Jared Moskowitz: Stock Portfolio, Performance and Latest Trades
U.S. Representative, FL-23
D Democrat
Trades disclosed466
Bought / sold300 / 166
Est. volume$4.5M
Typical delay36 days
Jared Moskowitz's estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
AMZNAmazon.com, Inc. | 11.1% | $230.82 | +12.6% | $259.92 |
AAPLApple Inc. | 6.35% | $271.12 | +24.2% | $336.67 |
DELLDell Technologies Inc. Class C | 4.69% | $124.74 | +364% | $578.96 |
MSFTMicrosoft Corporation | 3.86% | $468.21 | +13.1% | $529.76 |
GSGoldman Sachs Group, Inc. | 2.63% | $866.32 | +2.4% | $887.21 |
SPYMState Street SPDR Portfolio S&P 500 ETF | 2.57% | $79.59 | +14.9% | $91.46 |
AMGNAmgen Inc. | 2.17% | $320.75 | +28.8% | $413.08 |
JNJJohnson & Johnson | 2.14% | $203.67 | +26.9% | $258.45 |
NVDANVIDIA Corporation | 1.93% | $186.06 | +27.6% | $237.47 |
BRK.BBerkshire Hathaway Inc. New | 1.69% | $502.65 | +0.7% | $506.25 |
TSMTaiwan Semiconductor Manufacturing Company Ltd. | 1.58% | $301.52 | +56.6% | $472.20 |
CSCOCisco Systems, Inc. | 1.57% | $75.63 | +55.2% | $117.39 |
BACBank of America Corporation | 1.54% | $54.13 | −1.1% | $53.52 |
ADIAnalog Devices, Inc. | 1.54% | $268.80 | +52.6% | $410.08 |
VEAVanguard FTSE Developed Markets ETF | 1.54% | $61.88 | +13.5% | $70.26 |
METAMeta Platforms, Inc. - Class A | 1.53% | $633.12 | +13.9% | $721.31 |
TSLATesla, Inc. | 1.42% | $449.72 | −16.0% | $377.81 |
AVGOBroadcom Inc. | 1.31% | $338.65 | +11.2% | $376.51 |
HDHome Depot, Inc. | 1.29% | $334.01 | −14.4% | $285.77 |
CATCaterpillar, Inc. | 1.25% | $569.39 | +42.9% | $813.83 |
PANWPalo Alto Networks, Inc. | 1.25% | $162.79 | +149% | $405.57 |
ABBVAbbVie Inc. | 1.23% | $223.21 | +21.6% | $271.36 |
LINLinde plc | 1.16% | $422.23 | +14.6% | $483.98 |
MCKMcKesson Corporation | 1.12% | $817.83 | +11.3% | $910.33 |
LLYEli Lilly and Company | 1.12% | $1,069.51 | +11.1% | $1,188.72 |
GWWW.W. Grainger, Inc. | 1.12% | $1,003.15 | +26.0% | $1,263.51 |
GOOGAlphabet Inc. - Class C Capital Stock | 1.12% | $313.19 | +10.9% | $347.37 |
COSTCostco Wholesale Corporation | 1.11% | $858.55 | +9.7% | $942.25 |
ITWIllinois Tool Works Inc. | 1.09% | $241.71 | +8.0% | $261.15 |
VVisa Inc. | 1.08% | $348.62 | +6.7% | $372.10 |
TJXTJX Companies, Inc. | 1.07% | $152.66 | −9.1% | $138.80 |
LMTLockheed Martin Corporation | 1.06% | $475.07 | +5.1% | $499.22 |
JPMJP Morgan Chase & Co. | 1.05% | $317.71 | +3.7% | $329.58 |
SOSouthern Company | 1.01% | $85.11 | +0.4% | $85.44 |
AXPAmerican Express Company | 1.01% | $355.86 | −14.5% | $304.25 |
WMTWalmart Inc. | 0.99% | $110.70 | −2.3% | $108.16 |
ATOAtmos Energy Corporation | 0.98% | $164.77 | −3.4% | $159.21 |
RPMRPM International Inc. | 0.97% | $102.43 | −4.0% | $98.33 |
GLDSPDR Gold Shares | 0.96% | $396.31 | −5.2% | $375.88 |
PEGPublic Service Enterprise Group Incorporated | 0.93% | $78.26 | −8.3% | $71.74 |
MCDMcDonald's Corporation | 0.90% | $300.69 | −23.2% | $230.88 |
ASMLASML Holding N.V. - New York Registry Shares | 0.89% | $1,352.38 | +33.5% | $1,804.96 |
CMICummins Inc. | 0.87% | $505.27 | +2.4% | $517.32 |
TMUST-Mobile US, Inc. | 0.85% | $199.83 | −16.1% | $167.65 |
AGGiShares Core U.S. Aggregate Bond ETF | 0.82% | $96.90 | −2.7% | $94.31 |
SYKStryker Corporation | 0.80% | $348.49 | −21.0% | $275.40 |
RBMTXAmerican Funds 2055 Target Date Retirement Fund® Class R-2 | 0.75% | $28.71 | +10.1% | $31.61 |
PSGRXPutnam Small Cap Growth Fund Class R | 0.74% | $74.68 | +9.0% | $81.39 |
RACEFerrari N.V. Common Shares | 0.72% | $365.34 | +5.8% | $386.39 |
CBChubb Limited | 0.71% | $312.83 | +7.0% | $334.70 |
PGProcter & Gamble Company | 0.70% | $140.19 | +5.4% | $147.82 |
HCAHCA Healthcare, Inc. | 0.69% | $422.44 | +4.0% | $439.17 |
RITBXAmerican Funds American High-Income Trust® Class R-2 | 0.67% | $9.55 | −1.0% | $9.46 |
AMATApplied Materials, Inc. | 0.57% | $605.48 | −14.0% | $520.65 |
UBERUber Technologies, Inc. | 0.57% | $81.71 | −16.2% | $68.45 |
PHParker-Hannifin Corporation | 0.53% | $898.58 | +6.0% | $952.79 |
GEGE Aerospace | 0.53% | $288.54 | +5.2% | $303.62 |
HONHoneywell International Inc. | 0.52% | $201.87 | +3.1% | $208.11 |
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETF | 0.51% | $89.01 | +2.8% | $91.46 |
MSIMotorola Solutions, Inc. | 0.50% | $446.33 | +0.4% | $448.33 |
WMWaste Management, Inc. | 0.48% | $216.94 | −3.7% | $208.94 |
GDGeneral Dynamics Corporation | 0.48% | $342.87 | −4.7% | $326.63 |
SPSMSPDR Portfolio S&P 600 Small Cap ETF | 0.38% | $46.34 | +15.0% | $53.28 |
VWOVanguard FTSE Emerging Markets ETF | 0.37% | $53.59 | +11.7% | $59.85 |
SPMDSPDR Portfolio S&P 400 Mid Cap ETF | 0.37% | $57.34 | +11.2% | $63.76 |
AOAiShares Core Aggressive Allocation Fund | 0.37% | $88.39 | +10.7% | $97.84 |
GILDGilead Sciences, Inc. | 0.36% | $134.65 | +9.1% | $146.85 |
TFLOiShares Treasury Floating Rate Bond ETF | 0.34% | $49.09 | +3.0% | $50.54 |
BNDXVanguard Total International Bond ETF | 0.33% | $47.31 | −1.0% | $46.83 |
EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | 0.33% | $92.54 | −1.9% | $90.78 |
NEENextEra Energy, Inc. | 0.33% | $78.57 | −1.9% | $77.06 |
SHWSherwin-Williams Company | 0.33% | $321.73 | −2.1% | $315.00 |
BAIiShares A.I. Innovation and Tech Active ETF | 0.25% | $33.30 | +48.1% | $49.32 |
MTUMiShares MSCI USA Momentum Factor | 0.22% | $249.31 | +29.3% | $322.42 |
IEMGiShares Core MSCI Emerging Markets ETF | 0.20% | $66.68 | +23.0% | $82.04 |
SCHDSchwab US Dividend Equity ETF | 0.20% | $26.77 | +22.0% | $32.65 |
FNDFSchwab Fundamental International Equity ETF | 0.20% | $44.96 | +18.8% | $53.42 |
HDViShares Core High Dividend ETF | 0.20% | $23.81 | +18.8% | $28.28 |
IVWiShares S&P 500 Growth ETF | 0.20% | $122.93 | +18.7% | $145.89 |
FNDXSchwab Fundamental US Large Company Index ETF | 0.20% | $26.90 | +18.6% | $31.89 |
DYNFiShares U.S. Equity Factor Rotation Active ETF | 0.19% | $60.41 | +16.6% | $70.42 |
THROiShares U.S. Thematic Rotation Active ETF | 0.19% | $38.45 | +16.4% | $44.77 |
UNHUnitedHealth Group Incorporated | 0.19% | $323.71 | +16.1% | $375.98 |
SCHASchwab U.S. Small-Cap ETF | 0.19% | $28.28 | +15.3% | $32.61 |
MGCVanguard Mega Cap ETF | 0.19% | $249.83 | +15.2% | $287.79 |
SCHXSchwab US Large-Cap ETF | 0.19% | $26.69 | +14.6% | $30.60 |
QUALiShares MSCI USA Quality Factor ETF | 0.19% | $197.42 | +14.4% | $225.90 |
OEFiShares S&P 100 Fund | 0.19% | $340.63 | +14.3% | $389.44 |
FNDASchwab Fundamental US Small Company Index ETF | 0.19% | $31.25 | +13.3% | $35.40 |
RICBXAmerican Funds Investment Company of America® Class R-2 | 0.19% | $61.72 | +11.1% | $68.59 |
IVEiShares S&P 500 Value ETF | 0.18% | $209.63 | +10.1% | $230.78 |
GURUGlobal X Guru Index ETF | 0.18% | $62.51 | +8.6% | $67.91 |
SNASnap-On Incorporated | 0.18% | $338.00 | +6.5% | $359.89 |
SPCXSpace Exploration Technologies Corp. | 0.17% | $160.95 | +4.1% | $167.60 |
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund | 0.17% | $97.39 | +3.1% | $100.36 |
STIPiShares 0-5 Year TIPS Bond ETF | 0.17% | $98.83 | +1.3% | $100.10 |
MAMastercard Incorporated | 0.17% | $568.09 | +0.3% | $570.06 |
IAGGiShares International Aggregate Bond Fund | 0.17% | $49.31 | −0.5% | $49.05 |
IUSBiShares Core Total USD Bond Market ETF | 0.16% | $45.09 | −2.4% | $44.02 |
VGITVanguard Scottsdale Intermediate Term Treasury | 0.16% | $58.20 | −2.7% | $56.61 |
VMBSVanguard Mortgage Backed Security | 0.16% | $45.61 | −3.0% | $44.22 |
SMBSSchwab Mortgage-Backed Securities ETF | 0.16% | $24.69 | −3.0% | $23.94 |
SCHISchwab 5-10 Year Corporate Bond ETF | 0.16% | $22.11 | −3.1% | $21.43 |
ITAiShares U.S. Aerospace & Defense ETF | 0.16% | $214.15 | −4.9% | $203.60 |
IAUiShares Gold Trust Shares | 0.16% | $81.17 | −5.1% | $77.06 |
TLHiShares 10-20 Year Treasury Bond ETF | 0.16% | $98.28 | −7.0% | $91.45 |
DISWalt Disney Company | 0.15% | $112.91 | −7.2% | $104.75 |
LUMNLumen Technologies, Inc. | 0.13% | $7.77 | −23.9% | $5.91 |
POAHFPorsche Automobil Holding SE Stuttgart Pref No VTG RTS | 0.10% | $46.50 | −39.9% | $27.93 |
Jared Moskowitz's buys and sells
Feb 13, 2023 to Jul 13, 2026, 93 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
AMATApplied Materials, Inc. | Bought | $1K–$15K | Jul 13, 2026 | Aug 27, 202645 days later |
STESTERIS plc | Sold | $1K–$15K | Jul 13, 2026 | Aug 27, 202645 days later |
GWWW.W. Grainger, Inc. | Sold part | $1K–$15K | Jul 13, 2026 | Aug 27, 202645 days later |
AMATChildApplied Materials, Inc. | Bought | $1K–$15K | Jun 18, 2026 | Jul 26, 202638 days later |
AMATChildApplied Materials, Inc. | Bought | $1K–$15K | Jun 18, 2026 | Jul 26, 202638 days later |
AMATApplied Materials, Inc. | Bought | $1K–$15K | Jun 18, 2026 | Jul 26, 202638 days later |
HCAChildHCA Healthcare, Inc. | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
HCAHCA Healthcare, Inc. | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
HDHome Depot, Inc. | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
METAChildMeta Platforms, Inc. | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
METAMeta Platforms, Inc. | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
MSFTChildMicrosoft Corporation | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
MSFTMicrosoft Corporation | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
MNSTChildMonster Beverage Corporation | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
MNSTMonster Beverage Corporation | Bought | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
SPGIChildS&P Global Inc. | Sold | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
SPGIChildS&P Global Inc. | Sold | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
SPGIS&P Global Inc. | Sold | $1K–$15K | Jun 17, 2026 | Jul 26, 202639 days later |
SPCXSpace Exploration Technologies Corp. | Bought | $1K–$15K | Jun 12, 2026 | Jul 26, 202644 days later |
CORChildCencora, Inc. | Sold | $1K–$15K | May 6, 2026 | Jun 19, 202644 days later |
CORCencora, Inc. | Sold | $1K–$15K | May 6, 2026 | Jun 19, 202644 days later |
GILDChildGilead Sciences, Inc. | Bought | $1K–$15K | May 6, 2026 | Jun 19, 202644 days later |
GILDGilead Sciences, Inc. | Bought | $1K–$15K | May 6, 2026 | Jun 19, 202644 days later |
AXPAmerican Express Company | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
ASMLASML Holding N.V. New York Registry Shares | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
AVGOBroadcom Inc. | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
CATCaterpillar, Inc. | Sold part | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
CORCencora, Inc. | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
CBChubb Limited | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
CMICummins Inc. | Sold part | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
GEGE Aerospace | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
GDGeneral Dynamics Corporation | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
HDHome Depot, Inc. | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
MCDMcDonald's Corporation | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
MSIMotorola Solutions, Inc. | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
PANWPalo Alto Networks, Inc. | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
PHParker-Hannifin Corporation | Bought | $1K–$15K | Mar 31, 2026 | Apr 30, 202630 days later |
QCOMQUALCOMM Incorporated | Sold | $15K–$50K | Mar 31, 2026 | Apr 30, 202630 days later |
ACNChildAccenture plc Class A Ordinary Shares | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ACNChildAccenture plc Class A Ordinary Shares | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ACNAccenture plc Class A Ordinary Shares | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ASMLChildASML Holding N.V. New York Registry Shares | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ASMLChildASML Holding N.V. New York Registry Shares | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ASMLASML Holding N.V. New York Registry Shares | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ADPChildAutomatic Data Processing, Inc. | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ADPChildAutomatic Data Processing, Inc. | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ADPAutomatic Data Processing, Inc. | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
BROChildBrown & Brown, Inc. | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
