Total Purchases (max)
$1.4M
Total Sales (max)
$30K
Net Portfolio Value
$1.3M
10 active positions of 188 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | FDRR | $250K | — | $250K | 1 | 18.7% | |
| 2 | IGV | $250K | — | $250K | 1 | 18.7% | |
| 3 | — | $250K | — | $250K | 1 | 18.7% | |
| 4 | SCHD | $250K | — | $250K | 1 | 18.7% | |
| 5 | SPYG | $250K | — | $250K | 1 | 18.7% | |
| 6 | RHHBY | $45K | $15K | $30K | 4 | 2.2% | |
| 7 | UTX | $30K | $15K | $15K | 3 | 1.1% | |
| 8 | LLDTF | $15K | — | $15K | 1 | 1.1% | |
| 9 | SFTBF | $15K | — | $15K | 1 | 1.1% | |
| 10 | UNCHF | $15K | — | $15K | 1 | 1.1% | |
| 11 | BMY | $30K | $30K | $0 | 4 | — | |
| 12 | CVX | $15K | $15K | $0 | 2 | — | |
| 13 | CVS | $15K | $15K | $0 | 2 | — | |
| 14 | EIX | $15K | $15K | $0 | 2 | — | |
| 15 | XOM | $30K | $30K | $0 | 4 | — | |
| 16 | IBM | $15K | $15K | $0 | 2 | — | |
| 17 | JNJ | $15K | $15K | $0 | 2 | — | |
| 18 | VLO | $15K | $15K | $0 | 2 | — | |
| 19 | ABT | — | $15K | -$15K | 1 | — | |
| 20 | ACN | — | $15K | -$15K | 1 | — | |
| 21 | APD | — | $15K | -$15K | 1 | — | |
| 22 | ARE | — | $15K | -$15K | 1 | — | |
| 23 | MO | — | $15K | -$15K | 1 | — | |
| 24 | AMGN | — | $15K | -$15K | 1 | — | |
| 25 | ADI | — | $15K | -$15K | 1 | — | |
| 26 | — | — | $15K | -$15K | 1 | — | |
| 27 | — | — | $15K | -$15K | 1 | — | |
| 28 | ADP | — | $15K | -$15K | 1 | — | |
| 29 | AVB | — | $15K | -$15K | 1 | — | |
| 30 | BAC | — | $15K | -$15K | 1 | — | |
| 31 | BDX | — | $15K | -$15K | 1 | — | |
| 32 | BLK | $15K | $30K | -$15K | 3 | — | |
| 33 | BXP | — | $15K | -$15K | 1 | — | |
| 34 | COF | — | $15K | -$15K | 1 | — | |
| 35 | CERN | — | $15K | -$15K | 1 | — | |
| 36 | CB | — | $15K | -$15K | 1 | — | |
| 37 | CSCO | — | $15K | -$15K | 1 | — | |
| 38 | CME | — | $15K | -$15K | 1 | — | |
| 39 | CMS | — | $15K | -$15K | 1 | — | |
| 40 | — | $15K | $30K | -$15K | 3 | — | |
| 41 | — | — | $15K | -$15K | 1 | — | |
| 42 | COP | — | $15K | -$15K | 1 | — | |
| 43 | CFR | — | $15K | -$15K | 1 | — | |
| 44 | DE | — | $15K | -$15K | 1 | — | |
| 45 | DFS | — | $15K | -$15K | 1 | — | |
| 46 | DOV | — | $15K | -$15K | 1 | — | |
| 47 | DD | $15K | $30K | -$15K | 3 | — | |
| 48 | ETR | — | $15K | -$15K | 1 | — | |
| 49 | EXPD | — | $15K | -$15K | 1 | — | |
| 50 | FDS | — | $15K | -$15K | 1 | — | |
| 51 | FIS | — | $15K | -$15K | 1 | — | |
| 52 | — | $15K | $30K | -$15K | 3 | — | |
| 53 | HIG | — | $15K | -$15K | 1 | — | |
| 54 | HAS | — | $15K | -$15K | 1 | — | |
| 55 | HD | — | $15K | -$15K | 1 | — | |
| 56 | HON | — | $15K | -$15K | 1 | — | |
| 57 | ITW | — | $15K | -$15K | 1 | — | |
| 58 | LVS | — | $15K | -$15K | 1 | — | |
| 59 | MTB | $15K | $30K | -$15K | 3 | — | |
| 60 | MMC | — | $15K | -$15K | 1 | — | |
| 61 | MCD | — | $15K | -$15K | 1 | — | |
| 62 | MDT | — | $15K | -$15K | 1 | — | |
| 63 | MET | — | $15K | -$15K | 1 | — | |
| 64 | MDLZ | — | $15K | -$15K | 1 | — | |
| 65 | MNST | — | $15K | -$15K | 1 | — | |
| 66 | NEE | — | $15K | -$15K | 1 | — | |
| 67 | NSC | — | $15K | -$15K | 1 | — | |
| 68 | NTRS | — | $15K | -$15K | 1 | — | |
| 69 | PH | — | $15K | -$15K | 1 | — | |
| 70 | PEP | — | $15K | -$15K | 1 | — | |
| 71 | PM | $15K | $30K | -$15K | 3 | — | |
| 72 | PNC | — | $15K | -$15K | 1 | — | |
| 73 | PPG | — | $15K | -$15K | 1 | — | |
| 74 | PGR | — | $15K | -$15K | 1 | — | |
| 75 | PRU | $15K | $30K | -$15K | 3 | — | |
| 76 | PEG | — | $15K | -$15K | 1 | — | |
| 77 | QCOM | — | $15K | -$15K | 1 | — | |
| 78 | REGN | $15K | $30K | -$15K | 3 | — | |
| 79 | RSG | — | $15K | -$15K | 1 | — | |
| 80 | RPM | — | $15K | -$15K | 1 | — | |
| 81 | SLB | $15K | $30K | -$15K | 3 | — | |
| 82 | SEIC | $15K | $30K | -$15K | 3 | — | |
| 83 | SPG | — | $15K | -$15K | 1 | — | |
| 84 | SWK | — | $15K | -$15K | 1 | — | |
| 85 | SBUX | — | $15K | -$15K | 1 | — | |
| 86 | TROW | — | $15K | -$15K | 1 | — | |
| 87 | TXN | — | $15K | -$15K | 1 | — | |
| 88 | TRV | — | $15K | -$15K | 1 | — | |
| 89 | TFC | — | $15K | -$15K | 1 | — | |
| 90 | USB | — | $15K | -$15K | 1 | — | |
| 91 | UNH | — | $15K | -$15K | 1 | — | |
| 92 | VFC | — | $15K | -$15K | 1 | — | |
| 93 | VAR | — | $15K | -$15K | 1 | — | |
| 94 | VTR | $15K | $30K | -$15K | 3 | — | |
| 95 | VZ | — | $15K | -$15K | 1 | — | |
| 96 | VNO | $15K | $30K | -$15K | 3 | — | |
| 97 | WMT | — | $15K | -$15K | 1 | — | |
| 98 | WFC | — | $15K | -$15K | 1 | — | |
| 99 | WH | — | $15K | -$15K | 1 | — | |
| 100 | XEL | — | $15K | -$15K | 1 | — | |
| 101 | YUMC | — | $15K | -$15K | 1 | — | |
| 102 | YUM | — | $15K | -$15K | 1 | — | |
| 103 | TIF | — | $15K | -$15K | 1 | — | |
| 104 | AHKSY | — | $15K | -$15K | 1 | — | |
| 105 | ASAZY | — | $15K | -$15K | 1 | — | |
| 106 | BGNE | — | $15K | -$15K | 1 | — | |
| 107 | BNPQY | — | $15K | -$15K | 1 | — | |
| 108 | CNI | — | $15K | -$15K | 1 | — | |
| 109 | DBOEY | — | $15K | -$15K | 1 | — | |
| 110 | DNHBY | — | $15K | -$15K | 1 | — | |
| 111 | DSDVY | — | $15K | -$15K | 1 | — | |
| 112 | ENB | — | $15K | -$15K | 1 | — | |
| 113 | ENLAY | — | $15K | -$15K | 1 | — | |
| 114 | ESLOY | — | $15K | -$15K | 1 | — | |
| 115 | GMXAY | — | $15K | -$15K | 1 | — | |
| 116 | GVDNY | — | $15K | -$15K | 1 | — | |
| 117 | HESAY | — | $15K | -$15K | 1 | — | |
| 118 | HKXCY | — | $15K | -$15K | 1 | — | |
| 119 | HOCPY | — | $15K | -$15K | 1 | — | |
| 120 | IBDRY | — | $15K | -$15K | 1 | — | |
| 121 | IMBBY | — | $15K | -$15K | 1 | — | |
| 122 | IHG | — | $15K | -$15K | 1 | — | |
| 123 | KBCSY | — | $15K | -$15K | 1 | — | |
| 124 | PPRUY | — | $15K | -$15K | 1 | — | |
| 125 | PHG | — | $15K | -$15K | 1 | — | |
| 126 | KOSCF | — | $15K | -$15K | 1 | — | |
| 127 | — | — | $15K | -$15K | 1 | — | |
| 128 | — | — | $15K | -$15K | 1 | — | |
| 129 | MRAAY | — | $15K | -$15K | 1 | — | |
| 130 | NPSNY | — | $15K | -$15K | 1 | — | |
| 131 | NJ | — | $15K | -$15K | 1 | — | |
| 132 | OOCP | — | $15K | -$15K | 1 | — | |
| 133 | PUK | — | $15K | -$15K | 1 | — | |
| 134 | RBGLY | — | $15K | -$15K | 1 | — | |
| 135 | RELX | — | $15K | -$15K | 1 | — | |
| 136 | RIO | — | $15K | -$15K | 1 | — | |
| 137 | RYDBF | — | $15K | -$15K | 1 | — | |
| 138 | KKPNY | — | $15K | -$15K | 1 | — | |
| 139 | — | — | $15K | -$15K | 1 | — | |
| 140 | SAXPY | — | $15K | -$15K | 1 | — | |
| 141 | SHECY | — | $15K | -$15K | 1 | — | |
| 142 | SMECF | — | $15K | -$15K | 1 | — | |
| 143 | SONVY | — | $15K | -$15K | 1 | — | |
| 144 | SVNLY | — | $15K | -$15K | 1 | — | |
| 145 | TOT | — | $15K | -$15K | 1 | — | |
| 146 | UNICY | — | $15K | -$15K | 1 | — | |
| 147 | — | — | $15K | -$15K | 1 | — | |
| 148 | MMM | — | $15K | -$15K | 1 | — | |
| 149 | OXY | — | $15K | -$15K | 1 | — | |
| 150 | NTDMF | — | $15K | -$15K | 1 | — | |
| 151 | — | — | $30K | -$30K | 2 | — | |
| 152 | GOOG | — | $30K | -$30K | 2 | — | |
| 153 | DANOY | — | $30K | -$30K | 2 | — | |
| 154 | — | — | $30K | -$30K | 2 | — | |
| 155 | GILD | $15K | $45K | -$30K | 4 | — | |
| 156 | MRK | — | $30K | -$30K | 2 | — | |
| 157 | NVS | — | $30K | -$30K | 2 | — | |
| 158 | NVO | — | $30K | -$30K | 2 | — | |
| 159 | PFE | $15K | $45K | -$30K | 4 | — | |
| 160 | EADSY | — | $30K | -$30K | 2 | — | |
| 161 | ASML | — | $30K | -$30K | 2 | — | |
| 162 | DEO | — | $30K | -$30K | 2 | — | |
| 163 | HDB | — | $30K | -$30K | 2 | — | |
| 164 | JMHLY | — | $30K | -$30K | 2 | — | |
| 165 | KYCCF | — | $30K | -$30K | 2 | — | |
| 166 | LVMUY | — | $30K | -$30K | 2 | — | |
| 167 | MELI | — | $30K | -$30K | 2 | — | |
| 168 | NSRGY | — | $30K | -$30K | 2 | — | |
| 169 | SAP | — | $30K | -$30K | 2 | — | |
| 170 | TSM | — | $30K | -$30K | 2 | — | |
| 171 | AZN | — | $45K | -$45K | 3 | — | |
| 172 | CABGY | — | $45K | -$45K | 3 | — | |
| 173 | LDNXF | — | $45K | -$45K | 3 | — | |
| 174 | LRLCY | — | $45K | -$45K | 3 | — | |
| 175 | PDRDY | — | $45K | -$45K | 3 | — | |
| 176 | AMZN | $15K | $65K | -$50K | 3 | — | |
| 177 | ADSK | — | $50K | -$50K | 1 | — | |
| 178 | KO | — | $50K | -$50K | 1 | — | |
| 179 | NVDA | — | $50K | -$50K | 1 | — | |
| 180 | ORCL | — | $50K | -$50K | 1 | — | |
| 181 | — | — | $50K | -$50K | 1 | — | |
| 182 | — | — | $60K | -$60K | 4 | — | |
| 183 | BABA | — | $65K | -$65K | 2 | — | |
| 184 | FB | — | $65K | -$65K | 2 | — | |
| 185 | V | — | $65K | -$65K | 2 | — | |
| 186 | SAFRY | — | $75K | -$75K | 5 | — | |
| 187 | SFTBY | — | $75K | -$75K | 5 | — | |
| 188 | UBS | — | $3.5M | -$3.5M | 10 | — |