WhatInvestorsBuy

Markwayne Mullin: Stock Portfolio, Performance and Latest Trades

Markwayne Mullin

U.S. Senator, OK (former)

R Republican

Trades disclosed559
Bought / sold364 / 195
Est. volume$26M
Typical delay29 days

Markwayne Mullin's estimated portfolio today

Share of the estimated portfolio, valued at the latest close.

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
NVDANVIDIA Corporation
7.38%$88.03+170%$237.47Sep 13, 20235
MSFTMicrosoft Corp
7.25%$474.30+11.7%$529.76Sep 13, 20235
AAPLApple Inc.
6.38%$210.07+60.3%$336.67Sep 13, 20235
PCLPXPimco Commoditiesplus Strategy Fund Class I-2
5.92%$5.14+61.7%$8.31Dec 26, 20243
METAMeta Platforms, Inc.
4.07%$385.34+87.2%$721.31Sep 13, 20235
AMZNAmazon.com Inc
3.75%$196.67+32.2%$259.92Sep 13, 20234
LRCXLam Research Corp
3.48%$116.59+183%$329.51Sep 13, 20237
AMATApplied Materials, Inc.
3.24%$178.66+191%$520.65Sep 13, 20238
GOOGLAlphabet Cl A
2.94%$250.53+39.9%$350.50Sep 13, 20233
VLOValero Energy Corporation
2.39%$130.13+226%$424.10May 13, 20253
LLYEli Lilly and Company
2.28%$752.80+57.9%$1,188.72Sep 13, 20234
CFSSXColumn Small Cap Select Fund
2.15%$11.50+25.6%$14.45Dec 26, 20241
EZUiShares MSCI Eurozone ETF
2.06%$44.77+47.2%$65.90Nov 27, 20242
IEFAiShares Core MSCI EAFE ETF
1.97%$67.76+42.0%$96.20Nov 27, 20242
JPMJP Morgan Chase & Co.
1.71%$217.12+51.8%$329.58Sep 13, 20233
CATCaterpillar, Inc.
1.67%$346.97+135%$813.83Sep 13, 20233
COFCapital One Financial Corp
1.62%$215.53−9.1%$195.91Mar 19, 20253
CVXChevron Corp
1.57%$137.52+49.2%$205.15May 13, 20255
MPWRMonolithic Power Systems, Inc.
1.35%$1,003.78+42.1%$1,425.98Jan 5, 20263
UNHUnitedhealth Group Inc
1.34%$295.37+27.3%$375.98Sep 24, 20255
RTXRTX Corporation
1.33%$96.67+86.5%$180.26Sep 13, 20233
PANWPalo Alto Networks, Inc.
1.32%$121.63+233%$405.57Sep 13, 20232
IEMGiShares Core MSCI Emerging Markets ETF
1.30%$51.01+60.8%$82.04Nov 27, 20242
MAMastercard Inc
1.28%$500.61+13.9%$570.06Sep 13, 20233
FCFSFirstCash Holdings, Inc.
1.21%$164.87+27.1%$209.56Jan 5, 20267
HLTHilton Worldwide Holdings Inc.
1.19%$192.27+66.7%$320.53Sep 13, 20233
GICIXGoldman Sachs Intl Small Cap Insights Fd Inst
1.19%$11.36+61.9%$18.39Dec 26, 20241
DEDeere & Company
1.13%$413.26+58.9%$656.87Sep 13, 20233
IQVIqvia Holdings Inc
1.11%$221.35+16.6%$258.11Aug 20, 20243
CRSCarpenter Technology Corporation
1.10%$337.97+15.7%$391.17Jan 5, 20263
AMKRAmkor Technology, Inc.
1.07%$46.39+12.7%$52.27Jan 5, 20263
MCKMcKesson Corporation
1.05%$821.48+10.8%$910.33Jan 5, 20263
KOCoca-Cola Company
1.04%$58.77+46.0%$85.82Sep 13, 20233
LRNStride, Inc.
1.04%$72.90+9.2%$79.62Jan 5, 202612
COSTCostco Wholesale Corporation
1.03%$649.21+45.1%$942.25Sep 18, 20233
CCitigroup Inc
1.01%$119.69+6.4%$127.32Jan 5, 20263
APGAPi Group Corporation
0.93%$40.95−1.8%$40.21Jan 5, 20263
COPConocoPhillips
0.91%$90.20+43.9%$129.84May 13, 20255
LPLALpl Financial Holdings
0.91%$373.28−13.0%$324.80Feb 13, 20252
ISRGIntuitive Surgical, Inc.
0.91%$476.92−13.1%$414.52Sep 24, 20252
AXPAmerican Express Company
0.86%$167.21+82.0%$304.25Sep 13, 20233
ICEIntercontinental Exchange
0.84%$128.66+18.6%$152.59Sep 13, 20233
VSECVSE Corporation
0.81%$196.14−14.7%$167.34Jan 5, 20263
TJXTJX Companies, Inc. (The)
0.75%$116.68+19.0%$138.80Aug 20, 20242
ELVElevance Health, Inc.
0.75%$381.88+5.9%$404.31Sep 13, 20233
LHXL3Harris Technologies Inc
0.73%$202.88+15.2%$233.63Feb 13, 20252
ADBEAdobe Systems Inc
0.71%$312.27−25.5%$232.77Jan 5, 202610
CRMSalesforce, Inc.
0.69%$231.68−3.1%$224.56Sep 13, 20233
EMREmerson Electric Company
0.68%$92.11+72.9%$159.22Sep 13, 20232
BLKBlackRock, Inc.
0.66%$637.70+67.7%$1,069.63Sep 13, 20232
HDHome Depot, Inc. (The)
0.65%$313.47−8.8%$285.77Sep 13, 20233
VVisa Inc
0.62%$238.33+56.1%$372.10Sep 13, 20232
PHParker-Hannifin Corporation
0.58%$521.90+82.6%$952.79Jun 12, 20241
UNPUnion Pacific Corporation
0.55%$196.97+39.5%$274.68Sep 13, 20232
TMOThermo Fisher Scientific Inc
0.49%$426.62+55.2%$662.06May 13, 20254
SHWSherwin-Williams Company
0.48%$257.39+22.4%$315.00Sep 13, 20232
BSXBoston Scientific Corp
0.45%$66.03−37.0%$41.58Sep 13, 20233
SPGIS&P Global Inc.
0.44%$353.47+11.8%$395.18Sep 13, 20232
PMPhilip Morris International Inc
0.44%$140.44+37.2%$192.69Feb 13, 20251
PGProcter & Gamble Company
0.42%$140.02+5.6%$147.82Sep 13, 20232
NOWServiceNow, Inc.
0.34%$160.01−13.8%$137.87Sep 24, 20252
PNRPentair plc. Ordinary Share
0.15%$107.62−51.5%$52.19Nov 10, 20251
SBUXStarbucks Corporation
0.08%$88.43+5.8%$93.58Sep 13, 20233
VNQVanguard Real Estate ETF
0.08%$83.87+5.7%$88.69Dec 26, 20241
EWEdwards Lifesciences Corporation
0.08%$72.44+18.4%$85.78Sep 13, 20233
NKENike Inc
0.03%$89.47−61.6%$34.36Sep 13, 20233
CMCSAComcast Corporation
0.01%$37.69−44.4%$20.94Sep 13, 20233