BROChildBrown & Brown, Inc. | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
BROBrown & Brown, Inc. | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
CORChildCencora, Inc. | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
CORCencora, Inc. | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
GEChildGE Aerospace | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
GEGE Aerospace | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
GDChildGeneral Dynamics Corporation | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
GDGeneral Dynamics Corporation | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
MNSTChildMonster Beverage Corporation | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
MNSTMonster Beverage Corporation | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
MSIChildMotorola Solutions, Inc. | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
MSIMotorola Solutions, Inc. | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ORCLChildOracle Corporation | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ORCLChildOracle Corporation | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
ORCLOracle Corporation | Sold | $15K–$50K | Mar 23, 2026 | Apr 30, 202638 days later |
PANWChildPalo Alto Networks, Inc. | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
PANWPalo Alto Networks, Inc. | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
PHChildParker-Hannifin Corporation | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
PHParker-Hannifin Corporation | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
CIChildThe Cigna Group | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
CIThe Cigna Group | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
TJXTJX Companies, Inc. | Bought | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
TSCOChildTractor Supply Company | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
TSCOChildTractor Supply Company | Sold | $1K–$15K | Mar 23, 2026 | Apr 30, 202638 days later |
TSCOTractor Supply Company | Sold | $15K–$50K | Mar 23, 2026 | Apr 30, 202638 days later |
ROPChildRoper Technologies, Inc. | Sold | $1K–$15K | Feb 27, 2026 | Mar 30, 202631 days later |
ROPChildRoper Technologies, Inc. | Sold | $1K–$15K | Feb 27, 2026 | Mar 30, 202631 days later |
ROPRoper Technologies, Inc. | Sold | $1K–$15K | Feb 27, 2026 | Mar 30, 202631 days later |
ATOAtmos Energy Corporation | Bought | $1K–$15K | Dec 2, 2025 | Jan 16, 202645 days later |
MCKChildMcKesson Corporation | Bought | $1K–$15K | Dec 2, 2025 | Jan 16, 202645 days later |
MCKMcKesson Corporation | Bought | $1K–$15K | Dec 2, 2025 | Jan 16, 202645 days later |
PEPChildPepsico, Inc. | Sold | $1K–$15K | Dec 2, 2025 | Jan 16, 202645 days later |
PEPChildPepsico, Inc. | Sold | $1K–$15K | Dec 2, 2025 | Jan 16, 202645 days later |
PEPPepsico, Inc. | Sold | $15K–$50K | Dec 2, 2025 | Jan 16, 202645 days later |
PEGPublic Service Enterprise Group Incorporated | Bought | $1K–$15K | Dec 2, 2025 | Jan 16, 202645 days later |
SOSouthern Company | Bought | $1K–$15K | Dec 2, 2025 | Jan 16, 202645 days later |
AXPChildAmerican Express Company | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
AXPChildAmerican Express Company | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
AXPAmerican Express Company | Bought | $15K–$50K | Oct 10, 2025 | Nov 22, 202543 days later |
AVGOChildBroadcom Inc. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
AVGOChildBroadcom Inc. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
AVGOBroadcom Inc. | Bought | $15K–$50K | Oct 10, 2025 | Nov 22, 202543 days later |
CARRChildCarrier Global Corporation | Sold | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
CARRChildCarrier Global Corporation | Sold | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
CARRCarrier Global Corporation | Sold | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
CSCOChildCisco Systems, Inc. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
CSCOChildCisco Systems, Inc. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
CSCOCisco Systems, Inc. | Bought | $15K–$50K | Oct 10, 2025 | Nov 22, 202543 days later |
DELLChildDell Technologies Inc. Class C | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
DELLChildDell Technologies Inc. Class C | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
DELLDell Technologies Inc. Class C | Bought | $15K–$50K | Oct 10, 2025 | Nov 22, 202543 days later |
GSChildGoldman Sachs Group, Inc. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
GSChildGoldman Sachs Group, Inc. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
GSGoldman Sachs Group, Inc. | Bought | $15K–$50K | Oct 10, 2025 | Nov 22, 202543 days later |
JNJChildJohnson & Johnson | Sold part | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
JNJChildJohnson & Johnson | Sold part | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
MCKChildMcKesson Corporation | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
SHWChildSherwin-Williams Company | Sold | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
SHWSherwin-Williams Company | Sold | $15K–$50K | Oct 10, 2025 | Nov 22, 202543 days later |
SHWChildSherwin-Williams Company | Sold | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
TSMChildTaiwan Semiconductor Manufacturing Company Ltd. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
TSMTaiwan Semiconductor Manufacturing Company Ltd. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
TSMChildTaiwan Semiconductor Manufacturing Company Ltd. | Bought | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
TXNChildTexas Instruments Incorporated | Sold | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
TXNTexas Instruments Incorporated | Sold | $15K–$50K | Oct 10, 2025 | Nov 22, 202543 days later |
TXNChildTexas Instruments Incorporated | Sold | $1K–$15K | Oct 10, 2025 | Nov 22, 202543 days later |
HCAHCA Healthcare, Inc. | Bought | $1K–$15K | May 15, 2025 | Jun 27, 202543 days later |
HCAChildHCA Healthcare, Inc. | Bought | $1K–$15K | May 15, 2025 | Jun 27, 202543 days later |
CIChildThe Cigna Group | Bought | $1K–$15K | May 15, 2025 | Jun 27, 202543 days later |
