John Boozman: Stock Portfolio, Performance and Latest Trades
U.S. Senator, AR
R Republican
Trades disclosed483
Bought / sold253 / 230
Est. volume$4.7M
Typical delay27 days
John Boozman's estimated portfolio today
Share of the estimated portfolio, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
GOOGLAlphabet Inc. | 7.00% | $205.79 | +70.3% | $350.50 |
MSFTMicrosoft Corp | 6.06% | $396.11 | +33.7% | $529.76 |
IEFiShares 7-10 Year Treasury Bond ETF | 4.84% | $92.82 | −4.0% | $89.11 |
XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF | 4.57% | $48.01 | −2.8% | $46.65 |
NVDANvidia Corp | 4.51% | $143.12 | +65.9% | $237.47 |
RNWGXNew World Fund Inc. Cl R-6 | 4.32% | $86.07 | +25.9% | $108.34 |
SPYMState Street SPDR Portfolio S&P 500 ETF | 4.06% | $83.33 | +9.8% | $91.46 |
METAMeta Platforms Inc | 3.81% | $601.20 | +20.0% | $721.31 |
AVGOBroadcom Inc. | 3.64% | $187.64 | +101% | $376.51 |
TLHiShares 10-20 Year Treasury Bond ETF | 3.05% | $95.15 | −3.9% | $91.45 |
GIGBGoldman Sachs Access Investment Grade Corporate Bo | 2.71% | $44.28 | −1.8% | $43.47 |
AMZNAmazon.com Inc | 2.68% | $219.94 | +18.2% | $259.92 |
SCZiShares MSCI EAFE Small-Cap ETF | 2.67% | $57.75 | +44.8% | $83.62 |
FTGCFirst Trust Global Tactical Commodity Strategy Fun | 2.63% | $21.07 | +46.5% | $30.87 |
XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF | 2.29% | $48.38 | −0.1% | $48.32 |
TBLLInvesco Short Term Treasury ETF | 2.02% | $99.48 | +6.2% | $105.67 |
JMBSJanus Henderson Mortgage-Backed Securities ETF | 1.97% | $41.70 | +1.2% | $42.20 |
SCHPSchwab U.S. TIPS ETF | 1.84% | $25.21 | −0.3% | $25.13 |
PYPLPaypal Holdings | 1.75% | $56.80 | −3.2% | $54.95 |
AMDAdvanced Micro Devices, Inc. | 1.70% | $172.40 | +275% | $645.86 |
ETNEaton Corp | 1.64% | $358.32 | +20.4% | $431.33 |
ANETArista Networks Inc | 1.48% | $132.31 | +63.1% | $215.83 |
CMBSiShares CMBS Bond ETF | 1.38% | $47.48 | −0.4% | $47.30 |
RTXRaytheon Technologies Corp | 1.22% | $133.89 | +34.6% | $180.26 |
VEAVanguard FTSE Developed Markets ETF | 1.20% | $52.95 | +32.7% | $70.26 |
AAPLApple Inc | 1.16% | $264.13 | +27.5% | $336.67 |
CVXChevron Corporation | 1.11% | $167.74 | +22.3% | $205.15 |
NTAPNetApp, Inc. | 1.09% | $98.23 | +140% | $235.77 |
ELEstee Lauder Companies, Inc. (The) | 1.03% | $83.43 | +13.2% | $94.45 |
MBBiShares MBS ETF | 0.99% | $90.26 | −1.2% | $89.22 |
MAMastercard Incorporated | 0.97% | $531.25 | +7.3% | $570.06 |
IJRiShares Core S&P Small-Cap ETF | 0.93% | $133.57 | +2.6% | $137.08 |
AXPAmerican Express Company | 0.91% | $302.80 | +0.5% | $304.25 |
ORCLOracle Corp | 0.79% | $128.03 | +12.1% | $143.56 |
EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In | 0.72% | $18.83 | +16.1% | $21.86 |
APTVAptiv PLC Ordinary Shares | 0.67% | $59.86 | −26.1% | $44.22 |
PLTRPalantir Technologies Inc. | 0.66% | $133.99 | +44.9% | $194.12 |
XOMExxon Mobil Corp | 0.62% | $120.49 | +36.1% | $164.05 |
DALCXDean Mid Cap Value Fund No-Load | 0.60% | $22.19 | +32.6% | $29.43 |
LLYEli Lilly and Company | 0.60% | $666.30 | +78.4% | $1,188.72 |
IGViShares Expanded Tech-Software Sector ETF | 0.59% | $84.76 | +29.6% | $109.84 |
CATCaterpillar Inc | 0.56% | $662.75 | +22.8% | $813.83 |
CVSCVS Corp | 0.54% | $73.34 | +19.9% | $87.95 |
ARESAres Management Corporation Class A | 0.53% | $98.35 | +17.7% | $115.75 |
DXCMDexcom Inc | 0.52% | $73.34 | +14.9% | $84.30 |
VVisa Inc | 0.52% | $325.79 | +14.2% | $372.10 |
GEGeneral Electric Company | 0.51% | $269.71 | +12.6% | $303.62 |
VWOVanguard FTSE Emerging Markets ETF | 0.51% | $53.37 | +12.1% | $59.85 |
WMTWalmart Inc | 0.51% | $96.94 | +11.6% | $108.16 |
AGZiShares Agency Bond ETF | 0.48% | $107.23 | −1.0% | $106.18 |
MSIMotorola Solutions, Inc. | 0.47% | $400.66 | +11.9% | $448.33 |
DVNDevon Energy Corporation | 0.46% | $47.24 | +1.4% | $47.88 |
GBILGoldman Sachs Access Treasury 0-1 Year ETF | 0.46% | $98.94 | +1.0% | $99.92 |
COSTCostco Wholesale | 0.46% | $937.42 | +0.5% | $942.25 |
EMBiShares J.P. Morgan USD Emerging Markets Bond ETF | 0.44% | $93.33 | −2.7% | $90.78 |
UNHUnitedhealth Group Inc | 0.44% | $391.81 | −4.0% | $375.98 |
AVUVAvantis U.S. Small Cap Value ETF | 0.43% | $126.06 | −5.5% | $119.13 |
PALLabrdn Physical Palladium Shares ETF | 0.43% | $21.52 | −5.7% | $20.30 |
DISWalt Disney Company | 0.42% | $113.30 | −7.5% | $104.75 |
OTISOtis Worldwide Corporation | 0.42% | $71.48 | −8.0% | $65.74 |
UBERUber Technologies, Inc. | 0.42% | $74.77 | −8.5% | $68.45 |
KRKroger Company (The) | 0.40% | $66.37 | −10.7% | $59.25 |
WFCWells Fargo & Company | 0.40% | $91.09 | −11.9% | $80.26 |
FSLRFirst Solar, Inc. | 0.37% | $223.69 | −19.5% | $180.13 |
NFLXNetflix Inc | 0.35% | $90.53 | −23.0% | $69.70 |
ALBAlbemarle Corporation | 0.26% | $179.32 | −42.7% | $102.75 |
NRGNRG Energy, Inc. | 0.19% | $98.55 | +10.2% | $108.61 |
MDYSPDR MidCap Trust Series I | 0.05% | $575.98 | +15.3% | $663.94 |
CEGConstellation Energy Corporation | 0.01% | $271.98 | +10.2% | $299.59 |
John Boozman's buys and sells
Aug 29, 2023 to Aug 27, 2026, 52 disclosed after the 45-day deadline.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
IVVJointiShares Core S&P 500 ETF | Sold part | $1K–$15K | Aug 27, 2026 | Sep 11, 202615 days later |
OTISJointOtis Worldwide Corporation | Bought | $1K–$15K | Aug 27, 2026 | Sep 11, 202615 days later |
JNJJointJohnson & Johnson | Sold part | $1K–$15K | Aug 20, 2026 | Sep 11, 202622 days later |
SPYMJointTradr 2X Long SPY Monthly ETF | Bought | $1K–$15K | Aug 20, 2026 | Sep 11, 202622 days later |
WWSYXJointWestwood Quality SmallCap Fund Westwood Quality SmallCap Fu… | Sold | $15K–$50K | Aug 19, 2026 | Sep 11, 202623 days later |
IJRJointiShares Core S&P Small-Cap ETF | Bought | $1K–$15K | Aug 19, 2026 | Sep 11, 202623 days later |
AVUVJointAvantis U.S. Small Cap Value ETF | Bought | $1K–$15K | Aug 19, 2026 | Sep 11, 202623 days later |
CEGJointConstellation Energy Corporation | Sold part | $1K–$15K | Aug 13, 2026 | Sep 11, 202629 days later |
FSLRJointFirst Solar, Inc. | Bought | $1K–$15K | Aug 13, 2026 | Sep 11, 202629 days later |
CBOEJointCboe Global Markets, Inc. | Sold | $1K–$15K | Jul 31, 2026 | Aug 17, 202617 days later |
PYPLJointPayPal Holdings, Inc. | Bought | $1K–$15K | Jul 30, 2026 | Aug 17, 202618 days later |
PYPLJointPayPal Holdings, Inc. | Bought | $1K–$15K | Jul 30, 2026 | Aug 17, 202618 days later |
JPMJointJP Morgan Chase & Co. | Sold part | $1K–$15K | Jul 23, 2026 | Aug 17, 202625 days later |
SPYMJointTradr 2X Long SPY Monthly ETF | Bought | $1K–$15K | Jul 23, 2026 | Aug 17, 202625 days later |
SPYMJointTradr 2X Long SPY Monthly ETF | Bought | $1K–$15K | Jul 23, 2026 | Aug 17, 202625 days later |
HDJointHome Depot, Inc. (The) | Sold | $1K–$15K | Jul 9, 2026 | Aug 17, 202639 days later |
APTVJointAptiv PLC Ordinary Shares | Bought | $1K–$15K | Jul 9, 2026 | Aug 17, 202639 days later |
APTVJointAptiv PLC Ordinary Shares | Bought | $1K–$15K | Jul 9, 2026 | Aug 17, 202639 days later |
TRVJointThe Travelers Companies, Inc. | Sold | $1K–$15K | Jul 2, 2026 | Aug 17, 202646 days later · late |
ELJointEstee Lauder Companies, Inc. (The) | Bought | $1K–$15K | Jul 2, 2026 | Aug 17, 202646 days later · late |
CVXJointChevron Corporation | Bought | $1K–$15K | Jul 2, 2026 | Aug 17, 202646 days later · late |
SPYMJointTradr 2X Long SPY Monthly ETF | Bought | $1K–$15K | Jul 2, 2026 | Aug 17, 202646 days later · late |
ELJointEstee Lauder Companies, Inc. (The) | Bought | $1K–$15K | Jul 2, 2026 | Aug 17, 202646 days later · late |
CVXJointChevron Corporation | Bought | $1K–$15K | Jul 2, 2026 | Aug 17, 202646 days later · late |
SPYM - Tradr 2X Long SPY Monthly ETFJoint | Bought | $1K–$15K | Jul 2, 2026 | Aug 17, 202646 days later · late |
TPYPJointTortoise North American Pipeline Fund | Sold part | $1K–$15K | Jun 25, 2026 | Jul 13, 202618 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fund | Sold part | $1K–$15K | Jun 25, 2026 | Jul 13, 202618 days later |
IGVJointiShares Expanded Tech-Software Sector ETF | Bought | $1K–$15K | Jun 25, 2026 | Jul 13, 202618 days later |
PALLJointabrdn Physical Palladium Shares ETF | Bought | $1K–$15K | Jun 25, 2026 | Jul 13, 202618 days later |
IEFJointiShares 7-10 Year Treasury Bond ETF | Sold part | $1K–$15K | Jun 17, 2026 | Jul 13, 202626 days later |
SCHP - Schwab U.S. TIPS ETFJoint | Bought | $1K–$15K | Jun 17, 2026 | Jul 13, 202626 days later |
ATOJointAtmos Energy Corporation | Sold | $1K–$15K | Jun 12, 2026 | Jul 13, 202631 days later |
CEG - Constellation Energy Corporation - Common Stock When-IssuedJoint | Bought | $1K–$15K | Jun 12, 2026 | Jul 13, 202631 days later |
BSXJointBoston Scientific Corporation | Sold part | $1K–$15K | Jun 4, 2026 | Jul 13, 202639 days later |
UNHJointUnitedHealth Group Incorporated | Bought | $1K–$15K | Jun 4, 2026 | Jul 13, 202639 days later |
VEAJointVanguard Developed Markets Index Fund ETF Shares | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
VNQIJointVanguard Global ex-U.S. Real Estate Index Fund ETF Shares | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
LITPJointSprott Lithium Miners ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
IVVJointiShares Core S&P 500 ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
RNWGXJointNEW WORLD FUND INC Class R-6 | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
SPYMJointTradr 2X Long SPY Monthly ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
IWMJointiShares Russell 2000 ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
EFAJointiShares MSCI EAFE ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
GEMJointGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fund | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
EIPIJointFT Energy Income Partners Enhanced Income ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
VEAJointVanguard Developed Markets Index Fund ETF Shares | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
VNQIJointVanguard Global ex-U.S. Real Estate Index Fund ETF Shares | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
LITPJointSprott Lithium Miners ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
IVVJointiShares Core S&P 500 ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
RNWGXJointNEW WORLD FUND INC Class R-6 | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
SPYM - Tradr 2X Long SPY Monthly ETFJoint | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
IWMJointiShares Russell 2000 ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
EFAJointiShares MSCI EAFE ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
GEMJointGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
FTGC - First Trust Global Tactical Commodity Strategy FundJoint | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
EIPIJointFT Energy Income Partners Enhanced Income ETF | Sold part | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
SCHPJointSchwab U.S. TIPS ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
IEFJointiShares 7-10 Year Treasury Bond ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
TLHJointiShares 10-20 Year Treasury Bond ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
CMBSJointiShares CMBS ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
MBBJointiShares MBS ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
AGZJointiShares Agency Bond ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
GBILJointGoldman Sachs Access Treasury 0-1 Year ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bond ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
XFIVJointBondBloxx Bloomberg Five Year Target Duration US Treasury E… | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
XTWOJointBondBloxx Bloomberg Two Year Target Duration US Treasury ETF | Bought | $1K–$15K | May 27, 2026 | Jun 16, 202620 days later |
ECLJointEcolab Inc. | Sold part | $1K–$15K | May 15, 2026 | Jun 16, 202632 days later |
ACNJointAccenture plc Class A Ordinary Shares (Ireland) | Sold part | $1K–$15K | May 15, 2026 | Jun 16, 202632 days later |
ECLJointEcolab Inc. | Sold part | $1K–$15K | May 15, 2026 | Jun 16, 202632 days later |
ACN - Accenture plc Class A Ordinary Shares (Ireland)Joint | Sold part | $1K–$15K | May 15, 2026 | Jun 16, 202632 days later |
PLTRJointPalantir Technologies Inc. | Bought | $1K–$15K | May 15, 2026 | Jun 16, 202632 days later |
ALBJointAlbemarle Corporation | Bought | $1K–$15K | May 15, 2026 | Jun 16, 202632 days later |
SCHPJointSchwab U.S. TIPS ETF | Sold part | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Sold part | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
CMBSJointiShares CMBS ETF | Sold part | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
IEIJointiShares 3-7 Year Treasury Bond ETF | Sold | $50K–$100K | May 13, 2026 | Jun 16, 202634 days later |
MBBJointiShares MBS ETF | Sold part | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
SCHPJointSchwab U.S. TIPS ETF | Sold part | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Sold part | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
CMBSJointiShares CMBS ETF | Sold part | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
IEIJointiShares 3-7 Year Treasury Bond ETF | Sold | $50K–$100K | May 13, 2026 | Jun 16, 202634 days later |
MBBJointiShares MBS ETF | Sold part | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bond ETF | Bought | $1K–$15K | May 13, 2026 | Jun 16, 202634 days later |
XFIVJointBondBloxx Bloomberg Five Year Target Duration US Treasury E… | Bought | $50K–$100K | May 13, 2026 | Jun 16, 202634 days later |
DVNJointDevon Energy Corporation | Bought | $1K–$15K | Apr 9, 2026 | May 8, 202629 days later |
TBLLJointInvesco Short Term Treasury ETF | Sold part | $1K–$15K | Apr 2, 2026 | May 8, 202636 days later |
CEGJointConstellation Energy Corporation | Bought | $1K–$15K | Apr 2, 2026 | May 8, 202636 days later |
TPYPJointTortoise North American Pipeline Fund | Sold part | $1K–$15K | Mar 20, 2026 | Apr 14, 202625 days later |
SPYMJointTradr 2X Long SPY Monthly ETF | Bought | $1K–$15K | Mar 20, 2026 | Apr 14, 202625 days later |
JNJJointJohnson & Johnson | Sold part | $1K–$15K | Mar 19, 2026 | Apr 14, 202626 days later |
BBEUJointJPMorgan BetaBuilders Europe ETF | Sold | $15K–$50K | Mar 19, 2026 | Apr 14, 202626 days later |
VEAJointVanguard Developed Markets Index Fund ETF Shares | Bought | $1K–$15K | Mar 19, 2026 | Apr 14, 202626 days later |
NVDAJointNVIDIA Corporation | Bought | $1K–$15K | Mar 19, 2026 | Apr 14, 202626 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fund | Bought | $1K–$15K | Mar 19, 2026 | Apr 14, 202626 days later |
ARESJointAres Management Corporation Class A | Bought | $1K–$15K | Mar 13, 2026 | Apr 14, 202632 days later |
MSFTJointMicrosoft Corporation | Bought | $1K–$15K | Mar 5, 2026 | Apr 14, 202640 days later |
AMATJointApplied Materials, Inc. | Sold part | $1K–$15K | Feb 27, 2026 | Mar 6, 20267 days later |
NTAPJointNetApp, Inc. | Bought | $1K–$15K | Feb 27, 2026 | Mar 6, 20267 days later |
PGJointProcter & Gamble Company (The) | Sold part | $1K–$15K | Feb 26, 2026 | Mar 6, 20268 days later |
KRJointKroger Company (The) | Bought | $1K–$15K | Feb 26, 2026 | Mar 6, 20268 days later |
UNPJointUnion Pacific Corporation | Sold part | $1K–$15K | Feb 19, 2026 | Mar 6, 202615 days later |
ADBEJointAdobe Inc. | Sold | $1K–$15K | Feb 13, 2026 | Mar 6, 202621 days later |
MSFTJointMicrosoft Corporation | Bought | $1K–$15K | Feb 13, 2026 | Mar 6, 202621 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Sold part | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
SHYJointiShares 1-3 Year Treasury Bond ETF | Sold | $15K–$50K | Feb 6, 2026 | Mar 6, 202628 days later |
MBBJointiShares MBS ETF | Sold part | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
AGZJointiShares Agency Bond ETF | Sold part | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
DBLEXJointDoubleLine Emerging Markets Fixed Income Fund Class I | Sold | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
UBERJointUber Technologies, Inc. | Bought | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
IEFJointiShares 7-10 Year Treasury Bond ETF | Bought | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
TLHJointiShares 10-20 Year Treasury Bond ETF | Bought | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
EMBJointiShares J.P. Morgan USD Emerging Markets Bond ETF | Bought | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
CMBSJointiShares CMBS ETF | Bought | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bond ETF | Bought | $1K–$15K | Feb 6, 2026 | Mar 6, 202628 days later |
XTWOJointBondBloxx Bloomberg Two Year Target Duration US Treasury ETF | Bought | $15K–$50K | Feb 6, 2026 | Mar 6, 202628 days later |
UNPJointUnion Pacific Corp | Sold part | $1K–$15K | Jan 29, 2026 | Feb 15, 202617 days later |
OMCJointOmnicom Group Inc | Sold | $1K–$15K | Jan 29, 2026 | Feb 15, 202617 days later |
IVWJointiShares S&P 500 Growth ETF | Sold | $1K–$15K | Jan 29, 2026 | Feb 15, 202617 days later |
FISVJointFiserv Inc | Sold | $1K–$15K | Jan 29, 2026 | Feb 15, 202617 days later |
PYPLJointPaypal Holdings | Bought | $1K–$15K | Jan 29, 2026 | Feb 15, 202617 days later |
ETNJointEaton Corp | Bought | $1K–$15K | Jan 29, 2026 | Feb 15, 202617 days later |
CVSJointCVS Corp | Bought | $1K–$15K | Jan 29, 2026 | Feb 15, 202617 days later |
CATJointCaterpillar Inc | Bought | $1K–$15K | Jan 29, 2026 | Feb 15, 202617 days later |
MUJointMicron Technology | Sold part | $1K–$15K | Jan 26, 2026 | Feb 15, 202620 days later |
DXCMJointDexcom Inc | Bought | $1K–$15K | Jan 26, 2026 | Feb 15, 202620 days later |
SPYMJoint | Sold part | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
MDYJointSPDR S&P MidCap 400 ETF Trust | Sold part | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
IWMJointiShares Russell 2000 ETF | Sold part | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
SLVJointiShares Silver Trust | Sold | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
PPLTJointabrdn Physical Platinum Shares ETF | Sold | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
PALLJointabrdn Physical Palladium Shares ETF | Sold | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
VNQIJointVanguard Global ex-U.S. Real Estate ETF | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
TPYPJointTortoise Capital Series Trust Tortoise North Ameri | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
LITPJointSprott Lithium Miners ETF | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
RNWGXJointNew World Fund Inc. Cl R-6 | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
IVVJointiShares Core S&P 500 ETF | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
CMBSJointiShares CMBS Bond ETF | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
MBBJointiShares MBS ETF | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
TBLLJointInvesco Short Term Treasury ETF | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bo | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
GEMJointGoldman Sachs ActiveBeta Emerging Markets Equity E | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fun | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
EIPIJointFirst Trust Exchange-Traded Fund VIII FT Energy In | Bought | $1K–$15K | Jan 23, 2026 | Feb 15, 202623 days later |
OMCJointOmnicom Group Inc | Sold part | $1K–$15K | Jan 15, 2026 | Feb 15, 202631 days later |
VJointVisa Inc | Bought | $1K–$15K | Jan 15, 2026 | Feb 15, 202631 days later |
AAPLJointApple Inc | Bought | $1K–$15K | Jan 15, 2026 | Feb 15, 202631 days later |
MUJointMicron Technology | Sold part | $1K–$15K | Jan 8, 2026 | Feb 15, 202638 days later |
LRCXJointLam Research Corp | Sold part | $1K–$15K | Jan 8, 2026 | Feb 15, 202638 days later |
NFLXJointNetflix Inc | Bought | $1K–$15K | Jan 8, 2026 | Feb 15, 202638 days later |
XOMJointExxon Mobil Corp | Bought | $1K–$15K | Jan 8, 2026 | Feb 15, 202638 days later |
DISJointWalt Disney Company | Bought | $1K–$15K | Jan 8, 2026 | Feb 15, 202638 days later |
SMCIJointSuper Micro Computer, Inc. | Sold | $1K–$15K | Dec 31, 2025 | Jan 13, 202613 days later |
