Total Purchases (max)
$4.2M
Total Sales (max)
$1.2M
Net Portfolio Value
$3.0M
87 active positions of 211 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | UBSI | $350K | $200K | $150K | 6 | 5.0% | |
| 2 | ABT | $90K | $15K | $75K | 7 | 2.5% | |
| 3 | USB | $90K | $15K | $75K | 7 | 2.5% | |
| 4 | AMGN | $90K | $15K | $75K | 7 | 2.5% | |
| 5 | CVX | $90K | $30K | $60K | 8 | 2.0% | |
| 6 | PSX | $75K | $15K | $60K | 6 | 2.0% | |
| 7 | NKE | $75K | $15K | $60K | 6 | 2.0% | |
| 8 | PEP | $75K | $15K | $60K | 6 | 2.0% | |
| 9 | JNJ | $90K | $30K | $60K | 8 | 2.0% | |
| 10 | WEC | $75K | $15K | $60K | 6 | 2.0% | |
| 11 | T | $75K | $15K | $60K | 6 | 2.0% | |
| 12 | UTX | $60K | — | $60K | 4 | 2.0% | |
| 13 | PX | $60K | — | $60K | 4 | 2.0% | |
| 14 | HRS | $60K | — | $60K | 4 | 2.0% | |
| 15 | EMR | $60K | — | $60K | 4 | 2.0% | |
| 16 | ADP | $60K | — | $60K | 4 | 2.0% | |
| 17 | AXP | $50K | — | $50K | 1 | 1.7% | |
| 18 | ZTS | $50K | — | $50K | 1 | 1.7% | |
| 19 | SBUX | $50K | — | $50K | 1 | 1.7% | |
| 20 | META | $45K | — | $45K | 3 | 1.5% | |
| 21 | CL | $60K | $15K | $45K | 5 | 1.5% | |
| 22 | GD | $60K | $15K | $45K | 5 | 1.5% | |
| 23 | ACN | $90K | $45K | $45K | 9 | 1.5% | |
| 24 | ITW | $60K | $15K | $45K | 5 | 1.5% | |
| 25 | APD | $60K | $15K | $45K | 5 | 1.5% | |
| 26 | BDX | $60K | $15K | $45K | 5 | 1.5% | |
| 27 | MDT | $60K | $15K | $45K | 5 | 1.5% | |
| 28 | ES | $60K | $15K | $45K | 5 | 1.5% | |
| 29 | CSCO | $105K | $60K | $45K | 11 | 1.5% | |
| 30 | WMT | $60K | $15K | $45K | 5 | 1.5% | |
| 31 | MCD | $60K | $15K | $45K | 5 | 1.5% | |
| 32 | VFC | $60K | $15K | $45K | 5 | 1.5% | |
| 33 | MMM | $60K | $15K | $45K | 5 | 1.5% | |
| 34 | NEE | $75K | $30K | $45K | 7 | 1.5% | |
| 35 | SYY | $60K | $15K | $45K | 5 | 1.5% | |
| 36 | PII | $60K | $15K | $45K | 5 | 1.5% | |
| 37 | RYAAY | $45K | — | $45K | 3 | 1.5% | |
| 38 | PAYX | $60K | $30K | $30K | 6 | 1.0% | |
| 39 | AVGO | $60K | $30K | $30K | 6 | 1.0% | |
| 40 | JPM | $135K | $105K | $30K | 16 | 1.0% | |
| 41 | CB | $75K | $45K | $30K | 8 | 1.0% | |
| 42 | ADI | $60K | $30K | $30K | 6 | 1.0% | |
| 43 | CEG | $30K | — | $30K | 2 | 1.0% | |
| 44 | CLX | $60K | $30K | $30K | 6 | 1.0% | |
| 45 | NVS | $45K | $15K | $30K | 4 | 1.0% | |
| 46 | — | $30K | — | $30K | 2 | 1.0% | |
| 47 | SLB | $45K | $15K | $30K | 4 | 1.0% | |
| 48 | TGT | $30K | — | $30K | 2 | 1.0% | |
| 49 | EV | $30K | — | $30K | 2 | 1.0% | |
| 50 | LLY | $15K | — | $15K | 1 | 0.5% | |
| 51 | BLK | $75K | $60K | $15K | 9 | 0.5% | |
| 52 | SHW | $15K | — | $15K | 1 | 0.5% | |
| 53 | PLD | $15K | — | $15K | 1 | 0.5% | |
| 54 | GOOGL | $15K | — | $15K | 1 | 0.5% | |
| 55 | — | $15K | — | $15K | 1 | 0.5% | |
| 56 | CSL | $15K | — | $15K | 1 | 0.5% | |
| 57 | SPGI | $30K | $15K | $15K | 3 | 0.5% | |
| 58 | MDLZ | $45K | $30K | $15K | 5 | 0.5% | |
| 59 | FDS | $30K | $15K | $15K | 3 | 0.5% | |
| 60 | — | $15K | — | $15K | 1 | 0.5% | |
| 61 | CMS | $15K | — | $15K | 1 | 0.5% | |
| 62 | AMT | $30K | $15K | $15K | 3 | 0.5% | |
| 63 | GILD | $30K | $15K | $15K | 3 | 0.5% | |
| 64 | GIS | $30K | $15K | $15K | 3 | 0.5% | |
| 65 | — | $15K | — | $15K | 1 | 0.5% | |
| 66 | WAB | $15K | — | $15K | 1 | 0.5% | |
| 67 | IBM.MX | $15K | — | $15K | 1 | 0.5% | |
| 68 | STT | $15K | — | $15K | 1 | 0.5% | |
| 69 | BUD | $15K | — | $15K | 1 | 0.5% | |
| 70 | — | $15K | — | $15K | 1 | 0.5% | |
| 71 | VTKLY | $15K | — | $15K | 1 | 0.5% | |
| 72 | SMECF | $15K | — | $15K | 1 | 0.5% | |
| 73 | NPSND | $15K | — | $15K | 1 | 0.5% | |
| 74 | — | $15K | — | $15K | 1 | 0.5% | |
| 75 | JKHY | $15K | — | $15K | 1 | 0.5% | |
| 76 | ETN | $15K | — | $15K | 1 | 0.5% | |
| 77 | — | $15K | — | $15K | 1 | 0.5% | |
| 78 | — | $15K | — | $15K | 1 | 0.5% | |
| 79 | — | $15K | — | $15K | 1 | 0.5% | |
| 80 | TD | $15K | — | $15K | 1 | 0.5% | |
| 81 | SIEGY | $15K | — | $15K | 1 | 0.5% | |
| 82 | LMT | $15K | — | $15K | 1 | 0.5% | |
| 83 | LVMUY | $15K | — | $15K | 1 | 0.5% | |
| 84 | CMPGY | $15K | — | $15K | 1 | 0.5% | |
| 85 | BASFY | $15K | — | $15K | 1 | 0.5% | |
| 86 | — | $15K | — | $15K | 1 | 0.5% | |
| 87 | — | $15K | — | $15K | 1 | 0.5% | |
| 88 | COST | $15K | $15K | $0 | 2 | — | |
| 89 | CMCSA | $15K | $15K | $0 | 2 | — | |
| 90 | PFE | $15K | $15K | $0 | 2 | — | |
| 91 | — | $15K | $15K | $0 | 2 | — | |
| 92 | F | $15K | $15K | $0 | 2 | — | |
| 93 | -- RTN | — | — | $0 | 1 | — | |
| 94 | -- TFC | — | — | $0 | 1 | — | |
| 95 | V | $15K | $15K | $0 | 2 | — | |
| 96 | TSM | $15K | $15K | $0 | 2 | — | |
| 97 | SFTBY | $15K | $15K | $0 | 2 | — | |
| 98 | RDS-B | $15K | $15K | $0 | 2 | — | |
| 99 | RBGLY | $15K | $15K | $0 | 2 | — | |
| 100 | PM | $15K | $15K | $0 | 2 | — | |
| 101 | PDRDY | $15K | $15K | $0 | 2 | — | |
| 102 | LRLCY | $15K | $15K | $0 | 2 | — | |
| 103 | NVO | $15K | $15K | $0 | 2 | — | |
| 104 | MRAAY | $15K | $15K | $0 | 2 | — | |
| 105 | MCO | $15K | $15K | $0 | 2 | — | |
| 106 | LVS | $15K | $15K | $0 | 2 | — | |
| 107 | KYCCF | $15K | $15K | $0 | 2 | — | |
| 108 | ICE | $15K | $15K | $0 | 2 | — | |
| 109 | HLT | $15K | $15K | $0 | 2 | — | |
| 110 | GDDY | $15K | $15K | $0 | 2 | — | |
| 111 | CCI | $15K | $15K | $0 | 2 | — | |
| 112 | CABGY | $15K | $15K | $0 | 2 | — | |
| 113 | CSX | $15K | $15K | $0 | 2 | — | |
| 114 | ASML | $15K | $15K | $0 | 2 | — | |
| 115 | AZN | $15K | $15K | $0 | 2 | — | |
| 116 | AHKSY | $15K | $15K | $0 | 2 | — | |
| 117 | ANCX UBSH | — | — | $0 | 1 | — | |
| 118 | PG | $45K | $45K | $0 | 6 | — | |
| 119 | QCOM | $30K | $30K | $0 | 4 | — | |
| 120 | INCY | $15K | $15K | $0 | 2 | — | |
| 121 | LIN PX | — | — | $0 | 1 | — | |
| 122 | PX LIN | — | — | $0 | 1 | — | |
| 123 | BNPQY | $15K | $15K | $0 | 2 | — | |
| 124 | RCL | $15K | $15K | $0 | 2 | — | |
| 125 | OXY | $15K | $15K | $0 | 2 | — | |
| 126 | CERN | $15K | $15K | $0 | 2 | — | |
| 127 | SGAPY | $15K | $15K | $0 | 2 | — | |
| 128 | SSDOY | $15K | $15K | $0 | 2 | — | |
| 129 | -- PTEN | — | — | $0 | 1 | — | |
| 130 | ANCX | — | — | $0 | 1 | — | |
| 131 | — | — | — | $0 | 1 | — | |
| 132 | -- ENB | — | — | $0 | 1 | — | |
| 133 | — | — | — | $0 | 1 | — | |
| 134 | AEX.MU | — | — | $0 | 1 | — | |
| 135 | — | — | $15K | -$15K | 1 | — | |
| 136 | AFL | $60K | $75K | -$15K | 9 | — | |
| 137 | — | — | $15K | -$15K | 1 | — | |
| 138 | ENB | $30K | $45K | -$15K | 5 | — | |
| 139 | SHEL | — | $15K | -$15K | 1 | — | |
| 140 | RTX | — | $15K | -$15K | 1 | — | |
| 141 | — | — | $15K | -$15K | 1 | — | |
| 142 | UPS | — | $15K | -$15K | 1 | — | |
| 143 | — | — | $15K | -$15K | 1 | — | |
| 144 | LHX | — | $15K | -$15K | 1 | — | |
| 145 | VZ | — | $15K | -$15K | 1 | — | |
| 146 | RDSA | — | $15K | -$15K | 1 | — | |
| 147 | — | — | $15K | -$15K | 1 | — | |
| 148 | OTIS | — | $15K | -$15K | 1 | — | |
| 149 | CARR | — | $15K | -$15K | 1 | — | |
| 150 | RDSA.AS | — | $15K | -$15K | 1 | — | |
| 151 | HBAN | — | $15K | -$15K | 1 | — | |
| 152 | SRE | — | $15K | -$15K | 1 | — | |
| 153 | NSRGY | $30K | $45K | -$15K | 5 | — | |
| 154 | NPSNY | — | $15K | -$15K | 1 | — | |
| 155 | SAFRY | — | $15K | -$15K | 1 | — | |
| 156 | ESLOY | — | $15K | -$15K | 1 | — | |
| 157 | DEO | — | $15K | -$15K | 1 | — | |
| 158 | DE | — | $15K | -$15K | 1 | — | |
| 159 | DHR | — | $15K | -$15K | 1 | — | |
| 160 | BK | — | $15K | -$15K | 1 | — | |
| 161 | AMZN | — | $15K | -$15K | 1 | — | |
| 162 | GOOG | — | $15K | -$15K | 1 | — | |
| 163 | EADSY | — | $15K | -$15K | 1 | — | |
| 164 | ATVI | — | $15K | -$15K | 1 | — | |
| 165 | AAGIY | — | $15K | -$15K | 1 | — | |
| 166 | — | — | $15K | -$15K | 1 | — | |
| 167 | SHECY | — | $15K | -$15K | 1 | — | |
| 168 | — | — | $15K | -$15K | 1 | — | |
| 169 | RHHBY | $30K | $45K | -$15K | 5 | — | |
| 170 | — | — | $15K | -$15K | 1 | — | |
| 171 | SJM | — | $15K | -$15K | 1 | — | |
| 172 | K | — | $15K | -$15K | 1 | — | |
| 173 | SCG | — | $15K | -$15K | 1 | — | |
| 174 | SO | — | $15K | -$15K | 1 | — | |
| 175 | JWN | — | $15K | -$15K | 1 | — | |
| 176 | COP | — | $15K | -$15K | 1 | — | |
| 177 | — | — | $15K | -$15K | 1 | — | |
| 178 | PPG | — | $30K | -$30K | 2 | — | |
| 179 | UNH | $30K | $60K | -$30K | 6 | — | |
| 180 | GE | $15K | $45K | -$30K | 4 | — | |
| 181 | NSC | $60K | $90K | -$30K | 10 | — | |
| 182 | LIN | — | $30K | -$30K | 2 | — | |
| 183 | SMFG | — | $30K | -$30K | 2 | — | |
| 184 | DWDP | $15K | $45K | -$30K | 4 | — | |
| 185 | MS | — | $30K | -$30K | 2 | — | |
| 186 | LULU | — | $30K | -$30K | 2 | — | |
| 187 | KHC | — | $30K | -$30K | 2 | — | |
| 188 | CLB | — | $30K | -$30K | 2 | — | |
| 189 | CHK | — | $30K | -$30K | 2 | — | |
| 190 | AL | — | $30K | -$30K | 2 | — | |
| 191 | HXL | $15K | $45K | -$30K | 4 | — | |
| 192 | FANUY | $15K | $60K | -$45K | 5 | — | |
| 193 | RDS-A | — | $45K | -$45K | 3 | — | |
| 194 | MRK | $15K | $60K | -$45K | 5 | — | |
| 195 | TFC | — | $50K | -$50K | 1 | — | |
| 196 | DUK | — | $50K | -$50K | 1 | — | |
| 197 | KO | $15K | $75K | -$60K | 6 | — | |
| 198 | XOM | $45K | $120K | -$75K | 11 | — | |
| 199 | GWW | $15K | $90K | -$75K | 7 | — | |
| 200 | BRK-B | $15K | $100K | -$85K | 3 | — | |
| 201 | LOW | $60K | $150K | -$90K | 14 | — | |
| 202 | BMY | — | $90K | -$90K | 6 | — | |
| 203 | CME | $15K | $115K | -$100K | 4 | — | |
| 204 | VGK | — | $100K | -$100K | 2 | — | |
| 205 | IYE | — | $100K | -$100K | 2 | — | |
| 206 | WFC | $100K | $220K | -$120K | 12 | — | |
| 207 | IBM | $15K | $140K | -$125K | 8 | — | |
| 208 | INTC | $60K | $260K | -$200K | 12 | — | |
| 209 | AAPL | $30K | $245K | -$215K | 16 | — | |
| 210 | C | — | $270K | -$270K | 11 | — | |
| 211 | MSFT | $90K | $600K | -$510K | 39 | — |