Dan Newhouse

WA04Member5 filings162 transactions

Total Purchases (max)

$1.0M

Total Sales (max)

$195K

Net Portfolio Value

$835K

44 active positions of 83 total · Using max values from amount ranges

#	Ticker↕	Asset↕	Purchases↕	Sales↕	Net Value↓	Txns↕	% of Portfolio
1	—	Alcan Inc Debs	$50K	—	$50K	1	6.0%
2	—	Bank Amer Corp SR	$50K	—	$50K	1	6.0%
3	—	JP Morgan Chase &Co	$50K	—	$50K	1	6.0%
4	—	Prudential Finl Inc Medium Term	$50K	—	$50K	1	6.0%
5	—	Walmart Stores Inc	$50K	—	$50K	1	6.0%
6	AMD	Advanced Micro Devices, Inc.	$15K	—	$15K	1	1.8%
7	AME	AMETEK, Inc.	$15K	—	$15K	1	1.8%
8	AMAT	Applied Materials, Inc. - Common Stock	$15K	—	$15K	1	1.8%
9	ADP	Automatic Data Processing, Inc. - Common Stock	$15K	—	$15K	1	1.8%
10	BRO	Brown & Brown, Inc. Common Stock	$15K	—	$15K	1	1.8%
11	COP	ConocoPhillips Common Stock	$15K	—	$15K	1	1.8%
12	XOM	Exxon Mobil Corporation Common Stock	$15K	—	$15K	1	1.8%
13	GIS	General Mills, Inc. Common Stock	$15K	—	$15K	1	1.8%
14	OKE	ONEOK, Inc. Common Stock	$15K	—	$15K	1	1.8%
15	PLD	Prologis, Inc. Common Stock	$15K	—	$15K	1	1.8%
16	ROST	Ross Stores, Inc. - Common Stock	$15K	—	$15K	1	1.8%
17	SPGI	S&P Global Inc. Common Stock	$15K	—	$15K	1	1.8%
18	TGT	Target Corporation Common Stock	$15K	—	$15K	1	1.8%
19	UPS	United Parcel Service, Inc. Common Stock	$15K	—	$15K	1	1.8%
20	ADBE	Adobe Inc. - Common Stock	$30K	$15K	$15K	3	1.8%
21	DHR	Danaher Corporation Common Stock	$30K	$15K	$15K	3	1.8%
22	DE	Deere & Company Common Stock	$45K	$30K	$15K	5	1.8%
23	EL	Estee Lauder Companies, Inc.	$30K	$15K	$15K	3	1.8%
24	FTNT	Fortinet, Inc. - Common Stock	$30K	$15K	$15K	3	1.8%
25	HON	Honeywell International Inc.	$30K	$15K	$15K	3	1.8%
26	LOW	Lowe's Companies, Inc. Common Stock	$30K	$15K	$15K	3	1.8%
27	MCO	Moody's Corporation Common Stock	$30K	$15K	$15K	3	1.8%
28	TMO	Thermo Fisher Scientific Inc Common Stock	$30K	$15K	$15K	3	1.8%
29	VFC	V.F. Corporation Common Stock	$30K	$15K	$15K	3	1.8%
30	V	Visa Inc.	$30K	$15K	$15K	3	1.8%
31	—	Bank Amer Corp Dep Sh Repstg 1/1000th Pfd Ser I (BAC$I)	$15K	—	$15K	1	1.8%
32	CSX	CSX Corporation - Common Stock	$15K	—	$15K	1	1.8%
33	FMC	FMC Corporation Common Stock	$15K	—	$15K	1	1.8%
34	NKE	Nike, Inc. Common Stock	$15K	—	$15K	1	1.8%
35	—	Philip Morris International Inc Note	$15K	—	$15K	1	1.8%
36	PG	Procter & Gamble Company	$30K	$15K	$15K	3	1.8%
37	—	Walt Disney Co. Global Note 45	$15K	—	$15K	1	1.8%
38	—	Appalachian Power Co Sr Note	$15K	—	$15K	1	1.8%
39	—	AT&T Inc. Global Note	$15K	—	$15K	1	1.8%
40	—	Citigroup Inc. Senior Note	$15K	—	$15K	1	1.8%
41	—	Equity Residential Common Shares of	$15K	—	$15K	1	1.8%
42	FISV	Fiserv, Inc.	$15K	—	$15K	1	1.8%
43	NEE	NextEra Energy, Inc.	$15K	—	$15K	1	1.8%
44	ZTS	Zoetis Inc. Class A	$15K	—	$15K	1	1.8%
45	BLK	BlackRock, Inc. Common Stock	$30K	$30K	$0	4	—
46	ACN	Accenture plc Class A Ordinary Shares	$15K	$15K	$0	2	—
47	GOOGL	Alphabet Inc. - Class A Common Stock	$15K	$15K	$0	2	—
48	AMZN	Amazon.com, Inc. - Common Stock	$15K	$15K	$0	2	—
49	ADI	Analog Devices, Inc. - Common Stock	$15K	$15K	$0	2	—
50	AAPL	Apple Inc. - Common Stock	$15K	$15K	$0	2	—
51	T	AT&T Inc.	$15K	$15K	$0	2	—
52	DG	Dollar General Corporation Common Stock	$15K	$15K	$0	2	—
53	ELV	Elevance Health, Inc. Common Stock	$15K	$15K	$0	2	—
54	LIN	Linde plc - Ordinary Shares	$15K	$15K	$0	2	—
55	NI	NiSource Inc Common Stock	$15K	$15K	$0	2	—
56	PYPL	PayPal Holdings, Inc. - Common Stock	$15K	$15K	$0	2	—
57	PEP	Pepsico, Inc.	$15K	$15K	$0	2	—
58	TSLA	Tesla, Inc. - Common Stock	$15K	$15K	$0	2	—
59	HSY	The Hershey Company Common Stock	$15K	$15K	$0	2	—
60	TFC	Truist Financial Corporation Common Stock	$15K	$15K	$0	2	—
61	UNP	Union Pacific Corporation Common Stock	$15K	$15K	$0	2	—
62	UNH	UnitedHealth Group Incorporated Common Stock	$15K	$15K	$0	2	—
63	VZ	Verizon Communications Inc. Common Stock	$15K	$15K	$0	2	—
64	RTX	RTX Corporation Common Stock	$15K	$30K	-$15K	3	—
65	AVGO	Broadcom Inc. - Common Stock	$15K	$30K	-$15K	3	—
66	EQR	Equity Residential Common Shares of Beneficial Interest	—	$15K	-$15K	1	—
67	WTRG	Essential Utilities, Inc. Common Stock	—	$15K	-$15K	1	—
68	EVRG	Evergy, Inc.	—	$15K	-$15K	1	—
69	FI	Fiserv, Inc. Common Stock	—	$15K	-$15K	1	—
70	INTU	Intuit Inc. - Common Stock	$15K	$30K	-$15K	3	—
71	MGA	Magna International, Inc. Common Stock	—	$15K	-$15K	1	—
72	MSFT	Microsoft Corporation - Common Stock	$15K	$30K	-$15K	3	—
73	MDLZ	Mondelez International, Inc. - Class A Common Stock	—	$15K	-$15K	1	—
74	NFLX	Netflix, Inc. - Common Stock	$15K	$30K	-$15K	3	—
75	NVDA	NVIDIA Corporation - Common Stock	$30K	$45K	-$15K	5	—
76	CRM	Salesforce, Inc. Common Stock	$15K	$30K	-$15K	3	—
77	NOW	ServiceNow, Inc. Common Stock	$15K	$30K	-$15K	3	—
78	SBUX	Starbucks Corporation - Common Stock	$15K	$30K	-$15K	3	—
79	ULTA	Ulta Beauty, Inc.	$15K	$30K	-$15K	3	—
80	BREW	Craft Brew Alliance, Inc.	—	$15K	-$15K	1	—
81	BKNG	Booking Holdings Inc. - Common Stock	$15K	$45K	-$30K	4	—
82	LLY	Eli Lilly and Company Common Stock	$15K	$45K	-$30K	4	—
83	MPC	Marathon Petroleum Corporation Common Stock	$15K	$60K	-$45K	5	—