CIThe Cigna Group | Bought | $1K–$15K | May 15, 2025 | Jun 27, 202543 days later |
UNHChildUnitedHealth Group Incorporated | Sold | $1K–$15K | May 15, 2025 | Jun 27, 202543 days later |
UNHChildUnitedHealth Group Incorporated | Sold | $1K–$15K | May 15, 2025 | Jun 27, 202543 days later |
UNHUnitedHealth Group Incorporated | Sold | $1K–$15K | May 15, 2025 | Jun 27, 202543 days later |
AMGNChildAmgen Inc. | Bought | $1K–$15K | Apr 16, 2025 | May 9, 202523 days later |
AMGNAmgen Inc. | Bought | $1K–$15K | Apr 16, 2025 | May 9, 202523 days later |
NVDAChildNVIDIA Corporation | Bought | $1K–$15K | Apr 16, 2025 | May 9, 202523 days later |
NVDANVIDIA Corporation | Bought | $1K–$15K | Apr 16, 2025 | May 9, 202523 days later |
GSChildGoldman Sachs Group, Inc. | Sold | $1K–$15K | Apr 10, 2025 | May 9, 202529 days later |
GSChildGoldman Sachs Group, Inc. | Sold | $1K–$15K | Apr 10, 2025 | May 9, 202529 days later |
GSGoldman Sachs Group, Inc. | Sold | $15K–$50K | Apr 10, 2025 | May 9, 202529 days later |
SBUXChildStarbucks Corporation | Sold | $1K–$15K | Apr 10, 2025 | May 9, 202529 days later |
SBUXChildStarbucks Corporation | Sold | $1K–$15K | Apr 10, 2025 | May 9, 202529 days later |
SBUXStarbucks Corporation | Sold | $1K–$15K | Apr 10, 2025 | May 9, 202529 days later |
ABBVAbbVie Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
ACNAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
AMZNAmazon.com, Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
ADIAnalog Devices, Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
CARRCarrier Global Corporation | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
CATCaterpillar, Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
GSGoldman Sachs Group, Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
HONHoneywell International Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
ITWIllinois Tool Works Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
LECOLincoln Electric Holdings, Inc. | Sold | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
LINLinde plc | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
LMTLockheed Martin Corporation | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
NEENextEra Energy, Inc. | Sold | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
NVDANVIDIA Corporation | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
ORCLOracle Corporation | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
PEPPepsico, Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
QCOMQUALCOMM Incorporated | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
RPMRPM International Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
SHWSherwin-Williams Company | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
SOSouthern Company | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
SYKStryker Corporation | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
TXNTexas Instruments Incorporated | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
TJXTJX Companies, Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
TSCOTractor Supply Company | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
VVisa Inc. | Bought | $1K–$15K | Apr 7, 2025 | May 9, 202532 days later |
AVGOBroadcom Inc. | Sold | $15K–$50K | Mar 11, 2025 | Apr 8, 202528 days later |
NVDANVIDIA Corporation | Bought | $1K–$15K | Mar 11, 2025 | Apr 8, 202528 days later |
AVGOChildBroadcom Inc. | Sold | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
AVGOChildBroadcom Inc. | Sold | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
ELVChildElevance Health, Inc. | Sold | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
ELVChildElevance Health, Inc. | Sold | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
ELVElevance Health, Inc. | Sold | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
NVDAChildNVIDIA Corporation | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
NVDAChildNVIDIA Corporation | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
NVDANVIDIA Corporation | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
GLDWOtherChildSPDR Long Dollar Gold Trust | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
GLDWOtherChildSPDR Long Dollar Gold Trust | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
GLDWOtherSPDR Long Dollar Gold Trust | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
TJXChildTJX Companies, Inc. | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
TJXChildTJX Companies, Inc. | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
TJXTJX Companies, Inc. | Bought | $1K–$15K | Mar 10, 2025 | Apr 8, 202529 days later |
WSTChildWest Pharmaceutical Services, Inc. | Sold | $1K–$15K | Feb 13, 2025 | Mar 6, 202521 days later |
ABTAbbott Laboratories | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
ABTChildAbbott Laboratories | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
ABTChildAbbott Laboratories | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
ABBVChildAbbVie Inc. | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
ABBVAbbVie Inc. | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
CNIChildCanadian National Railway Company | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
CNIChildCanadian National Railway Company | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
CNICanadian National Railway Company | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
GSGoldman Sachs Group, Inc. | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
GSChildGoldman Sachs Group, Inc. | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
GSChildGoldman Sachs Group, Inc. | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
MCKMcKesson Corporation | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
MCKChildMcKesson Corporation | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
MRKChildMerck & Company, Inc. | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
MRKChildMerck & Company, Inc. | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
MRKMerck & Company, Inc. | Sold | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
SYKChildStryker Corporation | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
SYKChildStryker Corporation | Bought | $1K–$15K | Jan 15, 2025 | Feb 10, 202526 days later |
AOSA.O. Smith Corporation | Sold | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
ACNAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
GOOGChildAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
AMZNAmazon.com, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
AMZNChildAmazon.com, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
AMZNChildAmazon.com, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
ADIAnalog Devices, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
ATOChildAtmos Energy Corporation | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
BRK.BChildBerkshire Hathaway Inc. New | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
AVGOChildBroadcom Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
AVGOChildBroadcom Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
CVXChevron Corporation | Sold | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
CMIChildCummins Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
CMIChildCummins Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
ELVChildElevance Health, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
XOMExxon Mobil Corporation | Sold | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
HDHome Depot, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
JNJChildJohnson & Johnson | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
JPMChildJP Morgan Chase & Co. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
LINChildLinde plc | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
LINChildLinde plc | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
LMTChildLockheed Martin Corporation | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
MCDMcDonald's Corporation | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
MRKChildMerck & Company, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
METAChildMeta Platforms, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
NVDAChildNVIDIA Corporation | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
ORCLOracle Corporation | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
PEPChildPepsico, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
PEPChildPepsico, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
QCOMQUALCOMM Incorporated | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
SBCFChildSeacoast Banking Corporation of Florida | Sold | $15K–$50K | Nov 8, 2024 | Dec 9, 202431 days later |
SBCFChildSeacoast Banking Corporation of Florida | Sold | $50K–$100K | Nov 8, 2024 | Dec 9, 202431 days later |
SHWSherwin-Williams Company | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
SHWChildSherwin-Williams Company | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
SHWChildSherwin-Williams Company | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
TXNTexas Instruments Incorporated | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
XLEOtherThe Energy Select Sector SPDR Fund | Bought | $15K–$50K | Nov 8, 2024 | Dec 9, 202431 days later |
TMUSChildT-Mobile US, Inc. | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
TSCOChildTractor Supply Company | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
TSCOChildTractor Supply Company | Bought | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
WSTWest Pharmaceutical Services, Inc. | Sold | $1K–$15K | Nov 8, 2024 | Dec 9, 202431 days later |
CMCSAChildComcast Corporation | Sold | $1K–$15K | Jul 17, 2024 | Aug 6, 202420 days later |
ALLChildAllstate Corporation | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ALLChildAllstate Corporation | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
AMZNChildAmazon.com, Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
AMZNChildAmazon.com, Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ATOChildAtmos Energy Corporation | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
BRK.BChildBerkshire Hathaway Inc. New | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
BRK.BChildBerkshire Hathaway Inc. New | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
AVGOChildBroadcom Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
AVGOChildBroadcom Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
CMCSAChildComcast Corporation | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ELVChildElevance Health, Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
FDSChildFactSet Research Systems Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
FDSChildFactSet Research Systems Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
JPMChildJP Morgan Chase & Co. | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
LINChildLinde plc | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
LINChildLinde plc | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
MAChildMastercard Incorporated | Sold part | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
MAChildMastercard Incorporated | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
MDLZChildMondelez International, Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
NOCChildNorthrop Grumman Corporation | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
NVDAChildNVIDIA Corporation | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
NVDAChildNVIDIA Corporation | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ORCLChildOracle Corporation | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ORCLChildOracle Corporation | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
PNCChildPNC Financial Services Group, Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ROPChildRoper Technologies, Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
SHWChildSherwin-Williams Company | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
SOChildSouthern Company | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
SOChildSouthern Company | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
TDChildToronto Dominion Bank | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
GWWChildW.W. Grainger, Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
WMChildWaste Management, Inc. | Sold part | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
