John Boozman stock trades
R-ARSenate · U.S. Senate · last report Oct 21, 2026
Every stock trade John Boozman disclosed to the Senate Office of Public Records, 2023–2026, each linked to its report · Source · RSS feed
- Transactions
- 500263 buys / 237 sells
- Distinct tickers
- 136Stocks traded
- Buys / sells, 90 days
- 36 / 29By report date
- Typical filing lag
- 27dMedian; 9 of 429 trades past the 45-day limit
- Last trade
- Sep 25, 2026Most recent transaction date
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Transactions
| Trade date | Asset | Type | Amount | Lag | Public | Filing |
|---|---|---|---|---|---|---|
| Sep 25, 2026 | APTVAptiv PLC · Joint | Sell | $1K–$15K | 26d | Oct 21 | Report |
| Sep 24, 2026 | MUMicron Technology Inc · Joint | Sell | $1K–$15K | 27d | Oct 21 | Report |
| Sep 24, 2026 | CSCOCisco Systems, Inc. · Joint | Buy | $1K–$15K | 27d | Oct 21 | Report |
| Sep 24, 2026 | ORealty Income Corp · Joint | Buy | $1K–$15K | 27d | Oct 21 | Report |
| Sep 21, 2026 | TLHiShares 10-20 Year Treasury Bond ETF · Joint | Sell | $1K–$15K | 30d | Oct 21 | Report |
| Sep 21, 2026 | XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF · Joint | Buy | $1K–$15K | 30d | Oct 21 | Report |
| Sep 9, 2026 | VEAVanguard Developed Markets Index Fund - ETF Shares · Joint | Sell | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | SPYMTradr 2X Long SPY Monthly ETF · Joint | Sell | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | EFAiShares MSCI EAFE ETF · Joint | Sell | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | MUMicron Technology Inc · Joint | Sell | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Buy | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF · Joint | Buy | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | MBBiShares MBS ETF · Joint | Buy | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | TLHiShares 10-20 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 21 | Report |
| Sep 9, 2026 | CMBSiShares CMBS ETF · Joint | Buy | $1K–$15K | 42d | Oct 21 | Report |
| Aug 27, 2026 | IVViShares Core S&P 500 ETF · Joint | Sell | $1K–$15K | 15d | Sep 11 | Report |
| Aug 27, 2026 | OTISOTIS Worldwide Corp · Joint | Buy | $1K–$15K | 15d | Sep 11 | Report |
| Aug 20, 2026 | JNJJohnson & Johnson · Joint | Sell | $1K–$15K | 22d | Sep 11 | Report |
| Aug 20, 2026 | SPYMTradr 2X Long SPY Monthly ETF · Joint | Buy | $1K–$15K | 22d | Sep 11 | Report |
| Aug 19, 2026 | WWSYXWestwood Quality SmallCap Fund - Westwood Quality SmallCap Fund Ultra Shares · Joint | Sell | $15K–$50K | 23d | Sep 11 | Report |
| Aug 19, 2026 | IJRiShares Core S&P Small-Cap ETF · Joint | Buy | $1K–$15K | 23d | Sep 11 | Report |
| Aug 19, 2026 | AVUVAvantis U.S. Small Cap Value ETF · Joint | Buy | $1K–$15K | 23d | Sep 11 | Report |
| Aug 13, 2026 | CEGConstellation Energy Corp · Joint | Sell | $1K–$15K | 29d | Sep 11 | Report |
| Aug 13, 2026 | FSLRFirst Solar, Inc. · Joint | Buy | $1K–$15K | 29d | Sep 11 | Report |
| Nov 21, 2025 | VEAVanguard FTSE Developed Markets ETF · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 21, 2025 | VNQIVanguard Global ex-U.S. Real Estate ETF · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 21, 2025 | TPYPTortoise North Amer Pipeline Fund · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 21, 2025 | LLYELI LILLY & Co · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 21, 2025 | IVViShares Core S&P 500 ETF · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 21, 2025 | IWMiShares Russell 2000 ETF · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 21, 2025 | FISVFiserv Inc · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 21, 2025 | FTGCFirst Trust Global Tactical Commodity Strategy Fun · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 21, 2025 | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 20, 2025 | RNWGXNEW WORLD FUND INC - Class R-6 · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 20, 2025 | EFAiShares MSCI EAFE ETF · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 20, 2025 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 13, 2025 | CRMSalesforce, Inc. · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Nov 6, 2025 | AAXJiShares MSCI All Country Asia ex Japan ETF · Joint | Sell | $1K–$15K | amended | Aug 24 | Report |
| Apr 22, 2025 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Apr 16, 2025 | UNHUnitedhealth Group Inc · Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Apr 16, 2025 | ORCLOracle Corp · Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Apr 16, 2025 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Apr 15, 2025 | METAMETA Platforms, Inc. · Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Apr 9, 2025 | HYGiShares iBoxx $ High Yield Corporate Bond ETF · Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Apr 8, 2025 | COLGATE PALMOLIVE LTD.Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Apr 8, 2025 | CBOECBOE Global Markets, Inc. · Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Apr 8, 2025 | AVGOBroadcom Inc. · Joint | Buy | $1K–$15K | amended | Aug 20 | Report |
| Jul 31, 2026 | CBOECBOE Global Markets, Inc. · Joint | Sell | $1K–$15K | 17d | Aug 17 | Report |
| Jul 30, 2026 | PYPLPayPal Holdings, Inc. · Joint | Buy | $1K–$15K | amended | Aug 17 | Report |
| Jul 30, 2026 | PYPLPayPal Holdings, Inc. · Joint | Buy | $1K–$15K | 18d | Aug 17 | Report |
| Jul 23, 2026 | JPMJPMorgan Chase & Co · Joint | Sell | $1K–$15K | 25d | Aug 17 | Report |
| Jul 23, 2026 | SPYMTradr 2X Long SPY Monthly ETF · Joint | Buy | $1K–$15K | amended | Aug 17 | Report |
| Jul 23, 2026 | SPYMTradr 2X Long SPY Monthly ETF · Joint | Buy | $1K–$15K | 25d | Aug 17 | Report |
| Jul 9, 2026 | HDHome Depot, Inc. · Joint | Sell | $1K–$15K | 39d | Aug 17 | Report |
| Jul 9, 2026 | APTVAptiv PLC · Joint | Buy | $1K–$15K | amended | Aug 17 | Report |
| Jul 9, 2026 | APTVAptiv PLC · Joint | Buy | $1K–$15K | 39d | Aug 17 | Report |
| Jul 2, 2026 | TRVTravelers Companies, Inc. · Joint | Sell | $1K–$15K | 46d | Aug 17 | Report |
| Jul 2, 2026 | ELEstee Lauder Companies Inc · Joint | Buy | $1K–$15K | amended | Aug 17 | Report |
