ITW Illinois Tool Works | $256.50 +0.2% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/25/2024 | -0.7%
|
ITW Illinois Tool Works | $256.50 +0.2% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/25/2024 | -0.7%
|
ADP Automatic Data Processing | $296.18 0.0% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/24/2024 | +7.1%
|
ADP Automatic Data Processing | $296.18 0.0% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/24/2024 | +7.1%
|
SBUX Starbucks | $95.13 +0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/14/2024 | +1.3%
|
SBUX Starbucks | $95.13 +0.7% | Sale $100,001 - $250,000 | 8/20/2024 | 8/14/2024 | +1.3%
|
JNJ Johnson & Johnson | $147.03 -0.5% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | -7.5%
|
MCD McDonald's | $280.90 +0.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/7/2024 | +4.3%
|
HSY Hershey | $152.82 -0.8% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -23.5%
|
CB Chubb | $269.38 -1.5% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +1.4%
|
SBUX Starbucks | $95.13 +0.7% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +26.4%
|
AMGN Amgen | $272.11 +1.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -12.9%
|
ACN Accenture | $352.33 +0.5% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +10.7%
|
GD General Dynamics | $266.86 -0.7% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -7.1%
|
QQQM Invesco NASDAQ 100 ETF | $214.78 +1.7% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +20.0%
|
UPS United Parcel Service | $129.77 -0.1% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +5.2%
|
APD Air Products and Chemicals | $317.11 +1.6% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +14.3%
|
KVUE Kenvue | $21.11 -0.4% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +1.2%
|
IJR iShares Core S&P Small-Cap ETF | $117.99 +0.5% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +8.3%
|
FQAL Fidelity Quality Factor ETF | $66.78 +0.7% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +12.5%
|
WMT Walmart | $92.02 +0.8% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +35.8%
|
MSFT Microsoft | $429.03 +1.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +7.4%
|
NEE NextEra Energy | $70.83 -0.8% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | -8.0%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +29.5%
|
PFE Pfizer | $26.30 -0.7% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | -10.2%
|
DGRO iShares Core Dividend Growth ETF | $62.59 +0.5% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +7.7%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $77.40 +1.7% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +20.1%
|
IJR iShares Core S&P Small-Cap ETF | $117.99 +0.5% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +8.3%
|
AAPL Apple | $229.98 +0.8% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +11.0%
|
COST Costco Wholesale | $943.19 +2.5% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +15.5%
|
QQQ Invesco QQQ | $521.74 +1.7% | Sale $100,001 - $250,000 | 8/20/2024 | 8/6/2024 | +18.7%
|
DFS Discover Financial Services | $187.17 +1.2% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +49.4%
|
CB Chubb | $269.38 -1.5% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -0.7%
|
JNJ Johnson & Johnson | $147.03 -0.5% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -10.4%
|
UPS United Parcel Service | $129.77 -0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +1.3%
|
ACN Accenture | $352.33 +0.5% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +9.1%
|
PEP PepsiCo | $148.25 +1.2% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -16.7%
|
MCD McDonald's | $280.90 +0.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +1.5%
|
PG Procter & Gamble | $161.35 +0.5% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -5.1%
|
GD General Dynamics | $266.86 -0.7% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -8.7%
|
SBUX Starbucks | $95.13 +0.7% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +25.4%
|
MRK Merck & Co., Inc. | $98.00 -2.7% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -14.9%
|
AMGN Amgen | $272.11 +1.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -18.5%
|
QQQM Invesco NASDAQ 100 ETF | $214.78 +1.7% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +16.3%
|
APD Air Products and Chemicals | $317.11 +1.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +12.6%
|
NEE NextEra Energy | $70.83 -0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -9.6%
|
DFS Discover Financial Services | $187.17 +1.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +37.5%
|
LMT Lockheed Martin | $490.60 +0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -10.6%
|
AAPL Apple | $229.98 +0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +5.3%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +24.8%
|
GOOG Alphabet | $197.55 +1.6% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +14.6%
|
KVUE Kenvue | $21.11 -0.4% | Sale $0 - $1,000 | 8/20/2024 | 8/1/2024 | +13.3%
|
PFE Pfizer | $26.30 -0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -14.2%
|
CSCO Cisco Systems | $60.23 +0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +27.1%
|
COST Costco Wholesale | $943.19 +2.5% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +15.5%
|
WMT Walmart | $92.02 +0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +31.8%
|
BRP The Baldwin Insurance Group | $41.23 +0.9% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +31.3%
|
BRP The Baldwin Insurance Group | $41.23 +0.9% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +43.9%
|
BRP The Baldwin Insurance Group | $41.23 +0.9% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +38.1%
|
IJR iShares Core S&P Small-Cap ETF | $117.99 +0.5% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +21.0%
|
MRK Merck & Co., Inc. | $98.00 -2.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -9.8%
|
UNH UnitedHealth Group | $510.03 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +6.4%
|
WMT Walmart | $92.02 +0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +68.0%
|
CSCO Cisco Systems | $60.23 +0.7% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +6.0%
|
AAPL Apple | $229.98 +0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +28.2%
|
MCD McDonald's | $280.90 +0.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +0.4%
|
UPS United Parcel Service | $129.77 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -19.3%
|
V Visa | $319.97 +0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +29.4%
|
JNJ Johnson & Johnson | $147.03 -0.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -9.6%
|
PG Procter & Gamble | $161.35 +0.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +4.3%
|
DFS Discover Financial Services | $187.17 +1.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +108.8%
|
QQQ Invesco QQQ | $521.74 +1.7% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +38.4%
|
GOOG Alphabet | $197.55 +1.6% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +43.4%
|
BRK.B Berkshire Hathaway | $468.57 +1.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +28.2%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +79.6%
|
SBUX Starbucks | $95.13 +0.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -0.6%
|
PEP PepsiCo | $148.25 +1.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -17.1%
|
HD Home Depot | $409.42 +0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +24.7%
|
PFE Pfizer | $26.30 -0.7% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | -22.5%
|
NEE NextEra Energy | $70.83 -0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +4.9%
|
MSFT Microsoft | $429.03 +1.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +27.0%
|
CMCSA Comcast | $36.58 +0.7% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -4.4%
|
COST Costco Wholesale | $943.19 +2.5% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +90.1%
|
COST Costco Wholesale | $943.19 +2.5% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +90.1%
|
AAPL Apple | $229.98 +0.8% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +37.2%
|
CMCSA Comcast | $36.58 +0.7% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | -4.4%
|
FQAL Fidelity Quality Factor ETF | $66.78 +0.7% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +39.6%
|
QQQ Invesco QQQ | $521.74 +1.7% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +63.7%
|
IVV iShares Core S&P 500 ETF | $600.26 +0.9% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +44.3%
|
IJR iShares Core S&P Small-Cap ETF | $117.99 +0.5% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +23.4%
|
SBUX Starbucks | $95.13 +0.7% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -11.2%
|
WMT Walmart | $92.02 +0.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +87.4%
|
BRK.A Berkshire Hathaway | $702,803.59 +1.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +53.3%
|
QQQ Invesco QQQ | $521.74 +1.7% | Sale $1,001 - $15,000 | 3/7/2023 | 2/21/2023 | +77.4%
|
MSFT Microsoft | $429.03 +1.0% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +69.8%
|
VZ Verizon Communications | $38.86 +1.4% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -3.8%
|
UNH UnitedHealth Group | $510.03 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +3.8%
|
UPS United Parcel Service | $129.77 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -30.5%
|
SBUX Starbucks | $95.13 +0.7% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -12.7%
|
BRK.B Berkshire Hathaway | $468.57 +1.2% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +51.3%
|
PFE Pfizer | $26.30 -0.7% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -39.3%
|
NEE NextEra Energy | $70.83 -0.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -7.9%
|
QQQ Invesco QQQ | $521.74 +1.7% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +68.8%
|
CMCSA Comcast | $36.58 +0.7% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -7.2%
|
CSCO Cisco Systems | $60.23 +0.7% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +24.3%
|
AAPL Apple | $229.98 +0.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +48.1%
|
PNC The PNC Financial Services Group | $198.36 +0.9% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +24.0%
|
MSFT Microsoft | $429.03 +1.0% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +59.3%
|
MDT Medtronic | $88.23 +1.2% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +4.4%
|
JPM JPMorgan Chase & Co. | $259.46 +2.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +80.4%
|
IJR iShares Core S&P Small-Cap ETF | $117.99 +0.5% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +11.7%
|
CSCO Cisco Systems | $60.23 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +36.5%
|
WMT Walmart | $92.02 +0.8% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +104.1%
|
MSFT Microsoft | $429.03 +1.0% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +70.3%
|
WMT Walmart | $92.02 +0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +104.1%
|
MDT Medtronic | $88.23 +1.2% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | -2.3%
|
MDT Medtronic | $88.23 +1.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | -2.3%
|
IVW iShares S&P 500 Growth ETF | $103.83 +1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +62.9%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $77.40 +1.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +69.7%
|
CSCO Cisco Systems | $60.23 +0.7% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +36.5%
|
LMT Lockheed Martin | $490.60 +0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/12/2022 | +17.2%
|
LMT Lockheed Martin | $490.60 +0.8% | Purchase $50,001 - $100,000 | 10/11/2022 | 9/12/2022 | +17.2%
|
SBUX Starbucks | $95.13 +0.7% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +7.3%
|
SBUX Starbucks | $95.13 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +7.3%
|
HD Home Depot | $409.42 +0.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +36.6%
|
HD Home Depot | $409.42 +0.0% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +36.6%
|
BRP The Baldwin Insurance Group | $41.23 +0.9% | Sale $1,000,001 - $5,000,000 | 6/1/2021 | 4/27/2021 | +37.6%
|
BRP The Baldwin Insurance Group | $41.23 +0.9% | Sale $1,000,001 - $5,000,000 | 3/3/2022 | 4/27/2021 | +37.6%
|
BRP The Baldwin Insurance Group | $41.23 +0.9% | Exchange $1,000,001 - $5,000,000 | 3/26/2021 | 2/11/2021 | +44.5%
|