ITW Illinois Tool Works | $277.52 +0.5% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/25/2024 | +7.5%
 |
ITW Illinois Tool Works | $277.52 +0.5% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/25/2024 | +7.5%
 |
ADP Automatic Data Processing | $306.93 +0.0% | Purchase $1,001 - $15,000 | 10/15/2024 | 9/24/2024 | +10.9%
 |
ADP Automatic Data Processing | $306.93 +0.0% | Purchase $50,001 - $100,000 | 10/15/2024 | 9/24/2024 | +10.9%
 |
SBUX Starbucks | $102.46 +0.9% | Sale $1,001 - $15,000 | 8/20/2024 | 8/14/2024 | +9.1%
 |
SBUX Starbucks | $102.46 +0.9% | Sale $100,001 - $250,000 | 8/20/2024 | 8/14/2024 | +9.1%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | -2.4%
 |
MCD McDonald's | $296.01 +0.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/7/2024 | +9.9%
 |
HSY Hershey | $176.13 +1.2% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -11.9%
 |
CB Chubb | $288.73 -0.6% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +8.7%
 |
SBUX Starbucks | $102.46 +0.9% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +36.1%
 |
AMGN Amgen | $282.87 +1.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -9.5%
 |
ACN Accenture | $362.37 +0.1% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +13.9%
 |
GD General Dynamics | $284.01 +0.6% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -1.1%
 |
QQQM Invesco NASDAQ 100 ETF | $209.80 +0.9% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +17.2%
 |
UPS United Parcel Service | $135.72 +0.0% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +10.0%
 |
APD Air Products and Chemicals | $334.33 +0.3% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +20.5%
 |
KVUE Kenvue | $24.08 -0.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +15.5%
 |
IJR iShares Core S&P Small-Cap ETF | $126.53 +0.2% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +16.2%
 |
FQAL Fidelity Quality Factor ETF | $67.93 +0.5% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +14.4%
 |
WMT Walmart | $92.50 +0.7% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +36.6%
 |
MSFT Microsoft | $423.46 +0.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +6.0%
 |
NEE NextEra Energy | $78.67 +0.2% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +2.2%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +24.7%
 |
PFE Pfizer | $26.21 +1.5% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | -10.5%
 |
DGRO iShares Core Dividend Growth ETF | $64.94 +0.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +11.7%
 |
ONEQ Fidelity NASDAQ Composite Index ETF | $75.82 +0.8% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +17.6%
 |
IJR iShares Core S&P Small-Cap ETF | $126.53 +0.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +16.2%
 |
AAPL Apple | $237.33 +1.0% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +14.5%
 |
COST Costco Wholesale | $971.88 +1.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +19.0%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Sale $100,001 - $250,000 | 8/20/2024 | 8/6/2024 | +16.0%
 |
DFS Discover Financial Services | $182.43 -0.1% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +45.6%
 |
CB Chubb | $288.73 -0.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +6.4%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -5.6%
 |
UPS United Parcel Service | $135.72 +0.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +6.0%
 |
ACN Accenture | $362.37 +0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +12.2%
 |
PEP PepsiCo | $163.45 +0.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -8.2%
 |
MCD McDonald's | $296.01 +0.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +7.0%
 |
PG Procter & Gamble | $179.26 -0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +5.4%
 |
GD General Dynamics | $284.01 +0.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -2.9%
 |
SBUX Starbucks | $102.46 +0.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +35.0%
 |
MRK Merck & Co., Inc. | $101.64 -1.4% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -11.8%
 |
AMGN Amgen | $282.87 +1.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -15.3%
 |
QQQM Invesco NASDAQ 100 ETF | $209.80 +0.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +13.6%
 |
APD Air Products and Chemicals | $334.33 +0.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +18.7%
 |
NEE NextEra Energy | $78.67 +0.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +0.4%
 |
DFS Discover Financial Services | $182.43 -0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +34.0%
 |
LMT Lockheed Martin | $529.41 +0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -3.5%
 |
AAPL Apple | $237.33 +1.0% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +8.7%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +20.2%
 |
GOOG Alphabet | $170.49 -0.2% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -1.1%
 |
KVUE Kenvue | $24.08 -0.2% | Sale $0 - $1,000 | 8/20/2024 | 8/1/2024 | +29.3%
 |
PFE Pfizer | $26.21 +1.5% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -14.5%
 |
CSCO Cisco Systems | $59.21 -0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +24.9%
 |
COST Costco Wholesale | $971.88 +1.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +19.0%
 |
WMT Walmart | $92.50 +0.7% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +32.5%
 |
BRP The Baldwin Insurance Group | $48.96 +0.4% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +55.9%
 |
BRP The Baldwin Insurance Group | $48.96 +0.4% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +70.8%
 |
BRP The Baldwin Insurance Group | $48.96 +0.4% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +64.0%
 |
IJR iShares Core S&P Small-Cap ETF | $126.53 +0.2% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +29.7%
 |
MRK Merck & Co., Inc. | $101.64 -1.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -6.4%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +27.3%
 |
WMT Walmart | $92.50 +0.7% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +68.8%
 |
CSCO Cisco Systems | $59.21 -0.1% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +4.2%
 |
AAPL Apple | $237.33 +1.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +32.3%
 |
MCD McDonald's | $296.01 +0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +5.8%
 |
UPS United Parcel Service | $135.72 +0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -15.6%
 |
V Visa | $315.08 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +27.4%
 |
JNJ Johnson & Johnson | $155.01 -0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -4.7%
 |
PG Procter & Gamble | $179.26 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +15.8%
 |
DFS Discover Financial Services | $182.43 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +103.5%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +35.2%
 |
GOOG Alphabet | $170.49 -0.2% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +23.8%
 |
BRK.B Berkshire Hathaway | $483.02 0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +32.1%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +72.9%
 |
SBUX Starbucks | $102.46 +0.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +7.1%
 |
PEP PepsiCo | $163.45 +0.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -8.7%
 |
HD Home Depot | $429.13 +0.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +30.7%
 |
PFE Pfizer | $26.21 +1.5% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | -22.8%
 |
NEE NextEra Energy | $78.67 +0.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +16.5%
 |
MSFT Microsoft | $423.46 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +25.3%
 |
CMCSA Comcast | $43.19 +1.5% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +12.9%
 |
COST Costco Wholesale | $971.88 +1.1% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +95.9%
 |
COST Costco Wholesale | $971.88 +1.1% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +95.9%
 |
AAPL Apple | $237.33 +1.0% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +41.6%
 |
CMCSA Comcast | $43.19 +1.5% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +12.9%
 |
FQAL Fidelity Quality Factor ETF | $67.93 +0.5% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +42.0%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +59.9%
 |
IVV iShares Core S&P 500 ETF | $605.07 +0.5% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +45.5%
 |
IJR iShares Core S&P Small-Cap ETF | $126.53 +0.2% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +32.3%
 |
SBUX Starbucks | $102.46 +0.9% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -4.4%
 |
WMT Walmart | $92.50 +0.7% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +88.4%
 |
BRK.A Berkshire Hathaway | $724,040.00 +0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +57.9%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Sale $1,001 - $15,000 | 3/7/2023 | 2/21/2023 | +73.4%
 |
MSFT Microsoft | $423.46 +0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +67.6%
 |
VZ Verizon Communications | $44.34 -0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +9.8%
 |
UNH UnitedHealth Group | $610.20 +0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +24.2%
 |
UPS United Parcel Service | $135.72 +0.0% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -27.4%
 |
SBUX Starbucks | $102.46 +0.9% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -6.0%
 |
BRK.B Berkshire Hathaway | $483.02 0.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +56.0%
 |
PFE Pfizer | $26.21 +1.5% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -39.5%
 |
NEE NextEra Energy | $78.67 +0.2% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +2.2%
 |
QQQ Invesco QQQ | $509.74 +0.9% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +64.9%
 |
CMCSA Comcast | $43.19 +1.5% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +9.6%
 |
CSCO Cisco Systems | $59.21 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +22.2%
 |
AAPL Apple | $237.33 +1.0% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +52.8%
 |
PNC The PNC Financial Services Group | $214.72 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +34.2%
 |
MSFT Microsoft | $423.46 +0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +57.2%
 |
MDT Medtronic | $86.54 +0.3% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +2.4%
 |
JPM JPMorgan Chase & Co. | $249.72 0.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +73.7%
 |
IJR iShares Core S&P Small-Cap ETF | $126.53 +0.2% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +19.8%
 |
CSCO Cisco Systems | $59.21 -0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +34.2%
 |
WMT Walmart | $92.50 +0.7% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +105.2%
 |
MSFT Microsoft | $423.46 +0.1% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +68.0%
 |
WMT Walmart | $92.50 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +105.2%
 |
MDT Medtronic | $86.54 +0.3% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | -4.2%
 |
MDT Medtronic | $86.54 +0.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | -4.2%
 |
IVW iShares S&P 500 Growth ETF | $100.96 +1.0% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +58.4%
 |
ONEQ Fidelity NASDAQ Composite Index ETF | $75.82 +0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +66.2%
 |
CSCO Cisco Systems | $59.21 -0.1% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +34.2%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/12/2022 | +26.5%
 |
LMT Lockheed Martin | $529.41 +0.7% | Purchase $50,001 - $100,000 | 10/11/2022 | 9/12/2022 | +26.5%
 |
SBUX Starbucks | $102.46 +0.9% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +15.5%
 |
SBUX Starbucks | $102.46 +0.9% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +15.5%
 |
HD Home Depot | $429.13 +0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +43.2%
 |
HD Home Depot | $429.13 +0.5% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +43.2%
 |
BRP The Baldwin Insurance Group | $48.96 +0.4% | Sale $1,000,001 - $5,000,000 | 6/1/2021 | 4/27/2021 | +63.4%
 |
BRP The Baldwin Insurance Group | $48.96 +0.4% | Sale $1,000,001 - $5,000,000 | 3/3/2022 | 4/27/2021 | +63.4%
 |
BRP The Baldwin Insurance Group | $48.96 +0.4% | Exchange $1,000,001 - $5,000,000 | 3/26/2021 | 2/11/2021 | +71.5%
 |