| 2026-10-14 | 2026-09-18 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
V Visa Inc. |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
PG Procter & Gamble Company |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
PEP Pepsico, Inc. |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
O Realty Income Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
MDT Medtronic plc. Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
MCD McDonald's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
LHX L3Harris Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
ITW Illinois Tool Works Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
ICE Intercontinental Exchange Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
EMR Emerson Electric Company Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
AWK American Water Works Company, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
APD Air Products and Chemicals, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
ADP Automatic Data Processing, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
ADI Analog Devices, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2026-08-14 | 2026-07-30 | Sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
SPSM State Street SPDR ETF Portfolio S&P 600 Small |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
MGK L: US Vanguard Mega Cap Growth ETF |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Buy |
LHX L3Harris Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Buy |
LHX L3Harris Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
IMCB Ishares Morningstar ETF Mid Cap |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Buy |
ICE Intercontinental Exchange Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
ADI Analog Devices, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
ADI Analog Devices, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Buy |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Buy |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2026-07-09 | 2026-06-12 | Partial sale |
Vanguard Mega Cap Growth ETF |
$1,001 - $15,000 |
Source |
| 2026-05-12 | 2026-04-17 | Sale |
AMT American Tower Corporation |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2025-12-12 | Buy |
US Treasury Bill |
$100,001 - $250,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Partial sale |
NEE NextEra Energy, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
MGK L: US Vanguard Mega Cap Growth ETF |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
MGK L: US Vanguard Mega Cap Growth ETF |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Partial sale |
LHX L3Harris Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Partial sale |
LHX L3Harris Technologies, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Partial sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Partial sale |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
BLK BlackRock, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Partial sale |
ADP Automatic Data Processing, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
ADP Automatic Data Processing, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Partial sale |
ADI Analog Devices, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Partial sale |
ADI Analog Devices, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
ABT Abbott Laboratories Common Stock |
$1,001 - $15,000 |
Source |
| 2026-04-07 | 2026-03-19 | Buy |
UnitedHealth Group Incorporated |
$1,001 - $15,000 |
Source |