john boozman

Senate / Republican / Arkansas

"John Boozman is a U.S. Senator from Arkansas, focusing on healthcare and agriculture policy."

Net Worth Est.

$3.40 M

Trade volume

$2.51 M

Total trades

252

Last Traded

Nov. 21, 2025

Trades
Current Portfolio
Networth

Trade volume

Top Traded Sectors

Miscellaneous
141
Electronic Technology
18
Technology Services
16
Producer Manufacturing
10
Retail Trade
10
Health Technology
10
Finance
9
Utilities
6
Commercial Services
4
Technology services
4

Trade Volume$2.51 M

Total Trades252

Ticker	Transaction	Transaction on	Description	Change Since Trade
IVV IVV iShares Core S&P 500 ETF	Sale (Partial) $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	4.58%
JMBS JMBS Janus Henderson Mortgage-Backed Securities ETF	Purchase $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	-0.22%
FTGC FTGC First Trust Global Tactical Commodity Strategy Fund	Sale (Partial) $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	2.30%
VNQI VNQI Vanguard Global ex-U.S. Real Estate ETF	Sale (Partial) $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	0.94%
CMBS CMBS iShares CMBS Bond ETF	Purchase $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	0.08%
IWM IWM iShares Russell 2000 ETF	Sale (Partial) $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	9.42%
GIGB GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF	Purchase $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	0.00%
TPYP TPYP Tortoise North American Pipeline Fund	Sale (Partial) $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	0.21%
FISV FISV Fiserv	Sale (Partial) $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	12.03%
MBB MBB iShares MBS ETF	Purchase $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	-0.21%
PYPL PYPL PayPal Holdings	Purchase $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	1.85%
VEA VEA Vanguard FTSE Developed Markets ETF	Sale (Partial) $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	5.07%
LLY LLY Eli Lilly	Sale (Partial) $1,001 - $15,000	Nov 21, 2025 Reported on Dec 08, 2025	---	-4.75%
WWSYX WWSYX Westwood Smallcap Fund Class Y	Purchase $1,001 - $15,000	Nov 20, 2025 Reported on Dec 08, 2025	---	----
RNWAX RNWAX American Funds - New World Fund Inc Class R-1 Sh	Sale (Partial) $1,001 - $15,000	Nov 20, 2025 Reported on Dec 08, 2025	---	----
EFA EFA iShares MSCI EAFE ETF	Sale (Partial) $1,001 - $15,000	Nov 20, 2025 Reported on Dec 08, 2025	---	6.32%
GEM GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	Sale (Partial) $1,001 - $15,000	Nov 20, 2025 Reported on Dec 08, 2025	---	3.09%
AMZN AMZN Amazon.com	Purchase $1,001 - $15,000	Nov 13, 2025 Reported on Dec 08, 2025	---	-3.07%
ANET ANET Arista Networks	Purchase $1,001 - $15,000	Nov 13, 2025 Reported on Dec 08, 2025	---	3.14%
- META	Purchase $1,001 - $15,000	Nov 13, 2025 Reported on Dec 08, 2025	---	----
CRM CRM Salesforce	Sale $1,001 - $15,000	Nov 13, 2025 Reported on Dec 08, 2025	---	9.12%
AAXJ AAXJ iShares MSCI All Country Asia ex Japan ETF	Sale $1,001 - $15,000	Nov 06, 2025 Reported on Dec 08, 2025	---	-0.65%
VWO VWO Vanguard FTSE Emerging Markets ETF	Purchase $1,001 - $15,000	Nov 06, 2025 Reported on Dec 08, 2025	---	-0.27%
VEA VEA Vanguard FTSE Developed Markets ETF	Purchase $1,001 - $15,000	Nov 06, 2025 Reported on Dec 08, 2025	---	3.94%
OMC OMC Omnicom Group	Sale (Partial) $1,001 - $15,000	Oct 31, 2025 Reported on Nov 15, 2025	---	6.73%
META META Meta Platforms	Purchase $1,001 - $15,000	Oct 31, 2025 Reported on Nov 15, 2025	---	0.67%
COST COST Costco Wholesale	Purchase $1,001 - $15,000	Oct 09, 2025 Reported on Nov 15, 2025	---	-6.19%
COLPAL COLPAL COLGATE PALMOLIVE LTD.	Sale $1,001 - $15,000	Oct 09, 2025 Reported on Nov 15, 2025	---	----
EMLP EMLP First Trust North American Energy Infrastructure Fund	Sale $15,001 - $50,000	Oct 03, 2025 Reported on Nov 15, 2025	---	-0.08%
SLV SLV iShares Silver Trust	Sale (Partial) $1,001 - $15,000	Oct 03, 2025 Reported on Nov 15, 2025	---	32.40%
URNM URNM Sprott Uranium Miners ETF	Sale $1,001 - $15,000	Oct 03, 2025 Reported on Nov 15, 2025	---	-0.05%
FTGC FTGC First Trust Global Tactical Commodity Strategy Fund	Purchase $1,001 - $15,000	Oct 03, 2025 Reported on Nov 15, 2025	---	4.69%
LITP LITP Sprott Lithium Miners ETF	Sale (Partial) $1,001 - $15,000	Oct 03, 2025 Reported on Nov 15, 2025	---	26.57%
IQV IQV IQVIA Hldgs	Sale (Partial) $1,001 - $15,000	Oct 02, 2025 Reported on Nov 15, 2025	---	10.59%
GOOGL GOOGL Alphabet	Purchase $15,001 - $50,000	Sep 17, 2025 Reported on Oct 10, 2025	---	25.21%
MU MU Micron Technology	Sale (Partial) $1,001 - $15,000	Sep 17, 2025 Reported on Oct 10, 2025	---	61.55%
TLT TLT iShares 20+ Year Treasury Bond ETF	Sale (Partial) $15,001 - $50,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-2.39%
IEI IEI iShares 3-7 Year Treasury Bond ETF	Purchase $15,001 - $50,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.49%
IEF IEF iShares 7-10 Year Treasury Bond ETF	Purchase $15,001 - $50,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.77%
MBB MBB iShares MBS ETF	Sale (Partial) $1,001 - $15,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.42%
CMBS CMBS iShares CMBS Bond ETF	Sale (Partial) $1,001 - $15,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.12%
SHY SHY iShares 1-3 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.17%
JMBS JMBS Janus Henderson Mortgage-Backed Securities ETF	Sale (Partial) $1,001 - $15,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.46%
AGZ AGZ iShares Agency Bond ETF	Sale (Partial) $1,001 - $15,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.12%
GIGB GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF	Sale (Partial) $1,001 - $15,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.98%
GBIL GBIL Goldman Sachs Access Treasury 0-1 Year ETF	Sale (Partial) $1,001 - $15,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-0.04%
SCHP SCHP Schwab U.S. TIPs ETF	Purchase $1,001 - $15,000	Sep 16, 2025 Reported on Oct 10, 2025	---	-1.51%
ORCL ORCL Oracle	Sale (Partial) $1,001 - $15,000	Sep 12, 2025 Reported on Oct 10, 2025	---	-31.94%
ETN ETN Eaton Corp	Purchase $1,001 - $15,000	Sep 12, 2025 Reported on Oct 10, 2025	---	-4.25%
ADBE ADBE Adobe	Purchase $1,001 - $15,000	Sep 04, 2025 Reported on Oct 10, 2025	---	1.78%
ABBV ABBV AbbVie	Sale (Partial) $1,001 - $15,000	Aug 22, 2025 Reported on Sep 12, 2025	---	6.35%
MU MU Micron Technology	Sale (Partial) $1,001 - $15,000	Aug 22, 2025 Reported on Sep 12, 2025	---	119.63%
LLY LLY Eli Lilly	Purchase $1,001 - $15,000	Aug 22, 2025 Reported on Sep 12, 2025	---	41.83%
NVDA NVDA NVIDIA	Purchase $1,001 - $15,000	Aug 22, 2025 Reported on Sep 12, 2025	---	1.65%
EMRZX EMRZX Emerging Markets Fund Class Z	Sale $15,001 - $50,000	Aug 14, 2025 Reported on Sep 12, 2025	---	----
RNWGX RNWGX New World Fund Inc. Cl R-6	Purchase $15,001 - $50,000	Aug 14, 2025 Reported on Sep 12, 2025	---	----
LLY LLY Eli Lilly	Purchase $1,001 - $15,000	Aug 11, 2025 Reported on Sep 12, 2025	---	58.90%
ABBV ABBV AbbVie	Sale (Partial) $1,001 - $15,000	Aug 11, 2025 Reported on Sep 12, 2025	---	12.76%
RNWGX RNWGX New World Fund Inc. Cl R-6	Purchase $15,001 - $50,000	Aug 07, 2025 Reported on Sep 12, 2025	---	----
EMRZX EMRZX Emerging Markets Fund Class Z	Sale (Partial) $15,001 - $50,000	Aug 07, 2025 Reported on Sep 12, 2025	---	----
AMD AMD Advanced Micro Devices	Purchase $1,001 - $15,000	Aug 07, 2025 Reported on Sep 12, 2025	---	28.44%
TBLL TBLL Invesco Short Term Treasury ETF	Sale (Partial) $15,001 - $50,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.17%
MBB MBB iShares MBS ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	1.68%
IEI IEI iShares 3-7 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.39%
SLV SLV iShares Silver Trust	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	71.54%
AGZ AGZ iShares Agency Bond ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.62%
RNWGX RNWGX New World Fund Inc. Cl R-6	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	----
WWSYX WWSYX Westwood Smallcap Fund Class Y	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	----
GEM GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	13.12%
IVV IVV iShares Core S&P 500 ETF	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	10.88%
TLT TLT iShares 20+ Year Treasury Bond ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.42%
GIGB GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.96%
EMRZX EMRZX Emerging Markets Fund Class Z	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	----
GEM GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	13.12%
JMBS JMBS Janus Henderson Mortgage-Backed Securities ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	1.78%
VNQI VNQI Vanguard Global ex-U.S. Real Estate ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	4.04%
TLH TLH iShares 10-20 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.62%
SCHP SCHP Schwab U.S. TIPs ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.07%
SHY SHY iShares 1-3 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.24%
PPLT PPLT abrdn Physical Platinum Shares ETF	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	28.82%
IWM IWM iShares Russell 2000 ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	19.95%
VEA VEA Vanguard FTSE Developed Markets ETF	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	12.10%
PALL PALL abrdn Physical Palladium Shares ETF	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	23.94%
EFA EFA iShares MSCI EAFE ETF	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	11.14%
CMBS CMBS iShares CMBS Bond ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	1.24%
IEF IEF iShares 7-10 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.80%
URNM URNM Sprott Uranium Miners ETF	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	33.19%
EMLP EMLP First Trust North American Energy Infrastructure Fund	Sale (Partial) $1,001 - $15,000	Aug 01, 2025 Reported on Sep 12, 2025	---	0.53%
WMT WMT Walmart	Purchase $1,001 - $15,000	Jul 31, 2025 Reported on Aug 06, 2025	---	17.90%
MDLZ MDLZ Mondelez International	Sale (Partial) $1,001 - $15,000	Jul 31, 2025 Reported on Aug 06, 2025	---	-16.85%
GD GD General Dynamics	Sale (Partial) $1,001 - $15,000	Jul 31, 2025 Reported on Aug 06, 2025	---	9.59%
- BRK-B - Berkshire Hathaway Inc Class B	Purchase $1,001 - $15,000	Jul 24, 2025 Reported on Aug 06, 2025	---	----
JPM JPM JPMorgan Chase	Sale (Partial) $1,001 - $15,000	Jul 24, 2025 Reported on Aug 06, 2025	---	7.02%
GIGB GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF	Purchase $1,001 - $15,000	Jul 08, 2025 Reported on Aug 06, 2025	---	2.19%
HYG HYG iShares iBoxx $ High Yield Corporate Bond ETF	Sale $1,001 - $15,000	Jul 08, 2025 Reported on Aug 06, 2025	---	0.91%
MU MU Micron Technology	Sale (Partial) $1,001 - $15,000	Jul 01, 2025 Reported on Aug 06, 2025	---	113.80%
MU MU Micron Technology	Sale (Partial) $1,001 - $15,000	Jun 11, 2025 Reported on Jul 09, 2025	---	122.75%
UNH UNH UnitedHealth Group	Sale $1,001 - $15,000	Jun 11, 2025 Reported on Jul 09, 2025	---	8.43%
TBLL TBLL Invesco Short Term Treasury ETF	Purchase $1,001 - $15,000	Jun 11, 2025 Reported on Jul 09, 2025	---	0.09%
AVGO AVGO Broadcom	Purchase $1,001 - $15,000	Jun 11, 2025 Reported on Jul 09, 2025	---	60.68%
FBIN FBIN Fortune Brands	Sale $1,001 - $15,000	May 30, 2025 Reported on Jun 14, 2025	---	4.05%
META META Meta Platforms	Purchase $1,001 - $15,000	May 30, 2025 Reported on Jun 14, 2025	---	0.81%
DTE DTE DTE Energy	Sale $1,001 - $15,000	May 20, 2025 Reported on Jun 14, 2025	---	-5.52%
GOOGL GOOGL Alphabet	Purchase $1,001 - $15,000	May 20, 2025 Reported on Jun 14, 2025	---	90.53%
ATO ATO Atmos Energy	Purchase $1,001 - $15,000	May 20, 2025 Reported on Jun 14, 2025	---	5.02%
LOW LOW Lowe's Companies	Sale (Partial) $1,001 - $15,000	May 20, 2025 Reported on Jun 14, 2025	---	7.28%
HD HD Home Depot	Purchase $1,001 - $15,000	May 20, 2025 Reported on Jun 14, 2025	---	-5.20%
GD GD General Dynamics	Sale (Partial) $1,001 - $15,000	May 20, 2025 Reported on Jun 14, 2025	---	21.28%
NRG NRG NRG Energy	Sale (Partial) $1,001 - $15,000	May 20, 2025 Reported on Jun 14, 2025	---	6.86%
TBLL TBLL Invesco Short Term Treasury ETF	Sale (Partial) $1,001 - $15,000	May 16, 2025 Reported on Jun 14, 2025	---	0.37%
META META Meta Platforms	Purchase $1,001 - $15,000	May 16, 2025 Reported on Jun 14, 2025	---	1.93%
HD HD Home Depot	Purchase $1,001 - $15,000	May 16, 2025 Reported on Jun 14, 2025	---	-6.12%
AMZN AMZN Amazon.com	Purchase $1,001 - $15,000	May 16, 2025 Reported on Jun 14, 2025	---	12.01%
VLO VLO Valero Energy	Sale $1,001 - $15,000	May 13, 2025 Reported on Jun 14, 2025	---	27.24%
- Broadcom Inc. - Common Stock	Purchase $1,001 - $15,000	May 13, 2025 Reported on Jun 14, 2025	---	----
NVDA NVDA NVIDIA	Purchase $1,001 - $15,000	May 13, 2025 Reported on Jun 14, 2025	---	39.25%
CRM CRM Salesforce	Sale (Partial) $1,001 - $15,000	Apr 22, 2025 Reported on May 14, 2025	---	7.79%
MSFT MSFT Microsoft	Purchase $1,001 - $15,000	Apr 22, 2025 Reported on May 14, 2025	---	31.80%
MSFT MSFT Microsoft	Purchase $1,001 - $15,000	Apr 16, 2025 Reported on May 14, 2025	---	30.10%
UNH UNH UnitedHealth Group	Purchase $1,001 - $15,000	Apr 16, 2025 Reported on May 14, 2025	---	-42.44%
ORCL ORCL Oracle	Purchase $1,001 - $15,000	Apr 16, 2025 Reported on May 14, 2025	---	53.24%
GILD GILD Gilead Sciences	Sale $1,001 - $15,000	Apr 16, 2025 Reported on May 14, 2025	---	17.48%
AMAT AMAT Applied Mat	Sale (Partial) $1,001 - $15,000	Apr 16, 2025 Reported on May 14, 2025	---	95.46%
LRCX LRCX Lam Research	Sale (Partial) $1,001 - $15,000	Apr 16, 2025 Reported on May 14, 2025	---	159.00%
META META Meta Platforms	Purchase $1,001 - $15,000	Apr 15, 2025 Reported on May 14, 2025	---	25.16%
BAC BAC Bank of America	Sale (Partial) $1,001 - $15,000	Apr 15, 2025 Reported on May 14, 2025	---	43.62%
HYG HYG iShares iBoxx $ High Yield Corporate Bond ETF	Purchase $1,001 - $15,000	Apr 09, 2025 Reported on May 14, 2025	---	3.78%
