Markwayne Mullin
Trades
479
315 buy / 164 sell
Buy Win Rate
71%
262 buy trades scored
Avg. Buy Return
+24.8%
Dollar-weighted avg
vs S&P 500
+5.9%
Same holding periods
Trading Performance
Based on 262 buys scored
Avg. Buy Return+24.8%
S&P 500 (same periods)+18.9%
Alpha vs S&P 500+5.9%
Buy Win Rate71%
Sell Timing65%
Buy / Sell Trades167 / 14
Buy/Sell Ratio11.9x
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
479 trades disclosed
INTU
Intuit Inc. - Common Stock
Type:
Sell
Date
Feb 25, 2026
AZO
AutoZone, Inc. Common Stock
Type:
Sell
Date
Feb 25, 2026
UNH
UnitedHealth Group Incorporated Common Stock (DE)
Type:
Buy
Date
Feb 25, 2026
AMKR
Amkor Technology, Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2026
AIT
Applied Industrial Technologies, Inc. Common Stock
Type:
Sell
Date
Feb 4, 2026
IRM
Iron Mountain Incorporated (Delaware)Common Stock REIT
Type:
Sell
Date
Feb 4, 2026
VSEC
VSE Corporation - Common Stock
Type:
Buy
Date
Feb 4, 2026
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Sell
Date
Feb 4, 2026
C
Citigroup, Inc. Common Stock
Type:
Buy
Date
Feb 4, 2026
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Sell
Date
Feb 4, 2026
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2026
MPWR
Monolithic Power Systems, Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2026
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Feb 4, 2026
LRN
Stride, Inc. Common Stock
Type:
Buy
Date
Feb 4, 2026
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Buy
Date
Feb 4, 2026
CRS
Carpenter Technology Corporation Common Stock
Type:
Buy
Date
Feb 4, 2026
CRDO
Credo Technology Group Holding Ltd - Ordinary Shares
Type:
Sell
Date
Feb 4, 2026
COHR
Coherent Corp. Common Stock
Type:
Sell
Date
Feb 4, 2026
MTZ
MasTec, Inc. Common Stock
Type:
Sell
Date
Feb 4, 2026
APG
APi Group Corporation Common Stock
Type:
Buy
Date
Feb 4, 2026
IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS
Rate/Coupon: 5.0% Matures: 07/15/38
Type:
Sell
Date
Jan 20, 2026
SALEM N H GO BDS
Rate/Coupon: 4.0% Matures: 10/01/36
Type:
Sell
Date
Jan 20, 2026
FORT LAUDERDALE FLA WTR & SWR REV BDS
Rate/Coupon: 5.0% Matures: 09/01/38
Type:
Sell
Date
Jan 20, 2026
UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF BDS
Rate/Coupon: 5.0% Matures: 02/15/33
Type:
Sell
Date
Jan 20, 2026
MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS
Rate/Coupon: 5.0% Matures: 05/01/38
Type:
Sell
Date
Jan 20, 2026
CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS
Rate/Coupon: 5.0% Matures: 02/15/38
Type:
Sell
Date
Jan 20, 2026
FORT SMITH ARK WTR & SWR REV REF CONSTR BDS
Rate/Coupon: 5.0% Matures: 10/01/32
Type:
Sell
Date
Jan 20, 2026
SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS
Rate/Coupon: 4.0% Matures: 05/01/39
Type:
Sell
Date
Jan 20, 2026
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Buy
Date
Jan 5, 2026
VSEC
VSE Corporation - Common Stock
Type:
Buy
Date
Jan 5, 2026
APG
APi Group Corporation Common Stock
Type:
Buy
Date
Jan 5, 2026
AMKR
Amkor Technology, Inc. - Common Stock
Type:
Buy
Date
Jan 5, 2026
CRS
Carpenter Technology Corporation Common Stock
Type:
Buy
Date
Jan 5, 2026
ADBE
Adobe Inc. - Common Stock
Type:
Buy
Date
Jan 5, 2026
LRN
Stride, Inc. Common Stock
Type:
Buy
Date
Jan 5, 2026
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Jan 5, 2026
MPWR
Monolithic Power Systems, Inc. - Common Stock
Type:
Buy
Date
Jan 5, 2026
C
Citigroup Inc
Type:
Buy
Date
Jan 5, 2026
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS
Rate/Coupon: 5.0% Matures: 11/15/36
Type:
Sell
Date
Jan 20, 2026
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS
Rate/Coupon: 5.25% Matures: 12/15/39
Type:
Sell
Date
Jan 21, 2026
KENTUCKY ST PPTY & BLDGS COMMN REVS BDS
Rate/Coupon: 5.0% Matures: 11/01/27
Type:
Sell
Date
Jan 20, 2026
NEVADA ST LTD TAX GO CAP IMPT BDS
Rate/Coupon: 5.0% Matures: 05/01/38
Type:
Sell
Date
Jan 20, 2026
ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS
Rate/Coupon: 5.0% Matures: 08/01/27
Type:
Sell
Date
Jan 20, 2026
CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG
Rate/Coupon: 4.0% Matures: 02/15/42
Type:
Sell
Date
Jan 20, 2026
AUSTIN TEX CTFS OBLIG
Rate/Coupon: 5.0% Matures: 09/01/38
Type:
Sell
Date
Jan 20, 2026
WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS
Rate/Coupon: 5.0% Matures: 03/01/33
Type:
Sell
Date
Jan 20, 2026
MASSACHUSETTS ST DEV FIN AGY REV BDS
Rate/Coupon: 5.0% Matures: 10/01/31
Type:
Sell
Date
Jan 20, 2026
FLORIDA ST DEPT GEN SVCS DIV FACS MGMT REV POOL REV REF BDS
Rate/Coupon: 4.0% Matures: 09/01/30
Type:
Sell
Date
Jan 20, 2026
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS
Rate/Coupon: 5.25% Matures: 12/15/39
Type:
Sell
Date
Jan 20, 2026
DE
Deere & Company Common Stock
Type:
Buy
Date
Dec 29, 2025
LRCX
Lam Research Corporation - Common Stock
Type:
Buy
Date
Dec 29, 2025
IQV
IQVIA Holdings, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
COF
Capital One Financial Corporation Common Stock
Type:
Buy
Date
Dec 29, 2025
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Dec 29, 2025
BSX
Boston Scientific Corporation Common Stock
Type:
Buy
Date
Dec 29, 2025
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Dec 29, 2025
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Dec 29, 2025
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Dec 29, 2025
COP
ConocoPhillips Common Stock
Type:
Buy
Date
Dec 29, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
INTU
Intuit Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Dec 29, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
CVX
Chevron Corporation Common Stock
Type:
Buy
Date
Dec 29, 2025
AXP
American Express Company Common Stock
Type:
Buy
Date
Dec 29, 2025
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
ICE
Intercontinental Exchange Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
KO
Coca-Cola Company (The) Common Stock
Type:
Buy
Date
Dec 29, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Dec 29, 2025
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Dec 29, 2025
HD
Home Depot, Inc. (The) Common Stock
Type:
Buy
Date
Dec 29, 2025
ISRG
Intuitive Surgical, Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
HLT
Hilton Worldwide Holdings Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
MA
Mastercard Incorporated Common Stock
Type:
Buy
Date
Dec 29, 2025
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Dec 29, 2025
CRM
Salesforce, Inc. Common Stock
Type:
Buy
Date
Dec 29, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Dec 29, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Dec 29, 2025
MTZ
MasTec, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Sell
Date
Dec 18, 2025
IRM
Iron Mountain Inc
Type:
Sell
Date
Dec 18, 2025
PRMB
Primo Brands Corporation Class A Common Stock
Type:
Sell
Date
Dec 18, 2025
PRMB
Primo Brands Corporation Class A Common Stock
Type:
Sell
Date
Dec 17, 2025
AIT
Applied Industrial Technologies, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2025
CRDO
Credo Technology Group Holding Ltd
Type:
Sell
Date
Dec 18, 2025
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Sell
Date
Dec 18, 2025
LRN
Stride, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2025
PRMB
Primo Brands Corp
Type:
Sell
Date
Dec 18, 2025
COHR
Coherent Corp. - Common Stock
Type:
Sell
Date
Dec 18, 2025
IRM
Iron Mountain Inc
Type:
Sell
Date
Dec 18, 2025
CORSICANA TEX COMBINATION TAX AND REV CTFS OBLIG 2025
Rate/Coupon: 4.0% Matures: 02/15/2042
Type:
Buy
Date
Dec 3, 2025
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Nov 10, 2025
PNR
Pentair plc. Ordinary Share
Type:
Buy
Date
Nov 10, 2025
COF
Capital One Financial Corporation Common Stock
Type:
Buy
Date
Nov 10, 2025
CSX
CSX Corporation - Common Stock
Type:
Sell
Date
Nov 10, 2025
TMUS
T-Mobile US, Inc. - Common Stock
Type:
Sell
Date
Nov 3, 2025
FI
Fiserv Inc
Type:
Sell
Date
Nov 3, 2025
BRK-B
Berkshire Hathaway Cl B
Type:
Sell
Date
Nov 3, 2025
CMG
Chipotle Mexican Grill, Inc. Common Stock
Type:
Sell
Date
Nov 3, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Nov 3, 2025
ACN
Accenture Plc
Type:
Sell
Date
Sep 24, 2025
UNH
Unitedhealth Group Inc
Type:
Buy
Date
Sep 24, 2025
IHF
iShares U.S. Health Care Providers ETF
Type:
Sell
Date
Sep 24, 2025
ADBE
Adobe Systems Inc
Type:
Sell
Date
Sep 24, 2025
INTU
Intuit Inc. - Common Stock
Type:
Buy
Date
Sep 24, 2025
ISRG
Intuitive Surgical, Inc. - Common Stock
Type:
Buy
Date
Sep 24, 2025
NOW
ServiceNow, Inc. Common Stock
Type:
Buy
Date
Sep 24, 2025
WAB
Wabtec Corp
Type:
Sell
Date
Sep 23, 2025
WAB
Wabtec Corp
Type:
Sell
Date
Sep 23, 2025
TXN
Texas Instruments Incorporated - Common Stock
Type:
Sell
Date
Sep 24, 2025
MASSACHUSETTS ST DEV FIN AGY REV BDS WELLFORCE INC 2020
Rate/Coupon: 5.0% Matures: 10/01/31
Type:
Buy
Date
Sep 9, 2025
UNH
UnitedHealth Group Incorporated Common Stock (DE)
Type:
Sell
Date
Aug 1, 2025
SHOP
Shopify Inc
Type:
Buy
Date
Jan 3, 2023
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Buy
Date
Jan 3, 2023
PYPL
PayPal Holdings, Inc. - Common Stock
Type:
Buy
Date
Jan 3, 2023
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Dec 11, 2024
PODD
Insulet Corp
Type:
Sell
Date
Dec 22, 2023
SHOP
Shopify Inc
Type:
Sell
Date
Dec 22, 2023
LRCX
Lam Research Corp
Type:
Buy
Date
Jan 2, 2024
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Jan 2, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Jan 2, 2024
Canadian County Educational Facilities Authority
Rate/Coupon: 5.0% Matures: 09/01/2027
Type:
Buy
Date
Jan 3, 2024
SHOP
Shopify Inc
Type:
Sell
Date
Jan 4, 2024
ELF
E.L.F. Beauty Inc
Type:
Buy
Date
Jan 4, 2024
OK ST Capitol Impt Auth ST Highway
Rate/Coupon: 5.0% Matures: 07/01/2025
Type:
Buy
Date
Jan 10, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31
Type:
Sell
Date
Jan 10, 2024
KAUKAUNA WIS ANTIC NTS 2023B
Rate/Coupon: 5.0% Matures: 06/01/2028
Type:
Sell
Date
Jan 18, 2024
JOHNSTON CNTY N C GO REF BDS 2010-A
Rate/Coupon: 5.0% Matures: 02/01/2024
Type:
Sell
Date
Jan 18, 2024
CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS 2023
Rate/Coupon: 5.0% Matures: 03/01/2024
Type:
Sell
Date
Jan 18, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31
Type:
Sell
Date
Jul 24, 2024
Univ OK Rev
Rate/Coupon: 5.0% Matures: 07/01/28
Type:
Sell
Date
Jul 23, 2024
Tulsa Cnty OK ISD GO Unltd
Rate/Coupon: 4.5% Matures: 03/01/26
Type:
Sell
Date
Jul 23, 2024
Tulsa Cnty OK Indl Auth Eductn Rev
Rate/Coupon: 5.0% Matures: 09/01/27
Type:
Sell
Date
Jul 23, 2024
Purcell OK Public Wks Auth Sal Rev
Rate/Coupon: 5.0% Matures: 03/01/30
Type:
Sell
Date
Jul 23, 2024
Oklahoma St Univ Agric & Mech Rev
Rate/Coupon: 5.0 Matures: 09/01/32
Type:
Sell
Date
Jul 23, 2024
Oklahoma St Turnpike Auth Rev
Rate/Coupon: 5.0% Matures: 01/01/25
Type:
Sell
Date
Jul 23, 2024
Oklahoma St Capitol Impt Auth Rev
Rate/Coupon: 5.0% Matures: 07/01/25
Type:
Sell
Date
Jul 23, 2024
Oklahoma Dev Fin Auth Lease Rev
Rate/Coupon: 5.0% Matures: 12/01/29
Type:
Sell
Date
Jul 23, 2024
Oklahoma Cnty OK Fin Auth Rev
Rate/Coupon: 5.0% Matures: 10/01/24
Type:
Sell
Date
Jul 23, 2024
AUSTIN TEX PUB IMPT REF BDS 2023
Rate/Coupon: 5.0% Matures: 09/01/2024
Type:
Sell
Date
Jan 18, 2024
INST
Instructure Holdings, Inc. Common Stock
Type:
Sell
Date
Jan 4, 2024
EXLS
ExlService Holdings, Inc. - Common Stock
Type:
Sell
Date
Jan 4, 2024
CTVA
Corteva, Inc. Common Stock
Type:
Sell
Date
Jan 4, 2024
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Jan 4, 2024
ETN
Eaton Corp
Type:
Buy
Date
Jan 4, 2024
AXON
Axon Enterprise Inc
Type:
Buy
Date
Jan 4, 2024
HUBB
Hubbell Inc Common Stock
Type:
Sell
Date
Dec 22, 2023
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Sell
Date
Dec 22, 2023
Pimco Commodities Plus Strategy Fund Class
Type:
Sell
Date
Oct 29, 2024
EXLS
ExlService Holdings, Inc. - Common Stock
Type:
Sell
Date
Dec 22, 2023
CELH
Celsius Holdings Inc
Type:
Sell
Date
Dec 22, 2023
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Apr 3, 2024
PDBC
Invesco Optimum Yield Diversified Commodity Strate
Type:
Buy
Date
Nov 12, 2024
PCLPX
Pimco Commoditiesplus Strategy Fund Class I-2
Type:
Sell
Date
Nov 12, 2024
PDBC
Invesco Optimum Yield Diversified Commodity Strate
Type:
Buy
Date
Oct 29, 2024
PODD
Insulet Corporation - Common Stock
Type:
Sell
Date
Jan 4, 2024
PYPL
PayPal Holdings, Inc. - Common Stock
Type:
Sell
Date
Jan 4, 2024
HUBB
Hubbell Inc Common Stock
Type:
Sell
Date
Jan 4, 2024
FCFS
FirstCash Holdings, Inc. - Common Stock
Type:
Sell
Date
Jan 4, 2024
FN
Fabrinet
Type:
Sell
Date
Jan 4, 2024
CELH
Celsius Holdings, Inc. - Common Stock
Type:
Sell
Date
Jan 4, 2024
SFM
Sprouts Farmers Market, Inc. - Common Stock
Type:
Buy
Date
Jan 4, 2024
OLLI
Ollie's Bargain Outlet Holdings, Inc. - Common Sto
Type:
Buy
Date
Jan 4, 2024
FRPT
Freshpet, Inc. - Common Stock
Type:
Buy
Date
Jan 4, 2024
CYBR
CyberArk Software Ltd. - Ordinary Shares
Type:
Buy
Date
Jan 4, 2024
BMI
Badger Meter, Inc. Common Stock
Type:
Buy
Date
Jan 4, 2024
ZTS
Zoetis Inc Cl A
Type:
Buy
Date
Jan 4, 2024
ADBE
Adobe Systems Inc
Type:
Buy
Date
Jan 2, 2024
AMD
Advanced Micro Devices, Inc. - Common Stock
Type:
Buy
Date
Jan 2, 2024
META
Meta Platforms Inc
Type:
Buy
Date
Jan 2, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jan 2, 2024
PYPL
PayPal Holdings, Inc. - Common Stock
Type:
Sell
Date
Dec 22, 2023
INST
Instructure Holdings Inc
Type:
Sell
Date
Dec 22, 2023
FN
Fabrinet
Type:
Sell
Date
Dec 22, 2023
CTVA
Corteva Inc
Type:
Sell
Date
Dec 22, 2023
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31
Type:
Sell
Date
Feb 9, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31
Type:
Sell
Date
Feb 7, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31
Type:
Sell
Date
Jan 29, 2024
Pocono Mtn PA Sch Dist Go Nts 2023
Rate/Coupon: 4.5% Matures: 10/01/26
Type:
Sell
Date
Oct 1, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31
Type:
Sell
Date
Jan 22, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31
Type:
Sell
Date
Mar 11, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: 5.0% Matures: 08/15/31
Type:
Sell
Date
Jan 19, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Buy
Date
Jan 4, 2024
Broken Arrow OK GO Unltd
Rate/Coupon: 4.0% Matures: 09/01/35
Type:
Sell
Date
Jul 23, 2024
Canadian Cnty OK Edu Facs Rev
Rate/Coupon: 5.0% Matures: 09/01/29
Type:
Sell
Date
Jul 23, 2024
Canadian Cnty OK Eductnl Facs Rev
Rate/Coupon: 5.0% Matures: 09/01/27
Type:
Sell
Date
Jul 23, 2024
Cleveland Cnty OK Eductnl Facs Rev
Rate/Coupon: 5.00% Matures: 06/01/32
Type:
Sell
Date
Jul 23, 2024
Grady Cnty OK Sch Fin Auth Edu Rev
Rate/Coupon: 4.0% Matures: 09/01/31
Type:
Sell
Date
Jul 23, 2024
McClain Cnty OK Econ Dev Auth Rev
Rate/Coupon: 4.0% Matures: 09/01/33
Type:
Sell
Date
Jul 23, 2024
Oklahoma St Dev Fin Auth Hlths Rev
Rate/Coupon: .41% Matures: 08/15/31
Type:
Buy
Date
Nov 29, 2023
Oklahoma St Turnpike Auth Rev
Rate/Coupon: 5.0% Matures: 01/01/25
Type:
Buy
Date
Oct 30, 2023
INST
Instructure Holdings, Inc. Common Stock
Type:
Buy
Date
Jan 3, 2023
FN
Fabrinet
Type:
Buy
Date
Jan 3, 2023
CELH
Celsius Holdings Inc
Type:
Buy
Date
Jan 3, 2023
CTVA
Corteva, Inc. Common Stock
Type:
Buy
Date
Jan 3, 2023
HUBB
Hubbell Inc Common Stock
Type:
Buy
Date
Jan 3, 2023
EXLS
ExlService Holdings, Inc. - Common Stock
Type:
Buy
Date
Jan 3, 2023
PODD
Insulet Corporation - Common Stock
Type:
Buy
Date
Jan 3, 2023
Oklahoma St Dev Fin Auth Hlths Rev Adj
Rate/Coupon: .41% Matures: 08/15/31
Type:
Sell
Date
Oct 23, 2023
Florida State Department General Services Division Facilities Mgmt Revenue Pool
Rate/Coupon: 4.0% Matures: 09/01/2030
Type:
Buy
Date
Jun 18, 2025
New York City Municipal Water Fin Authority Water & Sewer Revenue Bond
Rate/Coupon: 5.0% Matures: 06/15/2039
Type:
Sell
Date
Jun 16, 2025
ADBE
Adobe Systems Inc
Type:
Buy
Date
May 13, 2025
CVX
Chevron Corp
Type:
Buy
Date
May 13, 2025
LPLA
Lpl Financial Holdings
Type:
Buy
Date
May 13, 2025
LHX
L3Harris Technologies Inc
Type:
Buy
Date
May 13, 2025
LRCX
Lam Research Corp
Type:
Buy
Date
May 13, 2025
SPY
SPDR S&P 500
Type:
Sell
Date
May 13, 2025
TMO
Thermo Fisher Scientific Inc
Type:
Buy
Date
May 13, 2025
COP
Conocophillips
Type:
Buy
Date
May 13, 2025
VLO
Valero Energy Corp
Type:
Buy
Date
May 13, 2025
TXN
Texas Instruments
Type:
Buy
Date
May 13, 2025
CSX
CSX Corp
Type:
Buy
Date
May 13, 2025
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
May 13, 2025
ZTS
Zoetis Inc. Class A Common Stock
Type:
Buy
Date
May 13, 2025
ZTS
Zoetis Inc Cl A
Type:
Sell
Date
Apr 8, 2025
VLO
Valero Energy Corp
Type:
Sell
Date
Apr 8, 2025
CSX
CSX Corp
Type:
Sell
Date
Apr 8, 2025
TXN
Texas Instruments
Type:
Sell
Date
Apr 8, 2025
TMO
Thermo Fisher Scientific Inc
Type:
Sell
Date
Apr 8, 2025
ADBE
Adobe Systems Inc
Type:
Sell
Date
Apr 8, 2025
AMAT
Applied Materials
Type:
Sell
Date
Apr 8, 2025
LRCX
Lam Research Corp
Type:
Sell
Date
Apr 8, 2025
CVX
Chevron Corp
Type:
Sell
Date
Apr 8, 2025
COP
Conocophillips
Type:
Sell
Date
Apr 8, 2025
COF
Capital One Financial Corp
Type:
Buy
Date
Mar 19, 2025
WEST PALM BEACH FLA CMNTY REDEV AGY TAX INCREMENT REV REF BDS CITY CTR CMNTY Rate/Coupon: 5.0% Matures: 03/01/2033
Type:
Buy
Date
Feb 19, 2025
METROPOLITAN TRANSN AUTH N Y DEDICATED TAX FD GREEN FD BDS Rate/Coupon: 5.0% Matures: 11/15/2036
Type:
Buy
Date
Feb 19, 2025
UNIVERSITY HOUSTON TEX UNIV REVS CONSOLIDATED REV AND REF Rate/Coupon: 5.0% Matures: 02/15/2033
Type:
Buy
Date
Feb 19, 2025
ACN
Accenture Plc
Type:
Buy
Date
Feb 13, 2025
WAB
Wabtec Corp
Type:
Buy
Date
Feb 3, 2025
PRMB
Primo Water Corp
Type:
Buy
Date
Feb 3, 2025
MTZ
Mastec Inc
Type:
Buy
Date
Feb 3, 2025
LRN
Stride Inc
Type:
Buy
Date
Feb 3, 2025
IRM
Iron Mountain Inc
Type:
Buy
Date
Feb 3, 2025
VAW
Materials ETF Vanguard
Type:
Sell
Date
Feb 13, 2025
LHX
L3Harris Technologies Inc
Type:
Buy
Date
Feb 13, 2025
STZ
Constellation Brands Inc
Type:
Sell
Date
Feb 13, 2025
LPLA
Lpl Financial Holdings
Type:
Buy
Date
Feb 13, 2025
IQV
Iqvia Holdings Inc
Type:
Buy
Date
Feb 13, 2025
TJX
TJX Companies
Type:
Buy
Date
Feb 13, 2025
AMD
Adv Micro Devices
Type:
Sell
Date
Feb 13, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Feb 13, 2025
GS
Goldman Sachs Group
Type:
Buy
Date
Feb 3, 2025
DELL
Dell Technologies Inc
Type:
Buy
Date
Feb 3, 2025
CRDO
Credo Technology Group Holding Ltd
Type:
Buy
Date
Feb 3, 2025
COHR
Coherent Corp
Type:
Buy
Date
Feb 3, 2025
AIT
Applied Industrial Technologies
Type:
Buy
Date
Feb 3, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 13, 2025
DHR
Danaher Corp
Type:
Sell
Date
Feb 13, 2025
HON
Honeywell International Inc
Type:
Sell
Date
Feb 13, 2025
PM
Philip Morris International Inc
Type:
Buy
Date
Feb 13, 2025
BRK
Bershire Hathaway Cdr [Cad Hedged]
Type:
Sell
Date
Feb 13, 2025
AUSTIN TEX CTFS OBLIG 2023 Rate/Coupon: 5.0% Matures: 09/01/38
Type:
Sell
Date
Jan 8, 2025
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS Rate/Coupon: 5.0% Matures: 06/15/39
Type:
Sell
Date
Jan 8, 2025
FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38
Type:
Sell
Date
Jan 8, 2025
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS Rate/Coupon: 5.25% Matures: 12/15/39
Type:
Sell
Date
Jan 8, 2025
CRDO
Credo Technology Group Holding Ltd
Type:
Buy
Date
Jan 2, 2025
COHR
Coherent Corp
Type:
Buy
Date
Jan 2, 2025
IRM
Iron Mountain Inc
Type:
Buy
Date
Jan 2, 2025
KAUKAUNA WIS ANTIC NTS 2023B Rate/Coupon: 5.0% Matures: 06/01/28
Type:
Sell
Date
Jan 8, 2025
MACOMB INTER SCH DIST MICH UNLTD TAX GO BLDG SITE BDS Rate/Coupon: 5.0% Matures: 05/01/38
Type:
Sell
Date
Jan 8, 2025
VO
VANGUARD INDEX FDS VANGUARD MID-CAP ETF
Type:
Sell
Date
Jan 8, 2025
GS
Goldman Sachs Group
Type:
Buy
Date
Jan 2, 2025
NEVADA ST LTD TAX GO CAP IMPT BDS Rate/Coupon: 5.0% Matures: 05/01/38
Type:
Sell
Date
Jan 8, 2025
ABT
Abbott Laboratories
Type:
Sell
Date
Jan 8, 2025
IEFA
iShares Core MSCI EAFE ETF
Type:
Sell
Date
Jan 8, 2025
EZU
Eurozone Ishares MSCI ETF
Type:
Sell
Date
Jan 8, 2025
WAB
Wabtec Corp
Type:
Buy
Date
Jan 2, 2025
PRMB
Primo Brands Corporation Cl A
Type:
Buy
Date
Jan 2, 2025
MTZ
Mastec Inc
Type:
Buy
Date
Jan 2, 2025
LRN
Stride Inc
Type:
Buy
Date
Jan 2, 2025
AIT
Applied Industrial Technologies, Inc. Common Stock
Type:
Buy
Date
Jan 2, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Buy
Date
Jan 2, 2025
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/36
Type:
Sell
Date
Jan 8, 2025
PDBC
Invesco Optimum Yield Diversified Commodity Strate
Type:
Sell
Date
Dec 26, 2024
GICIX
Goldman Sachs Intl Small Cap Insights Fd Inst
Type:
Buy
Date
Dec 26, 2024
Texas State Mobility Fund Bonds A Rate/Coupon: 4.0% Matures: 10/01/2034
Type:
Sell
Date
Dec 27, 2024
VNQ
Vanguard Real Estate ETF
Type:
Buy
Date
Dec 26, 2024
PCLPX
Pimco Commoditiesplus Strategy Fund Class I-2
Type:
Buy
Date
Dec 26, 2024
IEMG
iShares Core MSCI Emerging Markets ETF
Type:
Buy
Date
Dec 26, 2024
CFSSX
Column Small Cap Select Fund
Type:
Buy
Date
Dec 26, 2024
LRN
Stride Inc
Type:
Sell
Date
Dec 18, 2024
CYBR
CyberArk Software Ltd. - Ordinary Shares
Type:
Sell
Date
Dec 18, 2024
AXON
Axon Enterprise, Inc. - Common Stock
Type:
Sell
Date
Dec 18, 2024
FRPT
Freshpet, Inc. - Common Stock
Type:
Sell
Date
Dec 18, 2024
ABT
Abbott Laboratories Common Stock
Type:
Sell
Date
Dec 11, 2024
PEP
PepsiCo, Inc. - Common Stock
Type:
Sell
Date
Dec 11, 2024
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Dec 11, 2024
GS
Goldman Sachs Group
Type:
Sell
Date
Dec 18, 2024
LRN
Stride, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2024
OLLI
Ollie's Bargain Outlet Holdings, Inc. - Common Sto
Type:
Sell
Date
Dec 18, 2024
SFM
Sprouts Farmers Market, Inc. - Common Stock
Type:
Sell
Date
Dec 18, 2024
LRN
Stride, Inc. Common Stock
Type:
Buy
Date
Jul 30, 2024
ETN
Eaton Corp
Type:
Sell
Date
Dec 18, 2024
ELF
E.L.F. Beauty Inc
Type:
Sell
Date
Dec 18, 2024
BMI
Badger Meter, Inc. Common Stock
Type:
Sell
Date
Dec 18, 2024
EZU
iShares MSCI Eurozone ETF
Type:
Buy
Date
Nov 27, 2024
IEFA
iShares Core MSCI EAFE ETF
Type:
Buy
Date
Nov 27, 2024
IEMG
iShares Core MSCI Emerging Markets ETF
Type:
Buy
Date
Nov 27, 2024
Invesco Actively Managed Exchange Traded
Type:
Buy
Date
Nov 12, 2024
HIYS
Invesco Actively Managed Exchange-Traded Fund Trus
Type:
Buy
Date
Oct 29, 2024
Pimco Commoditiesplus Strategy Fund Class I-2
Type:
Sell
Date
Nov 12, 2024
NORTHERN ILL MUN PWR AGY Rate/Coupon: 5.0% Matures: 12/01/2025
Type:
Buy
Date
Oct 10, 2024
SALEM N H GO BDS Rate/Coupon: 4.0% Matures: 10/01/2036
Type:
Buy
Date
Oct 8, 2024
LRN
Stride Inc
Type:
Buy
Date
Jul 30, 2024
KENTUCKY ST PPTY & BLDGS COMMN REVS BDS PROJ Rate/Coupon: 5.0% Matures: 11/01/2027
Type:
Buy
Date
Oct 16, 2024
EW
Edwards Lifesciences Corp
Type:
Sell
Date
Aug 20, 2024
TJX
TJX Companies, Inc. (The) Common Stock
Type:
Buy
Date
Aug 20, 2024
SBUX
Starbucks Corp
Type:
Sell
Date
Aug 20, 2024
IQV
Iqvia Holdings Inc
Type:
Buy
Date
Aug 20, 2024
Fort Smith Ark Wtr & Swr Rev Ref Constr BDS Rate/Coupon: 5.0% Matures: 10/01/32
Type:
Buy
Date
Jul 23, 2024
IWB
Russell 1000 Ishares ETF
Type:
Sell
Date
Jun 12, 2024
IWB
Russell 1000 Ishares ETF
Type:
Sell
Date
Jun 13, 2024
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Jun 12, 2024
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Jun 12, 2024
PH
Parker-Hannifin Corporation Common Stock
Type:
Buy
Date
Jun 12, 2024
Ishares TR Russell 1000 ETF
Type:
Sell
Date
Jun 7, 2024
Pimco Commodities Plus Strategy Fund Class
Type:
Sell
Date
May 8, 2024
IWB
iShares Russell 1000 ETF
Type:
Sell
Date
May 8, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Apr 3, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Apr 3, 2024
Grady County OKLA SCH FIN Auth E Rate/Coupon: 4.0% Matures: 09/01/2031
Type:
Buy
Date
Feb 6, 2024
Canadian County OKLA EDL FACS Rate/Coupon: 5.0% Matures: 09/01/2029
Type:
Buy
Date
Feb 8, 2024
Oklahoma State University Agricultural Rate/Coupon: 5.0% Matures: 09/01/2032
Type:
Buy
Date
Jan 18, 2024
Oklahoma Cnty Okla Fin Auth Ed Rate/Coupon: 5.0% Matures: 10/01/2024
Type:
Buy
Date
Jan 19, 2024
McClain County OKLA Economic DEV Rate/Coupon: 4.0% Matures: 09/01/2033
Type:
Buy
Date
Jan 24, 2024
Broken Arrow OKLA Rate/Coupon: 4.0% Matures: 09/01/2035
Type:
Buy
Date
Jan 26, 2024
Tulsa County OKLA INDPT SCH DIST Rate/Coupon: 4.5% Matures: 03/01/2026
Type:
Buy
Date
Jan 23, 2024
CYBR
CyberArk Software Ltd. - Ordinary Shares
Type:
Buy
Date
Jan 4, 2024
Instructure Holdings Inc
Type:
Sell
Date
Dec 22, 2023
AXON
Axon Enterprise Inc
Type:
Buy
Date
Jan 4, 2024
BMI
Badger Meter, Inc. Common Stock
Type:
Buy
Date
Jan 4, 2024
SFM
Sprouts Farmers Market
Type:
Buy
Date
Jan 4, 2024
OLLI
Ollie's Bargain Outlet Holdings, Inc. - Common Sto
Type:
Buy
Date
Jan 4, 2024
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Jan 4, 2024
FRPT
Freshpet, Inc. - Common Stock
Type:
Buy
Date
Jan 4, 2024
ETN
Eaton Corp
Type:
Buy
Date
Jan 4, 2024
ELF
E.L.F. Beauty Inc
Type:
Buy
Date
Jan 4, 2024
Cleveland County OK Educational FACS REV Rate/Coupon: 5.0% Matures: 06/01/2032
Type:
Buy
Date
Dec 6, 2023
VLTO
Veralto Corp Common Stock
Type:
Sell
Date
Dec 5, 2023
CLEAR CREEK TEX INDPT SCH DIST UNLTD TAX REF BDS 2023 Rate/Coupon: 5.0% Matures: 02/15/2038
Type:
Buy
Date
Oct 31, 2023
NEW YORK N Y CITY MUN WTR FIN AUTH WTR & SWR SYS REV REV BDS 2015 FF Rate/Coupon: 5.0% Matures: 06/15/2039
Type:
Buy
Date
Oct 27, 2023
Oklahoma Transn Auth OK F/K/A Rate/Coupon: 5.0% Matures: 01/01/2025
Type:
Buy
Date
Oct 26, 2023
Oklahoma Dev Fin Auth Lease RE Rate/Coupon: 5.0% Matures: 12/01/2029
Type:
Buy
Date
Nov 16, 2023
Tulsa County Oklahoma Indl Auth Edl Rate/Coupon: 5.0% Matures: 09/01/2027
Type:
Buy
Date
Oct 18, 2023
ZTS
Zoetis Inc. Class A Common Stock
Type:
Buy
Date
Oct 3, 2023
V
Visa Inc
Type:
Buy
Date
Oct 3, 2023
UNH
Unitedhealth Group Inc
Type:
Buy
Date
Oct 3, 2023
UNP
Union Pacific Corp
Type:
Buy
Date
Oct 3, 2023
TMO
Thermo Fisher Scientific Inc
Type:
Buy
Date
Oct 3, 2023
TXN
Texas Instruments Incorporated - Common Stock
Type:
Buy
Date
Oct 3, 2023
TMUS
T-Mobile US, Inc. - Common Stock
Type:
Buy
Date
Oct 3, 2023
SBUX
Starbucks Corporation - Common Stock
Type:
Buy
Date
Oct 3, 2023
SHW
Sherwin-Williams Company (The) Common Stock
Type:
Buy
Date
Oct 3, 2023
CRM
Salesforce, Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
SPGI
S&P Global Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Oct 3, 2023
PG
Procter & Gamble Company
Type:
Buy
Date
Oct 3, 2023
PEP
PepsiCo, Inc. - Common Stock
Type:
Buy
Date
Oct 3, 2023
PANW
Palo Alto Networks, Inc. - Common Stock
Type:
Buy
Date
Oct 3, 2023
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Oct 3, 2023
NKE
Nike Inc
Type:
Buy
Date
Oct 3, 2023
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Oct 3, 2023
MA
Mastercard Inc
Type:
Buy
Date
Oct 3, 2023
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Oct 3, 2023
LRCX
Lam Research Corporation - Common Stock
Type:
Buy
Date
Oct 3, 2023
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Oct 3, 2023
ICE
Intercontinental Exchange Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
HON
Honeywell International Inc. - Common Stock
Type:
Buy
Date
Oct 3, 2023
HD
Home Depot, Inc. (The) Common Stock
Type:
Buy
Date
Oct 3, 2023
HLT
Hilton Worldwide Holdings Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Oct 3, 2023
FISV
Fiserv, Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Oct 3, 2023
EMR
Emerson Electric Company
Type:
Buy
Date
Oct 3, 2023
EW
Edwards Lifesciences Corporation Common Stock
Type:
Buy
Date
Oct 3, 2023
DE
Deere & Company Common Stock
Type:
Buy
Date
Oct 3, 2023
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Oct 3, 2023
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Buy
Date
Oct 3, 2023
KO
Coca-Cola Company (The) Common Stock
Type:
Buy
Date
Oct 3, 2023
CMG
Chipotle Mexican Grill
Type:
Buy
Date
Oct 3, 2023
CVX
Chevron Corporation Common Stock
Type:
Buy
Date
Oct 3, 2023
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
CSX
CSX Corporation - Common Stock
Type:
Buy
Date
Oct 3, 2023
BSX
Boston Scientific Corporation Common Stock
Type:
Buy
Date
Oct 3, 2023
BLK
BlackRock, Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
AZO
AutoZone, Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Oct 3, 2023
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Oct 3, 2023
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Oct 3, 2023
AXP
American Express Company Common Stock
Type:
Buy
Date
Oct 3, 2023
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Oct 3, 2023
GOOGL
Alphabet Inc. - Class A Common Stock
Type:
Buy
Date
Oct 3, 2023
AMD
Advanced Micro Devices, Inc. - Common Stock
Type:
Buy
Date
Oct 3, 2023
ADBE
Adobe Systems Inc
Type:
Buy
Date
Oct 3, 2023
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Oct 3, 2023
POCONO MTN PA SCH DIST GO NTS 2023 Rate/Coupon: 4.5% Matures: 10/01/2026
Type:
Buy
Date
Oct 12, 2023
FORT LAUDERDALE FLA WTR & SWR REV BDS PROSPECT LAKE WTR TREATMENT 2023 Rate/Coupon: 5.0% Matures: 09/01/38
Type:
Buy
Date
Oct 6, 2023
Kaukauna Wis Antic Nts 2023 B Rate/Coupon: 5.0% Matures: 06/01/28
Type:
Buy
Date
Oct 4, 2023
COOK CNTY ILL CMNTY CONS SCH DIST NO 015 PALATINE GO BDS 2023A Rate/Coupon: 5.25% Matures: 12/15/2039
Type:
Buy
Date
Oct 4, 2023
NEW MEXICO FIN AUTH ST TRANSN REV REV REF BDS Rate/Coupon: 5.0% Matures: 06/15/2024
Type:
Buy
Date
Oct 3, 2023
Nevada St Ltd Tax Go Cap Impt BDS Rate/Coupon: 5.0% Matures: 05/01/38
Type:
Buy
Date
Oct 25, 2023
Oklahoma Dev Fin Auth Health Rate/Coupon: 0.41% Matures: 08/15/2031
Type:
Buy
Date
Oct 13, 2023
Purcell Oklahoma Public Works Auth Rate/Coupon: 5.0% Matures: 03/01/2030
Type:
Buy
Date
Oct 4, 2023
University Oklahoma Revs Rate/Coupon: 5.0% Matures: 07/01/2028
Type:
Buy
Date
Oct 17, 2023
BRK-B
Berkshire Hathaway Cl B
Type:
Buy
Date
Oct 3, 2023
STZ
Constellation Brands Inc
Type:
Buy
Date
Oct 3, 2023
COP
ConocoPhillips Common Stock
Type:
Buy
Date
Oct 3, 2023
CENTRAL WEBER UTAH SWR IMPT DIST SWR REV BDS Rate/Coupon: 5.0% Matures: 03/01/24
Type:
Buy
Date
Sep 13, 2023
IPS MULTI-SCH BLDG CORP IND UNLTD AD VALOREM PPTY TAX FIRST MTG BDS Rate/Coupon: 5.0% Matures: 07/15/38
Type:
Buy
Date
Sep 13, 2023
SEATTLE WASH DRAIN & WASTEWATER REV REF REV BDS Rate/Coupon: 4.0% Matures: 05/01/39
Type:
Buy
Date
Sep 14, 2023
TEXAS ST GO MOBILITY FD BDS A Rate/Coupon: 4.0% Matures: 10/01/34
Type:
Buy
Date
Sep 20, 2023
UPTON CNTY TEX TAX NTS Rate/Coupon: 5.0% Matures: 02/15/25
Type:
Buy
Date
Sep 22, 2023
JOHNSTON CNTY N C GO REF BDS Rate/Coupon: 5.0% Matures: 02/01/24
Type:
Buy
Date
Sep 26, 2023
WAXAHACHIE TEX INDPT SCH DIST ULTD TAX REF BDS Rate/Coupon: 4.0% Matures: 08/15/34
Type:
Buy
Date
Sep 27, 2023
LUCAS CNTY OHIO LTD TAX VAR PURP IMPT GO BD ANTIC Rate/Coupon: 4.375% Matures: 10/11/24
Type:
Buy
Date
Sep 28, 2023
Macomb Inter Sch Dist Mich Unltd Tax Fo Bldg Site Bds Rate/Coupon: 5.0% Matures: 05/01/38
Type:
Buy
Date
Sep 28, 2023
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Sep 13, 2023
ADBE
Adobe Systems Inc
Type:
Buy
Date
Sep 13, 2023
AMD
Advanced Micro Devices, Inc. - Common Stock
Type:
Buy
Date
Sep 13, 2023
GOOGL
Alphabet Cl A
Type:
Buy
Date
Sep 13, 2023
AMZN
Amazon.com Inc
Type:
Buy
Date
Sep 13, 2023
AXP
American Express Company Common Stock
Type:
Buy
Date
Sep 13, 2023
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
BRK-B
Berkshire Hathaway Cl B
Type:
Buy
Date
Sep 13, 2023
VLO
Valero Energy Corporation Common Stock
Type:
Buy
Date
Sep 13, 2023
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Sep 13, 2023
AMAT
Applied Materials, Inc. - Common Stock
Type:
Buy
Date
Sep 13, 2023
AZO
AutoZone, Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
BLK
BlackRock, Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
BSX
Boston Scientific Corp
Type:
Buy
Date
Sep 13, 2023
CSX
CSX Corporation - Common Stock
Type:
Buy
Date
Sep 13, 2023
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
CVX
Chevron Corp
Type:
Buy
Date
Sep 13, 2023
CMG
Chipotle Mexican Grill
Type:
Buy
Date
Sep 13, 2023
KO
Coca-Cola Company
Type:
Buy
Date
Sep 13, 2023
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Buy
Date
Sep 13, 2023
COP
ConocoPhillips Common Stock
Type:
Buy
Date
Sep 13, 2023
STZ
Constellation Brands, Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Sep 18, 2023
DHR
Danaher Corporation Common Stock
Type:
Buy
Date
Sep 13, 2023
DE
Deere & Company
Type:
Buy
Date
Sep 13, 2023
EW
Edwards Lifesciences Corporation Common Stock
Type:
Buy
Date
Sep 13, 2023
EMR
Emerson Electric Company
Type:
Buy
Date
Sep 13, 2023
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Sep 13, 2023
FISV
Fiserv, Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
GS
Goldman Sachs Group, Inc. (The) Common Stock
Type:
Buy
Date
Sep 13, 2023
HLT
Hilton Worldwide Holdings Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
HON
Honeywell International Inc
Type:
Buy
Date
Sep 13, 2023
HD
Home Depot, Inc. (The) Common Stock
Type:
Buy
Date
Sep 13, 2023
ICE
Intercontinental Exchange
Type:
Buy
Date
Sep 13, 2023
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Sep 13, 2023
KLAC
KLA Corporation - Common Stock
Type:
Buy
Date
Sep 13, 2023
V
Visa Inc
Type:
Buy
Date
Sep 13, 2023
ZTS
Zoetis Inc. Class A Common Stock
Type:
Buy
Date
Sep 13, 2023
LRCX
Lam Research Corp
Type:
Buy
Date
Sep 13, 2023
LLY
Eli Lilly and Company
Type:
Buy
Date
Sep 13, 2023
MA
Mastercard Inc
Type:
Buy
Date
Sep 13, 2023
MSFT
Microsoft Corp
Type:
Buy
Date
Sep 13, 2023
NKE
Nike Inc
Type:
Buy
Date
Sep 13, 2023
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Sep 13, 2023
PANW
Palo Alto Networks, Inc. - Common Stock
Type:
Buy
Date
Sep 13, 2023
PEP
Pepsico Inc
Type:
Buy
Date
Sep 13, 2023
PG
Procter & Gamble Company
Type:
Buy
Date
Sep 13, 2023
RTX
RTX Corporation Common Stock
Type:
Buy
Date
Sep 13, 2023
SPGI
S&P Global Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
CRM
Salesforce, Inc. Common Stock
Type:
Buy
Date
Sep 13, 2023
SHW
Sherwin-Williams Company
Type:
Buy
Date
Sep 13, 2023
SBUX
Starbucks Corporation - Common Stock
Type:
Buy
Date
Sep 13, 2023
TMUS
T-Mobile US
Type:
Buy
Date
Sep 13, 2023
TXN
Texas Instruments Incorporated - Common Stock
Type:
Buy
Date
Sep 13, 2023
TMO
Thermo Fisher Scientific Inc
Type:
Buy
Date
Sep 13, 2023
UNP
Union Pacific Corporation Common Stock
Type:
Buy
Date
Sep 13, 2023
UNH
Unitedhealth Group Inc
Type:
Buy
Date
Sep 13, 2023
ALAMOGORDO N MEX MUN SCH DIST NO 001 GO BDS Rate/Coupon: 5.0% Matures: 08/01/27
Type:
Buy
Date
Sep 13, 2023
AUSTIN TEX PUB IMPT REF BDS Rate/Coupon: 5.0% Matures: 09/01/24
Type:
Buy
Date
Sep 13, 2023
AUSTIN TEX CTFS OBLIG Rate/Coupon: 5.0% Matures: 09/01/38
Type:
Buy
Date
Sep 13, 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