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Amount-weighted buy-and-hold return of 168 priced purchases
| Date | Ticker | Type | Amount | Return |
|---|---|---|---|---|
| Sep 23, 2025 | PNR | Sell (Partial)Oversight | $1,001 - $15,000 | -43.3% |
| Sep 23, 2025 |
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| — |
| WAB | $8.00K | 3.2% | — |
| ANET | $8.00K | 3.2% | — |
| URI | $8.00K | 3.2% | — |
| VRT | $8.00K | 3.2% | — |
| BAC | $8.00K | 3.2% | — |
| BMY | $8.00K | 3.2% | — |
| CGEMY | $8.00K | 3.2% | — |
| CNC | $8.00K | 3.2% | — |
| CF | $8.00K | 3.2% | — |
| CVS | $8.00K | 3.2% | — |
| EIX | $8.00K | 3.2% | — |
| ELV | $8.00K | 3.2% | — |
| HRB | $8.00K | 3.2% | — |
| NFLX | $8.00K | 3.2% | — |
| NVO | $8.00K | 3.2% | — |
| PNC | $8.00K | 3.2% | — |
| SNPS | $8.00K | 3.2% | — |
| TSM | $8.00K | 3.2% | — |
| DHR | $8.00K | 3.2% | — |
| WFC | $8.00K | 3.2% | — |
| SNAP | $8.00K | 3.2% | — |
| CRWV | $8.00K | 3.2% | — |
| KNX | $8.00K | 3.2% | — |
| GDDY | $8.00K | 3.2% | — |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| AVGO |
Sell (Partial) |
| $15,001 - $50,000 |
| +9.4% |
| Sep 23, 2025 | BRO | Sell (Partial) | $1,001 - $15,000 | -24.8% |
| Sep 23, 2025 | BF.B | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CHRW | Sell (Partial)Oversight | $1,001 - $15,000 | +55.3% |
| Sep 23, 2025 | CDNS | Sell (Partial) | $1,001 - $15,000 | -9.9% |
| Sep 23, 2025 | CNQ | Sell (Partial)Oversight | $1,001 - $15,000 | +36.6% |
| Sep 23, 2025 | COF | Sell (Partial) | $1,001 - $15,000 | -6.7% |
| Sep 23, 2025 | CLS | Sell (Partial) | $1,001 - $15,000 | +17.0% |
| Sep 23, 2025 | SCHW | Sell (Partial) | $1,001 - $15,000 | +8.1% |
| Sep 23, 2025 | CTAS | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CME | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | KO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CMCSA | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | COP | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | CNSWF | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | COST | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CRH | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CCI | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CCK | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | CSX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | DE | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | DEO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | ETN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | ELAN | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | EMR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | ES | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | XOM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | FDX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | FERG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | FQVLF | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | GE | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | GEV | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | GEN | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | GILD | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | KVUE | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | KDP | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | KKR | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | KR | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | LHX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | LEN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | LIN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | LMT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | LOW | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | LVMUY | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MTB | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MAR | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MMC | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | ORCL | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | ORLY | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | PCG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | PYPL | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | BSX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | PG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | PGR | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | QCOM | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | PWR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | RRX | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | RSG | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | RBLX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | ROST | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | SPGI | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CRM | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | SAP | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | SN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | SHEL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | SHW | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | SPG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | SO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | SBUX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | TSM | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | TGT | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | TSLA | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | BK | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CI | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | HIG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | TRV | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | TMO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | TSN | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | USB | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | UBER | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | UCBJY | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | ULTA | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | UPS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | URI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | USFD | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | VRSK | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | V | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | DIS | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | WCN | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | WSO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | WFC | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | WTW | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MCK | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | IMO | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | KLAC | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | NXPI | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MELI | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | CSCO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MRK | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | META | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 23, 2025 | TDG | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | MU | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MSFT | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 23, 2025 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MCO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MOS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | MSI | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | NGG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | NFLX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | NEM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | NKE | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | NSC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | NTRS | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | NOC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | NTR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | NVDA | Sell (Partial) | $50,001 - $100,000 | — |
