
Total Purchases (max)
$4.8M
Total Sales (max)
$545K
Net Portfolio Value
$4.3M
77 active positions of 140 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | — | $250K | — | $250K | 1 | 5.8% | |
| 2 | — | $250K | — | $250K | 3 | 5.8% | |
| 3 | PEP | $150K | — | $150K | 3 | 3.5% | |
| 4 | DIS | $180K | $50K | $130K | 6 | 3.0% | |
| 5 | EPD | $110K | — | $110K | 5 | 2.6% | |
| 6 | — | $100K | — | $100K | 1 | 2.3% | |
| 7 | UTX | $100K | — | $100K | 2 | 2.3% | |
| 8 | — | $100K | — | $100K | 2 | 2.3% | |
| 9 | OAK | $100K | — | $100K | 2 | 2.3% | |
| 10 | JCI | $80K | — | $80K | 3 | 1.9% | |
| 11 | CSCO | $80K | — | $80K | 3 | 1.9% | |
| 12 | HON | $115K | $50K | $65K | 4 | 1.5% | |
| 13 | WMT | $80K | $15K | $65K | 4 | 1.5% | |
| 14 | MDT | $65K | — | $65K | 2 | 1.5% | |
| 15 | CBS | $65K | — | $65K | 2 | 1.5% | |
| 16 | UBSI | $65K | — | $65K | 2 | 1.5% | |
| 17 | FB | $65K | — | $65K | 2 | 1.5% | |
| 18 | — | $65K | — | $65K | 2 | 1.5% | |
| 19 | COST | $65K | — | $65K | 2 | 1.5% | |
| 20 | PFE | $65K | — | $65K | 2 | 1.5% | |
| 21 | GDV | $65K | — | $65K | 2 | 1.5% | |
| 22 | AMGN | $65K | — | $65K | 2 | 1.5% | |
| 23 | GOOG | $100K | $50K | $50K | 3 | 1.2% | |
| 24 | — | $50K | — | $50K | 1 | 1.2% | |
| 25 | CTVA | $50K | — | $50K | 2 | 1.2% | |
| 26 | — | $50K | — | $50K | 1 | 1.2% | |
| 27 | — | $50K | — | $50K | 1 | 1.2% | |
| 28 | — | $50K | — | $50K | 1 | 1.2% | |
| 29 | — | $50K | — | $50K | 1 | 1.2% | |
| 30 | ET | $50K | — | $50K | 2 | 1.2% | |
| 31 | — | $50K | — | $50K | 1 | 1.2% | |
| 32 | — | $50K | — | $50K | 1 | 1.2% | |
| 33 | — | $50K | — | $50K | 1 | 1.2% | |
| 34 | ALLY | $50K | — | $50K | 1 | 1.2% | |
| 35 | — | $50K | — | $50K | 1 | 1.2% | |
| 36 | CMCSA | $100K | $50K | $50K | 3 | 1.2% | |
| 37 | — | $50K | — | $50K | 1 | 1.2% | |
| 38 | TD | $50K | — | $50K | 1 | 1.2% | |
| 39 | UNH | $50K | — | $50K | 1 | 1.2% | |
| 40 | CVS | $100K | $50K | $50K | 3 | 1.2% | |
| 41 | WM | $50K | — | $50K | 1 | 1.2% | |
| 42 | EV | $50K | — | $50K | 1 | 1.2% | |
| 43 | LYB | $50K | — | $50K | 1 | 1.2% | |
| 44 | — | $50K | — | $50K | 1 | 1.2% | |
| 45 | — | $50K | — | $50K | 1 | 1.2% | |
| 46 | AMZN | $50K | — | $50K | 1 | 1.2% | |
| 47 | — | $50K | — | $50K | 1 | 1.2% | |
| 48 | — | $50K | — | $50K | 1 | 1.2% | |
| 49 | — | $50K | — | $50K | 1 | 1.2% | |
| 50 | — | $50K | — | $50K | 1 | 1.2% | |
| 51 | — | $50K | — | $50K | 1 | 1.2% | |
| 52 | — | $50K | — | $50K | 1 | 1.2% | |
| 53 | — | $50K | — | $50K | 1 | 1.2% | |
| 54 | — | $50K | — | $50K | 1 | 1.2% | |
| 55 | — | $50K | — | $50K | 1 | 1.2% | |
| 56 | — | $50K | — | $50K | 1 | 1.2% | |
| 57 | FEI | $50K | — | $50K | 1 | 1.2% | |
| 58 | MDLZ | $45K | — | $45K | 3 | 1.0% | |
| 59 | HD | $45K | — | $45K | 3 | 1.0% | |
| 60 | M | $50K | $15K | $35K | 2 | 0.8% | |
| 61 | BX | $65K | $50K | $15K | 3 | 0.3% | |
| 62 | — | $15K | — | $15K | 1 | 0.3% | |
| 63 | PG | $15K | — | $15K | 1 | 0.3% | |
| 64 | ALC | $15K | — | $15K | 2 | 0.3% | |
| 65 | HPT | $15K | — | $15K | 1 | 0.3% | |
| 66 | VOD | $30K | $15K | $15K | 3 | 0.3% | |
| 67 | WBA | $115K | $100K | $15K | 5 | 0.3% | |
| 68 | NYLD | $65K | $50K | $15K | 3 | 0.3% | |
| 69 | EMR | $15K | — | $15K | 1 | 0.3% | |
| 70 | — | $15K | — | $15K | 1 | 0.3% | |
| 71 | CCL | $65K | $50K | $15K | 3 | 0.3% | |
| 72 | — | $15K | — | $15K | 1 | 0.3% | |
| 73 | NVS | $15K | — | $15K | 1 | 0.3% | |
| 74 | ARCC | $15K | — | $15K | 1 | 0.3% | |
| 75 | ABT | $15K | — | $15K | 1 | 0.3% | |
| 76 | MAR | $15K | — | $15K | 1 | 0.3% | |
| 77 | — | $15K | — | $15K | 1 | 0.3% | |
| 78 | Q | — | — | $0 | 1 | — | |
| 79 | MS | — | — | $0 | 1 | — | |
| 80 | DUK | $50K | $50K | $0 | 2 | — | |
| 81 | WPX | $50K | $50K | $0 | 2 | — | |
| 82 | DD | — | — | $0 | 1 | — | |
| 83 | DOW | — | — | $0 | 1 | — | |
| 84 | — | $50K | $50K | $0 | 2 | — | |
| 85 | MMM | $50K | $50K | $0 | 2 | — | |
| 86 | SBUX | $50K | $50K | $0 | 2 | — | |
| 87 | ALLY.A | $50K | $50K | $0 | 2 | — | |
| 88 | NKE | $15K | $15K | $0 | 2 | — | |
| 89 | CMI | $50K | $50K | $0 | 2 | — | |
| 90 | NWL | $50K | $50K | $0 | 2 | — | |
| 91 | IBM | $15K | $15K | $0 | 2 | — | |
| 92 | JNJ | $50K | $50K | $0 | 2 | — | |
| 93 | MSFT | $50K | $50K | $0 | 2 | — | |
| 94 | TWX | $50K | $50K | $0 | 2 | — | |
| 95 | AYR | $45K | $50K | -$5K | 4 | — | |
| 96 | SOLS | — | $15K | -$15K | 4 | — | |
| 97 | SWK | — | $15K | -$15K | 1 | — | |
| 98 | SLVM | — | $15K | -$15K | 2 | — | |
| 99 | VTRS | — | $15K | -$15K | 2 | — | |
| 100 | — | — | $15K | -$15K | 1 | — | |
| 101 | DWDP | — | $15K | -$15K | 3 | — | |
| 102 | HES | — | $15K | -$15K | 1 | — | |
| 103 | DVMT | — | $15K | -$15K | 2 | — | |
| 104 | SRC | — | $15K | -$15K | 1 | — | |
| 105 | — | — | $15K | -$15K | 1 | — | |
| 106 | NFG | — | $15K | -$15K | 1 | — | |
| 107 | CAT | — | $15K | -$15K | 1 | — | |
| 108 | NGLS | — | $15K | -$15K | 1 | — | |
| 109 | ABBV | $80K | $100K | -$20K | 4 | — | |
| 110 | VLO | $30K | $50K | -$20K | 3 | — | |
| 111 | UL | $30K | $50K | -$20K | 3 | — | |
| 112 | REZI | — | $30K | -$30K | 2 | — | |
| 113 | FCX | $15K | $45K | -$30K | 4 | — | |
| 114 | IP | $15K | $50K | -$35K | 2 | — | |
| 115 | CCI | $65K | $100K | -$35K | 4 | — | |
| 116 | T | $15K | $50K | -$35K | 2 | — | |
| 117 | QCOM | $60K | $100K | -$40K | 6 | — | |
| 118 | SVC | — | $50K | -$50K | 1 | — | |
| 119 | META | — | $50K | -$50K | 1 | — | |
| 120 | OTIS | — | $50K | -$50K | 2 | — | |
| 121 | — | — | $50K | -$50K | 1 | — | |
| 122 | — | — | $50K | -$50K | 1 | — | |
| 123 | — | — | $50K | -$50K | 1 | — | |
| 124 | CARR | — | $50K | -$50K | 2 | — | |
| 125 | — | — | $50K | -$50K | 1 | — | |
| 126 | — | — | $50K | -$50K | 1 | — | |
| 127 | CVX | $50K | $100K | -$50K | 2 | — | |
| 128 | XOM | — | $50K | -$50K | 1 | — | |
| 129 | PX | — | $50K | -$50K | 1 | — | |
| 130 | — | — | $50K | -$50K | 1 | — | |
| 131 | AFT | — | $50K | -$50K | 1 | — | |
| 132 | SLB | — | $50K | -$50K | 1 | — | |
| 133 | NSRGY | — | $50K | -$50K | 1 | — | |
| 134 | AXP | $15K | $65K | -$50K | 3 | — | |
| 135 | VIAC | — | $65K | -$65K | 2 | — | |
| 136 | — | $30K | $100K | -$70K | 4 | — | |
| 137 | NVDA | $15K | $100K | -$85K | 2 | — | |
| 138 | NEE | — | $100K | -$100K | 1 | — | |
| 139 | WMB | $45K | $165K | -$120K | 7 | — | |
| 140 | AAPL | $15K | $415K | -$400K | 9 | — |