WhatInvestorsBuy

Thomas R. Carper: Stock Portfolio, Performance and Latest Trades

Thomas R. Carper

U.S. Senator, DE (former)

D Democrat

Trades disclosed1450
Bought / sold776 / 668
Est. volume$19.7M
Typical delay23 days

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Thomas R. Carper's estimated portfolio today

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

StockShare of portfolioAverage buy priceReturnCurrent priceFirst boughtTrades
CEFSprott Physical Gold and Silver Trust
12.1%$15.38+165%$40.81Jul 18, 201910
GLWCorning Incorporated
11.8%$21.09+674%$163.25Apr 2, 20205
LITELumentum Holdings Inc.
5.82%$86.82+1180%$1,111.07Nov 26, 20211
CVSCVS Health Corporation
3.77%$51.06+72.3%$87.95Mar 27, 20208
DELLDell Technologies Inc
3.67%$71.68+708%$578.96Jan 2, 20241
NVDANVIDIA Corporation
2.75%$53.34+345%$237.47Jan 31, 20227
VVisa Inc.
2.55%$199.48+86.5%$372.10Nov 20, 20203
METMetLife, Inc.
2.41%$22.66+323%$95.78Apr 2, 20204
DGXQuest Diagnostics Incorporated
2.24%$68.11+233%$227.06Apr 2, 20203
VLOValero Energy Corp
2.16%$115.93+266%$424.10Dec 11, 20233
SNPSSynopsys, Inc.
2.09%$218.51+130%$502.67Nov 20, 20202
JPMJPMorgan Chase & Co.
2.02%$74.37+343%$329.58Mar 24, 20201
ABBVAbbVie Inc.
1.99%$81.06+235%$271.36Nov 20, 20206
NTAPNetApp, Inc.
1.88%$57.15+313%$235.77Dec 30, 20201
LHXL3Harris Technologies, Inc.
1.78%$150.75+55.0%$233.63Apr 2, 20206
BMYBristol-Myers Squibb Company
1.68%$48.55+23.0%$59.70Dec 30, 20203
TSMTaiwan Semiconductor Manufacturing Company Limited
1.49%$54.96+759%$472.20Nov 4, 20195
CMECME Group Inc.
1.48%$166.42+62.4%$270.27Jan 11, 20232
GLPIGaming and Leisure Properties, Inc.
1.47%$35.04+7.8%$37.78Nov 16, 20213
PAASPan American Silver Corp.
1.45%$27.84+59.3%$44.35Nov 20, 20202
ACIWACI Worldwide, Inc.
1.43%$32.13+57.6%$50.65Nov 20, 20202
FLNGFLEX LNG Ltd. Ordinary Shares
1.40%$20.01+54.3%$30.89Jan 11, 20232
NVONovo Nordisk A/S
1.35%$25.73+48.7%$38.26Apr 2, 20202
BSMBlack Stone Minerals, L.P. Common units representi
1.23%$10.80+35.3%$14.62Jan 11, 20232
TTTrane Technologies plc
1.18%$179.98+160%$467.27Jun 20, 20231
PEPPepsiCo, Inc.
1.12%$100.78+22.8%$123.73Apr 2, 20202
PFEPfizer Inc.
1.10%$23.19+20.8%$28.00Jul 9, 20202
TGTTarget Corp
1.03%$133.46+13.1%$150.92Feb 16, 20242
SQMSociedad Quimica y Minera S.A.
0.99%$59.11+9.3%$64.61Feb 21, 20234
FPIFarmland Partners Inc.
0.93%$10.17+1.8%$10.36Jan 18, 20232
GMABGenmab A/S
0.91%$36.53+0.3%$36.65Nov 20, 20202
APOApollo Global Management, Inc.
0.90%$36.51+216%$115.55Apr 2, 20207
DLRDigital Realty Trust, Inc.
0.88%$92.85+94.4%$180.47Jan 11, 20233
RTXRaytheon Technologies Corporation
0.88%$93.06+93.7%$180.26Feb 21, 20232
ERICTelefonaktiebolaget LM Ericsson (publ)
0.88%$9.80−3.5%$9.46Nov 20, 20202
JNJJohnson & Johnson
0.80%$146.28+76.7%$258.45Jan 18, 20221
QCOMQUALCOMM Incorporated
0.80%$102.49+72.8%$177.12Apr 2, 202010
TMOThermo Fisher Scientific Inc.
0.79%$443.72+49.2%$662.06Nov 20, 20203
TSLATesla, Inc.
0.74%$231.59+63.1%$377.81Dec 30, 20201
AMTAmerican Tower Corporation (REIT)
0.73%$206.67−19.6%$166.18Jan 18, 20222
VZVerizon Communications Inc.
0.72%$28.73+59.3%$45.77Jul 10, 20234
ROKRockwell Automation Inc
0.72%$278.58+58.6%$441.90Aug 22, 20231
NVSNovartis AG
0.71%$92.45+55.0%$143.28Apr 26, 20231
ENBEnbridge Inc
0.69%$30.21+51.9%$45.89Apr 11, 20241
BHPBHP Group Limited American Depositary Shares (Each
0.68%$56.75+50.2%$85.22Jan 11, 20231
WMWaste Management, Inc.
0.66%$143.75+45.4%$208.94Feb 21, 20231
EMREmerson Electric Company
0.65%$110.85+43.6%$159.22May 9, 20241
CWENClearway Energy, Inc.
0.65%$21.16+43.1%$30.29Apr 5, 20211
RMDResMed Inc.
0.65%$159.16+42.0%$225.98Aug 29, 20236
HASIHannon Armstrong Sustainable Infrastructure Capita
0.64%$25.95+40.1%$36.35Feb 21, 20234
DDominion Energy Inc
0.64%$43.93+40.0%$61.53Mar 28, 20241
NTRNutrien Ltd
0.63%$50.23+39.3%$69.97Mar 28, 20241
NEENextera Energy
0.57%$61.75+24.8%$77.06Aug 29, 20231
BMNBlackRock 2037 Municipal Target Term Trust Common
0.46%$21.55+0.0%$21.56Oct 27, 20221
AESThe Aes Corp
0.45%$15.19−1.7%$14.93Jan 17, 20241
SNOWSnowflake Inc. Class A
0.45%$339.78−2.0%$332.85Oct 22, 20211
OXYOccidental Petroleum Corp
0.43%$61.22−4.9%$58.21May 9, 20241
ARCCAres Capital Corporation
0.41%$5.20+255%$18.45Apr 2, 20205
KMBKimberly-Clark Corp
0.41%$107.95−10.6%$96.48Dec 11, 20231
MGMMGM Resorts International
0.38%$35.54−15.6%$30.00Jan 4, 20231
IRMIron Mountain Incorporated
0.38%$19.90+482%$115.75Jul 9, 20208
RAMPLiveRamp Holdings, Inc.
0.36%$47.38−20.6%$37.61Jun 29, 20211
GLADGladstone Capital Corporation
0.33%$5.49+241%$18.72Apr 2, 20205
AREAlexandria Real Estate Equities, Inc.
0.29%$120.93−62.6%$45.21Apr 2, 20207
PAGSPagSeguro Digital Ltd.
0.24%$39.17−73.2%$10.51Nov 20, 20202
FMCFMC Corp
0.08%$49.45−81.6%$9.09Dec 11, 20231
ABTAbbott Laboratories
0.05%$95.87+3.0%$98.73Oct 17, 20222

Thomas R. Carper's buys and sells

Sep 5, 2017 to Dec 13, 2024, 352 disclosed after the 45-day deadline.

