| 2024-12-27 | 2024-12-24 | Buy |
US Treasury Bill |
$50,001 - $100,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
NSC Norfolk Southern Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
NOW ServiceNow, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
LLY Eli Lilly and Company Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
HSY The Hershey Company Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
GILD Gilead Sciences, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
DUK Duke Energy Corporation |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
CAT Caterpillar, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-27 | 2024-12-24 | Buy |
ADBE Adobe Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-12-17 | 2024-12-16 | Buy |
US Treasury Bill |
$100,001 - $250,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
SCHW Charles Schwab Corporation |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
NSRGY NESTLE S.A S/ADR |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
GSK GlaxoSmithKline plc |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
DUK Duke Energy Corporation |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
ASML ASML Holding N.V. - New York Registry Shares |
$1,001 - $15,000 |
Source |
| 2024-11-27 | 2024-11-25 | Buy |
AMD Advanced Micro Devices, Inc. |
$1,001 - $15,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
US Treasury Bill |
$50,001 - $100,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
SCCO Southern Copper Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
QCOM QUALCOMM Incorporated - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
OXY Occidental Petroleum Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
NSRGY NESTLE S.A S/ADR |
$1,001 - $15,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
ADBE Adobe Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-21 | 2024-11-20 | Buy |
ABBV AbbVie Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
TSLA Tesla, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
TSCO Tractor Supply Company - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
SO Southern Company |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
PANW Palo Alto Networks, Inc. |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
NOW ServiceNow, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
HSY The Hershey Company Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
GS Goldman Sachs Group, Inc. |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
FDX FedEx Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
DELL Dell Technologies Inc. Class C Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
BX Blackstone Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-08 | 2024-11-07 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
TSLA Tesla, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
INTC Intel Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
HSY The Hershey Company Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
GLW Corning Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
DUK Duke Energy Corporation |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
DLR Digital Realty Trust, Inc. |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
AMD Advanced Micro Devices, Inc. |
$1,001 - $15,000 |
Source |
| 2024-11-04 | 2024-11-01 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
V Visa Inc. |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
TSLA Tesla, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
NSRGY NESTLE S.A S/ADR |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
INTC Intel Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
CAT Caterpillar, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
BX Blackstone Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-22 | 2024-10-21 | Buy |
ASML ASML Holding N.V. - New York Registry Shares |
$1,001 - $15,000 |
Source |
| 2024-10-10 | 2024-10-09 | Buy |
US Treasury Bill |
$100,001 - $250,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
US Treasury Bill |
$50,001 - $100,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
V Visa Inc. |
$1,001 - $15,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
META Meta Platforms, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
FDX FedEx Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
DELL Dell Technologies Inc. Class C Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
ASML ASML Holding N.V. - New York Registry Shares |
$1,001 - $15,000 |
Source |
| 2024-10-08 | 2024-10-04 | Buy |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
SCCO Southern Copper Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
LRCX Lam Research Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
INTC Intel Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
CAH Cardinal Health, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
BX Blackstone Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-23 | 2024-09-20 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-09 | 2024-09-06 | Buy |
US Treasury Bill |
$100,001 - $250,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
TSLA Tesla, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
SCHW Charles Schwab Corporation |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
QCOM QUALCOMM Incorporated - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
PANW Palo Alto Networks, Inc. |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
LULU lululemon athletica inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
GSK GlaxoSmithKline plc |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
GLW Corning Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
DLR Digital Realty Trust, Inc. |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-09-04 | 2024-09-03 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-22 | 2024-08-21 | Buy |
NVDA NVIDIA Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-22 | 2024-08-21 | Buy |
KMI Kinder Morgan, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-22 | 2024-08-21 | Buy |
INTC Intel Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-22 | 2024-08-21 | Buy |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2024-08-22 | 2024-08-21 | Buy |
FDX FedEx Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-22 | 2024-08-21 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-08-14 | 2024-08-13 | Buy |
US Treasury Bill |
$100,001 - $250,000 |
Source |
| 2024-08-02 | 2024-08-02 | Buy |
US Treasury Bill |
$100,001 - $250,000 |
Source |
| 2024-07-24 | 2024-07-24 | Buy |
US Treasury Bill |
$250,001 - $500,000 |
Source |
| 2024-07-24 | 2024-07-23 | Buy |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-07-24 | 2024-07-23 | Buy |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-07-24 | 2024-07-23 | Buy |
GLW Corning Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2024-07-24 | 2024-07-23 | Buy |
DUK Duke Energy Corporation |
$1,001 - $15,000 |
Source |
| 2024-07-24 | 2024-07-23 | Buy |
DELL Dell Technologies Inc. Class C Common Stock |
$1,001 - $15,000 |
Source |
| 2024-07-24 | 2024-07-23 | Buy |
AMAT Applied Materials, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-06-27 | 2024-06-21 | Buy |
US TREASURY BILL |
$100,001 - $250,000 |
Source |
| 2024-06-27 | 2024-06-24 | Buy |
NSRGY NESTLE S.A S/ADR |
$1,001 - $15,000 |
Source |
| 2024-06-27 | 2024-06-24 | Buy |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-06-27 | 2024-06-24 | Buy |
LULU lululemon athletica inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-06-27 | 2024-06-24 | Buy |
CRWD CrowdStrike Holdings, Inc. - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2024-06-27 | 2024-06-24 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-06-27 | 2024-06-24 | Buy |
ASML ASML Holding N.V. - New York Registry Shares |
$1,001 - $15,000 |
Source |
| 2024-05-21 | 2024-05-20 | Buy |
US TREASURY BILL 11/29/2024 |
$100,001 - $250,000 |
Source |
| 2024-05-21 | 2024-05-20 | Buy |
US TREASURY BILL 08/13/2024 |
$100,001 - $250,000 |
Source |
| 2024-05-21 | 2024-05-20 | Buy |
US TREASURY BILL 06/18/2024 |
$100,001 - $250,000 |
Source |
| 2024-05-21 | 2024-05-21 | Buy |
SO Southern Company |
$1,001 - $15,000 |
Source |
| 2024-05-21 | 2024-05-21 | Buy |
SCHW Charles Schwab Corporation |
$1,001 - $15,000 |
Source |
| 2024-05-21 | 2024-05-21 | Buy |
KMI Kinder Morgan, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-21 | 2024-05-21 | Buy |
CAT Caterpillar, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-21 | 2024-05-21 | Buy |
AMD Advanced Micro Devices, Inc. |
$1,001 - $15,000 |
Source |
| 2024-05-21 | 2024-05-21 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-09 | 2024-05-09 | Buy |
US Treaury Bill |
$250,001 - $500,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
US TREASURY BILL |
$250,001 - $500,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
VANGUARD S&P 500 ETF |
$15,001 - $50,000 |
Source |
| 2024-05-01 | 2024-04-26 | Sale |
ISHARES CORE S&P 500 ETF |
$15,001 - $50,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
TSCO Tractor Supply Company - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
QCOM QUALCOMM Incorporated - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
HSY The Hershey Company Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
GS Goldman Sachs Group, Inc. |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
VNGUARD SMALL CAP ETF |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
VANGUARD MID CAP ETF |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
VANGUARD FTSE DEVELOPED MKTS ETF IV |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-24 | Buy |
SCHWAB US LARGE CAP GROWTH ETF |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-26 | Sale |
ISHARES CORE S&P US GROWTH ETF |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-26 | Sale |
ISHARES CORE S&P SMALL CAP ETF |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-26 | Sale |
ISHARES CORE MSCI TOTL INTL STCK ETF |
$1,001 - $15,000 |
Source |
| 2024-05-01 | 2024-04-26 | Sale |
ISHARES CORE MSCI EMERGING ETF |
$1,001 - $15,000 |
Source |