Scott Franklin
Trades
223
85 buy / 138 sell
Buy Win Rate
76%
75 buy trades scored
Avg. Buy Return
+16.2%
Dollar-weighted avg
vs S&P 500
-6.1%
Same holding periods
Trading Performance
Based on 75 buys scored
Avg. Buy Return+16.2%
S&P 500 (same periods)+22.3%
Alpha vs S&P 500-6.1%
Buy Win Rate76%
Sell Timing79%
Buy / Sell Trades41 / 43
Buy/Sell Ratio1.0x
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
223 trades disclosed
HSY
The Hershey Company Common Stock
Type:
Sell
Date
Feb 10, 2026
HSY
The Hershey Company Common Stock
Type:
Sell
Date
Feb 10, 2026
HSY
The Hershey Company Common Stock
Type:
Sell
Date
Feb 10, 2026
UNP
Union Pacific Corporation Common Stock
Type:
Buy
Date
Oct 14, 2025
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Oct 14, 2025
UNP
Union Pacific Corporation Common Stock
Type:
Buy
Date
Oct 14, 2025
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Oct 14, 2025
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Oct 14, 2025
UNP
Union Pacific Corporation Common Stock
Type:
Buy
Date
Oct 14, 2025
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Aug 4, 2025
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Aug 4, 2025
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Aug 4, 2025
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Aug 4, 2025
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Aug 4, 2025
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Aug 4, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Jul 22, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Jul 22, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Jul 22, 2025
MSFT
JT Microsoft Corporation - Common Stock
Type:
Sell
Date
Jun 16, 2025
MCD
JT McDonald's Corporation Common Stock
Type:
Sell
Date
Jun 16, 2025
KVUE
JT Kenvue Inc. Common Stock
Type:
Sell
Date
Jun 16, 2025
JPM
JT JP Morgan Chase & Co. Common Stock
Type:
Sell
Date
Jun 16, 2025
JNJ
JT Johnson & Johnson Common Stock
Type:
Sell
Date
Jun 16, 2025
HD
JT Home Depot, Inc.
Type:
Sell
Date
Jun 16, 2025
CSCO
JT Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Jun 16, 2025
BRK-B
JT Berkshire Hathaway Inc. New Common Stock
Type:
Sell
Date
Jun 16, 2025
AAPL
JT Apple Inc. - Common Stock
Type:
Sell
Date
Jun 16, 2025
GOOG
JT Alphabet Inc. - Class C Capital Stock
Type:
Sell
Date
Jun 16, 2025
WMT
JT Walmart Inc. Common Stock
Type:
Sell
Date
Jun 16, 2025
V
JT Visa Inc.
Type:
Sell
Date
Jun 16, 2025
UPS
JT United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Jun 16, 2025
PG
JT Procter & Gamble Company
Type:
Sell
Date
Jun 16, 2025
PEP
JT Pepsico, Inc.
Type:
Sell
Date
Jun 16, 2025
MRK
JT Merck & Company, Inc. Common Stock
Type:
Sell
Date
Jun 16, 2025
FBKWX
Fidelity Advisor Total Bond CL Z
Type:
Buy
Date
Aug 7, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Aug 7, 2024
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
Type:
Buy
Date
Aug 7, 2024
PEP
Pepsico, Inc.
Type:
Buy
Date
Aug 7, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Aug 7, 2024
GD
General Dynamics Corporation Common Stock
Type:
Buy
Date
Aug 7, 2024
SDVY
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
Type:
Buy
Date
Aug 7, 2024
PG
Procter & Gamble Company
Type:
Buy
Date
Aug 7, 2024
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Aug 7, 2024
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Buy
Date
Aug 7, 2024
CB
Chubb Limited Common Stock
Type:
Buy
Date
Aug 7, 2024
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Buy
Date
Aug 7, 2024
BRK-B
JT Berkshire Hathaway Inc. New Common Stock
Type:
Sell
Date
Jan 30, 2024
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Buy
Date
Sep 25, 2024
AAPL
JT Apple Inc. - Common Stock
Type:
Sell
Date
Jan 30, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Aug 7, 2024
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Aug 7, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Aug 7, 2024
APD
Air Products and Chemicals, Inc. Common Stock
Type:
Buy
Date
Aug 7, 2024
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Aug 7, 2024
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Aug 7, 2024
MRK
Merck & Company, Inc. Common Stock
Type:
Buy
Date
Aug 7, 2024
ITW
Illinois Tool Works Inc. Common Stock
Type:
Buy
Date
Sep 25, 2024
MCD
McDonald's Corporation Common Stock
Type:
Buy
Date
Aug 7, 2024
LSYIX
LORD ABBETT SHORT DURATION HIGH YLD I
Type:
Buy
Date
Aug 7, 2024
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Aug 7, 2024
WMT
JT Walmart Inc. Common Stock
Type:
Sell
Date
Jan 30, 2024
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Aug 7, 2024
WMT
Walmart Inc. Common Stock
Type:
Buy
Date
Aug 7, 2024
V
Visa Inc.