| Jul 2, 2026 | CVXChevron Corp · Joint | Buy | $1K–$15K | amended | Aug 17 | Report |
| Jul 2, 2026 | SPYMTradr 2X Long SPY Monthly ETF · Joint | Buy | $1K–$15K | amended | Aug 17 | Report |
| Jul 2, 2026 | ELEstee Lauder Companies Inc · Joint | Buy | $1K–$15K | 46d | Aug 17 | Report |
| Jul 2, 2026 | CVXChevron Corp · Joint | Buy | $1K–$15K | 46d | Aug 17 | Report |
| Jul 2, 2026 | SPYM - Tradr 2X Long SPY Monthly ETFJoint | Buy | $1K–$15K | 46d | Aug 17 | Report |
| Jun 25, 2026 | TPYPTortoise North American Pipeline Fund · Joint | Sell | $1K–$15K | 18d | Jul 13 | Report |
| Jun 25, 2026 | FTGCFirst Trust Global Tactical Commodity Strategy Fund · Joint | Sell | $1K–$15K | 18d | Jul 13 | Report |
| Jun 25, 2026 | IGViShares Expanded Tech-Software Sector ETF · Joint | Buy | $1K–$15K | 18d | Jul 13 | Report |
| Jun 25, 2026 | PALLabrdn Palladium ETF Trust · Joint | Buy | $1K–$15K | 18d | Jul 13 | Report |
| Jun 17, 2026 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Sell | $1K–$15K | 26d | Jul 13 | Report |
| Jun 17, 2026 | SCHP - Schwab U.S. TIPS ETFJoint | Buy | $1K–$15K | 26d | Jul 13 | Report |
| Jun 12, 2026 | ATOAtmos Energy Corp · Joint | Sell | $1K–$15K | 31d | Jul 13 | Report |
| Jun 12, 2026 | CEG - Constellation Energy CorporationJoint | Buy | $1K–$15K | 31d | Jul 13 | Report |
| Jun 4, 2026 | BSXBoston Scientific Corp · Joint | Sell | $1K–$15K | 39d | Jul 13 | Report |
| Jun 4, 2026 | UNHUnitedhealth Group Inc · Joint | Buy | $1K–$15K | 39d | Jul 13 | Report |
| May 27, 2026 | VEAVanguard Developed Markets Index Fund - ETF Shares · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | VNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF Shares · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | LITPSprott Lithium Miners ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | IVViShares Core S&P 500 ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | RNWGXNEW WORLD FUND INC - Class R-6 · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | SPYMTradr 2X Long SPY Monthly ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | IWMiShares Russell 2000 ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | EFAiShares MSCI EAFE ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | GEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | FTGCFirst Trust Global Tactical Commodity Strategy Fund · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | EIPIFT Energy Income Partners Enhanced Income ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 27, 2026 | VEAVanguard Developed Markets Index Fund - ETF Shares · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | VNQIVanguard Global ex-U.S. Real Estate Index Fund - ETF Shares · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | LITPSprott Lithium Miners ETF · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | IVViShares Core S&P 500 ETF · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | RNWGXNEW WORLD FUND INC - Class R-6 · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | SPYM - Tradr 2X Long SPY Monthly ETFJoint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | IWMiShares Russell 2000 ETF · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | EFAiShares MSCI EAFE ETF · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | GEMGoldman Sachs ActiveBeta(R) Emerging Markets Equity ETF · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | FTGC - First Trust Global Tactical Commodity Strategy FundJoint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | EIPIFT Energy Income Partners Enhanced Income ETF · Joint | Sell | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | SCHPSchwab U.S. TIPS ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | TLHiShares 10-20 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | CMBSiShares CMBS ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | MBBiShares MBS ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | AGZiShares Agency Bond ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | GBILGoldman Sachs Access Treasury 0-1 Year ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 27, 2026 | XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF · Joint | Buy | $1K–$15K | 20d | Jun 16 | Report |
| May 15, 2026 | ECLEcolab Inc. · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 15, 2026 | ACNAccenture plc · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 15, 2026 | ECLEcolab Inc. · Joint | Sell | $1K–$15K | 32d | Jun 16 | Report |
| May 15, 2026 | ACN - Accenture plc Class A Ordinary Shares (Ireland)Joint | Sell | $1K–$15K | 32d | Jun 16 | Report |
| May 15, 2026 | PLTRPalantir Technologies Inc. · Joint | Buy | $1K–$15K | 32d | Jun 16 | Report |
| May 15, 2026 | ALBAlbemarle Corp · Joint | Buy | $1K–$15K | 32d | Jun 16 | Report |
| May 13, 2026 | SCHPSchwab U.S. TIPS ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 13, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 13, 2026 | CMBSiShares CMBS ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 13, 2026 | IEIiShares 3-7 Year Treasury Bond ETF · Joint | Sell | $50K–$100K | amended | Jun 16 | Report |
| May 13, 2026 | MBBiShares MBS ETF · Joint | Sell | $1K–$15K | amended | Jun 16 | Report |
| May 13, 2026 | SCHPSchwab U.S. TIPS ETF · Joint | Sell | $1K–$15K | 34d | Jun 16 | Report |
| May 13, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Sell | $1K–$15K | 34d | Jun 16 | Report |
| May 13, 2026 | CMBSiShares CMBS ETF · Joint | Sell | $1K–$15K | 34d | Jun 16 | Report |
| May 13, 2026 | IEIiShares 3-7 Year Treasury Bond ETF · Joint | Sell | $50K–$100K | 34d | Jun 16 | Report |
| May 13, 2026 | MBBiShares MBS ETF · Joint | Sell | $1K–$15K | 34d | Jun 16 | Report |
| May 13, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF · Joint | Buy | $1K–$15K | 34d | Jun 16 | Report |
| May 13, 2026 | XFIVBondBloxx Bloomberg Five Year Target Duration US Treasury ETF · Joint | Buy | $50K–$100K | 34d | Jun 16 | Report |
| Sep 17, 2025 | GOOGLAlphabet Inc. · Joint | Buy | $1K–$15K | amended | May 11 | Report |
