Market Actions for 2024

Sell transactions in iShares MSCI EAFE ETF $EFA, iShares 7-10 Year Treasury Bond ETF $IEF, iShares Core S&P 500 ETF $IVV, SPDR MidCap Trust Series I $MDY, and iShares 1-3 Year Treasury Bond ETF $SHY.

5Congress Trades

Buy transactions in Wells Fargo & Company $WFC.

Congress Trades

Sell transactions in Clean Energy Fuels $CLNE and Bloom Energy $BE.

Congress TradesIndustrialsElectrical Equipment & Parts

Sell transaction in New Gold $NGD.

NGDCongress TradesBasic MaterialsGold

Buy transaction in Baxter International $BAX.

BAXCongress TradesMedical - Instruments & Supplies

Buy transactions in The Bank of Nova Scotia $BNS, Merck & Company, Inc. Common Stock $MRK, Cigna Corp $CI, Zimmer Biomet Holdings Inc $ZBH, Thermo Fisher Scientific Inc Common Stock $TMO, and 51 more.

56Congress Trades

Sell transactions in Extra Space Storage Inc $EXR, Humana Inc. Common Stock $HUM, PepsiCo, Inc. - Common Stock $PEP, Carter's Inc. $CRI, The Allstate Corporation $ALL, and 8 more.

13Congress TradesHealthcareMedical - Care Facilities

Buy transactions in Aramark Common Stock $ARMK, Core & Main, Inc. Class A Common Stock $CNM, Intel Corp $INTC, Chevron Corporation Common Stock $CVX, GE VERNOVA INC $GEV, and 6 more.

11Congress Trades

Sell transaction in iShares Core S&P 500 ETF $IVV.

IVVCongress TradesAsset Management - Global

Sell transactions in Becton, Dickinson and Company Common Stock $BDX, Bank of America Corporation $BAC, Verizon Communications Inc. Common Stock $VZ, Union Pacific Corporation Common Stock $UNP, T-Mobile US, Inc. $TMUS $TMUS, and 10 more.

15Congress Trades

Buy transactions in Texas Instruments Incorporated - Common Stock $TXN, NVIDIA Corporation $NVDA, Tenet Healthcare Corporation Common Stock $THC, The Southern Co $SO, Novo Nordisk A/S Common Stock $NVO, and 109 more.

114Congress Trades

Sell transaction in iShares Core S&P 500 ETF $IVV.

IVVCongress TradesAsset Management - Global

Sell transactions in MercadoLibre Inc $MELI, Rapid7, Inc. - Common Stock $RPD, Insmed Incorporated $INSM, Blackstone Inc $BX, Monster Beverage Corporation - Common Stock $MNST, and 10 more.

15Congress TradesFinancial ServicesInsurance - Specialty

Buy transactions in Nintendo Co Ltd ADR $NTDOY, Coloplast A/S $CLPBY, UMB Financial Corp $UMBF, Brp Group Inc $BWIN, KKR & CO Inc (2020 Irrev Trust FBO Grandchildren) $KKR, and 9 more.

14Congress TradesHealthcareMedical - Instruments & Supplies

Buy transactions in CSX Corp $CSX, Analog Devices Inc $ADI, Honeywell International Inc $HON, Fortinet, Inc. $FTNT $FTNT, FMC Corporation Common Stock $FMC, and 12 more.

17Congress Trades

Sell transactions in International Business Machines Corporation Common Stock $IBM, Visa Inc. $V, VANGUARD FEDERAL MONEY MARKET FUND $VMFXX, Wells Fargo & Company $WFC Med. Term Note $WFC, JPMORGAN 100% US TREASURY SECURITIES MONEY MARKET FUND $JTSXX, and 28 more.

33Congress Trades

Buy transactions in JPMORGAN 100% US TREASURY SECURITIES MONEY MARKET FUND $JTSXX, JP Morgan Chase & Co. Common Stock $JPM, Meta Platforms, Inc. - Class A Common Stock $META, VANGUARD FEDERAL MONEY MARKET FUND $VMFXX, EAGLE CAPITAL SEL EQUITY ETF $EAGL, and 9 more.

14Congress Trades

Sell transactions in Eaton Corporation, PLC Ordinary Shares $ETN, Haier Smart Home Co Ltd ADR $HSHCY, Salesforce, Inc. Common Stock $CRM, BHP Group Limited American Depositary Shares $BHP, Apple Inc. - Common Stock $AAPL, and 9 more.

14Congress TradesFinancial ServicesBanks - Regional

Sell transactions in Shoals Technologies Group, Inc. - Class A $SHLS, Oracle Corporation Common Stock $ORCL, Advanced Micro Devices, Inc. $AMD, OceanFirst Financial Corp $OCFC, Houlihan Lokey Inc $HLI, and 22 more.

27Congress Trades

Buy transactions in NVIDIA Corporation $NVDA, Norfolk Southern Corporation Common Stock $NSC, Amazon.com, Inc. - Common Stock $AMZN, Microsoft Corporation - Common Stock $MSFT, Meta Platforms, Inc. - Class A Common Stock $META, and 9 more.

14Congress Trades