SHY SHY iShares 1-3 Year Treasury Bond ETF	Sale (Partial) $1,001 - $15,000	Apr 09, 2025 Reported on May 14, 2025	---	0.33%
COLPAL COLPAL COLGATE PALMOLIVE LTD.	Purchase $1,001 - $15,000	Apr 08, 2025 Reported on May 14, 2025	---	----
AVGO AVGO Broadcom	Purchase $1,001 - $15,000	Apr 08, 2025 Reported on May 14, 2025	---	160.44%
FTGC FTGC First Trust Global Tactical Commodity Strategy Fund	Purchase $1,001 - $15,000	Apr 08, 2025 Reported on May 14, 2025	---	17.45%
IVW IVW iShares S&P 500 Growth ETF	Sale $1,001 - $15,000	Apr 08, 2025 Reported on May 14, 2025	---	49.98%
JPM JPM JPMorgan Chase	Sale (Partial) $1,001 - $15,000	Apr 08, 2025 Reported on May 14, 2025	---	46.35%
IVW IVW iShares S&P 500 Growth ETF	Sale (Partial) $1,001 - $15,000	Mar 19, 2025 Reported on Apr 20, 2025	---	31.24%
AMAT AMAT Applied Mat	Purchase $1,001 - $15,000	Mar 19, 2025 Reported on Apr 20, 2025	---	74.87%
TBLL TBLL Invesco Short Term Treasury ETF	Purchase $1,001 - $15,000	Mar 19, 2025 Reported on Apr 20, 2025	---	0.02%
DTE DTE DTE Energy	Sale $1,001 - $15,000	Mar 19, 2025 Reported on Apr 20, 2025	---	-3.98%
TBLL TBLL Invesco Short Term Treasury ETF	Purchase $1,001 - $15,000	Mar 05, 2025 Reported on Apr 20, 2025	---	0.18%
FTGC FTGC First Trust Global Tactical Commodity Strategy Fund	Sale (Partial) $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	8.13%
MSI MSI Motorola Solns	Purchase $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	-13.66%
LITP LITP Sprott Lithium Miners ETF	Purchase $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	98.10%
AXP AXP American Express	Purchase $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	29.99%
EMLP EMLP First Trust North American Energy Infrastructure Fund	Sale (Partial) $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	3.05%
ECL ECL Ecolab	Purchase $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	-1.93%
TBLL TBLL Invesco Short Term Treasury ETF	Purchase $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	0.27%
IVW IVW iShares S&P 500 Growth ETF	Sale (Partial) $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	21.97%
NVDA NVDA NVIDIA	Purchase $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	37.82%
AMZN AMZN Amazon.com	Purchase $1,001 - $15,000	Feb 26, 2025 Reported on Mar 06, 2025	---	7.43%
URNM URNM Sprott Uranium Miners ETF	Purchase $1,001 - $15,000	Feb 25, 2025 Reported on Mar 06, 2025	---	69.04%
IVW IVW iShares S&P 500 Growth ETF	Sale (Partial) $1,001 - $15,000	Feb 14, 2025 Reported on Mar 06, 2025	---	16.68%
MSFT MSFT Microsoft	Purchase $1,001 - $15,000	Feb 14, 2025 Reported on Mar 06, 2025	---	18.37%
GOOGL GOOGL Alphabet	Purchase $1,001 - $15,000	Feb 13, 2025 Reported on Mar 06, 2025	---	67.85%
PFE PFE Pfizer	Sale $1,001 - $15,000	Feb 13, 2025 Reported on Mar 06, 2025	---	0.62%
DIS DIS Walt Disney	Sale $1,001 - $15,000	Feb 13, 2025 Reported on Mar 06, 2025	---	1.71%
BSX BSX Boston Scientific	Purchase $1,001 - $15,000	Feb 13, 2025 Reported on Mar 06, 2025	---	-13.56%
MSFT MSFT Microsoft	Purchase $1,001 - $15,000	Feb 05, 2025 Reported on Mar 06, 2025	---	16.98%
AXP AXP American Express	Purchase $1,001 - $15,000	Feb 05, 2025 Reported on Mar 06, 2025	---	20.08%
MA MA Mastercard	Purchase $1,001 - $15,000	Feb 05, 2025 Reported on Mar 06, 2025	---	-0.52%
LRCX LRCX Lam Research	Sale (Partial) $1,001 - $15,000	Feb 05, 2025 Reported on Mar 06, 2025	---	105.89%
JPM JPM JPMorgan Chase	Sale (Partial) $1,001 - $15,000	Feb 05, 2025 Reported on Mar 06, 2025	---	17.36%
BAC BAC Bank of America	Sale (Partial) $1,001 - $15,000	Feb 05, 2025 Reported on Mar 06, 2025	---	15.81%
QSR QSR Restaurant Brands Intl	Sale $1,001 - $15,000	Feb 04, 2025 Reported on Mar 06, 2025	---	13.76%
AMZN AMZN Amazon.com	Purchase $1,001 - $15,000	Feb 04, 2025 Reported on Mar 06, 2025	---	-4.87%
NRG NRG NRG Energy	Purchase $1,001 - $15,000	Jan 28, 2025 Reported on Feb 08, 2025	---	69.17%
TBLL TBLL Invesco Short Term Treasury ETF	Purchase $1,001 - $15,000	Jan 28, 2025 Reported on Feb 08, 2025	---	0.26%
IVW IVW iShares S&P 500 Growth ETF	Sale (Partial) $1,001 - $15,000	Jan 28, 2025 Reported on Feb 08, 2025	---	19.08%
HPQ HPQ HP	Sale $1,001 - $15,000	Jan 28, 2025 Reported on Feb 08, 2025	---	-22.39%
SPY SPY SPDR S&P 500	Sale $1,001 - $15,000	Jan 16, 2025 Reported on Feb 08, 2025	---	16.48%
TBLL TBLL Invesco Short Term Treasury ETF	Purchase $1,001 - $15,000	Jan 16, 2025 Reported on Feb 08, 2025	---	0.02%
CRM CRM Salesforce	Purchase $1,001 - $15,000	Jan 14, 2025 Reported on Feb 08, 2025	---	-18.91%
CSCO CSCO Cisco Systems	Sale $1,001 - $15,000	Jan 14, 2025 Reported on Feb 08, 2025	---	33.61%
QQQ QQQ Invesco QQQ Trust, Series 1	Sale $1,001 - $15,000	Jan 14, 2025 Reported on Feb 08, 2025	---	23.86%
MA MA Mastercard	Purchase $1,001 - $15,000	Jan 14, 2025 Reported on Feb 08, 2025	---	10.68%
EBAY EBAY eBay	Sale $1,001 - $15,000	Jan 14, 2025 Reported on Feb 08, 2025	---	31.04%
NVDA NVDA NVIDIA	Purchase $1,001 - $15,000	Jan 14, 2025 Reported on Feb 08, 2025	---	37.32%
AMAT AMAT Applied Mat	Sale (Partial) $1,001 - $15,000	Dec 23, 2024 Reported on Jan 14, 2025	---	61.30%
VWO VWO Vanguard FTSE Emerging Markets ETF	Sale (Partial) $1,001 - $15,000	Nov 20, 2024 Reported on Dec 17, 2024	---	19.49%
AAXJ AAXJ iShares MSCI All Country Asia ex Japan ETF	Purchase $1,001 - $15,000	Nov 20, 2024 Reported on Dec 17, 2024	---	25.34%
BBEU BBEU JPMorgan BetaBuilders Europe ETF	Sale (Partial) $1,001 - $15,000	Nov 20, 2024 Reported on Dec 17, 2024	---	28.19%
SWKS SWKS Skyworks Solutions	Sale $1,001 - $15,000	Nov 20, 2024 Reported on Dec 17, 2024	---	-18.19%
SPY SPY SPDR S&P 500	Purchase $1,001 - $15,000	Nov 13, 2024 Reported on Dec 17, 2024	---	15.40%
IWM IWM iShares Russell 2000 ETF	Sale (Partial) $1,001 - $15,000	Oct 09, 2024 Reported on Oct 18, 2024	---	18.22%
IVV IVV iShares Core S&P 500 ETF	Sale (Partial) $1,001 - $15,000	Oct 06, 2024 Reported on Oct 18, 2024	---	----
FI FI Fiserv	Sale (Partial) $1,001 - $15,000	Sep 26, 2024 Reported on Oct 18, 2024	---	-64.04%
EFA EFA iShares MSCI EAFE ETF	Sale (Partial) $1,001 - $15,000	Sep 09, 2024 Reported on Oct 18, 2024	---	20.36%
VEA VEA Vanguard FTSE Developed Markets ETF	Sale (Partial) $1,001 - $15,000	Sep 09, 2024 Reported on Oct 18, 2024	---	23.35%
FTGC FTGC First Trust Global Tactical Commodity Strategy Fund	Purchase $15,001 - $50,000	Sep 06, 2024 Reported on Oct 18, 2024	---	21.23%
TPYP TPYP Tortoise North American Pipeline ETF	Sale (Partial) $15,001 - $50,000	Sep 06, 2024 Reported on Oct 18, 2024	---	14.68%
TBLL TBLL Invesco Short Term Treasury ETF	Purchase $15,001 - $50,000	Sep 06, 2024 Reported on Oct 18, 2024	---	0.05%
VNQI VNQI Vanguard Global ex-U.S. Real Estate ETF	Sale (Partial) $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	6.24%
PPLT PPLT abrdn Physical Platinum Shares ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	82.84%
CMBS CMBS iShares CMBS Bond ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	1.01%
PALL PALL abrdn Physical Palladium Shares ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	62.66%
IEI IEI iShares 3-7 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	-0.16%
IVV IVV iShares Core S&P 500 ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	27.46%
AGZ AGZ iShares Agency Bond ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	-0.02%
WWSYX WWSYX Westwood Quality Smallcap Fund - Ultra Shares	Sale (Partial) $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	----
SCHP SCHP Schwab U.S. TIPs ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	----
SHY SHY iShares 1-3 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	-0.12%
IEF IEF iShares 7-10 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	-1.94%
JMBS JMBS Janus Henderson Mortgage-Backed Securities ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	-2.08%
EMLP EMLP First Trust North American Energy Infrastructure Fund	Sale (Partial) $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	17.52%
TLH TLH iShares 10-20 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	-7.16%
TLT TLT iShares 20+ Year Treasury Bond ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	-11.42%
GIGB GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF	Purchase $1,001 - $15,000	Sep 06, 2024 Reported on Oct 18, 2024	---	-1.15%
MSI MSI Motorola Solns	Purchase $1,001 - $15,000	Jul 26, 2024 Reported on Aug 06, 2024	---	-6.52%
GOOGL GOOGL Alphabet	Purchase $1,001 - $15,000	Jul 26, 2024 Reported on Aug 06, 2024	---	87.08%
LRCX LRCX Lam Research	Sale (Partial) $1,001 - $15,000	Jul 26, 2024 Reported on Aug 06, 2024	---	88.58%
VEA VEA Vanguard FTSE Developed Markets ETF	Purchase $1,001 - $15,000	Jul 18, 2024 Reported on Aug 06, 2024	---	24.06%
MDY MDY SPDR MidCap Trust Series I	Sale (Partial) $1,001 - $15,000	Jul 18, 2024 Reported on Aug 06, 2024	---	12.06%
IVV IVV iShares Core S&P 500 ETF	Sale (Partial) $1,001 - $15,000	Jul 04, 2024 Reported on Jul 11, 2024	---	----
TLH TLH iShares 10-20 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Jun 26, 2024 Reported on Jul 11, 2024	---	-1.44%
IEF IEF iShares 7-10 Year Treasury Bond ETF	Sale (Partial) $1,001 - $15,000	Jun 26, 2024 Reported on Jul 11, 2024	---	2.67%
SHY SHY iShares 1-3 Year Treasury Bond ETF	Sale (Partial) $1,001 - $15,000	Jun 26, 2024 Reported on Jul 11, 2024	---	1.57%
SCHP SCHP Schwab U.S. TIPs ETF	Purchase $1,001 - $15,000	Jun 26, 2024 Reported on Jul 11, 2024	---	2.48%
JMBS JMBS Janus Henderson Mortgage-Backed Securities ETF	Purchase $1,001 - $15,000	Jun 26, 2024 Reported on Jul 11, 2024	---	2.10%
NMVZX NMVZX Nuance Mid Cap Value Fund Z Class	Sale $1,001 - $15,000	Jun 24, 2024 Reported on Jul 11, 2024	---	----
DALCX DALCX Dean Mid Cap Value Fund No-Load	Purchase $1,001 - $15,000	Jun 24, 2024 Reported on Jul 11, 2024	---	----
CMCSA CMCSA Comcast	Sale $1,001 - $15,000	Jun 20, 2024 Reported on Jul 11, 2024	---	-27.08%
MSFT MSFT Microsoft	Purchase $1,001 - $15,000	Jun 20, 2024 Reported on Jul 11, 2024	---	8.47%
VEA VEA Vanguard FTSE Developed Markets ETF	Purchase $15,001 - $50,000	Jun 04, 2024 Reported on Jul 11, 2024	---	23.87%
EFA EFA iShares MSCI EAFE ETF	Sale (Partial) $15,001 - $50,000	Jun 04, 2024 Reported on Jul 11, 2024	---	19.31%
MDY MDY SPDR MidCap Trust Series I	Sale (Partial) $1,001 - $15,000	Jun 04, 2024 Reported on Jul 11, 2024	---	16.28%
NMVZX NMVZX Nuance Mid Cap Value Fund Z Class	Purchase $1,001 - $15,000	Jun 04, 2024 Reported on Jul 11, 2024	---	----
GEM GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF	Purchase $1,001 - $15,000	Jun 04, 2024 Reported on Jul 11, 2024	---	32.19%
EFA EFA iShares MSCI EAFE ETF	Sale (Partial) $1,001 - $15,000	May 31, 2024 Reported on Jun 05, 2024	---	19.50%
GIGB GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF	Purchase $1,001 - $15,000	May 31, 2024 Reported on Jun 05, 2024	---	3.43%
IVW IVW iShares S&P 500 Growth ETF	Sale (Partial) $1,001 - $15,000	May 31, 2024 Reported on Jun 05, 2024	---	43.67%
JMBS JMBS Janus Henderson Mortgage-Backed Securities ETF	Purchase $1,001 - $15,000	Apr 16, 2024 Reported on May 07, 2024	---	4.96%
CMBS CMBS iShares CMBS Bond ETF	Sale (Partial) $1,001 - $15,000	Apr 16, 2024 Reported on May 07, 2024	---	6.71%
SCZ SCZ iShares MSCI EAFE Small-Cap ETF	Purchase $15,001 - $50,000	Apr 11, 2024 Reported on May 07, 2024	---	24.62%
EFA EFA iShares MSCI EAFE ETF	Sale (Partial) $15,001 - $50,000	Apr 11, 2024 Reported on May 07, 2024	---	23.56%
HES HES Hess	Sale $1,001 - $15,000	Mar 28, 2024 Reported on May 08, 2024	---	-2.40%
AMAT AMAT Applied Mat	Purchase $1,001 - $15,000	Mar 28, 2024 Reported on May 08, 2024	---	30.98%
SCHP SCHP Schwab U.S. TIPs ETF	Sale (Partial) $1,001 - $15,000	Feb 20, 2024 Reported on May 08, 2024	---	3.51%
TLT TLT iShares 20+ Year Treasury Bond ETF	Purchase $1,001 - $15,000	Feb 20, 2024 Reported on May 08, 2024	---	-5.01%
IEF IEF iShares 7-10 Year Treasury Bond ETF	Sale (Partial) $1,001 - $15,000	Feb 20, 2024 Reported on May 08, 2024	---	2.72%
TLH TLH iShares 10-20 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Feb 20, 2024 Reported on May 08, 2024	---	-0.95%
PFE PFE Pfizer	Purchase $1,001 - $15,000	Dec 20, 2023 Reported on Jan 08, 2024	---	-6.62%
LRCX LRCX Lam Research	Sale (Partial) $1,001 - $15,000	Dec 20, 2023 Reported on Jan 08, 2024	---	123.48%
PPLT PPLT abrdn Physical Platinum Shares ETF	Purchase $1,001 - $15,000	Dec 12, 2023 Reported on Jan 08, 2024	---	80.12%
GBIL GBIL Goldman Sachs Access Treasury 0-1 Year ETF	Sale (Partial) $1,001 - $15,000	Dec 12, 2023 Reported on Jan 08, 2024	---	0.18%
PALL PALL abrdn Physical Palladium Shares ETF	Purchase $1,001 - $15,000	Dec 12, 2023 Reported on Jan 08, 2024	---	50.75%
SHY SHY iShares 1-3 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Nov 29, 2023 Reported on Dec 12, 2023	---	1.42%
TLH TLH iShares 10-20 Year Treasury Bond ETF	Purchase $1,001 - $15,000	Nov 08, 2023 Reported on Dec 12, 2023	---	2.68%
GBIL GBIL Goldman Sachs Access Treasury 0-1 Year ETF	Sale (Partial) $1,001 - $15,000	Nov 07, 2023 Reported on Dec 12, 2023	---	0.25%
AGZ AGZ iShares Agency Bond ETF	Sale (Partial) $1,001 - $15,000	Nov 07, 2023 Reported on Dec 12, 2023	---	4.03%
CMBS CMBS iShares CMBS Bond ETF	Sale (Partial) $1,001 - $15,000	Nov 07, 2023 Reported on Dec 12, 2023	---	9.38%
JMBS JMBS Janus Henderson Mortgage-Backed Securities ETF	Purchase $1,001 - $15,000	Nov 07, 2023 Reported on Dec 12, 2023	---	5.37%
SHY SHY iShares 1-3 Year Treasury Bond ETF	Sale (Partial) $1,001 - $15,000	Nov 07, 2023 Reported on Dec 12, 2023	---	2.14%
MBB MBB iShares MBS ETF	Purchase $1,001 - $15,000	Nov 07, 2023 Reported on Dec 12, 2023	---	7.15%
GIGB GIGB Goldman Sachs Access Investment Grade Corporate Bond ETF	Sale (Partial) $1,001 - $15,000	Nov 07, 2023 Reported on Dec 12, 2023	---	7.47%
AES AES AES	Sale $1,001 - $15,000	Oct 05, 2023 Reported on Nov 07, 2023	---	11.02%
FEP FEP First Trust Europe AlphaDEX Fund	Sale $15,001 - $50,000	Aug 29, 2023 Reported on Sep 07, 2023	---	53.07%
BBEU BBEU JPMorgan BetaBuilders Europe ETF	Purchase $15,001 - $50,000	Aug 29, 2023 Reported on Sep 07, 2023	---	34.86%

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