StockActionAmountTradedDisclosed
AYSpouseAtlantica Yield Plc
Sold$1K–$15KDec 13, 2024Jan 2, 202520 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KAug 1, 2024Sep 3, 202433 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KAug 1, 2024Sep 3, 202433 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KAug 1, 2024Sep 3, 202433 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KAug 1, 2024Sep 3, 202433 days later
UBS CONTINGENT AUTOCALL MET Rate/Coupon: 10.5% Matures: 01/16/2026BondSpouse
Sold$15K–$50KJul 18, 2024Aug 2, 202415 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KJun 17, 2024Jul 1, 202414 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KJun 13, 2024Jul 1, 202418 days later
US TREASURY BILLOtherSpouse
Sold$100K–$250KJun 13, 2024Jul 1, 202418 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJun 13, 2024Jul 1, 202418 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KJun 13, 2024Jul 1, 202418 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KJun 12, 2024Jul 1, 202419 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJun 12, 2024Jul 1, 202419 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KJun 12, 2024Jul 1, 202419 days later
TGTSpouseTarget Corp
Bought$1K–$15KMay 22, 2024Jun 3, 202412 days later
VEAOtherSpouseVanguard FTSE Developed Markets ETF
Bought$1K–$15KMay 16, 2024Jun 3, 202418 days later
PRFOtherSpouseInvesco FTSE RAFI US 1000 ETF
Sold$1K–$15KMay 16, 2024Jun 3, 202418 days later
VIGOtherSpouseVanguard Div Appreciation ETF
Bought$1K–$15KMay 16, 2024Jun 3, 202418 days later
COWZOtherSpousePacer US Cash Cows 100 Index
Bought$1K–$15KMay 16, 2024Jun 3, 202418 days later
ICOWOtherSpousePacer Developed Markets International Cash
Bought$1K–$15KMay 16, 2024Jun 3, 202418 days later
EFADOtherSpouseProshares MSCI EAFE Dividend Growers ETF
Sold$1K–$15KMay 16, 2024Jun 3, 202418 days later
FDRROtherSpouseFidelity Dividend ETF For Rising Rates
Sold part$1K–$15KMay 16, 2024Jun 3, 202418 days later
VEAOtherSpouseVanguard FTSE Developed Markets ETF
Bought$1K–$15KMay 16, 2024Jun 3, 202418 days later
EFADOtherSpouseProshares MSCI EAFE Dividend Growers ETF
Sold$1K–$15KMay 16, 2024Jun 3, 202418 days later
SMDVOtherSpouseProShares Russell 2000 Dividend Growers ETF
Sold$1K–$15KMay 15, 2024Jun 3, 202419 days later
CALFOtherSpousePacer US Small Cap Cash Cows 100 ETF
Bought$1K–$15KMay 15, 2024Jun 3, 202419 days later
SRVROtherSpousePacer Benchmark Data & Infrastructure Real Estate
Bought$1K–$15KMay 14, 2024Jun 3, 202420 days later
MOOOtherSpouseVanEck Agribusiness ETF
Sold$1K–$15KMay 14, 2024Jun 3, 202420 days later
ATKRSpouseAtkore Inc
Sold$1K–$15KMay 9, 2024Jun 3, 202425 days later
TTESpouseTotalEnergies SE
Sold$1K–$15KMay 9, 2024Jun 3, 202425 days later
SBUXSpouseStarbucks Corp
Sold$1K–$15KMay 9, 2024Jun 3, 202425 days later
EMRSpouseEmerson Electric Company
Bought$1K–$15KMay 9, 2024Jun 3, 202425 days later
OXYSpouseOccidental Petroleum Corp
Bought$1K–$15KMay 9, 2024Jun 3, 202425 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KMay 2, 2024Jun 3, 202432 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KMay 2, 2024Jun 3, 202432 days later
US TREASURY BILLOtherSpouse
Sold$100K–$250KMay 2, 2024Jun 3, 202432 days later
US TREASURY BILLOtherSpouse
Bought$100K–$250KMay 2, 2024Jun 3, 202432 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KMay 2, 2024Jun 3, 202432 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KMay 1, 2024Jun 3, 202433 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KMay 1, 2024Jun 3, 202433 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KMay 1, 2024Jun 3, 202433 days later
VLOSpouseValero Energy Corp
Sold part$1K–$15KApr 11, 2024Apr 30, 202419 days later
ENBSpouseEnbridge Inc
Bought$1K–$15KApr 11, 2024Apr 30, 202419 days later
JPM CONTINGENT AUTOCALL C Rate/Coupon: 10% Matures: 04/01/2024BondSpouse
Sold$15K–$50KApr 1, 2024Apr 30, 202429 days later
US TREASURY BILLOtherSpouse
Bought$1K–$15KMar 28, 2024Mar 29, 20241 days later
US TREASURY BILLOtherSpouse
Bought$1K–$15KMar 28, 2024Mar 29, 20241 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KMar 28, 2024Mar 29, 20241 days later
DSpouseDominion Energy Inc
Bought$1K–$15KMar 28, 2024Mar 29, 20241 days later
MOSSpouseMosaic Company
Sold$1K–$15KMar 28, 2024Mar 29, 20241 days later
NTRSpouseNutrien Ltd
Bought$1K–$15KMar 28, 2024Mar 29, 20241 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KMar 26, 2024Mar 29, 20243 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KMar 26, 2024Mar 29, 20243 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KMar 26, 2024Mar 29, 20243 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KMar 26, 2024Mar 29, 20243 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KMar 25, 2024Mar 29, 20244 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KMar 25, 2024Mar 29, 20244 days later
INODSpouseInnodata Inc
Sold$1K–$15KMar 21, 2024Mar 29, 20248 days later
SOFISpouseSofi Technologies Inc
Sold$1K–$15KMar 21, 2024Mar 29, 20248 days later
ALTMSpouseArcadium Lithium Plc
Bought$1K–$15KMar 21, 2024Mar 29, 20248 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KMar 19, 2024Mar 29, 202410 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KMar 19, 2024Mar 29, 202410 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KMar 19, 2024Mar 29, 202410 days later
RYDER SYSTEM INC Rate/Coupon: 3.65% Matures: 03/18/2024BondSpouse
Sold$1K–$15KMar 18, 2024Mar 29, 202411 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KMar 18, 2024Mar 29, 202411 days later
TAMPA ELECTRIC CO Rate/Coupon: 4.9% Matures: 03/01/2029BondSpouse
Bought$1K–$15KMar 15, 2024Mar 29, 202414 days later
CEFOtherSpouseSprott Physical Gold & Silver Trust
Sold part$1K–$15KMar 13, 2024Mar 29, 202416 days later
CEFOtherSpouseSprott Physical Gold & Silver Trust
Sold part$1K–$15KMar 13, 2024Mar 29, 202416 days later
SQMSpouseSociedad Quimica Y Minera S.A. ADR
Bought$1K–$15KMar 13, 2024Mar 29, 202416 days later
CEFOtherSpouseSprott Physical Gold & Silver Trust
Sold part$1K–$15KMar 13, 2024Mar 29, 202416 days later
GLDOtherSpouseSPDR Gold Trust
Sold part$1K–$15KMar 13, 2024Mar 29, 202416 days later
ETRNSpouseEquitrans Midstream Corp
Sold$1K–$15KMar 11, 2024Mar 29, 202418 days later
NVDASpouseNvidia Corp
Bought$1K–$15KMar 7, 2024Mar 29, 202422 days later
AAPLSpouseApple Inc
Sold part$1K–$15KMar 7, 2024Mar 29, 202422 days later
ICLNOtherGlobal Clean Energy Ishares ETF
Bought$50K–$100KMar 5, 2024Mar 29, 202424 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KFeb 22, 2024Mar 4, 202411 days later
TGTSpouseTarget Corp
Bought$1K–$15KFeb 16, 2024Mar 4, 202417 days later
EQNRSpouseEquinor ASA
Sold$1K–$15KFeb 16, 2024Mar 4, 202417 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KFeb 8, 2024Mar 4, 202425 days later
US TREASURY BILLOtherSpouse
Sold$100K–$250KFeb 8, 2024Mar 4, 202425 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KFeb 8, 2024Mar 4, 202425 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KFeb 8, 2024Mar 4, 202425 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KFeb 7, 2024Mar 4, 202426 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJan 18, 2024Feb 2, 202415 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJan 18, 2024Feb 2, 202415 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJan 18, 2024Feb 2, 202415 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJan 17, 2024Feb 2, 202416 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJan 17, 2024Feb 2, 202416 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Bought$1K–$15KJan 17, 2024Feb 2, 202416 days later
AESSpouseThe Aes Corp
Bought$1K–$15KJan 17, 2024Feb 2, 202416 days later
TTESpouseTotalEnergies SE
Sold part$1K–$15KJan 17, 2024Feb 2, 202416 days later
SBUXSpouseStarbucks Corp
Bought$1K–$15KJan 17, 2024Feb 2, 202416 days later
VLOSpouseValero Energy Corp
Bought$1K–$15KJan 17, 2024Feb 2, 202416 days later
METSpouseMetlife Inc
Sold part$1K–$15KJan 17, 2024Feb 2, 202416 days later
CMESpouseCME Group Inc
Bought$1K–$15KJan 17, 2024Feb 2, 202416 days later
ETRNSpouseEquitrans Midstream Corp
Bought$1K–$15KJan 17, 2024Feb 2, 202416 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Bought$1K–$15KJan 17, 2024Feb 2, 202416 days later
ABTSpouseAbbott Laboratories
Sold part$1K–$15KJan 17, 2024Feb 2, 202416 days later
BROADCOMCORP Rate/Coupon: 3.625% Matures: 01/15/2024BondSpouse
Sold$1K–$15KJan 16, 2024Feb 2, 202417 days later
SSpouseSentinelone Inc Cl A
Sold$1K–$15KJan 2, 2024Feb 2, 202431 days later
DELLSpouseDell Technologies Inc
Bought$1K–$15KJan 2, 2024Feb 2, 202431 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KDec 26, 2023Jan 3, 20248 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KDec 26, 2023Jan 3, 20248 days later
-- TACSpouseTRSWF TransAlta Renewables Inc (Exchanged) Transalta Corp (…
Exchange$1K–$15KDec 21, 2023Jan 3, 202413 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KDec 19, 2023Jan 3, 202415 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KDec 19, 2023Jan 3, 202415 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KDec 19, 2023Jan 3, 202415 days later
US TREASURY BILLOtherSpouse
Bought$100K–$250KDec 19, 2023Jan 3, 202415 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KDec 19, 2023Jan 3, 202415 days later
XCEMOtherSpouseColumbia EM Core Ex-China ETF
Bought$1K–$15KDec 18, 2023Jan 3, 202416 days later
SMDVOtherSpouseProShares Russell 2000 Dividend Growers ETF
Bought$1K–$15KDec 18, 2023Jan 3, 202416 days later
FDRROtherSpouseFidelity Dividend ETF For Rising Rates
Bought$1K–$15KDec 18, 2023Jan 3, 202416 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KDec 18, 2023Jan 3, 202416 days later
SBPYXOtherSpouseClearbridge Small Cap Growth Fd Cl I
Bought$15K–$50KDec 18, 2023Jan 3, 202416 days later
XCEMOtherSpouseColumbia EM Core Ex-China ETF
Bought$15K–$50KDec 18, 2023Jan 3, 202416 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Sold$15K–$50KDec 14, 2023Jan 3, 202420 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Sold$1K–$15KDec 14, 2023Jan 3, 202420 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Sold$1K–$15KDec 14, 2023Jan 3, 202420 days later
SBUXSpouseStarbucks Corp
Bought$1K–$15KDec 11, 2023Jan 3, 202423 days later
VLOSpouseValero Energy Corp
Bought$1K–$15KDec 11, 2023Jan 3, 202423 days later
DGXSpouseQuest Diagnostics Inc
Sold part$1K–$15KDec 11, 2023Jan 3, 202423 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company Ltd.
Sold part$1K–$15KDec 11, 2023Jan 3, 202423 days later
AGXSpouseArgan Inc
Sold$1K–$15KDec 11, 2023Jan 3, 202423 days later
MOSSpouseMosaic Company
Sold part$1K–$15KDec 11, 2023Jan 3, 202423 days later
GLPISpouseGaming and Leisure Properties, Inc.
Bought$1K–$15KDec 11, 2023Jan 3, 202423 days later
URAOtherSpouseGlobal X Uranium ETF
Sold part$1K–$15KDec 11, 2023Jan 3, 202423 days later
FNFSpouseFidelity National Financial
Sold$1K–$15KDec 11, 2023Jan 3, 202423 days later
FLNGSpouseFlex Lng Ltd
Bought$1K–$15KDec 11, 2023Jan 3, 202423 days later
IRMSpouseIron Mountain Inc
Sold part$1K–$15KDec 11, 2023Jan 3, 202423 days later
FMCSpouseFMC Corp
Bought$1K–$15KDec 11, 2023Jan 3, 202423 days later
KMBSpouseKimberly-Clark Corp
Bought$1K–$15KDec 11, 2023Jan 3, 202423 days later
PSQOtherSpouseProShares Short QQQ
Sold$1K–$15KOct 20, 2023Nov 2, 202313 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Bought$1K–$15KOct 20, 2023Nov 2, 202313 days later
PSQOtherSpouseProShares Short QQQ
Sold$1K–$15KOct 20, 2023Nov 2, 202313 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Bought$1K–$15KOct 20, 2023Nov 2, 202313 days later
PSQOtherSpouseProShares Short QQQ
Sold$1K–$15KOct 20, 2023Nov 2, 202313 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Bought$1K–$15KOct 20, 2023Nov 2, 202313 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KOct 19, 2023Nov 2, 202314 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KOct 19, 2023Nov 2, 202314 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KOct 19, 2023Nov 2, 202314 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KOct 19, 2023Nov 2, 202314 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KOct 19, 2023Nov 2, 202314 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KOct 18, 2023Nov 2, 202315 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KOct 18, 2023Nov 2, 202315 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KOct 18, 2023Nov 2, 202315 days later
RVNCSpouseRevance Therapeutics, Inc.
Bought$1K–$15KOct 4, 2023Nov 2, 202329 days later
GPCRSpouseStructure Therapeutics Inc
Sold$1K–$15KOct 4, 2023Nov 2, 202329 days later
US TREASURY BILLOtherSpouse
Sold$1K–$15KSep 26, 2023Oct 2, 20236 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KSep 26, 2023Oct 2, 20236 days later
US TREASURY BILLOtherSpouse
Bought$1K–$15KSep 25, 2023Oct 2, 20237 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KSep 25, 2023Oct 2, 20237 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KSep 21, 2023Oct 2, 202311 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KSep 21, 2023Oct 2, 202311 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KSep 21, 2023Oct 2, 202311 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KSep 21, 2023Oct 2, 202311 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KSep 21, 2023Oct 2, 202311 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KSep 20, 2023Oct 2, 202312 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KSep 20, 2023Oct 2, 202312 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KSep 20, 2023Oct 2, 202312 days later
RMDSpouseResmed Inc
Bought$1K–$15KAug 29, 2023Sep 5, 20237 days later
INODSpouseInnodata Inc
Bought$1K–$15KAug 29, 2023Sep 5, 20237 days later
NEESpouseNextera Energy
Bought$1K–$15KAug 29, 2023Sep 5, 20237 days later
SWKSSpouseSkyworks Solutions
Sold$1K–$15KAug 29, 2023Sep 5, 20237 days later
AQNSpouseAlgonquin Power and Utilities Corp
Sold$1K–$15KAug 29, 2023Sep 5, 20237 days later
CRWDSpouseCrowdstrike Holdings Inc
Sold$1K–$15KAug 29, 2023Sep 5, 20237 days later
NTLASpouseIntellia Therapeutics, Inc.
Sold$1K–$15KAug 25, 2023Sep 5, 202311 days later
PSQOtherSpouseProShares Short QQQ
Bought$1K–$15KAug 23, 2023Sep 5, 202313 days later
PSQOtherSpouseProShares Short QQQ
Bought$1K–$15KAug 23, 2023Sep 5, 202313 days later
PSQOtherSpouseProShares Short QQQ
Bought$1K–$15KAug 23, 2023Sep 5, 202313 days later
ROKSpouseRockwell Automation Inc
Bought$1K–$15KAug 22, 2023Sep 5, 202314 days later
MPWSpouseMedical Properties Trust
Sold$1K–$15KAug 22, 2023Sep 5, 202314 days later
PSQOtherSpouseProShares Short QQQ
Sold$1K–$15KAug 18, 2023Sep 5, 202318 days later
PSQOtherSpouseProShares Short QQQ
Sold$1K–$15KAug 18, 2023Sep 5, 202318 days later
XCEMOtherSpouseColumbia EM Core Ex-China ETF
Bought$1K–$15KAug 16, 2023Sep 5, 202320 days later
JHEMOtherSpouseJohn Hancock Multifactor Emerging Markets ETF
Sold$1K–$15KAug 16, 2023Sep 5, 202320 days later
JHEMOtherSpouseJohn Hancock Multifactor Emerging Markets ETF
Sold$1K–$15KAug 16, 2023Sep 5, 202320 days later
BAHSpouseBooz Allen Hamilton Holding Corp
Sold$1K–$15KAug 15, 2023Sep 5, 202321 days later
RMBSSpouseRambus Inc
Sold$1K–$15KAug 10, 2023Sep 5, 202326 days later
SOFISpouseSofi Technologies Inc
Bought$1K–$15KAug 10, 2023Sep 5, 202326 days later
FTNTSpouseFortinet Inc
