Congressional stock trades · Member
Julia Letlow
Representative · LA-5 · Republican
257 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 6 annual reports are below.
Current committees: House Committee on Appropriations; House Committee on Education and Workforce.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2026-03-12 | 2026-02-20 | 20 | Member | DINOHF Sinclair Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-20 | 20 | Member | TRVThe Travelers Companies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-20 | 20 | Member | BXPBXP, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-17 | 23 | Member | EXEExpand Energy Corporation - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-17 | 23 | Member | PEGPublic Service Enterprise Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-17 | 23 | Member | VSTVistra Corp. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-12 | 28 | Member | REGNRegeneron Pharmaceuticals, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-12 | 28 | Member | TTWOTake-Two Interactive Software, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-12 | 28 | Member | ICLRICON plc - Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-12 | 28 | Member | TAT&T Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-12 | 28 | Member | EXRExtra Space Storage Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-12 | 28 | Member | AVGOBroadcom Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-12 | 28 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-12 | 28 | Member | ICEIntercontinental Exchange Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-10 | 30 | Member | HUMHumana Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-05 | 35 | Member | PMPhilip Morris International Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-05 | 35 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-04 | 36 | Member | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-04 | 36 | Member | MMM3M Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | URIUnited Rentals, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | DRSLeonardo DRS, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | CRMSalesforce, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | INTUIntuit Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | CSCOCisco Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | MMM3M Company Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | MKCMcCormick & Company, Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-03-12 | 2026-02-02 | 38 | Member | BABoeing Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-17 | 27 | Member | US Treasury Note 10/31/2026 | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-17 | 27 | Member | US Treasury Note 8/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-16 | 28 | Member | PINSPinterest, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-16 | 28 | Member | URIUnited Rentals, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-16 | 28 | Member | CRMSalesforce, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-08 | 36 | Member | DVNDevon Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-08 | 36 | Member | WATWaters Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-08 | 36 | Member | MTDMettler-Toledo International, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-08 | 36 | Member | WBDWarner Bros. Discovery, Inc. - Series A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-08 | 36 | Member | ABBVAbbVie Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-08 | 36 | Member | ABTAbbott Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-08 | 36 | Member | AZNAstraZeneca PLC - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-12-08 | 36 | Member | ICONIcon Energy Corp. - Common stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-11-21 | 53 ·>45 | Member | STTState Street Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-11-03 | 71 ·>45 | Member | KOCoca-Cola Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-11-03 | 71 ·>45 | Member | SFStifel Financial Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-11-03 | 71 ·>45 | Member | EXRExtra Space Storage Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-11-03 | 71 ·>45 | Member | DISWalt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-11-03 | 71 ·>45 | Member | CMGChipotle Mexican Grill, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-25 | 80 ·>45 | Member | US Treasury Note 3/31/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-23 | 82 ·>45 | Member | UHSUniversal Health Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-22 | 83 ·>45 | Member | IBMInternational Business Machines Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-22 | 83 ·>45 | Member | AMZNAmazon.com, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-22 | 83 ·>45 | Member | RELXRELX PLC PLC American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-22 | 83 ·>45 | Member | RBLXRoblox Corporation Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-16 | 89 ·>45 | Member | RBLXRoblox Corporation Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-16 | 89 ·>45 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-16 | 89 ·>45 | Member | ADBEAdobe Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-16 | 89 ·>45 | Member | AVGOBroadcom Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-16 | 89 ·>45 | Member | SYKStryker Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-02 | 103 ·>45 | Member | JCIJohnson Controls International plc Ordinary Share | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-01 | 104 ·>45 | Member | TWTradeweb Markets Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-01 | 104 ·>45 | Member | INTUIntuit Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-01 | 104 ·>45 | Member | KVUEKenvue Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-01 | 104 ·>45 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-10-01 | 104 ·>45 | Member | MUMicron Technology, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-09-22 | 113 ·>45 | Member | DYDycom Industries, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-09-22 | 113 ·>45 | Member | DEDeere & Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-09-22 | 113 ·>45 | Member | INTCIntel Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-09-22 | 113 ·>45 | Member | GTESGates Industrial Corporation plc Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-09-17 | 118 ·>45 | Member | MUMicron Technology, Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-09-17 | 118 ·>45 | Member | DLTRDollar Tree, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-26 | 140 ·>45 | Member | ACIAlbertsons Companies, Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-26 | 140 ·>45 | Member | CMGChipotle Mexican Grill, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-26 | 140 ·>45 | Member | AIZAssurant, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-08 | 158 ·>45 | Member | GLOBGlobant S.A. Common Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-08 | 158 ·>45 | Member | HUMHumana Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-08 | 158 ·>45 | Member | CNCCentene Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-08 | 158 ·>45 | Member | CFCF Industries Holdings, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-08 | 158 ·>45 | Member | LOWLowe's Companies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-08-08 | 158 ·>45 | Member | DINOHF Sinclair Corporation Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-29 | 168 ·>45 | Member | TPRTapestry, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-29 | 168 ·>45 | Member | AJGArthur J. Gallagher & Co. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-29 | 168 ·>45 | Member | TWTradeweb Markets Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-29 | 168 ·>45 | Member | TTWOTake-Two Interactive Software, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | CRMSalesforce, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | WBDWarner Bros. Discovery, Inc. - Series A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | BABoeing Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | AIGAmerican International Group, Inc. New Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | MTDMettler-Toledo International, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | GLOBGlobant S.A. Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | WSMWilliams-Sonoma, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | JCIJohnson Controls International plc Ordinary Share | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | EXEExpand Energy Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-25 | 172 ·>45 | Member | TMOThermo Fisher Scientific Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-24 | 173 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-24 | 173 ·>45 | Member | GSGoldman Sachs Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-24 | 173 ·>45 | Member | DGXQuest Diagnostics Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-24 | 173 ·>45 | Member | WDAYWorkday, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-24 | 173 ·>45 | Member | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-24 | 173 ·>45 | Member | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-02 | 195 ·>45 | Member | BNYThe Bank of New York Mellon Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-02 | 195 ·>45 | Member | TAT&T Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-02 | 195 ·>45 | Member | GOOGLAlphabet Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-02 | 195 ·>45 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-07-02 | 195 ·>45 | Member | SYFSynchrony Financial Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-06-26 | 201 ·>45 | Member | US Treasury Note 5/31/2026 | Purchase | $15,001 - $50,000 | Clerk → |
| 2026-01-13 | 2025-06-17 | 210 ·>45 | Member | WDAYWorkday, Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-06-17 | 210 ·>45 | Member | AMDAdvanced Micro Devices, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-06-17 | 210 ·>45 | Member | CSCOCisco Systems, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-06-17 | 210 ·>45 | Member | PFEPfizer, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-05-27 | 231 ·>45 | Member | UNHUnitedHealth Group Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-05-27 | 231 ·>45 | Member | STTState Street Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-05-08 | 250 ·>45 | Member | LVSLas Vegas Sands Corp. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-05-08 | 250 ·>45 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-05-01 | 257 ·>45 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-28 | 260 ·>45 | Member | ABBVAbbVie Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-28 | 260 ·>45 | Member | DGXQuest Diagnostics Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-28 | 260 ·>45 | Member | DHRDanaher Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-28 | 260 ·>45 | Member | BMYBristol-Myers Squibb Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-28 | 260 ·>45 | Member | TMOThermo Fisher Scientific Inc Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-22 | 266 ·>45 | Member | CIThe Cigna Group Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-22 | 266 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-22 | 266 ·>45 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-22 | 266 ·>45 | Member | DBXDropbox, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-14 | 274 ·>45 | Member | MUMicron Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-14 | 274 ·>45 | Member | CNCCentene Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-14 | 274 ·>45 | Member | TTWOTake-Two Interactive Software, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-11 | 277 ·>45 | Member | CCitigroup, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-04-11 | 277 ·>45 | Member | DOVDover Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-03-19 | 300 ·>45 | Member | JCIJohnson Controls International plc Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-03-13 | 306 ·>45 | Member | HPEHewlett Packard Enterprise Company Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-02-28 | 319 ·>45 | Member | GLOBGlobant S.A. Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-02-24 | 323 ·>45 | Member | AIGAmerican International Group, Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-02-24 | 323 ·>45 | Member | AFGAmerican Financial Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-02-24 | 323 ·>45 | Member | SLBSchlumberger N.V. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-02-07 | 340 ·>45 | Member | EXRExtra Space Storage Inc Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-02-07 | 340 ·>45 | Member | CRMSalesforce, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-02-07 | 340 ·>45 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-31 | 347 ·>45 | Member | MSFTMicrosoft Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-31 | 347 ·>45 | Member | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-31 | 347 ·>45 | Member | DEDeere & Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-31 | 347 ·>45 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-31 | 347 ·>45 | Member | CCitigroup, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-31 | 347 ·>45 | Member | IRIngersoll Rand Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-31 | 347 ·>45 | Member | NVDANVIDIA Corporation - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-24 | 354 ·>45 | Member | TSMTaiwan Semiconductor Manufacturing Company Ltd. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-24 | 354 ·>45 | Member | ADBEAdobe Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-24 | 354 ·>45 | Member | UHSUniversal Health Services, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-24 | 354 ·>45 | Member | ABBVAbbVie Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-24 | 354 ·>45 | Member | HPEHewlett Packard Enterprise Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-24 | 354 ·>45 | Member | ACIAlbertsons Companies, Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-24 | 354 ·>45 | Member | PVHPVH Corp. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-17 | 361 ·>45 | Member | MMM3M Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-15 | 363 ·>45 | Member | NEENextEra Energy, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2025-01-15 | 363 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-18 | 391 ·>45 | Member | MUMicron Technology, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-18 | 391 ·>45 | Member | MCKMcKesson Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-18 | 391 ·>45 | Member | AAPLApple Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-18 | 391 ·>45 | Member | AVGOBroadcom Inc. - Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-18 | 391 ·>45 | Member | MTDMettler-Toledo International, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-11 | 398 ·>45 | Member | CVS Health Corp | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-06 | 403 ·>45 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-06 | 403 ·>45 | Member | CRMSalesforce, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-12-06 | 403 ·>45 | Member | Aspen Technology, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-26 | 413 ·>45 | Member | TPRTapestry, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-19 | 420 ·>45 | Member | AFGAmerican Financial Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-19 | 420 ·>45 | Member | KHCThe Kraft Heinz Company - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-19 | 420 ·>45 | Member | AMGNAmgen Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-19 | 420 ·>45 | Member | WDAYWorkday, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-19 | 420 ·>45 | Member | WATWaters Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-05 | 434 ·>45 | Member | US Treasury Note 10/31/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-05 | 434 ·>45 | Member | US Treasury Note 4/30/2025 | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-01 | 438 ·>45 | Member | WBDWarner Bros. Discovery, Inc. - Series A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-11-01 | 438 ·>45 | Member | NEENextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 4/30/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | CVS Health Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 8/15/2031 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 5/15/2050 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 10/31/2026 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | The Walt Disney Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 4/30/2025 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 11/15/2032 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 8/15/2034 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | Walmart Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | Visa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 8/15/2028 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Note 1/31/2029 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | Pepsico Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Bond 8/15/2041 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | JPMorgan Chase & Co | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | Anheuser Busch InBev Fin | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | Microsoft Corp | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | AT&T Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-25 | 445 ·>45 | Member | US Treasury Bond 8/15/2048 | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-23 | 447 ·>45 | Member | MKCMcCormick & Company, Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2026-01-13 | 2024-10-23 | 447 ·>45 | Member | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2022 report.
81 assets with a value on the amended report filed 2026-01-13. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of America Checking Account | Other | Member | $50,001 - $100,000 |
| Louisiana State Employees Retirement | Bond | Member | $15,001 - $50,000 |
| Blackrock Age 2 to 4 Years A | Fund | Member | $1,001 - $15,000 |
| Blackrock Global Allocation PRT A | Fund | Member | $1,001 - $15,000 |
| Frnk Temp Mutual Shares | Fund | Member | $1,001 - $15,000 |
| Ishares Core Mod Allocation A | Fund | Member | $1,001 - $15,000 |
| Nextgen Savings Port A | Fund | Member | $1,001 - $15,000 |
| Bank of America, NA | Other | Member | $15,001 - $50,000 |
| Cash Sweep | Other | Member | $1,001 - $15,000 |
| Bank of America, NA | Other | Member | $1,001 - $15,000 |
| BlackRock Eq Dividend I | Fund | Member | $1,001 - $15,000 |
| DoubleLine Total Return Bond Fund Class I | Fund | Member | $15,001 - $50,000 |
| Edgewood Growth Fund Insti | Fund | Member | $1,001 - $15,000 |
| iShares Broad USD High Yield Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Fund | Member | $15,001 - $50,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $15,001 - $50,000 |
| iShares U.S. Treasury Bond ETF | Fund | Member | $15,001 - $50,000 |
| MFS Value Fund - Class I | Fund | Member | $1,001 - $15,000 |
| PIMCO International Bond Fund | Fund | Member | $15,001 - $50,000 |
| PIMCO Investment Grade Credit Bond Fund Class I-2 | Fund | Member | $15,001 - $50,000 |
| Schwab U.S. Small-Cap ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard Mortgage-Backed Securities ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Russell 1000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| Bank of America, NA | Other | Member | $15,001 - $50,000 |
| Bank of America, NA RASP | Other | Member | $1,001 - $15,000 |
| BlackRock Eq Dividend I | Fund | Member | $1,001 - $15,000 |
| DoubleLine Total Return Bond Fund Class I | Fund | Member | $1,001 - $15,000 |
| Edgewood Growth Fund Insti | Fund | Member | $1,001 - $15,000 |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $1,001 - $15,000 |
| iShares U.S. Treasury Bond ETF | Fund | Member | $1,001 - $15,000 |
| Macquarie Small Cap Core Fund Institutional | Fund | Member | $1,001 - $15,000 |
| MFS Value Fund - Class I | Fund | Member | $1,001 - $15,000 |
| Oakmark International Fund Institutional Class | Fund | Member | $1,001 - $15,000 |
| PIMCO Investment Grade Credit Bond Fund Class I-2 | Fund | Member | $1,001 - $15,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Mortgage-Backed Securities ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Russell 1000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Total International Bond ETF | Fund | Member | $1,001 - $15,000 |
| Bank of America, NA RASP | Other | Member | $1,001 - $15,000 |
| BlackRock Eq Dividend I | Fund | Member | $1,001 - $15,000 |
| DoubleLine Total Return Bond Fund Class I | Fund | Member | $1,001 - $15,000 |
| Edgewood Growth Fund Insti | Fund | Member | $1,001 - $15,000 |
| Goldman Sachs GQG Partners International Opportunities Fund Institutional Shares | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI EAFE ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $1,001 - $15,000 |
| iShares U.S. Treasury Bond ETF | Fund | Member | $1,001 - $15,000 |
| Macquarie Small Cap Core Fund Institutional | Fund | Member | $1,001 - $15,000 |
| MFS Value Fund - Class I | Fund | Member | $1,001 - $15,000 |
| Oakmark International Fund Institutional Class | Fund | Member | $1,001 - $15,000 |
| PIMCO Investment Grade Credit Bond Fund Class I-2 | Fund | Member | $1,001 - $15,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Mortgage-Backed Securities ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Russell 1000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Total International Bond ETF | Fund | Member | $1,001 - $15,000 |
| BlackRock Eq Dividend I | Fund | Member | $1,001 - $15,000 |
| DoubleLine Total Return Bond Fund Class I | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $1,001 - $15,000 |
| iShares U.S. Treasury Bond ETF | Fund | Member | $1,001 - $15,000 |
| MFS Value Fund - Class I | Fund | Member | $1,001 - $15,000 |
| PIMCO Investment Grade Credit Bond Fund Class I-2 | Fund | Member | $1,001 - $15,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
| BlackRock Eq Dividend I | Fund | Member | $1,001 - $15,000 |
| DoubleLine Total Return Bond Fund Class I | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Growth ETF | Fund | Member | $1,001 - $15,000 |
| iShares Russell 1000 Value ETF | Fund | Member | $1,001 - $15,000 |
| iShares U.S. Treasury Bond ETF | Fund | Member | $1,001 - $15,000 |
| MFS Value Fund - Class I | Fund | Member | $1,001 - $15,000 |
| PIMCO Investment Grade Credit Bond Fund Class I-2 | Fund | Member | $1,001 - $15,000 |
| Vanguard Intermediate-Term Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.