IVWJointiShares S&P 500 Growth ETF | Bought | $1K–$15K | Dec 31, 2025 | Jan 13, 202613 days later |
KREJointSPDR S&P Regional Banking ETF | Sold | $1K–$15K | Dec 26, 2025 | Jan 13, 202618 days later |
IJRJointiShares Core S&P Small-Cap ETF | Bought | $1K–$15K | Dec 26, 2025 | Jan 13, 202618 days later |
SLVJointiShares Silver Trust | Sold part | $1K–$15K | Dec 24, 2025 | Jan 13, 202620 days later |
PPLTJointabrdn Physical Platinum Shares ETF | Sold part | $1K–$15K | Dec 24, 2025 | Jan 13, 202620 days later |
PALLJointabrdn Physical Palladium Shares ETF | Sold part | $1K–$15K | Dec 24, 2025 | Jan 13, 202620 days later |
SPYMJointState Street SPDR Portfolio S&P 500 ETF | Bought | $15K–$50K | Dec 24, 2025 | Jan 13, 202620 days later |
MSIJointMotorola Solutions, Inc. | Sold part | $1K–$15K | Dec 17, 2025 | Jan 13, 202627 days later |
BSXJointBoston Scientific Corp | Sold part | $1K–$15K | Dec 17, 2025 | Jan 13, 202627 days later |
WFCJointWells Fargo & Company | Bought | $1K–$15K | Dec 17, 2025 | Jan 13, 202627 days later |
MSFTJointMicrosoft Corp | Bought | $1K–$15K | Dec 17, 2025 | Jan 13, 202627 days later |
AAPLJointApple Inc | Bought | $1K–$15K | Dec 17, 2025 | Jan 13, 202627 days later |
TBLLJointInvesco Short Term Treasury ETF | Sold part | $1K–$15K | Dec 11, 2025 | Jan 13, 202633 days later |
SMCIJointSuper Micro Computer | Bought | $1K–$15K | Dec 11, 2025 | Jan 13, 202633 days later |
ANETJointArista Networks, Inc. | Bought | $1K–$15K | Dec 11, 2025 | Jan 13, 202633 days later |
VEAJointVanguard FTSE Developed Markets ETF | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
VNQIJointVanguard Global ex-U.S. Real Estate ETF | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
TPYPJointTortoise North Amer Pipeline Fund | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
LLYJointEli Lilly and Company | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
IVVJointiShares Core S&P 500 ETF | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
IWMJointiShares Russell 2000 ETF | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
FISVJointFiserv Inc | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fun | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
EIPIJointFirst Trust Exchange-Traded Fund VIII FT Energy In | Sold part | $1K–$15K | Nov 21, 2025 | Aug 24, 2026276 days later · late |
VEAJointVanguard FTSE Developed Markets ETF | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
VNQIJointVanguard Global ex-U.S. Real Estate ETF | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
TPYPJointTortoise North Amer Pipeline Fund | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
LLYJointEli Lilly and Company | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
IVVJointiShares Core S&P 500 ETF | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
IWMJointiShares Russell 2000 ETF | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
FISVJointFiserv Inc | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fun | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
EIPIJointFirst Trust Exchange-Traded Fund VIII FT Energy In | Sold part | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
MDYJointS&P Midcap 400 SPDR | Bought | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
PYPLJointPaypal Holdings | Bought | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Bought | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
CMBSJointiShares CMBS Bond ETF | Bought | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
MBBJointiShares MBS ETF | Bought | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bo | Bought | $1K–$15K | Nov 21, 2025 | Dec 8, 202517 days later |
RNWGXJointNEW WORLD FUND INC Class R-6 | Sold part | $1K–$15K | Nov 20, 2025 | Aug 24, 2026277 days later · late |
EFAJointiShares MSCI EAFE ETF | Sold part | $1K–$15K | Nov 20, 2025 | Aug 24, 2026277 days later · late |
GEMJointGoldman Sachs ActiveBeta Emerging Markets Equity E | Sold part | $1K–$15K | Nov 20, 2025 | Aug 24, 2026277 days later · late |
RNWAXJointAmerican Funds New World Fund Inc Class R-1 Sh | Sold part | $1K–$15K | Nov 20, 2025 | Dec 8, 202518 days later |
EFAJointiShares MSCI EAFE ETF | Sold part | $1K–$15K | Nov 20, 2025 | Dec 8, 202518 days later |
GEMJointGoldman Sachs ActiveBeta Emerging Markets Equity E | Sold part | $1K–$15K | Nov 20, 2025 | Dec 8, 202518 days later |
WWSYXJointWestwood Smallcap Fund Class Y | Bought | $1K–$15K | Nov 20, 2025 | Dec 8, 202518 days later |
CRMJointSalesforce Inc | Sold | $1K–$15K | Nov 13, 2025 | Aug 24, 2026284 days later · late |
CRMJointSalesforce Inc | Sold | $1K–$15K | Nov 13, 2025 | Dec 8, 202525 days later |
METAJoint | Bought | $1K–$15K | Nov 13, 2025 | Dec 8, 202525 days later |
ANETJointArista Networks Inc | Bought | $1K–$15K | Nov 13, 2025 | Dec 8, 202525 days later |
AMZNJointAmazon.com Inc | Bought | $1K–$15K | Nov 13, 2025 | Dec 8, 202525 days later |
AAXJJointiShares MSCI All Country Asia ex Japan ETF | Sold | $1K–$15K | Nov 6, 2025 | Aug 24, 2026291 days later · late |
AAXJJointiShares MSCI All Country Asia ex Japan ETF | Sold | $1K–$15K | Nov 6, 2025 | Dec 8, 202532 days later |
VEAJointVanguard FTSE Developed Markets ETF | Bought | $1K–$15K | Nov 6, 2025 | Dec 8, 202532 days later |
VWOJointVanguard FTSE Emerging Markets ETF | Bought | $1K–$15K | Nov 6, 2025 | Dec 8, 202532 days later |
TPYPJointTortoise North American Pipeline ETF | Sold part | $1K–$15K | Nov 3, 2025 | Nov 15, 202512 days later |
OMCJointOmnicom Group Inc | Sold part | $1K–$15K | Oct 31, 2025 | Nov 15, 202515 days later |
METAJointMeta Platforms Inc | Bought | $1K–$15K | Oct 31, 2025 | Nov 15, 202515 days later |
COLPALJointCOLGATE PALMOLIVE LTD. | Sold | $1K–$15K | Oct 9, 2025 | Nov 15, 202537 days later |
COSTJointCostco Wholesale | Bought | $1K–$15K | Oct 9, 2025 | Nov 15, 202537 days later |
URNMJointSprott Uranium Miners ETF | Sold | $1K–$15K | Oct 3, 2025 | Nov 15, 202543 days later |
LITPJointSprott Lithium Miners ETF | Sold part | $1K–$15K | Oct 3, 2025 | Nov 15, 202543 days later |
SLVJointiShares Silver Trust | Sold part | $1K–$15K | Oct 3, 2025 | Nov 15, 202543 days later |
EMLPJointFirst Trust North American Energy Infrastructure F | Sold | $15K–$50K | Oct 3, 2025 | Nov 15, 202543 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fun | Bought | $1K–$15K | Oct 3, 2025 | Nov 15, 202543 days later |
EIPIJointFirst Trust Exchange-Traded Fund VIII FT Energy In | Bought | $15K–$50K | Oct 3, 2025 | Nov 15, 202543 days later |
IQVJointIqvia Holdings Inc | Sold part | $1K–$15K | Oct 2, 2025 | Nov 15, 202544 days later |
GOOGLJointAlphabet Cl A | Bought | $1K–$15K | Sep 17, 2025 | May 11, 2026236 days later · late |
MUJointMicron Technology | Sold part | $1K–$15K | Sep 17, 2025 | Oct 10, 202523 days later |
GOOGLJointAlphabet Cl A | Bought | $15K–$50K | Sep 17, 2025 | Oct 10, 202523 days later |
SCHPJointSchwab U.S. TIPS ETF | Bought | $1K–$15K | Sep 16, 2025 | May 11, 2026237 days later · late |
IEFJointiShares 7-10 Year Treasury Bond ETF | Bought | $15K–$50K | Sep 16, 2025 | May 11, 2026237 days later · late |
SHYJointiShares 1-3 Year Treasury Bond ETF | Bought | $1K–$15K | Sep 16, 2025 | May 11, 2026237 days later · late |
IEIJointiShares 3-7 Year Treasury Bond ETF | Bought | $15K–$50K | Sep 16, 2025 | May 11, 2026237 days later · late |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Sold part | $1K–$15K | Sep 16, 2025 | Oct 10, 202524 days later |
CMBSJointiShares CMBS Bond ETF | Sold part | $1K–$15K | Sep 16, 2025 | Oct 10, 202524 days later |
TLTJointiShares 20+ Year Treasury Bond ETF | Sold part | $15K–$50K | Sep 16, 2025 | Oct 10, 202524 days later |
MBBJointiShares MBS ETF | Sold part | $1K–$15K | Sep 16, 2025 | Oct 10, 202524 days later |
AGZJointiShares Agency Bond ETF | Sold part | $1K–$15K | Sep 16, 2025 | Oct 10, 202524 days later |
GBILJointGoldman Sachs Access Treasury 0-1 Year ETF | Sold part | $1K–$15K | Sep 16, 2025 | Oct 10, 202524 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bo | Sold part | $1K–$15K | Sep 16, 2025 | Oct 10, 202524 days later |
SCHPJointSchwab U.S. TIPS ETF | Bought | $1K–$15K | Sep 16, 2025 | Oct 10, 202524 days later |
IEFJointiShares 7-10 Year Treasury Bond ETF | Bought | $15K–$50K | Sep 16, 2025 | Oct 10, 202524 days later |
SHYJointiShares 1-3 Year Treasury Bond ETF | Bought | $1K–$15K | Sep 16, 2025 | Oct 10, 202524 days later |
IEIJointiShares 3-7 Year Treasury Bond ETF | Bought | $15K–$50K | Sep 16, 2025 | Oct 10, 202524 days later |
ETNJointEaton Corp | Bought | $1K–$15K | Sep 12, 2025 | May 11, 2026241 days later · late |
ORCLJointOracle Corp | Sold part | $1K–$15K | Sep 12, 2025 | Oct 10, 202528 days later |
ETNJointEaton Corp | Bought | $1K–$15K | Sep 12, 2025 | Oct 10, 202528 days later |
ADBEJointAdobe Systems Inc | Bought | $1K–$15K | Sep 4, 2025 | May 11, 2026249 days later · late |
ADBEJointAdobe Systems Inc | Bought | $1K–$15K | Sep 4, 2025 | Oct 10, 202536 days later |
MUJointMicron Technology | Sold part | $1K–$15K | Aug 22, 2025 | Sep 12, 202521 days later |
ABBVJointAbbvie Inc | Sold part | $1K–$15K | Aug 22, 2025 | Sep 12, 202521 days later |
NVDAJointNvidia Corp | Bought | $1K–$15K | Aug 22, 2025 | Sep 12, 202521 days later |
LLYJointEli Lilly and Company | Bought | $1K–$15K | Aug 22, 2025 | Sep 12, 202521 days later |
EMRZXJointEmerging Markets Fund Class Z | Sold | $15K–$50K | Aug 14, 2025 | Sep 12, 202529 days later |
RNWGXJointNew World Fund Inc. Cl R-6 | Bought | $15K–$50K | Aug 14, 2025 | Sep 12, 202529 days later |
ABBVJointAbbvie Inc | Sold part | $1K–$15K | Aug 11, 2025 | Sep 12, 202532 days later |
LLYJointEli Lilly and Company | Bought | $1K–$15K | Aug 11, 2025 | Sep 12, 202532 days later |
EMRZXJointEmerging Markets Fund Class Z | Sold part | $15K–$50K | Aug 7, 2025 | Sep 12, 202536 days later |
RNWGXJointNew World Fund Inc. Cl R-6 | Bought | $15K–$50K | Aug 7, 2025 | Sep 12, 202536 days later |
AMDJointAdvanced Micro Devices, Inc. | Bought | $1K–$15K | Aug 7, 2025 | Sep 12, 202536 days later |
VEAJointVanguard FTSE Developed Markets ETF | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
EMRZXJointEmerging Markets Fund Class Z | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
URNMJointSprott Uranium Miners ETF | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
IVVJointiShares Core S&P 500 ETF | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
EFAJointiShares MSCI EAFE ETF | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
SLVJointiShares Silver Trust | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
TBLLJointInvesco Short Term Treasury ETF | Sold part | $15K–$50K | Aug 1, 2025 | Sep 12, 202542 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bo | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
GEMJointGoldman Sachs ActiveBeta Emerging Markets Equity E | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
EMLPJointFirst Trust North American Energy Infrastructure F | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
PPLTJointabrdn Physical Platinum Shares ETF | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
PALLJointabrdn Physical Palladium Shares ETF | Sold part | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
VNQIJointVanguard Global ex-U.S. Real Estate ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
SCHPJointSchwab U.S. TIPS ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
RNWGXJointNew World Fund Inc. Cl R-6 | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
IWMJointiShares Russell 2000 ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
IEFJointiShares 7-10 Year Treasury Bond ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
SHYJointiShares 1-3 Year Treasury Bond ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
TLHJointiShares 10-20 Year Treasury Bond ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
CMBSJointiShares CMBS Bond ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
IEIJointiShares 3-7 Year Treasury Bond ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
TLTJointiShares 20+ Year Treasury Bond ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
MBBJointiShares MBS ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
AGZJointiShares Agency Bond ETF | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
GEMJointGoldman Sachs ActiveBeta Emerging Markets Equity E | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
WWSYXJointWestwood Smallcap Fund Class Y | Bought | $1K–$15K | Aug 1, 2025 | Sep 12, 202542 days later |
MDLZJointMondelez Intl Inc | Sold part | $1K–$15K | Jul 31, 2025 | Aug 6, 20256 days later |
GDJointGeneral Dynamics Corp | Sold part | $1K–$15K | Jul 31, 2025 | Aug 6, 20256 days later |
WMTJointWalmart Inc | Bought | $1K–$15K | Jul 31, 2025 | Aug 6, 20256 days later |
GEJointGeneral Electric Company | Bought | $1K–$15K | Jul 31, 2025 | Aug 6, 20256 days later |
JPMJointJP Morgan Chase & Company | Sold part | $1K–$15K | Jul 24, 2025 | Aug 6, 202513 days later |
BRK-B - Berkshire Hathaway Inc Class BJoint | Bought | $1K–$15K | Jul 24, 2025 | Aug 6, 202513 days later |
HYGJointiShares iBoxx $ High Yield Corporate Bond ETF | Sold | $1K–$15K | Jul 8, 2025 | Aug 6, 202529 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bo | Bought | $1K–$15K | Jul 8, 2025 | Aug 6, 202529 days later |
MUJointMicron Technology | Sold part | $1K–$15K | Jul 1, 2025 | Aug 6, 202536 days later |
UNHJointUnitedhealth Group Inc | Sold | $1K–$15K | Jun 11, 2025 | Jul 9, 202528 days later |