Sold$1K–$15KAug 4, 2023Sep 5, 202332 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KAug 2, 2023Sep 5, 202334 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJul 28, 2023Aug 2, 20235 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJul 28, 2023Aug 2, 20235 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KJul 28, 2023Aug 2, 20235 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJul 27, 2023Aug 2, 20236 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJul 27, 2023Aug 2, 20236 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJul 13, 2023Aug 2, 202320 days later
PSQOtherSpouseProShares Short QQQ
Bought$1K–$15KJul 13, 2023Aug 2, 202320 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Sold$1K–$15KJul 13, 2023Aug 2, 202320 days later
US TREASURY BILLOtherSpouse
Sold$50K–$100KJul 13, 2023Aug 2, 202320 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJul 13, 2023Aug 2, 202320 days later
PSQOtherSpouseProShares Short QQQ
Bought$1K–$15KJul 13, 2023Aug 2, 202320 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Sold$15K–$50KJul 13, 2023Aug 2, 202320 days later
VZSpouseVerizon Communications Inc
Bought$1K–$15KJul 10, 2023Aug 2, 202323 days later
FNFSpouseFidelity National Financial
Bought$1K–$15KJul 10, 2023Aug 2, 202323 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJul 6, 2023Aug 2, 202327 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJul 6, 2023Aug 2, 202327 days later
US TREASURY BILLOtherSpouse
Sold$1K–$15KJun 20, 2023Jun 30, 202310 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJun 20, 2023Jun 30, 202310 days later
ETNSpouseEaton Corporation, PLC Ordinary Shares
Sold$1K–$15KJun 20, 2023Jun 30, 202310 days later
TTSpouseTrane Technologies plc
Bought$1K–$15KJun 20, 2023Jun 30, 202310 days later
US TREASURY BILLOtherSpouse
Bought$1K–$15KJun 16, 2023Jun 30, 202314 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJun 16, 2023Jun 30, 202314 days later
NVDASpouseNVIDIA Corporation
Sold part$1K–$15KMay 25, 2023Jun 30, 202336 days later
BAHSpouseBooz Allen Hamilton Holding Corporation Common Sto
Bought$1K–$15KMay 22, 2023Jun 30, 202339 days later
NTLASpouseIntellia Therapeutics, Inc.
Bought$1K–$15KMay 22, 2023Jun 30, 202339 days later
KEYSSpouseKeysight Technologies Inc.
Sold$1K–$15KMay 22, 2023Jun 30, 202339 days later
DISSpouseWalt Disney Company (The)
Sold$1K–$15KMay 22, 2023Jun 30, 202339 days later
PYPLSpousePayPal Holdings, Inc.
Sold$1K–$15KMay 9, 2023Jun 30, 202352 days later · late
US TREASURY BILLOtherSpouse
Bought$50K–$100KMay 9, 2023Jun 30, 202352 days later · late
US TREASURY BILLOtherSpouse
Sold$1K–$15KMay 2, 2023Jun 30, 202359 days later · late
US TREASURY BILLOtherSpouse
Sold$50K–$100KMay 2, 2023Jun 30, 202359 days later · late
US TREASURY BILLOtherSpouse
Sold$1K–$15KMay 2, 2023Jun 30, 202359 days later · late
US TREASURY BILLOtherSpouse
Sold$15K–$50KMay 2, 2023Jun 30, 202359 days later · late
US TREASURY BILLOtherSpouse
Bought$1K–$15KMay 1, 2023Jun 30, 202360 days later · late
US TREASURY BILLOtherSpouse
Bought$15K–$50KMay 1, 2023Jun 30, 202360 days later · late
NVSSpouseNovartis AG
Bought$1K–$15KApr 26, 2023May 1, 20235 days later
TMOSpouseThermo Fisher Scientific Inc
Sold part$1K–$15KApr 26, 2023May 1, 20235 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KApr 20, 2023May 1, 202311 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KApr 20, 2023May 1, 202311 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KApr 19, 2023May 1, 202312 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KApr 19, 2023May 1, 202312 days later
FIMKXOtherSpouseFidelity Advisor Emerging Markets Fund Class I
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
FCPIXOtherSpouseFidelity Advisor International Capital Appreciat
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
JHMMOtherSpouseJohn Hancock Multifactor Mid Cap ETF
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
SBIOOtherSpouseAlps Medical Breakthroughs ETF
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
LGISpouseLazard Global Total Return and Income Fund Common
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
BRKRSpouseBruker Corporation
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
AVNTSpouseAvient Corporation
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
FDNOtherSpouseFirst Trust Dow Jones Internet ETF
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
RTHOtherSpouseVanEck Retail ETF
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
SNDRSpouseSchneider National, Inc.
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
DGRSOtherSpouseWisdomTree U.S. SmallCap Quality Dividend Growth F
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
MRVLSpouseMarvell Technology Group Ltd.
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
ALGMSpouseAllegro MicroSystems, Inc.
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
DIODSpouseDiodes Incorporated
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
VSHSpouseVishay Intertechnology, Inc.
Sold$1K–$15KApr 17, 2023May 1, 202314 days later
UAASpouseUnder Armour, Inc. Class A
Sold$1K–$15KApr 13, 2023May 1, 202318 days later
UASpouseUnder Armour, Inc. Class C
Sold$1K–$15KApr 13, 2023May 1, 202318 days later
CSCOSpouseCisco Systems, Inc.
Sold$15K–$50KApr 13, 2023May 1, 202318 days later
US TREASURY BILLOtherSpouse
Bought$50K–$100KApr 13, 2023May 1, 202318 days later
US TREASURY BILLOtherSpouse
Sold$1K–$15KMar 23, 2023Apr 3, 202311 days later
US TREASURY BILLOtherSpouse
Bought$1K–$15KMar 23, 2023Apr 3, 202311 days later
US TREASURY BILLOtherSpouse
Sold$1K–$15KMar 23, 2023Apr 3, 202311 days later
US TREASURY BILLOtherSpouse
Bought$1K–$15KMar 23, 2023Apr 3, 202311 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KMar 23, 2023Apr 3, 202311 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KMar 23, 2023Apr 3, 202311 days later
AAPLSpouseApple Inc.
Sold part$15K–$50KMar 7, 2023Apr 3, 202327 days later
US TREASURY BILLOtherSpouse
Bought$1K–$15KFeb 28, 2023Mar 1, 20231 days later
QCOMSpouseQUALCOMM Incorporated
Sold part$1K–$15KFeb 21, 2023Mar 1, 20238 days later
SBUXSpouseStarbucks Corporation
Sold$1K–$15KFeb 21, 2023Mar 1, 20238 days later
VFHOtherSpouseVanguard Financials ETF
Sold$1K–$15KFeb 21, 2023Mar 1, 20238 days later
SQMSpouseSociedad Quimica y Minera S.A.
Bought$1K–$15KFeb 21, 2023Mar 1, 20238 days later
WMSpouseWaste Management, Inc.
Bought$1K–$15KFeb 21, 2023Mar 1, 20238 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company Ltd.
Sold part$1K–$15KFeb 21, 2023Mar 1, 20238 days later
AGXSpouseArgan, Inc.
Bought$1K–$15KFeb 21, 2023Mar 1, 20238 days later
KBEOtherSpouseSPDR S&P Bank ETF
Sold$1K–$15KFeb 21, 2023Mar 1, 20238 days later
HASISpouseHannon Armstrong Sustainable Infrastructure Capita
Bought$1K–$15KFeb 21, 2023Mar 1, 20238 days later
MOSSpouseMosaic Company (The)
Bought$1K–$15KFeb 21, 2023Mar 1, 20238 days later
FPISpouseFarmland Partners Inc.
Bought$1K–$15KFeb 21, 2023Mar 1, 20238 days later
RTHOtherSpouseVanEck Retail ETF
Sold$1K–$15KFeb 21, 2023Mar 1, 20238 days later
BSMSpouseBlack Stone Minerals, L.P. Common units representi
Bought$1K–$15KFeb 21, 2023Mar 1, 20238 days later
RTXSpouseRaytheon Technologies Corporation
Bought$1K–$15KFeb 21, 2023Mar 1, 20238 days later
IRMSpouseIron Mountain Incorporated (Delaware)Common Stock
Sold part$1K–$15KFeb 21, 2023Mar 1, 20238 days later
APOSpouseApollo Global Management, Inc. Class A Common Stoc
Sold part$1K–$15KFeb 21, 2023Mar 1, 20238 days later
ABYIXOtherSpouseAbbey Capital Futures Strategy Fund- Class I Sha
Sold part$1K–$15KFeb 15, 2023Mar 1, 202314 days later
MBXIXOtherSpouseCatalyst/Millburn Hedge Strategy Fund Class I
Sold part$1K–$15KFeb 15, 2023Mar 1, 202314 days later
LUBYXOtherSpouseLord Abbett Ultra Short Bond Fund Class I
Sold$15K–$50KFeb 15, 2023Mar 1, 202314 days later
US TREASURY BILLOtherSpouse
Bought$1K–$15KFeb 15, 2023Mar 1, 202314 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KFeb 15, 2023Mar 1, 202314 days later
JHMMOtherSpouseJohn Hancock Multifactor Mid Cap ETF
Sold part$1K–$15KFeb 15, 2023Mar 1, 202314 days later
VHTOtherSpouseVanguard Health Care ETF
Bought$1K–$15KFeb 15, 2023Mar 1, 202314 days later
SBIOOtherSpouseALPS Medical Breakthroughs ETF
Sold$1K–$15KFeb 15, 2023Mar 1, 202314 days later
IVVOtherSpouseiShares Core S&P 500 ETF
Bought$1K–$15KFeb 15, 2023Mar 1, 202314 days later
IJROtherSpouseiShares Core S&P Small-Cap ETF
Bought$1K–$15KFeb 15, 2023Mar 1, 202314 days later
IWDOtherSpouseiShares Russell 1000 Value ETF
Bought$1K–$15KFeb 15, 2023Mar 1, 202314 days later
CDLOtherSpouseVictoryShares US Large Cap High Div Volatility Wtd
Sold$1K–$15KFeb 15, 2023Mar 1, 202314 days later
SPGPOtherSpouseInvesco S&P 500 GARP ETF
Sold part$1K–$15KFeb 15, 2023Mar 1, 202314 days later
GNROtherSpouseSPDR S&P Global Natural Resources ETF
Sold part$1K–$15KFeb 15, 2023Mar 1, 202314 days later
LDPSpouseCohen & Steers Limited Duration Preferred and Inco
Sold$1K–$15KFeb 15, 2023Mar 1, 202314 days later
QTECOtherSpouseFirst Trust NASDAQ-100-Technology Sector Index Fun
Bought$1K–$15KFeb 15, 2023Mar 1, 202314 days later
FDNOtherSpouseFirst Trust DJ Internet Index Fund
Sold$1K–$15KFeb 15, 2023Mar 1, 202314 days later
RTHOtherSpouseVanEck Retail ETF
Sold$1K–$15KFeb 15, 2023Mar 1, 202314 days later
MOOOtherSpouseVanEck Agribusiness ETF
Sold part$1K–$15KFeb 15, 2023Mar 1, 202314 days later
IGHGOtherSpouseProShares Investment Grade-Interest Rate Hedged
Bought$1K–$15KFeb 15, 2023Mar 1, 202314 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Bought$1K–$15KFeb 15, 2023Mar 1, 202314 days later
FDRROtherSpouseFidelity Dividend ETF for Rising Rates
Sold part$1K–$15KFeb 15, 2023Mar 1, 202314 days later
FQALOtherSpouseFidelity Quality Factor ETF
Sold$1K–$15KFeb 15, 2023Mar 1, 202314 days later
NXTGOtherSpouseFirst Trust Indxx NextG ETF
Sold$1K–$15KFeb 15, 2023Mar 1, 202314 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KJan 31, 2023Feb 2, 20232 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJan 31, 2023Feb 2, 20232 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KJan 31, 2023Feb 2, 20232 days later
RIOSpouseRio Tinto Plc
Sold$1K–$15KJan 18, 2023Feb 2, 202315 days later
FPISpouseFarmland Partners Inc.
Bought$1K–$15KJan 18, 2023Feb 2, 202315 days later
UBS CONTINGENT AUTOCALL MET Rate/Coupon: 10.5% Matures: 01/16/2026BondSpouse
Bought$15K–$50KJan 13, 2023Feb 2, 202320 days later
AQNSpouseAlgonquin Power and Utilities Corp
Sold$1K–$15KJan 12, 2023Feb 2, 202321 days later
AMTSpouseAmerican Tower Corporation (REIT)
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
SRVROtherSpousePacer Benchmark Data & Infrastructure Real Estate
Sold$1K–$15KJan 11, 2023Feb 2, 202322 days later
MOOOtherSpouseVanEck Agribusiness ETF
Sold$1K–$15KJan 11, 2023Feb 2, 202322 days later
ATKRSpouseAtkore Inc.
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
HOLXSpouseHologic, Inc.
Sold$1K–$15KJan 11, 2023Feb 2, 202322 days later
BHPSpouseBHP Group Limited American Depositary Shares (Each
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
RMDSpouseResMed Inc.
Sold$1K–$15KJan 11, 2023Feb 2, 202322 days later
CVSSpouseCVS Health Corporation
Sold part$1K–$15KJan 11, 2023Feb 2, 202322 days later
TUSpouseTelus Corporation Ordinary Shares
Sold$1K–$15KJan 11, 2023Feb 2, 202322 days later
DLRSpouseDigital Realty Trust, Inc.
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
AXSSpouseAxis Capital Holdings Limited
Sold$1K–$15KJan 11, 2023Feb 2, 202322 days later
CMESpouseCME Group Inc.
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
SANDSpouseSandstorm Gold Ltd. Ordinary Shares (Canada)
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
BSMSpouseBlack Stone Minerals, L.P. Common units representi
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
URAOtherSpouseGlobal X Uranium ETF
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
FLNGSpouseFLEX LNG Ltd. Ordinary Shares
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
EQNRSpouseEquinor ASA
Bought$1K–$15KJan 11, 2023Feb 2, 202322 days later
MCDSpouseMcDonald's Corporation
Sold$1K–$15KJan 11, 2023Feb 2, 202322 days later
MAXRSpouseMaxar Technologies Inc
Sold$1K–$15KJan 4, 2023Feb 2, 202329 days later
MGMSpouseMGM Resorts International
Bought$1K–$15KJan 4, 2023Feb 2, 202329 days later
JPM CONTINGENT AUTOCALL GILD SQGER Rate/Coupon: 8.0% Matures: 12/27/2024BondSpouse
Sold$15K–$50KDec 29, 2022Jan 5, 20237 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KDec 20, 2022Jan 5, 202316 days later
WIWSpouseWestern Asset Inflation-Linked Opportunities & Inc
Sold$1K–$15KNov 29, 2022Dec 9, 202210 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Bought$1K–$15KNov 29, 2022Dec 9, 202210 days later
WIWSpouseWestern Asset Inflation-Linked Opportunities & Inc
Sold$1K–$15KNov 29, 2022Dec 9, 202210 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Bought$1K–$15KNov 29, 2022Dec 9, 202210 days later
US TREASURY BILLOtherSpouse
Sold$15K–$50KNov 29, 2022Dec 9, 202210 days later
WIWSpouseWestern Asset Inflation-Linked Opportunities & Inc
Sold$15K–$50KNov 15, 2022Dec 9, 202224 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Bought$15K–$50KNov 15, 2022Dec 9, 202224 days later
LUBYXOtherSpouseLord Abbett Ultra Short Bond Fund Class I
Sold$1K–$15KNov 8, 2022Dec 9, 202231 days later
WIWSpouseWestern Asset Inflation-Linked Opportunities & Inc
Sold$1K–$15KNov 8, 2022Dec 9, 202231 days later
LDPSpouseCohen & Steers Limited Duration Preferred and Inco
Sold$1K–$15KNov 8, 2022Dec 9, 202231 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Bought$15K–$50KNov 8, 2022Dec 9, 202231 days later
BMNSpouseBlackRock 2037 Municipal Target Term Trust Common
Bought$1K–$15KOct 27, 2022Nov 3, 20227 days later
US TREASURY BILLOtherSpouse
Bought$15K–$50KOct 17, 2022Nov 3, 202217 days later
MBXIXOtherSpouseCatalyst/Millburn Hedge Strategy Fund Class I
Bought$1K–$15KOct 17, 2022Nov 3, 202217 days later
GSMYXOtherSpouseGoldman Sachs Small/Mid-Cap Growth Fund Inst Cl
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
SBPYXOtherSpouseClearbridge Small Cap Growth Fd Cl I
Bought$1K–$15KOct 17, 2022Nov 3, 202217 days later
FIMKX - Fidelity Advisor Focused Emerging Markets IOtherSpouse
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
FCPIXOtherSpouseFidelity Advisor International Capital Appreciat
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
VZSpouseVerizon Communications Inc.
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
CVSSpouseCVS Health Corporation
Bought$1K–$15KOct 17, 2022Nov 3, 202217 days later
DLRSpouseDigital Realty Trust, Inc.
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company Ltd.
Bought$1K–$15KOct 17, 2022Nov 3, 202217 days later
MPWSpouseMedical Properties Trust, Inc.
Bought$1K–$15KOct 17, 2022Nov 3, 202217 days later
SRVROtherSpousePacer Benchmark Data & Infrastructure Real Estate
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
LDPSpouseCohen & Steers Limited Duration Preferred and Inco
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
EFADOtherSpouseProShares Trust ProShares MSCI EAFE Dividend Growe
Bought$1K–$15KOct 17, 2022Nov 3, 202217 days later
GMRESpouseGlobal Medical REIT Inc.
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
JHEMOtherSpouseJohn Hancock Multifactor Emerging Markets ETF
Bought$1K–$15KOct 17, 2022Nov 3, 202217 days later
ABTSpouseAbbott Laboratories
Bought$1K–$15KOct 17, 2022Nov 3, 202217 days later
DISSpouseWalt Disney Company (The)
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
INTCSpouseIntel Corporation
