Sold$1K–$15KJan 27, 2022Feb 1, 20225 days later
AXTEJointiShares MSCI ACWI ex US Telecommunication Services ETF
Sold$1K–$15KJan 27, 2022Feb 1, 20225 days later
NVSJointNovartis Ag
Bought$1K–$15KJan 27, 2022Feb 1, 20225 days later
VZJointVerizon Communications Inc.
Bought$1K–$15KJan 27, 2022Feb 1, 20225 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold$15K–$50KJan 20, 2022Feb 1, 202212 days later
BLF FedFund TDDXXBondJoint
Bought$15K–$50KJan 20, 2022Feb 1, 202212 days later
Columbia Tenn Wtrwks Rev 5.00% 12/01/32 [gS]Joint
Sold$15K–$50KJan 20, 2022Feb 1, 202212 days later
PNCJointPNC Financial Services group, Inc.
Sold$1K–$15KJan 20, 2022Feb 1, 202212 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KJan 14, 2022Feb 1, 202218 days later
CYRXJointCryoPort, Inc.
Sold$1K–$15KJan 14, 2022Feb 1, 202218 days later
Virginia St Pub 3.00% 10/01/38 [gS]Joint
Bought$15K–$50KJan 14, 2022Feb 1, 202218 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJan 13, 2022Feb 1, 202219 days later
CYRXJointCryoPort, Inc.
Sold$1K–$15KJan 13, 2022Feb 1, 202219 days later
CVSJointCVS Health Corporation
Bought$1K–$15KJan 13, 2022Feb 1, 202219 days later
GHJointguardant Health, Inc. (gH)
Sold$1K–$15KJan 13, 2022Feb 1, 202219 days later
PEPJointPepsico, Inc.
Bought$1K–$15KJan 13, 2022Feb 1, 202219 days later
BLF FedFund TDDXXBondJoint
Bought$15K–$50KJan 11, 2022Feb 1, 202221 days later
SQJointBlock, Inc. Class A Common Stock,
Sold$1K–$15KJan 10, 2022Feb 1, 202222 days later
TRNOJointTerreno Realty Corporation
Bought$1K–$15KJan 10, 2022Feb 1, 202222 days later
TJXJointTJX Companies, Inc.
Bought$1K–$15KJan 10, 2022Feb 1, 202222 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KJan 6, 2022Feb 1, 202226 days later
GHJointguardant Health, Inc. (gH)
Sold$1K–$15KDec 22, 2021Jan 1, 202210 days later
IXJJointiShares global Healthcare ETF
Bought$1K–$15KDec 22, 2021Jan 1, 202210 days later
IYZJointiShares U.S. Telecommunications ETF
Bought$1K–$15KDec 22, 2021Jan 1, 202210 days later
NVSJointNovartis Ag
Sold$1K–$15KDec 22, 2021Jan 1, 202210 days later
BBHJointVanEck Biotech ETF
Bought$1K–$15KDec 22, 2021Jan 1, 202210 days later
VZJointVerizon Communications Inc.
Sold$1K–$15KDec 22, 2021Jan 1, 202210 days later
CVSJointCVS Health Corporation
Bought$1K–$15KDec 21, 2021Jan 1, 202211 days later
FVRRJointFiverr International Ltd. Ordinary Shares, no par value
Sold$1K–$15KDec 21, 2021Jan 1, 202211 days later
AAGIYJointAIA group, Ltd. Sponsored American Depository Receipt (AAgI…
Sold$1K–$15KDec 6, 2021Jan 1, 202226 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KDec 6, 2021Jan 1, 202226 days later
NDAQJointNasdaq, Inc.
Bought$1K–$15KDec 6, 2021Jan 1, 202226 days later
Pittsburgh Pa Sch 3.00% 09/01/33 [gS]Joint
Bought$15K–$50KDec 6, 2021Jan 1, 202226 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KDec 2, 2021Jan 1, 202230 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KDec 1, 2021Jan 1, 202231 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KNov 26, 2021Dec 2, 20216 days later
NVDAJointNVIDIA Corporation
Sold$1K–$15KNov 26, 2021Dec 2, 20216 days later
SQJointSquare, Inc. Class A
Sold$1K–$15KNov 26, 2021Dec 2, 20216 days later
TDOCJointTeladoc Health, Inc.
Sold$1K–$15KNov 26, 2021Dec 2, 20216 days later
TJXJointTJX Companies, Inc.
Bought$1K–$15KNov 26, 2021Dec 2, 20216 days later
BLF FedFund TDDXXBondJoint
Bought$15K–$50KNov 9, 2021Dec 2, 202123 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 2, 2021Dec 2, 202130 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KNov 1, 2021Dec 2, 202131 days later
DAIUFJointDaifuku Co Ltd Ordinary Shares
Sold$1K–$15KNov 1, 2021Dec 2, 202131 days later
SQJointSquare, Inc. Class A
Sold$1K–$15KNov 1, 2021Dec 2, 202131 days later
VJointVisa Inc.
Sold$1K–$15KNov 1, 2021Dec 2, 202131 days later
BRK.BJointBerkshire Hathaway Inc. New
Bought$1K–$15KOct 29, 2021Oct 30, 20211 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KOct 29, 2021Oct 30, 20211 days later
NTLAJointIntellia Therapeutics, Inc.
Sold$1K–$15KOct 29, 2021Oct 30, 20211 days later
LVMHFJointLVMH Moet Hennessy Louis Vuitton Ordinary Shares
Sold$1K–$15KOct 29, 2021Oct 30, 20211 days later
BLF FedFund TDDXXBondJoint
Bought$15K–$50KOct 5, 2021Oct 30, 202125 days later
Salisbury Twp Pa Sch 2.375% 04/01/2025 [gS]Joint
Sold$15K–$50KOct 5, 2021Oct 30, 202125 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KOct 4, 2021Oct 30, 202126 days later
FNVJointFranco-Nevada Corporation
Sold$1K–$15KOct 4, 2021Oct 30, 202126 days later
PIJointImpinj, Inc.
Bought$1K–$15KOct 4, 2021Oct 30, 202126 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KOct 1, 2021Oct 30, 202129 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KSep 30, 2021Oct 1, 20211 days later
Des Moines Iowa gO Bds 2.00% 06/01/33 [gS]Joint
Bought$15K–$50KSep 30, 2021Oct 1, 20211 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KSep 28, 2021Oct 1, 20213 days later
AIA group Ltd NPV commonJoint
Sold$1K–$15KSep 27, 2021Oct 1, 20214 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KSep 27, 2021Oct 1, 20214 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KSep 21, 2021Oct 1, 202110 days later
CYRXJointCryoPort, Inc.
Sold$1K–$15KSep 21, 2021Oct 1, 202110 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KSep 20, 2021Oct 1, 202111 days later
CDNSJointCadence Design Systems, Inc.
Bought$1K–$15KSep 20, 2021Oct 1, 202111 days later
NTLAJointIntellia Therapeutics, Inc.
Sold$1K–$15KSep 20, 2021Oct 1, 202111 days later
VJointVisa Inc.
Sold$1K–$15KSep 20, 2021Oct 1, 202111 days later
VJointVisa Inc.
Sold$1K–$15KSep 20, 2021Oct 1, 202111 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KSep 17, 2021Oct 1, 202114 days later
CGNXJointCognex Corporation (CgNX)
Sold$1K–$15KSep 17, 2021Oct 1, 202114 days later
COSTJointCostco Wholesale Corporation
Bought$1K–$15KSep 17, 2021Oct 1, 202114 days later
ILMNJointIllumina, Inc.
Sold$1K–$15KSep 17, 2021Oct 1, 202114 days later
NVSJointNovartis Ag
Sold$1K–$15KSep 17, 2021Oct 1, 202114 days later
REGNJointRegeneron Pharmaceuticals, Inc. (REgN)
Bought$1K–$15KSep 17, 2021Oct 1, 202114 days later
SQJointSquare, Inc. Class A
Sold$1K–$15KSep 17, 2021Oct 1, 202114 days later
UNHJointUnitedHealth group Incorporated
Sold$1K–$15KSep 17, 2021Oct 1, 202114 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KSep 9, 2021Oct 1, 202122 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KSep 3, 2021Oct 1, 202128 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KSep 2, 2021Oct 1, 202129 days later
FANUFJointFanuc Limited Ordinary Shares
Sold$1K–$15KAug 28, 2021Oct 1, 202134 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KAug 18, 2021Sep 2, 202115 days later
CDNSJointCadence Design Systems, Inc.
Bought$1K–$15KAug 18, 2021Sep 2, 202115 days later
TDOCJointTeladoc Health, Inc.
Sold$1K–$15KAug 18, 2021Sep 2, 202115 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KAug 6, 2021Sep 2, 202127 days later
DAIUFJointDaifuku Co Ltd Ordinary Shares
Sold$1K–$15KAug 6, 2021Sep 2, 202127 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KAug 5, 2021Sep 2, 202128 days later
CDNSJointCadence Design Systems, Inc.
Bought$1K–$15KAug 5, 2021Sep 2, 202128 days later
IAUJointiShares gold Trust Shares of the iShares gold Trust
Sold$1K–$15KAug 5, 2021Sep 2, 202128 days later
TJXJointTJX Companies, Inc.
Sold$1K–$15KAug 5, 2021Sep 2, 202128 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KAug 3, 2021Sep 2, 202130 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KAug 2, 2021Sep 2, 202131 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJul 21, 2021Aug 7, 202117 days later
NTLAJointIntellia Therapeutics, Inc.
Sold$1K–$15KJul 21, 2021Aug 7, 202117 days later
NEEJointNextEra Energy, Inc.
Sold$15K–$50KJul 21, 2021Aug 7, 202117 days later
REGNJointRegeneron Pharmaceuticals, Inc.
Bought$1K–$15KJul 21, 2021Aug 7, 202117 days later
Roanoke Cnty VA Economic 3.25% 10/15/31BondJoint
Bought$15K–$50KJul 21, 2021Aug 7, 202117 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJul 15, 2021Aug 7, 202123 days later
VGP N.V. NPV commonJoint
Bought$1K–$15KJul 15, 2021Aug 7, 202123 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJul 7, 2021Aug 7, 202131 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJul 2, 2021Aug 7, 202136 days later
GOOGJointAlphabet Inc. Class C Capital Stock (gOOg)
Bought$1K–$15KJun 24, 2021Jul 4, 202110 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJun 24, 2021Jul 4, 202110 days later
FNVJointFranco-Nevada Corporation
Bought$1K–$15KJun 21, 2021Jul 4, 202113 days later
TDOCJointTeladoc Health, Inc.
Sold$1K–$15KJun 21, 2021Jul 4, 202113 days later
AAPLJointApple Inc.
Sold$1K–$15KJun 18, 2021Jul 4, 202116 days later
BRK.BJointBerkshire Hathaway Inc. New
Bought$1K–$15KJun 18, 2021Jul 4, 202116 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KJun 18, 2021Jul 4, 202116 days later
DAIUFJointDaifuku Co Ltd Ordinary Shares
Sold$1K–$15KJun 18, 2021Jul 4, 202116 days later
MSFTJointMicrosoft Corporation
Sold$1K–$15KJun 18, 2021Jul 4, 202116 days later
ASMLJointASML Holding N.V. New York Registry Shares
Bought$1K–$15KJun 17, 2021Jul 4, 202117 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KJun 17, 2021Jul 4, 202117 days later
ECLJointEcolab Inc.
Sold$1K–$15KJun 17, 2021Jul 4, 202117 days later
NEEJointNextEra Energy, Inc.
Sold$1K–$15KJun 17, 2021Jul 4, 202117 days later
REGNJointRegeneron Pharmaceuticals, Inc. (REgN)
Bought$1K–$15KJun 17, 2021Jul 4, 202117 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJun 8, 2021Jul 4, 202126 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJun 8, 2021Jul 4, 202126 days later
NEEJointNextEra Energy, Inc.
Bought$1K–$15KJun 8, 2021Jul 4, 202126 days later
BRK.BJointBerkshire Hathaway Inc. New
Bought$1K–$15KJun 7, 2021Jul 4, 202127 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KJun 3, 2021Jul 4, 202131 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJun 2, 2021Jul 4, 202132 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KJun 1, 2021Jul 4, 202133 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KMay 25, 2021Jun 7, 202113 days later
VGP N.V. NPV CommonJoint
Bought$1K–$15KMay 25, 2021Jun 7, 202113 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KMay 17, 2021Jun 7, 202121 days later
LDNXFJointLondon Stock Exchange Group plc Ordinary Shares
Sold$1K–$15KMay 17, 2021Jun 7, 202121 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KMay 13, 2021Jun 7, 202125 days later
MSJointMorgan Stanley
Bought$15K–$50KMay 13, 2021Jun 7, 202125 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KMay 11, 2021Jun 7, 202127 days later
FIVERR Intl Ltd OrdJoint
Sold$1K–$15KMay 11, 2021Jun 7, 202127 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KMay 7, 2021Jun 7, 202131 days later
TDOCJointTeladoc Health, Inc.
Sold$1K–$15KMay 7, 2021Jun 7, 202131 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KMay 6, 2021Jun 7, 202132 days later
FNVJointFranco-Nevada Corporation
Bought$1K–$15KMay 6, 2021Jun 7, 202132 days later
ILMNJointIllumina, Inc.
Sold$1K–$15KMay 6, 2021Jun 7, 202132 days later
NDAQJointNasdaq, Inc.
Bought$1K–$15KMay 6, 2021Jun 7, 202132 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KMay 4, 2021Jun 7, 202134 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KMay 4, 2021Jun 7, 202134 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KApr 29, 2021May 1, 20212 days later
NDAQJointNasdaq, Inc.
Bought$1K–$15KApr 29, 2021May 1, 20212 days later
SPLKJointSplunk Inc.
Sold$1K–$15KApr 29, 2021May 1, 20212 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KApr 14, 2021May 1, 202117 days later
EDITJointEditas Medicine, Inc.
Sold$1K–$15KApr 14, 2021May 1, 202117 days later
RHHBFJointRoche Holdings Ag Basel Ordinary Shares
Sold$1K–$15KApr 14, 2021May 1, 202117 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KApr 13, 2021May 1, 202118 days later
California St gO BDS 4.25% 04/01/35 [gS]Joint
Bought$15K–$50KApr 13, 2021May 1, 202118 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KApr 5, 2021May 1, 202126 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KApr 1, 2021May 1, 202130 days later
AMZNJointAmazon.com, Inc.
Sold$1K–$15KMar 18, 2021Apr 1, 202114 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KMar 18, 2021Apr 1, 202114 days later
COSTJointCostco Wholesale Corporation
Sold$1K–$15KMar 18, 2021Apr 1, 202114 days later
GSJointgoldman Sachs group, Inc. (gS)
Bought$1K–$15KMar 18, 2021Apr 1, 202114 days later
JPMJointJP Morgan Chase & Co.
Bought$1K–$15KMar 18, 2021Apr 1, 202114 days later
KAIJointKadant Inc
Bought$1K–$15KMar 18, 2021Apr 1, 202114 days later
MSCIJointMSCI Inc
Sold$1K–$15KMar 18, 2021Apr 1, 202114 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KMar 15, 2021Apr 1, 202117 days later
RDS.AJointRoyal Dutch Shell PLC Royal Dutch Shell American Depositary…
Sold$1K–$15KMar 15, 2021Apr 1, 202117 days later
SLBJointSchlumberger N.V.
Sold$1K–$15KMar 15, 2021Apr 1, 202117 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KMar 11, 2021Apr 1, 202121 days later
GSJointgoldman Sachs group, Inc. (gS)
Bought$1K–$15KMar 11, 2021Apr 1, 202121 days later
IAUJointishares gold Trust
Sold$1K–$15KMar 11, 2021Apr 1, 202121 days later
JPMJointJP Morgan Chase & Co.
Bought$1K–$15KMar 11, 2021Apr 1, 202121 days later
KAIJointKadant Inc
Bought$1K–$15KMar 11, 2021Apr 1, 202121 days later
ROPJointRoper Technologies, Inc.
Sold$1K–$15KMar 11, 2021Apr 1, 202121 days later
TJXJointTJX Companies, Inc.
Sold$1K–$15KMar 11, 2021Apr 1, 202121 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KMar 3, 2021Apr 1, 202129 days later
CDNSJointCadence Design Systems, Inc.
Bought$1K–$15KMar 3, 2021Apr 1, 202129 days later
SPLKJointSplunk Inc.
Sold$1K–$15KMar 3, 2021Apr 1, 202129 days later
EDITJointEditas Medicine, Inc.
Sold$1K–$15KMar 2, 2021Apr 1, 202130 days later
RDS.AJointRoyal Dutch Shell PLC Royal Dutch Shell American Depositary…
Bought$1K–$15KMar 2, 2021Apr 1, 202130 days later
BLF FedFund TDDXXBondJoint
Bought$15K–$50KMar 1, 2021Apr 1, 202131 days later
GSJointgoldman Sachs group, Inc. (gS)
Bought$1K–$15KMar 1, 2021Apr 1, 202131 days later
JPMJointJP Morgan Chase & Co.
Bought$1K–$15KMar 1, 2021Apr 1, 202131 days later
Maryland St Community [gS]Joint
Sold$15K–$50KMar 1, 2021Apr 1, 202131 days later
SLBJointSchlumberger N.V.
Bought$1K–$15KMar 1, 2021Apr 1, 202131 days later
VZJointVerizon Communications Inc.
Sold$1K–$15KMar 1, 2021Apr 1, 202131 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KFeb 26, 2021Feb 27, 20211 days later
FVRRJointFiverr International Ltd. Ordinary Shares, no par value
Sold$1K–$15KFeb 26, 2021Feb 27, 20211 days later
BLF FedFund TDDXXBondJoint
Bought$15K–$50KFeb 25, 2021Feb 27, 20212 days later
Texas Mun gas Acquisition 5.00% 12/15/22 [gS]Joint
Sold$15K–$50KFeb 25, 2021Feb 27, 20212 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KFeb 22, 2021Feb 27, 20215 days later
Farmington NM Pollutn Var 06/01/40 [gS]Joint
Bought$15K–$50KFeb 22, 2021Feb 27, 20215 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KFeb 19, 2021Feb 27, 20218 days later
ELJointEstee Lauder Companies, Inc.
Sold$1K–$15KFeb 19, 2021Feb 27, 20218 days later
AAIGFJointAIA group, Ltd. Ordinary Shares (AAIgF)
Bought$1K–$15KFeb 8, 2021Feb 27, 202119 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KFeb 8, 2021Feb 27, 202119 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KFeb 8, 2021Feb 27, 202119 days later
GSJointgoldman Sachs group, Inc. (gS)
Bought$1K–$15KFeb 8, 2021Feb 27, 202119 days later
Columbia Tenn Wtrwks Rev 5.00% 12/01/32 [gS]Joint
Bought$15K–$50KFeb 5, 2021Feb 27, 202122 days later
TJXJointTJX Companies, Inc.
Sold$1K–$15KFeb 5, 2021Feb 27, 202122 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KFeb 4, 2021Feb 27, 202123 days later
KAIJointKadant Inc
Bought$1K–$15KFeb 4, 2021Feb 27, 202123 days later
NVDAJointNVIDIA Corporation
Sold$1K–$15KFeb 4, 2021Feb 27, 202123 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KFeb 3, 2021Feb 27, 202124 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KFeb 2, 2021Feb 27, 202125 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KFeb 1, 2021Feb 27, 202126 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KJan 28, 2021Jan 31, 20213 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJan 19, 2021Jan 31, 202112 days later
ELJointEstee Lauder Companies, Inc.
Bought$1K–$15KJan 19, 2021Jan 31, 202112 days later
FANUFJointFanuc Limited Ordinary Shares
Bought$1K–$15KJan 19, 2021Jan 31, 202112 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KJan 15, 2021Jan 31, 202116 days later
GSJointgoldman Sachs group, Inc. (gS)
Bought$1K–$15KJan 15, 2021Jan 31, 202116 days later
NTLAJointIntellia Therapeutics, Inc.
Sold$1K–$15KJan 15, 2021Jan 31, 202116 days later
NSRGYJointNestle SA Sponsored ADR representing Registered Shares Seri…
Sold$1K–$15KJan 15, 2021Jan 31, 202116 days later
NVDAJointNVIDIA Corporation
Sold$1K–$15KJan 15, 2021Jan 31, 202116 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KJan 13, 2021Jan 31, 202118 days later
New York N Y City 5.00% 05/01/34 [gS]Joint
Bought$15K–$50KJan 13, 2021Jan 31, 202118 days later
AAGIYJointAIA group, Ltd. Sponsored American Depository Receipt (AAgI…
Bought$1K–$15KJan 12, 2021Jan 31, 202119 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJan 12, 2021Jan 31, 202119 days later
ASMLJointASML Holding N.V. New York Registry Shares
Bought$1K–$15KJan 11, 2021Jan 31, 202120 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KJan 11, 2021Jan 31, 202120 days later
GSJointgoldman Sachs group, Inc. (gS)
Bought$1K–$15KJan 11, 2021Jan 31, 202120 days later
Massachusetts St go BDS 5.00% 09/01/37 [gS]Joint
Bought$15K–$50KJan 11, 2021Jan 31, 202120 days later
MCOJointMoody's Corporation
Sold$1K–$15KJan 11, 2021Jan 31, 202120 days later
NSRGYJointNestle SA Sponsored ADR representing Registered Shares Seri…
Sold$1K–$15KJan 11, 2021Jan 31, 202120 days later
NVDAJointNVIDIA Corporation
Sold$1K–$15KJan 11, 2021Jan 31, 202120 days later
SPLKJointSplunk Inc.
Sold$1K–$15KJan 11, 2021Jan 31, 202120 days later
VZJointVerizon Communications Inc.
Sold$1K–$15KJan 11, 2021Jan 31, 202120 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJan 5, 2021Jan 31, 202126 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KJan 4, 2021Jan 31, 202127 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KDec 23, 2020Jan 1, 20219 days later
MSFTJointMicrosoft Corporation
Sold$1K–$15KDec 23, 2020Jan 1, 20219 days later
AAPLJointApple Inc.
Sold$1K–$15KDec 16, 2020Jan 1, 202116 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KDec 16, 2020Jan 1, 202116 days later
ROPJointRoper Technologies, Inc.
Sold$1K–$15KDec 16, 2020Jan 1, 202116 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KDec 15, 2020Jan 1, 202117 days later
GSJointgoldman Sachs group, Inc. (gS)
Bought$1K–$15KDec 15, 2020Jan 1, 202117 days later
KAIJointKadant Inc
Bought$1K–$15KDec 15, 2020Jan 1, 202117 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KDec 14, 2020Jan 1, 202118 days later
Virginia College Bldg 3.00% 02/01/37 [gS]Joint
Bought$15K–$50KDec 14, 2020Jan 1, 202118 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KDec 7, 2020Jan 1, 202125 days later
DISJointWalt Disney Company
Bought$1K–$15KDec 7, 2020Jan 1, 202125 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KDec 4, 2020Jan 1, 202128 days later
VgP N.V. NPV CommonOtherJoint
Bought$1K–$15KDec 4, 2020Jan 1, 202128 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KDec 3, 2020Jan 1, 202129 days later
CGNXJointCognex Corporation (CgNX)
Bought$1K–$15KDec 3, 2020Jan 1, 202129 days later
MSCIJointMSCI Inc
Bought$1K–$15KDec 3, 2020Jan 1, 202129 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KDec 2, 2020Jan 1, 202130 days later
ECLJointEcolab Inc.
Bought$1K–$15KDec 2, 2020Jan 1, 202130 days later
LVMHFJointLVMH Moet Hennessy Louis Vuitton Ordinary Shares
Bought$1K–$15KDec 2, 2020Jan 1, 202130 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KDec 1, 2020Jan 1, 202131 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 27, 2020Dec 1, 20204 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KNov 25, 2020Dec 1, 20206 days later
ECLJointEcolab Inc.
Bought$1K–$15KNov 25, 2020Dec 1, 20206 days later
FANUFJointFanuc Limited Ordinary Shares
Bought$1K–$15KNov 25, 2020Dec 1, 20206 days later
Putnam Cnty W Va BRD Ed 1.123% 05/01/24 [gS]Joint
Bought$15K–$50KNov 25, 2020Dec 1, 20206 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 24, 2020Dec 1, 20207 days later
MSFTJointMicrosoft Corporation
Bought$1K–$15KNov 24, 2020Dec 1, 20207 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 20, 2020Dec 1, 202011 days later
RHHBFJointRoche Holdings Ag Basel Ordinary Shares
Bought$1K–$15KNov 20, 2020Dec 1, 202011 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 19, 2020Dec 1, 202012 days later
FANUFJointFanuc Limited Ordinary Shares
Bought$1K–$15KNov 19, 2020Dec 1, 202012 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 18, 2020Dec 1, 202013 days later
DAIUFJointDaifuku Co Ltd Ordinary Shares
Bought$1K–$15KNov 18, 2020Dec 1, 202013 days later
ELJointEstee Lauder Companies, Inc.
Bought$1K–$15KNov 18, 2020Dec 1, 202013 days later
NTLAJointIntellia Therapeutics, Inc.
Bought$1K–$15KNov 18, 2020Dec 1, 202013 days later
DISJointWalt Disney Company
Bought$1K–$15KNov 18, 2020Dec 1, 202013 days later
ACNJointAccenture plc Class A Ordinary Shares
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
AAPLJointApple Inc.
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KNov 17, 2020Dec 1, 202014 days later
CGNXJointCognex Corporation (CgNX)
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
CYRXJointCryoPort, Inc.
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
EDITJointEditas Medicine, Inc.
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
ILMNJointIllumina, Inc.
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
NEEJointNextEra Energy, Inc.
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
NKEJointNike, Inc.
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
NVSJointNovartis Ag
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
NVDAJointNVIDIA Corporation
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
ROPJointRoper Technologies, Inc.
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
SQJointSquare, Inc. Class A
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
TGTJointTarget Corporation (TgT)
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
TDOCJointTeladoc Health, Inc.
Bought$1K–$15KNov 17, 2020Dec 1, 202014 days later
ASMLJointASML Holding N.V. New York Registry Shares
Bought$1K–$15KNov 13, 2020Dec 1, 202018 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 13, 2020Dec 1, 202018 days later
COSTJointCostco Wholesale Corporation
Bought$1K–$15KNov 13, 2020Dec 1, 202018 days later
FANUFJointFanuc Limited Ordinary Shares
Bought$1K–$15KNov 13, 2020Dec 1, 202018 days later
JPMJointJP Morgan Chase & Co.
Bought$1K–$15KNov 13, 2020Dec 1, 202018 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 10, 2020Dec 1, 202021 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 9, 2020Dec 1, 202022 days later
FANUFJointFanuc Limited Ordinary Shares
Bought$1K–$15KNov 9, 2020Dec 1, 202022 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KNov 5, 2020Dec 1, 202026 days later
DAIUFJointDaifuku Co Ltd Ordinary Shares
Bought$1K–$15KNov 5, 2020Dec 1, 202026 days later
FANUFJointFanuc Limited Ordinary Shares
Bought$1K–$15KNov 5, 2020Dec 1, 202026 days later
ISRGJointIntuitive Surgical, Inc. (ISRg)
Bought$1K–$15KNov 5, 2020Dec 1, 202026 days later
AAPLJointApple Inc.
Bought$1K–$15KNov 4, 2020Dec 1, 202027 days later
NVDAJointNVIDIA Corporation
Bought$1K–$15KNov 4, 2020Dec 1, 202027 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KNov 3, 2020Dec 1, 202028 days later
ELJointEstee Lauder Companies, Inc.
Bought$1K–$15KNov 3, 2020Dec 1, 202028 days later
IAUJointishares gold Trust
Bought$1K–$15KNov 3, 2020Dec 1, 202028 days later
LVMHFJointLVMH Moet Hennessy Louis Vuitton Ordinary Shares
Bought$1K–$15KNov 3, 2020Dec 1, 202028 days later
NKEJointNike, Inc.
Bought$1K–$15KNov 3, 2020Dec 1, 202028 days later
SPLKJointSplunk Inc.
Bought$1K–$15KNov 3, 2020Dec 1, 202028 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KNov 2, 2020Dec 1, 202029 days later
COSTJointCostco Wholesale Corporation
Bought$1K–$15KNov 2, 2020Dec 1, 202029 days later
CYRXJointCryoPort, Inc.
Bought$1K–$15KNov 2, 2020Dec 1, 202029 days later
GHJointguardant Health, Inc. (gH)
Bought$1K–$15KNov 2, 2020Dec 1, 202029 days later
NEEJointNextEra Energy, Inc.
Bought$1K–$15KNov 2, 2020Dec 1, 202029 days later
TGTJointTarget Corporation (TgT)
Bought$1K–$15KNov 2, 2020Dec 1, 202029 days later
UNHJointUnitedHealth group Incorporated
Bought$1K–$15KNov 2, 2020Dec 1, 202029 days later
Virginia College Bldg 4.00% 02/01/33 [gS]Joint
Bought$15K–$50KNov 2, 2020Dec 1, 202029 days later
BLF FedFund TDDXXBondJoint
Bought$375KOct 28, 2020Nov 5, 20208 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KOct 26, 2020Nov 5, 202010 days later
TGTJointTarget Corporation
Bought$1K–$15KOct 26, 2020Nov 5, 202010 days later
VGP NV commonJoint
Bought$1K–$15KOct 26, 2020Nov 5, 202010 days later
ECLJointEcolab Inc.
Sold$1K–$15KOct 23, 2020Nov 5, 202013 days later
NEEJointNextEra Energy, Inc.
Bought$1K–$15KOct 23, 2020Nov 5, 202013 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KOct 22, 2020Nov 5, 202014 days later
GHJointGuardant Health, Inc.
Bought$1K–$15KOct 22, 2020Nov 5, 202014 days later
MSFTJointMicrosoft Corporation
Sold$1K–$15KOct 22, 2020Nov 5, 202014 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KOct 14, 2020Nov 5, 202022 days later
Texas Mun Gas Acquisition 5.00%BondJoint
Bought$15K–$50KOct 14, 2020Nov 5, 202022 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KOct 8, 2020Nov 5, 202028 days later
ELJointEstee Lauder Companies, Inc.
Bought$1K–$15KOct 8, 2020Nov 5, 202028 days later
ROPJointRoper Technologies, Inc.
Sold$1K–$15KOct 8, 2020Nov 5, 202028 days later
TRNOJointTerreno Realty Corporation
Sold$1K–$15KOct 8, 2020Nov 5, 202028 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KOct 5, 2020Nov 5, 202031 days later
GSJointGoldman Sachs Group, Inc.
Sold$1K–$15KOct 5, 2020Nov 5, 202031 days later
GHJointGuardant Health, Inc.
Bought$1K–$15KOct 5, 2020Nov 5, 202031 days later
NVSJointNovartis AG
Sold$1K–$15KOct 5, 2020Nov 5, 202031 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KOct 2, 2020Nov 5, 202034 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KOct 1, 2020Nov 5, 202035 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KSep 29, 2020Oct 1, 20202 days later
California St Various 5.00% 04/01/37BondJoint
Bought$15K–$50KSep 29, 2020Oct 1, 20202 days later
BLF FedFund TDDXXBondJoint
Sold$15K–$50KSep 15, 2020Oct 1, 202016 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KSep 11, 2020Oct 1, 202020 days later
PEPJointPepsico, Inc.
Sold$1K–$15KSep 11, 2020Oct 1, 202020 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KSep 9, 2020Oct 1, 202022 days later
VGP GroupJoint
Bought$1K–$15KSep 9, 2020Oct 1, 202022 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KSep 3, 2020Oct 1, 202028 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KSep 2, 2020Oct 1, 202029 days later
Halifax Cnty VA Indl Dev Var 12/01/41BondJoint
Bought$15K–$50KSep 1, 2020Oct 1, 202030 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KAug 28, 2020Sep 6, 20209 days later
MCOJointMoody's Corporation
Bought$1K–$15KAug 28, 2020Sep 6, 20209 days later
NEEJointNextEra Energy, Inc.
Bought$1K–$15KAug 28, 2020Sep 6, 20209 days later
ACNJointAccenture plc Class A Ordinary Shares
Bought$1K–$15KAug 27, 2020Sep 6, 202010 days later
BLF FedFund TDDXXBondJoint
Bought$15K–$50KAug 27, 2020Sep 6, 202010 days later
COSTJointCostco Wholesale Corporation
Bought$1K–$15KAug 27, 2020Sep 6, 202010 days later
ECLJointEcolab Inc.
Sold$1K–$15KAug 27, 2020Sep 6, 202010 days later
FVRRJointFiverr International Ltd. Ordinary Shares, no par value
Bought$1K–$15KAug 27, 2020Sep 6, 202010 days later
ILMNJointIllumina, Inc.