MUJointMicron Technology | Sold part | $1K–$15K | Jun 11, 2025 | Jul 9, 202528 days later |
TBLLJointInvesco Short Term Treasury ETF | Bought | $1K–$15K | Jun 11, 2025 | Jul 9, 202528 days later |
AVGOJointBroadcom Inc. | Bought | $1K–$15K | Jun 11, 2025 | Jul 9, 202528 days later |
RTXJointRaytheon Technologies Corp | Bought | $1K–$15K | May 30, 2025 | Jul 9, 202540 days later |
METAJointMeta Platforms Inc | Bought | $1K–$15K | May 30, 2025 | Jul 9, 202540 days later |
FBINJointFortune Brands Innovations Inc | Sold | $1K–$15K | May 30, 2025 | Jun 14, 202515 days later |
RTXJointRaytheon Technologies Corp | Bought | $1K–$15K | May 30, 2025 | Jun 14, 202515 days later |
METAJointMeta Platforms Inc | Bought | $1K–$15K | May 30, 2025 | Jun 14, 202515 days later |
HDJointHome Depot | Bought | $1K–$15K | May 20, 2025 | Jul 9, 202550 days later · late |
ATOJointAtmos Energy Corp | Bought | $1K–$15K | May 20, 2025 | Jul 9, 202550 days later · late |
GOOGLJointAlphabet Cl A | Bought | $1K–$15K | May 20, 2025 | Jul 9, 202550 days later · late |
NRGJointNRG Energy | Sold part | $1K–$15K | May 20, 2025 | Jun 14, 202525 days later |
LOWJointLowe's Companies | Sold part | $1K–$15K | May 20, 2025 | Jun 14, 202525 days later |
GDJointGeneral Dynamics Corp | Sold part | $1K–$15K | May 20, 2025 | Jun 14, 202525 days later |
DTEJointDte Energy Company | Sold | $1K–$15K | May 20, 2025 | Jun 14, 202525 days later |
HDJointHome Depot | Bought | $1K–$15K | May 20, 2025 | Jun 14, 202525 days later |
ATOJointAtmos Energy Corp | Bought | $1K–$15K | May 20, 2025 | Jun 14, 202525 days later |
GOOGLJointAlphabet Cl A | Bought | $1K–$15K | May 20, 2025 | Jun 14, 202525 days later |
METAJointMeta Platforms Inc | Bought | $1K–$15K | May 16, 2025 | Jul 9, 202554 days later · late |
HDJointHome Depot | Bought | $1K–$15K | May 16, 2025 | Jul 9, 202554 days later · late |
AMZNJointAmazon.com Inc | Bought | $1K–$15K | May 16, 2025 | Jul 9, 202554 days later · late |
TBLLJointInvesco Short Term Treasury ETF | Sold part | $1K–$15K | May 16, 2025 | Jun 14, 202529 days later |
METAJointMeta Platforms Inc | Bought | $1K–$15K | May 16, 2025 | Jun 14, 202529 days later |
HDJointHome Depot | Bought | $1K–$15K | May 16, 2025 | Jun 14, 202529 days later |
AMZNJointAmazon.com Inc | Bought | $1K–$15K | May 16, 2025 | Jun 14, 202529 days later |
NVDAJointNvidia Corp | Bought | $1K–$15K | May 13, 2025 | Jul 9, 202557 days later · late |
AVGOJointBroadcom Inc. | Bought | $1K–$15K | May 13, 2025 | Jul 9, 202557 days later · late |
VLOJointValero Energy Corp | Sold | $1K–$15K | May 13, 2025 | Jun 14, 202532 days later |
NVDAJointNvidia Corp | Bought | $1K–$15K | May 13, 2025 | Jun 14, 202532 days later |
Broadcom Inc. - Common StockJoint | Bought | $1K–$15K | May 13, 2025 | Jun 14, 202532 days later |
MSFTJointMicrosoft Corp | Bought | $1K–$15K | Apr 22, 2025 | Aug 20, 2026485 days later · late |
CRMJointSalesforce Inc | Sold part | $1K–$15K | Apr 22, 2025 | May 14, 202522 days later |
MSFTJointMicrosoft Corp | Bought | $1K–$15K | Apr 22, 2025 | May 14, 202522 days later |
UNHJointUnitedhealth Group Inc | Bought | $1K–$15K | Apr 16, 2025 | Aug 20, 2026491 days later · late |
ORCLJointOracle Corp | Bought | $1K–$15K | Apr 16, 2025 | Aug 20, 2026491 days later · late |
MSFTJointMicrosoft Corp | Bought | $1K–$15K | Apr 16, 2025 | Aug 20, 2026491 days later · late |
LRCXJointLam Research Corp | Sold part | $1K–$15K | Apr 16, 2025 | May 14, 202528 days later |
GILDJointGilead Sciences Inc | Sold | $1K–$15K | Apr 16, 2025 | May 14, 202528 days later |
AMATJointApplied Materials | Sold part | $1K–$15K | Apr 16, 2025 | May 14, 202528 days later |
UNHJointUnitedhealth Group Inc | Bought | $1K–$15K | Apr 16, 2025 | May 14, 202528 days later |
ORCLJointOracle Corp | Bought | $1K–$15K | Apr 16, 2025 | May 14, 202528 days later |
MSFTJointMicrosoft Corp | Bought | $1K–$15K | Apr 16, 2025 | May 14, 202528 days later |
METAJointMeta Platforms Inc | Bought | $1K–$15K | Apr 15, 2025 | Aug 20, 2026492 days later · late |
BACJointBank of America Corp | Sold part | $1K–$15K | Apr 15, 2025 | May 14, 202529 days later |
METAJointMeta Platforms Inc | Bought | $1K–$15K | Apr 15, 2025 | May 14, 202529 days later |
HYGJointiShares iBoxx $ High Yield Corporate Bond ETF | Bought | $1K–$15K | Apr 9, 2025 | Aug 20, 2026498 days later · late |
SHYJointiShares 1-3 Year Treasury Bond ETF | Sold part | $1K–$15K | Apr 9, 2025 | May 14, 202535 days later |
HYGJointiShares iBoxx $ High Yield Corporate Bond ETF | Bought | $1K–$15K | Apr 9, 2025 | May 14, 202535 days later |
COLPALJointCOLGATE PALMOLIVE LTD. | Bought | $1K–$15K | Apr 8, 2025 | Aug 20, 2026499 days later · late |
CBOEJointCboe Global Markets, Inc. | Bought | $1K–$15K | Apr 8, 2025 | Aug 20, 2026499 days later · late |
AVGOJointBroadcom Inc. | Bought | $1K–$15K | Apr 8, 2025 | Aug 20, 2026499 days later · late |
JPMJointJP Morgan Chase & Company | Sold part | $1K–$15K | Apr 8, 2025 | May 14, 202536 days later |
IVWJointiShares S&P 500 Growth ETF | Sold | $1K–$15K | Apr 8, 2025 | May 14, 202536 days later |
COLPALJointCOLGATE PALMOLIVE LTD. | Bought | $1K–$15K | Apr 8, 2025 | May 14, 202536 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fun | Bought | $1K–$15K | Apr 8, 2025 | May 14, 202536 days later |
AVGOJointBroadcom Inc. | Bought | $1K–$15K | Apr 8, 2025 | May 14, 202536 days later |
IVWJointiShares S&P 500 Growth ETF | Sold part | $1K–$15K | Mar 19, 2025 | May 11, 2026418 days later · late |
DTEJointDte Energy Company | Sold part | $1K–$15K | Mar 19, 2025 | May 11, 2026418 days later · late |
IVWJointiShares S&P 500 Growth ETF | Sold part | $1K–$15K | Mar 19, 2025 | Apr 20, 202532 days later |
DTEJointDte Energy Company | Sold | $1K–$15K | Mar 19, 2025 | Apr 20, 202532 days later |
TBLLJointInvesco Short Term Treasury ETF | Bought | $1K–$15K | Mar 19, 2025 | Apr 20, 202532 days later |
AMATJointApplied Materials | Bought | $1K–$15K | Mar 19, 2025 | Apr 20, 202532 days later |
TBLLJointInvesco Short Term Treasury ETF | Bought | $1K–$15K | Mar 5, 2025 | Apr 20, 202546 days later · late |
IVWJointiShares S&P 500 Growth ETF | Sold part | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fun | Sold part | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
EMLPJointFirst Trust North American Energy Infrastructure F | Sold part | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
LITPJointSprott Lithium Miners ETF | Bought | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
NVDAJointNvidia Corp | Bought | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
MSIJointMotorola Solutions | Bought | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
