Jared Moskowitz
D-FL-23 Representative for Florida’s 23rd district Democrat In Congress since 2023
- 380trades · 3 yrs
- 235buys
- 145sells
- 32dmedian wait
- 40filed late
Jared Moskowitz disclosed 380 trades made since Oct 4, 2023: 235 buys and 145 sales. The most traded name was AVGO (12 trades). The latest, made Jul 13, 2026, was filed Aug 27, 2026.
Trades over time
Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date
Buys
Sells
Trades
380 trades since Oct 4, 2023 · newest first
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GWWW.W. Grainger, Inc.Sell · part$1K–$15KTraded Jul 13Filed Aug 27 45d
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STESTERIS plcSell$1K–$15KTraded Jul 13Filed Aug 27 45d
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AMATApplied Materials, Inc.Buy$1K–$15KTraded Jul 13Filed Aug 27 45d
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AMATApplied Materials, Inc.Buy$1K–$15KTraded Jun 18Filed Jul 26 38d
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AMATApplied Materials, Inc.Buy$1K–$15KTraded Jun 18Filed Jul 26 38d
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AMATApplied Materials, Inc.Buy$1K–$15KTraded Jun 18Filed Jul 26 38d
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SPGIS&P Global Inc.Sell$1K–$15KTraded Jun 17Filed Jul 26 39d
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SPGIS&P Global Inc.Sell$1K–$15KTraded Jun 17Filed Jul 26 39d
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SPGIS&P Global Inc.Sell$1K–$15KTraded Jun 17Filed Jul 26 39d
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MNSTMonster Beverage CorporationBuy$1K–$15KTraded Jun 17Filed Jul 26 39d
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MNSTMonster Beverage CorporationBuy$1K–$15KTraded Jun 17Filed Jul 26 39d
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MSFTMicrosoft CorporationBuy$1K–$15KTraded Jun 17Filed Jul 26 39d
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MSFTMicrosoft CorporationBuy$1K–$15KTraded Jun 17Filed Jul 26 39d
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METAMeta Platforms, Inc.Buy$1K–$15KTraded Jun 17Filed Jul 26 39d
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METAMeta Platforms, Inc.Buy$1K–$15KTraded Jun 17Filed Jul 26 39d
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HDHome Depot, Inc.Buy$1K–$15KTraded Jun 17Filed Jul 26 39d
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HCAHCA Healthcare, Inc.Buy$1K–$15KTraded Jun 17Filed Jul 26 39d
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HCAHCA Healthcare, Inc.Buy$1K–$15KTraded Jun 17Filed Jul 26 39d
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SPCXSpace Exploration Technologies Corp.Buy$1K–$15KTraded Jun 12Filed Jul 26 44d
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GILDGilead Sciences, Inc.Buy$1K–$15KTraded May 6Filed Jun 19 44d
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GILDGilead Sciences, Inc.Buy$1K–$15KTraded May 6Filed Jun 19 44d
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CORCencora, Inc.Sell$1K–$15KTraded May 6Filed Jun 19 44d
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CORCencora, Inc.Sell$1K–$15KTraded May 6Filed Jun 19 44d
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QCOMQUALCOMM IncorporatedSell$15K–$50KTraded Mar 31Filed Apr 30 30d
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PHParker-Hannifin CorporationBuy$1K–$15KTraded Mar 31Filed Apr 30 30d
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PANWPalo Alto Networks, Inc.Buy$1K–$15KTraded Mar 31Filed Apr 30 30d
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MSIMotorola Solutions, Inc.Buy$1K–$15KTraded Mar 31Filed Apr 30 30d
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MCDMcDonald's CorporationBuy$1K–$15KTraded Mar 31Filed Apr 30 30d
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HDHome Depot, Inc.Buy$1K–$15KTraded Mar 31Filed Apr 30 30d
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GDGeneral Dynamics CorporationBuy$1K–$15KTraded Mar 31Filed Apr 30 30d
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GEGE AerospaceBuy$1K–$15KTraded Mar 31Filed Apr 30 30d
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CMICummins Inc.Sell · part$1K–$15KTraded Mar 31Filed Apr 30 30d
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CBChubb LimitedBuy$1K–$15KTraded Mar 31Filed Apr 30 30d
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CORCencora, Inc.Buy$1K–$15KTraded Mar 31Filed Apr 30 30d
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CATCaterpillar, Inc.Sell · part$1K–$15KTraded Mar 31Filed Apr 30 30d
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AVGOBroadcom Inc.Buy$1K–$15KTraded Mar 31Filed Apr 30 30d
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ASMLASML Holding N.V. - New York Registry SharesBuy$1K–$15KTraded Mar 31Filed Apr 30 30d
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AXPAmerican Express CompanyBuy$1K–$15KTraded Mar 31Filed Apr 30 30d
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TSCOTractor Supply CompanySell$15K–$50KTraded Mar 23Filed Apr 30 38d
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TSCOTractor Supply CompanySell$1K–$15KTraded Mar 23Filed Apr 30 38d
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TSCOTractor Supply CompanySell$1K–$15KTraded Mar 23Filed Apr 30 38d
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TJXTJX Companies, Inc.Buy$1K–$15KTraded Mar 23Filed Apr 30 38d
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CIThe Cigna GroupSell$1K–$15KTraded Mar 23Filed Apr 30 38d
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CIThe Cigna GroupSell$1K–$15KTraded Mar 23Filed Apr 30 38d
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PHParker-Hannifin CorporationBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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PHParker-Hannifin CorporationBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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PANWPalo Alto Networks, Inc.Buy$1K–$15KTraded Mar 23Filed Apr 30 38d
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PANWPalo Alto Networks, Inc.Buy$1K–$15KTraded Mar 23Filed Apr 30 38d
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ORCLOracle CorporationSell$15K–$50KTraded Mar 23Filed Apr 30 38d
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ORCLOracle CorporationSell$1K–$15KTraded Mar 23Filed Apr 30 38d
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ORCLOracle CorporationSell$1K–$15KTraded Mar 23Filed Apr 30 38d
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MSIMotorola Solutions, Inc.Buy$1K–$15KTraded Mar 23Filed Apr 30 38d
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MSIMotorola Solutions, Inc.Buy$1K–$15KTraded Mar 23Filed Apr 30 38d
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MNSTMonster Beverage CorporationBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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MNSTMonster Beverage CorporationBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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GDGeneral Dynamics CorporationBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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GDGeneral Dynamics CorporationBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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GEGE AerospaceBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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GEGE AerospaceBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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CORCencora, Inc.Buy$1K–$15KTraded Mar 23Filed Apr 30 38d
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CORCencora, Inc.Buy$1K–$15KTraded Mar 23Filed Apr 30 38d
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BROBrown & Brown, Inc.Sell$1K–$15KTraded Mar 23Filed Apr 30 38d
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BROBrown & Brown, Inc.Sell$1K–$15KTraded Mar 23Filed Apr 30 38d
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BROBrown & Brown, Inc.Sell$1K–$15KTraded Mar 23Filed Apr 30 38d
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ADPAutomatic Data Processing, Inc.Sell$1K–$15KTraded Mar 23Filed Apr 30 38d
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ADPAutomatic Data Processing, Inc.Sell$1K–$15KTraded Mar 23Filed Apr 30 38d
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ADPAutomatic Data Processing, Inc.Sell$1K–$15KTraded Mar 23Filed Apr 30 38d
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ASMLASML Holding N.V. - New York Registry SharesBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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ASMLASML Holding N.V. - New York Registry SharesBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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ASMLASML Holding N.V. - New York Registry SharesBuy$1K–$15KTraded Mar 23Filed Apr 30 38d
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ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Mar 23Filed Apr 30 38d
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ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Mar 23Filed Apr 30 38d
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ACNAccenture plc Class A Ordinary SharesSell$1K–$15KTraded Mar 23Filed Apr 30 38d
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ROPRoper Technologies, Inc.Sell$1K–$15KTraded Feb 27Filed Mar 30 31d
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ROPRoper Technologies, Inc.Sell$1K–$15KTraded Feb 27Filed Mar 30 31d
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ROPRoper Technologies, Inc.Sell$1K–$15KTraded Feb 27Filed Mar 30 31d
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SOSouthern CompanyBuy$1K–$15KTraded Dec 2, 2025Filed Jan 16 45d
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PEGPublic Service Enterprise Group IncorporatedBuy$1K–$15KTraded Dec 2, 2025Filed Jan 16 45d
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PEPPepsico, Inc.Sell$15K–$50KTraded Dec 2, 2025Filed Jan 16 45d