| Sep 23, 2025 | TT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | MLM | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | MRVL | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | MA | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | GOOGL | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 23, 2025 | GOOG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | AMZN | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 23, 2025 | DOX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | APH | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | APO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | AAPL | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 23, 2025 | APP | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | ARES | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | ANET | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | AJG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | AZN | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | AZO | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | BAC | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | BLK | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | BA | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Sep 23, 2025 | BKNG | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | GSK | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | HLN | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | HEI.A | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | HLT | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | JNJ | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 23, 2025 | JPM | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 10, 2025 | GDDY | Buy | $1,001 - $15,000 | — |
| Sep 10, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Sep 10, 2025 | SPOT | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 10, 2025 | LVMUY | Buy | $1,001 - $15,000 | — |
| Sep 10, 2025 | MCK | Buy | $1,001 - $15,000 | — |
| Aug 27, 2025 | WBA | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 19, 2025 | NOW | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 19, 2025 | JCI | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Aug 19, 2025 | PANW | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 19, 2025 | UBER | Buy | $1,001 - $15,000 | — |
| Aug 19, 2025 | CPRT | Sell (Partial) | $1,001 - $15,000 | — |
| Aug 7, 2025 | URI | BuyOversight | $1,001 - $15,000 | — |
| Aug 7, 2025 | TYL | Buy | $1,001 - $15,000 | — |
| Aug 7, 2025 | BNTX | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 28, 2025 | MMM | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 28, 2025 | KLAC | Buy | $1,001 - $15,000 | — |
| Jul 28, 2025 | KR | Buy | $1,001 - $15,000 | — |
| Jul 28, 2025 | NTRS | Buy | $1,001 - $15,000 | — |
| Jul 28, 2025 | GS | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 14, 2025 | EMR | BuyOversight | $1,001 - $15,000 | — |
| Jul 14, 2025 | GOOGL | Buy | $1,001 - $15,000 | — |
| Jul 14, 2025 | SHW | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 14, 2025 | ANET | Buy | $1,001 - $15,000 | — |
| Jul 2, 2025 | GOOGL | Buy | $1,001 - $15,000 | — |
| Jul 2, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Jul 2, 2025 | PG | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 2, 2025 | JPM | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 2, 2025 | BRK.B | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 26, 2025 | IT | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jun 26, 2025 | KNX | BuyOversight | $1,001 - $15,000 | — |
| Jun 26, 2025 | LEN | BuyOversight | $1,001 - $15,000 | — |
| Jun 26, 2025 | BRO | Buy | $1,001 - $15,000 | -36.5% |
| Jun 26, 2025 | CCEP | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 26, 2025 | CRM | Buy | $1,001 - $15,000 | — |
| Jun 26, 2025 | SRE | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 9, 2025 | NVDA | Buy | $1,001 - $15,000 | — |
| Jun 9, 2025 | MSFT | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | AVGO | Buy | $1,001 - $15,000 | +50.2% |
| Jun 6, 2025 | TYL | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | AAPL | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | PGR | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | COF | Buy | $1,001 - $15,000 | +5.0% |
| Jun 6, 2025 | WFC | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | BX | Sell (Partial) | $1,001 - $15,000 | — |
| Jun 6, 2025 | TMO | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | NVDA | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | HIG | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | CRWV | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | VMC | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jun 6, 2025 | BK | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | MSFT | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | BAC | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | META | Buy | $1,001 - $15,000 | — |
| Jun 6, 2025 | RSG | BuyOversight | $1,001 - $15,000 | — |
| May 21, 2025 | IR | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| May 21, 2025 | CME | Buy | $1,001 - $15,000 | — |
| May 6, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| May 6, 2025 | TSM | Buy | $1,001 - $15,000 | — |
| May 6, 2025 | LLY | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 29, 2025 | ANET | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 29, 2025 | UNH | Buy | $1,001 - $15,000 | — |
| Apr 29, 2025 | KLAC | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 29, 2025 | COP | BuyOversight | $1,001 - $15,000 | — |
| Apr 15, 2025 | ORCL | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 15, 2025 | GOOGL | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 15, 2025 | BX | Buy | $1,001 - $15,000 | — |
| Apr 15, 2025 | UNH | Buy | $1,001 - $15,000 | — |
| Apr 15, 2025 | NOW | Buy | $1,001 - $15,000 | — |
| Apr 15, 2025 | JPM | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 2, 2025 | MS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 2, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Apr 2, 2025 | GOOGL | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 2, 2025 | LPLA | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 13, 2025 | JPM | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 13, 2025 | SPOT | Buy | $1,001 - $15,000 | — |
| Mar 13, 2025 | MELI | Buy | $1,001 - $15,000 | — |
| Mar 13, 2025 | PANW | Buy | $1,001 - $15,000 | — |
| Mar 3, 2025 | TMO | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 3, 2025 | LPLA | Buy | $1,001 - $15,000 | — |
| Feb 20, 2025 | MRVL | Buy | $1,001 - $15,000 | — |
| Feb 20, 2025 | SIEGY | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 20, 2025 | QCOM | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 4, 2025 | INTU | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 4, 2025 | LRCX | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 4, 2025 | TGT | Buy | $1,001 - $15,000 | — |
| Feb 4, 2025 | NFLX | Buy | $1,001 - $15,000 | — |
| Feb 4, 2025 | SNAP | Buy | $1,001 - $15,000 | — |
| Jan 24, 2025 | AME | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jan 24, 2025 | ASML | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 24, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 24, 2025 | MS | Buy | $1,001 - $15,000 | — |
| Jan 24, 2025 | JPM | Buy | $1,001 - $15,000 | — |
| Jan 14, 2025 | NVDA | Buy | $1,001 - $15,000 | — |
| Jan 13, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Jan 13, 2025 | GOOGL | Buy | $1,001 - $15,000 | — |
