Capital Markets·Financial Institutions·Oversight and Investigations
Service
House
LouisianaDist. 4, 6
1993–2027(3)
Trading Style
Sector Focus: 78% of trades are in Technology.
Net Accumulator: 93% of transactions are purchases, indicating a strong bias toward building positions rather than active trading.
Mid-to-Large Sizing: 30% of trades exceed $100K, with a median trade around $100K.
Managed Accounts: 99% of trades occur within managed sub-accounts (including IRA), suggesting professional financial management rather than direct trading.
Active Trader: Averages about 16 trades per month across the portfolio.
Top Holdings: Most frequently traded stocks include NVDA, GOOGL, AAPL, AMZN.
