Your Portfolio / Find a strategy / Follow the leaders
Donald Trump
Disclosed buys
Up to 20 supported disclosed purchases filed in the preceding 180 days.
Alpaca paper or live · Robinhood live (Agentic account). Choose the account and review when to start in the standard strategy setup.
Model holdings
Refreshed Sep 21, 2026 ET| Holding | Weight |
|---|---|
| ABTFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| ACNFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| AMTFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| BKNGFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| BROFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| CAGFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| CEGFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| CMGFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| COINFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| CPNGFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| CRDOFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| CRMFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| CRWVFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| DELLFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| HDFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| HPQFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| IBMFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| ISRGFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| JPMFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| KKRFiled 2026-08-22 · traded 2026-06-24 | 4.9% |
| Cash | 2.0% |
Latest filing: 2026-08-22.
Model adjustments and exclusions (1107)
- A: unsupported symbol
- AAP: unsupported symbol
- AAPL: latest transaction is sale
- AAT: latest transaction is sale
- ABBV: 20 holding limit
- ABG: unsupported symbol
- ABNB: latest transaction is sale
- ABR: latest transaction is sale
- ACA: latest transaction is sale
- ACGL: latest transaction is sale
- ACHR: latest transaction is sale
- ACI: unsupported symbol
- ACIW: latest transaction is sale
- ACLS: latest transaction is sale
- ACM: unsupported symbol
- ACMR: unsupported symbol
- ADBE: latest transaction is sale
- ADEA: latest transaction is sale
- ADI: 20 holding limit
- ADM: latest transaction is sale
- ADMA: unsupported symbol
- ADP: latest transaction is sale
- ADSK: latest transaction is sale
- ADT: latest transaction is sale
- ADUS: latest transaction is sale
- AEE: unsupported symbol
- AEIS: latest transaction is sale
- AEP: unsupported symbol
- AFL: unsupported symbol
- AGNT: unsupported symbol
- AGO: latest transaction is sale
- AGX: unsupported symbol
- AGYS: unsupported symbol
- AHRT: latest transaction is sale
- AIG: latest transaction is sale
- AIR: latest transaction is sale
- AJG: latest transaction is sale
- AKAM: latest transaction is sale
- ALAB: latest transaction is sale
- ALB: latest transaction is sale
- ALG: latest transaction is sale
- ALGN: unsupported symbol
- ALHC: unsupported symbol
- ALK: latest transaction is sale
- ALKS: unsupported symbol
- ALL: unsupported symbol
- ALNY: latest transaction is sale
- ALRM: latest transaction is sale
- AMAT: 20 holding limit
- AMB: latest transaction is sale
- AMCR: unsupported symbol
- AMD: latest transaction is sale
- AME: unsupported symbol
- AMGN: 20 holding limit
- AMH: latest transaction is sale
- AMKR: latest transaction is sale
- AMN: unsupported symbol
- AMP: latest transaction is sale
- AMPH: latest transaction is sale
- AMR: latest transaction is sale
- AMRX: latest transaction is sale
- AMSF: latest transaction is sale
- AMTM: latest transaction is sale
- AMWD: latest transaction is sale
- AMZN: latest transaction is sale
- ANET: latest transaction is sale
- ANGI: latest transaction is sale
- AON: latest transaction is sale
- AORT: latest transaction is sale
- APAM: latest transaction is sale
- APD: unsupported symbol
- APG: latest transaction is sale
- APH: 20 holding limit
- APLE: latest transaction is sale
- APLS: latest transaction is sale
- APO: unsupported symbol
- APOG: unsupported symbol
- APP: latest transaction is sale
- APTV: unsupported symbol
- ARCC: unsupported symbol
- ARE: latest transaction is sale
- ARES: unsupported symbol
- ARLO: latest transaction is sale
- AROC: latest transaction is sale
- ARR: latest transaction is sale
- ARWR: latest transaction is sale
- ASGN: unsupported symbol
- ASTH: unsupported symbol
- ASTS: latest transaction is sale
- ATEN: unsupported symbol
- ATMU: unsupported symbol
- ATO: latest transaction is sale
- ATR: unsupported symbol
- AUR: latest transaction is sale
- AVA: latest transaction is sale
- AVB: latest transaction is sale
- AVGO: latest transaction is sale
- AVNS: latest transaction is sale
- AVTR: 20 holding limit
- AVY: latest transaction is sale
- AWI: latest transaction is sale
- AWK: unsupported symbol
- AWR: latest transaction is sale
- AXON: unsupported symbol
- AXP: 20 holding limit
- AYI: latest transaction is sale
- AZO: latest transaction is sale
- AZTA: unsupported symbol
- BA: 20 holding limit
- BAC: 20 holding limit
- BAH: latest transaction is sale
- BALL: latest transaction is sale
- BANC: latest transaction is sale
- BANF: latest transaction is sale
- BANR: latest transaction is sale
- BAX: 20 holding limit
- BBIO: 20 holding limit
- BBT: unsupported symbol
- BBWI: unsupported symbol
- BBY: unsupported symbol
- BCC: latest transaction is sale
- BCPC: latest transaction is sale
- BDX: unsupported symbol
- BE: latest transaction is sale
- BEN: unsupported symbol
- BF.A: latest transaction is sale
- BF.B: latest transaction is sale
- BFAM: latest transaction is sale
- BFH: latest transaction is sale
- BG: latest transaction is sale
- BGC: unsupported symbol
- BIIB: latest transaction is sale
- BJ: unsupported symbol
- BJRI: unsupported symbol
- BK: unsupported symbol
- BKR: latest transaction is sale
- BL: unsupported symbol
- BLDR: latest transaction is sale
- BLFS: latest transaction is sale
- BLK: latest transaction is sale
- BLMN: latest transaction is sale
- BMI: latest transaction is sale
- BMY: latest transaction is sale
- BNY: unsupported symbol
- BOH: latest transaction is sale
- BOOT: latest transaction is sale
- BOX: latest transaction is sale
- BR: latest transaction is sale
- BRC: latest transaction is sale
- BRK.B: latest transaction is sale
- BSX: latest transaction is sale
- BSY: latest transaction is sale
- BTSG: unsupported symbol
- BX: latest transaction is sale
- BXMT: latest transaction is sale
- BXP: latest transaction is sale
- BXSL: unsupported symbol
- C: 20 holding limit
- CABO: latest transaction is sale
- CAH: unsupported symbol
- CAKE: latest transaction is sale
- CALM: latest transaction is sale
- CALX: latest transaction is sale
- CALY: latest transaction is sale
- CARG: latest transaction is sale
- CARR: latest transaction is sale
- CARS: latest transaction is sale
- CART: latest transaction is sale
- CASH: unsupported symbol
- CASY: unsupported symbol
- CAT: 20 holding limit
- CB: latest transaction is sale
- CBOE: unsupported symbol
- CBRE: latest transaction is sale
- CBRS: unsupported symbol
- CBSH: unsupported symbol
- CBU: latest transaction is sale
- CCC: latest transaction is sale
- CCI: latest transaction is sale
- CCL: 20 holding limit
- CCOI: latest transaction is sale
- CCS: latest transaction is sale
- CDE: latest transaction is sale
- CDNS: 20 holding limit
- CDW: unsupported symbol
- CE: latest transaction is sale
- CERT: latest transaction is sale
- CFG: unsupported symbol
- CG: latest transaction is sale
- CHCO: latest transaction is sale
- CHD: unsupported symbol
- CHDN: latest transaction is sale
- CHE: unsupported symbol
- CHEF: unsupported symbol
- CHRW: latest transaction is sale
- CHTR: unsupported symbol
- CHWY: latest transaction is sale
- CI: latest transaction is sale
- CIEN: latest transaction is sale
- CINF: unsupported symbol
- CL: latest transaction is sale
- CLB: latest transaction is sale
- CLSK: latest transaction is sale
- CLX: latest transaction is sale
- CMCSA: latest transaction is sale
- CME: latest transaction is sale
- CMI: latest transaction is sale
- CMS: unsupported symbol
- CNC: 20 holding limit
- CNH: latest transaction is sale
- CNK: latest transaction is sale
- CNMD: unsupported symbol
- CNP: unsupported symbol
- CNR: latest transaction is sale
- CNXN: latest transaction is sale
- COCO: unsupported symbol
- COF: latest transaction is sale
- COHR: latest transaction is sale
- COHU: latest transaction is sale
- COLL: latest transaction is sale
- COO: latest transaction is sale
- COP: latest transaction is sale
- COR: unsupported symbol
- CORT: unsupported symbol
- COST: latest transaction is sale
- CPAY: unsupported symbol
- CPB: unsupported symbol
- CPK: latest transaction is sale
- CPRT: latest transaction is sale
- CPRX: unsupported symbol
- CRBG: unsupported symbol
- CRC: latest transaction is sale
- CRGY: latest transaction is sale
- CRH: unsupported symbol
- CRL: unsupported symbol
- CRS: 20 holding limit
- CRVL: unsupported symbol
- CRWD: 20 holding limit
- CSCO: latest transaction is sale
- CSGP: latest transaction is sale
- CSGS: latest transaction is sale
- CSL: latest transaction is sale
- CSWI: latest transaction is sale
- CSX: 20 holding limit
- CTAS: latest transaction is sale
- CTKB: latest transaction is sale
- CTRE: latest transaction is sale
- CTSH: latest transaction is sale
- CTVA: latest transaction is sale
- CURB: latest transaction is sale
- CVBF: latest transaction is sale
- CVCO: latest transaction is sale
- CVLT: latest transaction is sale
- CVNA: latest transaction is sale
- CVS: 20 holding limit
- CVSA: unsupported symbol
- CVX: 20 holding limit
- CW: unsupported symbol
- CWST: unsupported symbol
- CWT: unsupported symbol
- CXM: latest transaction is sale
- CXW: latest transaction is sale
- CYBR: unsupported symbol
- D: unsupported symbol
- DAL: 20 holding limit
- DASH: unsupported symbol
- DAVE: unsupported symbol
- DAY: latest transaction is sale
- DBD: unsupported symbol
- DCH: latest transaction is sale
- DD: unsupported symbol
- DDOG: 20 holding limit
- DE: 20 holding limit
- DEA: latest transaction is sale
- DECK: latest transaction is sale
- DEI: latest transaction is sale
- DFH: latest transaction is sale
- DFIN: latest transaction is sale
- DG: unsupported symbol
- DGX: latest transaction is sale
- DHI: unsupported symbol
- DHR: 20 holding limit
- DIOD: unsupported symbol
- DIS: 20 holding limit
- DKNG: latest transaction is sale
- DKS: latest transaction is sale
- DLR: unsupported symbol
- DLTR: latest transaction is sale
- DLX: latest transaction is sale
- DMC: unsupported symbol
- DNOW: unsupported symbol
- DOCS: latest transaction is sale
- DOCU: latest transaction is sale
- DORM: latest transaction is sale
- DOW: latest transaction is sale
- DOX: latest transaction is sale
- DPZ: latest transaction is sale
- DRI: unsupported symbol
- DT: unsupported symbol
- DTE: unsupported symbol
- DUK: 20 holding limit
- DUOL: latest transaction is sale
- DV: latest transaction is sale
- DVA: unsupported symbol
- DVN: latest transaction is sale
- DXC: latest transaction is sale
- DXCM: unsupported symbol
- DXPE: latest transaction is sale
- EA: latest transaction is sale
- EAT: latest transaction is sale
- EBAY: unsupported symbol
- EBC: unsupported symbol
- ECG: unsupported symbol
- ECL: unsupported symbol
- ED: latest transaction is sale
- EFC: latest transaction is sale
- EFOR: unsupported symbol
- EFX: latest transaction is sale
- EG: latest transaction is sale
- EIG: latest transaction is sale
- EIX: unsupported symbol
- EL: latest transaction is sale
- ELF: unsupported symbol
- ELME: latest transaction is sale
- ELV: latest transaction is sale
- EMBC: latest transaction is sale
- EME: latest transaction is sale
- EMN: unsupported symbol
- EMR: unsupported symbol
- ENOV: latest transaction is sale
- ENPH: 20 holding limit
- ENR: unsupported symbol
- ENTG: unsupported symbol
- ENVA: latest transaction is sale
- EOG: latest transaction is sale
- EPAC: latest transaction is sale
- EPAM: latest transaction is sale
- EPC: latest transaction is sale
- EPRT: latest transaction is sale
- EQH: unsupported symbol
- EQIX: unsupported symbol
- EQR: unsupported symbol
- EQT: latest transaction is sale
- ERIE: latest transaction is sale
- ES: unsupported symbol
- ESAB: unsupported symbol
- ESE: unsupported symbol
- ESI: unsupported symbol
- ESNT: latest transaction is sale
- ESS: unsupported symbol
- ESTC: latest transaction is sale
- ETD: unsupported symbol
- ETN: 20 holding limit
- ETR: latest transaction is sale
- ETSY: unsupported symbol
- EVRG: unsupported symbol
- EVTC: latest transaction is sale
- EW: 20 holding limit
- EXAS: unsupported symbol
- EXC: 20 holding limit
- EXE: latest transaction is sale
- EXLS: latest transaction is sale
- EXPD: unsupported symbol
- EXPE: latest transaction is sale
- EXR: unsupported symbol
- EXTR: unsupported symbol
- EYE: latest transaction is sale
- F: 20 holding limit
- FANG: latest transaction is sale
- FAST: latest transaction is sale
- FBP: latest transaction is sale
- FBRT: latest transaction is sale
- FCPT: latest transaction is sale
- FCX: 20 holding limit
- FDS: unsupported symbol
- FDX: unsupported symbol
- FE: unsupported symbol
- FELE: latest transaction is sale
- FERG: latest transaction is sale
- FFIN: unsupported symbol
- FFIV: unsupported symbol
- FG: unsupported symbol
- FICO: latest transaction is sale
- FIG: 20 holding limit
- FIS: unsupported symbol
- FISV: latest transaction is sale
- FIX: unsupported symbol
- FLEX: latest transaction is sale
- FLO: unsupported symbol
- FLUT: unsupported symbol
- FN: unsupported symbol
- FND: latest transaction is sale
- FNF: latest transaction is sale
- FORM: unsupported symbol
- FOUR: latest transaction is sale
- FOXA: latest transaction is sale
- FRPT: latest transaction is sale
- FSBW: unsupported symbol
- FSLR: unsupported symbol
- FTNT: unsupported symbol
- FTV: latest transaction is sale
- FUL: latest transaction is sale
- FUN: unsupported symbol
- FWONA: latest transaction is sale
- FWRD: latest transaction is sale
- G: latest transaction is sale
- GBDC: unsupported symbol
- GD: latest transaction is sale
- GDDY: latest transaction is sale
- GDYN: unsupported symbol
- GE: 20 holding limit
- GEHC: latest transaction is sale
- GEN: latest transaction is sale
- GEO: unsupported symbol
- GEV: 20 holding limit
- GFF: latest transaction is sale
- GGG: latest transaction is sale
- GIII: latest transaction is sale
- GILD: 20 holding limit
- GIS: latest transaction is sale
- GKOS: unsupported symbol
- GLW: latest transaction is sale
- GM: 20 holding limit
- GNRC: unsupported symbol
- GOGO: latest transaction is sale
- GOLF: latest transaction is sale
- GOOG: 20 holding limit
- GPC: unsupported symbol
- GPI: latest transaction is sale
- GPK: latest transaction is sale
- GPN: latest transaction is sale
- GRMN: latest transaction is sale
- GS: 20 holding limit
- GSHD: latest transaction is sale
- GTES: latest transaction is sale
- GTLB: latest transaction is sale
- GTM: latest transaction is sale
- GTY: unsupported symbol
- GWRE: latest transaction is sale
- GWW: unsupported symbol
- HAS: latest transaction is sale
- HASI: latest transaction is sale
- HAYW: latest transaction is sale
- HBAN: latest transaction is sale
- HCA: unsupported symbol
- HCC: latest transaction is sale
- HCI: latest transaction is sale
- HE: unsupported symbol
- HEI: unsupported symbol
- HFWA: latest transaction is sale
- HIG: latest transaction is sale
- HII: latest transaction is sale
- HIW: unsupported symbol
- HLI: latest transaction is sale
- HLIT: latest transaction is sale
- HLNE: latest transaction is sale
- HLT: unsupported symbol
- HNI: latest transaction is sale
- HON: 20 holding limit
- HOOD: 20 holding limit
- HPE: 20 holding limit
- HRB: unsupported symbol
- HRL: latest transaction is sale
- HRMY: unsupported symbol
- HSIC: latest transaction is sale
- HSTM: latest transaction is sale
- HSY: latest transaction is sale
- HUBB: unsupported symbol
- HUBG: latest transaction is sale
- HUBS: latest transaction is sale
- HUM: unsupported symbol
- HWFA: unsupported symbol
- HWKN: latest transaction is sale
- HWM: unsupported symbol
- IAC: unsupported symbol
- IART: unsupported symbol
- IBKR: latest transaction is sale
- ICE: latest transaction is sale
- ICHR: unsupported symbol
- ICLR: latest transaction is sale
- ICUI: unsupported symbol
- IDCC: latest transaction is sale
- IDXX: latest transaction is sale
- IEX: unsupported symbol
- IFF: latest transaction is sale
- IIPR: unsupported symbol
- INDV: unsupported symbol
- INGR: latest transaction is sale
- INN: latest transaction is sale
- INSM: latest transaction is sale
- INSP: latest transaction is sale
- INSW: latest transaction is sale
- INTC: latest transaction is sale
- INTU: latest transaction is sale
- INVA: unsupported symbol
- INVH: latest transaction is sale
- INVX: latest transaction is sale
- IOSP: latest transaction is sale
- IOT: latest transaction is sale
- IP: 20 holding limit
- IQV: latest transaction is sale
- IR: latest transaction is sale
- IRDM: unsupported symbol
- IRM: unsupported symbol
- IT: latest transaction is sale
- ITRI: latest transaction is sale
- ITT: unsupported symbol
- ITW: latest transaction is sale
- J: latest transaction is sale
- JBGS: latest transaction is sale
- JBHT: unsupported symbol
- JBL: unsupported symbol
- JBLU: latest transaction is sale
- JBTM: unsupported symbol
- JCI: 20 holding limit
- JJSF: latest transaction is sale
- JKHY: unsupported symbol
- JLL: latest transaction is sale
- JNJ: latest transaction is sale
- JXN: unsupported symbol
- KAI: latest transaction is sale
- KALU: latest transaction is sale
- KBDC: unsupported symbol
- KBR: unsupported symbol
- KD: latest transaction is sale
- KDP: 20 holding limit
- KEY: 20 holding limit
- KEYS: unsupported symbol
- KFY: latest transaction is sale
- KHC: 20 holding limit
- KIM: unsupported symbol
- KLAC: 20 holding limit
- KLIC: latest transaction is sale
- KMB: 20 holding limit
- KMI: 20 holding limit
- KMPR: latest transaction is sale
- KMX: unsupported symbol
- KNSL: unsupported symbol
- KNTK: latest transaction is sale
- KO: 20 holding limit
- KR: unsupported symbol
- KREF: latest transaction is sale
- KRUS: latest transaction is sale
- KRYS: unsupported symbol
- KTB: latest transaction is sale
- KVUE: 20 holding limit
- L: latest transaction is sale
- LAD: unsupported symbol
- LAUR: unsupported symbol
- LAZ: unsupported symbol
- LBRDK: unsupported symbol
- LCID: 20 holding limit
- LCII: latest transaction is sale
- LDOS: latest transaction is sale
- LEN: latest transaction is sale
- LFST: unsupported symbol
- LGIH: latest transaction is sale
- LGND: latest transaction is sale
- LH: unsupported symbol
- LHX: latest transaction is sale
- LIF: latest transaction is sale
- LII: unsupported symbol
- LIN: latest transaction is sale
- LITE: latest transaction is sale
- LKFN: latest transaction is sale
- LKQ: unsupported symbol
- LLY: 20 holding limit
- LMT: 20 holding limit
- LNC: unsupported symbol
- LNG: latest transaction is sale
- LNN: latest transaction is sale
- LNT: unsupported symbol
- LOAR: latest transaction is sale
- LODE: latest transaction is sale
- LOPE: latest transaction is sale
- LOW: latest transaction is sale
- LPLA: unsupported symbol
- LPX: latest transaction is sale
- LQDA: unsupported symbol
- LQDT: latest transaction is sale
- LRCX: 20 holding limit
- LRN: latest transaction is sale
- LTH: unsupported symbol
- LULU: 20 holding limit
- LUMN: 20 holding limit
- LUV: 20 holding limit
- LVS: latest transaction is sale
- LW: latest transaction is sale
- LXP: unsupported symbol
- LYB: latest transaction is sale
- LYFT: latest transaction is sale
- LYV: unsupported symbol
- LZ: unsupported symbol
- LZB: unsupported symbol
- MA: 20 holding limit
- MAA: unsupported symbol
- MAC: latest transaction is sale
- MAN: latest transaction is sale
- MANH: latest transaction is sale
- MARA: 20 holding limit
- MAS: unsupported symbol
- MASI: latest transaction is sale
- MATW: latest transaction is sale
- MATX: latest transaction is sale
- MBC: latest transaction is sale
- MBIN: latest transaction is sale
- MC: latest transaction is sale
- MCD: latest transaction is sale
- MCHP: 20 holding limit
- MCK: unsupported symbol
- MCO: latest transaction is sale
- MCW: latest transaction is sale
- MD: latest transaction is sale
- MDB: latest transaction is sale
- MDLZ: 20 holding limit
- MDT: 20 holding limit
- MET: unsupported symbol
- META: 20 holding limit
- MGEE: latest transaction is sale
- MGPI: latest transaction is sale
- MGY: latest transaction is sale
- MHK: latest transaction is sale
- MIR: unsupported symbol
- MKC: unsupported symbol
- MKL: latest transaction is sale
- MKTX: unsupported symbol
- MLKN: latest transaction is sale
- MLM: latest transaction is sale
- MMI: unsupported symbol
- MMM: latest transaction is sale
- MMSI: latest transaction is sale
- MNRO: unsupported symbol
- MNST: unsupported symbol
- MO: 20 holding limit
- MOD: unsupported symbol
- MOH: unsupported symbol
- MORN: latest transaction is sale
- MOS: latest transaction is sale
- MPC: unsupported symbol
- MPT: unsupported symbol
- MPWR: 20 holding limit
- MRK: 20 holding limit
- MRNA: latest transaction is sale
- MRP: latest transaction is sale
- MRSH: latest transaction is sale
- MRTN: latest transaction is sale
- MRVL: 20 holding limit
- MS: 20 holding limit
- MSA: latest transaction is sale
- MSCI: latest transaction is sale
- MSEX: latest transaction is sale
- MSFT: 20 holding limit
- MSGS: unsupported symbol
- MSI: latest transaction is sale
- MSTR: latest transaction is sale
- MTB: unsupported symbol
- MTCH: unsupported symbol
- MTD: unsupported symbol
- MTH: latest transaction is sale
- MTRN: latest transaction is sale
- MTZ: unsupported symbol
- MU: 20 holding limit
- MWA: latest transaction is sale
- MXL: unsupported symbol
- MYGN: latest transaction is sale
- NABL: unsupported symbol
- NAVI: latest transaction is sale
- NBHC: latest transaction is sale
- NCLH: latest transaction is sale
- NDAQ: latest transaction is sale
- NDSN: unsupported symbol
- NEE: 20 holding limit
- NEM: latest transaction is sale
- NEO: unsupported symbol
- NET: 20 holding limit
- NFG: unsupported symbol
- NFLX: latest transaction is sale
- NI: latest transaction is sale
- NIC: unsupported symbol
- NKE: latest transaction is sale
- NLY: unsupported symbol
- NMIH: latest transaction is sale
- NOC: latest transaction is sale
- NOG: latest transaction is sale
- NOW: latest transaction is sale
- NPO: unsupported symbol
- NRG: unsupported symbol
- NSC: latest transaction is sale
- NSIT: latest transaction is sale
- NSP: unsupported symbol
- NSSC: latest transaction is sale
- NTAP: 20 holding limit
- NTNX: 20 holding limit
- NTRA: unsupported symbol
- NTRS: unsupported symbol
- NUE: unsupported symbol
- NVDA: latest transaction is sale
- NVR: latest transaction is sale
- NVRI: latest transaction is sale
- NVT: unsupported symbol
- NWL: unsupported symbol
- NWSA: unsupported symbol
- NXPI: 20 holding limit
- NXRT: latest transaction is sale
- NXT: unsupported symbol
- O: latest transaction is sale
- OBDE: unsupported symbol
- ODFL: latest transaction is sale
- OGE: latest transaction is sale
- OGN: latest transaction is sale
- OI: latest transaction is sale
- OKE: unsupported symbol
- OKTA: latest transaction is sale
- OLED: latest transaction is sale
- OLLI: unsupported symbol
- OLN: latest transaction is sale
- OMC: latest transaction is sale
- ON: 20 holding limit
- OPLN: latest transaction is sale
- ORCL: latest transaction is sale
- ORI: latest transaction is sale
- ORLY: latest transaction is sale
- OSIS: latest transaction is sale
- OSW: latest transaction is sale
- OTIS: latest transaction is sale
- OTTR: unsupported symbol
- OUT: latest transaction is sale
- OWL: latest transaction is sale
- OXY: 20 holding limit
- PAG: unsupported symbol
- PAHC: latest transaction is sale
- PANW: 20 holding limit
- PARR: latest transaction is sale
- PATH: latest transaction is sale
- PATK: latest transaction is sale
- PAYC: latest transaction is sale
- PAYO: unsupported symbol
- PAYX: unsupported symbol
- PBH: latest transaction is sale
- PBI: unsupported symbol
- PCAR: 20 holding limit
- PCG: 20 holding limit
- PCOR: latest transaction is sale
- PCRX: unsupported symbol
- PCTY: latest transaction is sale
- PECO: unsupported symbol
- PEG: unsupported symbol
- PEGA: latest transaction is sale
- PEN: latest transaction is sale
- PENG: latest transaction is sale
- PENN: 20 holding limit
- PEP: latest transaction is sale
- PFE: latest transaction is sale
- PFGC: latest transaction is sale
- PFSI: unsupported symbol
- PG: 20 holding limit
- PGNY: unsupported symbol
- PGR: 20 holding limit
- PH: latest transaction is sale
- PHM: unsupported symbol
- PI: latest transaction is sale
- PINS: unsupported symbol
- PIPR: latest transaction is sale
- PJT: latest transaction is sale
- PKG: unsupported symbol
- PLAY: latest transaction is sale
- PLD: unsupported symbol
- PLMR: latest transaction is sale
- PLNT: unsupported symbol
- PLTR: 20 holding limit
- PLXS: unsupported symbol
- PM: 20 holding limit
- PNC: latest transaction is sale
- PNFP: unsupported symbol
- PNR: unsupported symbol
- PNW: unsupported symbol
- PODD: latest transaction is sale
- POOL: unsupported symbol
- POWI: unsupported symbol
- POWL: unsupported symbol
- PPC: latest transaction is sale
- PPG: unsupported symbol
- PPL: latest transaction is sale
- PR: latest transaction is sale
- PRAA: latest transaction is sale
- PRDO: latest transaction is sale
- PRGO: latest transaction is sale
- PRGS: latest transaction is sale
- PRIM: unsupported symbol
- PRK: latest transaction is sale
- PRKS: latest transaction is sale
- PRLB: unsupported symbol
- PRU: unsupported symbol
- PRVA: latest transaction is sale
- PSA: unsupported symbol
- PSKY: 20 holding limit
- PSN: latest transaction is sale
- PSTG: latest transaction is sale
- PSX: unsupported symbol
- PTC: latest transaction is sale
- PTCT: unsupported symbol
- PTEN: latest transaction is sale
- PTGX: latest transaction is sale
- PTON: 20 holding limit
- PVH: latest transaction is sale
- PWR: unsupported symbol
- PYPL: latest transaction is sale
- PZZA: latest transaction is sale
- QCOM: 20 holding limit
- QDEL: unsupported symbol
- QNST: latest transaction is sale
- QRVO: unsupported symbol
- QTWO: latest transaction is sale
- QW: unsupported symbol
- QXO: 20 holding limit
- RALW: unsupported symbol
- RAMP: latest transaction is sale
- RBA: unsupported symbol
- RBLX: latest transaction is sale
- RBRK: latest transaction is sale
- RCL: 20 holding limit
- RCUS: latest transaction is sale
- RDDT: latest transaction is sale
- RDN: latest transaction is sale
- RDNT: latest transaction is sale
- REGN: latest transaction is sale
- RELY: unsupported symbol
- REX: latest transaction is sale
- REYN: latest transaction is sale
- REZI: latest transaction is sale
- RF: 20 holding limit
- RGA: unsupported symbol
- RGEN: latest transaction is sale
- RGLD: latest transaction is sale
- RHI: latest transaction is sale
- RHP: unsupported symbol
- RITM: latest transaction is sale
- RJF: latest transaction is sale
- RKLB: latest transaction is sale
- RKT: 20 holding limit
- RL: unsupported symbol
- RLI: latest transaction is sale
- RMD: latest transaction is sale
- RNG: latest transaction is sale
- ROCK: latest transaction is sale
- ROK: unsupported symbol
- ROKU: latest transaction is sale
- ROL: unsupported symbol
- ROP: unsupported symbol
- ROST: unsupported symbol
- RPM: latest transaction is sale
- RPRX: latest transaction is sale
- RRC: latest transaction is sale
- RRR: latest transaction is sale
- RS: unsupported symbol
- RSG: latest transaction is sale
- RSI: unsupported symbol
- RTX: 20 holding limit
- RUN: latest transaction is sale
- RUSHA: latest transaction is sale
- RVMD: unsupported symbol
- RVTY: unsupported symbol
- RWT: latest transaction is sale
- RXO: latest transaction is sale
- RYAN: unsupported symbol
- S: latest transaction is sale
- SABR: unsupported symbol
- SAFE: unsupported symbol
- SAFT: latest transaction is sale
- SAIL: latest transaction is sale
- SANM: latest transaction is sale
- SARO: unsupported symbol
- SBAC: latest transaction is sale
- SBSI: latest transaction is sale
- SBUX: 20 holding limit
- SCHW: latest transaction is sale
- SCI: latest transaction is sale
- SCL: latest transaction is sale
- SCSC: latest transaction is sale
- SCVL: latest transaction is sale
- SDGR: unsupported symbol
- SEDG: latest transaction is sale
- SEZL: latest transaction is sale
- SF: unsupported symbol
- SFBS: latest transaction is sale
- SFM: latest transaction is sale
- SGI: latest transaction is sale
- SHAK: latest transaction is sale
- SHW: unsupported symbol
- SITM: latest transaction is sale
- SJM: unsupported symbol
- SKT: latest transaction is sale
- SKY: unsupported symbol
- SKYW: latest transaction is sale
- SLB: 20 holding limit
- SLG: unsupported symbol
- SLM: unsupported symbol
- SLVM: latest transaction is sale
- SM: unsupported symbol
- SMCI: latest transaction is sale
- SMPL: latest transaction is sale
- SMTC: latest transaction is sale
- SNA: latest transaction is sale
- SNAP: latest transaction is sale
- SNCY: latest transaction is sale
- SNDK: 20 holding limit
- SNEX: unsupported symbol
- SNOW: 20 holding limit
- SNPS: 20 holding limit
- SO: latest transaction is sale
- SOFI: latest transaction is sale
- SOLS: latest transaction is sale
- SPA: latest transaction is sale
- SPCX: unsupported symbol
- SPG: latest transaction is sale
- SPGI: 20 holding limit
- SPHR: unsupported symbol
- SPSC: latest transaction is sale
- SRE: latest transaction is sale
- SRPT: latest transaction is sale
- SSNC: latest transaction is sale
- SSTK: latest transaction is sale
- STC: unsupported symbol
- STE: latest transaction is sale
- STEP: latest transaction is sale
- STLA: latest transaction is sale
- STLD: unsupported symbol
- STX: latest transaction is sale
- STZ: latest transaction is sale
- SUPN: latest transaction is sale
- SW: unsupported symbol
- SWK: unsupported symbol
- SWKS: latest transaction is sale
- SYF: latest transaction is sale
- SYK: unsupported symbol
- SYY: latest transaction is sale
- T: 20 holding limit
- TAP: latest transaction is sale
- TBBK: unsupported symbol
- TDG: unsupported symbol
- TDS: latest transaction is sale
- TDY: latest transaction is sale
- TEAM: unsupported symbol
- TECH: unsupported symbol
- TEL: unsupported symbol
- TEM: unsupported symbol
- TER: latest transaction is sale
- TFC: 20 holding limit
- TFX: latest transaction is sale
- TGT: 20 holding limit
- TGTX: latest transaction is sale
- THG: unsupported symbol
- THRM: latest transaction is sale
- THRY: latest transaction is sale
- TJX: latest transaction is sale
- TKO: unsupported symbol
- TLN: latest transaction is sale
- TMDX: latest transaction is sale
- TMO: latest transaction is sale
- TMUS: latest transaction is sale
- TNC: latest transaction is sale
- TNDM: latest transaction is sale
- TOL: unsupported symbol
- TOST: latest transaction is sale
- TPG: unsupported symbol
- TPL: latest transaction is sale
- TPR: unsupported symbol
- TREX: latest transaction is sale
- TRGP: unsupported symbol
- TRIP: latest transaction is sale
- TRMB: latest transaction is sale
- TRNO: unsupported symbol
- TROW: unsupported symbol
- TRU: latest transaction is sale
- TRUP: unsupported symbol
- TRV: latest transaction is sale
- TSCO: latest transaction is sale
- TSLA: latest transaction is sale
- TSLX: unsupported symbol
- TSN: latest transaction is sale
- TT: latest transaction is sale
- TTAN: latest transaction is sale
- TTD: 20 holding limit
- TTEK: latest transaction is sale
- TTMI: latest transaction is sale
- TTWO: unsupported symbol
- TW: latest transaction is sale
- TWO: unsupported symbol
- TXN: 20 holding limit
- TYL: latest transaction is sale
- UAA: unsupported symbol
- UAL: 20 holding limit
- UBER: 20 holding limit
- UCB: latest transaction is sale
- UCTT: unsupported symbol
- UDR: latest transaction is sale
- UFPT: latest transaction is sale
- UHAL: unsupported symbol
- UHS: latest transaction is sale
- ULTA: 20 holding limit
- UNF: latest transaction is sale
- UNH: 20 holding limit
- UNIT: unsupported symbol
- UNP: unsupported symbol
- UPBD: latest transaction is sale
- UPS: latest transaction is sale
- UPST: 20 holding limit
- UPWK: latest transaction is sale
- URBN: latest transaction is sale
- URI: unsupported symbol
- USPH: latest transaction is sale
- UTHR: unsupported symbol
- UTI: unsupported symbol
- UVV: unsupported symbol
- Unmapped security: No supported stock ticker
- V: latest transaction is sale
- VAC: unsupported symbol
- VCEL: latest transaction is sale
- VCTR: latest transaction is sale
- VECO: latest transaction is sale
- VEEV: latest transaction is sale
- VGNTW: unsupported symbol
- VIAV: latest transaction is sale
- VICI: latest transaction is sale
- VICR: latest transaction is sale
- VIRT: unsupported symbol
- VITL: latest transaction is sale
- VLO: latest transaction is sale
- VLTO: latest transaction is sale
- VMC: latest transaction is sale
- VNO: unsupported symbol
- VRE: latest transaction is sale
- VRNS: latest transaction is sale
- VRRM: latest transaction is sale
- VRSK: unsupported symbol
- VRSN: latest transaction is sale
- VRT: 20 holding limit
- VRTS: latest transaction is sale
- VRTX: 20 holding limit
- VSAT: unsupported symbol
- VSEC: latest transaction is sale
- VSH: unsupported symbol
- VSNTV: latest transaction is sale
- VST: 20 holding limit
- VSXY: latest transaction is sale
- VTR: 20 holding limit
- VYX: unsupported symbol
- VZ: 20 holding limit
- WAB: latest transaction is sale
- WAT: latest transaction is sale
- WAY: latest transaction is sale
- WBD: 20 holding limit
- WD: unsupported symbol
- WDAY: latest transaction is sale
- WDC: 20 holding limit
- WDFC: unsupported symbol
- WEC: unsupported symbol
- WELL: latest transaction is sale
- WEN: latest transaction is sale
- WERN: latest transaction is sale
- WFC: 20 holding limit
- WGO: latest transaction is sale
- WHD: latest transaction is sale
- WINA: latest transaction is sale
- WING: unsupported symbol
- WKC: latest transaction is sale
- WLK: latest transaction is sale
- WLY: unsupported symbol
- WM: unsupported symbol
- WMB: 20 holding limit
- WMG: latest transaction is sale
- WMT: latest transaction is sale
- WOR: latest transaction is sale
- WRB: unsupported symbol
- WRBY: unsupported symbol
- WRLD: latest transaction is sale
- WSBC: unsupported symbol
- WSC: latest transaction is sale
- WSFS: latest transaction is sale
- WSM: latest transaction is sale
- WSO: latest transaction is sale
- WST: unsupported symbol
- WT: unsupported symbol
- WTC: latest transaction is sale
- WTRG: latest transaction is sale
- WTW: unsupported symbol
- WU: 20 holding limit
- WWD: unsupported symbol
- WWW: latest transaction is sale
- WY: latest transaction is sale
- WYNN: latest transaction is sale
- XEL: latest transaction is sale
- XOM: 20 holding limit
- XPEL: latest transaction is sale
- XYL: latest transaction is sale
- XYZ: latest transaction is sale
- YELP: latest transaction is sale
- YOU: latest transaction is sale
- YUM: unsupported symbol
- Z: unsupported symbol
- ZBH: latest transaction is sale
- ZBRA: latest transaction is sale
- ZD: latest transaction is sale
- ZM: latest transaction is sale
- ZS: latest transaction is sale
- ZTS: unsupported symbol
- ZWS: unsupported symbol
Disclosures can arrive late, and model holdings can differ from the actual portfolio. Unsupported allocations and whole-share rounding stay in cash. Stale data pauses rebalancing.
Disclosure data from Quiver