| 2025-10-22 | 2025-10-14 | Buy |
UNP Union Pacific Corporation Common Stock |
$50,001 - $100,000 |
Source |
| 2025-10-22 | 2025-10-14 | Buy |
iShares Core S&P 500 ETF |
$50,001 - $100,000 |
Source |
| 2025-10-22 | 2025-10-14 | Buy |
UNP Union Pacific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-10-22 | 2025-10-14 | Buy |
UNP Union Pacific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-10-22 | 2025-10-14 | Buy |
iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2025-10-22 | 2025-10-14 | Buy |
iShares Core S&P 500 ETF |
$1,001 - $15,000 |
Source |
| 2025-08-14 | 2025-08-04 | Buy |
NVO Novo Nordisk A/S Common Stock |
$15,001 - $50,000 |
Source |
| 2025-08-14 | 2025-08-04 | Sale |
CMCSA Comcast Corporation - Class A Common Stock |
$15,001 - $50,000 |
Source |
| 2025-08-14 | 2025-08-04 | Buy |
NVO Novo Nordisk A/S Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-14 | 2025-08-04 | Buy |
NVO Novo Nordisk A/S Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-14 | 2025-08-04 | Buy |
NVO Novo Nordisk A/S Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-14 | 2025-08-04 | Sale |
CMCSA Comcast Corporation - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-08-14 | 2025-08-04 | Sale |
CMCSA Comcast Corporation - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-31 | 2025-07-22 | Sale |
UPS United Parcel Service, Inc. Common Stock |
$50,001 - $100,000 |
Source |
| 2025-07-31 | 2025-07-22 | Sale |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-31 | 2025-07-22 | Sale |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
WMT Walmart Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
V Visa Inc. |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
PG Procter & Gamble Company |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
MSFT Microsoft Corporation - Common Stock |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
MCD McDonald's Corporation Common Stock |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
JPM JP Morgan Chase & Co. Common Stock |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
JNJ Johnson & Johnson Common Stock |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
HD Home Depot, Inc. |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
AAPL Apple Inc. - Common Stock |
$15,001 - $50,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
PEP Pepsico, Inc. |
$1,001 - $15,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
KVUE Kenvue Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2025-07-14 | 2025-06-16 | Sale |
CSCO Cisco Systems, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-01-30 | Partial sale |
WMT Walmart Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
V Visa Inc. |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
UPS United Parcel Service, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
UNH UnitedHealth Group Incorporated Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-01-30 | Partial sale |
SBUX Starbucks Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
PG Procter & Gamble Company |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
PEP Pepsico, Inc. |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
MSFT Microsoft Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
MRK Merck & Company, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
MCD McDonald's Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
Lord Abbett Short Duration High Yield I... |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
LMT Lockheed Martin Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
JPM JP Morgan Chase & Co. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
JNJ Johnson & Johnson Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-09-25 | Buy |
ITW Illinois Tool Works Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
HSY The Hershey Company Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
HD Home Depot, Inc. |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
GOOG Alphabet Inc. - Class C Capital Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
GD General Dynamics Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
Fidelity Advisor Total Bond CL Z |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
CMCSA Comcast Corporation - Class A Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
CB Chubb Limited Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-01-30 | Partial sale |
BRK.B Berkshire Hathaway Inc. New Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
APD Air Products and Chemicals, Inc. Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
AMGN Amgen Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-09-25 | Buy |
ADP Automatic Data Processing, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
ACN Accenture plc Class A Ordinary Shares |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-08-07 | Buy |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-07-03 | 2024-01-30 | Partial sale |
AAPL Apple Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-06-02 | 2025-04-21 | Buy |
UNP Union Pacific Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-04-17 | 2025-04-10 | Partial sale |
BWIN The Baldwin Insurance Group, Inc. -... |
$500,001 - $1,000,000 |
Source |
| 2025-04-11 | 2025-03-27 | Buy |
NVO Novo Nordisk A/S Common Stock |
$15,001 - $50,000 |
Source |
| 2025-04-11 | 2025-03-27 | Buy |
NVO Novo Nordisk A/S Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-18 | 2025-02-19 | Buy |
Fidelity Advisor Total Bond CL Z |
$800.00 |
Source |
| 2025-03-18 | 2025-01-28 | Sale |
COST Costco Wholesale Corporation - Common Stock |
$50,001 - $100,000 |
Source |
| 2025-03-18 | 2025-02-26 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$50,001 - $100,000 |
Source |
| 2025-03-18 | 2025-02-18 | Buy |
LMT Lockheed Martin Corporation Common Stock |
$15,001 - $50,000 |
Source |
| 2025-03-18 | 2025-02-18 | Buy |
LMT Lockheed Martin Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-18 | 2025-02-18 | Buy |
LMT Lockheed Martin Corporation Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-18 | 2025-01-28 | Sale |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-18 | 2025-01-28 | Sale |
COST Costco Wholesale Corporation - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-18 | 2025-02-26 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-18 | 2025-02-26 | Buy |
AMZN Amazon.com, Inc. - Common Stock |
$1,001 - $15,000 |
Source |
| 2025-03-18 | 2025-02-19 | Buy |
Fidelity Advisor Total Bond CL Z |
$1,001 - $15,000 |
Source |
| 2025-03-18 | 2025-02-19 | Buy |
Fidelity Advisor Total Bond CL Z |
$1,001 - $15,000 |
Source |
| 2025-02-23 | 2025-02-06 | Partial sale |
BWIN The Baldwin Insurance Group, Inc. -... |
$15,001 - $50,000 |
Source |
| 2025-02-23 | 2025-02-07 | Partial sale |
BWIN The Baldwin Insurance Group, Inc. -... |
$1,000,001 - $5,000,000 |
Source |