| Jan 13, 2025 | MSFT | Buy | $1,001 - $15,000 | — |
| Jan 13, 2025 | NVDA | Buy | $1,001 - $15,000 | — |
| Dec 27, 2024 | GOOGL | Buy | $1,001 - $15,000 | — |
| Dec 27, 2024 | HCA | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 27, 2024 | ASML | Buy | $1,001 - $15,000 | — |
| Dec 4, 2024 | ANET | Buy | $1,001 - $15,000 | — |
| Nov 18, 2024 | UBER | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 18, 2024 | GSK | Buy | $1,001 - $15,000 | — |
| Nov 18, 2024 | NXPI | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | WAB | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | INTU | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | GOOGL | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | GOOG | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | AMZN | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | AME | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | APH | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | APO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | AAPL | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | ARES | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | ANET | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | AJG | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | AZN | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | URI | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | UNH | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | USFD | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | VRSK | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | VRT | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | V | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | VMC | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | DIS | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | WCN | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | BAC | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | BLK | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | BA | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | BKNG | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | BSX | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | BMY | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | AVGO | Buy | $1,001 - $15,000 | +106.9% |
| Oct 29, 2024 | CDNS | Buy | $1,001 - $15,000 | +16.1% |
| Oct 29, 2024 | CNQ | BuyOversight | $1,001 - $15,000 | +27.6% |
| Oct 29, 2024 | CGEMY | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CNC | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CF | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | CTAS | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CSCO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | KO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CCEP | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CNSWF | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CPRT | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | COST | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CCI | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CCK | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | CVS | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | SRE | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | DE | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | DEO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | ETN | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | EIX | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | ELV | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | LLY | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | XOM | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | FDX | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | IT | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | GE | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | GEV | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | GEN | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | GILD | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | HRB | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | HLN | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | HCA | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | HLT | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | IMO | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | IR | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | JNJ | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | KVUE | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | KDP | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | KKR | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | KLAC | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | LRCX | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | LIN | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | LMT | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | LOW | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MTB | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MAR | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MMC | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MLM | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | MA | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MRK | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | META | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MU | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MSFT | Buy | $15,001 - $50,000 | — |
| Oct 29, 2024 | MCO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | MSI | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | NGG | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | NFLX | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | NOC | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | NVO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | NTR | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | NVDA | Buy | $15,001 - $50,000 | — |
| Oct 29, 2024 | ORCL | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | ORLY | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | PCG | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | PNR | BuyOversight | $1,001 - $15,000 | -37.0% |
| Oct 29, 2024 | PNC | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | PG | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | QCOM | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | RRX | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | ROST | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | SPGI | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | SHEL | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | SHW | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | SIEGY | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | SO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | SNPS | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | TSM | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | CI | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | TMO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | TT | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | TDG | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | TSN | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | USB | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | WSO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | AZO | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | WTW | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | DHR | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | JPM | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | UBER | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | WFC | Buy | $1,001 - $15,000 | — |
| Oct 29, 2024 | JCI | BuyOversight | $1,001 - $15,000 | — |
| Oct 29, 2024 | PWR | BuyOversight | $1,001 - $15,000 | — |