Sold$1K–$15KAug 27, 2020Sep 6, 202010 days later
PEPJointPepsico, Inc.
Sold$1K–$15KAug 27, 2020Sep 6, 202010 days later
ROPJointRoper Technologies, Inc.
Bought$1K–$15KAug 27, 2020Sep 6, 202010 days later
Texas St Tax Rev 4.00% 08/27/20 [gS]Joint
Sold$15K–$50KAug 27, 2020Sep 6, 202010 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KAug 26, 2020Sep 6, 202011 days later
NTLAJointIntellia Therapeutics, Inc.
Sold$1K–$15KAug 26, 2020Sep 6, 202011 days later
ASMLJointASML Holding N.V. New York Registry Shares
Sold$1K–$15KAug 14, 2020Sep 6, 202023 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KAug 14, 2020Sep 6, 202023 days later
REGNJointRegeneron Pharmaceuticals, Inc. (REgN)
Sold$1K–$15KAug 14, 2020Sep 6, 202023 days later
BLF FedFund TDDXXBondJoint
Bought$50K–$100KAug 13, 2020Sep 6, 202024 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KAug 4, 2020Sep 6, 202033 days later
BLF FedFund TDDXXBondJoint
Sold$1K–$15KAug 3, 2020Sep 6, 202034 days later
BLF FedFund TDDXXBondJoint
Bought$1K–$15KJul 27, 2020Aug 9, 202013 days later
PIJointImpinj, Inc.
Sold$1K–$15KJul 27, 2020Aug 9, 202013 days later
ACNJointAccenture plc Class A Ordinary Shares
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
GOOGJointAlphabet Inc. Class C Capital Stock (gOOg)
Sold$15K–$50KJul 14, 2020Aug 9, 202026 days later
AMZNJointAmazon.com, Inc.
Sold$15K–$50KJul 14, 2020Aug 9, 202026 days later
AAPLJointApple Inc.
Sold$15K–$50KJul 14, 2020Aug 9, 202026 days later
BRK.BJointBerkshire Hathaway Inc. New
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
BLF FedFund TDDXXBondJoint
Sold$1M–$5MJul 14, 2020Aug 9, 202026 days later
CJointCitigroup, Inc.
Sold$15K–$50KJul 14, 2020Aug 9, 202026 days later
CGNXJointCognex Corporation (CgNX)
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
COSTJointCostco Wholesale Corporation
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
CYRXJointCryoPort, Inc.
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
DAIUFJointDaifuku Co Ltd Ordinary Shares
Sold$15K–$50KJul 14, 2020Aug 9, 202026 days later
District of Columbia 4.00% 04-01- 32 [gS]Joint
Sold$50K–$100KJul 14, 2020Aug 9, 202026 days later
District of Columbia 4.00% 06-01- 35 [gS]Joint
Sold$50K–$100KJul 14, 2020Aug 9, 202026 days later
ECLJointEcolab Inc.
Sold$15K–$50KJul 14, 2020Aug 9, 202026 days later
ELJointEstee Lauder Companies, Inc.
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
FANUFJointFanuc Limited Ordinary Shares
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
GSJointgoldman Sachs group, Inc. (gS)
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
GHJointguardant Health, Inc. (gH)
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
ILMNJointIllumina, Inc.
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
ISRGJointIntuitive Surgical, Inc. (ISRg)
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
IAUJointishares gold Trust
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
LDNXFJointLondon Stock Exchange group plc Ordinary Shares
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
LVMHFJointLVMH Moet Hennessy Louis Vuitton Ordinary Shares
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later
MSFTJointMicrosoft Corporation
Sold$15K–$50KJul 14, 2020Aug 9, 202026 days later
MSCIJointMSCI Inc
Sold$15K–$50KJul 14, 2020Aug 9, 202026 days later
NDAQJointNasdaq, Inc.
Sold$1K–$15KJul 14, 2020Aug 9, 202026 days later

Donald S. Beyer, Jr.'s portfolio by sector

Share of the estimated stock portfolio.

0.2%Financials
SectorShareValueHoldings
Other100%~$4.6M14
Financials0.2%~$9.7K1

Portfolio performance: Donald S. Beyer, Jr. vs. benchmarks

Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since Dec 20, 2019.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+76%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+76.2%+12.0%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Donald S. Beyer, Jr.'s most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
NEENextEra Energy, Inc.
127
DAIUFDaifuku Co Ltd ordinary Shares
99
GSgoldman Sachs group, Inc. (gS)
126
ELEstee Lauder Companies, Inc.
116
MSFTMicrosoft Corporation
89
AAPLApple Inc.
107
TDOCTeladoc Health, Inc. (TDoC)
89
FANUFFanuc Limited ordinary Shares
115
TJXTJX Companies, Inc.
97
NVSNovartis Ag
97
ECLEcolab Inc.
78
ROPRoper Technologies, Inc. (RoP)
87

Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.