Transactions
92
Total transactions associated with this filer
Disclosed purchases
56
$6.0K – $90.0K
Average modeled return
+170.6%
23 modeled purchases
Average vs. S&P 500
+70.7%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| MU | F S : New S O : PERSHING LLC Micron Technology, Inc. (MU) | Dec 20, 2023 | Sep 21, 2026 | +1233.6% | +70.5% | +1163.2% |
| PWR | g fedcF IlINg S TATUS : New S UbHOlDINg O F : PROEQUITIES Quanta Services, Inc. (PWR) | May 26, 2021 | Sep 21, 2026 | +584.2% | +98.5% | +485.8% |
| INTC | F S : New S O : CETERA Intel Corporation - Common Stock (INTC) | Apr 3, 2025 | Sep 18, 2026 | +384.2% | +44.3% | +339.9% |
| TWST | g fedcF IlINg S TaTUS : New S UbHOlDINg O F : PROEQUITIES Twist bioscience Corporat ion(TWST) | Mar 2, 2020 | Sep 21, 2026 | +406.2% | +175.0% | +231.2% |
| SU | g fedcF IlINg S TaTUS : New S UbHOlDINg O F : PROEQUITIES Suncor Energy Inc. (SU) | Mar 2, 2020 | Sep 18, 2026 | +223.7% | +88.9% | +134.9% |
| XOM | g fedcF IlINg S TaTUS : New S UbHOlDINg O F : PROEQUITIES Filing ID #20016466 Exxon Mobil Corporation (XOM) | Mar 2, 2020 | Sep 21, 2026 | +291.7% | +175.0% | +116.7% |
| INTC | F S : New S O : PROEQUITIES Intel Corporation (INTC) | Mar 30, 2022 | Sep 21, 2026 | +155.1% | +79.0% | +76.1% |
| NVDA | F S : New S O : CETERA NVIDIA Corporation - Common Stock (NVDA) | Apr 3, 2025 | Sep 18, 2026 | +118.9% | +44.3% | +74.6% |
| KMI | Kinder Morgan, Inc. (KMI) | Mar 30, 2022 | Sep 21, 2026 | +111.4% | +79.0% | +32.4% |
| NVDA | F S : New S O : PERSHING LLC NVIDIA Corporation - Common Stock (NVDA) | Nov 21, 2025 | Sep 18, 2026 | +24.6% | +16.8% | +7.7% |
| AMZN | F S : New S O : CETERA Amazon.com, Inc. - Common Stock (AMZN) | Apr 3, 2025 | Sep 18, 2026 | +42.2% | +44.3% | -2.1% |
| OKE | F S : New S O : PROEQUITIES ONEOK, Inc. (OKE) | Aug 5, 2022 | Sep 21, 2026 | +94.9% | +97.7% | -2.8% |
| — | g fedcF IlINg S TaTUS : New S UbHOlDINg O F : PROEQUITIES Hannon armstrong Sustainable Infrastructure Capital, Inc. (HaSI) | Oct 15, 2019 | Sep 18, 2026 | +79.4% | +88.9% | -9.4% |
| INTC | g fedcF IlINg S TaTUS : New S UbHOlDINg O F : PROEQUITIES Intel Corporation (INTC) | Mar 2, 2020 | Sep 21, 2026 | +137.7% | +175.0% | -37.3% |
| RHHBY | F S : New S O : PROEQUITIES Roche Holdings AG Basel American Depositary Shares (RHHBY) | Nov 14, 2022 | Sep 18, 2026 | +50.9% | +88.9% | -38.0% |
| IBM | F S : New S O : CETERA International Business Machines Corporation Common Stock (IBM) | Apr 3, 2025 | Sep 21, 2026 | -2.2% | +46.4% | -48.6% |
| NOW | F S : New S O : PERSHING LLC ServiceNow, Inc. (NOW) | Dec 20, 2023 | Sep 21, 2026 | -1.0% | +70.5% | -71.5% |
| SRE | DBA Sempra (SRE) | Nov 14, 2022 | Sep 21, 2026 | +17.4% | +106.0% | -88.6% |
| KD | F S : New S O : PERSHING LLC Kyndryl Holdings, Inc. (KD) | Jun 22, 2023 | Sep 21, 2026 | -8.0% | +84.2% | -92.2% |
| T | g fedcF IlINg S TaTUS : New S UbHOlDINg O F : PROEQUITIES aT&T Inc. (T) | Mar 2, 2020 | Sep 21, 2026 | +42.2% | +175.0% | -132.8% |
| T | g fedcF IlINg S TaTUS : New S UbHOlDINg O F : PROEQUITIES aT&T Inc. (T) | Oct 15, 2019 | Sep 21, 2026 | +41.9% | +185.8% | -143.9% |
| CE | g fedcF IlINg S TATUS : New S UbHOlDINg O F : PROEQUITIES Celanese Corporation Celanese Corporation (CE) | May 26, 2021 | Sep 18, 2026 | -70.0% | +88.9% | -158.9% |
| NEO | g fedcF IlINg S TaTUS : New S UbHOlDINg O F : PROEQUITIES Neogenomics, Inc. (NEO) | Mar 2, 2020 | Sep 21, 2026 | -34.5% | +175.0% | -209.5% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 4 · 92 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| GD | General Dynamics Corporation Common Stock (GD) | Jun 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | F S : New S O : CETERA Intel Corporation - Common Stock (INTC) | Jun 10, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AMT | American Tower Corporation (AMT) | May 11, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | F S : Amended S O : PERSHING LLC Intel Corporation - Common Stock (INTC) | May 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PWR | F S : New S O : CETERA Quanta Services, Inc. Common Stock (PWR) | May 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| TMO | F S : New S O : CETERA Thermo Fisher Scientific Inc Common Stock (TMO) | May 7, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MU | Micron Technology, Inc. - Common Stock (MU) | Mar 24, 2026 | Sale | $15.0K – $50.0K | Filing ↗ |
| APO | F S : New S O : PERSHING LLC Apollo Global Management, Inc. (APO) | Nov 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| AWK | F S : New S O : PERSHING LLC American Water Works Company, Inc. Common Stock (AWK) | Nov 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVS | F S : New S O : CETERA 2000152177 CVS Health Corporation Common Stock (CVS) | Nov 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| CVS | F S : New S O : PERSHING LLC CVS Health Corporation Common Stock (CVS) | Nov 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | F S : New S O : PERSHING LLC NVIDIA Corporation - Common Stock (NVDA) | Nov 21, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| BABAF | ALIBABA GROUP HOLDING LTD (BABAF) | Nov 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : PERSHING LLC Microsoft Corporation - Common Stock (MSFT) | Nov 21, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| GOOGL | Alphabet Inc. - Class A Common Stock (GOOGL) | Oct 10, 2025 | Sale | $15.0K – $50.0K | Filing ↗ |
| ABBV | AbbVie Inc. Common Stock (ABBV) | Apr 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| IBM | F S : New S O : CETERA International Business Machines Corporation Common Stock (IBM) | Apr 3, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMZN | F S : New S O : CETERA Amazon.com, Inc. - Common Stock (AMZN) | Apr 3, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| GOOGL | F S : New S O : CETERA Alphabet Inc. - Class A Common Stock (GOOGL) | Apr 3, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| AMT | F S : New S O : CETERA American Tower Corporation (AMT) | Apr 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| NVDA | F S : New S O : CETERA NVIDIA Corporation - Common Stock (NVDA) | Apr 3, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| KMI | Kinder Morgan, Inc. Common Stock (KMI) | Apr 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| NEE | F S : New S O : CETERA NextEra Energy, Inc. Common Stock (NEE) | Apr 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
| INTC | F S : New S O : CETERA Intel Corporation - Common Stock (INTC) | Apr 3, 2025 | Purchase | $1.0K – $15.0K | Filing ↗ |
| NOW | F S : New S O : CETERA ServiceNow, Inc. Common Stock (NOW) | Apr 3, 2025 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10077377 | 35 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.