Type:
Buy
Date
Aug 7, 2024
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Aug 7, 2024
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Aug 7, 2024
HSY
The Hershey Company Common Stock
Type:
Buy
Date
Aug 7, 2024
SBUX
JT Starbucks Corporation - Common Stock
Type:
Sell
Date
Jan 30, 2024
SBUX
Starbucks Corporation - Common Stock
Type:
Buy
Date
Aug 7, 2024
UNP
Union Pacific Corporation Common Stock
Type:
Buy
Date
Apr 21, 2025
BWIN
JT The Baldwin Insurance Group, Inc. - Class A Common Stock
Type:
Sell
Date
Apr 10, 2025
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Mar 27, 2025
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Mar 27, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Sell
Date
Jan 28, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Sell
Date
Jan 28, 2025
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Feb 18, 2025
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Feb 18, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Feb 26, 2025
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Feb 18, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Feb 26, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Feb 26, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Sell
Date
Jan 28, 2025
BWIN
JT The Baldwin Insurance Group, Inc. - Class A Common Stock
Type:
Sell
Date
Feb 6, 2025
BWIN
JT The Baldwin Insurance Group, Inc. - Class A Common Stock
Type:
Sell
Date
Feb 7, 2025
ITW
Illinois Tool Works Inc. Common
Type:
Buy
Date
Sep 25, 2024
ADP
Automatic Data Processing, Inc. -
Type:
Buy
Date
Sep 24, 2024
ITW
Illinois Tool Works Inc. Common
Type:
Buy
Date
Sep 25, 2024
ADP
Automatic Data Processing, Inc. -
Type:
Buy
Date
Sep 24, 2024
KVUE
Kenvue Inc. Common Stock (KVUE)
Type:
Sell
Date
Aug 6, 2024
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Aug 2, 2024
QQQM
INVESCO EXCHANGE TRADED FD
Type:
Buy
Date
Aug 2, 2024
LMT
Lockheed Martin Corporation
Type:
Sell
Date
Aug 1, 2024
PFE
Pfizer, Inc. Common Stock
Type:
Sell
Date
Aug 6, 2024
CB
Chubb Limited Common Stock (CB)
Type:
Buy
Date
Aug 7, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Sell
Date
Aug 1, 2024
ACN
Accenture plc Class A Ordinary Shares P
Type:
Buy
Date
Aug 7, 2024
APD
Air Products and Chemicals, Inc.
Type:
Buy
Date
Aug 2, 2024
AMGN
Amgen Inc. - Common Stock (AMGN) P
Type:
Buy
Date
Aug 2, 2024
ACN
Accenture plc Class A Ordinary Shares P
Type:
Buy
Date
Aug 2, 2024
AAPL
Apple Inc. - Common Stock (AAPL)
Type:
Sell
Date
Aug 6, 2024
AMGN
Amgen Inc. - Common Stock (AMGN) P
Type:
Buy
Date
Aug 7, 2024
APD
Air Products and Chemicals, Inc.
Type:
Buy
Date
Aug 7, 2024
AAPL
Apple Inc. - Common Stock (AAPL)
Type:
Sell
Date
Aug 1, 2024
BRK-B
BERKSHIRE HATHAWAY INC COM
Type:
Sell
Date
Aug 6, 2024
BRK-B
BERKSHIRE HATHAWAY INC COM
Type:
Sell
Date
Aug 1, 2024
FIDELITY ADVISOR TOTAL BOND
Type:
Buy
Date
Aug 2, 2024
FIDELITY ADVISOR TOTAL BOND
Type:
Buy
Date
Aug 7, 2024
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Aug 1, 2024
CB
Chubb Limited Common Stock (CB)
Type:
Buy
Date
Aug 2, 2024
Discover Financial Services Common
Type:
Sell
Date
Aug 1, 2024
COST
Costco Wholesale Corporation -
Type:
Sell
Date
Aug 6, 2024
COST
Costco Wholesale Corporation -
Type:
Sell
Date
Aug 1, 2024
FIDELITY MID CAP STOCK [OT
Type:
Sell
Date
Aug 1, 2024
Discover Financial Services Common
Type:
Sell
Date
Aug 6, 2024
FIDELITY CONTRAFUND [OT
Type:
Sell
Date
Aug 6, 2024
ONEQ
FIDELITY NASDAQ COMPOSITE
Type:
Sell
Date
Aug 6, 2024
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Aug 6, 2024
FQAL
FIDELITY QUALITY FACTOR ETF
Type:
Sell
Date
Aug 6, 2024
GD
General Dynamics Corporation
Type:
Buy
Date
Aug 2, 2024
FCF
FIRST TR EXCHANGE-TRADED FD
Type:
Buy
Date
Aug 2, 2024
FCF
FIRST TR EXCHANGE-TRADED FD
Type:
Buy
Date
Aug 7, 2024
IJR
ISHARES CORE S&P SMALL CAP E
Type:
Sell
Date
Aug 6, 2024
QQQ
INVESCO QQQ TR UNIT SER 1 [OT
Type:
Sell
Date
Aug 1, 2024
IVV
ISHARES CORE S&P 500 ETF [OT
Type:
Sell
Date
Aug 6, 2024
QQQ
INVESCO QQQ TR UNIT SER
Type:
Sell
Date
Aug 6, 2024
KVUE
Kenvue Inc. Common Stock (KVUE)
Type:
Sell
Date
Aug 1, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Sell
Date
Aug 6, 2024
QQQM
INVESCO EXCHANGE TRADED FD
Type:
Buy
Date
Aug 7, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Aug 7, 2024
GD
General Dynamics Corporation
Type:
Buy
Date
Aug 7, 2024
IJR
ISHARES CORE S&P SMALL CAP E
Type:
Sell
Date
Aug 6, 2024
DGRO
ISHARES TRUST CORE DIVID
Type:
Sell
Date
Aug 6, 2024
IShares Core S&P Small Cap E [OT
Type:
Sell
Date
Aug 1, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Aug 2, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Sell
Date
Aug 1, 2024
MCD
McDonald's Corporation Common
Type:
Buy
Date
Aug 2, 2024
ABT
Lord Abbott Ultra Short Bond CL I
Type:
Sell
Date
Aug 1, 2024
MSFT
Microsoft Corporation - Common
Type:
Sell
Date
Aug 6, 2024
MCD
McDonald's Corporation Common
Type:
Buy
Date
Aug 7, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Aug 1, 2024
LORD ABBETT SHORT DURATION
Type:
Buy
Date
Aug 2, 2024
PG
Procter & Gamble Company
Type:
Buy
Date
Aug 2, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Aug 6, 2024
LORD ABBETT SHORT DURATION
Type:
Buy
Date
Aug 7, 2024
ABT
Lord Abbott Ultra Short Bond CL I
Type:
Sell
Date
Aug 6, 2024
LORD ABBETT ULTRA SHORT
Type:
Sell
Date
Aug 6, 2024
PEP
Pepsico, Inc.
Type:
Buy
Date
Aug 2, 2024
PFE
Pfizer, Inc. Common Stock
Type:
Sell
Date
Aug 1, 2024
SBUX
Starbucks Corporation - Common
Type:
Buy
Date
Aug 2, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Aug 14, 2024
SBUX
Starbucks Corporation - Common
Type:
Buy
Date
Aug 7, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Aug 7, 2024
UPS
United Parcel Service, Inc. Common
Type:
Buy
Date
Aug 7, 2024
WMT
Walmart Inc. Common Stock (WMT)
Type:
Sell
Date
Aug 6, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Aug 14, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Aug 14, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Aug 2, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Aug 14, 2024
WMT
Walmart Inc. Common Stock (WMT)
Type:
Sell
Date
Aug 1, 2024
BWIN
The Baldwin Insurance Group, Inc. -
Type:
Sell
Date
May 8, 2024
BRP
BRP Group, Inc. - Class A Common
Type:
Sell
Date
Apr 9, 2024
BRP
BRP Group, Inc. - Class A Common
Type:
Sell
Date
Mar 21, 2024
JPM
JP Morgan Chase & Co.
Type:
Sell
Date
Sep 11, 2023
HD
Home Depot, Inc.
Type:
Sell
Date
Sep 11, 2023
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Sep 11, 2023
MSFT
Microsoft Corporation
Type:
Sell
Date
Sep 11, 2023
QQQ
Invesco QQQ Trust, Series 1 (QQQ)
Type:
Sell
Date
Sep 11, 2023
JNJ
Johnson & Johnson
Type:
Sell
Date
Sep 11, 2023
MCD
McDonald's Corporation
Type:
Sell
Date
Sep 11, 2023
PEP
Pepsico, Inc.
Type:
Sell
Date
Sep 11, 2023
Fidelity Mid-Cap Stock Fund
Type:
Sell
Date
Sep 11, 2023
PFE
Pfizer, Inc.
Type:
Sell
Date
Sep 11, 2023
NEE
NextEra Energy, Inc.
Type:
Sell
Date
Sep 11, 2023
CSCO
Cisco Systems, Inc.
Type:
Sell
Date
Sep 11, 2023
IJR
iShares Core S&P Small-Cap ETF
Type:
Sell
Date
Sep 11, 2023
UPS
United Parcel Service, Inc.
Type:
Sell
Date
Sep 11, 2023
BRK-B
Berkshire Hathaway Inc. New
Type:
Sell
Date
Sep 11, 2023
V
Visa Inc.
Type:
Sell
Date
Sep 11, 2023
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Sell
Date
Sep 11, 2023
UNH
UnitedHealth Group Incorporated
Type:
Sell
Date
Sep 11, 2023
AAPL
Apple Inc.
Type:
Sell
Date
Sep 11, 2023
SBUX
Starbucks Corporation
Type:
Sell
Date
Sep 11, 2023
Fidelity Money Market Fund -
Type:
Sell
Date
Sep 11, 2023
WMT
Walmart Inc.
Type:
Sell
Date
Sep 11, 2023
DFS
Discover Financial Services (DFS)
Type:
Sell
Date
Sep 11, 2023
PG
Procter & Gamble Company
Type:
Sell
Date
Sep 11, 2023
LUBYX [OT
Type:
Sell
Date
Apr 19, 2023
QQQ
Invesco QQQ Trust, Series 1 (QQQ)
Type:
Sell
Date
Apr 19, 2023
LSYIX [OT
Type:
Buy
Date
Apr 19, 2023
CSX
FMCSX [OT
Type:
Sell
Date
Apr 19, 2023
FCNTX [OT
Type:
Buy
Date
Apr 19, 2023
FSKAX [OT
Type:
Sell
Date
Apr 19, 2023
IJR
iShares Core S&P Small-Cap ETF
Type:
Sell
Date
Apr 19, 2023
FQAL
Fidelity Quality Factor ETF (FQAL)
Type:
Buy
Date
Apr 19, 2023
FFRHX [OT
Type:
Buy
Date
Apr 19, 2023
COST
Costco Wholesale Corporation
Type:
Buy
Date
Apr 19, 2023
SBUX
Starbucks Corporation
Type:
Sell
Date
Apr 19, 2023
COST
Costco Wholesale Corporation
Type:
Buy
Date
Apr 19, 2023
FSKAX [OT
Type:
Sell
Date
Apr 19, 2023
CMCSA
Comcast Corporation - Class A
Type:
Buy
Date
Apr 19, 2023
CMCSA
Comcast Corporation - Class A
Type:
Buy
Date
Apr 19, 2023
LSYIX [OT
Type:
Buy
Date
Apr 19, 2023
AAPL
Apple Inc.
Type:
Sell
Date
Apr 19, 2023
IVV
iShares Core S&P 500 ETF
Type:
Buy
Date
Apr 19, 2023
VZ
Verizon Communications Inc. (VZ)
Type:
Sell
Date
Feb 15, 2023
WMT
Walmart Inc.
Type:
Sell
Date
Feb 21, 2023
AAPL
Apple Inc.
Type:
Sell
Date
Feb 15, 2023
BRK-B
Berkshire Hathaway Inc. New
Type:
Sell
Date
Feb 15, 2023
PFE
Pfizer, Inc.
Type:
Sell
Date
Feb 15, 2023
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Feb 15, 2023
UPS
United Parcel Service, Inc.
Type:
Sell
Date
Feb 15, 2023
NEE
NextEra Energy, Inc.
Type:
Sell
Date
Feb 15, 2023
UNH
UnitedHealth Group Incorporated
Type:
Sell
Date
Feb 15, 2023
MSFT
Microsoft Corporation
Type:
Sell
Date
Feb 21, 2023
MSFT
Microsoft Corporation
Type:
Sell
Date
Feb 15, 2023
IJR
iShares Core S&P Small-Cap ETF
Type:
Sell
Date
Feb 15, 2023
QQQ
Invesco QQQ Trust, Series 1 (QQQ)
Type:
Sell
Date
Feb 21, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Feb 15, 2023
JPM
JP Morgan Chase & Co.
Type:
Sell
Date
Feb 15, 2023
BRK-B
Berkshire Hathaway Inc. (BRK.A)
Type:
Sell
Date
Feb 21, 2023
QQQ
Invesco QQQ Trust, Series 1 (QQQ)
Type:
Sell
Date
Feb 15, 2023
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
Feb 15, 2023
CSCO
Cisco Systems, Inc.
Type:
Sell
Date
Feb 15, 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