$26.14M
Net Worth Est.
$8.98M
Trade Volume
448
Recent Trades
Dec 12, 2025
Last Trade
Current Member
No
Years Active
2021 - 2026
Age
52
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Marjorie Taylor Greene Stock Portfolio & Net Worth
Republican
Former Representative (GA-14)
Active Trader
Trades: 448
Issuers: 94
Last Trade: Dec 12, 2025
Portfolio Lab
Backtest a hypothetical portfolio built from disclosed holdings (illustrative only; reporting delays and value ranges apply; past performance is not indicative of future results).
This portfolio monitors the publicly disclosed assets and transactions of Marjorie Taylor Greene, compiled from official congressional financial filings under the STOCK Act. It currently tracks 375 disclosed assets and recent trading volume of $8.98M.
Financial holdings and assets from Marjorie Taylor Greene's portfolio, compiled from official public records. Net worth estimates represent valuation range midpoints.
By value, the largest disclosed asset types are Business Interests, Real Estate, and Bank Accounts.
Filing Sources & Methodology: Data compiled from official public filings with the U.S. House Clerk and U.S. Senate Financial Disclosures (eFD) pursuant to the STOCK Act (Pub. L. 112–105).
Disclosures are reported with a statutory 30–45 day delay and in broad valuation ranges; net worth and growth metrics represent midpoint approximations for research and informational purposes only. Not investment advice or a recommendation to buy or sell any security. Past performance is not indicative of future results.
Estimated Net Worth
$26.14M
Disclosed Portfolio
Disclosure period
2020 - 2024
Report years
Net Worth Growth
-24.1%
vs +58.4% S&P 500
Trade Volume
$8.98M
Recent Disclosed
Disclosed Trades
448
45 Official Filings
Portfolio Performance vs S&P 500
Cumulative disclosure net worth growth of Marjorie Taylor Greene vs S&P 500 Index (SPY) since 2020.
Marjorie Taylor Greene: -24.1%
S&P 500: +58.4%
Marjorie Taylor Greene has a net worth of $26.14M
per our latest estimates. Estimates are calculated based on the midpoints of disclosed asset valuations.
Net Worth Trajectory
Note: the latest point is the current net worth estimate; earlier points come from annual reports (range midpoints), so the last step is not a like-for-like change.
$26.14M
Current Net Worth Est.
Top Holdings / Asset Types
Disclosed Holdings
| Asset / Holding | Asset Type | Disclosed Amount Range | Owner | Report Year | Filed Date |
|---|---|---|---|---|---|
 The Blackstone Group Inc
BX
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
|
SCHWAB ONE
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
|
PMLTD, INC.
Disclosed Asset
|
Real Property | $1,000,001 - $5,000,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
Occidental Petroleum Corporation
OXY
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
|
NORFOLK SOUTHERN CORPORATION COMMON STOCK (NSC)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
|
NON-PRIMARY RESIDENCE
Disclosed Asset
|
Real Property | $500,001 - $1,000,000 | Self | 2024 | Aug 15, 2025 |
NextEra Energy, Inc
NEE
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
Nestlé S.A
NSRGY
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 | |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
|
LULULEMON ATHLETICA INC. - COMMON STOCK (LULU)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
|
LAM RESEARCH CORPORATION - COMMON STOCK (LRCX)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
Kinder Morgan, Inc
KMI
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
GlaxoSmithKline plc
GSK
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
Gilead Sciences, Inc
GILD
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
FedEx Corporation
FDX
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
Duke Energy Corporation
DUK
|
Stock | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 |
Digital Realty Trust, Inc
DLR
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
Dell Technologies Inc
DELL
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
Corning Incorporated
GLW
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
|
CONGRESSIONAL FEDERAL CREDIT UNION
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | Self | 2024 | Aug 15, 2025 |
The Charles Schwab Corporation
SCHW
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
Cardinal Health, Inc
CAH
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
Cardinal Health, Inc
CAH
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
Adobe Inc
ADBE
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
Advanced Micro Devices, Inc
AMD
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 | |
| Stock | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 | |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
|
APPLIED MATERIALS, INC. - COMMON STOCK (AMAT)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
ASML Holding N.V
ASML
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
BERKSHIRE HATHAWAY INC. NEW COMMON STOCK
BRK.B
|
Stock | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 |
Vanguard Small-Cap Index Fund ETF Shares
VB
|
Exchange Traded Funds (ETF) | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Exchange Traded Funds (ETF) | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 | |
Vanguard Mid-Cap Index Fund ETF Shares
VO
|
Exchange Traded Funds (ETF) | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
| Exchange Traded Funds (ETF) | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
Schwab U.S. Large-Cap Growth ETF
SCHG
|
Exchange Traded Funds (ETF) | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 |
|
MARJORIE 401K ⇒ VANGUARD SMALL CAP INDEX FD ADMIRAL SHS (VSMAX)
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2024 | Aug 15, 2025 |
Vanguard S&P 500 Growth Index Fund Institutional Shares
VSPGX
|
Mutual Funds | $100,001 - $250,000 | Self | 2024 | Aug 15, 2025 |
|
MARJORIE 401K ⇒ VANGUARD GROWTH INDEX FD ADMIRAL SHS (VIGAX)
Disclosed Asset
|
Mutual Funds | $100,001 - $250,000 | Self | 2024 | Aug 15, 2025 |
|
MARJORIE 401K ⇒ FIDELITY INTERNATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 | |
|
US TREASURY BILL
Disclosed Asset
|
Government Securities and Agency Debt | $500,001 - $1,000,000 | Self | 2024 | Aug 15, 2025 |
|
US TREASURY BILL
Disclosed Asset
|
Government Securities and Agency Debt | $100,001 - $250,000 | Self | 2024 | Aug 15, 2025 |
|
US TREASURY BILL
Disclosed Asset
|
Government Securities and Agency Debt | $100,001 - $250,000 | Self | 2024 | Aug 15, 2025 |
|
US TREASURY BILL
Disclosed Asset
|
Government Securities and Agency Debt | $100,001 - $250,000 | Self | 2024 | Aug 15, 2025 |
|
US TREASURY BILL
Disclosed Asset
|
Government Securities and Agency Debt | $100,001 - $250,000 | Self | 2024 | Aug 15, 2025 |
|
UNITED PARCEL SERVICE, INC. COMMON STOCK (UPS)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
|
TRACTOR SUPPLY COMPANY - COMMON STOCK (TSCO)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
The Hershey Company
HSY
|
Stock | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 |
| Stock | $15,001 - $50,000 | Self | 2024 | Aug 15, 2025 | |
|
TAYLOR COMMERCIAL, INC., 51% INTEREST
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | Self | 2024 | Aug 15, 2025 |
Southern Copper Corporation
SCCO
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
The Southern Company
SO
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
ServiceNow, Inc
NOW
|
Stock | $1,001 - $15,000 | Self | 2024 | Aug 15, 2025 |
|
SCHWAB ONE
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2024 | Aug 15, 2025 |
|
SCHWAB ONE
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $15,001 - $50,000 | JT | 2024 | Aug 15, 2025 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $1 - $1,000 | DC | 2023 | May 15, 2024 |
| Stock | $1 - $1,000 | DC | 2023 | May 15, 2024 | |
| Stock | $1,001 - $15,000 | DC | 2023 | May 15, 2024 | |
Nestlé S.A
NSRGY
|
Stock | $1,001 - $15,000 | Self | 2023 | May 15, 2024 |
|
DC3 IRA ⇒ SCHWAB CUSTODIAL MONEY MARKET
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2023 | May 15, 2024 |
The Southern Company
SO
|
Stock | $1,001 - $15,000 | DC | 2023 | May 15, 2024 |
| Stock | $1 - $1,000 | DC | 2023 | May 15, 2024 | |
Truist Financial Corporation
TFC
|
Stock | $1 - $1,000 | DC | 2023 | May 15, 2024 |
| Stock | $1 - $1,000 | DC | 2023 | May 15, 2024 | |
|
KIDS COLLEGE FUND ⇒ PATH2COLLEGE DC3
Disclosed Asset
|
529 Prepaid Tuition Plan | $15,001 - $50,000 | JT | 2023 | May 15, 2024 |
|
MARJORIE 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2023 | May 15, 2024 |
|
MARJORIE 401K ⇒ FIDELITY INTERNATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2023 | May 15, 2024 |
|
MARJORIE 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2023 | May 15, 2024 |
|
MARJORIE 401K ⇒ VANGAURD SMALL CAP INDEX
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2023 | May 15, 2024 |
|
NON-PRIMARY RESIDENCE
Disclosed Asset
|
Real Property | $500,001 - $1,000,000 | Self | 2023 | May 15, 2024 |
|
PMLTD, INC.
Disclosed Asset
|
Real Property | $1,000,001 - $5,000,000 | Self | 2023 | May 15, 2024 |
|
TAYLOR COMMERCIAL, INC., 51% INTEREST
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | Self | 2023 | May 15, 2024 |
|
CONGRESSIONAL FEDERAL CREDIT UNION
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | Self | 2023 | May 15, 2024 |
|
DC3 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2023 | May 15, 2024 |
|
DC3 401K ⇒ FIDELITY INTENATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2023 | May 15, 2024 |
|
DC3 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2023 | May 15, 2024 |
|
DC3 401K ⇒ VANGAURD SMALL CAP INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2023 | May 15, 2024 |
|
TAYLOR COMMERCIAL, INC., 51% INTEREST
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $100,001 | Self | 2022 | Aug 14, 2023 |
|
MARJORIE 401K ⇒ VANGAURD SMALL CAP INDEX
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2022 | Aug 14, 2023 |
|
MARJORIE 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2022 | Aug 14, 2023 |
|
MARJORIE 401K ⇒ FIDELITY INTERNATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2022 | Aug 14, 2023 |
|
MARJORIE 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2022 | Aug 14, 2023 |
|
MARCONI DRIVE OFFICE, INC.
Disclosed Asset
|
Real Property | $1,000,001 - $5,000,000 | Self | 2022 | Aug 14, 2023 |
|
KIDS COLLEGE FUND ⇒ PATH2COLLEGE DC3
Disclosed Asset
|
529 Prepaid Tuition Plan | $15,001 - $50,000 | JT | 2022 | Aug 14, 2023 |
| Stock | $1 - $1,000 | DC | 2022 | Aug 14, 2023 | |
Truist Financial Corporation
TFC
|
Stock | $1 - $1,000 | DC | 2022 | Aug 14, 2023 |
| Stock | $1 - $1,000 | DC | 2022 | Aug 14, 2023 | |
The Southern Company
SO
|
Stock | $1,001 - $15,000 | DC | 2022 | Aug 14, 2023 |
|
DC3 IRA ⇒ SCHWAB CUSTODIAL MONEY MARKET
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2022 | Aug 14, 2023 |
Nestlé S.A
NSRGY
|
Stock | $1,001 - $15,000 | Self | 2022 | Aug 14, 2023 |
| Stock | $1,001 - $15,000 | DC | 2022 | Aug 14, 2023 | |
| Stock | $1 - $1,000 | DC | 2022 | Aug 14, 2023 | |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $1 - $1,000 | DC | 2022 | Aug 14, 2023 |
|
DC3 401K ⇒ VANGAURD SMALL CAP INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2022 | Aug 14, 2023 |
|
DC3 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2022 | Aug 14, 2023 |
|
DC3 401K ⇒ FIDELITY INTENATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2022 | Aug 14, 2023 |
|
DC3 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2022 | Aug 14, 2023 |
Bank of America Corporation
BAC
|
Stock | $1,001 - $15,000 | DC | 2022 | Aug 14, 2023 |
|
CONGRESSIONAL FEDERAL CREDIT UNION
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,000,001 - $5,000,000 | Self | 2022 | Aug 14, 2023 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
The J. M. Smucker Company
SJM
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
|
KIDS COLLEGE FUND ⇒ PATH2COLLEGE DC1
Disclosed Asset
|
529 Prepaid Tuition Plan | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
|
KIDS COLLEGE FUND ⇒ PATH2COLLEGE DC2
Disclosed Asset
|
529 Prepaid Tuition Plan | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
|
KIDS COLLEGE FUND ⇒ PATH2COLLEGE DC3
Disclosed Asset
|
529 Prepaid Tuition Plan | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Lockheed Martin Corporation
LMT
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Lululemon Athletica Inc
LULU
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
|
MARCONI DRIVE OFFICE, INC.
Disclosed Asset
|
Real Property | $1,000,001 - $5,000,000 | JT | 2021 | May 16, 2022 |
|
MARJORIE 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $100,001 - $250,000 | Self | 2021 | May 16, 2022 |
|
MARJORIE 401K ⇒ FIDELITY INTERNATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $100,001 - $250,000 | Self | 2021 | May 16, 2022 |
|
MARJORIE 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $100,001 - $250,000 | Self | 2021 | May 16, 2022 |
|
MARJORIE IRA ⇒ IRA MONEY MARKET
Disclosed Asset
|
IRA (Held in Cash) | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
|
MARJORIE IRA ⇒ ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF (IXUS)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
iShares Core S&P 500 ETF
IVV
|
Stock | $15,001 - $50,000 | Self | 2021 | May 16, 2022 |
iShares Core S&P Small-Cap ETF
IJR
|
Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
iShares Core S&P U.S. Growth ETF
IUSG
|
Stock | $15,001 - $50,000 | Self | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Medtronic plc
MDT
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
MercadoLibre, Inc
MELI
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Stock | - | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Mondelez International, Inc
MDLZ
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
Nestlé S.A
NSRGY
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
NextEra Energy, Inc
NEE
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $50,001 - $100,000 | JT | 2021 | May 16, 2022 | |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Penn National Gaming, Inc
PENN
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
|
PERRY 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $100,001 - $250,000 | SP | 2021 | May 16, 2022 |
|
PERRY 401K ⇒ FIDELITY INTERNATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $100,001 - $250,000 | SP | 2021 | May 16, 2022 |
|
PERRY 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $100,001 - $250,000 | SP | 2021 | May 16, 2022 |
|
PERRY 401K ⇒ VANGAURD SMALL CAP INDEX
Disclosed Asset
|
Mutual Funds | $100,001 - $250,000 | SP | 2021 | May 16, 2022 |
Amgen Inc
AMGN
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
Bank of America Corporation
BAC
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
Beazer Homes USA Inc
BZH
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
|
PERRY IRA ⇒ BHP GROUP LIMITED AMERICAN DEPOSITARY SHARES (BHP)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
The Charles Schwab Corporation
SCHW
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
Cisco Systems Inc.
CSCO
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
Digital Realty Trust, Inc
DLR
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
Gilead Sciences, Inc
GILD
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
Lululemon Athletica Inc
LULU
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
Nestlé S.A
NSRGY
|
Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
|
PERRY IRA ⇒ PAGSEGURO DIGITAL LTD. CLASS A COMMON SHARES (PAGS)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
Penn National Gaming, Inc
PENN
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
|
PERRY IRA ⇒ SCHWAB IRA CASH - SPOUSE
Disclosed Asset
|
IRA (Held in Cash) | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
Taiwan Semiconductor Manufacturing Company Limited
TSM
|
Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
United Parcel Service, Inc
UPS
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
Vulcan Materials Company
VMC
|
Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | SP | 2021 | May 16, 2022 | |
The Procter & Gamble Company
PG
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
QTS Realty Trust, Inc
QTS
|
Stock | - | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Raytheon Technologies Corporation
RTX
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 | |
|
SCHWAB CUSTODIAL MONEY MARKET
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
|
SCHWAB JOINT MONEY MARKET
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | 2021 | May 16, 2022 |
Seagate Technology plc
STX
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
|
SECOND HOME
Disclosed Asset
|
Real Property | $1,000,001 - $5,000,000 | SP | 2021 | May 16, 2022 |
ServiceNow, Inc
NOW
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
The Southern Company
SO
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Southern Copper Corporation
SCCO
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Starbucks Corporation
SBUX
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Taiwan Semiconductor Manufacturing Company Limited
TSM
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Target Corporation
TGT
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
|
TAYLOR COMMERCIAL, INC., 49% INTEREST
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2021 | May 16, 2022 |
|
TAYLOR COMMERCIAL, INC., 51% INTEREST
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | Self | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Truist Financial Corporation
TFC
|
Stock | - | JT | 2021 | May 16, 2022 |
United Parcel Service, Inc
UPS
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
|
US TREASURY BILL
Disclosed Asset
|
Government Securities and Agency Debt | $250,001 - $500,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Vulcan Materials Company
VMC
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Walgreens Boots Alliance, Inc
WBA
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Activision Blizzard Inc
ATVI
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
Advanced Micro Devices, Inc
AMD
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Aflac Incorporated
AFL
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
Airbnb, Inc
ABNB
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
Albemarle Corporation
ALB
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
|
DC1 401K ⇒ FIDELITY INTERNATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
|
DC1 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
|
DC1 401K ⇒ VANGAURD SMALL CAP INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
Kinder Morgan, Inc
KMI
|
Stock | $15,001 - $50,000 | Self | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
|
WELLS FARGO CHECKING
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $250,001 - $500,000 | JT | 2021 | May 16, 2022 |
Zscaler, Inc
ZS
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
|
DC1 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
| Stock | - | JT | 2021 | May 16, 2022 | |
| Stock | - | JT | 2021 | May 16, 2022 | |
Amgen Inc
AMGN
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Applied Materials, Inc
AMAT
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
|
ASTRAZENECA PLC - AMERICAN DEPOSITARY SHARES (AZN)
Disclosed Asset
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 | |
Bank of America Corporation
BAC
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Becton, Dickinson and Company
BDX
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
BERKSHIRE HATHAWAY INC. NEW
BRK.B
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
|
BHP GROUP LIMITED AMERICAN DEPOSITARY SHARES (BHP)
Disclosed Asset
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
BlackRock, Inc
BLK
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
The Blackstone Group Inc
BX
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Cardinal Health, Inc
CAH
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
The Charles Schwab Corporation
SCHW
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Cisco Systems Inc.
CSCO
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Citigroup Inc
C
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
The Clorox Company
CLX
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
ConocoPhillips
COP
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Corning Incorporated
GLW
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
CRISPR Therapeutics AG
CRSP
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
CVS Health Corporation
CVS
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Bank of America Corporation
BAC
|
Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 |
| Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 | |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
Lululemon Athletica Inc
LULU
|
Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
Starbucks Corporation
SBUX
|
Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
| Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 | |
|
DC2 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
|
DC2 401K ⇒ FIDELITY INTERNATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 | |
|
DC2 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
|
DC2 401K ⇒ VANGAURD SMALL CAP INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
Bank of America Corporation
BAC
|
Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
| Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 | |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
Lululemon Athletica Inc
LULU
|
Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
|
DC3 401K ⇒ 500 INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
|
DC3 401K ⇒ FIDELITY INTENATIONAL INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
|
DC3 401K ⇒ VANGAURD GROWTH INDEX FUND
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
|
DC3 401K ⇒ VANGAURD SMALL CAP INDEX
Disclosed Asset
|
Mutual Funds | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 |
| Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 | |
Nestlé S.A
NSRGY
|
Stock | $1,001 - $15,000 | Self | 2021 | May 16, 2022 |
The Southern Company
SO
|
Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | DC | 2021 | May 16, 2022 | |
Truist Financial Corporation
TFC
|
Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 |
| Stock | $1 - $1,000 | DC | 2021 | May 16, 2022 | |
Diageo plc
DEO
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Digital World Acquisition Corp. Class A Common Stock
DWAC
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
DraftKings Inc
DKNG
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
Electronic Arts Inc
EA
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
FedEx Corporation
FDX
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
General Dynamics Corporation
GD
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
GE Aerospace
GE
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
General Mills, Inc
GIS
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
Gilead Sciences, Inc
GILD
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
GlaxoSmithKline plc
GSK
|
Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
|
GREENE RALIEGH GARDENS LLC
Disclosed Asset
|
Real Property | $100,001 - $250,000 | SP | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
Host Hotels & Resorts, Inc
HST
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
| Stock | $15,001 - $50,000 | JT | 2021 | May 16, 2022 | |
International Paper Company
IP
|
Stock | $1,001 - $15,000 | JT | 2021 | May 16, 2022 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
Walgreens Boots Alliance, Inc
WBA
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
Vulcan Materials Company
VMC
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
United Parcel Service, Inc
UPS
|
Stock | $15,001 - $50,000 | JT | 2020 | Aug 13, 2021 |
Truist Financial Corporation
TFC
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | JT | 2020 | Aug 13, 2021 | |
|
TAYLOR COMMERCIAL, INC.
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | SP | 2020 | Aug 13, 2021 |
|
NOT APPLICABLE $201 - $1,000 TAYLOR COMMERCIAL, INC., 10% INTEREST
Disclosed Asset
|
Ownership Interest (Engaged in a Trade or Business) | $5,000,001 - $25,000,000 | Self | 2020 | Aug 13, 2021 |
Target Corporation
TGT
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
Taiwan Semiconductor Manufacturing Company Limited
TSM
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
Sahakol Equipment Public Company Limited
SQ
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
Southern Copper Corporation
SCCO
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
Raytheon Technologies Corporation
RTX
|
Stock | $1,001 - $15,000 | JT | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
QTS Realty Trust, Inc
QTS
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
The Procter & Gamble Company
PG
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
Vulcan Materials Company
VMC
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
United Parcel Service, Inc
UPS
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
Nestlé S.A
NSRGY
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
ProShares Trust ProShares S&P 500 Dynamic Buffer ETF
FB
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
Cisco Systems Inc.
CSCO
|
Stock | $1,001 - $15,000 | SP | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
Penn National Gaming, Inc
PENN
|
Stock | $1,001 - $15,000 | JT | 2020 | Aug 13, 2021 |
|
PATH2COLLEGE - DC3
Disclosed Asset
|
529 Prepaid Tuition Plan | $15,001 - $50,000 | JT | 2020 | Aug 13, 2021 |
|
PATH2COLLEGE - DC2
Disclosed Asset
|
529 Prepaid Tuition Plan | $15,001 - $50,000 | JT | 2020 | Aug 13, 2021 |
PagSeguro Digital Ltd
PAGS
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 | |
| Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 | |
Nestlé S.A
NSRGY
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
|
NOT APPLICABLE $201 - $1,000 MONDELEZ INTERNATIONAL, INC. - CLASS A (MDLZ)
Disclosed Asset
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
Medical Marijuana I
MJNA
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | JT | 2020 | Aug 13, 2021 | |
iShares Core S&P U.S. Growth ETF
IUSG
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
iShares Core S&P Small-Cap ETF
IJR
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
iShares Core S&P 500 ETF
IVV
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
iShares Core MSCI Total International Stock ETF
IXUS
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
|
MARJORIE 401K ⇒ HARTFORD INTERNATIONAL OPPORTUNITIES R4
Disclosed Asset
|
Mutual Funds | $50,001 - $100,000 | Self | 2020 | Aug 13, 2021 |
|
NOT APPLICABLE $201 - $1,000 MARCONI DRIVE OFFICE, INC.
Disclosed Asset
|
Real Property | $1,000,001 - $5,000,000 | Self | 2020 | Aug 13, 2021 |
Lockheed Martin Corporation
LMT
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
|
KIDS COLLEGE FUND ⇒ DEREK UGAUTMA ACCOUNT - SCHWAB
Disclosed Asset
|
Bank Accounts, Money Market Accounts and CDs | $1,001 - $15,000 | JT | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 | |
| Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 | |
The J. M. Smucker Company
SJM
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
International Paper Company
IP
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
Host Hotels & Resorts, Inc
HST
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | JT | 2020 | Aug 13, 2021 | |
|
NOT APPLICABLE $1 - $200 GREENE RALIEGH GARDENS LLC
Disclosed Asset
|
Real Property | $100,001 - $250,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
GlaxoSmithKline plc
GSK
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
Gilead Sciences, Inc
GILD
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
GE Aerospace
GE
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
General Dynamics Corporation
GD
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
FedEx Corporation
FDX
|
Stock | $15,001 - $50,000 | JT | 2020 | Aug 13, 2021 |
DraftKings Inc
DKNG
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
|
DC3 IRA ⇒ DEREK ROTH IRA - SCHWAB
Disclosed Asset
|
IRA (Held in Cash) | $1,001 - $15,000 | DC | 2020 | Aug 13, 2021 |
|
DC2 IRA ⇒ TAYLOR ROTH IRA - SCHWAB
Disclosed Asset
|
IRA (Held in Cash) | $1,001 - $15,000 | DC | 2020 | Aug 13, 2021 |
|
DC1 IRA ⇒ LAUREN ROTH IRA - SCHWAB
Disclosed Asset
|
IRA (Held in Cash) | $1,001 - $15,000 | DC | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 | |
Citigroup Inc
C
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
Cisco Systems Inc.
CSCO
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
The Charles Schwab Corporation
SCHW
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
Cardinal Health, Inc
CAH
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 | |
The Blackstone Group Inc
BX
|
Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 |
BlackRock, Inc
BLK
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
NOT APPLICABLE $201 - $1,000 BERKSHIRE HATHAWAY INC. NEW
BRK.B
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
Bank of America Corporation
BAC
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
AstraZeneca PLC
AZN
|
Stock | $1,001 - $15,000 | JT | 2020 | Aug 13, 2021 |
| Stock | $15,001 - $50,000 | Self | 2020 | Aug 13, 2021 | |
| Stock | $15,001 - $50,000 | JT | 2020 | Aug 13, 2021 | |
Airbnb, Inc
ABNB
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
Activision Blizzard Inc
ATVI
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
|
NOT APPLICABLE $201 - $1,000 DC1 401K ⇒ DC1 401K
Disclosed Asset
|
IRA (Held in Cash) | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
CVS Health Corporation
CVS
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
| Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 | |
Corning Incorporated
GLW
|
Stock | $1,001 - $15,000 | Self | 2020 | Aug 13, 2021 |
ConocoPhillips
COP
|
Stock | $1,001 - $15,000 | JT | 2020 | Aug 13, 2021 |
Showing 1 to 10 of 1132 disclosed holdings
448
TRADES
45
FILINGS
$8.98M
VOLUME
94
ISSUERS
Quarterly Trade Volume
Buy
Sell
MOST TRADED ISSUERS
US TREASURY BILLS (N/A) (32)
Amazon.com, Inc (15)
Tesla, Inc (13)
United Parcel Service, Inc (13)
Other (375)
MOST TRADED SECTORS
Information Technology (118)
Consumer Discretionary (50)
Financials (50)
Other (180)
Recent STOCK Act Disclosed Trades
Registry of disclosed stock purchases, sales and option exercises filed under the STOCK Act (reported with a 30–45 day delay).
| Traded Date | Type | Asset / Issuer | Disclosed Size | Filing Date | Filing Lag |
|---|---|---|---|---|---|
| 12 Dec 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 17 Dec 2025 | 4 days |
| 21 Nov 2025 | BUY | iShares Bitcoin Trust
IBIT
|
1K - 15K | 3 Dec 2025 | 11 days |
| 13 Nov 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
50K - 100K | 20 Nov 2025 | 6 days |
| 12 Nov 2025 | BUY | Automatic Data Processing Inc
ADP
|
15K - 50K | 14 Nov 2025 | 1 days |
| 12 Nov 2025 | BUY | Paychex, Inc
PAYX
|
15K - 50K | 14 Nov 2025 | 1 days |
| 6 Nov 2025 | BUY | The Procter & Gamble Company
PG
|
15K - 50K | 7 Nov 2025 | 1 days |
| 24 Oct 2025 | BUY | 1K - 15K | 29 Oct 2025 | 4 days | |
| 24 Oct 2025 | BUY | Amgen Inc
AMGN
|
1K - 15K | 29 Oct 2025 | 4 days |
| 24 Oct 2025 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 29 Oct 2025 | 4 days |
| 24 Oct 2025 | BUY | The Blackstone Group Inc
BX
|
1K - 15K | 29 Oct 2025 | 4 days |
| 24 Oct 2025 | BUY | Cardinal Health, Inc
CAH
|
1K - 15K | 29 Oct 2025 | 4 days |
| 24 Oct 2025 | BUY | 1K - 15K | 29 Oct 2025 | 4 days | |
| 24 Oct 2025 | BUY | 1K - 15K | 29 Oct 2025 | 4 days | |
| 24 Oct 2025 | BUY | iShares Bitcoin Trust
IBIT
|
1K - 15K | 29 Oct 2025 | 4 days |
| 24 Oct 2025 | BUY | Kinder Morgan, Inc
KMI
|
1K - 15K | 29 Oct 2025 | 4 days |
| 24 Oct 2025 | BUY | MercadoLibre, Inc
MELI
|
1K - 15K | 29 Oct 2025 | 4 days |
| 24 Oct 2025 | BUY | 1K - 15K | 29 Oct 2025 | 4 days | |
| 24 Oct 2025 | BUY | 1K - 15K | 29 Oct 2025 | 4 days | |
| 24 Oct 2025 | BUY | Occidental Petroleum Corporation
OXY
|
1K - 15K | 29 Oct 2025 | 4 days |
| 24 Oct 2025 | BUY | 1K - 15K | 29 Oct 2025 | 4 days | |
| 15 Oct 2025 | BUY | Adobe Inc
ADBE
|
1K - 15K | 21 Oct 2025 | 5 days |
| 15 Oct 2025 | BUY | 1K - 15K | 21 Oct 2025 | 5 days | |
| 9 Oct 2025 | BUY | 1K - 15K | 21 Oct 2025 | 11 days | |
| 15 Oct 2025 | BUY | Exelon Corporation
EXC
|
1K - 15K | 21 Oct 2025 | 5 days |
| 15 Oct 2025 | BUY | iShares Bitcoin Trust
IBIT
|
1K - 15K | 21 Oct 2025 | 5 days |
| 9 Oct 2025 | BUY | iShares Bitcoin Trust
IBIT
|
1K - 15K | 21 Oct 2025 | 11 days |
| 15 Oct 2025 | BUY | Novo Nordisk A/S
NVO
|
1K - 15K | 21 Oct 2025 | 5 days |
| 15 Oct 2025 | BUY | 1K - 15K | 21 Oct 2025 | 5 days | |
| 9 Oct 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 21 Oct 2025 | 11 days |
| 15 Oct 2025 | BUY | Xtrackers - MSCI Mexico UCITS ETF
XMEX
|
1K - 15K | 21 Oct 2025 | 5 days |
| 11 Sept 2025 | BUY | Adobe Inc
ADBE
|
1K - 15K | 29 Sept 2025 | 16 days |
| 11 Sept 2025 | BUY | 1K - 15K | 29 Sept 2025 | 16 days | |
| 11 Sept 2025 | BUY | Amgen Inc
AMGN
|
1K - 15K | 29 Sept 2025 | 16 days |
| 11 Sept 2025 | BUY | ASML Holding N.V
ASML
|
1K - 15K | 29 Sept 2025 | 16 days |
| 11 Sept 2025 | BUY | 1K - 15K | 29 Sept 2025 | 16 days | |
| 11 Sept 2025 | BUY | Digital Realty Trust, Inc
DLR
|
1K - 15K | 29 Sept 2025 | 16 days |
| 11 Sept 2025 | BUY | Duke Energy Corporation
DUK
|
1K - 15K | 29 Sept 2025 | 16 days |
| 11 Sept 2025 | BUY | 1K - 15K | 29 Sept 2025 | 16 days | |
| 11 Sept 2025 | BUY | iShares Bitcoin Trust
IBIT
|
1K - 15K | 29 Sept 2025 | 16 days |
| 11 Sept 2025 | BUY | Morgan Stanley
MS
|
1K - 15K | 29 Sept 2025 | 16 days |
| 11 Sept 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 29 Sept 2025 | 16 days |
| 28 Aug 2025 | BUY | 1K - 15K | 1 Sept 2025 | 1 days | |
| 28 Aug 2025 | BUY | Exelon Corporation
EXC
|
15K - 50K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | FedEx Corporation
FDX
|
15K - 50K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | MercadoLibre, Inc
MELI
|
1K - 15K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | Merck & Co., Inc
MRK
|
1K - 15K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | Morgan Stanley
MS
|
1K - 15K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | Novo Nordisk A/S
NVO
|
1K - 15K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | 1K - 15K | 1 Sept 2025 | 1 days | |
| 28 Aug 2025 | BUY | Ryman Hospitality Properties Inc
RHP
|
15K - 50K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | The Southern Company
SO
|
1K - 15K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 1 Sept 2025 | 1 days |
| 28 Aug 2025 | BUY | 1K - 15K | 1 Sept 2025 | 1 days | |
| 28 Aug 2025 | SELL |
US TREASURY BILLS (N/A)
Private Asset
|
15K - 50K | 1 Sept 2025 | 1 days |
| 19 Aug 2025 | BUY | Novo Nordisk A/S
NVO
|
15K - 50K | 21 Aug 2025 | 1 days |
| 6 Aug 2025 | BUY | Figma, Inc.
FIG
|
1K - 15K | 18 Aug 2025 | 9 days |
| 4 Aug 2025 | BUY | 1K - 15K | 15 Aug 2025 | 11 days | |
| 4 Aug 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 15 Aug 2025 | 11 days |
| 4 Aug 2025 | BUY | 1K - 15K | 15 Aug 2025 | 11 days | |
| 4 Aug 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
50K - 100K | 15 Aug 2025 | 11 days |
| 15 Jul 2025 | BUY | Palantir Technologies Inc
PLTR
|
1K - 15K | 23 Jul 2025 | 7 days |
| 15 Jul 2025 | BUY | 1K - 15K | 23 Jul 2025 | 7 days | |
| 15 Jul 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 23 Jul 2025 | 7 days |
| 15 Jul 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 23 Jul 2025 | 7 days |
| 14 Jul 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 23 Jul 2025 | 8 days |
| 17 Jun 2025 | SELL | Lululemon Athletica Inc
LULU
|
1K - 15K | 24 Jun 2025 | 6 days |
| 17 Jun 2025 | BUY | Snowflake Inc
SNOW
|
1K - 15K | 24 Jun 2025 | 6 days |
| 17 Jun 2025 | BUY | Tractor Supply Company
TSCO
|
1K - 15K | 24 Jun 2025 | 6 days |
| 6 Jun 2025 | BUY | Adobe Inc
ADBE
|
1K - 15K | 19 Jun 2025 | 12 days |
| 6 Jun 2025 | BUY | Applied Materials, Inc
AMAT
|
1K - 15K | 19 Jun 2025 | 12 days |
| 6 Jun 2025 | BUY | Gilead Sciences, Inc
GILD
|
1K - 15K | 19 Jun 2025 | 12 days |
| 6 Jun 2025 | BUY | 1K - 15K | 19 Jun 2025 | 12 days | |
| 6 Jun 2025 | BUY | NextEra Energy, Inc
NEE
|
1K - 15K | 19 Jun 2025 | 12 days |
| 6 Jun 2025 | BUY | ServiceNow, Inc
NOW
|
1K - 15K | 19 Jun 2025 | 12 days |
| 6 Jun 2025 | BUY | Snowflake Inc
SNOW
|
1K - 15K | 19 Jun 2025 | 12 days |
| 12 Jun 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 19 Jun 2025 | 6 days |
| 14 May 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | 1K - 15K | 20 May 2025 | 5 days | |
| 14 May 2025 | BUY | Amgen Inc
AMGN
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | The Blackstone Group Inc
BX
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | Cardinal Health, Inc
CAH
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | 1K - 15K | 20 May 2025 | 5 days | |
| 14 May 2025 | BUY | Corning Incorporated
GLW
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | Dollar General Corporation
DG
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | 1K - 15K | 20 May 2025 | 5 days | |
| 14 May 2025 | BUY | Impinj Inc
PI
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | MercadoLibre, Inc
MELI
|
15K - 50K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | 1K - 15K | 20 May 2025 | 5 days | |
| 14 May 2025 | BUY | Morgan Stanley
MS
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | 1K - 15K | 20 May 2025 | 5 days | |
| 14 May 2025 | BUY | 1K - 15K | 20 May 2025 | 5 days | |
| 14 May 2025 | BUY | ServiceNow, Inc
NOW
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | 1K - 15K | 20 May 2025 | 5 days | |
| 14 May 2025 | BUY | The Hershey Company
HSY
|
1K - 15K | 20 May 2025 | 5 days |
| 14 May 2025 | BUY | 15K - 50K | 20 May 2025 | 5 days | |
| 16 May 2025 | BUY | 1K - 15K | 20 May 2025 | 3 days | |
| 16 May 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 20 May 2025 | 3 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Adobe Inc
ADBE
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Amgen Inc
AMGN
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Applied Materials, Inc
AMAT
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Bank of America Corporation
BAC
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | BHP Group
BHP
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | The Blackstone Group Inc
BX
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | BP p.l.c
BP
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Cardinal Health, Inc
CAH
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Schwab (Charles) Corp (SCHW:US)
CHARLES
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Corning Incorporated
GLW
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Cummins Inc
CMI
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Dell Technologies Inc
DELL
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Devon Energy Corporation
DVN
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Digital Realty Trust, Inc
DLR
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Duke Energy Corporation
DUK
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | FedEx Corporation
FDX
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Frontline Ltd
FRO
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Gilead Sciences, Inc
GILD
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Gilead Sciences, Inc
GILD
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Impinj Inc
PI
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Kinder Morgan, Inc
KMI
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | MercadoLibre, Inc
MELI
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Merck & Co., Inc
MRK
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Morgan Stanley
MS
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | NextEra Energy, Inc
NEE
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Norfolk Southern Corporation
NSC
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Norfolk Southern Corporation
NSC
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Occidental Petroleum Corporation
OXY
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Occidental Petroleum Corporation
OXY
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Old Dominion Freight Line, Inc
ODFL
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | Paychex, Inc
PAYX
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | ServiceNow, Inc
NOW
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | Starbucks Corporation
SBUX
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | The Hershey Company
HSY
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 7 May 2025 | 1 days |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 5 May 2025 | BUY | 1K - 15K | 7 May 2025 | 1 days | |
| 9 Apr 2025 | BUY | Adobe Inc
ADBE
|
1K - 15K | 14 Apr 2025 | 2 days |
| 9 Apr 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 14 Apr 2025 | 2 days |
| 8 Apr 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 14 Apr 2025 | 3 days |
| 8 Apr 2025 | BUY | 1K - 15K | 14 Apr 2025 | 3 days | |
| 9 Apr 2025 | BUY | 1K - 15K | 14 Apr 2025 | 2 days | |
| 9 Apr 2025 | BUY | Applied Materials, Inc
AMAT
|
1K - 15K | 14 Apr 2025 | 2 days |
| 9 Apr 2025 | BUY | ASML Holding N.V
ASML
|
1K - 15K | 14 Apr 2025 | 2 days |
| 8 Apr 2025 | BUY | The Blackstone Group Inc
BX
|
1K - 15K | 14 Apr 2025 | 3 days |
| 9 Apr 2025 | BUY | Cummins Inc
CMI
|
1K - 15K | 14 Apr 2025 | 2 days |
| 9 Apr 2025 | BUY | Devon Energy Corporation
DVN
|
1K - 15K | 14 Apr 2025 | 2 days |
| 8 Apr 2025 | BUY | FedEx Corporation
FDX
|
1K - 15K | 14 Apr 2025 | 3 days |
| 8 Apr 2025 | BUY | 1K - 15K | 14 Apr 2025 | 3 days | |
| 8 Apr 2025 | BUY | Lululemon Athletica Inc
LULU
|
1K - 15K | 14 Apr 2025 | 3 days |
| 9 Apr 2025 | BUY | Merck & Co., Inc
MRK
|
1K - 15K | 14 Apr 2025 | 2 days |
| 8 Apr 2025 | BUY | NIKE, Inc
NKE
|
1K - 15K | 14 Apr 2025 | 3 days |
| 9 Apr 2025 | BUY | 1K - 15K | 14 Apr 2025 | 2 days | |
| 9 Apr 2025 | BUY | Palantir Technologies Inc
PLTR
|
1K - 15K | 14 Apr 2025 | 2 days |
| 8 Apr 2025 | BUY | Palantir Technologies Inc
PLTR
|
1K - 15K | 14 Apr 2025 | 3 days |
| 8 Apr 2025 | BUY | 1K - 15K | 14 Apr 2025 | 3 days | |
| 8 Apr 2025 | BUY | Southern Copper Corporation
SCCO
|
1K - 15K | 14 Apr 2025 | 3 days |
| 8 Apr 2025 | BUY | 1K - 15K | 14 Apr 2025 | 3 days | |
| 8 Apr 2025 | SELL |
US TREASURY BILLS (N/A)
Private Asset
|
50K - 100K | 14 Apr 2025 | 3 days |
| 4 Apr 2025 | BUY | 1K - 15K | 8 Apr 2025 | 3 days | |
| 3 Apr 2025 | BUY | 1K - 15K | 8 Apr 2025 | 4 days | |
| 4 Apr 2025 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 8 Apr 2025 | 3 days |
| 4 Apr 2025 | BUY | 1K - 15K | 8 Apr 2025 | 3 days | |
| 4 Apr 2025 | BUY | Dell Technologies Inc
DELL
|
1K - 15K | 8 Apr 2025 | 3 days |
| 4 Apr 2025 | BUY | FedEx Corporation
FDX
|
1K - 15K | 8 Apr 2025 | 3 days |
| 3 Apr 2025 | BUY | FedEx Corporation
FDX
|
1K - 15K | 8 Apr 2025 | 4 days |
| 4 Apr 2025 | BUY | Impinj Inc
PI
|
1K - 15K | 8 Apr 2025 | 3 days |
| 4 Apr 2025 | BUY | 1K - 15K | 8 Apr 2025 | 3 days | |
| 4 Apr 2025 | BUY | Lam Research Corporation
LRCX
|
1K - 15K | 8 Apr 2025 | 3 days |
| 4 Apr 2025 | BUY | Lululemon Athletica Inc
LULU
|
1K - 15K | 8 Apr 2025 | 3 days |
| 4 Apr 2025 | BUY | NIKE, Inc
NKE
|
1K - 15K | 8 Apr 2025 | 3 days |
| 4 Apr 2025 | BUY | Norfolk Southern Corporation
NSC
|
1K - 15K | 8 Apr 2025 | 3 days |
| 4 Apr 2025 | BUY | Old Dominion Freight Line, Inc
ODFL
|
1K - 15K | 8 Apr 2025 | 3 days |
| 3 Apr 2025 | BUY | Old Dominion Freight Line, Inc
ODFL
|
1K - 15K | 8 Apr 2025 | 4 days |
| 4 Apr 2025 | BUY | 1K - 15K | 8 Apr 2025 | 3 days | |
| 4 Apr 2025 | BUY | RH
RH
|
1K - 15K | 8 Apr 2025 | 3 days |
| 3 Apr 2025 | BUY | The Southern Company
SO
|
1K - 15K | 8 Apr 2025 | 4 days |
| 4 Apr 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 8 Apr 2025 | 3 days |
| 25 Mar 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 27 Mar 2025 | 1 days |
| 20 Mar 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 24 Mar 2025 | 3 days |
| 17 Mar 2025 | BUY | 1K - 15K | 20 Mar 2025 | 2 days | |
| 17 Mar 2025 | BUY | 1K - 15K | 20 Mar 2025 | 2 days | |
| 17 Mar 2025 | BUY | 1K - 15K | 20 Mar 2025 | 2 days | |
| 17 Mar 2025 | BUY | Applied Materials, Inc
AMAT
|
1K - 15K | 20 Mar 2025 | 2 days |
| 17 Mar 2025 | BUY | The Blackstone Group Inc
BX
|
1K - 15K | 20 Mar 2025 | 2 days |
| 17 Mar 2025 | BUY | Cardinal Health, Inc
CAH
|
1K - 15K | 20 Mar 2025 | 2 days |
| 17 Mar 2025 | BUY | 1K - 15K | 20 Mar 2025 | 2 days | |
| 17 Mar 2025 | BUY | 1K - 15K | 20 Mar 2025 | 2 days | |
| 17 Mar 2025 | BUY | Digital Realty Trust, Inc
DLR
|
1K - 15K | 20 Mar 2025 | 2 days |
| 17 Mar 2025 | BUY | Kinder Morgan, Inc
KMI
|
1K - 15K | 20 Mar 2025 | 2 days |
| 17 Mar 2025 | BUY | 1K - 15K | 20 Mar 2025 | 2 days | |
| 17 Mar 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 20 Mar 2025 | 2 days |
| 17 Mar 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 20 Mar 2025 | 2 days |
| 7 Mar 2025 | BUY | 1K - 15K | 10 Mar 2025 | 2 days | |
| 7 Mar 2025 | BUY | Dollar General Corporation
DG
|
1K - 15K | 10 Mar 2025 | 2 days |
| 3 Mar 2025 | BUY | Dollar General Corporation
DG
|
1K - 15K | 10 Mar 2025 | 6 days |
| 7 Mar 2025 | BUY | 1K - 15K | 10 Mar 2025 | 2 days | |
| 3 Mar 2025 | BUY | Impinj Inc
PI
|
1K - 15K | 10 Mar 2025 | 6 days |
| 3 Mar 2025 | BUY | iShares Bitcoin Trust
IBIT
|
15K - 50K | 10 Mar 2025 | 6 days |
| 7 Mar 2025 | BUY | 1K - 15K | 10 Mar 2025 | 2 days | |
| 12 Feb 2025 | BUY | Adobe Inc
ADBE
|
1K - 15K | 17 Feb 2025 | 2 days |
| 12 Feb 2025 | BUY | 1K - 15K | 17 Feb 2025 | 2 days | |
| 12 Feb 2025 | BUY | Devon Energy Corporation
DVN
|
1K - 15K | 17 Feb 2025 | 2 days |
| 12 Feb 2025 | BUY | 1K - 15K | 17 Feb 2025 | 2 days | |
| 12 Feb 2025 | BUY | 1K - 15K | 17 Feb 2025 | 2 days | |
| 12 Feb 2025 | BUY | 1K - 15K | 17 Feb 2025 | 2 days | |
| 12 Feb 2025 | BUY | 1K - 15K | 17 Feb 2025 | 2 days | |
| 12 Feb 2025 | BUY | Norfolk Southern Corporation
NSC
|
1K - 15K | 17 Feb 2025 | 2 days |
| 12 Feb 2025 | BUY | Palantir Technologies Inc
PLTR
|
1K - 15K | 17 Feb 2025 | 2 days |
| 12 Feb 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 17 Feb 2025 | 2 days |
| 12 Feb 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 17 Feb 2025 | 2 days |
| 8 Jan 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 28 Jan 2025 | 19 days |
| 21 Jan 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 28 Jan 2025 | 6 days |
| 8 Jan 2025 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 21 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 6 days | |
| 8 Jan 2025 | BUY | ASML Holding N.V
ASML
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 28 Jan 2025 | 19 days |
| 21 Jan 2025 | BUY | Cardinal Health, Inc
CAH
|
1K - 15K | 28 Jan 2025 | 6 days |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 21 Jan 2025 | BUY | Devon Energy Corporation
DVN
|
1K - 15K | 28 Jan 2025 | 6 days |
| 21 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 6 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | iShares Bitcoin Trust
IBIT
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 21 Jan 2025 | BUY | Kinder Morgan, Inc
KMI
|
1K - 15K | 28 Jan 2025 | 6 days |
| 21 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 6 days | |
| 21 Jan 2025 | BUY | NextEra Energy, Inc
NEE
|
1K - 15K | 28 Jan 2025 | 6 days |
| 21 Jan 2025 | BUY | Norfolk Southern Corporation
NSC
|
1K - 15K | 28 Jan 2025 | 6 days |
| 21 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 6 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 21 Jan 2025 | BUY | Occidental Petroleum Corporation
OXY
|
1K - 15K | 28 Jan 2025 | 6 days |
| 21 Jan 2025 | BUY | Old Dominion Freight Line, Inc
ODFL
|
1K - 15K | 28 Jan 2025 | 6 days |
| 21 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 6 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | Southern Copper Corporation
SCCO
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 19 days | |
| 8 Jan 2025 | BUY | The Hershey Company
HSY
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 28 Jan 2025 | 19 days |
| 8 Jan 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 28 Jan 2025 | 19 days |
| 21 Jan 2025 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
50K - 100K | 28 Jan 2025 | 6 days |
| 21 Jan 2025 | BUY | 1K - 15K | 28 Jan 2025 | 6 days | |
| 24 Dec 2024 | BUY | Adobe Inc
ADBE
|
1K - 15K | 30 Dec 2024 | 3 days |
| 24 Dec 2024 | BUY | 1K - 15K | 30 Dec 2024 | 3 days | |
| 24 Dec 2024 | BUY | Applied Materials, Inc
AMAT
|
1K - 15K | 30 Dec 2024 | 3 days |
| 24 Dec 2024 | BUY | 1K - 15K | 30 Dec 2024 | 3 days | |
| 24 Dec 2024 | BUY | Duke Energy Corporation
DUK
|
1K - 15K | 30 Dec 2024 | 3 days |
| 24 Dec 2024 | BUY | 1K - 15K | 30 Dec 2024 | 3 days | |
| 24 Dec 2024 | BUY | Gilead Sciences, Inc
GILD
|
1K - 15K | 30 Dec 2024 | 3 days |
| 24 Dec 2024 | BUY | 1K - 15K | 30 Dec 2024 | 3 days | |
| 24 Dec 2024 | BUY | 1K - 15K | 30 Dec 2024 | 3 days | |
| 24 Dec 2024 | BUY | 1K - 15K | 30 Dec 2024 | 3 days | |
| 24 Dec 2024 | BUY | Norfolk Southern Corporation
NSC
|
1K - 15K | 30 Dec 2024 | 3 days |
| 24 Dec 2024 | BUY | 1K - 15K | 30 Dec 2024 | 3 days | |
| 24 Dec 2024 | BUY | ServiceNow, Inc
NOW
|
1K - 15K | 30 Dec 2024 | 3 days |
| 24 Dec 2024 | BUY | The Hershey Company
HSY
|
1K - 15K | 30 Dec 2024 | 3 days |
| 24 Dec 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
50K - 100K | 30 Dec 2024 | 3 days |
| 16 Dec 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 18 Dec 2024 | 1 days |
| 25 Nov 2024 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | 1K - 15K | 28 Nov 2024 | 2 days | |
| 25 Nov 2024 | BUY | ASML Holding N.V
ASML
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | Schwab (Charles) Corp (SCHW:US)
CHARLES
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | 1K - 15K | 28 Nov 2024 | 2 days | |
| 25 Nov 2024 | BUY | Duke Energy Corporation
DUK
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | GlaxoSmithKline plc
GSK
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | 1K - 15K | 28 Nov 2024 | 2 days | |
| 25 Nov 2024 | BUY | 1K - 15K | 28 Nov 2024 | 2 days | |
| 25 Nov 2024 | BUY | 1K - 15K | 28 Nov 2024 | 2 days | |
| 25 Nov 2024 | BUY | Lam Research Corporation
LRCX
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | 1K - 15K | 28 Nov 2024 | 2 days | |
| 25 Nov 2024 | BUY | Nestlé S.A
NSRGY
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | NextEra Energy, Inc
NEE
|
1K - 15K | 28 Nov 2024 | 2 days |
| 25 Nov 2024 | BUY | 1K - 15K | 28 Nov 2024 | 2 days | |
| 25 Nov 2024 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 28 Nov 2024 | 2 days |
| 20 Nov 2024 | BUY | 1K - 15K | 22 Nov 2024 | 1 days | |
| 20 Nov 2024 | BUY | Adobe Inc
ADBE
|
1K - 15K | 22 Nov 2024 | 1 days |
| 20 Nov 2024 | BUY | 1K - 15K | 22 Nov 2024 | 1 days | |
| 20 Nov 2024 | BUY | Applied Materials, Inc
AMAT
|
1K - 15K | 22 Nov 2024 | 1 days |
| 20 Nov 2024 | BUY | Nestlé S.A
NSRGY
|
1K - 15K | 22 Nov 2024 | 1 days |
| 20 Nov 2024 | BUY | Occidental Petroleum Corporation
OXY
|
1K - 15K | 22 Nov 2024 | 1 days |
| 20 Nov 2024 | BUY | 1K - 15K | 22 Nov 2024 | 1 days | |
| 20 Nov 2024 | BUY | Southern Copper Corporation
SCCO
|
1K - 15K | 22 Nov 2024 | 1 days |
| 20 Nov 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
50K - 100K | 22 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 11 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | The Blackstone Group Inc
BX
|
1K - 15K | 11 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | Dell Technologies Inc
DELL
|
1K - 15K | 11 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | FedEx Corporation
FDX
|
1K - 15K | 11 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | 1K - 15K | 11 Nov 2024 | 1 days | |
| 7 Nov 2024 | BUY | NextEra Energy, Inc
NEE
|
1K - 15K | 11 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | 1K - 15K | 11 Nov 2024 | 1 days | |
| 7 Nov 2024 | BUY | ServiceNow, Inc
NOW
|
1K - 15K | 11 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | The Southern Company
SO
|
1K - 15K | 11 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | 1K - 15K | 11 Nov 2024 | 1 days | |
| 7 Nov 2024 | BUY | The Hershey Company
HSY
|
1K - 15K | 11 Nov 2024 | 1 days |
| 7 Nov 2024 | BUY | Tractor Supply Company
TSCO
|
1K - 15K | 11 Nov 2024 | 1 days |
| 1 Nov 2024 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 5 Nov 2024 | 3 days |
| 1 Nov 2024 | BUY | 1K - 15K | 5 Nov 2024 | 3 days | |
| 1 Nov 2024 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 5 Nov 2024 | 3 days |
| 1 Nov 2024 | BUY | Corning Incorporated
GLW
|
1K - 15K | 5 Nov 2024 | 3 days |
| 1 Nov 2024 | BUY | Digital Realty Trust, Inc
DLR
|
1K - 15K | 5 Nov 2024 | 3 days |
| 1 Nov 2024 | BUY | Duke Energy Corporation
DUK
|
1K - 15K | 5 Nov 2024 | 3 days |
| 1 Nov 2024 | BUY | 1K - 15K | 5 Nov 2024 | 3 days | |
| 1 Nov 2024 | BUY | 1K - 15K | 5 Nov 2024 | 3 days | |
| 1 Nov 2024 | BUY | 1K - 15K | 5 Nov 2024 | 3 days | |
| 1 Nov 2024 | BUY | The Hershey Company
HSY
|
1K - 15K | 5 Nov 2024 | 3 days |
| 21 Oct 2024 | BUY | ASML Holding N.V
ASML
|
1K - 15K | 22 Oct 2024 | 1 days |
| 21 Oct 2024 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 22 Oct 2024 | 1 days |
| 21 Oct 2024 | BUY | The Blackstone Group Inc
BX
|
1K - 15K | 22 Oct 2024 | 1 days |
| 21 Oct 2024 | BUY | 1K - 15K | 22 Oct 2024 | 1 days | |
| 21 Oct 2024 | BUY | 1K - 15K | 22 Oct 2024 | 1 days | |
| 21 Oct 2024 | BUY | 1K - 15K | 22 Oct 2024 | 1 days | |
| 21 Oct 2024 | BUY | 1K - 15K | 22 Oct 2024 | 1 days | |
| 21 Oct 2024 | BUY | Nestlé S.A
NSRGY
|
1K - 15K | 22 Oct 2024 | 1 days |
| 21 Oct 2024 | BUY | 1K - 15K | 22 Oct 2024 | 1 days | |
| 21 Oct 2024 | BUY | 1K - 15K | 22 Oct 2024 | 1 days | |
| 9 Oct 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 10 Oct 2024 | 1 days |
| 4 Oct 2024 | BUY | Applied Materials, Inc
AMAT
|
1K - 15K | 9 Oct 2024 | 4 days |
| 4 Oct 2024 | BUY | ASML Holding N.V
ASML
|
1K - 15K | 9 Oct 2024 | 4 days |
| 4 Oct 2024 | BUY | 1K - 15K | 9 Oct 2024 | 4 days | |
| 4 Oct 2024 | BUY | Dell Technologies Inc
DELL
|
1K - 15K | 9 Oct 2024 | 4 days |
| 4 Oct 2024 | BUY | FedEx Corporation
FDX
|
1K - 15K | 9 Oct 2024 | 4 days |
| 4 Oct 2024 | BUY | 1K - 15K | 9 Oct 2024 | 4 days | |
| 4 Oct 2024 | BUY | Lam Research Corporation
LRCX
|
1K - 15K | 9 Oct 2024 | 4 days |
| 4 Oct 2024 | BUY | 1K - 15K | 9 Oct 2024 | 4 days | |
| 4 Oct 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
50K - 100K | 9 Oct 2024 | 4 days |
| 4 Oct 2024 | BUY | 1K - 15K | 9 Oct 2024 | 4 days | |
| 20 Sept 2024 | BUY | 1K - 15K | 23 Sept 2024 | 3 days | |
| 20 Sept 2024 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 23 Sept 2024 | 3 days |
| 20 Sept 2024 | BUY | The Blackstone Group Inc
BX
|
1K - 15K | 23 Sept 2024 | 3 days |
| 20 Sept 2024 | BUY | Cardinal Health, Inc
CAH
|
1K - 15K | 23 Sept 2024 | 3 days |
| 20 Sept 2024 | BUY | 1K - 15K | 23 Sept 2024 | 3 days | |
| 20 Sept 2024 | BUY | 1K - 15K | 23 Sept 2024 | 3 days | |
| 20 Sept 2024 | BUY | Lam Research Corporation
LRCX
|
1K - 15K | 23 Sept 2024 | 3 days |
| 20 Sept 2024 | BUY | 1K - 15K | 23 Sept 2024 | 3 days | |
| 20 Sept 2024 | BUY | Southern Copper Corporation
SCCO
|
1K - 15K | 23 Sept 2024 | 3 days |
| 20 Sept 2024 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 23 Sept 2024 | 3 days |
| 6 Sept 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 10 Sept 2024 | 3 days |
| 3 Sept 2024 | BUY | 1K - 15K | 5 Sept 2024 | 1 days | |
| 3 Sept 2024 | BUY | 1K - 15K | 5 Sept 2024 | 1 days | |
| 3 Sept 2024 | BUY | 1K - 15K | 5 Sept 2024 | 1 days | |
| 3 Sept 2024 | BUY | Schwab (Charles) Corp (SCHW:US)
CHARLES
|
1K - 15K | 5 Sept 2024 | 1 days |
| 3 Sept 2024 | BUY | Corning Incorporated
GLW
|
1K - 15K | 5 Sept 2024 | 1 days |
| 3 Sept 2024 | BUY | 1K - 15K | 5 Sept 2024 | 1 days | |
| 3 Sept 2024 | BUY | Digital Realty Trust, Inc
DLR
|
1K - 15K | 5 Sept 2024 | 1 days |
| 3 Sept 2024 | BUY | GlaxoSmithKline plc
GSK
|
1K - 15K | 5 Sept 2024 | 1 days |
| 3 Sept 2024 | BUY | Lululemon Athletica Inc
LULU
|
1K - 15K | 5 Sept 2024 | 1 days |
| 3 Sept 2024 | BUY | 1K - 15K | 5 Sept 2024 | 1 days | |
| 3 Sept 2024 | BUY | 1K - 15K | 5 Sept 2024 | 1 days | |
| 3 Sept 2024 | BUY | 1K - 15K | 5 Sept 2024 | 1 days | |
| 3 Sept 2024 | BUY | 1K - 15K | 5 Sept 2024 | 1 days | |
| 3 Sept 2024 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 5 Sept 2024 | 1 days |
| 21 Aug 2024 | BUY | 1K - 15K | 23 Aug 2024 | 1 days | |
| 21 Aug 2024 | BUY | 1K - 15K | 23 Aug 2024 | 1 days | |
| 21 Aug 2024 | BUY | FedEx Corporation
FDX
|
1K - 15K | 23 Aug 2024 | 1 days |
| 21 Aug 2024 | BUY | 1K - 15K | 23 Aug 2024 | 1 days | |
| 21 Aug 2024 | BUY | Kinder Morgan, Inc
KMI
|
1K - 15K | 23 Aug 2024 | 1 days |
| 21 Aug 2024 | BUY | 1K - 15K | 23 Aug 2024 | 1 days | |
| 13 Aug 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 14 Aug 2024 | 1 days |
| 2 Aug 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 5 Aug 2024 | 0 days |
| 23 Jul 2024 | BUY | Applied Materials, Inc
AMAT
|
1K - 15K | 25 Jul 2024 | 1 days |
| 23 Jul 2024 | BUY | Corning Incorporated
GLW
|
1K - 15K | 25 Jul 2024 | 1 days |
| 23 Jul 2024 | BUY | Dell Technologies Inc
DELL
|
1K - 15K | 25 Jul 2024 | 1 days |
| 23 Jul 2024 | BUY | Duke Energy Corporation
DUK
|
1K - 15K | 25 Jul 2024 | 1 days |
| 23 Jul 2024 | BUY | 1K - 15K | 25 Jul 2024 | 1 days | |
| 23 Jul 2024 | BUY | United Parcel Service, Inc
UPS
|
1K - 15K | 25 Jul 2024 | 1 days |
| 24 Jul 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
250K - 500K | 25 Jul 2024 | 0 days |
| 24 Jun 2024 | BUY | ASML Holding N.V
ASML
|
1K - 15K | 28 Jun 2024 | 3 days |
| 24 Jun 2024 | BUY | 1K - 15K | 28 Jun 2024 | 3 days | |
| 24 Jun 2024 | BUY | 1K - 15K | 28 Jun 2024 | 3 days | |
| 24 Jun 2024 | BUY | Lululemon Athletica Inc
LULU
|
1K - 15K | 28 Jun 2024 | 3 days |
| 24 Jun 2024 | BUY | Nestlé S.A
NSRGY
|
1K - 15K | 28 Jun 2024 | 3 days |
| 24 Jun 2024 | BUY | NextEra Energy, Inc
NEE
|
1K - 15K | 28 Jun 2024 | 3 days |
| 21 Jun 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 28 Jun 2024 | 6 days |
| 21 May 2024 | BUY | Advanced Micro Devices, Inc
AMD
|
1K - 15K | 21 May 2024 | 0 days |
| 21 May 2024 | BUY | 1K - 15K | 21 May 2024 | 0 days | |
| 21 May 2024 | BUY | 1K - 15K | 21 May 2024 | 0 days | |
| 21 May 2024 | BUY | Schwab (Charles) Corp (SCHW:US)
CHARLES
|
1K - 15K | 21 May 2024 | 0 days |
| 21 May 2024 | BUY | Kinder Morgan, Inc
KMI
|
1K - 15K | 21 May 2024 | 0 days |
| 21 May 2024 | BUY | The Southern Company
SO
|
1K - 15K | 21 May 2024 | 0 days |
| 20 May 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 21 May 2024 | 1 days |
| 20 May 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 21 May 2024 | 1 days |
| 20 May 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
100K - 250K | 21 May 2024 | 1 days |
| 9 May 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
250K - 500K | 9 May 2024 | 0 days |
| 24 Apr 2024 | BUY | Berkshire Hathaway Inc (BRK/B:US)
BRK/B
|
1K - 15K | 2 May 2024 | 7 days |
| 24 Apr 2024 | BUY | 1K - 15K | 2 May 2024 | 7 days | |
| 24 Apr 2024 | BUY | 1K - 15K | 2 May 2024 | 7 days | |
| 26 Apr 2024 | SELL | iShares Core MSCI Emerging Markets ETF
IEMG
|
1K - 15K | 2 May 2024 | 5 days |
| 26 Apr 2024 | SELL | iShares Core MSCI Total International Stock ETF
IXUS
|
1K - 15K | 2 May 2024 | 5 days |
| 26 Apr 2024 | SELL | iShares Core S&P 500 ETF
IVV
|
15K - 50K | 2 May 2024 | 5 days |
| 26 Apr 2024 | SELL | iShares Core S&P Small-Cap ETF
IJR
|
1K - 15K | 2 May 2024 | 5 days |
| 26 Apr 2024 | SELL | iShares Core S&P U.S. Growth ETF
IUSG
|
1K - 15K | 2 May 2024 | 5 days |
| 24 Apr 2024 | BUY | 1K - 15K | 2 May 2024 | 7 days | |
| 24 Apr 2024 | BUY | 1K - 15K | 2 May 2024 | 7 days | |
| 24 Apr 2024 | BUY | Schwab U.S. Large-Cap ETF
SCHX
|
1K - 15K | 2 May 2024 | 7 days |
| 24 Apr 2024 | BUY | The Hershey Company
HSY
|
1K - 15K | 2 May 2024 | 7 days |
| 24 Apr 2024 | BUY | Tractor Supply Company
TSCO
|
1K - 15K | 2 May 2024 | 7 days |
| 24 Apr 2024 | BUY |
US TREASURY BILLS (N/A)
Private Asset
|
250K - 500K | 2 May 2024 | 7 days |
| 24 Apr 2024 | BUY | 1K - 15K | 2 May 2024 | 7 days | |
| 24 Apr 2024 | BUY | Vanguard Mid-Cap Index Fund ETF Shares
VO
|
1K - 15K | 2 May 2024 | 7 days |
| 24 Apr 2024 | BUY | 15K - 50K | 2 May 2024 | 7 days | |
| 24 Apr 2024 | BUY | Vanguard Small-Cap Index Fund ETF Shares
VB
|
1K - 15K | 2 May 2024 | 7 days |
Showing 1 to 20 of 50 disclosed trades
Frequently Asked Questions: Marjorie Taylor Greene Stock Portfolio
What is Marjorie Taylor Greene's estimated Net Worth?
Marjorie Taylor Greene's net worth is estimated at $26.14M based on official Congressional Financial Disclosures filed under the STOCK Act.
How are Marjorie Taylor Greene's financial disclosures tracked?
All financial records and asset transactions for Marjorie Taylor Greene are compiled directly from public Periodic Transaction Reports (PTR) and annual disclosures required by the STOCK Act of 2012.
Is it legal for Marjorie Taylor Greene to trade stocks?
Yes, under current US law, members of Congress are permitted to hold and trade securities. However, they are legally subject to the STOCK Act, requiring prompt disclosure of transactions over $1,000, and are strictly prohibited from trading on material non-public information.
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