ITW Illinois Tool Works | $254.83 -0.7% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/25/2024 | -1.3%
|
ITW Illinois Tool Works | $254.83 -0.7% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/25/2024 | -1.3%
|
ADP Automatic Data Processing | $292.97 -1.1% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/24/2024 | +5.9%
|
ADP Automatic Data Processing | $292.97 -1.1% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/24/2024 | +5.9%
|
SBUX Starbucks | $90.58 -1.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/14/2024 | -3.5%
|
SBUX Starbucks | $90.58 -1.8% | Sale $100,001 - $250,000 | 8/20/2024 | 8/14/2024 | -3.5%
|
JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | -9.8%
|
MCD McDonald's | $289.60 -1.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/7/2024 | +7.5%
|
HSY Hershey | $168.67 -1.8% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -15.6%
|
CB Chubb | $275.41 -0.8% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +3.7%
|
SBUX Starbucks | $90.58 -1.8% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +20.3%
|
AMGN Amgen | $259.30 -1.3% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -17.0%
|
ACN Accenture | $352.49 -1.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +10.8%
|
GD General Dynamics | $263.38 -1.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -8.3%
|
QQQM Invesco NASDAQ 100 ETF | $212.26 -1.3% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +18.6%
|
UPS United Parcel Service | $125.32 -0.6% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +1.6%
|
APD Air Products and Chemicals | $288.69 -1.4% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +4.1%
|
KVUE Kenvue | $21.18 -1.6% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +1.6%
|
IJR iShares Core S&P Small-Cap ETF | $114.97 -0.7% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +5.6%
|
FQAL Fidelity Quality Factor ETF | $65.60 -1.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +10.5%
|
WMT Walmart | $90.57 -1.2% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +33.7%
|
MSFT Microsoft | $424.83 -1.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +6.3%
|
NEE NextEra Energy | $71.76 -0.5% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | -6.8%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +19.5%
|
PFE Pfizer | $26.42 -0.8% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | -9.8%
|
DGRO iShares Core Dividend Growth ETF | $61.24 -1.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +5.4%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $76.71 -1.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +19.0%
|
IJR iShares Core S&P Small-Cap ETF | $114.97 -0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +5.6%
|
AAPL Apple | $252.20 -1.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +21.7%
|
COST Costco Wholesale | $922.21 -1.9% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +12.9%
|
QQQ Invesco QQQ | $515.61 -1.3% | Sale $100,001 - $250,000 | 8/20/2024 | 8/6/2024 | +17.3%
|
DFS Discover Financial Services | $172.44 -1.2% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +37.7%
|
CB Chubb | $275.41 -0.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +1.5%
|
JNJ Johnson & Johnson | $143.34 -1.2% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -12.7%
|
UPS United Parcel Service | $125.32 -0.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -2.1%
|
ACN Accenture | $352.49 -1.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +9.1%
|
PEP PepsiCo | $151.72 -0.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -14.8%
|
MCD McDonald's | $289.60 -1.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +4.7%
|
PG Procter & Gamble | $167.09 -1.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -1.7%
|
GD General Dynamics | $263.38 -1.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -9.9%
|
SBUX Starbucks | $90.58 -1.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +19.4%
|
MRK Merck & Co., Inc. | $98.37 -1.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -14.6%
|
AMGN Amgen | $259.30 -1.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -22.4%
|
QQQM Invesco NASDAQ 100 ETF | $212.26 -1.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +14.9%
|
APD Air Products and Chemicals | $288.69 -1.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +2.5%
|
NEE NextEra Energy | $71.76 -0.5% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -8.5%
|
DFS Discover Financial Services | $172.44 -1.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +26.6%
|
LMT Lockheed Martin | $483.37 -1.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -11.9%
|
AAPL Apple | $252.20 -1.3% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +15.5%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +15.1%
|
GOOG Alphabet | $192.69 -0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +11.7%
|
KVUE Kenvue | $21.18 -1.6% | Sale $0 - $1,000 | 8/20/2024 | 8/1/2024 | +13.7%
|
PFE Pfizer | $26.42 -0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -13.8%
|
CSCO Cisco Systems | $59.19 -0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +24.9%
|
COST Costco Wholesale | $922.21 -1.9% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +12.9%
|
WMT Walmart | $90.57 -1.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +29.8%
|
BRP The Baldwin Insurance Group | $38.84 -2.0% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +23.7%
|
BRP The Baldwin Insurance Group | $38.84 -2.0% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +35.5%
|
BRP The Baldwin Insurance Group | $38.84 -2.0% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +30.1%
|
IJR iShares Core S&P Small-Cap ETF | $114.97 -0.7% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +17.9%
|
MRK Merck & Co., Inc. | $98.37 -1.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -9.4%
|
UNH UnitedHealth Group | $507.80 -0.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +5.9%
|
WMT Walmart | $90.57 -1.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +65.3%
|
CSCO Cisco Systems | $59.19 -0.7% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +4.1%
|
AAPL Apple | $252.20 -1.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +40.6%
|
MCD McDonald's | $289.60 -1.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +3.5%
|
UPS United Parcel Service | $125.32 -0.6% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -22.1%
|
V Visa | $315.31 -1.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +27.5%
|
JNJ Johnson & Johnson | $143.34 -1.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -11.9%
|
PG Procter & Gamble | $167.09 -1.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +8.0%
|
DFS Discover Financial Services | $172.44 -1.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +92.3%
|
QQQ Invesco QQQ | $515.61 -1.3% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +36.8%
|
GOOG Alphabet | $192.69 -0.7% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +39.9%
|
BRK.B Berkshire Hathaway | $452.16 -1.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +23.7%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +65.7%
|
SBUX Starbucks | $90.58 -1.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -5.3%
|
PEP PepsiCo | $151.72 -0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -15.2%
|
HD Home Depot | $389.43 -0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +18.6%
|
PFE Pfizer | $26.42 -0.8% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | -22.2%
|
NEE NextEra Energy | $71.76 -0.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +6.2%
|
MSFT Microsoft | $424.83 -1.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +25.7%
|
CMCSA Comcast | $37.39 -1.4% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -2.2%
|
COST Costco Wholesale | $922.21 -1.9% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +85.9%
|
COST Costco Wholesale | $922.21 -1.9% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +85.9%
|
AAPL Apple | $252.20 -1.3% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +50.5%
|
CMCSA Comcast | $37.39 -1.4% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | -2.2%
|
FQAL Fidelity Quality Factor ETF | $65.60 -1.1% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +37.2%
|
QQQ Invesco QQQ | $515.61 -1.3% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +61.8%
|
IVV iShares Core S&P 500 ETF | $590.98 -1.1% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +42.1%
|
IJR iShares Core S&P Small-Cap ETF | $114.97 -0.7% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +20.2%
|
SBUX Starbucks | $90.58 -1.8% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -15.5%
|
WMT Walmart | $90.57 -1.2% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +84.4%
|
BRK.A Berkshire Hathaway | $678,120.00 -1.0% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +47.9%
|
QQQ Invesco QQQ | $515.61 -1.3% | Sale $1,001 - $15,000 | 3/7/2023 | 2/21/2023 | +75.4%
|
MSFT Microsoft | $424.83 -1.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +68.1%
|
VZ Verizon Communications | $39.60 -0.8% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -1.9%
|
UNH UnitedHealth Group | $507.80 -0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +3.4%
|
UPS United Parcel Service | $125.32 -0.6% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -32.9%
|
SBUX Starbucks | $90.58 -1.8% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -16.9%
|
BRK.B Berkshire Hathaway | $452.16 -1.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +46.0%
|
PFE Pfizer | $26.42 -0.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -39.0%
|
NEE NextEra Energy | $71.76 -0.5% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -6.7%
|
QQQ Invesco QQQ | $515.61 -1.3% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +66.8%
|
CMCSA Comcast | $37.39 -1.4% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -5.1%
|
CSCO Cisco Systems | $59.19 -0.7% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +22.2%
|
AAPL Apple | $252.20 -1.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +62.4%
|
PNC The PNC Financial Services Group | $192.53 -0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +20.3%
|
MSFT Microsoft | $424.83 -1.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +57.7%
|
MDT Medtronic | $79.61 -1.4% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -5.8%
|
JPM JPMorgan Chase & Co. | $239.32 -0.8% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +66.4%
|
IJR iShares Core S&P Small-Cap ETF | $114.97 -0.7% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +8.9%
|
CSCO Cisco Systems | $59.19 -0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +34.2%
|
WMT Walmart | $90.57 -1.2% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +100.9%
|
MSFT Microsoft | $424.83 -1.3% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +68.6%
|
WMT Walmart | $90.57 -1.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +100.9%
|
MDT Medtronic | $79.61 -1.4% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | -11.9%
|
MDT Medtronic | $79.61 -1.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | -11.9%
|
IVW iShares S&P 500 Growth ETF | $102.42 -1.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +60.7%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $76.71 -1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +68.1%
|
CSCO Cisco Systems | $59.19 -0.7% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +34.2%
|
LMT Lockheed Martin | $483.37 -1.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/12/2022 | +15.5%
|
LMT Lockheed Martin | $483.37 -1.1% | Purchase $50,001 - $100,000 | 10/11/2022 | 9/12/2022 | +15.5%
|
SBUX Starbucks | $90.58 -1.8% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +2.1%
|
SBUX Starbucks | $90.58 -1.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +2.1%
|
HD Home Depot | $389.43 -0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +29.9%
|
HD Home Depot | $389.43 -0.9% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +29.9%
|
BRP The Baldwin Insurance Group | $38.84 -2.0% | Sale $1,000,001 - $5,000,000 | 6/1/2021 | 4/27/2021 | +29.6%
|
BRP The Baldwin Insurance Group | $38.84 -2.0% | Sale $1,000,001 - $5,000,000 | 3/3/2022 | 4/27/2021 | +29.6%
|
BRP The Baldwin Insurance Group | $38.84 -2.0% | Exchange $1,000,001 - $5,000,000 | 3/26/2021 | 2/11/2021 | +36.1%
|