| 2025-12-08 | 2025-11-20 | Buy |
WWSYX Westwood Smallcap Fund Class Y |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-06 | Buy |
VWO Vanguard FTSE Emerging Markets ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
VNQI Vanguard Global ex-U.S. Real Estate ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-06 | Buy |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
TPYP Tortoise North Amer Pipeline Fund |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-20 | Partial sale |
RNWAX American Funds - New World Fund Inc Class R-1 Sh |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Buy |
PYPL PayPal Holdings, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Buy |
MDY S&P Midcap 400 SPDR |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Buy |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Buy |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
IWM iShares Russell 2000 ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-20 | Partial sale |
GEM Goldman Sachs ActiveBeta Emerging... |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
FISV Fiserv, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Partial sale |
EIPI First Trust Exchange-Traded Fund VIII FT... |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-20 | Partial sale |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-13 | Sale |
CRM Salesforce, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-21 | Buy |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-13 | Buy |
ANET Arista Networks, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-13 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-06 | Sale |
AAXJ iShares MSCI All Country Asia ex Japan ETF |
$1,001 - $15,000 |
Source |
| 2025-12-08 | 2025-11-13 | Buy |
META |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-03 | Sale |
EMLP First Trust North American Energy... |
$15,001 - $50,000 |
Source |
| 2025-11-15 | 2025-10-03 | Buy |
EIPI First Trust Exchange-Traded Fund VIII FT... |
$15,001 - $50,000 |
Source |
| 2025-11-15 | 2025-10-03 | Sale |
URNM Sprott Uranium Miners ETF |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-11-03 | Partial sale |
TPYP Tortoise North Amer Pipeline Fund |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-03 | Partial sale |
SLV iShares Silver Trust |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-31 | Partial sale |
OMC Omnicom Group Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-31 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-03 | Partial sale |
LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-02 | Partial sale |
IQV IQVIA Holdings, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-03 | Buy |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-09 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-11-15 | 2025-10-09 | Sale |
COLGATE PALMOLIVE LTD. |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-16 | Partial sale |
iShares 20+ Year Treasury Bond ETF |
$15,001 - $50,000 |
Source |
| 2025-10-10 | 2025-09-16 | Buy |
iShares 3-7 Year Treasury Bond ETF |
$15,001 - $50,000 |
Source |
| 2025-10-10 | 2025-09-16 | Buy |
iShares 7-10 Year Treasury Bond ETF |
$15,001 - $50,000 |
Source |
| 2025-10-10 | 2025-09-17 | Buy |
GOOGL Alphabet Inc. - Class A Common Stock |
$15,001 - $50,000 |
Source |
| 2025-10-10 | 2025-09-16 | Buy |
iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-16 | Buy |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-12 | Partial sale |
ORCL Oracle Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-17 | Partial sale |
MU Micron Technology, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-16 | Partial sale |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-16 | Partial sale |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-16 | Partial sale |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-16 | Partial sale |
Goldman Sachs Access Treasury 0-1 Year ETF |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-12 | Buy |
ETN Eaton Corporation, PLC Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-16 | Partial sale |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-16 | Partial sale |
AGZ iShares Agency Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-10-10 | 2025-09-04 | Buy |
ADBE Adobe Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
Invesco Short Term Treasury ETF |
$15,001 - $50,000 |
Source |
| 2025-09-12 | 2025-08-14 | Buy |
RNWGX NEW WORLD FUND INC - Class R-6 |
$15,001 - $50,000 |
Source |
| 2025-09-12 | 2025-08-07 | Buy |
RNWGX NEW WORLD FUND INC - Class R-6 |
$15,001 - $50,000 |
Source |
| 2025-09-12 | 2025-08-14 | Sale |
EMRZX Emerging Markets Fund Class Z |
$15,001 - $50,000 |
Source |
| 2025-09-12 | 2025-08-07 | Partial sale |
EMRZX Emerging Markets Fund Class Z |
$15,001 - $50,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
WWSYX Westwood Smallcap Fund Class Y |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
VNQI Vanguard Global ex-U.S. Real Estate ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
URNM Sprott Uranium Miners ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
iShares 20+ Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
iShares 10-20 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
SLV iShares Silver Trust |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
RNWGX NEW WORLD FUND INC - Class R-6 |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
PALL abrdn Physical Palladium Shares ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-22 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-22 | Partial sale |
MU Micron Technology, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-22 | Buy |
LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-11 | Buy |
LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
IWM iShares Russell 2000 ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
iShares 3-7 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
GEM Goldman Sachs ActiveBeta Emerging... |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
GEM Goldman Sachs ActiveBeta Emerging... |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
EMRZX Emerging Markets Fund Class Z |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
EMLP First Trust North American Energy... |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Partial sale |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-07 | Buy |
AMD Advanced Micro Devices, Inc. |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-01 | Buy |
AGZ iShares Agency Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-22 | Partial sale |
ABBV AbbVie Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-12 | 2025-08-11 | Partial sale |
ABBV AbbVie Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-31 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-01 | Partial sale |
MU Micron Technology, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-31 | Partial sale |
MDLZ Mondelez International, Inc. - Class A... |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-24 | Partial sale |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-08 | Sale |
HYG iShares iBoxx $ High Yield Corporate Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-08 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-31 | Buy |
GE GE Aerospace Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-31 | Partial sale |
GD General Dynamics Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-06 | 2025-07-24 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-06-11 | Sale |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-06-11 | Buy |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-30 | Buy |
RTX RTX Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-13 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-06-11 | Partial sale |
MU Micron Technology, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-30 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-16 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-20 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-16 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-20 | Buy |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-06-11 | Buy |
AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-13 | Buy |
AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-20 | Buy |
ATO Atmos Energy Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-09 | 2025-05-16 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-13 | Sale |
VLO Valero Energy Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-16 | Partial sale |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-30 | Buy |
RTX RTX Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-13 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-20 | Partial sale |
NRG NRG Energy |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-30 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-16 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-20 | Partial sale |
LOW Lowe's Companies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-20 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-16 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-20 | Buy |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-20 | Partial sale |
GD General Dynamics Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-30 | Sale |
FBIN Fortune Brands Innovations, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-20 | Sale |
DTE Dte Energy Company |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-13 | Buy |
AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-20 | Buy |
ATO Atmos Energy Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-14 | 2025-05-16 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-16 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-09 | Partial sale |
iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-16 | Buy |
ORCL Oracle Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-22 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-16 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-15 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-16 | Partial sale |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-08 | Partial sale |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-08 | Sale |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-09 | Buy |
HYG iShares iBoxx $ High Yield Corporate Bond ETF |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-16 | Sale |
GILD Gilead Sciences, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-08 | Buy |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-22 | Partial sale |
CRM Salesforce, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-08 | Buy |
COLGATE PALMOLIVE LTD. |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-15 | Partial sale |
BAC Bank of America Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-08 | Buy |
AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-05-14 | 2025-04-16 | Partial sale |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-04-20 | 2025-03-19 | Buy |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2025-04-20 | 2025-03-05 | Buy |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2025-04-20 | 2025-03-19 | Partial sale |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2025-04-20 | 2025-03-19 | Sale |
DTE Dte Energy Company |
$1,001 - $15,000 |
Source |
| 2025-04-20 | 2025-03-19 | Buy |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-25 | Buy |
URNM Sprott Uranium Miners ETF |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Buy |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-04 | Sale |
QSR Restaurant Brands International Inc.... |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-13 | Sale |
PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Buy |
MSI Motorola Solutions, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-14 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-05 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-05 | Buy |
MA Mastercard Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-05 | Partial sale |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Buy |
LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-05 | Partial sale |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Partial sale |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-14 | Partial sale |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-13 | Buy |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Partial sale |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Partial sale |
EMLP First Trust North American Energy... |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Buy |
ECL Ecolab Inc. (NYSE) |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-13 | Sale |
DIS Walt Disney Company |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-13 | Buy |
BSX Boston Scientific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-05 | Partial sale |
BAC Bank of America Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Buy |
AXP American Express Company Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-05 | Buy |
AXP American Express Company Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-26 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-06 | 2025-02-04 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-28 | Buy |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-16 | Buy |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-16 | Sale |
SPY SPDR S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-14 | Sale |
QQQ PowerShares QQQ Trust, Series 1 (NASDAQ) |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-14 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-28 | Buy |
NRG NRG Energy |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-14 | Buy |
MA Mastercard Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-28 | Partial sale |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-28 | Sale |
HPQ HP Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-14 | Sale |
EBAY eBay Inc. (NASDAQ) |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-14 | Sale |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-02-08 | 2025-01-14 | Buy |
CRM Salesforce, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-01-14 | 2024-12-23 | Partial sale |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |