Jared Moskowitz
Trades
334
225 buy / 109 sell
Buy Win Rate
64%
218 buy trades scored
Avg. Buy Return
+14.2%
Dollar-weighted avg
vs S&P 500
-2.7%
Same holding periods
Trading Performance
Based on 218 buys scored
Avg. Buy Return+14.2%
S&P 500 (same periods)+16.9%
Alpha vs S&P 500-2.7%
Buy Win Rate64%
Sell Timing57%
Buy / Sell Trades128 / 60
Buy/Sell Ratio2.1x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
334 trades disclosed
AXP
American Express Company Common Stock
Type:
Buy
Date
Mar 31, 2026
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Mar 31, 2026
CAT
Caterpillar, Inc. Common Stock
Type:
Sell
Date
Mar 31, 2026
COR
Cencora, Inc. Common Stock
Type:
Buy
Date
Mar 31, 2026
CB
Chubb Limited Common Stock
Type:
Buy
Date
Mar 31, 2026
CMI
Cummins Inc. Common Stock
Type:
Sell
Date
Mar 31, 2026
GE
GE Aerospace Common Stock
Type:
Buy
Date
Mar 31, 2026
GD
General Dynamics Corporation Common Stock
Type:
Buy
Date
Mar 31, 2026
HD
Home Depot, Inc.
Type:
Buy
Date
Mar 31, 2026
MCD
McDonald's Corporation Common Stock
Type:
Buy
Date
Mar 31, 2026
MSI
Motorola Solutions, Inc. Common
Type:
Buy
Date
Mar 31, 2026
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Mar 31, 2026
PH
Parker-Hannifin Corporation
Type:
Buy
Date
Mar 31, 2026
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Sell
Date
Mar 31, 2026
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Mar 23, 2026
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Mar 23, 2026
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Mar 23, 2026
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Mar 23, 2026
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Sell
Date
Mar 23, 2026
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Sell
Date
Mar 23, 2026
BRO
Brown & Brown, Inc. Common Stock
Type:
Sell
Date
Mar 23, 2026
BRO
Brown & Brown, Inc. Common Stock
Type:
Sell
Date
Mar 23, 2026
COR
Cencora, Inc. Common Stock
Type:
Buy
Date
Mar 23, 2026
COR
Cencora, Inc. Common Stock
Type:
Buy
Date
Mar 23, 2026
GE
GE Aerospace Common Stock
Type:
Buy
Date
Mar 23, 2026
GE
GE Aerospace Common Stock
Type:
Buy
Date
Mar 23, 2026
GD
General Dynamics Corporation Common Stock
Type:
Buy
Date
Mar 23, 2026
GD
General Dynamics Corporation Common Stock
Type:
Buy
Date
Mar 23, 2026
MNST
Monster Beverage Corporation - Common Stock
Type:
Buy
Date
Mar 23, 2026
MNST
Monster Beverage Corporation - Common Stock
Type:
Buy
Date
Mar 23, 2026
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Mar 31, 2026
MSI
Motorola Solutions, Inc. Common Stock
Type:
Buy
Date
Mar 23, 2026
MSI
Motorola Solutions, Inc. Common Stock
Type:
Buy
Date
Mar 23, 2026
ORCL
Oracle Corporation Common Stock
Type:
Sell
Date
Mar 23, 2026
ORCL
Oracle Corporation Common Stock
Type:
Sell
Date
Mar 23, 2026
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Mar 23, 2026
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Mar 23, 2026
PH
Parker-Hannifin Corporation Common Stock
Type:
Buy
Date
Mar 23, 2026
PH
Parker-Hannifin Corporation Common Stock
Type:
Buy
Date
Mar 23, 2026
CI
The Cigna Group Common Stock
Type:
Sell
Date
Mar 23, 2026
CI
The Cigna Group Common Stock
Type:
Sell
Date
Mar 23, 2026
TJX
TJX Companies, Inc.
Type:
Buy
Date
Mar 23, 2026
TSCO
Tractor Supply Company - Common Stock
Type:
Sell
Date
Mar 23, 2026
TSCO
Tractor Supply Company - Common Stock
Type:
Sell
Date
Mar 23, 2026
ROP
Roper Technologies, Inc.
Type:
Sell
Date
Feb 27, 2026
ROP
Roper Technologies, Inc.
Type:
Sell
Date
Feb 27, 2026
ATO
Atmos Energy Corporation Common Stock
Type:
Buy
Date
Dec 2, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Dec 2, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Dec 2, 2025
PEP
Pepsico, Inc.
Type:
Sell
Date
Dec 2, 2025
PEP
Pepsico, Inc.
Type:
Sell
Date
Dec 2, 2025
PEG
Public Service Enterprise Group Incorporated Common Stock
Type:
Buy
Date
Dec 2, 2025
SO
Southern Company
Type:
Buy
Date
Dec 2, 2025
AXP
American Express Company Common Stock
Type:
Buy
Date
Oct 10, 2025
SHW
Sherwin-Williams Company
Type:
Sell
Date
Oct 10, 2025
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Buy
Date
Oct 10, 2025
AXP
American Express Company Common Stock
Type:
Buy
Date
Oct 10, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Oct 10, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Oct 10, 2025
CARR
Carrier Global Corporation Common Stock
Type:
Sell
Date
Oct 10, 2025
CARR
Carrier Global Corporation Common Stock
Type:
Sell
Date
Oct 10, 2025
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Buy
Date
Oct 10, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Buy
Date
Oct 10, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Buy
Date
Oct 10, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Oct 10, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Oct 10, 2025
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Oct 10, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Oct 10, 2025
SHW
Sherwin-Williams Company
Type:
Sell
Date
Oct 10, 2025
TS
TSM
Taiwan Semiconductor
Type:
Buy
Date
Oct 10, 2025
TS
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
Type:
Buy
Date
Oct 10, 2025
TXN
Texas Instruments Incorporated - Common Stock
Type:
Sell
Date
Oct 10, 2025
TXN
Texas Instruments Incorporated - Common Stock
Type:
Sell
Date
Oct 10, 2025
CI
The Cigna Group Common Stock
Type:
Buy
Date
May 15, 2025
CI
The Cigna Group Common Stock
Type:
Buy
Date
May 15, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
May 15, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
May 15, 2025
HCA
HCA Healthcare, Inc. Common Stock
Type:
Buy
Date
May 15, 2025
HCA
HCA Healthcare, Inc. Common Stock
Type:
Buy
Date
May 15, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Apr 16, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Apr 16, 2025
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Apr 16, 2025
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Apr 16, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Sell
Date
Apr 10, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Sell
Date
Apr 10, 2025
SBUX
Starbucks Corporation - Common Stock
Type:
Sell
Date
Apr 10, 2025
SBUX
Starbucks Corporation - Common Stock
Type:
Sell
Date
Apr 10, 2025
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Apr 7, 2025
CARR
Carrier Global Corporation Common Stock
Type:
Buy
Date
Apr 7, 2025
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Apr 7, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Apr 7, 2025
HON
Honeywell International Inc.
Type:
Buy
Date
Apr 7, 2025
ITW
Illinois Tool Works Inc. Common Stock
Type:
Buy
Date
Apr 7, 2025
LECO
Lincoln Electric Holdings, Inc. - Common Shares
Type:
Sell
Date
Apr 7, 2025
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Apr 7, 2025
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Apr 7, 2025
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Apr 7, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Apr 7, 2025
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Apr 7, 2025
PEP
Pepsico, Inc.
Type:
Buy
Date
Apr 7, 2025
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Buy
Date
Apr 7, 2025
RPM
RPM International Inc. Common Stock
Type:
Buy
Date
Apr 7, 2025
SHW
Sherwin-Williams Company
Type:
Buy
Date
Apr 7, 2025
SO
Southern Company
Type:
Buy
Date
Apr 7, 2025
SYK
Stryker Corporation Common Stock
Type:
Buy
Date
Apr 7, 2025
TXN
Texas Instruments Incorporated - Common Stock
Type:
Buy
Date
Apr 7, 2025
TJX
TJX Companies, Inc.
Type:
Buy
Date
Apr 7, 2025
TSCO
Tractor Supply Company - Common Stock
Type:
Buy
Date
Apr 7, 2025
V
Visa Inc.
Type:
Buy
Date
Apr 7, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Apr 7, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Apr 7, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Apr 7, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Mar 11, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 11, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Mar 10, 2025
ELV
Elevance Health, Inc. Common Stock
Type:
Sell
Date
Mar 10, 2025
ELV
Elevance Health, Inc. Common Stock
Type:
Sell
Date
Mar 10, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 10, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 10, 2025
GL
GLDW
SPDR Long Dollar Gold Trust
Type:
Buy
Date
Mar 10, 2025
GL
GLDW
SPDR Long Dollar Gold Trust
Type:
Buy
Date
Mar 10, 2025
TJX
TJX Companies, Inc.
Type:
Buy
Date
Mar 10, 2025
TJX
TJX Companies, Inc.
Type:
Buy
Date
Mar 10, 2025
WST
West Pharmaceutical Services, Inc. Common Stock
Type:
Sell
Date
Feb 13, 2025
CNI
Canadian National Railway Company Common Stock
Type:
Sell
Date
Jan 15, 2025
CNI
Canadian National Railway Company Common Stock
Type:
Sell
Date
Jan 15, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Jan 15, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Jan 15, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Jan 15, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Jan 15, 2025
MRK
Merck & Company, Inc. Common Stock
Type:
Sell
Date
Jan 15, 2025
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Jan 15, 2025
SYK
Stryker Corporation Common Stock
Type:
Buy
Date
Jan 15, 2025
ABT
Abbott Laboratories Common Stock
Type:
Sell
Date
Jan 15, 2025
ABT
Abbott Laboratories Common Stock
Type:
Sell
Date
Jan 15, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Jan 15, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Jan 15, 2025
XL
XLE
The Energy Select Sector SPDR Fund
Type:
Buy
Date
Nov 8, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Nov 8, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Nov 8, 2024
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Nov 8, 2024
ATO
Atmos Energy Corporation Common
Type:
Buy
Date
Nov 8, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Nov 8, 2024
CVX
Chevron Corporation Common Stock
Type:
Sell
Date
Nov 8, 2024
CMI
Cummins Inc. Common Stock
Type:
Buy
Date
Nov 8, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Nov 8, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Nov 8, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Nov 8, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Nov 8, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Nov 8, 2024
MCD
McDonald's Corporation Common
Type:
Buy
Date
Nov 8, 2024
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Nov 8, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Nov 8, 2024
TXN
Texas Instruments Incorporated -
Type:
Buy
Date
Nov 8, 2024
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Nov 8, 2024
TSCO
Tractor Supply Company - Common
Type:
Buy
Date
Nov 8, 2024
WST
West Pharmaceutical Services, Inc.
Type:
Sell
Date
Nov 8, 2024
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Nov 8, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Nov 8, 2024
AOS
A.O. Smith Corporation Common
Type:
Sell
Date
Nov 8, 2024
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Nov 8, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Nov 8, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Nov 8, 2024
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Nov 8, 2024
PEP
Pepsico, Inc.
Type:
Buy
Date
Nov 8, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Nov 8, 2024
SBCF
Seacoast Banking Corporation of
Type:
Sell
Date
Nov 8, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Nov 8, 2024
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Nov 8, 2024
XOM
Exxon Mobil Corporation Common Stock
Type:
Sell
Date
Nov 8, 2024
TXN
Texas Instruments Incorporated - Common Stock
Type:
Buy
Date
Jul 14, 2023
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Feb 13, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Feb 13, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Feb 13, 2024
RPM
RPM International Inc. Common
Type:
Buy
Date
Feb 13, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Feb 13, 2024
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Feb 13, 2024
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Feb 13, 2024
ABT
Abbott Laboratories Common Stock
Type:
Sell
Date
Feb 13, 2024
SPGI
S&P Global Inc. Common Stock
Type:
Buy
Date
Feb 13, 2024
SO
Southern Company
Type:
Sell
Date
Feb 13, 2024
APD
Air Products and Chemicals, Inc.
Type:
Sell
Date
Feb 1, 2024
FDS
FactSet Research Systems Inc.
Type:
Buy
Date
Feb 1, 2024
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Feb 1, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Feb 1, 2024
SNA
Snap-On Incorporated Common Stock
Type:
Buy
Date
Feb 1, 2024
KMB
Kimberly-Clark Corporation Common Stock
Type:
Sell
Date
Feb 1, 2024
MDLZ
Mondelez International, Inc. - Class A Common Stock
Type:
Buy
Date
Feb 1, 2024
BRO
Brown & Brown, Inc. Common Stock
Type:
Buy
Date
Dec 28, 2023
HRL
Hormel Foods Corporation Common
Type:
Sell
Date
Dec 28, 2023
JKHY
Jack Henry & Associates, Inc. -
Type:
Sell
Date
Dec 28, 2023
MCD
McDonald's Corporation Common
Type:
Buy
Date
Dec 28, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Dec 28, 2023
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Dec 28, 2023
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Dec 28, 2023
WST
West Pharmaceutical Services, Inc.
Type:
Buy
Date
Dec 28, 2023
ZTS
Zoetis Inc. Class A Common Stock
Type:
Buy
Date
Dec 28, 2023
CAT
Caterpillar, Inc. Common Stock
Type:
Sell
Date
Dec 28, 2023
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Dec 28, 2023
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Dec 26, 2023
RTX
RTX Corporation Common Stock
Type:
Sell
Date
Sep 27, 2023
TGT
Target Corporation Common Stock
Type:
Sell
Date
Sep 27, 2023
CMI
Cummins Inc. Common Stock
Type:
Buy
Date
Sep 27, 2023
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Sep 1, 2023
ATO
Atmos Energy Corporation Common
Type:
Buy
Date
Sep 1, 2023
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Sep 1, 2023
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Sep 1, 2023
NKE
Nike, Inc. Common Stock
Type:
Buy
Date
Sep 1, 2023
PFE
Pfizer, Inc. Common Stock
Type:
Sell
Date
Sep 1, 2023
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Sep 1, 2023
TSCO
Tractor Supply Company - Common
Type:
Buy
Date
Sep 1, 2023
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Sep 1, 2023
SYY
Sysco Corporation Common Stock
Type:
Sell
Date
Sep 1, 2023
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Jul 14, 2023
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Jul 14, 2023
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Jul 14, 2023
ADP
Automatic Data Processing, Inc. -
Type:
Buy
Date
Jul 14, 2023
CVX
Chevron Corporation Common Stock
Type:
Buy
Date
Jul 14, 2023
HD
Home Depot, Inc.
Type:
Buy
Date
Jul 14, 2023
HRL
Hormel Foods Corporation Common
Type:
Buy
Date
Jul 14, 2023
INTC
Intel Corporation - Common Stock
Type:
Sell
Date
Jul 14, 2023
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Jul 14, 2023
LOW
Lowe's Companies, Inc. Common
Type:
Buy
Date
Jul 14, 2023
MA
Mastercard Incorporated Common
Type:
Buy
Date
Jul 14, 2023
MCD
McDonald's Corporation Common
Type:
Buy
Date
Jul 14, 2023
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Jul 14, 2023
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Jul 14, 2023
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Jul 14, 2023
PEP
Pepsico, Inc.
Type:
Buy
Date
Jul 14, 2023
PG
Procter & Gamble Company
Type:
Buy
Date
Jul 14, 2023
PEG
Public Service Enterprise Group
Type:
Buy
Date
Jul 14, 2023
ROP
Roper Technologies, Inc.
Type:
Buy
Date
Jul 14, 2023
TGT
Target Corporation Common Stock
Type:
Buy
Date
Jul 14, 2023
WEC
WEC Energy Group, Inc. Common
Type:
Buy
Date
Jul 14, 2023
WST
West Pharmaceutical Services, Inc.
Type:
Buy
Date
Jul 14, 2023
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Jul 14, 2023
DG
Dollar General Corporation Common
Type:
Sell
Date
Jul 14, 2023
XOM
Exxon Mobil Corporation Common
Type:
Buy
Date
Jul 14, 2023
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Jul 14, 2023
V
Visa Inc.
Type:
Buy
Date
Jul 14, 2023
GWW
W.W. Grainger, Inc. Common Stock
Type:
Buy
Date
Jul 14, 2023
DIS
Walt Disney Company
Type:
Sell
Date
Jul 14, 2023
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Jul 14, 2023
AOS
A.O. Smith Corporation Common
Type:
Buy
Date
Jul 14, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Buy
Date
Jul 14, 2023
SPGI
S&P Global Inc. Common Stock
Type:
Buy
Date
Jul 14, 2023
SO
Southern Company
Type:
Buy
Date
Jul 14, 2023
SBUX
Starbucks Corporation - Common
Type:
Buy
Date
Jul 14, 2023
STE
STERIS plc
Type:
Buy
Date
Jul 14, 2023
RJF
Raymond James Financial, Inc.
Type:
Sell
Date
Jul 14, 2023
C
Citigroup, Inc. Common Stock
Type:
Sell
Date
Jul 14, 2023
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Jul 14, 2023
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Feb 13, 2024
SO
Southern Company
Type:
Buy
Date
Jul 5, 2024
TD
Toronto Dominion Bank
Type:
Sell
Date
Jul 5, 2024
WM
Waste Management, Inc. Common
Type:
Buy
Date
Jul 5, 2024
WEC
WEC Energy Group, Inc. Common
Type:
Sell
Date
Jul 5, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Jul 5, 2024
MDLZ
Mondelez International, Inc. - Class A Common Stock
Type:
Sell
Date
Jul 5, 2024
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Jul 5, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Jul 5, 2024
LOW
Lowe's Companies, Inc. Common
Type:
Sell
Date
Jul 5, 2024
MA
Mastercard Incorporated Common
Type:
Sell
Date
Jul 5, 2024
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Jul 5, 2024
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Jul 5, 2024
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Jul 5, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Jul 5, 2024
ALL
Allstate Corporation
Type:
Sell
Date
Jul 5, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jul 5, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Jul 5, 2024
CB
Chubb Limited Common Stock
Type:
Buy
Date
Jul 5, 2024
FDS
FactSet Research Systems Inc.
