Congressional Trades
U.S. House · IN06

Jefferson Shreve

634

Trades

207

Purchases

425

Sales

12

Filings

Disclosed Transactions

DateTypeSecurityOwnerAmount
05/20/2026Purchase
—JP Morgan 3-Year Auto Callable Buffer Note INDU/NDX/RTY- May 2026Corporate security
Self$5,000,001 - $25,000,000
05/20/2026Purchase
—Structured Note Morgan Stanley 37-Month One-time Callable Note INDU/SPX - May 2026Corporate security
Self$1,000,001 - $5,000,000
02/17/2026Purchase
—Buffer 3-year Alliance Bernstein 500 Plus IndexVA
Self$1,000,001 - $5,000,000
02/17/2026Purchase
—Buffer 3-year S&P 500 IndexVA
Self$1,000,001 - $5,000,000
02/17/2026Purchase
—Buffer 6-year Alliance Bernstein 500 Plus Index with participation rateVA
Self$1,000,001 - $5,000,000
02/09/2026Sale
—Brighthouse Buffered Annuity Russell 2000 Cap RateVA
Self$5,000,001 - $25,000,000
02/09/2026Sale
—Buffered Indexed Annuity Exchange Brighthouse Buffered Annuity S&P 500 Trigger RateVA
Self$5,000,001 - $25,000,000
03/31/2025Sale
ACNAccenture plc Class A Ordinary SharesStock
Self$15,001 - $50,000
03/31/2025Purchase
AMDPortfolio Rebalance Advanced Micro Devices, Inc.Stock
Self$50,001 - $100,000
03/31/2025Sale
APDPortfolio Rebalance Air Products and Chemicals, Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
AKAMAkamai Technologies, Inc. - Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
ADIPortfolio Rebalance Analog Devices, Inc. - Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
AAPLPortfolio Rebalance Apple Inc. - Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
BLKBlackRock, Inc. Common StockStock
Self$50,001 - $100,000
03/31/2025Purchase
XYZPortfolio Rebalance Block, Inc. Class A Common Stock,Stock
Self$50,001 - $100,000
03/31/2025Sale
CZRPortfolio Rebalance Caesars Entertainment, Inc. - Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
COINPortfolio Rebalance Coinbase Global, Inc. - Class A Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
CMCSAPortfolio Rebalance Comcast Corporation - Class A Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
CEGPortfolio Rebalance Constellation Energy Corporation - Common StockStock
Self$15,001 - $50,000
03/31/2025Partial Sale
COSTCostco Wholesale Corporation - Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
DDPortfolio Rebalance DuPont de Nemours, Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
EPAMPortfolio Rebalance EPAM Systems, Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
GILDPortfolio Rebalance Gilead Sciences, Inc. - Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
HOGPortfolio Rebalance Harley-Davidson, Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
HNIPortfolio Rebalance HNI Corporation Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
HDPortfolio Rebalance Home Depot, Inc.Stock
Self$15,001 - $50,000
03/31/2025Purchase
HUBBPortfolio Rebalance Hubbell Inc Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
IEXPortfolio Rebalance IDEX Corporation Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
ITTPortfolio Rebalance ITT Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
LRCXPortfolio Rebalance Lam Research Corporation - Common StockStock
Self$50,001 - $100,000
03/31/2025Sale
LAZLazard, Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
LENPortfolio Rebalance Lennar Corporation Class A Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
NKEPortfolio Rebalance Nike, Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
NSCPortfolio Rebalance Norfolk Southern Corporation Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
NUEPortfolio Rebalance Nucor Corporation Common StockStock
Self$15,001 - $50,000
03/31/2025Partial Sale
NVDAPortfolio Rebalance NVIDIA Corporation - Common StockStock
Self$100,001 - $250,000
03/31/2025Purchase
PWRPortfolio Rebalance Quanta Services, Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
RPDPortfolio Rebalance Rapid7, Inc. - Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
NOWPortfolio Rebalance ServiceNow, Inc. Common StockStock
Self$50,001 - $100,000
03/31/2025Sale
SPGPortfolio Rebalance Simon Property Group, Inc. Common StockStock
Self$50,001 - $100,000
03/31/2025Purchase
TXNTexas Instruments Incorporated - Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
TTDPortfolio Rebalance The Trade Desk, Inc. - Class A Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
UCBPortfolio Rebalance United Community Banks, Inc. Common StockStock
Self$15,001 - $50,000
03/31/2025Purchase
UNHPortfolio Rebalance UnitedHealth Group Incorporated Common StockStock
Self$15,001 - $50,000
03/31/2025Sale
VICRPortfolio Rebalance Vicor Corporation - Common StockStock
Self$15,001 - $50,000
12/30/2025Purchase
—JP Morgan 3-year auto callable buffer noteCorporate security
Self$5,000,001 - $25,000,000
12/30/2025Purchase
—JP Morgan 3-year auto callable buffer noteCorporate security
Self$5,000,001 - $25,000,000
12/30/2025Purchase
—JP Morgan 3-year auto callable buffer noteCorporate security
Self$5,000,001 - $25,000,000
12/30/2025Purchase
—JP Morgan 3-year auto callable buffer noteCorporate security
Self$5,000,001 - $25,000,000
12/30/2025Purchase
—Structured Note JP Morgan 3-year one-time callable barrier noteCorporate security
Self$5,000,001 - $25,000,000
12/29/2025Purchase
—Buffer 6-year Alliance Bernstein 500 Plus Index with participation rateVA
Self$5,000,001 - $25,000,000
12/29/2025Purchase
—Buffer 3-year S&P 500 IndexVA
Self$5,000,001 - $25,000,000
12/29/2025Purchase
—Buffer 3-year Alliance Bernstein 500 Plus IndexVA
Self$5,000,001 - $25,000,000
02/24/2025Purchase
ABBVAbbVie Inc. Common StockStock
Self$50,001 - $100,000
02/24/2025Purchase
ADBEPortfolio Rebalance Adobe Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
APDPortfolio Rebalance Air Products and Chemicals, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
AKAMPortfolio Rebalance Akamai Technologies, Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
ALBPortfolio Rebalance Albemarle Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
AMGNAmgen Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
APPPortfolio Rebalance Applovin Corporation - Class A Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
ACGLPortfolio Rebalance Arch Capital Group Ltd. - Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
AVBPortfolio Rebalance AvalonBay Communities, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
BLKPortfolio Rebalance BlackRock, Inc. Common StockStock
Self$50,001 - $100,000
02/24/2025Sale
XYZPortfolio Rebalance Block, Inc. Class A Common Stock,Stock
Self$15,001 - $50,000
02/24/2025Partial Sale
BAPortfolio Rebalance Boeing CompanyStock
Self$15,001 - $50,000
02/24/2025Purchase
AVGOPortfolio Rebalance Broadcom Inc. - Common StockStock
Self$100,001 - $250,000
02/24/2025Purchase
BCPortfolio Rebalance Brunswick Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
CATPortfolio Rebalance Caterpillar, Inc. Common StockStock
Self$50,001 - $100,000
02/24/2025Sale
CMCSAPortfolio Rebalance Comcast Corporation - Class A Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
CSGPPortfolio Rebalance CoStar Group, Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
DVNPortfolio Rebalance Devon Energy Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
ELVPortfolio Rebalance Elevance Health, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
EPAMPortfolio Rebalance EPAM Systems, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
