John Boozman
Trades
349
187 buy / 162 sell
Buy Win Rate
80%
175 buy trades scored
Avg. Buy Return
+17.6%
Dollar-weighted avg
vs S&P 500
+7.0%
Same holding periods
Trading Performance
Based on 175 buys scored
Avg. Buy Return+17.6%
S&P 500 (same periods)+10.6%
Alpha vs S&P 500+7.0%
Buy Win Rate80%
Sell Timing81%
Buy / Sell Trades136 / 120
Buy/Sell Ratio1.1x
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
349 trades disclosed
CEG
Constellation Energy Corporation - Common Stock When-Issued
Type:
Buy
Date
Apr 2, 2026
DVN
Devon Energy Corporation Common Stock
Type:
Buy
Date
Apr 9, 2026
TBLL
Invesco Short Term Treasury ETF
Type:
Sell
Date
Apr 2, 2026
SPYM
Tradr 2X Long SPY Monthly ETF
Type:
Buy
Date
Mar 20, 2026
VEA
Vanguard Developed Markets Index Fund - ETF Shares
Type:
Buy
Date
Mar 19, 2026
BBEU
JPMorgan BetaBuilders Europe ETF
Type:
Sell
Date
Mar 19, 2026
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Mar 19, 2026
TPYP
Tortoise North American Pipeline Fund
Type:
Sell
Date
Mar 20, 2026
FTGC
First Trust Global Tactical Commodity Strategy Fund
Type:
Buy
Date
Mar 19, 2026
ARES
Ares Management Corporation Class A Common Stock
Type:
Buy
Date
Mar 13, 2026
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Mar 5, 2026
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 19, 2026
TLH
iShares 10-20 Year Treasury Bond ETF
Type:
Buy
Date
Feb 6, 2026
DBLEX
DoubleLine Emerging Markets Fixed Income Fund - Class I
Type:
Sell
Date
Feb 6, 2026
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
Type:
Buy
Date
Feb 6, 2026
AMAT
Applied Materials, Inc. - Common Stock
Type:
Sell
Date
Feb 27, 2026
UBER
Uber Technologies, Inc. Common Stock
Type:
Buy
Date
Feb 6, 2026
NTAP
NetApp, Inc. - Common Stock
Type:
Buy
Date
Feb 27, 2026
KR
Kroger Company (The) Common Stock
Type:
Buy
Date
Feb 26, 2026
CMBS
iShares CMBS ETF
Type:
Buy
Date
Feb 6, 2026
GIGB
Goldman Sachs Access Investment Grade Corporate Bond ETF
Type:
Buy
Date
Feb 6, 2026
PG
Procter & Gamble Company (The) Common Stock
Type:
Sell
Date
Feb 26, 2026
UNP
Union Pacific Corporation Common Stock
Type:
Sell
Date
Feb 19, 2026
SHY
iShares 1-3 Year Treasury Bond ETF
Type:
Sell
Date
Feb 6, 2026
MBB
iShares MBS ETF
Type:
Sell
Date
Feb 6, 2026
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Sell
Date
Feb 6, 2026
XTWO
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
Type:
Buy
Date
Feb 6, 2026
ADBE
Adobe Inc. - Common Stock
Type:
Sell
Date
Feb 13, 2026
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Feb 13, 2026
IEF
iShares 7-10 Year Treasury Bond ETF
Type:
Buy
Date
Feb 6, 2026
AGZ
iShares Agency Bond ETF
Type:
Sell
Date
Feb 6, 2026
OMC
Omnicom Group Inc
Type:
Sell
Date
Jan 29, 2026
MU
Micron Technology
Type:
Sell
Date
Jan 26, 2026
OMC
Omnicom Group Inc
Type:
Sell
Date
Jan 15, 2026
SPYM
SPYM
Type:
Sell
Date
Jan 23, 2026
PYPL
Paypal Holdings
Type:
Buy
Date
Jan 29, 2026
DXCM
Dexcom Inc
Type:
Buy
Date
Jan 26, 2026
DIS
Walt Disney Company
Type:
Buy
Date
Jan 8, 2026
UNP
Union Pacific Corp
Type:
Sell
Date
Jan 29, 2026
XOM
Exxon Mobil Corp
Type:
Buy
Date
Jan 8, 2026
MU
Micron Technology
Type:
Sell
Date
Jan 8, 2026
AAPL
Apple Inc
Type:
Buy
Date
Jan 15, 2026
EIPI
First Trust Exchange-Traded Fund VIII FT Energy In
Type:
Buy
Date
Jan 23, 2026
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Buy
Date
Jan 23, 2026
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Jan 23, 2026
MBB
iShares MBS ETF
Type:
Buy
Date
Jan 23, 2026
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Jan 23, 2026
LITP
Sprott Lithium Miners ETF
Type:
Buy
Date
Jan 23, 2026
PALL
abrdn Physical Palladium Shares ETF
Type:
Sell
Date
Jan 23, 2026
IWM
iShares Russell 2000 ETF
Type:
Sell
Date
Jan 23, 2026
MDY
SPDR S&P MidCap 400 ETF Trust
Type:
Sell
Date
Jan 23, 2026
CAT
Caterpillar Inc
Type:
Buy
Date
Jan 29, 2026
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Buy
Date
Jan 23, 2026
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
Jan 23, 2026
CMBS
iShares CMBS Bond ETF
Type:
Buy
Date
Jan 23, 2026
IVV
iShares Core S&P 500 ETF
Type:
Buy
Date
Jan 23, 2026
NFLX
Netflix Inc
Type:
Buy
Date
Jan 8, 2026
RNWGX
New World Fund Inc. Cl R-6
Type:
Buy
Date
Jan 23, 2026
TPYP
Tortoise Capital Series Trust Tortoise North Ameri
Type:
Buy
Date
Jan 23, 2026
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Type:
Buy
Date
Jan 23, 2026
PPLT
abrdn Physical Platinum Shares ETF
Type:
Sell
Date
Jan 23, 2026
FISV
Fiserv Inc
Type:
Sell
Date
Jan 29, 2026
SLV
iShares Silver Trust
Type:
Sell
Date
Jan 23, 2026
LRCX
Lam Research Corp
Type:
Sell
Date
Jan 8, 2026
CVS
CVS Corp
Type:
Buy
Date
Jan 29, 2026
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Jan 29, 2026
ETN
Eaton Corp
Type:
Buy
Date
Jan 29, 2026
V
Visa Inc
Type:
Buy
Date
Jan 15, 2026
MSI
Motorola Solutions, Inc. Common Stock
Type:
Sell
Date
Dec 17, 2025
BSX
Boston Scientific Corp
Type:
Sell
Date
Dec 17, 2025
WFC
Wells Fargo & Company
Type:
Buy
Date
Dec 17, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Dec 17, 2025
AAPL
Apple Inc
Type:
Buy
Date
Dec 17, 2025
SMCI
Super Micro Computer
Type:
Buy
Date
Dec 11, 2025
SPLG
State Street SPDR Portfolio S&P 500 ETF
Type:
Buy
Date
Dec 24, 2025
KRE
SPDR S&P Regional Banking ETF
Type:
Sell
Date
Dec 26, 2025
SMCI
Super Micro Computer, Inc. - Common Stock
Type:
Sell
Date
Dec 31, 2025
SLV
iShares Silver Trust
Type:
Sell
Date
Dec 24, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Sell
Date
Dec 11, 2025
PALL
abrdn Physical Palladium Shares ETF
Type:
Sell
Date
Dec 24, 2025
IJR
iShares Core S&P Small-Cap ETF
Type:
Buy
Date
Dec 26, 2025
IVW
iShares S&P 500 Growth ETF
Type:
Buy
Date
Dec 31, 2025
PPLT
abrdn Physical Platinum Shares ETF
Type:
Sell
Date
Dec 24, 2025
ANET
Arista Networks, Inc. Common Stock
Type:
Buy
Date
Dec 11, 2025
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
Nov 21, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Nov 13, 2025
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Nov 21, 2025
MDY
S&P Midcap 400 SPDR
Type:
Buy
Date
Nov 21, 2025
VEA
Vanguard FTSE Developed Markets ETF
Type:
Buy
Date
Nov 6, 2025
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Sell
Date
Nov 20, 2025
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Nov 20, 2025
IWM
iShares Russell 2000 ETF
Type:
Sell
Date
Nov 21, 2025
RNWAX
American Funds - New World Fund Inc Class R-1 Sh
Type:
Sell
Date
Nov 20, 2025
CRM
Salesforce Inc
Type:
Sell
Date
Nov 13, 2025
META
META
Type:
Buy
Date
Nov 13, 2025
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Type:
Sell
Date
Nov 21, 2025
VWO
Vanguard FTSE Emerging Markets ETF
Type:
Buy
Date
Nov 6, 2025
AAXJ
iShares MSCI All Country Asia ex Japan ETF
Type:
Sell
Date
Nov 6, 2025
ANET
Arista Networks Inc
Type:
Buy
Date
Nov 13, 2025
WWSYX
Westwood Smallcap Fund Class Y
Type:
Buy
Date
Nov 20, 2025
VEA
Vanguard FTSE Developed Markets ETF
Type:
Sell
Date
Nov 21, 2025
TPYP
Tortoise North Amer Pipeline Fund
Type:
Sell
Date
Nov 21, 2025
LLY
Eli Lilly and Company
Type:
Sell
Date
Nov 21, 2025
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Nov 21, 2025
FISV
Fiserv Inc
Type:
Sell
Date
Nov 21, 2025
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Sell
Date
Nov 21, 2025
EIPI
First Trust Exchange-Traded Fund VIII FT Energy In
Type:
Sell
Date
Nov 21, 2025
PYPL
Paypal Holdings
Type:
Buy
Date
Nov 21, 2025
CMBS
iShares CMBS Bond ETF
Type:
Buy
Date
Nov 21, 2025
MBB
iShares MBS ETF
Type:
Buy
Date
Nov 21, 2025
URNM
Sprott Uranium Miners ETF
Type:
Sell
Date
Oct 3, 2025
EIPI
First Trust Exchange-Traded Fund VIII FT Energy In
Type:
Buy
Date
Oct 3, 2025
LITP
Sprott Lithium Miners ETF
Type:
Sell
Date
Oct 3, 2025
COST
Costco Wholesale
Type:
Buy
Date
Oct 9, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Oct 31, 2025
TPYP
Tortoise North American Pipeline ETF
Type:
Sell
Date
Nov 3, 2025
OMC
Omnicom Group Inc
Type:
Sell
Date
Oct 31, 2025
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Buy
Date
Oct 3, 2025
CL
COLGATE PALMOLIVE LTD.
Type:
Sell
Date
Oct 9, 2025
EMLP
First Trust North American Energy Infrastructure F
Type:
Sell
Date
Oct 3, 2025
IQV
Iqvia Holdings Inc
Type:
Sell
Date
Oct 2, 2025
SLV
iShares Silver Trust
Type:
Sell
Date
Oct 3, 2025
ADBE
Adobe Systems Inc
Type:
Buy
Date
Sep 4, 2025
IEI
iShares 3-7 Year Treasury Bond ETF
Type:
Buy
Date
Sep 16, 2025
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Sell
Date
Sep 16, 2025
AGZ
iShares Agency Bond ETF
Type:
Sell
Date
Sep 16, 2025
MBB
iShares MBS ETF
Type:
Sell
Date
Sep 16, 2025
SCHP
Schwab U.S. TIPS ETF
Type:
Buy
Date
Sep 16, 2025
IEF
iShares 7-10 Year Treasury Bond ETF
Type:
Buy
Date
Sep 16, 2025
SHY
iShares 1-3 Year Treasury Bond ETF
Type:
Buy
Date
Sep 16, 2025
ETN
Eaton Corp
Type:
Buy
Date
Sep 12, 2025
GOOGL
Alphabet Cl A
Type:
Buy
Date
Sep 17, 2025
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Sell
Date
Sep 16, 2025
MU
Micron Technology
Type:
Sell
Date
Sep 17, 2025
CMBS
iShares CMBS Bond ETF
Type:
Sell
Date
Sep 16, 2025
ORCL
Oracle Corp
Type:
Sell
Date
Sep 12, 2025
TLT
iShares 20+ Year Treasury Bond ETF
Type:
Sell
Date
Sep 16, 2025
RNWGX
New World Fund Inc. Cl R-6
Type:
Buy
Date
Aug 14, 2025
VEA
Vanguard FTSE Developed Markets ETF
Type:
Sell
Date
Aug 1, 2025
EMRZX
Emerging Markets Fund Class Z
Type:
Sell
Date
Aug 14, 2025
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Buy
Date
Aug 1, 2025
AMD
Advanced Micro Devices, Inc. - Common Stock
Type:
Buy
Date
Aug 7, 2025
IEI
iShares 3-7 Year Treasury Bond ETF
Type:
Buy
Date
Aug 1, 2025
EMRZX
Emerging Markets Fund Class Z
Type:
Sell
Date
Aug 1, 2025
ABBV
Abbvie Inc
Type:
Sell
Date
Aug 22, 2025
MU
Micron Technology
Type:
Sell
Date
Aug 22, 2025
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Aug 1, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Sell
Date
Aug 1, 2025
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Sell
Date
Aug 1, 2025
URNM
Sprott Uranium Miners ETF
Type:
Sell
Date
Aug 1, 2025
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Aug 1, 2025
EMLP
First Trust North American Energy Infrastructure F
Type:
Sell
Date
Aug 1, 2025
PALL
abrdn Physical Palladium Shares ETF
Type:
Sell
Date
Aug 1, 2025
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Type:
Buy
Date
Aug 1, 2025
SCHP
Schwab U.S. TIPS ETF
Type:
Buy
Date
Aug 1, 2025
MBB
iShares MBS ETF
Type:
Buy
Date
Aug 1, 2025
AGZ
iShares Agency Bond ETF
Type:
Buy
Date
Aug 1, 2025
WWSYX
Westwood Smallcap Fund Class Y
Type:
Buy
Date
Aug 1, 2025
SLV
iShares Silver Trust
Type:
Sell
Date
Aug 1, 2025
PPLT
abrdn Physical Platinum Shares ETF
Type:
Sell
Date
Aug 1, 2025
RNWGX
New World Fund Inc. Cl R-6
Type:
Buy
Date
Aug 1, 2025
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Aug 1, 2025
SHY
iShares 1-3 Year Treasury Bond ETF
Type:
Buy
Date
Aug 1, 2025
CMBS
iShares CMBS Bond ETF
Type:
Buy
Date
Aug 1, 2025
TLT
iShares 20+ Year Treasury Bond ETF
Type:
Buy
Date
Aug 1, 2025
TLH
iShares 10-20 Year Treasury Bond ETF
Type:
Buy
Date
Aug 1, 2025
IEF
iShares 7-10 Year Treasury Bond ETF
Type:
Buy
Date
Aug 1, 2025
IWM
iShares Russell 2000 ETF
Type:
Buy
Date
Aug 1, 2025
ABBV
Abbvie Inc
Type:
Sell
Date
Aug 11, 2025
LLY
Eli Lilly and Company
Type:
Buy
Date
Aug 22, 2025
NVDA
Nvidia Corp
Type:
Buy
Date
Aug 22, 2025
LLY
Eli Lilly and Company
Type:
Buy
Date
Aug 11, 2025
EMRZX
Emerging Markets Fund Class Z
Type:
Sell
Date
Aug 7, 2025
RNWGX
New World Fund Inc. Cl R-6
Type:
Buy
Date
Aug 7, 2025
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Sell
Date
Aug 1, 2025
WMT
Walmart Inc
Type:
Buy
Date
Jul 31, 2025
BRK-B
BRK-B - Berkshire Hathaway Inc Class B
Type:
Buy
Date
Jul 24, 2025
GD
General Dynamics Corp
Type:
Sell
Date
Jul 31, 2025
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Jul 24, 2025
MDLZ
Mondelez Intl Inc
Type:
Sell
Date
Jul 31, 2025
MU
Micron Technology
Type:
Sell
Date
Jul 1, 2025
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
Type:
Sell
Date
Jul 8, 2025
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
Jul 8, 2025
GE
General Electric Company
Type:
Buy
Date
Jul 31, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
May 13, 2025
META
Meta Platforms Inc
Type:
Buy
Date
May 16, 2025
META
Meta Platforms Inc
Type:
Buy
Date
May 30, 2025
NVDA
Nvidia Corp
Type:
Buy
Date
May 13, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Jun 11, 2025
RTX
Raytheon Technologies Corp
Type:
Buy
Date
May 30, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
May 16, 2025
HD
Home Depot
Type:
Buy
Date
May 16, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Jun 11, 2025
ATO
Atmos Energy Corp
Type:
Buy
Date
May 20, 2025
GOOGL
Alphabet Cl A
Type:
Buy
Date
May 20, 2025
HD
Home Depot
Type:
Buy
Date
May 20, 2025
MU
Micron Technology
Type:
Sell
Date
Jun 11, 2025
UNH
Unitedhealth Group Inc
Type:
Sell
Date
Jun 11, 2025
DTE
Dte Energy Company
Type:
Sell
Date
May 20, 2025
NRG
NRG Energy
Type:
Sell
Date
May 20, 2025
LOW
Lowe's Companies
Type:
Sell
Date
May 20, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Sell
Date
May 16, 2025
GD
General Dynamics Corp
Type:
Sell
Date
May 20, 2025
FBIN
Fortune Brands Innovations Inc
Type:
Sell
Date
May 30, 2025
VLO
Valero Energy Corp
Type:
Sell
Date
May 13, 2025
CRM
Salesforce Inc
Type:
Sell
Date
Apr 22, 2025
AMAT
Applied Materials
Type:
Sell
Date
Apr 16, 2025
GILD
Gilead Sciences Inc
Type:
Sell
Date
Apr 16, 2025
HYG
iShares iBoxx $ High Yield Corporate Bond ETF
Type:
Buy
Date
Apr 9, 2025
SHY
iShares 1-3 Year Treasury Bond ETF
Type:
Sell
Date
Apr 9, 2025
CL
COLGATE PALMOLIVE LTD.
Type:
Buy
Date
Apr 8, 2025
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Buy
Date
Apr 8, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Apr 8, 2025
ORCL
Oracle Corp
Type:
Buy
Date
Apr 16, 2025
UNH
Unitedhealth Group Inc
Type:
Buy
Date
Apr 16, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Apr 16, 2025
BAC
Bank of America Corp
Type:
Sell
Date
Apr 15, 2025
LRCX
Lam Research Corp
Type:
Sell
Date
Apr 16, 2025
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Apr 8, 2025
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Apr 8, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Apr 22, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Apr 15, 2025
AMAT
Applied Materials
Type:
Buy
Date
Mar 19, 2025
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Mar 19, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Mar 19, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Mar 5, 2025
DTE
Dte Energy Company
Type:
Sell
Date
Mar 19, 2025
JPM
JP Morgan Chase & Company
Type:
Sell
Date
Feb 5, 2025
LRCX
Lam Research Corp
Type:
Sell
Date
Feb 5, 2025
PFE
Pfizer Inc
Type:
Sell
Date
Feb 13, 2025
ECL
Ecolab Inc
Type:
Buy
Date
Feb 26, 2025
AXP
American Express Company
Type:
Buy
Date
Feb 26, 2025
BSX
Boston Scientific Corp
Type:
Buy
Date
Feb 13, 2025
QSR
Restaurant Brands International
Type:
Sell
Date
Feb 4, 2025
GOOGL
Alphabet Cl A
Type:
Buy
Date
Feb 13, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 4, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 26, 2025
AXP
American Express Company
Type:
Buy
Date
Feb 5, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Feb 26, 2025
MA
Mastercard Inc
Type:
Buy
Date
Feb 5, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Feb 5, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Feb 14, 2025
MSI
Motorola Solutions
Type:
Buy
Date
Feb 26, 2025
NVDA
Nvidia Corp
Type:
Buy
Date
Feb 26, 2025
LITP
Sprott Lithium Miners ETF
Type:
Buy
Date
Feb 26, 2025
URNM
Sprott Uranium Miners ETF
Type:
Buy
Date
Feb 25, 2025
BAC
Bank of America Corp
Type:
Sell
Date
Feb 5, 2025
DIS
Walt Disney Company
Type:
Sell
Date
Feb 13, 2025
EMLP
First Trust North American Energy Infrastructure F
Type:
Sell
Date
Feb 26, 2025
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Sell
Date
Feb 26, 2025
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Feb 14, 2025
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Feb 26, 2025
SPY
SPDR??S&P 500? ETF Trust
Type:
Sell
Date
Jan 16, 2025
NRG
NRG Energy, Inc. Common Stock
Type:
Buy
Date
Jan 28, 2025
MA
Mastercard Incorporated Common Stock
Type:
Buy
Date
Jan 14, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Jan 28, 2025
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Jan 16, 2025
CRM
Salesforce Inc
Type:
Buy
Date
Jan 14, 2025
CSCO
Cisco Systems Inc
Type:
Sell
Date
Jan 14, 2025
EBAY
Ebay Inc
Type:
Sell
Date
Jan 14, 2025
HPQ
HP Inc
Type:
Sell
Date
Jan 28, 2025
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
Jan 28, 2025
QQQ
Invesco QQQ Trust, Series 1
Type:
Sell
Date
Jan 14, 2025
NVDA
Nvidia Corp
Type:
Buy
Date
Jan 14, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Sell
Date
Dec 23, 2024
VWO
Vanguard FTSE Emerging Markets ETF
Type:
Sell
Date
Nov 20, 2024
AAXJ
iShares MSCI All Country Asia ex Japan ETF
Type:
Buy
Date
Nov 20, 2024
SPY
SPDR S&P 500
Type:
Buy
Date
Nov 13, 2024
SWKS
Skyworks Solutions, Inc. - Common Stock
Type:
Sell
Date
Nov 20, 2024
BBEU
JPMorgan BetaBuilders Europe ETF
Type:
Sell
Date
Nov 20, 2024
VNQI
Vanguard Global ex-U.S. Real Estate ETF
Type:
Sell
Date
Sep 6, 2024
PALL
Aberdeen Standard Physical Palladium Shares ETF
Type:
Buy
Date
Sep 6, 2024
PPLT
Aberdeen Standard Physical Platinum Shares ETF
Type:
Buy
Date
Sep 6, 2024
FTGC
First Trust Global Tactical Commodity Strategy Fun
Type:
Buy
Date
Sep 6, 2024
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
Sep 6, 2024
TBLL
Invesco Short Term Treasury ETF
Type:
Buy
Date
Sep 6, 2024
iShares Agency Bond ETF
Type:
Buy
Date
Sep 6, 2024
MBB
MBS Ishares ETF
Type:
Buy
Date
Sep 6, 2024
TLT
iShares 20+ Year Treasury Bond ETF
Type:
Buy
Date
Sep 6, 2024
IEI
iShares 3-7 Year Treasury Bond ETF
Type:
Buy
Date
Sep 6, 2024
CMBS
iShares CMBS Bond ETF
Type:
Buy
Date
Sep 6, 2024
TLH
iShares 10-20 Year Treasury Bond ETF
Type:
Buy
Date
Sep 6, 2024
SHY
iShares 1-3 Year Treasury Bond ETF
Type:
Buy
Date
Sep 6, 2024
IEF
iShares 7-10 Year Treasury Bond ETF
Type:
Buy
Date
Sep 6, 2024
IVV
iShares Core S&P 500 ETF
Type:
Buy
Date
Sep 6, 2024
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Sep 6, 2024
SCHP
Schwab U.S. TIPS ETF
Type:
Buy
Date
Sep 6, 2024
Westwood Quality Smallcap Fund - Ultra Shares
Type:
Sell
Date
Sep 6, 2024
EMLP
First Trust North American Energy Infrastructure F
Type:
Sell
Date
Sep 6, 2024
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Sep 9, 2024
IWM
iShares Russell 2000 ETF
Type:
Sell
Date
Oct 9, 2024
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Oct 6, 2024
TPYP
Tortoise North American Pipeline ETF
Type:
Sell
Date
Sep 6, 2024
MDY
S&P Midcap 400 SPDR
Type:
Sell
Date
Sep 9, 2024
VEA
Vanguard FTSE Developed Markets ETF
Type:
Sell
Date
Sep 9, 2024
FISV
Fiserv Inc
Type:
Sell
Date
Sep 26, 2024
MSI
Motorola Solutions, Inc. Common Stock
Type:
Buy
Date
Jul 26, 2024
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Jul 26, 2024
VEA
Vanguard FTSE Developed Markets ETF
Type:
Buy
Date
Jul 18, 2024
MDY
SPDR MidCap Trust Series I
Type:
Sell
Date
Jul 18, 2024
LRCX
Lam Research Corporation - Common Stock
Type:
Sell
Date
Jul 26, 2024
MDY
SPDR MidCap Trust Series I
Type:
Sell
Date
Jun 4, 2024
Nuance Mid Cap Value Fund Z Class
Type:
Sell
Date
Jun 24, 2024
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Jul 4, 2024
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Jun 4, 2024
IEF
iShares 7-10 Year Treasury Bond ETF
Type:
Sell
Date
Jun 26, 2024
SHY
iShares 1-3 Year Treasury Bond ETF
Type:
Sell
Date
Jun 26, 2024
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Jun 20, 2024
VEA
Vanguard FTSE Developed Markets ETF
Type:
Buy
Date
Jun 4, 2024
Dean Mid Cap Value Fund No-Load
Type:
Buy
Date
Jun 24, 2024
S&P 500 SPDR
Type:
Buy
Date
Jun 4, 2024
SCHP
Schwab U.S. TIPS ETF
Type:
Buy
Date
Jun 26, 2024
MSFT
Microsoft Corp
Type:
Buy
Date
Jun 20, 2024
Nuance Mid Cap Value Fund Z Class
Type:
Buy
Date
Jun 4, 2024
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Jun 26, 2024
TLH
iShares 10-20 Year Treasury Bond ETF
Type:
Buy
Date
Jun 26, 2024
GEM
Goldman Sachs ActiveBeta Emerging Markets Equity E
Type:
Buy
Date
Jun 4, 2024
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Buy
Date
May 31, 2024
IVW
iShares S&P 500 Growth ETF
Type:
Sell
Date
May 31, 2024
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
May 31, 2024
SCHP
Schwab U.S. TIPS ETF
Type:
Sell
Date
Feb 20, 2024
NWSA
Hess Corp
Type:
Sell
Date
Mar 28, 2024
AMAT
Applied Materials
Type:
Buy
Date
Mar 28, 2024
IEF
iShares 7-10 Year Treasury Bond ETF
Type:
Sell
Date
Feb 20, 2024
TLH
iShares 10-20 Year Treasury Bond ETF
Type:
Buy
Date
Feb 20, 2024
TLT
iShares 20+ Year Treasury Bond ETF
Type:
Buy
Date
Feb 20, 2024
CMBS
iShares CMBS Bond ETF
Type:
Sell
Date
Apr 16, 2024
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Apr 16, 2024
SCZ
iShares MSCI EAFE Small-Cap ETF
Type:
Buy
Date
Apr 11, 2024
EFA
iShares MSCI EAFE ETF
Type:
Sell
Date
Apr 11, 2024
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Type:
Sell
Date
Dec 12, 2023
PFE
Pfizer Inc
Type:
Buy
Date
Dec 20, 2023
PPLT
abrdn Physical Platinum Shares ETF
Type:
Buy
Date
Dec 12, 2023
PALL
abrdn Physical Palladium Shares ETF
Type:
Buy
Date
Dec 12, 2023
LRCX
Lam Research Corp
Type:
Sell
Date
Dec 20, 2023
TLH
iShares 10-20 Year Treasury Bond ETF
Type:
Buy
Date
Nov 8, 2023
MBB
iShares MBS ETF
Type:
Buy
Date
Nov 7, 2023
TLT
20+ Year Treas Bond Ishares ETF
Type:
Buy
Date
Nov 7, 2023
SHY
iShares 1-3 Year Treasury Bond ETF
Type:
Sell
Date
Nov 7, 2023
CMBS
iShares CMBS Bond ETF
Type:
Sell
Date
Nov 7, 2023
TLT
20+ Year Treas Bond Ishares ETF
Type:
Sell
Date
Nov 29, 2023
iShares Agency Bond ETF
Type:
Sell
Date
Nov 7, 2023
GBIL
Goldman Sachs Access Treasury 0-1 Year ETF
Type:
Sell
Date
Nov 7, 2023
GIGB
Goldman Sachs Access Investment Grade Corporate Bo
Type:
Sell
Date
Nov 7, 2023
JMBS
Janus Henderson Mortgage-Backed Securities ETF
Type:
Buy
Date
Nov 7, 2023
SHY
iShares 1-3 Year Treasury Bond ETF
Type:
Buy
Date
Nov 29, 2023
AES
The AES Corporation Common Stock
Type:
Sell
Date
Oct 5, 2023
FEP
First Trust Europe AlphaDEX Fund
Type:
Sell
Date
Aug 29, 2023
BBEU
JPM Betabuilders Europe ETF
Type:
Buy
Date
Aug 29, 2023
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