| Sep 16, 2025 | SCHPSchwab U.S. TIPS ETF · Joint | Buy | $1K–$15K | amended | May 11 | Report |
| Sep 16, 2025 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Buy | $15K–$50K | amended | May 11 | Report |
| Sep 16, 2025 | SHYiShares 1-3 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | amended | May 11 | Report |
| Sep 16, 2025 | IEIiShares 3-7 Year Treasury Bond ETF · Joint | Buy | $15K–$50K | amended | May 11 | Report |
| Sep 12, 2025 | ETNEaton Corp plc · Joint | Buy | $1K–$15K | amended | May 11 | Report |
| Sep 4, 2025 | ADBEAdobe Inc. · Joint | Buy | $1K–$15K | amended | May 11 | Report |
| Mar 19, 2025 | IVWiShares S&P 500 Growth ETF · Joint | Sell | $1K–$15K | amended | May 11 | Report |
| Mar 19, 2025 | DTEDTE Energy Co · Joint | Sell | $1K–$15K | amended | May 11 | Report |
| Apr 9, 2026 | DVNDevon Energy Corp · Joint | Buy | $1K–$15K | 29d | May 8 | Report |
| Apr 2, 2026 | TBLLInvesco Short Term Treasury ETF · Joint | Sell | $1K–$15K | 36d | May 8 | Report |
| Apr 2, 2026 | CEGConstellation Energy Corp · Joint | Buy | $1K–$15K | 36d | May 8 | Report |
| Mar 20, 2026 | TPYPTortoise North American Pipeline Fund · Joint | Sell | $1K–$15K | 25d | Apr 14 | Report |
| Mar 20, 2026 | SPYMTradr 2X Long SPY Monthly ETF · Joint | Buy | $1K–$15K | 25d | Apr 14 | Report |
| Mar 19, 2026 | JNJJohnson & Johnson · Joint | Sell | $1K–$15K | 26d | Apr 14 | Report |
| Mar 19, 2026 | BBEUJPMorgan BetaBuilders Europe ETF · Joint | Sell | $15K–$50K | 26d | Apr 14 | Report |
| Mar 19, 2026 | VEAVanguard Developed Markets Index Fund - ETF Shares · Joint | Buy | $1K–$15K | 26d | Apr 14 | Report |
| Mar 19, 2026 | NVDANVIDIA Corporation · Joint | Buy | $1K–$15K | 26d | Apr 14 | Report |
| Mar 19, 2026 | FTGCFirst Trust Global Tactical Commodity Strategy Fund · Joint | Buy | $1K–$15K | 26d | Apr 14 | Report |
| Mar 13, 2026 | ARESARES Management Corp · Joint | Buy | $1K–$15K | 32d | Apr 14 | Report |
| Mar 5, 2026 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | 40d | Apr 14 | Report |
| Feb 27, 2026 | AMATApplied Materials Inc · Joint | Sell | $1K–$15K | 7d | Mar 6 | Report |
| Feb 27, 2026 | NTAPNetApp, Inc. · Joint | Buy | $1K–$15K | 7d | Mar 6 | Report |
| Feb 26, 2026 | PGPROCTER & GAMBLE Co · Joint | Sell | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2026 | KRKroger Co · Joint | Buy | $1K–$15K | 8d | Mar 6 | Report |
| Feb 19, 2026 | UNPUnion Pacific Corp · Joint | Sell | $1K–$15K | 15d | Mar 6 | Report |
| Feb 13, 2026 | ADBEAdobe Inc. · Joint | Sell | $1K–$15K | 21d | Mar 6 | Report |
| Feb 13, 2026 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | 21d | Mar 6 | Report |
| Feb 6, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Sell | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | SHYiShares 1-3 Year Treasury Bond ETF · Joint | Sell | $15K–$50K | 28d | Mar 6 | Report |
| Feb 6, 2026 | MBBiShares MBS ETF · Joint | Sell | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | AGZiShares Agency Bond ETF · Joint | Sell | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | DBLEXDoubleLine Emerging Markets Fixed Income Fund - Class I · Joint | Sell | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | UBERUBER Technologies, Inc · Joint | Buy | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | TLHiShares 10-20 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | EMBiShares J.P. Morgan USD Emerging Markets Bond ETF · Joint | Buy | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | CMBSiShares CMBS ETF · Joint | Buy | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bond ETF · Joint | Buy | $1K–$15K | 28d | Mar 6 | Report |
| Feb 6, 2026 | XTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF · Joint | Buy | $15K–$50K | 28d | Mar 6 | Report |
| Jan 29, 2026 | UNPUnion Pacific Corp · Joint | Sell | $1K–$15K | 17d | Feb 15 | Report |
| Jan 29, 2026 | OMCOmnicom Group Inc. · Joint | Sell | $1K–$15K | 17d | Feb 15 | Report |
| Jan 29, 2026 | IVWiShares S&P 500 Growth ETF · Joint | Sell | $1K–$15K | 17d | Feb 15 | Report |
| Jan 29, 2026 | FISVFiserv Inc · Joint | Sell | $1K–$15K | 17d | Feb 15 | Report |
| Jan 29, 2026 | PYPLPayPal Holdings, Inc. · Joint | Buy | $1K–$15K | 17d | Feb 15 | Report |
| Jan 29, 2026 | ETNEaton Corp plc · Joint | Buy | $1K–$15K | 17d | Feb 15 | Report |
| Jan 29, 2026 | CVSCVS HEALTH Corp · Joint | Buy | $1K–$15K | 17d | Feb 15 | Report |
| Jan 29, 2026 | CATCaterpillar Inc · Joint | Buy | $1K–$15K | 17d | Feb 15 | Report |
| Jan 26, 2026 | MUMicron Technology Inc · Joint | Sell | $1K–$15K | 20d | Feb 15 | Report |
| Jan 26, 2026 | DXCMDexcom Inc · Joint | Buy | $1K–$15K | 20d | Feb 15 | Report |
| Jan 23, 2026 | SPYMJoint | Sell | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | MDYSPDR S&P Midcap 400 Etf Trust · Joint | Sell | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | IWMiShares Russell 2000 ETF · Joint | Sell | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | SLViShares Silver Trust · Joint | Sell | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | PPLTabrdn Platinum ETF Trust · Joint | Sell | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | PALLabrdn Palladium ETF Trust · Joint | Sell | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | VNQIVanguard Global ex-U.S. Real Estate ETF · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | TPYPTortoise Capital Series Trust Tortoise North Ameri · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | LITPSprott Lithium Miners ETF · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | RNWGXNew World Fund Inc. Cl R-6 · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | IVViShares Core S&P 500 ETF · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | CMBSiShares CMBS Bond ETF · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | MBBiShares MBS ETF · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | TBLLInvesco Short Term Treasury ETF · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | GIGBGoldman Sachs Access Investment Grade Corporate Bo · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | FTGCFirst Trust Global Tactical Commodity Strategy Fun · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 23, 2026 | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In · Joint | Buy | $1K–$15K | 23d | Feb 15 | Report |
| Jan 15, 2026 | OMCOmnicom Group Inc. · Joint | Sell | $1K–$15K | 31d | Feb 15 | Report |
| Jan 15, 2026 | VVisa Inc. · Joint | Buy | $1K–$15K | 31d | Feb 15 | Report |
| Jan 15, 2026 | AAPLApple Inc. · Joint | Buy | $1K–$15K | 31d | Feb 15 | Report |
| Jan 8, 2026 | MUMicron Technology Inc · Joint | Sell | $1K–$15K | 38d | Feb 15 | Report |
| Jan 8, 2026 | LRCXLam Research Corp · Joint | Sell | $1K–$15K | 38d | Feb 15 | Report |
| Jan 8, 2026 | NFLXNetflix Inc · Joint | Buy | $1K–$15K | 38d | Feb 15 | Report |
| Jan 8, 2026 | XOMExxonMobil Holdings Corp · Joint | Buy | $1K–$15K | 38d | Feb 15 | Report |
| Jan 8, 2026 | DISWalt Disney Co · Joint | Buy | $1K–$15K | 38d | Feb 15 | Report |
| Dec 31, 2025 | SMCISuper Micro Computer, Inc. · Joint | Sell | $1K–$15K | 13d | Jan 13 | Report |
| Dec 31, 2025 | IVWiShares S&P 500 Growth ETF · Joint | Buy | $1K–$15K | 13d | Jan 13 | Report |
| Dec 26, 2025 | KRESPDR S&P Regional Banking ETF · Joint | Sell | $1K–$15K | 18d | Jan 13 | Report |
| Dec 26, 2025 | IJRiShares Core S&P Small-Cap ETF · Joint | Buy | $1K–$15K | 18d | Jan 13 | Report |
| Dec 24, 2025 | SLViShares Silver Trust · Joint | Sell | $1K–$15K | 20d | Jan 13 | Report |
| Dec 24, 2025 | PPLTabrdn Platinum ETF Trust · Joint | Sell | $1K–$15K | 20d | Jan 13 | Report |
| Dec 24, 2025 | PALLabrdn Palladium ETF Trust · Joint | Sell | $1K–$15K | 20d | Jan 13 | Report |
| Dec 24, 2025 | SPYMState Street SPDR Portfolio S&P 500 ETF · Joint | Buy | $15K–$50K | 20d | Jan 13 | Report |
| Dec 17, 2025 | MSIMotorola Solutions, Inc. · Joint | Sell | $1K–$15K | 27d | Jan 13 | Report |
| Dec 17, 2025 | BSXBoston Scientific Corp · Joint | Sell | $1K–$15K | 27d | Jan 13 | Report |
| Dec 17, 2025 | WFCWells Fargo & Company · Joint | Buy | $1K–$15K | 27d | Jan 13 | Report |
| Dec 17, 2025 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | 27d | Jan 13 | Report |
| Dec 17, 2025 | AAPLApple Inc. · Joint | Buy | $1K–$15K | 27d | Jan 13 | Report |
| Dec 11, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Sell | $1K–$15K | 33d | Jan 13 | Report |
| Dec 11, 2025 | SMCISuper Micro Computer, Inc. · Joint | Buy | $1K–$15K | 33d | Jan 13 | Report |
| Dec 11, 2025 | ANETArista Networks, Inc. · Joint | Buy | $1K–$15K | 33d | Jan 13 | Report |
| Nov 21, 2025 | VEAVanguard FTSE Developed Markets ETF · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | VNQIVanguard Global ex-U.S. Real Estate ETF · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | TPYPTortoise North Amer Pipeline Fund · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | LLYELI LILLY & Co · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | IVViShares Core S&P 500 ETF · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | IWMiShares Russell 2000 ETF · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | FISVFiserv Inc · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | FTGCFirst Trust Global Tactical Commodity Strategy Fun · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In · Joint | Sell | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | MDYSPDR S&P Midcap 400 Etf Trust · Joint | Buy | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | PYPLPayPal Holdings, Inc. · Joint | Buy | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Buy | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | CMBSiShares CMBS Bond ETF · Joint | Buy | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | MBBiShares MBS ETF · Joint | Buy | $1K–$15K | 17d | Dec 8 | Report |
| Nov 21, 2025 | GIGBGoldman Sachs Access Investment Grade Corporate Bo · Joint | Buy | $1K–$15K | 17d | Dec 8 | Report |
| Nov 20, 2025 | RNWAXAmerican Funds - New World Fund Inc Class R-1 Sh · Joint | Sell | $1K–$15K | 18d | Dec 8 | Report |
| Nov 20, 2025 | EFAiShares MSCI EAFE ETF · Joint | Sell | $1K–$15K | 18d | Dec 8 | Report |
| Nov 20, 2025 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E · Joint | Sell | $1K–$15K | 18d | Dec 8 | Report |
| Nov 20, 2025 | WWSYXWestwood Smallcap Fund Class Y · Joint | Buy | $1K–$15K | 18d | Dec 8 | Report |
| Nov 13, 2025 | CRMSalesforce, Inc. · Joint | Sell | $1K–$15K | 25d | Dec 8 | Report |
| Nov 13, 2025 | METAJoint | Buy | $1K–$15K | 25d | Dec 8 | Report |
| Nov 13, 2025 | ANETArista Networks, Inc. · Joint | Buy | $1K–$15K | 25d | Dec 8 | Report |
| Nov 13, 2025 | AMZNAmazon.com, Inc. · Joint | Buy | $1K–$15K | 25d | Dec 8 | Report |
| Nov 6, 2025 | AAXJiShares MSCI All Country Asia ex Japan ETF · Joint | Sell | $1K–$15K | 32d | Dec 8 | Report |
| Nov 6, 2025 | VEAVanguard FTSE Developed Markets ETF · Joint | Buy | $1K–$15K | 32d | Dec 8 | Report |
| Nov 6, 2025 | VWOVanguard FTSE Emerging Markets ETF · Joint | Buy | $1K–$15K | 32d | Dec 8 | Report |
| Nov 3, 2025 | TPYPTortoise North American Pipeline ETF · Joint | Sell | $1K–$15K | 12d | Nov 15 | Report |
| Oct 31, 2025 | OMCOmnicom Group Inc. · Joint | Sell | $1K–$15K | 15d | Nov 15 | Report |
| Oct 31, 2025 | METAMETA Platforms, Inc. · Joint | Buy | $1K–$15K | 15d | Nov 15 | Report |
| Oct 9, 2025 | COLGATE PALMOLIVE LTD.Joint | Sell | $1K–$15K | 37d | Nov 15 | Report |
| Oct 9, 2025 | COSTCostco Wholesale Corp · Joint | Buy | $1K–$15K | 37d | Nov 15 | Report |
| Oct 3, 2025 | URNMSprott Uranium Miners ETF · Joint | Sell | $1K–$15K | 43d | Nov 15 | Report |
| Oct 3, 2025 | LITPSprott Lithium Miners ETF · Joint | Sell | $1K–$15K | 43d | Nov 15 | Report |
| Oct 3, 2025 | SLViShares Silver Trust · Joint | Sell | $1K–$15K | 43d | Nov 15 | Report |
| Oct 3, 2025 | EMLPFirst Trust North American Energy Infrastructure F · Joint | Sell | $15K–$50K | 43d | Nov 15 | Report |
| Oct 3, 2025 | FTGCFirst Trust Global Tactical Commodity Strategy Fun · Joint | Buy | $1K–$15K | 43d | Nov 15 | Report |
| Oct 3, 2025 | EIPIFirst Trust Exchange-Traded Fund VIII FT Energy In · Joint | Buy | $15K–$50K | 43d | Nov 15 | Report |
| Oct 2, 2025 | IQVIqvia Holdings Inc. · Joint | Sell | $1K–$15K | 44d | Nov 15 | Report |
| Sep 17, 2025 | MUMicron Technology Inc · Joint | Sell | $1K–$15K | 23d | Oct 10 | Report |
| Sep 17, 2025 | GOOGLAlphabet Inc. · Joint | Buy | $15K–$50K | 23d | Oct 10 | Report |
| Sep 16, 2025 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Sell | $1K–$15K | 24d | Oct 10 | Report |
| Sep 16, 2025 | CMBSiShares CMBS Bond ETF · Joint | Sell | $1K–$15K | 24d | Oct 10 | Report |
| Sep 16, 2025 | TLTiShares 20+ Year Treasury Bond ETF · Joint | Sell | $15K–$50K | 24d | Oct 10 | Report |
| Sep 16, 2025 | MBBiShares MBS ETF · Joint | Sell | $1K–$15K | 24d | Oct 10 | Report |
| Sep 16, 2025 | AGZiShares Agency Bond ETF · Joint | Sell | $1K–$15K | 24d | Oct 10 | Report |
| Sep 16, 2025 | GBILGoldman Sachs Access Treasury 0-1 Year ETF · Joint | Sell | $1K–$15K | 24d | Oct 10 | Report |
| Sep 16, 2025 | GIGBGoldman Sachs Access Investment Grade Corporate Bo · Joint | Sell | $1K–$15K | 24d | Oct 10 | Report |
| Sep 16, 2025 | SCHPSchwab U.S. TIPS ETF · Joint | Buy | $1K–$15K | 24d | Oct 10 | Report |
| Sep 16, 2025 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Buy | $15K–$50K | 24d | Oct 10 | Report |
| Sep 16, 2025 | SHYiShares 1-3 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 24d | Oct 10 | Report |
| Sep 16, 2025 | IEIiShares 3-7 Year Treasury Bond ETF · Joint | Buy | $15K–$50K | 24d | Oct 10 | Report |
| Sep 12, 2025 | ORCLOracle Corp · Joint | Sell | $1K–$15K | 28d | Oct 10 | Report |
| Sep 12, 2025 | ETNEaton Corp plc · Joint | Buy | $1K–$15K | 28d | Oct 10 | Report |
| Sep 4, 2025 | ADBEAdobe Inc. · Joint | Buy | $1K–$15K | 36d | Oct 10 | Report |
| Aug 22, 2025 | MUMicron Technology Inc · Joint | Sell | $1K–$15K | 21d | Sep 12 | Report |
| Aug 22, 2025 | ABBVAbbVie Inc. · Joint | Sell | $1K–$15K | 21d | Sep 12 | Report |
| Aug 22, 2025 | NVDANVIDIA Corporation · Joint | Buy | $1K–$15K | 21d | Sep 12 | Report |
| Aug 22, 2025 | LLYELI LILLY & Co · Joint | Buy | $1K–$15K | 21d | Sep 12 | Report |
| Aug 14, 2025 | EMRZXEmerging Markets Fund Class Z · Joint | Sell | $15K–$50K | 29d | Sep 12 | Report |
| Aug 14, 2025 | RNWGXNew World Fund Inc. Cl R-6 · Joint | Buy | $15K–$50K | 29d | Sep 12 | Report |
| Aug 11, 2025 | ABBVAbbVie Inc. · Joint | Sell | $1K–$15K | 32d | Sep 12 | Report |
| Aug 11, 2025 | LLYELI LILLY & Co · Joint | Buy | $1K–$15K | 32d | Sep 12 | Report |
| Aug 7, 2025 | EMRZXEmerging Markets Fund Class Z · Joint | Sell | $15K–$50K | 36d | Sep 12 | Report |
| Aug 7, 2025 | RNWGXNew World Fund Inc. Cl R-6 · Joint | Buy | $15K–$50K | 36d | Sep 12 | Report |
| Aug 7, 2025 | AMDAdvanced Micro Devices, Inc. · Joint | Buy | $1K–$15K | 36d | Sep 12 | Report |
| Aug 1, 2025 | VEAVanguard FTSE Developed Markets ETF · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | EMRZXEmerging Markets Fund Class Z · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | URNMSprott Uranium Miners ETF · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | IVViShares Core S&P 500 ETF · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | EFAiShares MSCI EAFE ETF · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | SLViShares Silver Trust · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Sell | $15K–$50K | 42d | Sep 12 | Report |
| Aug 1, 2025 | GIGBGoldman Sachs Access Investment Grade Corporate Bo · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | EMLPFirst Trust North American Energy Infrastructure F · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | PPLTabrdn Platinum ETF Trust · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | PALLabrdn Palladium ETF Trust · Joint | Sell | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | VNQIVanguard Global ex-U.S. Real Estate ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | SCHPSchwab U.S. TIPS ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | RNWGXNew World Fund Inc. Cl R-6 · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | IWMiShares Russell 2000 ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | SHYiShares 1-3 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | TLHiShares 10-20 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | CMBSiShares CMBS Bond ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | IEIiShares 3-7 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | TLTiShares 20+ Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | MBBiShares MBS ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | AGZiShares Agency Bond ETF · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Aug 1, 2025 | WWSYXWestwood Smallcap Fund Class Y · Joint | Buy | $1K–$15K | 42d | Sep 12 | Report |
| Jul 31, 2025 | MDLZMondelez International, Inc. · Joint | Sell | $1K–$15K | 6d | Aug 6 | Report |
| Jul 31, 2025 | GDGeneral Dynamics Corp · Joint | Sell | $1K–$15K | 6d | Aug 6 | Report |
| Jul 31, 2025 | WMTWalmart Inc. · Joint | Buy | $1K–$15K | 6d | Aug 6 | Report |
| Jul 31, 2025 | GEGeneral Electric Co · Joint | Buy | $1K–$15K | 6d | Aug 6 | Report |
| Jul 24, 2025 | JPMJPMorgan Chase & Co · Joint | Sell | $1K–$15K | 13d | Aug 6 | Report |
| Jul 24, 2025 | BRK-B - Berkshire Hathaway Inc Class BJoint | Buy | $1K–$15K | 13d | Aug 6 | Report |
| Jul 8, 2025 | HYGiShares iBoxx $ High Yield Corporate Bond ETF · Joint | Sell | $1K–$15K | 29d | Aug 6 | Report |
| Jul 8, 2025 | GIGBGoldman Sachs Access Investment Grade Corporate Bo · Joint | Buy | $1K–$15K | 29d | Aug 6 | Report |
| Jul 1, 2025 | MUMicron Technology Inc · Joint | Sell | $1K–$15K | 36d | Aug 6 | Report |
| Jun 11, 2025 | UNHUnitedhealth Group Inc · Joint | Sell | $1K–$15K | 28d | Jul 9 | Report |
| Jun 11, 2025 | MUMicron Technology Inc · Joint | Sell | $1K–$15K | 28d | Jul 9 | Report |
| Jun 11, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Buy | $1K–$15K | 28d | Jul 9 | Report |
| Jun 11, 2025 | AVGOBroadcom Inc. · Joint | Buy | $1K–$15K | 28d | Jul 9 | Report |
| May 30, 2025 | RTXRTX Corp · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 30, 2025 | METAMETA Platforms, Inc. · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 20, 2025 | HDHome Depot, Inc. · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 20, 2025 | ATOAtmos Energy Corp · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 20, 2025 | GOOGLAlphabet Inc. · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 16, 2025 | METAMETA Platforms, Inc. · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 16, 2025 | HDHome Depot, Inc. · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 16, 2025 | AMZNAmazon.com, Inc. · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 13, 2025 | NVDANVIDIA Corporation · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 13, 2025 | AVGOBroadcom Inc. · Joint | Buy | $1K–$15K | amended | Jul 9 | Report |
| May 30, 2025 | FBINFortune Brands Innovations, Inc. · Joint | Sell | $1K–$15K | 15d | Jun 14 | Report |
| May 30, 2025 | RTXRTX Corp · Joint | Buy | $1K–$15K | 15d | Jun 14 | Report |
| May 30, 2025 | METAMETA Platforms, Inc. · Joint | Buy | $1K–$15K | 15d | Jun 14 | Report |
| May 20, 2025 | NRGNRG Energy, Inc. · Joint | Sell | $1K–$15K | 25d | Jun 14 | Report |
| May 20, 2025 | LOWLowes Companies Inc · Joint | Sell | $1K–$15K | 25d | Jun 14 | Report |
| May 20, 2025 | GDGeneral Dynamics Corp · Joint | Sell | $1K–$15K | 25d | Jun 14 | Report |
| May 20, 2025 | DTEDTE Energy Co · Joint | Sell | $1K–$15K | 25d | Jun 14 | Report |
| May 20, 2025 | HDHome Depot, Inc. · Joint | Buy | $1K–$15K | 25d | Jun 14 | Report |
| May 20, 2025 | ATOAtmos Energy Corp · Joint | Buy | $1K–$15K | 25d | Jun 14 | Report |
| May 20, 2025 | GOOGLAlphabet Inc. · Joint | Buy | $1K–$15K | 25d | Jun 14 | Report |
| May 16, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Sell | $1K–$15K | 29d | Jun 14 | Report |
| May 16, 2025 | METAMETA Platforms, Inc. · Joint | Buy | $1K–$15K | 29d | Jun 14 | Report |
| May 16, 2025 | HDHome Depot, Inc. · Joint | Buy | $1K–$15K | 29d | Jun 14 | Report |
| May 16, 2025 | AMZNAmazon.com, Inc. · Joint | Buy | $1K–$15K | 29d | Jun 14 | Report |
| May 13, 2025 | VLOValero Energy Corp · Joint | Sell | $1K–$15K | 32d | Jun 14 | Report |
| May 13, 2025 | NVDANVIDIA Corporation · Joint | Buy | $1K–$15K | 32d | Jun 14 | Report |
| May 13, 2025 | Broadcom Inc.Joint | Buy | $1K–$15K | 32d | Jun 14 | Report |
| Apr 22, 2025 | CRMSalesforce, Inc. · Joint | Sell | $1K–$15K | 22d | May 14 | Report |
| Apr 22, 2025 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | 22d | May 14 | Report |
| Apr 16, 2025 | LRCXLam Research Corp · Joint | Sell | $1K–$15K | 28d | May 14 | Report |
| Apr 16, 2025 | GILDGilead Sciences, Inc. · Joint | Sell | $1K–$15K | 28d | May 14 | Report |
| Apr 16, 2025 | AMATApplied Materials Inc · Joint | Sell | $1K–$15K | 28d | May 14 | Report |
| Apr 16, 2025 | UNHUnitedhealth Group Inc · Joint | Buy | $1K–$15K | 28d | May 14 | Report |
| Apr 16, 2025 | ORCLOracle Corp · Joint | Buy | $1K–$15K | 28d | May 14 | Report |
| Apr 16, 2025 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | 28d | May 14 | Report |
| Apr 15, 2025 | BACBank of America Corp · Joint | Sell | $1K–$15K | 29d | May 14 | Report |
| Apr 15, 2025 | METAMETA Platforms, Inc. · Joint | Buy | $1K–$15K | 29d | May 14 | Report |
| Apr 9, 2025 | SHYiShares 1-3 Year Treasury Bond ETF · Joint | Sell | $1K–$15K | 35d | May 14 | Report |
| Apr 9, 2025 | HYGiShares iBoxx $ High Yield Corporate Bond ETF · Joint | Buy | $1K–$15K | 35d | May 14 | Report |
| Apr 8, 2025 | JPMJPMorgan Chase & Co · Joint | Sell | $1K–$15K | 36d | May 14 | Report |
| Apr 8, 2025 | IVWiShares S&P 500 Growth ETF · Joint | Sell | $1K–$15K | 36d | May 14 | Report |
| Apr 8, 2025 | COLGATE PALMOLIVE LTD.Joint | Buy | $1K–$15K | 36d | May 14 | Report |
| Apr 8, 2025 | FTGCFirst Trust Global Tactical Commodity Strategy Fun · Joint | Buy | $1K–$15K | 36d | May 14 | Report |
| Apr 8, 2025 | AVGOBroadcom Inc. · Joint | Buy | $1K–$15K | 36d | May 14 | Report |
| Mar 19, 2025 | IVWiShares S&P 500 Growth ETF · Joint | Sell | $1K–$15K | 32d | Apr 20 | Report |
| Mar 19, 2025 | DTEDTE Energy Co · Joint | Sell | $1K–$15K | 32d | Apr 20 | Report |
| Mar 19, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Buy | $1K–$15K | 32d | Apr 20 | Report |
| Mar 19, 2025 | AMATApplied Materials Inc · Joint | Buy | $1K–$15K | 32d | Apr 20 | Report |
| Mar 5, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Buy | $1K–$15K | 46d | Apr 20 | Report |
| Feb 26, 2025 | IVWiShares S&P 500 Growth ETF · Joint | Sell | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | FTGCFirst Trust Global Tactical Commodity Strategy Fun · Joint | Sell | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | EMLPFirst Trust North American Energy Infrastructure F · Joint | Sell | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | LITPSprott Lithium Miners ETF · Joint | Buy | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | NVDANVIDIA Corporation · Joint | Buy | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | MSIMotorola Solutions, Inc. · Joint | Buy | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Buy | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | ECLEcolab Inc. · Joint | Buy | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | AXPAmerican Express Co · Joint | Buy | $1K–$15K | 8d | Mar 6 | Report |
| Feb 26, 2025 | AMZNAmazon.com, Inc. · Joint | Buy | $1K–$15K | 8d | Mar 6 | Report |
| Feb 25, 2025 | URNMSprott Uranium Miners ETF · Joint | Buy | $1K–$15K | 9d | Mar 6 | Report |
| Feb 14, 2025 | IVWiShares S&P 500 Growth ETF · Joint | Sell | $1K–$15K | 20d | Mar 6 | Report |
| Feb 14, 2025 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | 20d | Mar 6 | Report |
| Feb 13, 2025 | PFEPfizer Inc · Joint | Sell | $1K–$15K | 21d | Mar 6 | Report |
| Feb 13, 2025 | DISWalt Disney Co · Joint | Sell | $1K–$15K | 21d | Mar 6 | Report |
| Feb 13, 2025 | BSXBoston Scientific Corp · Joint | Buy | $1K–$15K | 21d | Mar 6 | Report |
| Feb 13, 2025 | GOOGLAlphabet Inc. · Joint | Buy | $1K–$15K | 21d | Mar 6 | Report |
| Feb 5, 2025 | LRCXLam Research Corp · Joint | Sell | $1K–$15K | 29d | Mar 6 | Report |
| Feb 5, 2025 | JPMJPMorgan Chase & Co · Joint | Sell | $1K–$15K | 29d | Mar 6 | Report |
| Feb 5, 2025 | BACBank of America Corp · Joint | Sell | $1K–$15K | 29d | Mar 6 | Report |
| Feb 5, 2025 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | 29d | Mar 6 | Report |
| Feb 5, 2025 | MAMastercard Inc · Joint | Buy | $1K–$15K | 29d | Mar 6 | Report |
| Feb 5, 2025 | AXPAmerican Express Co · Joint | Buy | $1K–$15K | 29d | Mar 6 | Report |
| Feb 4, 2025 | QSRRestaurant Brands International Inc. · Joint | Sell | $1K–$15K | 30d | Mar 6 | Report |
| Feb 4, 2025 | AMZNAmazon.com, Inc. · Joint | Buy | $1K–$15K | 30d | Mar 6 | Report |
| Jan 28, 2025 | IVWiShares S&P 500 Growth ETF · Joint | Sell | $1K–$15K | 11d | Feb 8 | Report |
| Jan 28, 2025 | HPQHP Inc · Joint | Sell | $1K–$15K | 11d | Feb 8 | Report |
| Jan 28, 2025 | NRGNRG Energy, Inc. · Joint | Buy | $1K–$15K | 11d | Feb 8 | Report |
| Jan 28, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Buy | $1K–$15K | 11d | Feb 8 | Report |
| Jan 16, 2025 | SPYSPDR S&P 500 Etf Trust · Joint | Sell | $1K–$15K | 23d | Feb 8 | Report |
| Jan 16, 2025 | TBLLInvesco Short Term Treasury ETF · Joint | Buy | $1K–$15K | 23d | Feb 8 | Report |
| Jan 14, 2025 | QQQInvesco Qqq Trust, Series 1 · Joint | Sell | $1K–$15K | 25d | Feb 8 | Report |
| Jan 14, 2025 | EBAYeBay Inc · Joint | Sell | $1K–$15K | 25d | Feb 8 | Report |
| Jan 14, 2025 | CSCOCisco Systems, Inc. · Joint | Sell | $1K–$15K | 25d | Feb 8 | Report |
| Jan 14, 2025 | CRMSalesforce, Inc. · Joint | Buy | $1K–$15K | 25d | Feb 8 | Report |
| Jan 14, 2025 | NVDANVIDIA Corporation · Joint | Buy | $1K–$15K | 25d | Feb 8 | Report |
| Jan 14, 2025 | MAMastercard Inc · Joint | Buy | $1K–$15K | 25d | Feb 8 | Report |
| Dec 23, 2024 | AMATApplied Materials Inc · Joint | Sell | $1K–$15K | 22d | Jan 14 | Report |
| Nov 20, 2024 | VWOVanguard FTSE Emerging Markets ETF · Joint | Sell | $1K–$15K | 27d | Dec 17 | Report |
| Nov 20, 2024 | SWKSSkyworks Solutions, Inc. · Joint | Sell | $1K–$15K | 27d | Dec 17 | Report |
| Nov 20, 2024 | BBEUJPMorgan BetaBuilders Europe ETF · Joint | Sell | $1K–$15K | 27d | Dec 17 | Report |
| Nov 20, 2024 | AAXJiShares MSCI All Country Asia ex Japan ETF · Joint | Buy | $1K–$15K | 27d | Dec 17 | Report |
| Nov 13, 2024 | SPYSPDR S&P 500 Etf Trust · Joint | Buy | $1K–$15K | 34d | Dec 17 | Report |
| Oct 9, 2024 | IWMiShares Russell 2000 ETF · Joint | Sell | $1K–$15K | 9d | Oct 18 | Report |
| Oct 6, 2024 | IVViShares Core S&P 500 ETF · Joint | Sell | $1K–$15K | 12d | Oct 18 | Report |
| Sep 26, 2024 | FIFiserv Inc · Joint | Sell | $1K–$15K | 22d | Oct 18 | Report |
| Sep 9, 2024 | VEAVanguard FTSE Developed Markets ETF · Joint | Sell | $1K–$15K | 39d | Oct 18 | Report |
| Sep 9, 2024 | MDYSPDR S&P Midcap 400 Etf Trust · Joint | Sell | $1K–$15K | 39d | Oct 18 | Report |
| Sep 9, 2024 | EFAiShares MSCI EAFE ETF · Joint | Sell | $1K–$15K | 39d | Oct 18 | Report |
| Sep 6, 2024 | VNQIVanguard Global ex-U.S. Real Estate ETF · Joint | Sell | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | TPYPTortoise North American Pipeline ETF · Joint | Sell | $15K–$50K | 42d | Oct 18 | Report |
| Sep 6, 2024 | EMLPFirst Trust North American Energy Infrastructure F · Joint | Sell | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | WWSYXWestwood Quality Smallcap Fund - Ultra Shares · Joint | Sell | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | SCHPSchwab U.S. TIPS ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | IVViShares Core S&P 500 ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | SHYiShares 1-3 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | TLHiShares 10-20 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | CMBSiShares CMBS Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | IEIiShares 3-7 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | TLTiShares 20+ Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | MBBMBS Ishares ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | AGZiShares Agency Bond ETF · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | TBLLInvesco Short Term Treasury ETF · Joint | Buy | $15K–$50K | 42d | Oct 18 | Report |
| Sep 6, 2024 | GIGBGoldman Sachs Access Investment Grade Corporate Bo · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | FTGCFirst Trust Global Tactical Commodity Strategy Fun · Joint | Buy | $15K–$50K | 42d | Oct 18 | Report |
| Sep 6, 2024 | PPLTabrdn Platinum ETF Trust · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Sep 6, 2024 | PALLabrdn Palladium ETF Trust · Joint | Buy | $1K–$15K | 42d | Oct 18 | Report |
| Jul 26, 2024 | MSIMotorola Solutions, Inc. · Joint | Buy | $1K–$15K | 11d | Aug 6 | Report |
| Jul 26, 2024 | GOOGLAlphabet Inc. · Joint | Buy | $1K–$15K | 11d | Aug 6 | Report |
| Jul 26, 2024 | LRCXLam Research Corp · Joint | Sell | $1K–$15K | 11d | Aug 6 | Report |
| Jul 18, 2024 | VEAVanguard FTSE Developed Markets ETF · Joint | Buy | $1K–$15K | 19d | Aug 6 | Report |
| Jul 18, 2024 | MDYSPDR S&P Midcap 400 Etf Trust · Joint | Sell | $1K–$15K | 19d | Aug 6 | Report |
| Jul 4, 2024 | IVViShares Core S&P 500 ETF · Joint | Sell | $1K–$15K | 7d | Jul 11 | Report |
| Jun 26, 2024 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Sell | $1K–$15K | 15d | Jul 11 | Report |
| Jun 26, 2024 | SHYiShares 1-3 Year Treasury Bond ETF · Joint | Sell | $1K–$15K | 15d | Jul 11 | Report |
| Jun 26, 2024 | SCHPSchwab U.S. TIPS ETF · Joint | Buy | $1K–$15K | 15d | Jul 11 | Report |
| Jun 26, 2024 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Buy | $1K–$15K | 15d | Jul 11 | Report |
| Jun 26, 2024 | TLHiShares 10-20 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 15d | Jul 11 | Report |
| Jun 24, 2024 | NMVZXNuance Mid Cap Value Fund Z Class · Joint | Sell | $1K–$15K | 17d | Jul 11 | Report |
| Jun 24, 2024 | DALCXDean Mid Cap Value Fund No-Load · Joint | Buy | $1K–$15K | 17d | Jul 11 | Report |
| Jun 20, 2024 | CMCSAComcast Corp · Joint | Sell | $1K–$15K | 21d | Jul 11 | Report |
| Jun 20, 2024 | MSFTMicrosoft Corporation · Joint | Buy | $1K–$15K | 21d | Jul 11 | Report |
| Jun 4, 2024 | MDYSPDR S&P Midcap 400 Etf Trust · Joint | Sell | $1K–$15K | 37d | Jul 11 | Report |
| Jun 4, 2024 | EFAiShares MSCI EAFE ETF · Joint | Sell | $15K–$50K | 37d | Jul 11 | Report |
| Jun 4, 2024 | VEAVanguard FTSE Developed Markets ETF · Joint | Buy | $15K–$50K | 37d | Jul 11 | Report |
| Jun 4, 2024 | SPYSPDR S&P 500 Etf Trust · Joint | Buy | $1K–$15K | 37d | Jul 11 | Report |
| Jun 4, 2024 | NMVZXNuance Mid Cap Value Fund Z Class · Joint | Buy | $1K–$15K | 37d | Jul 11 | Report |
| Jun 4, 2024 | GEMGoldman Sachs ActiveBeta Emerging Markets Equity E · Joint | Buy | $1K–$15K | 37d | Jul 11 | Report |
| May 31, 2024 | GIGBGoldman Sachs Access Investment Grade Corporate Bo · Joint | Buy | $1K–$15K | 5d | Jun 5 | Report |
| May 31, 2024 | IVWiShares S&P 500 Growth ETF · Joint | Sell | $1K–$15K | 5d | Jun 5 | Report |
| May 31, 2024 | EFAiShares MSCI EAFE ETF · Joint | Sell | $1K–$15K | 5d | Jun 5 | Report |
| Mar 28, 2024 | HESHess Corp · Joint | Sell | $1K–$15K | 41d | May 8 | Report |
| Mar 28, 2024 | AMATApplied Materials Inc · Joint | Buy | $1K–$15K | 41d | May 8 | Report |
| Feb 20, 2024 | SCHPSchwab U.S. TIPS ETF · Joint | Sell | $1K–$15K | 78d | May 8 | Report |
| Feb 20, 2024 | IEFiShares 7-10 Year Treasury Bond ETF · Joint | Sell | $1K–$15K | 78d | May 8 | Report |
| Feb 20, 2024 | TLHiShares 10-20 Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 78d | May 8 | Report |
| Feb 20, 2024 | TLTiShares 20+ Year Treasury Bond ETF · Joint | Buy | $1K–$15K | 78d | May 8 | Report |
| Apr 16, 2024 | CMBSiShares CMBS Bond ETF · Joint | Sell | $1K–$15K | 21d | May 7 | Report |
| Apr 16, 2024 | JMBSJanus Henderson Mortgage-Backed Securities ETF · Joint | Buy | $1K–$15K | 21d | May 7 | Report |
| Apr 11, 2024 | EFAiShares MSCI EAFE ETF · Joint | Sell | $15K–$50K | 26d | May 7 | Report |
| Apr 11, 2024 | SCZiShares MSCI EAFE Small-Cap ETF · Joint | Buy | $15K–$50K | 26d | May 7 | Report |
| Dec 20, 2023 | LRCXLam Research Corp | Sell | $1K–$15K | amended | Jan 8 | Report |
| Dec 20, 2023 | PFEPfizer Inc | Buy | $1K–$15K | amended | Jan 8 | Report |
| Dec 20, 2023 | LRCXLam Research Corp | Sell | $1K–$15K | 19d | Jan 8 | Report |
| Dec 20, 2023 | PFEPfizer Inc | Buy | $1K–$15K | 19d | Jan 8 | Report |
| Dec 12, 2023 | GBILGoldman Sachs Access Treasury 0-1 Year ETF | Sell | $1K–$15K | amended | Jan 8 | Report |
| Dec 12, 2023 | PPLTabrdn Platinum ETF Trust | Buy | $1K–$15K | amended | Jan 8 | Report |
| Dec 12, 2023 | PALLabrdn Palladium ETF Trust | Buy | $1K–$15K | amended | Jan 8 | Report |
| Dec 12, 2023 | GBILGoldman Sachs Access Treasury 0-1 Year ETF | Sell | $1K–$15K | 27d | Jan 8 | Report |
| Dec 12, 2023 | PALLabrdn Palladium ETF Trust | Buy | $1K–$15K | 27d | Jan 8 | Report |
| Dec 12, 2023 | PALLabrdn Palladium ETF Trust | Buy | $1K–$15K | 27d | Jan 8 | Report |
| Nov 29, 2023 | TLT20+ Year Treas Bond Ishares ETF | Sell | $1K–$15K | 13d | Dec 12 | Report |
| Nov 29, 2023 | SHYiShares 1-3 Year Treasury Bond ETF | Buy | $1K–$15K | 13d | Dec 12 | Report |
| Nov 8, 2023 | TLHiShares 10-20 Year Treasury Bond ETF | Buy | $1K–$15K | 34d | Dec 12 | Report |
| Nov 7, 2023 | SHYiShares 1-3 Year Treasury Bond ETF | Sell | $1K–$15K | 35d | Dec 12 | Report |
| Nov 7, 2023 | CMBSiShares CMBS Bond ETF | Sell | $1K–$15K | 35d | Dec 12 | Report |
| Nov 7, 2023 | AGZiShares Agency Bond ETF | Sell | $1K–$15K | 35d | Dec 12 | Report |
| Nov 7, 2023 | GBILGoldman Sachs Access Treasury 0-1 Year ETF | Sell | $1K–$15K | 35d | Dec 12 | Report |
| Nov 7, 2023 | GIGBGoldman Sachs Access Investment Grade Corporate Bo | Sell | $1K–$15K | 35d | Dec 12 | Report |
| Nov 7, 2023 | JMBSJanus Henderson Mortgage-Backed Securities ETF | Buy | $1K–$15K | 35d | Dec 12 | Report |
| Nov 7, 2023 | TLT20+ Year Treas Bond Ishares ETF | Buy | $1K–$15K | 35d | Dec 12 | Report |
| Nov 7, 2023 | MBBiShares MBS ETF | Buy | $1K–$15K | 35d | Dec 12 | Report |
| Oct 5, 2023 | AESAES Corp | Sell | $1K–$15K | 33d | Nov 7 | Report |
| Aug 29, 2023 | FEPFirst Trust Europe AlphaDEX Fund | Sell | $15K–$50K | 9d | Sep 7 | Report |
| Aug 29, 2023 | BBEUJPM Betabuilders Europe ETF | Buy | $15K–$50K | 9d | Sep 7 | Report |
Most traded stocks
| Stock | Trades | Buys | Sells | Latest trade |
|---|---|---|---|---|
| Janus Henderson Mortgage-Backed Securities ETFJMBS | 13 | 9 | 4 | Sep 9, 2026 |
| Goldman Sachs Access Investment Grade Corporate Bond ETFGIGB | 12 | 9 | 3 | Sep 9, 2026 |
| iShares CMBS ETFCMBS | 12 | 7 | 5 | Sep 9, 2026 |
| Invesco Short Term Treasury ETFTBLL | 12 | 8 | 4 | Apr 2, 2026 |
| Vanguard Developed Markets Index Fund - ETF SharesVEA | 11 | 4 | 7 | Sep 9, 2026 |
| iShares MBS ETFMBB | 11 | 7 | 4 | Sep 9, 2026 |
| iShares MSCI EAFE ETFEFA | 10 | 0 | 10 | Sep 9, 2026 |
| iShares 7-10 Year Treasury Bond ETFIEF | 10 | 7 | 3 | Sep 9, 2026 |
| iShares Core S&P 500 ETFIVV | 10 | 2 | 8 | Aug 27, 2026 |
| First Trust Global Tactical Commodity Strategy FunFTGC | 10 | 5 | 5 | Nov 21, 2025 |
Source
Each trade is a line of a periodic transaction report filed under the STOCK Act, read from the report itself and linked to it. Three offices publish them, and all three are read here every hour: the House Clerk for representatives, the Senate Office of Public Records for senators, and the Office of Government Ethics for the President, the Vice President and Senate-confirmed officials (OGE Form 278-T). OGE links some officials’ reports and releases the rest on request; only linked reports are here.
The Act requires a report within 45 days of the trade; the lag counts the days from the trade to the day the report became public. Reports give each amount as a range. Amendments are marked and not counted as late; trades a later report withdrew are left out. The President’s reports and some House reports are scans of paper forms: a scanned value that does not read with certainty is shown as not read, never guessed, and the report is one click away. “Since” is the stock’s move from the trade date’s close to the latest daily close.
The same trades are in the OptimistFi MCP server’s get_congress_trades tool, by filer or by stock, for each chamber: connect it. Every House trade is free to download as CSV or JSON, and every trade here can be followed by RSS: the data.