EXPOExponent, Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
XOMPortfolio Rebalance Exxon Mobil Corporation Common StockStock
Self$50,001 - $100,000
02/24/2025Purchase
FISPortfolio Rebalance Fidelity National Information Services, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
BUSEPortfolio Rebalance First Busey Corporation - Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
GEPortfolio Rebalance GE Aerospace Common StockStock
Self$50,001 - $100,000
02/24/2025Partial Sale
HALPortfolio Rebalance Halliburton Company Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
HOGPortfolio Rebalance Harley-Davidson, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
HDPortfolio Rebalance Home Depot, Inc.Stock
Self$15,001 - $50,000
02/24/2025Sale
HOPEPortfolio Rebalance Hope Bancorp, Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
HUBBPortfolio Rebalance Hubbell Inc Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
IEXPortfolio Rebalance IDEX Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
INTUPortfolio Rebalance Intuit Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
ITTPortfolio Rebalance ITT Inc. Common StockStock
Self$50,001 - $100,000
02/24/2025Purchase
JNJPortfolio Rebalance Johnson & Johnson Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
LENPortfolio Rebalance Lennar Corporation Class A Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
LINLinde plc - Ordinary SharesStock
Self$15,001 - $50,000
02/24/2025Purchase
LOWPortfolio Rebalance Lowe's Companies, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
MRKPortfolio Rebalance Merck & Company, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
MSFTPortfolio Rebalance Microsoft Corporation - Common StockStock
Self$50,001 - $100,000
02/24/2025Purchase
MSTRPortfolio Rebalance MicroStrategy Incorporated - Class A Common StockStock
Self$15,001 - $50,000
02/24/2025Exchange
MRPPortfolio Rebalance Millrose Properties, Inc. Class A Common StockStock
Self$1,001 - $15,000
02/24/2025Sale
MRPPortfolio Rebalance Millrose Properties, Inc. Class A Common StockStock
Self$1,001 - $15,000
02/24/2025Sale
NSCPortfolio Rebalance Norfolk Southern Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
NVTPortfolio Rebalance nVent Electric plc Ordinary SharesStock
Self$15,001 - $50,000
02/24/2025Purchase
NVDAPortfolio Rebalance NVIDIA Corporation - Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
OXYPortfolio Rebalance Occidental Petroleum Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
ORCLPortfolio Rebalance Oracle Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
PFEPortfolio Rebalance Pfizer, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
PRIPortfolio Rebalance Primerica, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Partial Sale
PGPortfolio Rebalance Procter & Gamble CompanyStock
Self$50,001 - $100,000
02/24/2025Purchase
PLDPrologis, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
PHMPortfolio Rebalance PulteGroup, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
QCOMPortfolio Rebalance QUALCOMM Incorporated - Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
PWRPortfolio Rebalance Quanta Services, Inc. Common StockStock
Self$50,001 - $100,000
02/24/2025Sale
RPDPortfolio Rebalance Rapid7, Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
RGLDPortfolio Rebalance Royal Gold, Inc. - Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
RTXPortfolio Rebalance RTX Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Exchange
SNDKPortfolio Rebalance Sandisk Corporation - Common StockStock
Self$1,001 - $15,000
02/24/2025Purchase
SHWPortfolio Rebalance Sherwin-Williams CompanyStock
Self$15,001 - $50,000
02/24/2025Purchase
CIPortfolio Rebalance The Cigna Group Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
TTDPortfolio Rebalance The Trade Desk, Inc. - Class A Common StockStock
Self$1,001 - $15,000
02/24/2025Partial Sale
TJXPortfolio Rebalance TJX Companies, Inc.Stock
Self$15,001 - $50,000
02/24/2025Purchase
UNPPortfolio Rebalance Union Pacific Corporation Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
UPSPortfolio Rebalance United Parcel Service, Inc. Common StockStock
Self$15,001 - $50,000
02/24/2025Sale
UNHPortfolio Rebalance UnitedHealth Group Incorporated Common StockStock
Self$15,001 - $50,000
02/24/2025Purchase
VRTXVertex Pharmaceuticals Incorporated - Common StockStock
Self$15,001 - $50,000
04/17/2025Sale
ABBVAbbVie Inc. Common StockStock
Self$50,001 - $100,000
04/17/2025Purchase
APortfolio Rebalance Agilent Technologies, Inc. Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
AMATPortfolio Rebalance Applied Materials, Inc. - Common StockStock
Self$50,001 - $100,000
04/17/2025Purchase
ARESPortfolio Rebalance Ares Management Corporation Class A Common StockStock
Self$50,001 - $100,000
04/17/2025Purchase
ADSKPortfolio Rebalance Autodesk, Inc. - Common StockStock
Self$15,001 - $50,000
04/17/2025Partial Sale
AVGOPortfolio Rebalance Broadcom Inc. - Common StockStock
Self$100,001 - $250,000
04/17/2025Purchase
CATPortfolio Rebalance Caterpillar, Inc. Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
CMGPortfolio Rebalance Chipotle Mexican Grill, Inc. Common StockStock
Self$50,001 - $100,000
04/17/2025Purchase
CSXPortfolio Rebalance CSX CorporationStock
Self$15,001 - $50,000
04/17/2025Partial Sale
BUSEPortfolio Rebalance First Busey Corporation - Common StockStock
Self$15,001 - $50,000
04/17/2025Sale
FBINPortfolio Rebalance Fortune Brands Innovations, Inc. Common StockStock
Self$15,001 - $50,000
04/17/2025Partial Sale
HEI.APortfolio Rebalance Heico Corporation Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
LFUSPortfolio Rebalance Littelfuse, Inc. - Common StockStock
Self$15,001 - $50,000
04/17/2025Partial Sale
LULUPortfolio Rebalance lululemon athletica inc. - Common StockStock
Self$15,001 - $50,000
04/17/2025Sale
MRKPortfolio Rebalance Merck & Company, Inc. Common StockStock
Self$15,001 - $50,000
04/17/2025Partial Sale
METAPortfolio Rebalance Meta Platforms, Inc. - Class A Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
NEEPortfolio Rebalance NextEra Energy, Inc. Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
ROSTPortfolio Rebalance Ross Stores, Inc. - Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
SPGIPortfolio Rebalance S&P Global Inc. Common StockStock
Self$50,001 - $100,000
04/17/2025Sale
STAGPortfolio Rebalance Stag Industrial, Inc. Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
SYKPortfolio Rebalance Stryker Corporation Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
SNPSPortfolio Rebalance Synopsys, Inc. - Common StockStock
Self$50,001 - $100,000
04/17/2025Partial Sale
CGPortfolio Rebalance The Carlyle Group Inc. - Common StockStock
Self$15,001 - $50,000
04/17/2025Partial Sale
UPSPortfolio Rebalance United Parcel Service, Inc. Common StockStock
Self$15,001 - $50,000
04/17/2025Purchase
WDCPortfolio Rebalance Western Digital Corporation - Common StockStock
Self$15,001 - $50,000
04/17/2025Partial Sale
ZTSPortfolio Rebalance Zoetis Inc. Class A Common StockStock
Self$15,001 - $50,000
01/16/2025Purchase
—maturing 11/15/35Corporate security
Self$15,001 - $50,000
04/14/2025Sale
—Portfolio Rebalance Pembroke Pines FL Cap Impt Re 5.000Corporate security
Self$1,001 - $15,000
11/13/2025Purchase
—Bank of Montreal 13-Month Digital Buffer NoteCorporate security
Self$5,000,001 - $25,000,000
11/13/2025Purchase
—Structured Note JP Morgan 5 year Barrier Note INDU/NDX/RTYCorporate security
Self$5,000,001 - $25,000,000
05/13/2025Sale
—Account Closing Citigroup Inc 5.875 2033-02-22Corporate security
Self$50,001 - $100,000
05/13/2025Sale
—Account Closing Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—maturing 11/15/35Corporate security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUOGovernment security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15Government security
Self$50,001 - $100,000
05/13/2025Sale
—Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Denton Cnty Tex 4.0000 2029-07-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Denton Tex 5.0000 2029-02-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Denton Tex Indpt Sch Dist 5.0000 2029-08-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing District Columbia Income Tax Rev 5.000 2032-03-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing General Motors Financial Company Inc 2.35 2031-01-08Corporate security
Self$50,001 - $100,000
05/13/2025Sale
—Account Closing Grand Praire Tex 5.0000 2032-02-15Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10- 01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Houston Tex 5.000 2031-03-01/ 4423315C4Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing JP Morgan 4.912 7-25-33 '32/ 46647PDH6Corporate security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Kansas City MO 4.0000 2030-02-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Lakewood Ohio City Sch Dist 5.0000 2025-12-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Laredo TEX 5.000 2031-2-15/ 516824JB6Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Las Vegas Nev 4.000 2027-06-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15Government security
Self$15,001 - $50,000
05/13/2025Sale
—Portfolio Rebalance Maryland St Dept Transn Cons Transn 5.000 2029-09-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Portfolio Rebalance Memphis TN 5.0000 2032-05-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Minnesota ST 5.00 2025-08-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Minnesota St 5.00000 2025-08-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing New York NY 5.0000 2028-08-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing New York NY 5.0000 2033-08-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Ohio St Spl Oblig 5.0000 2029-04-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Portfolio Rebalance Oregon St 5.0000 2028-12-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Oviedo FLA Util Rev 5.0000 2032-10- 01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Plano Tex Indpt Sch Dist 5.0000 2032-02-15Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing PNC Finl Svc 6.875 10/20/34 '33 FRNCorporate security
Self$50,001 - $100,000
05/13/2025Sale
—Account Closing Port Tacoma Wash Rev 4.0000 2025- 12-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Sherman Tex 5.0000 2025-08-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing South Jordan Utah Sales Tax Rev 5.00 2028-8-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Portfolio Rebalance Texas Tech Univ Revs 5.000 2029- 02-15Government security
Self$1,001 - $15,000
05/13/2025Sale
—Portfolio Rebalance Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01Government security
Self$1,001 - $15,000
05/13/2025Sale
—Account Closing Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15Government security
Self$50,001 - $100,000
05/13/2025Sale
—Account Closing Washington Cnty Tenn 4.0000 2027- 06-01Government security
Self$50,001 - $100,000
05/13/2025Sale
—Account Closing Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01Government security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Wells Fargo 5.574 07/25/29 '28 MtnCorporate security
Self$15,001 - $50,000
05/13/2025Sale
—Account Closing Wells Fargo 6.491 10/23/34 '33 MTNCorporate security
Self$50,001 - $100,000
03/13/2025Sale
APortfolio Rebalance Agilent Technologies, Inc. Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
AIGPortfolio Rebalance American International Group, Inc. New Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
AONPortfolio Rebalance Aon plc Class A Ordinary SharesStock
Self$15,001 - $50,000
03/13/2025Purchase
AMATPortfolio Rebalance Applied Materials, Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Sale
ARESPortfolio Rebalance Ares Management Corporation Class A Common StockStock
Self$15,001 - $50,000
03/13/2025Sale
ADSKPortfolio Rebalance Autodesk, Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
AVGOPortfolio Rebalance Broadcom Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
CZRPortfolio Rebalance Caesars Entertainment, Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Sale
CATPortfolio Rebalance Caterpillar, Inc. Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
CBOEPortfolio Rebalance Cboe Global Markets, Inc.Stock
Self$15,001 - $50,000
03/13/2025Sale
CMGPortfolio Rebalance Chipotle Mexican Grill, Inc. Common StockStock
Self$15,001 - $50,000
03/13/2025Sale
CSXPortfolio Rebalance CSX CorporationStock
Self$15,001 - $50,000
03/13/2025Sale
DALPortfolio Rebalance Delta Air Lines, Inc. Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
EXPOPortfolio Rebalance Exponent, Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
BUSEPortfolio Rebalance First Busey Corporation - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
FBINPortfolio Rebalance Fortune Brands Innovations, Inc. Common StockStock
Self$15,001 - $50,000
03/13/2025Partial Sale
HALPortfolio Rebalance Halliburton Company Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
HEI.APortfolio Rebalance Heico Corporation Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
HIWHighwoods Properties, Inc. Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
IDXXPortfolio Rebalance IDEXX Laboratories, Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
INTCPortfolio Rebalance Intel Corporation - Common StockStock
Self$15,001 - $50,000
03/13/2025Partial Sale
JPMPortfolio Rebalance JP Morgan Chase & Co. Common StockStock
Self$15,001 - $50,000
03/13/2025Sale
LFUSPortfolio Rebalance Littelfuse, Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
NEMPortfolio Rebalance Newmont CorporationStock
Self$15,001 - $50,000
03/13/2025Purchase
PRUPortfolio Rebalance Prudential Financial, Inc. Common StockStock
Self$15,001 - $50,000
03/13/2025Partial Sale
RLIPortfolio Rebalance RLI Corp. Common StockStock
Self$15,001 - $50,000
03/13/2025Sale
ROSTPortfolio Rebalance Ross Stores, Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
SLBPortfolio Rebalance Schlumberger N.V. Common StockStock
Self$15,001 - $50,000
03/13/2025Partial Sale
SYKPortfolio Rebalance Stryker Corporation Common StockStock
Self$50,001 - $100,000
03/13/2025Sale
SNPSPortfolio Rebalance Synopsys, Inc. - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
TXNPortfolio Rebalance Texas Instruments Incorporated - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
VLOPortfolio Rebalance Valero Energy Corporation Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
VRTXPortfolio Rebalance Vertex Pharmaceuticals Incorporated - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
WFCWells Fargo & Company Common StockStock
Self$15,001 - $50,000
03/13/2025Sale
WDCPortfolio Rebalance Western Digital Corporation - Common StockStock
Self$15,001 - $50,000
03/13/2025Purchase
