ITW Illinois Tool Works | $258.82 +0.3% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/25/2024 | +0.2%
|
ITW Illinois Tool Works | $258.82 +0.3% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/25/2024 | +0.2%
|
ADP Automatic Data Processing | $294.02 +0.9% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/24/2024 | +6.3%
|
ADP Automatic Data Processing | $294.02 +0.9% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/24/2024 | +6.3%
|
SBUX Starbucks | $87.97 -0.9% | Sale $1,001 - $15,000 | 8/20/2024 | 8/14/2024 | -6.3%
|
SBUX Starbucks | $87.97 -0.9% | Sale $100,001 - $250,000 | 8/20/2024 | 8/14/2024 | -6.3%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | -9.1%
|
MCD McDonald's | $292.68 +0.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/7/2024 | +8.7%
|
HSY Hershey | $170.26 +0.8% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -14.8%
|
CB Chubb | $273.20 +0.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +2.8%
|
SBUX Starbucks | $87.97 -0.9% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +16.8%
|
AMGN Amgen | $263.38 +0.8% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -15.7%
|
ACN Accenture | $366.37 -1.6% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +15.1%
|
GD General Dynamics | $263.64 +1.3% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -8.2%
|
QQQM Invesco NASDAQ 100 ETF | $213.54 +0.9% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +19.3%
|
UPS United Parcel Service | $125.68 +2.5% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +1.9%
|
APD Air Products and Chemicals | $294.99 +0.6% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +6.3%
|
KVUE Kenvue | $21.77 +0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +4.4%
|
IJR iShares Core S&P Small-Cap ETF | $115.83 +0.6% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +6.4%
|
FQAL Fidelity Quality Factor ETF | $65.84 +1.2% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +10.9%
|
WMT Walmart | $92.24 -1.2% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +36.2%
|
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +9.3%
|
NEE NextEra Energy | $71.67 +2.7% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | -6.9%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +18.6%
|
PFE Pfizer | $26.36 +2.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | -10.0%
|
DGRO iShares Core Dividend Growth ETF | $61.38 +1.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +5.6%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $77.21 +0.9% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +19.8%
|
IJR iShares Core S&P Small-Cap ETF | $115.83 +0.6% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +6.4%
|
AAPL Apple | $254.49 +1.9% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +22.8%
|
COST Costco Wholesale | $954.07 -0.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +16.8%
|
QQQ Invesco QQQ | $518.66 +0.9% | Sale $100,001 - $250,000 | 8/20/2024 | 8/6/2024 | +18.0%
|
DFS Discover Financial Services | $173.16 +2.3% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +38.2%
|
CB Chubb | $273.20 +0.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +0.7%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -12.0%
|
UPS United Parcel Service | $125.68 +2.5% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -1.9%
|
ACN Accenture | $366.37 -1.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +13.4%
|
PEP PepsiCo | $152.79 +0.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -14.2%
|
MCD McDonald's | $292.68 +0.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +5.8%
|
PG Procter & Gamble | $168.06 -0.7% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -1.2%
|
GD General Dynamics | $263.64 +1.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -9.8%
|
SBUX Starbucks | $87.97 -0.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +15.9%
|
MRK Merck & Co., Inc. | $98.05 -1.5% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -14.9%
|
AMGN Amgen | $263.38 +0.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -21.1%
|
QQQM Invesco NASDAQ 100 ETF | $213.54 +0.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +15.6%
|
APD Air Products and Chemicals | $294.99 +0.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +4.7%
|
NEE NextEra Energy | $71.67 +2.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -8.6%
|
DFS Discover Financial Services | $173.16 +2.3% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +27.2%
|
LMT Lockheed Martin | $489.02 +2.0% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -10.9%
|
AAPL Apple | $254.49 +1.9% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +16.5%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +14.3%
|
GOOG Alphabet | $192.96 +1.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +11.9%
|
KVUE Kenvue | $21.77 +0.7% | Sale $0 - $1,000 | 8/20/2024 | 8/1/2024 | +16.9%
|
PFE Pfizer | $26.36 +2.3% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -14.0%
|
CSCO Cisco Systems | $58.52 +1.5% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +23.5%
|
COST Costco Wholesale | $954.07 -0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +16.8%
|
WMT Walmart | $92.24 -1.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +32.2%
|
BRP The Baldwin Insurance Group | $39.48 +1.6% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +25.7%
|
BRP The Baldwin Insurance Group | $39.48 +1.6% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +37.8%
|
BRP The Baldwin Insurance Group | $39.48 +1.6% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +32.2%
|
IJR iShares Core S&P Small-Cap ETF | $115.83 +0.6% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +18.8%
|
MRK Merck & Co., Inc. | $98.05 -1.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -9.7%
|
UNH UnitedHealth Group | $500.13 +2.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +4.3%
|
WMT Walmart | $92.24 -1.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +68.4%
|
CSCO Cisco Systems | $58.52 +1.5% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +3.0%
|
AAPL Apple | $254.49 +1.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +41.9%
|
MCD McDonald's | $292.68 +0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +4.6%
|
UPS United Parcel Service | $125.68 +2.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -21.9%
|
V Visa | $317.71 +0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +28.5%
|
JNJ Johnson & Johnson | $144.47 +0.6% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -11.2%
|
PG Procter & Gamble | $168.06 -0.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +8.6%
|
DFS Discover Financial Services | $173.16 +2.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +93.1%
|
QQQ Invesco QQQ | $518.66 +0.9% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +37.6%
|
GOOG Alphabet | $192.96 +1.7% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +40.1%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +24.0%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +64.5%
|
SBUX Starbucks | $87.97 -0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -8.0%
|
PEP PepsiCo | $152.79 +0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -14.6%
|
HD Home Depot | $392.60 +2.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +19.6%
|
PFE Pfizer | $26.36 +2.3% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | -22.3%
|
NEE NextEra Energy | $71.67 +2.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +6.1%
|
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +29.2%
|
SBUX Starbucks | $87.97 -0.9% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -17.9%
|
IJR iShares Core S&P Small-Cap ETF | $115.83 +0.6% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +21.1%
|
IVV iShares Core S&P 500 ETF | $593.33 +1.1% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +42.6%
|
QQQ Invesco QQQ | $518.66 +0.9% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +62.7%
|
FQAL Fidelity Quality Factor ETF | $65.84 +1.2% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +37.7%
|
CMCSA Comcast | $38.22 +2.2% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | -0.1%
|
AAPL Apple | $254.49 +1.9% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +51.8%
|
CMCSA Comcast | $38.22 +2.2% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -0.1%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +92.3%
|
COST Costco Wholesale | $954.07 -0.1% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +92.3%
|
WMT Walmart | $92.24 -1.2% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +87.8%
|
BRK.A Berkshire Hathaway | $682,500.00 +1.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +48.9%
|
QQQ Invesco QQQ | $518.66 +0.9% | Sale $1,001 - $15,000 | 3/7/2023 | 2/21/2023 | +76.4%
|
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +72.8%
|
UNH UnitedHealth Group | $500.13 +2.2% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +1.8%
|
UPS United Parcel Service | $125.68 +2.5% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -32.7%
|
SBUX Starbucks | $87.97 -0.9% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -19.3%
|
BRK.B Berkshire Hathaway | $453.20 +0.9% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +46.4%
|
PFE Pfizer | $26.36 +2.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -39.2%
|
NEE NextEra Energy | $71.67 +2.7% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -6.8%
|
QQQ Invesco QQQ | $518.66 +0.9% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +67.8%
|
CMCSA Comcast | $38.22 +2.2% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -3.0%
|
CSCO Cisco Systems | $58.52 +1.5% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +20.8%
|
VZ Verizon Communications | $39.93 -0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -1.1%
|
AAPL Apple | $254.49 +1.9% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +63.8%
|
PNC The PNC Financial Services Group | $192.76 +1.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +20.5%
|
MSFT Microsoft | $436.60 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +62.1%
|
MDT Medtronic | $81.03 +1.3% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -4.1%
|
JPM JPMorgan Chase & Co. | $237.60 +2.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +65.2%
|
IJR iShares Core S&P Small-Cap ETF | $115.83 +0.6% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +9.7%
|
MDT Medtronic | $81.03 +1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | -10.3%
|
IVW iShares S&P 500 Growth ETF | $102.76 +1.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +61.2%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $77.21 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +69.2%
|
CSCO Cisco Systems | $58.52 +1.5% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +32.7%
|
MDT Medtronic | $81.03 +1.3% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | -10.3%
|
WMT Walmart | $92.24 -1.2% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +104.6%
|
MSFT Microsoft | $436.60 -0.1% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +73.3%
|
WMT Walmart | $92.24 -1.2% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +104.6%
|
CSCO Cisco Systems | $58.52 +1.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +32.7%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $50,001 - $100,000 | 10/11/2022 | 9/12/2022 | +16.8%
|
LMT Lockheed Martin | $489.02 +2.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/12/2022 | +16.8%
|
HD Home Depot | $392.60 +2.0% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +31.0%
|
HD Home Depot | $392.60 +2.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +31.0%
|
SBUX Starbucks | $87.97 -0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | -0.8%
|
SBUX Starbucks | $87.97 -0.9% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | -0.8%
|
BRP The Baldwin Insurance Group | $39.48 +1.6% | Sale $1,000,001 - $5,000,000 | 6/1/2021 | 4/27/2021 | +31.7%
|
BRP The Baldwin Insurance Group | $39.48 +1.6% | Sale $1,000,001 - $5,000,000 | 3/3/2022 | 4/27/2021 | +31.7%
|
BRP The Baldwin Insurance Group | $39.48 +1.6% | Exchange $1,000,001 - $5,000,000 | 3/26/2021 | 2/11/2021 | +38.3%
|