| 2024-10-15 | 2024-09-25 | Buy |
ITW Illinois Tool Works Inc. Common Stock |
$50,001 - $100,000 |
Source |
| 2024-10-15 | 2024-09-24 | Buy |
ADP Automatic Data Processing, Inc. - Common Stock |
$50,001 - $100,000 |
Source |
| 2024-10-15 | 2024-09-25 | Buy |
ITW Illinois Tool Works Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-15 | 2024-09-24 | Buy |
ADP Automatic Data Processing, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
NEE NextEra Energy, Inc. Common Stock |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
Lord Abbett Short Duration High Yield I... |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
iShares Core S&P Small-Cap ETF |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
HSY The Hershey Company Common Stock |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
GD General Dynamics Corporation Common Stock |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
DFS Discover Financial Services |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
CSCO Cisco Systems, Inc. - Common Stock |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
CB Chubb Limited Common Stock |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
APD Air Products and Chemicals, Inc. Common Stock |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
AMGN Amgen Inc. - Common Stock |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
ACN Accenture plc Class A Ordinary Shares |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF |
$50,001 - $100,000 |
Source |
| 2024-08-20 | 2024-08-01 | Sale |
KVUE Kenvue Inc. Common Stock |
$447.03 |
Source |
| 2024-08-20 | 2024-08-06 | Partial sale |
WMT Walmart Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
UPS United Parcel Service, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
SBUX Starbucks Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
PFE Pfizer, Inc. Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
Fidelity Nasdaq Composite Index ETF |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Partial sale |
JPM JP Morgan Chase & Co. Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
JNJ Johnson & Johnson Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
Fidelity Quality Factor ETF |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
Fidelity Advisor Total Bond CL Z |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
iShares Core Dividend growth ETF |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Partial sale |
COST Costco Wholesale Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Partial sale |
Berkshire Hathaway Inc. |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Partial sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
ISHARES CORE S&P 500 ETF |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-01 | Sale |
INVESCO QQQ TR UNIT SER 1 |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
FIDELITY CONTRAFUND |
$15,001 - $50,000 |
Source |
| 2024-08-20 | 2024-08-14 | Sale |
SBUX Starbucks Corporation - Common Stock |
$100,001 - $250,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
PowerShares QQQ Trust, Series 1 (NASDAQ) |
$100,001 - $250,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
Fidelity Advisor Total Bond CL Z |
$100,001 - $250,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
LORD ABBETT ULTRA SHORT BOND CL I |
$100,001 - $250,000 |
Source |
| 2024-08-20 | 2024-08-01 | Partial sale |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-14 | Sale |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-14 | Sale |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-14 | Sale |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
PG Procter & Gamble Company |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Sale |
PFE Pfizer, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
PEP Pepsico, Inc. |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Sale |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-07 | Buy |
MCD McDonald's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
MCD McDonald's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
Lord Abbett Ultra Short Bond CL I |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
Lord Abbett Short Duration High Yield I... |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Partial sale |
LMT Lockheed Martin Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
KVUE Kenvue Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Partial sale |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
iShares Core S&P Small-Cap ETF |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
HSY The Hershey Company Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Partial sale |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
GD General Dynamics Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-06 | Sale |
Fidelity FL High Income |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Sale |
DFS Discover Financial Services |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Sale |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Partial sale |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
CB Chubb Limited Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Partial sale |
Berkshire Hathaway Inc. |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
APD Air Products and Chemicals, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
AMGN Amgen Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
ACN Accenture plc Class A Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Partial sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Sale |
Lord Abbott Ultra Short Bond CL I |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Sale |
IShares Core S&P Small Cap E |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-02 | Buy |
FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF |
$1,001 - $15,000 |
Source |
| 2024-08-20 | 2024-08-01 | Partial sale |
FIDELITY MID CAP STOCK |
$1,001 - $15,000 |
Source |
| 2024-06-02 | 2024-05-08 | Partial sale |
BRP BRP group, Inc. - Class A |
$500,001 - $1,000,000 |
Source |
| 2024-04-23 | 2024-04-09 | Partial sale |
BRP BRP group, Inc. - Class A |
$1,001 - $15,000 |
Source |
| 2024-04-23 | 2024-03-21 | Partial sale |
BRP BRP group, Inc. - Class A |
$1,000,001 - $5,000,000 |
Source |