Type:
Sell
Date
Jul 5, 2024
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Jul 5, 2024
SNA
Snap-On Incorporated Common
Type:
Sell
Date
Jul 5, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Jul 5, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Jul 1, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Jul 1, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Jul 1, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Jul 1, 2024
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Jul 1, 2024
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Jul 1, 2024
SNA
Snap-On Incorporated Common
Type:
Buy
Date
Jul 1, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Jul 1, 2024
BBY
Best Buy Co., Inc. Common Stock
Type:
Sell
Date
Jul 1, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Jul 1, 2024
FDS
FactSet Research Systems Inc.
Type:
Buy
Date
Jul 1, 2024
TD
Toronto Dominion Bank
Type:
Sell
Date
Jul 1, 2024
TSCO
Tractor Supply Company - Common
Type:
Buy
Date
Jul 1, 2024
WEC
WEC Energy Group, Inc. Common
Type:
Sell
Date
Jul 1, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Jul 5, 2024
MA
Mastercard Incorporated Common
Type:
Sell
Date
Jul 5, 2024
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Jul 5, 2024
SO
Southern Company
Type:
Buy
Date
Jul 5, 2024
TD
Toronto Dominion Bank
Type:
Sell
Date
Jul 5, 2024
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Jul 5, 2024
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Jul 5, 2024
ROP
Roper Technologies, Inc.
Type:
Buy
Date
Jul 5, 2024
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Jul 5, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jul 5, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Jul 5, 2024
ALL
Allstate Corporation
Type:
Sell
Date
Jul 5, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jul 5, 2024
ATO
Atmos Energy Corporation Common
Type:
Buy
Date
Jul 5, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Jul 5, 2024
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
Jul 5, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Jul 5, 2024
FDS
FactSet Research Systems Inc.
Type:
Sell
Date
Jul 5, 2024
GWW
W.W. Grainger, Inc. Common Stock
Type:
Buy
Date
Jul 5, 2024
WM
Waste Management, Inc. Common
Type:
Sell
Date
Jul 5, 2024
WEC
WEC Energy Group, Inc. Common
Type:
Sell
Date
Jul 5, 2024
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
Jul 17, 2024
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Feb 1, 2024
SNA
Snap-On Incorporated Common
Type:
Buy
Date
Feb 1, 2024
APD
Air Products and Chemicals, Inc.
Type:
Sell
Date
Feb 1, 2024
FDS
FactSet Research Systems Inc.
Type:
Buy
Date
Feb 1, 2024
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Dec 28, 2023
SBCF
Seacoast Banking Corporation of
Type:
Sell
Date
Dec 14, 2023
SHW
Sherwin-Williams Company
Type:
Sell
Date
Dec 28, 2023
HRL
Hormel Foods Corporation
Type:
Sell
Date
Dec 28, 2023
ADI
Analog Devices, Inc.
Type:
Buy
Date
Dec 28, 2023
BBY
Best Buy Co., Inc.
Type:
Sell
Date
Dec 28, 2023
META
Meta Platforms, Inc. - Class A
Type:
Buy
Date
Dec 28, 2023
DG
Dollar General Corporation
Type:
Sell
Date
Dec 28, 2023
LLY
Eli Lilly and Company
Type:
Buy
Date
Dec 28, 2023
JKHY
Jack Henry & Associates, Inc.
Type:
Sell
Date
Dec 28, 2023
ROP
Roper Technologies, Inc.
Type:
Buy
Date
Dec 28, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Dec 28, 2023
PFE
Pfizer, Inc.
Type:
Sell
Date
Dec 28, 2023
SYY
Sysco Corporation
Type:
Sell
Date
Dec 28, 2023
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Dec 28, 2023
TSCO
Tractor Supply Company
Type:
Buy
Date
Dec 28, 2023
DIS
Walt Disney Company
Type:
Sell
Date
Dec 28, 2023
WST
West Pharmaceutical Services, Inc.
Type:
Buy
Date
Dec 28, 2023
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Dec 28, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Mar 31, 2026 | AXP American Express Company Common Stock | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | CAT Caterpillar, Inc. Common Stock | Sell | $1k - $15k | +30dFiling |
| Mar 31, 2026 | COR Cencora, Inc. Common Stock | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | CB Chubb Limited Common Stock | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | CMI Cummins Inc. Common Stock | Sell | $1k - $15k | +30dFiling |
| Mar 31, 2026 | GE GE Aerospace Common Stock | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | GD General Dynamics Corporation Common Stock | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | HD Home Depot, Inc. | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | MCD McDonald's Corporation Common Stock | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | MSI Motorola Solutions, Inc. Common | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | PH Parker-Hannifin Corporation | Buy | $1k - $15k | +30dFiling |
| Mar 31, 2026 | QCOM QUALCOMM Incorporated - Common Stock | Sell | $15k - $50k | +30dFiling |
| Mar 23, 2026 | ASML ASML Holding N.V. - New York Registry Shares | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | ASML ASML Holding N.V. - New York Registry Shares | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | ACN Accenture plc Class A Ordinary Shares | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | ACN Accenture plc Class A Ordinary Shares | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | ADP Automatic Data Processing, Inc. - Common Stock | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | ADP Automatic Data Processing, Inc. - Common Stock | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | BRO Brown & Brown, Inc. Common Stock | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | BRO Brown & Brown, Inc. Common Stock | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | COR Cencora, Inc. Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | COR Cencora, Inc. Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | GE GE Aerospace Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | GE GE Aerospace Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | GD General Dynamics Corporation Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | GD General Dynamics Corporation Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | MNST Monster Beverage Corporation - Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | MNST Monster Beverage Corporation - Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 31, 2026 | ASML ASML Holding N.V. - New York Registry Shares | Buy | $1k - $15k | +30dFiling |
| Mar 23, 2026 | MSI Motorola Solutions, Inc. Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | MSI Motorola Solutions, Inc. Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | ORCL Oracle Corporation Common Stock | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | ORCL Oracle Corporation Common Stock | Sell | $15k - $50k | +38dFiling |
| Mar 23, 2026 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | PANW Palo Alto Networks, Inc. | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | PH Parker-Hannifin Corporation Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | PH Parker-Hannifin Corporation Common Stock | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | CI The Cigna Group Common Stock | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | CI The Cigna Group Common Stock | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | TJX TJX Companies, Inc. | Buy | $1k - $15k | +38dFiling |
| Mar 23, 2026 | TSCO Tractor Supply Company - Common Stock | Sell | $1k - $15k | +38dFiling |
| Mar 23, 2026 | TSCO Tractor Supply Company - Common Stock | Sell | $15k - $50k | +38dFiling |
| Feb 27, 2026 | ROP Roper Technologies, Inc. | Sell | $1k - $15k | +31dFiling |
| Feb 27, 2026 | ROP Roper Technologies, Inc. | Sell | $1k - $15k | +31dFiling |
| Dec 2, 2025 | ATO Atmos Energy Corporation Common Stock | Buy | $1k - $15k | +45dFiling |
| Dec 2, 2025 | MCK McKesson Corporation Common Stock | Buy | $1k - $15k | +45dFiling |
| Dec 2, 2025 | MCK McKesson Corporation Common Stock | Buy | $1k - $15k | +45dFiling |
| Dec 2, 2025 | PEP Pepsico, Inc. | Sell | $1k - $15k | +45dFiling |
| Dec 2, 2025 | PEP Pepsico, Inc. | Sell | $15k - $50k | +45dFiling |
| Dec 2, 2025 | PEG Public Service Enterprise Group Incorporated Common Stock | Buy | $1k - $15k | +45dFiling |
| Dec 2, 2025 | SO Southern Company | Buy | $1k - $15k | +45dFiling |
| Oct 10, 2025 | AXP American Express Company Common Stock | Buy | $1k - $15k | +43dFiling |
| Oct 10, 2025 | SHW Sherwin-Williams Company | Sell | $15k - $50k | +43dFiling |
| Oct 10, 2025 | CSCO Cisco Systems, Inc. - Common Stock | Buy | $15k - $50k | +43dFiling |
| Oct 10, 2025 | AXP American Express Company Common Stock | Buy | $15k - $50k | +43dFiling |
| Oct 10, 2025 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +43dFiling |
| Oct 10, 2025 | AVGO Broadcom Inc. - Common Stock | Buy | $15k - $50k | +43dFiling |
| Oct 10, 2025 | CARR Carrier Global Corporation Common Stock | Sell | $1k - $15k | +43dFiling |
| Oct 10, 2025 | CARR Carrier Global Corporation Common Stock | Sell | $1k - $15k | +43dFiling |
| Oct 10, 2025 | CSCO Cisco Systems, Inc. - Common Stock | Buy | $1k - $15k | +43dFiling |
| Oct 10, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | $1k - $15k | +43dFiling |
| Oct 10, 2025 | DELL Dell Technologies Inc. Class C Common Stock | Buy | $15k - $50k | +43dFiling |
| Oct 10, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $1k - $15k | +43dFiling |
| Oct 10, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $15k - $50k | +43dFiling |
| Oct 10, 2025 | JNJ Johnson & Johnson Common Stock | Sell | $1k - $15k | +43dFiling |
| Oct 10, 2025 | MCK McKesson Corporation Common Stock | Buy | $1k - $15k | +43dFiling |
| Oct 10, 2025 | SHW Sherwin-Williams Company | Sell | $1k - $15k | +43dFiling |
| Oct 10, 2025 | TS TSM Taiwan Semiconductor | Buy | $1k - $15k | +43dFiling |
| Oct 10, 2025 | TS TSM Taiwan Semiconductor Manufacturing Company Ltd. | Buy | $1k - $15k | +43dFiling |
| Oct 10, 2025 | TXN Texas Instruments Incorporated - Common Stock | Sell | $1k - $15k | +43dFiling |
| Oct 10, 2025 | TXN Texas Instruments Incorporated - Common Stock | Sell | $15k - $50k | +43dFiling |
| May 15, 2025 | CI The Cigna Group Common Stock | Buy | $1k - $15k | +43dFiling |
| May 15, 2025 | CI The Cigna Group Common Stock | Buy | $1k - $15k | +43dFiling |
| May 15, 2025 | UNH UnitedHealth Group Incorporated Common Stock | Sell | $1k - $15k | +43dFiling |
| May 15, 2025 | UNH UnitedHealth Group Incorporated Common Stock | Sell | $1k - $15k | +43dFiling |
| May 15, 2025 | HCA HCA Healthcare, Inc. Common Stock | Buy | $1k - $15k | +43dFiling |
| May 15, 2025 | HCA HCA Healthcare, Inc. Common Stock | Buy | $1k - $15k | +43dFiling |
| Apr 16, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +23dFiling |
| Apr 16, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +23dFiling |
| Apr 16, 2025 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | +23dFiling |
| Apr 16, 2025 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | +23dFiling |
| Apr 10, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Sell | $1k - $15k | +29dFiling |
| Apr 10, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Sell | $15k - $50k | +29dFiling |
| Apr 10, 2025 | SBUX Starbucks Corporation - Common Stock | Sell | $1k - $15k | +29dFiling |
| Apr 10, 2025 | SBUX Starbucks Corporation - Common Stock | Sell | $1k - $15k | +29dFiling |
| Apr 7, 2025 | ADI Analog Devices, Inc. - Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | CARR Carrier Global Corporation Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | CAT Caterpillar, Inc. Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | HON Honeywell International Inc. | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | ITW Illinois Tool Works Inc. Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | LECO Lincoln Electric Holdings, Inc. - Common Shares | Sell | $1k - $15k | +32dFiling |
| Apr 7, 2025 | LIN Linde plc - Ordinary Shares | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | LMT Lockheed Martin Corporation Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | NEE NextEra Energy, Inc. Common Stock | Sell | $1k - $15k | +32dFiling |
| Apr 7, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | ORCL Oracle Corporation Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | PEP Pepsico, Inc. | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | QCOM QUALCOMM Incorporated - Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | RPM RPM International Inc. Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | SHW Sherwin-Williams Company | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | SO Southern Company | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | SYK Stryker Corporation Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | TXN Texas Instruments Incorporated - Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | TJX TJX Companies, Inc. | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | TSCO Tractor Supply Company - Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | V Visa Inc. | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | ABBV AbbVie Inc. Common Stock | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | ACN Accenture plc Class A Ordinary Shares | Buy | $1k - $15k | +32dFiling |
| Apr 7, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +32dFiling |
| Mar 11, 2025 | AVGO Broadcom Inc. - Common Stock | Sell | $15k - $50k | +28dFiling |
| Mar 11, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +28dFiling |
| Mar 10, 2025 | AVGO Broadcom Inc. - Common Stock | Sell | $1k - $15k | +29dFiling |
| Mar 10, 2025 | ELV Elevance Health, Inc. Common Stock | Sell | $1k - $15k | +29dFiling |
| Mar 10, 2025 | ELV Elevance Health, Inc. Common Stock | Sell | $1k - $15k | +29dFiling |
| Mar 10, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +29dFiling |
| Mar 10, 2025 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +29dFiling |
| Mar 10, 2025 | GL GLDW SPDR Long Dollar Gold Trust | Buy | $1k - $15k | +29dFiling |
| Mar 10, 2025 | GL GLDW SPDR Long Dollar Gold Trust | Buy | $1k - $15k | +29dFiling |
| Mar 10, 2025 | TJX TJX Companies, Inc. | Buy | $1k - $15k | +29dFiling |
| Mar 10, 2025 | TJX TJX Companies, Inc. | Buy | $1k - $15k | +29dFiling |
| Feb 13, 2025 | WST West Pharmaceutical Services, Inc. Common Stock | Sell | $1k - $15k | +21dFiling |
| Jan 15, 2025 | CNI Canadian National Railway Company Common Stock | Sell | $1k - $15k | +26dFiling |
| Jan 15, 2025 | CNI Canadian National Railway Company Common Stock | Sell | $1k - $15k | +26dFiling |
| Jan 15, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $1k - $15k | +26dFiling |
| Jan 15, 2025 | GS Goldman Sachs Group, Inc. (GS) [ST | Buy | $1k - $15k | +26dFiling |
| Jan 15, 2025 | MCK McKesson Corporation Common Stock | Buy | $1k - $15k | +26dFiling |
| Jan 15, 2025 | MCK McKesson Corporation Common Stock | Buy | $1k - $15k | +26dFiling |
| Jan 15, 2025 | MRK Merck & Company, Inc. Common Stock | Sell | $1k - $15k | +26dFiling |
| Jan 15, 2025 | MRK Merck & Company, Inc. Common | Sell | $1k - $15k | +26dFiling |
| Jan 15, 2025 | SYK Stryker Corporation Common Stock | Buy | $1k - $15k | +26dFiling |
| Jan 15, 2025 | ABT Abbott Laboratories Common Stock | Sell | $1k - $15k | +26dFiling |
| Jan 15, 2025 | ABT Abbott Laboratories Common Stock | Sell | $1k - $15k | +26dFiling |
| Jan 15, 2025 | ABBV AbbVie Inc. Common Stock | Buy | $1k - $15k | +26dFiling |
| Jan 15, 2025 | ABBV AbbVie Inc. Common Stock | Buy | $1k - $15k | +26dFiling |
| Nov 8, 2024 | XL XLE The Energy Select Sector SPDR Fund | Buy | $15k - $50k | +31dFiling |
| Nov 8, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | ADI Analog Devices, Inc. - Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | ATO Atmos Energy Corporation Common | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | CVX Chevron Corporation Common Stock | Sell | $1k - $15k | +31dFiling |
| Nov 8, 2024 | CMI Cummins Inc. Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | ELV Elevance Health, Inc. Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | HD Home Depot, Inc. | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | JPM JP Morgan Chase & Co. Common | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | LMT Lockheed Martin Corporation | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | MCD McDonald's Corporation Common | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | MRK Merck & Company, Inc. Common | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | TXN Texas Instruments Incorporated - | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | TMUS T-Mobile US, Inc. | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | TSCO Tractor Supply Company - Common | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | WST West Pharmaceutical Services, Inc. | Sell | $1k - $15k | +31dFiling |
| Nov 8, 2024 | LIN Linde plc - Ordinary Shares | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | SHW Sherwin-Williams Company | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | AOS A.O. Smith Corporation Common | Sell | $1k - $15k | +31dFiling |
| Nov 8, 2024 | ACN Accenture plc Class A Ordinary Shares | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | ORCL Oracle Corporation Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | PEP Pepsico, Inc. | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | QCOM QUALCOMM Incorporated - | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | SBCF Seacoast Banking Corporation of | Sell | $50k - $100k | +31dFiling |
| Nov 8, 2024 | SHW Sherwin-Williams Company | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | META Meta Platforms, Inc. - Class A Common Stock | Buy | $1k - $15k | +31dFiling |
| Nov 8, 2024 | XOM Exxon Mobil Corporation Common Stock | Sell | $1k - $15k | +31dFiling |
| Jul 14, 2023 | TXN Texas Instruments Incorporated - Common Stock | Buy | $1k - $15k | Date uncertain |
| Feb 13, 2024 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | |
| Feb 13, 2024 | LMT Lockheed Martin Corporation | Buy | $1k - $15k | |
| Feb 13, 2024 | NEE NextEra Energy, Inc. Common Stock | Sell | $1k - $15k | |
| Feb 13, 2024 | RPM RPM International Inc. Common | Buy | $1k - $15k | |
| Feb 13, 2024 | ELV Elevance Health, Inc. Common Stock | Buy | $1k - $15k | |
| Feb 13, 2024 | TMUS T-Mobile US, Inc. | Buy | $1k - $15k | |
| Feb 13, 2024 | UNH UnitedHealth Group Incorporated | Buy | $1k - $15k | |
| Feb 13, 2024 | ABT Abbott Laboratories Common Stock | Sell | $1k - $15k | |
| Feb 13, 2024 | SPGI S&P Global Inc. Common Stock | Buy | $1k - $15k | |
| Feb 13, 2024 | SO Southern Company | Sell | $1k - $15k | |
| Feb 1, 2024 | APD Air Products and Chemicals, Inc. | Sell | $1k - $15k | |
| Feb 1, 2024 | FDS FactSet Research Systems Inc. | Buy | $1k - $15k | |
| Feb 1, 2024 | NKE Nike, Inc. Common Stock | Sell | $1k - $15k | |
| Feb 1, 2024 | ELV Elevance Health, Inc. Common Stock | Buy | $1k - $15k | |
| Feb 1, 2024 | SNA Snap-On Incorporated Common Stock | Buy | $1k - $15k | |
| Feb 1, 2024 | KMB Kimberly-Clark Corporation Common Stock | Sell | $1k - $15k | |
| Feb 1, 2024 | MDLZ Mondelez International, Inc. - Class A Common Stock | Buy | $1k - $15k | |
| Dec 28, 2023 | BRO Brown & Brown, Inc. Common Stock | Buy | $1k - $15k | |
| Dec 28, 2023 | HRL Hormel Foods Corporation Common | Sell | $1k - $15k | |
| Dec 28, 2023 | JKHY Jack Henry & Associates, Inc. - | Sell | $1k - $15k | |
| Dec 28, 2023 | MCD McDonald's Corporation Common | Buy | $1k - $15k | |
| Dec 28, 2023 | MDT Medtronic plc. Ordinary Shares | Sell | $1k - $15k | |
| Dec 28, 2023 | COST Costco Wholesale Corporation - | Buy | $1k - $15k | |
| Dec 28, 2023 | TMUS T-Mobile US, Inc. | Buy | $1k - $15k | |
| Dec 28, 2023 | WST West Pharmaceutical Services, Inc. | Buy | $1k - $15k | |
| Dec 28, 2023 | ZTS Zoetis Inc. Class A Common Stock | Buy | $1k - $15k | |
| Dec 28, 2023 | CAT Caterpillar, Inc. Common Stock | Sell | $1k - $15k | |
| Dec 28, 2023 | LLY Eli Lilly and Company Common Stock | Buy | $1k - $15k | |
| Dec 26, 2023 | TMUS T-Mobile US, Inc. | Buy | $1k - $15k | |
| Sep 27, 2023 | RTX RTX Corporation Common Stock | Sell | $1k - $15k | |
| Sep 27, 2023 | TGT Target Corporation Common Stock | Sell | $1k - $15k | |
| Sep 27, 2023 | CMI Cummins Inc. Common Stock | Buy | $1k - $15k | |
| Sep 1, 2023 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | |
| Sep 1, 2023 | ATO Atmos Energy Corporation Common | Buy | $1k - $15k | |
| Sep 1, 2023 | MRK Merck & Company, Inc. Common | Buy | $1k - $15k | |
| Sep 1, 2023 | MSFT Microsoft Corporation - Common | Buy | $1k - $15k | |
| Sep 1, 2023 | NKE Nike, Inc. Common Stock | Buy | $1k - $15k | |
| Sep 1, 2023 | PFE Pfizer, Inc. Common Stock | Sell | $1k - $15k | |
| Sep 1, 2023 | LLY Eli Lilly and Company Common Stock | Buy | $1k - $15k | |
| Sep 1, 2023 | TSCO Tractor Supply Company - Common | Buy | $1k - $15k | |
| Sep 1, 2023 | LIN Linde plc - Ordinary Shares | Buy | $1k - $15k | |
| Sep 1, 2023 | SYY Sysco Corporation Common Stock | Sell | $1k - $15k | |
| Jul 14, 2023 | BRK-B Berkshire Hathaway Inc. New | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | ADI Analog Devices, Inc. - Common Stock | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | ADP Automatic Data Processing, Inc. - | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | CVX Chevron Corporation Common Stock | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | HD Home Depot, Inc. | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | HRL Hormel Foods Corporation Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | INTC Intel Corporation - Common Stock | Sell | $15k - $50k | Date uncertain |
| Jul 14, 2023 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | LOW Lowe's Companies, Inc. Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | MA Mastercard Incorporated Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | MCD McDonald's Corporation Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | MRK Merck & Company, Inc. Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | MSFT Microsoft Corporation - Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | NEE NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | PEP Pepsico, Inc. | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | PG Procter & Gamble Company | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | PEG Public Service Enterprise Group | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | ROP Roper Technologies, Inc. | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | TGT Target Corporation Common Stock | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | WEC WEC Energy Group, Inc. Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | WST West Pharmaceutical Services, Inc. | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | COST Costco Wholesale Corporation - | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | DG Dollar General Corporation Common | Sell | $1k - $15k | Date uncertain |
| Jul 14, 2023 | XOM Exxon Mobil Corporation Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | UNH UnitedHealth Group Incorporated | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | V Visa Inc. | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | GWW W.W. Grainger, Inc. Common Stock | Buy | $15k - $50k | Date uncertain |
| Jul 14, 2023 | DIS Walt Disney Company | Sell | $1k - $15k | Date uncertain |
| Jul 14, 2023 | ACN Accenture plc Class A Ordinary Shares | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | AOS A.O. Smith Corporation Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | MDT Medtronic plc. Ordinary Shares | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | SPGI S&P Global Inc. Common Stock | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | SO Southern Company | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | SBUX Starbucks Corporation - Common | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | STE STERIS plc | Buy | $1k - $15k | Date uncertain |
| Jul 14, 2023 | RJF Raymond James Financial, Inc. | Sell | $100k - $250k | Date uncertain |
| Jul 14, 2023 | C Citigroup, Inc. Common Stock | Sell | $15k - $50k | Date uncertain |
| Jul 14, 2023 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | Date uncertain |
| Feb 13, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | |
| Jul 5, 2024 | SO Southern Company | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | TD Toronto Dominion Bank | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | WM Waste Management, Inc. Common | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | WEC WEC Energy Group, Inc. Common | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | ZTS Zoetis Inc. Class A Common Stock | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | MDLZ Mondelez International, Inc. - Class A Common Stock | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | CMCSA Comcast Corporation - Class A Common Stock | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | JPM JP Morgan Chase & Co. Common | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | LOW Lowe's Companies, Inc. Common | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | MA Mastercard Incorporated Common | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | NOC Northrop Grumman Corporation | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | ORCL Oracle Corporation Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | PNC PNC Financial Services Group, Inc. | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | SHW Sherwin-Williams Company | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | ALL Allstate Corporation | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | CB Chubb Limited Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | FDS FactSet Research Systems Inc. | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | ABT Abbott Laboratories Common Stock | Buy | $1k - $15k | +45dFiling |
| Jul 5, 2024 | SNA Snap-On Incorporated Common | Sell | $1k - $15k | +45dFiling |
| Jul 5, 2024 | ZTS Zoetis Inc. Class A Common Stock | Sell | $1k - $15k | +32dFiling |
| Jul 1, 2024 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | JPM JP Morgan Chase & Co. Common | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | LMT Lockheed Martin Corporation | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | NEE NextEra Energy, Inc. Common Stock | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | NOC Northrop Grumman Corporation | Sell | $1k - $15k | +36dFiling |
| Jul 1, 2024 | PNC PNC Financial Services Group, Inc. | Sell | $1k - $15k | +36dFiling |
| Jul 1, 2024 | SNA Snap-On Incorporated Common | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | BBY Best Buy Co., Inc. Common Stock | Sell | $1k - $15k | +36dFiling |
| Jul 1, 2024 | ELV Elevance Health, Inc. Common Stock | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | FDS FactSet Research Systems Inc. | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | TD Toronto Dominion Bank | Sell | $1k - $15k | +36dFiling |
| Jul 1, 2024 | TSCO Tractor Supply Company - Common | Buy | $1k - $15k | +36dFiling |
| Jul 1, 2024 | WEC WEC Energy Group, Inc. Common | Sell | $1k - $15k | +36dFiling |
| Jul 5, 2024 | SHW Sherwin-Williams Company | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | MA Mastercard Incorporated Common | Sell | $1k - $15k | +32dFiling |
| Jul 5, 2024 | NOC Northrop Grumman Corporation | Sell | $1k - $15k | +32dFiling |
| Jul 5, 2024 | SO Southern Company | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | TD Toronto Dominion Bank | Sell | $1k - $15k | +32dFiling |
| Jul 5, 2024 | ORCL Oracle Corporation Common Stock | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | PNC PNC Financial Services Group, Inc. | Sell | $1k - $15k | +32dFiling |
| Jul 5, 2024 | ROP Roper Technologies, Inc. | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | LIN Linde plc - Ordinary Shares | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | NVDA NVIDIA Corporation - Common Stock | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | BRK-B Berkshire Hathaway Inc. New | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | ALL Allstate Corporation | Sell | $1k - $15k | +32dFiling |
| Jul 5, 2024 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | ATO Atmos Energy Corporation Common | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | AVGO Broadcom Inc. - Common Stock | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | CMCSA Comcast Corporation - Class A | Sell | $1k - $15k | +32dFiling |
| Jul 5, 2024 | ELV Elevance Health, Inc. Common Stock | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | FDS FactSet Research Systems Inc. | Sell | $1k - $15k | +32dFiling |
| Jul 5, 2024 | GWW W.W. Grainger, Inc. Common Stock | Buy | $1k - $15k | +32dFiling |
| Jul 5, 2024 | WM Waste Management, Inc. Common | Sell | $1k - $15k | +32dFiling |
| Jul 5, 2024 | WEC WEC Energy Group, Inc. Common | Sell | $1k - $15k | +32dFiling |
| Jul 17, 2024 | CMCSA Comcast Corporation - Class A | Sell | $1k - $15k | +20dFiling |
| Feb 1, 2024 | NKE Nike, Inc. Common Stock | Sell | $1k - $15k | |
| Feb 1, 2024 | SNA Snap-On Incorporated Common | Buy | $1k - $15k | |
| Feb 1, 2024 | APD Air Products and Chemicals, Inc. | Sell | $1k - $15k | |
| Feb 1, 2024 | FDS FactSet Research Systems Inc. | Buy | $1k - $15k | |
| Dec 28, 2023 | MRK Merck & Company, Inc. Common | Buy | $1k - $15k | +25dFiling |
| Dec 14, 2023 | SBCF Seacoast Banking Corporation of | Sell | $15k - $50k | +39dFiling |
| Dec 28, 2023 | SHW Sherwin-Williams Company | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | HRL Hormel Foods Corporation | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | ADI Analog Devices, Inc. | Buy | $1k - $15k | +25dFiling |
| Dec 28, 2023 | BBY Best Buy Co., Inc. | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | META Meta Platforms, Inc. - Class A | Buy | $1k - $15k | +25dFiling |
| Dec 28, 2023 | DG Dollar General Corporation | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | LLY Eli Lilly and Company | Buy | $1k - $15k | +25dFiling |
| Dec 28, 2023 | JKHY Jack Henry & Associates, Inc. | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | ROP Roper Technologies, Inc. | Buy | $1k - $15k | +25dFiling |
| Dec 28, 2023 | MDT Medtronic plc. Ordinary Shares | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | PFE Pfizer, Inc. | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | SYY Sysco Corporation | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | TMUS T-Mobile US, Inc. | Buy | $1k - $15k | +25dFiling |
| Dec 28, 2023 | TSCO Tractor Supply Company | Buy | $1k - $15k | +25dFiling |
| Dec 28, 2023 | DIS Walt Disney Company | Sell | $1k - $15k | +25dFiling |
| Dec 28, 2023 | WST West Pharmaceutical Services, Inc. | Buy | $1k - $15k | +25dFiling |
| Dec 28, 2023 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | +25dFiling |
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer