Julia Letlow
R-LA-5 Representative for Louisiana’s 5th district Republican In Congress since 2021
- 257trades · 3 yrs
- 164buys
- 93sells
- 274dmedian wait
- 211filed late
Julia Letlow disclosed 257 trades made since Oct 4, 2023: 164 buys and 93 sales. The most traded name was CRM (6 trades). The latest, made Feb 20, 2026, was filed Mar 12, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
257 trades since Oct 4, 2023 · newest first
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TRVThe Travelers Companies, Inc.Buy$1K–$15KTraded Feb 20Filed Mar 12 20d
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DINOHF Sinclair CorporationSell$1K–$15KTraded Feb 20Filed Mar 12 20d
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BXPBXP, Inc.Sell$1K–$15KTraded Feb 20Filed Mar 12 20d
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VSTVistra Corp.Buy$1K–$15KTraded Feb 17Filed Mar 12 23d
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PEGPublic Service Enterprise Group IncorporatedSell$1K–$15KTraded Feb 17Filed Mar 12 23d
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EXEExpand Energy CorporationSell$1K–$15KTraded Feb 17Filed Mar 12 23d
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TTWOTake-Two Interactive Software, Inc.Sell$1K–$15KTraded Feb 12Filed Mar 12 28d
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REGNRegeneron Pharmaceuticals, Inc.Buy$1K–$15KTraded Feb 12Filed Mar 12 28d
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METAMeta Platforms, Inc.Buy$1K–$15KTraded Feb 12Filed Mar 12 28d
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ICEIntercontinental Exchange Inc.Sell$1K–$15KTraded Feb 12Filed Mar 12 28d
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ICLRICON plc - Ordinary SharesSell$1K–$15KTraded Feb 12Filed Mar 12 28d
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EXRExtra Space Storage IncBuy$1K–$15KTraded Feb 12Filed Mar 12 28d
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AVGOBroadcom Inc.Sell · part$1K–$15KTraded Feb 12Filed Mar 12 28d
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TAT&T Inc.Sell$1K–$15KTraded Feb 12Filed Mar 12 28d
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HUMHumana Inc.Sell$1K–$15KTraded Feb 10Filed Mar 12 30d
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PMPhilip Morris International IncSell$1K–$15KTraded Feb 5Filed Mar 12 35d
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PEPPepsico, Inc.Buy$1K–$15KTraded Feb 5Filed Mar 12 35d
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CMICummins Inc.Buy$1K–$15KTraded Feb 4Filed Mar 12 36d
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MMM3M CompanySell$1K–$15KTraded Feb 4Filed Mar 12 36d
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URIUnited Rentals, Inc.Sell$1K–$15KTraded Feb 2Filed Mar 12 38d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$1K–$15KTraded Feb 2Filed Mar 12 38d
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CRMSalesforce, Inc.Sell$1K–$15KTraded Feb 2Filed Mar 12 38d
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PGProcter & Gamble CompanyBuy$1K–$15KTraded Feb 2Filed Mar 12 38d
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MSFTMicrosoft CorporationSell · part$1K–$15KTraded Feb 2Filed Mar 12 38d
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MKCMcCormick & Company, IncorporatedSell$1K–$15KTraded Feb 2Filed Mar 12 38d
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DRSLeonardo DRS, Inc.Buy$1K–$15KTraded Feb 2Filed Mar 12 38d
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INTUIntuit Inc.Sell$1K–$15KTraded Feb 2Filed Mar 12 38d
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IBMInternational Business Machines CorporationBuy$1K–$15KTraded Feb 2Filed Mar 12 38d
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CSCOCisco Systems, Inc.Buy$1K–$15KTraded Feb 2Filed Mar 12 38d
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BABoeing CompanyBuy$1K–$15KTraded Feb 2Filed Mar 12 38d
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AAPLApple Inc.Buy$1K–$15KTraded Feb 2Filed Mar 12 38d
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AMDAdvanced Micro Devices, Inc.Buy$1K–$15KTraded Feb 2Filed Mar 12 38d
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MMM3M CompanySell · part$1K–$15KTraded Feb 2Filed Mar 12 38d
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US Treasury Note 8/15/2034Buy$1K–$15KTraded Dec 17, 2025Filed Jan 13 27d
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US Treasury Note 10/31/2026Sell$1K–$15KTraded Dec 17, 2025Filed Jan 13 27d
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URIUnited Rentals, Inc.Buy$1K–$15KTraded Dec 16, 2025Filed Jan 13 28d
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CRMSalesforce, Inc.Sell$1K–$15KTraded Dec 16, 2025Filed Jan 13 28d
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PINSPinterest, Inc.Sell$1K–$15KTraded Dec 16, 2025Filed Jan 13 28d
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WATWaters CorporationBuy$1K–$15KTraded Dec 8, 2025Filed Jan 13 36d
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WBDWarner Bros. Discovery, Inc. - Series ASell$1K–$15KTraded Dec 8, 2025Filed Jan 13 36d
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MTDMettler-Toledo International, Inc.Sell$1K–$15KTraded Dec 8, 2025Filed Jan 13 36d
