| 2025-12-09 | 2025-11-05 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
V Visa Inc. |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
PG Procter & Gamble Company |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
PEP Pepsico, Inc. |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
O Realty Income Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
MDT Medtronic plc. Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
MCD McDonald's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
LHX L3Harris Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
ITW Illinois Tool Works Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
ICE Intercontinental Exchange Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
EMR Emerson Electric Company Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
AWK American Water Works Company, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
APD Air Products and Chemicals, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
ADP Automatic Data Processing, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
ADI Analog Devices, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2025-12-09 | 2025-11-05 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-10-09 | 2025-09-18 | Partial sale |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2025-10-09 | 2025-09-18 | Partial sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-10-09 | 2025-09-18 | Partial sale |
LHX L3Harris Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-10-09 | 2025-09-18 | Partial sale |
BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
Thornburg Strategic Income Fund Class 1 Shs |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
PEP Pepsico, Inc. |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
O Realty Income Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
Neuberger Berman Genesis Institutional |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
L: US Vanguard Mega Cap Growth ETF |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
MDT Medtronic plc. Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
MCD McDonald's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
LHX L3Harris Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
Janus Henderson Flexible Bond Fund - I Shares |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
ITW Illinois Tool Works Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
ICE Intercontinental Exchange Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
Fidelity Advisor Total Bond Fund: Class I |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
Fidelity Advisor International Capital... |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
Nuveen Real Estate Securities Fund Cl I |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
EMR Emerson Electric Company Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
Baron Emerging Markets Fd Inst Shs |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
Baron Asset Fund Inst Shs |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
AWK American Water Works Company, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
APD Air Products and Chemicals, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
AMT American Tower Corporation |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
ADP Automatic Data Processing, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
ADI Analog Devices, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2025-09-17 | 2023-03-15 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |