| Ticker | Asset | Value |
|---|---|---|
| — | Bank of America Checking Account BA | $50k–100k |
| — | Louisiana State Employees Retirement PE | $15k–50k |
| — | LA Merrill Lynch Cash Managed Account #948 ⇒ Bank of America, NA BA | $15k–50k |
| AAPL | - Common Stock ST | $15k–50k |
| MSFT | Corporate Bond Merrill Lynch Investment Account #025 ⇒ Microsoft Corporation - Common Stock ST | $15k–50k |
| GOVT | Merrill Lynch Roth IRA #324 ⇒ iShares U.S. Treasury Bond ETF EF | $15k–50k |
| — | Merrill Lynch Cash Managed Account #948 ⇒ Cash BA | $1k–15k |
| ABT | Merrill Lynch Investment Account #025 ⇒ Abbott Laboratories Common Stock ST | $1k–15k |
| ABBV | Merrill Lynch Investment Account #025 ⇒ AbbVie Inc. Common Stock ST | $1k–15k |
| ACN | Merrill Lynch Investment Account #025 ⇒ Accenture plc Class A Ordinary Shares ST | $1k–15k |
| AA | Merrill Lynch Investment Account #025 ⇒ Alcoa Corporation Common Stock ST | $1k–15k |
| AMZN | Merrill Lynch Investment Account #025 ⇒ Amazon.com, Inc. - Common Stock ST | $1k–15k |
| AFG | Merrill Lynch Investment Account #025 ⇒ American Financial Group, Inc. Common Stock ST | $1k–15k |
| — | Merrill Lynch Investment Account #025 ⇒ Anheuser Busch InBev Fin CS | $1k–15k |
| AJG | Merrill Lynch Investment Account #025 ⇒ Arthur J. Gallagher & Co. Common Stock ST | $1k–15k |
| T | Merrill Lynch Investment Account #025 ⇒ AT&T Inc. ST | $1k–15k |
| — | Merrill Lynch Investment Account #025 ⇒ AT&T Inc. CS | $1k–15k |
| BA | Corporate Bond Merrill Lynch Investment Account #025 ⇒ Boeing Company ST | $1k–15k |
| BMY | Merrill Lynch Investment Account #025 ⇒ Bristol-Myers Squibb Company Common Stock ST | $1k–15k |
| AVGO | Merrill Lynch Investment Account #025 ⇒ Broadcom Inc. - Common Stock ST | $1k–15k |
| BXP | Merrill Lynch Investment Account #025 ⇒ BXP, Inc. Common Stock ST | $1k–15k |
| CF | Merrill Lynch Investment Account #025 ⇒ CF Industries Holdings, Inc. Common Stock ST | $1k–15k |
| CVX | Merrill Lynch Investment Account #025 ⇒ Chevron Corporation Common Stock ST | $1k–15k |
| DOV | Merrill Lynch Investment Account #025 ⇒ Dover Corporation Common Stock ST | $1k–15k |
| DBX | Merrill Lynch Investment Account #025 ⇒ Dropbox, Inc. - Class A Common Stock ST | $1k–15k |
| Ticker | Amount | Traded | Disclosed | ||
|---|---|---|---|---|---|
| sold | BXP | $1k–15k | 2026-02-20 | 2026-03-01 | filing · analyze |
| sold | DINO | $1k–15k | 2026-02-20 | 2026-03-01 | filing · analyze |
| bought | TRV | $1k–15k | 2026-02-20 | 2026-03-01 | filing · analyze |
| sold | EXE | $1k–15k | 2026-02-17 | 2026-03-01 | filing · analyze |
| sold | PEG | $1k–15k | 2026-02-17 | 2026-03-01 | filing · analyze |
| bought | VST | $1k–15k | 2026-02-17 | 2026-03-01 | filing · analyze |
| sold | T | $1k–15k | 2026-02-12 | 2026-03-01 | filing · analyze |
| sold (part) | AVGO | $1k–15k | 2026-02-12 | 2026-03-01 | filing · analyze |
| bought | EXR | $1k–15k | 2026-02-12 | 2026-03-01 | filing · analyze |
| sold | ICLR | $1k–15k | 2026-02-12 | 2026-03-01 | filing · analyze |
| bought | META | $1k–15k | 2026-02-12 | 2026-03-01 | filing · analyze |
| bought | REGN | $1k–15k | 2026-02-12 | 2026-03-01 | filing · analyze |
| sold | TTWO | $1k–15k | 2026-02-12 | 2026-03-01 | filing · analyze |
| sold | HUM | $1k–15k | 2026-02-10 | 2026-03-01 | filing · analyze |
| bought | PEP | $1k–15k | 2026-02-05 | 2026-03-01 | filing · analyze |
| sold | PM | $1k–15k | 2026-02-05 | 2026-03-01 | filing · analyze |
| sold | MMM | $1k–15k | 2026-02-04 | 2026-03-01 | filing · analyze |
| bought | CMI | $1k–15k | 2026-02-04 | 2026-03-01 | filing · analyze |
| sold (part) child | MMM | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| bought | AMD | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| bought | AAPL | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| bought | BA | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| bought | CSCO | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| bought | IBM | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| sold | INTU | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| bought | DRS | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| sold | MKC | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| sold (part) | MSFT | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| bought | PG | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| sold | CRM | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| bought | TSM | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| sold | URI | $1k–15k | 2026-02-02 | 2026-03-01 | filing · analyze |
| sold | Merrill Lynch Investment Account #025 US Treasury Note 10/31/2026 GS | $1k–15k | 2025-12-17 | 2026-01-01 | filing |
| bought | Merrill Lynch Investment Account #025 US Treasury Note 8/15/2034 GS | $1k–15k | 2025-12-17 | 2026-01-01 | filing |
| sold | PINS | $1k–15k | 2025-12-16 | 2026-01-01 | filing · analyze |
| sold | CRM | $1k–15k | 2025-12-16 | 2026-01-01 | filing · analyze |
| bought | URI | $1k–15k | 2025-12-16 | 2026-01-01 | filing · analyze |
| sold | ABT | $1k–15k | 2025-12-08 | 2026-01-01 | filing · analyze |
| sold | ABBV | $1k–15k | 2025-12-08 | 2026-01-01 | filing · analyze |
| bought | AZN | $1k–15k | 2025-12-08 | 2026-01-01 | filing · analyze |
| bought | DVN | $1k–15k | 2025-12-08 | 2026-01-01 | filing · analyze |
| bought | ICON | $1k–15k | 2025-12-08 | 2026-01-01 | filing · analyze |
| sold | MTD | $1k–15k | 2025-12-08 | 2026-01-01 | filing · analyze |
| sold | WBD | $1k–15k | 2025-12-08 | 2026-01-01 | filing · analyze |
| bought | WAT | $1k–15k | 2025-12-08 | 2026-01-01 | filing · analyze |
| sold (part) | STT | $1k–15k | 2025-11-21 | 2025-12-01 | filing · analyze |
| sold | CMG | $1k–15k | 2025-11-03 | 2025-12-01 | filing · analyze |
| bought | KO | $1k–15k | 2025-11-03 | 2025-12-01 | filing · analyze |
| sold | EXR | $1k–15k | 2025-11-03 | 2025-12-01 | filing · analyze |
| bought | SF | $1k–15k | 2025-11-03 | 2025-12-01 | filing · analyze |
| bought | DIS | $1k–15k | 2025-11-03 | 2025-12-01 | filing · analyze |
| bought | Merrill Lynch Investment Account #025 US Treasury Note 3/31/2025 GS | $1k–15k | 2025-10-25 | 2025-08-11 | filing |
| bought | UHS | $1k–15k | 2025-10-23 | 2025-08-11 | filing · analyze |
| sold (part) | AMZN | $1k–15k | 2025-10-22 | 2025-11-01 | filing · analyze |
| bought | IBM | $1k–15k | 2025-10-22 | 2025-11-01 | filing · analyze |
| bought | RELX | $1k–15k | 2025-10-22 | 2025-11-01 | filing · analyze |
| sold | RBLX | $1k–15k | 2025-10-22 | 2025-11-01 | filing · analyze |
| sold | ADBE | $1k–15k | 2025-10-16 | 2025-11-01 | filing · analyze |
| sold (part) | AVGO | $1k–15k | 2025-10-16 | 2025-11-01 | filing · analyze |
| bought | PG | $1k–15k | 2025-10-16 | 2025-11-01 | filing · analyze |
| bought | RBLX | $1k–15k | 2025-10-16 | 2025-11-01 | filing · analyze |
| sold | SYK | $1k–15k | 2025-10-16 | 2025-11-01 | filing · analyze |
| sold | JCI | $1k–15k | 2025-10-02 | 2025-11-01 | filing · analyze |
| bought | AMZN | $1k–15k | 2025-10-01 | 2025-11-01 | filing · analyze |
| bought | INTU | $1k–15k | 2025-10-01 | 2025-11-01 | filing · analyze |
| sold | KVUE | $1k–15k | 2025-10-01 | 2025-11-01 | filing · analyze |
| sold (part) | MU | $1k–15k | 2025-10-01 | 2025-11-01 | filing · analyze |
| sold | TW | $1k–15k | 2025-10-01 | 2025-11-01 | filing · analyze |
| sold | DE | $1k–15k | 2025-09-22 | 2025-10-01 | filing · analyze |
| bought | DY | $1k–15k | 2025-09-22 | 2025-10-01 | filing · analyze |
| bought | GTES | $1k–15k | 2025-09-22 | 2025-10-01 | filing · analyze |
| bought | INTC | $1k–15k | 2025-09-22 | 2025-10-01 | filing · analyze |
| bought | DLTR | $1k–15k | 2025-09-17 | 2025-10-01 | filing · analyze |
| sold (part) | MU | $1k–15k | 2025-09-17 | 2025-10-01 | filing · analyze |
| sold | ACI | $1k–15k | 2025-08-26 | 2025-09-01 | filing · analyze |
| bought | AIZ | $1k–15k | 2025-08-26 | 2025-09-01 | filing · analyze |
| bought | CMG | $1k–15k | 2025-08-26 | 2025-09-01 | filing · analyze |
| sold | CNC | $1k–15k | 2025-08-08 | 2025-09-01 | filing · analyze |
| sold | CF | $1k–15k | 2025-08-08 | 2025-09-01 | filing · analyze |
| sold | GLOB | $1k–15k | 2025-08-08 | 2025-09-01 | filing · analyze |
| sold (part) | DINO | $1k–15k | 2025-08-08 | 2025-09-01 | filing · analyze |
| bought | HUM | $1k–15k | 2025-08-08 | 2025-09-01 | filing · analyze |
| bought | LOW | $1k–15k | 2025-08-08 | 2025-09-01 | filing · analyze |
| sold | AJG | $1k–15k | 2025-07-29 | 2025-08-11 | filing · analyze |
| bought | TTWO | $1k–15k | 2025-07-29 | 2025-08-11 | filing · analyze |
| sold | TPR | $1k–15k | 2025-07-29 | 2025-08-11 | filing · analyze |
| bought | TW | $1k–15k | 2025-07-29 | 2025-08-11 | filing · analyze |
| sold (part) | AIG | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| sold (part) | BA | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| sold (part) | EXE | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| bought | GLOB | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| sold (part) | JCI | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| bought | MTD | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| bought | CRM | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| bought | TMO | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| sold (part) | WBD | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| bought | WSM | $1k–15k | 2025-07-25 | 2025-08-11 | filing · analyze |
| sold | ACN | $1k–15k | 2025-07-24 | 2025-08-11 | filing · analyze |
| sold | GS | $1k–15k | 2025-07-24 | 2025-08-11 | filing · analyze |
| sold | DGX | $1k–15k | 2025-07-24 | 2025-08-11 | filing · analyze |