Dan Newhouse
Trades
115
45 buy / 70 sell
Buy Win Rate
53%
43 buy trades scored
Avg. Buy Return
+17.3%
Dollar-weighted avg
vs S&P 500
+0.5%
Same holding periods
Trading Performance
Based on 43 buys scored
Avg. Buy Return+17.3%
S&P 500 (same periods)+16.8%
Alpha vs S&P 500+0.5%
Buy Win Rate53%
Sell Timing58%
Buy / Sell Trades25 / 59
Buy/Sell Ratio0.4x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
115 trades disclosed
BR
Broadridge Financial Solutions, Inc. Common Stock
Type:
Buy
Date
Dec 31, 2025
RCL
Royal Caribbean Cruises Ltd. Common Stock
Type:
Buy
Date
Dec 31, 2025
SNPS
Synopsys, Inc. - Common Stock
Type:
Buy
Date
Dec 31, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Sell
Date
Dec 11, 2025
BRO
Brown & Brown, Inc. Common Stock
Type:
Sell
Date
Dec 11, 2025
SCHW
Charles Schwab Corporation
Type:
Buy
Date
Dec 11, 2025
DG
Dollar General Corporation Common Stock
Type:
Sell
Date
Dec 11, 2025
BX
Blackstone Inc. Common Stock
Type:
Buy
Date
Dec 11, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Dec 11, 2025
LULU
lululemon athletica inc. - Common Stock
Type:
Buy
Date
Dec 11, 2025
MGA
Magna International, Inc. Common Stock
Type:
Sell
Date
Dec 11, 2025
NXPI
NXP Semiconductors N.V. - Common Stock
Type:
Buy
Date
Dec 11, 2025
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Dec 11, 2025
SBUX
Starbucks Corporation - Common Stock
Type:
Sell
Date
Dec 11, 2025
TXT
Textron Inc. Common Stock
Type:
Buy
Date
Dec 11, 2025
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Dec 11, 2025
TFC
Truist Financial Corporation Common Stock
Type:
Sell
Date
Dec 11, 2025
ULTA
Ulta Beauty, Inc. - Common Stock
Type:
Sell
Date
Dec 11, 2025
OKE
ONEOK, Inc. Common Stock
Type:
Buy
Date
Aug 18, 2025
PLD
Prologis, Inc. Common Stock
Type:
Buy
Date
Aug 18, 2025
ROST
Ross Stores, Inc. - Common Stock
Type:
Buy
Date
Aug 18, 2025
RTX
RTX Corporation Common Stock
Type:
Sell
Date
Aug 18, 2025
SPGI
S&P Global Inc. Common Stock
Type:
Sell
Date
Aug 18, 2025
TGT
Target Corporation Common Stock
Type:
Buy
Date
Aug 18, 2025
AMD
Advanced Micro Devices, Inc.
Type:
Buy
Date
Aug 18, 2025
AME
AMETEK, Inc.
Type:
Buy
Date
Aug 18, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Aug 18, 2025
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Buy
Date
Aug 18, 2025
BLK
BlackRock, Inc. Common Stock
Type:
Sell
Date
Aug 18, 2025
BRO
Brown & Brown, Inc. Common Stock
Type:
Buy
Date
Aug 18, 2025
COP
ConocoPhillips Common Stock
Type:
Buy
Date
Aug 18, 2025
XOM
Exxon Mobil Corporation Common Stock
Type:
Buy
Date
Aug 18, 2025
GIS
General Mills, Inc. Common Stock
Type:
Buy
Date
Aug 18, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Aug 18, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Apr 11, 2025
ADBE
Adobe Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Sell
Date
Apr 11, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
ADI
Analog Devices, Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
AAPL
Apple Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
T
AT&T Inc.
Type:
Sell
Date
Apr 11, 2025
BLK
BlackRock, Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
BKNG
Booking Holdings Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
PRU
Prudential Finl Inc Medium Term
Type:
Buy
Date
Apr 11, 2025
DHR
Danaher Corporation Common Stock
Type:
Sell
Date
Apr 11, 2025
DE
Deere & Company Common Stock
Type:
Sell
Date
Apr 11, 2025
DG
Dollar General Corporation Common Stock
Type:
Sell
Date
Apr 11, 2025
ELV
Elevance Health, Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
LLY
Eli Lilly and Company Common Stock
Type:
Sell
Date
Apr 11, 2025
EQR
Equity Residential Common Shares of Beneficial Interest
Type:
Sell
Date
Apr 11, 2025
WTRG
Essential Utilities, Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
EL
Estee Lauder Companies, Inc.
Type:
Sell
Date
Apr 11, 2025
EVRG
Evergy, Inc.
Type:
Sell
Date
Apr 11, 2025
FI
Fiserv, Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
FTNT
Fortinet, Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
HON
Honeywell International Inc.
Type:
Sell
Date
Apr 11, 2025
INTU
Intuit Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
JPM
JP Morgan Chase &Co [CS
Type:
Buy
Date
Apr 11, 2025
LIN
Linde plc - Ordinary Shares
Type:
Sell
Date
Apr 11, 2025
LOW
Lowe's Companies, Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
MGA
Magna International, Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
MPC
Marathon Petroleum Corporation Common Stock
Type:
Sell
Date
Apr 11, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Apr 11, 2025
MDLZ
Mondelez International, Inc. - Class A Common Stock
Type:
Sell
Date
Apr 11, 2025
MCO
Moody's Corporation Common Stock
Type:
Sell
Date
Apr 11, 2025
NFLX
Netflix, Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
NI
NiSource Inc Common Stock
Type:
Sell
Date
Apr 11, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Sell
Date
Apr 11, 2025
PYPL
PayPal Holdings, Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
PEP
Pepsico, Inc.
Type:
Sell
Date
Apr 11, 2025
RTX
RTX Corporation Common Stock
Type:
Sell
Date
Apr 11, 2025
CRM
Salesforce, Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
SBUX
Starbucks Corporation - Common Stock
Type:
Sell
Date
Apr 11, 2025
TSLA
Tesla, Inc. - Common Stock
Type:
Sell
Date
Apr 11, 2025
HSY
The Hershey Company Common Stock
Type:
Sell
Date
Apr 11, 2025
TMO
Thermo Fisher Scientific Inc Common Stock
Type:
Sell
Date
Apr 11, 2025
TFC
Truist Financial Corporation Common Stock
Type:
Sell
Date
Apr 11, 2025
UNP
Union Pacific Corporation Common Stock
Type:
Sell
Date
Apr 11, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
Apr 11, 2025
VFC
V.F. Corporation Common Stock
Type:
Sell
Date
Apr 11, 2025
VZ
Verizon Communications Inc. Common Stock
Type:
Sell
Date
Apr 11, 2025
V
Visa Inc.
Type:
Sell
Date
Apr 11, 2025
WMT
Walmart Stores Inc [CS
Type:
Buy
Date
Apr 11, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Apr 10, 2024
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Apr 10, 2024
BKNG
Booking Holdings Inc. - Common
Type:
Sell
Date
Apr 10, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Apr 10, 2024
NI
NiSource Inc Common Stock
Type:
Buy
Date
Apr 10, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Sell
Date
Apr 10, 2024
PEP
PepsiCo, Inc. - Common Stock
Type:
Buy
Date
Apr 10, 2024
PM
Philip Morris International Inc
Type:
Buy
Date
Apr 10, 2024
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Apr 10, 2024
NOW
ServiceNow, Inc. Common Stock
Type:
Sell
Date
Apr 10, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Apr 10, 2024
VFC
V.F. Corporation Common Stock
Type:
Buy
Date
Apr 10, 2024
Walt Disney Co. GlobalBond
Type:
Buy
Date
Apr 10, 2024
CSX
CSX Corporation - Common Stock
Type:
Buy
Date
Apr 10, 2024
DHR
Danaher Corporation Common Stock
Type:
Buy
Date
Apr 10, 2024
DE
Deere & Company Common Stock
Type:
Buy
Date
Apr 10, 2024
DG
Dollar General Corporation Common
Type:
Buy
Date
Apr 10, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Apr 10, 2024
EL
Estee Lauder Companies, Inc.
Type:
Buy
Date
Apr 10, 2024
FMC
FMC Corporation Common Stock
Type:
Buy
Date
Apr 10, 2024
FTNT
Fortinet, Inc. - Common Stock
Type:
Buy
Date
Apr 10, 2024
CRM
Salesforce, Inc. Common Stock
Type:
Sell
Date
Apr 10, 2024
LLY
Eli Lilly and Company Common Stock
Type:
Sell
Date
Apr 10, 2024
HON
Honeywell International Inc.
Type:
Buy
Date
Apr 10, 2024
MPC
Marathon Petroleum Corporation
Type:
Sell
Date
Apr 10, 2024
MSFT
Microsoft Corporation - Common
Type:
Sell
Date
Apr 10, 2024
NFLX
Netflix, Inc. - Common Stock
Type:
Sell
Date
Apr 10, 2024
NKE
Nike, Inc. Common Stock
Type:
Buy
Date
Apr 10, 2024
INTU
Intuit Inc. - Common Stock
Type:
Sell
Date
Apr 10, 2024
PG
Procter & Gamble Company
Type:
Sell
Date
Apr 10, 2024
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer