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JULY 4TH SALE

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Jefferson Shreve

Republican / House / Indiana

$603.39M Net Worth Est.
$30.93M Trade Volume
618 Total Trades
May 13, 2025 Last Traded
  • Current Member Yes
  • Years Active 2025 - Present
  • Age 59

Show More

  • Trades
  • Live Stock Portfolio
  • Net Worth
  • Corporate Donors
  • Proposed Legislation

Trade Volume by Year

Buy
Sell
2015201620172018201920202021202220232024202504M8M12M16M20M24M
$30.93M Trade Volume
618 Total Trades
Top Traded Sectors
  • Information Technology 118
  • Financials 79
  • Industrials 79
  • Health Care 66
  • Consumer Discretionary 60

Trades

Click on a trade or stock for more details

Estimated excess return of the underlying stock since the transaction

Stock
Transaction
Filed
Traded
Description
Excess Return
null logo
-WASHINGTON CNTY TENN 4.0000 2027- 06-01Government Securities and Agency Debt
Sale$50,001 - $100,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-DENTON CNTY TEX 4.0000 2029-07-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-CONNECTICUT ST SPL TAX OBLIG REV 5.00 2032-5-1/ 207758ZUOGovernment Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-PLANO TEX INDPT SCH DIST 5.0000 2032-02-15Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-NEW YORK NY CITY TRANSITIONAL FIN AUTH BLDG AID REV 5.000 2029-07-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-WELD CNTY COLO SCH DIST NO RE 4.50000 2025-12-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-GREGORY PORTLAND TEX INDPT SCH DIST 5.000 2028-02-15Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-OHIO ST WTR DEV AUTH WTR POLLUTION CTL REV 5.000 2032-06-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-MINNESOTA ST 5.00000 2025-08-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-METROPOLITAN GOVT NASHVILLE & DAVIDSON CNTYTN 4.0000 2032-01- 01/ 592112UX2Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-LAS VEGAS NEV 4.000 2027-06-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-CITIGROUP INC 5.875 2033-02-22Corporate Securities (Bonds and Notes)
Sale$50,001 - $100,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-SOUTH JORDAN UTAH SALES TAX REV 5.00 2028-8-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-WELLS FARGO 5.574 07/25/29 '28 MTNCorporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-FORT BEND TEX INDPT SCH DIST 5.00 2027-8-15/ 346843KW4Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-LAREDO TEX 5.000 2031-2-15/ 516824JB6Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-COLORADO ST BRD GOVERNORS UNIV ENTERPRISE SYS REV 5.000 2030-03-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-PNC FINL SVC 6.875 10/20/34 '33 FRNCorporate Securities (Bonds and Notes)
Sale$50,001 - $100,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-SPOTSYLVANIA CNTY VA WTR & SWR REV 5.0000 2025-12-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-SHERMAN TEX 5.0000 2025-08-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-HOUSTON TEX 5.000 2031-03-01/ 4423315C4Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-COMCAST 6.50% MATURING 11/15/35Corporate Securities (Bonds and Notes)
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-OMAHA PUB PWR DIST NEB ELEC REV 5.0000 2027-02-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-NEW YORK NY 5.0000 2028-08-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-JP MORGAN 4.912 7-25-33 '32/ 46647PDH6Corporate Securities (Bonds and Notes)
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-OREGON ST 5.0000 2028-12-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-LAKEWOOD OHIO CITY SCH DIST 5.0000 2025-12-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-FLORIDA ST DEPT TRANSN FING CORP REV 5.000 2032-07-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-FLORIDA ST DEPT ENVIRONMENTAL PROTN
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-CUYAHOGA CNTY OHIO ECONOMIC DEV REV 5.000 2025-12-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-MINNESOTA ST 5.00 2025-08-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-DOUGLAS CNTY NEB SCH DIST NO001 5.000 2028-12-15Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-DENTON TEX INDPT SCH DIST 5.0000 2029-08-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-GENERAL MOTORS FINANCIAL COMPANY INC 2.35 2031-01-08Corporate Securities (Bonds and Notes)
Sale$50,001 - $100,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-NEW YORK NY TRANSITIONAL FIN AUTH BLDG AID REV 5.0000 2030-07-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-OHIO ST SPL OBLIG 5.0000 2029-04-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-DISTRICT COLUMBIA INCOME TAX REV 5.000 2032-03-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-MEMPHIS-SHELBY CNTY TN INDL DEV BRD ECONOMIC DEV GROWTH ENGINE TDZ REV 5.0000 2025-11-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-GREATER ORLANDO AVIATION AUTH ORLANDO FLA ARPT FAC REV 2032-10- 01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-KANSAS CITY MO 4.0000 2030-02-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-PIERCE CNTY WASH DIST NO 010 TACOMA 5.000 2025-12-01Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-DENTON TEX 5.0000 2029-02-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-GRAND PRAIRE TEX 5.0000 2032-02-15Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-TEXAS TECH UNIV REVS 5.000 2029- 02-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-LOVEJOY INDPT SCH DIST TEX 4.0000 2032-2-15Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-OHIO ST WTR DEV AUTH WTR POLLUTION CTL REV 5.000 2032-06-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-PORT TACOMA WASH REV 4.0000 2025- 12-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-OVIEDO FLA UTIL REV 5.0000 2032-10- 01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-SOUTHWEST ALLEN IND MULTI SCH BLDG CORP 5.0000 2029-07-15Government Securities and Agency Debt
Sale$15,001 - $50,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-VERMILLION S D SCH DIST NO 13-1 5.0000 2030-08-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-MEMPHIS TN 5.0000 2032-05-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-NEW YORK NY 5.0000 2033-08-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-MARYLAND ST DEPT TRANSN CONS TRANSN 5.000 2029-09-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-CYPRESS FAIRBANKS TEX INDPT SCH DIST 5.0000 2032-02-15Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-TRI-CNTY MET TRANSN DIST ORE REV 5.000 2027-09-01Government Securities and Agency Debt
Sale$1,001 - $15,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-WELLS FARGO 6.491 10/23/34 '33 MTNCorporate Securities (Bonds and Notes)
Sale$50,001 - $100,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-VISTANCIA CMNTY FACS DIST ARIZONA 4.00 2025-07-15Government Securities and Agency Debt
Sale$50,001 - $100,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
null logo
-CORPUS CHRISTI TEX INDPT SCH DIST 4.000 2028-08-15Government Securities and Agency Debt
Sale$50,001 - $100,000Jun 22, 2025May 13, 2025ACCOUNT CLOSING...-
A logo
AAGILENT TECHNOLOGIES, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.27%
AAPL logo
AAPLAPPLE INC. - COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.87%
ABT logo
ABTABBOTT LABORATORIES COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.18%
ACGL logo
ACGLARCH CAPITAL GROUP LTD. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-11.98%
ADBE logo
ADBEADOBE INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-11.27%
ADI logo
ADIANALOG DEVICES, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...1.89%
ADP logo
ADPAUTOMATIC DATA PROCESSING, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.79%
ADSK logo
ADSKAUTODESK, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...1.07%
AEO logo
AEOAMERICAN EAGLE OUTFITTERS, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-24.37%
AIG logo
AIGAMERICAN INTERNATIONAL GROUP, INC. NEW COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-7.00%
AKAM logo
AKAMAKAMAI TECHNOLOGIES, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.13%
ALB logo
ALBALBEMARLE CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-0.09%
ALNY logo
ALNYALNYLAM PHARMACEUTICALS, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...13.49%
AMAT logo
AMATAPPLIED MATERIALS, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...7.09%
AMD logo
AMDADVANCED MICRO DEVICES, INC.Stock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING FILING ID #200...18.20%
AMGN logo
AMGNAMGEN INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...0.15%
AMT logo
AMTAMERICAN TOWER CORPORATIONStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-0.65%
AMZN logo
AMZNAMAZON.COM, INC. - COMMON STOCKStock
Sale$250,001 - $500,000Jun 22, 2025May 12, 2025-0.63%
ANET logo
ANETARISTA NETWORKS, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...3.44%
APP logo
APPAPPLOVIN CORPORATION - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025--7.31%
APTV logo
APTVAPTIV PLC ORDINARY SHARESStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...1.15%
ARES logo
ARESARES MANAGEMENT CORPORATION CLASS A COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.15%
AVGO logo
AVGOBROADCOM INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...17.27%
AWK logo
AWKAMERICAN WATER WORKS COMPANY, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.52%
AXON logo
AXONAXON ENTERPRISE, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...9.26%
AXP logo
AXPAMERICAN EXPRESS COMPANY COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...1.49%
AZO logo
AZOAUTOZONE, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.02%
BA logo
BABOEING COMPANYStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...3.65%
BAC logo
BACBANK OF AMERICA CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.75%
BALL logo
BALLBALL CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...3.26%
BKE logo
BKEBUCKLE, INC.Stock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...13.11%
BKNG logo
BKNGBOOKING HOLDINGS INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.48%
BLK logo
BLKBLACKROCK, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.84%
BMY logo
BMYBRISTOL-MYERS SQUIBB COMPANY COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.98%
BRK.B logo
BRK.BBERKSHIRE HATHAWAY INC. NEW COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025--13.53%
BSX logo
BSXBOSTON SCIENTIFIC CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.54%
BUSE logo
BUSEFIRST BUSEY CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...0.53%
CAT logo
CATCATERPILLAR, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...7.82%
CB logo
CBCHUBB LIMITED COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.81%
CBOE logo
CBOECBOE GLOBAL MARKETS, INC.Stock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025--0.10%
CCI logo
CCICROWN CASTLE INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.11%
CCL logo
CCLCARNIVAL CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...25.97%
CDNS logo
CDNSCADENCE DESIGN SYSTEMS, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.74%
CEG logo
CEGCONSTELLATION ENERGY CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.08%
CG logo
CGTHE CARLYLE GROUP INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...14.07%
CHTR logo
CHTRCHARTER COMMUNICATIONS, INC. - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.03%
CI logo
CITHE CIGNA GROUP COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-7.14%
CMCSA logo
CMCSACOMCAST CORPORATION - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.40%
CME logo
CMECME GROUP INC. - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-2.01%
CMG logo
CMGCHIPOTLE MEXICAN GRILL, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...2.79%
CNC logo
CNCCENTENE CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-53.90%
CNO logo
CNOCNO FINANCIAL GROUP, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.42%
COIN logo
COINCOINBASE GLOBAL, INC. - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...65.86%
COP logo
COPCONOCOPHILLIPS COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.17%
COR logo
CORCENCORA, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...2.19%
COST logo
COSTCOSTCO WHOLESALE CORPORATION - COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-8.83%
CPRT logo
CPRTCOPART, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-27.92%
CRL logo
CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...1.09%
CRM logo
CRMSALESFORCE, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-13.06%
CRWD logo
CRWDCROWDSTRIKE HOLDINGS, INC. - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...11.23%
CSCO logo
CSCOCISCO SYSTEMS, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.30%
CSGP logo
CSGPCOSTAR GROUP, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...1.78%
CSX logo
CSXCSX CORPORATIONStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...2.57%
CTAS logo
CTASCINTAS CORPORATION - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.22%
CTRA logo
CTRACOTERRA ENERGY INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.61%
CVS logo
CVSCVS HEALTH CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.59%
CVX logo
CVXCHEVRON CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-2.39%
CWST logo
CWSTCASELLA WASTE SYSTEMS, INC. - CLASS A COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.42%
DAL logo
DALDELTA AIR LINES, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025--8.70%
DASH logo
DASHDOORDASH, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...22.05%
DE logo
DEDEERE & COMPANY COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.51%
DG logo
DGDOLLAR GENERAL CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...23.49%
DHR logo
DHRDANAHER CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-7.07%
DIS logo
DISWALT DISNEY COMPANYStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...4.99%
DVN logo
DVNDEVON ENERGY CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.07%
DXCM logo
DXCMDEXCOM, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-8.95%
ELV logo
ELVELEVANCE HEALTH, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025--23.23%
EPAM logo
EPAMEPAM SYSTEMS, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-10.03%
EW logo
EWEDWARDS LIFESCIENCES CORPORATION COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.95%
EXPO logo
EXPOEXPONENT, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-11.51%
FI logo
FIFISERV, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-13.70%
FIS logo
FISFIDELITY NATIONAL INFORMATION SERVICES, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.99%
FTNT logo
FTNTFORTINET, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-1.96%
GE logo
GEGE AEROSPACE COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...7.09%
GEV logo
GEVGE VERNOVA INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...20.81%
GILD logo
GILDGILEAD SCIENCES, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...1.19%
GM logo
GMGENERAL MOTORS COMPANY COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025--2.02%
GOOG logo
GOOGALPHABET INC. - CLASS C CAPITAL STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...4.79%
GOOGL logo
GOOGLALPHABET INC. - CLASS A COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.09%
GS logo
GSGOLDMAN SACHS GROUP, INC.Stock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...13.75%
HAL logo
HALHALLIBURTON COMPANY COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-8.17%
HD logo
HDHOME DEPOT, INC.Stock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025--8.85%
HIW logo
HIWHIGHWOODS PROPERTIES, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.22%
HOMB logo
HOMBHOME BANCSHARES, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-7.08%
HUBB logo
HUBBHUBBELL INC COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...2.66%
IBM logo
IBMINTERNATIONAL BUSINESS MACHINES CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...8.81%
IDA logo
IDAIDACORP, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-2.77%
IDXX logo
IDXXIDEXX LABORATORIES, INC. - COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...0.60%
INTU logo
INTUINTUIT INC. - COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...11.84%
ISRG logo
ISRGINTUITIVE SURGICAL, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-11.23%
JNJ logo
JNJJOHNSON & JOHNSON COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.74%
JPM logo
JPMJP MORGAN CHASE & CO. COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.80%
KO logo
KOCOCA-COLA COMPANYStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.34%
KR logo
KRKROGER COMPANYStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-2.98%
LEN logo
LENLENNAR CORPORATION CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.43%
LFUS logo
LFUSLITTELFUSE, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-0.09%
LIN logo
LINLINDE PLC - ORDINARY SHARESStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.13%
LLY logo
LLYELI LILLY AND COMPANY COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.18%
LMT logo
LMTLOCKHEED MARTIN CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-7.34%
LNG logo
LNGCHENIERE ENERGY, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-2.97%
LOW logo
LOWLOWE'S COMPANIES, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.82%
LRCX logo
LRCXLAM RESEARCH CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025-12.85%
LULU logo
LULULULULEMON ATHLETICA INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-28.38%
MA logo
MAMASTERCARD INCORPORATED COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025--8.75%
MCD logo
MCDMCDONALD'S CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-12.37%
MCK logo
MCKMCKESSON CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...0.48%
META logo
METAMETA PLATFORMS, INC. - CLASS A COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.87%
MMM logo
MMM3M COMPANY COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.47%
MPC logo
MPCMARATHON PETROLEUM CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.11%
MRVL logo
MRVLMARVELL TECHNOLOGY, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...4.46%
MSFT logo
MSFTMICROSOFT CORPORATION - COMMON STOCKStock
Sale$500,001 - $1,000,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...4.31%
MSTR logo
MSTRMICROSTRATEGY INCORPORATED - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-8.75%
MTCH logo
MTCHMATCH GROUP, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.60%
NDAQ logo
NDAQNASDAQ, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...5.66%
NEE logo
NEENEXTERA ENERGY, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...0.79%
NEM logo
NEMNEWMONT CORPORATIONStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...12.00%
NET logo
NETCLOUDFLARE, INC. CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...28.99%
NFLX logo
NFLXNETFLIX, INC. - COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...9.71%
NI logo
NINISOURCE INC COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.05%
NVDA logo
NVDANVIDIA CORPORATION - COMMON STOCKStock
Sale$500,001 - $1,000,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...22.18%
O logo
OREALTY INCOME CORPORATION COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.63%
OGE logo
OGEOGE ENERGY CORP COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.49%
ORCL logo
ORCLORACLE CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...41.26%
ORI logo
ORIOLD REPUBLIC INTERNATIONAL CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.74%
OXY logo
OXYOCCIDENTAL PETROLEUM CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-7.64%
PANW logo
PANWPALO ALTO NETWORKS, INC.Stock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-2.38%
PEP logo
PEPPEPSICO, INC.Stock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.37%
PG logo
PGPROCTER & GAMBLE COMPANYStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.72%
PGR logo
PGRPROGRESSIVE CORPORATIONStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-16.00%
PHM logo
PHMPULTEGROUP, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.97%
PLTR logo
PLTRPALANTIR TECHNOLOGIES INC. - CLASS A COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...10.97%
PM logo
PMPHILIP MORRIS INTERNATIONAL INC COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...3.46%
PRI logo
PRIPRIMERICA, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.55%
PRU logo
PRUPRUDENTIAL FINANCIAL, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-7.31%
PSX logo
PSXPHILLIPS 66 COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...0.03%
PWR logo
PWRQUANTA SERVICES, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...9.46%
PYPL logo
PYPLPAYPAL HOLDINGS, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-1.12%
RCL logo
RCLROYAL CARIBBEAN CRUISES LTD. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...29.31%
RGLD logo
RGLDROYAL GOLD, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-8.01%
RLI logo
RLIRLI CORP. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-11.31%
ROST logo
ROSTROSS STORES, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-18.86%
RPD logo
RPDRAPID7, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-17.13%
RTX logo
RTXRTX CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025-5.29%
RUSHB logo
RUSHBRUSH ENTERPRISES, INC. - CLASS B COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-8.09%
SBAC logo
SBACSBA COMMUNICATIONS CORPORATION - CLASS A COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.77%
SCHW logo
SCHWCHARLES SCHWAB CORPORATIONStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...2.00%
SHW logo
SHWSHERWIN-WILLIAMS COMPANYStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.51%
SJM logo
SJMTHE J.M. SMUCKER COMPANY COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-14.45%
SNDR logo
SNDRSCHNEIDER NATIONAL, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.13%
SNOW logo
SNOWSNOWFLAKE INC. CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...18.59%
SNPS logo
SNPSSYNOPSYS, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025--0.36%
SPGI logo
SPGIS&P GLOBAL INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.19%
SPOT logo
SPOTSPOTIFY TECHNOLOGY S.A. ORDINARY SHARESStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...12.13%
SYK logo
SYKSTRYKER CORPORATION COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-5.33%
SYY logo
SYYSYSCO CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...0.17%
T logo
TAT&T INC.Stock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-1.29%
TDG logo
TDGTRANSDIGM GROUP INCORPORATED COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...1.08%
THG logo
THGHANOVER INSURANCE GROUP INCStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.55%
TJX logo
TJXTJX COMPANIES, INC.Stock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-11.28%
TSLA logo
TSLATESLA, INC. - COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-14.15%
TT logo
TTTRANE TECHNOLOGIES PLCStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-2.04%
TTD logo
TTDTHE TRADE DESK, INC. - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-13.83%
TTWO logo
TTWOTAKE-TWO INTERACTIVE SOFTWARE, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...0.72%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATED - COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...7.48%
UBER logo
UBERUBER TECHNOLOGIES, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...3.27%
UCB logo
UCBUNITED COMMUNITY BANKS, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-1.67%
UNP logo
UNPUNION PACIFIC CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.53%
UVSP logo
UVSPUNIVEST FINANCIAL CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.38%
V logo
VVISA INC.Stock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.25%
VRTX logo
VRTXVERTEX PHARMACEUTICALS INCORPORATED - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-1.91%
VZ logo
VZVERIZON COMMUNICATIONS INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-6.94%
WBD logo
WBDWARNER BROS. DISCOVERY, INC. - SERIES A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...12.92%
WDAY logo
WDAYWORKDAY, INC. - CLASS A COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-15.99%
WDC logo
WDCWESTERN DIGITAL CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...33.56%
WELL logo
WELLWELLTOWER INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-0.57%
WFC logo
WFCWELLS FARGO & COMPANY COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...3.49%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.11%
WMT logo
WMTWALMART INC. COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-3.79%
XOM logo
XOMEXXON MOBIL CORPORATION COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-4.69%
ZM logo
ZMZOOM COMMUNICATIONS, INC. - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-13.13%
ZTS logo
ZTSZOETIS INC. CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 12, 2025ACCOUNT CLOSING...-9.48%
AAPL logo
AAPLAPPLE INC. - COMMON STOCKStock
Sale$500,001 - $1,000,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-3.56%
ADBE logo
ADBEADOBE INC. - COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-11.71%
AEO logo
AEOAMERICAN EAGLE OUTFITTERS, INC. COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-22.56%
AMAT logo
AMATAPPLIED MATERIALS, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...12.42%
AMD logo
AMDADVANCED MICRO DEVICES, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...22.67%
AON logo
AONAON PLC CLASS A ORDINARY SHARESStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-10.96%
APTV logo
APTVAPTIV PLC ORDINARY SHARESStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...8.00%
AXP logo
AXPAMERICAN EXPRESS COMPANY COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...3.90%
BAC logo
BACBANK OF AMERICA CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...7.10%
BALL logo
BALLBALL CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...2.93%
BLK logo
BLKBLACKROCK, INC. COMMON STOCKStock
Sale$50,001 - $100,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...5.99%
CCL logo
CCLCARNIVAL CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...34.87%
CEG logo
CEGCONSTELLATION ENERGY CORPORATION - COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...7.74%
COIN logo
COINCOINBASE GLOBAL, INC. - CLASS A COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...63.06%
CRL logo
CRLCHARLES RIVER LABORATORIES INTERNATIONAL, INC. COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-1.00%
CRM logo
CRMSALESFORCE, INC. COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-13.43%
CTAS logo
CTASCINTAS CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-8.67%
CTRA logo
CTRACOTERRA ENERGY INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-2.52%
CVX logo
CVXCHEVRON CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-2.31%
DIS logo
DISWALT DISNEY COMPANYStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025-7.29%
DVN logo
DVNDEVON ENERGY CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-7.52%
DXCM logo
DXCMDEXCOM, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-12.68%
ECL logo
ECLECOLAB INC. COMMON STOCKStock
Sale$100,001 - $250,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-2.62%
GE logo
GEGE AEROSPACE COMMON STOCKStock
Purchase$50,001 - $100,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...6.05%
GS logo
GSGOLDMAN SACHS GROUP, INC.Stock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...15.80%
HAL logo
HALHALLIBURTON COMPANY COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-6.66%
HD logo
HDHOME DEPOT, INC.Stock
Sale$50,001 - $100,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-9.11%
HNI logo
HNIHNI CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...0.98%
ISRG logo
ISRGINTUITIVE SURGICAL, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-10.51%
LEN logo
LENLENNAR CORPORATION CLASS A COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-10.19%
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-5.03%
MRVL logo
MRVLMARVELL TECHNOLOGY, INC. - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...14.28%
MSFT logo
MSFTMICROSOFT CORPORATION - COMMON STOCKStock
Purchase$500,001 - $1,000,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...3.72%
NVDA logo
NVDANVIDIA CORPORATION - COMMON STOCKStock
Purchase$100,001 - $250,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...24.95%
ORCL logo
ORCLORACLE CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...44.66%
OXY logo
OXYOCCIDENTAL PETROLEUM CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-5.26%
PANW logo
PANWPALO ALTO NETWORKS, INC.Stock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-3.04%
TDG logo
TDGTRANSDIGM GROUP INCORPORATED COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025-0.18%
TTD logo
TTDTHE TRADE DESK, INC. - CLASS A COMMON STOCKStock
Purchase$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...12.93%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATED - COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...18.97%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-31.10%
UPS logo
UPSUNITED PARCEL SERVICE, INC. COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-5.85%
WDAY logo
WDAYWORKDAY, INC. - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...-16.37%
XYZ logo
XYZBLOCK, INC. CLASS A COMMON STOCK,Stock
Sale$15,001 - $50,000Jun 22, 2025May 8, 2025PORTFOLIO REBALANCE...28.64%
A logo
AAGILENT TECHNOLOGIES, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-1.55%
ABBV logo
ABBVABBVIE INC. COMMON STOCKStock
Sale$50,001 - $100,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-9.46%
ADSK logo
ADSKAUTODESK, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...3.60%
AMAT logo
AMATAPPLIED MATERIALS, INC. - COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...20.87%
ARES logo
ARESARES MANAGEMENT CORPORATION CLASS A COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...5.88%
AVGO logo
AVGOBROADCOM INC. - COMMON STOCKStock
Sale$100,001 - $250,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...42.43%
BUSE logo
BUSEFIRST BUSEY CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...2.32%
CAT logo
CATCATERPILLAR, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025-15.13%
CG logo
CGTHE CARLYLE GROUP INC. - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...35.51%
CMG logo
CMGCHIPOTLE MEXICAN GRILL, INC. COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-2.79%
CSX logo
CSXCSX CORPORATIONStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...1.48%
FBIN logo
FBINFORTUNE BRANDS INNOVATIONS, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-16.15%
HEI.A logo
HEI.AHEICO CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...11.44%
LFUS logo
LFUSLITTELFUSE, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025-32.58%
LULU logo
LULULULULEMON ATHLETICA INC. - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-23.30%
META logo
METAMETA PLATFORMS, INC. - CLASS A COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...25.33%
MRK logo
MRKMERCK & COMPANY, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-14.20%
NEE logo
NEENEXTERA ENERGY, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-5.19%
ROST logo
ROSTROSS STORES, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-24.26%
SNPS logo
SNPSSYNOPSYS, INC. - COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...11.89%
SPGI logo
SPGIS&P GLOBAL INC. COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-3.38%
STAG logo
STAGSTAG INDUSTRIAL, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-8.75%
SYK logo
SYKSTRYKER CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025--4.64%
UPS logo
UPSUNITED PARCEL SERVICE, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-13.34%
WDC logo
WDCWESTERN DIGITAL CORPORATION - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...60.70%
ZTS logo
ZTSZOETIS INC. CLASS A COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 17, 2025PORTFOLIO REBALANCE...-12.28%
null logo
-PEMBROKE PINES FL CAP IMPT RE 5.000Corporate Securities (Bonds and Notes)
Sale$1,001 - $15,000May 8, 2025Apr 14, 2025PORTFOLIO REBALANCE...-
AMAT logo
AMATAPPLIED MATERIALS, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...15.31%
AMGN logo
AMGNAMGEN INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-13.88%
CCI logo
CCICROWN CASTLE INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-10.96%
CLX logo
CLXCLOROX COMPANYStock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-28.26%
COP logo
COPCONOCOPHILLIPS COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-9.19%
HRI logo
HRIHERC HOLDINGS INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...3.08%
KEYS logo
KEYSKEYSIGHT TECHNOLOGIES INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...5.28%
LGIH logo
LGIHLGI HOMES, INC. - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-24.30%
LMT logo
LMTLOCKHEED MARTIN CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-17.55%
LOW logo
LOWLOWE'S COMPANIES, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-14.21%
MCD logo
MCDMCDONALD'S CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-21.60%
NFLX logo
NFLXNETFLIX, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...24.12%
NSC logo
NSCNORFOLK SOUTHERN CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...2.77%
PFE logo
PFEPFIZER, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-1.12%
SLB logo
SLBSCHLUMBERGER N.V. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-13.41%
SPOT logo
SPOTSPOTIFY TECHNOLOGY S.A. ORDINARY SHARESStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...19.11%
STAG logo
STAGSTAG INDUSTRIAL, INC. COMMON STOCKStock
Sale$50,001 - $100,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-1.21%
WMT logo
WMTWALMART INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-9.26%
WY logo
WYWEYERHAEUSER COMPANY COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...-16.94%
XYZ logo
XYZBLOCK, INC. CLASS A COMMON STOCK,Stock
Sale$15,001 - $50,000May 8, 2025Apr 11, 2025PORTFOLIO REBALANCE...12.36%
AAPL logo
AAPLAPPLE INC. - COMMON STOCKStock
Purchase$100,001 - $250,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-7.39%
ADBE logo
ADBEADOBE INC. - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-12.46%
AKAM logo
AKAMAKAMAI TECHNOLOGIES, INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE FILING ID ...-11.63%
ALB logo
ALBALBEMARLE CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-10.36%
AMD logo
AMDADVANCED MICRO DEVICES, INC.Stock
Sale$50,001 - $100,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...38.07%
ANET logo
ANETARISTA NETWORKS, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...25.76%
APP logo
APPAPPLOVIN CORPORATION - CLASS A COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025-25.47%
APTV logo
APTVAPTIV PLC ORDINARY SHARESStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...15.48%
AVB logo
AVBAVALONBAY COMMUNITIES, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-15.86%
AWK logo
AWKAMERICAN WATER WORKS COMPANY, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-24.78%
AXP logo
AXPAMERICAN EXPRESS COMPANY COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...14.66%
BAC logo
BACBANK OF AMERICA CORPORATION COMMON STOCKStock
Sale$50,001 - $100,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...13.67%
BALL logo
BALLBALL CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...0.74%
BC logo
BCBRUNSWICK CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...5.42%
BKE logo
BKEBUCKLE, INC.Stock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...7.94%
BKNG logo
BKNGBOOKING HOLDINGS INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...13.92%
BLK logo
BLKBLACKROCK, INC. COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...8.52%
CBOE logo
CBOECBOE GLOBAL MARKETS, INC.Stock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-9.61%
CCL logo
CCLCARNIVAL CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...55.30%
CFG logo
CFGCITIZENS FINANCIAL GROUP, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...11.98%
CG logo
CGTHE CARLYLE GROUP INC. - COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...25.85%
COP logo
COPCONOCOPHILLIPS COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-15.06%
CRM logo
CRMSALESFORCE, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-12.61%
CTAS logo
CTASCINTAS CORPORATION - COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-8.92%
CVX logo
CVXCHEVRON CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-17.92%
DFS logo
DFSDISCOVER FINANCIAL SERVICES COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025-14.75%
DHR logo
DHRDANAHER CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-12.57%
DIS logo
DISWALT DISNEY COMPANYStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...24.76%
DVN logo
DVNDEVON ENERGY CORPORATION COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-8.87%
DXCM logo
DXCMDEXCOM, INC. - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...11.48%
ECL logo
ECLECOLAB INC. COMMON STOCKStock
Purchase$100,001 - $250,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-5.10%
EW logo
EWEDWARDS LIFESCIENCES CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-11.95%
FCX logo
FCXFREEPORT-MCMORAN, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...25.51%
FIS logo
FISFIDELITY NATIONAL INFORMATION SERVICES, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-5.42%
GE logo
GEGE AEROSPACE COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...25.18%
GEN logo
GENGEN DIGITAL INC. - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...3.86%
GS logo
GSGOLDMAN SACHS GROUP, INC.Stock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...29.63%
HAL logo
HALHALLIBURTON COMPANY COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-18.59%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-15.44%
HLT logo
HLTHILTON WORLDWIDE HOLDINGS INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...9.59%
HOG logo
HOGHARLEY-DAVIDSON, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-16.24%
HOMB logo
HOMBHOME BANCSHARES, INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-6.09%
HON logo
HONHONEYWELL INTERNATIONAL INC.Stock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...4.59%
HRI logo
HRIHERC HOLDINGS INC. COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025--8.21%
IDXX logo
IDXXIDEXX LABORATORIES, INC. - COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...20.86%
IFF logo
IFFINTERNATIONAL FLAVORS & FRAGRANCES, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-17.03%
INTC logo
INTCINTEL CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-10.68%
INTU logo
INTUINTUIT INC. - COMMON STOCKStock
Purchase$100,001 - $250,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...17.78%
ISRG logo
ISRGINTUITIVE SURGICAL, INC. - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-7.76%
LECO logo
LECOLINCOLN ELECTRIC HOLDINGS, INC. - COMMON SHARESStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...5.95%
LIN logo
LINLINDE PLC - ORDINARY SHARESStock
Purchase$50,001 - $100,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-12.82%
LNG logo
LNGCHENIERE ENERGY, INC. COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-5.11%
LRCX logo
LRCXLAM RESEARCH CORPORATION - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...34.69%
LULU logo
LULULULULEMON ATHLETICA INC. - COMMON STOCKStock
Purchase$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-33.44%
MA logo
MAMASTERCARD INCORPORATED COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...-6.70%
MCHP logo
MCHPMICROCHIP TECHNOLOGY INCORPORATED - COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...64.57%
META logo
METAMETA PLATFORMS, INC. - CLASS A COMMON STOCKStock
Sale$100,001 - $250,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...16.05%
MRVL logo
MRVLMARVELL TECHNOLOGY, INC. - COMMON STOCKStock
Purchase$50,001 - $100,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...17.20%
MS logo
MSMORGAN STANLEY COMMON STOCKStock
Sale$15,001 - $50,000May 8, 2025Apr 7, 2025-19.34%
MSFT logo
MSFTMICROSOFT CORPORATION - COMMON STOCKStock
Sale$250,001 - $500,000May 8, 2025Apr 7, 2025PORTFOLIO REBALANCE...15.99%

Estimated Live Stock Portfolio

Ticker
Current Holding
Portfolio Allocation

...

...

Disclosed Holdings

Ticker
Asset Type
Asset Name
Amount
Owner
Report Year
Filed

*These holdings are collected from annual financial disclosure statements. There are occasionally parsing errors, and it does not include recent transactions.

Fundrasing
Spending
Cash On Hand

Corporate PAC Donors

Ticker
Company Committee
Recipient Committee
Amount
Date
Party
Cycle

Proposed Legislation

Click on a row for more details

Title
Introduced
Latest Action Date