BDSoldBROBrown & Brown, Inc. $1,001 - $15,00036%
housechildDisclosed: Mar 6, 2026
GCBoughtAMDAdvanced Micro Devices, $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
GCSoldDOCHealthpeak Properties, Inc. Common
Stock $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
houseInformation TechnologyDisclosed: Mar 9, 2026
houseFinancialsDisclosed: Mar 9, 2026
houseInformation TechnologyDisclosed: Mar 9, 2026
houseEnergyDisclosed: Mar 9, 2026
GCSoldIBMINTERNATIONAL BUSINESS MACHINES CORP $1,001 - $15,00036%
houseIndustrialsDisclosed: Mar 9, 2026
GCSoldAPPApplovin Corporation - Class A $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
GCSoldINVHInvitation Homes Inc. $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
RKSoldRoyal Bank of Canada Linked to S&P 500 I
$1,001 - $15,00036%
housespouseDisclosed: Mar 4, 2026
BDBoughtTTDThe Trade Desk, Inc. - Class A $1,001 - $15,00036%
housespouseDisclosed: Mar 6, 2026
GCSoldBKNGBooking Holdings Inc. $1,001 - $15,00036%
houseIndustrialsDisclosed: Mar 9, 2026
GCBoughtBSXBoston Scientific Corporation $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
MMBoughtENTGSP
Entegris, Inc. $1,001 - $15,00036%
housespouseDisclosed: Mar 5, 2026
houseHealth CareDisclosed: Feb 23, 2026
GCSoldERIEErie Indemnity Company - Class A $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
GCBoughtCTRACoterra Energy Inc. $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
houseConsumer StaplesspouseDisclosed: Feb 23, 2026
GCSoldGEGENERAL ELECTRIC CO $15,001 - $50,00036%
houseInformation TechnologyDisclosed: Mar 9, 2026
BDSoldPYPLPayPal Holdings, Inc. $1,001 - $15,00036%
houseInformation TechnologyspouseDisclosed: Mar 6, 2026
houseDisclosed: Mar 9, 2026
RKSoldJPMorgan Chase Linked to S&P 500 Index
$1,001 - $15,00036%
housespouseDisclosed: Mar 4, 2026
houseConsumer StaplesDisclosed: Feb 23, 2026
GCSoldUNHUNITEDHEALTH GROUP INC $15,001 - $50,00036%
houseFinancialsDisclosed: Mar 9, 2026
RKSoldCanadian Imperial Bank Linked to S&P 500
$100,001 - $250,00060%
housespouseDisclosed: Mar 4, 2026
BDBoughtNOWJT
ServiceNow, Inc. $1,001 - $15,00036%
housespouseDisclosed: Mar 6, 2026
GCSoldGDGENERAL DYNAMICS CORP $1,001 - $15,00076%
houseIndustrialsDisclosed: Mar 9, 2026
houseDisclosed: Mar 9, 2026
GCSoldUALUnited Airlines Holdings, Inc. $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
GCSoldSWKSSkyworks Solutions, Inc. - Common
Stock $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
houseInformation TechnologyDisclosed: Mar 9, 2026
GCSoldCOFCAPITAL ONE FINANCIAL CORP $1,001 - $15,00036%
houseFinancialsDisclosed: Mar 9, 2026
BDBoughtTTDThe Trade Desk, Inc. - Class A $1,001 - $15,00036%
houseDisclosed: Mar 6, 2026
BDSoldBROBrown & Brown, Inc. $1,001 - $15,00036%
housespouseDisclosed: Mar 6, 2026
GCSoldFSLRFirst Solar, Inc. $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
houseDisclosed: Mar 9, 2026
GCBoughtDPZDOMINOS PIZZA INC $1,001 - $15,00036%
houseConsumer StaplesDisclosed: Mar 9, 2026
GCSoldFISFidelity National Information Services, Inc. $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
GCSoldEGEverest Group, Ltd. $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
RKBoughtGS Tax-Advantaged Global Equity Portfoli
$1,001 - $15,00036%
housechildDisclosed: Mar 4, 2026
GCSoldTTDThe Trade Desk, Inc. - Class A $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
GCBoughtTRGPTarga Resources, Inc. $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
GCSoldROPROPER TECHNOLOGIES INC $15,001 - $50,00036%
houseDisclosed: Mar 9, 2026
GCBoughtVRSNSP
VeriSign, Inc. $1,001 - $15,00036%
houseDisclosed: Mar 9, 2026
GCSoldPRUPRUDENTIAL FINANCIAL INC $1,001 - $15,00036%
houseFinancialsDisclosed: Mar 9, 2026
RKBoughtCanadian Imperial Bank of Comm Linked to
$1,001 - $15,00036%
housechildDisclosed: Mar 2, 2026
GCBoughtOXYOCCIDENTAL PETROLEUM CORP /DE/ $1,001 - $15,00036%
houseEnergyDisclosed: Mar 9, 2026
houseDisclosed: Mar 9, 2026
DTBoughtPGRPROGRESSIVE CORP/OH/ $1,001 - $15,00037%
houseFinancialsDisclosed: Feb 20, 2026