Robert P. Bresnahan, Jr.

R-PA-8 Representative for Pennsylvania’s 8th district Republican In Congress since 2025

654trades · 3 yrs
283buys
371sells
30dmedian wait
0filed late

Robert P. Bresnahan, Jr. disclosed 654 trades made since Oct 4, 2023: 283 buys and 371 sales. The most traded name was NVDA (14 trades). 85 of them were a spouse's or joint account's. The latest, made Jul 1, 2026, was filed Aug 12, 2026.

Trades over time

Buys above the line, sells below · bigger dots, bigger ranges · tails run to the filing date

Buys Sells

NVDA 14 trades 8 buy · 6 sell
HOOD 10 trades 2 buy · 8 sell
INTC 10 trades 8 buy · 2 sell
META 10 trades 2 buy · 8 sell
TSLA 10 trades 5 buy · 5 sell
BABA 9 trades 8 buy · 1 sell

Trades

654 trades since Oct 4, 2023 · newest first · 108 in an industry a committee of theirs oversees

Reported holdings

2025 annual report · filed Aug 13, 2026 · values at year end, in the ranges disclosed

Original

$16.7M–$60.4M sum of 620 disclosed ranges

Other 4
Stock 506
Real estate 6
Fund 69
Bond 33
Cash 2

AssetOwner Value
Kuharchik Construction, LLCOtherKUHCON Investments, Inc. ⇒ GreenArrowSelf$5M–$25M
KCI Office BuildingReal estateKCI Holdings LLCSelf$1M–$5M
AAPLApple Inc.JP Morgan Brokerage AccountSelf$500K–$1M
Employment InsuranceOtherRPB Ventures LLCSelf$500K–$1M
NVDANVIDIA CorporationJP Morgan Brokerage AccountSelf$500K–$1M
SPYState Street SPDR S&P 500 ETF TrustFundLPL Account ISelf$500K–$1M
GOOGLAlphabet Inc.JP Morgan Brokerage AccountSelf$250K–$500K
AMZNAmazon.com, Inc.JP Morgan Brokerage AccountSelf$250K–$500K
BRK.BBerkshire Hathaway Inc. NewLPL Account ISelf$250K–$500K
MSFTMicrosoft CorporationJP Morgan Brokerage AccountSelf$250K–$500K
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded FundFundLPL Account IISelf$250K–$500K
SPYState Street SPDR S&P 500 ETF TrustFundRPB Ventures LLC ⇒ LPL AccountSelf$250K–$500K
Wyoming Borough PropertyReal estateR2D1 LLCSelf$250K–$500K
Wyoming Office BuildingReal estate214 Wyoming Ave LLCSelf$250K–$500K
Allegheny County PA Higher Education Building Authority Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
GOOGAlphabet Inc. - Class C Capital StockJP Morgan Brokerage AccountSelf$100K–$250K
Avon Grove PA School District Chester County Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
BRK.BBerkshire Hathaway Inc. NewJP Morgan Brokerage AccountSelf$100K–$250K
AVGOBroadcom Inc.JP Morgan Brokerage AccountSelf$100K–$250K
Bucks County, PA Water & Sewer Authority Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
LLYEli Lilly and CompanyJP Morgan Brokerage AccountSelf$100K–$250K
Haven at Town Center PropertyReal estateRPB Ventures LLC ⇒ Haven at Town Center LLCSelf$100K–$250K
QQQInvesco QQQ Trust, Series 1FundLPL Account IIISelf$100K–$250K
Manheim, PA School District Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
METAMeta Platforms, Inc.JP Morgan Brokerage AccountSelf$100K–$250K
Metropolitan Council Minneapolis-St. Paul Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
Multnomah County OR School District Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
Pennsylvania State Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
Pennsylvania State Turnpike Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
Pine-Richland PA School District Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
Salt Lake & Sandy UT Water District Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
TSLATesla, Inc.JP Morgan Brokerage AccountSelf$100K–$250K
Weld County CO School District Municipal BondBondJP Morgan Brokerage Account #4Self$100K–$250K
SGOViShares 0-3 Month Treasury Bond ETFFundLPL Account IISelf$100K–$250K
ABBVAbbVie Inc.JP Morgan Brokerage AccountSelf$50K–$100K
VSLUApplied Finance Valuation Large Cap ETFFundLPL Account IIISelf$50K–$100K
Arlington TX Independent School District Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
BACBank of America CorporationJP Morgan Brokerage AccountSelf$50K–$100K
BRK.BBerkshire Hathaway Inc. NewKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$50K–$100K
BRK.BBerkshire Hathaway Inc. NewLPL Account IIISelf$50K–$100K
Cherry Creek CO School District Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
CCitigroup, Inc.JP Morgan Brokerage AccountSelf$50K–$100K
Columbia, MO School District Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
COSTCostco Wholesale CorporationJP Morgan Brokerage AccountSelf$50K–$100K
Delaware Valley PA Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
XOMExxonMobil Holdings CorporationJP Morgan Brokerage AccountSelf$50K–$100K
Florida State Right of Way Acquisition Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
FTZIXFullerThaler Behavioral Unconstrained Equity Fund Institutional SharesFundLPL Account ISelf$50K–$100K
GEGE AerospaceJP Morgan Brokerage AccountSelf$50K–$100K
Grand Junction CO Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
Indiana State Fin Auth Rev Sustainable Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
QQQInvesco QQQ Trust, Series 1FundRollover IRASelf$50K–$100K
JPMJP Morgan Chase & Co.JP Morgan Brokerage AccountSelf$50K–$100K
JNJJohnson & JohnsonJP Morgan Brokerage AccountSelf$50K–$100K
MAMastercard IncorporatedJP Morgan Brokerage AccountSelf$50K–$100K
NFLXNetflix, Inc.JP Morgan Brokerage AccountSelf$50K–$100K
PLTRPalantir Technologies Inc.JP Morgan Brokerage AccountSelf$50K–$100K
Pennsylvania State Higher Education Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
Pennsylvania State Higher Education Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
Pennsylvania State Turnpike Commn Registration Fee Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
Pennsylvania State Turnpike Commn Tpk Rev Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
Pennsylvania State University Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
Pennsylvania State University Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
Pennsylvania State University Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
Phoenix AZ Civic Impt Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
SPYState Street SPDR S&P 500 ETF TrustFundRollover IRASelf$50K–$100K
Sweep AccountCashJP Morgan Brokerage AccountSelf$50K–$100K
PRWCXT. Rowe Price Capital Appreciation FundFundLPL Account IIISelf$50K–$100K
University of Minnesota Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
University of Washington WA Univ Revenues Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
VVisa Inc.JP Morgan Brokerage AccountSelf$50K–$100K
WMTWalmart Inc.JP Morgan Brokerage AccountSelf$50K–$100K
Washington State Bid Group Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
WFCWells Fargo & CompanyJP Morgan Brokerage AccountSelf$50K–$100K
Wilson PA School District Municipal BondBondJP Morgan Brokerage Account #4Self$50K–$100K
CLOAiShares AAA CLO Active ETFFundLPL Account IISelf$50K–$100K
IWMiShares Russell 2000 Index FundFundLPL Account IIISelf$50K–$100K
MMM3M CompanyJP Morgan Brokerage AccountSelf$15K–$50K
TAT&T Inc.JP Morgan Brokerage AccountSelf$15K–$50K
ABTAbbott LaboratoriesJP Morgan Brokerage AccountSelf$15K–$50K
ADBEAdobe Inc.JP Morgan Brokerage AccountSelf$15K–$50K
AMDAdvanced Micro Devices, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
GOOGAlphabet Inc. - Class C Capital StockJP Morgan Brokerage Account #2Self$15K–$50K
MOAltria Group, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
AMZNAmazon.com, Inc.JP Morgan Brokerage Account #2Self$15K–$50K
AXPAmerican Express CompanyJP Morgan Brokerage AccountSelf$15K–$50K
AMPAmeriprise Financial, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
AMGNAmgen Inc.JP Morgan Brokerage AccountSelf$15K–$50K
APHAmphenol CorporationJP Morgan Brokerage AccountSelf$15K–$50K
ADIAnalog Devices, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
AFAZXApplied Finance Dividend Fund Institutional ClassFundRollover IRASelf$15K–$50K
AFDZXApplied Finance Explorer Fund Institutional ClassFundLPL Account IISelf$15K–$50K
VSLUApplied Finance Valuation Large Cap ETFFundLPL Account IISelf$15K–$50K
VSLUApplied Finance Valuation Large Cap ETFFundRoth IRASelf$15K–$50K
AMATApplied Materials, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
ANETArista Networks, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
AXONAxon Enterprise, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
BLKBlackRock, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
BXBlackstone Inc.JP Morgan Brokerage AccountSelf$15K–$50K
BSXBoston Scientific CorporationJP Morgan Brokerage AccountSelf$15K–$50K
BMYBristol-Myers Squibb CompanyJP Morgan Brokerage AccountSelf$15K–$50K
AVGOBroadcom Inc.JP Morgan Brokerage Account #2Self$15K–$50K
AVGOBroadcom Inc.LPL Account IISelf$15K–$50K
COFCapital One Financial CorporationJP Morgan Brokerage AccountSelf$15K–$50K
CATCaterpillar, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
CRLCharles River Laboratories International, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
CVXChevron CorporationJP Morgan Brokerage AccountSelf$15K–$50K
CVXChevron CorporationLPL Account ISelf$15K–$50K
CBChubb LimitedJP Morgan Brokerage AccountSelf$15K–$50K
CBChubb LimitedLPL Account ISelf$15K–$50K
CIENCiena CorporationJP Morgan Brokerage Account #2Self$15K–$50K
CTASCintas CorporationJP Morgan Brokerage AccountSelf$15K–$50K
CSCOCisco Systems, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
KOCoca-Cola CompanyJP Morgan Brokerage AccountSelf$15K–$50K
CMCSAComcast CorporationJP Morgan Brokerage AccountSelf$15K–$50K
COPConocoPhillipsJP Morgan Brokerage AccountSelf$15K–$50K
CEGConstellation Energy Corporation - Common Stock When- IssuedJP Morgan Brokerage AccountSelf$15K–$50K
CRDOCredo Technology Group Holding Ltd - Ordinary SharesJP Morgan Brokerage Account #2Self$15K–$50K
CRWDCrowdStrike Holdings, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
DHRDanaher CorporationJP Morgan Brokerage AccountSelf$15K–$50K
DRIDarden Restaurants, Inc.LPL Account ISelf$15K–$50K
DGDollar General CorporationLPL Account ISelf$15K–$50K
ETNEaton Corporation, PLC Ordinary SharesJP Morgan Brokerage AccountSelf$15K–$50K
ECLEcolab Inc.JP Morgan Brokerage AccountSelf$15K–$50K
XOMExxon Mobil CorporationLPL Account ISelf$15K–$50K
FPFIXFPA Flexible Fixed Income FundFundLPL Account IIISelf$15K–$50K
BUFRFT Vest Laddered Buffer ETFFundLPL Account ISelf$15K–$50K
BUFRFT Vest Laddered Buffer ETFFundLPL Account IISelf$15K–$50K
BUFRFT Vest Laddered Buffer ETFFundRPB Ventures LLC ⇒ LPL AccountSelf$15K–$50K
BUFZFT Vest Laddered Moderate Buffer ETFFundLPL Account IIISelf$15K–$50K
FDBCFidelity D & D Bancorp, Inc.LPL Account IISelf$15K–$50K
FTHSXFullerThaler Behavioral Small-Cap Equity Fund Institutional SharesFundRoth IRASelf$15K–$50K
FTZIXFullerThaler Behavioral Unconstrained Equity Fund Institutional SharesFundLPL Account IISelf$15K–$50K
FTZIXFullerThaler Behavioral Unconstrained Equity Fund Institutional SharesFundLPL Account IIISelf$15K–$50K
GEVGE Vernova Inc.JP Morgan Brokerage AccountSelf$15K–$50K
GRMNGarmin Ltd.JP Morgan Brokerage AccountSelf$15K–$50K
GDGeneral Dynamics CorporationJP Morgan Brokerage AccountSelf$15K–$50K
GILDGilead Sciences, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
GSGoldman Sachs Group, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
Haven at Arrowhead PropertyReal estateRPB Ventures LLC ⇒ Haven at Arrowhead LLCSelf$15K–$50K
Haven at P83 PropertyReal estateHaven at P83 LLCSelf$15K–$50K
HDHome Depot, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
HONHoneywell International Inc.JP Morgan Brokerage AccountSelf$15K–$50K
INTCIntel CorporationJP Morgan Brokerage AccountSelf$15K–$50K
IBMInternational Business Machines CorporationJP Morgan Brokerage AccountSelf$15K–$50K
INTUIntuit Inc.JP Morgan Brokerage AccountSelf$15K–$50K
INTUIntuit Inc.JP Morgan Brokerage Account #2Self$15K–$50K
ISRGIntuitive Surgical, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
JPSTJPMorgan Ultra-Short Income ETFFundLPL Account ISelf$15K–$50K
LRCXLam Research CorporationJP Morgan Brokerage AccountSelf$15K–$50K
LRCXLam Research CorporationJP Morgan Brokerage Account #2Self$15K–$50K
LCRIXLeuthold Core Investment Fund Inst ClFundRollover IRASelf$15K–$50K
LINLinde plc - Ordinary SharesJP Morgan Brokerage AccountSelf$15K–$50K
LOWLowe's Companies, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
MTBM&T Bank CorporationJP Morgan Brokerage AccountSelf$15K–$50K
MCDMcDonald's CorporationJP Morgan Brokerage AccountSelf$15K–$50K
MCKMcKesson CorporationJP Morgan Brokerage AccountSelf$15K–$50K
MDTMedtronic plc. Ordinary SharesJP Morgan Brokerage AccountSelf$15K–$50K
METAMeta Platforms, Inc.JP Morgan Brokerage Account #2Self$15K–$50K
MUMicron Technology, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
MSFTMicrosoft CorporationJP Morgan Brokerage Account #2Self$15K–$50K
MSMorgan StanleyJP Morgan Brokerage AccountSelf$15K–$50K
MSIMotorola Solutions, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
NVDANVIDIA CorporationJP Morgan Brokerage Account #2Self$15K–$50K
NFLXNetflix, Inc.JP Morgan Brokerage Account #2Self$15K–$50K
NEMNewmont CorporationJP Morgan Brokerage AccountSelf$15K–$50K
NEENextEra Energy, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
NTRSNorthern Trust CorporationJP Morgan Brokerage AccountSelf$15K–$50K
ODFLOld Dominion Freight Line, Inc.LPL Account ISelf$15K–$50K
ORCLOracle CorporationJP Morgan Brokerage AccountSelf$15K–$50K
ORCLOracle CorporationJP Morgan Brokerage Account #2Self$15K–$50K
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded FundFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$15K–$50K
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded FundFundLPL Account ISelf$15K–$50K
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded FundFundRollover IRASelf$15K–$50K
PONPXPIMCO Income Fund Class I-2FundRPB Ventures LLC ⇒ LPL AccountSelf$15K–$50K
PFTPXPIMCO Low Duration Income Fund Class I-2FundLPL Account ISelf$15K–$50K
PANWPalo Alto Networks, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
PHParker-Hannifin CorporationJP Morgan Brokerage AccountSelf$15K–$50K
PFEPfizer, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
PMPhilip Morris International IncJP Morgan Brokerage AccountSelf$15K–$50K
PGProcter & Gamble CompanyJP Morgan Brokerage AccountSelf$15K–$50K
PGRProgressive CorporationJP Morgan Brokerage AccountSelf$15K–$50K
QCOMQUALCOMM IncorporatedJP Morgan Brokerage AccountSelf$15K–$50K
RTXRTX CorporationJP Morgan Brokerage AccountSelf$15K–$50K
RLRalph Lauren CorporationJP Morgan Brokerage AccountSelf$15K–$50K
HOODRobinhood Markets, Inc.JP Morgan Brokerage Account #2Self$15K–$50K
SPGIS&P Global Inc.JP Morgan Brokerage AccountSelf$15K–$50K
SBACSBA Communications CorporationJP Morgan Brokerage AccountSelf$15K–$50K
GLDMSPDR Gold MiniShares TrustFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$15K–$50K
CRMSalesforce, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
NOWServiceNow, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
NOWServiceNow, Inc.JP Morgan Brokerage Account #2Self$15K–$50K
SHOPShopify Inc. - Class A Subordinate Voting SharesJP Morgan Brokerage Account #2Self$15K–$50K
SNOWSnowflake Inc.JP Morgan Brokerage Account #2Self$15K–$50K
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETFFundRoth IRASelf$15K–$50K
SPYState Street SPDR S&P 500 ETF TrustFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$15K–$50K
STLDSteel Dynamics, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
SYKStryker CorporationJP Morgan Brokerage AccountSelf$15K–$50K
SYFSynchrony FinancialJP Morgan Brokerage AccountSelf$15K–$50K
TMUST-Mobile US, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
TJXTJX Companies, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
TSMTaiwan Semiconductor Manufacturing Company Ltd.JP Morgan Brokerage Account #2Self$15K–$50K
TTWOTake-Two Interactive Software, Inc.JP Morgan Brokerage Account #2Self$15K–$50K
TPRTapestry, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
TSLATesla, Inc.JP Morgan Brokerage Account #2Self$15K–$50K
TXNTexas Instruments IncorporatedJP Morgan Brokerage AccountSelf$15K–$50K
TRVThe Travelers Companies, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
TMOThermo Fisher Scientific IncJP Morgan Brokerage AccountSelf$15K–$50K
TDGTransdigm Group IncorporatedJP Morgan Brokerage AccountSelf$15K–$50K
TWLOTwilio Inc.JP Morgan Brokerage Account #2Self$15K–$50K
US Treasury Note 6/30/26BondLPL Account IIISelf$15K–$50K
UBERUber Technologies, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
UNPUnion Pacific CorporationJP Morgan Brokerage AccountSelf$15K–$50K
VZVerizon Communications Inc.JP Morgan Brokerage AccountSelf$15K–$50K
VRTXVertex Pharmaceuticals IncorporatedJP Morgan Brokerage AccountSelf$15K–$50K
DISWalt Disney CompanyJP Morgan Brokerage AccountSelf$15K–$50K
WABWestinghouse Air Brake Technologies CorporationJP Morgan Brokerage AccountSelf$15K–$50K
WMBWilliams Companies, Inc.JP Morgan Brokerage AccountSelf$15K–$50K
IWMiShares Russell 2000 Index FundFundLPL Account ISelf$15K–$50K
AFLAFLAC IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
AMEAMETEK, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
AMEAMETEK, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
ASMLASML Holding N.V. - New York Registry SharesJP Morgan Brokerage Account #2Self$1K–$15K
ACNAccenture plc Class A Ordinary SharesRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
ADBEAdobe Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
AAgilent Technologies, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
APDAir Products and Chemicals, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
Allegheny County PA Higher Education Building Authority Municipal BondBondJP Morgan Brokerage Account #4Self$1K–$15K
ALLEAllegion plc Ordinary SharesJP Morgan Brokerage AccountSelf$1K–$15K
ALGMAllegro MicroSystems, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
ALLAllstate CorporationJP Morgan Brokerage AccountSelf$1K–$15K
ALLAllstate CorporationLPL Account ISelf$1K–$15K
ALLAllstate CorporationRollover IRASelf$1K–$15K
GOOGLAlphabet Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
GOOGAlphabet Inc. - Class C Capital StockLPL Account ISelf$1K–$15K
AMCRAmcor plc Ordinary SharesJP Morgan Brokerage AccountSelf$1K–$15K
AEPAmerican Electric Power Company, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
AIGAmerican International Group, Inc. NewJP Morgan Brokerage AccountSelf$1K–$15K
AMTAmerican Tower CorporationJP Morgan Brokerage AccountSelf$1K–$15K
AWKAmerican Water Works Company, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
AMGNAmgen Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
APHAmphenol CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
AONAon plc Class A Ordinary SharesJP Morgan Brokerage AccountSelf$1K–$15K
AONAon plc Class A Ordinary SharesRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
APPApplovin CorporationJP Morgan Brokerage Account #2Self$1K–$15K
ADMArcher-Daniels-Midland CompanyJP Morgan Brokerage AccountSelf$1K–$15K
ANETArista Networks, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
ANETArista Networks, Inc.KCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
AJGArthur J. Gallagher & Co.JP Morgan Brokerage AccountSelf$1K–$15K
TEAMAtlassian CorporationJP Morgan Brokerage Account #2Self$1K–$15K
ATOAtmos Energy CorporationJP Morgan Brokerage AccountSelf$1K–$15K
AZOAutoZone, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
AZOAutoZone, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
ADSKAutodesk, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ADPAutomatic Data Processing, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ADPAutomatic Data Processing, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
AVBAvalonBay Communities, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
BXPBXP, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
BKRBaker Hughes CompanyJP Morgan Brokerage AccountSelf$1K–$15K
BALLBall CorporationJP Morgan Brokerage AccountSelf$1K–$15K
BAXBaxter International Inc.JP Morgan Brokerage AccountSelf$1K–$15K
BDXBecton, Dickinson and CompanyJP Morgan Brokerage AccountSelf$1K–$15K
BIIBBiogen Inc.JP Morgan Brokerage AccountSelf$1K–$15K
BKNGBooking Holdings Inc.JP Morgan Brokerage Account #2Self$1K–$15K
BKNGBooking Holdings Inc.Rollover IRASelf$1K–$15K
BMYBristol-Myers Squibb CompanyLPL Account ISelf$1K–$15K
BMYBristol-Myers Squibb CompanyRollover IRASelf$1K–$15K
AVGOBroadcom Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
BRBroadridge Financial Solutions, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CACICACI International, Inc.LPL Account ISelf$1K–$15K
CBRECBRE Group Inc Common Stock Class AJP Morgan Brokerage AccountSelf$1K–$15K
CDWCDW CorporationJP Morgan Brokerage AccountSelf$1K–$15K
CDWCDW CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
CMECME Group Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CMSCMS Energy CorporationJP Morgan Brokerage AccountSelf$1K–$15K
CVSCVS Health CorporationRollover IRASelf$1K–$15K
CDNSCadence Design Systems, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CDNSCadence Design Systems, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
CDNSCadence Design Systems, Inc.KCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
CMNIXCalamos Market Neutral Fd Cl IFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
CPTCamden Property TrustJP Morgan Brokerage AccountSelf$1K–$15K
CAHCardinal Health, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CARRCarrier Global CorporationJP Morgan Brokerage AccountSelf$1K–$15K
Cboe Global Markets, Inc. (CBOE)JP Morgan Brokerage AccountSelf$1K–$15K
CORCencora, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CNPCenterPoint Energy, IncJP Morgan Brokerage AccountSelf$1K–$15K
CHTRCharter Communications, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CHEChemed CorpLPL Account ISelf$1K–$15K
CMGChipotle Mexican Grill, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CHDChurch & Dwight Company, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CHDChurch & Dwight Company, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
CTASCintas CorporationLPL Account IISelf$1K–$15K
CTASCintas CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
CTSHCognizant Technology Solutions CorporationJP Morgan Brokerage AccountSelf$1K–$15K
COINCoinbase Global, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
CLColgate-Palmolive CompanyJP Morgan Brokerage AccountSelf$1K–$15K
CMCSAComcast CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
CFLTConfluent, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
EDConsolidated Edison, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
STZConstellation Brands, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CPRTCopart, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CPRTCopart, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
GLWCorning IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
CPAYCorpay, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
CTVACorteva, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
COSTCostco Wholesale CorporationKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
COSTCostco Wholesale CorporationLPL Account ISelf$1K–$15K
COSTCostco Wholesale CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
CTRACoterra Energy Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CRWDCrowdStrike Holdings, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
CCICrown Castle Inc.JP Morgan Brokerage AccountSelf$1K–$15K
CMICummins Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DHID.R. Horton, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
SREDBA SempraJP Morgan Brokerage AccountSelf$1K–$15K
DFSCXDFA U.S. Micro Cap PortfolioFundRoth IRASelf$1K–$15K
DFSTXDFA U.S. Small Cap PortfolioFundRoth IRASelf$1K–$15K
DFSVXDFA U.S. Small Cap Value PortfolioFundRoth IRASelf$1K–$15K
DTEDTE Energy CompanyJP Morgan Brokerage AccountSelf$1K–$15K
DVADaVita Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DRIDarden Restaurants, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DDOGDatadog, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
DECKDeckers Outdoor CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
DEDeere & CompanyKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
DELLDell Technologies Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DALDelta Air Lines, Inc.Etrade Brokerage AccountSelf$1K–$15K
DALDelta Air Lines, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DVNDevon Energy CorporationJP Morgan Brokerage AccountSelf$1K–$15K
DXCMDexCom, Inc.Etrade Brokerage AccountSelf$1K–$15K
DXCMDexCom, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DLRDigital Realty Trust, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DGDollar General CorporationJP Morgan Brokerage AccountSelf$1K–$15K
DDominion Energy, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DPZDomino's Pizza IncLPL Account IISelf$1K–$15K
DPZDomino's Pizza IncRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
DASHDoorDash, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DOVDover CorporationJP Morgan Brokerage AccountSelf$1K–$15K
DOWDow Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DUKDuke Energy CorporationJP Morgan Brokerage AccountSelf$1K–$15K
EOGEOG Resources, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
EQTEQT CorporationJP Morgan Brokerage AccountSelf$1K–$15K
EWEdwards Lifesciences CorporationJP Morgan Brokerage AccountSelf$1K–$15K
ESTCElastic N.V. Ordinary SharesJP Morgan Brokerage Account #2Self$1K–$15K
EAElectronic Arts Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ELVElevance Health, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
ETREntergy CorporationJP Morgan Brokerage AccountSelf$1K–$15K
EFXEquifax, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
EQIXEquinix, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
EQREquity Residential Common Shares of Beneficial InterestJP Morgan Brokerage AccountSelf$1K–$15K
ESSEssex Property Trust, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ESEversource EnergyJP Morgan Brokerage AccountSelf$1K–$15K
EXCExelon CorporationJP Morgan Brokerage AccountSelf$1K–$15K
Expand Energy Corp (EXE)OtherJP Morgan Brokerage AccountSelf$1K–$15K
EXPEExpedia Group, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
EXPOExponent, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
EXRExtra Space Storage IncJP Morgan Brokerage AccountSelf$1K–$15K
FFIVF5, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
BUFZFT Vest Laddered Moderate Buffer ETFFundLPL Account ISelf$1K–$15K
BUFZFT Vest Laddered Moderate Buffer ETFFundRollover IRASelf$1K–$15K
FDSFactSet Research Systems Inc.KCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
FDSFactSet Research Systems Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
FICOFair Isaac CorporationJP Morgan Brokerage AccountSelf$1K–$15K
FICOFair Isaac CorporationLPL Account IISelf$1K–$15K
FASTFastenal CompanyJP Morgan Brokerage AccountSelf$1K–$15K
FDAGXFidelity Advisor Consumer Staples Fund Class AFundNYLIFE Securities IRASpouse$1K–$15K
FCLAXFidelity Advisor Industrials Cl AFundNYLIFE Securities IRASpouse$1K–$15K
FITBFifth Third BancorpJP Morgan Brokerage AccountSelf$1K–$15K
FEFirstEnergy Corp.JP Morgan Brokerage AccountSelf$1K–$15K
FISVFiserv, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
FISVFiserv, Inc.LPL Account ISelf$1K–$15K
FISVFiserv, Inc.LPL Account IISelf$1K–$15K
FISVFiserv, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
FFord Motor CompanyJP Morgan Brokerage AccountSelf$1K–$15K
FTNTFortinet, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
FTVFortive CorporationJP Morgan Brokerage AccountSelf$1K–$15K
FOXFox CorporationJP Morgan Brokerage AccountSelf$1K–$15K
FCXFreeport-McMoRan, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
GEHCGE HealthCare Technologies Inc.JP Morgan Brokerage AccountSelf$1K–$15K
GENGen Digital Inc.JP Morgan Brokerage AccountSelf$1K–$15K
GNRCGenerac Holdlings Inc.JP Morgan Brokerage AccountSelf$1K–$15K
GISGeneral Mills, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
GMGeneral Motors CompanyJP Morgan Brokerage AccountSelf$1K–$15K
GTLBGitLab Inc.JP Morgan Brokerage Account #2Self$1K–$15K
GLGlobe Life Inc.KCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
GDDYGoDaddy Inc.JP Morgan Brokerage AccountSelf$1K–$15K
GPKGraphic Packaging Holding CompanyLPL Account ISelf$1K–$15K
HCAHCA Healthcare, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
HCAHCA Healthcare, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
HCSGHealthcare Services Group, Inc.Rollover IRASelf$1K–$15K
HSICHenry Schein, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
HLTHilton Worldwide Holdings Inc.JP Morgan Brokerage AccountSelf$1K–$15K
HWMHowmet Aerospace Inc.JP Morgan Brokerage AccountSelf$1K–$15K
HUBSHubSpot, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
HUBBHubbell IncJP Morgan Brokerage AccountSelf$1K–$15K
HBANHuntington Bancshares IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
IDXXIDEXX Laboratories, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
IDXXIDEXX Laboratories, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
IQVIQVIA Holdings, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ITWIllinois Tool Works Inc.JP Morgan Brokerage AccountSelf$1K–$15K
INCYIncyte CorporationJP Morgan Brokerage AccountSelf$1K–$15K
IRIngersoll Rand Inc.JP Morgan Brokerage AccountSelf$1K–$15K
IBPInstalled Building Products, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
IBPInstalled Building Products, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
PODDInsulet CorporationJP Morgan Brokerage AccountSelf$1K–$15K
INTCIntel CorporationEtrade Brokerage AccountSelf$1K–$15K
INTCIntel CorporationJP Morgan Brokerage Account #2Self$1K–$15K
ICEIntercontinental Exchange Inc.JP Morgan Brokerage AccountSelf$1K–$15K
IBMInternational Business Machines CorporationJP Morgan Brokerage Account #2Self$1K–$15K
IPInternational Paper CompanyJP Morgan Brokerage AccountSelf$1K–$15K
IVZInvesco LtdJP Morgan Brokerage AccountSelf$1K–$15K
XSVMInvesco S&P SmallCap Value with Momentum ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
INVHInvitation Homes Inc.JP Morgan Brokerage AccountSelf$1K–$15K
IRMIron Mountain IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
JHQTXJPMorgan Hedged Equity 3 Fund Class IFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
JDBAXJanus Henderson Balanced Fund - A SharesFundNYLIFE Securities Roth IRASpouse$1K–$15K
JCIJohnson Controls International plc Ordinary ShareJP Morgan Brokerage AccountSelf$1K–$15K
KKRKKR & Co. Inc.JP Morgan Brokerage AccountSelf$1K–$15K
KLACKLA CorporationJP Morgan Brokerage AccountSelf$1K–$15K
KVUEKenvue Inc.JP Morgan Brokerage AccountSelf$1K–$15K
KEYKeyCorpJP Morgan Brokerage AccountSelf$1K–$15K
KMBKimberly-Clark CorporationJP Morgan Brokerage AccountSelf$1K–$15K
KIMKimco Realty CorporationJP Morgan Brokerage AccountSelf$1K–$15K
KMIKinder Morgan, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
KRKroger CompanyJP Morgan Brokerage AccountSelf$1K–$15K
LHXL3Harris Technologies, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
LKQLKQ CorporationLPL Account ISelf$1K–$15K
LKQLKQ CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
LHLabcorp Holdings Inc.JP Morgan Brokerage AccountSelf$1K–$15K
LDOSLeidos Holdings, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
LMNDLemonade, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
LIILennox International, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
LSTLeuthold Select Industries ETFFundRoth IRASelf$1K–$15K
LYVLive Nation Entertainment, Inc.Etrade Brokerage AccountSelf$1K–$15K
LMTLockheed Martin CorporationJP Morgan Brokerage AccountSelf$1K–$15K
LMTLockheed Martin CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
LLoews CorporationJP Morgan Brokerage AccountSelf$1K–$15K
LOWLowe's Companies, Inc.LPL Account ISelf$1K–$15K
LYBLyondellBasell Industries NV Ordinary Shares Class AJP Morgan Brokerage AccountSelf$1K–$15K
MTSIMACOM Technology Solutions Holdings, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
MSCIMSCI Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MVP LS FUND CDIII LLC SERIES 1OtherRPB Ventures LLCSelf$1K–$15K
MPCMarathon Petroleum CorporationJP Morgan Brokerage AccountSelf$1K–$15K
MPCMarathon Petroleum CorporationLPL Account ISelf$1K–$15K
MARMarriott InternationalJP Morgan Brokerage AccountSelf$1K–$15K
MMCMarsh & McLennan Companies, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MLMMartin Marietta Materials, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MASMasco CorporationJP Morgan Brokerage AccountSelf$1K–$15K
MAMastercard IncorporatedRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
MKCMcCormick & Company, IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
MELIMercadoLibre, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
METMetLife, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MTDMettler-Toledo International, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MTDMettler-Toledo International, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
MCHPMicrochip Technology IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
MUMicron Technology, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
MSFTMicrosoft CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
MAAMid-America Apartment Communities, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MHKMohawk Industries, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MOHMolina Healthcare IncJP Morgan Brokerage AccountSelf$1K–$15K
MDLZMondelez International, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MDBMongoDB, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
MPWRMonolithic Power Systems, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
MNSTMonster Beverage CorporationJP Morgan Brokerage AccountSelf$1K–$15K
MCOMoody's CorporationJP Morgan Brokerage AccountSelf$1K–$15K
MOSMosaic CompanyJP Morgan Brokerage AccountSelf$1K–$15K
NRGNRG Energy, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
NXPINXP Semiconductors N.V.JP Morgan Brokerage AccountSelf$1K–$15K
MSXAXNYLI S&P 500 Index Fund Class AFundNYLIFE Securities Roth IRASpouse$1K–$15K
NDAQNasdaq, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
NDAQNasdaq, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
NWSANews CorporationJP Morgan Brokerage AccountSelf$1K–$15K
NWSNews CorporationJP Morgan Brokerage AccountSelf$1K–$15K
NINiSource IncJP Morgan Brokerage AccountSelf$1K–$15K
NKENike, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
NSCNorfolk Southern CorporationJP Morgan Brokerage AccountSelf$1K–$15K
NOCNorthrop Grumman CorporationJP Morgan Brokerage AccountSelf$1K–$15K
NCLHNorwegian Cruise Line Holdings Ltd. Ordinary SharesEtrade Brokerage AccountSelf$1K–$15K
NUNu Holdings Ltd. Class A Ordinary SharesJP Morgan Brokerage Account #2Self$1K–$15K
ORLYO'Reilly Automotive, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ORLYO'Reilly Automotive, Inc.LPL Account IISelf$1K–$15K
ORLYO'Reilly Automotive, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
OKEONEOK, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
OXYOccidental Petroleum CorporationJP Morgan Brokerage AccountSelf$1K–$15K
OKTAOkta, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
ODFLOld Dominion Freight Line, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ORCLOracle CorporationRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
OTISOtis Worldwide CorporationJP Morgan Brokerage AccountSelf$1K–$15K
PCARPACCAR Inc.JP Morgan Brokerage AccountSelf$1K–$15K
PEDPXPIMCO Extended Duration Fund Class I-2FundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
PONPXPIMCO Income Fund Class I-2FundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
PMOPXPIMCO Moderate Duration Fund Class I-2FundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
PNCPNC Financial Services Group, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
PPLPPL CorporationJP Morgan Brokerage AccountSelf$1K–$15K
PCGPacific Gas & Electric Co.JP Morgan Brokerage AccountSelf$1K–$15K
PANWPalo Alto Networks, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
PYPLPayPal Holdings, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
PAYXPaychex, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
PCTYPaylocity Holding CorporationLPL Account ISelf$1K–$15K
PSXPhillips 66JP Morgan Brokerage AccountSelf$1K–$15K
PCORProcore Technologies, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
PLDPrologis, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
PEGPublic Service Enterprise Group IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
PSAPublic StorageJP Morgan Brokerage AccountSelf$1K–$15K
PHMPulteGroup, Inc.LPL Account ISelf$1K–$15K
PWRQuanta Services, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
DGXQuest Diagnostics IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
ORealty Income CorporationJP Morgan Brokerage AccountSelf$1K–$15K
REGRegency Centers CorporationJP Morgan Brokerage AccountSelf$1K–$15K
REGNRegeneron Pharmaceuticals, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
REGNRegeneron Pharmaceuticals, Inc.LPL Account ISelf$1K–$15K
RFRegions Financial CorporationJP Morgan Brokerage AccountSelf$1K–$15K
RSGRepublic Services, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
RMDResMed Inc.JP Morgan Brokerage AccountSelf$1K–$15K
RMDResMed Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
ROLRollins, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ROPRoper Technologies, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ROPRoper Technologies, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
ROSTRoss Stores, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
RCLRoyal Caribbean Cruises Ltd.JP Morgan Brokerage AccountSelf$1K–$15K
SBACSBA Communications CorporationJP Morgan Brokerage Account #2Self$1K–$15K
SLBSLB Limited Common SharesRollover IRASelf$1K–$15K
STESTERIS plcJP Morgan Brokerage AccountSelf$1K–$15K
CRMSalesforce, Inc.KCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
SCHXSchwab U.S. Large-Cap ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
SESea Limited American Depositary Shares, each representing one Class A Ordinary ShareJP Morgan Brokerage Account #2Self$1K–$15K
STXSeagate Technology Holdings PLC - Ordinary SharesJP Morgan Brokerage AccountSelf$1K–$15K
TTANServiceTitan, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
SHWSherwin-Williams CompanyJP Morgan Brokerage AccountSelf$1K–$15K
SHWSherwin-Williams CompanyRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
SPGSimon Property Group, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
SWSmurfit WestRock plc Ordinary SharesJP Morgan Brokerage AccountSelf$1K–$15K
SNASnap-On IncorporatedRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
SOLSSollensys Corp.JP Morgan Brokerage AccountSelf$1K–$15K
SOSouthern CompanyJP Morgan Brokerage AccountSelf$1K–$15K
SPOTSpotify Technology S.A. Ordinary SharesJP Morgan Brokerage Account #2Self$1K–$15K
SBUXStarbucks CorporationJP Morgan Brokerage AccountSelf$1K–$15K
STTState Street CorporationJP Morgan Brokerage AccountSelf$1K–$15K
BILState Street SPDR Bloomberg 1-3 Month T-Bill ETFFundRoth IRASelf$1K–$15K
SPABState Street SPDR Portfolio Aggregate Bond ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
SPABState Street SPDR Portfolio Aggregate Bond ETFFundRollover IRASelf$1K–$15K
SPABState Street SPDR Portfolio Aggregate Bond ETFFundRoth IRASelf$1K–$15K
SPTLState Street SPDR Portfolio Long Term Treasury ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
SPTMState Street SPDR Portfolio S&P 1500 Composite Stock Market ETFFundRollover IRASelf$1K–$15K
SPMDState Street SPDR Portfolio S&P 400 Mid Cap ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
SPSMState Street SPDR Portfolio S&P 600 Small Cap ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
Sweep AccountCashJP Morgan Brokerage Account #2Self$1K–$15K
SNPSSynopsys, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
SNPSSynopsys, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
SNPSSynopsys, Inc.KCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
SYYSysco CorporationJP Morgan Brokerage AccountSelf$1K–$15K
PRWCXT. Rowe Price Capital Appreciation FundFundRollover IRASelf$1K–$15K
PRWCXT. Rowe Price Capital Appreciation FundFundRoth IRASelf$1K–$15K
TELTE Connectivity plc Ordinary SharesJP Morgan Brokerage AccountSelf$1K–$15K
TTWOTake-Two Interactive Software, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
TRGPTarga Resources, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
TDYTeledyne Technologies IncorporatedJP Morgan Brokerage AccountSelf$1K–$15K
TDYTeledyne Technologies IncorporatedRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
TEMTempus AI, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
TXNTexas Instruments IncorporatedJP Morgan Brokerage Account #2Self$1K–$15K
TPLTexas Pacific Land CorporationJP Morgan Brokerage AccountSelf$1K–$15K
AESThe AES CorporationJP Morgan Brokerage AccountSelf$1K–$15K
BKThe Bank of New York Mellon CorporationJP Morgan Brokerage AccountSelf$1K–$15K
CIThe Cigna GroupJP Morgan Brokerage AccountSelf$1K–$15K
CIThe Cigna GroupRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
HIGThe Hartford Insurance Group, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
HSYThe Hershey CompanyJP Morgan Brokerage AccountSelf$1K–$15K
HSYThe Hershey CompanyRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
KHCThe Kraft Heinz CompanyJP Morgan Brokerage AccountSelf$1K–$15K
TTDThe Trade Desk, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
THOThor Industries, Inc.LPL Account ISelf$1K–$15K
TSCOTractor Supply CompanyJP Morgan Brokerage AccountSelf$1K–$15K
TSCOTractor Supply CompanyRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
TTTrane Technologies plcJP Morgan Brokerage AccountSelf$1K–$15K
TFCTruist Financial CorporationJP Morgan Brokerage AccountSelf$1K–$15K
TYLTyler Technologies, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
USBU.S. BancorpJP Morgan Brokerage AccountSelf$1K–$15K
DURPXU.S. High Relative Profitability Portfolio Institutional ClassFundRollover IRASelf$1K–$15K
DURPXU.S. High Relative Profitability Portfolio Institutional ClassFundRoth IRASelf$1K–$15K
UDRUDR, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
US Treasury Note 1/31/26BondLPL Account IIISelf$1K–$15K
UBERUber Technologies, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
UPSUnited Parcel Service, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
URIUnited Rentals, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
URIUnited Rentals, Inc.LPL Account ISelf$1K–$15K
URIUnited Rentals, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
UNHUnitedHealth Group IncorporatedRPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
UHSUniversal Health Services, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
VICIVICI Properties Inc.JP Morgan Brokerage AccountSelf$1K–$15K
VLOValero Energy CorporationJP Morgan Brokerage AccountSelf$1K–$15K
VBRVanguard Small-Cap Value ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
VTIVanguard Total Stock Market ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
VEEVVeeva Systems Inc.JP Morgan Brokerage Account #2Self$1K–$15K
VTRVentas, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
VRSKVerisk Analytics, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
VICRVicor CorporationJP Morgan Brokerage Account #2Self$1K–$15K
VVisa Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
VSTVistra Corp.JP Morgan Brokerage AccountSelf$1K–$15K
VMCVulcan Materials CompanyJP Morgan Brokerage AccountSelf$1K–$15K
WRBW.R. Berkley CorporationJP Morgan Brokerage AccountSelf$1K–$15K
GWWW.W. Grainger, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
GWWW.W. Grainger, Inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
WRBYWarby Parker Inc.JP Morgan Brokerage Account #2Self$1K–$15K
WMWaste Management, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
WATWaters CorporationJP Morgan Brokerage AccountSelf$1K–$15K
WELLWelltower Inc.JP Morgan Brokerage AccountSelf$1K–$15K
WTWWillis Towers Watson Public Limited Company - Ordinary SharesJP Morgan Brokerage AccountSelf$1K–$15K
WGOWinnebago Industries, Inc.LPL Account ISelf$1K–$15K
WDAYWorkday, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
XELXcel Energy Inc.JP Morgan Brokerage AccountSelf$1K–$15K
XYLXylem Inc. Common Stock NewJP Morgan Brokerage AccountSelf$1K–$15K
YUMYum! Brands, Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ZBRAZebra Technologies CorporationJP Morgan Brokerage AccountSelf$1K–$15K
ZTSZoetis Inc.JP Morgan Brokerage AccountSelf$1K–$15K
ZMZoom Communications, Inc.JP Morgan Brokerage Account #2Self$1K–$15K
EBAYeBay Inc.JP Morgan Brokerage AccountSelf$1K–$15K
IWPiShares Russell Midcap Growth ETFFundRoth IRASelf$1K–$15K
TIPiShares TIPS Bond ETFFundKCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
LULUlululemon athletica inc.KCI Holdings LLC ⇒ LPL Brokerage AccountSelf$1K–$15K
LULUlululemon athletica inc.RPB Ventures LLC ⇒ LPL AccountSelf$1K–$15K
MNDYmonday.com Ltd. - Ordinary SharesJP Morgan Brokerage Account #2Self$1K–$15K

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Apr 28, 2025 Periodic transaction report 52 trades View original
Apr 22, 2025 Periodic transaction report 22 trades View original
Apr 9, 2025 Periodic transaction report 19 trades View original
Mar 27, 2025 Periodic transaction report 114 trades View original
Mar 10, 2025 Periodic transaction report 8 trades View original
Mar 7, 2025 Periodic transaction report 12 trades View original
Feb 13, 2025 Periodic transaction report 130 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.