Josh Gottheimer(age: 51)
500
Total Trades
168
Buys
332
Sells
$39M
Est. Net Worth (2025)
$11K - $43.5M
Disclosed Trades Value
2026-01-30
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
 MSFT
|
Microsoft Corp | buy | 14 | 18 | $0 - $41.4M | May 22nd, 2025 |
 TSLA
|
Tesla Inc | sell | 15 | 4 | $0 - $220K | Jun 5th, 2025 |
 V
|
Visa Inc | sell | 10 | 7 | $0 - $142K | Aug 12th, 2025 |
 WMT
|
Walmart Inc | sell | 7 | 1 | $0 - $103K | Jul 28th, 2025 |
 CRM
|
salesforce.com Inc | sell | 6 | 2 | $0 - $87K | Jun 4th, 2025 |
 JNJ
|
Johnson & Johnson | sell | 6 | 2 | $0 - $87K | Apr 9th, 2025 |
 FISV
|
Fiserv Inc | sell | 4 | 1 | $0 - $58K | May 14th, 2025 |
 BABA
|
Alibaba Group Holding Ltd | buy | 4 | 1 | $0 - $58K | Apr 4th, 2025 |
 MMM
|
3M Co | sell | 3 | 1 | $0 - $43K | Oct 20th, 2025 |
 NTRA
|
Natera Inc | buy | 3 | 1 | $0 - $43K | Sep 22nd, 2025 |
 ABBV
|
AbbVie Inc | buy | 3 | 1 | $0 - $43K | May 22nd, 2025 |
| TTNDY | Techtronic Industries Co Ltd | buy | 3 | 1 | $0 - $43K | Apr 21st, 2025 |
| DSCSY | DISCO CORP | sell | 3 | 1 | $0 - $43K | Mar 19th, 2025 |
 SHOP
|
Shopify Inc | sell | 3 | 1 | $0 - $43K | Mar 19th, 2025 |
 GLW
|
Corning Inc | buy | 4 | 2 | $0 - $43K | May 28th, 2025 |
 ABT
|
Abbott Laboratories | sell | 3 | 2 | $0 - $42K | Jul 18th, 2025 |
 UNP
|
Union Pacific Corp | sell | 3 | 2 | $0 - $42K | Jun 4th, 2025 |
 APP
|
APPLOVIN CORP | buy | 3 | 2 | $0 - $42K | May 28th, 2025 |
 DHI
|
D.R. Horton Inc | buy | 3 | 3 | $0 - $41K | Apr 21st, 2025 |
 BKNG
|
Booking Holdings Inc | buy | 2 | 0 | $2K - $30K | Mar 5th, 2025 |
 GILD
|
Gilead Sciences Inc | buy | 2 | 1 | $0 - $28K | Jan 27th, 2026 |
 ASML
|
ASML Holding NV | buy | 2 | 1 | $0 - $28K | May 22nd, 2025 |
 TWLO
|
Twilio Inc | sell | 2 | 1 | $0 - $28K | Apr 17th, 2025 |
 SQ
|
Block Inc | sell | 2 | 1 | $0 - $28K | Feb 27th, 2025 |
 TLK
|
PT Telekomunikasi Indonesia (Persero) TBK | buy | 2 | 2 | $0 - $27K | Apr 21st, 2025 |
 CDRE
|
CADRE HOLDINGS INC | sell | 2 | 2 | $0 - $27K | Apr 17th, 2025 |
 KO
|
The Coca-Cola Co | sell | 2 | 2 | $0 - $27K | Apr 9th, 2025 |
 D
|
Dominion Energy Inc | sell | 2 | 2 | $0 - $27K | Apr 9th, 2025 |
 AVGO
|
Broadcom Inc | buy | 2 | 3 | $0 - $26K | Jun 25th, 2025 |
 MA
|
Mastercard Inc | sell | 2 | 3 | $0 - $26K | Apr 9th, 2025 |
| CSWI | CSW INDUSTRIALS INC | buy | 1 | 0 | $1K - $15K | Nov 17th, 2025 |
 NTES
|
Netease Inc | buy | 1 | 0 | $1K - $15K | Oct 17th, 2025 |
 NICE
|
NICE Ltd | buy | 1 | 0 | $1K - $15K | Oct 17th, 2025 |
 CVNA
|
Carvana Co | buy | 1 | 0 | $1K - $15K | Jun 20th, 2025 |
 NET
|
Cloudflare Inc | buy | 1 | 0 | $1K - $15K | Jun 20th, 2025 |
 CB
|
Chubb Ltd | buy | 1 | 0 | $1K - $15K | Jun 13th, 2025 |
 RTX
|
RTX Corp | buy | 1 | 0 | $1K - $15K | Apr 23rd, 2025 |
 GTES
|
Gates Industrial Corp PLC | buy | 1 | 0 | $1K - $15K | Oct 31st, 2024 |
 TCBI
|
Texas Capital Bancshares Inc | buy | 1 | 0 | $1K - $15K | Oct 31st, 2024 |
 ICE
|
Intercontinental Exchange Inc | buy | 1 | 1 | $0 - $13K | Jan 26th, 2026 |
 LNG
|
Cheniere Energy Inc | sell | 1 | 1 | $0 - $13K | Dec 12th, 2025 |
 CVLT
|
CommVault Systems Inc | sell | 1 | 1 | $0 - $13K | Dec 5th, 2025 |
| MTHRY | M3 INC | sell | 1 | 1 | $0 - $13K | Dec 5th, 2025 |
 SE
|
Sea Ltd | sell | 1 | 1 | $0 - $13K | Dec 5th, 2025 |
 IRT
|
Independence Realty Trust Inc | buy | 1 | 1 | $0 - $13K | Sep 22nd, 2025 |
 TNDM
|
Tandem Diabetes Care Inc | buy | 1 | 1 | $0 - $13K | Sep 22nd, 2025 |
 INSM
|
INSMED INC | buy | 1 | 1 | $0 - $13K | Jun 16th, 2025 |
 TPH
|
Tri Pointe Homes Inc | buy | 1 | 1 | $0 - $13K | Apr 21st, 2025 |
 EPAC
|
Enerpac Tool Group Corp | sell | 1 | 1 | $0 - $13K | Apr 17th, 2025 |
 THR
|
Thermon Group Holdings Inc | sell | 1 | 1 | $0 - $13K | Apr 17th, 2025 |
 DASH
|
DoorDash Inc | sell | 1 | 1 | $0 - $13K | Apr 9th, 2025 |
 SCHW
|
Schwab (Charles) Corp | buy | 1 | 1 | $0 - $13K | Apr 7th, 2025 |
 SNOW
|
Snowflake Inc | sell | 1 | 1 | $0 - $13K | Mar 19th, 2025 |
 GS
|
The Goldman Sachs Group Inc | sell | 1 | 1 | $0 - $13K | Feb 28th, 2025 |
| GBOOY | Grupo Financiero Banorte SA De CV Gfnorte | buy | 1 | 1 | $0 - $13K | Jan 27th, 2025 |
 MELI
|
MercadoLibre Inc | sell | 1 | 1 | $0 - $13K | Jan 27th, 2025 |
 GMAB
|
Genmab A/S | buy | 1 | 1 | $0 - $13K | Jan 16th, 2025 |
 TEL
|
TE Connectivity Ltd | buy | 2 | 2 | $0 - $13K | May 22nd, 2025 |
 IBM
|
International Business Machines Corp | sell | 1 | 2 | $0 - $12K | Aug 12th, 2025 |
| CLPBY | Coloplast A/S | sell | 1 | 2 | $0 - $12K | May 14th, 2025 |
| UNICY | Uni-Charm Corp | sell | 1 | 2 | $0 - $12K | May 14th, 2025 |
 SBUX
|
Starbucks Corp | sell | 1 | 2 | $0 - $12K | Apr 17th, 2025 |
 META
|
Meta Platforms Inc | sell | 1 | 2 | $0 - $12K | Apr 9th, 2025 |
 SHEL
|
Shell PLC | sell | 1 | 2 | $0 - $12K | Apr 9th, 2025 |
 NSRGY
|
Nestle SA, Cham Und Vevey | sell | 1 | 3 | $0 - $11K | Jan 26th, 2026 |
| SSMXY | Sysmex Corp | sell | 1 | 3 | $0 - $11K | Dec 5th, 2025 |
 HD
|
The Home Depot Inc | sell | 1 | 3 | $0 - $11K | Nov 19th, 2025 |
| BRK/B | Berkshire Hathaway Inc | sell | 1 | 3 | $0 - $11K | Apr 9th, 2025 |
 ABEV
|
Ambev SA | sell | 1 | 3 | $0 - $11K | Feb 7th, 2025 |
 KKR
|
KKR & Co Inc | sell | 1 | 5 | $0 - $9K | Nov 19th, 2025 |
 UBER
|
Uber Technologies Inc | sell | 1 | 6 | $0 - $8K | Jan 30th, 2026 |
 AAPL
|
Apple Inc | sell | 1 | 6 | $0 - $8K | Apr 9th, 2025 |
 NVDA
|
NVIDIA Corporation | buy | 1 | 7 | $0 - $7K | Jun 24th, 2025 |
 LLY
|
Eli Lilly and Co | sell | 1 | 14 | $0 - $986 | May 13th, 2025 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Jan 30th, 2026 | Feb 27th, 2026 |
 NOW
|
ServiceNow Inc | sell | $1K - $15K | Joint |
| Jan 30th, 2026 | Feb 27th, 2026 |
UBER
|
Uber Technologies Inc | sell | $1K - $15K | Joint |
| Jan 27th, 2026 | Feb 27th, 2026 |
GILD
|
Gilead Sciences Inc | buy | $1K - $15K | Joint |
| Jan 26th, 2026 | Feb 27th, 2026 |
ICE
|
Intercontinental Exchange Inc | buy | $1K - $15K | Joint |
| Jan 26th, 2026 | Feb 27th, 2026 |
NSRGY
|
Nestle SA, Cham Und Vevey | sell | $1K - $15K | Joint |
| Jan 26th, 2026 | Feb 27th, 2026 |
 SNDR
|
SCHNEIDER NATIONAL INC | sell | $1K - $15K | Joint |
| Dec 17th, 2025 | Jan 15th, 2026 |
NOW
|
ServiceNow Inc | sell | $1K - $15K | Joint |
| Dec 12th, 2025 | Jan 15th, 2026 |
LNG
|
Cheniere Energy Inc | sell | $1K - $15K | Joint |
| Dec 11th, 2025 | Jan 15th, 2026 |
UBER
|
Uber Technologies Inc | sell | $1K - $15K | Joint |
| Dec 8th, 2025 | Jan 15th, 2026 |
 UTZ
|
UTZ BRANDS INC | sell | $1K - $15K | Joint |
| Dec 8th, 2025 | Jan 15th, 2026 |
 APD
|
Air Products and Chemicals Inc | sell | $15K - $50K | Joint |
| Dec 5th, 2025 | Jan 15th, 2026 |
CVLT
|
CommVault Systems Inc | sell | $1K - $15K | Joint |
| Dec 5th, 2025 | Jan 15th, 2026 | MTHRY | M3 INC | sell | $1K - $15K | Joint |
| Dec 5th, 2025 | Jan 15th, 2026 |
SE
|
Sea Ltd | sell | $1K - $15K | Joint |
| Dec 5th, 2025 | Jan 15th, 2026 | SSMXY | Sysmex Corp | sell | $1K - $15K | Not Disclosed |
| Nov 21st, 2025 | Dec 30th, 2025 | DASTY | Dassault Systemes SA | sell | $1K - $15K | Joint |
| Nov 19th, 2025 | Dec 30th, 2025 |
 BHP
|
BHP Group Ltd | sell | $1K - $15K | Joint |
| Nov 19th, 2025 | Dec 30th, 2025 |
 EW
|
Edwards Lifesciences Corp | sell | $1K - $15K | Joint |
| Nov 19th, 2025 | Dec 30th, 2025 |
 FIS
|
Fidelity National Information Services Inc | sell | $15K - $50K | Joint |
| Nov 19th, 2025 | Dec 30th, 2025 |
HD
|
The Home Depot Inc | sell | $1K - $15K | Joint |
| Nov 19th, 2025 | Dec 30th, 2025 |
 HUBS
|
HubSpot Inc | sell | $1K - $15K | Not Disclosed |
| Nov 19th, 2025 | Dec 30th, 2025 |
KKR
|
KKR & Co Inc | sell | $1K - $15K | Joint |
| Nov 17th, 2025 | Dec 30th, 2025 | CSWI | CSW INDUSTRIALS INC | buy | $1K - $15K | Joint |
| Oct 20th, 2025 | Nov 18th, 2025 |
MMM
|
3M Co | sell | $1K - $15K | Joint |
| Oct 17th, 2025 | Nov 18th, 2025 |
NTES
|
Netease Inc | buy | $1K - $15K | Joint |
| Oct 17th, 2025 | Nov 18th, 2025 |
NICE
|
NICE Ltd | buy | $1K - $15K | Joint |
| Oct 16th, 2025 | Nov 18th, 2025 |
ICE
|
Intercontinental Exchange Inc | sell | $1K - $15K | Joint |
| Sep 30th, 2025 | Oct 16th, 2025 | MTHRY | M3 INC | buy | $1K - $15K | Joint |
| Sep 23rd, 2025 | Oct 16th, 2025 |
CVLT
|
CommVault Systems Inc | buy | $1K - $15K | Joint |
| Sep 23rd, 2025 | Oct 16th, 2025 | BWIN | Brp Group Inc | sell | $1K - $15K | Joint |
| Sep 22nd, 2025 | Oct 16th, 2025 |
 DEO
|
Diageo PLC | sell | $1K - $15K | Joint |
| Sep 22nd, 2025 | Oct 16th, 2025 |
IRT
|
Independence Realty Trust Inc | buy | $1K - $15K | Joint |
| Sep 22nd, 2025 | Oct 16th, 2025 |
NTRA
|
Natera Inc | buy | $1K - $15K | Joint |
| Sep 22nd, 2025 | Oct 16th, 2025 | SSMXY | Sysmex Corp | buy | $1K - $15K | Not Disclosed |
| Sep 22nd, 2025 | Oct 16th, 2025 |
TNDM
|
Tandem Diabetes Care Inc | buy | $1K - $15K | Joint |
| Sep 11th, 2025 | Oct 16th, 2025 |
 TTD
|
The Trade Desk Inc | sell | $1K - $15K | Joint |
| Sep 3rd, 2025 | Oct 16th, 2025 |
 ISRG
|
Intuitive Surgical Inc | sell | $1K - $15K | Joint |
| Aug 22nd, 2025 | Sep 8th, 2025 |
NTRA
|
Natera Inc | buy | $1K - $15K | Joint |
| Aug 21st, 2025 | Sep 8th, 2025 | SSMXY | Sysmex Corp | sell | $1K - $15K | Joint |
| Aug 12th, 2025 | Sep 8th, 2025 |
IBM
|
International Business Machines Corp | sell | $1K - $15K | Joint |
| Aug 12th, 2025 | Sep 8th, 2025 |
V
|
Visa Inc | sell | $1K - $15K | Joint |
| Aug 1st, 2025 | Sep 8th, 2025 |
V
|
Visa Inc | sell | $1K - $15K | Joint |
| Jul 28th, 2025 | Aug 12th, 2025 |
WMT
|
Walmart Inc | sell | $1K - $15K | Not Disclosed |
| Jul 25th, 2025 | Aug 12th, 2025 |
IBM
|
International Business Machines Corp | sell | $1K - $15K | Joint |
| Jul 22nd, 2025 | Aug 12th, 2025 |
NTRA
|
Natera Inc | sell | $1K - $15K | Joint |
| Jul 18th, 2025 | Aug 12th, 2025 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Joint |
| Jul 16th, 2025 | Aug 12th, 2025 |
IRT
|
Independence Realty Trust Inc | sell | $1K - $15K | Joint |
| Jul 14th, 2025 | Aug 12th, 2025 |
V
|
Visa Inc | sell | $1K - $15K | Joint |
| Jul 2nd, 2025 | Aug 12th, 2025 | SWTX | SPRINGWORKS THERAPEUTICS INC | sell | $1K - $15K | Joint |
| Jun 26th, 2025 | Jul 17th, 2025 |
V
|
Visa Inc | sell | $1K - $15K | Joint |
| Jun 25th, 2025 | Jul 17th, 2025 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Joint |
| Jun 25th, 2025 | Jul 17th, 2025 |
V
|
Visa Inc | sell | $1K - $15K | Joint |
| Jun 24th, 2025 | Jul 17th, 2025 |
 COP
|
ConocoPhillips | sell | $1K - $15K | Joint |
| Jun 24th, 2025 | Jul 17th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Joint |
| Jun 24th, 2025 | Jul 17th, 2025 |
V
|
Visa Inc | sell | $1K - $15K | Joint |
| Jun 20th, 2025 | Jul 17th, 2025 |
CVNA
|
Carvana Co | buy | $1K - $15K | Joint |
| Jun 20th, 2025 | Jul 17th, 2025 |
NET
|
Cloudflare Inc | buy | $1K - $15K | Joint |
| Jun 20th, 2025 | Jul 17th, 2025 |
 MCD
|
McDonald's Corp | sell | $1K - $15K | Joint |
| Jun 20th, 2025 | Jul 17th, 2025 |
V
|
Visa Inc | sell | $1K - $15K | Joint |
| Jun 16th, 2025 | Jul 17th, 2025 |
INSM
|
INSMED INC | buy | $1K - $15K | Joint |
| Jun 13th, 2025 | Jul 17th, 2025 |
CB
|
Chubb Ltd | buy | $1K - $15K | Joint |
| Jun 5th, 2025 | Jul 17th, 2025 |
TSLA
|
Tesla Inc | sell | $1K - $15K | Joint |
| Jun 4th, 2025 | Jul 17th, 2025 |
CRM
|
salesforce.com Inc | sell | $1K - $15K | Joint |
| Jun 4th, 2025 | Jul 17th, 2025 |
UNP
|
Union Pacific Corp | sell | $1K - $15K | Joint |
| Jun 3rd, 2025 | Jul 17th, 2025 |
 AKAM
|
AKAMAI TECHNOLOGIES Inc | sell | $1K - $15K | Joint |
| Jun 3rd, 2025 | Jul 17th, 2025 |
FIS
|
Fidelity National Information Services Inc | sell | $1K - $15K | Not Disclosed |
| Jun 3rd, 2025 | Jul 17th, 2025 |
 PFE
|
Pfizer Inc | sell | $1K - $15K | Joint |
| May 29th, 2025 | Jun 12th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| May 28th, 2025 | Jun 12th, 2025 |
APP
|
APPLOVIN CORP | buy | $1K - $15K | Joint |
| May 28th, 2025 | Jun 12th, 2025 |
GLW
|
Corning Inc | buy | $1K - $15K | Joint |
| May 28th, 2025 | Jun 12th, 2025 |
 UPS
|