Markwayne Mullin's buys and sells

Jan 3, 2023 to Feb 25, 2026, 98 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
UNHJointUnitedHealth Group Incorporated
Bought$50K–$100KFeb 25, 2026Mar 10, 202613 days later
AZOJointAutoZone, Inc.
Sold$50K–$100KFeb 25, 2026Mar 10, 202613 days later
INTUJointIntuit Inc.
Sold$15K–$50KFeb 25, 2026Mar 10, 202613 days later
VSECJointVSE Corporation
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
MTZJointMasTec, Inc.
Sold$15K–$50KFeb 4, 2026Mar 2, 202626 days later
MPWRJointMonolithic Power Systems, Inc.
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
MCKJointMcKesson Corporation
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
LRNJointStride, Inc.
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
IRMJointIron Mountain Incorporated (Delaware)Common Stock REIT
Sold$1K–$15KFeb 4, 2026Mar 2, 202626 days later
GSJointGoldman Sachs Group, Inc. (The)
Sold$15K–$50KFeb 4, 2026Mar 2, 202626 days later
FCFSJointFirstCash Holdings, Inc.
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
DELLJointDell Technologies Inc. Class C
Sold$15K–$50KFeb 4, 2026Mar 2, 202626 days later
CRSJointCarpenter Technology Corporation
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
CRDOJointCredo Technology Group Holding Ltd
Sold$15K–$50KFeb 4, 2026Mar 2, 202626 days later
COHRJointCoherent Corp.
Sold$15K–$50KFeb 4, 2026Mar 2, 202626 days later
CJointCitigroup, Inc.
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
APGJointAPi Group Corporation
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
AMKRJointAmkor Technology, Inc.
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
AITJointApplied Industrial Technologies, Inc.
Sold$1K–$15KFeb 4, 2026Mar 2, 202626 days later
ADBEJointAdobe Inc.
Bought$15K–$50KFeb 4, 2026Mar 2, 202626 days later
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39OtherJoint
Sold part$1K–$15KJan 21, 2026Feb 4, 202614 days later
KENTUCKY ST PPTY & BLDGS COMMN REVS BDS Rate/Coupon: 5.0% Matures: 11/01/27OtherJoint
Sold part$50K–$100KJan 20, 2026Feb 4, 202615 days later
NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38OtherJoint
Sold part$1K–$15KJan 20, 2026Feb 4, 202615 days later
ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG Rate/Coupon: 4.0% Matures: 02/15/42OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38OtherJoint
Sold part$1K–$15KJan 20, 2026Feb 4, 202615 days later
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/36OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS Rate/Coupon: 5.0% Matures: 03/01/33OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
MASSACHUSETTS ST DEV FIN AGY REV BDS Rate/Coupon: 5.0% Matures: 10/01/31OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS Rate/Coupon: 4.0% Matures: 09/01/30OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38OtherJoint
Sold part$50K–$100KJan 20, 2026Feb 4, 202615 days later
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
FORT LAUDERDALE FLA WTR & SWR REV BDS Rate/Coupon: 5.0% Matures: 09/01/38OtherJoint
Sold part$1K–$15KJan 20, 2026Feb 4, 202615 days later
UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS Rate/Coupon: 5.0% Matures: 02/15/33OtherJoint
Sold part$15K–$50KJan 20, 2026Feb 4, 202615 days later
MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38OtherJoint
Sold part$1K–$15KJan 20, 2026Feb 4, 202615 days later
CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS Rate/Coupon: 5.0% Matures: 02/15/38OtherJoint
Sold part$50K–$100KJan 20, 2026Feb 4, 202615 days later
FORT SMITH ARK WTR & SWR REV REF CONSTR BDS Rate/Coupon: 5.0% Matures: 10/01/32OtherJoint
Sold part$50K–$100KJan 20, 2026Feb 4, 202615 days later
SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39OtherJoint
Sold part$50K–$100KJan 20, 2026Feb 4, 202615 days later
VSECSpouseVSE Corporation
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
MPWRSpouseMonolithic Power Systems, Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
MCKSpouseMcKesson Corporation
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
LRNSpouseStride, Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
FCFSSpouseFirstCash Holdings, Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
CRSSpouseCarpenter Technology Corporation
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
CSpouseCitigroup Inc
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
APGSpouseAPi Group Corporation
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
AMKRSpouseAmkor Technology, Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
ADBESpouseAdobe Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
VSECVSE Corporation
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
MPWRMonolithic Power Systems, Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
MCKMcKesson Corporation
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
LRNStride, Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
FCFSFirstCash Holdings, Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
CRSCarpenter Technology Corporation
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
CCitigroup Inc
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
APGAPi Group Corporation
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
AMKRAmkor Technology, Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
ADBEAdobe Inc.
Bought$15K–$50KJan 5, 2026Feb 4, 202630 days later
CATJointCaterpillar, Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
LLYJointEli Lilly and Company
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
JPMJointJP Morgan Chase & Co.
Bought$50K–$100KDec 29, 2025Jan 16, 202618 days later
COFJointCapital One Financial Corporation
Bought$50K–$100KDec 29, 2025Jan 16, 202618 days later
RTXJointRTX Corporation
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
GOOGLJointAlphabet Inc.
Bought$100K–$250KDec 29, 2025Jan 16, 202618 days later
ICEJointIntercontinental Exchange Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
DEJointDeere & Company
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
BSXJointBoston Scientific Corporation
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
MSFTJointMicrosoft Corporation
Bought$100K–$250KDec 29, 2025Jan 16, 202618 days later
GSJointGoldman Sachs Group, Inc. (The)
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
LRCXJointLam Research Corporation
Bought$50K–$100KDec 29, 2025Jan 16, 202618 days later
KOJointCoca-Cola Company (The)
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
AMZNJointAmazon.com, Inc.
Bought$100K–$250KDec 29, 2025Jan 16, 202618 days later
NVDAJointNVIDIA Corporation
Bought$100K–$250KDec 29, 2025Jan 16, 202618 days later
CRMJointSalesforce, Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
IQVJointIQVIA Holdings, Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
ELVJointElevance Health, Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
AXPJointAmerican Express Company
Bought$1K–$15KDec 29, 2025Jan 16, 202618 days later
CVXJointChevron Corporation
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
AAPLJointApple Inc.
Bought$100K–$250KDec 29, 2025Jan 16, 202618 days later
METAJointMeta Platforms, Inc.
Bought$50K–$100KDec 29, 2025Jan 16, 202618 days later
MAJointMastercard Incorporated
Bought$50K–$100KDec 29, 2025Jan 16, 202618 days later
HLTJointHilton Worldwide Holdings Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
AMATJointApplied Materials, Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
COSTJointCostco Wholesale Corporation
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
ISRGJointIntuitive Surgical, Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
HDJointHome Depot, Inc. (The)
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
INTUJointIntuit Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
NOWJointServiceNow, Inc.
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
COPJointConocoPhillips
Bought$15K–$50KDec 29, 2025Jan 16, 202618 days later
PRMBPrimo Brands Corp
Sold$1K–$15KDec 18, 2025Jan 13, 202626 days later
MTZMasTec, Inc.
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
LRNStride, Inc.
Sold$1K–$15KDec 18, 2025Jan 13, 202626 days later
IRMIron Mountain Inc
Sold$1K–$15KDec 18, 2025Jan 13, 202626 days later
GSGoldman Sachs Group, Inc. (The)
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
DELLDell Technologies Inc. Class C
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
CRDOCredo Technology Group Holding Ltd
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
COHRCoherent Corp.
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
AITApplied Industrial Technologies, Inc.
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
PRMBSpousePrimo Brands Corporation Class A
Sold$1K–$15KDec 18, 2025Jan 13, 202626 days later
MTZSpouseMasTec, Inc.
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
LRNSpouseStride, Inc.
Sold$1K–$15KDec 18, 2025Jan 13, 202626 days later
IRMSpouseIron Mountain Inc
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
GSSpouseGoldman Sachs Group, Inc. (The)
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
DELLSpouseDell Technologies Inc. Class C
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
CRDOSpouseCredo Technology Group Holding Ltd
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
COHRSpouseCoherent Corp.
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
AITSpouseApplied Industrial Technologies, Inc.
Sold$15K–$50KDec 18, 2025Jan 13, 202626 days later
PRMBJointPrimo Brands Corporation Class A
Sold$1K–$15KDec 17, 2025Jan 13, 202627 days later
CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025 Rate/Coupon: 4.0% Matures: 02/15/2042OtherJoint
Bought$50K–$100KDec 3, 2025Dec 12, 20259 days later
COFJointCapital One Financial Corporation
Bought$50K–$100KNov 10, 2025Dec 5, 202525 days later
CSXJointCSX Corporation
Sold$15K–$50KNov 10, 2025Dec 5, 202525 days later
ZTSJointZoetis Inc. Class A
Sold$15K–$50KNov 10, 2025Dec 5, 202525 days later
PNRJointPentair plc. Ordinary Share
Bought$15K–$50KNov 10, 2025Dec 5, 202525 days later
FIJointFiserv Inc
Sold$15K–$50KNov 3, 2025Nov 21, 202518 days later
CMGJointChipotle Mexican Grill, Inc.
Sold$15K–$50KNov 3, 2025Nov 21, 202518 days later
MSFTJointMicrosoft Corp
Bought$250K–$500KNov 3, 2025Nov 21, 202518 days later
BRK.BJointBerkshire Hathaway Cl B
Sold$15K–$50KNov 3, 2025Nov 21, 202518 days later
TMUSJointT-Mobile US, Inc.
Sold$50K–$100KNov 3, 2025Nov 21, 202518 days later
ADBEJointAdobe Systems Inc
Sold$15K–$50KSep 24, 2025Oct 1, 20257 days later
UNHJointUnitedhealth Group Inc
Bought$15K–$50KSep 24, 2025Oct 1, 20257 days later
NOWJointServiceNow, Inc.
Bought$1K–$15KSep 24, 2025Oct 1, 20257 days later
INTUJointIntuit Inc.
Bought$15K–$50KSep 24, 2025Oct 1, 20257 days later
ACNJointAccenture Plc
Sold$15K–$50KSep 24, 2025Oct 1, 20257 days later
ISRGJointIntuitive Surgical, Inc.
Bought$50K–$100KSep 24, 2025Oct 1, 20257 days later
TXNJointTexas Instruments Incorporated
Sold$15K–$50KSep 24, 2025Oct 1, 20257 days later
IHFJointiShares U.S. Health Care Providers ETF
Sold$15K–$50KSep 24, 2025Oct 1, 20257 days later
WABWabtec Corp
Sold$15K–$50KSep 23, 2025Oct 1, 20258 days later
WABJointWabtec Corp
Sold$1K–$15KSep 23, 2025Oct 1, 20258 days later
WABSpouseWabtec Corp
Sold$15K–$50KSep 23, 2025Oct 1, 20258 days later
MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020 Rate/Coupon: 5.0% Matures: 10/01/31OtherJoint
Bought$50K–$100KSep 9, 2025Sep 17, 20258 days later
UNHJointUnitedHealth Group Incorporated
Sold part$15K–$50KAug 1, 2025Aug 18, 202517 days later
Florida State Department General Services Division Facilities Mgmt Revenue Pool Rate/Coupon: 4.0% Matures: 09/01/2030OtherJoint
Bought$50K–$100KJun 18, 2025Jul 16, 202528 days later
New York City Municipal Water Fin Authority Water & Sewer Revenue Bond Rate/Coupon: 5.0% Matures: 06/15/2039OtherJoint
Sold$50K–$100KJun 16, 2025Jul 16, 202530 days later
ADBEJointAdobe Systems Inc
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
AMATJointApplied Materials, Inc.
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
CSXJointCSX Corp
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
CVXJointChevron Corp
Bought$50K–$100KMay 13, 2025Jun 11, 202529 days later
COPJointConocophillips
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
LPLAJointLpl Financial Holdings
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
LHXJointL3Harris Technologies Inc
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
LRCXJointLam Research Corp
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
SPYJointSPDR S&P 500
Sold$500K–$1MMay 13, 2025Jun 11, 202529 days later
TXNJointTexas Instruments
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
TMOJointThermo Fisher Scientific Inc
Bought$15K–$50KMay 13, 2025Jun 11, 202529 days later
VLOJointValero Energy Corp
Bought$50K–$100KMay 13, 2025Jun 11, 202529 days later
ZTSJointZoetis Inc. Class A
Bought$50K–$100KMay 13, 2025Jun 11, 202529 days later
COPJointConocophillips
Sold$15K–$50KApr 8, 2025May 12, 202534 days later
TMOJointThermo Fisher Scientific Inc
Sold$50K–$100KApr 8, 2025May 12, 202534 days later
TXNJointTexas Instruments
Sold$15K–$50KApr 8, 2025May 12, 202534 days later
VLOJointValero Energy Corp
Sold$50K–$100KApr 8, 2025May 12, 202534 days later
ZTSJointZoetis Inc Cl A
Sold$15K–$50KApr 8, 2025May 12, 202534 days later
CVXJointChevron Corp
Sold$15K–$50KApr 8, 2025May 12, 202534 days later
LRCXJointLam Research Corp
Sold part$50K–$100KApr 8, 2025May 12, 202534 days later
ADBEJointAdobe Systems Inc
Sold$15K–$50KApr 8, 2025May 12, 202534 days later
AMATJointApplied Materials
Sold part$50K–$100KApr 8, 2025May 12, 202534 days later
CSXJointCSX Corp
Sold$15K–$50KApr 8, 2025May 12, 202534 days later
COFJointCapital One Financial Corp
Bought$15K–$50KMar 19, 2025Apr 13, 202525 days later
UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033OtherJoint
Bought$50K–$100KFeb 19, 2025Mar 17, 202526 days later
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036OtherJoint
Bought$50K–$100KFeb 19, 2025Mar 17, 202526 days later
WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033OtherJoint
Bought$50K–$100KFeb 19, 2025Mar 17, 202526 days later
VAWJointMaterials ETF Vanguard
Sold$100K–$250KFeb 13, 2025Feb 27, 202514 days later
LHXJointL3Harris Technologies Inc
Bought$15K–$50KFeb 13, 2025Feb 27, 202514 days later
STZJointConstellation Brands Inc
Sold part$15K–$50KFeb 13, 2025Feb 27, 202514 days later
LPLAJointLpl Financial Holdings
Bought$50K–$100KFeb 13, 2025Feb 27, 202514 days later
ACNJointAccenture Plc
Bought$50K–$100KFeb 13, 2025Feb 27, 202514 days later
IQVJointIqvia Holdings Inc
Bought$15K–$50KFeb 13, 2025Feb 27, 202514 days later
TJXJointTJX Companies
Bought$15K–$50KFeb 13, 2025Feb 27, 202514 days later
AMDJointAdv Micro Devices
Sold$50K–$100KFeb 13, 2025Feb 27, 202514 days later
MSFTJointMicrosoft Corp
Bought$50K–$100KFeb 13, 2025Feb 27, 202514 days later
AMZNJointAmazon.com Inc
Bought$15K–$50KFeb 13, 2025Feb 27, 202514 days later
DHRJointDanaher Corp
Sold$15K–$50KFeb 13, 2025Feb 27, 202514 days later
HONJointHoneywell International Inc
Sold$15K–$50KFeb 13, 2025Feb 27, 202514 days later
PMJointPhilip Morris International Inc
Bought$15K–$50KFeb 13, 2025Feb 27, 202514 days later
BRKJointBershire Hathaway Cdr [Cad Hedged]
Sold part$15K–$50KFeb 13, 2025Feb 27, 202514 days later
WABJointWabtec Corp
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
PRMBJointPrimo Water Corp
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
MTZJointMastec Inc
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