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ICONIcon Energy Corp.Buy$1K–$15KTraded Dec 8, 2025Filed Jan 13 36d
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DVNDevon Energy CorporationBuy$1K–$15KTraded Dec 8, 2025Filed Jan 13 36d
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AZNAstraZeneca PLC - American Depositary SharesBuy$1K–$15KTraded Dec 8, 2025Filed Jan 13 36d
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ABBVAbbVie Inc.Sell$1K–$15KTraded Dec 8, 2025Filed Jan 13 36d
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ABTAbbott LaboratoriesSell$1K–$15KTraded Dec 8, 2025Filed Jan 13 36d
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STTState Street CorporationSell · part$1K–$15KTraded Nov 21, 2025Filed Jan 13 53d
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DISWalt Disney CompanyBuy$1K–$15KTraded Nov 3, 2025Filed Jan 13 71d
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SFStifel Financial CorporationBuy$1K–$15KTraded Nov 3, 2025Filed Jan 13 71d
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EXRExtra Space Storage IncSell$1K–$15KTraded Nov 3, 2025Filed Jan 13 71d
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KOCoca-Cola CompanyBuy$1K–$15KTraded Nov 3, 2025Filed Jan 13 71d
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CMGChipotle Mexican Grill, Inc.Sell$1K–$15KTraded Nov 3, 2025Filed Jan 13 71d
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US Treasury Note 3/31/2025Buy$1K–$15KTraded Oct 25, 2025Filed Jan 13 80d
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UHSUniversal Health Services, Inc.Buy$1K–$15KTraded Oct 23, 2025Filed Jan 13 82d
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RBLXRoblox CorporationSell$1K–$15KTraded Oct 22, 2025Filed Jan 13 83d
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RELXRELX PLC PLC American Depositary SharesBuy$1K–$15KTraded Oct 22, 2025Filed Jan 13 83d
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IBMInternational Business Machines CorporationBuy$1K–$15KTraded Oct 22, 2025Filed Jan 13 83d
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AMZNAmazon.com, Inc.Sell · part$1K–$15KTraded Oct 22, 2025Filed Jan 13 83d
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SYKStryker CorporationSell$1K–$15KTraded Oct 16, 2025Filed Jan 13 89d
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RBLXRoblox CorporationBuy$1K–$15KTraded Oct 16, 2025Filed Jan 13 89d
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PGProcter & Gamble CompanyBuy$1K–$15KTraded Oct 16, 2025Filed Jan 13 89d
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AVGOBroadcom Inc.Sell · part$1K–$15KTraded Oct 16, 2025Filed Jan 13 89d
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ADBEAdobe Inc.Sell$1K–$15KTraded Oct 16, 2025Filed Jan 13 89d
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JCIJohnson Controls International plc Ordinary ShareSell$1K–$15KTraded Oct 2, 2025Filed Jan 13 103d
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TWTradeweb Markets Inc.Sell$1K–$15KTraded Oct 1, 2025Filed Jan 13 104d
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MUMicron Technology, Inc.Sell · part$1K–$15KTraded Oct 1, 2025Filed Jan 13 104d
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KVUEKenvue Inc.Sell$1K–$15KTraded Oct 1, 2025Filed Jan 13 104d
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INTUIntuit Inc.Buy$1K–$15KTraded Oct 1, 2025Filed Jan 13 104d
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AMZNAmazon.com, Inc.Buy$1K–$15KTraded Oct 1, 2025Filed Jan 13 104d
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INTCIntel CorporationBuy$1K–$15KTraded Sep 22, 2025Filed Jan 13 113d
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GTESGates Industrial Corporation plc Ordinary SharesBuy$1K–$15KTraded Sep 22, 2025Filed Jan 13 113d
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DYDycom Industries, Inc.Buy$1K–$15KTraded Sep 22, 2025Filed Jan 13 113d
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DEDeere & CompanySell$1K–$15KTraded Sep 22, 2025Filed Jan 13 113d
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MUMicron Technology, Inc.Sell · part$1K–$15KTraded Sep 17, 2025Filed Jan 13 118d
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DLTRDollar Tree, Inc.Buy$1K–$15KTraded Sep 17, 2025Filed Jan 13 118d
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CMGChipotle Mexican Grill, Inc.Buy$1K–$15KTraded Aug 26, 2025Filed Jan 13 140d
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AIZAssurant, Inc.Buy$1K–$15KTraded Aug 26, 2025Filed Jan 13 140d
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ACIAlbertsons Companies, Inc.Sell$1K–$15KTraded Aug 26, 2025Filed Jan 13 140d
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LOWLowe's Companies, Inc.Buy$1K–$15KTraded Aug 8, 2025Filed Jan 13 158d
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HUMHumana Inc.Buy$1K–$15KTraded Aug 8, 2025Filed Jan 13 158d
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DINOHF Sinclair CorporationSell · part$1K–$15KTraded Aug 8, 2025Filed Jan 13 158d
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GLOBGlobant S.A. Common SharesSell$1K–$15KTraded Aug 8, 2025Filed Jan 13 158d
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CFCF Industries Holdings, Inc.Sell$1K–$15KTraded Aug 8, 2025Filed Jan 13 158d
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CNCCentene CorporationSell$1K–$15KTraded Aug 8, 2025Filed Jan 13 158d
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TWTradeweb Markets Inc.Buy$1K–$15KTraded Jul 29, 2025Filed Jan 13 168d
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TPRTapestry, Inc.Sell$1K–$15KTraded Jul 29, 2025Filed Jan 13 168d
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TTWOTake-Two Interactive Software, Inc.Buy$1K–$15KTraded Jul 29, 2025Filed Jan 13 168d
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AJGArthur J. Gallagher & Co.Sell$1K–$15KTraded Jul 29, 2025Filed Jan 13 168d
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WSMWilliams-Sonoma, Inc.Buy$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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WBDWarner Bros. Discovery, Inc. - Series ASell · part$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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TMOThermo Fisher Scientific IncBuy$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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CRMSalesforce, Inc.Buy$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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MTDMettler-Toledo International, Inc.Buy$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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JCIJohnson Controls International plc Ordinary ShareSell · part$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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GLOBGlobant S.A. Common SharesBuy$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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EXEExpand Energy CorporationSell · part$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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BABoeing CompanySell · part$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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AIGAmerican International Group, Inc. NewSell · part$1K–$15KTraded Jul 25, 2025Filed Jan 13 172d
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WDAYWorkday, Inc.Sell$1K–$15KTraded Jul 24, 2025Filed Jan 13 173d
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VVisa Inc.Buy$1K–$15KTraded Jul 24, 2025Filed Jan 13 173d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Sell · part$1K–$15KTraded Jul 24, 2025Filed Jan 13 173d
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DGXQuest Diagnostics IncorporatedSell$1K–$15KTraded Jul 24, 2025Filed Jan 13 173d
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GSGoldman Sachs Group, Inc.Sell$1K–$15KTraded Jul 24, 2025Filed Jan 13 173d
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ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Jul 24, 2025Filed Jan 13 173d
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BKThe Bank of New York Mellon CorporationSell$1K–$15KTraded Jul 2, 2025Filed Jan 13 195d
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SYFSynchrony FinancialBuy$1K–$15KTraded Jul 2, 2025Filed Jan 13 195d
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METAMeta Platforms, Inc.Sell$1K–$15KTraded Jul 2, 2025Filed Jan 13 195d
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TAT&T Inc.Sell · part$1K–$15KTraded Jul 2, 2025Filed Jan 13 195d
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GOOGLAlphabet Inc.Buy$1K–$15KTraded Jul 2, 2025Filed Jan 13 195d
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US Treasury Note 5/31/2026Buy$15K–$50KTraded Jun 26, 2025Filed Jan 13 201d
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WDAYWorkday, Inc.Sell · part$1K–$15KTraded Jun 17, 2025Filed Jan 13 210d
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PFEPfizer, Inc.Buy$1K–$15KTraded Jun 17, 2025Filed Jan 13 210d
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CSCOCisco Systems, Inc.Buy$1K–$15KTraded Jun 17, 2025Filed Jan 13 210d
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AMDAdvanced Micro Devices, Inc.Buy$1K–$15KTraded Jun 17, 2025Filed Jan 13 210d
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UNHUnitedHealth Group IncorporatedSell$1K–$15KTraded May 27, 2025Filed Jan 13 231d
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STTState Street CorporationBuy$1K–$15KTraded May 27, 2025Filed Jan 13 231d
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MSFTMicrosoft CorporationBuy$1K–$15KTraded May 8, 2025Filed Jan 13 250d
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LVSLas Vegas Sands Corp.Sell$1K–$15KTraded May 8, 2025Filed Jan 13 250d
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AAPLApple Inc.Sell · part$1K–$15KTraded May 1, 2025Filed Jan 13 257d
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TMOThermo Fisher Scientific IncSell$1K–$15KTraded Apr 28, 2025Filed Jan 13 260d
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DGXQuest Diagnostics IncorporatedBuy$1K–$15KTraded Apr 28, 2025Filed Jan 13 260d
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DHRDanaher CorporationBuy$1K–$15KTraded Apr 28, 2025Filed Jan 13 260d
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BMYBristol-Myers Squibb CompanySell$1K–$15KTraded Apr 28, 2025Filed Jan 13 260d
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ABBVAbbVie Inc.Buy$1K–$15KTraded Apr 28, 2025Filed Jan 13 260d
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UNHUnitedHealth Group IncorporatedBuy$1K–$15KTraded Apr 22, 2025Filed Jan 13 266d
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CIThe Cigna GroupSell$1K–$15KTraded Apr 22, 2025Filed Jan 13 266d
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DBXDropbox, Inc.Sell$1K–$15KTraded Apr 22, 2025Filed Jan 13 266d
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ACNAccenture plc Class A Ordinary SharesBuy$1K–$15KTraded Apr 22, 2025Filed Jan 13 266d
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TTWOTake-Two Interactive Software, Inc.Buy$1K–$15KTraded Apr 14, 2025Filed Jan 13 274d
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MUMicron Technology, Inc.Buy$1K–$15KTraded Apr 14, 2025Filed Jan 13 274d
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CNCCentene CorporationBuy$1K–$15KTraded Apr 14, 2025Filed Jan 13 274d
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DOVDover CorporationSell$1K–$15KTraded Apr 11, 2025Filed Jan 13 277d
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CCitigroup, Inc.Sell$1K–$15KTraded Apr 11, 2025Filed Jan 13 277d
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JCIJohnson Controls International plc Ordinary ShareBuy$1K–$15KTraded Mar 19, 2025Filed Jan 13 300d
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HPEHewlett Packard Enterprise CompanySell$1K–$15KTraded Mar 13, 2025Filed Jan 13 306d
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GLOBGlobant S.A. Common SharesBuy$1K–$15KTraded Feb 28, 2025Filed Jan 13 319d
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SLBSchlumberger N.V.Sell$1K–$15KTraded Feb 24, 2025Filed Jan 13 323d
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AIGAmerican International Group, Inc. NewBuy$1K–$15KTraded Feb 24, 2025Filed Jan 13 323d
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AFGAmerican Financial Group, Inc.Sell$1K–$15KTraded Feb 24, 2025Filed Jan 13 323d
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CRMSalesforce, Inc.Sell$1K–$15KTraded Feb 7, 2025Filed Jan 13 340d
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METAMeta Platforms, Inc.Sell · part$1K–$15KTraded Feb 7, 2025Filed Jan 13 340d
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EXRExtra Space Storage IncBuy$1K–$15KTraded Feb 7, 2025Filed Jan 13 340d
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NVDANVIDIA CorporationSell · part$1K–$15KTraded Jan 31, 2025Filed Jan 13 347d
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MSFTMicrosoft CorporationSell · part$1K–$15KTraded Jan 31, 2025Filed Jan 13 347d
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METAMeta Platforms, Inc.Buy$1K–$15KTraded Jan 31, 2025Filed Jan 13 347d
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IRIngersoll Rand Inc.Sell$1K–$15KTraded Jan 31, 2025Filed Jan 13 347d
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DEDeere & CompanyBuy$1K–$15KTraded Jan 31, 2025Filed Jan 13 347d
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CCitigroup, Inc.Buy$1K–$15KTraded Jan 31, 2025Filed Jan 13 347d
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AAPLApple Inc.Buy$1K–$15KTraded Jan 31, 2025Filed Jan 13 347d
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UHIDUniversal Health Services, Inc.Sell$1K–$15KTraded Jan 24, 2025Filed Jan 13 354d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Sell · part$1K–$15KTraded Jan 24, 2025Filed Jan 13 354d
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PVHPVH Corp.Sell$1K–$15KTraded Jan 24, 2025Filed Jan 13 354d
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HPEHewlett Packard Enterprise CompanyBuy$1K–$15KTraded Jan 24, 2025Filed Jan 13 354d
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ACIAlbertsons Companies, Inc.Buy$1K–$15KTraded Jan 24, 2025Filed Jan 13 354d
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ADBEAdobe Inc.Buy$1K–$15KTraded Jan 24, 2025Filed Jan 13 354d
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ABBVAbbVie Inc.Sell$1K–$15KTraded Jan 24, 2025Filed Jan 13 354d
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MMM3M CompanyBuy$1K–$15KTraded Jan 17, 2025Filed Jan 13 361d
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NEENextEra Energy, Inc.Sell$1K–$15KTraded Jan 15, 2025Filed Jan 13 363d
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ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Jan 15, 2025Filed Jan 13 363d
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MUMicron Technology, Inc.Buy$1K–$15KTraded Dec 18, 2024Filed Jan 13 391d
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MTDMettler-Toledo International, Inc.Buy$1K–$15KTraded Dec 18, 2024Filed Jan 13 391d
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MCKMcKesson CorporationBuy$1K–$15KTraded Dec 18, 2024Filed Jan 13 391d
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AVGOBroadcom Inc.Sell · part$1K–$15KTraded Dec 18, 2024Filed Jan 13 391d
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AAPLApple Inc.Sell · part$1K–$15KTraded Dec 18, 2024Filed Jan 13 391d
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CVS Health CorpSell$1K–$15KTraded Dec 11, 2024Filed Jan 13 398d
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CRMSalesforce, Inc.Sell · part$1K–$15KTraded Dec 6, 2024Filed Jan 13 403d
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MSFTMicrosoft CorporationBuy$1K–$15KTraded Dec 6, 2024Filed Jan 13 403d
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AZPNAspen Technology, Inc.Sell$1K–$15KTraded Dec 6, 2024Filed Jan 13 403d
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TPRTapestry, Inc.Sell · part$1K–$15KTraded Nov 26, 2024Filed Jan 13 413d
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WDAYWorkday, Inc.Buy$1K–$15KTraded Nov 19, 2024Filed Jan 13 420d
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WATWaters CorporationSell$1K–$15KTraded Nov 19, 2024Filed Jan 13 420d
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KHCThe Kraft Heinz CompanySell$1K–$15KTraded Nov 19, 2024Filed Jan 13 420d
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AMGNAmgen Inc.Sell$1K–$15KTraded Nov 19, 2024Filed Jan 13 420d
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AFGAmerican Financial Group, Inc.Buy$1K–$15KTraded Nov 19, 2024Filed Jan 13 420d
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US Treasury Note 4/30/2025Sell · part$1K–$15KTraded Nov 5, 2024Filed Jan 13 434d
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US Treasury Note 10/31/2029Buy$1K–$15KTraded Nov 5, 2024Filed Jan 13 434d
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WBDWarner Bros. Discovery, Inc. - Series ABuy$1K–$15KTraded Nov 1, 2024Filed Jan 13 438d
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NEENextEra Energy, Inc.Buy$1K–$15KTraded Nov 1, 2024Filed Jan 13 438d
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Walmart Inc.Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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Visa Inc.Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 8/15/2034Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 8/15/2031Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 8/15/2028Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 5/15/2050Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 4/30/2025Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 4/30/2025Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 11/15/2032Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 10/31/2026Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Note 1/31/2029Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Bond 8/15/2048Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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US Treasury Bond 8/15/2041Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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The Walt Disney CompanyBuy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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Pepsico Inc.Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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Microsoft CorpBuy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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JPMorgan Chase & CoBuy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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CVS Health CorpBuy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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AT&T Inc.Buy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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Anheuser Busch InBev FinBuy$1K–$15KTraded Oct 25, 2024Filed Jan 13 445d
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WDAYWorkday, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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WSMWilliams-Sonoma, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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HCNWelltower Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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WFCWells Fargo & CompanyBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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WATWaters CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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VVisa Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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VRTXVertex Pharmaceuticals IncorporatedBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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UNHUnitedHealth Group IncorporatedBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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TMOThermo Fisher Scientific IncBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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KHCThe Kraft Heinz CompanyBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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CIThe Cigna GroupBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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BKThe Bank of New York Mellon CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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TPRTapestry, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$15K–$50KTraded Oct 23, 2024Filed Jan 13 447d
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SYKStryker CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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SLBSchlumberger N.V.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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CRMSalesforce, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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SAIASaia, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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PVHPVH Corp.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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PEGPublic Service Enterprise Group IncorporatedBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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PNCPNC Financial Services Group, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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PINSPinterest, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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PMPhilip Morris International IncBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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PHParker-Hannifin CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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NUENucor CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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NEENextEra Energy, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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MSFTMicrosoft CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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METAMeta Platforms, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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MKCMcCormick & Company, IncorporatedBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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LOWLowe's Companies, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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LVSLas Vegas Sands Corp.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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KVUEKenvue Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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JPMJP Morgan Chase & Co.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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ICEIntercontinental Exchange Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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IRIngersoll Rand Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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DINOHF Sinclair CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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GSGoldman Sachs Group, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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EXEExpand Energy CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
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DUKDuke Energy CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
DBXDropbox, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
DOVDover CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
CVXChevron CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
CFCF Industries Holdings, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
BXPBXP, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
BMYBristol-Myers Squibb CompanyBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
BAHBooz Allen Hamilton Holding CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
BABoeing CompanyBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
TAT&T Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
AZPNAspen Technology, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
AJGArthur J. Gallagher & Co.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
AAPLApple Inc.Buy$15K–$50KTraded Oct 23, 2024Filed Jan 13 447d
-
AMGNAmgen Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
AMZNAmazon.com, Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
AAAlcoa CorporationBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
ACNAccenture plc Class A Ordinary SharesBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
ABBVAbbVie Inc.Buy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
-
ABTAbbott LaboratoriesBuy$1K–$15KTraded Oct 23, 2024Filed Jan 13 447d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$338.2K–$2.9M
sum of 171 disclosed ranges
- Fund 81
- Stock 60
- Bond 18
- Cash 6
- Other 6
- Bank of America Checking AccountSelf$50K–$100KSame band
- POIXXFederated Hermes Institutional Prime Obligations Fund IS ClassSelf$50K–$100KNew
- GOOGLAlphabet Inc.Self$15K–$50KNew
- AAPLApple Inc.Self$15K–$50KSame band
- Louisiana State Employees RetirementSelf$15K–$50KSame band
- MSFTMicrosoft CorporationSelf$15K–$50KSame band
- U.S. Treasury Note 5/31/26Self$15K–$50K▲ $1K–$15K
- MMM3M CompanySelf$1K–$15KNew
- TAT&T Inc.Self$1K–$15KSame band
- AT&T Inc.Self$1K–$15KSame band
- AMDAdvanced Micro Devices, Inc.Self$1K–$15KNew
- AAAlcoa CorporationSelf$1K–$15KSame band
- AMZNAmazon.com, Inc.Self$1K–$15KSame band
- AIGAmerican International Group, Inc. NewSelf$1K–$15KNew
- Anheuser Busch InBev FinSelf$1K–$15KSame band
- AIZAssurant, Inc.Self$1K–$15KNew
- AZNAstraZeneca PLC - American Depositary SharesSelf$1K–$15KNew
- AVEMAvantis Emerging Markets Equity ETFSelf$1K–$15KNew
- AVEMAvantis Emerging Markets Equity ETFSelf$1K–$15KNew
- AVEMAvantis Emerging Markets Equity ETFSelf$1K–$15KNew
- AVEMAvantis Emerging Markets Equity ETFSelf$1K–$15KNew
- AVEMAvantis Emerging Markets Equity ETFSelf$1K–$15KNew
- BXPBXP, Inc.Self$1K–$15KSame band
- Bank of America, NASelf$1K–$15K▼ $15K–$50K
- Bank of America, NASelf$1K–$15K▼ $15K–$50K
- MADVXBlackRock Eq Dividend ISelf$1K–$15KSame band
- MADVXBlackRock Eq Dividend ISelf$1K–$15KSame band
- MANLXBlackRock National Muni ISelf$1K–$15KSame band
- BGSIXBlackRock Science & Technology Opportunities Portf Insti ClassSelf$1K–$15KSame band
- BGSIXBlackRock Science & Technology Opportunities Portf Insti ClassSelf$1K–$15KSame band
- BGSIXBlackRock Science & Technology Opportunities Portf Insti ClassSelf$1K–$15KSame band
- Blackrock 2038 Enroll ASelf$1K–$15KSame band
- Blackrock Global Allocation PRT ASelf$1K–$15KSame band
- BABoeing CompanySelf$1K–$15KSame band
- AVGOBroadcom Inc.Self$1K–$15KSame band
- CashSelf$1K–$15KSame band
- CIVIXCauseway International Value Fund - Institutional ClassSelf$1K–$15KNew
- CIVIXCauseway International Value Fund - Institutional ClassSelf$1K–$15KNew
- CVXChevron CorporationSelf$1K–$15KSame band
- CSCOCisco Systems, Inc.Self$1K–$15KNew
- KOCoca-Cola CompanySelf$1K–$15KNew
- DHRDanaher CorporationSelf$1K–$15KNew
- DVNDevon Energy CorporationSelf$1K–$15KNew
- DLTRDollar Tree, Inc.Self$1K–$15KNew
- DBLTXDoubleLine Total Return Bond Fund Class ISelf$1K–$15KSame band
- DBLTXDoubleLine Total Return Bond Fund Class ISelf$1K–$15KSame band
- DUKDuke Energy CorporationSelf$1K–$15KSame band
- DYDycom Industries, Inc.Self$1K–$15KNew
- EXEExpand Energy CorporationSelf$1K–$15KSame band
- FT Clearbridge Cap APP ASelf$1K–$15KSame band
- GTESGates Industrial Corporation plc Ordinary SharesSelf$1K–$15KNew
- SHLDGlobal X Defense Tech ETFSelf$1K–$15KNew
- GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional SharesSelf$1K–$15KSame band
- GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional SharesSelf$1K–$15KSame band
- GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional SharesSelf$1K–$15KSame band
- GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional SharesSelf$1K–$15KSame band
- GSIMXGoldman Sachs GQG Partners International Opportunities Fund Institutional SharesSelf$1K–$15KSame band
- DINOHF Sinclair CorporationSelf$1K–$15KSame band
- HUMHumana Inc.Self$1K–$15KNew
- ICLRICON plc - Ordinary SharesSelf$1K–$15KNew
- INTCIntel CorporationSelf$1K–$15KNew
- ICEIntercontinental Exchange Inc.Self$1K–$15KSame band
- IBMInternational Business Machines CorporationSelf$1K–$15KNew
- INTUIntuit Inc.Self$1K–$15KNew
- Ishares Core Mod Allocation ASelf$1K–$15KSame band
- JPMJP Morgan Chase & Co.Self$1K–$15KSame band
- JPMorgan Chase & CoSelf$1K–$15KSame band
- JDESXJPMorgan U.S. Research Enhanced Equity Fund - I ClassSelf$1K–$15KNew
- JDESXJPMorgan U.S. Research Enhanced Equity Fund - I ClassSelf$1K–$15KNew
- JDESXJPMorgan U.S. Research Enhanced Equity Fund - I ClassSelf$1K–$15KNew
- LOWLowe's Companies, Inc.Self$1K–$15KSame band
- MEIIXMFS Value Fund - Class ISelf$1K–$15KSame band
- MEIIXMFS Value Fund - Class ISelf$1K–$15KSame band
- DCCIXMacquarie Small Cap Core Fund InstitutionalSelf$1K–$15KSame band
- DCCIXMacquarie Small Cap Core Fund InstitutionalSelf$1K–$15KSame band
- MKCMcCormick & Company, IncorporatedSelf$1K–$15KSame band
- MCKMcKesson CorporationSelf$1K–$15KSame band
- Merrill Lynch Bank AccountSelf$1K–$15KSame band
- MUMicron Technology, Inc.Self$1K–$15KSame band
- Microsoft CorpSelf$1K–$15KSame band
- NVDANVIDIA CorporationSelf$1K–$15KSame band
- Nextgen Savings Port ASelf$1K–$15KSame band
- NUENucor CorporationSelf$1K–$15KSame band
- PBDPXPIMCO Investment Grade Credit Bond Fund Class I-2Self$1K–$15KSame band
- PBDPXPIMCO Investment Grade Credit Bond Fund Class I-2Self$1K–$15KSame band
- PNCPNC Financial Services Group, Inc.Self$1K–$15KSame band
- PHParker-Hannifin CorporationSelf$1K–$15KSame band
- Pepsico Inc.Self$1K–$15KSame band
- PFEPfizer, Inc.Self$1K–$15KNew
- PMPhilip Morris International IncSelf$1K–$15KSame band
- PGProcter & Gamble CompanySelf$1K–$15KNew
- PEGPublic Service Enterprise Group IncorporatedSelf$1K–$15KSame band
- RELXRELX PLC PLC American Depositary SharesSelf$1K–$15KNew
- SAIASaia, Inc.Self$1K–$15KSame band
- STTState Street CorporationSelf$1K–$15KNew
- SFStifel Financial CorporationSelf$1K–$15KNew
- SYFSynchrony FinancialSelf$1K–$15KNew
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Self$1K–$15KSame band
- TTWOTake-Two Interactive Software, Inc.Self$1K–$15KNew
- The Walt Disney CompanySelf$1K–$15KSame band
- TMOThermo Fisher Scientific IncSelf$1K–$15KSame band
- U.S. Treasury Bond 8/15/2041Self$1K–$15KSame band
- U.S. Treasury Bond 8/15/2048Self$1K–$15KSame band
- U.S. Treasury Note 1/31/2029Self$1K–$15KSame band
- U.S. Treasury Note 10/31/2029Self$1K–$15KSame band
- U.S. Treasury Note 11/15/2032Self$1K–$15KSame band
- U.S. Treasury Note 5/15/2050Self$1K–$15KSame band
- U.S. Treasury Note 8/15/2028Self$1K–$15KSame band
- U.S. Treasury Note 8/15/2031Self$1K–$15KSame band
- U.S. Treasury Note 8/15/2034Self$1K–$15KSame band
- URIUnited Rentals, Inc.Self$1K–$15KNew
- VCITVanguard Intermediate-Term Corporate Bond ETFSelf$1K–$15KSame band
- VCITVanguard Intermediate-Term Corporate Bond ETFSelf$1K–$15KSame band
- VMBSVanguard Mortgage-Backed Securities ETFSelf$1K–$15KSame band
- VMBSVanguard Mortgage-Backed Securities ETFSelf$1K–$15KSame band
- VONGVanguard Russell 1000 Growth ETFSelf$1K–$15KSame band
- VONGVanguard Russell 1000 Growth ETFSelf$1K–$15KSame band
- BNDXVanguard Total International Bond ETFSelf$1K–$15KSame band
- BNDXVanguard Total International Bond ETFSelf$1K–$15KSame band
- VRTXVertex Pharmaceuticals IncorporatedSelf$1K–$15KSame band
- Visa Inc.Self$1K–$15KSame band
- VVisa Inc.Self$1K–$15KSame band
- Walmart Inc.Self$1K–$15KSame band
- DISWalt Disney CompanySelf$1K–$15KNew
- WATWaters CorporationSelf$1K–$15KNew
- WFCWells Fargo & CompanySelf$1K–$15KSame band
- WELLWelltower Inc.Self$1K–$15KSame band
- WSMWilliams-Sonoma, Inc.Self$1K–$15KSame band
- USHYiShares Broad USD High Yield Corporate Bond ETFSelf$1K–$15KNew
- USHYiShares Broad USD High Yield Corporate Bond ETFSelf$1K–$15KNew
- IEMGiShares Core MSCI Emerging Markets ETFSelf$1K–$15KSame band
- IEMGiShares Core MSCI Emerging Markets ETFSelf$1K–$15KSame band
- IEMGiShares Core MSCI Emerging Markets ETFSelf$1K–$15KSame band
- IDEViShares Core MSCI International Developed Markets ETFSelf$1K–$15KSame band
- IDEViShares Core MSCI International Developed Markets ETFSelf$1K–$15KSame band
- IVViShares Core S&P 500 ETFSelf$1K–$15KSame band
- IVViShares Core S&P 500 ETFSelf$1K–$15KSame band
- IVViShares Core S&P 500 ETFSelf$1K–$15KSame band
- HIMUiShares High Yield Muni Active ETFSelf$1K–$15KNew
- EFGiShares MSCI EAFE Growth ETFSelf$1K–$15KSame band
- EFGiShares MSCI EAFE Growth ETFSelf$1K–$15KSame band
- EFGiShares MSCI EAFE Growth ETFSelf$1K–$15KSame band
- EFViShares MSCI EAFE Value ETFSelf$1K–$15KNew
- EFViShares MSCI EAFE Value ETFSelf$1K–$15KNew
- EFViShares MSCI EAFE Value ETFSelf$1K–$15KNew
- USMViShares MSCI USA Min Vol Factor ETFSelf$1K–$15KNew
- QUALiShares MSCI USA Quality Factor ETFSelf$1K–$15KSame band
- QUALiShares MSCI USA Quality Factor ETFSelf$1K–$15KSame band
- QUALiShares MSCI USA Quality Factor ETFSelf$1K–$15KSame band
- IWFiShares Russell 1000 Growth ETFSelf$1K–$15KSame band
- IWFiShares Russell 1000 Growth ETFSelf$1K–$15KSame band
- IWDiShares Russell 1000 Value ETFSelf$1K–$15KSame band
- IWDiShares Russell 1000 Value ETFSelf$1K–$15KSame band
- OEFiShares S&P 100 ETFSelf$1K–$15KSame band
- OEFiShares S&P 100 FundSelf$1K–$15KSame band
- OEFiShares S&P 100 FundSelf$1K–$15KSame band
- IVWiShares S&P 500 Growth ETFSelf$1K–$15KSame band
- IVWiShares S&P 500 Growth ETFSelf$1K–$15KSame band
- IVWiShares S&P 500 Growth ETFSelf$1K–$15KSame band
- IVEiShares S&P 500 Value ETFSelf$1K–$15KNew
- IVEiShares S&P 500 Value ETFSelf$1K–$15KNew
- IVEiShares S&P 500 Value ETFSelf$1K–$15KNew
- DYNFiShares U.S. Equity Factor Rotation Active ETFSelf$1K–$15KSame band
- DYNFiShares U.S. Equity Factor Rotation Active ETFSelf$1K–$15KSame band
- DYNFiShares U.S. Equity Factor Rotation Active ETFSelf$1K–$15KSame band
- THROiShares U.S. Thematic Rotation Active ETFSelf$1K–$15KNew
- THROiShares U.S. Thematic Rotation Active ETFSelf$1K–$15KNew
- THROiShares U.S. Thematic Rotation Active ETFSelf$1K–$15KNew
- GOVTiShares U.S. Treasury Bond ETFSelf$1K–$15K▼ $15K–$50K
- GOVTiShares U.S. Treasury Bond ETFSelf$1K–$15K▼ $15K–$50K
- Bank of America, NASelf$0–$1K▼ $15K–$50K
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- ABBV AbbVie Inc. $1K–$15K
- ABT Abbott Laboratories $1K–$15K
- ACN Accenture plc Class A Ordinary Shares $1K–$15K
- AFG American Financial Group, Inc. $1K–$15K
- AJG Arthur J. Gallagher & Co. $1K–$15K
- Bank of America, NA RASP $1K–$15K
- MADCX BlackRock Emerging Markets Fund Class I $1K–$15K
- BMY Bristol-Myers Squibb Company $1K–$15K
- CF CF Industries Holdings, Inc. $1K–$15K
- DOV Dover Corporation $1K–$15K
- DBX Dropbox, Inc. $1K–$15K
- EGFIX Edgewood Growth Fund Insti $1K–$15K
- EGFIX Edgewood Growth Fund Insti $1K–$15K
- GS Goldman Sachs Group, Inc. $1K–$15K
- IR Ingersoll Rand Inc. $1K–$15K
- KVUE Kenvue Inc. $1K–$15K
- LVS Las Vegas Sands Corp. $1K–$15K
- MRGRX MFS Core Equity Fund Class I $1K–$15K
- MRGRX MFS Core Equity Fund Class I $1K–$15K
- MRGRX MFS Core Equity Fund Class I $1K–$15K
- META Meta Platforms, Inc. $1K–$15K
- MTD Mettler-Toledo International, Inc. $1K–$15K
- NEE NextEra Energy, Inc. $1K–$15K
- OANIX Oakmark International Fund Institutional Class $1K–$15K
- OANIX Oakmark International Fund Institutional Class $1K–$15K
- PVH PVH Corp. $1K–$15K
- PINS Pinterest, Inc. $1K–$15K
- SLB SLB Limited Common Shares $1K–$15K
- CRM Salesforce, Inc. $1K–$15K
- SCHA Schwab U.S. Small-Cap ETF $1K–$15K
Source filings
Every report we read for this page · newest first
- Aug 13, 2026 2025 annual report 180 assets View original
- Aug 13, 2026 2024 annual report · amended 168 assets View original
- Mar 12, 2026 Periodic transaction report 33 trades View original
- Jan 13, 2026 Periodic transaction report 224 trades View original
- Jan 13, 2026 2023 annual report · amended 87 assets View original
From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.