Kevin Hern R
U.S. Representative · OK01
What they trade
Share of estimated traded dollars (band midpoints), all trades on file. Not a portfolio: holdings come from annual reports in Phase 7.
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Arrows: their buys (▲) and sales (▼) of these stocks, on the day they traded. Drag across the chart to see how they did between two days, worked out the same way as below, next to the same dollars in each index.
How it's worked out: profit = what they hold now − what they held at the start of the range − money they put in + money they took out by selling. % = profit ÷ the average amount they had invested over the range (the value of what they held each day, averaged over the days they held something), so the % always agrees with the $. S&P 500 / Nasdaq-100: the same dollars put into the index on the same days and taken out when they sold, worked out the same way. Estimates: each trade at the middle of its amount band and that day's close; today at live prices. Left out: options, preferred shares and bonds, and sales of shares bought before our data.
By month of the trade. Buys above the line, sells below.
Trades364
144 buys · 206 sells
Estimated volume$18.4M
$8.5M – $28.4M
Typical trade$8K
median band midpoint
Reporting delay22 d
median; average 22 d
Late reports0
trades reported after 45 days
Per year91
113 different tickers
Beats the market?
their buys of the last 3 years vs the S&P 500 and the Nasdaq-100, from the trade date (monthly)| After buying | Buys | Months | Lead vs S&P 500 | Lead vs Nasdaq-100 | Their buys | S&P 500, same days | Random picks vs Nasdaq | Score (SDs above random picks) | Chance it's luck | After testing everyone | Result |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 month | 55 | 13 | +0.5% | +0.7% | +2.1% | +1.5% | +0.4% | 0.48 | 1 in 3 | 100% | No sign |
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| 3 months | 55 | 13 | -0.6% | +0.0% | +5.9% | +6.6% | -0.5% | 0.37 | not ahead of both | 100% | No sign |
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| 6 months | 55 | 13 | -2.2% | -2.2% | +10.3% | +12.6% | -3.4% | 0.42 | not ahead of both | 100% | No sign |
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| 1 year | 55 | 13 | -4.6% | -5.4% | +14.8% | +19.4% | -6.5% | 0.22 | not ahead of both | 100% | No sign |
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| 2 years | 52 | 11 | -8.1% | -16.3% | +34.3% | +42.4% | -16.1% | -0.01 | not ahead of both | 100% | No sign |
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Click a row to see why: the buys behind it and how each did.
Only buys from the last 3 years count. Lead = how far the average buy ran ahead of the index over that time (negative = behind). Score = how many SDs of luck they beat random stocks of the same sector bought on the same days.
"Chance it's luck" = how often a no-information picker scores that high; "not ahead" = behind an index. "Beats the market" needs to be ahead of both indexes,
a score of 3+ and at most 5% after correcting for every horizon and person. "Rough" = fewer than 10 buys, 5 stocks or 5 months: judged against other few-buy people and never flagged.
Last run 2026-09-28: 51 people fully tested, 87 more roughly, 0 flagged. Method: see the Watchlist page and docs/index_beat_test.pdf.
Stocks they hold now 122
≈ $30.5M at today's prices ($17.6M – $43.5M)| Stock | Sector | Type | Shares (est.) | Price now | Today | Value now (est.) | Weight | Avg cost | P/L (trades) | P/L % | Held since | Owner | Based on | Status | Market value (trades) | Shares (from trades) | Change $ | Change % | Realized | Put in | Their trades in it | Their buys / sells | Their lag | First trade | Last trade | Kind | Range | Price at report | Evidence | Confidence | Company | Fund | Price (live) | Today (live) | People | Trades (all officials) | Buys / sells (all officials) | Est. volume | Lag (all officials) | Latest disclosure |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | Technology | Stock | 1,237 | $334 | +1.02% | $413K | 1.4% | — | — | — | Dec 31, 2025 | child | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $243K – $582K | $271.86 | Dec 31, 2025 | 71% | Apple Inc. | — | $333.69 | +1.02% | 81 | 357 | $62.5M | 29d | Oct 03, 2026 | ||
| ABALX AMERICAN BALANCED FUND F2 [MF] | — | Fund / ETF | 4,668 | $40 | +0.40% | $186K | 0.6% | — | — | — | Dec 31, 2025 | Self | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $106K – $266K | $37.49 | Dec 31, 2025 | 81% | — | — | $39.88 | +0.40% | — | — | — | — | — | ||
| ABB Brokerage Investment Account ⇒ AB… | — | Stock | — | — | — | $175K | 0.6% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $100K – $250K | — | Dec 31, 2025 | 81% | ABB Ltd (ABB) | — | — | — | 1 | 1 | $8K | 33d | Jun 13, 2023 | ||
| ACN Accenture plc | Industrials | Stock | 2,795 | $199 | -6.31% | $556K | 1.8% | — | −$99.1K | -14.6% | Oct 15, 2019 | joint | report + trades | Closed | — | — | — | — | −$99.1K | $677K | 26 | 21d | Oct 15, 2019 | Mar 16, 2026 | Stocks | $371K – $741K | $268.30 | Dec 31, 2025 | 71% | Accenture plc | — | $198.90 | -6.31% | 37 | 197 | $11.2M | 31d | Sep 22, 2026 | ||
| ADBE ADOBE INC. | Technology | Stock | 91 | $238 | -1.49% | $21.7K | 0.1% | — | −$158K | -33.8% | Nov 07, 2019 | joint | report + trades | Closed | — | — | — | — | −$158K | $466K | 7 | 16d | Nov 07, 2019 | Aug 14, 2026 | Stocks | $20.5K – $22.9K | $349.99 | Dec 31, 2025 | 71% | ADOBE INC. | — | $237.69 | -1.49% | 31 | 179 | $12.2M | 30d | Sep 22, 2026 | ||
| AGGY WisdomTree Yield Enhanced U.S. Ag… | — | Fund / ETF | 182 | $41 | -0.24% | $7.5K | 0.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $936 – $14K | $44.05 | Dec 31, 2025 | 81% | — | — | $41.17 | -0.24% | — | — | — | — | — | ||
| AGTHX AMERICAN GROWTH FUND OF AMERICA C… | — | Fund / ETF | 932 | $89 | +1.04% | $83.4K | 0.3% | — | — | — | Dec 31, 2025 | Self | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $55.6K – $111K | $80.46 | Dec 31, 2025 | 81% | — | — | $89.48 | +1.04% | — | — | — | — | — | ||
| AIO Virtus Artificial Intelligence & … | — | Stock | 3,448 | $25 | +1.27% | $87.9K | 0.3% | — | −$386 | -4.8% | Jan 11, 2021 | joint, child | report, report + trades | Closed | — | — | — | — | −$386 | $8K | 4 | 25d | Jan 11, 2021 | Sep 14, 2026 | Stocks | $58.6K – $117K | $21.75 | Dec 31, 2025 | 71% | Virtus Artificial Intelligence & Tech… | — | $25.48 | +1.27% | 1 | 3 | $73K | 25d | Sep 28, 2026 | ||
| AMP AMERIPRISE FINANCIAL INC | Financials | Stock | 153 | $491 | -0.79% | $75.1K | 0.2% | $156 | $13.1K | +163.3% | Jul 27, 2020 | joint | report | Held | $13.1K | 27 | $8.9K | +214.00% | $4.2K | $8K | 2 | — | Jul 27, 2020 | Nov 21, 2022 | Stocks | $50.1K – $100K | $490.34 | Dec 31, 2025 | 81% | AMERIPRISE FINANCIAL INC | — | $490.91 | -0.79% | 7 | 45 | $708K | 27d | Jul 21, 2026 | ||
| AMZN AMAZON COM INC | Consumer Discretionary | Stock | 2,383 | $252 | +1.33% | $599K | 2.0% | $112 | $322K | +120.9% | Nov 07, 2019 | joint | report | Held | $580K | 2,305 | $322K | +125.28% | −$661 | $266K | 5 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | $381K – $817K | $230.82 | Dec 31, 2025 | 81% | AMAZON COM INC | — | $251.52 | +1.33% | 77 | 353 | $66.8M | 30d | Sep 22, 2026 | ||
| ARKKETF ARK Innovation ETF | — | Fund / ETF | 104 | $90 | +1.41% | $9.3K | 0.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.2K – $17.5K | $76.92 | Dec 31, 2025 | 81% | ARK Innovation ETF | Disruptive innovation | $89.83 | +1.41% | 1 | 2 | $16K | 818d | Aug 05, 2026 | ||
| ASML ASML HOLDING NV | Industrials | Stock | 164 | $1.9K | +3.25% | $305K | 1.0% | $540 | $184K | +246.0% | Aug 25, 2022 | joint | report | Held | $259K | 139 | $184K | +245.96% | — | $75K | 1 | — | Aug 25, 2022 | Aug 25, 2022 | Stocks | $175K – $436K | $1069.86 | Dec 31, 2025 | 81% | ASML HOLDING NV | — | $1867.31 | +3.25% | 19 | 89 | $1.6M | 26d | Sep 04, 2026 | ||
| BA BOEING CO | Industrials | Stock | 150 | $194 | +0.67% | $29K | 0.1% | — | $6.5K | +40.6% | Apr 09, 2020 | joint | report + trades | Closed | — | — | — | — | $6.5K | $16K | 5 | 19d | Apr 09, 2020 | Aug 13, 2026 | Stocks | $13.4K – $44.6K | $217.12 | Dec 31, 2025 | 71% | BOEING CO | — | $193.56 | +0.67% | 20 | 54 | $5.2M | 43d | Sep 22, 2026 | ||
| BDX BECTON DICKINSON & CO | Health Care | Stock | 12 | $177 | -0.71% | $2.1K | 0.0% | — | −$470 | -5.9% | Apr 09, 2020 | joint | report + trades | Closed | — | — | — | — | −$470 | $8K | 3 | 17d | Apr 09, 2020 | Mar 17, 2026 | Stocks | $975 – $3.3K | $152.57 | Dec 31, 2025 | 71% | BECTON DICKINSON & CO | — | $176.80 | -0.71% | 15 | 74 | $1.8M | 26d | Sep 22, 2026 | ||
| BIIB BIOGEN INC. | Health Care | Stock | 8 | $220 | -1.32% | $1.7K | 0.0% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $215 – $3.2K | $175.99 | Dec 31, 2025 | 71% | BIOGEN INC. | — | $219.88 | -1.32% | 9 | 42 | $436K | 28d | Sep 01, 2026 | ||
| BLK BlackRock, Inc. | Financials | Stock | 140 | $1.1K | -0.44% | $149K | 0.5% | $714 | $20.3K | +41.8% | Oct 15, 2019 | joint | report | Held | $60.8K | 57 | $19.8K | +48.35% | $473 | $48.5K | 4 | 14d | Oct 15, 2019 | Jan 31, 2023 | Stocks | $99K – $198K | $1070.34 | Dec 31, 2025 | 81% | BlackRock, Inc. | — | $1059.63 | -0.44% | 31 | 106 | $2.2M | 31d | Sep 22, 2026 | ||
| BOKF BOK FINANCIAL CORP | Financials | Stock | 274 | $128 | +1.52% | $35.2K | 0.1% | — | — | — | Dec 31, 2025 | Self | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $16.3K – $54.2K | $118.46 | Dec 31, 2025 | 81% | BOK FINANCIAL CORP | — | $128.36 | +1.52% | — | — | — | — | — | ||
| BSX BOSTON SCIENTIFIC CORP | Health Care | Stock | 5,401 | $43 | -1.46% | $230K | 0.8% | $43 | $33.5K | +14.5% | May 20, 2021 | joint, child | report, report + trades | Held | $26K | 611 | −$389 | -1.47% | $33.9K | $232K | 12 | 25d | May 20, 2021 | Sep 09, 2026 | Stocks | $147K – $313K | $95.35 | Dec 31, 2025 | 71% | BOSTON SCIENTIFIC CORP | — | $42.60 | -1.46% | 16 | 128 | $5.4M | 28d | Sep 28, 2026 | ||
| BUD Anheuser-Busch InBev SA/NV | Consumer Staples | Stock | 22 | $73 | +0.56% | $1.6K | 0.0% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $198 – $3K | $64.04 | Dec 31, 2025 | 71% | Anheuser-Busch InBev SA/NV | — | $73.43 | +0.56% | 7 | 13 | $171K | 34d | Sep 01, 2026 | ||
| BYLD iShares Yield Optimized Bond ETF … | — | Fund / ETF | 22 | $21 | -0.03% | $471 | 0.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $0 – $943 | $22.77 | Dec 31, 2025 | 81% | — | — | $21.47 | -0.03% | — | — | — | — | — | ||
| CAIE Brokerage Investment Account ⇒ Ca… | — | Fund / ETF | 6,545 | $27 | +0.70% | $174K | 0.6% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $99.4K – $249K | $26.74 | Dec 31, 2025 | 81% | — | — | $26.59 | +0.70% | — | — | — | — | — | ||
| CARR CARRIER GLOBAL Corp | Industrials | Stock | 24 | $55 | -0.18% | $1.3K | 0.0% | — | — | — | Dec 31, 2025 | joint | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $165 – $2.5K | $52.84 | Dec 31, 2025 | 71% | CARRIER GLOBAL Corp | — | $55.12 | -0.18% | 11 | 66 | $2M | 28d | Sep 22, 2026 | ||
| CB Chubb Ltd | Financials | Stock | 1,251 | $331 | -0.12% | $414K | 1.4% | $182 | $192K | +80.2% | Aug 07, 2019 | joint | report + trades | Held | $424K | 1,280 | $190K | +81.62% | $1.8K | $240K | 7 | 28d | Aug 07, 2019 | Aug 31, 2026 | Stocks | $267K – $561K | $312.12 | Dec 31, 2025 | 71% | Chubb Ltd | — | $330.89 | -0.12% | 22 | 59 | $1.1M | 30d | Sep 28, 2026 | ||
| CDNS CADENCE DESIGN SYSTEMS INC | Technology | Stock | 1,537 | $351 | +0.18% | $540K | 1.8% | $137 | $361K | +150.3% | May 26, 2021 | joint | report + trades | Held | $536K | 1,525 | $326K | +155.74% | $34.4K | $240K | 5 | 20d | May 26, 2021 | Sep 14, 2026 | Stocks | $357K – $723K | $312.58 | Dec 31, 2025 | 71% | CADENCE DESIGN SYSTEMS INC | — | $351.35 | +0.18% | 13 | 67 | $1.2M | 31d | Sep 28, 2026 | ||
| CL COLGATE PALMOLIVE CO | Consumer Staples | Stock | 1,050 | $84 | -0.32% | $88.5K | 0.3% | $70 | $10.4K | +25.7% | Aug 07, 2019 | joint, Self | report + trades, report | Held | $18.9K | 224 | $3.2K | +20.32% | $7.2K | $40.5K | 6 | 27d | Aug 07, 2019 | Sep 02, 2026 | Stocks | $54.4K – $123K | $79.02 | Dec 31, 2025 | 71% | COLGATE PALMOLIVE CO | — | $84.26 | -0.32% | 12 | 91 | $1.3M | 25d | Sep 28, 2026 | ||
| CMCSA COMCAST CORP | Communication | Stock | 1,160 | $22 | -0.60% | $25K | 0.1% | — | −$3K | -18.8% | Oct 15, 2019 | joint | report + trades | Closed | — | — | — | — | −$3K | $16K | 5 | 14d | Oct 15, 2019 | Aug 05, 2026 | Stocks | $11.6K – $38.5K | $28.01 | Dec 31, 2025 | 71% | COMCAST CORP | — | $21.57 | -0.60% | 33 | 151 | $7.4M | 29d | Sep 22, 2026 | ||
| CMI CUMMINS INC | Industrials | Stock | 343 | $528 | +2.19% | $181K | 0.6% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $104K – $259K | $510.45 | Dec 31, 2025 | 81% | CUMMINS INC | — | $528.32 | +2.19% | 13 | 29 | $373K | 31d | May 14, 2026 | ||
| COR Cencora, Inc. | Health Care | Stock | 222 | $309 | -0.24% | $68.6K | 0.2% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $45.8K – $91.5K | $337.75 | Dec 31, 2025 | 81% | Cencora, Inc. | — | $309.05 | -0.24% | 7 | 47 | $2.1M | 33d | Aug 22, 2026 | ||
| COST COSTCO WHOLESALE CORP /NEW | Consumer Discretionary | Stock | 879 | $921 | +0.62% | $809K | 2.7% | $447 | $417K | +104.5% | Nov 07, 2019 | joint | report | Held | $808K | 878 | $416K | +106.12% | $1.1K | $399K | 5 | 22d | Nov 07, 2019 | Jan 12, 2024 | Stocks | $535K – $1.1M | $862.34 | Dec 31, 2025 | 81% | COSTCO WHOLESALE CORP /NEW | — | $920.65 | +0.62% | 33 | 118 | $9.6M | 34d | Sep 22, 2026 | ||
| CR Crane Co | Industrials | Stock | 41 | $208 | +0.91% | $8.5K | 0.0% | — | — | — | Dec 31, 2025 | joint | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $5.7K – $11.4K | $184.43 | Dec 31, 2025 | 71% | Crane Co | — | $208.20 | +0.91% | 1 | 1 | $75K | 28d | Sep 28, 2026 | ||
| CSCO CISCO SYSTEMS, INC. | Technology | Stock | 974 | $112 | +3.56% | $109K | 0.4% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $72.8K – $146K | $77.03 | Dec 31, 2025 | 81% | CISCO SYSTEMS, INC. | — | $112.20 | +3.56% | 28 | 93 | $2.9M | 33d | Sep 22, 2026 | ||
| CSX CSX CORP | Industrials | Stock | 583 | $47 | +1.91% | $27.6K | 0.1% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $17.8K – $37.5K | $36.25 | Dec 31, 2025 | 71% | CSX CORP | — | $47.43 | +1.91% | 13 | 48 | $770K | 24d | Sep 28, 2026 | ||
| CTRA Coterra Energy Inc. (CTRA) [ST] | — | Stock | — | — | — | $40.5K | 0.1% | — | — | — | Dec 31, 2025 | joint, Self | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $16K – $65K | — | Dec 31, 2025 | 81% | Coterra Energy Inc. Common Stock (CTRA) | — | — | — | 5 | 11 | $186K | 31d | Jul 01, 2026 | ||
| CVX CHEVRON CORP | Energy | Stock | 1,132 | $207 | -0.20% | $234K | 0.8% | $113 | $68.2K | +82.2% | Oct 15, 2019 | joint, child, Self | report | Held | $151K | 732 | $68.2K | +82.18% | — | $83K | 2 | — | Oct 15, 2019 | Oct 20, 2021 | Stocks | $129K – $339K | $152.41 | Dec 31, 2025 | 81% | CHEVRON CORP | — | $206.69 | -0.20% | 39 | 120 | $5.8M | 34d | Sep 22, 2026 | ||
| DEO DIAGEO PLC | Consumer Staples | Stock | 2 | $85 | +0.39% | $192 | 0.0% | — | −$3.6K | -45.5% | Oct 15, 2019 | joint | report + trades | Closed | — | — | — | — | −$3.6K | $8K | 2 | 5d | Oct 15, 2019 | Aug 05, 2026 | Stocks | $24 – $360 | $86.27 | Dec 31, 2025 | 71% | DIAGEO PLC | — | $84.75 | +0.39% | 16 | 31 | $505K | 29d | Aug 10, 2026 | ||
| DHR DANAHER CORP /DE/ | Technology | Stock | 902 | $214 | +1.09% | $193K | 0.6% | $175 | $27.9K | +22.6% | Aug 07, 2019 | joint | report + trades | Held | $103K | 481 | $18.7K | +22.21% | $9.2K | $124K | 7 | 26d | Aug 07, 2019 | Sep 02, 2026 | Stocks | $124K – $262K | $228.92 | Dec 31, 2025 | 71% | DANAHER CORP /DE/ | — | $214.06 | +1.09% | 27 | 123 | $3.5M | 30d | Sep 28, 2026 | ||
| DIALETF Columbia Diversified Fixed Income… | — | Fund / ETF | 436 | $17 | -0.06% | $7.5K | 0.0% | $22 | −$6.6K | -20.5% | Jul 07, 2021 | child | report | Held | $25.4K | 1,484 | −$6.6K | -20.50% | — | $32K | 4 | — | Jul 07, 2021 | Oct 06, 2021 | Funds | $935 – $14K | $18.35 | Dec 31, 2025 | 81% | Columbia Diversified Fixed Income All… | Diversified bonds | $17.14 | -0.06% | — | — | — | — | — | ||
| DVN DEVON ENERGY CORP/DE | Energy | Stock | 20,475 | $48 | +1.04% | $976K | 3.2% | — | −$149K | -32.8% | Mar 31, 2021 | joint | report + trades | Closed | — | — | — | — | −$149K | $453K | 32 | 15d | Mar 31, 2021 | Sep 14, 2026 | Stocks | $650K – $1.3M | $36.63 | Dec 31, 2025 | 71% | DEVON ENERGY CORP/DE | — | $47.65 | +1.04% | 11 | 41 | $1.6M | 24d | Sep 28, 2026 | ||
| DYNFETF iShares U.S. Equity Factor Rotati… | — | Fund / ETF | 6,167 | $70 | +0.69% | $431K | 1.4% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $288K – $575K | $60.81 | Dec 31, 2025 | 81% | iShares U.S. Equity Factor Rotation A… | US factor rotation (active) | $69.97 | +0.69% | — | — | — | — | — | ||
| EMR EMERSON ELECTRIC CO | Technology | Stock | 5,943 | $162 | +1.92% | $960K | 3.1% | $94 | $385K | +70.5% | May 18, 2021 | joint | report + trades | Held | $891K | 5,511 | $370K | +71.20% | $14.7K | $546K | 16 | 32d | May 18, 2021 | Sep 14, 2026 | Stocks | $652K – $1.3M | $132.72 | Dec 31, 2025 | 71% | EMERSON ELECTRIC CO | — | $161.61 | +1.92% | 15 | 59 | $1.2M | 26d | Sep 28, 2026 | ||
| ETN Eaton Corp plc | Industrials | Stock | 82 | $436 | -0.27% | $36K | 0.1% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $19.5K – $52.5K | $318.51 | Dec 31, 2025 | 71% | Eaton Corp plc | — | $436.11 | -0.27% | 24 | 82 | $1.1M | 27d | Sep 28, 2026 | ||
| ETV Eaton Vance Tax-Managed Buy-Write… | — | Stock | 37 | $15 | -0.07% | $552 | 0.0% | $16 | −$2.4K | -7.4% | Jul 01, 2021 | child | report + trades | Held | $22.1K | 1,480 | −$1.9K | -8.06% | −$453 | $32.5K | 2 | 20d | Jul 01, 2021 | Sep 08, 2026 | Stocks | $69 – $1K | $14.36 | Dec 31, 2025 | 71% | Eaton Vance Tax-Managed Buy-Write Opp… | — | $14.94 | -0.07% | 1 | 1 | $8K | 20d | Sep 28, 2026 | ||
| EXAS Exact Sciences Corporation (EXAS) [ST] | — | Stock | — | — | — | $8K | 0.0% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $1K – $15K | — | Dec 31, 2025 | 81% | Exact Sciences Corporation (EXAS) | — | — | — | 2 | 10 | $80K | 28d | Apr 03, 2026 | ||
| F FORD MOTOR CO | Consumer Discretionary | Stock | 36 | $12 | -1.39% | $434 | 0.0% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $54 – $814 | $13.12 | Dec 31, 2025 | 71% | FORD MOTOR CO | — | $12.10 | -1.39% | 15 | 73 | $2.6M | 32d | Sep 28, 2026 | ||
| FBNDETF Fidelity Total Bond ETF | — | Fund / ETF | 717 | $43 | -0.18% | $31K | 0.1% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $14.1K – $47.9K | $46.04 | Dec 31, 2025 | 81% | Fidelity Total Bond ETF | US core-plus bonds, active | $43.28 | -0.18% | — | — | — | — | — | ||
| FBSOX Select Enterprise Technology Serv… | — | Fund / ETF | 674 | $45 | -0.38% | $30.1K | 0.1% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $13.9K – $46.3K | $48.19 | Dec 31, 2025 | 81% | — | — | $44.62 | -0.38% | — | — | — | — | — | ||
| FCOMETF Fidelity MSCI Communication Servi… | Communication | Fund / ETF | 109 | $72 | +0.64% | $7.8K | 0.0% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $981 – $14.7K | $73.28 | Dec 31, 2025 | 81% | Fidelity MSCI Communication Services … | US communication services stocks | $71.79 | +0.64% | 1 | 1 | $3M | 76d | Sep 22, 2026 | ||
| FCX FREEPORT-MCMORAN INC | Materials | Stock | 3,446 | $72 | +3.98% | $248K | 0.8% | $44 | $114K | +65.1% | May 18, 2021 | joint | report | Held | $289K | 4,011 | $114K | +65.12% | — | $175K | 1 | — | May 18, 2021 | May 18, 2021 | Stocks | $142K – $355K | $50.79 | Dec 31, 2025 | 81% | FREEPORT-MCMORAN INC | — | $72.04 | +3.98% | 13 | 55 | $514K | 30d | Sep 04, 2026 | ||
| FDISETF Fidelity MSCI Consumer Discretion… | Consumer Discretionary | Fund / ETF | 78 | $96 | +1.15% | $7.5K | 0.0% | $89 | $5.9K | +7.9% | Nov 26, 2021 | child | report | Held | $80.9K | 843 | $5.9K | +7.87% | — | $75K | 1 | — | Nov 26, 2021 | Nov 26, 2021 | Funds | $940 – $14.1K | $102.16 | Dec 31, 2025 | 81% | Fidelity MSCI Consumer Discretionary … | US consumer discretionary stocks | $95.92 | +1.15% | — | — | — | — | — | ||
| FEMSETF First Trust Emerging Markets Smal… | — | Fund / ETF | 190 | $45 | +1.80% | $8.5K | 0.0% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.1K – $16K | $42.10 | Dec 31, 2025 | 81% | First Trust Emerging Markets Small Ca… | Emerging markets small caps | $44.78 | +1.80% | — | — | — | — | — | ||
| FQALETF Fidelity Quality Factor ETF | — | Fund / ETF | 106 | $84 | +0.32% | $8.9K | 0.0% | $50 | $120K | +68.5% | Jul 01, 2021 | child | report | Held | $295K | 3,523 | $120K | +68.48% | — | $175K | 1 | — | Jul 01, 2021 | Jul 01, 2021 | Funds | $1.1K – $16.6K | $75.59 | Dec 31, 2025 | 81% | Fidelity Quality Factor ETF | US quality factor | $83.70 | +0.32% | 2 | 3 | $48.5K | 14d | Aug 20, 2024 | ||
| FRELETF Fidelity MSCI Real Estate Index ETF | Real Estate | Fund / ETF | 298 | $27 | +0.41% | $8.1K | 0.0% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1K – $15.1K | $26.89 | Dec 31, 2025 | 81% | Fidelity MSCI Real Estate Index ETF | US real estate stocks | $27.14 | +0.41% | — | — | — | — | — | ||
| FUTYETF Fidelity MSCI Utilities Index ETF | Utilities | Fund / ETF | 145 | $52 | +0.41% | $7.5K | 0.0% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $934 – $14K | $55.22 | Dec 31, 2025 | 81% | Fidelity MSCI Utilities Index ETF | US utility stocks | $51.52 | +0.41% | — | — | — | — | — | ||
| GARP Brokerage Investment Account ⇒ iS… | — | Fund / ETF | 5,507 | $87 | +0.74% | $477K | 1.6% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $318K – $636K | $68.10 | Dec 31, 2025 | 81% | — | — | $86.64 | +0.74% | — | — | — | — | — | ||
| GOOGL Alphabet Inc. | Technology | Stock | 3,594 | $344 | +1.56% | $1.2M | 4.0% | $135 | $271K | +155.0% | Jul 30, 2021 | joint | report | Held | $446K | 1,299 | $271K | +154.96% | — | $175K | 1 | — | Jul 30, 2021 | Jul 30, 2021 | Stocks | $823K – $1.6M | $313.00 | Dec 31, 2025 | 81% | Alphabet Inc. | — | $343.50 | +1.56% | 54 | 317 | $18.8M | 28d | Sep 22, 2026 | ||
| GPS Gap, Inc. (GPS) [ST] | — | Stock | — | — | — | $8K | 0.0% | — | — | — | Dec 31, 2025 | Self | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $1K – $15K | — | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | ||
| HCN Welltower Inc. (HCN) [ST] | — | Stock | — | — | — | $32.5K | 0.1% | — | — | — | Dec 31, 2025 | Self | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $15K – $50K | — | Dec 31, 2025 | 81% | Welltower Inc. (HCN) | — | — | — | 1 | 1 | $8K | 447d | Jan 13, 2026 | ||
| HD HOME DEPOT, INC. | Consumer Discretionary | Stock | 1,113 | $283 | +0.14% | $315K | 1.0% | $265 | $78.2K | +14.2% | Oct 15, 2019 | joint, Self | report + trades, report | Held | $359K | 1,268 | $22.7K | +6.76% | $55.5K | $550K | 37 | 26d | Oct 15, 2019 | Sep 14, 2026 | Stocks | $206K – $423K | $344.10 | Dec 31, 2025 | 71% | HOME DEPOT, INC. | — | $282.85 | +0.14% | 34 | 204 | $19.8M | 28d | Oct 03, 2026 | ||
| HON HONEYWELL INTERNATIONAL INC | Industrials | Stock | 214 | $214 | +0.09% | $45.9K | 0.2% | $207 | −$31.8K | -5.6% | Aug 07, 2019 | joint | report + trades | Held | $118K | 550 | $4.1K | +3.63% | −$35.9K | $565K | 11 | 21d | Aug 07, 2019 | Aug 31, 2026 | Stocks | $37.3K – $54.5K | $204.60 | Dec 31, 2025 | 71% | HONEYWELL INTERNATIONAL INC | — | $213.99 | +0.09% | 30 | 87 | $2.1M | 31d | Sep 28, 2026 | ||
| HRL HORMEL FOODS CORP /DE/ | Consumer Staples | Stock | 10 | $20 | +1.45% | $207 | 0.0% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $26 – $388 | $23.70 | Dec 31, 2025 | 71% | HORMEL FOODS CORP /DE/ | — | $20.25 | +1.45% | 6 | 34 | $346K | 29d | Sep 01, 2026 | ||
| ICE Intercontinental Exchange, Inc. | Financials | Stock | 463 | $150 | -0.87% | $69.5K | 0.2% | $95 | $1.5K | +9.2% | Feb 14, 2020 | joint | report | Held | $1.5K | 10 | $569 | +58.82% | $902 | $16K | 4 | 14d | Feb 14, 2020 | Jan 31, 2023 | Stocks | $46.4K – $92.7K | $161.96 | Dec 31, 2025 | 81% | Intercontinental Exchange, Inc. | — | $150.15 | -0.87% | 16 | 64 | $4.5M | 31d | Sep 22, 2026 | ||
| ICLR ICON PLC | Health Care | Stock | 2,058 | $162 | +0.12% | $333K | 1.1% | — | −$129K | -43.1% | Aug 07, 2019 | joint | report + trades | Closed | — | — | — | — | −$129K | $299K | 8 | 18d | Aug 07, 2019 | Aug 14, 2026 | Stocks | $222K – $445K | $182.22 | Dec 31, 2025 | 71% | ICON PLC | — | $162.05 | +0.12% | 5 | 8 | $280K | 28d | Sep 01, 2026 | ||
| INTC INTEL CORP | Technology | Stock | 2,033 | $119 | -0.56% | $243K | 0.8% | $47 | −$40.9K | -17.8% | Aug 07, 2019 | joint | report | Held | $107K | 893 | $64.8K | +155.03% | −$106K | $231K | 11 | 15d | Aug 07, 2019 | Dec 31, 2024 | Stocks | $162K – $323K | $36.90 | Dec 31, 2025 | 81% | INTEL CORP | — | $119.33 | -0.56% | 32 | 130 | $9.3M | 28d | Sep 04, 2026 | ||
| IQV IQVIA HOLDINGS INC. | Health Care | Stock | 956 | $258 | -0.96% | $247K | 0.8% | $236 | −$19.9K | -8.6% | May 18, 2021 | joint, child | report, report + trades | Held | $80.1K | 310 | $7K | +9.63% | −$26.9K | $232K | 10 | 19d | May 18, 2021 | Sep 14, 2026 | Stocks | $133K – $361K | $225.41 | Dec 31, 2025 | 71% | IQVIA HOLDINGS INC. | — | $258.21 | -0.96% | 8 | 51 | $881K | 25d | Sep 28, 2026 | ||
| ITW ILLINOIS TOOL WORKS INC | Industrials | Stock | 711 | $263 | +0.80% | $187K | 0.6% | — | $24.9K | +21.5% | Oct 16, 2020 | joint | report + trades | Closed | — | — | — | — | $24.9K | $116K | 7 | 25d | Oct 16, 2020 | Sep 09, 2026 | Stocks | $107K – $267K | $246.30 | Dec 31, 2025 | 71% | ILLINOIS TOOL WORKS INC | — | $262.92 | +0.80% | 15 | 60 | $1.9M | 28d | Sep 28, 2026 | ||
| JCPBETF JPMorgan Core Plus Bond ETF | — | Fund / ETF | 11 | $45 | -0.13% | $471 | 0.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $0 – $941 | $47.35 | Dec 31, 2025 | 81% | JPMorgan Core Plus Bond ETF | US core-plus bonds, active | $44.58 | -0.13% | — | — | — | — | — | ||
| JEPIETF JPMorgan Equity Premium Income ETF | — | Fund / ETF | 3,057 | $56 | +0.30% | $172K | 0.6% | $61 | −$15.2K | -8.0% | Jul 30, 2021 | joint | report | Held | $176K | 3,133 | −$15.2K | -7.97% | — | $191K | 3 | — | Jul 30, 2021 | Oct 06, 2022 | Funds | $98K – $245K | $57.24 | Dec 31, 2025 | 81% | JPMorgan Equity Premium Income ETF | S&P 500 option income | $56.10 | +0.30% | 2 | 2 | $15M | 51d | Dec 19, 2025 | ||
| JNJ JOHNSON & JOHNSON | Health Care | Stock | 362 | $256 | -1.02% | $92.8K | 0.3% | $165 | $167K | +30.2% | Jul 27, 2020 | joint | report | Held | $538K | 2,102 | $192K | +55.34% | −$24.6K | $554K | 17 | 36d | Jul 27, 2020 | Dec 31, 2024 | Stocks | $61.9K – $124K | $206.95 | Dec 31, 2025 | 81% | JOHNSON & JOHNSON | — | $256.03 | -1.02% | 44 | 195 | $4.6M | 29d | Sep 22, 2026 | ||
| JPM JPMORGAN CHASE & CO | Financials | Stock | 2,871 | $332 | -0.24% | $954K | 3.1% | $151 | $665K | +118.4% | Oct 15, 2019 | joint | report | Held | $1.2M | 3,668 | $666K | +120.32% | −$604 | $562K | 17 | 14d | Oct 15, 2019 | Apr 30, 2024 | Stocks | $619K – $1.3M | $322.22 | Dec 31, 2025 | 81% | JPMORGAN CHASE & CO | — | $332.38 | -0.24% | 54 | 230 | $42.6M | 28d | Oct 03, 2026 | ||
| KMB KIMBERLY CLARK CORP | Materials | Stock | 5 | $94 | +0.02% | $474 | 0.0% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $59 – $890 | $100.89 | Dec 31, 2025 | 71% | KIMBERLY CLARK CORP | — | $94.36 | +0.02% | 17 | 87 | $2.8M | 31d | Sep 22, 2026 | ||
| KO COCA COLA CO | Consumer Staples | Stock | 1,277 | $86 | -0.52% | $109K | 0.4% | $56 | $27.3K | +48.4% | Aug 07, 2019 | joint | report + trades | Held | $75.8K | 885 | $26.2K | +52.70% | $1.2K | $56.5K | 5 | 21d | Aug 07, 2019 | Aug 31, 2026 | Stocks | $63.5K – $155K | $69.91 | Dec 31, 2025 | 71% | COCA COLA CO | — | $85.65 | -0.52% | 30 | 100 | $2.1M | 31d | Sep 28, 2026 | ||
| LIN LINDE PLC | Materials | Stock | 922 | $479 | +2.14% | $442K | 1.4% | $262 | $285K | +82.2% | Aug 07, 2019 | joint | report + trades | Held | $558K | 1,164 | $253K | +82.70% | $32.1K | $347K | 14 | 24d | Aug 07, 2019 | Sep 02, 2026 | Stocks | $308K – $577K | $426.39 | Dec 31, 2025 | 71% | LINDE PLC | — | $479.48 | +2.14% | 24 | 85 | $2.7M | 31d | Sep 28, 2026 | ||
| LMT LOCKHEED MARTIN CORP | Industrials | Stock | 808 | $505 | -0.02% | $408K | 1.3% | $378 | $116K | +34.5% | Oct 15, 2019 | joint | report + trades | Held | $382K | 755 | $96.1K | +33.67% | $20.4K | $338K | 16 | 17d | Oct 15, 2019 | Sep 02, 2026 | Stocks | $285K – $532K | $483.67 | Dec 31, 2025 | 71% | LOCKHEED MARTIN CORP | — | $505.41 | -0.02% | 23 | 64 | $1.6M | 32d | Sep 28, 2026 | ||
| LOW LOWES COMPANIES INC | Consumer Discretionary | Stock | 311 | $181 | -0.87% | $56.2K | 0.2% | $128 | $9.7K | +60.6% | Nov 07, 2019 | joint | report + trades | Held | $1.7K | 9 | $492 | +40.91% | $9.2K | $16K | 5 | 14d | Nov 07, 2019 | Sep 02, 2026 | Stocks | $37.5K – $75K | $241.16 | Dec 31, 2025 | 71% | LOWES COMPANIES INC | — | $180.80 | -0.87% | 27 | 112 | $2.1M | 28d | Sep 28, 2026 | ||
| MASI Masimo Corporation - Common Stock… | — | Stock | — | — | — | $500 | 0.0% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $0 – $1K | — | Dec 31, 2025 | 81% | MASIMOCORP | — | — | — | 2 | 2 | $40.5K | 71d | May 14, 2026 | ||
| MCD MCDONALDS CORP | Consumer Discretionary | Stock | 3 | $232 | +0.03% | $759 | 0.0% | $291 | $7.4K | +4.0% | Oct 16, 2020 | joint | report | Held | $7.4K | 32 | −$1.9K | -20.41% | $9.3K | $183K | 4 | 24d | Oct 16, 2020 | Oct 23, 2025 | Stocks | $0 – $1.5K | $305.63 | Dec 31, 2025 | 81% | MCDONALDS CORP | — | $231.89 | +0.03% | 27 | 121 | $7.6M | 32d | Sep 22, 2026 | ||
| MDLZ Mondelez International, Inc. | Consumer Staples | Stock | 21 | $58 | +0.74% | $1.2K | 0.0% | — | $1.7K | +10.6% | Feb 14, 2020 | joint | report + trades | Closed | — | — | — | — | $1.7K | $16K | 5 | 10d | Feb 14, 2020 | Aug 05, 2026 | Stocks | $152 – $2.3K | $53.83 | Dec 31, 2025 | 71% | Mondelez International, Inc. | — | $58.19 | +0.74% | 22 | 83 | $1.3M | 32d | Sep 22, 2026 | ||
| MDT Medtronic plc | Health Care | Stock | 338 | $86 | -0.07% | $29.2K | 0.1% | — | −$48.8K | -21.8% | Nov 07, 2019 | joint | report + trades | Closed | — | — | — | — | −$48.8K | $224K | 8 | 14d | Nov 07, 2019 | Aug 24, 2026 | Stocks | $13.5K – $45K | $96.06 | Dec 31, 2025 | 71% | Medtronic plc | — | $86.38 | -0.07% | 27 | 72 | $2.3M | 39d | Sep 22, 2026 | ||
| MFRFX MFS RESEARCH FUND CL I [MF] | — | Fund / ETF | 1,336 | $61 | +0.70% | $82.1K | 0.3% | — | — | — | Dec 31, 2025 | Self | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $54.8K – $110K | $56.14 | Dec 31, 2025 | 81% | — | — | $61.48 | +0.70% | — | — | — | — | — | ||
| MINTETF PIMCO Enhanced Short Maturity Act… | — | Fund / ETF | 11,212 | $100 | +0.06% | $1.1M | 3.7% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $750K – $1.5M | $100.34 | Dec 31, 2025 | 81% | PIMCO Enhanced Short Maturity Active … | Ultra-short bonds, active | $100.32 | +0.06% | — | — | — | — | — | ||
| MMC Brokerage Investment Account ⇒ Ma… | — | Stock | — | — | — | $383K | 1.3% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $251K – $515K | — | Dec 31, 2025 | 81% | Marsh & McLennan Companies, Inc. Comm… | — | — | — | 14 | 22 | $710K | 30d | Feb 01, 2026 | ||
| MRK Merck & Co., Inc. | Health Care | Stock | 713 | $144 | +0.34% | $103K | 0.3% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $68.5K – $137K | $105.26 | Dec 31, 2025 | 81% | Merck & Co., Inc. | — | $144.30 | +0.34% | 33 | 143 | $3.3M | 28d | Sep 22, 2026 | ||
| MSFT MICROSOFT CORP | Technology | Stock | 708 | $518 | +0.92% | $366K | 1.2% | — | $87.2K | +7.1% | Oct 15, 2019 | joint | report + trades | Closed | — | — | — | — | $87.2K | $1.2M | 22 | 19d | Oct 15, 2019 | Aug 21, 2026 | Stocks | $251K – $482K | $483.62 | Dec 31, 2025 | 71% | MICROSOFT CORP | — | $517.53 | +0.92% | 89 | 564 | $301M | 27d | Oct 03, 2026 | ||
| MUA BLACKROCK MUNIASSETS FUND, INC. | Other | Stock | 71 | $10 | +0.21% | $678 | 0.0% | — | — | — | Dec 31, 2025 | joint | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $452 – $905 | $10.71 | Dec 31, 2025 | 71% | BLACKROCK MUNIASSETS FUND, INC. | — | $9.53 | +0.21% | 1 | 1 | $75K | 17d | Apr 03, 2026 | ||
| NEE NEXTERA ENERGY INC | Utilities | Stock | 5,111 | $77 | +0.63% | $393K | 1.3% | $73 | $28.2K | +4.9% | Jul 27, 2020 | joint | report + trades | Held | $550K | 7,155 | $24K | +4.56% | $4.2K | $570K | 20 | 27d | Jul 27, 2020 | Sep 14, 2026 | Stocks | $272K – $513K | $80.28 | Dec 31, 2025 | 71% | NEXTERA ENERGY INC | — | $76.83 | +0.63% | 35 | 110 | $3.5M | 30d | Sep 28, 2026 | ||
| NKE NIKE, Inc. | Other | Stock | 316 | $34 | -3.64% | $10.7K | 0.0% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $7.2K – $14.3K | $63.71 | Dec 31, 2025 | 71% | NIKE, Inc. | — | $33.87 | -3.64% | 26 | 113 | $3M | 28d | Sep 22, 2026 | ||
| NUMGETF Nuveen ESG Mid-Cap Growth ETF | — | Fund / ETF | 681 | $46 | +0.95% | $31.6K | 0.1% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $14.6K – $48.6K | $47.74 | Dec 31, 2025 | 81% | Nuveen ESG Mid-Cap Growth ETF | US mid cap growth (ESG) | $46.41 | +0.95% | — | — | — | — | — | ||
| NVO NOVO NORDISK A S | Health Care | Stock | 280 | $37 | -0.21% | $10.5K | 0.0% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $9.3K – $11.6K | $50.88 | Dec 31, 2025 | 71% | NOVO NORDISK A S | — | $37.32 | -0.21% | 14 | 49 | $1.7M | 23d | Sep 28, 2026 | ||
| NVS NOVARTIS AG | Health Care | Stock | 26 | $141 | -0.04% | $3.6K | 0.0% | — | $953 | +11.9% | Jul 27, 2020 | Self | report + trades | Closed | — | — | — | — | $953 | $8K | 3 | 23d | Jul 27, 2020 | Aug 27, 2026 | Stocks | $1.7K – $5.5K | $137.87 | Dec 31, 2025 | 71% | NOVARTIS AG | — | $141.00 | -0.04% | 9 | 24 | $591K | 28d | Sep 28, 2026 | ||
| OGE OGE ENERGY CORP. | Utilities | Stock | 761 | $45 | -0.72% | $34.5K | 0.1% | — | — | — | Dec 31, 2025 | Self | report | — | — | — | — | — | — | — | — | — | — | — | Stocks | $15.9K – $53.1K | $42.70 | Dec 31, 2025 | 81% | OGE ENERGY CORP. | — | $45.34 | -0.72% | 2 | 3 | $191K | 41d | Oct 22, 2025 | ||
| OGN Organon & Co. | Health Care | Stock | 526 | $14 | +0.07% | $7.2K | 0.0% | — | — | — | Dec 31, 2025 | joint | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $903 – $13.5K | $7.17 | Dec 31, 2025 | 71% | Organon & Co. | — | $13.72 | +0.07% | 4 | 11 | $137K | 33d | Sep 22, 2026 | ||
| OKE ONEOK INC /NEW/ | Utilities | Stock | 6,361 | $88 | +0.83% | $559K | 1.8% | $47 | $198K | +91.3% | Aug 14, 2019 | joint | report + trades | Held | $307K | 3,489 | $143K | +87.14% | $54.8K | $217K | 26 | 24d | Aug 14, 2019 | Sep 04, 2026 | Stocks | $359K – $759K | $73.50 | Dec 31, 2025 | 71% | ONEOK INC /NEW/ | — | $87.88 | +0.83% | 10 | 28 | $1.3M | 28d | Sep 28, 2026 | ||
| ORLY O REILLY AUTOMOTIVE INC | Consumer Discretionary | Stock | 8,305 | $85 | -0.15% | $705K | 2.3% | $37 | $291K | +130.4% | Nov 07, 2019 | joint | report + trades | Held | $434K | 5,111 | $246K | +131.15% | $45.2K | $224K | 8 | 22d | Nov 07, 2019 | Sep 02, 2026 | Stocks | $483K – $931K | $91.21 | Dec 31, 2025 | 71% | O REILLY AUTOMOTIVE INC | — | $84.90 | -0.15% | 12 | 49 | $2.2M | 31d | Sep 28, 2026 | ||
| PBA PEMBINA PIPELINE CORP | Energy | Stock | 182 | $46 | +1.35% | $8.4K | 0.0% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $3.9K – $12.9K | $38.06 | Dec 31, 2025 | 71% | PEMBINA PIPELINE CORP | — | $45.89 | +1.35% | 2 | 3 | $183K | 31d | Sep 28, 2026 | ||
| PG PROCTER & GAMBLE Co | Consumer Staples | Stock | 523 | $145 | +0.67% | $75.8K | 0.2% | — | $11.8K | +24.3% | Aug 07, 2019 | joint | report + trades | Closed | — | — | — | — | $11.8K | $48.5K | 6 | 14d | Aug 07, 2019 | Aug 24, 2026 | Stocks | $50.6K – $101K | $143.31 | Dec 31, 2025 | 71% | PROCTER & GAMBLE Co | — | $144.91 | +0.67% | 47 | 159 | $7.1M | 29d | Sep 22, 2026 | ||
| PH Parker-Hannifin Corp | Industrials | Stock | 284 | $973 | +0.69% | $277K | 0.9% | $274 | $87.6K | +216.4% | Jul 27, 2020 | joint | report | Held | $120K | 124 | $86.3K | +255.53% | $1.3K | $40.5K | 3 | 14d | Jul 27, 2020 | Jan 31, 2023 | Stocks | $166K – $387K | $878.96 | Dec 31, 2025 | 81% | Parker-Hannifin Corp | — | $972.55 | +0.69% | 16 | 97 | $1.5M | 29d | Sep 22, 2026 | ||
| PLD Prologis, Inc. | Real Estate | Stock | 2 | $129 | +0.57% | $207 | 0.0% | — | — | — | Dec 31, 2025 | joint | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $138 – $276 | $127.66 | Dec 31, 2025 | 71% | Prologis, Inc. | — | $128.91 | +0.57% | 20 | 61 | $1.3M | 26d | Aug 22, 2026 | ||
| PRGS PROGRESS SOFTWARE CORP /MA | Technology | Stock | 1,746 | $37 | +0.87% | $64.4K | 0.2% | — | −$25.8K | -22.3% | May 26, 2021 | joint | report + trades | Closed | — | — | — | — | −$25.8K | $116K | 5 | 23d | May 26, 2021 | Aug 31, 2026 | Stocks | $42.9K – $85.9K | $42.96 | Dec 31, 2025 | 71% | PROGRESS SOFTWARE CORP /MA | — | $36.90 | +0.87% | 3 | 7 | $221K | 34d | Sep 28, 2026 | ||
| PRGSX T. Rowe Price Global Stock Fund (… | — | Fund / ETF | 468 | $87 | +1.70% | $40.5K | 0.1% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $18.7K – $62.2K | $69.51 | Dec 31, 2025 | 81% | — | — | $86.52 | +1.70% | — | — | — | — | — | ||
| PSX Phillips 66 | Energy | Stock | 252 | $265 | +0.13% | $66.6K | 0.2% | $84 | $74.7K | +184.3% | Jul 27, 2020 | joint | report | Held | $107K | 405 | $73.3K | +216.72% | $1.3K | $40.5K | 3 | 14d | Jul 27, 2020 | Jan 31, 2023 | Stocks | $30.8K – $103K | $129.04 | Dec 31, 2025 | 81% | Phillips 66 | — | $264.58 | +0.13% | 9 | 17 | $609K | 31d | Jul 21, 2026 | ||
| PTC PTC INC. | Technology | Stock | 1,005 | $144 | -1.67% | $145K | 0.5% | — | $9.4K | +6.7% | May 26, 2021 | joint | report + trades | Closed | — | — | — | — | $9.4K | $140K | 5 | 24d | May 26, 2021 | Sep 09, 2026 | Stocks | $82.7K – $207K | $174.21 | Dec 31, 2025 | 71% | PTC INC. | — | $144.03 | -1.67% | 9 | 57 | $5.2M | 31d | Sep 28, 2026 | ||
| PWR QUANTA SERVICES, INC. | Industrials | Stock | 889 | $677 | +2.11% | $601K | 2.0% | $118 | $357K | +475.6% | Nov 26, 2021 | joint | report | Held | $432K | 638 | $357K | +475.60% | — | $75K | 1 | — | Nov 26, 2021 | Nov 26, 2021 | Stocks | $401K – $801K | $422.06 | Dec 31, 2025 | 81% | QUANTA SERVICES, INC. | — | $676.56 | +2.11% | 14 | 54 | $756K | 23d | Sep 10, 2026 | ||
| PWV Invesco Dynamic Large Cap Value E… | — | Fund / ETF | 120 | $77 | +0.29% | $9.2K | 0.0% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $1.2K – $17.3K | $66.52 | Dec 31, 2025 | 81% | — | — | $76.68 | +0.29% | — | — | — | — | — | ||
| RA Brookfield Real Assets Income Fund Inc. | — | Fund / ETF | 3,197 | $12 | +0.26% | $37.1K | 0.1% | — | — | — | Dec 31, 2025 | joint | report + trades | — | — | — | — | — | — | — | — | — | — | — | Funds | $30.9K – $43.3K | $12.96 | Dec 31, 2025 | 71% | Brookfield Real Assets Income Fund Inc. | — | $11.61 | +0.26% | 1 | 1 | $32.5K | 28d | Sep 28, 2026 | ||
| ROK ROCKWELL AUTOMATION, INC | Technology | Stock | 2,147 | $454 | +2.69% | $976K | 3.2% | $266 | $387K | +68.9% | Oct 15, 2019 | joint | report + trades | Held | $844K | 1,857 | $351K | +71.05% | $36.8K | $562K | 20 | 30d | Oct 15, 2019 | Sep 14, 2026 | Stocks | $652K – $1.3M | $389.07 | Dec 31, 2025 | 71% | ROCKWELL AUTOMATION, INC | — | $454.35 | +2.69% | 9 | 53 | $903K | 30d | Sep 28, 2026 | ||
| RTX RTX Corp | Industrials | Stock | 17,312 | $185 | -0.18% | $3.2M | 10.5% | $87 | $594K | +112.1% | Jul 27, 2020 | joint | report | Held | $1.1M | 6,044 | $593K | +113.38% | $1.1K | $530K | 13 | 27d | Jul 27, 2020 | Jun 13, 2024 | Stocks | $1.1M – $5.3M | $183.40 | Dec 31, 2025 | 81% | RTX Corp | — | $184.68 | -0.18% | 28 | 69 | $2M | 36d | Sep 22, 2026 | ||
| SBUX STARBUCKS CORP | Consumer Discretionary | Stock | 311 | $95 | -0.18% | $29.5K | 0.1% | — | — | — | Dec 31, 2025 | joint | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $16K – $42.9K | $84.21 | Dec 31, 2025 | 71% | STARBUCKS CORP | — | $94.71 | -0.18% | 28 | 148 | $2.2M | 29d | Sep 28, 2026 | ||
| SPLVETF Invesco S&P 500 Low Volatility ETF | — | Fund / ETF | 112 | $71 | +0.38% | $7.9K | 0.0% | — | — | — | Dec 31, 2025 | child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $994 – $14.9K | $71.42 | Dec 31, 2025 | 81% | Invesco S&P 500 Low Volatility ETF | S&P 500 low volatility | $70.89 | +0.38% | — | — | — | — | — | ||
| SSUS Day Hagan/Ned Davis Rsrch Smrt Se… | — | Fund / ETF | 667 | $57 | +0.72% | $37.7K | 0.1% | — | — | — | Dec 31, 2025 | joint | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $17.4K – $58K | $48.75 | Dec 31, 2025 | 81% | — | — | $56.57 | +0.72% | — | — | — | — | — | ||
| STX Seagate Technology Holdings plc | Technology | Stock | 108 | $849 | -10.21% | $91.4K | 0.3% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $45.1K – $138K | $275.39 | Dec 31, 2025 | 71% | Seagate Technology Holdings plc | — | $848.99 | -10.21% | 8 | 26 | $355K | 31d | Sep 28, 2026 | ||
| SWVXX Schwab Prime Advantage Money Fund… | — | Fund / ETF | 815,002 | $1 | — | $815K | 2.7% | — | — | — | Dec 31, 2025 | Self, child | report | — | — | — | — | — | — | — | — | — | — | — | Funds | $530K – $1.1M | $1.00 | Dec 31, 2025 | 81% | Schwab Value Advantage Money Fund | — | $1.00 | — | 2 | 17 | $54.1M | 43d | Jul 15, 2025 | ||
| TJX TJX COMPANIES INC /DE/ | Consumer Discretionary | Stock | 700 | $133 | -0.68% | $92.9K | 0.3% | — | $37.2K | +91.8% | Jul 27, 2020 | joint, Self | report + trades, report | Closed | — | — | — | — | $37.2K | $40.5K | 7 | 26d | Jul 27, 2020 | Sep 15, 2026 | Stocks | $67.3K – $130K | $153.61 | Dec 31, 2025 | 71% | TJX COMPANIES INC /DE/ | — | $132.68 | -0.68% | 18 | 47 | $1.2M | 29d | Sep 28, 2026 | ||
| TMO THERMO FISHER SCIENTIFIC INC. | Technology | Stock | 259 | $655 | +0.35% | $170K | 0.6% | $459 | $37.7K | +41.4% | Nov 07, 2019 | joint | report | Held | $121K | 184 | $36.1K | +42.69% | $1.6K | $91K | 4 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | $113K – $226K | $579.45 | Dec 31, 2025 | 81% | THERMO FISHER SCIENTIFIC INC. | — | $654.80 | +0.35% | 37 | 139 | $40.5M | 29d | Aug 22, 2026 | ||
| TROW PRICE T ROWE GROUP INC | Financials | Stock | 355 | $105 | -1.14% | $37.2K | 0.1% | — | −$4.6K | -57.9% | Jul 07, 2021 | joint | report + trades | Closed | — | — | — | — | −$4.6K | $8K | 2 | 14d | Jul 07, 2021 | Mar 20, 2026 | Stocks | $32.9K – $41.5K | $102.38 | Dec 31, 2025 | 71% | PRICE T ROWE GROUP INC | — | $104.62 | -1.14% | 5 | 35 | $604K | 29d | Sep 22, 2026 | ||
| TXN TEXAS INSTRUMENTS INC | Technology | Stock | 4,323 | $294 | +4.44% | $1.3M | 4.2% | $161 | $335K | +37.2% | Oct 15, 2019 | joint | report + trades | Held | $479K | 1,629 | $217K | +82.76% | $119K | $901K | 27 | 23d | Oct 15, 2019 | Mar 18, 2026 | Stocks | $847K – $1.7M | $173.49 | Dec 31, 2025 | 71% | TEXAS INSTRUMENTS INC | — | $293.80 | +4.44% | 27 | 158 | $8M | 30d | Sep 22, 2026 | ||
| UNH UNITEDHEALTH GROUP INC | Financials | Stock | 145 | $372 | +1.83% | $53.9K | 0.2% | $422 | −$116K | -21.9% | Sep 02, 2021 | joint | report + trades | Held | $6.6K | 18 | −$889 | -11.87% | −$115K | $530K | 14 | 22d | Sep 02, 2021 | Sep 10, 2026 | Stocks | $42K – $65.9K | $330.11 | Dec 31, 2025 | 71% | UNITEDHEALTH GROUP INC | — | $371.90 | +1.83% | 50 | 231 | $47.6M | 28d | Sep 28, 2026 | ||
| V VISA INC. | Industrials | Stock | 1,091 | $361 | +0.23% | $393K | 1.3% | $222 | $52.2K | +57.3% | Nov 07, 2019 | joint, Self | report | Held | $135K | 375 | $51.9K | +62.32% | $279 | $91K | 4 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | $221K – $566K | $350.71 | Dec 31, 2025 | 81% | VISA INC. | — | $360.66 | +0.23% | 45 | 179 | $11M | 29d | Oct 03, 2026 | ||
| VFC V F CORP | Consumer Discretionary | Stock | 28 | $14 | -0.56% | $397 | 0.0% | — | −$8.9K | -55.7% | Oct 15, 2019 | joint | report | Closed | — | — | — | — | −$8.9K | $16K | 3 | — | Oct 15, 2019 | Nov 21, 2022 | Stocks | $1 – $793 | $18.08 | Dec 31, 2025 | 81% | V F CORP | — | $14.33 | -0.56% | 2 | 4 | $99K | 27d | May 16, 2025 | ||
| VUZI Vuzix Corp | Technology | Stock | 2,117 | $3 | +3.29% | $6.3K | 0.0% | — | −$66K | -50.2% | May 18, 2021 | child | report + trades | Closed | — | — | — | — | −$66K | $132K | 9 | 25d | May 18, 2021 | Sep 03, 2026 | Stocks | $789 – $11.8K | $3.78 | Dec 31, 2025 | 71% | Vuzix Corp | — | $2.98 | +3.29% | 1 | 3 | $24K | 25d | Sep 28, 2026 | ||
| WMB WILLIAMS COMPANIES, INC. | Utilities | Stock | 52,820 | $71 | +1.91% | $3.7M | 12.2% | $18 | $1M | +300.6% | Mar 26, 2020 | joint | report | Held | $1.4M | 19,508 | $1M | +300.59% | — | $344K | 19 | 18d | Mar 26, 2020 | Jun 24, 2024 | Stocks | $1.3M – $6.2M | $60.11 | Dec 31, 2025 | 81% | WILLIAMS COMPANIES, INC. | — | $70.54 | +1.91% | 10 | 30 | $15.8M | 40d | Sep 22, 2026 | ||
| WMT Walmart Inc. | Consumer Discretionary | Stock | 595 | $104 | +0.00% | $62.1K | 0.2% | — | — | — | Dec 31, 2025 | Self | report + trades | — | — | — | — | — | — | — | — | — | — | — | Stocks | $45.8K – $78.3K | $111.41 | Dec 31, 2025 | 71% | Walmart Inc. | — | $104.26 | +0.00% | 35 | 118 | $3.7M | 28d | Sep 28, 2026 | ||
| XOM ExxonMobil Holdings Corp | Energy | Stock | 1,821 | $164 | +0.12% | $299K | 1.0% | $73 | $257K | +113.4% | Aug 07, 2019 | joint | report + trades | Held | $301K | 1,838 | $167K | +123.64% | $90.8K | $227K | 22 | 33d | Aug 07, 2019 | Aug 31, 2026 | Stocks | $171K – $427K | $120.34 | Dec 31, 2025 | 71% | ExxonMobil Holdings Corp | — | $164.01 | +0.12% | 39 | 96 | $2.8M | 35d | Sep 28, 2026 |
Every stock and fund with a price that they hold now, as far as we can tell: their latest financial disclosure (values turned into shares on that day and moved to today's price) plus every trade since; bought after the report, or no report read yet = from trades only. Self, spouse and joint holdings of one stock are one row. Estimates from value bands, never exact; hover a value for its range.
What they own
latest disclosure: values on Dec 31, 2025, stocks moved to today's prices and trades since
Estimated assets
$49.9M – $173M
266 holdings · no debts reported
Assets by report (low – high of the bands)
| Holding | Status | Market value | Shares (from trades) | Avg price | Change $ | Change % | Realized | Total P/L | Put in | Trades | Buys / sells | Lag | First trade | Last trade | Kind | Owner | Value (disclosed) | Range | Shares (disclosed) | Price at report | Basis | Evidence | Confidence | Company | Sector | Fund | Price | Today | People | Trades (all officials) | Buys / sells (all officials) | Est. volume | Lag (all officials) | Latest disclosure |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Firstrike Capital ⇒ Custom Seating, Inc., 40% Interest [OL] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Spouse | $15M | $5M – $25M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| First Financial Corporation, 5% Interest [OL] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Spouse | $15M | $5M – $25M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| WMB Williams Companies, Inc. (WMB) [ST] | Held | $1.4M | 19,508 | $17.61 | $1M | +300.59% | — | $1M+300.6% | $344K | 19 | 18d | Mar 26, 2020 | Jun 24, 2024 | Stocks | joint | $3.7M | $1.3M – $6.2M | 52,820 | $60.11 | report | Dec 31, 2025 | 81% | WILLIAMS COMPANIES, INC. | Utilities | — | $70.54 | +1.91% | 10 | 30 | $15.8M | 40d | Sep 22, 2026 | ||
| RTX Raytheon Technologies Corporation (RTX) [ST] | Held | $1.1M | 6,044 | $86.55 | $593K | +113.38% | $1.1K | $594K+112.1% | $530K | 13 | 27d | Jul 27, 2020 | Jun 13, 2024 | Stocks | joint | $3.2M | $1.1M – $5.3M | 17,312 | $183.40 | report | Dec 31, 2025 | 81% | RTX Corp | Industrials | — | $184.68 | -0.18% | 28 | 69 | $2M | 36d | Sep 22, 2026 | ||
| Schwab Bank [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | joint | $3.2M | $1.1M – $5.3M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital ⇒ CSI Real Estate, LLC., 40% Interest [OL] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Spouse | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital ⇒ CapX Holdings, LLC, 38% Interest [OL] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Spouse | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Brighthouse RILA ⇒ 3 Year Shield 15 S&P500 Index [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| 3 Year Shield 15 S&P500 Index [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Brokerage Investment Account ⇒ MORGAN STANLEY FIN LLC SER A… | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Aviation ⇒ Airplane - 2 [RP] | — | — | — | — | — | — | — | — | — | — | — | — | — | Real estate | Spouse | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Hern for Congress Bank Account ⇒ Hern for Congress Bank Acc… | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Brokerage Investment Account ⇒ RBC 11.25% 30F DUE 10/16/30 [CS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstar Bank-Checking [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL/Mellon Nasdaq® 100 Index [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $3M | $1M – $5M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| TXN Texas Instruments Incorporated (TXN) [ST] | Held | $479K | 1,629 | $160.75 | $217K | +82.76% | $119K | $335K+37.2% | $901K | 27 | 23d | Oct 15, 2019 | Mar 18, 2026 | Stocks | joint | $1.3M | $847K – $1.7M | 4,323 | $173.49 | report + trades (1) | Dec 31, 2025 | 71% | TEXAS INSTRUMENTS INC | Technology | — | $293.80 | +4.44% | 27 | 158 | $8M | 30d | Sep 22, 2026 | ||
| GOOGL Alphabet Inc. - Class A (GOOGL) [ST] | Held | $446K | 1,299 | $134.73 | $271K | +154.96% | — | $271K+155.0% | $175K | 1 | — | Jul 30, 2021 | Jul 30, 2021 | Stocks | joint | $1.2M | $823K – $1.6M | 3,594 | $313.00 | report | Dec 31, 2025 | 81% | Alphabet Inc. | Technology | — | $343.50 | +1.56% | 54 | 317 | $18.8M | 28d | Sep 22, 2026 | ||
| MINTETF PIMCO Enhanced Short Maturity Active Exchange-Traded Fund (… | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $1.1M | $750K – $1.5M | 11,212 | $100.34 | report | Dec 31, 2025 | 81% | PIMCO Enhanced Short Maturity Active … | Funds | Ultra-short bonds, active | $100.32 | +0.06% | — | — | — | — | — | ||
| DVN Devon Energy Corporation (DVN) [ST] | Closed | — | — | — | — | — | −$149K | −$149K-32.8% | $453K | 32 | 15d | Mar 31, 2021 | Sep 14, 2026 | Stocks | joint | $976K | $650K – $1.3M | 20,475 | $36.63 | report + trades (5) | Dec 31, 2025 | 71% | DEVON ENERGY CORP/DE | Energy | — | $47.65 | +1.04% | 11 | 41 | $1.6M | 24d | Sep 28, 2026 | ||
| ROK Rockwell Automation, Inc. (ROK) [ST] | Held | $844K | 1,857 | $265.62 | $351K | +71.05% | $36.8K | $387K+68.9% | $562K | 20 | 30d | Oct 15, 2019 | Sep 14, 2026 | Stocks | joint | $976K | $652K – $1.3M | 2,147 | $389.07 | report + trades (3) | Dec 31, 2025 | 71% | ROCKWELL AUTOMATION, INC | Technology | — | $454.35 | +2.69% | 9 | 53 | $903K | 30d | Sep 28, 2026 | ||
| EMR Emerson Electric Company (EMR) [ST] | Held | $891K | 5,511 | $94.40 | $370K | +71.20% | $14.7K | $385K+70.5% | $546K | 16 | 32d | May 18, 2021 | Sep 14, 2026 | Stocks | joint | $960K | $652K – $1.3M | 5,943 | $132.72 | report + trades (2) | Dec 31, 2025 | 71% | EMERSON ELECTRIC CO | Technology | — | $161.61 | +1.92% | 15 | 59 | $1.2M | 26d | Sep 28, 2026 | ||
| JPM JP Morgan Chase & Co. (JPM) [ST] | Held | $1.2M | 3,668 | $150.86 | $666K | +120.32% | −$604 | $665K+118.4% | $562K | 17 | 14d | Oct 15, 2019 | Apr 30, 2024 | Stocks | joint | $954K | $619K – $1.3M | 2,871 | $322.22 | report | Dec 31, 2025 | 81% | JPMORGAN CHASE & CO | Financials | — | $332.38 | -0.24% | 54 | 230 | $42.6M | 28d | Oct 03, 2026 | ||
| COST Costco Wholesale Corporation (COST) [ST] | Held | $808K | 878 | $446.66 | $416K | +106.12% | $1.1K | $417K+104.5% | $399K | 5 | 22d | Nov 07, 2019 | Jan 12, 2024 | Stocks | joint | $809K | $535K – $1.1M | 879 | $862.34 | report | Dec 31, 2025 | 81% | COSTCO WHOLESALE CORP /NEW | Consumer Discretionary | — | $920.65 | +0.62% | 33 | 118 | $9.6M | 34d | Sep 22, 2026 | ||
| SMARTSTOP SELF STORAG REIT INC CL A [RE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Real estate | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| SWVXX Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $750K | $500K – $1M | 750,000 | $1.00 | report | Dec 31, 2025 | 81% | Schwab Value Advantage Money Fund | Funds | — | $1.00 | — | 2 | 17 | $54.1M | 43d | Jul 15, 2025 | ||
| RBC 11.25% 30F DUE 10/16/30 [CS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL/Mellon Equity Income [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL/Mellon S&P 400® MidCap Index [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL/Mellon US Stock Mkt Index Fund [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL iShares Tactical Growth [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| John Hancock SUL [WU] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Allianz Life Pro Plus Advantage / PIMCO Tactical Balanced [WU] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital ⇒ PSP & Vision Partners [PS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Spouse | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Aviation ⇒ Airplane Hangar [RP] | — | — | — | — | — | — | — | — | — | — | — | — | — | Real estate | Spouse | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Brighthouse RILA ⇒ 3 Year Shield 15 Russell 2000 Index [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| 3 Year Shield 15 Russell 2000 Index, 100% Interest [OT] | — | — | — | — | — | — | — | — | — | — | — | — | — | Other | joint | $750K | $500K – $1M | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| ORLY O'Reilly Automotive, Inc. (ORLY) [ST] | Held | $434K | 5,111 | $36.73 | $246K | +131.15% | $45.2K | $291K+130.4% | $224K | 8 | 22d | Nov 07, 2019 | Sep 02, 2026 | Stocks | joint | $705K | $483K – $931K | 8,305 | $91.21 | report + trades (2) | Dec 31, 2025 | 71% | O REILLY AUTOMOTIVE INC | Consumer Discretionary | — | $84.90 | -0.15% | 12 | 49 | $2.2M | 31d | Sep 28, 2026 | ||
| PWR Brokerage Investment Account ⇒ Quanta Services, Inc. (PWR) [ST] | Held | $432K | 638 | $117.54 | $357K | +475.60% | — | $357K+475.6% | $75K | 1 | — | Nov 26, 2021 | Nov 26, 2021 | Stocks | joint | $601K | $401K – $801K | 889 | $422.06 | report | Dec 31, 2025 | 81% | QUANTA SERVICES, INC. | Industrials | — | $676.56 | +2.11% | 14 | 54 | $756K | 23d | Sep 10, 2026 | ||
| AMZN Amazon.com, Inc. (AMZN) [ST] | Held | $580K | 2,305 | $111.65 | $322K | +125.28% | −$661 | $322K+120.9% | $266K | 5 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | joint | $599K | $381K – $817K | 2,383 | $230.82 | report | Dec 31, 2025 | 81% | AMAZON COM INC | Consumer Discretionary | — | $251.52 | +1.33% | 77 | 353 | $66.8M | 30d | Sep 22, 2026 | ||
| OKE ONEOK, Inc. (OKE) [ST] | Held | $307K | 3,489 | $46.96 | $143K | +87.14% | $54.8K | $198K+91.3% | $217K | 26 | 24d | Aug 14, 2019 | Sep 04, 2026 | Stocks | joint | $559K | $359K – $759K | 6,361 | $73.50 | report + trades (2) | Dec 31, 2025 | 71% | ONEOK INC /NEW/ | Utilities | — | $87.88 | +0.83% | 10 | 28 | $1.3M | 28d | Sep 28, 2026 | ||
| ACN Accenture plc Class A Ordinary Shares (ACN) [ST] | Closed | — | — | — | — | — | −$99.1K | −$99.1K-14.6% | $677K | 26 | 21d | Oct 15, 2019 | Mar 16, 2026 | Stocks | joint | $556K | $371K – $741K | 2,795 | $268.30 | report + trades (1) | Dec 31, 2025 | 71% | Accenture plc | Industrials | — | $198.90 | -6.31% | 37 | 197 | $11.2M | 31d | Sep 22, 2026 | ||
| CDNS Cadence Design Systems, Inc. (CDNS) [ST] | Held | $536K | 1,525 | $137.38 | $326K | +155.74% | $34.4K | $361K+150.3% | $240K | 5 | 20d | May 26, 2021 | Sep 14, 2026 | Stocks | joint | $540K | $357K – $723K | 1,537 | $312.58 | report + trades (2) | Dec 31, 2025 | 71% | CADENCE DESIGN SYSTEMS INC | Technology | — | $351.35 | +0.18% | 13 | 67 | $1.2M | 31d | Sep 28, 2026 | ||
| GARP Brokerage Investment Account ⇒ iShares MSCI USA Quality GAR… | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $477K | $318K – $636K | 5,507 | $68.10 | report | Dec 31, 2025 | 81% | — | — | — | $86.64 | +0.74% | — | — | — | — | — | ||
| LIN Linde plc Ordinary Share (LIN) [ST] | Held | $558K | 1,164 | $262.44 | $253K | +82.70% | $32.1K | $285K+82.2% | $347K | 14 | 24d | Aug 07, 2019 | Sep 02, 2026 | Stocks | joint | $442K | $308K – $577K | 922 | $426.39 | report + trades (2) | Dec 31, 2025 | 71% | LINDE PLC | Materials | — | $479.48 | +2.14% | 24 | 85 | $2.7M | 31d | Sep 28, 2026 | ||
| DYNFETF Brokerage Investment Account ⇒ iShares U.S. Equity Factor R… | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $431K | $288K – $575K | 6,167 | $60.81 | report | Dec 31, 2025 | 81% | iShares U.S. Equity Factor Rotation A… | Funds | US factor rotation (active) | $69.97 | +0.69% | — | — | — | — | — | ||
| CB Chubb Limited (CB) [ST] | Held | $424K | 1,280 | $182.19 | $190K | +81.62% | $1.8K | $192K+80.2% | $240K | 7 | 28d | Aug 07, 2019 | Aug 31, 2026 | Stocks | joint | $414K | $267K – $561K | 1,251 | $312.12 | report + trades (1) | Dec 31, 2025 | 71% | Chubb Ltd | Financials | — | $330.89 | -0.12% | 22 | 59 | $1.1M | 30d | Sep 28, 2026 | ||
| AAPL Apple Inc. (AAPL) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | child | $413K | $243K – $582K | 1,237 | $271.86 | report + trades (2) | Dec 31, 2025 | 71% | Apple Inc. | Technology | — | $333.69 | +1.02% | 81 | 357 | $62.5M | 29d | Oct 03, 2026 | ||
| LMT Lockheed Martin Corporation (LMT) [ST] | Held | $382K | 755 | $378.09 | $96.1K | +33.67% | $20.4K | $116K+34.5% | $338K | 16 | 17d | Oct 15, 2019 | Sep 02, 2026 | Stocks | joint | $408K | $285K – $532K | 808 | $483.67 | report + trades (2) | Dec 31, 2025 | 71% | LOCKHEED MARTIN CORP | Industrials | — | $505.41 | -0.02% | 23 | 64 | $1.6M | 32d | Sep 28, 2026 | ||
| NEE NextEra Energy, Inc. (NEE) [ST] | Held | $550K | 7,155 | $73.48 | $24K | +4.56% | $4.2K | $28.2K+4.9% | $570K | 20 | 27d | Jul 27, 2020 | Sep 14, 2026 | Stocks | joint | $393K | $272K – $513K | 5,111 | $80.28 | report + trades (2) | Dec 31, 2025 | 71% | NEXTERA ENERGY INC | Utilities | — | $76.83 | +0.63% | 35 | 110 | $3.5M | 30d | Sep 28, 2026 | ||
| iShares Trust US Treasury TIPs [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY QUALITY FACTOR ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital, 100% Interest [RP] | — | — | — | — | — | — | — | — | — | — | — | — | — | Real estate | Spouse | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Goldman Sachs MTN 4/29/2030 [CS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| ISHARES TRUST CORE DIVID GWTH [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL/Mellon Information Technology Sec… | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| MMC Brokerage Investment Account ⇒ Marsh & McLennan Companies, … | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | Marsh & McLennan Companies, Inc. Comm… | stock | — | — | — | 14 | 22 | $710K | 30d | Feb 01, 2026 | ||
| MVPIndex [OL] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $375K | $250K – $500K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| MSFT Microsoft Corporation (MSFT) [ST] | Closed | — | — | — | — | — | $87.2K | $87.2K+7.1% | $1.2M | 22 | 19d | Oct 15, 2019 | Aug 21, 2026 | Stocks | joint | $366K | $251K – $482K | 708 | $483.62 | report + trades (1) | Dec 31, 2025 | 71% | MICROSOFT CORP | Technology | — | $517.53 | +0.92% | 89 | 564 | $301M | 27d | Oct 03, 2026 | ||
| V Visa Inc. (V) [ST] | Held | $135K | 375 | $222.20 | $51.9K | +62.32% | $279 | $52.2K+57.3% | $91K | 4 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | joint | $360K | $206K – $514K | 998 | $350.71 | report | Dec 31, 2025 | 81% | VISA INC. | Industrials | — | $360.66 | +0.23% | 45 | 179 | $11M | 29d | Oct 03, 2026 | ||
| ICLR ICON plc - Ordinary Shares (ICLR) [ST] | Closed | — | — | — | — | — | −$129K | −$129K-43.1% | $299K | 8 | 18d | Aug 07, 2019 | Aug 14, 2026 | Stocks | joint | $333K | $222K – $445K | 2,058 | $182.22 | report + trades (2) | Dec 31, 2025 | 71% | ICON PLC | Health Care | — | $162.05 | +0.12% | 5 | 8 | $280K | 28d | Sep 01, 2026 | ||
| HD Home Depot, Inc. (HD) [ST] | Held | $359K | 1,268 | $264.94 | $22.7K | +6.76% | $55.5K | $78.2K+14.2% | $550K | 37 | 26d | Oct 15, 2019 | Sep 14, 2026 | Stocks | joint | $308K | $206K – $411K | 1,090 | $344.10 | report + trades (7) | Dec 31, 2025 | 71% | HOME DEPOT, INC. | Consumer Discretionary | — | $282.85 | +0.14% | 34 | 204 | $19.8M | 28d | Oct 03, 2026 | ||
| ASML ASML Holding N.V. - New York Registry Shares (ASML) [ST] | Held | $259K | 139 | $539.74 | $184K | +245.96% | — | $184K+246.0% | $75K | 1 | — | Aug 25, 2022 | Aug 25, 2022 | Stocks | joint | $305K | $175K – $436K | 164 | $1069.86 | report | Dec 31, 2025 | 81% | ASML HOLDING NV | Industrials | — | $1867.31 | +3.25% | 19 | 89 | $1.6M | 26d | Sep 04, 2026 | ||
| XOM Exxon Mobil Corporation Common Stock (XOM) [ST] | Held | $301K | 1,838 | $73.34 | $167K | +123.64% | $90.8K | $257K+113.4% | $227K | 22 | 33d | Aug 07, 2019 | Aug 31, 2026 | Stocks | joint | $299K | $171K – $427K | 1,821 | $120.34 | report + trades (1) | Dec 31, 2025 | 71% | ExxonMobil Holdings Corp | Energy | — | $164.01 | +0.12% | 39 | 96 | $2.8M | 35d | Sep 28, 2026 | ||
| PH Parker-Hannifin Corporation (PH) [ST] | Held | $120K | 124 | $273.55 | $86.3K | +255.53% | $1.3K | $87.6K+216.4% | $40.5K | 3 | 14d | Jul 27, 2020 | Jan 31, 2023 | Stocks | joint | $277K | $166K – $387K | 284 | $878.96 | report | Dec 31, 2025 | 81% | Parker-Hannifin Corp | Industrials | — | $972.55 | +0.69% | 16 | 97 | $1.5M | 29d | Sep 22, 2026 | ||
| FCX Brokerage Investment Account ⇒ Freeport-McMoRan, Inc. (FCX) [ST] | Held | $289K | 4,011 | $43.63 | $114K | +65.12% | — | $114K+65.1% | $175K | 1 | — | May 18, 2021 | May 18, 2021 | Stocks | joint | $248K | $142K – $355K | 3,446 | $50.79 | report | Dec 31, 2025 | 81% | FREEPORT-MCMORAN INC | Materials | — | $72.04 | +3.98% | 13 | 55 | $514K | 30d | Sep 04, 2026 | ||
| INTC Intel Corporation (INTC) [ST] | Held | $107K | 893 | $46.79 | $64.8K | +155.03% | −$106K | −$40.9K-17.8% | $231K | 11 | 15d | Aug 07, 2019 | Dec 31, 2024 | Stocks | joint | $243K | $162K – $323K | 2,033 | $36.90 | report | Dec 31, 2025 | 81% | INTEL CORP | Technology | — | $119.33 | -0.56% | 32 | 130 | $9.3M | 28d | Sep 04, 2026 | ||
| IQV IQVIA Holdings, Inc. (IQV) [ST] | Held | $80.1K | 310 | $235.54 | $7K | +9.63% | −$26.9K | −$19.9K-8.6% | $232K | 10 | 19d | May 18, 2021 | Sep 14, 2026 | Stocks | joint | $238K | $132K – $344K | 921 | $225.41 | report | Dec 31, 2025 | 81% | IQVIA HOLDINGS INC. | Health Care | — | $258.21 | -0.96% | 8 | 51 | $881K | 25d | Sep 28, 2026 | ||
| BSX Boston Scientific Corporation (BSX) [ST] | Held | $26K | 611 | $43.24 | −$389 | -1.47% | $33.9K | $33.5K+14.5% | $232K | 12 | 25d | May 20, 2021 | Sep 09, 2026 | Stocks | joint | $201K | $134K – $268K | 4,719 | $95.35 | report | Dec 31, 2025 | 81% | BOSTON SCIENTIFIC CORP | Health Care | — | $42.60 | -1.46% | 16 | 128 | $5.4M | 28d | Sep 28, 2026 | ||
| DHR Danaher Corporation (DHR) [ST] | Held | $103K | 481 | $175.16 | $18.7K | +22.21% | $9.2K | $27.9K+22.6% | $124K | 7 | 26d | Aug 07, 2019 | Sep 02, 2026 | Stocks | joint | $193K | $124K – $262K | 902 | $228.92 | report + trades (2) | Dec 31, 2025 | 71% | DANAHER CORP /DE/ | Technology | — | $214.06 | +1.09% | 27 | 123 | $3.5M | 30d | Sep 28, 2026 | ||
| ITW Illinois Tool Works Inc. (ITW) [ST] | Closed | — | — | — | — | — | $24.9K | $24.9K+21.5% | $116K | 7 | 25d | Oct 16, 2020 | Sep 09, 2026 | Stocks | joint | $187K | $107K – $267K | 711 | $246.30 | report + trades (4) | Dec 31, 2025 | 71% | ILLINOIS TOOL WORKS INC | Industrials | — | $262.92 | +0.80% | 15 | 60 | $1.9M | 28d | Sep 28, 2026 | ||
| ABALX AMERICAN BALANCED FUND F2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $186K | $106K – $266K | 4,668 | $37.49 | report | Dec 31, 2025 | 81% | — | — | — | $39.88 | +0.40% | — | — | — | — | — | ||
| CMI Cummins Inc. (CMI) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $181K | $104K – $259K | 343 | $510.45 | report | Dec 31, 2025 | 81% | CUMMINS INC | Industrials | — | $528.32 | +2.19% | 13 | 29 | $373K | 31d | May 14, 2026 | ||
| Firstrike Capital ⇒ Firstar Bank - Checking [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | Spouse | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| INTEGRITY OKLAHOMA MUNICIPAL CL A [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL/Franklin Templeton Global Multise… | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| EVENTIDE GILEAD FUND CLASS I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| ABB Brokerage Investment Account ⇒ ABB Ltd (ABB) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | ABB Ltd (ABB) | stock | — | — | — | 1 | 1 | $8K | 33d | Jun 13, 2023 | ||
| INLAND REAL ESTATE INCOME TR INC COM [RE] | — | — | — | — | — | — | — | — | — | — | — | — | — | Real estate | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL/PIMCO Investment Grade Credit Bond [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FS Specialty Lending Fund - Fs Energy & Power Fund Common [PS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| INVESCO EXCHANGE TRADED FD TR S&P 500 GARP ETF [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| JPMORGAN GLOBAL ALLOCATION CLASS I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| ALGER CAPITAL APPRECIATION CL Z-2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| AMERICAN FUNDAMENTAL INVESTORS CL F2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital ⇒ INFINITY HOME SERVICES, LLC ⇒ INFINITY … | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Spouse | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHOR… | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| JOHN HANCOCK DISCIPLINED VALUE I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS I [PS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital ⇒ Indigo Technology, 30% Interest [DO] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | Spouse | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY DIVIDEND ETF FOR RISING RATES [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIRST EAGLE GLOBAL CLASS I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| AMERICAN AMCAP FUND F2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Jackson National EA ⇒ JNL/First State Global Infrastructure [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $175K | $100K – $250K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| CAIE Brokerage Investment Account ⇒ Calamos Autocallable Income … | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $174K | $99.4K – $249K | 6,545 | $26.74 | report | Dec 31, 2025 | 81% | — | — | — | $26.59 | +0.70% | — | — | — | — | — | ||
| JEPIETF JPMorgan Equity Premium Income ETF (JEPI) [EF] | Held | $176K | 3,133 | $60.96 | −$15.2K | -7.97% | — | −$15.2K-8.0% | $191K | 3 | — | Jul 30, 2021 | Oct 06, 2022 | Funds | joint | $172K | $98K – $245K | 3,057 | $57.24 | report | Dec 31, 2025 | 81% | JPMorgan Equity Premium Income ETF | Funds | S&P 500 option income | $56.10 | +0.30% | 2 | 2 | $15M | 51d | Dec 19, 2025 | ||
| TMO Thermo Fisher Scientific Inc (TMO) [ST] | Held | $121K | 184 | $458.90 | $36.1K | +42.69% | $1.6K | $37.7K+41.4% | $91K | 4 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | joint | $170K | $113K – $226K | 259 | $579.45 | report | Dec 31, 2025 | 81% | THERMO FISHER SCIENTIFIC INC. | Technology | — | $654.80 | +0.35% | 37 | 139 | $40.5M | 29d | Aug 22, 2026 | ||
| T ROWE PRICE BLUE CHIP GROWTH INC [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $150K | $100K – $200K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| BLK BlackRock, Inc. (BLK) [ST] | Held | $60.8K | 57 | $714.29 | $19.8K | +48.35% | $473 | $20.3K+41.8% | $48.5K | 4 | 14d | Oct 15, 2019 | Jan 31, 2023 | Stocks | joint | $149K | $99K – $198K | 140 | $1070.34 | report | Dec 31, 2025 | 81% | BlackRock, Inc. | Financials | — | $1059.63 | -0.44% | 31 | 106 | $2.2M | 31d | Sep 22, 2026 | ||
| PTC PTC Inc. (PTC) [ST] | Closed | — | — | — | — | — | $9.4K | $9.4K+6.7% | $140K | 5 | 24d | May 26, 2021 | Sep 09, 2026 | Stocks | joint | $145K | $82.7K – $207K | 1,005 | $174.21 | report + trades (2) | Dec 31, 2025 | 71% | PTC INC. | Technology | — | $144.03 | -1.67% | 9 | 57 | $5.2M | 31d | Sep 28, 2026 | ||
| KO Coca-Cola Company (KO) [ST] | Held | $75.8K | 885 | $56.09 | $26.2K | +52.70% | $1.2K | $27.3K+48.4% | $56.5K | 5 | 21d | Aug 07, 2019 | Aug 31, 2026 | Stocks | joint | $109K | $63.5K – $155K | 1,277 | $69.91 | report + trades (1) | Dec 31, 2025 | 71% | COCA COLA CO | Consumer Staples | — | $85.65 | -0.52% | 30 | 100 | $2.1M | 31d | Sep 28, 2026 | ||
| CSCO Cisco Systems, Inc. (CSCO) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $109K | $72.8K – $146K | 974 | $77.03 | report | Dec 31, 2025 | 81% | CISCO SYSTEMS, INC. | Technology | — | $112.20 | +3.56% | 28 | 93 | $2.9M | 33d | Sep 22, 2026 | ||
| MRK Merck & Company, Inc. Common Stock (MRK) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $103K | $68.5K – $137K | 713 | $105.26 | report | Dec 31, 2025 | 81% | Merck & Co., Inc. | Health Care | — | $144.30 | +0.34% | 33 | 143 | $3.3M | 28d | Sep 22, 2026 | ||
| CVX Chevron Corporation (CVX) [ST] | Held | $151K | 732 | $113.46 | $68.2K | +82.18% | — | $68.2K+82.2% | $83K | 2 | — | Oct 15, 2019 | Oct 20, 2021 | Stocks | joint | $102K | $67.8K – $136K | 492 | $152.41 | report | Dec 31, 2025 | 81% | CHEVRON CORP | Energy | — | $206.69 | -0.20% | 39 | 120 | $5.8M | 34d | Sep 22, 2026 | ||
| FIDELITY MSCI FINLS INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $97.5K | $45K – $150K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| JNJ Johnson & Johnson (JNJ) [ST] | Held | $538K | 2,102 | $164.82 | $192K | +55.34% | −$24.6K | $167K+30.2% | $554K | 17 | 36d | Jul 27, 2020 | Dec 31, 2024 | Stocks | joint | $92.8K | $61.9K – $124K | 362 | $206.95 | report | Dec 31, 2025 | 81% | JOHNSON & JOHNSON | Health Care | — | $256.03 | -1.02% | 44 | 195 | $4.6M | 29d | Sep 22, 2026 | ||
| STX Seagate Technology PLC - Ordinary Shares (STX) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $91.4K | $45.1K – $138K | 108 | $275.39 | report + trades (1) | Dec 31, 2025 | 71% | Seagate Technology Holdings plc | Technology | — | $848.99 | -10.21% | 8 | 26 | $355K | 31d | Sep 28, 2026 | ||
| CVX Chevron Corporation (CVX) [ST] | Held | $151K | 732 | $113.46 | $68.2K | +82.18% | — | $68.2K+82.2% | $83K | 2 | — | Oct 15, 2019 | Oct 20, 2021 | Stocks | child | $88.2K | $40.7K – $136K | 426 | $152.41 | report | Dec 31, 2025 | 81% | CHEVRON CORP | Energy | — | $206.69 | -0.20% | 39 | 120 | $5.8M | 34d | Sep 22, 2026 | ||
| AIO Virtus AllianzGI Artificial Intelligence & Technology Oppor… | Closed | — | — | — | — | — | −$386 | −$386-4.8% | $8K | 4 | 25d | Jan 11, 2021 | Sep 14, 2026 | Stocks | joint | $87.9K | $58.6K – $117K | 3,448 | $21.75 | report | Dec 31, 2025 | 81% | Virtus Artificial Intelligence & Tech… | stock | — | $25.48 | +1.27% | 1 | 3 | $73K | 25d | Sep 28, 2026 | ||
| AGTHX AMERICAN GROWTH FUND OF AMERICA CL F2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $83.4K | $55.6K – $111K | 932 | $80.46 | report | Dec 31, 2025 | 81% | — | — | — | $89.48 | +1.04% | — | — | — | — | — | ||
| PARNASSUS CORE EQUITY INVESTOR [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $83K | $51K – $115K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| MFRFX MFS RESEARCH FUND CL I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $82.1K | $54.8K – $110K | 1,336 | $56.14 | report | Dec 31, 2025 | 81% | — | — | — | $61.48 | +0.70% | — | — | — | — | — | ||
| CL Colgate-Palmolive Company (CL) [ST] | Held | $18.9K | 224 | $70.03 | $3.2K | +20.32% | $7.2K | $10.4K+25.7% | $40.5K | 6 | 27d | Aug 07, 2019 | Sep 02, 2026 | Stocks | joint | $80K | $53.3K – $107K | 949 | $79.02 | report + trades (4) | Dec 31, 2025 | 71% | COLGATE PALMOLIVE CO | Consumer Staples | — | $84.26 | -0.32% | 12 | 91 | $1.3M | 25d | Sep 28, 2026 | ||
| PG Procter & Gamble Company (PG) [ST] | Closed | — | — | — | — | — | $11.8K | $11.8K+24.3% | $48.5K | 6 | 14d | Aug 07, 2019 | Aug 24, 2026 | Stocks | joint | $75.8K | $50.6K – $101K | 523 | $143.31 | report + trades (2) | Dec 31, 2025 | 71% | PROCTER & GAMBLE Co | Consumer Staples | — | $144.91 | +0.67% | 47 | 159 | $7.1M | 29d | Sep 22, 2026 | ||
| AMP Ameriprise Financial, Inc. (AMP) [ST] | Held | $13.1K | 27 | $156.34 | $8.9K | +214.00% | $4.2K | $13.1K+163.3% | $8K | 2 | — | Jul 27, 2020 | Nov 21, 2022 | Stocks | joint | $75.1K | $50.1K – $100K | 153 | $490.34 | report | Dec 31, 2025 | 81% | AMERIPRISE FINANCIAL INC | Financials | — | $490.91 | -0.79% | 7 | 45 | $708K | 27d | Jul 21, 2026 | ||
| FIRST TR EXCHANGE TRADED FD IV FIRST TR ENHANCED SHORT SHOR… | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI HEALTH CARE INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| GOLDMAN SACHS ABSOLU RETURN TRACKER INSTL [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| AMERICAN SMALLCAP WORLD FUND CL F2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstar Bank - Checking [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| PGIM GLOBAL TOTAL RETURN CL Z [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| AMERICAN SMALLCAP WORLD FUND CL F2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| AMERICAN THE NEW ECONOMY FUND CL F2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| AMERICAN NEW PERSPECTIVE CL F2 [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| PARAMETRIC COMMODITY STRATEGIC INST CL [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $75K | $50K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Schwab Bank [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | child | $73K | $31K – $115K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI MATLS INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $73K | $31K – $115K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIRST EAGLE GLOBAL CLASS I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $73K | $31K – $115K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY DIVIDEND ETF FOR RISING RATES [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $73K | $31K – $115K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| ICE Intercontinental Exchange Inc. (ICE) [ST] | Held | $1.5K | 10 | $94.54 | $569 | +58.82% | $902 | $1.5K+9.2% | $16K | 4 | 14d | Feb 14, 2020 | Jan 31, 2023 | Stocks | joint | $69.5K | $46.4K – $92.7K | 463 | $161.96 | report | Dec 31, 2025 | 81% | Intercontinental Exchange, Inc. | Financials | — | $150.15 | -0.87% | 16 | 64 | $4.5M | 31d | Sep 22, 2026 | ||
| COR Cencora, Inc. Common Stock (COR) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $68.6K | $45.8K – $91.5K | 222 | $337.75 | report | Dec 31, 2025 | 81% | Cencora, Inc. | Health Care | — | $309.05 | -0.24% | 7 | 47 | $2.1M | 33d | Aug 22, 2026 | ||
| PSX Phillips 66 (PSX) [ST] | Held | $107K | 405 | $83.54 | $73.3K | +216.72% | $1.3K | $74.7K+184.3% | $40.5K | 3 | 14d | Jul 27, 2020 | Jan 31, 2023 | Stocks | joint | $66.6K | $30.8K – $103K | 252 | $129.04 | report | Dec 31, 2025 | 81% | Phillips 66 | Energy | — | $264.58 | +0.13% | 9 | 17 | $609K | 31d | Jul 21, 2026 | ||
| SWVXX Schwab Prime Advantage Money Fund- Investor Shares (SWVXX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $65K | $30K – $100K | 65,001 | $1.00 | report | Dec 31, 2025 | 81% | Schwab Value Advantage Money Fund | Funds | — | $1.00 | — | 2 | 17 | $54.1M | 43d | Jul 15, 2025 | ||
| BOSTON PARTNERS ALL CAP VALUE INSTL [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $65K | $30K – $100K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| TJX TJX Companies, Inc. (TJX) [ST] | Closed | — | — | — | — | — | $37.2K | $37.2K+91.8% | $40.5K | 7 | 26d | Jul 27, 2020 | Sep 15, 2026 | Stocks | joint | $64.8K | $54.3K – $86.4K | 488 | $153.61 | report + trades (4) | Dec 31, 2025 | 71% | TJX COMPANIES INC /DE/ | Consumer Discretionary | — | $132.68 | -0.68% | 18 | 47 | $1.2M | 29d | Sep 28, 2026 | ||
| PRGS Progress Software Corporation (PRGS) [ST] | Closed | — | — | — | — | — | −$25.8K | −$25.8K-22.3% | $116K | 5 | 23d | May 26, 2021 | Aug 31, 2026 | Stocks | joint | $64.4K | $42.9K – $85.9K | 1,746 | $42.96 | report + trades (2) | Dec 31, 2025 | 71% | PROGRESS SOFTWARE CORP /MA | Technology | — | $36.90 | +0.87% | 3 | 7 | $221K | 34d | Sep 28, 2026 | ||
| WMT Walmart Inc. (WMT) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $62.1K | $45.8K – $78.3K | 595 | $111.41 | report + trades (1) | Dec 31, 2025 | 71% | Walmart Inc. | Consumer Discretionary | — | $104.26 | +0.00% | 35 | 118 | $3.7M | 28d | Sep 28, 2026 | ||
| LOW Lowe's Companies, Inc. (LOW) [ST] | Held | $1.7K | 9 | $128.31 | $492 | +40.91% | $9.2K | $9.7K+60.6% | $16K | 5 | 14d | Nov 07, 2019 | Sep 02, 2026 | Stocks | joint | $56.2K | $37.5K – $75K | 311 | $241.16 | report + trades (2) | Dec 31, 2025 | 71% | LOWES COMPANIES INC | Consumer Discretionary | — | $180.80 | -0.87% | 27 | 112 | $2.1M | 28d | Sep 28, 2026 | ||
| UNH UnitedHealth Group Incorporated Common Stock (UNH) [ST] | Held | $6.6K | 18 | $421.97 | −$889 | -11.87% | −$115K | −$116K-21.9% | $530K | 14 | 22d | Sep 02, 2021 | Sep 10, 2026 | Stocks | joint | $53.9K | $42K – $65.9K | 145 | $330.11 | report + trades (1) | Dec 31, 2025 | 71% | UNITEDHEALTH GROUP INC | Financials | — | $371.90 | +1.83% | 50 | 231 | $47.6M | 28d | Sep 28, 2026 | ||
| HON Honeywell International Inc. (HON) [ST] | Held | $118K | 550 | $206.50 | $4.1K | +3.63% | −$35.9K | −$31.8K-5.6% | $565K | 11 | 21d | Aug 07, 2019 | Aug 31, 2026 | Stocks | joint | $45.9K | $37.3K – $54.5K | 214 | $204.60 | report + trades (1) | Dec 31, 2025 | 71% | HONEYWELL INTERNATIONAL INC | Industrials | — | $213.99 | +0.09% | 30 | 87 | $2.1M | 31d | Sep 28, 2026 | ||
| CVX Chevron Corporation (CVX) [ST] | Held | $151K | 732 | $113.46 | $68.2K | +82.18% | — | $68.2K+82.2% | $83K | 2 | — | Oct 15, 2019 | Oct 20, 2021 | Stocks | Self | $44.1K | $20.3K – $67.8K | 213 | $152.41 | report | Dec 31, 2025 | 81% | CHEVRON CORP | Energy | — | $206.69 | -0.20% | 39 | 120 | $5.8M | 34d | Sep 22, 2026 | ||
| GOLDMAN SACHS ABSOLU RETURN TRACKER INSTL [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $40.5K | $16K – $65K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| PRGSX T. Rowe Price Global Stock Fund (PRGSX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $40.5K | $18.7K – $62.2K | 468 | $69.51 | report | Dec 31, 2025 | 81% | — | — | — | $86.52 | +1.70% | — | — | — | — | — | ||
| SSUS Day Hagan/Ned Davis Rsrch Smrt Sect ETF (SSUS) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $37.7K | $17.4K – $58K | 667 | $48.75 | report | Dec 31, 2025 | 81% | — | — | — | $56.57 | +0.72% | — | — | — | — | — | ||
| TROW T. Rowe Price Group, Inc. (TROW) [ST] | Closed | — | — | — | — | — | −$4.6K | −$4.6K-57.9% | $8K | 2 | 14d | Jul 07, 2021 | Mar 20, 2026 | Stocks | joint | $37.2K | $32.9K – $41.5K | 355 | $102.38 | report + trades (1) | Dec 31, 2025 | 71% | PRICE T ROWE GROUP INC | Financials | — | $104.62 | -1.14% | 5 | 35 | $604K | 29d | Sep 22, 2026 | ||
| RA BROOKFIELD REAL ASSETS INCOME FUND [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $37.1K | $30.9K – $43.3K | 3,197 | $12.96 | report + trades (1) | Dec 31, 2025 | 71% | Brookfield Real Assets Income Fund Inc. | stock | — | $11.61 | +0.26% | 1 | 1 | $32.5K | 28d | Sep 28, 2026 | ||
| ETN Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $36K | $19.5K – $52.5K | 82 | $318.51 | report + trades (1) | Dec 31, 2025 | 71% | Eaton Corp plc | Industrials | — | $436.11 | -0.27% | 24 | 82 | $1.1M | 27d | Sep 28, 2026 | ||
| BOKF BOK Financial Corporation (BOKF) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $35.2K | $16.3K – $54.2K | 274 | $118.46 | report | Dec 31, 2025 | 81% | BOK FINANCIAL CORP | Financials | — | $128.36 | +1.52% | — | — | — | — | — | ||
| OGE OGE Energy Corp (OGE) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $34.5K | $15.9K – $53.1K | 761 | $42.70 | report | Dec 31, 2025 | 81% | OGE ENERGY CORP. | Utilities | — | $45.34 | -0.72% | 2 | 3 | $191K | 41d | Oct 22, 2025 | ||
| V Visa Inc. (V) [ST] | Held | $135K | 375 | $222.20 | $51.9K | +62.32% | $279 | $52.2K+57.3% | $91K | 4 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | Self | $33.4K | $15.4K – $51.4K | 93 | $350.71 | report | Dec 31, 2025 | 81% | VISA INC. | Industrials | — | $360.66 | +0.23% | 45 | 179 | $11M | 29d | Oct 03, 2026 | ||
| JOHN HANCOCK DISCIPL INED VALUE MID CAP I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| JPM Global Bond Opp Fund [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI HEALTH CARE INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Trinity Financial [PS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI ENERGY INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| JPMORGAN MORTGAGE BACKED SEC CLASS I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| CTRA Coterra Energy Inc. (CTRA) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | Coterra Energy Inc. Common Stock (CTRA) | stock | — | — | — | 5 | 11 | $186K | 31d | Jul 01, 2026 | ||
| JPMORGAN GLOBAL BOND OPPORTUNITIES CL I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| PGIM TOTAL RETURN BOND CL Z [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FRANKLIN INCOME ADVISOR CLASS [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY NASDAQ COMPOSITE INDEX TRACKING STOCK [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| INVESCO OPPENHEIMER INTL GROWTH Y [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI MATLS INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI INDL INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| INVESCO OPPENHEIMER DISC MID CAP GROW Y [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital ⇒ Seven Lakes Ventures [RP] | — | — | — | — | — | — | — | — | — | — | — | — | — | Real estate | Spouse | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| MAINSTAY MACKAY HIGH YIELD MUNI BD CL I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| HCN Welltower Inc. (HCN) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | Welltower Inc. (HCN) | stock | — | — | — | 1 | 1 | $8K | 447d | Jan 13, 2026 | ||
| GLENMEDE SECURED OPTIONS PORTFOLIO I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY SELECT CHEMICALS [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY SELECT IT SERVICES PORTFOLIO [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| PGIM Global Total Return [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY SELECT LEISURE [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| TEMPLETON GLOBAL BOND ADVISOR CLASS [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| TOUCHSTONE SMALL COMPANY FUND INSTL [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| JPMORGAN GLOBAL ALLOCATION CLASS I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| UNDISCOVERED MGRS BEHAVIOR VALUE CL L [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | Self | $32.5K | $15K – $50K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| NUMGETF Nuveen ESG Mid-Cap Growth ETF (NUMG) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $31.6K | $14.6K – $48.6K | 681 | $47.74 | report | Dec 31, 2025 | 81% | Nuveen ESG Mid-Cap Growth ETF | Funds | US mid cap growth (ESG) | $46.41 | +0.95% | — | — | — | — | — | ||
| FBNDETF Fidelity Total Bond ETF (FBND) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $31K | $14.1K – $47.9K | 717 | $46.04 | report | Dec 31, 2025 | 81% | Fidelity Total Bond ETF | Funds | US core-plus bonds, active | $43.28 | -0.18% | — | — | — | — | — | ||
| FBSOX Select Enterprise Technology Services Portfolio (FBSOX) [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $30.1K | $13.9K – $46.3K | 674 | $48.19 | report | Dec 31, 2025 | 81% | — | — | — | $44.62 | -0.38% | — | — | — | — | — | ||
| SBUX Starbucks Corporation (SBUX) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $29.5K | $16K – $42.9K | 311 | $84.21 | report + trades (1) | Dec 31, 2025 | 71% | STARBUCKS CORP | Consumer Discretionary | — | $94.71 | -0.18% | 28 | 148 | $2.2M | 29d | Sep 28, 2026 | ||
| MDT Medtronic plc. Ordinary Shares (MDT) [ST] | Closed | — | — | — | — | — | −$48.8K | −$48.8K-21.8% | $224K | 8 | 14d | Nov 07, 2019 | Aug 24, 2026 | Stocks | joint | $29.2K | $13.5K – $45K | 338 | $96.06 | report + trades (2) | Dec 31, 2025 | 71% | Medtronic plc | Health Care | — | $86.38 | -0.07% | 27 | 72 | $2.3M | 39d | Sep 22, 2026 | ||
| BSX Boston Scientific Corporation (BSX) [ST] | Held | $26K | 611 | $43.24 | −$389 | -1.47% | $33.9K | $33.5K+14.5% | $232K | 12 | 25d | May 20, 2021 | Sep 09, 2026 | Stocks | child | $29K | $13.4K – $44.7K | 682 | $95.35 | report + trades (6) | Dec 31, 2025 | 71% | BOSTON SCIENTIFIC CORP | Health Care | — | $42.60 | -1.46% | 16 | 128 | $5.4M | 28d | Sep 28, 2026 | ||
| BA Boeing Company (BA) [ST] | Closed | — | — | — | — | — | $6.5K | $6.5K+40.6% | $16K | 5 | 19d | Apr 09, 2020 | Aug 13, 2026 | Stocks | joint | $29K | $13.4K – $44.6K | 150 | $217.12 | report + trades (2) | Dec 31, 2025 | 71% | BOEING CO | Industrials | — | $193.56 | +0.67% | 20 | 54 | $5.2M | 43d | Sep 22, 2026 | ||
| TJX TJX Companies, Inc. (TJX) [ST] | Closed | — | — | — | — | — | $37.2K | $37.2K+91.8% | $40.5K | 7 | 26d | Jul 27, 2020 | Sep 15, 2026 | Stocks | Self | $28.1K | $13K – $43.2K | 212 | $153.61 | report | Dec 31, 2025 | 81% | TJX COMPANIES INC /DE/ | Consumer Discretionary | — | $132.68 | -0.68% | 18 | 47 | $1.2M | 29d | Sep 28, 2026 | ||
| CSX CSX Corporation (CSX) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $27.6K | $17.8K – $37.5K | 583 | $36.25 | report + trades (2) | Dec 31, 2025 | 71% | CSX CORP | Industrials | — | $47.43 | +1.91% | 13 | 48 | $770K | 24d | Sep 28, 2026 | ||
| CMCSA Comcast Corporation - Class A (CMCSA) [ST] | Closed | — | — | — | — | — | −$3K | −$3K-18.8% | $16K | 5 | 14d | Oct 15, 2019 | Aug 05, 2026 | Stocks | joint | $25K | $11.6K – $38.5K | 1,160 | $28.01 | report + trades (2) | Dec 31, 2025 | 71% | COMCAST CORP | Communication | — | $21.57 | -0.60% | 33 | 151 | $7.4M | 29d | Sep 22, 2026 | ||
| Firstar Bank-Checking [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | child | $24K | $3K – $45K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| ADBE Adobe Inc. (ADBE) [ST] | Closed | — | — | — | — | — | −$158K | −$158K-33.8% | $466K | 7 | 16d | Nov 07, 2019 | Aug 14, 2026 | Stocks | joint | $21.7K | $20.5K – $22.9K | 91 | $349.99 | report + trades (1) | Dec 31, 2025 | 71% | ADOBE INC. | Technology | — | $237.69 | -1.49% | 31 | 179 | $12.2M | 30d | Sep 22, 2026 | ||
| NUVEEN NWQ FLEXIBLE INCOME CL I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $16K | $2K – $30K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| NKE Nike, Inc. (NKE) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $10.7K | $7.2K – $14.3K | 316 | $63.71 | report + trades (1) | Dec 31, 2025 | 71% | NIKE, Inc. | Other | — | $33.87 | -3.64% | 26 | 113 | $3M | 28d | Sep 22, 2026 | ||
| NVO Novo Nordisk A/S (NVO) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $10.5K | $9.3K – $11.6K | 280 | $50.88 | report + trades (2) | Dec 31, 2025 | 71% | NOVO NORDISK A S | Health Care | — | $37.32 | -0.21% | 14 | 49 | $1.7M | 23d | Sep 28, 2026 | ||
| ARKKETF ARK Innovation ETF (ARKK) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $9.3K | $1.2K – $17.5K | 104 | $76.92 | report | Dec 31, 2025 | 81% | ARK Innovation ETF | Funds | Disruptive innovation | $89.83 | +1.41% | 1 | 2 | $16K | 818d | Aug 05, 2026 | ||
| PWV Invesco Dynamic Large Cap Value ETF (PWV) [ET] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $9.2K | $1.2K – $17.3K | 120 | $66.52 | report | Dec 31, 2025 | 81% | — | — | — | $76.68 | +0.29% | — | — | — | — | — | ||
| IQV IQVIA Holdings, Inc. (IQV) [ST] | Held | $80.1K | 310 | $235.54 | $7K | +9.63% | −$26.9K | −$19.9K-8.6% | $232K | 10 | 19d | May 18, 2021 | Sep 14, 2026 | Stocks | child | $9.2K | $1.1K – $17.2K | 35 | $225.41 | report + trades (4) | Dec 31, 2025 | 71% | IQVIA HOLDINGS INC. | Health Care | — | $258.21 | -0.96% | 8 | 51 | $881K | 25d | Sep 28, 2026 | ||
| FQALETF Fidelity Quality Factor ETF (FQAL) [ST] | Held | $295K | 3,523 | $49.68 | $120K | +68.48% | — | $120K+68.5% | $175K | 1 | — | Jul 01, 2021 | Jul 01, 2021 | Funds | child | $8.9K | $1.1K – $16.6K | 106 | $75.59 | report | Dec 31, 2025 | 81% | Fidelity Quality Factor ETF | Funds | US quality factor | $83.70 | +0.32% | 2 | 3 | $48.5K | 14d | Aug 20, 2024 | ||
| CL Colgate-Palmolive Company (CL) [ST] | Held | $18.9K | 224 | $70.03 | $3.2K | +20.32% | $7.2K | $10.4K+25.7% | $40.5K | 6 | 27d | Aug 07, 2019 | Sep 02, 2026 | Stocks | Self | $8.5K | $1.1K – $16K | 101 | $79.02 | report | Dec 31, 2025 | 81% | COLGATE PALMOLIVE CO | Consumer Staples | — | $84.26 | -0.32% | 12 | 91 | $1.3M | 25d | Sep 28, 2026 | ||
| CR Crane Co. (CR) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $8.5K | $5.7K – $11.4K | 41 | $184.43 | report + trades (1) | Dec 31, 2025 | 71% | Crane Co | Industrials | — | $208.20 | +0.91% | 1 | 1 | $75K | 28d | Sep 28, 2026 | ||
| FEMSETF First Trust Emerging Markets Small Cap AlphaDEX Fund (FEMS) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8.5K | $1.1K – $16K | 190 | $42.10 | report | Dec 31, 2025 | 81% | First Trust Emerging Markets Small Ca… | Funds | Emerging markets small caps | $44.78 | +1.80% | — | — | — | — | — | ||
| PBA Pembina Pipeline Corp. Ordinary Shares (PBA) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $8.4K | $3.9K – $12.9K | 182 | $38.06 | report + trades (1) | Dec 31, 2025 | 71% | PEMBINA PIPELINE CORP | Energy | — | $45.89 | +1.35% | 2 | 3 | $183K | 31d | Sep 28, 2026 | ||
| FRELETF Fidelity MSCI Real Estate Index ETF (FREL) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8.1K | $1K – $15.1K | 298 | $26.89 | report | Dec 31, 2025 | 81% | Fidelity MSCI Real Estate Index ETF | Real Estate | US real estate stocks | $27.14 | +0.41% | — | — | — | — | — | ||
| Mainstay Mackay high yield muni fund [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| PARAMETRIC COMMODITY STRATEGIC INST CL [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| CTRA Coterra Energy Inc. (CTRA) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | Coterra Energy Inc. Common Stock (CTRA) | stock | — | — | — | 5 | 11 | $186K | 31d | Jul 01, 2026 | ||
| VIRTUS SEIX HIGH YIELD CL I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| GPS Gap, Inc. (GPS) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | ||
| PIMCO INCOME FUND INSTITUTIONAL FUND [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| EVENTIDE GILEAD FUND CLASS I [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Schwab Bank [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | Self | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Aviation ⇒ Firstar Bank - Checking [BA] | — | — | — | — | — | — | — | — | — | — | — | — | — | Cash & deposits | Spouse | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY TOTAL BOND ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| BLACKROCK STRATEGIC INCOME OPPRTSI INSTL [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| EXAS Exact Sciences Corporation (EXAS) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | Exact Sciences Corporation (EXAS) | stock | — | — | — | 2 | 10 | $80K | 28d | Apr 03, 2026 | ||
| DOUBLELINE TOTAL RT BOND FD CL N [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| FIDELITY MSCI CONSUMER STAPLES INDEX ETF [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| JPM Global Allocation Fund [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| MMC Marsh & McLennan Companies, Inc. (MMC) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | Marsh & McLennan Companies, Inc. Comm… | stock | — | — | — | 14 | 22 | $710K | 30d | Feb 01, 2026 | ||
| JPM Global Bond Opp Fund [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| INVESCO EXCHANGE TRADED FD TR DYNMC LRG VALU [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| INVESCO EXCHANGE-TRADED FD TR S&P500 LOW VOL [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| LOOMIS SAYLES CORE PLUS BOND FUND CL Y [MF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $8K | $1K – $15K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| SPLVETF Invesco S&P 500 Low Volatility ETF (SPLV) [ET] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $7.9K | $994 – $14.9K | 112 | $71.42 | report | Dec 31, 2025 | 81% | Invesco S&P 500 Low Volatility ETF | Funds | S&P 500 low volatility | $70.89 | +0.38% | — | — | — | — | — | ||
| FCOMETF Fidelity MSCI Communication Services Index ETF (FCOM) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $7.8K | $981 – $14.7K | 109 | $73.28 | report | Dec 31, 2025 | 81% | Fidelity MSCI Communication Services … | Communication | US communication services stocks | $71.79 | +0.64% | 1 | 1 | $3M | 76d | Sep 22, 2026 | ||
| FDISETF Fidelity MSCI Consumer Discretionary Index ETF (FDIS) [ST] | Held | $80.9K | 843 | $88.92 | $5.9K | +7.87% | — | $5.9K+7.9% | $75K | 1 | — | Nov 26, 2021 | Nov 26, 2021 | Funds | child | $7.5K | $940 – $14.1K | 78 | $102.16 | report | Dec 31, 2025 | 81% | Fidelity MSCI Consumer Discretionary … | Consumer Discretionary | US consumer discretionary stocks | $95.92 | +1.15% | — | — | — | — | — | ||
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund (AGGY) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $7.5K | $936 – $14K | 182 | $44.05 | report | Dec 31, 2025 | 81% | — | — | — | $41.17 | -0.24% | — | — | — | — | — | ||
| DIALETF Columbia Diversified Fixed Income Allocation ETF (DIAL) [ST] | Held | $25.4K | 1,484 | $21.56 | −$6.6K | -20.50% | — | −$6.6K-20.5% | $32K | 4 | — | Jul 07, 2021 | Oct 06, 2021 | Funds | child | $7.5K | $935 – $14K | 436 | $18.35 | report | Dec 31, 2025 | 81% | Columbia Diversified Fixed Income All… | Funds | Diversified bonds | $17.14 | -0.06% | — | — | — | — | — | ||
| FUTYETF Fidelity MSCI Utilities Index ETF (FUTY) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | child | $7.5K | $934 – $14K | 145 | $55.22 | report | Dec 31, 2025 | 81% | Fidelity MSCI Utilities Index ETF | Utilities | US utility stocks | $51.52 | +0.41% | — | — | — | — | — | ||
| OGN Brokerage Investment Account ⇒ Organon & Co. (OGN) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $7.2K | $903 – $13.5K | 526 | $7.17 | report + trades (1) | Dec 31, 2025 | 71% | Organon & Co. | Health Care | — | $13.72 | +0.07% | 4 | 11 | $137K | 33d | Sep 22, 2026 | ||
| HD Home Depot, Inc. (HD) [ST] | Held | $359K | 1,268 | $264.94 | $22.7K | +6.76% | $55.5K | $78.2K+14.2% | $550K | 37 | 26d | Oct 15, 2019 | Sep 14, 2026 | Stocks | Self | $6.6K | $823 – $12.3K | 23 | $344.10 | report | Dec 31, 2025 | 81% | HOME DEPOT, INC. | Consumer Discretionary | — | $282.85 | +0.14% | 34 | 204 | $19.8M | 28d | Oct 03, 2026 | ||
| VUZI Vuzix Corporation (VUZI) [ST] | Closed | — | — | — | — | — | −$66K | −$66K-50.2% | $132K | 9 | 25d | May 18, 2021 | Sep 03, 2026 | Stocks | child | $6.3K | $789 – $11.8K | 2,117 | $3.78 | report + trades (2) | Dec 31, 2025 | 71% | Vuzix Corp | Technology | — | $2.98 | +3.29% | 1 | 3 | $24K | 25d | Sep 28, 2026 | ||
| NVS Novartis AG (NVS) [ST] | Closed | — | — | — | — | — | $953 | $953+11.9% | $8K | 3 | 23d | Jul 27, 2020 | Aug 27, 2026 | Stocks | Self | $3.6K | $1.7K – $5.5K | 26 | $137.87 | report + trades (1) | Dec 31, 2025 | 71% | NOVARTIS AG | Health Care | — | $141.00 | -0.04% | 9 | 24 | $591K | 28d | Sep 28, 2026 | ||
| BDX Becton, Dickinson and Company (BDX) [ST] | Closed | — | — | — | — | — | −$470 | −$470-5.9% | $8K | 3 | 17d | Apr 09, 2020 | Mar 17, 2026 | Stocks | joint | $2.1K | $975 – $3.3K | 12 | $152.57 | report + trades (1) | Dec 31, 2025 | 71% | BECTON DICKINSON & CO | Health Care | — | $176.80 | -0.71% | 15 | 74 | $1.8M | 26d | Sep 22, 2026 | ||
| BIIB Biogen Inc. (BIIB) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $1.7K | $215 – $3.2K | 8 | $175.99 | report + trades (1) | Dec 31, 2025 | 71% | BIOGEN INC. | Health Care | — | $219.88 | -1.32% | 9 | 42 | $436K | 28d | Sep 01, 2026 | ||
| BUD Anheuser-Busch Inbev SA Sponsored ADR (BUD) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $1.6K | $198 – $3K | 22 | $64.04 | report + trades (1) | Dec 31, 2025 | 71% | Anheuser-Busch InBev SA/NV | Consumer Staples | — | $73.43 | +0.56% | 7 | 13 | $171K | 34d | Sep 01, 2026 | ||
| CARR Carrier Global Corporation (CARR) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $1.3K | $165 – $2.5K | 24 | $52.84 | report + trades (1) | Dec 31, 2025 | 71% | CARRIER GLOBAL Corp | Industrials | — | $55.12 | -0.18% | 11 | 66 | $2M | 28d | Sep 22, 2026 | ||
| MDLZ Mondelez International, Inc. - Class A (MDLZ) [ST] | Closed | — | — | — | — | — | $1.7K | $1.7K+10.6% | $16K | 5 | 10d | Feb 14, 2020 | Aug 05, 2026 | Stocks | joint | $1.2K | $152 – $2.3K | 21 | $53.83 | report + trades (1) | Dec 31, 2025 | 71% | Mondelez International, Inc. | Consumer Staples | — | $58.19 | +0.74% | 22 | 83 | $1.3M | 32d | Sep 22, 2026 | ||
| MCD McDonald's Corporation (MCD) [ST] | Held | $7.4K | 32 | $291.36 | −$1.9K | -20.41% | $9.3K | $7.4K+4.0% | $183K | 4 | 24d | Oct 16, 2020 | Oct 23, 2025 | Stocks | joint | $759 | $0 – $1.5K | 3 | $305.63 | report | Dec 31, 2025 | 81% | MCDONALDS CORP | Consumer Discretionary | — | $231.89 | +0.03% | 27 | 121 | $7.6M | 32d | Sep 22, 2026 | ||
| MUA Blackrock MuniAssets Fund, Inc (MUA) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $678 | $452 – $905 | 71 | $10.71 | report + trades (1) | Dec 31, 2025 | 71% | BLACKROCK MUNIASSETS FUND, INC. | Other | — | $9.53 | +0.21% | 1 | 1 | $75K | 17d | Apr 03, 2026 | ||
| ETV Eaton Vance Corporation Eaton Vance Tax-Managed Buy- Write … | Held | $22.1K | 1,480 | $16.25 | −$1.9K | -8.06% | −$453 | −$2.4K-7.4% | $32.5K | 2 | 20d | Jul 01, 2021 | Sep 08, 2026 | Stocks | child | $552 | $69 – $1K | 37 | $14.36 | report + trades (1) | Dec 31, 2025 | 71% | Eaton Vance Tax-Managed Buy-Write Opp… | stock | — | $14.94 | -0.07% | 1 | 1 | $8K | 20d | Sep 28, 2026 | ||
| MORGAN STANLEY FIN LLC MTN ZERO CPN 0.00000% 03/31/2025 [CS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| BNP Paribas MTN 4/9/2030 [CS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital ⇒ INFINITY HOME SERVICES, LLC ⇒ INFINITY … | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Spouse | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Firstrike Capital ⇒ INFINITY HOME SERVICES, LLC ⇒ INFINITY … | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | Spouse | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| Brokerage Investment Account ⇒ BNP Paribas MTN 4/9/2030 [CS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Bonds | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| NORTHSTAR HEALTHCARE INCOME IN COM [PS] | — | — | — | — | — | — | — | — | — | — | — | — | — | Private companies & partnerships | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | — | — | — | — | — | — | — | — | — | — | — | |
| MASI Masimo Corporation - Common Stock (MASI) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $500 | $0 – $1K | — | — | report | Dec 31, 2025 | 81% | MASIMOCORP | other | — | — | — | 2 | 2 | $40.5K | 71d | May 14, 2026 | ||
| KMB Kimberly-Clark Corporation (KMB) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $474 | $59 – $890 | 5 | $100.89 | report + trades (1) | Dec 31, 2025 | 71% | KIMBERLY CLARK CORP | Materials | — | $94.36 | +0.02% | 17 | 87 | $2.8M | 31d | Sep 22, 2026 | ||
| BYLD iShares Yield Optimized Bond ETF (BYLD) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $471 | $0 – $943 | 22 | $22.77 | report | Dec 31, 2025 | 81% | — | — | — | $21.47 | -0.03% | — | — | — | — | — | ||
| JCPBETF JPMorgan Core Plus Bond ETF (JCPB) [EF] | — | — | — | — | — | — | — | — | — | — | — | — | — | Funds | joint | $471 | $0 – $941 | 11 | $47.35 | report | Dec 31, 2025 | 81% | JPMorgan Core Plus Bond ETF | Funds | US core-plus bonds, active | $44.58 | -0.13% | — | — | — | — | — | ||
| F Ford Motor Company (F) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $434 | $54 – $814 | 36 | $13.12 | report + trades (1) | Dec 31, 2025 | 71% | FORD MOTOR CO | Consumer Discretionary | — | $12.10 | -1.39% | 15 | 73 | $2.6M | 32d | Sep 28, 2026 | ||
| VFC V.F. Corporation (VFC) [ST] | Closed | — | — | — | — | — | −$8.9K | −$8.9K-55.7% | $16K | 3 | — | Oct 15, 2019 | Nov 21, 2022 | Stocks | joint | $397 | $1 – $793 | 28 | $18.08 | report | Dec 31, 2025 | 81% | V F CORP | Consumer Discretionary | — | $14.33 | -0.56% | 2 | 4 | $99K | 27d | May 16, 2025 | ||
| PLD Brokerage Investment Account ⇒ ProLogis, Inc. (PLD) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | $207 | $138 – $276 | 2 | $127.66 | report + trades (1) | Dec 31, 2025 | 71% | Prologis, Inc. | Real Estate | — | $128.91 | +0.57% | 20 | 61 | $1.3M | 26d | Aug 22, 2026 | ||
| HRL Hormel Foods Corporation (HRL) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | $207 | $26 – $388 | 10 | $23.70 | report + trades (1) | Dec 31, 2025 | 71% | HORMEL FOODS CORP /DE/ | Consumer Staples | — | $20.25 | +1.45% | 6 | 34 | $346K | 29d | Sep 01, 2026 | ||
| DEO Diageo plc (DEO) [ST] | Closed | — | — | — | — | — | −$3.6K | −$3.6K-45.5% | $8K | 2 | 5d | Oct 15, 2019 | Aug 05, 2026 | Stocks | joint | $192 | $24 – $360 | 2 | $86.27 | report + trades (1) | Dec 31, 2025 | 71% | DIAGEO PLC | Consumer Staples | — | $84.75 | +0.39% | 16 | 31 | $505K | 29d | Aug 10, 2026 | ||
| ALC Alcon Inc. Ordinary Shares (ALC) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | — | $0 | — | $78.81 | report + trades (1) | Dec 31, 2025 | 71% | ALCON INC | Health Care | — | $63.76 | -0.28% | 7 | 9 | $164K | 42d | Sep 01, 2026 | ||
| CNP CenterPoint Energy, Inc (CNP) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | — | $0 | — | $38.34 | report + trades (1) | Dec 31, 2025 | 71% | CENTERPOINT ENERGY INC | Utilities | — | $37.79 | +1.56% | 6 | 11 | $329K | 30d | Sep 28, 2026 | ||
| STE STERIS plc (STE) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | Self | — | $0 | — | $253.52 | report + trades (1) | Dec 31, 2025 | 71% | STERIS plc | Health Care | — | $208.54 | -0.38% | 8 | 39 | $595K | 25d | Sep 28, 2026 | ||
| AIO Virtus Artificial Intelligence & Technology Opportunities F… | Closed | — | — | — | — | — | −$386 | −$386-4.8% | $8K | 4 | 25d | Jan 11, 2021 | Sep 14, 2026 | Stocks | child | — | $0 | — | $21.75 | report + trades (3) | Dec 31, 2025 | 71% | Virtus Artificial Intelligence & Tech… | stock | — | $25.48 | +1.27% | 1 | 3 | $73K | 25d | Sep 28, 2026 | ||
| EL Estee Lauder Companies, Inc. (EL) [ST] | Closed | — | — | — | — | — | −$49.2K | −$49.2K-59.3% | $83K | 4 | 10d | Aug 07, 2019 | Aug 05, 2026 | Stocks | joint | — | $0 | — | $104.72 | report + trades (1) | Dec 31, 2025 | 71% | ESTEE LAUDER COMPANIES INC | Consumer Staples | — | $91.97 | +1.97% | 15 | 69 | $931K | 29d | Sep 22, 2026 | ||
| CTSH Cognizant Technology Solutions Corporation - Class A (CTSH) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | — | $0 | — | $83.00 | report + trades (1) | Dec 31, 2025 | 71% | COGNIZANT TECHNOLOGY SOLUTIONS CORP | Technology | — | $58.51 | -3.89% | 10 | 56 | $1.9M | 32d | Sep 22, 2026 | ||
| IVZ Invesco Ltd (IVZ) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | — | $0 | — | $26.27 | report + trades (1) | Dec 31, 2025 | 71% | Invesco Ltd. | Financials | — | $30.66 | +0.79% | 8 | 33 | $656K | 20d | Jul 01, 2026 | ||
| OTIS Otis Worldwide Corporation (OTIS) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | — | $0 | — | $87.35 | report + trades (1) | Dec 31, 2025 | 71% | Otis Worldwide Corp | Technology | — | $64.05 | -0.67% | 12 | 53 | $805K | 33d | Sep 22, 2026 | ||
| DIS Walt Disney Company (DIS) [ST] | — | — | — | — | — | — | — | — | — | — | — | — | — | Stocks | joint | — | $0 | — | $113.77 | report + trades (1) | Dec 31, 2025 | 71% | Walt Disney Co | Consumer Discretionary | — | $102.19 | +0.85% | 38 | 94 | $8.3M | 32d | Sep 22, 2026 |
From their financial disclosures: every asset with its value band on the report's date. Stocks and funds with a price: estimated shares (value ÷ that day's price) moved to today's price, plus every trade since the report; everything else (cash, private companies, real estate) as reported. "Trades only" = bought after the report, or no report read yet. Debts are from the same report (mortgages on a home they live in usually aren't listed); net worth = assets − debts. Estimates, never exact: the bands are wide and the top one is open-ended ("over $50M").
Sales that made money
66%
145 sales we can price
Average sale
+17.9%
gain vs average cost
Typical holding time
1895 d
buy to sale (median)
30 days after a buy
+1.9%
the stock, on average · S&P 500 +1.6%
Buys that beat the market
52%
over the next 30 days
Positions
one row per stock · click a row for every buy and sell| Ticker | Status | Market value | Shares (from trades) | Avg price | Change $ | Change % | Realized | Total P/L | Put in | Trades | Buys / sells | Lag | First trade | Last trade | Kind | Owner | Value (disclosed) | Range | Shares (disclosed) | Price at report | Basis | Evidence | Confidence | Company | Sector | Fund | Price | Today | People | Trades (all officials) | Buys / sells (all officials) | Est. volume | Lag (all officials) | Latest disclosure | |||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| WMB | Held | $1.4M | 19,508 | $17.61 | $1M | +300.59% | — | $1M+300.6% | $344K | 19 | 18d | Mar 26, 2020 | Jun 24, 2024 | Stocks | joint | $3.7M | $1.3M – $6.2M | 52,820 | $60.11 | report | Dec 31, 2025 | 81% | WILLIAMS COMPANIES, INC. | Utilities | — | $70.54 | +1.91% | 10 | 30 | $15.8M | 40d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| JPM | Held | $1.2M | 3,668 | $150.86 | $666K | +120.32% | −$604 | $665K+118.4% | $562K | 17 | 14d | Oct 15, 2019 | Apr 30, 2024 | Stocks | joint | $954K | $619K – $1.3M | 2,871 | $322.22 | report | Dec 31, 2025 | 81% | JPMORGAN CHASE & CO | Financials | — | $332.38 | -0.24% | 54 | 230 | $42.6M | 28d | Oct 03, 2026 | |||||||||||||||||||||||||||
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| RTX | Held | $1.1M | 6,044 | $86.55 | $593K | +113.38% | $1.1K | $594K+112.1% | $530K | 13 | 27d | Jul 27, 2020 | Jun 13, 2024 | Stocks | joint | $3.2M | $1.1M – $5.3M | 17,312 | $183.40 | report | Dec 31, 2025 | 81% | RTX Corp | Industrials | — | $184.68 | -0.18% | 28 | 69 | $2M | 36d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| COST | Held | $808K | 878 | $446.66 | $416K | +106.12% | $1.1K | $417K+104.5% | $399K | 5 | 22d | Nov 07, 2019 | Jan 12, 2024 | Stocks | joint | $809K | $535K – $1.1M | 879 | $862.34 | report | Dec 31, 2025 | 81% | COSTCO WHOLESALE CORP /NEW | Consumer Discretionary | — | $920.65 | +0.62% | 33 | 118 | $9.6M | 34d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| ROK | Held | $844K | 1,857 | $265.62 | $351K | +71.05% | $36.8K | $387K+68.9% | $562K | 20 | 30d | Oct 15, 2019 | Sep 14, 2026 | Stocks | joint | $976K | $652K – $1.3M | 2,147 | $389.07 | report + trades (3) | Dec 31, 2025 | 71% | ROCKWELL AUTOMATION, INC | Technology | — | $454.35 | +2.69% | 9 | 53 | $903K | 30d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| EMR | Held | $891K | 5,511 | $94.40 | $370K | +71.20% | $14.7K | $385K+70.5% | $546K | 16 | 32d | May 18, 2021 | Sep 14, 2026 | Stocks | joint | $960K | $652K – $1.3M | 5,943 | $132.72 | report + trades (2) | Dec 31, 2025 | 71% | EMERSON ELECTRIC CO | Technology | — | $161.61 | +1.92% | 15 | 59 | $1.2M | 26d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| CDNS | Held | $536K | 1,525 | $137.38 | $326K | +155.74% | $34.4K | $361K+150.3% | $240K | 5 | 20d | May 26, 2021 | Sep 14, 2026 | Stocks | joint | $540K | $357K – $723K | 1,537 | $312.58 | report + trades (2) | Dec 31, 2025 | 71% | CADENCE DESIGN SYSTEMS INC | Technology | — | $351.35 | +0.18% | 13 | 67 | $1.2M | 31d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| TXN | Held | $479K | 1,629 | $160.75 | $217K | +82.76% | $119K | $335K+37.2% | $901K | 27 | 23d | Oct 15, 2019 | Mar 18, 2026 | Stocks | joint | $1.3M | $847K – $1.7M | 4,323 | $173.49 | report + trades (1) | Dec 31, 2025 | 71% | TEXAS INSTRUMENTS INC | Technology | — | $293.80 | +4.44% | 27 | 158 | $8M | 30d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| AMZN | Held | $580K | 2,305 | $111.65 | $322K | +125.28% | −$661 | $322K+120.9% | $266K | 5 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | joint | $599K | $381K – $817K | 2,383 | $230.82 | report | Dec 31, 2025 | 81% | AMAZON COM INC | Consumer Discretionary | — | $251.52 | +1.33% | 77 | 353 | $66.8M | 30d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| ORLY | Held | $434K | 5,111 | $36.73 | $246K | +131.15% | $45.2K | $291K+130.4% | $224K | 8 | 22d | Nov 07, 2019 | Sep 02, 2026 | Stocks | joint | $705K | $483K – $931K | 8,305 | $91.21 | report + trades (2) | Dec 31, 2025 | 71% | O REILLY AUTOMOTIVE INC | Consumer Discretionary | — | $84.90 | -0.15% | 12 | 49 | $2.2M | 31d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| LIN | Held | $558K | 1,164 | $262.44 | $253K | +82.70% | $32.1K | $285K+82.2% | $347K | 14 | 24d | Aug 07, 2019 | Sep 02, 2026 | Stocks | joint | $442K | $308K – $577K | 922 | $426.39 | report + trades (2) | Dec 31, 2025 | 71% | LINDE PLC | Materials | — | $479.48 | +2.14% | 24 | 85 | $2.7M | 31d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| XOM | Held | $301K | 1,838 | $73.34 | $167K | +123.64% | $90.8K | $257K+113.4% | $227K | 22 | 33d | Aug 07, 2019 | Aug 31, 2026 | Stocks | joint | $299K | $171K – $427K | 1,821 | $120.34 | report + trades (1) | Dec 31, 2025 | 71% | ExxonMobil Holdings Corp | Energy | — | $164.01 | +0.12% | 39 | 96 | $2.8M | 35d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| OKE | Held | $307K | 3,489 | $46.96 | $143K | +87.14% | $54.8K | $198K+91.3% | $217K | 26 | 24d | Aug 14, 2019 | Sep 04, 2026 | Stocks | joint | $559K | $359K – $759K | 6,361 | $73.50 | report + trades (2) | Dec 31, 2025 | 71% | ONEOK INC /NEW/ | Utilities | — | $87.88 | +0.83% | 10 | 28 | $1.3M | 28d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| CB | Held | $424K | 1,280 | $182.19 | $190K | +81.62% | $1.8K | $192K+80.2% | $240K | 7 | 28d | Aug 07, 2019 | Aug 31, 2026 | Stocks | joint | $414K | $267K – $561K | 1,251 | $312.12 | report + trades (1) | Dec 31, 2025 | 71% | Chubb Ltd | Financials | — | $330.89 | -0.12% | 22 | 59 | $1.1M | 30d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| JNJ | Held | $538K | 2,102 | $164.82 | $192K | +55.34% | −$24.6K | $167K+30.2% | $554K | 17 | 36d | Jul 27, 2020 | Dec 31, 2024 | Stocks | joint | $92.8K | $61.9K – $124K | 362 | $206.95 | report | Dec 31, 2025 | 81% | JOHNSON & JOHNSON | Health Care | — | $256.03 | -1.02% | 44 | 195 | $4.6M | 29d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| LMT | Held | $382K | 755 | $378.09 | $96.1K | +33.67% | $20.4K | $116K+34.5% | $338K | 16 | 17d | Oct 15, 2019 | Sep 02, 2026 | Stocks | joint | $408K | $285K – $532K | 808 | $483.67 | report + trades (2) | Dec 31, 2025 | 71% | LOCKHEED MARTIN CORP | Industrials | — | $505.41 | -0.02% | 23 | 64 | $1.6M | 32d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| UNH | Held | $6.6K | 18 | $421.97 | −$889 | -11.87% | −$115K | −$116K-21.9% | $530K | 14 | 22d | Sep 02, 2021 | Sep 10, 2026 | Stocks | joint | $53.9K | $42K – $65.9K | 145 | $330.11 | report + trades (1) | Dec 31, 2025 | 71% | UNITEDHEALTH GROUP INC | Financials | — | $371.90 | +1.83% | 50 | 231 | $47.6M | 28d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| AHCO | Held | $10.5K | 1,876 | $24.11 | −$34.7K | -76.77% | −$54.8K | −$89.5K-45.0% | $199K | 8 | 35d | May 20, 2021 | Apr 06, 2023 | — | — | — | — | — | — | — | — | — | AdaptHealth Corp. | Health Care | — | $5.60 | -1.41% | 2 | 3 | $48.5K | 35d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| PH | Held | $120K | 124 | $273.55 | $86.3K | +255.53% | $1.3K | $87.6K+216.4% | $40.5K | 3 | 14d | Jul 27, 2020 | Jan 31, 2023 | Stocks | joint | $277K | $166K – $387K | 284 | $878.96 | report | Dec 31, 2025 | 81% | Parker-Hannifin Corp | Industrials | — | $972.55 | +0.69% | 16 | 97 | $1.5M | 29d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| HD | Held | $359K | 1,268 | $264.94 | $22.7K | +6.76% | $55.5K | $78.2K+14.2% | $550K | 37 | 26d | Oct 15, 2019 | Sep 14, 2026 | Stocks | Several | $315K | $206K – $423K | 1,113 | $344.10 | report + trades (7) | Dec 31, 2025 | 71% | HOME DEPOT, INC. | Consumer Discretionary | — | $282.85 | +0.14% | 34 | 204 | $19.8M | 28d | Oct 03, 2026 | |||||||||||||||||||||||||||
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| PSX | Held | $107K | 405 | $83.54 | $73.3K | +216.72% | $1.3K | $74.7K+184.3% | $40.5K | 3 | 14d | Jul 27, 2020 | Jan 31, 2023 | Stocks | joint | $66.6K | $30.8K – $103K | 252 | $129.04 | report | Dec 31, 2025 | 81% | Phillips 66 | Energy | — | $264.58 | +0.13% | 9 | 17 | $609K | 31d | Jul 21, 2026 | |||||||||||||||||||||||||||
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| V | Held | $135K | 375 | $222.20 | $51.9K | +62.32% | $279 | $52.2K+57.3% | $91K | 4 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | Several | $393K | $221K – $566K | 1,091 | $350.71 | report | Dec 31, 2025 | 81% | VISA INC. | Industrials | — | $360.66 | +0.23% | 45 | 179 | $11M | 29d | Oct 03, 2026 | |||||||||||||||||||||||||||
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| DXCM | Held | $57.7K | 676 | $106.71 | −$14.4K | -20.01% | −$27.9K | −$42.3K-24.2% | $175K | 2 | 15d | Jul 01, 2021 | Dec 31, 2024 | — | — | — | — | — | — | — | — | — | DEXCOM INC | Health Care | — | $85.36 | -1.01% | 10 | 56 | $1.4M | 28d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| INTC | Held | $107K | 893 | $46.79 | $64.8K | +155.03% | −$106K | −$40.9K-17.8% | $231K | 11 | 15d | Aug 07, 2019 | Dec 31, 2024 | Stocks | joint | $243K | $162K – $323K | 2,033 | $36.90 | report | Dec 31, 2025 | 81% | INTEL CORP | Technology | — | $119.33 | -0.56% | 32 | 130 | $9.3M | 28d | Sep 04, 2026 | |||||||||||||||||||||||||||
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| TMO | Held | $121K | 184 | $458.90 | $36.1K | +42.69% | $1.6K | $37.7K+41.4% | $91K | 4 | 14d | Nov 07, 2019 | Jan 31, 2023 | Stocks | joint | $170K | $113K – $226K | 259 | $579.45 | report | Dec 31, 2025 | 81% | THERMO FISHER SCIENTIFIC INC. | Technology | — | $654.80 | +0.35% | 37 | 139 | $40.5M | 29d | Aug 22, 2026 | |||||||||||||||||||||||||||
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| BSX | Held | $26K | 611 | $43.24 | −$389 | -1.47% | $33.9K | $33.5K+14.5% | $232K | 12 | 25d | May 20, 2021 | Sep 09, 2026 | Stocks | Several | $230K | $147K – $313K | 5,401 | $95.35 | report | Dec 31, 2025 | 71% | BOSTON SCIENTIFIC CORP | Health Care | — | $42.60 | -1.46% | 16 | 128 | $5.4M | 28d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| HON | Held | $118K | 550 | $206.50 | $4.1K | +3.63% | −$35.9K | −$31.8K-5.6% | $565K | 11 | 21d | Aug 07, 2019 | Aug 31, 2026 | Stocks | joint | $45.9K | $37.3K – $54.5K | 214 | $204.60 | report + trades (1) | Dec 31, 2025 | 71% | HONEYWELL INTERNATIONAL INC | Industrials | — | $213.99 | +0.09% | 30 | 87 | $2.1M | 31d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| NEE | Held | $550K | 7,155 | $73.48 | $24K | +4.56% | $4.2K | $28.2K+4.9% | $570K | 20 | 27d | Jul 27, 2020 | Sep 14, 2026 | Stocks | joint | $393K | $272K – $513K | 5,111 | $80.28 | report + trades (2) | Dec 31, 2025 | 71% | NEXTERA ENERGY INC | Utilities | — | $76.83 | +0.63% | 35 | 110 | $3.5M | 30d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| DHR | Held | $103K | 481 | $175.16 | $18.7K | +22.21% | $9.2K | $27.9K+22.6% | $124K | 7 | 26d | Aug 07, 2019 | Sep 02, 2026 | Stocks | joint | $193K | $124K – $262K | 902 | $228.92 | report + trades (2) | Dec 31, 2025 | 71% | DANAHER CORP /DE/ | Technology | — | $214.06 | +1.09% | 27 | 123 | $3.5M | 30d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| KO | Held | $75.8K | 885 | $56.09 | $26.2K | +52.70% | $1.2K | $27.3K+48.4% | $56.5K | 5 | 21d | Aug 07, 2019 | Aug 31, 2026 | Stocks | joint | $109K | $63.5K – $155K | 1,277 | $69.91 | report + trades (1) | Dec 31, 2025 | 71% | COCA COLA CO | Consumer Staples | — | $85.65 | -0.52% | 30 | 100 | $2.1M | 31d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| BLK | Held | $60.8K | 57 | $714.29 | $19.8K | +48.35% | $473 | $20.3K+41.8% | $48.5K | 4 | 14d | Oct 15, 2019 | Jan 31, 2023 | Stocks | joint | $149K | $99K – $198K | 140 | $1070.34 | report | Dec 31, 2025 | 81% | BlackRock, Inc. | Financials | — | $1059.63 | -0.44% | 31 | 106 | $2.2M | 31d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| IQV | Held | $80.1K | 310 | $235.54 | $7K | +9.63% | −$26.9K | −$19.9K-8.6% | $232K | 10 | 19d | May 18, 2021 | Sep 14, 2026 | Stocks | Several | $247K | $133K – $361K | 956 | $225.41 | report | Dec 31, 2025 | 71% | IQVIA HOLDINGS INC. | Health Care | — | $258.21 | -0.96% | 8 | 51 | $881K | 25d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| CL | Held | $18.9K | 224 | $70.03 | $3.2K | +20.32% | $7.2K | $10.4K+25.7% | $40.5K | 6 | 27d | Aug 07, 2019 | Sep 02, 2026 | Stocks | Several | $88.5K | $54.4K – $123K | 1,050 | $79.02 | report + trades (4) | Dec 31, 2025 | 71% | COLGATE PALMOLIVE CO | Consumer Staples | — | $84.26 | -0.32% | 12 | 91 | $1.3M | 25d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| LOW | Held | $1.7K | 9 | $128.31 | $492 | +40.91% | $9.2K | $9.7K+60.6% | $16K | 5 | 14d | Nov 07, 2019 | Sep 02, 2026 | Stocks | joint | $56.2K | $37.5K – $75K | 311 | $241.16 | report + trades (2) | Dec 31, 2025 | 71% | LOWES COMPANIES INC | Consumer Discretionary | — | $180.80 | -0.87% | 27 | 112 | $2.1M | 28d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| MCD | Held | $7.4K | 32 | $291.36 | −$1.9K | -20.41% | $9.3K | $7.4K+4.0% | $183K | 4 | 24d | Oct 16, 2020 | Oct 23, 2025 | Stocks | joint | $759 | $0 – $1.5K | 3 | $305.63 | report | Dec 31, 2025 | 81% | MCDONALDS CORP | Consumer Discretionary | — | $231.89 | +0.03% | 27 | 121 | $7.6M | 32d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| RSG | Held | $6.3K | 30 | $85.05 | $3.7K | +146.40% | $2.5K | $6.3K+78.5% | $8K | 2 | 14d | Jul 27, 2020 | Jan 31, 2023 | — | — | — | — | — | — | — | — | — | REPUBLIC SERVICES, INC. | Utilities | — | $209.56 | +1.58% | 9 | 39 | $2.4M | 30d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| ETV | Held | $22.1K | 1,480 | $16.25 | −$1.9K | -8.06% | −$453 | −$2.4K-7.4% | $32.5K | 2 | 20d | Jul 01, 2021 | Sep 08, 2026 | Stocks | child | $552 | $69 – $1K | 37 | $14.36 | report + trades (1) | Dec 31, 2025 | 71% | Eaton Vance Tax-Managed Buy-Write Opp… | stock | — | $14.94 | -0.07% | 1 | 1 | $8K | 20d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| ICE | Held | $1.5K | 10 | $94.54 | $569 | +58.82% | $902 | $1.5K+9.2% | $16K | 4 | 14d | Feb 14, 2020 | Jan 31, 2023 | Stocks | joint | $69.5K | $46.4K – $92.7K | 463 | $161.96 | report | Dec 31, 2025 | 81% | Intercontinental Exchange, Inc. | Financials | — | $150.15 | -0.87% | 16 | 64 | $4.5M | 31d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| DG | Held | $936 | 8 | $189.95 | −$559 | -37.38% | $1.5K | $936+11.7% | $8K | 2 | 14d | Jul 27, 2020 | Jan 31, 2023 | — | — | — | — | — | — | — | — | — | DOLLAR GENERAL CORP | Consumer Discretionary | — | $118.94 | +0.01% | 19 | 67 | $793K | 31d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| ADBE | Closed | — | — | — | — | — | −$158K | −$158K-33.8% | $466K | 7 | 16d | Nov 07, 2019 | Aug 14, 2026 | Stocks | joint | $21.7K | $20.5K – $22.9K | 91 | $349.99 | report + trades (1) | Dec 31, 2025 | 71% | ADOBE INC. | Technology | — | $237.69 | -1.49% | 31 | 179 | $12.2M | 30d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| DVN | Closed | — | — | — | — | — | −$149K | −$149K-32.8% | $453K | 32 | 15d | Mar 31, 2021 | Sep 14, 2026 | Stocks | joint | $976K | $650K – $1.3M | 20,475 | $36.63 | report + trades (5) | Dec 31, 2025 | 71% | DEVON ENERGY CORP/DE | Energy | — | $47.65 | +1.04% | 11 | 41 | $1.6M | 24d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| ICLR | Closed | — | — | — | — | — | −$129K | −$129K-43.1% | $299K | 8 | 18d | Aug 07, 2019 | Aug 14, 2026 | Stocks | joint | $333K | $222K – $445K | 2,058 | $182.22 | report + trades (2) | Dec 31, 2025 | 71% | ICON PLC | Health Care | — | $162.05 | +0.12% | 5 | 8 | $280K | 28d | Sep 01, 2026 | |||||||||||||||||||||||||||
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| ACN | Closed | — | — | — | — | — | −$99.1K | −$99.1K-14.6% | $677K | 26 | 21d | Oct 15, 2019 | Mar 16, 2026 | Stocks | joint | $556K | $371K – $741K | 2,795 | $268.30 | report + trades (1) | Dec 31, 2025 | 71% | Accenture plc | Industrials | — | $198.90 | -6.31% | 37 | 197 | $11.2M | 31d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| MSFT | Closed | — | — | — | — | — | $87.2K | $87.2K+7.1% | $1.2M | 22 | 19d | Oct 15, 2019 | Aug 21, 2026 | Stocks | joint | $366K | $251K – $482K | 708 | $483.62 | report + trades (1) | Dec 31, 2025 | 71% | MICROSOFT CORP | Technology | — | $517.53 | +0.92% | 89 | 564 | $301M | 27d | Oct 03, 2026 | |||||||||||||||||||||||||||
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| VUZI | Closed | — | — | — | — | — | −$66K | −$66K-50.2% | $132K | 9 | 25d | May 18, 2021 | Sep 03, 2026 | Stocks | child | $6.3K | $789 – $11.8K | 2,117 | $3.78 | report + trades (2) | Dec 31, 2025 | 71% | Vuzix Corp | Technology | — | $2.98 | +3.29% | 1 | 3 | $24K | 25d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| EL | Closed | — | — | — | — | — | −$49.2K | −$49.2K-59.3% | $83K | 4 | 10d | Aug 07, 2019 | Aug 05, 2026 | Stocks | joint | — | $0 | — | $104.72 | report + trades (1) | Dec 31, 2025 | 71% | ESTEE LAUDER COMPANIES INC | Consumer Staples | — | $91.97 | +1.97% | 15 | 69 | $931K | 29d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| MDT | Closed | — | — | — | — | — | −$48.8K | −$48.8K-21.8% | $224K | 8 | 14d | Nov 07, 2019 | Aug 24, 2026 | Stocks | joint | $29.2K | $13.5K – $45K | 338 | $96.06 | report + trades (2) | Dec 31, 2025 | 71% | Medtronic plc | Health Care | — | $86.38 | -0.07% | 27 | 72 | $2.3M | 39d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| TJX | Closed | — | — | — | — | — | $37.2K | $37.2K+91.8% | $40.5K | 7 | 26d | Jul 27, 2020 | Sep 15, 2026 | Stocks | Several | $92.9K | $67.3K – $130K | 700 | $153.61 | report + trades (4) | Dec 31, 2025 | 71% | TJX COMPANIES INC /DE/ | Consumer Discretionary | — | $132.68 | -0.68% | 18 | 47 | $1.2M | 29d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| PRGS | Closed | — | — | — | — | — | −$25.8K | −$25.8K-22.3% | $116K | 5 | 23d | May 26, 2021 | Aug 31, 2026 | Stocks | joint | $64.4K | $42.9K – $85.9K | 1,746 | $42.96 | report + trades (2) | Dec 31, 2025 | 71% | PROGRESS SOFTWARE CORP /MA | Technology | — | $36.90 | +0.87% | 3 | 7 | $221K | 34d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| ITW | Closed | — | — | — | — | — | $24.9K | $24.9K+21.5% | $116K | 7 | 25d | Oct 16, 2020 | Sep 09, 2026 | Stocks | joint | $187K | $107K – $267K | 711 | $246.30 | report + trades (4) | Dec 31, 2025 | 71% | ILLINOIS TOOL WORKS INC | Industrials | — | $262.92 | +0.80% | 15 | 60 | $1.9M | 28d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| AGCO | Closed | — | — | — | — | — | −$17.1K | −$17.1K-18.7% | $91K | 4 | 20d | Nov 26, 2021 | Dec 31, 2024 | — | — | — | — | — | — | — | — | — | AGCO CORP /DE | Industrials | — | $114.61 | +2.50% | 2 | 4 | $99K | 38d | Aug 13, 2025 | |||||||||||||||||||||||||||
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| PG | Closed | — | — | — | — | — | $11.8K | $11.8K+24.3% | $48.5K | 6 | 14d | Aug 07, 2019 | Aug 24, 2026 | Stocks | joint | $75.8K | $50.6K – $101K | 523 | $143.31 | report + trades (2) | Dec 31, 2025 | 71% | PROCTER & GAMBLE Co | Consumer Staples | — | $144.91 | +0.67% | 47 | 159 | $7.1M | 29d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| PTC | Closed | — | — | — | — | — | $9.4K | $9.4K+6.7% | $140K | 5 | 24d | May 26, 2021 | Sep 09, 2026 | Stocks | joint | $145K | $82.7K – $207K | 1,005 | $174.21 | report + trades (2) | Dec 31, 2025 | 71% | PTC INC. | Technology | — | $144.03 | -1.67% | 9 | 57 | $5.2M | 31d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| BA | Closed | — | — | — | — | — | $6.5K | $6.5K+40.6% | $16K | 5 | 19d | Apr 09, 2020 | Aug 13, 2026 | Stocks | joint | $29K | $13.4K – $44.6K | 150 | $217.12 | report + trades (2) | Dec 31, 2025 | 71% | BOEING CO | Industrials | — | $193.56 | +0.67% | 20 | 54 | $5.2M | 43d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| TROW | Closed | — | — | — | — | — | −$4.6K | −$4.6K-57.9% | $8K | 2 | 14d | Jul 07, 2021 | Mar 20, 2026 | Stocks | joint | $37.2K | $32.9K – $41.5K | 355 | $102.38 | report + trades (1) | Dec 31, 2025 | 71% | PRICE T ROWE GROUP INC | Financials | — | $104.62 | -1.14% | 5 | 35 | $604K | 29d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| DEO | Closed | — | — | — | — | — | −$3.6K | −$3.6K-45.5% | $8K | 2 | 5d | Oct 15, 2019 | Aug 05, 2026 | Stocks | joint | $192 | $24 – $360 | 2 | $86.27 | report + trades (1) | Dec 31, 2025 | 71% | DIAGEO PLC | Consumer Staples | — | $84.75 | +0.39% | 16 | 31 | $505K | 29d | Aug 10, 2026 | |||||||||||||||||||||||||||
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| CMCSA | Closed | — | — | — | — | — | −$3K | −$3K-18.8% | $16K | 5 | 14d | Oct 15, 2019 | Aug 05, 2026 | Stocks | joint | $25K | $11.6K – $38.5K | 1,160 | $28.01 | report + trades (2) | Dec 31, 2025 | 71% | COMCAST CORP | Communication | — | $21.57 | -0.60% | 33 | 151 | $7.4M | 29d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| ECL | Closed | — | — | — | — | — | −$1.7K | −$1.7K-21.5% | $8K | 3 | 14d | Apr 09, 2020 | Jan 31, 2023 | — | — | — | — | — | — | — | — | — | ECOLAB INC. | Consumer Staples | — | $273.70 | +0.90% | 8 | 44 | $2.2M | 28d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| MDLZ | Closed | — | — | — | — | — | $1.7K | $1.7K+10.6% | $16K | 5 | 10d | Feb 14, 2020 | Aug 05, 2026 | Stocks | joint | $1.2K | $152 – $2.3K | 21 | $53.83 | report + trades (1) | Dec 31, 2025 | 71% | Mondelez International, Inc. | Consumer Staples | — | $58.19 | +0.74% | 22 | 83 | $1.3M | 32d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| AMT | Closed | — | — | — | — | — | −$1.1K | −$1.1K-13.9% | $8K | 2 | 14d | Apr 09, 2020 | Jan 31, 2023 | — | — | — | — | — | — | — | — | — | AMERICAN TOWER CORP /MA/ | Real Estate | — | $162.20 | +0.71% | 18 | 90 | $2.4M | 31d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| CRM | Closed | — | — | — | — | — | −$963 | −$963-12.0% | $8K | 2 | 14d | Jul 27, 2020 | Jan 31, 2023 | — | — | — | — | — | — | — | — | — | Salesforce, Inc. | Technology | — | $234.69 | -0.84% | 31 | 181 | $7.8M | 28d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| NVS | Closed | — | — | — | — | — | $953 | $953+11.9% | $8K | 3 | 23d | Jul 27, 2020 | Aug 27, 2026 | Stocks | Self | $3.6K | $1.7K – $5.5K | 26 | $137.87 | report + trades (1) | Dec 31, 2025 | 71% | NOVARTIS AG | Health Care | — | $141.00 | -0.04% | 9 | 24 | $591K | 28d | Sep 28, 2026 | |||||||||||||||||||||||||||
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| BDX | Closed | — | — | — | — | — | −$470 | −$470-5.9% | $8K | 3 | 17d | Apr 09, 2020 | Mar 17, 2026 | Stocks | joint | $2.1K | $975 – $3.3K | 12 | $152.57 | report + trades (1) | Dec 31, 2025 | 71% | BECTON DICKINSON & CO | Health Care | — | $176.80 | -0.71% | 15 | 74 | $1.8M | 26d | Sep 22, 2026 | |||||||||||||||||||||||||||
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| AIO | Closed | — | — | — | — | — | −$386 | −$386-4.8% | $8K | 4 | 25d | Jan 11, 2021 | Sep 14, 2026 | Stocks | Several | $87.9K | $58.6K – $117K | 3,448 | $21.75 | report | Dec 31, 2025 | 71% | Virtus Artificial Intelligence & Tech… | stock | — | $25.48 | +1.27% | 1 | 3 | $73K | 25d | Sep 28, 2026 | |||||||||||||||||||||||||||
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Showing stocks they traded since January 2023 (the top bar's "Since"). Profit and loss still counts their whole history, since a sale's gain depends on when the shares were bought.
Not shown: 42 stocks they only sold, bought before our data starts (reports from 2014, prices from 2012): AAPL ALC BIIB BUD CARR CCLD CMP CNP CR CSX CTSH CXT DIS ETN F FBND GAP HONA HRL IVZ KMB KVUE MRSH MUA NKE NVO OGN OTIS PBA PLD …
Not priced: 99 tickers no longer listed, 84 sales of shares bought before our data (2012 on), 18 without a price for that day, 16 exchanges.
Trades
364 trades
| Disclosed | Ticker | Type | Amount | Traded | Lag | Price at trade | Price now | Since trade | After report | Before report | S&P since trade | Per year | Price at report | Est. shares | Worth now | $ since trade | Sale P/L | Held | Shares after | Position after | Next 30 days | Owner | Asset as written | Fund | Sector | Read by | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sep 28, 2026 | AAPL | Sell ½ | $1K–$15K | Sep 08, 2026 | 20d | $316.22 | $333.69 | +5.5% | -1.4% | +7.0% | +0.5% | — | $338.40 | 25 | $8.4K | −$442 | — | — | 0 | — | — | dependent | Apple Inc. - Common Stock (AAPL) [ST] | — | Technology | textlayer | |
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| Sep 28, 2026 | AAPL | Sell ½ | $1K–$15K | Sep 08, 2026 | 20d | $316.22 | $333.69 | +5.5% | -1.4% | +7.0% | +0.5% | — | $338.40 | 25 | $8.4K | −$442 | — | — | 0 | — | — | dependent | Apple Inc. - Common Stock (AAPL) [ST] | — | Technology | textlayer | |
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| Sep 28, 2026 | BSX | Sell ½ | $50K–$100K | Sep 04, 2026 | 24d | $47.80 | $42.60 | -10.9% | -3.4% | -7.7% | -0.1% | — | $44.11 | 1,569 | $66.8K | $8.2K | $7.2K+10.6% | 1933d | 2,279 | $109K | — | joint | Boston Scientific Corporation Common Stock (BSX) [ST] | — | Health Care | textlayer | |
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| Sep 28, 2026 | BSX | Sell | $1K–$15K | Sep 03, 2026 | 25d | $46.95 | $42.60 | -9.3% | -3.4% | -6.0% | -0.5% | — | $44.11 | 170 | $7.3K | $741 | $633+8.6% | 1932d | 4,189 | $197K | — | dependent | Boston Scientific Corporation Common Stock (BSX) [ST] | — | Health Care | textlayer | |
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| Sep 28, 2026 | BSX | Sell | $1K–$15K | Sep 03, 2026 | 25d | $46.95 | $42.60 | -9.3% | -3.4% | -6.0% | -0.5% | — | $44.11 | 170 | $7.3K | $741 | $633+8.6% | 1932d | 4,019 | $189K | — | dependent | Boston Scientific Corporation Common Stock (BSX) [ST] | — | Health Care | textlayer | |
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| Sep 28, 2026 | BSX | Sell | $1K–$15K | Sep 03, 2026 | 25d | $46.95 | $42.60 | -9.3% | -3.4% | -6.0% | -0.5% | — | $44.11 | 170 | $7.3K | $741 | $633+8.6% | 1932d | 3,848 | $181K | — | dependent | Boston Scientific Corporation Common Stock (BSX) [ST] | — | Health Care | textlayer | |
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| Sep 28, 2026 | BSX | Sell | $50K–$100K | Sep 09, 2026 | 19d | $44.96 | $42.60 | -5.2% | -3.4% | -1.9% | +0.9% | — | $44.11 | 1,668 | $71.1K | $3.9K | $2.9K+4.0% | 1938d | 611 | $27.5K | — | joint | Boston Scientific Corporation Common Stock (BSX) [ST] | — | Health Care | textlayer | |
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| Sep 28, 2026 | BSX | Sell | $15K–$50K | Aug 31, 2026 | 28d | $48.30 | $42.60 | -11.8% | -3.4% | -8.7% | +0.3% | — | $44.11 | 673 | $28.7K | $3.8K | $3.4K+11.7% | 1929d | 4,360 | $211K | — | joint | Boston Scientific Corporation Common Stock (BSX) [ST] | — | Health Care | textlayer | |
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| Sep 28, 2026 | RA | Sell | $15K–$50K | Aug 31, 2026 | 28d | $12.55 | $11.61 | -7.5% | +0.6% | -8.0% | +0.3% | — | $11.54 | 2,590 | $30.1K | $2.4K | — | — | 0 | — | — | joint | Brookfield Real Assets Income Fund Inc. Common St… | — | — | textlayer | |
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| Sep 28, 2026 | CDNS | Sell ½ | $15K–$50K | Sep 14, 2026 | 14d | $279.06 | $351.35 | +25.9% | +7.5% | +17.1% | +1.2% | — | $326.70 | 116 | $40.9K | −$8.4K | $16.5K+103.1% | 1937d | 1,525 | $425K | — | joint | Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | — | Technology | textlayer | |
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Reports on file
| Filed | Report | Source | Status | Trades | |
|---|---|---|---|---|---|
| Sep 25, 2026 | Trade report (PTR) | House | read | 88 | Open |
| Sep 01, 2026 | Trade report (PTR) | House | read | 28 | Open |
| Aug 12, 2026 | Trade report (PTR) | House | read | 1 | Open |
| Aug 10, 2026 | Trade report (PTR) | House | read | 5 | Open |
| Jul 16, 2026 | Trade report (PTR) | House | read | 3 | Open |
| Jun 25, 2026 | Annual report | House | Phase 7 | — | Open |
| Jun 02, 2026 | Trade report (PTR) | House | read | 4 | Open |
| May 05, 2026 | Trade report (PTR) | House | read | — | Open |
| Apr 03, 2026 | Trade report (PTR) | House | read | 16 | Open |
| Mar 06, 2026 | Trade report (PTR) | House | read | 1 | Open |
| Feb 18, 2026 | Trade report (PTR) | House | read | — | Open |
| Jan 22, 2026 | Trade report (PTR) | House | read | 1 | Open |
| Nov 16, 2025 | Trade report (PTR) | House | read | 11 | Open |
| Oct 16, 2025 | Trade report (PTR) | House | read | 4 | Open |
| Aug 04, 2025 | Annual report | House | Phase 7 | — | Open |
| May 13, 2025 | Trade report (PTR) | House | read | — | Open |
| Apr 23, 2025 | Trade report (PTR) | House | read | — | Open |
| Feb 14, 2025 | Trade report (PTR) | House | read | — | Open |
| Jan 15, 2025 | Trade report (PTR) | House | read | 8 | Open |
| Dec 16, 2024 | Trade report (PTR) | House | read | — | Open |
| Nov 15, 2024 | Trade report (PTR) | House | read | 1 | Open |
| Oct 16, 2024 | Trade report (PTR) | House | read | — | Open |
| Aug 12, 2024 | Annual report | House | Phase 7 | — | Open |
| Aug 10, 2024 | Trade report (PTR) | House | read | 2 | Open |
| Jul 15, 2024 | Trade report (PTR) | House | read | 16 | Open |
| Jun 07, 2024 | Trade report (PTR) | House | read | 8 | Open |
| May 12, 2024 | Trade report (PTR) | House | read | 2 | Open |
| Apr 12, 2024 | Trade report (PTR) | House | read | 15 | Open |
| Mar 12, 2024 | Trade report (PTR) | House | read | 6 | Open |
| Feb 11, 2024 | Trade report (PTR) | House | read | 5 | Open |
| Jan 13, 2024 | Trade report (PTR) | House | read | 16 | Open |
| Dec 07, 2023 | Trade report (PTR) | House | read | 6 | Open |
| Nov 17, 2023 | Trade report (PTR) | House | read | 4 | Open |
| Oct 13, 2023 | Trade report (PTR) | House | read | 17 | Open |
| Sep 07, 2023 | Trade report (PTR) | House | read | 5 | Open |
| Aug 16, 2023 | Trade report (PTR) | House | read | 2 | Open |
| Jul 12, 2023 | Trade report (PTR) | House | read | 16 | Open |
| Jun 13, 2023 | Trade report (PTR) | House | read | 5 | Open |
| May 11, 2023 | Trade report (PTR) | House | read | 4 | Open |
| Apr 10, 2023 | Trade report (PTR) | House | read | 15 | Open |
| Mar 15, 2023 | Trade report (PTR) | House | read | 5 | Open |
| Feb 14, 2023 | Trade report (PTR) | House | read | 44 | Open |
| Jan 13, 2023 | Trade report (PTR) | House | read | — | Open |
| Dec 08, 2022 | Trade report (PTR) | House | read | — | Open |
| Nov 09, 2022 | Trade report (PTR) | House | read | — | Open |
| Oct 10, 2022 | Trade report (PTR) | House | read | — | Open |
| Sep 15, 2022 | Trade report (PTR) | House | read | — | Open |
| Aug 15, 2022 | Trade report (PTR) | House | read | — | Open |
| Jul 15, 2022 | Trade report (PTR) | House | read | — | Open |
| Jun 14, 2022 | Trade report (PTR) | House | read | — | Open |
| May 12, 2022 | Trade report (PTR) | House | read | — | Open |
| Apr 12, 2022 | Trade report (PTR) | House | read | — | Open |
| Mar 07, 2022 | Trade report (PTR) | House | read | — | Open |
| Feb 02, 2022 | Trade report (PTR) | House | read | — | Open |
| Jan 11, 2022 | Trade report (PTR) | House | read | — | Open |
| Dec 09, 2021 | Trade report (PTR) | House | read | — | Open |
| Nov 05, 2021 | Trade report (PTR) | House | read | — | Open |
| Oct 07, 2021 | Trade report (PTR) | House | read | — | Open |
| Sep 15, 2021 | Trade report (PTR) | House | read | — | Open |
| Sep 15, 2021 | Trade report (PTR) | House | read | — | Open |
| Jul 30, 2021 | Trade report (PTR) | House | read | — | Open |
| Jul 14, 2021 | Trade report (PTR) | House | read | — | Open |
| Jun 15, 2021 | Trade report (PTR) | House | read | — | Open |
| May 17, 2021 | Trade report (PTR) | House | read | — | Open |
| Apr 09, 2021 | Trade report (PTR) | House | read | — | Open |
| Mar 15, 2021 | Trade report (PTR) | House | read | — | Open |
| Feb 17, 2021 | Trade report (PTR) | House | read | — | Open |
| Jan 15, 2021 | Trade report (PTR) | House | read | — | Open |
| Dec 14, 2020 | Trade report (PTR) | House | read | — | Open |
| Nov 14, 2020 | Trade report (PTR) | House | read | — | Open |
| Oct 15, 2020 | Trade report (PTR) | House | read | — | Open |
| Sep 15, 2020 | Trade report (PTR) | House | read | — | Open |
| Aug 15, 2020 | Trade report (PTR) | House | read | — | Open |
| Jul 20, 2020 | Trade report (PTR) | House | read | — | Open |
| Jun 16, 2020 | Trade report (PTR) | House | read | — | Open |
| May 15, 2020 | Trade report (PTR) | House | read | — | Open |
| Apr 16, 2020 | Trade report (PTR) | House | read | — | Open |
| Mar 17, 2020 | Trade report (PTR) | House | read | — | Open |
| Feb 15, 2020 | Trade report (PTR) | House | read | — | Open |
| Jan 14, 2020 | Trade report (PTR) | House | read | — | Open |
| Dec 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Nov 14, 2019 | Trade report (PTR) | House | read | — | Open |
| Oct 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Sep 16, 2019 | Trade report (PTR) | House | read | — | Open |
| Aug 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Jul 18, 2019 | Trade report (PTR) | House | read | — | Open |
| Jun 17, 2019 | Trade report (PTR) | House | read | — | Open |
| May 16, 2019 | Trade report (PTR) | House | read | — | Open |
| Apr 11, 2019 | Trade report (PTR) | House | read | — | Open |
| Mar 12, 2019 | Trade report (PTR) | House | read | — | Open |
| Feb 15, 2019 | Trade report (PTR) | House | read | — | Open |
| Jan 15, 2019 | Trade report (PTR) | House | read | — | Open |