SBUX Starbucks | $96.21 +0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/14/2024 | +2.5%
 |
SBUX Starbucks | $96.21 +0.1% | Sale $100,001 - $250,000 | 8/20/2024 | 8/14/2024 | +2.5%
 |
JNJ Johnson & Johnson | $159.64 +0.1% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +0.5%
 |
MCD McDonald's | $301.90 +0.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/7/2024 | +12.1%
 |
HSY Hershey | $187.60 +0.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | -6.1%
 |
CB Chubb | $279.96 +1.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +5.4%
 |
SBUX Starbucks | $96.21 +0.1% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +27.8%
 |
AMGN Amgen | $317.68 +0.1% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +1.7%
 |
ACN Accenture | $360.38 +1.0% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +13.2%
 |
GD General Dynamics | $296.90 -0.1% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +3.4%
 |
QQQM Invesco NASDAQ 100 ETF | $201.38 +1.5% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +12.5%
 |
UPS United Parcel Service | $130.96 -0.2% | Purchase $15,001 - $50,000 | 8/20/2024 | 8/7/2024 | +6.2%
 |
APD Air Products and Chemicals | $310.36 -0.7% | Purchase $50,001 - $100,000 | 8/20/2024 | 8/7/2024 | +11.9%
 |
KVUE Kenvue | $21.85 -0.6% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +4.8%
 |
IJR iShares Core S&P Small-Cap ETF | $114.55 -0.1% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +5.2%
 |
FQAL Fidelity Quality Factor ETF | $65.04 +0.9% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +9.6%
 |
WMT Walmart | $79.71 +0.8% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +17.7%
 |
MSFT Microsoft | $414.71 +1.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +3.8%
 |
NEE NextEra Energy | $80.50 +0.3% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +4.6%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +5.2%
 |
PFE Pfizer | $29.18 -0.1% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | -0.4%
 |
DGRO iShares Core Dividend Growth ETF | $62.33 +0.2% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +7.2%
 |
ONEQ Fidelity NASDAQ Composite Index ETF | $71.69 +1.3% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +11.2%
 |
IJR iShares Core S&P Small-Cap ETF | $114.55 -0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/6/2024 | +5.2%
 |
AAPL Apple | $225.77 +1.8% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +8.9%
 |
COST Costco Wholesale | $890.42 +1.9% | Sale $15,001 - $50,000 | 8/20/2024 | 8/6/2024 | +9.0%
 |
QQQ Invesco QQQ | $489.30 +1.5% | Sale $100,001 - $250,000 | 8/20/2024 | 8/6/2024 | +11.3%
 |
DFS Discover Financial Services | $142.07 -1.4% | Sale $50,001 - $100,000 | 8/20/2024 | 8/6/2024 | +13.4%
 |
CB Chubb | $279.96 +1.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +3.2%
 |
JNJ Johnson & Johnson | $159.64 +0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -2.7%
 |
UPS United Parcel Service | $130.96 -0.2% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +2.3%
 |
ACN Accenture | $360.38 +1.0% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +11.5%
 |
PEP PepsiCo | $170.42 +1.9% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -4.3%
 |
MCD McDonald's | $301.90 +0.3% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +9.1%
 |
PG Procter & Gamble | $168.16 +0.6% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -1.1%
 |
GD General Dynamics | $296.90 -0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +1.5%
 |
SBUX Starbucks | $96.21 +0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +26.8%
 |
MRK Merck & Co., Inc. | $108.50 -0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -5.8%
 |
AMGN Amgen | $317.68 +0.1% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | -4.9%
 |
QQQM Invesco NASDAQ 100 ETF | $201.38 +1.5% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +9.0%
 |
APD Air Products and Chemicals | $310.36 -0.7% | Purchase $1,001 - $15,000 | 8/20/2024 | 8/2/2024 | +10.2%
 |
NEE NextEra Energy | $80.50 +0.3% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +2.7%