WYPortfolio Rebalance Weyerhaeuser Company Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
MMM3M Company Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ABTAccount Closing Abbott Laboratories Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
ADBEAccount Closing Adobe Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
AMDPortfolio Rebalance Advanced Micro Devices, Inc.Stock
Self$50,001 - $100,000
05/12/2025Sale
APortfolio Rebalance Agilent Technologies, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
AKAMAccount Closing Akamai Technologies, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ALBAccount Closing Albemarle Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ALNYAccount Closing Alnylam Pharmaceuticals, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
GOOGLAccount Closing Alphabet Inc. - Class A Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
GOOGAccount Closing Alphabet Inc. - Class C Capital StockStock
Self$100,001 - $250,000
05/12/2025Sale
AMZNAccount Closing Amazon.com, Inc. - Common StockStock
Self$250,001 - $500,000
05/12/2025Sale
AEOPortfolio Rebalance American Eagle Outfitters, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
AXPAccount Closing American Express Company Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
AIGPortfolio Rebalance American International Group, Inc. New Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
AMTAccount Closing American Tower CorporationStock
Self$15,001 - $50,000
05/12/2025Sale
AWKAccount Closing American Water Works Company, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
AMGNAmgen Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ADIAccount Closing Analog Devices, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
AAPLPortfolio Rebalance Apple Inc. - Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
AMATPortfolio Rebalance Applied Materials, Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
APPAccount Closing Applovin Corporation - Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
APTVAccount Closing Aptiv PLC Ordinary SharesStock
Self$15,001 - $50,000
05/12/2025Sale
ACGLPortfolio Rebalance Arch Capital Group Ltd. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ARESAccount Closing Ares Management Corporation Class A Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
ANETAccount Closing Arista Networks, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
TAccount Closing AT&T Inc.Stock
Self$15,001 - $50,000
05/12/2025Sale
ADSKAccount Closing Autodesk, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ADPAutomatic Data Processing, Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
AZOAccount Closing AutoZone, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
AXONAccount Closing Axon Enterprise, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
BALLAccount Closing Ball Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
BACPortfolio Rebalance Bank of America Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
BRK.BAccount Closing Berkshire Hathaway Inc. New Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
BLKAccount Closing BlackRock, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
BAPortfolio Rebalance Boeing CompanyStock
Self$50,001 - $100,000
05/12/2025Sale
BKNGAccount Closing Booking Holdings Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
BSXAccount Closing Boston Scientific Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
BMYAccount Closing Bristol-Myers Squibb Company Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
AVGOBroadcom Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
BKEAccount Closing Buckle, Inc.Stock
Self$15,001 - $50,000
05/12/2025Sale
CDNSAccount Closing Cadence Design Systems, Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
CCLPortfolio Rebalance Carnival Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CWSTAccount Closing Casella Waste Systems, Inc. - Class A Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
CATAccount Closing Caterpillar, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CBOEAccount Closing Cboe Global Markets, Inc.Stock
Self$50,001 - $100,000
05/12/2025Sale
CORAccount Closing Cencora, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
CNCAccount Closing Centene Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CRLAccount Closing Charles River Laboratories International, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
SCHWPortfolio Rebalance Charles Schwab CorporationStock
Self$15,001 - $50,000
05/12/2025Sale
CHTRAccount Closing Charter Communications, Inc. - Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
LNGAccount Closing Cheniere Energy, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CVXPortfolio Rebalance Chevron Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CMGAccount Closing Chipotle Mexican Grill, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
CBAccount Closing Chubb Limited Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CTASAccount Closing Cintas Corporation - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
CSCOPortfolio Rebalance Cisco Systems, Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
NETAccount Closing Cloudflare, Inc. Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CMEAccount Closing CME Group Inc. - Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CNOAccount Closing CNO Financial Group, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
KOAccount Closing Coca-Cola CompanyStock
Self$100,001 - $250,000
05/12/2025Sale
COINPortfolio Rebalance Coinbase Global, Inc. - Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CMCSAAccount Closing Comcast Corporation - Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
COPAccount Closing ConocoPhillips Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CEGPortfolio Rebalance Constellation Energy Corporation - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CPRTAccount Closing Copart, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CSGPAccount Closing CoStar Group, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
COSTAccount Closing Costco Wholesale Corporation - Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
CTRAAccount Closing Coterra Energy Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CRWDPortfolio Rebalance CrowdStrike Holdings, Inc. - Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CCIAccount Closing Crown Castle Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
CSXAccount Closing CSX CorporationStock
Self$15,001 - $50,000
05/12/2025Sale
CVSAccount Closing CVS Health Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
DHRAccount Closing Danaher Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
DEPortfolio Rebalance Deere & Company Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
DALPortfolio Rebalance Delta Air Lines, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
DVNAccount Closing Devon Energy Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
DXCMPortfolio Rebalance DexCom, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
DGAccount Closing Dollar General Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
DASHAccount Closing DoorDash, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
EWPortfolio Rebalance Edwards Lifesciences Corporation Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
ELVAccount Closing Elevance Health, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
LLYAccount Closing Eli Lilly and Company Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
EPAMAccount Closing EPAM Systems, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
EXPOAccount Closing Exponent, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
XOMAccount Closing Exxon Mobil Corporation Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
FISAccount Closing Fidelity National Information Services, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
BUSEAccount Closing First Busey Corporation - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
FIAccount Closing Fiserv, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
FTNTAccount Closing Fortinet, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
GEAccount Closing GE Aerospace Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
GEVPortfolio Rebalance GE Vernova Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
GMAccount Closing General Motors Company Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
GILDAccount Closing Gilead Sciences, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
GSPortfolio Rebalance Goldman Sachs Group, Inc.Stock
Self$15,001 - $50,000
05/12/2025Sale
HALHalliburton Company Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
THGPortfolio Rebalance Hanover Insurance Group IncStock
Self$15,001 - $50,000
05/12/2025Sale
HIWAccount Closing Highwoods Properties, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
HOMBPortfolio Rebalance Home BancShares, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
HDPortfolio Rebalance Home Depot, Inc.Stock
Self$15,001 - $50,000
05/12/2025Sale
HUBBAccount Closing Hubbell Inc Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
IDAAccount Closing IDACORP, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
IDXXAccount Closing IDEXX Laboratories, Inc. - Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
IBMAccount Closing International Business Machines Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
INTUAccount Closing Intuit Inc. - Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
ISRGAccount Closing Intuitive Surgical, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
JNJPortfolio Rebalance Johnson & Johnson Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
JPMAccount Closing JP Morgan Chase & Co. Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
KRAccount Closing Kroger CompanyStock
Self$15,001 - $50,000
05/12/2025Sale
LRCXAccount Closing Lam Research Corporation - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
LENPortfolio Rebalance Lennar Corporation Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
LINAccount Closing Linde plc - Ordinary SharesStock
Self$50,001 - $100,000
05/12/2025Sale
LFUSAccount Closing Littelfuse, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
LMTAccount Closing Lockheed Martin Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
LOWAccount Closing Lowe's Companies, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
LULUAccount Closing lululemon athletica inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
MPCAccount Closing Marathon Petroleum Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
MRVLAccount Closing Marvell Technology, Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
MAAccount Closing Mastercard Incorporated Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
MTCHAccount Closing Match Group, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
MCDAccount Closing McDonald's Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
MCKAccount Closing McKesson Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
METAAccount Closing Meta Platforms, Inc. - Class A Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
MSFTAccount Closing Microsoft Corporation - Common StockStock
Self$500,001 - $1,000,000
05/12/2025Sale
MSTRPortfolio Rebalance MicroStrategy Incorporated - Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
NDAQAccount Closing Nasdaq, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
NFLXAccount Closing Netflix, Inc. - Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
NEMAccount Closing Newmont CorporationStock
Self$15,001 - $50,000
05/12/2025Sale
NEEAccount Closing NextEra Energy, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
NIAccount Closing NiSource Inc Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
NVDANVIDIA Corporation - Common StockStock
Self$500,001 - $1,000,000
05/12/2025Sale
OXYPortfolio Rebalance Occidental Petroleum Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
OGEAccount Closing OGE Energy Corp Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
ORIAccount Closing Old Republic International Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ORCLAccount Closing Oracle Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
PLTRAccount Closing Palantir Technologies Inc. - Class A Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
PANWPortfolio Rebalance Palo Alto Networks, Inc.Stock
Self$15,001 - $50,000
05/12/2025Sale
PYPLAccount Closing PayPal Holdings, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
PEPAccount Closing Pepsico, Inc.Stock
Self$15,001 - $50,000
05/12/2025Sale
PMAccount Closing Philip Morris International Inc Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
PSXAccount Closing Phillips 66 Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
PRIAccount Closing Primerica, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
PGAccount Closing Procter & Gamble CompanyStock
Self$50,001 - $100,000
05/12/2025Sale
PGRAccount Closing Progressive CorporationStock
Self$50,001 - $100,000
05/12/2025Sale
PRUAccount Closing Prudential Financial, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
PHMAccount Closing PulteGroup, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
PWRQuanta Services, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
RPDAccount Closing Rapid7, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
OAccount Closing Realty Income Corporation Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
RLIAccount Closing RLI Corp. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ROSTAccount Closing Ross Stores, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
RCLAccount Closing Royal Caribbean Cruises Ltd. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
RGLDAccount Closing Royal Gold, Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
RTXAccount Closing RTX Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
RUSHBAccount Closing Rush Enterprises, Inc. - Class B Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
SPGIAccount Closing S&P Global Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
CRMAccount Closing Salesforce, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
SBACPortfolio Rebalance SBA Communications Corporation - Class A Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
SNDRAccount Closing Schneider National, Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
SHWSherwin-Williams CompanyStock
Self$15,001 - $50,000
05/12/2025Sale
SNOWAccount Closing Snowflake Inc. Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
SPOTAccount Closing Spotify Technology S.A. Ordinary SharesStock
Self$50,001 - $100,000
05/12/2025Sale
SYKAccount Closing Stryker Corporation Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
SNPSAccount Closing Synopsys, Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
SYYAccount Closing Sysco Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
TTWOAccount Closing Take-Two Interactive Software, Inc. - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
TSLAAccount Closing Tesla, Inc. - Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
TXNAccount Closing Texas Instruments Incorporated - Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
CGAccount Closing The Carlyle Group Inc. - Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
CIThe Cigna Group Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
SJMAccount Closing The J.M. Smucker Company Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
TTDPortfolio Rebalance The Trade Desk, Inc. - Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
TJXAccount Closing TJX Companies, Inc.Stock
Self$50,001 - $100,000
05/12/2025Sale
TTAccount Closing Trane Technologies plcStock
Self$50,001 - $100,000
05/12/2025Sale
TDGAccount Closing Transdigm Group Incorporated Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
UBERAccount Closing Uber Technologies, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
UNPAccount Closing Union Pacific Corporation Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
UCBAccount Closing United Community Banks, Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
UVSPPortfolio Rebalance Univest Financial Corporation - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
VZVerizon Communications Inc. Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
VRTXAccount Closing Vertex Pharmaceuticals Incorporated - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
VAccount Closing Visa Inc.Stock
Self$100,001 - $250,000
05/12/2025Sale
WMTAccount Closing Walmart Inc. Common StockStock
Self$100,001 - $250,000
05/12/2025Sale
DISAccount Closing Walt Disney CompanyStock
Self$15,001 - $50,000
05/12/2025Sale
WBDPortfolio Rebalance Warner Bros. Discovery, Inc. - Series A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
WFCAccount Closing Wells Fargo & Company Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
WELLAccount Closing Welltower Inc. Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
WDCWestern Digital Corporation - Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
WMBAccount Closing Williams Companies, Inc.Stock
Self$50,001 - $100,000
05/12/2025Sale
WDAYPortfolio Rebalance Workday, Inc. - Class A Common StockStock
Self$50,001 - $100,000
05/12/2025Sale
ZTSAccount Closing Zoetis Inc. Class A Common StockStock
Self$15,001 - $50,000
05/12/2025Sale
ZMAccount Closing Zoom Communications, Inc. - Class A Common StockStock
Self$15,001 - $50,000
04/11/2025Purchase
AMGNPortfolio Rebalance Amgen Inc. - Common StockStock
Self$15,001 - $50,000
04/11/2025Purchase
AMATPortfolio Rebalance Applied Materials, Inc. - Common StockStock
Self$15,001 - $50,000
04/11/2025Partial Sale
XYZPortfolio Rebalance Block, Inc. Class A Common Stock,Stock
Self$15,001 - $50,000
04/11/2025Partial Sale
CLXPortfolio Rebalance Clorox CompanyStock
Self$15,001 - $50,000
04/11/2025Purchase
COPPortfolio Rebalance ConocoPhillips Common StockStock
Self$15,001 - $50,000
04/11/2025Purchase
CCIPortfolio Rebalance Crown Castle Inc. Common StockStock
Self$15,001 - $50,000
04/11/2025Sale
HRIPortfolio Rebalance Herc Holdings Inc. Common StockStock
Self$15,001 - $50,000
04/11/2025Partial Sale
KEYSPortfolio Rebalance Keysight Technologies Inc. Common StockStock
Self$15,001 - $50,000
04/11/2025Sale
LGIHPortfolio Rebalance LGI Homes, Inc. - Common StockStock
Self$15,001 - $50,000
04/11/2025Purchase
LMTPortfolio Rebalance Lockheed Martin Corporation Common StockStock
Self$15,001 - $50,000
04/11/2025Purchase
LOWPortfolio Rebalance Lowe's Companies, Inc. Common StockStock
Self$15,001 - $50,000
04/11/2025Purchase
MCDMcDonald's Corporation Common StockStock
Self$15,001 - $50,000
04/11/2025Purchase
NFLXPortfolio Rebalance Netflix, Inc. - Common StockStock
Self$15,001 - $50,000
04/11/2025Sale
NSCPortfolio Rebalance Norfolk Southern Corporation Common StockStock
Self$15,001 - $50,000
04/11/2025Sale
PFEPortfolio Rebalance Pfizer, Inc. Common StockStock
Self$15,001 - $50,000
04/11/2025Sale
SLBSchlumberger N.V. Common StockStock
Self$15,001 - $50,000
04/11/2025Purchase
SPOTPortfolio Rebalance Spotify Technology S.A. Ordinary SharesStock
Self$15,001 - $50,000
04/11/2025Partial Sale
STAGPortfolio Rebalance Stag Industrial, Inc. Common StockStock
Self$50,001 - $100,000
04/11/2025Purchase
WMTPortfolio Rebalance Walmart Inc. Common StockStock
Self$15,001 - $50,000
04/11/2025Sale
WYPortfolio Rebalance Weyerhaeuser Company Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
ADBEAccount Closing Adobe Inc. - Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
AMDAdvanced Micro Devices, Inc. - Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
AEOAccount Closing American Eagle Outfitters, Inc. Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
AXPAccount Closing American Express Company Common StockStock
Self$15,001 - $50,000
05/08/2025Sale
AONAccount Closing Aon plc Class A Ordinary SharesStock
Self$15,001 - $50,000
05/08/2025Partial Sale
AAPLPortfolio Rebalance Apple Inc. - Common StockStock
Self$500,001 - $1,000,000
05/08/2025Partial Sale
AMATAccount Closing Applied Materials, Inc. - Common StockStock
Self$50,001 - $100,000
05/08/2025Partial Sale
APTVAccount Closing Aptiv PLC Ordinary SharesStock
Self$15,001 - $50,000
05/08/2025Partial Sale
BALLAccount Closing Ball Corporation Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
BACPortfolio Rebalance Bank of America Corporation Common StockStock
Self$15,001 - $50,000
05/08/2025Partial Sale
BLKAccount Closing BlackRock, Inc. Common StockStock
Self$50,001 - $100,000
05/08/2025Sale
XYZPortfolio Rebalance Block, Inc. Class A Common Stock,Stock
Self$15,001 - $50,000
05/08/2025Purchase
CCLAccount Closing Carnival Corporation Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
CRLAccount Closing Charles River Laboratories International, Inc. Common StockStock
Self$15,001 - $50,000
05/08/2025Partial Sale
CVXChevron Corporation Common StockStock
Self$15,001 - $50,000
05/08/2025Partial Sale
CTASAccount Closing Cintas Corporation - Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
COINAccount Closing Coinbase Global, Inc. - Class A Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
CEGAccount Closing Constellation Energy Corporation - Common StockStock
Self$15,001 - $50,000
05/08/2025Partial Sale
CTRAAccount Closing Coterra Energy Inc. Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
DVNAccount Closing Devon Energy Corporation Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
DXCMPortfolio Rebalance DexCom, Inc. - Common StockStock
Self$15,001 - $50,000
05/08/2025Sale
ECLAccount Closing Ecolab Inc. Common StockStock
Self$100,001 - $250,000
05/08/2025Purchase
GEAccount Closing GE Aerospace Common StockStock
Self$50,001 - $100,000
05/08/2025Purchase
GSAccount Closing Goldman Sachs Group, Inc.Stock
Self$15,001 - $50,000
05/08/2025Purchase
HALAccount Closing Halliburton Company Common StockStock
Self$15,001 - $50,000
05/08/2025Sale
HNIAccount Closing HNI Corporation Common StockStock
Self$15,001 - $50,000
05/08/2025Partial Sale
HDAccount Closing Home Depot, Inc.Stock
Self$50,001 - $100,000
05/08/2025Purchase
ISRGIntuitive Surgical, Inc. - Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
LENAccount Closing Lennar Corporation Class A Common StockStock
Self$15,001 - $50,000
05/08/2025Partial Sale
MRVLAccount Closing Marvell Technology, Inc. - Common StockStock
Self$15,001 - $50,000
05/08/2025Sale
MDTAccount Closing Medtronic plc. Ordinary SharesStock
Self$15,001 - $50,000
05/08/2025Purchase
MSFTAccount Closing Microsoft Corporation - Common StockStock
Self$500,001 - $1,000,000
05/08/2025Purchase
NVDAAccount Closing NVIDIA Corporation - Common StockStock
Self$100,001 - $250,000
05/08/2025Purchase
OXYPortfolio Rebalance Occidental Petroleum Corporation Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
ORCLAccount Closing Oracle Corporation Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
PANWPalo Alto Networks, Inc.Stock
Self$15,001 - $50,000
05/08/2025Purchase
CRMAccount Closing Salesforce, Inc. Common StockStock
Self$15,001 - $50,000
05/08/2025Partial Sale
TXNAccount Closing Texas Instruments Incorporated - Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
TTDAccount Closing The Trade Desk, Inc. - Class A Common StockStock
Self$15,001 - $50,000
05/08/2025Partial Sale
TDGAccount Closing Transdigm Group Incorporated Common StockStock
Self$15,001 - $50,000
05/08/2025Sale
UPSAccount Closing United Parcel Service, Inc. Common StockStock
Self$15,001 - $50,000
05/08/2025Sale
UNHPortfolio Rebalance UnitedHealth Group Incorporated Common StockStock
Self$15,001 - $50,000
05/08/2025Purchase
DISAccount Closing Walt Disney CompanyStock
Self$15,001 - $50,000
05/08/2025Partial Sale
WDAYAccount Closing Workday, Inc. - Class A Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
ADBEPortfolio Rebalance Adobe Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Partial Sale
AMDPortfolio Rebalance Advanced Micro Devices, Inc.Stock
Self$50,001 - $100,000
04/07/2025Purchase
AKAMPortfolio Rebalance Akamai Technologies, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
ALBAlbemarle Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
AXPPortfolio Rebalance American Express Company Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
AWKPortfolio Rebalance American Water Works Company, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
AAPLPortfolio Rebalance Apple Inc. - Common StockStock
Self$100,001 - $250,000
04/07/2025Purchase
APPPortfolio Rebalance Applovin Corporation - Class A Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
APTVPortfolio Rebalance Aptiv PLC Ordinary SharesStock
Self$15,001 - $50,000
04/07/2025Purchase
ANETPortfolio Rebalance Arista Networks, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
AVBPortfolio Rebalance AvalonBay Communities, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
BALLPortfolio Rebalance Ball Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
BACPortfolio Rebalance Bank of America Corporation Common StockStock
Self$50,001 - $100,000
04/07/2025Purchase
BLKBlackRock, Inc. Common StockStock
Self$50,001 - $100,000
04/07/2025Purchase
BKNGPortfolio Rebalance Booking Holdings Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
BCPortfolio Rebalance Brunswick Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
BKEPortfolio Rebalance Buckle, Inc.Stock
Self$15,001 - $50,000
04/07/2025Sale
CCLPortfolio Rebalance Carnival Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
CBOEPortfolio Rebalance Cboe Global Markets, Inc.Stock
Self$15,001 - $50,000
04/07/2025Partial Sale
LNGPortfolio Rebalance Cheniere Energy, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
CVXPortfolio Rebalance Chevron Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
CTASPortfolio Rebalance Cintas Corporation - Common StockStock
Self$50,001 - $100,000
04/07/2025Sale
CFGPortfolio Rebalance Citizens Financial Group, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
COPConocoPhillips Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
DHRPortfolio Rebalance Danaher Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
DVNPortfolio Rebalance Devon Energy Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
DXCMPortfolio Rebalance DexCom, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Partial Sale
DFSPortfolio Rebalance Discover Financial Services Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
ECLPortfolio Rebalance Ecolab Inc. Common StockStock
Self$100,001 - $250,000
04/07/2025Purchase
EWPortfolio Rebalance Edwards Lifesciences Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
XOMPortfolio Rebalance Exxon Mobil Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
FISPortfolio Rebalance Fidelity National Information Services, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
FCXPortfolio Rebalance Freeport-McMoRan, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
GEGE Aerospace Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
GENPortfolio Rebalance Gen Digital Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
GSPortfolio Rebalance Goldman Sachs Group, Inc.Stock
Self$15,001 - $50,000
04/07/2025Sale
HALPortfolio Rebalance Halliburton Company Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
HOGPortfolio Rebalance Harley-Davidson, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
HRIPortfolio Rebalance Herc Holdings Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
HLTPortfolio Rebalance Hilton Worldwide Holdings Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
HOMBPortfolio Rebalance Home BancShares, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
HDPortfolio Rebalance Home Depot, Inc.Stock
Self$15,001 - $50,000
04/07/2025Sale
HONPortfolio Rebalance Honeywell International Inc.Stock
Self$15,001 - $50,000
04/07/2025Purchase
IDXXPortfolio Rebalance IDEXX Laboratories, Inc. - Common StockStock
Self$50,001 - $100,000
04/07/2025Sale
INTCPortfolio Rebalance Intel Corporation - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
IFFPortfolio Rebalance International Flavors & Fragrances, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
INTUIntuit Inc. - Common StockStock
Self$100,001 - $250,000
04/07/2025Sale
ISRGPortfolio Rebalance Intuitive Surgical, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Partial Sale
LRCXPortfolio Rebalance Lam Research Corporation - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
LECOPortfolio Rebalance Lincoln Electric Holdings, Inc. - Common SharesStock
Self$15,001 - $50,000
04/07/2025Purchase
LINPortfolio Rebalance Linde plc - Ordinary SharesStock
Self$50,001 - $100,000
04/07/2025Purchase
LULUPortfolio Rebalance lululemon athletica inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
MRVLPortfolio Rebalance Marvell Technology, Inc. - Common StockStock
Self$50,001 - $100,000
04/07/2025Partial Sale
MAPortfolio Rebalance Mastercard Incorporated Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
MTCHPortfolio Rebalance Match Group, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Partial Sale
METAPortfolio Rebalance Meta Platforms, Inc. - Class A Common StockStock
Self$100,001 - $250,000
04/07/2025Sale
MCHPPortfolio Rebalance Microchip Technology Incorporated - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
MUPortfolio Rebalance Micron Technology, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
MSFTPortfolio Rebalance Microsoft Corporation - Common StockStock
Self$250,001 - $500,000
04/07/2025Sale
MSPortfolio Rebalance Morgan Stanley Common StockStock
Self$15,001 - $50,000
04/07/2025Partial Sale
NVDAPortfolio Rebalance NVIDIA Corporation - Common StockStock
Self$50,001 - $100,000
04/07/2025Sale
OXYPortfolio Rebalance Occidental Petroleum Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
ORCLPortfolio Rebalance Oracle Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
PANWPortfolio Rebalance Palo Alto Networks, Inc.Stock
Self$15,001 - $50,000
04/07/2025Purchase
PYPLPayPal Holdings, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
PEPPortfolio Rebalance Pepsico, Inc.Stock
Self$15,001 - $50,000
04/07/2025Purchase
PSXPortfolio Rebalance Phillips 66 Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
PLDPortfolio Rebalance Prologis, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
QCOMPortfolio Rebalance QUALCOMM Incorporated - Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
RPDPortfolio Rebalance Rapid7, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
REGNPortfolio Rebalance Regeneron Pharmaceuticals, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
RGENPortfolio Rebalance Repligen Corporation - Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
RGLDPortfolio Rebalance Royal Gold, Inc. - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
CRMPortfolio Rebalance Salesforce, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
SNDKPortfolio Rebalance Sandisk Corporation - Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
SNDRPortfolio Rebalance Schneider National, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
STAGPortfolio Rebalance Stag Industrial, Inc. Common StockStock
Self$50,001 - $100,000
04/07/2025Sale
SBUXPortfolio Rebalance Starbucks Corporation - Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
TGTPortfolio Rebalance Target Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
TXNPortfolio Rebalance Texas Instruments Incorporated - Common StockStock
Self$50,001 - $100,000
04/07/2025Purchase
CGPortfolio Rebalance The Carlyle Group Inc. - Common StockStock
Self$50,001 - $100,000
04/07/2025Sale
TTDPortfolio Rebalance The Trade Desk, Inc. - Class A Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
TMOPortfolio Rebalance Thermo Fisher Scientific Inc Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
TJXTJX Companies, Inc.Stock
Self$15,001 - $50,000
04/07/2025Purchase
TTPortfolio Rebalance Trane Technologies plcStock
Self$50,001 - $100,000
04/07/2025Purchase
TDGPortfolio Rebalance Transdigm Group Incorporated Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
UBERPortfolio Rebalance Uber Technologies, Inc. Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
UPSPortfolio Rebalance United Parcel Service, Inc. Common StockStock
Self$50,001 - $100,000
04/07/2025Purchase
UNHPortfolio Rebalance UnitedHealth Group Incorporated Common StockStock
Self$15,001 - $50,000
04/07/2025Sale
VLOPortfolio Rebalance Valero Energy Corporation Common StockStock
Self$15,001 - $50,000
04/07/2025Partial Sale
VPortfolio Rebalance Visa Inc.Stock
Self$15,001 - $50,000
04/07/2025Sale
VSTPortfolio Rebalance Vistra Corp. Common StockStock
Self$15,001 - $50,000
04/07/2025Partial Sale
DISPortfolio Rebalance Walt Disney CompanyStock
Self$15,001 - $50,000
04/07/2025Purchase
WDAYPortfolio Rebalance Workday, Inc. - Class A Common StockStock
Self$15,001 - $50,000
04/07/2025Purchase
ZTSZoetis Inc. Class A Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
AMDPortfolio Rebalance Advanced Micro Devices, Inc.Stock
Self$15,001 - $50,000
03/05/2025Partial Sale
AXPPortfolio Rebalance American Express Company Common StockStock
Self$15,001 - $50,000
03/05/2025Partial Sale
ADIPortfolio Rebalance Analog Devices, Inc. - Common StockStock
Self$50,001 - $100,000
03/05/2025Sale
APPPortfolio Rebalance Applovin Corporation - Class A Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
ANETPortfolio Rebalance Arista Networks, Inc. Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
AXONPortfolio Rebalance Axon Enterprise, Inc. - Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
BALLPortfolio Rebalance Ball Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
BDXPortfolio Rebalance Becton, Dickinson and Company Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
BKEPortfolio Rebalance Buckle, Inc.Stock
Self$15,001 - $50,000
03/05/2025Purchase
CBOEPortfolio Rebalance Cboe Global Markets, Inc.Stock
Self$15,001 - $50,000
03/05/2025Purchase
CNCPortfolio Rebalance Centene Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
COPPortfolio Rebalance ConocoPhillips Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
DGPortfolio Rebalance Dollar General Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
GSPortfolio Rebalance Goldman Sachs Group, Inc.Stock
Self$15,001 - $50,000
03/05/2025Sale
HRIPortfolio Rebalance Herc Holdings Inc. Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
HIWPortfolio Rebalance Highwoods Properties, Inc. Common StockStock
Self$15,001 - $50,000
03/05/2025Partial Sale
HOMBPortfolio Rebalance Home BancShares, Inc. Common StockStock
Self$15,001 - $50,000
03/05/2025Partial Sale
IDAPortfolio Rebalance IDACORP, Inc. Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
JNJPortfolio Rebalance Johnson & Johnson Common StockStock
Self$15,001 - $50,000
03/05/2025Partial Sale
LRCXPortfolio Rebalance Lam Research Corporation - Common StockStock
Self$50,001 - $100,000
03/05/2025Purchase
LGIHPortfolio Rebalance LGI Homes, Inc. - Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
MPCPortfolio Rebalance Marathon Petroleum Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
MRVLPortfolio Rebalance Marvell Technology, Inc. - Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
MCDPortfolio Rebalance McDonald's Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
NUEPortfolio Rebalance Nucor Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
NVTPortfolio Rebalance nVent Electric plc Ordinary SharesStock
Self$15,001 - $50,000
03/05/2025Purchase
ORCLPortfolio Rebalance Oracle Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
PYPLPayPal Holdings, Inc. - Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
SNDRPortfolio Rebalance Schneider National, Inc. Common StockStock
Self$15,001 - $50,000
03/05/2025Partial Sale
SYYPortfolio Rebalance Sysco Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
TGTPortfolio Rebalance Target Corporation Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
CGPortfolio Rebalance The Carlyle Group Inc. - Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
TTPortfolio Rebalance Trane Technologies plcStock
Self$15,001 - $50,000
03/05/2025Purchase
TDGPortfolio Rebalance Transdigm Group Incorporated Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
PCVXPortfolio Rebalance Vaxcyte, Inc. - Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
VICRPortfolio Rebalance Vicor Corporation - Common StockStock
Self$15,001 - $50,000
03/05/2025Sale
VSHPortfolio Rebalance Vishay Intertechnology, Inc. Common StockStock
Self$15,001 - $50,000
03/05/2025Purchase
VSTPortfolio Rebalance Vistra Corp. Common StockStock
Self$15,001 - $50,000
03/05/2025Partial Sale
DISPortfolio Rebalance Walt Disney CompanyStock
Self$15,001 - $50,000
03/05/2025Purchase
ZTSPortfolio Rebalance Zoetis Inc. Class A Common StockStock
Self$15,001 - $50,000
05/08/2015Purchase
DHRAccount Closing Danaher Corporation Common StockStock
Self$15,001 - $50,000
05/08/2015Purchase
DALAccount Closing Delta Air Lines, Inc. Common StockStock
Self$15,001 - $50,000

Public STOCK Act disclosure data from the U.S. House Clerk. Amounts are disclosed as ranges. Informational only — not investment advice.

Jefferson Shreve — Congressional Stock Trades | SEC Data Investor | SEC Data Investor