ITW Illinois Tool Works | $266.38 0.0% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/25/2024 | +3.2%
|
ITW Illinois Tool Works | $266.38 0.0% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/25/2024 | +3.2%
|
ADP Automatic Data Processing | $298.59 +0.4% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/24/2024 | +7.9%
|
ADP Automatic Data Processing | $298.59 +0.4% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/24/2024 | +7.9%
|
SBUX Starbucks | $98.26 -0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/14/2024 | +4.6%
|
SBUX Starbucks | $98.26 -0.1% | Sale $100,001 - $250,000 | 8/20/2024 | 8/14/2024 | +4.6%
|
JNJ Johnson & Johnson | $153.10 +0.1% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | -3.7%
|
MCD McDonald's | $290.89 +0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/7/2024 | +8.0%
|
HSY Hershey | $174.00 +2.2% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -12.9%
|
CB Chubb | $282.81 -0.4% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +6.4%
|
SBUX Starbucks | $98.26 -0.1% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +30.5%
|
AMGN Amgen | $287.87 +2.8% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -7.9%
|
ACN Accenture | $357.04 +0.9% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +12.2%
|
GD General Dynamics | $279.98 -0.3% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -2.5%
|
QQQM Invesco NASDAQ 100 ETF | $207.11 0.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +15.7%
|
UPS United Parcel Service | $132.07 -0.8% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +7.1%
|
APD Air Products and Chemicals | $327.85 0.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +18.2%
|
KVUE Kenvue | $23.78 +0.4% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +14.1%
|
IJR iShares Core S&P Small-Cap ETF | $121.02 +0.1% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +11.1%
|
FQAL Fidelity Quality Factor ETF | $66.42 +0.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +11.9%
|
WMT Walmart | $87.18 +0.7% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +28.7%
|
MSFT Microsoft | $415.49 -0.6% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +4.0%
|
NEE NextEra Energy | $76.87 -0.3% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | -0.1%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +20.2%
|
PFE Pfizer | $24.95 -0.6% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | -14.9%
|
DGRO iShares Core Dividend Growth ETF | $63.04 +0.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +8.5%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $74.86 0.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +16.1%
|
IJR iShares Core S&P Small-Cap ETF | $121.02 +0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +11.1%
|
AAPL Apple | $229.00 +0.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +10.5%
|
COST Costco Wholesale | $928.08 -0.2% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +13.6%
|
QQQ Invesco QQQ | $503.17 -0.1% | Sale $100,001 - $250,000 | 8/20/2024 | 8/6/2024 | +14.5%
|
DFS Discover Financial Services | $172.80 +0.2% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +37.9%
|
CB Chubb | $282.81 -0.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +4.2%
|
JNJ Johnson & Johnson | $153.10 +0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -6.7%
|
UPS United Parcel Service | $132.07 -0.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +3.1%
|
ACN Accenture | $357.04 +0.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +10.5%
|
PEP PepsiCo | $158.74 +1.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -10.8%
|
MCD McDonald's | $290.89 +0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +5.1%
|
PG Procter & Gamble | $170.92 +0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +0.5%
|
GD General Dynamics | $279.98 -0.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -4.2%
|
SBUX Starbucks | $98.26 -0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +29.5%
|
MRK Merck & Co., Inc. | $97.43 +0.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -15.4%
|
AMGN Amgen | $287.87 +2.8% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -13.8%
|
QQQM Invesco NASDAQ 100 ETF | $207.11 0.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +12.2%
|
APD Air Products and Chemicals | $327.85 0.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +16.4%
|
NEE NextEra Energy | $76.87 -0.3% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -1.9%
|
DFS Discover Financial Services | $172.80 +0.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +26.9%
|
LMT Lockheed Martin | $534.89 +0.3% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -2.5%
|
AAPL Apple | $229.00 +0.3% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +4.9%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +15.8%
|
GOOG Alphabet | $177.33 -1.3% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +2.8%
|
KVUE Kenvue | $23.78 +0.4% | Sale $0 - $1,000 | 8/20/2024 | 8/1/2024 | +27.6%
|
PFE Pfizer | $24.95 -0.6% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -18.6%
|
CSCO Cisco Systems | $57.50 +0.9% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +21.3%
|
COST Costco Wholesale | $928.08 -0.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +13.6%
|
WMT Walmart | $87.18 +0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +24.9%
|
BRP The Baldwin Insurance Group | $45.47 +2.8% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +44.8%
|
BRP The Baldwin Insurance Group | $45.47 +2.8% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +58.7%
|
BRP The Baldwin Insurance Group | $45.47 +2.8% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +52.3%
|
IJR iShares Core S&P Small-Cap ETF | $121.02 +0.1% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +24.1%
|
MRK Merck & Co., Inc. | $97.43 +0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -10.3%
|
UNH UnitedHealth Group | $600.50 +4.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +25.3%
|
WMT Walmart | $87.18 +0.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +59.1%
|
CSCO Cisco Systems | $57.50 +0.9% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +1.2%
|