 |
DFS Discover Financial Services | $142.07 -1.4% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +4.3%
 |
LMT Lockheed Martin | $608.27 +0.5% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +10.8%
 |
AAPL Apple | $225.77 +1.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +3.4%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +1.4%
 |
GOOG Alphabet | $165.70 +0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -3.9%
 |
KVUE Kenvue | $21.85 -0.6% | Sale $0 - $1,000 | 8/20/2024 | 8/1/2024 | +17.3%
 |
PFE Pfizer | $29.18 -0.1% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | -4.8%
 |
CSCO Cisco Systems | $52.73 +0.4% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +11.3%
 |
COST Costco Wholesale | $890.42 +1.9% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +9.0%
 |
WMT Walmart | $79.71 +0.8% | Sale $1,001 - $15,000 | 8/20/2024 | 8/1/2024 | +14.2%
 |
BRP The Baldwin Insurance Group | $50.58 +1.7% | Sale $500,001 - $1,000,000 | 6/2/2024 | 5/8/2024 | +61.0%
 |
BRP The Baldwin Insurance Group | $50.58 +1.7% | Sale $1,001 - $15,000 | 4/23/2024 | 4/9/2024 | +76.5%
 |
BRP The Baldwin Insurance Group | $50.58 +1.7% | Sale $1,000,001 - $5,000,000 | 4/23/2024 | 3/21/2024 | +69.4%
 |
IJR iShares Core S&P Small-Cap ETF | $114.55 -0.1% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +17.4%
 |
MRK Merck & Co., Inc. | $108.50 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -0.1%
 |
UNH UnitedHealth Group | $581.56 -0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +21.3%
 |
WMT Walmart | $79.71 +0.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +45.5%
 |
CSCO Cisco Systems | $52.73 +0.4% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | -7.2%
 |
AAPL Apple | $225.77 +1.8% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +25.9%
 |
MCD McDonald's | $301.90 +0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +7.9%
 |
UPS United Parcel Service | $130.96 -0.2% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -18.6%
 |
V Visa | $274.96 +0.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +11.2%
 |
JNJ Johnson & Johnson | $159.64 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -1.9%
 |
PG Procter & Gamble | $168.16 +0.6% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +8.7%
 |
DFS Discover Financial Services | $142.07 -1.4% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +58.5%
 |
QQQ Invesco QQQ | $489.30 +1.5% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | +29.8%
 |
GOOG Alphabet | $165.70 +0.8% | Sale $50,001 - $100,000 | 10/12/2023 | 9/11/2023 | +20.3%
 |
BRK.B Berkshire Hathaway | $453.76 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +24.1%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +45.9%
 |
SBUX Starbucks | $96.21 +0.1% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +0.6%
 |
PEP PepsiCo | $170.42 +1.9% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | -4.8%
 |
HD Home Depot | $414.23 +1.5% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +26.1%
 |
PFE Pfizer | $29.18 -0.1% | Sale $1,001 - $15,000 | 10/12/2023 | 9/11/2023 | -14.0%
 |
NEE NextEra Energy | $80.50 +0.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +19.2%
 |
MSFT Microsoft | $414.71 +1.3% | Sale $15,001 - $50,000 | 10/12/2023 | 9/11/2023 | +22.7%
 |
CMCSA Comcast | $40.95 +1.0% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +7.1%
 |
COST Costco Wholesale | $890.42 +1.9% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +79.5%
 |
COST Costco Wholesale | $890.42 +1.9% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +79.5%
 |
AAPL Apple | $225.77 +1.8% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +34.7%
 |
CMCSA Comcast | $40.95 +1.0% | Purchase $50,001 - $100,000 | 5/23/2023 | 4/19/2023 | +7.1%
 |
FQAL Fidelity Quality Factor ETF | $65.04 +0.9% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +36.0%
 |
QQQ Invesco QQQ | $489.30 +1.5% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +53.5%
 |
IVV iShares Core S&P 500 ETF | $575.82 +0.9% | Purchase $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +38.4%
 |
IJR iShares Core S&P Small-Cap ETF | $114.55 -0.1% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | +19.8%
 |
SBUX Starbucks | $96.21 +0.1% | Sale $1,001 - $15,000 | 5/23/2023 | 4/19/2023 | -10.2%
 |
WMT Walmart | $79.71 +0.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +62.3%
 |
BRK.A Berkshire Hathaway | $678,000.00 -0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +47.9%
 |
QQQ Invesco QQQ | $489.30 +1.5% | Sale $1,001 - $15,000 | 3/7/2023 | 2/21/2023 | +66.4%
 |
MSFT Microsoft | $414.71 +1.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/21/2023 | +64.1%
 |
VZ Verizon Communications | $44.01 +0.4% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +9.0%
 |
UNH UnitedHealth Group | $581.56 -0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +18.4%
 |
UPS United Parcel Service | $130.96 -0.2% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -29.9%
 |
SBUX Starbucks | $96.21 +0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | -11.7%
 |
BRK.B Berkshire Hathaway | $453.76 +0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +46.5%
 |
PFE Pfizer | $29.18 -0.1% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | -32.6%
 |
NEE NextEra Energy | $80.50 +0.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +4.6%
 |
QQQ Invesco QQQ | $489.30 +1.5% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +58.3%
 |
CMCSA Comcast | $40.95 +1.0% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +3.9%
 |
CSCO Cisco Systems | $52.73 +0.4% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +8.8%
 |
AAPL Apple | $225.77 +1.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +45.3%
 |
PNC The PNC Financial Services Group | $180.82 -0.8% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +13.0%
 |
MSFT Microsoft | $414.71 +1.3% | Sale $15,001 - $50,000 | 3/7/2023 | 2/15/2023 | +54.0%
 |
MDT Medtronic | $88.14 +1.3% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +4.3%
 |
JPM JPMorgan Chase & Co. | $210.75 -0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +46.6%
 |
IJR iShares Core S&P Small-Cap ETF | $114.55 -0.1% | Sale $50,001 - $100,000 | 3/7/2023 | 2/15/2023 | +8.5%
 |
CSCO Cisco Systems | $52.73 +0.4% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +19.5%
 |
WMT Walmart | $79.71 +0.8% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +76.8%
 |
MSFT Microsoft | $414.71 +1.3% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +64.6%
 |
WMT Walmart | $79.71 +0.8% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +76.8%
 |
MDT Medtronic | $88.14 +1.3% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | -2.4%
 |
MDT Medtronic | $88.14 +1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | -2.4%
 |
IVW iShares S&P 500 Growth ETF | $96.10 +1.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +50.8%
 |
ONEQ Fidelity NASDAQ Composite Index ETF | $71.69 +1.3% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/13/2022 | +57.1%
 |
CSCO Cisco Systems | $52.73 +0.4% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/13/2022 | +19.5%
 |
LMT Lockheed Martin | $608.27 +0.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/12/2022 | +45.3%
 |
LMT Lockheed Martin | $608.27 +0.5% | Purchase $50,001 - $100,000 | 10/11/2022 | 9/12/2022 | +45.3%
 |
SBUX Starbucks | $96.21 +0.1% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +8.5%
 |
SBUX Starbucks | $96.21 +0.1% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +8.5%
 |
HD Home Depot | $414.23 +1.5% | Purchase $1,001 - $15,000 | 10/11/2022 | 9/9/2022 | +38.2%
 |
HD Home Depot | $414.23 +1.5% | Purchase $15,001 - $50,000 | 10/11/2022 | 9/9/2022 | +38.2%
 |
BRP The Baldwin Insurance Group | $50.58 +1.7% | Sale $1,000,001 - $5,000,000 | 6/1/2021 | 4/27/2021 | +68.8%
 |
BRP The Baldwin Insurance Group | $50.58 +1.7% | Sale $1,000,001 - $5,000,000 | 3/3/2022 | 4/27/2021 | +68.8%
 |
BRP The Baldwin Insurance Group | $50.58 +1.7% | Exchange $1,000,001 - $5,000,000 | 3/26/2021 | 2/11/2021 | +77.2%
 |