WECChildWEC Energy Group, Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ZTSChildZoetis Inc. Class A | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ZTSChildZoetis Inc. Class A | Sold | $1K–$15K | Jul 5, 2024 | Aug 6, 202432 days later |
ABTAbbott Laboratories | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
ALLAllstate Corporation | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
AMZNAmazon.com, Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
AMZNAmazon.com, Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
AVGOBroadcom Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
CBChubb Limited | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
CMCSAComcast Corporation | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
FDSFactSet Research Systems Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
JPMJP Morgan Chase & Co. | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
LOWLowe's Companies, Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
MAMastercard Incorporated | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
MDLZMondelez International, Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
NOCNorthrop Grumman Corporation | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
ORCLOracle Corporation | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
PNCPNC Financial Services Group, Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
SHWSherwin-Williams Company | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
SHWSherwin-Williams Company | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
SNASnap-On Incorporated | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
SOSouthern Company | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
TDToronto Dominion Bank | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
WMWaste Management, Inc. | Bought | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
WECWEC Energy Group, Inc. | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
ZTSZoetis Inc. Class A | Sold | $1K–$15K | Jul 5, 2024 | Aug 19, 202445 days later |
GOOGChildAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
BBYChildBest Buy Co., Inc. | Sold | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
ELVChildElevance Health, Inc. | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
FDSChildFactSet Research Systems Inc. | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
JNJChildJohnson & Johnson | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
JPMChildJP Morgan Chase & Co. | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
LMTChildLockheed Martin Corporation | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
MDLZChildMondelez International, Inc. | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
NEEChildNextEra Energy, Inc. | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
NOCChildNorthrop Grumman Corporation | Sold | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
PNCChildPNC Financial Services Group, Inc. | Sold | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
SNAChildSnap-On Incorporated | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
TDChildToronto Dominion Bank | Sold | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
TSCOChildTractor Supply Company | Bought | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
WECChildWEC Energy Group, Inc. | Sold | $1K–$15K | Jul 1, 2024 | Aug 6, 202436 days later |
ABTAbbott Laboratories | Sold | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
GOOGAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
AAPLApple Inc. | Bought | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
ELVElevance Health, Inc. | Bought | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
LMTLockheed Martin Corporation | Bought | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
NEENextEra Energy, Inc. | Sold part | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
RPMRPM International Inc. | Bought | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
SPGIS&P Global Inc. | Bought | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
SOSouthern Company | Sold | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
TMUST-Mobile US, Inc. | Bought | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
UNHUnitedHealth Group Incorporated | Bought | $1K–$15K | Feb 13, 2024 | Aug 21, 2024190 days later · late |
APDChildAir Products and Chemicals, Inc. | Sold | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
APDChildAir Products and Chemicals, Inc. | Sold | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
ELVChildElevance Health, Inc. | Bought | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
FDSChildFactSet Research Systems Inc. | Bought | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
FDSChildFactSet Research Systems Inc. | Bought | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
KMBChildKimberly-Clark Corporation | Sold | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
KMBChildKimberly-Clark Corporation | Sold | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
NKEChildNike, Inc. | Sold | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
NKEChildNike, Inc. | Sold | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
SNAChildSnap-On Incorporated | Bought | $1K–$15K | Feb 1, 2024 | Aug 6, 2024187 days later · late |
APDAir Products and Chemicals, Inc. | Sold | $1K–$15K | Feb 1, 2024 | Aug 21, 2024202 days later · late |
ELVElevance Health, Inc. | Bought | $1K–$15K | Feb 1, 2024 | Aug 21, 2024202 days later · late |
FDSFactSet Research Systems Inc. | Bought | $1K–$15K | Feb 1, 2024 | Aug 21, 2024202 days later · late |
KMBKimberly-Clark Corporation | Sold | $1K–$15K | Feb 1, 2024 | Aug 21, 2024202 days later · late |
MDLZMondelez International, Inc. | Bought | $1K–$15K | Feb 1, 2024 | Aug 21, 2024202 days later · late |
NKENike, Inc. | Sold | $1K–$15K | Feb 1, 2024 | Aug 21, 2024202 days later · late |
SNASnap-On Incorporated | Bought | $1K–$15K | Feb 1, 2024 | Aug 21, 2024202 days later · late |
GOOGChildAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
GOOGChildAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