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PEPPepsico, Inc.Sell$1K–$15KTraded Dec 2, 2025Filed Jan 16 45d
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PEPPepsico, Inc.Sell$1K–$15KTraded Dec 2, 2025Filed Jan 16 45d
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MCKMcKesson CorporationBuy$1K–$15KTraded Dec 2, 2025Filed Jan 16 45d
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MCKMcKesson CorporationBuy$1K–$15KTraded Dec 2, 2025Filed Jan 16 45d
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ATOAtmos Energy CorporationBuy$1K–$15KTraded Dec 2, 2025Filed Jan 16 45d
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TXNTexas Instruments IncorporatedSell$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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TXNTexas Instruments IncorporatedSell$15K–$50KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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TXNTexas Instruments IncorporatedSell$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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TSMTaiwan Semiconductor Manufacturing Company Ltd.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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SHWSherwin-Williams CompanySell$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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SHWSherwin-Williams CompanySell$15K–$50KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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SHWSherwin-Williams CompanySell$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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MCKMcKesson CorporationBuy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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JNJJohnson & JohnsonSell · part$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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JNJJohnson & JohnsonSell · part$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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GSGoldman Sachs Group, Inc.Buy$15K–$50KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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GSGoldman Sachs Group, Inc.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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GSGoldman Sachs Group, Inc.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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DELLDell Technologies Inc.Buy$15K–$50KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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DELLDell Technologies Inc.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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DELLDell Technologies Inc.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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CSCOCisco Systems, Inc.Buy$15K–$50KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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CSCOCisco Systems, Inc.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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CSCOCisco Systems, Inc.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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CARRCarrier Global CorporationSell$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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CARRCarrier Global CorporationSell$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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CARRCarrier Global CorporationSell$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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AVGOBroadcom Inc.Buy$15K–$50KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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AVGOBroadcom Inc.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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AVGOBroadcom Inc.Buy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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AXPAmerican Express CompanyBuy$15K–$50KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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AXPAmerican Express CompanyBuy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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AXPAmerican Express CompanyBuy$1K–$15KTraded Oct 10, 2025Filed Nov 22, 2025 43d
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UNHUnitedHealth Group IncorporatedSell$1K–$15KTraded May 15, 2025Filed Jun 27, 2025 43d
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UNHUnitedHealth Group IncorporatedSell$1K–$15KTraded May 15, 2025Filed Jun 27, 2025 43d
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UNHUnitedHealth Group IncorporatedSell$1K–$15KTraded May 15, 2025Filed Jun 27, 2025 43d
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CIThe Cigna GroupBuy$1K–$15KTraded May 15, 2025Filed Jun 27, 2025 43d
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CIThe Cigna GroupBuy$1K–$15KTraded May 15, 2025Filed Jun 27, 2025 43d
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HCAHCA Healthcare, Inc.Buy$1K–$15KTraded May 15, 2025Filed Jun 27, 2025 43d
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HCAHCA Healthcare, Inc.Buy$1K–$15KTraded May 15, 2025Filed Jun 27, 2025 43d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Apr 16, 2025Filed May 9, 2025 23d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Apr 16, 2025Filed May 9, 2025 23d
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AMGNAmgen Inc.Buy$1K–$15KTraded Apr 16, 2025Filed May 9, 2025 23d
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AMGNAmgen Inc.Buy$1K–$15KTraded Apr 16, 2025Filed May 9, 2025 23d
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SBUXStarbucks CorporationSell$1K–$15KTraded Apr 10, 2025Filed May 9, 2025 29d
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SBUXStarbucks CorporationSell$1K–$15KTraded Apr 10, 2025Filed May 9, 2025 29d
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SBUXStarbucks CorporationSell$1K–$15KTraded Apr 10, 2025Filed May 9, 2025 29d
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GSGoldman Sachs Group, Inc.Sell$15K–$50KTraded Apr 10, 2025Filed May 9, 2025 29d
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GSGoldman Sachs Group, Inc.Sell$1K–$15KTraded Apr 10, 2025Filed May 9, 2025 29d
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GSGoldman Sachs Group, Inc.Sell$1K–$15KTraded Apr 10, 2025Filed May 9, 2025 29d
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VVisa Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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TSCOTractor Supply CompanyBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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TJXTJX Companies, Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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TXNTexas Instruments IncorporatedBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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SYKStryker CorporationBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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SOSouthern CompanyBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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SHWSherwin-Williams CompanyBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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RPMRPM International Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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QCOMQUALCOMM IncorporatedBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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PEPPepsico, Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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ORCLOracle CorporationBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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NEENextEra Energy, Inc.Sell$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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LMTLockheed Martin CorporationBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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LECOLincoln Electric Holdings, Inc. - Common SharesSell$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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ITWIllinois Tool Works Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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HONHoneywell International Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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GSGoldman Sachs Group, Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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CATCaterpillar, Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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CARRCarrier Global CorporationBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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ADIAnalog Devices, Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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AMZNAmazon.com, Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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ACNAccenture plc Class A Ordinary SharesBuy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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ABBVAbbVie Inc.Buy$1K–$15KTraded Apr 7, 2025Filed May 9, 2025 32d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Mar 11, 2025Filed Apr 8, 2025 28d
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AVGOBroadcom Inc.Sell$15K–$50KTraded Mar 11, 2025Filed Apr 8, 2025 28d
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TJXTJX Companies, Inc.Buy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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TJXTJX Companies, Inc.Buy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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TJXTJX Companies, Inc.Buy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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GLDWSPDR Long Dollar Gold TrustBuy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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GLDWSPDR Long Dollar Gold TrustBuy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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GLDWSPDR Long Dollar Gold TrustBuy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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ELVElevance Health, Inc.Sell$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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ELVElevance Health, Inc.Sell$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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ELVElevance Health, Inc.Sell$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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AVGOBroadcom Inc.Sell$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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AVGOBroadcom Inc.Sell$1K–$15KTraded Mar 10, 2025Filed Apr 8, 2025 29d
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WSTWest Pharmaceutical Services, Inc.Sell$1K–$15KTraded Feb 13, 2025Filed Mar 6, 2025 21d
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SYKStryker CorporationBuy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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SYKStryker CorporationBuy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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MRKMerck & Company, Inc.Sell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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MRKMerck & Company, Inc.Sell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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MRKMerck & Company, Inc.Sell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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MCKMcKesson CorporationBuy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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MCKMcKesson CorporationBuy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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GSGoldman Sachs Group, Inc.Buy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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GSGoldman Sachs Group, Inc.Buy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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GSGoldman Sachs Group, Inc.Buy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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CNICanadian National Railway CompanySell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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CNICanadian National Railway CompanySell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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CNICanadian National Railway CompanySell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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ABBVAbbVie Inc.Buy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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ABBVAbbVie Inc.Buy$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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ABTAbbott LaboratoriesSell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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ABTAbbott LaboratoriesSell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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ABTAbbott LaboratoriesSell$1K–$15KTraded Jan 15, 2025Filed Feb 10, 2025 26d
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WSTWest Pharmaceutical Services, Inc.Sell$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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TSCOTractor Supply CompanyBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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TSCOTractor Supply CompanyBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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TMUST-Mobile US, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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The Energy Select Sector SPDR Fund (XLE)Buy$15K–$50KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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TXNTexas Instruments IncorporatedBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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SHWSherwin-Williams CompanyBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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SHWSherwin-Williams CompanyBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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SHWSherwin-Williams CompanyBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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SBCFSeacoast Banking Corporation of FloridaSell$50K–$100KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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SBCFSeacoast Banking Corporation of FloridaSell$15K–$50KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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QCOMQUALCOMM IncorporatedBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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PEPPepsico, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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PEPPepsico, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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ORCLOracle CorporationBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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NVDANVIDIA CorporationBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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METAMeta Platforms, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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MRKMerck & Company, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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MCDMcDonald's CorporationBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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LMTLockheed Martin CorporationBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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JPMJP Morgan Chase & Co.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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JNJJohnson & JohnsonBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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HDHome Depot, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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XOMExxon Mobil CorporationSell$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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ELVElevance Health, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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CMICummins Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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CMICummins Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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CVXChevron CorporationSell$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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AVGOBroadcom Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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AVGOBroadcom Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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BRK.BBerkshire Hathaway Inc. NewBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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ATOAtmos Energy CorporationBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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ADIAnalog Devices, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
-
AMZNAmazon.com, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
-
AMZNAmazon.com, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
-
AMZNAmazon.com, Inc.Buy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
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GOOGAlphabet Inc. - Class C Capital StockBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
-
ACNAccenture plc Class A Ordinary SharesBuy$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
-
AOSA.O. Smith CorporationSell$1K–$15KTraded Nov 8, 2024Filed Dec 9, 2024 31d
-
CMCSAComcast CorporationSell$1K–$15KTraded Jul 17, 2024Filed Aug 6, 2024 20d
-
ZTSZoetis Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
WECWEC Energy Group, Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
WMWaste Management, Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
TDToronto Dominion BankSell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
SOSouthern CompanyBuy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
SNASnap-On IncorporatedSell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
SHWSherwin-Williams CompanyBuy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
SHWSherwin-Williams CompanyBuy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
PNCPNC Financial Services Group, Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
ORCLOracle CorporationBuy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
NOCNorthrop Grumman CorporationSell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
MDLZMondelez International, Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
MAMastercard IncorporatedSell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
LOWLowe's Companies, Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
JPMJP Morgan Chase & Co.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
FDSFactSet Research Systems Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
CMCSAComcast CorporationSell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
CBChubb LimitedBuy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
AMZNAmazon.com, Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
AMZNAmazon.com, Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
ALLAllstate CorporationSell$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
ABTAbbott LaboratoriesBuy$1K–$15KTraded Jul 5, 2024Filed Aug 19, 2024 45d
-
ZTSZoetis Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
ZTSZoetis Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
WECWEC Energy Group, Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
WMWaste Management, Inc.Sell · part$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
GWWW.W. Grainger, Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
TDToronto Dominion BankSell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
SOSouthern CompanyBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
SOSouthern CompanyBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
SHWSherwin-Williams CompanyBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
ROPRoper Technologies, Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
PNCPNC Financial Services Group, Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
ORCLOracle CorporationBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
ORCLOracle CorporationBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
NVDANVIDIA CorporationBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
NVDANVIDIA CorporationBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
NOCNorthrop Grumman CorporationSell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
MDLZMondelez International, Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
MAMastercard IncorporatedSell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
MAMastercard IncorporatedSell · part$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
LINLinde plc - Ordinary SharesBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
JPMJP Morgan Chase & Co.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
FDSFactSet Research Systems Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
FDSFactSet Research Systems Inc.Sell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
ELVElevance Health, Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
CMCSAComcast CorporationSell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
AVGOBroadcom Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
BRK.BBerkshire Hathaway Inc. NewBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
BRK.BBerkshire Hathaway Inc. NewBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
ATOAtmos Energy CorporationBuy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
AMZNAmazon.com, Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
AMZNAmazon.com, Inc.Buy$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
ALLAllstate CorporationSell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
ALLAllstate CorporationSell$1K–$15KTraded Jul 5, 2024Filed Aug 6, 2024 32d
-
WECWEC Energy Group, Inc.Sell$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
TSCOTractor Supply CompanyBuy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
TDToronto Dominion BankSell$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
SNASnap-On IncorporatedBuy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
PNCPNC Financial Services Group, Inc.Sell$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
NOCNorthrop Grumman CorporationSell$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
NEENextEra Energy, Inc.Buy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
MDLZMondelez International, Inc.Buy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
LMTLockheed Martin CorporationBuy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
JPMJP Morgan Chase & Co.Buy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
JNJJohnson & JohnsonBuy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
FDSFactSet Research Systems Inc.Buy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
ELVElevance Health, Inc.Buy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
BBYBest Buy Co., Inc.Sell$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
GOOGAlphabet Inc. - Class C Capital StockBuy$1K–$15KTraded Jul 1, 2024Filed Aug 6, 2024 36d
-
UNHUnitedHealth Group IncorporatedBuy$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
TMUST-Mobile US, Inc.Buy$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
SOSouthern CompanySell$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
SPGIS&P Global Inc.Buy$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
RPMRPM International Inc.Buy$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
NEENextEra Energy, Inc.Sell · part$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
LMTLockheed Martin CorporationBuy$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
ELVElevance Health, Inc.Buy$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
AAPLApple Inc.Buy$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
GOOGAlphabet Inc. - Class C Capital StockBuy$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
ABTAbbott LaboratoriesSell$1K–$15KTraded Feb 13, 2024Filed Aug 21, 2024 190d
-
SNASnap-On IncorporatedBuy$1K–$15KTraded Feb 1, 2024Filed Aug 21, 2024 202d
-
NKENike, Inc.Sell$1K–$15KTraded Feb 1, 2024Filed Aug 21, 2024 202d
-
MDLZMondelez International, Inc.Buy$1K–$15KTraded Feb 1, 2024Filed Aug 21, 2024 202d
-
KMBKimberly-Clark CorporationSell$1K–$15KTraded Feb 1, 2024Filed Aug 21, 2024 202d
-
FDSFactSet Research Systems Inc.Buy$1K–$15KTraded Feb 1, 2024Filed Aug 21, 2024 202d
-
ELVElevance Health, Inc.Buy$1K–$15KTraded Feb 1, 2024Filed Aug 21, 2024 202d
-
APDAir Products and Chemicals, Inc.Sell$1K–$15KTraded Feb 1, 2024Filed Aug 21, 2024 202d
-
SNASnap-On IncorporatedBuy$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
NKENike, Inc.Sell$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
NKENike, Inc.Sell$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
KMBKimberly-Clark CorporationSell$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
KMBKimberly-Clark CorporationSell$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
FDSFactSet Research Systems Inc.Buy$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
FDSFactSet Research Systems Inc.Buy$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
ELVElevance Health, Inc.Buy$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
APDAir Products and Chemicals, Inc.Sell$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
APDAir Products and Chemicals, Inc.Sell$1K–$15KTraded Feb 1, 2024Filed Aug 6, 2024 187d
-
ZTSZoetis Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
WSTWest Pharmaceutical Services, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
TMUST-Mobile US, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
MDTMedtronic plc. Ordinary SharesSell$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
MCDMcDonald's CorporationBuy$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
JKHYJack Henry & Associates, Inc.Sell$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
HRLHormel Foods CorporationSell$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
LLYEli Lilly and CompanyBuy$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
COSTCostco Wholesale CorporationBuy$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
CATCaterpillar, Inc.Sell$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
BROBrown & Brown, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Aug 21, 2024 237d
-
WSTWest Pharmaceutical Services, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
DISWalt Disney CompanySell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
DISWalt Disney CompanySell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
TSCOTractor Supply CompanyBuy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
TMUST-Mobile US, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
TMUST-Mobile US, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
SYYSysco CorporationSell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
SYYSysco CorporationSell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
SHWSherwin-Williams CompanySell · part$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
SHWSherwin-Williams CompanySell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
ROPRoper Technologies, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
ROPRoper Technologies, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
PFEPfizer, Inc.Sell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
PFEPfizer, Inc.Sell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
METAMeta Platforms, Inc. - Class ABuy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
METAMeta Platforms, Inc. - Class ABuy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
MRKMerck & Company, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
MRKMerck & Company, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
MDTMedtronic plc. Ordinary SharesSell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
MDTMedtronic plc. Ordinary SharesSell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
JKHYJack Henry & Associates, Inc.Sell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
JKHYJack Henry & Associates, Inc.Sell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
HRLHormel Foods CorporationSell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
HRLHormel Foods CorporationSell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
LLYEli Lilly and CompanyBuy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
LLYEli Lilly and CompanyBuy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
DGDollar General CorporationSell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
DGDollar General CorporationSell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
BBYBest Buy Co., Inc.Sell$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
ADIAnalog Devices, Inc.Buy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
GOOGAlphabet Inc. - Class C Capital StockBuy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
GOOGAlphabet Inc. - Class C Capital StockBuy$1K–$15KTraded Dec 28, 2023Filed Jan 22, 2024 25d
-
TMUST-Mobile US, Inc.Buy$1K–$15KTraded Dec 26, 2023Filed Aug 21, 2024 239d
-
SBCFSeacoast Banking Corporation of FloridaSell · part$15K–$50KTraded Dec 14, 2023Filed Jan 22, 2024 39d
-
SBCFSeacoast Banking Corporation of FloridaSell · part$15K–$50KTraded Dec 14, 2023Filed Jan 22, 2024 39d
No trades match these filters.
Reported holdings
2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed · changes vs 2024
$5.8M–$22.2M
sum of 323 disclosed ranges
- Cash 14
- Stock 193
- Fund 92
- Private business 4
- Other 4
- Real estate 13
- Cash AccountSelf$1M–$5M▲ $500K–$1M
- Cash AccountsSelf$1M–$5MSame band
- Marcus Savings AccountJoint$500K–$1M▲ $250K–$500K
- AMZNAmazon.com, Inc.Self$250K–$500KSame band
- Cash AccountChild$250K–$500K▲ $100K–$250K
- Goldman Sachs Savings AccountSelf$250K–$500KSame band
- MOD LLCSpouse$250K–$500K▼ $500K–$1M
- CDsSelf$100K–$250K▼ $500K–$1M
- Cash AccountChild$100K–$250KSame band
- US Treasury STRIPSelf$100K–$250KNew
- American Funds Fundamental Investors® Class R-2Self$50K–$100K▲ $15K–$50K
- American Funds The Growth Fund of America® Class R-2Self$50K–$100KNew
- AAPLApple Inc.Self$50K–$100KSame band
- BLUE CHIP GROWTH PORTFOLIO AChild$50K–$100KSame band
- BACBank of America CorporationSelf$50K–$100KSame band
- Cash AccountSpouse$50K–$100KNew
- GSGoldman Sachs Group, Inc.Self$50K–$100K▲ $15K–$50K
- Invesco American Franchise Fund Class RSelf$50K–$100KSame band
- MainStay Growth Allocation Class ASelf$50K–$100KSame band
- Mass Mutual Whole Life InsuranceSelf$50K–$100K▲ $15K–$50K
- Mass Mutual Whole Life InsuranceSpouse$50K–$100K▲ $15K–$50K
- MSFTMicrosoft CorporationSelf$50K–$100K▲ $15K–$50K
- SPYMState Street SPDR Portfolio S&P 500 ETFSpouse$50K–$100KNew
- AEXLABSelf$15K–$50KSame band
- ABBVAbbVie Inc.Self$15K–$50KNew
- ACNAccenture plc Class A Ordinary SharesSelf$15K–$50K▲ $1K–$15K
- GOOGAlphabet Inc. - Class C Capital StockSelf$15K–$50KSame band
- AMZNAmazon.com, Inc.Self$15K–$50K▼ $250K–$500K
- AMZNAmazon.com, Inc.Child$15K–$50KSame band
- AXPAmerican Express CompanySelf$15K–$50KNew
- RBMTXAmerican Funds 2055 Target Date Retirement Fund® Class R-2Self$15K–$50KSame band
- RITBXAmerican Funds American High-Income Trust® Class R-2Self$15K–$50KSame band
- AMGNAmgen Inc.Self$15K–$50KSame band
- AMGNAmgen Inc.Self$15K–$50KSame band
- ADIAnalog Devices, Inc.Self$15K–$50K▲ $1K–$15K
- AAPLApple Inc.Self$15K–$50K▼ $50K–$100K
- AAPLApple Inc.Child$15K–$50KSame band
- AAPLApple Inc.Self$15K–$50K▼ $50K–$100K
- AAPLApple Inc.Child$15K–$50KSame band
- AAPLApple Inc.Child$15K–$50KSame band
- ATOAtmos Energy CorporationSelf$15K–$50K▲ $1K–$15K
- BRK.BBerkshire Hathaway Inc. NewSelf$15K–$50KSame band
- AVGOBroadcom Inc.Self$15K–$50KSame band
- Cash AccountSelf$15K–$50K▼ $500K–$1M
- CATCaterpillar, Inc.Self$15K–$50K▲ $1K–$15K
- CSCOCisco Systems, Inc.Self$15K–$50KNew
- COSTCostco Wholesale CorporationSelf$15K–$50KSame band
- CMICummins Inc.Self$15K–$50K▲ $1K–$15K
- DELLDell Technologies Inc.Self$15K–$50KNew
- LLYEli Lilly and CompanySelf$15K–$50KSame band
- RACEFerrari N.V. Common SharesSelf$15K–$50K▼ $50K–$100K
- GSGoldman Sachs Group, Inc.Self$15K–$50KSame band
- HDHome Depot, Inc.Self$15K–$50KSame band
- ITWIllinois Tool Works Inc.Self$15K–$50K▲ $1K–$15K
- JPMJP Morgan Chase & Co.Self$15K–$50KSame band
- JNJJohnson & JohnsonSelf$15K–$50KSame band
- JNJJohnson & JohnsonSelf$15K–$50KSame band
- LINLinde plc - Ordinary SharesSelf$15K–$50K▲ $1K–$15K
- LMTLockheed Martin CorporationSelf$15K–$50K▲ $1K–$15K
- MIAMI-DADE CNTY FL AVIATION REV REF-BSelf$15K–$50KSame band
- MID-CAP VALUE PORTFOLIO AChild$15K–$50KSame band
- MainStay MacKay High Yield Corporate Bond Fund Class ASelf$15K–$50KSame band
- MCDMcDonald's CorporationSelf$15K–$50KSame band
- MCKMcKesson CorporationSelf$15K–$50KNew
- METAMeta Platforms, Inc. - Class ASelf$15K–$50KSame band
- MSFTMicrosoft CorporationSelf$15K–$50KSame band
- MSFTMicrosoft CorporationChild$15K–$50K▲ $1K–$15K
- NEW HORIZONS PORTFOLIO AChild$15K–$50KSame band
- NVDANVIDIA CorporationSelf$15K–$50K▲ $1K–$15K
- ORCLOracle CorporationSelf$15K–$50K▲ $1K–$15K
- PEGPublic Service Enterprise Group IncorporatedSelf$15K–$50K▲ $1K–$15K
- PSGRXPutnam Small Cap Growth Fund Class RSelf$15K–$50KSame band
- QCOMQUALCOMM IncorporatedSelf$15K–$50K▲ $1K–$15K
- RPMRPM International Inc.Self$15K–$50K▲ $1K–$15K
- SPGIS&P Global Inc.Self$15K–$50KSame band
- GLDSPDR Gold SharesSelf$15K–$50KNew
- XLESPDR Select Sector Fund - Energy Select SectorSelf$15K–$50KSame band
- SOSouthern CompanySelf$15K–$50K▲ $1K–$15K
- XLEState Street Energy Select Sector SPDR ETFChild$15K–$50K▲ $1K–$15K
- SPYMState Street SPDR Portfolio S&P 500 ETFSelf$15K–$50KNew
- Stationhead, Inc.Self$15K–$50KSame band
- SYKStryker CorporationSelf$15K–$50K▲ $1K–$15K
- TMUST-Mobile US, Inc.Self$15K–$50KSame band
- TJXTJX Companies, Inc.Self$15K–$50KNew
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Self$15K–$50KNew
- TSLATesla, Inc.Self$15K–$50KSame band
- TSLATesla, Inc.Self$15K–$50KSame band
- TSCOTractor Supply CompanySelf$15K–$50K▲ $1K–$15K
- NTREAUBT 529 TROWE PRICE EQ INC AChild$15K–$50KSame band
- NTEICUBT 529 TROWE PRICE EQ INC CChild$15K–$50KSame band
- UBERUber Technologies, Inc.Self$15K–$50K▲ $1K–$15K
- VEAVanguard FTSE Developed Markets ETFSelf$15K–$50KSame band
- VEAVanguard FTSE Developed Markets ETFSpouse$15K–$50KSame band
- Vanguard Total Stock MarketSelf$15K–$50KSame band
- VVisa Inc.Self$15K–$50K▲ $1K–$15K
- GWWW.W. Grainger, Inc.Self$15K–$50KSame band
- WMTWalmart Inc.Self$15K–$50KSame band
- AGGiShares Core U.S. Aggregate Bond ETFSpouse$15K–$50K▲ $1K–$15K
- ABBVAbbVie Inc.Child$1K–$15KNew
- ABBVAbbVie Inc.Child$1K–$15KNew
- ACNAccenture plc Class A Ordinary SharesChild$1K–$15KSame band
- ACNAccenture plc Class A Ordinary SharesChild$1K–$15KSame band
- GOOGAlphabet Inc. - Class C Capital StockChild$1K–$15KSame band
- GOOGAlphabet Inc. - Class C Capital StockChild$1K–$15KSame band
- AMZNAmazon.com, Inc.Child$1K–$15K▼ $15K–$50K
- AMZNAmazon.com, Inc.Child$1K–$15K▼ $15K–$50K
- AMZNAmazon.com, Inc.Self$1K–$15K▼ $250K–$500K
- AMZNAmazon.com, Inc.Child$1K–$15K▼ $15K–$50K
- AXPAmerican Express CompanyChild$1K–$15KNew
- AXPAmerican Express CompanyChild$1K–$15KNew
- RICBXAmerican Funds Investment Company of America® Class R-2Self$1K–$15KSame band
- AMGNAmgen Inc.Child$1K–$15KSame band
- AMGNAmgen Inc.Child$1K–$15KSame band
- ADIAnalog Devices, Inc.Child$1K–$15KSame band
- ADIAnalog Devices, Inc.Child$1K–$15KSame band
- AAPLApple Inc.Child$1K–$15K▼ $15K–$50K
- ATOAtmos Energy CorporationChild$1K–$15KSame band
- ATOAtmos Energy CorporationChild$1K–$15KSame band
- ADPAutomatic Data Processing, Inc.Self$1K–$15KSame band
- ADPAutomatic Data Processing, Inc.Child$1K–$15KSame band
- ADPAutomatic Data Processing, Inc.Child$1K–$15KSame band
- LBKCZBD 529 BLACKROCK EMRG MKT AChild$1K–$15KSame band
- MTDBZBD 529 BLACKROCK EMRG MKT CChild$1K–$15KSame band
- DRBCZBD 529 BR MID CAP GRTH EQ AChild$1K–$15KSame band
- DBRBZBD 529 BR MID CAP GRTH EQ C (Child$1K–$15KSame band
- Bank of America AccountsSelf$1K–$15K▼ $15K–$50K
- BRK.BBerkshire Hathaway Inc. NewChild$1K–$15KSame band
- BRK.BBerkshire Hathaway Inc. NewChild$1K–$15KSame band
- BRK.BBerkshire Hathaway Inc. NewSelf$1K–$15K▼ $15K–$50K
- BRK.BBerkshire Hathaway Inc. NewSelf$1K–$15K▼ $15K–$50K
- BRK.BBerkshire Hathaway Inc. NewChild$1K–$15KSame band
- BRK.BBerkshire Hathaway Inc. NewChild$1K–$15KSame band
- AVGOBroadcom Inc.Child$1K–$15KSame band
- AVGOBroadcom Inc.Child$1K–$15KSame band
- BROBrown & Brown, Inc.Self$1K–$15K▼ $15K–$50K
- BROBrown & Brown, Inc.Child$1K–$15KSame band
- BROBrown & Brown, Inc.Child$1K–$15KSame band
- Cash AccountSelf$1K–$15K▼ $500K–$1M
- Cash AccountChild$1K–$15K▼ $100K–$250K
- Cash AccountSelf$1K–$15K▼ $500K–$1M
- CATCaterpillar, Inc.Child$1K–$15KSame band
- CATCaterpillar, Inc.Child$1K–$15KSame band
- CBChubb LimitedSelf$1K–$15KSame band
- CBChubb LimitedChild$1K–$15KSame band
- CBChubb LimitedChild$1K–$15KSame band
- CSCOCisco Systems, Inc.Child$1K–$15KNew
- CSCOCisco Systems, Inc.Child$1K–$15KNew
- Commercial property located in Colorado (1)Self$1K–$15KNew
- Commercial property located in Colorado (2)Self$1K–$15KNew
- Commercial property located in FloridaSelf$1K–$15K▼ $15K–$50K
- Commercial property located in Georgia (1)Self$1K–$15K▼ $15K–$50K
- Commercial property located in Georgia (2)Self$1K–$15K▼ $15K–$50K
- Commercial property located in North Carolina (1)Self$1K–$15K▼ $15K–$50K
- Commercial property located in North Carolina (2)Self$1K–$15K▼ $15K–$50K
- Commercial property located in North Carolina (3)Self$1K–$15K▼ $15K–$50K
- Commercial property located in North Carolina (4)Self$1K–$15K▼ $15K–$50K
- Commercial property located in TexasSelf$1K–$15KNew
- Commercial property located in Texas (1)Self$1K–$15KNew
- Commercial property located in Texas (2)Self$1K–$15KNew
- Commercial property located in VirginiaSelf$1K–$15K▼ $15K–$50K
- COSTCostco Wholesale CorporationChild$1K–$15KSame band
- COSTCostco Wholesale CorporationChild$1K–$15KSame band
- CMICummins Inc.Child$1K–$15KSame band
- CMICummins Inc.Child$1K–$15KSame band
- DELLDell Technologies Inc.Child$1K–$15KNew
- DELLDell Technologies Inc.Child$1K–$15KNew
- LLYEli Lilly and CompanyChild$1K–$15KSame band
- LLYEli Lilly and CompanyChild$1K–$15KSame band
- Emergency Ventures, Inc.Self$1K–$15KSame band
- XLEEnergy Select Sector SPDR FundChild$1K–$15KSame band
- FIDELITY GOVERNMENT MONEY MARKET (SPAXX)Self$1K–$15KSame band
- GURUGlobal X Guru Index ETFSelf$1K–$15KSame band
- GSGoldman Sachs Group, Inc.Child$1K–$15KNew
- GSGoldman Sachs Group, Inc.Child$1K–$15KNew
- HCAHCA Healthcare, Inc.Self$1K–$15KNew
- HCAHCA Healthcare, Inc.Child$1K–$15KNew
- HDHome Depot, Inc.Self$1K–$15K▼ $15K–$50K
- HDHome Depot, Inc.Child$1K–$15KSame band
- HDHome Depot, Inc.Child$1K–$15KSame band
- HONHoneywell International Inc.Self$1K–$15KSame band
- HONHoneywell International Inc.Child$1K–$15KSame band
- HONHoneywell International Inc.Child$1K–$15KSame band
- INTERNATIONAL VALUE PORTFOLIO AChild$1K–$15KSame band
- ITWIllinois Tool Works Inc.Child$1K–$15KSame band
- ITWIllinois Tool Works Inc.Child$1K–$15KSame band
- JPMJP Morgan Chase & Co.Child$1K–$15KSame band
- JPMJP Morgan Chase & Co.Child$1K–$15KSame band
- JNJJohnson & JohnsonChild$1K–$15KSame band
- JNJJohnson & JohnsonChild$1K–$15KSame band
- LINLinde plc - Ordinary SharesChild$1K–$15KSame band
- LINLinde plc - Ordinary SharesChild$1K–$15KSame band
- LMTLockheed Martin CorporationChild$1K–$15KSame band
- LMTLockheed Martin CorporationChild$1K–$15KSame band
- LUMNLumen Technologies, Inc.Self$1K–$15KSame band
- MAMastercard IncorporatedChild$1K–$15KSame band
- MCDMcDonald's CorporationChild$1K–$15KSame band
- MCDMcDonald's CorporationChild$1K–$15KSame band
- MCKMcKesson CorporationChild$1K–$15KNew
- MCKMcKesson CorporationChild$1K–$15KNew
- Merit InternationalSelf$1K–$15KSame band
- METAMeta Platforms, Inc.Child$1K–$15KSame band
- METAMeta Platforms, Inc.Child$1K–$15KSame band
- MSFTMicrosoft CorporationChild$1K–$15KSame band
- NVDANVIDIA CorporationChild$1K–$15KSame band
- NVDANVIDIA CorporationChild$1K–$15KSame band
- NVDANVIDIA CorporationSelf$1K–$15KSame band
- NVDANVIDIA CorporationChild$1K–$15KSame band
- NVDANVIDIA CorporationChild$1K–$15KSame band
- NEENextEra Energy, Inc.Child$1K–$15KSame band
- NEENextEra Energy, Inc.Child$1K–$15KSame band
- ORCLOracle CorporationChild$1K–$15KSame band
- ORCLOracle CorporationChild$1K–$15KSame band
- MINTPIMCO Enhanced Short Maturity Active Exchange-Traded FundSelf$1K–$15KSame band
- POAHFPorsche Automobil Holding SE Stuttgart Pref No VTG RTSSelf$1K–$15KSame band
- PGProcter & Gamble CompanySelf$1K–$15KSame band
- PGProcter & Gamble CompanySelf$1K–$15KSame band
- PGProcter & Gamble CompanyChild$1K–$15KSame band
- PGProcter & Gamble CompanyChild$1K–$15KSame band
- PEGPublic Service Enterprise Group IncorporatedChild$1K–$15KSame band
- PEGPublic Service Enterprise Group IncorporatedChild$1K–$15KSame band
- QCOMQUALCOMM IncorporatedChild$1K–$15KSame band
- QCOMQUALCOMM IncorporatedChild$1K–$15KSame band
- RPMRPM International Inc.Child$1K–$15KSame band
- RPMRPM International Inc.Child$1K–$15KSame band
- ROPRoper Technologies, Inc.Self$1K–$15KSame band
- ROPRoper Technologies, Inc.Child$1K–$15KSame band
- ROPRoper Technologies, Inc.Child$1K–$15KSame band
- SPGIS&P Global Inc.Child$1K–$15KSame band
- SPGIS&P Global Inc.Child$1K–$15KSame band
- SMALL-CAP STOCK PORTFOLIO AChild$1K–$15KSame band
- GLDSPDR Gold SharesChild$1K–$15KNew
- GLDSPDR Gold SharesChild$1K–$15KNew
- SPMDSPDR Portfolio S&P 400 Mid Cap ETFSelf$1K–$15KSame band
- SPMDSPDR Portfolio S&P 400 Mid Cap ETFSpouse$1K–$15KSame band
- SPSMSPDR Portfolio S&P 600 Small Cap ETFSelf$1K–$15KSame band
- SPSMSPDR Portfolio S&P 600 Small Cap ETFSpouse$1K–$15KSame band
- STESTERIS plcSelf$1K–$15KSame band
- SCHISchwab 5-10 Year Corporate Bond ETFSelf$1K–$15KSame band
- FNDFSchwab Fundamental International Equity ETFSelf$1K–$15KSame band
- FNDXSchwab Fundamental US Large Company Index ETFSelf$1K–$15KSame band
- FNDASchwab Fundamental US Small Company Index ETFSelf$1K–$15KSame band
- SMBSSchwab Mortgage-Backed Securities ETFSelf$1K–$15KNew
- SCHASchwab U.S. Small-Cap ETFSelf$1K–$15KNew
- SCHDSchwab US Dividend Equity ETFSelf$1K–$15KSame band
- SCHXSchwab US Large-Cap ETFSelf$1K–$15KSame band
- SHWSherwin-Williams CompanySelf$1K–$15KSame band
- SHWSherwin-Williams CompanyChild$1K–$15KSame band
- SNASnap-On IncorporatedChild$1K–$15KSame band
- SOSouthern CompanyChild$1K–$15KSame band
- SOSouthern CompanyChild$1K–$15KSame band
- StartEngineSelf$1K–$15KSame band
- BILState Street SPDR Bloomberg 1-3 Month T-Bill ETFSelf$1K–$15KNew
- BILState Street SPDR Bloomberg 1-3 Month T-Bill ETFChild$1K–$15KNew
- BILState Street SPDR Bloomberg 1-3 Month T-Bill ETFChild$1K–$15KNew
- SYKStryker CorporationChild$1K–$15KNew
- SYKStryker CorporationChild$1K–$15KNew
- TMUST-Mobile US, Inc.Child$1K–$15KSame band
- TMUST-Mobile US, Inc.Child$1K–$15KSame band
- TJXTJX Companies, Inc.Child$1K–$15KNew
- TJXTJX Companies, Inc.Child$1K–$15KNew
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Child$1K–$15KNew
- TSMTaiwan Semiconductor Manufacturing Company Ltd.Child$1K–$15KNew
- TSLATesla, Inc.Child$1K–$15KSame band
- TSLATesla, Inc.Child$1K–$15KSame band
- CIThe Cigna GroupSelf$1K–$15KNew
- CIThe Cigna GroupChild$1K–$15KNew
- TSCOTractor Supply CompanyChild$1K–$15KSame band
- TSCOTractor Supply CompanyChild$1K–$15KSame band
- UBAFZUBT 529 BD IL DFA RL EST SEC AChild$1K–$15KSame band
- UTDFZUBT 529 BD IL DFA RL EST SEC CChild$1K–$15KSame band
- NBDCAUBT 529 DELAWARE SM CAP CORE AChild$1K–$15KSame band
- NBDCCUBT 529 DELAWARE SM CAP CORE CChild$1K–$15KSame band
- DFNSGUBT 529 DFA INTL SMALL CO AChild$1K–$15KSame band
- UBNSGUBT 529 DFA INTL SMALL CO CChild$1K–$15KSame band
- UNHUnitedHealth Group IncorporatedSelf$1K–$15K▼ $15K–$50K
- Vanguard FTSE Emerging MarketsSelf$1K–$15KNew
- VWOVanguard FTSE Emerging Markets ETFSelf$1K–$15KSame band
- VWOVanguard FTSE Emerging Markets ETFSpouse$1K–$15KSame band
- MGCVanguard Mega Cap ETFSelf$1K–$15KSame band
- VMBSVanguard Mortgage Backed SecuritySelf$1K–$15KSame band
- VGITVanguard Scottsdale Intermediate Term TreasurySelf$1K–$15KSame band
- Vanguard Sector Index Information TechnologySelf$1K–$15KSame band
- BNDXVanguard Total International Bond ETFSelf$1K–$15KSame band
- BNDXVanguard Total International Bond ETFSpouse$1K–$15KSame band
- VVisa Inc.Child$1K–$15KSame band
- VVisa Inc.Child$1K–$15KSame band
- GWWW.W. Grainger, Inc.Child$1K–$15KSame band
- GWWW.W. Grainger, Inc.Child$1K–$15KSame band
- WMTWalmart Inc.Child$1K–$15KSame band
- WMTWalmart Inc.Child$1K–$15KSame band
- DISWalt Disney CompanyChild$1K–$15KSame band
- WMWaste Management, Inc.Self$1K–$15KSame band
- WMWaste Management, Inc.Child$1K–$15KSame band
- WMWaste Management, Inc.Child$1K–$15KSame band
- STIPiShares 0-5 Year TIPS Bond ETFSpouse$1K–$15KSame band
- TLHiShares 10-20 Year Treasury Bond ETFSelf$1K–$15KNew
- BAIiShares A.I. Innovation and Tech Active ETFSelf$1K–$15KNew
- AOAiShares Core Aggressive Allocation FundChild$1K–$15KSame band
- AOAiShares Core Aggressive Allocation FundChild$1K–$15KSame band
- HDViShares Core High Dividend ETFSelf$1K–$15KSame band
- iShares Core MSCI EAFESelf$1K–$15KSame band
- IEMGiShares Core MSCI Emerging Markets ETFSelf$1K–$15KSame band
- iShares Core S&P 500 ETFSelf$1K–$15K▼ $15K–$50K
- iShares Core Total USD Bond Market ETFSelf$1K–$15KSame band
- IUSBiShares Core Total USD Bond Market ETFSelf$1K–$15KSame band
- AGGiShares Core U.S. Aggregate Bond ETFSelf$1K–$15KSame band
- IAUiShares Gold Trust SharesSelf$1K–$15KNew
- IAGGiShares International Aggregate Bond FundSelf$1K–$15KNew
- EMBiShares J.P. Morgan USD Emerging Markets Bond ETFSelf$1K–$15KSame band
- EMBiShares J.P. Morgan USD Emerging Markets Bond ETFSpouse$1K–$15KSame band
- iShares MSCI EAFE Value ETFSelf$1K–$15KSame band
- MTUMiShares MSCI USA Momentum FactorSelf$1K–$15KSame band
- QUALiShares MSCI USA Quality Factor ETFSelf$1K–$15KSame band
- OEFiShares S&P 100 FundSelf$1K–$15KNew
- IVWiShares S&P 500 Growth ETFSelf$1K–$15KSame band
- IVEiShares S&P 500 Value ETFSelf$1K–$15KSame band
- TFLOiShares Treasury Floating Rate Bond ETFSelf$1K–$15KSame band
- TFLOiShares Treasury Floating Rate Bond ETFSelf$1K–$15KSame band
- ITAiShares U.S. Aerospace & Defense ETFSelf$1K–$15KNew
- DYNFiShares U.S. Equity Factor Rotation Active ETFSelf$1K–$15KSame band
- THROiShares U.S. Thematic Rotation Active ETFSelf$1K–$15KNew
- iShares US Aerospace & DefenseSelf$1K–$15KSame band
- Florida Retirement SystemSelfUndeterminedSame band
Not in the 2025 report
Listed in 2024 with a value, gone a year later: sold, or under $1,001.
- Marcus CD $250K–$500K
- Bank Account (DC 1) $100K–$250K
- Bank Account (DC 2) $100K–$250K
- Charles Schwab Westlake TX CD $100K–$250K
- Charles Schwab Westlake TX CD $100K–$250K
- RGABX American Funds The Growth Fund of America® Cl... $15K–$50K
- SPLG SPDR Portfolio S&P 500 ETF $15K–$50K
- SPLG SPDR Portfolio S&P 500 ETF $15K–$50K
- Wstrn Alliance PHOENIX AZ CD $15K–$50K
- ABT Abbott Laboratories $1K–$15K
- ABT Abbott Laboratories $1K–$15K
- ABT Abbott Laboratories $1K–$15K
- CNI Canadian National Railway Company $1K–$15K
- CNI Canadian National Railway Company $1K–$15K
- CNI Canadian National Railway Company $1K–$15K
- CARR Carrier Global Corporation $1K–$15K
- CARR Carrier Global Corporation $1K–$15K
- CARR Carrier Global Corporation $1K–$15K
- ELV Elevance Health, Inc. $1K–$15K
- ELV Elevance Health, Inc. $1K–$15K
- ELV Elevance Health, Inc. $1K–$15K
- LECO Lincoln Electric Holdings, Inc. - Common Shares $1K–$15K
- LCID Lucid Group, Inc. $1K–$15K
- MRK Merck & Company, Inc. $1K–$15K
- MRK Merck & Company, Inc. $1K–$15K
- MRK Merck & Company, Inc. $1K–$15K
- NEE NextEra Energy, Inc. $1K–$15K
- PEP Pepsico, Inc. $1K–$15K
- PEP Pepsico, Inc. $1K–$15K
- PEP Pepsico, Inc. $1K–$15K
Source filings
Every report we read for this page · newest first
- Aug 27, 2026 Periodic transaction report 3 trades View original
- Aug 13, 2026 2025 annual report 347 assets View original
- Jul 26, 2026 Periodic transaction report 16 trades View original
- Jun 19, 2026 Periodic transaction report 4 trades View original
- Apr 30, 2026 Periodic transaction report 50 trades View original
- Mar 30, 2026 Periodic transaction report 3 trades View original
- Jan 16, 2026 Periodic transaction report 8 trades View original
- Nov 22, 2025 Periodic transaction report 30 trades View original
- Aug 13, 2025 2024 annual report 374 assets View original
- Jun 27, 2025 Periodic transaction report 7 trades View original
- May 9, 2025 Periodic transaction report 35 trades View original
- Apr 8, 2025 Periodic transaction report 16 trades View original
- Mar 6, 2025 Periodic transaction report 1 trade View original
- Feb 10, 2025 Periodic transaction report 18 trades View original
- Dec 9, 2024 Periodic transaction report 41 trades View original
- Aug 21, 2024 Periodic transaction report 83 trades View original
- Aug 21, 2024 2023 annual report · amended 349 assets View original
- Aug 19, 2024 Periodic transaction report 23 trades View original
- Aug 6, 2024 Periodic transaction report 61 trades View original
- Jan 22, 2024 Periodic transaction report 34 trades View original
- Oct 12, 2023 Periodic transaction report 4 trades View original
From STOCK Act disclosures filed with the Clerk of the House. Amounts are the disclosed ranges. Trades cover the last three years; holdings come from the latest annual report. How we read these reports.