TBLLJointInvesco Short Term Treasury ETF | Bought | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
ECLJointEcolab Inc | Bought | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
AXPJointAmerican Express Company | Bought | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
AMZNJointAmazon.com Inc | Bought | $1K–$15K | Feb 26, 2025 | Mar 6, 20258 days later |
URNMJointSprott Uranium Miners ETF | Bought | $1K–$15K | Feb 25, 2025 | Mar 6, 20259 days later |
IVWJointiShares S&P 500 Growth ETF | Sold part | $1K–$15K | Feb 14, 2025 | Mar 6, 202520 days later |
MSFTJointMicrosoft Corp | Bought | $1K–$15K | Feb 14, 2025 | Mar 6, 202520 days later |
PFEJointPfizer Inc | Sold | $1K–$15K | Feb 13, 2025 | Mar 6, 202521 days later |
DISJointWalt Disney Company | Sold | $1K–$15K | Feb 13, 2025 | Mar 6, 202521 days later |
BSXJointBoston Scientific Corp | Bought | $1K–$15K | Feb 13, 2025 | Mar 6, 202521 days later |
GOOGLJointAlphabet Cl A | Bought | $1K–$15K | Feb 13, 2025 | Mar 6, 202521 days later |
LRCXJointLam Research Corp | Sold part | $1K–$15K | Feb 5, 2025 | Mar 6, 202529 days later |
JPMJointJP Morgan Chase & Company | Sold part | $1K–$15K | Feb 5, 2025 | Mar 6, 202529 days later |
BACJointBank of America Corp | Sold part | $1K–$15K | Feb 5, 2025 | Mar 6, 202529 days later |
MSFTJointMicrosoft Corp | Bought | $1K–$15K | Feb 5, 2025 | Mar 6, 202529 days later |
MAJointMastercard Inc | Bought | $1K–$15K | Feb 5, 2025 | Mar 6, 202529 days later |
AXPJointAmerican Express Company | Bought | $1K–$15K | Feb 5, 2025 | Mar 6, 202529 days later |
QSRJointRestaurant Brands International | Sold | $1K–$15K | Feb 4, 2025 | Mar 6, 202530 days later |
AMZNJointAmazon.com Inc | Bought | $1K–$15K | Feb 4, 2025 | Mar 6, 202530 days later |
IVWJointiShares S&P 500 Growth ETF | Sold part | $1K–$15K | Jan 28, 2025 | Feb 8, 202511 days later |
HPQJointHP Inc | Sold | $1K–$15K | Jan 28, 2025 | Feb 8, 202511 days later |
NRGJointNRG Energy, Inc. | Bought | $1K–$15K | Jan 28, 2025 | Feb 8, 202511 days later |
TBLLJointInvesco Short Term Treasury ETF | Bought | $1K–$15K | Jan 28, 2025 | Feb 8, 202511 days later |
SPYJointSPDR??S&P 500? ETF Trust | Sold | $1K–$15K | Jan 16, 2025 | Feb 8, 202523 days later |
TBLLJointInvesco Short Term Treasury ETF | Bought | $1K–$15K | Jan 16, 2025 | Feb 8, 202523 days later |
QQQJointInvesco QQQ Trust, Series 1 | Sold | $1K–$15K | Jan 14, 2025 | Feb 8, 202525 days later |
EBAYJointEbay Inc | Sold | $1K–$15K | Jan 14, 2025 | Feb 8, 202525 days later |
CSCOJointCisco Systems Inc | Sold | $1K–$15K | Jan 14, 2025 | Feb 8, 202525 days later |
CRMJointSalesforce Inc | Bought | $1K–$15K | Jan 14, 2025 | Feb 8, 202525 days later |
NVDAJointNvidia Corp | Bought | $1K–$15K | Jan 14, 2025 | Feb 8, 202525 days later |
MAJointMastercard Incorporated | Bought | $1K–$15K | Jan 14, 2025 | Feb 8, 202525 days later |
AMATJointApplied Materials, Inc. | Sold part | $1K–$15K | Dec 23, 2024 | Jan 14, 202522 days later |
VWOJointVanguard FTSE Emerging Markets ETF | Sold part | $1K–$15K | Nov 20, 2024 | Dec 17, 202427 days later |
SWKSJointSkyworks Solutions, Inc. | Sold | $1K–$15K | Nov 20, 2024 | Dec 17, 202427 days later |
BBEUJointJPMorgan BetaBuilders Europe ETF | Sold part | $1K–$15K | Nov 20, 2024 | Dec 17, 202427 days later |
AAXJJointiShares MSCI All Country Asia ex Japan ETF | Bought | $1K–$15K | Nov 20, 2024 | Dec 17, 202427 days later |
SPYJointSPDR S&P 500 | Bought | $1K–$15K | Nov 13, 2024 | Dec 17, 202434 days later |
IWMJointiShares Russell 2000 ETF | Sold part | $1K–$15K | Oct 9, 2024 | Oct 18, 20249 days later |
IVVJointiShares Core S&P 500 ETF | Sold part | $1K–$15K | Oct 6, 2024 | Oct 18, 202412 days later |
FIJointFiserv Inc | Sold part | $1K–$15K | Sep 26, 2024 | Oct 18, 202422 days later |
VEAJointVanguard FTSE Developed Markets ETF | Sold part | $1K–$15K | Sep 9, 2024 | Oct 18, 202439 days later |
MDYJointS&P Midcap 400 SPDR | Sold part | $1K–$15K | Sep 9, 2024 | Oct 18, 202439 days later |
EFAJointiShares MSCI EAFE ETF | Sold part | $1K–$15K | Sep 9, 2024 | Oct 18, 202439 days later |
VNQIJointVanguard Global ex-U.S. Real Estate ETF | Sold part | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
TPYPJointTortoise North American Pipeline ETF | Sold part | $15K–$50K | Sep 6, 2024 | Oct 18, 202442 days later |
EMLPJointFirst Trust North American Energy Infrastructure F | Sold part | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
WWSYXJointWestwood Quality Smallcap Fund Ultra Shares | Sold part | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
SCHPJointSchwab U.S. TIPS ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
IVVJointiShares Core S&P 500 ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
IEFJointiShares 7-10 Year Treasury Bond ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
SHYJointiShares 1-3 Year Treasury Bond ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
TLHJointiShares 10-20 Year Treasury Bond ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
CMBSJointiShares CMBS Bond ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
IEIJointiShares 3-7 Year Treasury Bond ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
TLTJointiShares 20+ Year Treasury Bond ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
MBBJointMBS Ishares ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
AGZJointiShares Agency Bond ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
TBLLJointInvesco Short Term Treasury ETF | Bought | $15K–$50K | Sep 6, 2024 | Oct 18, 202442 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bo | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
FTGCJointFirst Trust Global Tactical Commodity Strategy Fun | Bought | $15K–$50K | Sep 6, 2024 | Oct 18, 202442 days later |
PPLTJointAberdeen Standard Physical Platinum Shares ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
PALLJointAberdeen Standard Physical Palladium Shares ETF | Bought | $1K–$15K | Sep 6, 2024 | Oct 18, 202442 days later |
MSIJointMotorola Solutions, Inc. | Bought | $1K–$15K | Jul 26, 2024 | Aug 6, 202411 days later |
GOOGLJointAlphabet Inc. | Bought | $1K–$15K | Jul 26, 2024 | Aug 6, 202411 days later |
LRCXJointLam Research Corporation | Sold part | $1K–$15K | Jul 26, 2024 | Aug 6, 202411 days later |
VEAJointVanguard FTSE Developed Markets ETF | Bought | $1K–$15K | Jul 18, 2024 | Aug 6, 202419 days later |
MDYJointSPDR MidCap Trust Series I | Sold part | $1K–$15K | Jul 18, 2024 | Aug 6, 202419 days later |
IVVJointiShares Core S&P 500 ETF | Sold part | $1K–$15K | Jul 4, 2024 | Jul 11, 20247 days later |
IEFJointiShares 7-10 Year Treasury Bond ETF | Sold part | $1K–$15K | Jun 26, 2024 | Jul 11, 202415 days later |
SHYJointiShares 1-3 Year Treasury Bond ETF | Sold part | $1K–$15K | Jun 26, 2024 | Jul 11, 202415 days later |
SCHPJointSchwab U.S. TIPS ETF | Bought | $1K–$15K | Jun 26, 2024 | Jul 11, 202415 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Bought | $1K–$15K | Jun 26, 2024 | Jul 11, 202415 days later |
TLHJointiShares 10-20 Year Treasury Bond ETF | Bought | $1K–$15K | Jun 26, 2024 | Jul 11, 202415 days later |
NMVZXJointNuance Mid Cap Value Fund Z Class | Sold | $1K–$15K | Jun 24, 2024 | Jul 11, 202417 days later |
DALCXJointDean Mid Cap Value Fund No-Load | Bought | $1K–$15K | Jun 24, 2024 | Jul 11, 202417 days later |
CMCSAJointComcast Corporation | Sold | $1K–$15K | Jun 20, 2024 | Jul 11, 202421 days later |
MSFTJointMicrosoft Corp | Bought | $1K–$15K | Jun 20, 2024 | Jul 11, 202421 days later |
MDYJointSPDR MidCap Trust Series I | Sold part | $1K–$15K | Jun 4, 2024 | Jul 11, 202437 days later |
EFAJointiShares MSCI EAFE ETF | Sold part | $15K–$50K | Jun 4, 2024 | Jul 11, 202437 days later |
VEAJointVanguard FTSE Developed Markets ETF | Bought | $15K–$50K | Jun 4, 2024 | Jul 11, 202437 days later |
SPYJointS&P 500 SPDR | Bought | $1K–$15K | Jun 4, 2024 | Jul 11, 202437 days later |
NMVZXJointNuance Mid Cap Value Fund Z Class | Bought | $1K–$15K | Jun 4, 2024 | Jul 11, 202437 days later |
GEMJointGoldman Sachs ActiveBeta Emerging Markets Equity E | Bought | $1K–$15K | Jun 4, 2024 | Jul 11, 202437 days later |
GIGBJointGoldman Sachs Access Investment Grade Corporate Bo | Bought | $1K–$15K | May 31, 2024 | Jun 5, 20245 days later |
IVWJointiShares S&P 500 Growth ETF | Sold part | $1K–$15K | May 31, 2024 | Jun 5, 20245 days later |
EFAJointiShares MSCI EAFE ETF | Sold part | $1K–$15K | May 31, 2024 | Jun 5, 20245 days later |
CMBSJointiShares CMBS Bond ETF | Sold part | $1K–$15K | Apr 16, 2024 | May 7, 202421 days later |
JMBSJointJanus Henderson Mortgage-Backed Securities ETF | Bought | $1K–$15K | Apr 16, 2024 | May 7, 202421 days later |
EFAJointiShares MSCI EAFE ETF | Sold part | $15K–$50K | Apr 11, 2024 | May 7, 202426 days later |
SCZJointiShares MSCI EAFE Small-Cap ETF | Bought | $15K–$50K | Apr 11, 2024 | May 7, 202426 days later |
HESJointHess Corp | Sold | $1K–$15K | Mar 28, 2024 | May 8, 202441 days later |
AMATJointApplied Materials | Bought | $1K–$15K | Mar 28, 2024 | May 8, 202441 days later |
SCHPJointSchwab U.S. TIPS ETF | Sold part | $1K–$15K | Feb 20, 2024 | May 8, 202478 days later · late |
IEFJointiShares 7-10 Year Treasury Bond ETF | Sold part | $1K–$15K | Feb 20, 2024 | May 8, 202478 days later · late |
TLHJointiShares 10-20 Year Treasury Bond ETF | Bought | $1K–$15K | Feb 20, 2024 | May 8, 202478 days later · late |
TLTJointiShares 20+ Year Treasury Bond ETF | Bought | $1K–$15K | Feb 20, 2024 | May 8, 202478 days later · late |
LRCXLam Research Corp | Sold part | $1K–$15K | Dec 20, 2023 | Jan 8, 202419 days later |
PFEPfizer Inc | Bought | $1K–$15K | Dec 20, 2023 | Jan 8, 202419 days later |
LRCXLam Research Corp | Sold part | $1K–$15K | Dec 20, 2023 | Jan 8, 202419 days later |
PFEPfizer Inc | Bought | $1K–$15K | Dec 20, 2023 | Jan 8, 202419 days later |
GBILGoldman Sachs Access Treasury 0-1 Year ETF | Sold part | $1K–$15K | Dec 12, 2023 | Jan 8, 202427 days later |
PPLTabrdn Physical Platinum Shares ETF | Bought | $1K–$15K | Dec 12, 2023 | Jan 8, 202427 days later |
PALLabrdn Physical Palladium Shares ETF | Bought | $1K–$15K | Dec 12, 2023 | Jan 8, 202427 days later |
GBILGoldman Sachs Access Treasury 0-1 Year ETF | Sold part | $1K–$15K | Dec 12, 2023 | Jan 8, 202427 days later |
PALLabrdn Physical Palladium Shares ETF | Bought | $1K–$15K | Dec 12, 2023 | Jan 8, 202427 days later |
PALLabrdn Physical Palladium Shares ETF | Bought | $1K–$15K | Dec 12, 2023 | Jan 8, 202427 days later |
TLT20+ Year Treas Bond Ishares ETF | Sold part | $1K–$15K | Nov 29, 2023 | Dec 12, 202313 days later |
SHYiShares 1-3 Year Treasury Bond ETF | Bought | $1K–$15K | Nov 29, 2023 | Dec 12, 202313 days later |
TLHiShares 10-20 Year Treasury Bond ETF | Bought | $1K–$15K | Nov 8, 2023 | Dec 12, 202334 days later |
SHYiShares 1-3 Year Treasury Bond ETF | Sold part | $1K–$15K | Nov 7, 2023 | Dec 12, 202335 days later |
CMBSiShares CMBS Bond ETF | Sold part | $1K–$15K | Nov 7, 2023 | Dec 12, 202335 days later |
AGZiShares Agency Bond ETF | Sold part | $1K–$15K | Nov 7, 2023 | Dec 12, 202335 days later |
GBILGoldman Sachs Access Treasury 0-1 Year ETF | Sold part | $1K–$15K | Nov 7, 2023 | Dec 12, 202335 days later |
GIGBGoldman Sachs Access Investment Grade Corporate Bo | Sold part | $1K–$15K | Nov 7, 2023 | Dec 12, 202335 days later |
JMBSJanus Henderson Mortgage-Backed Securities ETF | Bought | $1K–$15K | Nov 7, 2023 | Dec 12, 202335 days later |
TLT20+ Year Treas Bond Ishares ETF | Bought | $1K–$15K | Nov 7, 2023 | Dec 12, 202335 days later |
MBBiShares MBS ETF | Bought | $1K–$15K | Nov 7, 2023 | Dec 12, 202335 days later |
AESThe AES Corporation | Sold | $1K–$15K | Oct 5, 2023 | Nov 7, 202333 days later |
FEPFirst Trust Europe AlphaDEX Fund | Sold | $15K–$50K | Aug 29, 2023 | Sep 7, 20239 days later |
BBEUJPM Betabuilders Europe ETF | Bought | $15K–$50K | Aug 29, 2023 | Sep 7, 20239 days later |
John Boozman's portfolio by sector
Share of the estimated stock portfolio.
| Sector | Share |
|---|---|
| Other | 45% |
| Technology | 22% |
| Communication Services | 12% |
| Financials | 5.9% |
| Industrials | 4.7% |
| Consumer Discretionary | 3.3% |
| Consumer Staples | 2.9% |
| Energy | 2.8% |
| Health Care | 1.1% |
| Materials | 0.3% |
| Utilities | 0.2% |
Portfolio performance: John Boozman vs. benchmarks
Based on disclosed trades only: what you would have earned copying each trade the day it was disclosed, since Sep 8, 2023. Stocks John Boozman already owned before the first tracked trade are not included.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +53.4% | +14.9% |
| S&P 500 | +81.5% | +21.4% |
| Nasdaq-100 | +107.1% | +26.7% |
John Boozman's most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
TBLLInvesco Short Term Treasury ETF | 8 | 4 |
JMBSJanus Henderson Mortgage-Backed Securities ETF | 8 | 4 |
CMBSiShares CMBS Bond ETF | 6 | 5 |
GIGBGoldman Sachs Access Investment Grade Corporate Bo | 8 | 3 |
MSFTMicrosoft Corp | 10 | 0 |
IVViShares Core S&P 500 ETF | 2 | 8 |
VEAVanguard Developed Markets Index Fund - ETF Shares | 4 | 6 |
MBBiShares MBS ETF | 6 | 4 |
FTGCFirst Trust Global Tactical Commodity Strategy Fun | 5 | 5 |
SCHPSchwab U.S. TIPS ETF | 6 | 3 |
EFAiShares MSCI EAFE ETF | 0 | 9 |
IEFiShares 7-10 Year Treasury Bond ETF | 6 | 3 |
Source: official disclosures filed with the Secretary of the Senate. Each date links to the original filing.