ADIChildAnalog Devices, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
BBYChildBest Buy Co., Inc. | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
DGChildDollar General Corporation | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
DGChildDollar General Corporation | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
LLYChildEli Lilly and Company | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
LLYChildEli Lilly and Company | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
HRLChildHormel Foods Corporation | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
HRLChildHormel Foods Corporation | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
JKHYChildJack Henry & Associates, Inc. | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
JKHYChildJack Henry & Associates, Inc. | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
MDTChildMedtronic plc. Ordinary Shares | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
MDTChildMedtronic plc. Ordinary Shares | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
MRKChildMerck & Company, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
MRKChildMerck & Company, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
METAChildMeta Platforms, Inc. Class A | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
METAChildMeta Platforms, Inc. Class A | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
PFEChildPfizer, Inc. | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
PFEChildPfizer, Inc. | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
ROPChildRoper Technologies, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
ROPChildRoper Technologies, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
SHWChildSherwin-Williams Company | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
SHWChildSherwin-Williams Company | Sold part | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
SYYChildSysco Corporation | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
SYYChildSysco Corporation | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
TMUSChildT-Mobile US, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
TMUSChildT-Mobile US, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
TSCOChildTractor Supply Company | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
DISChildWalt Disney Company | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
DISChildWalt Disney Company | Sold | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
WSTChildWest Pharmaceutical Services, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Jan 22, 202425 days later |
BROBrown & Brown, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
CATCaterpillar, Inc. | Sold | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
COSTCostco Wholesale Corporation | Bought | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
LLYEli Lilly and Company | Bought | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
HRLHormel Foods Corporation | Sold | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
JKHYJack Henry & Associates, Inc. | Sold | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
MCDMcDonald's Corporation | Bought | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
MDTMedtronic plc. Ordinary Shares | Sold | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
TMUST-Mobile US, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
WSTWest Pharmaceutical Services, Inc. | Bought | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
ZTSZoetis Inc. Class A | Bought | $1K–$15K | Dec 28, 2023 | Aug 21, 2024237 days later · late |
TMUST-Mobile US, Inc. | Bought | $1K–$15K | Dec 26, 2023 | Aug 21, 2024239 days later · late |
SBCFChildSeacoast Banking Corporation of Florida | Sold part | $15K–$50K | Dec 14, 2023 | Jan 22, 202439 days later |
SBCFChildSeacoast Banking Corporation of Florida | Sold part | $15K–$50K | Dec 14, 2023 | Jan 22, 202439 days later |
CMIChildCummins Inc. | Bought | $1K–$15K | Sep 27, 2023 | Oct 12, 202315 days later |
CMIChildCummins Inc. | Bought | $1K–$15K | Sep 27, 2023 | Oct 12, 202315 days later |
TGTChildTarget Corporation | Sold | $1K–$15K | Sep 27, 2023 | Oct 12, 202315 days later |
TGTChildTarget Corporation | Sold | $1K–$15K | Sep 27, 2023 | Oct 12, 202315 days later |
CMICummins Inc. | Bought | $1K–$15K | Sep 27, 2023 | Aug 21, 2024329 days later · late |
RTXRTX Corporation | Sold | $1K–$15K | Sep 27, 2023 | Aug 21, 2024329 days later · late |
TGTTarget Corporation | Sold | $1K–$15K | Sep 27, 2023 | Aug 21, 2024329 days later · late |
AAPLApple Inc. | Bought | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
ATOAtmos Energy Corporation | Bought | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
LLYEli Lilly and Company | Bought | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
LINLinde plc | Bought | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
MRKMerck & Company, Inc. | Bought | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
MSFTMicrosoft Corporation | Bought | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
NKENike, Inc. | Bought | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
PFEPfizer, Inc. | Sold | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
SYYSysco Corporation | Sold | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
TSCOTractor Supply Company | Bought | $1K–$15K | Sep 1, 2023 | Aug 21, 2024355 days later · late |
AOSA.O. Smith Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
ACNAccenture plc Class A Ordinary Shares | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
GOOGAlphabet Inc. Class C Capital Stock | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
AMGNAmgen Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
ADIAnalog Devices, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
ADPAutomatic Data Processing, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
BRK.BBerkshire Hathaway Inc. New | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
CVXChevron Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
CCitigroup, Inc. | Sold | $15K–$50K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
COSTCostco Wholesale Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
