Sep 2, 2026Sheldon WhitehouseD·RIRebalanced 4 positions, $1K–$50K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| LRCX | Lam Research Corporation - Common Stock | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | NVDA | NVIDIA Corporation - Common Stock | SELL | $1K–$15K | Aug 13, 2026 | source ↗ | | NVDA | NVIDIA Corporation - Common Stock | SELL | $15K–$50K | Aug 13, 2026 | source ↗ | | AMGN | Amgen Inc. - Common Stock | SELL | $1K–$15K | Aug 12, 2026 | source ↗ |
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Aug 24, 2026John BoozmanR·ARRebalanced 14 positions, $1K–$15K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| EIPI | First Trust Exchange-Traded Fund VIII FT Energy In | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | FTGC | First Trust Global Tactical Commodity Strategy Fun | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | FISV | Fiserv Inc | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | IWM | iShares Russell 2000 ETF | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | IVV | iShares Core S&P 500 ETF | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | LLY | Eli Lilly and Company | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | TPYP | Tortoise North Amer Pipeline Fund | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | VNQI | Vanguard Global ex-U.S. Real Estate ETF | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | VEA | Vanguard FTSE Developed Markets ETF | SELL | $1K–$15K | Nov 21, 2025 | source ↗ | | GEM | Goldman Sachs ActiveBeta Emerging Markets Equity E | SELL | $1K–$15K | Nov 20, 2025 | source ↗ | | EFA | iShares MSCI EAFE ETF | SELL | $1K–$15K | Nov 20, 2025 | source ↗ | | RNWGX | NEW WORLD FUND INC - Class R-6 | SELL | $1K–$15K | Nov 20, 2025 | source ↗ | | CRM | Salesforce Inc | SELL | $1K–$15K | Nov 13, 2025 | source ↗ | | AAXJ | iShares MSCI All Country Asia ex Japan ETF | SELL | $1K–$15K | Nov 6, 2025 | source ↗ |
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Aug 17, 2026John BoozmanR·ARRebalanced 4 positions, $1K–$15K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| CBOE | Cboe Global Markets, Inc. Common Stock | SELL | $1K–$15K | Jul 31, 2026 | source ↗ | | JPM | JP Morgan Chase & Co. Common Stock | SELL | $1K–$15K | Jul 23, 2026 | source ↗ | | HD | Home Depot, Inc. (The) Common Stock | SELL | $1K–$15K | Jul 9, 2026 | source ↗ | | TRV | The Travelers Companies, Inc. Common Stock | SELL | $1K–$15K | Jul 2, 2026 | source ↗ |
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Aug 5, 2026Thomas H Tuberville?·—Rebalanced 38 positions, $1K–$100K each ▸| Ticker | Asset | Type | Amount | Traded | Filing |
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| GOOGL | Alphabet Cl A | SELL | $1K–$15K | Dec 17, 2025 | source ↗ | | AAPL | Apple Inc | SELL | $50K–$100K | Dec 17, 2025 | source ↗ | | ORCL | Oracle Corporation Common Stock | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | GOOGL | Alphabet Inc. - Class A Common Stock | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | AAPL | Apple Inc | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | MSFT | Microsoft Corp | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | OC | Owens Corning Inc | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | PEP | Pepsico Inc | SELL | $15K–$50K | Oct 7, 2025 | source ↗ | | MSFT | Microsoft Corp | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | MA | Mastercard Inc | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | LLY | Eli Lilly and Company | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | GS | Goldman Sachs Group | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | DUK | Duke Energy Corp | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | STZ | Constellation Brands Inc | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | CSX | CSX Corp | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | ADM | Archer Daniels Midland | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | AAPL | Apple Inc | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | AMGN | Amgen Inc | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | GOOGL | Alphabet Cl A | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | JPM | JP Morgan Chase & Company | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | PYPL | Paypal Holdings | SELL | $15K–$50K | Apr 15, 2025 | source ↗ | | BMY | Bristol-Myers Squibb Company | SELL | $1K–$15K | Apr 15, 2025 | source ↗ | | AAPL | Apple Inc | SELL | $15K–$50K | Jan 10, 2025 | source ↗ | | MSFT | Microsoft Corp | SELL | $15K–$50K | Jan 10, 2025 | source ↗ | | DEO | Diageo Plc ADR | SELL | $15K–$50K | Jan 10, 2025 | source ↗ | | TXN | Texas Instruments Incorporated - Common Stock | SELL | $15K–$50K | Jan 10, 2025 | source ↗ | | CARR | Carrier Global Corp | SELL | $1K–$15K | Jan 10, 2025 | source ↗ | | TSCO | Tractor Supply Company | SELL | $15K–$50K | Jan 10, 2025 | source ↗ | | TRV | The Travelers Companies, Inc. Common Stock | SELL | $15K–$50K | Oct 29, 2024 | source ↗ | | OC | Owens Corning Inc Common Stock New | SELL | $15K–$50K | Oct 29, 2024 | source ↗ | | MSFT | Microsoft Corporation - Common Stock | SELL | $15K–$50K | Oct 29, 2024 | source ↗ | | MCD | McDonald's Corporation Common Stock | SELL | $15K–$50K | Oct 29, 2024 | source ↗ | | KMB | Kimberly-Clark Corporation Common Stock | SELL | $15K–$50K | Oct 29, 2024 | source ↗ | | JNJ | Johnson & Johnson Common Stock | SELL | $15K–$50K | Oct 29, 2024 | source ↗ | | HON | Honeywell International Inc. - Common Stock | SELL | $15K–$50K | Oct 29, 2024 | source ↗ | | CTVA | Corteva, Inc. Common Stock | SELL | $1K–$15K | Oct 29, 2024 | source ↗ | | AAPL | Apple Inc. - Common Stock | SELL | $15K–$50K | Oct 29, 2024 | source ↗ | | ADBE | Adobe Inc. - Common Stock | SELL | $15K–$50K | Oct 29, 2024 | source ↗ |
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