LRNJointStride Inc
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
IRMJointIron Mountain Inc
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
GSJointGoldman Sachs Group
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
DELLJointDell Technologies Inc
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
CRDOJointCredo Technology Group Holding Ltd
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
COHRJointCoherent Corp
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
AITJointApplied Industrial Technologies
Bought$1K–$15KFeb 3, 2025Feb 27, 202524 days later
KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28OtherJoint
Sold$1K–$15KJan 8, 2025Jan 31, 202523 days later
MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38OtherJoint
Sold part$50K–$100KJan 8, 2025Jan 31, 202523 days later
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39OtherJoint
Sold part$15K–$50KJan 8, 2025Jan 31, 202523 days later
FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38OtherJoint
Sold part$50K–$100KJan 8, 2025Jan 31, 202523 days later
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39OtherJoint
Sold part$15K–$50KJan 8, 2025Jan 31, 202523 days later
AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38OtherJoint
Sold part$50K–$100KJan 8, 2025Jan 31, 202523 days later
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36OtherJoint
Sold part$15K–$50KJan 8, 2025Jan 31, 202523 days later
NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38OtherJoint
Sold part$50K–$100KJan 8, 2025Jan 31, 202523 days later
VANGUARD INDEX FDS VANGUARD MID-CAP ETFJoint
Sold part$15K–$50KJan 8, 2025Jan 31, 202523 days later
ABTJointAbbott Laboratories
Sold$1K–$15KJan 8, 2025Jan 31, 202523 days later
IEFAJointiShares Core MSCI EAFE ETF
Sold part$15K–$50KJan 8, 2025Jan 31, 202523 days later
EZUJointEurozone Ishares MSCI ETF
Sold part$15K–$50KJan 8, 2025Jan 31, 202523 days later
WABSpouseWabtec Corp
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
PRMBSpousePrimo Brands Corporation Cl A
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
MTZSpouseMastec Inc
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
LRNSpouseStride Inc
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
IRMSpouseIron Mountain Inc
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
GSSpouseGoldman Sachs Group
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
DELLSpouseDell Technologies Inc. Class C
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
CRDOSpouseCredo Technology Group Holding Ltd
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
COHRSpouseCoherent Corp
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
AITSpouseApplied Industrial Technologies, Inc.
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
WABWabtec Corp
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
PRMBPrimo Brands Corporation Cl A
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
MTZMastec Inc
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
LRNStride Inc
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
IRMIron Mountain Inc
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
GSGoldman Sachs Group
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
DELLDell Technologies Inc. Class C
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
CRDOCredo Technology Group Holding Ltd
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
COHRCoherent Corp
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
AITApplied Industrial Technologies, Inc.
Bought$15K–$50KJan 2, 2025Jan 31, 202529 days later
Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034OtherJoint
Sold$50K–$100KDec 27, 2024Jan 3, 20257 days later
VNQJointVanguard Real Estate ETF
Bought$1K–$15KDec 26, 2024Jan 3, 20258 days later
PCLPXJointPimco Commoditiesplus Strategy Fund Class I-2
Bought$250K–$500KDec 26, 2024Jan 3, 20258 days later
CFSSXJointColumn Small Cap Select Fund
Bought$100K–$250KDec 26, 2024Jan 3, 20258 days later
GICIXJointGoldman Sachs Intl Small Cap Insights Fd Inst
Bought$50K–$100KDec 26, 2024Jan 3, 20258 days later
PDBCJointInvesco Optimum Yield Diversified Commodity Strate
Sold$250K–$500KDec 26, 2024Jan 3, 20258 days later
IEMGJointiShares Core MSCI Emerging Markets ETF
Bought$50K–$100KDec 26, 2024Jan 3, 20258 days later
SFMSpouseSprouts Farmers Market, Inc.
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
OLLISpouseOllie's Bargain Outlet Holdings, Inc. Common Sto
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
LRNSpouseStride, Inc.
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
GSSpouseGoldman Sachs Group
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
FRPTSpouseFreshpet, Inc.
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
ETNSpouseEaton Corp
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
ETNEaton Corp
Sold$1K–$15KDec 18, 2024Dec 31, 202413 days later
ELFSpouseE.L.F. Beauty Inc
Sold$1K–$15KDec 18, 2024Dec 31, 202413 days later
CYBRSpouseCyberArk Software Ltd.
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
BMISpouseBadger Meter, Inc.
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
AXONSpouseAxon Enterprise, Inc.
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
SFMSprouts Farmers Market, Inc.
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
OLLIOllie's Bargain Outlet Holdings, Inc. Common Sto
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
LRNStride Inc
Sold$1K–$15KDec 18, 2024Dec 31, 202413 days later
GSGoldman Sachs Group
Sold$1K–$15KDec 18, 2024Dec 31, 202413 days later
FRPTFreshpet, Inc.
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
ELFE.L.F. Beauty Inc
Sold$1K–$15KDec 18, 2024Dec 31, 202413 days later
CYBRCyberArk Software Ltd.
Sold$1K–$15KDec 18, 2024Dec 31, 202413 days later
BMIBadger Meter, Inc.
Sold$1K–$15KDec 18, 2024Dec 31, 202413 days later
AXONAxon Enterprise Inc
Sold$15K–$50KDec 18, 2024Dec 31, 202413 days later
LLYJointEli Lilly and Company
Bought$50K–$100KDec 11, 2024Aug 12, 2025244 days later · late
ABTJointAbbott Laboratories
Sold part$15K–$50KDec 11, 2024Dec 31, 202420 days later
PEPJointPepsiCo, Inc.
Sold$15K–$50KDec 11, 2024Dec 31, 202420 days later
AMATJointApplied Materials, Inc.
Bought$15K–$50KDec 11, 2024Dec 31, 202420 days later
IEFAJointiShares Core MSCI EAFE ETF
Bought$100K–$250KNov 27, 2024Dec 19, 202422 days later
IEMGJointiShares Core MSCI Emerging Markets ETF
Bought$1K–$15KNov 27, 2024Dec 19, 202422 days later
EZUJointiShares MSCI Eurozone ETF
Bought$100K–$250KNov 27, 2024Dec 19, 202422 days later
PDBCJointInvesco Optimum Yield Diversified Commodity Strate
Bought$15K–$50KNov 12, 2024Aug 12, 2025273 days later · late
PCLPXJointPimco Commoditiesplus Strategy Fund Class I-2
Sold part$15K–$50KNov 12, 2024Aug 12, 2025273 days later · late
Invesco Actively Managed Exchange TradedJoint
Bought$15K–$50KNov 12, 2024Dec 3, 202421 days later
PCLPXJointPimco Commoditiesplus Strategy Fund Class I-2
Sold part$15K–$50KNov 12, 2024Dec 3, 202421 days later
PDBCJointInvesco Optimum Yield Diversified Commodity Strate
Bought$250K–$500KOct 29, 2024Aug 12, 2025287 days later · late
Pimco Commodities Plus Strategy Fund ClassJoint
Sold part$250K–$500KOct 29, 2024Aug 12, 2025287 days later · late
HIYSJointInvesco Actively Managed Exchange-Traded Fund Trus
Bought$250K–$500KOct 29, 2024Dec 3, 202435 days later
Pimco Commodities Plus Strategy Fund ClassJoint
Sold part$250K–$500KOct 29, 2024Dec 3, 202435 days later
KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027OtherJoint
Bought$50K–$100KOct 16, 2024Nov 8, 202423 days later
NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025OtherJoint
Bought$50K–$100KOct 10, 2024Nov 8, 202429 days later
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036OtherJoint
Bought$50K–$100KOct 8, 2024Nov 8, 202431 days later
Pocono Mtn PA Sch Dist Go Nts 2023 Rate/Coupon: 4.5% Matures: 10/01/26OtherJoint
Sold$50K–$100KOct 1, 2024Aug 12, 2025315 days later · late
EWJointEdwards Lifesciences Corp
Sold part$15K–$50KAug 20, 2024Sep 19, 202430 days later
IQVJointIqvia Holdings Inc
Bought$15K–$50KAug 20, 2024Sep 19, 202430 days later
SBUXJointStarbucks Corp
Sold part$15K–$50KAug 20, 2024Sep 19, 202430 days later
TJXJointTJX Companies, Inc. (The)
Bought$15K–$50KAug 20, 2024Sep 19, 202430 days later
LRNSpouseStride, Inc.
Bought$1K–$15KJul 30, 2024Dec 31, 2024154 days later · late
LRNStride Inc
Bought$1K–$15KJul 30, 2024Nov 8, 2024101 days later · late
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31Other
Sold$15K–$50KJul 24, 2024Aug 12, 2025384 days later · late
Univ OK Rev Rate/Coupon: 5.0% Matures: 07/01/28Other
Sold$15K–$50KJul 23, 2024Aug 12, 2025385 days later · late
Tulsa Cnty OK ISD GO Unltd Rate/Coupon: 4.5% Matures: 03/01/26Other
Sold$100K–$250KJul 23, 2024Aug 12, 2025385 days later · late
Tulsa Cnty OK Indl Auth Eductn Rev Rate/Coupon: 5.0% Matures: 09/01/27Other
Sold$15K–$50KJul 23, 2024Aug 12, 2025385 days later · late
Purcell OK Public Wks Auth Sal Rev Rate/Coupon: 5.0% Matures: 03/01/30Other
Sold$15K–$50KJul 23, 2024Aug 12, 2025385 days later · late
Oklahoma St Univ Agric & Mech Rev Rate/Coupon: 5.0 Matures: 09/01/32Other
Sold$50K–$100KJul 23, 2024Aug 12, 2025385 days later · late
Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25Other
Sold$15K–$50KJul 23, 2024Aug 12, 2025385 days later · late
Oklahoma St Capitol Impt Auth Rev Rate/Coupon: 5.0% Matures: 07/01/25Other
Sold$50K–$100KJul 23, 2024Aug 12, 2025385 days later · late
Oklahoma Dev Fin Auth Lease Rev Rate/Coupon: 5.0% Matures: 12/01/29Other
Sold$15K–$50KJul 23, 2024Aug 12, 2025385 days later · late
Oklahoma Cnty OK Fin Auth Rev Rate/Coupon: 5.0% Matures: 10/01/24Other
Sold$100K–$250KJul 23, 2024Aug 12, 2025385 days later · late
McClain Cnty OK Econ Dev Auth Rev Rate/Coupon: 4.0% Matures: 09/01/33Other
Sold$100K–$250KJul 23, 2024Aug 12, 2025385 days later · late
Grady Cnty OK Sch Fin Auth Edu Rev Rate/Coupon: 4.0% Matures: 09/01/31Other
Sold$100K–$250KJul 23, 2024Aug 12, 2025385 days later · late
Cleveland Cnty OK Eductnl Facs Rev Rate/Coupon: 5.00% Matures: 06/01/32Other
Sold$100K–$250KJul 23, 2024Aug 12, 2025385 days later · late
Canadian Cnty OK Eductnl Facs Rev Rate/Coupon: 5.0% Matures: 09/01/27Other
Sold$100K–$250KJul 23, 2024Aug 12, 2025385 days later · late
Canadian Cnty OK Edu Facs Rev Rate/Coupon: 5.0% Matures: 09/01/29Other
Sold$50K–$100KJul 23, 2024Aug 12, 2025385 days later · late
Broken Arrow OK GO Unltd Rate/Coupon: 4.0% Matures: 09/01/35Other
Sold$100K–$250KJul 23, 2024Aug 12, 2025385 days later · late
Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32OtherJoint
Bought$50K–$100KJul 23, 2024Aug 19, 202427 days later
IWBJointRussell 1000 Ishares ETF
Sold part$500K–$1MJun 13, 2024Jul 12, 202429 days later
IWBJointRussell 1000 Ishares ETF
Sold part$50K–$100KJun 12, 2024Jul 12, 202430 days later
CMCSAJointComcast Corporation
Sold part$15K–$50KJun 12, 2024Jul 12, 202430 days later
PHJointParker-Hannifin Corporation
Bought$15K–$50KJun 12, 2024Jul 12, 202430 days later
NKEJointNike, Inc.
Sold part$15K–$50KJun 12, 2024Jul 12, 202430 days later
Ishares TR Russell 1000 ETFJoint
Sold part$50K–$100KJun 7, 2024Jun 7, 20240 days later
IWBJointiShares Russell 1000 ETF
Sold part$100K–$250KMay 8, 2024Jun 7, 202430 days later
Pimco Commodities Plus Strategy Fund ClassJoint
Sold part$15K–$50KMay 8, 2024Jun 7, 202430 days later
ZTSSpouseZoetis Inc. Class A
Sold part$1K–$15KApr 3, 2024Aug 12, 2025496 days later · late
ZTSZoetis Inc. Class A
Sold part$1K–$15KApr 3, 2024May 2, 202429 days later
ZTSJointZoetis Inc. Class A
Sold part$1K–$15KApr 3, 2024May 1, 202428 days later
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31Other
Sold part$15K–$50KMar 11, 2024Aug 12, 2025519 days later · late
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31Other
Sold part$50K–$100KFeb 9, 2024Aug 12, 2025550 days later · late
Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029OtherJoint
Bought$50K–$100KFeb 8, 2024Mar 1, 202422 days later
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31Other
Sold part$50K–$100KFeb 7, 2024Aug 12, 2025552 days later · late
Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031OtherJoint
Bought$100K–$250KFeb 6, 2024Mar 1, 202424 days later
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31Other
Sold part$100K–$250KJan 29, 2024Aug 12, 2025561 days later · late
Broken Arrow OKLA Rate/Coupon: 4.0% Matures: 09/01/2035OtherJoint
Bought$100K–$250KJan 26, 2024Feb 15, 202420 days later
McClain County OKLA Economic DEV Rate/Coupon: 4.0% Matures: 09/01/2033OtherJoint
Bought$100K–$250KJan 24, 2024Feb 15, 202422 days later
Tulsa County OKLA INDPT SCH DIST Rate/Coupon: 4.5% Matures: 03/01/2026OtherJoint
Bought$100K–$250KJan 23, 2024Feb 15, 202423 days later
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31Other
Sold part$50K–$100KJan 22, 2024Aug 12, 2025568 days later · late
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31Other
Sold part$50K–$100KJan 19, 2024Aug 12, 2025571 days later · late
Oklahoma Cnty Okla Fin Auth Ed Rate/Coupon: 5.0% Matures: 10/01/2024OtherJoint
Bought$100K–$250KJan 19, 2024Feb 15, 202427 days later
JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024OtherJoint
Sold$50K–$100KJan 18, 2024Aug 12, 2025572 days later · late
CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024OtherJoint
Sold$50K–$100KJan 18, 2024Aug 12, 2025572 days later · late
AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024OtherJoint
Sold$15K–$50KJan 18, 2024Aug 12, 2025572 days later · late
KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028OtherJoint
Sold part$50K–$100KJan 18, 2024Aug 12, 2025572 days later · late
Oklahoma State University Agricultural Rate/Coupon: 5.0% Matures: 09/01/2032OtherJoint
Bought$50K–$100KJan 18, 2024Feb 15, 202428 days later
JOHNSTON CNTY N C GO REF BDS 2010-A Rate/Coupon: 5.0% Matures: 02/01/2024OtherJoint
Sold$50K–$100KJan 18, 2024Jan 26, 20248 days later
CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023 Rate/Coupon: 5.0% Matures: 03/01/2024OtherJoint
Sold$50K–$100KJan 18, 2024Jan 26, 20248 days later
AUSTIN TEX PUB IMPT REF BDS 2023 Rate/Coupon: 5.0% Matures: 09/01/2024OtherJoint
Sold$15K–$50KJan 18, 2024Jan 26, 20248 days later
KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/2028OtherJoint
Sold$50K–$100KJan 18, 2024Jan 26, 20248 days later
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: 5.0% Matures: 08/15/31Other
Sold part$50K–$100KJan 10, 2024Aug 12, 2025580 days later · late
OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025OtherJoint
Bought$50K–$100KJan 10, 2024Aug 12, 2025580 days later · late
OK ST Capitol Impt Auth ST Highway Rate/Coupon: 5.0% Matures: 07/01/2025OtherJoint
Bought$50K–$100KJan 10, 2024Jan 26, 202416 days later
SHOPSpouseShopify Inc
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
PYPLSpousePayPal Holdings, Inc.
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
PODDSpouseInsulet Corporation
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
INSTSpouseInstructure Holdings, Inc.
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
HUBBSpouseHubbell Inc
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
FCFSSpouseFirstCash Holdings, Inc.
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
FNSpouseFabrinet
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
EXLSSpouseExlService Holdings, Inc.
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
CTVASpouseCorteva, Inc.
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
CELHSpouseCelsius Holdings, Inc.
Sold$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
ZTSSpouseZoetis Inc. Class A
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
SFMSpouseSprouts Farmers Market, Inc.
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
OLLISpouseOllie's Bargain Outlet Holdings, Inc. Common Sto
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
GSSpouseGoldman Sachs Group, Inc. (The)
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
FRPTSpouseFreshpet, Inc.
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
ETNSpouseEaton Corp
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
ELFSpouseE.L.F. Beauty Inc
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
CYBRSpouseCyberArk Software Ltd.
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
BMISpouseBadger Meter, Inc.
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
AXONSpouseAxon Enterprise Inc
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
ZTSZoetis Inc Cl A
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
SFMSprouts Farmers Market
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
OLLIOllie's Bargain Outlet Holdings, Inc. Common Sto
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
GSGoldman Sachs Group, Inc. (The)
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
FRPTFreshpet, Inc.
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
ETNEaton Corp
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
ELFE.L.F. Beauty Inc
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
CYBRCyberArk Software Ltd.
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
BMIBadger Meter, Inc.
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
AXONAxon Enterprise Inc
Bought$1K–$15KJan 4, 2024Aug 12, 2025586 days later · late
ZTSSpouseZoetis Inc. Class A
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
SFMSpouseSprouts Farmers Market, Inc.
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
OLLISpouseOllie's Bargain Outlet Holdings, Inc. Common Sto
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
GSSpouseGoldman Sachs Group, Inc. (The)
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
FRPTSpouseFreshpet, Inc.
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
ETNSpouseEaton Corp
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
ELFSpouseE.L.F. Beauty Inc
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
CYBRSpouseCyberArk Software Ltd.
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
BMISpouseBadger Meter, Inc.
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
AXONSpouseAxon Enterprise Inc
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
ZTSZoetis Inc Cl A
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
SFMSprouts Farmers Market
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
OLLIOllie's Bargain Outlet Holdings, Inc. Common Sto
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
GSGoldman Sachs Group, Inc. (The)
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
FRPTFreshpet, Inc.
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
ETNEaton Corp
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
ELFE.L.F. Beauty Inc
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
CYBRCyberArk Software Ltd.
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
BMIBadger Meter, Inc.
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
AXONAxon Enterprise Inc
Bought$1K–$15KJan 4, 2024Jan 26, 202422 days later
Canadian County Educational Facilities Authority Rate/Coupon: 5.0% Matures: 09/01/2027OtherJoint
Bought$100K–$250KJan 3, 2024Aug 12, 2025587 days later · late
Canadian County Educational Facilities Authority Rate/Coupon: 5.0% Matures: 09/01/2027OtherJoint
Bought$100K–$250KJan 3, 2024Jan 26, 202423 days later
ADBEJointAdobe Systems Inc
Bought$15K–$50KJan 2, 2024Aug 12, 2025588 days later · late
AMDJointAdvanced Micro Devices, Inc.
Bought$15K–$50KJan 2, 2024Aug 12, 2025588 days later · late
AAPLJointApple Inc.
Bought$50K–$100KJan 2, 2024Aug 12, 2025588 days later · late
AMATJointApplied Materials, Inc.
Bought$15K–$50KJan 2, 2024Aug 12, 2025588 days later · late
METAJointMeta Platforms Inc
Bought$15K–$50KJan 2, 2024Aug 12, 2025588 days later · late
LRCXJointLam Research Corp
Bought$15K–$50KJan 2, 2024Aug 12, 2025588 days later · late
NVDAJointNVIDIA Corporation
Bought$15K–$50KJan 2, 2024Aug 12, 2025588 days later · late
ADBEJointAdobe Systems Inc
Bought$15K–$50KJan 2, 2024Jan 26, 202424 days later
AMDJointAdvanced Micro Devices, Inc.
Bought$15K–$50KJan 2, 2024Jan 26, 202424 days later
AAPLJointApple Inc.
Bought$50K–$100KJan 2, 2024Jan 26, 202424 days later
AMATJointApplied Materials, Inc.
Bought$15K–$50KJan 2, 2024Jan 26, 202424 days later
METAJointMeta Platforms Inc
Bought$15K–$50KJan 2, 2024Jan 26, 202424 days later
LRCXJointLam Research Corp
Bought$15K–$50KJan 2, 2024Jan 26, 202424 days later
NVDAJointNVIDIA Corporation
Bought$15K–$50KJan 2, 2024Jan 26, 202424 days later
SHOPShopify Inc
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
PYPLPayPal Holdings, Inc.
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
PODDInsulet Corp
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
INSTInstructure Holdings Inc
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
HUBBHubbell Inc
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
FNFabrinet
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
FCFSFirstCash Holdings, Inc.
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
EXLSExlService Holdings, Inc.
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
CTVACorteva Inc
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
CELHCelsius Holdings Inc
Sold part$1K–$15KDec 22, 2023Aug 12, 2025599 days later · late
SHOPShopify Inc
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
PYPLPayPal Holdings, Inc.
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
PODDInsulet Corp
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
INSTInstructure Holdings Inc
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
HUBBHubbell Inc
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
FNFabrinet
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
FCFSFirstCash Holdings, Inc.
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
EXLSExlService Holdings, Inc.
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
CTVACorteva Inc
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
CELHCelsius Holdings Inc
Sold part$1K–$15KDec 22, 2023Jan 26, 202435 days later
Cleveland County OK Educational FACS REV Rate/Coupon: 5.0% Matures: 06/01/2032OtherJoint
Bought$100K–$250KDec 6, 2023Dec 28, 202322 days later
VLTOJointVeralto Corp
Sold part$1K–$15KDec 5, 2023Dec 28, 202323 days later
Oklahoma St Dev Fin Auth Hlths Rev Rate/Coupon: .41% Matures: 08/15/31Other
Bought$250K–$500KNov 29, 2023Jul 30, 2025609 days later · late
Oklahoma Dev Fin Auth Lease RE Rate/Coupon: 5.0% Matures: 12/01/2029OtherJoint
Bought$15K–$50KNov 16, 2023Nov 28, 202312 days later
CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS 2023 Rate/Coupon: 5.0% Matures: 02/15/2038OtherJoint
Bought$50K–$100KOct 31, 2023Nov 28, 202328 days later
Oklahoma St Turnpike Auth Rev Rate/Coupon: 5.0% Matures: 01/01/25Other
Bought$15K–$50KOct 30, 2023Jul 30, 2025639 days later · late
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS 2015 FF Rate/Coupon: 5.0% Matures: 06/15/2039OtherJoint
Bought$50K–$100KOct 27, 2023Nov 28, 202332 days later
Oklahoma Transn Auth OK F/K/A Rate/Coupon: 5.0% Matures: 01/01/2025OtherJoint
Bought$15K–$50KOct 26, 2023Nov 28, 202333 days later
Nevada St Ltd Tax Go Cap Impt BDS Rate/Coupon: 5.0% Matures: 05/01/38OtherJoint
Bought$50K–$100KOct 25, 2023Nov 1, 20237 days later
Oklahoma St Dev Fin Auth Hlths Rev Adj Rate/Coupon: .41% Matures: 08/15/31Other
Sold part$50K–$100KOct 23, 2023Jul 30, 2025646 days later · late
Tulsa County Oklahoma Indl Auth Edl Rate/Coupon: 5.0% Matures: 09/01/2027OtherJoint
Bought$15K–$50KOct 18, 2023Nov 1, 202314 days later
University Oklahoma Revs Rate/Coupon: 5.0% Matures: 07/01/2028OtherJoint
Bought$15K–$50KOct 17, 2023Nov 1, 202315 days later
Oklahoma Dev Fin Auth Health Rate/Coupon: 0.41% Matures: 08/15/2031OtherJoint
Bought$250K–$500KOct 13, 2023Nov 1, 202319 days later
POCONO MTN PA SCH DIST GO NTS 2023 Rate/Coupon: 4.5% Matures: 10/01/2026OtherJoint
Bought$50K–$100KOct 12, 2023Nov 1, 202320 days later
FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38OtherJoint
Bought$50K–$100KOct 6, 2023Nov 1, 202326 days later
Purcell Oklahoma Public Works Auth Rate/Coupon: 5.0% Matures: 03/01/2030OtherJoint
Bought$15K–$50KOct 4, 2023Nov 1, 202328 days later
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS 2023A Rate/Coupon: 5.25% Matures: 12/15/2039OtherJoint
Bought$50K–$100KOct 4, 2023Nov 1, 202328 days later
Kaukauna Wis Antic Nts 2023 B Rate/Coupon: 5.0% Matures: 06/01/28OtherJoint
Bought$50K–$100KOct 4, 2023Nov 1, 202328 days later
NEW MEXICO FIN AUTH ST TRANSN REV REV REF BDS Rate/Coupon: 5.0% Matures: 06/15/2024OtherJoint
Bought$50K–$100KOct 3, 2023Nov 1, 202329 days later
ABTJointAbbott Laboratories
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
ADBEJointAdobe Systems Inc
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
AMDJointAdvanced Micro Devices, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
GOOGLJointAlphabet Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
AMZNJointAmazon.com, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
AXPJointAmerican Express Company
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
ELVJointElevance Health, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
AAPLJointApple Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
AMATJointApplied Materials, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
AZOJointAutoZone, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
BRK.BJointBerkshire Hathaway Cl B
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
BLKJointBlackRock, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
BSXJointBoston Scientific Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
CSXJointCSX Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
CATJointCaterpillar, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
CVXJointChevron Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
CMGJointChipotle Mexican Grill
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
KOJointCoca-Cola Company (The)
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
CMCSAJointComcast Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
COPJointConocoPhillips
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
STZJointConstellation Brands Inc
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
COSTJointCostco Wholesale Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
DEJointDeere & Company
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
EWJointEdwards Lifesciences Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
EMRJointEmerson Electric Company
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
METAJointMeta Platforms, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
FIJointFiserv, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
GSJointGoldman Sachs Group, Inc. (The)
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
HLTJointHilton Worldwide Holdings Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
HDJointHome Depot, Inc. (The)
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
HONJointHoneywell International Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
ICEJointIntercontinental Exchange Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
JPMJointJP Morgan Chase & Co.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
LRCXJointLam Research Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
LLYJointEli Lilly and Company
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
MAJointMastercard Inc
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
MSFTJointMicrosoft Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
NKEJointNike Inc
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
NVDAJointNVIDIA Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
PANWJointPalo Alto Networks, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
PEPJointPepsiCo, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
PGJointProcter & Gamble Company
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
RTXJointRTX Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
SPGIJointS&P Global Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
CRMJointSalesforce, Inc.
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
SHWJointSherwin-Williams Company (The)
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
SBUXJointStarbucks Corporation
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
T-Mobile US, Inc. - Common StockJoint
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
TXNJointTexas Instruments Incorporated
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
TMOJointThermo Fisher Scientific Inc
Bought$15K–$50KOct 3, 2023Nov 1, 202329 days later
UNPJointUnion Pacific Corp
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
UNHJointUnitedhealth Group Inc
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
VJointVisa Inc
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
ZTSJointZoetis Inc. Class A
Bought$1K–$15KOct 3, 2023Nov 1, 202329 days later
LUCAS CNTY OHIO LTD TAX VAR PURP IMPT GO BD ANTIC Rate/Coupon: 4.375% Matures: 10/11/24OtherJoint
Bought$50K–$100KSep 28, 2023Oct 12, 202314 days later
Macomb Inter Sch Dist Mich Unltd Tax Fo Bldg Site Bds Rate/Coupon: 5.0% Matures: 05/01/38OtherJoint
Bought$50K–$100KSep 28, 2023Oct 12, 202314 days later
WAXAHACHIE TEX INDPT SCH DIST ULTD TAX REF BDS Rate/Coupon: 4.0% Matures: 08/15/34OtherJoint
Bought$50K–$100KSep 27, 2023Oct 12, 202315 days later
JOHNSTON CNTY N C GO REF BDS Rate/Coupon: 5.0% Matures: 02/01/24OtherJoint
Bought$50K–$100KSep 26, 2023Oct 12, 202316 days later
UPTON CNTY TEX TAX NTS Rate/Coupon: 5.0% Matures: 02/15/25OtherJoint
Bought$50K–$100KSep 22, 2023Oct 12, 202320 days later
TEXAS ST GO MOBILITY FD BDS A Rate/Coupon: 4.0% Matures: 10/01/34OtherJoint
Bought$50K–$100KSep 20, 2023Oct 12, 202322 days later
COSTJointCostco Wholesale Corporation
Bought$15K–$50KSep 18, 2023Oct 12, 202324 days later
SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39OtherJoint
Bought$50K–$100KSep 14, 2023Oct 12, 202328 days later
ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27OtherJoint
Bought$15K–$50KSep 13, 2023Oct 12, 202329 days later
AUSTIN TEX PUB IMPT REF BDS Rate/Coupon: 5.0% Matures: 09/01/24OtherJoint
Bought$50K–$100KSep 13, 2023Oct 12, 202329 days later
AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38OtherJoint
Bought$50K–$100KSep 13, 2023Oct 12, 202329 days later
CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS Rate/Coupon: 5.0% Matures: 03/01/24OtherJoint
Bought$50K–$100KSep 13, 2023Oct 12, 202329 days later
IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38OtherJoint
Bought$50K–$100KSep 13, 2023Oct 12, 202329 days later
ABTJointAbbott Laboratories
Bought$15K–$50KSep 13, 2023Oct 12, 202329 days later
ADBEJointAdobe Systems Inc
Bought$15K–$50KSep 13, 2023Oct 12, 202329 days later
AMDJointAdvanced Micro Devices, Inc.
Bought$15K–$50KSep 13, 2023Oct 12, 202329 days later
GOOGLJointAlphabet Cl A
Bought$15K–$50KSep 13, 2023Oct 12, 202329 days later
AMZNJointAmazon.com Inc
Bought$50K–$100KSep 13, 2023Oct 12, 202329 days later
AXPJointAmerican Express Company
Bought$15K–$50KSep 13, 2023Oct 12, 202329 days later
ELVJointElevance Health, Inc.
Bought$15K–$50KSep 13, 2023Oct 12, 202329 days later

Markwayne Mullin's portfolio by sector

Share of the estimated stock portfolio.

30%Technology
SectorShareValueHoldings
Technology30%~$3.1M11
Other15%~$1.5M7
Industrials15%~$1.5M14
Financials12%~$1.2M11
Consumer Discretionary8.1%~$831.5K7
Communication Services7.0%~$720.4K3
Energy4.9%~$498.4K3
Health Care4.8%~$488.9K5
Consumer Staples2.9%~$299.9K4
Materials1.1%~$115.8K2

Portfolio performance: Markwayne Mullin vs. benchmarks

Based on disclosed trades only: what you would have earned copying each trade the day it was disclosed, since Oct 13, 2023. Stocks Markwayne Mullin already owned before the first tracked trade are not included.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−20%0%+20%+40%+60%+80%+100%+120%OctAprOctAprOctAprOct+111%Nasdaq-100+90%You, copying+87%S&P 500
Oct 13, 2023 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+89.7%+23.9%
S&P 500+86.8%+23.3%
Nasdaq-100+111.0%+28.4%

Markwayne Mullin's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
GSGoldman Sachs Group
105
LRNStride Inc
84
ZTSZoetis Inc Cl A
75
ADBEAdobe Inc.
82
AMATApplied Materials
71
FCFSFirstCash Holdings, Inc.
43
LRCXLam Research Corp
61
COHRCoherent Corp
33
ETNEaton Corp
42
AXONAxon Enterprise Inc
42
AITApplied Industrial Technologies
33
SFMSprouts Farmers Market
42

Source: official disclosures filed with the Secretary of the Senate. Each date links to the original filing.