DGDollar General Corporation | Sold | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
XOMExxon Mobil Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
HDHome Depot, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
HRLHormel Foods Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
INTCIntel Corporation | Sold | $15K–$50K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
JNJJohnson & Johnson | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
LOWLowe's Companies, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
MAMastercard Incorporated | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
MCDMcDonald's Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
MDTMedtronic plc. Ordinary Shares | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
MRKMerck & Company, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
MSFTMicrosoft Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
NEENextEra Energy, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
PEPPepsico, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
PGProcter & Gamble Company | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
PEGPublic Service Enterprise Group Incorporated | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
RJFRaymond James Financial, Inc. | Sold | $100K–$250K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
ROPRoper Technologies, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
SPGIS&P Global Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
SOSouthern Company | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
SBUXStarbucks Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
STESTERIS plc | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
TGTTarget Corporation | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
TXNTexas Instruments Incorporated | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
UNHUnitedHealth Group Incorporated | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
VVisa Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
GWWW.W. Grainger, Inc. | Bought | $15K–$50K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
DISWalt Disney Company | Sold | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
WECWEC Energy Group, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
WSTWest Pharmaceutical Services, Inc. | Bought | $1K–$15K | Jul 14, 2023 | Aug 21, 2024404 days later · late |
ADIAnalog Devices, Inc. | Bought | $1K–$15K | Apr 14, 2023 | May 12, 202328 days later |
KMBKimberly-Clark Corporation | Sold part | $1K–$15K | Apr 14, 2023 | May 12, 202328 days later |
PEGPublic Service Enterprise Group Incorporated | Sold part | $1K–$15K | Apr 14, 2023 | May 12, 202328 days later |
ROPRoper Technologies, Inc. | Bought | $1K–$15K | Apr 14, 2023 | May 12, 202328 days later |
SHWSherwin-Williams Company | Sold | $1K–$15K | Apr 14, 2023 | May 12, 202328 days later |
ADIChildAnalog Devices, Inc. | Bought | $1K–$15K | Mar 27, 2023 | Apr 12, 202316 days later |
ADIAnalog Devices, Inc. | Bought | $1K–$15K | Mar 27, 2023 | Apr 12, 202316 days later |
ADIChildAnalog Devices, Inc. | Bought | $1K–$15K | Mar 27, 2023 | Apr 12, 202316 days later |
SBCFChildSeacoast Banking Corporation of Florida | Sold part | $15K–$50K | Mar 10, 2023 | Apr 12, 202333 days later |
SBCFChildSeacoast Banking Corporation of Florida | Sold part | $50K–$100K | Mar 10, 2023 | Apr 12, 202333 days later |
BBYBest Buy Co., Inc. | Sold | $1K–$15K | Feb 24, 2023 | Mar 10, 202314 days later |
MRKMerck & Company, Inc. | Bought | $1K–$15K | Feb 24, 2023 | Mar 10, 202314 days later |
NEENextEra Energy, Inc. | Bought | $1K–$15K | Feb 24, 2023 | Mar 10, 202314 days later |
PEPPepsico, Inc. | Bought | $1K–$15K | Feb 24, 2023 | Mar 10, 202314 days later |
PFEPfizer, Inc. | Sold part | $1K–$15K | Feb 24, 2023 | Mar 10, 202314 days later |
PEGPublic Service Enterprise Group Incorporated | Bought | $1K–$15K | Feb 24, 2023 | Mar 10, 202314 days later |
SPGIS&P Global Inc. | Bought | $1K–$15K | Feb 24, 2023 | Mar 10, 202314 days later |
BROChildBrown & Brown, Inc. | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
CBChildChubb Limited | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
COSTChildCostco Wholesale Corporation | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
DGChildDollar General Corporation | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
HRLChildHormel Foods Corporation | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
ITWChildIllinois Tool Works Inc. | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
PNCChildPNC Financial Services Group, Inc. | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
PNCChildPNC Financial Services Group, Inc. | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
SPGIChildS&P Global Inc. | Bought | $1K–$15K | Feb 21, 2023 | Mar 10, 202317 days later |
INTCChildIntel Corporation | Sold | $1K–$15K | Feb 13, 2023 | Mar 10, 202325 days later |
INTCIntel Corporation | Sold | $1K–$15K | Feb 13, 2023 | Mar 10, 202325 days later |
INTCChildIntel Corporation | Sold | $1K–$15K | Feb 13, 2023 | Mar 10, 202325 days later |
Jared Moskowitz's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Technology | 25% |
| Other | 18% |
| Consumer Discretionary | 17% |
| Health Care | 9.6% |
| Financials | 9.5% |
| Industrials | 9.1% |
| Utilities | 3.7% |
| Consumer Staples | 2.8% |
| Communication Services | 2.7% |
| Materials | 2.1% |
Portfolio performance: Jared Moskowitz 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 Mar 10, 2023.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +70.0% | +16.0% |
| S&P 500 | +111.2% | +23.2% |
| Nasdaq-100 | +168.2% | +31.8% |
Jared Moskowitz's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
SHWSherwin-Williams Company | 7 | 6 |
AVGOBroadcom Inc. | 9 | 3 |
GSGoldman Sachs Group, Inc. | 7 | 3 |
NVDANVIDIA Corporation | 10 | 0 |
TSCOTractor Supply Company | 6 | 3 |
MRKMerck & Company, Inc. | 6 | 3 |
ELVElevance Health, Inc. | 6 | 3 |
ADIAnalog Devices, Inc. | 8 | 0 |
ORCLOracle Corporation | 5 | 3 |
ROPRoper Technologies, Inc. | 5 | 3 |
AMZNAmazon.com, Inc. | 8 | 0 |
PEPPepsico, Inc. | 5 | 3 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.