Katie Britt

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Portfolio Range

$4.0K–$60K

# Trades

32

# Tickers

14

Latest Filing

Jan 29 '26

Monthly Trade Value · Last 12 Months

 BUYS SALES

Portfolio Structure (Estimated)

V33.3%

UPS16.7%

MSFT16.7%

WMT16.7%

EOG16.7%

Disclaimer: Stock positions only, option contracts are excluded. Not investment advice; past disclosed activity does not predict future results.

All Disclosed Trades · 32 total

Ticker	Asset	Type	Transaction	Amount Range	Est. Return	Owner	Trade Date	PTR Filing
JPM	JPMorgan Chase & Co	Stock	Sale	$1.0K–$15K	+17.4%	Spouse	Jan 28 '26	Jan 29 '26
JPM	JP Morgan Chase & Company	Stock	Sale	$1.0K–$15K	+17.4%	Spouse	Jan 28 '26	Jan 28 '26
NVDA	NVIDIA Corporation	Stock	Sale	$1.0K–$15K	+9.9%	Spouse	Nov 07 '25	Jan 26 '26
GOOGL	Alphabet Inc	Stock	Sale	$1.0K–$15K	+14.7%	Spouse	Nov 07 '25	Jan 26 '26
AMZN	Amazon.com Inc	Stock	Sale	$1.0K–$15K	-5.0%	Spouse	Nov 07 '25	Jan 26 '26
AAPL	Apple Inc	Stock	Sale	$1.0K–$15K	+24.0%	Spouse	Nov 07 '25	Jan 26 '26
UPS	United Parcel Service	Stock	Buy	$1.0K–$15K	+19.6%	Spouse	Nov 07 '25	Jan 25 '26
V	Visa Inc	Stock	Buy	$1.0K–$15K	+5.9%	Spouse	Nov 07 '25	Jan 25 '26
AAPL	Apple Inc	Stock	Sale (Partial)	$1.0K–$15K	+24.0%	Spouse	Nov 07 '25	Jan 25 '26
GOOG	Alphabet Cl C	Stock	Sale (Partial)	$1.0K–$15K	+14.1%	Spouse	Nov 07 '25	Jan 25 '26
NVDA	Nvidia Corp	Stock	Sale (Partial)	$1.0K–$15K	+9.9%	Spouse	Nov 07 '25	Jan 25 '26
AMZN	Amazon.com Inc	Stock	Sale (Partial)	$1.0K–$15K	-5.0%	Spouse	Nov 07 '25	Jan 25 '26
XOM	Exxon Mobil Corp	Stock	Sale	$1.0K–$15K	+48.6%	Spouse	Apr 30 '25	Jan 26 '26
UNH	Unitedhealth Group Inc	Stock	Sale	$1.0K–$15K	+2.3%	Spouse	Apr 30 '25	Jan 26 '26
AAPL	Apple Inc	Stock	Buy	$1.0K–$15K	+56.7%	Spouse	Apr 30 '25	Jan 25 '26
UNH	Unitedhealth Group Inc	Stock	Sale	$1.0K–$15K	+2.3%	Spouse	Apr 30 '25	Jan 25 '26
XOM	Exxon Mobil Corp	Stock	Sale	$1.0K–$15K	+48.6%	Spouse	Apr 30 '25	Jan 25 '26
AMZN	Amazon.com Inc	Stock	Buy	$1.0K–$15K	+25.9%	Spouse	Apr 30 '25	Jan 25 '26
NVDA	Nvidia Corp	Stock	Buy	$1.0K–$15K	+89.9%	Spouse	Apr 30 '25	Jan 25 '26
GOOGL	Alphabet Inc	Stock	Buy	$1.0K–$15K	+101.0%	Spouse	Apr 14 '25	Jan 26 '26
AAPL	Apple Inc	Stock	Buy	$1.0K–$15K	+64.4%	Spouse	Apr 14 '25	Jan 25 '26
JPM	JP Morgan Chase & Company	Stock	Buy	$1.0K–$15K	+50.5%	Spouse	Apr 14 '25	Jan 25 '26
XOM	Exxon Mobil Corp	Stock	Buy	$1.0K–$15K	+51.8%	Spouse	Apr 14 '25	Jan 25 '26
AMZN	Amazon.com Inc	Stock	Buy	$1.0K–$15K	+27.4%	Spouse	Apr 14 '25	Jan 25 '26
GOOG	Alphabet Cl C	Stock	Buy	$1.0K–$15K	+97.6%	Spouse	Apr 14 '25	Jan 25 '26

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