Sold$1K–$15KOct 17, 2022Nov 3, 202217 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Bought$1K–$15KOct 10, 2022Nov 3, 202224 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Bought$1K–$15KOct 10, 2022Nov 3, 202224 days later
PSQOtherSpouseProShares Short QQQ
Sold$1K–$15KOct 10, 2022Nov 3, 202224 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Bought$1K–$15KOct 10, 2022Nov 3, 202224 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Bought$15K–$50KOct 10, 2022Nov 3, 202224 days later
PSQOtherSpouseProShares Short QQQ
Sold$1K–$15KOct 5, 2022Nov 3, 202229 days later
PSQOtherSpouseProShares Short QQQ
Sold$1K–$15KOct 5, 2022Nov 3, 202229 days later
SHOtherSpouseProShares Short S&P500
Sold$1K–$15KOct 5, 2022Nov 3, 202229 days later
HDGEOtherSpouseRanger Equity Bear Bear ETF
Bought$1K–$15KOct 5, 2022Nov 3, 202229 days later
PSQOtherSpouseProShares Short QQQ
Sold$15K–$50KOct 5, 2022Nov 3, 202229 days later
HQLSpouseTeklaLife Sciences Investors
Sold$1K–$15KOct 4, 2022Nov 3, 202230 days later
JPM Contingent Autocall C Rate/Coupon: 10% Matures: 04/01/2024BondSpouse
Sold$1K–$15KOct 4, 2022Nov 3, 202230 days later
NIDSpouseNuveen Intermediate Duration Municipal Term Fund C
Sold$15K–$50KOct 4, 2022Nov 3, 202230 days later
SBIOOtherSpouseAlps Medical Breakthroughs ETF
Sold$1K–$15KOct 4, 2022Nov 3, 202230 days later
SHOtherSpouseProShares Short S&P500
Sold$1K–$15KSep 19, 2022Oct 4, 202215 days later
SHOtherSpouseProShares Short S&P500
Sold$1K–$15KSep 19, 2022Oct 4, 202215 days later
SHOtherSpouseProShares Short S&P500
Sold$15K–$50KSep 19, 2022Oct 4, 202215 days later
BCS Contingent Autocall COF Rate/Coupon: 10% Matures: 10/25/2024BondSpouse
Sold$15K–$50KSep 15, 2022Oct 4, 202219 days later
SQMSpouseSociedad Quimica y Minera S.A.
Sold$1K–$15KSep 8, 2022Oct 4, 202226 days later
SQMSpouseSociedad Quimica y Minera S.A.
Bought$1K–$15KAug 18, 2022Sep 2, 202215 days later
FASTSpouseFastenal Company
Sold$1K–$15KAug 18, 2022Sep 2, 202215 days later
MBXIXOtherSpouseCatalyst/Millburn Hedge Strategy Fund Class I
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
LUBYXOtherSpouseLord Abbett Ultra Short Bond Fund Class I
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
GSIMXOtherSpouseGoldman Sachs Gqg Partners International Opportu
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
GSMYXOtherSpouseGoldman Sachs Small/Mid-Cap Growth Fund Inst Cl
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
FIMKX - Fidelity Advisor Focused Emerging Markets IOtherSpouse
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
FCPIXOtherSpouseFidelity Advisor International Capital Appreciat
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
IJSOtherSpouseiShares S&P SmallCap 600 Value ETF
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
JHMMOtherSpouseJohn Hancock Multifactor Mid Cap ETF
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
WIWOtherSpouseWestern Asset Inflation-Linked Opportunities & Inc
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
IVVOtherSpouseiShares Core S&P 500
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
LGIOtherSpouseLazard Global Total Return and Income Fund Common
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
KREOtherSpouseSPDR S&P Regional Banking ETF
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
CDLOtherSpouseVictoryShares US Large Cap High Div Volatility Wtd
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
CFAOtherSpouseVictoryShares US 500 Volatility Wtd ETF
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
PRFOtherSpouseInvesco FTSE RAFI US 1000 ETF
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
EELVOtherSpouseS&P Emerging Markets Low Vol Invesco ETF
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
SPGPOtherSpouseInvesco S&P 500 GARP ETF
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
SRVROtherSpousePacer Benchmark Data & Infrastructure Real Estate
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
CEFOtherSpouseSprott Physical Gold & Silver Trust
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
GLDOtherSpouseSPDR Gold Trust
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
GNROtherSpouseSPDR S&P Global Natural Resources ETF
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
CIBROtherSpouseFirst Trust Nasdaq Cybersecurity ETF
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
LDPOtherSpouseCohen & Steers Limited Duration Preferred and Inco
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
QTECOtherSpouseFirst Trust NASDAQ-100-Technology Sector Index Fun
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
GDXJOtherSpouseVanEck Vectors Junior Gold Miners ETF
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
MOOOtherSpouseVanEck Agribusiness ETF
Sold part$1K–$15KAug 10, 2022Sep 2, 202223 days later
GSSCOtherSpouseGS Activebeta U.S. Small Cap Equity ETF
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
SMDVOtherSpouseProShares Russell 2000 Dividend Growers ETF
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
DGRSOtherSpouseWisdomTree U.S. SmallCap Quality Dividend Growth F
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
FINXOtherSpouseGlobal X FinTech ETF
Sold$1K–$15KAug 10, 2022Sep 2, 202223 days later
EFADOtherSpouseProShares Trust ProShares MSCI EAFE Dividend Growe
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
FDRROtherSpouseFidelity Dividend ETF For Rising Rates
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
FQALOtherSpouseFidelity Quality Factor ETF
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
JHEMOtherSpouseJohn Hancock Multifactor Emerging Markets ETF
Bought$1K–$15KAug 10, 2022Sep 2, 202223 days later
FIASXOtherSpouseFidelity Advisor International Small Cap Class A
Sold$15K–$50KAug 9, 2022Sep 2, 202224 days later
Broadcom Corp Rate/Coupon: 3.625% Matures: 01/15/2024BondSpouse
Bought$15K–$50KJun 21, 2022Jul 5, 202214 days later
Office Properties Income Trust Rate/Coupon: 4.0% Matures: 07/15/2022BondSpouse
Sold$1K–$15KJun 15, 2022Jul 5, 202220 days later
Ryder Systems Inc Rate/Coupon: 3.65% Matures: 03/18/2024BondSpouse
Bought$1K–$15KMay 23, 2022Jun 3, 202211 days later
Williams Companies Rate/Coupon: 3.35% Matures: 08/15/2022BondSpouse
Sold$1K–$15KMay 16, 2022Jun 3, 202218 days later
ABYIXOtherSpouseAbbey Capital Futures Strategy Fund- Class I Sha
Bought$1K–$15KMay 16, 2022Jun 3, 202218 days later
GSMYXOtherSpouseGoldman Sachs Small/Mid-Cap Growth Fund Inst Cl
Sold part$1K–$15KMay 16, 2022Jun 3, 202218 days later
FIMKX - Fidelity Advisor Focused Emerging Markets IOtherSpouse
Sold part$1K–$15KMay 16, 2022Jun 3, 202218 days later
FCPIXOtherSpouseFidelity Advisor International Capital Appreciat
Sold part$1K–$15KMay 16, 2022Jun 3, 202218 days later
JCISpouseJohnson Controls International plc Ordinary Share
Sold$1K–$15KMay 16, 2022Jun 3, 202218 days later
LUBYXOtherSpouseLord Abbett Ultra Short Bond Fund Class I
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
ABYIXOtherSpouseAbbey Capital Futures Strategy Fund- Class I Sha
Bought$1K–$15KMay 10, 2022Jun 3, 202224 days later
GSMYXOtherSpouseGoldman Sachs Small/Mid-Cap Growth Fund Inst Cl
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
IVVOtherSpouseiShares Core S&P 500 ETF
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
GLDOtherSpouseSPDR Gold Trust
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
GNROtherSpouseSPDR S&P Global Natural Resources ETF
Bought$1K–$15KMay 10, 2022Jun 3, 202224 days later
CIBROtherSpouseFirst Trust Nasdaq Cybersecurity ETF
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
QTECOtherSpouseFirst Trust NASDAQ-100-Technology Sector Index Fun
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
FDNOtherSpouseFirst Trust DJ Internet Index Fund
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
RTHOtherSpouseVanEck Vectors Retail ETF
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
FINXOtherSpouseGlobal X FinTech ETF
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
NXTGOtherSpouseFirst Trust Indxx Nextg ETF
Sold part$1K–$15KMay 10, 2022Jun 3, 202224 days later
MS Contingent autocall on Boeing Rate/Coupon: 8.35% Matures: 04/01/2022BondSpouse
Sold$1K–$15KApr 1, 2022May 3, 202232 days later
KWEBOtherSpouseKS Trust KS CSI China Internet ETF
Sold$1K–$15KMar 17, 2022Apr 5, 202219 days later
PSQOtherSpouseProShares Short QQQ
Bought$1K–$15KMar 15, 2022Apr 5, 202221 days later
SHOtherSpouseProShares Short S&P500
Bought$1K–$15KMar 15, 2022Apr 5, 202221 days later
PSQOtherSpouseProShares Short QQQ
Bought$1K–$15KMar 14, 2022Apr 5, 202222 days later
SHOtherSpouseProShares Short S&P500
Bought$1K–$15KMar 14, 2022Apr 5, 202222 days later
PSQOtherSpouseProShares Short QQQ
Bought$1K–$15KMar 14, 2022Apr 5, 202222 days later
SHOtherSpouseProShares Short S&P500
Bought$1K–$15KMar 14, 2022Apr 5, 202222 days later
PSQOtherSpouseProShares Short QQQ
Bought$15K–$50KMar 14, 2022Apr 5, 202222 days later
SHOtherSpouseProShares Short S&P500
Bought$15K–$50KMar 14, 2022Apr 5, 202222 days later
GLDOtherSpouseSPDR Gold Trust
Bought$1K–$15KMar 7, 2022Apr 5, 202229 days later
GNROtherSpouseSPDR S&P Global Natural Resources ETF
Bought$1K–$15KMar 7, 2022Apr 5, 202229 days later
MOOOtherSpouseVanEck Vectors Agribusiness ETF
Bought$1K–$15KMar 7, 2022Apr 5, 202229 days later
MAXRSpouseMaxar Technologies Inc
Sold part$1K–$15KMar 7, 2022Apr 5, 202229 days later
GLDOtherSpouseSPDR Gold Trust
Bought$1K–$15KMar 7, 2022Apr 5, 202229 days later
GNROtherSpouseSPDR S&P Global Natural Resources ETF
Bought$1K–$15KMar 7, 2022Apr 5, 202229 days later
GDXJOtherSpouseVanEck Junior Gold Miners ETF
Bought$1K–$15KMar 7, 2022Apr 5, 202229 days later
MOOOtherSpouseVanEck Vectors Agribusiness ETF
Bought$1K–$15KMar 7, 2022Apr 5, 202229 days later
FCPIXOtherSpouseFidelity Advisor International Capital Appreciat
Sold part$1K–$15KMar 7, 2022Apr 5, 202229 days later
SBIOOtherSpouseAlps Medical Breakthroughs ETF
Sold part$1K–$15KMar 7, 2022Apr 5, 202229 days later
CFAOtherSpouseVictoryShares US 500 Volatility Wtd ETF
Sold part$1K–$15KMar 7, 2022Apr 5, 202229 days later
DGRSOtherSpouseWisdomTree U.S. SmallCap Quality Dividend Growth F
Sold part$1K–$15KMar 7, 2022Apr 5, 202229 days later
NXTGOtherSpouseFirst Trust Indxx Nextg ETF
Sold part$1K–$15KMar 7, 2022Apr 5, 202229 days later
HSBC Autocall on Broadcom Rate/Coupon: 9.2% Matures: 11/22/2024BondSpouse
Sold$15K–$50KFeb 25, 2022Mar 3, 20226 days later
LUBFXOtherSpouseLord Abbett Ultra Short Bond Fund Class F
Sold part$1K–$15KJan 31, 2022Feb 3, 20223 days later
GEMIXOtherSpouseGoldman Sachs Emerging Markets Equity Fund Insti
Sold$1K–$15KJan 31, 2022Feb 3, 20223 days later
CEFOtherSpouseSprott Physical Gold & Silver Trust
Sold$1K–$15KJan 31, 2022Feb 3, 20223 days later
XAROtherSpouseSPDR S&P Aerospace & Defense ETF
Sold$1K–$15KJan 31, 2022Feb 3, 20223 days later
PTMCOtherSpousePacer Trendpilot US Mid Cap ETF
Sold$1K–$15KJan 31, 2022Feb 3, 20223 days later
FIMKXOtherSpouseFidelity Advisor Emerging Markets Fund
Sold part$1K–$15KJan 31, 2022Feb 3, 20223 days later
JHMMOtherSpouseJohn Hancock Multifactor Mid Cap ETF
Bought$1K–$15KJan 31, 2022Feb 3, 20223 days later
WIWSpouseWestern Asset Inflation-Linked Opportunities & Inc
Bought$1K–$15KJan 31, 2022Feb 3, 20223 days later
NVDASpouseNVIDIA Corporation
Bought$1K–$15KJan 31, 2022Feb 3, 20223 days later
GNROtherSpouseSPDR S&P Global Natural Resources ETF
Bought$1K–$15KJan 31, 2022Feb 3, 20223 days later
ITAOtherSpouseiShares U.S. Aerospace & Defense ETF
Bought$1K–$15KJan 31, 2022Feb 3, 20223 days later
MOOOtherSpouseVaneck Agribusiness ETF
Bought$1K–$15KJan 31, 2022Feb 3, 20223 days later
SISpouseSilvergate Capital Corporation Class A Common Stoc
Bought$1K–$15KJan 31, 2022Feb 3, 20223 days later
FIMKXOtherSpouseFidelity Advisor Emerging Markets Fund
Bought$1K–$15KJan 26, 2022Feb 3, 20228 days later
JHMMOtherSpouseJohn Hancock Multifactor Mid Cap ETF
Bought$1K–$15KJan 26, 2022Feb 3, 20228 days later
WIWOtherSpouseWestern Asset Inflation-Linked Opportunities & Inc
Bought$1K–$15KJan 26, 2022Feb 3, 20228 days later
KREOtherSpouseS&P Regional Banking ETF SPDR
Bought$1K–$15KJan 26, 2022Feb 3, 20228 days later
SRVROtherSpousePacer Benchmark & Infrastructure Real Estate ETF
Bought$1K–$15KJan 26, 2022Feb 3, 20228 days later
ITAOtherSpouseiShares U.S. Aerospace & Defense ETF
Bought$1K–$15KJan 26, 2022Feb 3, 20228 days later
MOOOtherSpouseVaneck Agribusiness ETF
Bought$1K–$15KJan 26, 2022Feb 3, 20228 days later
GEMIXOtherSpouseGoldman Sachs Emerging Markets Equity Fund Insti
Sold$1K–$15KJan 26, 2022Feb 3, 20228 days later
XAROtherSpouseSPDR S&P Aerospace & Defense ETF
Sold$1K–$15KJan 26, 2022Feb 3, 20228 days later
GLDOtherSpouseSPDR Gold Trust
Sold part$1K–$15KJan 26, 2022Feb 3, 20228 days later
IVOOOtherSpouseVanguard S&P Mid-Cap 400 ETF
Sold part$1K–$15KJan 26, 2022Feb 3, 20228 days later
CIBROtherSpouseFirst Trust Nasdaq Cybersecurity ETF
Sold part$1K–$15KJan 26, 2022Feb 3, 20228 days later
KBAOtherSpouseKraneShares Bosera MSCI China A ETF
Sold$1K–$15KJan 26, 2022Feb 3, 20228 days later
FDNOtherSpouseFirst Trust Dow Jones Internet ETF
Sold part$1K–$15KJan 26, 2022Feb 3, 20228 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Sold part$1K–$15KJan 26, 2022Feb 3, 20228 days later
TSMSpouseTaiwan Semiconductor Manufacturing Company Ltd.
Sold part$1K–$15KJan 19, 2022Mar 28, 2023433 days later · late
CSpouseCitigroup, Inc.
Sold$1K–$15KJan 18, 2022Feb 3, 202216 days later
IWNOtherSpouseiShares Russell 2000 Value ETF
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
TTESpouseTotalEnergies SE
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
QCOMSpouseQUALCOMM Incorporated
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
ARCCSpouseAres Capital Corporation Closed End Fund
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
LMTSpouseLockheed Martin Corporation
Sold$1K–$15KJan 18, 2022Feb 3, 202216 days later
FXIOtherSpouseiShares China Large-Cap ETF
Sold$1K–$15KJan 18, 2022Feb 3, 202216 days later
CVSSpouseCVS Health Corporation
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
NVDASpouseNVIDIA Corporation
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
METSpouseMetLife, Inc.
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
AXSSpouseAxis Capital Holdings Limited
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
GLADSpouseGladstone Capital Corporation
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
HASISpouseHannon Armstrong Sustainable Infrastructure Capita
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
ETNSpouseEaton Corporation, PLC Ordinary Shares
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
XAROtherSpouseSPDR S&P Aerospace & Defense ETF
Sold$1K–$15KJan 18, 2022Feb 3, 202216 days later
ABBVSpouseAbbVie Inc.
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
RTXSpouseRaytheon Technologies Corporation
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
GBILOtherSpouseGoldman Sachs Access Treasury 0-1 Year ETF
Sold$15K–$50KJan 18, 2022Feb 3, 202216 days later
IRMSpouseIron Mountain Incorporated (Delaware)Common Stock
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
APOSpouseApollo Global Management, Inc. Class A Common Stoc
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
LHXSpouseL3Harris Technologies, Inc.
Sold part$1K–$15KJan 18, 2022Feb 3, 202216 days later
FIMKXOtherSpouseFidelity Advisor Emerging Markets Fund
Sold part$15K–$50KJan 18, 2022Feb 3, 202216 days later

Thomas R. Carper's portfolio by sector

Share of the estimated stock portfolio.

25%Technology
SectorShareValueHoldings
Technology25%~$431.9K15
Materials16%~$282.4K7
Other15%~$258K5
Health Care11%~$201.8K10
Financials10.0%~$175.5K6
Consumer Staples5.9%~$104.1K3
Real Estate4.7%~$82.3K6
Industrials4.0%~$70.4K4
Energy3.8%~$67.3K3
Utilities3.0%~$52.1K5
Consumer Discretionary1.1%~$19.8K2
Communication Services0.7%~$12.7K1

Portfolio performance: Thomas R. Carper vs. benchmarks

Based on disclosed trades only: what you would have earned copying each trade the day it was disclosed, since May 3, 2019. Stocks Thomas R. Carper already owned before the first tracked trade are not included.

  • You, copying after each disclosure – estimated value
  • S&P 500
  • Nasdaq-100
−40%−20%0%+20%+40%+60%+80%+100%+120%OctJulApr2024OctJulApr+117%Nasdaq-100+91%S&P 500+36%You, copying
Oct 1, 2021 to Oct 7, 2026, buying on disclosure dates; call options valued with their leverage (strike and expiry from the disclosure); prices adjusted for dividends and splits.
Total returnPer year
You, copying after each disclosure – estimated value+36.0%+6.3%
S&P 500+91.4%+13.8%
Nasdaq-100+116.8%+16.7%

Thomas R. Carper's most traded stocks

Number of disclosed buys and sells per stock.

StockBuysSells
GBILGoldman Sachs Access Treasury 0-1 Year ETF
1410
PSQProShares Short QQQ
1212
CEFSprott Physical Gold & Silver Trust
115
GLDSPDR Gold Shares
88
WIWWestern Asset Inflation-Linked Opportunities & Inc
105
SHProShares Short S&P500
77
LDPCohen & Steers Limited Duration Preferred and Inco
94
HDGERanger Equity Bear Bear ETF
85
SRVRPacer Benchmark & Infrastructure Real Estate ETF
93
SWKSSkyworks Solutions
93
SBIOAlps Medical Breakthroughs ETF
47
FDNFirst Trust DJ Internet Index Fund
47

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