AAPL Apple | $229.00 +0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +27.7%
|
MCD McDonald's | $290.89 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +4.0%
|
UPS United Parcel Service | $132.07 -0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -17.9%
|
V Visa | $307.39 -1.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +24.3%
|
JNJ Johnson & Johnson | $153.10 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -5.9%
|
PG Procter & Gamble | $170.92 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +10.4%
|
DFS Discover Financial Services | $172.80 +0.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +92.7%
|
QQQ Invesco QQQ | $503.17 -0.1% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +33.5%
|
GOOG Alphabet | $177.33 -1.3% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +28.7%
|
BRK.B Berkshire Hathaway | $468.83 0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +28.3%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +66.7%
|
SBUX Starbucks | $98.26 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +2.7%
|
PEP PepsiCo | $158.74 +1.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -11.3%
|
HD Home Depot | $399.98 -1.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +21.8%
|
PFE Pfizer | $24.95 -0.6% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | -26.5%
|
NEE NextEra Energy | $76.87 -0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +13.8%
|
MSFT Microsoft | $415.49 -0.6% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +22.9%
|
CMCSA Comcast | $42.99 +1.6% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +12.4%
|
COST Costco Wholesale | $928.08 -0.2% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +87.1%
|
COST Costco Wholesale | $928.08 -0.2% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +87.1%
|
AAPL Apple | $229.00 +0.3% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +36.6%
|
CMCSA Comcast | $42.99 +1.6% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +12.4%
|
FQAL Fidelity Quality Factor ETF | $66.42 +0.3% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +38.9%
|
QQQ Invesco QQQ | $503.17 -0.1% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +57.9%
|
IVV iShares Core S&P 500 ETF | $593.44 +0.0% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +42.7%
|
IJR iShares Core S&P Small-Cap ETF | $121.02 +0.1% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +26.5%
|
SBUX Starbucks | $98.26 -0.1% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -8.3%
|
WMT Walmart | $87.18 +0.7% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +77.5%
|
BRK.A Berkshire Hathaway | $703,299.99 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +53.4%
|
QQQ Invesco QQQ | $503.17 -0.1% | Sale $1,001 - $15,000 | 3/7/2023 | 2/21/2023 | +71.1%
|
MSFT Microsoft | $415.49 -0.6% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +64.4%
|
VZ Verizon Communications | $42.22 +0.7% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +4.6%
|
UNH UnitedHealth Group | $600.50 +4.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +22.2%
|
UPS United Parcel Service | $132.07 -0.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -29.3%
|
SBUX Starbucks | $98.26 -0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -9.9%
|
BRK.B Berkshire Hathaway | $468.83 0.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +51.4%
|
PFE Pfizer | $24.95 -0.6% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -42.4%
|
NEE NextEra Energy | $76.87 -0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -0.1%
|
QQQ Invesco QQQ | $503.17 -0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +62.8%
|
CMCSA Comcast | $42.99 +1.6% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +9.1%
|
CSCO Cisco Systems | $57.50 +0.9% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +18.7%
|
AAPL Apple | $229.00 +0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +47.4%
|
PNC The PNC Financial Services Group | $203.95 -0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +27.5%
|
MSFT Microsoft | $415.49 -0.6% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +54.3%
|
MDT Medtronic | $84.11 -1.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -0.4%
|
JPM JPMorgan Chase & Co. | $240.78 -1.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +67.4%
|
IJR iShares Core S&P Small-Cap ETF | $121.02 +0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +14.6%
|
CSCO Cisco Systems | $57.50 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +30.4%
|
WMT Walmart | $87.18 +0.7% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +93.4%
|
MSFT Microsoft | $415.49 -0.6% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +64.9%
|
WMT Walmart | $87.18 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +93.4%
|
MDT Medtronic | $84.11 -1.0% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | -6.9%
|
MDT Medtronic | $84.11 -1.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | -6.9%
|
IVW iShares S&P 500 Growth ETF | $99.54 -0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +56.2%
|
ONEQ Fidelity NASDAQ Composite Index ETF | $74.86 0.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +64.1%
|
CSCO Cisco Systems | $57.50 +0.9% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +30.4%
|
LMT Lockheed Martin | $534.89 +0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/12/2022 | +27.8%
|
LMT Lockheed Martin | $534.89 +0.3% | Purchase $50,001 - $100,000 | 10/11/2022 | 9/12/2022 | +27.8%
|
SBUX Starbucks | $98.26 -0.1% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +10.8%
|
SBUX Starbucks | $98.26 -0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +10.8%
|
HD Home Depot | $399.98 -1.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +33.4%
|
HD Home Depot | $399.98 -1.7% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +33.4%
|
BRP The Baldwin Insurance Group | $45.47 +2.8% | Sale $1,000,001 - $5,000,000 | 6/1/2021 | 4/27/2021 | +51.7%
|
BRP The Baldwin Insurance Group | $45.47 +2.8% | Sale $1,000,001 - $5,000,000 | 3/3/2022 | 4/27/2021 | +51.7%
|
BRP The Baldwin Insurance Group | $45.47 +2.8% | Exchange $1,000,001 - $5,000,000 | 3/26/2021 | 2/11/2021 | +59.3%
|