United Parcel Service Inc | sell | $1K - $15K | Joint |
| May 27th, 2025 | Jun 12th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| May 23rd, 2025 | Jun 12th, 2025 |
SE
|
Sea Ltd | buy | $1K - $15K | Joint |
| May 23rd, 2025 | Jun 12th, 2025 | — | ZTO EXPRESS CAYMAN INC | sell | $1K - $15K | Joint |
| May 22nd, 2025 | Jun 12th, 2025 |
ABBV
|
AbbVie Inc | buy | $1K - $15K | Joint |
| May 22nd, 2025 | Jun 12th, 2025 |
ASML
|
ASML Holding NV | buy | $1K - $15K | Joint |
| May 22nd, 2025 | Jun 12th, 2025 |
GLW
|
Corning Inc | buy | $1K - $15K | Joint |
| May 22nd, 2025 | Jun 12th, 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| May 22nd, 2025 | Jun 12th, 2025 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Joint |
| May 22nd, 2025 | Jun 12th, 2025 |
TEL
|
TE Connectivity Ltd | buy | $1K - $15K | Joint |
| May 21st, 2025 | Jun 12th, 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Joint |
| May 16th, 2025 | Jun 12th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| May 15th, 2025 | Jun 12th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| May 15th, 2025 | Jun 12th, 2025 |
UBER
|
Uber Technologies Inc | buy | $1K - $15K | Joint |
| May 14th, 2025 | Jun 12th, 2025 | CLPBY | Coloplast A/S | sell | $1K - $15K | Joint |
| May 14th, 2025 | Jun 12th, 2025 |
FISV
|
Fiserv Inc | sell | $1K - $15K | Joint |
| May 14th, 2025 | Jun 12th, 2025 |
GILD
|
Gilead Sciences Inc | sell | $1K - $15K | Joint |
| May 14th, 2025 | Jun 12th, 2025 | UNICY | Uni-Charm Corp | sell | $1K - $15K | Joint |
| May 13th, 2025 | Jun 12th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| May 8th, 2025 | Jun 12th, 2025 |
 GOOGL
|
Alphabet Inc | sell | $1K - $15K | Joint |
| May 1st, 2025 | Jun 12th, 2025 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Joint |
| Apr 23rd, 2025 | May 15th, 2025 |
RTX
|
RTX Corp | buy | $1K - $15K | Joint |
| Apr 22nd, 2025 | May 15th, 2025 |
LNG
|
Cheniere Energy Inc | buy | $1K - $15K | Joint |
| Apr 21st, 2025 | May 15th, 2025 |
DHI
|
D.R. Horton Inc | buy | $1K - $15K | Joint |
| Apr 21st, 2025 | May 15th, 2025 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Joint |
| Apr 21st, 2025 | May 15th, 2025 |
TPH
|
Tri Pointe Homes Inc | buy | $1K - $15K | Joint |
| Apr 21st, 2025 | May 15th, 2025 |
KKR
|
KKR & Co Inc | sell | $1K - $15K | Joint |
| Apr 21st, 2025 | May 15th, 2025 |
TLK
|
PT Telekomunikasi Indonesia (Persero) TBK | buy | $1K - $15K | Joint |
| Apr 21st, 2025 | May 15th, 2025 | TTNDY | Techtronic Industries Co Ltd | buy | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
ABBV
|
AbbVie Inc | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 | AEIS | Advanced Energy Industries Inc | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
ASML
|
ASML Holding NV | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
CDRE
|
CADRE HOLDINGS INC | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
GLW
|
Corning Inc | sell | $15K - $50K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
EPAC
|
Enerpac Tool Group Corp | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 | — | HILLMAN SOLUTIONS CORP | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
THR
|
Thermon Group Holdings Inc | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
TWLO
|
Twilio Inc | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
 USPH
|
US Physical Therapy Inc | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
UNP
|
Union Pacific Corp | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 | — | PAR TECHNOLOGY CORP | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
CRM
|
salesforce.com Inc | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Joint |
| Apr 17th, 2025 | May 15th, 2025 |
TEL
|
TE Connectivity Ltd | sell | $15K - $50K | Joint |
| Apr 16th, 2025 | May 15th, 2025 |
APP
|
APPLOVIN CORP | sell | $1K - $15K | Joint |
| Apr 14th, 2025 | May 15th, 2025 |
APP
|
APPLOVIN CORP | sell | $1K - $15K | Joint |
| Apr 14th, 2025 | May 15th, 2025 |
 BX
|
Blackstone Group Inc | sell | $1K - $15K | Joint |
| Apr 14th, 2025 | May 15th, 2025 |
KKR
|
KKR & Co Inc | sell | $1K - $15K | Joint |
| Apr 11th, 2025 | May 15th, 2025 | SMNNY | Shimano Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | ALIZY | Allianz SE | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 ADC
|
Agree Realty Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
APD
|
Air Products and Chemicals Inc | sell | $1K - $15K | Not Disclosed |
| Apr 9th, 2025 | May 15th, 2025 |
 HLI
|
Houlihan Lokey Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 ABCB
|
Ameris Bancorp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 APPF
|
APPFOLIO INC | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
AAPL
|
Apple Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 ABG
|
Asbury Automotive Group Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | ATLKY | Atlas Copco AB | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 BCPC
|
Balchem Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | BRK/B | Berkshire Hathaway Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
BHP
|
BHP Group Ltd | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 BLK
|
Blackrock Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 CATY
|
Cathay General Bancorp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 CBZ
|
CBIZ Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 CENT
|
Central Garden & Pet Co | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 SKY
|
Skyline Champion Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 CVX
|
Chevron Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | CHGCY | Chugai Pharmaceutical Co Ltd | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 CINF
|
Cincinnati Financial Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 CSCO
|
Cisco Systems Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
KO
|
The Coca-Cola Co | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
GLW
|
Corning Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 CCI
|
Crown Castle International Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | DASTY | Dassault Systemes SA | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | DBSDY | DBS Group Holdings Ltd | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
D
|
Dominion Energy Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
DASH
|
DoorDash Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 FAST
|
Fastenal Co | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
FIS
|
Fidelity National Information Services Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 FMX
|
Fomento Economico Mexican SAB de CV | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 GMED
|
Globus Medical Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 HLN
|
HALEON PLC | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 HDB
|
H D F C Bank Ltd | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 HMN
|
Horace Mann Educators Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | TCEHY | Tencent Holdings LTD | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 TXN
|
Texas Instruments Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 DSGX
|
The Descartes Systems Group Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 UFPI
|
UFP Industries Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 UMBF
|
UMB Financial Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 IDA
|
IDACORP Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
INSM
|
INSMED INC | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | — | INTAPP INC | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
ISRG
|
Intuitive Surgical Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
JNJ
|
Johnson & Johnson | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | LRLCY | L'Oreal S.A., Paris | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 LOW
|
Lowe's Cos Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 MTSI
|
MACOM Technology Solutions Holdings Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 MGY
|
Magnolia Oil & Gas Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 MFC
|
Manulife Financial Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
MA
|
Mastercard Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 MCK
|
McKesson Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
META
|
Meta Platforms Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
NSRGY
|
Nestle SA, Cham Und Vevey | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 NFLX
|
Netflix Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | NTDOY | Nintendo Co Ltd | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 NSC
|
Norfolk Southern Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 NOC
|
Northrop Grumman Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 PATK
|
Patrick Industries Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 PAYX
|
Paychex Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 PGR
|
The Progressive Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 RBC
|
RBC Bearings Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 RIO
|
Rio Tinto Group | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | RHHBY | Roche Holding AG | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 SAP
|
SAP SE | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
SHEL
|
Shell PLC | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 SLGN
|
Silgan Holdings Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | SONY | Sony Group Corporation | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 SPXC
|
SPX Technologies Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 STAG
|
STAG Industrial Inc | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 STRL
|
STERLING INFRASTRUCTURE INC | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 SF
|
Stifel Financial Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 | SSMXY | Sysmex Corp | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
 TSM
|
Taiwan Semiconductor Manufacturing Co Ltd | sell | $1K - $15K | Joint |
| Apr 9th, 2025 | May 15th, 2025 |
TEL
|
TE Connectivity Ltd | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 | CHX | Championx Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
SCHW
|
Schwab (Charles) Corp | buy | $1K - $15K | Joint |
| Apr 5th, 2025 | May 15th, 2025 |
MMM
|
3M Co | buy | $1K - $15K | Joint |
| Apr 4th, 2025 | May 15th, 2025 |
BABA
|
Alibaba Group Holding Ltd | buy | $1K - $15K | Joint |
| Apr 4th, 2025 | May 15th, 2025 |
FISV
|
Fiserv Inc | buy | $1K - $15K | Joint |
| Apr 4th, 2025 | May 15th, 2025 |
MSFT
|
Microsoft Corp | buy | $50K - $100K | Joint |
| Apr 3rd, 2025 | May 15th, 2025 |
ABBV
|
AbbVie Inc | buy | $1K - $15K | Joint |
| Apr 3rd, 2025 | May 15th, 2025 | ITCI | Intra-Cellular Therapies Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
ABBV
|
AbbVie Inc | buy | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 | BRK/B | Berkshire Hathaway Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
BLK
|
Blackrock Inc | sell | $1K - $15K | Joint |
| Mar 24th, 2025 | Apr 11th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Mar 24th, 2025 | Apr 11th, 2025 |
 SPOT
|
Spotify Technology S.A | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
TNDM
|
Tandem Diabetes Care Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 | TTNDY | Techtronic Industries Co Ltd | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
TSLA
|
Tesla Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
TPH
|
Tri Pointe Homes Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
 AZTA
|
Azenta Inc | sell | $1K - $15K | Not Disclosed |
| Mar 19th, 2025 | Apr 11th, 2025 |
AVGO
|
Broadcom Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
 CHRD
|
Chord Energy Corp | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 | — | CRINETICS PHARMCTCL INC | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
DHI
|
D.R. Horton Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
DEO
|
Diageo PLC | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 | DSCSY | DISCO CORP | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
 DAVA
|
Endava PLC | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
 FLYW
|
FLYWIRE CORP | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
HD
|
The Home Depot Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 | PPBI | Pacific Premier Bancorp Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
TLK
|
PT Telekomunikasi Indonesia (Persero) TBK | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
NOW
|
ServiceNow Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
SHOP
|
Shopify Inc | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 11th, 2025 |
SNOW
|
Snowflake Inc | sell | $1K - $15K | Joint |
| Mar 17th, 2025 | Apr 11th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Joint |
| Mar 17th, 2025 | Apr 11th, 2025 | ITCI | Intra-Cellular Therapies Inc | sell | $1K - $15K | Joint |
| Mar 14th, 2025 | Apr 11th, 2025 | IFNNY | Infineon Technologies AG | sell | $1K - $15K | Joint |
| Mar 13th, 2025 | Apr 11th, 2025 |
APP
|
APPLOVIN CORP | buy | $1K - $15K | Joint |
| Mar 13th, 2025 | Apr 11th, 2025 |
 BBVA
|
Banco Bilbao Vizcaya Argentaria SA (BBVA) | sell | $1K - $15K | Joint |
| Mar 13th, 2025 | Apr 11th, 2025 |
DASH
|
DoorDash Inc | buy | $1K - $15K | Joint |
| Mar 13th, 2025 | Apr 11th, 2025 | IFNNY | Infineon Technologies AG | sell | $1K - $15K | Joint |
| Mar 12th, 2025 | Apr 11th, 2025 |
ASML
|
ASML Holding NV | buy | $1K - $15K | Joint |
| Mar 11th, 2025 | Apr 11th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Joint |
| Mar 10th, 2025 | Apr 11th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Mar 10th, 2025 | Apr 11th, 2025 |
FISV
|
Fiserv Inc | buy | $1K - $15K | Joint |
| Mar 10th, 2025 | Apr 11th, 2025 |
IBM
|
International Business Machines Corp | buy | $1K - $15K | Joint |
| Mar 7th, 2025 | Apr 11th, 2025 |
APD
|
Air Products and Chemicals Inc | sell | $1K - $15K | Joint |
| Mar 7th, 2025 | Apr 11th, 2025 |
GILD
|
Gilead Sciences Inc | buy | $1K - $15K | Joint |
| Mar 7th, 2025 | Apr 11th, 2025 |
JNJ
|
Johnson & Johnson | sell | $1K - $15K | Joint |
| Mar 6th, 2025 | Apr 11th, 2025 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Joint |
| Mar 6th, 2025 | Apr 11th, 2025 |
AAPL
|
Apple Inc | sell | $1K - $15K | Joint |
| Mar 6th, 2025 | Apr 11th, 2025 |
MA
|
Mastercard Inc | sell | $1K - $15K | Joint |
| Mar 5th, 2025 | Apr 11th, 2025 |
AAPL
|
Apple Inc | sell | $1K - $15K | Joint |
| Mar 5th, 2025 | Apr 11th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Mar 5th, 2025 | Apr 11th, 2025 |
BKNG
|
Booking Holdings Inc | buy | $1K - $15K | Joint |
| Mar 5th, 2025 | Apr 11th, 2025 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Joint |
| Mar 4th, 2025 | Apr 11th, 2025 |
BKNG
|
Booking Holdings Inc | buy | $1K - $15K | Joint |
| Mar 4th, 2025 | Apr 11th, 2025 |
TSM
|
Taiwan Semiconductor Manufacturing Co Ltd | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 11th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 11th, 2025 |
 PYPL
|
PayPal Holdings Inc | sell | $1K - $15K | Joint |
| Feb 28th, 2025 | Mar 7th, 2025 |
GS
|
The Goldman Sachs Group Inc | sell | $1K - $15K | Joint |
| Feb 28th, 2025 | Mar 7th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Feb 27th, 2025 | Mar 7th, 2025 |
KKR
|
KKR & Co Inc | sell | $1K - $15K | Joint |
| Feb 27th, 2025 | Mar 7th, 2025 | — | PARAGON 28 INC | sell | $1K - $15K | Joint |
| Feb 27th, 2025 | Mar 7th, 2025 |
BX
|
Blackstone Group Inc | sell | $1K - $15K | Joint |
| Feb 27th, 2025 | Mar 7th, 2025 |
SQ
|
Block Inc | sell | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 7th, 2025 |
KKR
|
KKR & Co Inc | sell | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 7th, 2025 |
BX
|
Blackstone Group Inc | sell | $1K - $15K | Joint |
| Feb 26th, 2025 | Mar 7th, 2025 |
FISV
|
Fiserv Inc | buy | $1K - $15K | Joint |
| Feb 25th, 2025 | Mar 7th, 2025 |
 VRT
|
Vertiv Holdings Co | sell | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 7th, 2025 |
HD
|
The Home Depot Inc | sell | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 7th, 2025 |
AAPL
|
Apple Inc | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 |
FISV
|
Fiserv Inc | buy | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 | IFNNY | Infineon Technologies AG | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 | NTDOY | Nintendo Co Ltd | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 |
PAYX
|
Paychex Inc | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 |
SNOW
|
Snowflake Inc | buy | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 |
SPOT
|
Spotify Technology S.A | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 |
AAPL
|
Apple Inc | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 | BRK/B | Berkshire Hathaway Inc | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 |
SCHW
|
Schwab (Charles) Corp | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 |
CSCO
|
Cisco Systems Inc | sell | $1K - $15K | Joint |
| Feb 21st, 2025 | Mar 7th, 2025 | DASTY | Dassault Systemes SA | sell | $1K - $15K | Joint |
| Feb 19th, 2025 | Mar 7th, 2025 |
 ICFI
|
ICF International Inc | sell | $1K - $15K | Joint |
| Feb 19th, 2025 | Mar 7th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Feb 14th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Joint |
| Feb 14th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | buy | $500K - $1M | Not Disclosed |
| Feb 14th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Not Disclosed |
| Feb 14th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Joint |
| Feb 14th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | sell | $500K - $1M | Joint |
| Feb 14th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | sell | $250K - $500K | Not Disclosed |
| Feb 14th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Not Disclosed |
| Feb 14th, 2025 | Mar 7th, 2025 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Joint |
| Feb 14th, 2025 | Mar 7th, 2025 |
TSLA
|
Tesla Inc | sell | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 7th, 2025 |
PYPL
|
PayPal Holdings Inc | sell | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 7th, 2025 |
TSLA
|
Tesla Inc | sell | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 7th, 2025 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 7th, 2025 |
DHI
|
D.R. Horton Inc | sell | $1K - $15K | Joint |
| Feb 13th, 2025 | Mar 7th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 7th, 2025 |
SHOP
|
Shopify Inc | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 7th, 2025 |
BABA
|
Alibaba Group Holding Ltd | buy | $1K - $15K | Joint |
| Feb 10th, 2025 | Mar 7th, 2025 | DSCSY | DISCO CORP | buy | $1K - $15K | Joint |
| Feb 10th, 2025 | Mar 7th, 2025 | XNGSY | ENN Energy Holdings Ltd | sell | $1K - $15K | Joint |
| Feb 7th, 2025 | Mar 7th, 2025 |
ABEV
|
Ambev SA | sell | $1K - $15K | Joint |
| Feb 7th, 2025 | Mar 7th, 2025 | DSCSY | DISCO CORP | buy | $1K - $15K | Joint |
| Feb 7th, 2025 | Mar 7th, 2025 | XNGSY | ENN Energy Holdings Ltd | sell | $1K - $15K | Joint |
| Feb 6th, 2025 | Mar 7th, 2025 |
PYPL
|
PayPal Holdings Inc | sell | $1K - $15K | Joint |
| Feb 6th, 2025 | Mar 7th, 2025 |
TWLO
|
Twilio Inc | buy | $1K - $15K | Joint |
| Feb 6th, 2025 | Mar 7th, 2025 |
ABEV
|
Ambev SA | sell | $1K - $15K | Joint |
| Feb 6th, 2025 | Mar 7th, 2025 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 7th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Feb 4th, 2025 | Mar 7th, 2025 |
 TDG
|
TransDigm Group Inc | sell | $1K - $15K | Joint |
| Feb 3rd, 2025 | Mar 7th, 2025 |
SHOP
|
Shopify Inc | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Mar 7th, 2025 |
SBUX
|
Starbucks Corp | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Mar 7th, 2025 |
UNP
|
Union Pacific Corp | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Mar 7th, 2025 |
AAPL
|
Apple Inc | sell | $1K - $15K | Joint |
| Feb 3rd, 2025 | Mar 7th, 2025 |
SQ
|
Block Inc | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Mar 7th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Joint |
| Jan 31st, 2025 | Feb 11th, 2025 |
BABA
|
Alibaba Group Holding Ltd | buy | $1K - $15K | Joint |
| Jan 31st, 2025 | Feb 11th, 2025 |
 ANET
|
Arista Networks Inc | sell | $1K - $15K | Joint |
| Jan 31st, 2025 | Feb 11th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Jan 31st, 2025 | Feb 11th, 2025 |
TWLO
|
Twilio Inc | buy | $1K - $15K | Joint |
| Jan 31st, 2025 | Feb 11th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Jan 31st, 2025 | Feb 11th, 2025 |
ICFI
|
ICF International Inc | sell | $1K - $15K | Joint |
| Jan 31st, 2025 | Feb 11th, 2025 |
MA
|
Mastercard Inc | buy | $1K - $15K | Joint |
| Jan 31st, 2025 | Feb 11th, 2025 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Jan 30th, 2025 | Feb 11th, 2025 |
GLW
|
Corning Inc | buy | $1K - $15K | Joint |
| Jan 30th, 2025 | Feb 11th, 2025 |
MMM
|
3M Co | buy | $1K - $15K | Joint |
| Jan 30th, 2025 | Feb 11th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Jan 30th, 2025 | Feb 11th, 2025 |
 TT
|
Trane Technologies PLC | sell | $1K - $15K | Joint |
| Jan 30th, 2025 | Feb 11th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Jan 30th, 2025 | Feb 11th, 2025 |
MA
|
Mastercard Inc | buy | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
 ETN
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
AVGO
|
Broadcom Inc | sell | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
UBER
|
Uber Technologies Inc | sell | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
UNP
|
Union Pacific Corp | buy | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
ISRG
|
Intuitive Surgical Inc | sell | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
 PWR
|
Quanta Services Inc | sell | $1K - $15K | Joint |
| Jan 29th, 2025 | Feb 11th, 2025 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 11th, 2025 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 11th, 2025 |
ANET
|
Arista Networks Inc | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 11th, 2025 |
AVGO
|
Broadcom Inc | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 11th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 11th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 11th, 2025 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 11th, 2025 |
 ORCL
|
Oracle Corp | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 11th, 2025 |
TSM
|
Taiwan Semiconductor Manufacturing Co Ltd | sell | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 11th, 2025 | CLPBY | Coloplast A/S | buy | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 11th, 2025 |
GLW
|
Corning Inc | buy | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 11th, 2025 |
ABEV
|
Ambev SA | buy | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 11th, 2025 |
CDRE
|
CADRE HOLDINGS INC | buy | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 11th, 2025 |
 FICO
|
Fair Isaac Corporation | sell | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 11th, 2025 | GBOOY | Grupo Financiero Banorte SA De CV Gfnorte | buy | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 11th, 2025 |
MELI
|
MercadoLibre Inc | sell | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 11th, 2025 |
 MRK
|
Merck & Co Inc | sell | $15K - $50K | Joint |
| Jan 24th, 2025 | Feb 11th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Jan 24th, 2025 | Feb 11th, 2025 | ITCI | Intra-Cellular Therapies Inc | sell | $1K - $15K | Joint |
| Jan 24th, 2025 | Feb 11th, 2025 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Jan 24th, 2025 | Feb 11th, 2025 |
 REGN
|
Regeneron Pharmaceuticals Inc | sell | $1K - $15K | Joint |
| Jan 23rd, 2025 | Feb 11th, 2025 |
TT
|
Trane Technologies PLC | sell | $1K - $15K | Joint |
| Jan 23rd, 2025 | Feb 11th, 2025 |
UBER
|
Uber Technologies Inc | sell | $1K - $15K | Joint |
| Jan 23rd, 2025 | Feb 11th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Joint |
| Jan 23rd, 2025 | Feb 11th, 2025 |
ETN
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Jan 23rd, 2025 | Feb 11th, 2025 |
TEL
|
TE Connectivity Ltd | buy | $1K - $15K | Joint |
| Jan 22nd, 2025 | Feb 11th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Joint |
| Jan 22nd, 2025 | Feb 11th, 2025 |
NFLX
|
Netflix Inc | sell | $1K - $15K | Joint |
| Jan 22nd, 2025 | Feb 11th, 2025 |
ORCL
|
Oracle Corp | sell | $1K - $15K | Joint |
| Jan 21st, 2025 | Feb 11th, 2025 |
KO
|
The Coca-Cola Co | buy | $1K - $15K | Joint |
| Jan 21st, 2025 | Feb 11th, 2025 |
MMM
|
3M Co | buy | $1K - $15K | Joint |
| Jan 21st, 2025 | Feb 11th, 2025 |
ISRG
|
Intuitive Surgical Inc | sell | $1K - $15K | Joint |
| Jan 21st, 2025 | Feb 11th, 2025 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Jan 21st, 2025 | Feb 11th, 2025 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Jan 21st, 2025 | Feb 11th, 2025 |
ORCL
|
Oracle Corp | sell | $1K - $15K | Joint |
| Jan 21st, 2025 | Feb 11th, 2025 |
PWR
|
Quanta Services Inc | sell | $1K - $15K | Joint |
| Jan 17th, 2025 | Feb 11th, 2025 | — | INTAPP INC | sell | $1K - $15K | Joint |
| Jan 17th, 2025 | Feb 11th, 2025 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Joint |
| Jan 17th, 2025 | Feb 11th, 2025 | — | PAR TECHNOLOGY CORP | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
KO
|
The Coca-Cola Co | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
DHI
|
D.R. Horton Inc | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
D
|
Dominion Energy Inc | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
BABA
|
Alibaba Group Holding Ltd | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
GOOGL
|
Alphabet Inc | sell | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
TDG
|
TransDigm Group Inc | sell | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 | UNICY | Uni-Charm Corp | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
GMAB
|
Genmab A/S | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
MA
|
Mastercard Inc | sell | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
META
|
Meta Platforms Inc | sell | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
NSRGY
|
Nestle SA, Cham Und Vevey | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
 PANW
|
Palo Alto Networks Inc | sell | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
TLK
|
PT Telekomunikasi Indonesia (Persero) TBK | buy | $1K - $15K | Joint |
| Jan 16th, 2025 | Feb 11th, 2025 |
SHEL
|
Shell PLC | buy | $1K - $15K | Joint |
| Jan 10th, 2025 | Feb 11th, 2025 |
ISRG
|
Intuitive Surgical Inc | sell | $1K - $15K | Joint |
| Jan 8th, 2025 | Feb 11th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 30th, 2024 | Jan 15th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Joint |
| Dec 30th, 2024 | Jan 15th, 2025 |
SQ
|
Block Inc | buy | $1K - $15K | Joint |
| Dec 27th, 2024 | Jan 15th, 2025 | GBOOY | Grupo Financiero Banorte SA De CV Gfnorte | sell | $1K - $15K | Joint |
| Dec 27th, 2024 | Jan 15th, 2025 |
ABEV
|
Ambev SA | sell | $1K - $15K | Joint |
| Dec 27th, 2024 | Jan 15th, 2025 |
CDRE
|
CADRE HOLDINGS INC | sell | $1K - $15K | Joint |
| Dec 27th, 2024 | Jan 15th, 2025 | CLPBY | Coloplast A/S | sell | $1K - $15K | Joint |
| Dec 23rd, 2024 | Jan 15th, 2025 |
ISRG
|
Intuitive Surgical Inc | sell | $1K - $15K | Joint |
| Dec 23rd, 2024 | Jan 15th, 2025 |
TT
|
Trane Technologies PLC | sell | $1K - $15K | Joint |
| Dec 20th, 2024 | Jan 15th, 2025 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Joint |
| Dec 20th, 2024 | Jan 15th, 2025 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Joint |
| Dec 20th, 2024 | Jan 15th, 2025 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Joint |
| Dec 20th, 2024 | Jan 15th, 2025 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Not Disclosed |
| Dec 20th, 2024 | Jan 15th, 2025 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Joint |
| Dec 20th, 2024 | Jan 15th, 2025 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Joint |
| Dec 20th, 2024 | Jan 15th, 2025 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Joint |
| Dec 20th, 2024 | Jan 15th, 2025 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Joint |
| Dec 20th, 2024 | Jan 15th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Joint |
| Dec 19th, 2024 | Jan 15th, 2025 |
AAPL
|
Apple Inc | buy | $1K - $15K | Joint |
| Dec 19th, 2024 | Jan 15th, 2025 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Joint |
| Dec 19th, 2024 | Jan 15th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Joint |
| Dec 18th, 2024 | Jan 15th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 18th, 2024 | Jan 15th, 2025 |
ORCL
|
Oracle Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2024 | Jan 15th, 2025 |
UBER
|
Uber Technologies Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2024 | Jan 15th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
GMAB
|
Genmab A/S | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
BABA
|
Alibaba Group Holding Ltd | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
KO
|
The Coca-Cola Co | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
DHI
|
D.R. Horton Inc | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
D
|
Dominion Energy Inc | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
NSRGY
|
Nestle SA, Cham Und Vevey | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
TLK
|
PT Telekomunikasi Indonesia (Persero) TBK | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 |
SHEL
|
Shell PLC | sell | $1K - $15K | Joint |
| Dec 16th, 2024 | Jan 15th, 2025 | UNICY | Uni-Charm Corp | sell | $1K - $15K | Joint |
| Dec 13th, 2024 | Jan 15th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 13th, 2024 | Jan 15th, 2025 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Joint |
| Dec 13th, 2024 | Jan 15th, 2025 |
UNP
|
Union Pacific Corp | buy | $1K - $15K | Joint |
| Dec 12th, 2024 | Jan 15th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 12th, 2024 | Jan 15th, 2025 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Dec 12th, 2024 | Jan 15th, 2025 |
 GWW
|
Grainger (W.W.) Inc | sell | $1K - $15K | Joint |
| Dec 11th, 2024 | Jan 15th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 11th, 2024 | Jan 15th, 2025 |
ETN
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Dec 10th, 2024 | Jan 15th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 9th, 2024 | Jan 15th, 2025 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 9th, 2024 | Jan 15th, 2025 |
 SNPS
|
Synopsys Inc | sell | $1K - $15K | Joint |
| Dec 9th, 2024 | Jan 15th, 2025 |
UBER
|
Uber Technologies Inc | sell | $1K - $15K | Joint |
| Dec 6th, 2024 | Jan 15th, 2025 |
 GBCI
|
Glacier Bancorp Inc | sell | $1K - $15K | Joint |
| Dec 6th, 2024 | Jan 15th, 2025 |
CDRE
|
CADRE HOLDINGS INC | buy | $1K - $15K | Joint |
| Dec 6th, 2024 | Jan 15th, 2025 |
 PRIM
|
Primoris Services Corp | sell | $1K - $15K | Joint |
| Dec 6th, 2024 | Jan 15th, 2025 |
 PGNY
|
Progyny Inc | sell | $1K - $15K | Joint |
| Dec 6th, 2024 | Jan 15th, 2025 |
SPXC
|
SPX Technologies Inc | sell | $1K - $15K | Joint |
| Dec 6th, 2024 | Jan 15th, 2025 |
 TXRH
|
Texas Roadhouse Inc | sell | $1K - $15K | Joint |
| Dec 6th, 2024 | Jan 15th, 2025 |
THR
|
Thermon Group Holdings Inc | buy | $1K - $15K | Joint |
| Dec 5th, 2024 | Jan 15th, 2025 |
TT
|
Trane Technologies PLC | sell | $1K - $15K | Joint |
| Dec 3rd, 2024 | Jan 15th, 2025 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Nov 29th, 2024 | Dec 6th, 2024 |
REGN
|
Regeneron Pharmaceuticals Inc | sell | $1K - $15K | Joint |
| Nov 27th, 2024 | Dec 6th, 2024 |
NFLX
|
Netflix Inc | sell | $1K - $15K | Joint |
| Nov 27th, 2024 | Dec 6th, 2024 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Nov 27th, 2024 | Dec 6th, 2024 |
VRT
|
Vertiv Holdings Co | sell | $1K - $15K | Joint |
| Nov 26th, 2024 | Dec 6th, 2024 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Nov 26th, 2024 | Dec 6th, 2024 |
D
|
Dominion Energy Inc | buy | $1K - $15K | Joint |
| Nov 26th, 2024 | Dec 6th, 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Nov 25th, 2024 | Dec 6th, 2024 |
ETN
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Nov 22nd, 2024 | Dec 6th, 2024 |
COP
|
ConocoPhillips | sell | $1K - $15K | Joint |
| Nov 22nd, 2024 | Dec 6th, 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Joint |
| Nov 20th, 2024 | Dec 6th, 2024 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Nov 20th, 2024 | Dec 6th, 2024 |
NTRA
|
Natera Inc | buy | $1K - $15K | Joint |
| Nov 19th, 2024 | Dec 6th, 2024 |
REGN
|
Regeneron Pharmaceuticals Inc | sell | $1K - $15K | Joint |
| Nov 19th, 2024 | Dec 6th, 2024 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Nov 19th, 2024 | Dec 6th, 2024 |
 FOXF
|
Fox Factory Holding Corp | sell | $1K - $15K | Joint |
| Nov 19th, 2024 | Dec 6th, 2024 |
KKR
|
KKR & Co Inc | buy | $1K - $15K | Joint |
| Nov 19th, 2024 | Dec 6th, 2024 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Joint |
| Nov 19th, 2024 | Dec 6th, 2024 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Not Disclosed |
| Nov 19th, 2024 | Dec 6th, 2024 |
MSFT
|
Microsoft Corp | sell | $1M - $5M | Not Disclosed |
| Nov 19th, 2024 | Dec 6th, 2024 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Not Disclosed |
| Nov 19th, 2024 | Dec 6th, 2024 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Joint |
| Nov 19th, 2024 | Dec 6th, 2024 |
MSFT
|
Microsoft Corp | buy | $1M - $5M | Joint |
| Nov 15th, 2024 | Dec 6th, 2024 |
MELI
|
MercadoLibre Inc | buy | $1K - $15K | Joint |
| Nov 14th, 2024 | Dec 6th, 2024 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Joint |
| Nov 14th, 2024 | Dec 6th, 2024 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Nov 14th, 2024 | Dec 6th, 2024 |
LLY
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Nov 14th, 2024 | Dec 6th, 2024 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2024 | Dec 6th, 2024 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Joint |
| Nov 13th, 2024 | Dec 6th, 2024 |
SHOP
|
Shopify Inc | buy | $1K - $15K | Joint |
| Nov 12th, 2024 | Dec 6th, 2024 |
NVDA
|
NVIDIA Corporation | sell | $1K - $15K | Joint |
| Nov 12th, 2024 | Dec 6th, 2024 |
CRM
|
salesforce.com Inc | buy | $1K - $15K | Joint |
| Nov 12th, 2024 | Dec 6th, 2024 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Nov 12th, 2024 | Dec 6th, 2024 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Nov 11th, 2024 | Dec 6th, 2024 |
TSLA
|
Tesla Inc | buy | $1K - $15K | Joint |
| Nov 11th, 2024 | Dec 6th, 2024 |
APP
|
APPLOVIN CORP | buy | $1K - $15K | Joint |
| Nov 7th, 2024 | Dec 6th, 2024 |
 HQY
|
HealthEquity Inc | sell | $1K - $15K | Joint |
| Nov 1st, 2024 | Dec 6th, 2024 |
DHI
|
D.R. Horton Inc | buy | $1K - $15K | Joint |
| Oct 31st, 2024 | Nov 7th, 2024 |
GTES
|
Gates Industrial Corp PLC | buy | $1K - $15K | Joint |
| Oct 31st, 2024 | Nov 7th, 2024 |
 ICUI
|
ICU Medical Inc | sell | $1K - $15K | Joint |
| Oct 31st, 2024 | Nov 7th, 2024 |
 ITT
|
ITT Inc | sell | $1K - $15K | Joint |
| Oct 31st, 2024 | Nov 7th, 2024 |
SF
|
Stifel Financial Corp | sell | $1K - $15K | Joint |
| Oct 31st, 2024 | Nov 7th, 2024 |
APPF
|
APPFOLIO INC | sell | $1K - $15K | Joint |
| Oct 31st, 2024 | Nov 7th, 2024 |
TCBI
|
Texas Capital Bancshares Inc | buy | $1K - $15K | Joint |
| Oct 29th, 2024 | Nov 7th, 2024 | TTNDY | Techtronic Industries Co Ltd | buy | $1K - $15K | Joint |
| Oct 28th, 2024 | Nov 7th, 2024 | TTNDY | Techtronic Industries Co Ltd | buy | $1K - $15K | Joint |
| Oct 28th, 2024 | Nov 7th, 2024 | DSCSY | DISCO CORP | buy | $1K - $15K | Joint |
| Oct 25th, 2024 | Nov 7th, 2024 |
EPAC
|
Enerpac Tool Group Corp | buy | $1K - $15K | Joint |
| Oct 25th, 2024 | Nov 7th, 2024 |
 ALG
|
ALAMO GROUP INC | sell | $1K - $15K | Joint |