| 2026-10-21 | 2026-09-20 | Buy |
BondBloxx Bloomberg Two Year Target... |
$1,001 - $15,000 |
Source |
| 2026-10-21 | 2026-09-08 | Buy |
BondBloxx Bloomberg Five Year Target... |
$1,001 - $15,000 |
Source |
| 2026-10-21 | 2026-09-08 | Buy |
iShares 10-20 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-10-21 | 2026-09-23 | Buy |
O Realty Income Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-10-21 | 2026-09-08 | Buy |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2026-10-21 | 2026-09-08 | Buy |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2026-10-21 | 2026-09-08 | Buy |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-10-21 | 2026-09-08 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2026-10-21 | 2026-09-23 | Buy |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-09-11 | 2026-08-19 | Sale |
WWSYX Westwood Smallcap Fund Class Y |
$15,001 - $50,000 |
Source |
| 2026-09-11 | 2026-08-20 | Buy |
SPYM Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 |
Source |
| 2026-09-11 | 2026-08-27 | Buy |
OTIS Otis Worldwide Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-09-11 | 2026-08-20 | Partial sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2026-09-11 | 2026-08-27 | Partial sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2026-09-11 | 2026-08-19 | Buy |
IJR iShares Core S&P Small-Cap ETF |
$1,001 - $15,000 |
Source |
| 2026-09-11 | 2026-08-13 | Buy |
FSLR First Solar, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-09-11 | 2026-08-13 | Partial sale |
CEG Constellation Energy Corporation -... |
$1,001 - $15,000 |
Source |
| 2026-09-11 | 2026-08-19 | Buy |
AVUV Avantis U.S. Small Cap Value ETF |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
VNQI Vanguard Global ex-U.S. Real Estate ETF |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
TPYP Tortoise North Amer Pipeline Fund |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-20 | Partial sale |
RNWGX NEW WORLD FUND INC - Class R-6 |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
IWM iShares Russell 2000 ETF |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-20 | Partial sale |
GEM Goldman Sachs ActiveBeta Emerging... |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
FISV Fiserv, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-21 | Partial sale |
EIPI First Trust Exchange-Traded Fund VIII FT... |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-20 | Partial sale |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-13 | Sale |
CRM Salesforce, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-24 | 2025-11-06 | Sale |
AAXJ iShares MSCI All Country Asia ex Japan ETF |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-16 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-16 | Buy |
ORCL Oracle Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-16 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-22 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-15 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-09 | Buy |
HYG iShares iBoxx $ High Yield Corporate Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-08 | Buy |
COLGATE PALMOLIVE LTD. |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-08 | Buy |
CBOE Cboe Global Markets, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-20 | 2025-04-08 | Buy |
AVGO Broadcom Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-02 | Sale |
TRV The Travelers Companies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-02 | Buy |
SPYM Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-23 | Buy |
SPYM Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-23 | Buy |
SPYM Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-30 | Buy |
PYPL PayPal Holdings, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-30 | Buy |
PYPL PayPal Holdings, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-23 | Partial sale |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-09 | Sale |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-02 | Buy |
EL Estee Lauder Companies, Inc. |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-02 | Buy |
EL Estee Lauder Companies, Inc. |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-02 | Buy |
CVX Chevron Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-02 | Buy |
CVX Chevron Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-31 | Sale |
CBOE Cboe Global Markets, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-09 | Buy |
APTV Aptiv PLC Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-09 | Buy |
APTV Aptiv PLC Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2026-08-17 | 2026-07-02 | Buy |
SPYM - Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-04 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-25 | Partial sale |
TPYP Tortoise North Amer Pipeline Fund |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-25 | Buy |
PALL abrdn Physical Palladium Shares ETF |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-25 | Buy |
IGV iShares Expanded Tech-Software Sector ETF |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-17 | Partial sale |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-25 | Partial sale |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-04 | Partial sale |
BSX Boston Scientific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-12 | Sale |
ATO Atmos Energy Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-17 | Buy |
SCHP - Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2026-07-13 | 2026-06-12 | Buy |
CEG - Constellation Energy Corporation -... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Buy |
BondBloxx Bloomberg Five Year Target... |
$50,001 - $100,000 |
Source |
| 2026-06-16 | 2026-05-13 | Sale |
iShares 3-7 Year Treasury Bond ETF |
$50,001 - $100,000 |
Source |
| 2026-06-16 | 2026-05-13 | Sale |
iShares 3-7 Year Treasury Bond ETF |
$50,001 - $100,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
BondBloxx Bloomberg Two Year Target... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
BondBloxx Bloomberg Five Year Target... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
VNQI Vanguard Global ex-U.S. Real Estate ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
VNQI Vanguard Global ex-U.S. Real Estate ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
iShares 10-20 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
SPYM Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Partial sale |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Partial sale |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
RNWGX NEW WORLD FUND INC - Class R-6 |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
RNWGX NEW WORLD FUND INC - Class R-6 |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-15 | Buy |
PLTR Palantir Technologies Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Partial sale |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Partial sale |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Partial sale |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Partial sale |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
IWM iShares Russell 2000 ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
IWM iShares Russell 2000 ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
GEM Goldman Sachs ActiveBeta Emerging... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
GEM Goldman Sachs ActiveBeta Emerging... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
Goldman Sachs Access Treasury 0-1 Year ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
EIPI First Trust Exchange-Traded Fund VIII FT... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
EIPI First Trust Exchange-Traded Fund VIII FT... |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
EFA iShares MSCI EAFE ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-15 | Partial sale |
ECL Ecolab Inc. (NYSE) |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-15 | Partial sale |
ECL Ecolab Inc. (NYSE) |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Partial sale |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-13 | Partial sale |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-15 | Buy |
ALB Albemarle Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Buy |
AGZ iShares Agency Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-15 | Partial sale |
ACN Accenture plc Class A Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-15 | Partial sale |
ACN Accenture plc Class A Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
SPYM - Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 |
Source |
| 2026-06-16 | 2026-05-27 | Partial sale |
FTGC - First Trust Global Tactical... |
$1,001 - $15,000 |
Source |
| 2026-05-11 | 2025-09-16 | Buy |
iShares 3-7 Year Treasury Bond ETF |
$15,001 - $50,000 |
Source |
| 2026-05-11 | 2025-09-16 | Buy |
iShares 7-10 Year Treasury Bond ETF |
$15,001 - $50,000 |
Source |
| 2026-05-11 | 2025-09-16 | Buy |
iShares 1-3 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-05-11 | 2025-09-16 | Buy |
SCHP Schwab U.S. TIPS ETF |
$1,001 - $15,000 |
Source |
| 2026-05-11 | 2025-03-19 | Partial sale |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2026-05-11 | 2025-09-17 | Buy |
GOOGL Alphabet Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2026-05-11 | 2025-09-12 | Buy |
ETN Eaton Corporation, PLC Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2026-05-11 | 2025-03-19 | Partial sale |
DTE Dte Energy Company |
$1,001 - $15,000 |
Source |
| 2026-05-11 | 2025-09-04 | Buy |
ADBE Adobe Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-05-08 | 2026-04-02 | Partial sale |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2026-05-08 | 2026-04-09 | Buy |
DVN Devon Energy Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-05-08 | 2026-04-02 | Buy |
CEG Constellation Energy Corporation -... |
$1,001 - $15,000 |
Source |
| 2026-04-14 | 2026-03-19 | Sale |
BBEU JPMorgan BetaBuilders Europe ETF |
$15,001 - $50,000 |
Source |
| 2026-04-14 | 2026-03-19 | Buy |
VEA Vanguard FTSE Developed Markets ETF |
$1,001 - $15,000 |
Source |
| 2026-04-14 | 2026-03-20 | Partial sale |
TPYP Tortoise North Amer Pipeline Fund |
$1,001 - $15,000 |
Source |
| 2026-04-14 | 2026-03-20 | Buy |
SPYM Tradr 2X Long SPY Monthly ETF |
$1,001 - $15,000 |
Source |
| 2026-04-14 | 2026-03-19 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-14 | 2026-03-05 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-14 | 2026-03-19 | Partial sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-14 | 2026-03-19 | Buy |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2026-04-14 | 2026-03-13 | Buy |
ARES Ares Management Corporation Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Buy |
BondBloxx Bloomberg Two Year Target... |
$15,001 - $50,000 |
Source |
| 2026-03-06 | 2026-02-06 | Sale |
iShares 1-3 Year Treasury Bond ETF |
$15,001 - $50,000 |
Source |
| 2026-03-06 | 2026-02-19 | Partial sale |
UNP Union Pacific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Buy |
UBER Uber Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Buy |
iShares 10-20 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-26 | Partial sale |
PG Procter & Gamble Company |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-27 | Buy |
NTAP NetApp, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-13 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Partial sale |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-26 | Buy |
KR Kroger Company |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Partial sale |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Buy |
iShares 7-10 Year Treasury Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Buy |
EMB iShares J.P. Morgan USD Emerging Markets Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Sale |
DBLEX DoubleLine Emerging Markets Fixed Income... |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Buy |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-27 | Partial sale |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-06 | Partial sale |
AGZ iShares Agency Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-03-06 | 2026-02-13 | Sale |
ADBE Adobe Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-08 | Buy |
XOM Exxon Mobil Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
VNQI Vanguard Global ex-U.S. Real Estate ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-15 | Buy |
V Visa Inc. |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-29 | Partial sale |
UNP Union Pacific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
TPYP Tortoise North Amer Pipeline Fund |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Sale |
SLV iShares Silver Trust |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
RNWGX NEW WORLD FUND INC - Class R-6 |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-29 | Buy |
PYPL PayPal Holdings, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Sale |
PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Sale |
PALL abrdn Physical Palladium Shares ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-29 | Sale |
OMC Omnicom Group Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-15 | Partial sale |
OMC Omnicom Group Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-08 | Buy |
NFLX Netflix, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-26 | Partial sale |
MU Micron Technology, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-08 | Partial sale |
MU Micron Technology, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Partial sale |
MDY S&P Midcap 400 SPDR |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
MBB iShares MBS ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-08 | Partial sale |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
LITP Sprott Lithium Miners ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
JMBS Janus Henderson Mortgage-Backed Securities ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Partial sale |
IWM iShares Russell 2000 ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-29 | Sale |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
IVV iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
GIGB Goldman Sachs Access Investment Grade... |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
GEM Goldman Sachs ActiveBeta Emerging... |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
FTGC First Trust Global Tactical Commodity... |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-29 | Sale |
FISV Fiserv, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-29 | Buy |
ETN Eaton Corporation, PLC Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
EIPI First Trust Exchange-Traded Fund VIII FT... |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-26 | Buy |
DXCM DexCom, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-08 | Buy |
DIS Walt Disney Company |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-29 | Buy |
CVS CVS Health Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Buy |
CMBS iShares CMBS Bond ETF |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-29 | Buy |
CAT Caterpillar, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-15 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-02-15 | 2026-01-23 | Partial sale |
SPYM |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-24 | Buy |
SPYM Tradr 2X Long SPY Monthly ETF |
$15,001 - $50,000 |
Source |
| 2026-01-13 | 2025-12-17 | Buy |
WFC Wells Fargo & Company Common Stock |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-11 | Partial sale |
Invesco Short Term Treasury ETF |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-31 | Sale |
SMCI Super Micro Computer |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-11 | Buy |
SMCI Super Micro Computer |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-24 | Partial sale |
SLV iShares Silver Trust |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-24 | Partial sale |
PPLT abrdn Physical Platinum Shares ETF |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-24 | Partial sale |
PALL abrdn Physical Palladium Shares ETF |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-17 | Partial sale |
MSI Motorola Solutions, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-17 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-26 | Sale |
KRE SPDR S&P Regional Banking ETF |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-31 | Buy |
IVW iShares S&P 500 Growth ETF |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-26 | Buy |
IJR iShares Core S&P Small-Cap ETF |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-17 | Partial sale |
BSX Boston Scientific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-11 | Buy |
ANET Arista Networks, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-01-13 | 2025-12-17 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |