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John Boozman — Stock Trading Profile

SenateRepublicanArkansas

Track John Boozman’s disclosed stock trades in real time — performance, top holdings, and detailed trade history under the STOCK Act.

Total Trades

331

Disclosed on file

Total Volume

$660.33K

Across disclosed trades

12-Mo Return vs S&P

+18.0%

S&P +15.3%

Last Recorded Trade

Jul 30, 2026

Most recent disclosure

John's Trading Performance
John has performed above the market over the past 12 months, gaining 17.99% versus 15.28% for the S&P 500.
John
S&P 500

Recent Trades by John Boozman

PayPal Holdings
PYPL
$1K - $15K
stockPurchaseJul 30, 2026-12.0%
Tradr 2X Long SPY Monthly ETF
SPYM
$1K - $15K
stockPurchaseJul 23, 20269.8%
Aptiv
APTV
$1K - $15K
stockPurchaseJul 09, 2026-23.7%
Estee Lauder Cos
EL
$1K - $15K
stockPurchaseJul 02, 202615.2%
Chevron
CVX
$1K - $15K
stockPurchaseJul 02, 202625.7%
Tradr 2X Long SPY Monthly ETF
SPYM
$1K - $15K
stockPurchaseJul 02, 20269.8%
iShares Expanded Tech-Software Sector ETF
IGV
$1K - $15K
stockPurchaseJun 25, 202619.4%
abrdn Physical Palladium Shares ETF
PALL
$1K - $15K
stockPurchaseJun 25, 202628.3%
Tortoise North American Pipeline Fund
TPYP
$1K - $15K
stockSale (Partial)Jun 25, 202615.7%
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1K - $15K
stockSale (Partial)Jun 25, 202641.3%
SCHP - Schwab U.S. TIPS ETF
—
$1K - $15K
stockPurchaseJun 17, 2026—
iShares 7-10 Year Treasury Bond ETF
IEF
$1K - $15K
stockSale (Partial)Jun 17, 2026-7.3%
CEG - Constellation Energy Corporation - Common Stock When-Issued
—
$1K - $15K
stockPurchaseJun 12, 2026—
Atmos Energy
ATO
$1K - $15K
stockSaleJun 12, 20263.6%
UnitedHealth Group
UNH
$1K - $15K
stockPurchaseJun 04, 2026-48.0%
Boston Scientific
BSX
$1K - $15K
stockSale (Partial)Jun 04, 2026-11.0%
Vanguard Developed Markets Index Fund - ETF Shares
VEA
$1K - $15K
stockSale (Partial)May 27, 202641.9%
Vanguard Global ex-U.S. Real Estate ETF
VNQI
$1K - $15K
stockSale (Partial)May 27, 2026-3.2%
Sprott Lithium Miners ETF
LITP
$1K - $15K
stockSale (Partial)May 27, 202672.4%
iShares Core S&P 500 ETF
IVV
$1K - $15K
stockSale (Partial)May 27, 202626.5%
NEW WORLD FUND INC - Class R-6
RNWGX
$1K - $15K
stockSale (Partial)May 27, 2026—
iShares Russell 2000 ETF
IWM
$1K - $15K
stockSale (Partial)May 27, 202623.2%
iShares MSCI EAFE ETF
EFA
$1K - $15K
stockSale (Partial)May 27, 2026—
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1K - $15K
stockSale (Partial)May 27, 202661.1%
FT Energy Income Partners Enhanced Income ETF
EIPI
$1K - $15K
stockSale (Partial)May 27, 202614.7%
Tradr 2X Long SPY Monthly ETF
SPYM
$1K - $15K
stockSale (Partial)May 27, 20269.8%
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1K - $15K
stockSale (Partial)May 27, 202641.3%
Ecolab
ECL
$1K - $15K
stockSale (Partial)May 15, 2026-7.1%
Accenture
ACN
$1K - $15K
stockSale (Partial)May 15, 2026—
Schwab U.S. TIPS ETF
SCHP
$1K - $15K
stockSale (Partial)May 13, 2026-1.3%
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$1K - $15K
stockSale (Partial)May 13, 2026-0.1%
iShares CMBS Bond ETF
CMBS
$1K - $15K
stockSale (Partial)May 13, 2026-1.5%
iShares 3-7 Year Treasury Bond ETF
IEI
$50K - $100K
stockSaleMay 13, 2026-1.7%
iShares MBS ETF
MBB
$1K - $15K
stockSale (Partial)May 13, 2026-4.6%
Devon Energy
DVN
$1K - $15K
stockPurchaseApr 09, 20264.5%
Constellation Energy
CEG
$1K - $15K
stockPurchaseApr 02, 20264.8%
Invesco Short Term Treasury ETF
TBLL
$1K - $15K
stockSale (Partial)Apr 02, 2026—
Tradr 2X Long SPY Monthly ETF
SPYM
$1K - $15K
stockPurchaseMar 20, 20269.8%
Tortoise North American Pipeline Fund
TPYP
$1K - $15K
stockSale (Partial)Mar 20, 202615.7%
Vanguard Developed Markets Index Fund - ETF Shares
VEA
$1K - $15K
stockPurchaseMar 19, 202641.9%
NVIDIA
NVDA
$1K - $15K
stockPurchaseMar 19, 202665.7%
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1K - $15K
stockPurchaseMar 19, 202641.3%
Johnson & Johnson
JNJ
$1K - $15K
stockSale (Partial)Mar 19, 2026—
JPMorgan BetaBuilders Europe ETF
BBEU
$15K - $50K
stockSaleMar 19, 2026—
Ares Management
ARES
$1K - $15K
stockPurchaseMar 13, 202628.4%
Microsoft
MSFT
$1K - $15K
stockPurchaseMar 05, 202610.5%
NetApp
NTAP
$1K - $15K
stockPurchaseFeb 27, 202685.4%
Applied Materials
AMAT
$1K - $15K
stockSale (Partial)Feb 27, 2026-27.4%
Kroger
KR
$1K - $15K
stockPurchaseFeb 26, 2026-15.2%
Procter & Gamble
PG
$1K - $15K
stockSale (Partial)Feb 26, 2026—
Union Pacific
UNP
$1K - $15K
stockSale (Partial)Feb 19, 2026—
Microsoft
MSFT
$1K - $15K
stockPurchaseFeb 13, 202610.5%
Adobe
ADBE
$1K - $15K
stockSaleFeb 13, 2026-23.3%
Uber Technologies
UBER
$1K - $15K
stockPurchaseFeb 06, 2026-3.0%
iShares 7-10 Year Treasury Bond ETF
IEF
$1K - $15K
stockPurchaseFeb 06, 2026-7.3%
iShares 10-20 Year Treasury Bond ETF
TLH
$1K - $15K
stockPurchaseFeb 06, 2026-7.8%
iShares J.P. Morgan USD Emerging Markets Bond ETF
EMB
$1K - $15K
stockPurchaseFeb 06, 2026-3.4%
iShares CMBS Bond ETF
CMBS
$1K - $15K
stockPurchaseFeb 06, 2026-1.5%
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$1K - $15K
stockPurchaseFeb 06, 2026-1.4%
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
XTWO
$15K - $50K
stockPurchaseFeb 06, 2026-1.9%
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$1K - $15K
stockSale (Partial)Feb 06, 2026-0.1%
iShares 1-3 Year Treasury Bond ETF
SHY
$15K - $50K
stockSaleFeb 06, 2026-0.2%
iShares MBS ETF
MBB
$1K - $15K
stockSale (Partial)Feb 06, 2026-4.6%
iShares Agency Bond ETF
AGZ
$1K - $15K
stockSale (Partial)Feb 06, 2026-2.5%
DoubleLine Emerging Markets Fixed Income Fund - Class I
DBLEX
$1K - $15K
stockSaleFeb 06, 2026—
PayPal Holdings
PYPL
$1K - $15K
stockPurchaseJan 29, 2026-12.0%
Eaton Corp
ETN
$1K - $15K
stockPurchaseJan 29, 202611.8%
CVS Corp
CVS
$1K - $15K
stockPurchaseJan 29, 202628.0%
Caterpillar
CAT
$1K - $15K
stockPurchaseJan 29, 202621.0%
Union Pacific
UNP
$1K - $15K
stockSale (Partial)Jan 29, 2026—
Omnicom Group
OMC
$1K - $15K
stockSaleJan 29, 2026—
iShares S&P 500 Growth ETF
IVW
$1K - $15K
stockSaleJan 29, 202612.1%
Fiserv
FISV
$1K - $15K
stockSaleJan 29, 2026—
DexCom
DXCM
$1K - $15K
stockPurchaseJan 26, 202615.2%
Micron Technology
MU
$1K - $15K
stockSale (Partial)Jan 26, 2026—
Vanguard Global ex-U.S. Real Estate ETF
VNQI
$1K - $15K
stockPurchaseJan 23, 2026-3.2%
Tortoise Capital Series Trust Tortoise North Ameri
TPYP
$1K - $15K
stockPurchaseJan 23, 202615.7%
Sprott Lithium Miners ETF
LITP
$1K - $15K
stockPurchaseJan 23, 202672.4%
New World Fund Inc. Cl R-6
RNWGX
$1K - $15K
stockPurchaseJan 23, 2026—
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$1K - $15K
stockPurchaseJan 23, 2026-0.1%
iShares Core S&P 500 ETF
IVV
$1K - $15K
stockPurchaseJan 23, 202626.5%
iShares CMBS Bond ETF
CMBS
$1K - $15K
stockPurchaseJan 23, 2026-1.5%
iShares MBS ETF
MBB
$1K - $15K
stockPurchaseJan 23, 2026-4.6%
Invesco Short Term Treasury ETF
TBLL
$1K - $15K
stockPurchaseJan 23, 2026—
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$1K - $15K
stockPurchaseJan 23, 2026-1.4%
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1K - $15K
stockPurchaseJan 23, 202661.1%
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1K - $15K
stockPurchaseJan 23, 202641.3%
First Trust Exchange-Traded Fund VIII FT Energy In
EIPI
$1K - $15K
stockPurchaseJan 23, 202614.7%
SPYM
—
$1K - $15K
stockSale (Partial)Jan 23, 2026—
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$1K - $15K
stockSale (Partial)Jan 23, 202615.6%
iShares Russell 2000 ETF
IWM
$1K - $15K
stockSale (Partial)Jan 23, 202623.2%
iShares Silver Trust
SLV
$1K - $15K
stockSaleJan 23, 2026—
abrdn Physical Platinum Shares ETF
PPLT
$1K - $15K
stockSaleJan 23, 2026141.8%
abrdn Physical Palladium Shares ETF
PALL
$1K - $15K
stockSaleJan 23, 202628.3%
Visa
V
$1K - $15K
stockPurchaseJan 15, 202612.0%
Apple
AAPL
$1K - $15K
stockPurchaseJan 15, 202620.1%
Omnicom Group
OMC
$1K - $15K
stockSale (Partial)Jan 15, 2026—
Netflix
NFLX
$1K - $15K
stockPurchaseJan 08, 2026-16.0%
Exxon Mobil
XOM
$1K - $15K
stockPurchaseJan 08, 202634.4%
Walt Disney
DIS
$1K - $15K
stockPurchaseJan 08, 2026-7.3%
Micron Technology
MU
$1K - $15K
stockSale (Partial)Jan 08, 2026—
Lam Research
LRCX
$1K - $15K
stockSale (Partial)Jan 08, 2026—
iShares S&P 500 Growth ETF
IVW
$1K - $15K
stockPurchaseDec 31, 202512.1%
Super Micro Computer
SMCI
$1K - $15K
stockSaleDec 31, 2025-14.0%
iShares Core S&P Small-Cap ETF
IJR
$1K - $15K
stockPurchaseDec 26, 202514.9%
State Street SPDR S&P Regional Banking ETF
KRE
$1K - $15K
stockSaleDec 26, 2025—
State Street SPDR Portfolio S&P 500 ETF
SPYM
$15K - $50K
stockPurchaseDec 24, 20259.8%
iShares Silver Trust
SLV
$1K - $15K
stockSale (Partial)Dec 24, 2025—
abrdn Physical Platinum Shares ETF
PPLT
$1K - $15K
stockSale (Partial)Dec 24, 2025141.8%
abrdn Physical Palladium Shares ETF
PALL
$1K - $15K
stockSale (Partial)Dec 24, 202528.3%
Wells Fargo
WFC
$1K - $15K
stockPurchaseDec 17, 2025-3.4%
Microsoft
MSFT
$1K - $15K
stockPurchaseDec 17, 202510.5%
Apple
AAPL
$1K - $15K
stockPurchaseDec 17, 202520.1%
Motorola Solutions
MSI
$1K - $15K
stockSale (Partial)Dec 17, 202517.8%
Boston Scientific
BSX
$1K - $15K
stockSale (Partial)Dec 17, 2025-11.0%
Super Micro Computer
SMCI
$1K - $15K
stockPurchaseDec 11, 2025-14.0%
Arista Networks
ANET
$1K - $15K
stockPurchaseDec 11, 202545.0%
Invesco Short Term Treasury ETF
TBLL
$1K - $15K
stockSale (Partial)Dec 11, 2025—
Vanguard FTSE Developed Markets ETF
VEA
$1K - $15K
stockSale (Partial)Nov 21, 202541.9%
Vanguard Global ex-U.S. Real Estate ETF
VNQI
$1K - $15K
stockSale (Partial)Nov 21, 2025-3.2%
Eli Lilly
LLY
$1K - $15K
stockSale (Partial)Nov 21, 202576.8%
iShares Core S&P 500 ETF
IVV
$1K - $15K
stockSale (Partial)Nov 21, 202526.5%
iShares Russell 2000 ETF
IWM
$1K - $15K
stockSale (Partial)Nov 21, 202523.2%
Fiserv
FISV
$1K - $15K
stockSale (Partial)Nov 21, 2025—
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1K - $15K
stockSale (Partial)Nov 21, 202541.3%
First Trust Exchange-Traded Fund VIII FT Energy In
EIPI
$1K - $15K
stockSale (Partial)Nov 21, 202514.7%
Tortoise North Amer Pipeline Fund
TPYP
$1K - $15K
stockSale (Partial)Nov 21, 202515.7%
iShares MSCI EAFE ETF
EFA
$1K - $15K
stockSale (Partial)Nov 20, 2025—
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1K - $15K
stockSale (Partial)Nov 20, 202561.1%
NEW WORLD FUND INC - Class R-6
RNWGX
$1K - $15K
stockSale (Partial)Nov 20, 2025—
Salesforce
CRM
$1K - $15K
stockSaleNov 13, 2025-24.8%
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$1K - $15K
stockSaleNov 06, 202556.4%
Tortoise North American Pipeline ETF
TPYP
$1K - $15K
stockSale (Partial)Nov 03, 202515.7%
Meta Platforms
META
$1K - $15K
stockPurchaseOct 31, 202523.6%
Omnicom Group
OMC
$1K - $15K
stockSale (Partial)Oct 31, 2025—
Costco Wholesale
COST
$1K - $15K
stockPurchaseOct 09, 2025-4.3%
COLGATE PALMOLIVE LTD.
COLPAL
$1K - $15K
stockSaleOct 09, 2025—
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1K - $15K
stockPurchaseOct 03, 202541.3%
First Trust Exchange-Traded Fund VIII FT Energy In
EIPI
$15K - $50K
stockPurchaseOct 03, 202514.7%
Sprott Uranium Miners ETF
URNM
$1K - $15K
stockSaleOct 03, 202569.1%
Sprott Lithium Miners ETF
LITP
$1K - $15K
stockSale (Partial)Oct 03, 202572.4%
iShares Silver Trust
SLV
$1K - $15K
stockSale (Partial)Oct 03, 2025—
First Trust North American Energy Infrastructure Fund
EMLP
$15K - $50K
stockSaleOct 03, 2025—
IQVIA Hldgs
IQV
$1K - $15K
stockSale (Partial)Oct 02, 2025—
Alphabet
GOOGL
$1K - $15K
stockPurchaseSep 17, 202599.2%
iShares 7-10 Year Treasury Bond ETF
IEF
$15K - $50K
stockPurchaseSep 16, 2025-7.3%
iShares 1-3 Year Treasury Bond ETF
SHY
$1K - $15K
stockPurchaseSep 16, 2025-0.2%
iShares 3-7 Year Treasury Bond ETF
IEI
$15K - $50K
stockPurchaseSep 16, 2025-1.7%
Schwab U.S. TIPS ETF
SCHP
$1K - $15K
stockPurchaseSep 16, 2025-1.3%
Eaton Corp
ETN
$1K - $15K
stockPurchaseSep 12, 202511.8%
Adobe
ADBE
$1K - $15K
stockPurchaseSep 04, 2025-23.3%
NVIDIA
NVDA
$1K - $15K
stockPurchaseAug 22, 202565.7%
Eli Lilly
LLY
$1K - $15K
stockPurchaseAug 22, 202576.8%
Micron Technology
MU
$1K - $15K
stockSale (Partial)Aug 22, 2025—
AbbVie
ABBV
$1K - $15K
stockSale (Partial)Aug 22, 2025—
New World Fund Inc. Cl R-6
RNWGX
$15K - $50K
stockPurchaseAug 14, 2025—
Emerging Markets Fund Class Z
EMRZX
$15K - $50K
stockSaleAug 14, 2025—
Eli Lilly
LLY
$1K - $15K
stockPurchaseAug 11, 202576.8%
AbbVie
ABBV
$1K - $15K
stockSale (Partial)Aug 11, 2025—
New World Fund Inc. Cl R-6
RNWGX
$15K - $50K
stockPurchaseAug 07, 2025—
Advanced Micro Devices
AMD
$1K - $15K
stockPurchaseAug 07, 2025192.1%
Emerging Markets Fund Class Z
EMRZX
$15K - $50K
stockSale (Partial)Aug 07, 2025—
Vanguard Global ex-U.S. Real Estate ETF
VNQI
$1K - $15K
stockPurchaseAug 01, 2025-3.2%
Schwab U.S. TIPs ETF
SCHP
$1K - $15K
stockPurchaseAug 01, 2025-1.3%
New World Fund Inc. Cl R-6
RNWGX
$1K - $15K
stockPurchaseAug 01, 2025—
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$1K - $15K
stockPurchaseAug 01, 2025-0.1%
iShares Russell 2000 ETF
IWM
$1K - $15K
stockPurchaseAug 01, 202523.2%
iShares 7-10 Year Treasury Bond ETF
IEF
$1K - $15K
stockPurchaseAug 01, 2025-7.3%
iShares 1-3 Year Treasury Bond ETF
SHY
$1K - $15K
stockPurchaseAug 01, 2025-0.2%
iShares 10-20 Year Treasury Bond ETF
TLH
$1K - $15K
stockPurchaseAug 01, 2025-7.8%
iShares CMBS Bond ETF
CMBS
$1K - $15K
stockPurchaseAug 01, 2025-1.5%
iShares 3-7 Year Treasury Bond ETF
IEI
$1K - $15K
stockPurchaseAug 01, 2025-1.7%
iShares 20+ Year Treasury Bond ETF
TLT
$1K - $15K
stockPurchaseAug 01, 2025-2.7%
iShares MBS ETF
MBB
$1K - $15K
stockPurchaseAug 01, 2025-4.6%
iShares Agency Bond ETF
AGZ
$1K - $15K
stockPurchaseAug 01, 2025-2.5%
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1K - $15K
stockPurchaseAug 01, 202561.1%
Westwood Smallcap Fund Class Y
WWSYX
$1K - $15K
stockPurchaseAug 01, 2025—
Vanguard FTSE Developed Markets ETF
VEA
$1K - $15K
stockSale (Partial)Aug 01, 202541.9%
Emerging Markets Fund Class Z
EMRZX
$1K - $15K
stockSale (Partial)Aug 01, 2025—
Sprott Uranium Miners ETF
URNM
$1K - $15K
stockSale (Partial)Aug 01, 202569.1%
iShares Core S&P 500 ETF
IVV
$1K - $15K
stockSale (Partial)Aug 01, 202526.5%
iShares MSCI EAFE ETF
EFA
$1K - $15K
stockSale (Partial)Aug 01, 2025—
iShares Silver Trust
SLV
$1K - $15K
stockSale (Partial)Aug 01, 2025—
Invesco Short Term Treasury ETF
TBLL
$15K - $50K
stockSale (Partial)Aug 01, 2025—
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$1K - $15K
stockSale (Partial)Aug 01, 2025-1.4%
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1K - $15K
stockSale (Partial)Aug 01, 202561.1%
First Trust North American Energy Infrastructure Fund
EMLP
$1K - $15K
stockSale (Partial)Aug 01, 2025—
abrdn Physical Platinum Shares ETF
PPLT
$1K - $15K
stockSale (Partial)Aug 01, 2025141.8%
abrdn Physical Palladium Shares ETF
PALL
$1K - $15K
stockSale (Partial)Aug 01, 202528.3%
Walmart
WMT
$1K - $15K
stockPurchaseJul 31, 20257.9%
General Electric Company
GE
$1K - $15K
stockPurchaseJul 31, 202519.6%
Mondelez International
MDLZ
$1K - $15K
stockSale (Partial)Jul 31, 2025—
General Dynamics
GD
$1K - $15K
stockSale (Partial)Jul 31, 2025—
BRK-B - Berkshire Hathaway Inc Class B
—
$1K - $15K
stockPurchaseJul 24, 2025—
JPMorgan Chase
JPM
$1K - $15K
stockSale (Partial)Jul 24, 2025—
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$1K - $15K
stockPurchaseJul 08, 2025-1.4%
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$1K - $15K
stockSaleJul 08, 20251.1%
Micron Technology
MU
$1K - $15K
stockSale (Partial)Jul 01, 2025—
Invesco Short Term Treasury ETF
TBLL
$1K - $15K
stockPurchaseJun 11, 2025—
Broadcom
AVGO
$1K - $15K
stockPurchaseJun 11, 2025131.3%
UnitedHealth Group
UNH
$1K - $15K
stockSaleJun 11, 2025-48.0%
Micron Technology
MU
$1K - $15K
stockSale (Partial)Jun 11, 2025—
Raytheon Technologies Corp
RTX
$1K - $15K
stockPurchaseMay 30, 202545.2%
Meta Platforms
META
$1K - $15K
stockPurchaseMay 30, 202523.6%
Home Depot
HD
$1K - $15K
stockPurchaseMay 20, 2025-19.7%
Atmos Energy
ATO
$1K - $15K
stockPurchaseMay 20, 20253.6%
Alphabet
GOOGL
$1K - $15K
stockPurchaseMay 20, 202599.2%
Meta Platforms
META
$1K - $15K
stockPurchaseMay 16, 202523.6%
Home Depot
HD
$1K - $15K
stockPurchaseMay 16, 2025-19.7%
Amazon.com
AMZN
$1K - $15K
stockPurchaseMay 16, 20254.1%
NVIDIA
NVDA
$1K - $15K
stockPurchaseMay 13, 202565.7%
Broadcom
AVGO
$1K - $15K
stockPurchaseMay 13, 2025131.3%
Microsoft
MSFT
$1K - $15K
stockPurchaseApr 22, 202510.5%
UnitedHealth Group
UNH
$1K - $15K
stockPurchaseApr 16, 2025-48.0%
Oracle
ORCL
$1K - $15K
stockPurchaseApr 16, 202517.9%
Microsoft
MSFT
$1K - $15K
stockPurchaseApr 16, 202510.5%
Meta Platforms
META
$1K - $15K
stockPurchaseApr 15, 202523.6%
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$1K - $15K
stockPurchaseApr 09, 20251.1%
COLGATE PALMOLIVE LTD.
COLPAL
$1K - $15K
stockPurchaseApr 08, 2025—
Broadcom
AVGO
$1K - $15K
stockPurchaseApr 08, 2025131.3%
Cboe Global Markets
CBOE
$1K - $15K
stockPurchaseApr 08, 2025—
iShares S&P 500 Growth ETF
IVW
$1K - $15K
stockSale (Partial)Mar 19, 202512.1%
DTE Energy
DTE
$1K - $15K
stockSale (Partial)Mar 19, 2025—
Sprott Lithium Miners ETF
LITP
$1K - $15K
stockPurchaseFeb 26, 202572.4%
NVIDIA
NVDA
$1K - $15K
stockPurchaseFeb 26, 202565.7%
Motorola Solns
MSI
$1K - $15K
stockPurchaseFeb 26, 202517.8%
Invesco Short Term Treasury ETF
TBLL
$1K - $15K
stockPurchaseFeb 26, 2025—
Ecolab
ECL
$1K - $15K
stockPurchaseFeb 26, 2025-7.1%
American Express
AXP
$1K - $15K
stockPurchaseFeb 26, 20250.1%
Amazon.com
AMZN
$1K - $15K
stockPurchaseFeb 26, 20254.1%
iShares S&P 500 Growth ETF
IVW
$1K - $15K
stockSale (Partial)Feb 26, 202512.1%
First Trust Global Tactical Commodity Strategy Fund
FTGC
$1K - $15K
stockSale (Partial)Feb 26, 202541.3%
First Trust North American Energy Infrastructure Fund
EMLP
$1K - $15K
stockSale (Partial)Feb 26, 2025—
Sprott Uranium Miners ETF
URNM
$1K - $15K
stockPurchaseFeb 25, 202569.1%
Microsoft
MSFT
$1K - $15K
stockPurchaseFeb 14, 202510.5%
iShares S&P 500 Growth ETF
IVW
$1K - $15K
stockSale (Partial)Feb 14, 202512.1%
Boston Scientific
BSX
$1K - $15K
stockPurchaseFeb 13, 2025-11.0%
Alphabet
GOOGL
$1K - $15K
stockPurchaseFeb 13, 202599.2%
Pfizer
PFE
$1K - $15K
stockSaleFeb 13, 2025-7.2%
Walt Disney
DIS
$1K - $15K
stockSaleFeb 13, 2025-7.3%
Microsoft
MSFT
$1K - $15K
stockPurchaseFeb 05, 202510.5%
Mastercard
MA
$1K - $15K
stockPurchaseFeb 05, 202511.1%
American Express
AXP
$1K - $15K
stockPurchaseFeb 05, 20250.1%
Lam Research
LRCX
$1K - $15K
stockSale (Partial)Feb 05, 2025—
JPMorgan Chase
JPM
$1K - $15K
stockSale (Partial)Feb 05, 2025—
Bank of America
BAC
$1K - $15K
stockSale (Partial)Feb 05, 2025—
Amazon.com
AMZN
$1K - $15K
stockPurchaseFeb 04, 20254.1%
Restaurant Brands Intl
QSR
$1K - $15K
stockSaleFeb 04, 2025—
NRG Energy
NRG
$1K - $15K
stockPurchaseJan 28, 202510.7%
Invesco Short Term Treasury ETF
TBLL
$1K - $15K
stockPurchaseJan 28, 2025—
iShares S&P 500 Growth ETF
IVW
$1K - $15K
stockSale (Partial)Jan 28, 202512.1%
HP
HPQ
$1K - $15K
stockSaleJan 28, 2025—
Invesco Short Term Treasury ETF
TBLL
$1K - $15K
stockPurchaseJan 16, 2025—
SPDR S&P 500
SPY
$1K - $15K
stockSaleJan 16, 202543.4%
Salesforce
CRM
$1K - $15K
stockPurchaseJan 14, 2025-24.8%
NVIDIA
NVDA
$1K - $15K
stockPurchaseJan 14, 202565.7%
Mastercard
MA
$1K - $15K
stockPurchaseJan 14, 202511.1%
Invesco QQQ Trust, Series 1
QQQ
$1K - $15K
stockSaleJan 14, 2025—
eBay
EBAY
$1K - $15K
stockSaleJan 14, 2025—
Cisco Systems
CSCO
$1K - $15K
stockSaleJan 14, 2025—
Applied Mat
AMAT
$1K - $15K
stockSale (Partial)Dec 23, 2024-27.4%
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$1K - $15K
stockPurchaseNov 20, 202456.4%
Vanguard FTSE Emerging Markets ETF
VWO
$1K - $15K
stockSale (Partial)Nov 20, 20249.8%
Skyworks Solutions
SWKS
$1K - $15K
stockSaleNov 20, 2024—
JPMorgan BetaBuilders Europe ETF
BBEU
$1K - $15K
stockSale (Partial)Nov 20, 2024—
SPDR S&P 500
SPY
$1K - $15K
stockPurchaseNov 13, 202443.4%
iShares Russell 2000 ETF
IWM
$1K - $15K
stockSale (Partial)Oct 09, 202423.2%
iShares Core S&P 500 ETF
IVV
$1K - $15K
stockSale (Partial)Oct 06, 202426.5%
Fiserv
FI
$1K - $15K
stockSale (Partial)Sep 26, 2024—
Vanguard FTSE Developed Markets ETF
VEA
$1K - $15K
stockSale (Partial)Sep 09, 202441.9%
S&P Midcap 400 SPDR
MDY
$1K - $15K
stockSale (Partial)Sep 09, 202415.6%
iShares MSCI EAFE ETF
EFA
$1K - $15K
stockSale (Partial)Sep 09, 2024—
Schwab U.S. TIPs ETF
SCHP
$1K - $15K
stockPurchaseSep 06, 2024-1.3%
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$1K - $15K
stockPurchaseSep 06, 2024-0.1%
iShares Core S&P 500 ETF
IVV
$1K - $15K
stockPurchaseSep 06, 202426.5%
iShares 7-10 Year Treasury Bond ETF
IEF
$1K - $15K
stockPurchaseSep 06, 2024-7.3%
iShares 1-3 Year Treasury Bond ETF
SHY
$1K - $15K
stockPurchaseSep 06, 2024-0.2%
iShares 10-20 Year Treasury Bond ETF
TLH
$1K - $15K
stockPurchaseSep 06, 2024-7.8%
iShares CMBS Bond ETF
CMBS
$1K - $15K
stockPurchaseSep 06, 2024-1.5%
iShares 3-7 Year Treasury Bond ETF
IEI
$1K - $15K
stockPurchaseSep 06, 2024-1.7%
iShares 20+ Year Treasury Bond ETF
TLT
$1K - $15K
stockPurchaseSep 06, 2024-2.7%
MBS Ishares ETF
MBB
$1K - $15K
stockPurchaseSep 06, 2024-4.6%
iShares Agency Bond ETF
AGZ
$1K - $15K
stockPurchaseSep 06, 2024-2.5%
Invesco Short Term Treasury ETF
TBLL
$15K - $50K
stockPurchaseSep 06, 2024—
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$1K - $15K
stockPurchaseSep 06, 2024-1.4%
First Trust Global Tactical Commodity Strategy Fund
FTGC
$15K - $50K
stockPurchaseSep 06, 202441.3%
abrdn Physical Platinum Shares ETF
PPLT
$1K - $15K
stockPurchaseSep 06, 2024141.8%
abrdn Physical Palladium Shares ETF
PALL
$1K - $15K
stockPurchaseSep 06, 202428.3%
Vanguard Global ex-U.S. Real Estate ETF
VNQI
$1K - $15K
stockSale (Partial)Sep 06, 2024-3.2%
Tortoise North American Pipeline ETF
TPYP
$15K - $50K
stockSale (Partial)Sep 06, 202415.7%
First Trust North American Energy Infrastructure Fund
EMLP
$1K - $15K
stockSale (Partial)Sep 06, 2024—
Westwood Quality Smallcap Fund - Ultra Shares
WWSYX
$1K - $15K
stockSale (Partial)Sep 06, 2024—
Motorola Solns
MSI
$1K - $15K
stockPurchaseJul 26, 202417.8%
Alphabet
GOOGL
$1K - $15K
stockPurchaseJul 26, 202499.2%
Lam Research
LRCX
$1K - $15K
stockSale (Partial)Jul 26, 2024—
Vanguard FTSE Developed Markets ETF
VEA
$1K - $15K
stockPurchaseJul 18, 202441.9%
SPDR MidCap Trust Series I
MDY
$1K - $15K
stockSale (Partial)Jul 18, 202415.6%
iShares Core S&P 500 ETF
IVV
$1K - $15K
stockSale (Partial)Jul 04, 202426.5%
Schwab U.S. TIPs ETF
SCHP
$1K - $15K
stockPurchaseJun 26, 2024-1.3%
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$1K - $15K
stockPurchaseJun 26, 2024-0.1%
iShares 10-20 Year Treasury Bond ETF
TLH
$1K - $15K
stockPurchaseJun 26, 2024-7.8%
iShares 7-10 Year Treasury Bond ETF
IEF
$1K - $15K
stockSale (Partial)Jun 26, 2024-7.3%
iShares 1-3 Year Treasury Bond ETF
SHY
$1K - $15K
stockSale (Partial)Jun 26, 2024-0.2%
Dean Mid Cap Value Fund No-Load
DALCX
$1K - $15K
stockPurchaseJun 24, 2024—
Nuance Mid Cap Value Fund Z Class
NMVZX
$1K - $15K
stockSaleJun 24, 2024—
Microsoft
MSFT
$1K - $15K
stockPurchaseJun 20, 202410.5%
Comcast
CMCSA
$1K - $15K
stockSaleJun 20, 2024—
Vanguard FTSE Developed Markets ETF
VEA
$15K - $50K
stockPurchaseJun 04, 202441.9%
S&P 500 SPDR
SPY
$1K - $15K
stockPurchaseJun 04, 202443.4%
Nuance Mid Cap Value Fund Z Class
NMVZX
$1K - $15K
stockPurchaseJun 04, 2024—
Goldman Sachs ActiveBeta Emerging Markets Equity ETF
GEM
$1K - $15K
stockPurchaseJun 04, 202461.1%
SPDR MidCap Trust Series I
MDY
$1K - $15K
stockSale (Partial)Jun 04, 202415.6%
iShares MSCI EAFE ETF
EFA
$15K - $50K
stockSale (Partial)Jun 04, 2024—
Goldman Sachs Access Investment Grade Corporate Bond ETF
GIGB
$1K - $15K
stockPurchaseMay 31, 2024-1.4%
iShares S&P 500 Growth ETF
IVW
$1K - $15K
stockSale (Partial)May 31, 202412.1%
iShares MSCI EAFE ETF
EFA
$1K - $15K
stockSale (Partial)May 31, 2024—
iShares CMBS Bond ETF
CMBS
$1K - $15K
stockSale (Partial)Apr 16, 2024-1.5%
Janus Henderson Mortgage-Backed Securities ETF
JMBS
$1K - $15K
stockPurchaseApr 16, 2024-0.1%
iShares MSCI EAFE ETF
EFA
$15K - $50K
stockSale (Partial)Apr 11, 2024—
iShares MSCI EAFE Small-Cap ETF
SCZ
$15K - $50K
stockPurchaseApr 11, 202436.2%
Hess
HES
$1K - $15K
stockSaleMar 28, 2024—
Applied Mat
AMAT
$1K - $15K
stockPurchaseMar 28, 2024-27.4%
Schwab U.S. TIPs ETF
SCHP
$1K - $15K
stockSale (Partial)Feb 20, 2024-1.3%
iShares 7-10 Year Treasury Bond ETF
IEF
$1K - $15K
stockSale (Partial)Feb 20, 2024-7.3%
iShares 10-20 Year Treasury Bond ETF
TLH
$1K - $15K
stockPurchaseFeb 20, 2024-7.8%
iShares 20+ Year Treasury Bond ETF
TLT
$1K - $15K
stockPurchaseFeb 20, 2024-2.7%
Lam Research
LRCX
$1K - $15K
stockSale (Partial)Dec 20, 2023—
Pfizer
PFE
$1K - $15K
stockPurchaseDec 20, 2023-7.2%
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$1K - $15K
stockSale (Partial)Dec 12, 2023-0.2%
abrdn Physical Palladium Shares ETF
PALL
$1K - $15K
stockPurchaseDec 12, 202328.3%
abrdn Physical Platinum Shares ETF
PPLT
$1K - $15K
stockPurchaseDec 12, 2023141.8%
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