Michael T. McCaul
Trades
1,754
1754 buy / 0 sell
Buy Win Rate
N/A
Mostly non-equity
Avg. Buy Return
N/A
Mostly non-equity
vs S&P 500
N/A
Mostly non-equity
Trading Performance
Buy/sell classification unreliable for this member (scanned PDF filing). Performance metrics hidden to prevent inaccurate data.
Trade History
1754 trades disclosedIncludes paper filings - amounts may be unavailable
ALH
ALLIANCE LAUNDRY HLDGS INC
Type:
Buy
Date
Apr 16, 2026
NSIT
INSIGHT ENTERPRISES INC
Type:
Buy
Date
Apr 23, 2026
EQT
EQT CORP COM
Type:
Buy
Date
Apr 9, 2026
EQT
EQT CORP COM
Type:
Buy
Date
Apr 24, 2026
TER
TERADYNE INC
Type:
Buy
Date
Apr 29, 2026
HURN
HURON CONSULTING GROUP INC
Type:
Buy
Date
Apr 23, 2026
KEYS
KEYSIGHT TECHNOLOGIES INC
Type:
Buy
Date
Apr 17, 2026
SPGI
S&P GLOBAL INC
Type:
Buy
Date
Apr 1, 2026
DHR
DANAHER CORPORATION COM
Type:
Buy
Date
Apr 28, 2026
EQT
EQT CORP COM
Type:
Buy
Date
Apr 23, 2026
SMEGF
SIEMENS ENERGY AG SPON ADS
Type:
Buy
Date
Apr 27, 2026
SA
SAP
SAP ADR .
Type:
Buy
Date
Apr 20, 2026
AJG
ARTHUR J. GALLAGHER & CO. . : ' °
Type:
Buy
Date
Apr 6, 2026
WDAY
WORKDAY INC COMCL A
Type:
Buy
Date
Apr 20, 2026
MA
MASTERCARD INCORPORATED CLA
Type:
Buy
Date
Apr 17, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Apr 14, 2026
INTU
INTUIT INC : . T
Type:
Buy
Date
Apr 2, 2026
MA
MASTERCARD INCORPORATED CLA
Type:
Buy
Date
Apr 1, 2026
META
META PLATFORMS INC CLASS A
Type:
Buy
Date
Apr 17, 2026
RDDT
REDDIT INCCLA
Type:
Buy
Date
Apr 17, 2026
INTU
INTUIT INC
Type:
Buy
Date
Apr 20, 2026
SPGI
S&P GLOBAL INC
Type:
Buy
Date
Apr 28, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Apr 20, 2026
MA
MASTERCARD INCORPORATED CLA
Type:
Buy
Date
Apr 28, 2026
WDAY
WORKDAY INC CLA . : ‘
Type:
Buy
Date
Apr 23, 2026
WDAY
WORKDAY INC CLA
Type:
Buy
Date
Apr 28, 2026
INTU
INTUIT INC
Type:
Buy
Date
Apr 29, 2026
EL
ESTEE LAUDER COMPANIES INC CLASS A
Type:
Buy
Date
Apr 8, 2026
EL
ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A
Type:
Buy
Date
Apr 9, 2026
EL
ESTEE LAUDER COMPANIES INC CLASS A
Type:
Buy
Date
Apr 1, 2026
HUM
HUMANA INC
Type:
Buy
Date
Apr 10, 2026
MA
MASTERCARD INCORPORATED CLA
Type:
Buy
Date
Apr 27, 2026
ASML
ASML HOLDING NV EURO
Type:
Buy
Date
Apr 17, 2026
BA
BAYRY
BAYER AG SPON ADR
Type:
Buy
Date
Apr 15, 2026
ASML
ASML HOLDING NV EURO
Type:
Buy
Date
Apr 6, 2026
WWD
WOODWARD INC COM
Type:
Buy
Date
Apr 22, 2026
WWD
WOODWARD INCCOM -
Type:
Buy
Date
Apr 2, 2026
WWD
WOODWARD INC COM
Type:
Buy
Date
Apr 13, 2026
BA
BAYRY
BAYER AG SPON ADR
Type:
Buy
Date
Apr 8, 2026
SH
SHEL
SHELL PLC SPON ADS
Type:
Buy
Date
Apr 23, 2026
AER
AERCAP HOLDINGS N.V. EURO.01
Type:
Buy
Date
Apr 10, 2026
FICO
FAIR ISAAC CORP
Type:
Buy
Date
Apr 22, 2026
VMC
VULCAN MATERIALS CO
Type:
Buy
Date
Apr 29, 2026
V
VISA INC
Type:
Buy
Date
Apr 27, 2026
AER
AERCAP HOLDINGS N.V. EURO
Type:
Buy
Date
Apr 30, 2026
COP
CONOCOPHILLIPS COM
Type:
Buy
Date
Apr 1, 2026
BA
BAYRY
BAYER AG SPON ADR
Type:
Buy
Date
Apr 23, 2026
GEV
GE VERNOVA INC
Type:
Buy
Date
Apr 29, 2026
CTS
CTS CORP
Type:
Buy
Date
Apr 23, 2026
SH
SHEL
SHELL PLC SPON ADS
Type:
Buy
Date
Apr 24, 2026
AON
AON PLC SHS CLA COM USDO.01
Type:
Buy
Date
Apr 6, 2026
SH
SHEL
SHELL PLC SPON ADS
Type:
Buy
Date
Apr 7, 2026
INTU
INTUIT INC
Type:
Buy
Date
Apr 17, 2026
ARW
ARROW ELECTRONICS INC
Type:
Buy
Date
Apr 23, 2026
AIT
‘ APPLIED INDUSTRIAL TECHNOLOGIES INC
Type:
Buy
Date
Apr 9, 2026
COR
MSPS CENCORA'INC COM rr ©
Type:
Buy
Date
Apr 30, 2026
DY
MY SPM STATE STREET/SPDR S&P.SCO ETF UNITS ns 61X18 DY
Type:
Buy
Date
Apr 30, 2026
RF
GN SPM STATE STREETSPDR'S&P.500 ETF, UNITS a 1X) RF
Type:
Buy
Date
Apr 30, 2026
VT
VTI
MN BVANGUARD INDEX FDS VANGUARD TOTALSTK MKT; CTF S FX) BF
Type:
Buy
Date
Apr 28, 2026
NSIT
INSIGHT ENTERPRISES INC
Type:
Buy
Date
Mar 3, 2026
EQT
EQT CORP COM
Type:
Buy
Date
Mar 31, 2026
AJG
ARTHUR J GALLAGHER & CO
Type:
Buy
Date
Mar 4, 2026
MA
MASTERCARD INCORPORATED CLA
Type:
Buy
Date
Mar 2, 2026
VT
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
Type:
Buy
Date
Mar 31, 2026
IV
IVV
ISHARES CORE S&P S00 ETF
Type:
Buy
Date
Mar 20, 2026
DF
DFIC
DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF
Type:
Buy
Date
Mar 26, 2026
VO
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
Type:
Buy
Date
Mar 31, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Mar 6, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 12, 2026
CMCSA
COMCAST CORP
Type:
Buy
Date
Mar 12, 2026
HLT
HILTON WORLDWIDE HLDGS INC
Type:
Buy
Date
Mar 12, 2026
ASML
ASML HOLDING NV
Type:
Buy
Date
Mar 31, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Mar 13, 2026
AJG
ARTHUR J GALLAGHER & CO
Type:
Buy
Date
Mar 25, 2026
AJG
ARTHURJ GALLAGHER & CO
Type:
Buy
Date
Mar 12, 2026
SPGI
S&P GLOBAL INC COM ~
Type:
Buy
Date
Mar 31, 2026
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Mar 27, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 20, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 2, 2026
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Mar 2, 2026
NOW
SERVICENOW INC
Type:
Buy
Date
Mar 4, 2026
MA
MASTERCARD INCORPORATED CLA
Type:
Buy
Date
Mar 17, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Mar 20, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Mar 24, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Mar 18, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 10, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 17, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Mar 23, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Mar 19, 2026
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Mar 12, 2026
DHR
DANAHER CORPORATION COM
Type:
Buy
Date
Mar 5, 2026
ADSK
AUTODESK INC
Type:
Buy
Date
Mar 4, 2026
SPGI
S&P GLOBAL INC COM b¢
Type:
Buy
Date
Mar 17, 2026
AMZN
AMAZON COM INC
Type:
Buy
Date
Mar 27, 2026
CMCSA
COMCAST CORP
Type:
Buy
Date
Mar 23, 2026
GEV
GE VERNOVA INC
Type:
Buy
Date
Mar 27, 2026
PTC
PTC INC
Type:
Buy
Date
Mar 4, 2026
BA
BAYRY
BAYER AG SPON ADR t
Type:
Buy
Date
Mar 17, 2026
WWD
WOODWARD INC
Type:
Buy
Date
Mar 11, 2026
WWD
WOODWARD INC
Type:
Buy
Date
Mar 31, 2026
AER
AERCAP HOLDINGS N V
Type:
Buy
Date
Mar 3, 2026
HLT
HILTON WORLDWIDE HLDGS INC
Type:
Buy
Date
Mar 3, 2026
ABT
ABBOTT LABORATORIES
Type:
Buy
Date
Mar 4, 2026
AON
AON PLC SHS CLA
Type:
Buy
Date
Mar 12, 2026
AON
AON PLC SHS CLA
Type:
Buy
Date
Mar 25, 2026
AON
AON PLCSHSCLA
Type:
Buy
Date
Mar 4, 2026
SH
SHEL
SHELL PLC SPON ADS
Type:
Buy
Date
Mar 31, 2026
PLXS
PLEXUS CORP
Type:
Buy
Date
Mar 4, 2026
PAYX
PAYCHEX INC
Type:
Buy
Date
Mar 4, 2026
AR
ARE
ALEXANDRIA REAL ESTATE EQUITIES
Type:
Buy
Date
Mar 23, 2026
EQH
EQUITABLE HLDGS INC COM
Type:
Buy
Date
Mar 2, 2026
VT
VTI
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL
Type:
Buy
Date
Mar 27, 2026
VE
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
Type:
Buy
Date
Mar 24, 2026
DF
DFAI
DFA INTERNATIONAL CORE EQUITY
Type:
Buy
Date
Mar 30, 2026
GPN
GLOBAL PAYMENTS INC
Type:
Buy
Date
Mar 23, 2026
SWK
STANLEY BLACK & DECKER INC b
Type:
Buy
Date
Mar 13, 2026
BAX
BAXTER INTERNATIONAL INC
Type:
Buy
Date
Mar 23, 2026
GPC
GENUINE PARTS CO COM USD1
Type:
Buy
Date
Mar 13, 2026
IBM
INTERNATIONAL BUS MACH CORP »
Type:
Buy
Date
Mar 4, 2026
CVX
CHEVRON CORP
Type:
Buy
Date
Mar 23, 2026
CVX
CHEVRON CORP
Type:
Buy
Date
Mar 13, 2026
LPLA
LPL FINANCIAL HOLDINGS INC
Type:
Buy
Date
Mar 2, 2026
DO
DOC
HEALTHPEAK PROPERTIES INC
Type:
Buy
Date
Mar 23, 2026
CVX
CHEVRON CORP
Type:
Buy
Date
Mar 4, 2026
HLI
Houlihan Lokey Inc Cl A
Type:
Buy
Date
Feb 12, 2026
BA
BAYRY
Bayer AG Spon ADR
Type:
Buy
Date
Feb 5, 2026
CVCO
Cavco Industries Inc
Type:
Buy
Date
Feb 4, 2026
HURN
Huron Consulting Group Inc
Type:
Buy
Date
Feb 12, 2026
MWA
Mueller Water Products Inc
Type:
Buy
Date
Feb 3, 2026
PRI
Primerica Inc Com
Type:
Buy
Date
Feb 13, 2026
FCN
FTI Consulting Inc
Type:
Buy
Date
Feb 11, 2026
HURN
Huron Consulting Group Inc
Type:
Buy
Date
Feb 27, 2026
LPX
Louisiana-Pacific Corp
Type:
Buy
Date
Feb 27, 2026
FCN
FTI Consulting Inc
Type:
Buy
Date
Feb 27, 2026
ABT
Abbott Laboratories
Type:
Buy
Date
Feb 5, 2026
MSFT
Microsoft Corp
Type:
Buy
Date
Feb 27, 2026
WDAY
Workday Inc Com Cl A
Type:
Buy
Date
Feb 10, 2026
ASML
ASML Holding NV
Type:
Buy
Date
Feb 5, 2026
BA
BAYRY
Bayer AG Spon ADR
Type:
Buy
Date
Feb 17, 2026
GEV
GE Vernova Inc Com
Type:
Buy
Date
Feb 4, 2026
PSTG
Pure Storage Inc Cl A
Type:
Buy
Date
Feb 13, 2026
FICO
Fair Isaac Corp
Type:
Buy
Date
Feb 3, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Feb 4, 2026
TER
Teradyne Inc Com
Type:
Buy
Date
Feb 4, 2026
ADSK
Autodesk Inc
Type:
Buy
Date
Feb 27, 2026
INTU
Intuit Inc
Type:
Buy
Date
Feb 17, 2026
SPOT
Spotify Technology S.A. Com
Type:
Buy
Date
Feb 27, 2026
ENTG
Entegris Inc
Type:
Buy
Date
Feb 4, 2026
SPOT
Spotify Technology S.A. Com
Type:
Buy
Date
Feb 4, 2026
SPOT
Spotify Technology S.A. Com
Type:
Buy
Date
Feb 10, 2026
ENTG
Entegris Inc
Type:
Buy
Date
Feb 10, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Feb 13, 2026
MELI
Mercadolibre Inc Com
Type:
Buy
Date
Feb 27, 2026
NFLX
Netflix Inc
Type:
Buy
Date
Feb 17, 2026
META
Meta Platforms Inc Class A
Type:
Buy
Date
Feb 20, 2026
META
Meta Platforms Inc Class A
Type:
Buy
Date
Feb 11, 2026
WDAY
Workday Inc Com Cl A
Type:
Buy
Date
Feb 27, 2026
ORCL
Oracle Corp
Type:
Buy
Date
Feb 11, 2026
RDDT
Reddit Inc Cl A
Type:
Buy
Date
Feb 11, 2026
PSTG
Pure Storage Inc Cl A
Type:
Buy
Date
Feb 26, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Feb 10, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Feb 5, 2026
INTU
Intuit Inc
Type:
Buy
Date
Feb 5, 2026
NFLX
Netflix Inc
Type:
Buy
Date
Feb 5, 2026
WDAY
Workday Inc Com Cl A
Type:
Buy
Date
Feb 17, 2026
ORCL
Oracle Corp
Type:
Buy
Date
Feb 10, 2026
NFLX
Netflix Inc
Type:
Buy
Date
Feb 27, 2026
AER
Aercap Holdings N.V.
Type:
Buy
Date
Feb 3, 2026
WDAY
Workday Inc Com Cl A
Type:
Buy
Date
Feb 9, 2026
CMCSA
Comcast Corp
Type:
Buy
Date
Feb 26, 2026
UBER
Uber Technologies Inc Com
Type:
Buy
Date
Feb 11, 2026
NVDA
Nvidia Corporation Com
Type:
Buy
Date
Feb 26, 2026
GE
GE Aerospace Com New
Type:
Buy
Date
Feb 4, 2026
UBER
Uber Technologies Inc Com
Type:
Buy
Date
Feb 13, 2026
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 13, 2026
VMC
Vulcan Materials Co
Type:
Buy
Date
Feb 23, 2026
WWD
Woodward Inc Com
Type:
Buy
Date
Feb 27, 2026
WWD
Woodward Inc Com
Type:
Buy
Date
Feb 3, 2026
WWD
Woodward Inc Com
Type:
Buy
Date
Feb 18, 2026
MLM
Martin Marietta Materials Inc
Type:
Buy
Date
Feb 17, 2026
HLT
Hilton Worldwide Hldgs Inc
Type:
Buy
Date
Feb 6, 2026
EL
Estee Lauder Companies Inc Class A
Type:
Buy
Date
Feb 2, 2026
BA
BAYRY
Bayer AG Spon ADR
Type:
Buy
Date
Feb 6, 2026
PTC
PTC Inc
Type:
Buy
Date
Feb 24, 2026
INTU
Intuit Inc
Type:
Buy
Date
Feb 11, 2026
DXCM
Dexcom Inc
Type:
Buy
Date
Feb 4, 2026
MLM
Martin Marietta Materials Inc
Type:
Buy
Date
Feb 23, 2026
WWD
Woodward Inc Com
Type:
Buy
Date
Feb 10, 2026
GOOGL
Alphabet Inc Cap Stk Cl A
Type:
Buy
Date
Feb 4, 2026
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 10, 2026
GEV
GE Vernova Inc Com
Type:
Buy
Date
Feb 5, 2026
ABT
Abbott Laboratories
Type:
Buy
Date
Feb 27, 2026
PLXS
Plexus Corp
Type:
Buy
Date
Feb 4, 2026
PLXS
Plexus Corp
Type:
Buy
Date
Feb 12, 2026
BAX
Baxter International Inc
Type:
Buy
Date
Feb 17, 2026
DO
DOC
Healthpeak Properties Inc Com
Type:
Buy
Date
Feb 6, 2026
GPC
Genuine Parts Co
Type:
Buy
Date
Feb 20, 2026
CVS
CVS Health Corporation
Type:
Buy
Date
Feb 20, 2026
VSH
Vishay Intertechnology Inc
Type:
Buy
Date
Feb 12, 2026
MUR
Murphy Oil Corp
Type:
Buy
Date
Feb 20, 2026
HUM
Humana Inc
Type:
Buy
Date
Feb 17, 2026
AR
ARE
Alexandria Real Estate Equities
Type:
Buy
Date
Feb 6, 2026
DCI
Donaldson Company Inc
Type:
Buy
Date
Feb 18, 2026
AER
Aercap Holdings N.V.
Type:
Buy
Date
Feb 13, 2026
HLT
Hilton Worldwide Hldgs Inc
Type:
Buy
Date
Feb 23, 2026
FCN
FTI CONSULTING INC
Type:
Buy
Date
Jan 21, 2026
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Jan 13, 2026
CMCSA
COMCAST CORP
Type:
Buy
Date
Jan 13, 2026
VSNT
VERSANT MEDIA GROUP INC COM CLA
Type:
Buy
Date
Jan 13, 2026
ASML
ASML HOLDING NV
Type:
Buy
Date
Jan 30, 2026
AER
AERCAP HOLDINGS
Type:
Buy
Date
Jan 13, 2026
WWD
WOODWARD INC
Type:
Buy
Date
Jan 14, 2026
ASML
ASML HOLDING NV
Type:
Buy
Date
Jan 26, 2026
ASML
ASML HOLDING NV
Type:
Buy
Date
Jan 13, 2026
PINS
PINTEREST INC CLA
Type:
Buy
Date
Jan 29, 2026
PSTG
PURE STORAGE INC CLA
Type:
Buy
Date
Jan 29, 2026
GPC
GENUINE PARTS CO
Type:
Buy
Date
Jan 8, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Jan 30, 2026
INTU
INTUIT INC
Type:
Buy
Date
Jan 30, 2026
WDAY
WORKDAY INC . a
Type:
Buy
Date
Jan 30, 2026
SA
SAP
SAP ADR
Type:
Buy
Date
Jan 13, 2026
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Jan 26, 2026
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jan 30, 2026
MELI
P__ FF MERCADOLIBRE INC — Xf
Type:
Buy
Date
Jan 30, 2026
HSIC
HENRY SCHEIN INC
Type:
Buy
Date
Jan 9, 2026
ARW
ARROW ELECTRONICS INC
Type:
Buy
Date
Jan 27, 2026
IFF
INTERNATIONAL FLAVORS &FRAGRANCES
Type:
Buy
Date
Jan 13, 2026
BAX
BAXTER INTERNATIONAL INC
Type:
Buy
Date
Jan 13, 2026
CVS
CVS HEALTH CORPORATION
Type:
Buy
Date
Jan 13, 2026
MRK
MERCK &CO. INC
Type:
Buy
Date
Jan 13, 2026
VO
VOO
Vanguard Index FDS S&P 500 ETF
Type:
Buy
Date
Jan 26, 2026
VO
VOO
Vanguard Index FDS S&P 500 ETF
Type:
Buy
Date
Jan 23, 2026
NSIT
INSIGHT ENTERPRISES INC
Type:
Buy
Date
Jan 28, 2026
SMEGF
SIEMENS ENERGY AG-UNSP
Type:
Buy
Date
Dec 16, 2025
SMEGF
SIEMENS ENERGY AG-UNSP
Type:
Buy
Date
Dec 17, 2025
MELI
MERCADOLUBRE INC
Type:
Buy
Date
Dec 18, 2025
MWA
Mueller Water Products Inc
Type:
Buy
Date
Dec 19, 2025
MWA
Mueller Water Products Inc
Type:
Buy
Date
Dec 22, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 11, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 22, 2025
AMZN
AMAZON.COM INC
Type:
Buy
Date
Dec 15, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 19, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 15, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 16, 2025
LS
LSEG
LONDON STOCKEXGRPADRSPON
Type:
Buy
Date
Dec 23, 2025
SA
SAP
“SP SAP SE-SPONSORED ADR
Type:
Buy
Date
Dec 17, 2025
SA
SAP
SAP SE-SPONSORED ADR
Type:
Buy
Date
Dec 16, 2025
LS
LSEG
LONDON STOCK EX GRP ADR SPON
Type:
Buy
Date
Dec 22, 2025
GOOGL
ALPHABET INC-CLC
Type:
Buy
Date
Dec 15, 2025
GOOGL
ALPHABET ING-CL.C
Type:
Buy
Date
Dec 16, 2025
GOOGL
ALPHABET INC-CLC
Type:
Buy
Date
Dec 10, 2025
AER
AERCAP HOLDINGS NV
Type:
Buy
Date
Dec 12, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Dec 15, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Dec 16, 2025
UBER
UBER TECHNOLOGIES INC oo
Type:
Buy
Date
Dec 16, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Dec 10, 2025
INTU
INTUIT INC
Type:
Buy
Date
Dec 16, 2025
VT
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Dec 16, 2025
AR
ARE
ALEXANDRIA REAL EST EQTS
Type:
Buy
Date
Dec 15, 2025
BAX
BAXTER INTERNTL INC
Type:
Buy
Date
Dec 15, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Dec 4, 2025
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Dec 4, 2025
ALLY
ALLY FINL INC
Type:
Buy
Date
Dec 9, 2025
COR
CENCORA INC
Type:
Buy
Date
Dec 4, 2025
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Dec 4, 2025
COR
CENCORA INC
Type:
Buy
Date
Dec 15, 2025
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS
Type:
Buy
Date
Dec 11, 2025
VT
VTI
VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES
Type:
Buy
Date
Dec 23, 2025
DF
DFIC
DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL CLASS
Type:
Buy
Date
Dec 11, 2025
HL
HLMIX
Harding Loevner International £q Inst!
Type:
Buy
Date
Dec 22, 2025
DF
DFAI
DFA International Core ETF
Type:
Buy
Date
Dec 24, 2025
DF
DFAI
DIMENSIONAL NTL CORE
Type:
Buy
Date
Dec 26, 2025
HL
HLMIX
HARDING LOEVNER INTL
Type:
Buy
Date
Dec 16, 2025
DF
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Dec 12, 2025
VG
VGLT
VANGUARB LONG TERM TAX
Type:
Buy
Date
Dec 1, 2025
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Dec 3, 2025
VT
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Dec 24, 2025
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Dec 9, 2025
DF
DFAI
DFAInternational Core ETF
Type:
Buy
Date
Dec 23, 2025
NW
NWGAX
NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A
Type:
Buy
Date
Dec 19, 2025
VT
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETE
Type:
Buy
Date
Dec 24, 2025
VT
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Dec 11, 2025
VC
VCRM
VANGUARD MUN BD FDSTAX-EXEMPT BD INDEXFD ETF
Type:
Buy
Date
Nov 6, 2025
ATR
APTARGROUP INC COM
Type:
Buy
Date
Nov 19, 2025
VVV
VALVOLINE INC COM
Type:
Buy
Date
Nov 19, 2025
HAYW
HAYWARD HLDGS INCCOM
Type:
Buy
Date
Nov 20, 2025
LPX
LOUISIANA-PAC CORPCOM
Type:
Buy
Date
Nov 18, 2025
MSA
s5P MSA SAFETY INC COM °
Type:
Buy
Date
Nov 20, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Nov 4, 2025
SA
SAP
SAP SE-SPONSORED ADR
Type:
Buy
Date
Nov 28, 2025
GOOGL
ALPHABET INC-CL C
Type:
Buy
Date
Nov 19, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Nov 24, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Nov 19, 2025
HUM
HUMANA INC
Type:
Buy
Date
Nov 4, 2025
FCFS
FIRSTCASH HLDGS INCCOM ; b§ «
Type:
Buy
Date
Nov 26, 2025
SSD
SIMPSON MFG INC COM
Type:
Buy
Date
Nov 19, 2025
G
GENPACT LTD : ; ; ;
Type:
Buy
Date
Nov 24, 2025
GPC
GENUINE PARTS CO
Type:
Buy
Date
Nov 13, 2025
IFF
INTL FLAVORS&FRAGRNC ~ co
Type:
Buy
Date
Nov 14, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Nov 14, 2025
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Nov 13, 2025
VG
VGLT
” VANGUARD LONG TERM TAX
Type:
Buy
Date
Nov 3, 2025
AVGO
Broadcom Inc
Type:
Buy
Date
Oct 27, 2025
WDAY
Workday Inc-Class A
Type:
Buy
Date
Oct 14, 2025
GPC
Genuine Parts Co
Type:
Buy
Date
Oct 27, 2025
NOW
ServiceNow Inc
Type:
Buy
Date
Oct 8, 2025
GOOG
Alphabet Inc-Cl C
Type:
Buy
Date
Oct 27, 2025
WWD
Woodward Inc
Type:
Buy
Date
Oct 27, 2025
TS
TSM
Taiwan Semiconductor-SP ADR
Type:
Buy
Date
Oct 27, 2025
HWM
Howmet Aerospace Inc
Type:
Buy
Date
Oct 27, 2025
V
Visa Inc Cl A Shrs
Type:
Buy
Date
Oct 27, 2025
ANET
Arista Networks Inc Reg
Type:
Buy
Date
Oct 16, 2025
DXCM
Dexcom Inc
Type:
Buy
Date
Oct 27, 2025
CHTR
Charter Communications Inc A
Type:
Buy
Date
Oct 17, 2025
AA
Alcoa Corp
Type:
Buy
Date
Oct 27, 2025
AER
Aercap Holdings NV
Type:
Buy
Date
Oct 22, 2025
EL
The Estee Lauder Companies Inc
Type:
Buy
Date
Oct 27, 2025
ELV
Elevance Health Inc
Type:
Buy
Date
Oct 27, 2025
BA
BAYRY
Bayer AG-Sponsored ADR
Type:
Buy
Date
Oct 27, 2025
SH
SHEL
Shell Plc-ADR
Type:
Buy
Date
Oct 27, 2025
COF
Capital One Financial Corp
Type:
Buy
Date
Oct 22, 2025
ORCL
Oracle Corp
Type:
Buy
Date
Oct 27, 2025
UBER
Uber Technologies Inc
Type:
Buy
Date
Oct 27, 2025
SSD
Simpson Manufacturing Co
Type:
Buy
Date
Oct 8, 2025
ASML
ASML Holding NV-NY Reg Shs
Type:
Buy
Date
Oct 27, 2025
INTU
Intuit Inc
Type:
Buy
Date
Oct 27, 2025
ANET
Arista Networks Inc Reg
Type:
Buy
Date
Oct 27, 2025
HUM
Humana Inc
Type:
Buy
Date
Oct 27, 2025
LEN
Lennar Corp-A
Type:
Buy
Date
Oct 27, 2025
CMCSA
Comcast Corp-Class A
Type:
Buy
Date
Oct 27, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Oct 31, 2025
AMZN
Amazon Com Inc Com
Type:
Buy
Date
Oct 13, 2025
COP
ConocoPhillips
Type:
Buy
Date
Oct 27, 2025
UNH
UnitedHealth Group Inc
Type:
Buy
Date
Oct 27, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Oct 27, 2025
NVDA
Nvidia
Type:
Buy
Date
Oct 27, 2025
GPN
Global Pmts Inc Georgia
Type:
Buy
Date
Oct 24, 2025
IFF
Intl Flavors&Fragrnc
Type:
Buy
Date
Oct 22, 2025
AR
ARE
Alexandria Real Est Eqts
Type:
Buy
Date
Oct 24, 2025
NFG
Nat Fuel Gas Co NJ
Type:
Buy
Date
Oct 10, 2025
ST
ST
Sensata Technologies
Type:
Buy
Date
Oct 10, 2025
DLTR
Dollar Tree Inc
Type:
Buy
Date
Oct 24, 2025
DLTR
Dollar Tree Inc
Type:
Buy
Date
Oct 10, 2025
AR
ARE
Alexandria Real Est Eqts
Type:
Buy
Date
Oct 10, 2025
TPR
Tapestry Inc
Type:
Buy
Date
Oct 27, 2025
LPLA
LPL Financial Holdings
Type:
Buy
Date
Oct 27, 2025
INTC
Intel Corp
Type:
Buy
Date
Oct 27, 2025
ST
ST
Sensata Technologies
Type:
Buy
Date
Oct 27, 2025
VSH
Vishay Intertechnlgy
Type:
Buy
Date
Oct 27, 2025
ETN
Eaton Inc Cl A
Type:
Buy
Date
Oct 27, 2025
CVX
Chevron Corp
Type:
Buy
Date
Oct 27, 2025
MUR
Murphy Oil Corp
Type:
Buy
Date
Oct 27, 2025
SWK
Stanley Black & Decker
Type:
Buy
Date
Oct 27, 2025
GPN
Global Pmts Inc Georgia
Type:
Buy
Date
Oct 27, 2025
LVS
Las Vegas Sands Corp
Type:
Buy
Date
Oct 27, 2025
ALLY
Ally Finl Inc
Type:
Buy
Date
Oct 27, 2025
IBM
Intl Business Machines
Type:
Buy
Date
Oct 27, 2025
AR
ARE
Alexandria Real Est Eqts
Type:
Buy
Date
Oct 27, 2025
TSN
Tyson Foods Inc Cl A
Type:
Buy
Date
Oct 27, 2025
DLTR
Dollar Tree Inc
Type:
Buy
Date
Oct 27, 2025
EQH
Equitable Holdings Inc
Type:
Buy
Date
Oct 27, 2025
MRK
Merck And Co Inc Shs
Type:
Buy
Date
Oct 27, 2025
D
Dominion Energy Inc
Type:
Buy
Date
Oct 27, 2025
ALL
Allstate Corp Del Com
Type:
Buy
Date
Oct 27, 2025
T
AT&T Inc
Type:
Buy
Date
Oct 27, 2025
NFG
Nat Fuel Gas Co NJ
Type:
Buy
Date
Oct 27, 2025
CVS
CVS Health Corp
Type:
Buy
Date
Oct 17, 2025
UTHR
United Therapeutics Corp
Type:
Buy
Date
Oct 27, 2025
C
Citigroup Inc Com New
Type:
Buy
Date
Oct 27, 2025
NFG
Nat Fuel Gas Co NJ
Type:
Buy
Date
Oct 24, 2025
CVX
Chevron Corp
Type:
Buy
Date
Oct 22, 2025
INTC
Intel Corp
Type:
Buy
Date
Oct 10, 2025
TPR
Tapestry Inc
Type:
Buy
Date
Oct 22, 2025
VT
VTI
Vanguard Total Stock
Type:
Buy
Date
Oct 1, 2025
GOOG
Alphabet Inc-Cl C
Type:
Buy
Date
Oct 20, 2025
META
Meta Platforms Inc-Class A
Type:
Buy
Date
Oct 8, 2025
GOOGL
Alphabet Inc-Cl A
Type:
Buy
Date
Oct 27, 2025
HLT
Hilton Worldwide Holdings
Type:
Buy
Date
Oct 27, 2025
AON
Aon Plc-Class A
Type:
Buy
Date
Oct 23, 2025
META
Meta Platforms Inc-Class A
Type:
Buy
Date
Oct 27, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Oct 27, 2025
VMC
Vulcan Materials Co
Type:
Buy
Date
Oct 30, 2025
ASML
ASML Holding NV-NY Reg Shs
Type:
Buy
Date
Oct 30, 2025
SH
SHEL
Shell Plc-ADR
Type:
Buy
Date
Oct 23, 2025
ASML
ASML Holding NV-NY Reg Shs
Type:
Buy
Date
Oct 23, 2025
ADSK
Autodesk Inc
Type:
Buy
Date
Oct 27, 2025
CDNS
Cadence Design Sys Inc
Type:
Buy
Date
Oct 27, 2025
ASML
ASML Holding NV-NY Reg Shs
Type:
Buy
Date
Oct 7, 2025
INTU
Intuit Inc
Type:
Buy
Date
Oct 17, 2025
MA
Mastercard Inc
Type:
Buy
Date
Oct 23, 2025
PTC
PTC Inc
Type:
Buy
Date
Oct 22, 2025
BA
Boeing Hldgs Inc
Type:
Buy
Date
Oct 27, 2025
SA
SAP
SAP SE-Sponsored ADR
Type:
Buy
Date
Oct 27, 2025
PINS
Pinterest Inc Reg Shs
Type:
Buy
Date
Oct 17, 2025
RDDT
Reddit Inc Reg Shs A
Type:
Buy
Date
Oct 17, 2025
NFLX
Netflix Com Inc
Type:
Buy
Date
Oct 27, 2025
LEN
Lennar Corp-A
Type:
Buy
Date
Oct 23, 2025
GEV
GE Vernova Inc
Type:
Buy
Date
Oct 31, 2025
AVGO
Broadcom Inc
Type:
Buy
Date
Oct 24, 2025
HURN
Huron Consulting
Type:
Buy
Date
Oct 27, 2025
GOOGL
Alphabet Inc Shs Cl A
Type:
Buy
Date
Oct 17, 2025
GEV
GE Vernova Inc
Type:
Buy
Date
Oct 14, 2025
WDAY
Workday Inc-Class A
Type:
Buy
Date
Oct 3, 2025
LEN
Lennar Corp-A
Type:
Buy
Date
Oct 10, 2025
SH
SHEL
Shell Plc-ADR
Type:
Buy
Date
Oct 17, 2025
GE
GE Aerospace
Type:
Buy
Date
Oct 27, 2025
VT
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Sep 30, 2025
NOW
SERVICENOW INC b§
Type:
Buy
Date
Sep 25, 2025
CNM
CORE & MAIN INC COMCLA —
Type:
Buy
Date
Sep 22, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Sep 8, 2025
CSL
Carlisle Companies, inc.
Type:
Buy
Date
Sep 22, 2025
NFLX
NETFLIX COM INC
Type:
Buy
Date
Sep 16, 2025
LS
LSEG
LONDON STOCK EXCHG-UNSP ADR
Type:
Buy
Date
Sep 5, 2025
NSIT
Insight Enterprises, Inc.
Type:
Buy
Date
Sep 22, 2025
ATR
AptarGroup, Inc.
Type:
Buy
Date
Sep 22, 2025
PRI
PRIMERICA INC
Type:
Buy
Date
Sep 22, 2025
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Sep 22, 2025
MSA
MSA Safety incorporated
Type:
Buy
Date
Sep 22, 2025
NSIT
Insight Enterprises, Inc.
Type:
Buy
Date
Sep 11, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Sep 4, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Sep 16, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Sep 3, 2025
PLXS
PLEXUS CORP
Type:
Buy
Date
Sep 11, 2025
AVGO
‘ BROADCOM INC
Type:
Buy
Date
Sep 9, 2025
ATR
AptarGroup, Inc.
Type:
Buy
Date
Sep 11, 2025
DXCM
OEXCOM INC
Type:
Buy
Date
Sep 22, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Sep 9, 2025
LS
LSEG
LONDON STOCK EXCHG-UNSP ADR
Type:
Buy
Date
Sep 12, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Sep 25, 2025
GOOGL
ALPHABET INCSHS CLA
Type:
Buy
Date
Sep 4, 2025
ORCL
ORACLE CORP
Type:
Buy
Date
Sep 11, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Sep 10, 2025
GOOGL
ALPHABET INC-CL A
Type:
Buy
Date
Sep 18, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Sep 30, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Sep 3, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Sep 23, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Sep 8, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 8, 2025
EL
THE ESTEE LAUDER COMPANIES INC
Type:
Buy
Date
Sep 30, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Sep 30, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 9, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 4, 2025
SNPS
SYNOPSYS INC
Type:
Buy
Date
Sep 16, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Sep 25, 2025
SNPS
SYNOPSYS INC
Type:
Buy
Date
Sep 25, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 22, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 11, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Sep 8, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Sep 26, 2025
SH
SHEL
SHELL PLC-ADR
Type:
Buy
Date
Sep 19, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 16, 2025
SKX
I SKECHERS USA INC
Type:
Buy
Date
Sep 16, 2025
AR
ARE
ALEXANDRIA REAL EST EQTS
Type:
Buy
Date
Sep 18, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Sep 26, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Sep 26, 2025
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Sep 24, 2025
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Sep 2, 2025
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Sep 30, 2025
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Oct 5, 2025
DF
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Sep 30, 2025
VT
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Sep 30, 2025
HL
HLMIX
HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Dec 20, 2024
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Dec 11, 2024
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Sep 30, 2024
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Jun 30, 2025
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Jun 28, 2024
VT
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Mar 28, 2025
VT
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Jul 1, 2024
VT
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Dec 24, 2024
VT
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Sep 30, 2024
NW
NWGAX
NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A
Type:
Buy
Date
Dec 20, 2024
VT
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Mar 25, 2024
DF
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Jun 30, 2025
DF
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Jun 28, 2024
DF
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Dec 11, 2024
DF
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Sep 30, 2024
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Mar 31, 2025
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Mar 28, 2024
DF
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Mar 31, 2025
DF
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Mar 28, 2024
GOOGL
ALPHABET INC CLA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
AMZN
AMAZON.COM INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
COF
CAPITAL ONE FINANCIAL CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
CMCSA
COMCAST CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
ELV
ELEVANCE HEALTH INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
GE
GENERAL ELECTRIC CO EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
GS
GOLDMAN SACHS GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
HLT
HILTON WORLDWIDE HOLDINGS IN EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
MAR
MARRIOTT INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
META
META PLATFORMS INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
MSFT
MICROSOFT CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
NFLX
NETFLIX INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
SAFRF
SAFRAN SA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
SA
SAP
SAP SE EXCHANGED FOR EAGLE-CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
SH
SHEL
SHELL PLC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
UNH
UNITEDHEALTH GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
V
VISA INC CLA SHRS EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
WFC
WELLS FARGO & CO EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
WWD
WOODWARD INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
VT
VTI
VANGUARD TOTAL STOCK MARKET ETF
Type:
Buy
Date
Mar 31, 2025
VT
VTI
VANGUARD TOTAL STOCK MARKET ETF
Type:
Buy
Date
Jul 2, 2024
VT
VTI
VANGUARD TOTAL STOCK MARKET ETF
Type:
Buy
Date
Dec 26, 2024
VT
VTI
VANGUARD TOTAL STOCK MARKET ETF
Type:
Buy
Date
Mar 28, 2024
SSD
Simpson Manufacturing Co
Type:
Buy
Date
Sep 21, 2025
HUM
HUMANA INC
Type:
Buy
Date
Aug 22, 2025
MA
MASTERCARD INC
Type:
Buy
Date
Aug 15, 2025
FISV
FISERV INC
Type:
Buy
Date
Aug 6, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Aug 29, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 7, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Aug 8, 2025
DXCM
DEXCOM INC
Type:
Buy
Date
Aug 7, 2025
NFLX
NETFLIX COM INC
Type:
Buy
Date
Aug 8, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Aug 27, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 9, 2025
V
VISA INC CLA
Type:
Buy
Date
Aug 15, 2025
HAYW
Hayward Holdings, inc.
Type:
Buy
Date
Aug 21, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Aug 21, 2025
HLT
HILTON WORLDWIDE HOLOINGS IN
Type:
Buy
Date
Aug 21, 2025
INTU
INTUIT INC
Type:
Buy
Date
Aug 8, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Aug 20, 2025
AON
AON PLC<LASSA
Type:
Buy
Date
Aug 21, 2025
MLM
MARTIN MARIETTA MATERIALS
Type:
Buy
Date
Aug 21, 2025
VMC
VULCAN MATERIALS CO
Type:
Buy
Date
Aug 21, 2025
AMZN
AMAZON.COM INC
Type:
Buy
Date
Sep 5, 2025
MSA
MSA Safety Incorporated
Type:
Buy
Date
Jun 21, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Aug 21, 2025
ARMK
ARAMARK
Type:
Buy
Date
Aug 21, 2025
LPX
LOUISIANA-PAC Corp Com
Type:
Buy
Date
Aug 21, 2025
BJW
BJ's Wholesale Club Holdings
Type:
Buy
Date
Aug 21, 2025
PPL
Applied Industrial Technologies
Type:
Buy
Date
Aug 21, 2025
CTS
CTS CORP
Type:
Buy
Date
Aug 21, 2025
FCFS
FirstCash Holdings
Type:
Buy
Date
Aug 21, 2025
NSIT
Insight Enterprises, Inc.
Type:
Buy
Date
Aug 21, 2025
HLI
Houlihan Lokey Inc
Type:
Buy
Date
Aug 21, 2025
PRI
PRIMERICA INC
Type:
Buy
Date
Aug 21, 2025
WTM
White Mountains insurance Group Ltd
Type:
Buy
Date
Sep 5, 2025
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Aug 22, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
Aug 22, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Aug 22, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Aug 22, 2025
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Aug 22, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Aug 22, 2025
GPC
GENUINE PARTS CO
Type:
Buy
Date
Aug 22, 2025
COR
CENCORA INC
Type:
Buy
Date
Aug 7, 2025
PLXS
PLExuS CORP
Type:
Buy
Date
Aug 5, 2025
ORCL
ORACLE CORP
Type:
Buy
Date
Aug 20, 2025
ATR
AptarGroup, Inc.
Type:
Buy
Date
Aug 7, 2025
PRI
PRIMERICA INC
Type:
Buy
Date
Aug 20, 2025
ZI
ZION
Zions Bancorporation NA
Type:
Buy
Date
Aug 20, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 4, 2025
BKNG
BOOKING HLDGS INC
Type:
Buy
Date
Aug 8, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Aug 8, 2025
PINS
PINTEREST INC REG SHS
Type:
Buy
Date
Aug 12, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 6, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Aug 15, 2025
CVCO
Caveo Inds inc Detcom
Type:
Buy
Date
Aug 29, 2025
G
GENPACTLTO
Type:
Buy
Date
Aug 21, 2025
PTC
PTC INC
Type:
Buy
Date
Aug 21, 2025
PLXS
PLEXUS CORP
Type:
Buy
Date
Aug 21, 2025
SNPS
SYNOPSYS INC
Type:
Buy
Date
Aug 21, 2025
SA
SAP
SAP SE-SPONSORED ADR
Type:
Buy
Date
Aug 21, 2025
OMF
ONEMAIN HLDGS INC
Type:
Buy
Date
Aug 21, 2025
ARW
Arrow Electronics, Inc.
Type:
Buy
Date
Aug 21, 2025
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Aug 21, 2025
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Aug 28, 2025
WWD
WOODWARD INC
Type:
Buy
Date
Aug 22, 2025
COF
CAPITAL ONE FINANCIAL CORP
Type:
Buy
Date
Aug 21, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
Sep 5, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Aug 22, 2025
GEV
GE VERNOVA INC
Type:
Buy
Date
Aug 21, 2025
EL
THE ESTEE LAUDER COMPANIES INC
Type:
Buy
Date
Aug 21, 2025
SH
SHEL
SHELL PLC-ADR
Type:
Buy
Date
Aug 21, 2025
MA
P MASTERCARD INC
Type:
Buy
Date
Aug 21, 2025
NVDA
NVIDIA
Type:
Buy
Date
Aug 29, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Aug 21, 2025
NVDA
NVIDIA
Type:
Buy
Date
Aug 22, 2025
ELV
ELEVANCE HEALTH INC
Type:
Buy
Date
Aug 21, 2025
VVV
VALVOLINE INC
Type:
Buy
Date
Aug 21, 2025
TS
TSM
TAIWAN SEMICONDUCTOR-SP AOR
Type:
Buy
Date
Aug 21, 2025
ADSK
AUTODESK INC
Type:
Buy
Date
Aug 21, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Aug 29, 2025
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Aug 21, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
Aug 19, 2025
NFLX
NETFLIX COM INC
Type:
Buy
Date
Aug 21, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Aug 21, 2025
CHTR
CHARTER COMMUNICATIONS INC-A
Type:
Buy
Date
Aug 21, 2025
SH
SHEL
SHELL, PLC-ADR
Type:
Buy
Date
Aug 6, 2025
LEN
LENNAR CORP-A
Type:
Buy
Date
Aug 21, 2025
VG
VGLT
VANGUARD LONG TERM TAX EXEMPT FUND
Type:
Buy
Date
Aug 1, 2025
DXCM
DEXCOM INC
Type:
Buy
Date
Aug 21, 2025
BKNG
BOOKING HLDGS INC
Type:
Buy
Date
Aug 21, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Aug 21, 2025
V
VISA INC-CL A SHRS
Type:
Buy
Date
Aug 21, 2025
FISV
FISERV INC
Type:
Buy
Date
Aug 15, 2025
BA
BAYRY
BAYER AG-SPONSORED ADR
Type:
Buy
Date
Aug 14, 2025
FISV
FISERV INC
Type:
Buy
Date
Aug 4, 2025
WDAY
WORKDAY tNC-CLASS A
Type:
Buy
Date
Aug 21, 2025
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Aug 20, 2025
ZI
ZION
Zions Bancorporation NA
Type:
Buy
Date
Aug 21, 2025
DXCM
OEXCOM INC
Type:
Buy
Date
Aug 4, 2025
CNM
CORE & MAIN INC COMCLA
Type:
Buy
Date
Aug 21, 2025
HSIC
Henry Schein, Inc.
Type:
Buy
Date
Aug 21, 2025
UTHR
UNITED THERAPEUTICS COR
Type:
Buy
Date
Aug 7, 2025
ATR
AptarGroup, Inc.
Type:
Buy
Date
Aug 21, 2025
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Aug 21, 2025
BA
BAYRY
BAYER AG-SPONSORED ADR
Type:
Buy
Date
Aug 21, 2025
DT
DYNATRACE INC
Type:
Buy
Date
Aug 21, 2025
ADSK
AUTODESK INC
Type:
Buy
Date
Aug 4, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Aug 21, 2025
INTC
INTEL CORP
Type:
Buy
Date
Aug 22, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Aug 27, 2025
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Aug 22, 2025
CVS
re} CVS HEALTH CORP
Type:
Buy
Date
Aug 22, 2025
HUM
HUMANA INC
Type:
Buy
Date
Aug 21, 2025
ASML
ASML HOLDING
Type:
Buy
Date
Aug 21, 2025
CMCSA
COMCAST CORP-CLASS A
Type:
Buy
Date
Aug 21, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Aug 21, 2025
COP
CONOCOPHILLIPS
Type:
Buy
Date
Aug 21, 2025
FISV
FISERV INC
Type:
Buy
Date
Aug 7, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Aug 21, 2025
ABT
ABBOTT LABS
Type:
Buy
Date
Aug 21, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Aug 21, 2025
NVT
nVent Electric
Type:
Buy
Date
Aug 7, 2025
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Aug 15, 2025
ANET
# "ARISTA NETWORKS INC REG
Type:
Buy
Date
Aug 20, 2025
TKR
TIMKEN CO COM
Type:
Buy
Date
Aug 29, 2025
FTNT
FORTINET INC
Type:
Buy
Date
Aug 8, 2025
NVDA
NVIDIA
Type:
Buy
Date
Aug 21, 2025
VO
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Aug 21, 2025
GOOGL
ALPHABET INC SHS CLA
Type:
Buy
Date
Aug 21, 2025
INTU
INTUITINC COM
Type:
Buy
Date
Aug 21, 2025
UNH
P UNITEDHEALTH GROUP INC
Type:
Buy
Date
Aug 21, 2025
LPLA
LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Aug 22, 2025
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Aug 22, 2025
MUR
MURPHY Olt CORP
Type:
Buy
Date
Aug 22, 2025
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Aug 22, 2025
EQT
ALEXANDRIA REAL EST EQT
Type:
Buy
Date
Aug 27, 2025
CACI
CACIINTL INC CLA
Type:
Buy
Date
Aug 22, 2025
ALLY
ALLY FINE INC
Type:
Buy
Date
Aug 22, 2025
UTHR
P UNITED THERAPEUTICS CORP
Type:
Buy
Date
Aug 22, 2025
TSN
P TYSON FOODS INC CLA
Type:
Buy
Date
Aug 22, 2025
COR
CENCORAINC
Type:
Buy
Date
Aug 22, 2025
CVX
CHEVRON CORP
Type:
Buy
Date
Aug 22, 2025
MRK
MERCK AND CO INC
Type:
Buy
Date
Aug 22, 2025
D
DOMINION ENERGY INC
Type:
Buy
Date
Aug 22, 2025
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Aug 22, 2025
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Aug 22, 2025
NFG
NAT FUEL GAS CO
Type:
Buy
Date
Aug 22, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 29, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Aug 15, 2025
T
AT&T INC b§
Type:
Buy
Date
Aug 22, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jul 11, 2025
PINS
PINTEREST INC REG SHS
Type:
Buy
Date
Jul 30, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Jul 18, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jul 23, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Jul 21, 2025
DHR
DANAHER CORP ~ Fp
Type:
Buy
Date
Jul 25, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jul 8, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Jul 25, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Jul 21, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Jul 23, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Jul 31, 2025
LS
LSEG
LONDON STOCK EXCHG-UNSP ADR
Type:
Buy
Date
Jul 7, 2025
DXCM
DEXCOM INC
Type:
Buy
Date
Jul 30, 2025
ABT
ABBOTT LABS
Type:
Buy
Date
Jul 31, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jul 1, 2025
GLIBK
GCI LIBERTY INC-CL C SPIN OFF FROM LIBERTY BROADBAND CORP
Type:
Buy
Date
Jul 15, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
Jul 7, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
Jul 2, 2025
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Jul 29, 2025
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Jul 8, 2025
WWD
WOODWARD INC
Type:
Buy
Date
Jul 29, 2025
META
META PLATFORMS INC
Type:
Buy
Date
Jul 11, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Jul 11, 2025
GOOGL
ALPHABET INCSHS CLA
Type:
Buy
Date
Jul 11, 2025
NV
NVO
NOVO NORDISK A S ADR
Type:
Buy
Date
Jul 30, 2025
VT
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Jul 7, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
Jul 24, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Jul 3, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Jul 24, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Jul 24, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Jul 3, 2025
NFG
NAT FUEL GAS CO.NJ $1 x
Type:
Buy
Date
Jul 3, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Jul 24, 2025
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Jul 3, 2025
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Jul 24, 2025
VT
VTI
Vanguard Total Stock Market Index Fund Institutional Shares
Type:
Buy
Date
Jul 1, 2025
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jul 1, 2025
DF
DFAE
OFA EMERGING MARKETS
Type:
Buy
Date
Jul 1, 2025
VT
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Jul 2, 2025
VT
VTI
Vanguard Index Fds Vanguard Total Stk Mkt ETF
Type:
Buy
Date
Jul 2, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Jun 6, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 9, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jun 20, 2025
AVGO
“SP BROADCOM INC
Type:
Buy
Date
Jun 9, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jun 26, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 23, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 13, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 12, 2025
LEN
LENNAR CORP-A
Type:
Buy
Date
Jun 26, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 26, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jun 30, 2025
VMC
VULCAN MATERIALS CO
Type:
Buy
Date
Jun 16, 2025
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Jun 6, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Jun 9, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Jun 6, 2025
HLT
HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Jun 16, 2025
SNPS
SYNOPSYS INC
Type:
Buy
Date
Jun 16, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Jun 12, 2025
LBRDB
LIBERTY BROADBAND-C
Type:
Buy
Date
Jun 16, 2025
META
sp META PLATFORMS INC-CLASS A
Type:
Buy
Date
Jun 16, 2025
SAFRF
SAFRAN SA
Type:
Buy
Date
Jun 16, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 16, 2025
GEV
GE VERNOVA LLC
Type:
Buy
Date
Jun 27, 2025
INTU
INTUIT INC COM
Type:
Buy
Date
Jun 16, 2025
PR
PRX
PROSUS NV
Type:
Buy
Date
Jun 2, 2025
CHTR
CHARTER COMMUNICATIONS INC-A
Type:
Buy
Date
Jun 16, 2025
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Jun 26, 2025
ABT
ABBOTT LABS
Type:
Buy
Date
Jun 16, 2025
SA
SAPSE
SAP SE
Type:
Buy
Date
Jun 16, 2025
MA
MASTERCARD INC
Type:
Buy
Date
Jun 16, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jun 16, 2025
SH
SHEL
SHELL PLC
Type:
Buy
Date
Jun 16, 2025
ABT
ABBOTT LABS
Type:
Buy
Date
Jun 27, 2025
FTNT
FORTINET INC
Type:
Buy
Date
Jun 16, 2025
MA
MASTERCARD INC
Type:
Buy
Date
Jun 27, 2025
GEV
GE VERNOVA LLC
Type:
Buy
Date
Jun 16, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jun 27, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Jun 27, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Jun 16, 2025
NV
NVO
NOVO NORDISKAS ADA
Type:
Buy
Date
Jun 27, 2025
ADSK
AUTODESK INC DEL PvS0.01
Type:
Buy
Date
Jun 27, 2025
CMCSA
COMCAST CORP-CLASS A
Type:
Buy
Date
Jun 16, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Jun 16, 2025
V
VISA INC CL A SHRS
Type:
Buy
Date
Jun 27, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Jun 16, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Jun 27, 2025
COP
ff CONOCOPHILLIPS
Type:
Buy
Date
Jun 16, 2025
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Jun 27, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Jun 16, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Jun 27, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jun 16, 2025
FTNT
FORTINET INC
Type:
Buy
Date
Jun 27, 2025
AVGO
P BROADCOM INC
Type:
Buy
Date
Jun 27, 2025
INTU
INTUIT INC COM
Type:
Buy
Date
Jun 27, 2025
NVDA
NVIDIA
Type:
Buy
Date
Jun 16, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Jun 27, 2025
META
META PLATFORMS INC
Type:
Buy
Date
Jun 27, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Jun 27, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jun 27, 2025
NVDA
NVIDIA
Type:
Buy
Date
Jun 27, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
Jun 16, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jun 20, 2025
CVX
CHEVRON CORP
Type:
Buy
Date
Jun 5, 2025
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Jun 27, 2025
MUR
MURPHY OIL CORP
Type:
Buy
Date
Jun 5, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Jun 27, 2025
LPLA
LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Jun 27, 2025
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 27, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
Jul 5, 2025
INTC
INTEL CORP
Type:
Buy
Date
Jul 5, 2025
MUR
MURPHY OIL CORP
Type:
Buy
Date
Jul 5, 2025
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jul 5, 2025
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Jul 5, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jul 5, 2025
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Jul 5, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
Jul 5, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Feb 5, 2025
DOW
DOW INC REG
Type:
Buy
Date
Jul 5, 2025
CVX
CHEVRON CORP
Type:
Buy
Date
Jul 5, 2025
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jul 5, 2025
IBM
(NTL BUSINESS MACHINES
Type:
Buy
Date
Jul 5, 2025
C
P CITIGROUP INC COM NEW
Type:
Buy
Date
Feb 5, 2025
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Jul 5, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
May 16, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
May 12, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
May 15, 2025
HUM
L HUMANA INC
Type:
Buy
Date
May 19, 2025
ZI
ZION
Zions Bancorporation NA
Type:
Buy
Date
May 1, 2025
WDAY
WORKDAY INC
Type:
Buy
Date
May 28, 2025
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
May 1, 2025
COF
CAPITAL ONE FINANCIAL CORP i
Type:
Buy
Date
May 28, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 21, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
May 19, 2025
UNH
f_ UNITEDHEALTH GROUP INC
Type:
Buy
Date
May 20, 2025
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
May 19, 2025
HUM
HUMANA INC
Type:
Buy
Date
May 28, 2025
V
VISA INC CL A SHRS
Type:
Buy
Date
May 15, 2025
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
May 19, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
May 12, 2025
KHC
KRAFT HEINZ. CO SHS
Type:
Buy
Date
May 19, 2025
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Apr 1, 2025
SSD
Simpson Manufacturing Co
Type:
Buy
Date
Apr 11, 2025
DXCM
DEXCOM INC
Type:
Buy
Date
Apr 8, 2025
COP
CONOCOPHILLIPS
Type:
Buy
Date
Apr 23, 2025
PTC
PTC INC
Type:
Buy
Date
Apr 1, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
Apr 10, 2025
GEV
GE VERNOVA LLC
Type:
Buy
Date
Apr 8, 2025
HUM
HUMANA INC
Type:
Buy
Date
Apr 10, 2025
NFLX
NETFLIX COM INC
Type:
Buy
Date
Apr 8, 2025
BJW
BJ's Wholesale Club Holdings
Type:
Buy
Date
Apr 2, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
Apr 7, 2025
COP
CONOCOPHILLIPS
Type:
Buy
Date
Apr 14, 2025
COP
CONOCOPHILLIPS
Type:
Buy
Date
Apr 15, 2025
GOOGL
ALPHABET INC
Type:
Buy
Date
Apr 11, 2025
MSA
MSA Safety Incorporated iE
Type:
Buy
Date
Apr 15, 2025
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Apr 28, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 24, 2025
FTNT
FORTINET INC
Type:
Buy
Date
Apr 8, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Apr 8, 2025
NVDA
NVIDIA
Type:
Buy
Date
Apr 8, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Apr 8, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Apr 8, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Apr 8, 2025
HAYW
Hayward Holdings, inc. I
Type:
Buy
Date
Apr 7, 2025
OMF
ONEMAIN HLDGS INCCOM
Type:
Buy
Date
Apr 4, 2025
ARW
Arrow Electronics, Inc.
Type:
Buy
Date
Apr 7, 2025
NSIT
Insight Enterprises, inc.
Type:
Buy
Date
Apr 4, 2025
LEN
LENNAR CORP
Type:
Buy
Date
Apr 1, 2025
AON
AON PLC
Type:
Buy
Date
Apr 2, 2025
AON
AON PLC
Type:
Buy
Date
Apr 14, 2025
SH
SHEL
SHELL PLC
Type:
Buy
Date
Apr 14, 2025
DF
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Apr 1, 2025
GOOGL
ALPHABET INC
Type:
Buy
Date
May 5, 2025
META
P META PLATFORMS INC
Type:
Buy
Date
Apr 11, 2025
SH
SHEL
P SHELL PLC
Type:
Buy
Date
Apr 23, 2025
AMZN
AMAZON.COM INC
Type:
Buy
Date
Apr 11, 2025
BJW
BJ's Wholesale Club Holdings
Type:
Buy
Date
Apr 14, 2025
G
GENPACT LTD
Type:
Buy
Date
Apr 14, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Apr 28, 2025
AJG
GALLAGHER ARTHUR J & CO
Type:
Buy
Date
Apr 8, 2025
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Apr 2, 2025
CACI
CACI INTL INC CLA
Type:
Buy
Date
Apr 10, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Apr 8, 2025
DOW
DOW INC REG
Type:
Buy
Date
Apr 10, 2025
CVS
CVS HEALTH CORP
Type:
Buy
Date
Apr 10, 2025
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Apr 2, 2025
NVT
nVent Electric
Type:
Buy
Date
Apr 4, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Mar 13, 2025
LEN
LENNAR CORP
Type:
Buy
Date
Mar 26, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Mar 18, 2025
WWD
WOODWARD INC J
Type:
Buy
Date
Apr 5, 2025
CHTR
CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Mar 19, 2025
AON
AON PLC
Type:
Buy
Date
Mar 26, 2025
AON
AON PLC
Type:
Buy
Date
Mar 19, 2025
VMC
VULCAN MATERIALS CO
Type:
Buy
Date
Mar 21, 2025
MLM
MARTIN MARIETTA MATERIALS
Type:
Buy
Date
Mar 17, 2025
EL
ESTEE LAUDER COMPANIES
Type:
Buy
Date
Mar 5, 2025
VVV
VALVOLINE INC 1of4
Type:
Buy
Date
Mar 10, 2025
EL
ESTEE LAUDER COMPANIES
Type:
Buy
Date
Apr 5, 2025
V
VISA INC
Type:
Buy
Date
Mar 12, 2025
V
VISA INC
Type:
Buy
Date
Mar 6, 2025
V
VISA INC
Type:
Buy
Date
Mar 11, 2025
V
VISA INC
Type:
Buy
Date
Mar 14, 2025
AON
AON PLC 2off
Type:
Buy
Date
Mar 11, 2025
TRS
TriMas Corp
Type:
Buy
Date
Mar 4, 2025
CACI
CACTI INTL INC CL A
Type:
Buy
Date
Mar 6, 2025
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Mar 4, 2025
T
AT&T INC
Type:
Buy
Date
Mar 4, 2025
NFG
oP NAT FUEL GAS CO Ni $1
Type:
Buy
Date
Mar 6, 2025
HLI
Houlihan Lokey Inc
Type:
Buy
Date
Jan 16, 2025
PR
PRX
PROSUS NV
Type:
Buy
Date
Jan 9, 2025
AAPL
APPLE INC
Type:
Buy
Date
Jan 21, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Jan 28, 2025
COP
? CONOCOPHILLIPS.
Type:
Buy
Date
Jan 9, 2025
ANET
ARISTANETWORKS INC REG
Type:
Buy
Date
Jan 30, 2025
NVDA
NVIDIA
Type:
Buy
Date
Jan 30, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jan 27, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jan 23, 2025
GPC
GENUINE PARTS CO
Type:
Buy
Date
Jan 13, 2025
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jan 13, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Jan 30, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jan 21, 2025
WTM
White Mountains Insurance Group Ltd EE D_v232025 ff 2/s/202s
Type:
Buy
Date
Jan 21, 2025
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Jan 23, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
Jan 9, 2025
GEV
GE VERNOVA INC
Type:
Buy
Date
Jan 31, 2025
SA
SAPSE
SAP SE
Type:
Buy
Date
Jan 30, 2025
HLT
HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Jan 9, 2025
SAFRF
SAFRAN SA
Type:
Buy
Date
Jan 9, 2025
META
META PLATFORMS INC
Type:
Buy
Date
Jan 9, 2025
WWD
WOODWARD INC
Type:
Buy
Date
Jan 9, 2025
TS
TSM
TAIWAN SEMICONDUCTOR it
Type:
Buy
Date
Jan 9, 2025
V
VISA INC
Type:
Buy
Date
Jan 9, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Jan 30, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jan 21, 2025
WTM
White Mountains Insurance Group Ltd EE D_v232025 ff 2/s/202s
Type:
Buy
Date
Jan 21, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Jan 9, 2025
CVX
CHEVRON CORP
Type:
Buy
Date
Jan 23, 2025
BA
BAYRY
BAYER AG
Type:
Buy
Date
Jan 9, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jan 9, 2025
CHTR
CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Jan 9, 2025
PA
PAPLC
PLC
Type:
Buy
Date
Jan 9, 2025
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jan 13, 2025
ELV
ELEVANCE HEALTH INC
Type:
Buy
Date
Jan 9, 2025
SA
SAPSE
SAP SE
Type:
Buy
Date
Jan 9, 2025
CMCSA
COMCAST CORP
Type:
Buy
Date
Jan 9, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Jan 9, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jan 23, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jan 27, 2025
NVDA
NVIDIA
Type:
Buy
Date
Jan 30, 2025
GPC
GENUINE PARTS CO
Type:
Buy
Date
Jan 13, 2025
ANET
ARISTANETWORKS INC REG
Type:
Buy
Date
Jan 30, 2025
COP
? CONOCOPHILLIPS.
Type:
Buy
Date
Jan 9, 2025
CNM
CORE & MAIN INC COMCLA
Type:
Buy
Date
Dec 20, 2024
HAYW
Hayward Holdings, Inc.
Type:
Buy
Date
Dec 19, 2024
VVV
VALVOLINE INC
Type:
Buy
Date
Dec 13, 2024
CMCSA
COMCAST CorP
Type:
Buy
Date
Dec 16, 2024
COP
CONOCOPHILLIPS
Type:
Buy
Date
Dec 24, 2024
NV
NVO
NOVO NORDISK AS ADR
Type:
Buy
Date
Dec 23, 2024
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Dec 11, 2024
FCFS
FirstCash Holdings
Type:
Buy
Date
Dec 12, 2024
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Dec 6, 2024
FISV
FISERV INC WISC PV 1CT iE f
Type:
Buy
Date
Dec 6, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Dec 12, 2024
HSIC
Henry Schein, inc.
Type:
Buy
Date
Dec 10, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Dec 20, 2024
DT
DYNATRACE INC REG SH
Type:
Buy
Date
Dec 6, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Dec 13, 2024
CVS
CVS HEALTH CORP
Type:
Buy
Date
Dec 13, 2024
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Dec 13, 2024
DF
DFAE
L DFAEMERGING MARKETS
Type:
Buy
Date
Dec 12, 2024
IE
VANGUARD LONG TERM TAX iE
Type:
Buy
Date
Dec 2, 2024
VT
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Dec 26, 2024
IBM
INTLBUSINESS MACHINES +
Type:
Buy
Date
Dec 13, 2024
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Dec 13, 2024
NFG
NATFUELGASCONSSI
Type:
Buy
Date
Dec 13, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Dec 24, 2024
AA
ALCOA CORP
Type:
Buy
Date
Dec 23, 2024
CTS
CTS CORP
Type:
Buy
Date
Dec 20, 2024
PRI
PRIMERICA INC
Type:
Buy
Date
Dec 20, 2024
TKR
TIMKEN CO COM
Type:
Buy
Date
Dec 20, 2024
ATR
AptarGroup, tnc.
Type:
Buy
Date
Dec 20, 2024
CSL
Carlisle Companies, Inc.
Type:
Buy
Date
Dec 20, 2024
ZI
ZION
Zions Bancorporation NA
Type:
Buy
Date
Dec 20, 2024
TRS
TriMas Corp
Type:
Buy
Date
Dec 20, 2024
AIT
Applied Industrial Technologies
Type:
Buy
Date
Dec 20, 2024
SKX
Skechers USA inc
Type:
Buy
Date
Dec 20, 2024
FCFS
FirstCash Holdings
Type:
Buy
Date
Dec 20, 2024
NVT
nVentElectric
Type:
Buy
Date
Dec 20, 2024
GTES
Gates Industrial Corp PLC
Type:
Buy
Date
Dec 20, 2024
ARW
Arrow Electronics, Inc.
Type:
Buy
Date
Dec 20, 2024
NSIT
insight Enterprises, Inc.
Type:
Buy
Date
Dec 20, 2024
VVV
VALVOLINE INC
Type:
Buy
Date
Dec 20, 2024
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Dec 20, 2024
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Dec 20, 2024
HSIC
Henry Schein, Inc.
Type:
Buy
Date
Dec 20, 2024
ARMK
ARAMARK COM
Type:
Buy
Date
Dec 20, 2024
PLXS
PLEXUS COR
Type:
Buy
Date
Dec 20, 2024
HLI
Houlihan Lokey inc
Type:
Buy
Date
Dec 20, 2024
G
GENPACT LTD
Type:
Buy
Date
Dec 20, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Dec 23, 2024
CHTR
CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Dec 24, 2024
CSL
Carlisle Companies, Inc.
Type:
Buy
Date
Dec 5, 2024
PLXS
PLEXUS CORP
Type:
Buy
Date
Dec 13, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Dec 24, 2024
AAPL
APPLE INC
Type:
Buy
Date
Dec 6, 2024
IPG
Interpublic Group of Companies Inc
Type:
Buy
Date
Dec 12, 2024
LPLA
° LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Dec 13, 2024
INTC
INTEL CORP
Type:
Buy
Date
Dec 13, 2024
MUR
MURPHY OIL CORP
Type:
Buy
Date
Dec 13, 2024
GPC
GENUINE PARTS CO
Type:
Buy
Date
Dec 13, 2024
ALLY
ALLY FINL INC
Type:
Buy
Date
Dec 13, 2024
FDX
FEDEX CORP DELAWARE COM —TT
Type:
Buy
Date
Dec 13, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Dec 13, 2024
DOW
DOW INC REG
Type:
Buy
Date
Dec 13, 2024
TPR
TAPESTRY INC
Type:
Buy
Date
Dec 13, 2024
LVS
f_LAS VEGAS SANDS CorP
Type:
Buy
Date
Dec 13, 2024
GPN
GLOBAL PMTS INC GEORGIA a
Type:
Buy
Date
Dec 13, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Dec 13, 2024
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Dec 13, 2024
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Dec 13, 2024
COR
CENCORA INC
Type:
Buy
Date
Dec 13, 2024
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Dec 13, 2024
CVX
CHEVRON CORP
Type:
Buy
Date
Dec 13, 2024
ST
ST
P SENSATA TECHNOLOGIES
Type:
Buy
Date
Dec 13, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Dec 13, 2024
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Dec 13, 2024
NFG
NAT FUEL GAS CO NY $2
Type:
Buy
Date
Dec 13, 2024
T
AT&T INC
Type:
Buy
Date
Dec 13, 2024
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Dec 13, 2024
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Dec 13, 2024
PC
PCEQV
EQV
Type:
Buy
Date
Dec 12, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Dec 16, 2024
DCI
Donaldson Company, inc.
Type:
Buy
Date
Dec 11, 2024
NV
NVO
pC NOVO NORDISK AS ADR
Type:
Buy
Date
Dec 23, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Dec 6, 2024
DT
pC DYNATRACE INC REG SHS
Type:
Buy
Date
Dec 6, 2024
ATR
AptarGroup, Inc.
Type:
Buy
Date
Dec 20, 2024
ZI
ZION
Zions Bancorporation NA.
Type:
Buy
Date
Dec 20, 2024
AIT
Applied industrial Technologies
Type:
Buy
Date
Dec 20, 2024
SKX
Skechers USA Inc
Type:
Buy
Date
Dec 20, 2024
VVV
DE VALVOLINE INC
Type:
Buy
Date
Dec 20, 2024
BJ
BJ's Wholesale Club Holdings
Type:
Buy
Date
Dec 20, 2024
PLXS
PLEXUS CORP
Type:
Buy
Date
Dec 20, 2024
HLI
Houlihan Lokey Inc
Type:
Buy
Date
Dec 20, 2024
CSL
Carlisle Companies, Inc. t
Type:
Buy
Date
Dec 5, 2024
OXY
OCCIDENTAL PETROLEUM CORP j
Type:
Buy
Date
Dec 24, 2024
IPG
Interpublic Group of Companies Inc l x!
Type:
Buy
Date
Dec 12, 2024
MUR
pC MURPHY OIL CORP
Type:
Buy
Date
Dec 13, 2024
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Dec 13, 2024
TPR
TAPESTRY ING
Type:
Buy
Date
Dec 13, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Dec 13, 2024
UTHR
UNITED THERAPEUTICS CORP , I
Type:
Buy
Date
Dec 13, 2024
DF
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Dec 12, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Dec 2, 2024
ABT
ABBOTT LABS
Type:
Buy
Date
Nov 4, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
Nov 19, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Nov 19, 2024
HUM
HUMANA INC
Type:
Buy
Date
Nov 19, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Nov 19, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Nov 19, 2024
AIT
Applied Industrial Technologies
Type:
Buy
Date
Nov 22, 2024
AMZN
AMAZON COMINC COM
Type:
Buy
Date
Nov 19, 2024
COP
CONOCOPHILLIPS
Type:
Buy
Date
Nov 19, 2024
ASML
ASML HLDG NV NY REG SHS.
Type:
Buy
Date
Nov 4, 2024
FTNT
FORTINET INC
Type:
Buy
Date
Nov 19, 2024
CHTR
CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Nov 19, 2024
NVDA
NVIDIA
Type:
Buy
Date
Nov 19, 2024
VO
VOO
VANGUARD INDEX FUNDS S&P S00 ETF
Type:
Buy
Date
Nov 18, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Nov 6, 2024
GPC
GENUINE PARTS CO
Type:
Buy
Date
Nov 19, 2024
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Nov 19, 2024
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Nov 6, 2024
LPLA
LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Nov 20, 2024
MUR
MURPHY OIL CORP
Type:
Buy
Date
Nov 20, 2024
ALLY
ALLY FINL INC
Type:
Buy
Date
Nov 20, 2024
INTC
INTEL CORP
Type:
Buy
Date
Nov 20, 2024
COR
CENCORA INC
Type:
Buy
Date
Nov 19, 2024
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Nov 20, 2024
TPR
TAPESTRY INC
Type:
Buy
Date
Nov 20, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Nov 20, 2024
DOW
DOW INC REG
Type:
Buy
Date
Nov 20, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Nov 20, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Nov 20, 2024
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Nov 20, 2024
COR
CENCORA INC
Type:
Buy
Date
Nov 20, 2024
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Nov 20, 2024
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Nov 20, 2024
CVX
CHEVRON CORP
Type:
Buy
Date
Nov 20, 2024
TSN
TYSON FOODS INCCLA
Type:
Buy
Date
Nov 20, 2024
T
AT&T INC
Type:
Buy
Date
Nov 20, 2024
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Nov 20, 2024
EQH
P EQUITABLE HOLDINGS INC
Type:
Buy
Date
Nov 20, 2024
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Nov 19, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Nov 1, 2024
EQ
EQVX
EQV
Type:
Buy
Date
Nov 13, 2024
ARW
Arrow Electronics, tnc.
Type:
Buy
Date
Nov 22, 2024
DT
DYNATRACE INC REG SHS K
Type:
Buy
Date
Nov 8, 2024
V
VISA INC
Type:
Buy
Date
Nov 19, 2024
AA
pC ALCOA CORP
Type:
Buy
Date
Nov 19, 2024
WWD
pC WOODWARD INC
Type:
Buy
Date
Nov 19, 2024
UBER
MR OC HF UBER TECHNOLOGIES [NC Si
Type:
Buy
Date
Nov 19, 2024
OXY
MB DC RR J OCCIDENTAL PETROLEUM CORP SI
Type:
Buy
Date
Nov 19, 2024
FISV
ME OC Bf FISERV SNC WESC PV,
Type:
Buy
Date
Nov 19, 2024
UNH
HE OC BN J RUNITEDHEALTH GROUP. (NC SRD
Type:
Buy
Date
Nov 19, 2024
WDAY
HE OC BR WORKDAY, (NC
Type:
Buy
Date
Nov 15, 2024
COP
pC CONOCOPHILLIPS
Type:
Buy
Date
Nov 19, 2024
GOOGL
ALPHABET INCSHS CLA
Type:
Buy
Date
Nov 19, 2024
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Nov 19, 2024
MSFT
pC + MICROSOFT CORP
Type:
Buy
Date
Nov 19, 2024
VO
VOO
I VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Nov 18, 2024
UTHR
pC UNITED THERAPEUTICS CORP
Type:
Buy
Date
Nov 6, 2024
COR
Dt CENCORA INC
Type:
Buy
Date
Nov 20, 2024
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Nov 20, 2024
NFG
NAT FUEL GAS CO Ni $1
Type:
Buy
Date
Nov 20, 2024
ALL
ALLSTATE CORP OEL COM
Type:
Buy
Date
Nov 20, 2024
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Nov 20, 2024
PR
PRX
“sp PROSUS NV
Type:
Buy
Date
Nov 19, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Nov 19, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Nov 19, 2024
AER
AERCAP HOLDINGS
Type:
Buy
Date
Nov 19, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Nov 19, 2024
ELV
ELEVANCE HEALTH INC
Type:
Buy
Date
Nov 19, 2024
SA
SAPSE
SAP SE
Type:
Buy
Date
Nov 19, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Nov 1, 2024
AAPL
APPLE INC
Type:
Buy
Date
Nov 8, 2024
MA
MASTERCARD INC
Type:
Buy
Date
Nov 19, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Nov 19, 2024
AA
ALCOA CORP
Type:
Buy
Date
Nov 19, 2024
COF
CAPITAL ONE FINANCIAL CORP
Type:
Buy
Date
Nov 19, 2024
TS
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Nov 19, 2024
ABT
ABBOTT LABS
Type:
Buy
Date
Nov 19, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Nov 19, 2024
AAPL
APPLE INC
Type:
Buy
Date
Nov 12, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Nov 19, 2024
TRS
TriMas Corp
Type:
Buy
Date
Nov 7, 2024
INTU
INTUITINC COM
Type:
Buy
Date
Nov 19, 2024
SNPS
SYNOPSYS INC
Type:
Buy
Date
Nov 19, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Nov 6, 2024
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Nov 19, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Nov 12, 2024
SAFRF
SAFRAN SA
Type:
Buy
Date
Nov 19, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Nov 19, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Nov 19, 2024
HLT
HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Nov 19, 2024
AAPL
pC APPLE INC
Type:
Buy
Date
Nov 12, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Nov 27, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Nov 18, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Nov 22, 2024
GEV
GE VERNOVA LLC
Type:
Buy
Date
Nov 19, 2024
BA
BAYRY
BAYER AG
Type:
Buy
Date
Nov 19, 2024
NV
NVO
T NOVO NORDISK AS ADR
Type:
Buy
Date
Nov 19, 2024
VO
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Nov 19, 2024
AON
AON PLC
Type:
Buy
Date
Nov 19, 2024
SH
SHEL
SHELL PLC
Type:
Buy
Date
Nov 19, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Nov 18, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Nov 19, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Nov 19, 2024
GOOGL
ALPHABET INC
Type:
Buy
Date
Nov 19, 2024
AAPL
APPLE INC
Type:
Buy
Date
Nov 19, 2024
DT
DYNATRACE INC REG SHS iE
Type:
Buy
Date
Nov 8, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Nov 1, 2024
FTNT
FORTINET INC
Type:
Buy
Date
Nov 12, 2024
ARMK
ARAMARK COM
Type:
Buy
Date
Nov 14, 2024
LBRDA
LIBERTY BROADBAND
Type:
Buy
Date
Nov 8, 2024
ARW
Arrow Electronics, inc.
Type:
Buy
Date
Nov 22, 2024
NV
NVO
NOVO NORDISK AS ADR
Type:
Buy
Date
Oct 31, 2024
VT
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Oct 1, 2024
DF
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Oct 1, 2024
LS
LSEG
LONDON STOCK EXCHG
Type:
Buy
Date
Oct 22, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Oct 25, 2024
COP
CONOCOPHILLIPS
Type:
Buy
Date
Oct 24, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Oct 3, 2024
FCFS
FirstCash Holdings
Type:
Buy
Date
Oct 30, 2024
NV
NVO
NOVO NORDISK A S ADR
Type:
Buy
Date
Oct 31, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Oct 25, 2024
FTNT
FORTINET INC
Type:
Buy
Date
Oct 25, 2024
ASML
ASML HLOG NV NY REG SHS
Type:
Buy
Date
Oct 25, 2024
AIT
Applied Industrial Technologies
Type:
Buy
Date
Oct 28, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Oct 30, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Oct 3, 2024
V
VISA INC CL A SHRS
Type:
Buy
Date
Oct 25, 2024
INTU
INTUIT INC
Type:
Buy
Date
Oct 25, 2024
CSL
Carlisle Companies, inc. X%
Type:
Buy
Date
Oct 10, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Oct 24, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Oct 31, 2024
COR
CENCORA INC
Type:
Buy
Date
Oct 9, 2024
MRK
MERCK AND CO INC
Type:
Buy
Date
Oct 9, 2024
IBM
INTL BUSINESS MACHINE
Type:
Buy
Date
Oct 28, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Oct 1, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Oct 25, 2024
CDNS
CADENCE DESIGN SYS INC ®
Type:
Buy
Date
Oct 30, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Oct 25, 2024
ASML
ASML HLOG NV NY REG SHS
Type:
Buy
Date
Oct 30, 2024
AIT
Applied Industrial Technologies %
Type:
Buy
Date
Oct 28, 2024
GEV
GE VERNOVA INE K 10/3/2t124
Type:
Buy
Date
Nov 5, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Oct 9, 2024
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Oct 28, 2024
HWM
pC HOWMET AEROSPACE INC
Type:
Buy
Date
Sep 16, 2024
ARMK
ARAMARK COM
Type:
Buy
Date
Sep 20, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Sep 3, 2024
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Sep 19, 2024
CVX
CHEVRON CORP
Type:
Buy
Date
Sep 30, 2024
ARMK
ARAMARKCOM
Type:
Buy
Date
Sep 20, 2024
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Sep 16, 2024
GEV
GE VERNOVA LLC
Type:
Buy
Date
Sep 16, 2024
VG
VGLT
VANGUARD LONG TERM TA
Type:
Buy
Date
Sep 3, 2024
AIG
=. AMERICAN INTERNATIONAL
Type:
Buy
Date
Sep 19, 2024
MUR
MURPHY OIL CORP
Type:
Buy
Date
Sep 30, 2024
GEV
pC GE VERNOVA INC
Type:
Buy
Date
Sep 25, 2024
CNM
CORE & MAIN INC COMCL A
Type:
Buy
Date
Sep 10, 2024
WDAY
pC WORKDAY INC
Type:
Buy
Date
Sep 13, 2024
MUR
MURPHY Oil CORP
Type:
Buy
Date
Sep 30, 2024
INTC
INTEL CORP
Type:
Buy
Date
Sep 19, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Sep 23, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Sep 13, 2024
CNM
CORE & MAIN INC COMCLA
Type:
Buy
Date
Sep 10, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Sep 25, 2024
BJ
BJ's Wholesale Club Holdings
Type:
Buy
Date
Sep 6, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Sep 19, 2024
ATKR
ATKORE INC COM
Type:
Buy
Date
Sep 5, 2024
PRI
PRIMERICA INC
Type:
Buy
Date
Aug 26, 2024
SA
SAPSE
SAP SE
Type:
Buy
Date
Aug 26, 2024
CHTR
# CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Aug 26, 2024
UE
UERIC
ric
Type:
Buy
Date
Aug 26, 2024
VO
VOO
VANGUARD INDEX FUNDS S&P 500 €1F
Type:
Buy
Date
Aug 26, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Aug 16, 2024
LPLA
# LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Jun 16, 2024
CVS
Fi CVS HEALTH CORP
Type:
Buy
Date
Aug 12, 2024
DOW
DOW INC REG
Type:
Buy
Date
Aug 19, 2024
DLTR
? DOLLAR TREE INC
Type:
Buy
Date
Aug 19, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Aug 2, 2024
MUR
MURPHY CIL CORP
Type:
Buy
Date
Aug 9, 2024
CVX
P CHEVRON CORP
Type:
Buy
Date
Aug 19, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Mar 20, 2024
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Aug 2, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Aug 19, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Aug 16, 2024
SF
STIFEL FINANCIAL CORP IE
Type:
Buy
Date
Aug 6, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Aug 1, 2024
LS
LSEG
LONDON STOCK EXCHG
Type:
Buy
Date
Aug 21, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Sep 8, 2024
ON
ONXTF
x! Tf
Type:
Buy
Date
Aug 2, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Aug 9, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Mar 9, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Mar 9, 2024
GTES
Gates industrial Corp PLC *
Type:
Buy
Date
Aug 26, 2024
ATR
GC AptarGroup, inc.
Type:
Buy
Date
Aug 26, 2024
ARW
Arrow Blectronics, inc,
Type:
Buy
Date
Aug 26, 2024
GOOGL
ALPHABET INC
Type:
Buy
Date
Aug 26, 2024
MA
MASTERCARD INC
Type:
Buy
Date
Aug 26, 2024
TN
TNE
tne.
Type:
Buy
Date
Aug 26, 2024
FTNT
FORTINET INC _— " Ix ts262004
Type:
Buy
Date
Sep 5, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Aug 26, 2024
ADSK
AUTODESK INC DEL PVS0.01
Type:
Buy
Date
May 26, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Aug 26, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Aug 26, 2024
NBIX
NEUROCRINE BIOSCNCE INC
Type:
Buy
Date
Aug 26, 2024
TKR
TIMKEN CO COM
Type:
Buy
Date
Sep 5, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
Aug 26, 2024
ASML
ASML HUDG NV NY REG SHs
Type:
Buy
Date
Aug 26, 2024
NV
NVO
NOVO NORDISK AS ADR
Type:
Buy
Date
Aug 26, 2024
INTU
INTUIT INC
Type:
Buy
Date
Aug 26, 2024
ENTG
ENTEGRIS INC MINNESOTA
Type:
Buy
Date
Mar 9, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Aug 26, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Aug 26, 2024
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Aug 26, 2024
GOOGL
ALPHABET INC SHS
Type:
Buy
Date
Mar 26, 2024
AAPL
APPLE INE
Type:
Buy
Date
Mar 26, 2024
SCHW
SCHWAB CHARLES CORP NEW
Type:
Buy
Date
Aug 9, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Aug 26, 2024
NVDA
NVIDIA
Type:
Buy
Date
Aug 26, 2024
META
META PLATFORMS (NC
Type:
Buy
Date
Aug 26, 2024
V
VISA INC
Type:
Buy
Date
Sep 5, 2024
ATKR
Atkore inccom
Type:
Buy
Date
Aug 23, 2024
AA
ALCOA CORP
Type:
Buy
Date
Aug 26, 2024
ENTG
ENTEGRIS INC MINNESOTA
Type:
Buy
Date
Aug 3, 2024
BA
BAYRY
BAYER AG
Type:
Buy
Date
Aug 26, 2024
EHTH
pC BLEVANCE HEALTH INC
Type:
Buy
Date
Feb 26, 2024
SA
SAP
VANGUARD INDEX FUNDS SAP 500 ETF
Type:
Buy
Date
Aug 26, 2024
SH
SHEL
De SHELL PLe
Type:
Buy
Date
Aug 26, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Aug 20, 2024
SF
STIFEL INANGIAL CORP %
Type:
Buy
Date
Aug 20, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Aug 25, 2024
SA
SAP
wussouni st sap pus % 08-19.2024
Type:
Buy
Date
Sep 5, 2024
LS
LSEG
LONDON STOCK EXCHG
Type:
Buy
Date
Aug 2, 2024
META
METAPLATFORMS INC
Type:
Buy
Date
Mar 2, 2024
SNPS
synopsys mc Tx 0809-2004
Type:
Buy
Date
Sep 3, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Mar 8, 2024
NV
NVO
NOVONORDISKASADA
Type:
Buy
Date
Aug 9, 2024
CDNS
CADENCE DESIGN SvS INC
Type:
Buy
Date
Aug 5, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Aug 23, 2024
WTM
White Mountains insurance Group Lid
Type:
Buy
Date
Sep 5, 2024
GTES
Gates industria! Corp PLC
Type:
Buy
Date
Sep 3, 2024
GOOGL
ALPHABET IN L
Type:
Buy
Date
Aug 26, 2024
NVT
nVent Electsic
Type:
Buy
Date
Aug 26, 2024
CNM
CORE & MAIN INC
Type:
Buy
Date
Aug 26, 2024
DCI
Donaldson Company, inc.
Type:
Buy
Date
Aug 26, 2024
MSFT
MICROSOFT COAP
Type:
Buy
Date
Aug 26, 2024
SKX
Skechers USA ing ™ —
Type:
Buy
Date
Aug 26, 2024
NSIT
Insight Enterprises, inc.
Type:
Buy
Date
Aug 26, 2024
PR
PRX
PROSUS NV L
Type:
Buy
Date
Aug 27, 2024
MA
MASTERCARD INC
Type:
Buy
Date
Mar 26, 2024
FTNT
= FORTINET INC
Type:
Buy
Date
Aug 26, 2024
ADSK
AUTODESK INC DEL PV
Type:
Buy
Date
Mar 26, 2024
INTU
INTURT INC
Type:
Buy
Date
Aug 26, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Sep 5, 2024
HLT
JL_ HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Aug 26, 2024
ENTG
ENTEGRIS INC MINNESOTA
Type:
Buy
Date
Feb 9, 2024
SAFRF
SAFRANSA
Type:
Buy
Date
Sep 5, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Aug 25, 2024
AMZN
P____ AMAZON COMINC COM
Type:
Buy
Date
Mar 26, 2024
SCHW
SCHWAS CHARLES CORP NEW
Type:
Buy
Date
Aug 2, 2024
WFC
WELLS FARGOACO
Type:
Buy
Date
Sep 3, 2024
SCHW
SCHWAB CHARLES CORP NEW
Type:
Buy
Date
Aug 27, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Mar 26, 2024
AER
P AERCAP HOLDINGS
Type:
Buy
Date
Aug 26, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Aug 26, 2024
CSL
carlisle Companies, Inc.
Type:
Buy
Date
Mar 26, 2024
ENTG
‘ENTEGRIS INC MINNESOTA
Type:
Buy
Date
Aug 2, 2024
COF
SP____ CAPITAL ONE FINANCIAL CORP
Type:
Buy
Date
Aug 26, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jul 25, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jul 15, 2024
GOOGL
ALPHABET INC
Type:
Buy
Date
Jul 15, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jul 18, 2024
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Jul 29, 2024
VT
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Jul 2, 2024
WBD
WARNER BROS DISCOVERY
Type:
Buy
Date
Jul 2, 2024
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jul 2, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jul 15, 2024
TS
TSM
TAIWAN SEMICONDUCTOR-SP ADR
Type:
Buy
Date
Jul 15, 2024
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Jul 2, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Jul 2, 2024
COP
CONOCOPHILLIPS
Type:
Buy
Date
Jul 18, 2024
DF
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Jul 1, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Jul 19, 2024
V
VISA INC
Type:
Buy
Date
Jul 25, 2024
DF
DFAE
DFA EMERGING MARKETS.
Type:
Buy
Date
Jul 1, 2024
ST
ST
f_ SENSATA TECHNOLOGIES
Type:
Buy
Date
Jul 2, 2024
GS
Dt GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jul 25, 2024
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Jun 3, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
Jun 20, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Jun 20, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Jun 4, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Jun 10, 2024
INTU
INTUIT INC COM
Type:
Buy
Date
Jun 10, 2024
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 20, 2024
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 13, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 21, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 20, 2024
VSH
VISHAY INTERTECHNEGY
Type:
Buy
Date
Jun 14, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 17, 2024
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 14, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Jun 5, 2024
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jun 5, 2024
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 5, 2024
MUR
MURPHY OJL CORP
Type:
Buy
Date
Jun 5, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 24, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 14, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 20, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 13, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 21, 2024
AAPL
APPLE INC
Type:
Buy
Date
Jun 20, 2024
MNST
pC MONSTER BEVERAGE SHS
Type:
Buy
Date
Jun 21, 2024
BA
BAYRY
pC BAYER AG-SPONSORED ADR
Type:
Buy
Date
Jun 6, 2024
AA
ALCOA CORP
Type:
Buy
Date
Jun 5, 2024
META
pC META PLATFORMS iNC
Type:
Buy
Date
Jun 28, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Jun 6, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Jun 11, 2024
AON
AON PLC-CLASS A
Type:
Buy
Date
Jun 6, 2024
BA
BAYRY
BAYER AG-SPONSORED ADR
Type:
Buy
Date
Jun 6, 2024
MNST
MONSTER BEVERAGE SHS
Type:
Buy
Date
Jun 21, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Jun 28, 2024
AAPL
APPLE INC
Type:
Buy
Date
Jun 26, 2024
AAPL
APPLE INC
Type:
Buy
Date
Jun 10, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jun 3, 2024
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Jun 25, 2024
META
META PLATFORMS iNC-CLASS A
Type:
Buy
Date
Jun 3, 2024
FISV
FISERV INC WISC PV ICT
Type:
Buy
Date
Jun 10, 2024
ST
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 23, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 14, 2024
ST
ST
pC SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 5, 2024
MUR
pC MURPHY OIL CORP
Type:
Buy
Date
Jun 5, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 24, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Jun 4, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
Jun 10, 2024
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Jun 11, 2024
NVDA
NVIDIA
Type:
Buy
Date
Jun 10, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Jun 20, 2024
NVDA
NVIDIA
Type:
Buy
Date
Jun 21, 2024
AA
ALCOA CORP
Type:
Buy
Date
Jun 27, 2024
WTM
White Mountains insurance Group Ltd
Type:
Buy
Date
Jul 5, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jun 3, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jun 11, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Jun 20, 2024
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Jun 20, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jun 3, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Jun 4, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 22, 2024
AAPL
APPLE INC
Type:
Buy
Date
May 9, 2024
AAPL
APPLE INC
Type:
Buy
Date
May 10, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
May 29, 2024
AAPL
APPLE INC
Type:
Buy
Date
May 29, 2024
HUM
HUMANA INC
Type:
Buy
Date
Jun 5, 2024
HUM
HUMANA INC
Type:
Buy
Date
May 14, 2024
AA
ALCOA CORP
Type:
Buy
Date
May 16, 2024
NV
NVO
NOVO NORDISK A S ADR
Type:
Buy
Date
May 6, 2024
AON
AON PLC
Type:
Buy
Date
May 24, 2024
PR
PRX
PROSUS NV
Type:
Buy
Date
May 22, 2024
BA
BAYRY
BAYER AG
Type:
Buy
Date
May 2, 2024
HUM
HUMANA INC
Type:
Buy
Date
May 2, 2024
NV
NVO
NOVO NORDISK A$ ADR
Type:
Buy
Date
May 28, 2024
NV
NVO
NOVO NORDISK A $ ADR
Type:
Buy
Date
May 29, 2024
AON
AON PLC
Type:
Buy
Date
May 20, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
May 30, 2024
AON
AON PLC
Type:
Buy
Date
May 6, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
May 28, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
May 13, 2024
AAPL
APPLE INC
Type:
Buy
Date
May 17, 2024
GOOGL
ALPHABET INCSHS CLA
Type:
Buy
Date
May 29, 2024
G
GENPACT LTD
Type:
Buy
Date
May 31, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
May 31, 2024
NVDA
NVIDIA
Type:
Buy
Date
May 29, 2024
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
May 13, 2024
ADP
AUTOMATIC DATA PROC
Type:
Buy
Date
May 9, 2024
ADP
AUTOMATIC DATA PROC
Type:
Buy
Date
May 10, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
May 17, 2024
SCHW
SCHWAB CHARLES CORP NEW
Type:
Buy
Date
May 28, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
May 9, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
May 10, 2024
V
VISA INC CL A SHRS
Type:
Buy
Date
May 9, 2024
ITT
ITT inc
Type:
Buy
Date
Jun 5, 2024
PAYC
PAYCOM SOFTWARE INC
Type:
Buy
Date
May 6, 2024
ITT
ITT Ine
Type:
Buy
Date
May 13, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 10, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 22, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jun 5, 2024
NVT
nVent Electric
Type:
Buy
Date
May 8, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 17, 2024
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
May 14, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 28, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 14, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 31, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 24, 2024
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
May 3, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 13, 2024
INTC
INTEL CORP
Type:
Buy
Date
May 20, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 14, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
May 3, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
May 10, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 22, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 23, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 21, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 24, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 20, 2024
VSH
P VISHAY INTERTECHNLGY %
Type:
Buy
Date
May 13, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 20, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 24, 2024
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
May 10, 2024
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
May 20, 2024
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
May 3, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 15, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 20, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
May 1, 2024
HUM
HUMANA INC
Type:
Buy
Date
May 22, 2024
NV
NVO
NOVO NORDISK A SADR
Type:
Buy
Date
May 28, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
May 17, 2024
NV
NVO
NOVO NORDISK AS ADR
Type:
Buy
Date
May 29, 2024
AON
AON PLC
Type:
Buy
Date
May 10, 2024
AAPL
pC APPLE INC
Type:
Buy
Date
May 17, 2024
ATKR
ATKORE INC COM
Type:
Buy
Date
May 13, 2024
WDAY
pC WORKDAY INC
Type:
Buy
Date
May 31, 2024
GS
GOLOMAN SACHS GROUP INC
Type:
Buy
Date
May 24, 2024
GS
GOLOMAN SACHS GROUP INC
Type:
Buy
Date
May 31, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 22, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 17, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 21, 2024
ITT
ITT Inc
Type:
Buy
Date
May 16, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
May 9, 2024
ITT
ITT Inc
Type:
Buy
Date
May 13, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
May 10, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
May 6, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
May 3, 2024
BA
BAYRY
BAYER AG
Type:
Buy
Date
May 20, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Apr 3, 2024
TPR
TAPESTRY INC
Type:
Buy
Date
Apr 3, 2024
KHC
De KRAFT HEINZ CO SHS
Type:
Buy
Date
Apr 22, 2024
WFC
De WELLS FARGO & CO %
Type:
Buy
Date
Apr 22, 2024
VO
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Apr 10, 2024
VT
VTI
De Vanguard Total Stock Market ETF
Type:
Buy
Date
Apr 10, 2024
GOOGL
pC ALPHABET INC-CL C
Type:
Buy
Date
Apr 29, 2024
DF
DFAE
De DFA EMERGING MARKETS
Type:
Buy
Date
Apr 1, 2024
NV
NVO
Ld NOVO NORDISK AS ADR
Type:
Buy
Date
Apr 23, 2024
NV
NVO
NOVO NORDISK A S ADR
Type:
Buy
Date
Apr 24, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Apr 12, 2024
AA
P ALCOA CORP
Type:
Buy
Date
Apr 30, 2024
AA
ALCOA. CORP
Type:
Buy
Date
Apr 19, 2024
BA
BAYRY
BAYER AG
Type:
Buy
Date
Apr 18, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Apr 9, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Apr 22, 2024
PR
PRX
PROSUS NV
Type:
Buy
Date
Apr 15, 2024
WWD
P WOODWARD INC
Type:
Buy
Date
Apr 30, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 10, 2024
HUM
EF HUMANA INC
Type:
Buy
Date
May 6, 2024
SA
SAPSE
SAP SE
Type:
Buy
Date
Apr 29, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 22, 2024
HUM
HUMANA ING
Type:
Buy
Date
Apr 29, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Apr 30, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 29, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 11, 2024
HUM
HUMANA INC
Type:
Buy
Date
Apr 19, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Apr 30, 2024
HUM
HUMANA INC
Type:
Buy
Date
Apr 10, 2024
FCFS
Firstcash Holdings
Type:
Buy
Date
Apr 30, 2024
BJ
BJ's Wholesale Club Holdings
Type:
Buy
Date
Apr 22, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 23, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 22, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 12, 2024
ITT
ITT inc
Type:
Buy
Date
Apr 24, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 25, 2024
GOOGL
ALPHABET INC-CLC
Type:
Buy
Date
Apr 29, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 2, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Apr 2, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 24, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 18, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Apr 12, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 9, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Apr 30, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Apr 12, 2024
ADSK
AUTODESK INC DEL PVS0.01
Type:
Buy
Date
Apr 12, 2024
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Apr 12, 2024
GE
GE.AEROSPACE
Type:
Buy
Date
Apr 15, 2024
ITT
ITT tne
Type:
Buy
Date
Apr 24, 2024
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Apr 30, 2024
FCFS
FirstCash Holdings
Type:
Buy
Date
Apr 26, 2024
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Apr 24, 2024
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Apr 23, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Apr 3, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Apr 22, 2024
ALLY
ALLY FINL INC
Type:
Buy
Date
Apr 3, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Apr 22, 2024
VO
VOO
VANGUAAD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Apr 10, 2024
VT
VTI
Vanguard Total Stock Market ETF
Type:
Buy
Date
Apr 10, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Apr 1, 2024
DF
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Apr 1, 2024
DF
DFAE
DFA EMERGING MARKETS CORE EQUITY
Type:
Buy
Date
Apr 9, 2024
HL
HLMIX
Harding Loevner International Eq Inst!
Type:
Buy
Date
Apr 9, 2024
NV
NVO
NOVO NORDISK AS ADR
Type:
Buy
Date
Apr 24, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 15, 2024
META
pC META PLATFORMS INC
Type:
Buy
Date
Apr 12, 2024
AA
Be ALCOA CORP
Type:
Buy
Date
Apr 19, 2024
BA
BAYRY
fixe BAYER AG
Type:
Buy
Date
Apr 18, 2024
GEV
GE VERNOVA iNC
Type:
Buy
Date
Apr 22, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Apr 16, 2024
UNH
UNITEDHEALTH GROUP ING
Type:
Buy
Date
Apr 10, 2024
HUM
HUMANA ING
Type:
Buy
Date
Apr 24, 2024
HUM
HUMANA INC
Type:
Buy
Date
Apr 29, 2024
UNH
UNITEOHEALTH GROUP INC
Type:
Buy
Date
Apr 11, 2024
HUM
pC HUMANA INC
Type:
Buy
Date
Apr 19, 2024
HUM
pC HUMANA INC
Type:
Buy
Date
Apr 10, 2024
MSFT
De MICROSOFT CORP
Type:
Buy
Date
Apr 12, 2024
SH
SHEL
SHELL PLC
Type:
Buy
Date
Mar 20, 2024
SH
SHEL
pC SHELL PLC
Type:
Buy
Date
Apr 6, 2024
UNH
UNITEDHEALTH GROUP ING
Type:
Buy
Date
Apr 8, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 8, 2024
JPM
JP MORGAN CHASE BANK - USD %
Type:
Buy
Date
Mar 7, 2024
IBM
J _INTL BUSINESS MACHINES
Type:
Buy
Date
Mar 5, 2024
JPM
JP MORGAN CHASE BANK - USD
Type:
Buy
Date
Mar 21, 2024
JPM
JP MORGAN CHASE BANK - USD
Type:
Buy
Date
Mar 7, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 5, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Mar 11, 2024
ATKR
ATKORE INC COM
Type:
Buy
Date
Mar 15, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 22, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 28, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Mar 26, 2024
EPAM
“EPAM SYSTEMS INC SHS
Type:
Buy
Date
Mar 28, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Mar 11, 2024
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
Mar 20, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Mar 14, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Mar 4, 2024
SAFRF
SAFRAN SA
Type:
Buy
Date
Feb 25, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Mar 22, 2024
CSL
Carlisle Companies, inc.
Type:
Buy
Date
Mar 16, 2024
V
? VISA ING
Type:
Buy
Date
Apr 8, 2024
WWD
WOODWARD INC % "‘B7ae/2004 4i612024 %
Type:
Buy
Date
Apr 8, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Mar 1, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Mar 26, 2024
COF
CAPITAL ONE FINL CORP % ~ B/25/2024
Type:
Buy
Date
Apr 8, 2024
HLT
HILTON WORLDWIRE HODGS INC
Type:
Buy
Date
Apr 8, 2024
SA
SAPSE
SAP SE
Type:
Buy
Date
Mar 25, 2024
TS
TSM
TAIWAN SEMICONDUCTOR MFG CO
Type:
Buy
Date
Mar 25, 2024
SAFRF
SAFRAN SA ADR
Type:
Buy
Date
Apr 8, 2024
NFLX
P NETFLIX ING %
Type:
Buy
Date
Mar 28, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Mar 26, 2024
AMZN
AMAZON
Type:
Buy
Date
Apr 8, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Mar 1, 2024
VT
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Mar 26, 2024
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Mar 5, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Mar 28, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 26, 2024
IN
ING
NETFLIX ING
Type:
Buy
Date
Mar 7, 2024
INTU
INTUIT ING COM %
Type:
Buy
Date
Mar 5, 2024
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Mar 6, 2024
EPAM
EPAM SYSTEMS ING SHS
Type:
Buy
Date
Mar 6, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Mar 26, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Mar 28, 2024
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Mar 11, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Apr 8, 2024
GE
pC GENERAL ELECTRIC CO
Type:
Buy
Date
Mar 4, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Mar 11, 2024
WWD
De WOODWARD ING
Type:
Buy
Date
Mar 25, 2024
COF
CAPITAL ONE FINL CORP.
Type:
Buy
Date
Mar 26, 2024
MAR
MARRIOTT INC
Type:
Buy
Date
Mar 25, 2024
HLT
HILTON WORLDWIRE HODGS INC
Type:
Buy
Date
Mar 28, 2024
SAFRF
SAFRAN SA ADR
Type:
Buy
Date
Mar 25, 2024
IN
ING
De NETFLIX ING
Type:
Buy
Date
Mar 25, 2024
GE
GENERAL ELECTRIC _ %
Type:
Buy
Date
Mar 25, 2024
NFLX
“NETFLIX INC
Type:
Buy
Date
Apr 6, 2024
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Mar 5, 2024
INTU
“INTUITINC COM
Type:
Buy
Date
Mar 5, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Mar 27, 2024
EPAM
EPAM SYSTEMS ING SHS
Type:
Buy
Date
Mar 26, 2024
JPM
JP MORGAN CHASE BANK - USD
Type:
Buy
Date
Mar 24, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 1, 2024
ANET
ARISTA NETWORKS ING
Type:
Buy
Date
Mar 11, 2024
NFG
NAT FUEL GAS CO NI'S4
Type:
Buy
Date
Feb 23, 2024
PM
PHILIP MORRIS INTL ING
Type:
Buy
Date
Feb 27, 2024
PM
PHILIP MOBRIS INTL ING
Type:
Buy
Date
Feb 23, 2024
COR
CENCORAING
Type:
Buy
Date
Feb 20, 2024
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Feb 20, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Feb 20, 2024
NFG
NAT FUEL GAS CO NI
Type:
Buy
Date
Feb 23, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Feb 20, 2024
CVX
CHEVRON CORP
Type:
Buy
Date
Feb 20, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Feb 21, 2024
VO
VOO
VANGUARD INDEX FUNOS S&P 500 ETF
Type:
Buy
Date
Mar 5, 2024
TMO
THERMO FISHER SCIENTIFIC
Type:
Buy
Date
Feb 9, 2024
BA
BAYRY
BAYER AG-SPONSORED ADB
Type:
Buy
Date
Mar 5, 2024
UBER
P UBER TECHNOLOGIES INC
Type:
Buy
Date
Feb 9, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Feb 21, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Feb 16, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Feb 16, 2024
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
Feb 21, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Feb 21, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Feb 21, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Feb 21, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Feb 26, 2024
ACN
ACCENTURE PLC SHS %
Type:
Buy
Date
Feb 16, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Feb 16, 2024
SH
SHEL
SHELL PLC %
Type:
Buy
Date
Feb 21, 2024
HUM
HUMANA INC
Type:
Buy
Date
Feb 21, 2024
PR
PRX
PROSUS NV -SPON ADR
Type:
Buy
Date
Feb 21, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Feb 21, 2024
VO
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Feb 14, 2024
MSFT
DE MICROSOFT CORP
Type:
Buy
Date
Feb 21, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Feb 20, 2024
SH
SHEL
“SHELL PLC
Type:
Buy
Date
Feb 21, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Feb 1, 2024
HUM
HUMANA INC
Type:
Buy
Date
Mar 5, 2024
UNH
UNITEDHEALTH GROUP INC K 2/21) 2024
Type:
Buy
Date
Mar 5, 2024
ACN
De ACCENTURE PLC SHS
Type:
Buy
Date
Feb 16, 2024
ACN
DE ACCENTURE PLC SHS
Type:
Buy
Date
Feb 20, 2024
BA
BAYRY
Ta BAYER AG-SPONSORED ADR
Type:
Buy
Date
Feb 22, 2024
TMO
pC THERMO FISHER SCIENTIFIC
Type:
Buy
Date
Feb 9, 2024
PR
PRX
PROSUS NV -SPON ADR
Type:
Buy
Date
Feb 23, 2024
COR
CENCORA ING
Type:
Buy
Date
Feb 20, 2024
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
Feb 23, 2024
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
Feb 27, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Feb 1, 2024
SKX
Skechers USA Inc
Type:
Buy
Date
Jan 4, 2024
VT
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Jan 22, 2024
JPM
De JP MORGAN CHASE BANK TIME DEPOSITS
Type:
Buy
Date
Jan 5, 2024
VT
VTEL
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
Type:
Buy
Date
Feb 5, 2024
WFC
BE WELLS FARGO & CO
Type:
Buy
Date
Jan 19, 2024
IBM
De INTL BUSINESS MACHINES
Type:
Buy
Date
Jan 19, 2024
EQH
EQUITABLE HOLDINGS ING
Type:
Buy
Date
Jan 23, 2024
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Jan 23, 2024
MUR
MURPHY OIL CORP %
Type:
Buy
Date
Jan 19, 2024
TPR
TAPESTRY INC %
Type:
Buy
Date
Jan 19, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Jan 19, 2024
LIN
LINDE PLC NEW %
Type:
Buy
Date
Jan 26, 2024
LIN
LINDE PLC NEW
Type:
Buy
Date
Jan 23, 2024
IPG
Interpublic Group of Companies inc
Type:
Buy
Date
Feb 5, 2024
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Jan 17, 2024
WTM
White Mountains (nsurance Group Ltd
Type:
Buy
Date
Jan 17, 2024
HSIC
Henry Schein, inc, K
Type:
Buy
Date
Jan 17, 2024
AON
AON PLC
Type:
Buy
Date
Jan 18, 2024
TS
TSM
TAIWAN SEMICONDUCTOR-SP
Type:
Buy
Date
Jan 16, 2024
ENTG
ENTEGRIS INC MINNESOTA
Type:
Buy
Date
Jan 29, 2024
VG
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jan 2, 2024
VT
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF %
Type:
Buy
Date
Jan 22, 2024
JPM
JP MORGAN CHASE BANK TIME DEPOSITS
Type:
Buy
Date
Jan 25, 2024
JPM
JP MORGAN CHASE BANK TIME DEPOSITS
Type:
Buy
Date
Jan 11, 2024
VT
VTEL
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
Type:
Buy
Date
Jan 22, 2024
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Jan 10, 2024
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Jan 19, 2024
INTC
INTEL CORP
Type:
Buy
Date
Jan 19, 2024
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Jan 19, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jan 19, 2024
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Jan 23, 2024
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Jan 19, 2024
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Jan 19, 2024
ALLY
ALLY FINL INC
Type:
Buy
Date
Jan 19, 2024
TPR
TAPESTRY INC
Type:
Buy
Date
Jan 19, 2024
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Jan 19, 2024
VO
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Jan 16, 2024
IN
ING
NETFLIX ING
Type:
Buy
Date
Jan 11, 2024
LIN
LINDE PLC NEW
Type:
Buy
Date
Jan 12, 2024
LIN
LINDE PLC NEW
Type:
Buy
Date
Jan 26, 2024
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Jan 29, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Jan 26, 2024
G
GENPACT LTD
Type:
Buy
Date
Jan 17, 2024
VVV
VALVOLINE INC
Type:
Buy
Date
Jan 17, 2024
PLXS
PLEXUS CORP
Type:
Buy
Date
Jan 17, 2024
GTES
Gates industrial Corp PLC
Type:
Buy
Date
Jan 17, 2024
IPG
Interpublic Group of Companies inc
Type:
Buy
Date
Jan 17, 2024
HLI
Houlihag Lakey Inc
Type:
Buy
Date
Jan 17, 2024
PRI
PRIMERICA INC
Type:
Buy
Date
Jan 17, 2024
SKX
Skechers USA Inc
Type:
Buy
Date
Jan 17, 2024
NSIT
insight Enterprises, inc.
Type:
Buy
Date
Jan 17, 2024
ZI
ZION
Zions Bancorporation NA
Type:
Buy
Date
Jan 17, 2024
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Jan 17, 2024
BJ
BJ's Wholesale Cub Holdings
Type:
Buy
Date
Jan 17, 2024
HSIC
Henry Schein, Inc.
Type:
Buy
Date
Jan 17, 2024
BA
BAYRY
BAYER AG-SPONSORED
Type:
Buy
Date
Jan 22, 2024
ENTG
ENTEGRIS INC MINNESOTA
Type:
Buy
Date
Jan 25, 2024
TS
TSM
TAIWAN SEMICONDUGTOR-SP
Type:
Buy
Date
Jan 16, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Jan 23, 2024
PR
PRX
PROSUS NV
Type:
Buy
Date
Jan 16, 2024
COF
GAPITAL ONE FINANCIAL CORP
Type:
Buy
Date
Feb 5, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Jan 12, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Jan 29, 2024
AON
‘AON PLC
Type:
Buy
Date
Jan 18, 2024
SP
SPY
SPDR S&P 500 EIF TRUST %
Type:
Buy
Date
Jan 22, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Jan 22, 2024
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Jan 10, 2024
VVV
De VALVOLINE ING
Type:
Buy
Date
Jan 17, 2024
G
GENPACT LTO
Type:
Buy
Date
Jan 17, 2024
VO
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS NEW
Type:
Buy
Date
Dec 14, 2023
TRS
TRIMAS CORP COM NEW
Type:
Buy
Date
Dec 14, 2023
FTNT
FORTINET INC
Type:
Buy
Date
Dec 18, 2023
FCFS
FIRSTCASH HLDGS INCCOM
Type:
Buy
Date
Dec 20, 2023
DCI
DONALDSON INC COM
Type:
Buy
Date
Dec 20, 2023
CNM
CORE & MAIN INC COMCL A b,§
Type:
Buy
Date
Dec 20, 2023
CSL
CARLISLE COS INC COM
Type:
Buy
Date
Dec 20, 2023
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Dec 18, 2023
BA
BAYRY
BAYER AG
Type:
Buy
Date
Dec 21, 2023
ATR
APTARGROUP INC COM
Type:
Buy
Date
Dec 20, 2023
GOOGL
ALPHABET INC-CL
Type:
Buy
Date
Dec 7, 2023
COR
CENCORA INC
Type:
Buy
Date
Dec 7, 2023
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Dec 20, 2023
ALLY
ALLY FINL ING
Type:
Buy
Date
Dec 13, 2023
FBIN
FORTUNE BRANDSINNOVATIONS INC COM
Type:
Buy
Date
Dec 20, 2023
GTES
GATES INDUSTRIAL CORPORATION
Type:
Buy
Date
Dec 1, 2023
GTES
GATES INDUSTRIAL CORPORATION
Type:
Buy
Date
Dec 20, 2023
G
GENPACT LTD
Type:
Buy
Date
Dec 20, 2023
HLI
HOULIHAN LOKEY INC CLA
Type:
Buy
Date
Dec 20, 2023
NSIT
INSIGHT ENTERPRISESINC COM
Type:
Buy
Date
Dec 20, 2023
IPG
INTERPUBLIC GROUPCOS INC COM
Type:
Buy
Date
Dec 20, 2023
ITT
ITT INC COM
Type:
Buy
Date
Dec 20, 2023
NFLX
NETFLIX INC
Type:
Buy
Date
Nov 30, 2023
NVT
NVENT ELECTRIC PLC
Type:
Buy
Date
Dec 20, 2023
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Dec 20, 2023
PLXS
PLEXUS CORP COM
Type:
Buy
Date
Dec 20, 2023
PRI
PRIMERICA INC COM
Type:
Buy
Date
Dec 20, 2023
RHI
ROBERT HALF INC COM
Type:
Buy
Date
Dec 20, 2023
SSD
SIMPSON MFG INC GOM
Type:
Buy
Date
Dec 20, 2023
SKX
SKECHERS US A INCCL A
Type:
Buy
Date
Dec 20, 2023
SP
SPY
SPDR S&P 500 ETF TRUST
Type:
Buy
Date
Dec 21, 2023
TS
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Dec 7, 2023
TS
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Dec 14, 2023
TKR
TIMKEN CO COM §
Type:
Buy
Date
Dec 20, 2023
TRS
TRIMAS CORP COM NEW
Type:
Buy
Date
Dec 20, 2023
VVV
VALVOLINE INC COM
Type:
Buy
Date
Dec 20, 2023
VT
VTEL
VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES
Type:
Buy
Date
Dec 14, 2023
ZI
ZION
ZIONS BANCORPORATIONCOM
Type:
Buy
Date
Dec 20, 2023
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Dec 13, 2023
INTC
INTEL CORP
Type:
Buy
Date
Dec 5, 2023
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Dec 5, 2023
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Dec 13, 2023
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Dec 5, 2023
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Dec 7, 2023
WBD
WARNER BROS DISCOVERY
Type:
Buy
Date
Dec 13, 2023
VT
VTEL
VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES
Type:
Buy
Date
Dec 20, 2023
VC
VCRM
VANGUARD MUN BD FDSTAX-EXEMPT BD INDEXFD ETF
Type:
Buy
Date
Dec 20, 2023
DF
DFAE
OFA EMERGING MARKETS
Type:
Buy
Date
Dec 13, 2023
HL
HLMIX
HARDING LOEVNER INTL
Type:
Buy
Date
Dec 20, 2023
VT
VTEL
VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES
Type:
Buy
Date
Dec 1, 2023
VT
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Dec 22, 2023
GOOGL
ALPHABET INC-CLC
Type:
Buy
Date
Dec 20, 2023
ATR
APTARGROUP INC GOM
Type:
Buy
Date
Dec 20, 2023
BA
BAYZF
BAYERAG
Type:
Buy
Date
Dec 21, 2023
DCI
DONALDSON INC COM
Type:
Buy
Date
Jan 8, 2024
FTNT
FORTINET INC
Type:
Buy
Date
Jan 8, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Jan 8, 2024
HLI
HOULIHAN LOKEY INC OLA
Type:
Buy
Date
Dec 20, 2023
TKR
TIMKEN CO COM
Type:
Buy
Date
Dec 22, 2023
TS
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Jan 8, 2024
SP
SPY
SPDR S&P 500 ETF TRUST
Type:
Buy
Date
Jan 8, 2024
SKX
SKECHERS U SA INCCLA
Type:
Buy
Date
Dec 20, 2023
NSIT
INSIGHT ENTERPRISESINC COM
Type:
Buy
Date
Jan 8, 2024
ITT
ITT INC COM
Type:
Buy
Date
Dec 16, 2023
INTC
INTEL CORP
Type:
Buy
Date
Dec 8, 2023
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Apr 16, 2026 | ALH ALLIANCE LAUNDRY HLDGS INC | Buy | $50k - $100k | +18dFiling |
| Apr 23, 2026 | NSIT INSIGHT ENTERPRISES INC | Buy | $1k - $15k | +11dFiling |
| Apr 9, 2026 | EQT EQT CORP COM | Buy | $1k - $15k | +25dFiling |
| Apr 24, 2026 | EQT EQT CORP COM | Buy | $1k - $15k | +10dFiling |
| Apr 29, 2026 | TER TERADYNE INC | Buy | $1k - $15k | +5dFiling |
| Apr 23, 2026 | HURN HURON CONSULTING GROUP INC | Buy | $1k - $15k | +11dFiling |
| Apr 17, 2026 | KEYS KEYSIGHT TECHNOLOGIES INC | Buy | $1k - $15k | +17dFiling |
| Apr 1, 2026 | SPGI S&P GLOBAL INC | Buy | $1k - $15k | +33dFiling |
| Apr 28, 2026 | DHR DANAHER CORPORATION COM | Buy | $1k - $15k | +6dFiling |
| Apr 23, 2026 | EQT EQT CORP COM | Buy | $1k - $15k | +11dFiling |
| Apr 27, 2026 | SMEGF SIEMENS ENERGY AG SPON ADS | Buy | $1k - $15k | +7dFiling |
| Apr 20, 2026 | SA SAP SAP ADR . | Buy | $15k - $50k | +14dFiling |
| Apr 6, 2026 | AJG ARTHUR J. GALLAGHER & CO. . : ' ° | Buy | $15k - $50k | +28dFiling |
| Apr 20, 2026 | WDAY WORKDAY INC COMCL A | Buy | $15k - $50k | +14dFiling |
| Apr 17, 2026 | MA MASTERCARD INCORPORATED CLA | Buy | $15k - $50k | +17dFiling |
| Apr 14, 2026 | SPGI S&P GLOBAL INC COM | Buy | $1k - $15k | +20dFiling |
| Apr 2, 2026 | INTU INTUIT INC : . T | Buy | $1k - $15k | +32dFiling |
| Apr 1, 2026 | MA MASTERCARD INCORPORATED CLA | Buy | $15k - $50k | +33dFiling |
| Apr 17, 2026 | META META PLATFORMS INC CLASS A | Buy | $1k - $15k | +17dFiling |
| Apr 17, 2026 | RDDT REDDIT INCCLA | Buy | $15k - $50k | +17dFiling |
| Apr 20, 2026 | INTU INTUIT INC | Buy | $1k - $15k | +14dFiling |
| Apr 28, 2026 | SPGI S&P GLOBAL INC | Buy | $1k - $15k | +6dFiling |
| Apr 20, 2026 | SPGI S&P GLOBAL INC COM | Buy | $1k - $15k | +14dFiling |
| Apr 28, 2026 | MA MASTERCARD INCORPORATED CLA | Buy | $15k - $50k | +6dFiling |
| Apr 23, 2026 | WDAY WORKDAY INC CLA . : ‘ | Buy | $15k - $50k | +11dFiling |
| Apr 28, 2026 | WDAY WORKDAY INC CLA | Buy | $15k - $50k | +6dFiling |
| Apr 29, 2026 | INTU INTUIT INC | Buy | $1k - $15k | +5dFiling |
| Apr 8, 2026 | EL ESTEE LAUDER COMPANIES INC CLASS A | Buy | $15k - $50k | +26dFiling |
| Apr 9, 2026 | EL ESTEE LAUDER COMPANIES INC COM USD0.01 CLASS A | Buy | $15k - $50k | +25dFiling |
| Apr 1, 2026 | EL ESTEE LAUDER COMPANIES INC CLASS A | Buy | $15k - $50k | +33dFiling |
| Apr 10, 2026 | HUM HUMANA INC | Buy | $15k - $50k | +24dFiling |
| Apr 27, 2026 | MA MASTERCARD INCORPORATED CLA | Buy | $15k - $50k | +7dFiling |
| Apr 17, 2026 | ASML ASML HOLDING NV EURO | Buy | $15k - $50k | +17dFiling |
| Apr 15, 2026 | BA BAYRY BAYER AG SPON ADR | Buy | $1k - $15k | +19dFiling |
| Apr 6, 2026 | ASML ASML HOLDING NV EURO | Buy | $15k - $50k | +28dFiling |
| Apr 22, 2026 | WWD WOODWARD INC COM | Buy | $1k - $15k | +12dFiling |
| Apr 2, 2026 | WWD WOODWARD INCCOM - | Buy | $1k - $15k | +32dFiling |
| Apr 13, 2026 | WWD WOODWARD INC COM | Buy | $1k - $15k | +21dFiling |
| Apr 8, 2026 | BA BAYRY BAYER AG SPON ADR | Buy | $1k - $15k | +26dFiling |
| Apr 23, 2026 | SH SHEL SHELL PLC SPON ADS | Buy | $1k - $15k | +11dFiling |
| Apr 10, 2026 | AER AERCAP HOLDINGS N.V. EURO.01 | Buy | $15k - $50k | +24dFiling |
| Apr 22, 2026 | FICO FAIR ISAAC CORP | Buy | $1k - $15k | +12dFiling |
| Apr 29, 2026 | VMC VULCAN MATERIALS CO | Buy | $1k - $15k | +5dFiling |
| Apr 27, 2026 | V VISA INC | Buy | $1k - $15k | +7dFiling |
| Apr 30, 2026 | AER AERCAP HOLDINGS N.V. EURO | Buy | $15k - $50k | +4dFiling |
| Apr 1, 2026 | COP CONOCOPHILLIPS COM | Buy | $15k - $50k | +33dFiling |
| Apr 23, 2026 | BA BAYRY BAYER AG SPON ADR | Buy | $1k - $15k | +11dFiling |
| Apr 29, 2026 | GEV GE VERNOVA INC | Buy | $1k - $15k | +5dFiling |
| Apr 23, 2026 | CTS CTS CORP | Buy | $1k - $15k | +11dFiling |
| Apr 24, 2026 | SH SHEL SHELL PLC SPON ADS | Buy | $1k - $15k | +10dFiling |
| Apr 6, 2026 | AON AON PLC SHS CLA COM USDO.01 | Buy | $15k - $50k | +28dFiling |
| Apr 7, 2026 | SH SHEL SHELL PLC SPON ADS | Buy | $1k - $15k | +27dFiling |
| Apr 17, 2026 | INTU INTUIT INC | Buy | $15k - $50k | +17dFiling |
| Apr 23, 2026 | ARW ARROW ELECTRONICS INC | Buy | $15k - $50k | +11dFiling |
| Apr 9, 2026 | AIT ‘ APPLIED INDUSTRIAL TECHNOLOGIES INC | Buy | $15k - $50k | +25dFiling |
| Apr 30, 2026 | COR MSPS CENCORA'INC COM rr © | Buy | - | +4dFiling |
| Apr 30, 2026 | DY MY SPM STATE STREET/SPDR S&P.SCO ETF UNITS ns 61X18 DY | Buy | - | +4dFiling |
| Apr 30, 2026 | RF GN SPM STATE STREETSPDR'S&P.500 ETF, UNITS a 1X) RF | Buy | - | +4dFiling |
| Apr 28, 2026 | VT VTI MN BVANGUARD INDEX FDS VANGUARD TOTALSTK MKT; CTF S FX) BF | Buy | $50k - $100k | +6dFiling |
| Mar 3, 2026 | NSIT INSIGHT ENTERPRISES INC | Buy | $15k - $50k | +36dFiling |
| Mar 31, 2026 | EQT EQT CORP COM | Buy | $15k - $50k | +8dFiling |
| Mar 4, 2026 | AJG ARTHUR J GALLAGHER & CO | Buy | $15k - $50k | +35dFiling |
| Mar 2, 2026 | MA MASTERCARD INCORPORATED CLA | Buy | $15k - $50k | +37dFiling |
| Mar 31, 2026 | VT VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF | Buy | - | +8dFiling |
| Mar 20, 2026 | IV IVV ISHARES CORE S&P S00 ETF | Buy | - | +19dFiling |
| Mar 26, 2026 | DF DFIC DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF | Buy | - | +13dFiling |
| Mar 31, 2026 | VO VOO VANGUARD INDEX FUNDS S&P 500 ETF USD | Buy | - | +8dFiling |
| Mar 6, 2026 | SA SAP SAP ADR | Buy | $1k - $15k | +33dFiling |
| Mar 12, 2026 | INTU INTUIT INC | Buy | $1k - $15k | +27dFiling |
| Mar 12, 2026 | CMCSA COMCAST CORP | Buy | $1k - $15k | +27dFiling |
| Mar 12, 2026 | HLT HILTON WORLDWIDE HLDGS INC | Buy | $1k - $15k | +27dFiling |
| Mar 31, 2026 | ASML ASML HOLDING NV | Buy | - | +8dFiling |
| Mar 13, 2026 | SPGI S&P GLOBAL INC COM | Buy | $15k - $50k | +26dFiling |
| Mar 25, 2026 | AJG ARTHUR J GALLAGHER & CO | Buy | $15k - $50k | +14dFiling |
| Mar 12, 2026 | AJG ARTHURJ GALLAGHER & CO | Buy | $15k - $50k | +27dFiling |
| Mar 31, 2026 | SPGI S&P GLOBAL INC COM ~ | Buy | $1k - $15k | +8dFiling |
| Mar 27, 2026 | BSX BOSTON SCIENTIFIC CORP | Buy | - | +12dFiling |
| Mar 20, 2026 | INTU INTUIT INC | Buy | - | +19dFiling |
| Mar 2, 2026 | INTU INTUIT INC | Buy | - | +37dFiling |
| Mar 2, 2026 | MELI MERCADOLIBRE INC | Buy | $1k - $15k | +37dFiling |
| Mar 4, 2026 | NOW SERVICENOW INC | Buy | $1k - $15k | +35dFiling |
| Mar 17, 2026 | MA MASTERCARD INCORPORATED CLA | Buy | $1k - $15k | +22dFiling |
| Mar 20, 2026 | SPGI S&P GLOBAL INC COM | Buy | $1k - $15k | +19dFiling |
| Mar 24, 2026 | SPGI S&P GLOBAL INC COM | Buy | $1k - $15k | +15dFiling |
| Mar 18, 2026 | SPGI S&P GLOBAL INC COM | Buy | $1k - $15k | +21dFiling |
| Mar 10, 2026 | INTU INTUIT INC | Buy | $1k - $15k | +29dFiling |
| Mar 17, 2026 | INTU INTUIT INC | Buy | $1k - $15k | +22dFiling |
| Mar 23, 2026 | SA SAP SAP ADR | Buy | $1k - $15k | +16dFiling |
| Mar 19, 2026 | SA SAP SAP ADR | Buy | $1k - $15k | +20dFiling |
| Mar 12, 2026 | MELI MERCADOLIBRE INC | Buy | $1k - $15k | +27dFiling |
| Mar 5, 2026 | DHR DANAHER CORPORATION COM | Buy | $1k - $15k | +34dFiling |
| Mar 4, 2026 | ADSK AUTODESK INC | Buy | $1k - $15k | +35dFiling |
| Mar 17, 2026 | SPGI S&P GLOBAL INC COM b¢ | Buy | $1k - $15k | +22dFiling |
| Mar 27, 2026 | AMZN AMAZON COM INC | Buy | $1k - $15k | +12dFiling |
| Mar 23, 2026 | CMCSA COMCAST CORP | Buy | $1k - $15k | +16dFiling |
| Mar 27, 2026 | GEV GE VERNOVA INC | Buy | $1k - $15k | +12dFiling |
| Mar 4, 2026 | PTC PTC INC | Buy | $1k - $15k | +35dFiling |
| Mar 17, 2026 | BA BAYRY BAYER AG SPON ADR t | Buy | $1k - $15k | +22dFiling |
| Mar 11, 2026 | WWD WOODWARD INC | Buy | $1k - $15k | +28dFiling |
| Mar 31, 2026 | WWD WOODWARD INC | Buy | $1k - $15k | +8dFiling |
| Mar 3, 2026 | AER AERCAP HOLDINGS N V | Buy | $1k - $15k | +36dFiling |
| Mar 3, 2026 | HLT HILTON WORLDWIDE HLDGS INC | Buy | $1k - $15k | +36dFiling |
| Mar 4, 2026 | ABT ABBOTT LABORATORIES | Buy | $1k - $15k | +35dFiling |
| Mar 12, 2026 | AON AON PLC SHS CLA | Buy | $15k - $50k | +27dFiling |
| Mar 25, 2026 | AON AON PLC SHS CLA | Buy | $15k - $50k | +14dFiling |
| Mar 4, 2026 | AON AON PLCSHSCLA | Buy | $15k - $50k | +35dFiling |
| Mar 31, 2026 | SH SHEL SHELL PLC SPON ADS | Buy | $15k - $50k | +8dFiling |
| Mar 4, 2026 | PLXS PLEXUS CORP | Buy | $50k - $100k | +35dFiling |
| Mar 4, 2026 | PAYX PAYCHEX INC | Buy | $100k - $250k | +35dFiling |
| Mar 23, 2026 | AR ARE ALEXANDRIA REAL ESTATE EQUITIES | Buy | $100k - $250k | +16dFiling |
| Mar 2, 2026 | EQH EQUITABLE HLDGS INC COM | Buy | $50k - $100k | +37dFiling |
| Mar 27, 2026 | VT VTI VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL | Buy | - | +12dFiling |
| Mar 24, 2026 | VE VEA VANGUARD DEVELOPED MARKETS INDEX FUND ETF | Buy | - | +15dFiling |
| Mar 30, 2026 | DF DFAI DFA INTERNATIONAL CORE EQUITY | Buy | - | +9dFiling |
| Mar 23, 2026 | GPN GLOBAL PAYMENTS INC | Buy | $15k - $50k | +16dFiling |
| Mar 13, 2026 | SWK STANLEY BLACK & DECKER INC b | Buy | $15k - $50k | +26dFiling |
| Mar 23, 2026 | BAX BAXTER INTERNATIONAL INC | Buy | $15k - $50k | +16dFiling |
| Mar 13, 2026 | GPC GENUINE PARTS CO COM USD1 | Buy | $15k - $50k | +26dFiling |
| Mar 4, 2026 | IBM INTERNATIONAL BUS MACH CORP » | Buy | $15k - $50k | +35dFiling |
| Mar 23, 2026 | CVX CHEVRON CORP | Buy | $15k - $50k | +16dFiling |
| Mar 13, 2026 | CVX CHEVRON CORP | Buy | $15k - $50k | +26dFiling |
| Mar 2, 2026 | LPLA LPL FINANCIAL HOLDINGS INC | Buy | $100k - $250k | +37dFiling |
| Mar 23, 2026 | DO DOC HEALTHPEAK PROPERTIES INC | Buy | $100k - $250k | +16dFiling |
| Mar 4, 2026 | CVX CHEVRON CORP | Buy | $100k - $250k | +35dFiling |
| Feb 12, 2026 | HLI Houlihan Lokey Inc Cl A | Buy | $15k - $50k | +26dFiling |
| Feb 5, 2026 | BA BAYRY Bayer AG Spon ADR | Buy | $1k - $15k | +33dFiling |
| Feb 4, 2026 | CVCO Cavco Industries Inc | Buy | $50k - $100k | +34dFiling |
| Feb 12, 2026 | HURN Huron Consulting Group Inc | Buy | $50k - $100k | +26dFiling |
| Feb 3, 2026 | MWA Mueller Water Products Inc | Buy | $15k - $50k | +35dFiling |
| Feb 13, 2026 | PRI Primerica Inc Com | Buy | $15k - $50k | +25dFiling |
| Feb 11, 2026 | FCN FTI Consulting Inc | Buy | $15k - $50k | +27dFiling |
| Feb 27, 2026 | HURN Huron Consulting Group Inc | Buy | $15k - $50k | +11dFiling |
| Feb 27, 2026 | LPX Louisiana-Pacific Corp | Buy | $15k - $50k | +11dFiling |
| Feb 27, 2026 | FCN FTI Consulting Inc | Buy | $15k - $50k | +11dFiling |
| Feb 5, 2026 | ABT Abbott Laboratories | Buy | $15k - $50k | +33dFiling |
| Feb 27, 2026 | MSFT Microsoft Corp | Buy | $1k - $15k | +11dFiling |
| Feb 10, 2026 | WDAY Workday Inc Com Cl A | Buy | $1k - $15k | +28dFiling |
| Feb 5, 2026 | ASML ASML Holding NV | Buy | $1k - $15k | +33dFiling |
| Feb 17, 2026 | BA BAYRY Bayer AG Spon ADR | Buy | $1k - $15k | +21dFiling |
| Feb 4, 2026 | GEV GE Vernova Inc Com | Buy | $1k - $15k | +34dFiling |
| Feb 13, 2026 | PSTG Pure Storage Inc Cl A | Buy | $15k - $50k | +25dFiling |
| Feb 3, 2026 | FICO Fair Isaac Corp | Buy | $15k - $50k | +35dFiling |
| Feb 4, 2026 | SA SAP SAP ADR | Buy | $15k - $50k | +34dFiling |
| Feb 4, 2026 | TER Teradyne Inc Com | Buy | $1k - $15k | +34dFiling |
| Feb 27, 2026 | ADSK Autodesk Inc | Buy | $1k - $15k | +11dFiling |
| Feb 17, 2026 | INTU Intuit Inc | Buy | $1k - $15k | +21dFiling |
| Feb 27, 2026 | SPOT Spotify Technology S.A. Com | Buy | $1k - $15k | +11dFiling |
| Feb 4, 2026 | ENTG Entegris Inc | Buy | $1k - $15k | +34dFiling |
| Feb 4, 2026 | SPOT Spotify Technology S.A. Com | Buy | $1k - $15k | +34dFiling |
| Feb 10, 2026 | SPOT Spotify Technology S.A. Com | Buy | $1k - $15k | +28dFiling |
| Feb 10, 2026 | ENTG Entegris Inc | Buy | $1k - $15k | +28dFiling |
| Feb 13, 2026 | SA SAP SAP ADR | Buy | $1k - $15k | +25dFiling |
| Feb 27, 2026 | MELI Mercadolibre Inc Com | Buy | $1k - $15k | +11dFiling |
| Feb 17, 2026 | NFLX Netflix Inc | Buy | $1k - $15k | +21dFiling |
| Feb 20, 2026 | META Meta Platforms Inc Class A | Buy | $1k - $15k | +18dFiling |
| Feb 11, 2026 | META Meta Platforms Inc Class A | Buy | $1k - $15k | +27dFiling |
| Feb 27, 2026 | WDAY Workday Inc Com Cl A | Buy | $1k - $15k | +11dFiling |
| Feb 11, 2026 | ORCL Oracle Corp | Buy | $1k - $15k | +27dFiling |
| Feb 11, 2026 | RDDT Reddit Inc Cl A | Buy | $1k - $15k | +27dFiling |
| Feb 26, 2026 | PSTG Pure Storage Inc Cl A | Buy | $1k - $15k | +12dFiling |
| Feb 10, 2026 | SA SAP SAP ADR | Buy | $1k - $15k | +28dFiling |
| Feb 5, 2026 | SA SAP SAP ADR | Buy | $1k - $15k | +33dFiling |
| Feb 5, 2026 | INTU Intuit Inc | Buy | $1k - $15k | +33dFiling |
| Feb 5, 2026 | NFLX Netflix Inc | Buy | $1k - $15k | +33dFiling |
| Feb 17, 2026 | WDAY Workday Inc Com Cl A | Buy | $1k - $15k | +21dFiling |
| Feb 10, 2026 | ORCL Oracle Corp | Buy | $1k - $15k | +28dFiling |
| Feb 27, 2026 | NFLX Netflix Inc | Buy | $1k - $15k | +11dFiling |
| Feb 3, 2026 | AER Aercap Holdings N.V. | Buy | $1k - $15k | +35dFiling |
| Feb 9, 2026 | WDAY Workday Inc Com Cl A | Buy | $1k - $15k | +29dFiling |
| Feb 26, 2026 | CMCSA Comcast Corp | Buy | $1k - $15k | +12dFiling |
| Feb 11, 2026 | UBER Uber Technologies Inc Com | Buy | $1k - $15k | +27dFiling |
| Feb 26, 2026 | NVDA Nvidia Corporation Com | Buy | $1k - $15k | +12dFiling |
| Feb 4, 2026 | GE GE Aerospace Com New | Buy | $1k - $15k | +34dFiling |
| Feb 13, 2026 | UBER Uber Technologies Inc Com | Buy | $1k - $15k | +25dFiling |
| Feb 13, 2026 | AMZN Amazon.com Inc | Buy | $1k - $15k | +25dFiling |
| Feb 23, 2026 | VMC Vulcan Materials Co | Buy | $1k - $15k | +15dFiling |
| Feb 27, 2026 | WWD Woodward Inc Com | Buy | $1k - $15k | +11dFiling |
| Feb 3, 2026 | WWD Woodward Inc Com | Buy | $1k - $15k | +35dFiling |
| Feb 18, 2026 | WWD Woodward Inc Com | Buy | $1k - $15k | +20dFiling |
| Feb 17, 2026 | MLM Martin Marietta Materials Inc | Buy | $1k - $15k | +21dFiling |
| Feb 6, 2026 | HLT Hilton Worldwide Hldgs Inc | Buy | $1k - $15k | +32dFiling |
| Feb 2, 2026 | EL Estee Lauder Companies Inc Class A | Buy | $1k - $15k | +36dFiling |
| Feb 6, 2026 | BA BAYRY Bayer AG Spon ADR | Buy | $1k - $15k | +32dFiling |
| Feb 24, 2026 | PTC PTC Inc | Buy | $1k - $15k | +14dFiling |
| Feb 11, 2026 | INTU Intuit Inc | Buy | $1k - $15k | +27dFiling |
| Feb 4, 2026 | DXCM Dexcom Inc | Buy | $15k - $50k | +34dFiling |
| Feb 23, 2026 | MLM Martin Marietta Materials Inc | Buy | $15k - $50k | +15dFiling |
| Feb 10, 2026 | WWD Woodward Inc Com | Buy | $15k - $50k | +28dFiling |
| Feb 4, 2026 | GOOGL Alphabet Inc Cap Stk Cl A | Buy | $15k - $50k | +34dFiling |
| Feb 10, 2026 | AMZN Amazon.com Inc | Buy | $15k - $50k | +28dFiling |
| Feb 5, 2026 | GEV GE Vernova Inc Com | Buy | $1k - $15k | +33dFiling |
| Feb 27, 2026 | ABT Abbott Laboratories | Buy | $1k - $15k | +11dFiling |
| Feb 4, 2026 | PLXS Plexus Corp | Buy | $15k - $50k | +34dFiling |
| Feb 12, 2026 | PLXS Plexus Corp | Buy | $15k - $50k | +26dFiling |
| Feb 17, 2026 | BAX Baxter International Inc | Buy | $50k - $100k | +21dFiling |
| Feb 6, 2026 | DO DOC Healthpeak Properties Inc Com | Buy | $15k - $50k | +32dFiling |
| Feb 20, 2026 | GPC Genuine Parts Co | Buy | $15k - $50k | +18dFiling |
| Feb 20, 2026 | CVS CVS Health Corporation | Buy | $15k - $50k | +18dFiling |
| Feb 12, 2026 | VSH Vishay Intertechnology Inc | Buy | $15k - $50k | +26dFiling |
| Feb 20, 2026 | MUR Murphy Oil Corp | Buy | $15k - $50k | +18dFiling |
| Feb 17, 2026 | HUM Humana Inc | Buy | $15k - $50k | +21dFiling |
| Feb 6, 2026 | AR ARE Alexandria Real Estate Equities | Buy | $15k - $50k | +32dFiling |
| Feb 18, 2026 | DCI Donaldson Company Inc | Buy | $50k - $100k | +20dFiling |
| Feb 13, 2026 | AER Aercap Holdings N.V. | Buy | $15k - $50k | +25dFiling |
| Feb 23, 2026 | HLT Hilton Worldwide Hldgs Inc | Buy | $15k - $50k | +15dFiling |
| Jan 21, 2026 | FCN FTI CONSULTING INC | Buy | - | +21dFiling |
| Jan 13, 2026 | MELI MERCADOLIBRE INC | Buy | $25M - $50M | +29dFiling |
| Jan 13, 2026 | CMCSA COMCAST CORP | Buy | - | +29dFiling |
| Jan 13, 2026 | VSNT VERSANT MEDIA GROUP INC COM CLA | Buy | - | +29dFiling |
| Jan 30, 2026 | ASML ASML HOLDING NV | Buy | - | +12dFiling |
| Jan 13, 2026 | AER AERCAP HOLDINGS | Buy | - | +29dFiling |
| Jan 14, 2026 | WWD WOODWARD INC | Buy | - | +28dFiling |
| Jan 26, 2026 | ASML ASML HOLDING NV | Buy | - | +16dFiling |
| Jan 13, 2026 | ASML ASML HOLDING NV | Buy | - | +29dFiling |
| Jan 29, 2026 | PINS PINTEREST INC CLA | Buy | - | +13dFiling |
| Jan 29, 2026 | PSTG PURE STORAGE INC CLA | Buy | $25M - $50M | +13dFiling |
| Jan 8, 2026 | GPC GENUINE PARTS CO | Buy | - | +34dFiling |
| Jan 30, 2026 | SA SAP SAP ADR | Buy | $25M - $50M | +12dFiling |
| Jan 30, 2026 | INTU INTUIT INC | Buy | $5M - $25M | +12dFiling |
| Jan 30, 2026 | WDAY WORKDAY INC . a | Buy | $5M - $25M | +12dFiling |
| Jan 13, 2026 | SA SAP SAP ADR | Buy | $25M - $50M | +29dFiling |
| Jan 26, 2026 | MELI MERCADOLIBRE INC | Buy | $25M - $50M | +16dFiling |
| Jan 30, 2026 | MSFT MICROSOFT CORP | Buy | $5M - $25M | +12dFiling |
| Jan 30, 2026 | MELI P__ FF MERCADOLIBRE INC — Xf | Buy | $5M - $25M | +12dFiling |
| Jan 9, 2026 | HSIC HENRY SCHEIN INC | Buy | Over $50M | +33dFiling |
| Jan 27, 2026 | ARW ARROW ELECTRONICS INC | Buy | Over $50M | +15dFiling |
| Jan 13, 2026 | IFF INTERNATIONAL FLAVORS &FRAGRANCES | Buy | $1M - $5M | +29dFiling |
| Jan 13, 2026 | BAX BAXTER INTERNATIONAL INC | Buy | Over $50M | +29dFiling |
| Jan 13, 2026 | CVS CVS HEALTH CORPORATION | Buy | - | +29dFiling |
| Jan 13, 2026 | MRK MERCK &CO. INC | Buy | $1M - $5M | +29dFiling |
| Jan 26, 2026 | VO VOO Vanguard Index FDS S&P 500 ETF | Buy | $5M - $25M | +16dFiling |
| Jan 23, 2026 | VO VOO Vanguard Index FDS S&P 500 ETF | Buy | $5M - $25M | +19dFiling |
| Jan 28, 2026 | NSIT INSIGHT ENTERPRISES INC | Buy | $25M - $50M | +14dFiling |
| Dec 16, 2025 | SMEGF SIEMENS ENERGY AG-UNSP | Buy | $15k - $50k | +30dFiling |
| Dec 17, 2025 | SMEGF SIEMENS ENERGY AG-UNSP | Buy | $15k - $50k | +29dFiling |
| Dec 18, 2025 | MELI MERCADOLUBRE INC | Buy | $15k - $50k | +28dFiling |
| Dec 19, 2025 | MWA Mueller Water Products Inc | Buy | $50k - $100k | +27dFiling |
| Dec 22, 2025 | MWA Mueller Water Products Inc | Buy | $50k - $100k | +24dFiling |
| Dec 11, 2025 | MELI MERCADOLIBRE INC | Buy | $15k - $50k | +35dFiling |
| Dec 22, 2025 | MELI MERCADOLIBRE INC | Buy | $15k - $50k | +24dFiling |
| Dec 15, 2025 | AMZN AMAZON.COM INC | Buy | $1k - $15k | +31dFiling |
| Dec 19, 2025 | MELI MERCADOLIBRE INC | Buy | $15k - $50k | +27dFiling |
| Dec 15, 2025 | MELI MERCADOLIBRE INC | Buy | $15k - $50k | +31dFiling |
| Dec 16, 2025 | MELI MERCADOLIBRE INC | Buy | $1k - $15k | +30dFiling |
| Dec 23, 2025 | LS LSEG LONDON STOCKEXGRPADRSPON | Buy | $15k - $50k | +23dFiling |
| Dec 17, 2025 | SA SAP “SP SAP SE-SPONSORED ADR | Buy | $15k - $50k | +29dFiling |
| Dec 16, 2025 | SA SAP SAP SE-SPONSORED ADR | Buy | $15k - $50k | +30dFiling |
| Dec 22, 2025 | LS LSEG LONDON STOCK EX GRP ADR SPON | Buy | $15k - $50k | +24dFiling |
| Dec 15, 2025 | GOOGL ALPHABET INC-CLC | Buy | $15k - $50k | +31dFiling |
| Dec 16, 2025 | GOOGL ALPHABET ING-CL.C | Buy | $15k - $50k | +30dFiling |
| Dec 10, 2025 | GOOGL ALPHABET INC-CLC | Buy | $15k - $50k | +36dFiling |
| Dec 12, 2025 | AER AERCAP HOLDINGS NV | Buy | $15k - $50k | +34dFiling |
| Dec 15, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $1k - $15k | +31dFiling |
| Dec 16, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $1k - $15k | +30dFiling |
| Dec 16, 2025 | UBER UBER TECHNOLOGIES INC oo | Buy | $15k - $50k | +30dFiling |
| Dec 10, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $1k - $15k | +36dFiling |
| Dec 16, 2025 | INTU INTUIT INC | Buy | $1k - $15k | +30dFiling |
| Dec 16, 2025 | VT VTEB VANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $50k - $100k | +30dFiling |
| Dec 15, 2025 | AR ARE ALEXANDRIA REAL EST EQTS | Buy | $50k - $100k | +31dFiling |
| Dec 15, 2025 | BAX BAXTER INTERNTL INC | Buy | $1k - $15k | +31dFiling |
| Dec 4, 2025 | GPN GLOBAL PMTS INC GEORGIA | Buy | $15k - $50k | +42dFiling |
| Dec 4, 2025 | TSN TYSON FOODS INC CLA | Buy | $15k - $50k | +42dFiling |
| Dec 9, 2025 | ALLY ALLY FINL INC | Buy | $15k - $50k | +37dFiling |
| Dec 4, 2025 | COR CENCORA INC | Buy | $15k - $50k | +42dFiling |
| Dec 4, 2025 | MRK MERCK AND CO INC SHS | Buy | $15k - $50k | +42dFiling |
| Dec 15, 2025 | COR CENCORA INC | Buy | $15k - $50k | +31dFiling |
| Dec 11, 2025 | DF DFAE DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS | Buy | $15k - $50k | +35dFiling |
| Dec 23, 2025 | VT VTI VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES | Buy | $1k - $15k | +23dFiling |
| Dec 11, 2025 | DF DFIC DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL CLASS | Buy | $100k - $250k | +35dFiling |
| Dec 22, 2025 | HL HLMIX Harding Loevner International £q Inst! | Buy | $1k - $15k | +24dFiling |
| Dec 24, 2025 | DF DFAI DFA International Core ETF | Buy | $50k - $100k | +22dFiling |
| Dec 26, 2025 | DF DFAI DIMENSIONAL NTL CORE | Buy | $500k - $1M | +20dFiling |
| Dec 16, 2025 | HL HLMIX HARDING LOEVNER INTL | Buy | $1k - $15k | +30dFiling |
| Dec 12, 2025 | DF DFAE DFA EMERGING MARKETS | Buy | $15k - $50k | +34dFiling |
| Dec 1, 2025 | VG VGLT VANGUARB LONG TERM TAX | Buy | $15k - $50k | +45dFiling |
| Dec 3, 2025 | VG VGLT VANGUARD LONG TERM TAX | Buy | $15k - $50k | +43dFiling |
| Dec 24, 2025 | VT VTI VANGUARD TOTAL STOCK | Buy | $50k - $100k | +22dFiling |
| Dec 9, 2025 | VG VGLT VANGUARD LONG TERM TAX | Buy | $15k - $50k | +37dFiling |
| Dec 23, 2025 | DF DFAI DFAInternational Core ETF | Buy | $50k - $100k | +23dFiling |
| Dec 19, 2025 | NW NWGAX NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A | Buy | $1k - $15k | +27dFiling |
| Dec 24, 2025 | VT VTI VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETE | Buy | $1k - $15k | +22dFiling |
| Dec 11, 2025 | VT VTEB VANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $100k - $250k | +35dFiling |
| Nov 6, 2025 | VC VCRM VANGUARD MUN BD FDSTAX-EXEMPT BD INDEXFD ETF | Buy | $50k - $100k | +33dFiling |
| Nov 19, 2025 | ATR APTARGROUP INC COM | Buy | $15k - $50k | +20dFiling |
| Nov 19, 2025 | VVV VALVOLINE INC COM | Buy | $15k - $50k | +20dFiling |
| Nov 20, 2025 | HAYW HAYWARD HLDGS INCCOM | Buy | $15k - $50k | +19dFiling |
| Nov 18, 2025 | LPX LOUISIANA-PAC CORPCOM | Buy | $15k - $50k | +21dFiling |
| Nov 20, 2025 | MSA s5P MSA SAFETY INC COM ° | Buy | $15k - $50k | +19dFiling |
| Nov 4, 2025 | UNH UNITEDHEALTH GROUP INC | Buy | $15k - $50k | +35dFiling |
| Nov 28, 2025 | SA SAP SAP SE-SPONSORED ADR | Buy | $15k - $50k | +11dFiling |
| Nov 19, 2025 | GOOGL ALPHABET INC-CL C | Buy | $15k - $50k | +20dFiling |
| Nov 24, 2025 | AER AERCAP HOLDINGS | Buy | $15k - $50k | +15dFiling |
| Nov 19, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $1k - $15k | +20dFiling |
| Nov 4, 2025 | HUM HUMANA INC | Buy | $15k - $50k | +35dFiling |
| Nov 26, 2025 | FCFS FIRSTCASH HLDGS INCCOM ; b§ « | Buy | $15k - $50k | +13dFiling |
| Nov 19, 2025 | SSD SIMPSON MFG INC COM | Buy | $15k - $50k | +20dFiling |
| Nov 24, 2025 | G GENPACT LTD : ; ; ; | Buy | $50k - $100k | +15dFiling |
| Nov 13, 2025 | GPC GENUINE PARTS CO | Buy | $50k - $100k | +26dFiling |
| Nov 14, 2025 | IFF INTL FLAVORS&FRAGRNC ~ co | Buy | $50k - $100k | +25dFiling |
| Nov 14, 2025 | TPR TAPESTRY INC | Buy | $50k - $100k | +25dFiling |
| Nov 13, 2025 | LVS LAS VEGAS SANDS CORP | Buy | $1k - $15k | +26dFiling |
| Nov 3, 2025 | VG VGLT ” VANGUARD LONG TERM TAX | Buy | $15k - $50k | +36dFiling |
| Oct 27, 2025 | AVGO Broadcom Inc | Buy | $1k - $15k | +14dFiling |
| Oct 14, 2025 | WDAY Workday Inc-Class A | Buy | $1k - $15k | +27dFiling |
| Oct 27, 2025 | GPC Genuine Parts Co | Buy | $1k - $15k | +14dFiling |
| Oct 8, 2025 | NOW ServiceNow Inc | Buy | $1k - $15k | +33dFiling |
| Oct 27, 2025 | GOOG Alphabet Inc-Cl C | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | WWD Woodward Inc | Buy | $15k - $50k | +14dFiling |
| Oct 27, 2025 | TS TSM Taiwan Semiconductor-SP ADR | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | HWM Howmet Aerospace Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | V Visa Inc Cl A Shrs | Buy | $1k - $15k | +14dFiling |
| Oct 16, 2025 | ANET Arista Networks Inc Reg | Buy | $1k - $15k | +25dFiling |
| Oct 27, 2025 | DXCM Dexcom Inc | Buy | $1k - $15k | +14dFiling |
| Oct 17, 2025 | CHTR Charter Communications Inc A | Buy | $1k - $15k | +24dFiling |
| Oct 27, 2025 | AA Alcoa Corp | Buy | $1k - $15k | +14dFiling |
| Oct 22, 2025 | AER Aercap Holdings NV | Buy | $1k - $15k | +19dFiling |
| Oct 27, 2025 | EL The Estee Lauder Companies Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | ELV Elevance Health Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | BA BAYRY Bayer AG-Sponsored ADR | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | SH SHEL Shell Plc-ADR | Buy | $1k - $15k | +14dFiling |
| Oct 22, 2025 | COF Capital One Financial Corp | Buy | $1k - $15k | +19dFiling |
| Oct 27, 2025 | ORCL Oracle Corp | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | UBER Uber Technologies Inc | Buy | $1k - $15k | +14dFiling |
| Oct 8, 2025 | SSD Simpson Manufacturing Co | Buy | $1k - $15k | +33dFiling |
| Oct 27, 2025 | ASML ASML Holding NV-NY Reg Shs | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | INTU Intuit Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | ANET Arista Networks Inc Reg | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | HUM Humana Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | LEN Lennar Corp-A | Buy | $15k - $50k | +14dFiling |
| Oct 27, 2025 | CMCSA Comcast Corp-Class A | Buy | $1k - $15k | +14dFiling |
| Oct 31, 2025 | META Meta Platforms Inc | Buy | $1k - $15k | +10dFiling |
| Oct 13, 2025 | AMZN Amazon Com Inc Com | Buy | $1k - $15k | +28dFiling |
| Oct 27, 2025 | COP ConocoPhillips | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | UNH UnitedHealth Group Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | MSFT Microsoft Corp | Buy | $15k - $50k | +14dFiling |
| Oct 27, 2025 | NVDA Nvidia | Buy | $1k - $15k | +14dFiling |
| Oct 24, 2025 | GPN Global Pmts Inc Georgia | Buy | $15k - $50k | +17dFiling |
| Oct 22, 2025 | IFF Intl Flavors&Fragrnc | Buy | $15k - $50k | +19dFiling |
| Oct 24, 2025 | AR ARE Alexandria Real Est Eqts | Buy | $15k - $50k | +17dFiling |
| Oct 10, 2025 | NFG Nat Fuel Gas Co NJ | Buy | $1k - $15k | +31dFiling |
| Oct 10, 2025 | ST ST Sensata Technologies | Buy | $1k - $15k | +31dFiling |
| Oct 24, 2025 | DLTR Dollar Tree Inc | Buy | $1k - $15k | +17dFiling |
| Oct 10, 2025 | DLTR Dollar Tree Inc | Buy | $1k - $15k | +31dFiling |
| Oct 10, 2025 | AR ARE Alexandria Real Est Eqts | Buy | $1k - $15k | +31dFiling |
| Oct 27, 2025 | TPR Tapestry Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | LPLA LPL Financial Holdings | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | INTC Intel Corp | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | ST ST Sensata Technologies | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | VSH Vishay Intertechnlgy | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | ETN Eaton Inc Cl A | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | CVX Chevron Corp | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | MUR Murphy Oil Corp | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | SWK Stanley Black & Decker | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | GPN Global Pmts Inc Georgia | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | LVS Las Vegas Sands Corp | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | ALLY Ally Finl Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | IBM Intl Business Machines | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | AR ARE Alexandria Real Est Eqts | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | TSN Tyson Foods Inc Cl A | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | DLTR Dollar Tree Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | EQH Equitable Holdings Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | MRK Merck And Co Inc Shs | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | D Dominion Energy Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | ALL Allstate Corp Del Com | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | T AT&T Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | NFG Nat Fuel Gas Co NJ | Buy | $1k - $15k | +14dFiling |
| Oct 17, 2025 | CVS CVS Health Corp | Buy | $1k - $15k | +24dFiling |
| Oct 27, 2025 | UTHR United Therapeutics Corp | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | C Citigroup Inc Com New | Buy | $1k - $15k | +14dFiling |
| Oct 24, 2025 | NFG Nat Fuel Gas Co NJ | Buy | $50k - $100k | +17dFiling |
| Oct 22, 2025 | CVX Chevron Corp | Buy | $15k - $50k | +19dFiling |
| Oct 10, 2025 | INTC Intel Corp | Buy | $15k - $50k | +31dFiling |
| Oct 22, 2025 | TPR Tapestry Inc | Buy | $15k - $50k | +19dFiling |
| Oct 1, 2025 | VT VTI Vanguard Total Stock | Buy | $1k - $15k | +40dFiling |
| Oct 20, 2025 | GOOG Alphabet Inc-Cl C | Buy | $1k - $15k | +21dFiling |
| Oct 8, 2025 | META Meta Platforms Inc-Class A | Buy | $1k - $15k | +33dFiling |
| Oct 27, 2025 | GOOGL Alphabet Inc-Cl A | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | HLT Hilton Worldwide Holdings | Buy | $1k - $15k | +14dFiling |
| Oct 23, 2025 | AON Aon Plc-Class A | Buy | $1k - $15k | +18dFiling |
| Oct 27, 2025 | META Meta Platforms Inc-Class A | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | AMZN Amazon.com Inc | Buy | $1k - $15k | +14dFiling |
| Oct 30, 2025 | VMC Vulcan Materials Co | Buy | $1k - $15k | +11dFiling |
| Oct 30, 2025 | ASML ASML Holding NV-NY Reg Shs | Buy | $1k - $15k | +11dFiling |
| Oct 23, 2025 | SH SHEL Shell Plc-ADR | Buy | $1k - $15k | +18dFiling |
| Oct 23, 2025 | ASML ASML Holding NV-NY Reg Shs | Buy | $1k - $15k | +18dFiling |
| Oct 27, 2025 | ADSK Autodesk Inc | Buy | $1k - $15k | +14dFiling |
| Oct 27, 2025 | CDNS Cadence Design Sys Inc | Buy | $1k - $15k | +14dFiling |
| Oct 7, 2025 | ASML ASML Holding NV-NY Reg Shs | Buy | $1k - $15k | +34dFiling |
| Oct 17, 2025 | INTU Intuit Inc | Buy | $1k - $15k | +24dFiling |
| Oct 23, 2025 | MA Mastercard Inc | Buy | $1k - $15k | +18dFiling |
| Oct 22, 2025 | PTC PTC Inc | Buy | $1k - $15k | +19dFiling |
| Oct 27, 2025 | BA Boeing Hldgs Inc | Buy | $15k - $50k | +14dFiling |
| Oct 27, 2025 | SA SAP SAP SE-Sponsored ADR | Buy | $15k - $50k | +14dFiling |
| Oct 17, 2025 | PINS Pinterest Inc Reg Shs | Buy | $15k - $50k | +24dFiling |
| Oct 17, 2025 | RDDT Reddit Inc Reg Shs A | Buy | $15k - $50k | +24dFiling |
| Oct 27, 2025 | NFLX Netflix Com Inc | Buy | $1k - $15k | +14dFiling |
| Oct 23, 2025 | LEN Lennar Corp-A | Buy | $1k - $15k | +18dFiling |
| Oct 31, 2025 | GEV GE Vernova Inc | Buy | $1k - $15k | +10dFiling |
| Oct 24, 2025 | AVGO Broadcom Inc | Buy | $1k - $15k | +17dFiling |
| Oct 27, 2025 | HURN Huron Consulting | Buy | $15k - $50k | +14dFiling |
| Oct 17, 2025 | GOOGL Alphabet Inc Shs Cl A | Buy | $15k - $50k | +24dFiling |
| Oct 14, 2025 | GEV GE Vernova Inc | Buy | $15k - $50k | +27dFiling |
| Oct 3, 2025 | WDAY Workday Inc-Class A | Buy | $1k - $15k | +38dFiling |
| Oct 10, 2025 | LEN Lennar Corp-A | Buy | $1k - $15k | +31dFiling |
| Oct 17, 2025 | SH SHEL Shell Plc-ADR | Buy | $1k - $15k | +24dFiling |
| Oct 27, 2025 | GE GE Aerospace | Buy | $15k - $50k | +14dFiling |
| Sep 30, 2025 | VT VTEB VANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $100k - $250k | +10dFiling |
| Sep 25, 2025 | NOW SERVICENOW INC b§ | Buy | $15k - $50k | +15dFiling |
| Sep 22, 2025 | CNM CORE & MAIN INC COMCLA — | Buy | $15k - $50k | +18dFiling |
| Sep 8, 2025 | AVGO BROADCOM INC | Buy | $1k - $15k | +32dFiling |
| Sep 22, 2025 | CSL Carlisle Companies, inc. | Buy | $1k - $15k | +18dFiling |
| Sep 16, 2025 | NFLX NETFLIX COM INC | Buy | $15k - $50k | +24dFiling |
| Sep 5, 2025 | LS LSEG LONDON STOCK EXCHG-UNSP ADR | Buy | $15k - $50k | +35dFiling |
| Sep 22, 2025 | NSIT Insight Enterprises, Inc. | Buy | $15k - $50k | +18dFiling |
| Sep 22, 2025 | ATR AptarGroup, Inc. | Buy | $1k - $15k | +18dFiling |
| Sep 22, 2025 | PRI PRIMERICA INC | Buy | $15k - $50k | +18dFiling |
| Sep 22, 2025 | WTM White Mountains Insurance Group Ltd | Buy | $15k - $50k | +18dFiling |
| Sep 22, 2025 | MSA MSA Safety incorporated | Buy | $1k - $15k | +18dFiling |
| Sep 11, 2025 | NSIT Insight Enterprises, Inc. | Buy | $15k - $50k | +29dFiling |
| Sep 4, 2025 | WDAY WORKDAY INC-CLASS A | Buy | $1k - $15k | +36dFiling |
| Sep 16, 2025 | HWM HOWMET AEROSPACE INC | Buy | $15k - $50k | +24dFiling |
| Sep 3, 2025 | DHR DANAHER CORP | Buy | $15k - $50k | +37dFiling |
| Sep 11, 2025 | PLXS PLEXUS CORP | Buy | $1k - $15k | +29dFiling |
| Sep 9, 2025 | AVGO ‘ BROADCOM INC | Buy | $1k - $15k | +31dFiling |
| Sep 11, 2025 | ATR AptarGroup, Inc. | Buy | $1k - $15k | +29dFiling |
| Sep 22, 2025 | DXCM OEXCOM INC | Buy | $1k - $15k | +18dFiling |
| Sep 9, 2025 | WDAY WORKDAY INC-CLASS A | Buy | $1k - $15k | +31dFiling |
| Sep 12, 2025 | LS LSEG LONDON STOCK EXCHG-UNSP ADR | Buy | $1k - $15k | +28dFiling |
| Sep 25, 2025 | DHR DANAHER CORP | Buy | $15k - $50k | +15dFiling |
| Sep 4, 2025 | GOOGL ALPHABET INCSHS CLA | Buy | $1k - $15k | +36dFiling |
| Sep 11, 2025 | ORCL ORACLE CORP | Buy | $1k - $15k | +29dFiling |
| Sep 10, 2025 | WDAY WORKDAY INC-CLASS A | Buy | $1k - $15k | +30dFiling |
| Sep 18, 2025 | GOOGL ALPHABET INC-CL A | Buy | $1k - $15k | +22dFiling |
| Sep 30, 2025 | META META PLATFORMS INC-CLASS A | Buy | $15k - $50k | +10dFiling |
| Sep 3, 2025 | META META PLATFORMS INC-CLASS A | Buy | $15k - $50k | +37dFiling |
| Sep 23, 2025 | AER AERCAP HOLDINGS | Buy | $15k - $50k | +17dFiling |
| Sep 8, 2025 | AER AERCAP HOLDINGS | Buy | $15k - $50k | +32dFiling |
| Sep 8, 2025 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +32dFiling |
| Sep 30, 2025 | EL THE ESTEE LAUDER COMPANIES INC | Buy | $1k - $15k | +10dFiling |
| Sep 30, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | +10dFiling |
| Sep 9, 2025 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +31dFiling |
| Sep 4, 2025 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +36dFiling |
| Sep 16, 2025 | SNPS SYNOPSYS INC | Buy | $15k - $50k | +24dFiling |
| Sep 25, 2025 | AMZN AMAZON COM INC COM | Buy | $15k - $50k | +15dFiling |
| Sep 25, 2025 | SNPS SYNOPSYS INC | Buy | $15k - $50k | +15dFiling |
| Sep 22, 2025 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +18dFiling |
| Sep 11, 2025 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +29dFiling |
| Sep 8, 2025 | ANET ARISTA NETWORKS INC REG | Buy | $15k - $50k | +32dFiling |
| Sep 26, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | +14dFiling |
| Sep 19, 2025 | SH SHEL SHELL PLC-ADR | Buy | $100k - $250k | +21dFiling |
| Sep 16, 2025 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +24dFiling |
| Sep 16, 2025 | SKX I SKECHERS USA INC | Buy | $250k - $500k | +24dFiling |
| Sep 18, 2025 | AR ARE ALEXANDRIA REAL EST EQTS | Buy | $50k - $100k | +22dFiling |
| Sep 26, 2025 | DLTR DOLLAR TREE INC | Buy | $50k - $100k | +14dFiling |
| Sep 26, 2025 | TPR TAPESTRY INC | Buy | $50k - $100k | +14dFiling |
| Sep 24, 2025 | EQH EQUITABLE HOLDINGS INC | Buy | $15k - $50k | +16dFiling |
| Sep 2, 2025 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | +38dFiling |
| Sep 30, 2025 | DF DFAE DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | +10dFiling |
| Oct 5, 2025 | DF DFAE DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | +5dFiling |
| Sep 30, 2025 | DF DFAI DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $50k - $100k | +10dFiling |
| Sep 30, 2025 | VT VTI VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $15k - $50k | +10dFiling |
| Dec 20, 2024 | HL HLMIX HARDING LOEVNER INTERNATIONAL EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Dec 11, 2024 | DF DFAE DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Sep 30, 2024 | DF DFAE DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Jun 30, 2025 | DF DFAE DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | |
| Jun 28, 2024 | DF DFAE DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $15k - $50k | Date uncertain |
| Mar 28, 2025 | VT VTI VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | |
| Jul 1, 2024 | VT VTI VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | Date uncertain |
| Dec 24, 2024 | VT VTI VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | |
| Sep 30, 2024 | VT VTI VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | |
| Dec 20, 2024 | NW NWGAX NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A | Buy | $1k - $15k | |
| Mar 25, 2024 | VT VTI VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES | Buy | $1k - $15k | Date uncertain |
| Jun 30, 2025 | DF DFAI DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Jun 28, 2024 | DF DFAI DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | Date uncertain |
| Dec 11, 2024 | DF DFAI DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Sep 30, 2024 | DF DFAI DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Mar 31, 2025 | DF DFAE DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Mar 28, 2024 | DF DFAE DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | Date uncertain |
| Mar 31, 2025 | DF DFAI DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | |
| Mar 28, 2024 | DF DFAI DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS | Buy | $1k - $15k | Date uncertain |
| Mar 25, 2024 | GOOGL ALPHABET INC CLA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $1k - $15k | Date uncertain |
| Mar 25, 2024 | AMZN AMAZON.COM INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 | COF CAPITAL ONE FINANCIAL CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 | CMCSA COMCAST CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 | ELV ELEVANCE HEALTH INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 | GE GENERAL ELECTRIC CO EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 | GS GOLDMAN SACHS GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 | HLT HILTON WORLDWIDE HOLDINGS IN EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $1k - $15k | Date uncertain |
| Mar 25, 2024 | MAR MARRIOTT INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 | META META PLATFORMS INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 | MSFT MICROSOFT CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 | NFLX NETFLIX INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $1k - $15k | Date uncertain |
| Mar 25, 2024 | SAFRF SAFRAN SA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 | SA SAP SAP SE EXCHANGED FOR EAGLE-CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | SH SHEL SHELL PLC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | UNH UNITEDHEALTH GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $100k - $250k | Date uncertain |
| Mar 25, 2024 | V VISA INC CLA SHRS EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | - | Date uncertain |
| Mar 25, 2024 | WFC WELLS FARGO & CO EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 25, 2024 | WWD WOODWARD INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF | Buy | $50k - $100k | Date uncertain |
| Mar 31, 2025 | VT VTI VANGUARD TOTAL STOCK MARKET ETF | Buy | $15k - $50k | |
| Jul 2, 2024 | VT VTI VANGUARD TOTAL STOCK MARKET ETF | Buy | $15k - $50k | Date uncertain |
| Dec 26, 2024 | VT VTI VANGUARD TOTAL STOCK MARKET ETF | Buy | $15k - $50k | |
| Mar 28, 2024 | VT VTI VANGUARD TOTAL STOCK MARKET ETF | Buy | $15k - $50k | Date uncertain |
| Sep 21, 2025 | SSD Simpson Manufacturing Co | Buy | - | Same dayFiling |
| Aug 22, 2025 | HUM HUMANA INC | Buy | $25M - $50M | +20dFiling |
| Aug 15, 2025 | MA MASTERCARD INC | Buy | - | +27dFiling |
| Aug 6, 2025 | FISV FISERV INC | Buy | $5M - $25M | +36dFiling |
| Aug 29, 2025 | AVGO BROADCOM INC | Buy | - | +13dFiling |
| Aug 7, 2025 | RDDT REDDIT INC REG SHS-A | Buy | - | +35dFiling |
| Aug 8, 2025 | UBER UBER TECHNOLOGIES INC | Buy | - | +34dFiling |
| Aug 7, 2025 | DXCM DEXCOM INC | Buy | - | +35dFiling |
| Aug 8, 2025 | NFLX NETFLIX COM INC | Buy | - | +34dFiling |
| Aug 27, 2025 | WDAY WORKDAY INC-CLASS A | Buy | - | +15dFiling |
| Aug 9, 2025 | RDDT REDDIT INC REG SHS-A | Buy | - | +33dFiling |
| Aug 15, 2025 | V VISA INC CLA | Buy | - | +27dFiling |
| Aug 21, 2025 | HAYW Hayward Holdings, inc. | Buy | - | +21dFiling |
| Aug 21, 2025 | MSFT MICROSOFT CORP | Buy | - | +21dFiling |
| Aug 21, 2025 | HLT HILTON WORLDWIDE HOLOINGS IN | Buy | - | +21dFiling |
| Aug 8, 2025 | INTU INTUIT INC | Buy | $5M - $25M | +34dFiling |
| Aug 20, 2025 | META META PLATFORMS INC-CLASS A | Buy | - | +22dFiling |
| Aug 21, 2025 | AON AON PLC<LASSA | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | MLM MARTIN MARIETTA MATERIALS | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | VMC VULCAN MATERIALS CO | Buy | $1M - $5M | +21dFiling |
| Sep 5, 2025 | AMZN AMAZON.COM INC | Buy | $1M - $5M | +6dFiling |
| Jun 21, 2025 | MSA MSA Safety Incorporated | Buy | $1M - $5M | |
| Aug 21, 2025 | META META PLATFORMS INC-CLASS A | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | ARMK ARAMARK | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | LPX LOUISIANA-PAC Corp Com | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | BJW BJ's Wholesale Club Holdings | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | PPL Applied Industrial Technologies | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | CTS CTS CORP | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | FCFS FirstCash Holdings | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | NSIT Insight Enterprises, Inc. | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | HLI Houlihan Lokey Inc | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | PRI PRIMERICA INC | Buy | $1M - $5M | +21dFiling |
| Sep 5, 2025 | WTM White Mountains insurance Group Ltd | Buy | $1M - $5M | +6dFiling |
| Aug 22, 2025 | IBM INTL BUSINESS MACHINES | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | SWK STANLEY BLACK & DECKER | Buy | - | +20dFiling |
| Aug 22, 2025 | TPR TAPESTRY INC | Buy | $5M - $25M | +20dFiling |
| Aug 22, 2025 | DLTR DOLLAR TREE INC | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | FDX FEDEX CORP DELAWARE COM | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | GPN GLOBAL PMTS INC GEORGIA | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | GPC GENUINE PARTS CO | Buy | $25M - $50M | +20dFiling |
| Aug 7, 2025 | COR CENCORA INC | Buy | $25M - $50M | +35dFiling |
| Aug 5, 2025 | PLXS PLExuS CORP | Buy | - | +37dFiling |
| Aug 20, 2025 | ORCL ORACLE CORP | Buy | $25M - $50M | +22dFiling |
| Aug 7, 2025 | ATR AptarGroup, Inc. | Buy | $5M - $25M | +35dFiling |
| Aug 20, 2025 | PRI PRIMERICA INC | Buy | $5M - $25M | +22dFiling |
| Aug 20, 2025 | ZI ZION Zions Bancorporation NA | Buy | $5M - $25M | +22dFiling |
| Aug 4, 2025 | RDDT REDDIT INC REG SHS-A | Buy | $5M - $25M | +38dFiling |
| Aug 8, 2025 | BKNG BOOKING HLDGS INC | Buy | $5M - $25M | +34dFiling |
| Aug 8, 2025 | AVGO BROADCOM INC | Buy | $5M - $25M | +34dFiling |
| Aug 12, 2025 | PINS PINTEREST INC REG SHS | Buy | $5M - $25M | +30dFiling |
| Aug 6, 2025 | RDDT REDDIT INC REG SHS-A | Buy | $5M - $25M | +36dFiling |
| Aug 15, 2025 | DHR DANAHER CORP | Buy | $5M - $25M | +27dFiling |
| Aug 29, 2025 | CVCO Caveo Inds inc Detcom | Buy | Over $50M | +13dFiling |
| Aug 21, 2025 | G GENPACTLTO | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | PTC PTC INC | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | PLXS PLEXUS CORP | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | SNPS SYNOPSYS INC | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | SA SAP SAP SE-SPONSORED ADR | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | OMF ONEMAIN HLDGS INC | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | ARW Arrow Electronics, Inc. | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | DCI Donaldson Company, Inc. | Buy | $1M - $5M | +21dFiling |
| Aug 28, 2025 | SAFRF SAFRAN SA-UNSPON ADR | Buy | $1M - $5M | +14dFiling |
| Aug 22, 2025 | WWD WOODWARD INC | Buy | $1M - $5M | +20dFiling |
| Aug 21, 2025 | COF CAPITAL ONE FINANCIAL CORP | Buy | - | +21dFiling |
| Sep 5, 2025 | NUE NUCOR CORPORATION | Buy | $25M - $50M | +6dFiling |
| Aug 22, 2025 | HWM HOWMET AEROSPACE INC | Buy | - | +20dFiling |
| Aug 21, 2025 | GEV GE VERNOVA INC | Buy | - | +21dFiling |
| Aug 21, 2025 | EL THE ESTEE LAUDER COMPANIES INC | Buy | - | +21dFiling |
| Aug 21, 2025 | SH SHEL SHELL PLC-ADR | Buy | - | +21dFiling |
| Aug 21, 2025 | MA P MASTERCARD INC | Buy | - | +21dFiling |
| Aug 29, 2025 | NVDA NVIDIA | Buy | $5M - $25M | +13dFiling |
| Aug 21, 2025 | GE GE AEROSPACE | Buy | $5M - $25M | +21dFiling |
| Aug 22, 2025 | NVDA NVIDIA | Buy | $5M - $25M | +20dFiling |
| Aug 21, 2025 | ELV ELEVANCE HEALTH INC | Buy | - | +21dFiling |
| Aug 21, 2025 | VVV VALVOLINE INC | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | TS TSM TAIWAN SEMICONDUCTOR-SP AOR | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | ADSK AUTODESK INC | Buy | $1M - $5M | +21dFiling |
| Aug 29, 2025 | ANET ARISTA NETWORKS INC REG | Buy | $1M - $5M | +13dFiling |
| Aug 21, 2025 | CDNS CADENCE DESIGN SYS INC | Buy | $1M - $5M | +21dFiling |
| Aug 19, 2025 | WFC WELLS FARGO & CO | Buy | $1M - $5M | +23dFiling |
| Aug 21, 2025 | NFLX NETFLIX COM INC | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | AER AERCAP HOLDINGS | Buy | - | +21dFiling |
| Aug 21, 2025 | CHTR CHARTER COMMUNICATIONS INC-A | Buy | - | +21dFiling |
| Aug 6, 2025 | SH SHEL SHELL, PLC-ADR | Buy | - | +36dFiling |
| Aug 21, 2025 | LEN LENNAR CORP-A | Buy | $5M - $25M | +21dFiling |
| Aug 1, 2025 | VG VGLT VANGUARD LONG TERM TAX EXEMPT FUND | Buy | - | +41dFiling |
| Aug 21, 2025 | DXCM DEXCOM INC | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | BKNG BOOKING HLDGS INC | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | DHR DANAHER CORP | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | V VISA INC-CL A SHRS | Buy | $5M - $25M | +21dFiling |
| Aug 15, 2025 | FISV FISERV INC | Buy | $5M - $25M | +27dFiling |
| Aug 14, 2025 | BA BAYRY BAYER AG-SPONSORED ADR | Buy | $5M - $25M | +28dFiling |
| Aug 4, 2025 | FISV FISERV INC | Buy | $5M - $25M | +38dFiling |
| Aug 21, 2025 | WDAY WORKDAY tNC-CLASS A | Buy | $5M - $25M | +21dFiling |
| Aug 20, 2025 | WTM White Mountains Insurance Group Ltd | Buy | $5M - $25M | +22dFiling |
| Aug 21, 2025 | ZI ZION Zions Bancorporation NA | Buy | $1M - $5M | +21dFiling |
| Aug 4, 2025 | DXCM OEXCOM INC | Buy | $5M - $25M | +38dFiling |
| Aug 21, 2025 | CNM CORE & MAIN INC COMCLA | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | HSIC Henry Schein, Inc. | Buy | $1M - $5M | +21dFiling |
| Aug 7, 2025 | UTHR UNITED THERAPEUTICS COR | Buy | $25M - $50M | +35dFiling |
| Aug 21, 2025 | ATR AptarGroup, Inc. | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | SAFRF SAFRAN SA-UNSPON ADR | Buy | $1M - $5M | +21dFiling |
| Aug 21, 2025 | BA BAYRY BAYER AG-SPONSORED ADR | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | DT DYNATRACE INC | Buy | $5M - $25M | +21dFiling |
| Aug 4, 2025 | ADSK AUTODESK INC | Buy | $5M - $25M | +38dFiling |
| Aug 21, 2025 | AMZN AMAZON COM INC COM | Buy | $25M - $50M | +21dFiling |
| Aug 22, 2025 | INTC INTEL CORP | Buy | $5M - $25M | +20dFiling |
| Aug 27, 2025 | TPR TAPESTRY INC | Buy | $5M - $25M | +15dFiling |
| Aug 22, 2025 | LVS LAS VEGAS SANDS CORP | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | CVS re} CVS HEALTH CORP | Buy | $25M - $50M | +20dFiling |
| Aug 21, 2025 | HUM HUMANA INC | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | ASML ASML HOLDING | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | CMCSA COMCAST CORP-CLASS A | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | UBER UBER TECHNOLOGIES INC | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | COP CONOCOPHILLIPS | Buy | $5M - $25M | +21dFiling |
| Aug 7, 2025 | FISV FISERV INC | Buy | $5M - $25M | +35dFiling |
| Aug 21, 2025 | AVGO BROADCOM INC | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | ABT ABBOTT LABS | Buy | $5M - $25M | +21dFiling |
| Aug 21, 2025 | ANET ARISTA NETWORKS INC REG | Buy | $25M - $50M | +21dFiling |
| Aug 7, 2025 | NVT nVent Electric | Buy | $25M - $50M | +35dFiling |
| Aug 15, 2025 | ANET ARISTA NETWORKS INC | Buy | $25M - $50M | +27dFiling |
| Aug 20, 2025 | ANET # "ARISTA NETWORKS INC REG | Buy | $25M - $50M | +22dFiling |
| Aug 29, 2025 | TKR TIMKEN CO COM | Buy | $25M - $50M | +13dFiling |
| Aug 8, 2025 | FTNT FORTINET INC | Buy | Over $50M | +34dFiling |
| Aug 21, 2025 | NVDA NVIDIA | Buy | Over $50M | +21dFiling |
| Aug 21, 2025 | VO VOO VANGUARD INDEX FUNDS S&P 500 ETF | Buy | Over $50M | +21dFiling |
| Aug 21, 2025 | GOOGL ALPHABET INC SHS CLA | Buy | - | +21dFiling |
| Aug 21, 2025 | INTU INTUITINC COM | Buy | - | +21dFiling |
| Aug 21, 2025 | UNH P UNITEDHEALTH GROUP INC | Buy | - | +21dFiling |
| Aug 22, 2025 | LPLA LPL FINANCIAL HOLDINGS | Buy | $5M - $25M | +20dFiling |
| Aug 22, 2025 | ST ST SENSATA TECHNOLOGIES | Buy | $5M - $25M | +20dFiling |
| Aug 22, 2025 | MUR MURPHY Olt CORP | Buy | $5M - $25M | +20dFiling |
| Aug 22, 2025 | VSH VISHAY INTERTECHNLGY | Buy | $5M - $25M | +20dFiling |
| Aug 27, 2025 | EQT ALEXANDRIA REAL EST EQT | Buy | - | +15dFiling |
| Aug 22, 2025 | CACI CACIINTL INC CLA | Buy | $5M - $25M | +20dFiling |
| Aug 22, 2025 | ALLY ALLY FINE INC | Buy | $5M - $25M | +20dFiling |
| Aug 22, 2025 | UTHR P UNITED THERAPEUTICS CORP | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | TSN P TYSON FOODS INC CLA | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | COR CENCORAINC | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | CVX CHEVRON CORP | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | MRK MERCK AND CO INC | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | D DOMINION ENERGY INC | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | EQH EQUITABLE HOLDINGS INC | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | C CITIGROUP INC COM NEW | Buy | $25M - $50M | +20dFiling |
| Aug 22, 2025 | NFG NAT FUEL GAS CO | Buy | Over $50M | +20dFiling |
| Aug 29, 2025 | RDDT REDDIT INC REG SHS-A | Buy | - | +13dFiling |
| Aug 15, 2025 | META META PLATFORMS INC-CLASS A | Buy | $1M - $5M | +27dFiling |
| Aug 22, 2025 | T AT&T INC b§ | Buy | - | +20dFiling |
| Jul 11, 2025 | MSFT MICROSOFT CORP | Buy | $50k - $100k | +32dFiling |
| Jul 30, 2025 | PINS PINTEREST INC REG SHS | Buy | $1k - $15k | +13dFiling |
| Jul 18, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | +25dFiling |
| Jul 23, 2025 | DHR DANAHER CORP | Buy | $15k - $50k | +20dFiling |
| Jul 21, 2025 | WDAY WORKDAY INC-CLASS A | Buy | $15k - $50k | +22dFiling |
| Jul 25, 2025 | DHR DANAHER CORP ~ Fp | Buy | $15k - $50k | +18dFiling |
| Jul 8, 2025 | DHR DANAHER CORP | Buy | $15k - $50k | +35dFiling |
| Jul 25, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | +18dFiling |
| Jul 21, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | +22dFiling |
| Jul 23, 2025 | ASML ASML HOLDING NV-NY REG SHS | Buy | $15k - $50k | +20dFiling |
| Jul 31, 2025 | UBER UBER TECHNOLOGIES INC | Buy | $15k - $50k | +12dFiling |
| Jul 7, 2025 | LS LSEG LONDON STOCK EXCHG-UNSP ADR | Buy | $1k - $15k | +36dFiling |
| Jul 30, 2025 | DXCM DEXCOM INC | Buy | $15k - $50k | +13dFiling |
| Jul 31, 2025 | ABT ABBOTT LABS | Buy | $15k - $50k | +12dFiling |
| Jul 1, 2025 | DHR DANAHER CORP | Buy | $15k - $50k | +42dFiling |
| Jul 15, 2025 | GLIBK GCI LIBERTY INC-CL C SPIN OFF FROM LIBERTY BROADBAND CORP | Buy | $15k - $50k | +28dFiling |
| Jul 7, 2025 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +36dFiling |
| Jul 2, 2025 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +41dFiling |
| Jul 29, 2025 | SAFRF SAFRAN SA-UNSPON ADR | Buy | $1k - $15k | +14dFiling |
| Jul 8, 2025 | SAFRF SAFRAN SA-UNSPON ADR | Buy | $1k - $15k | +35dFiling |
| Jul 29, 2025 | WWD WOODWARD INC | Buy | $15k - $50k | +14dFiling |
| Jul 11, 2025 | META META PLATFORMS INC | Buy | $15k - $50k | +32dFiling |
| Jul 11, 2025 | AMZN AMAZON COM INC COM | Buy | $15k - $50k | +32dFiling |
| Jul 11, 2025 | GOOGL ALPHABET INCSHS CLA | Buy | $1k - $15k | +32dFiling |
| Jul 30, 2025 | NV NVO NOVO NORDISK A S ADR | Buy | $50k - $100k | +13dFiling |
| Jul 7, 2025 | VT VTEB VANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $1k - $15k | +36dFiling |
| Jul 24, 2025 | SWK STANLEY BLACK & DECKER | Buy | $50k - $100k | +19dFiling |
| Jul 3, 2025 | GPN GLOBAL PMTS INC GEORGIA | Buy | $50k - $100k | +40dFiling |
| Jul 24, 2025 | GPN GLOBAL PMTS INC GEORGIA | Buy | $50k - $100k | +19dFiling |
| Jul 24, 2025 | DLTR DOLLAR TREE INC | Buy | $15k - $50k | +19dFiling |
| Jul 3, 2025 | DLTR DOLLAR TREE INC | Buy | $15k - $50k | +40dFiling |
| Jul 3, 2025 | NFG NAT FUEL GAS CO.NJ $1 x | Buy | $15k - $50k | +40dFiling |
| Jul 24, 2025 | TPR TAPESTRY INC | Buy | $50k - $100k | +19dFiling |
| Jul 3, 2025 | FDX FEDEX CORP DELAWARE COM | Buy | $50k - $100k | +40dFiling |
| Jul 24, 2025 | IBM INTL BUSINESS MACHINES | Buy | $50k - $100k | +19dFiling |
| Jul 1, 2025 | VT VTI Vanguard Total Stock Market Index Fund Institutional Shares | Buy | $1k - $15k | +42dFiling |
| Jul 1, 2025 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | +42dFiling |
| Jul 1, 2025 | DF DFAE OFA EMERGING MARKETS | Buy | - | +42dFiling |
| Jul 2, 2025 | VT VTI VANGUARD TOTAL STOCK | Buy | $1k - $15k | +41dFiling |
| Jul 2, 2025 | VT VTI Vanguard Index Fds Vanguard Total Stk Mkt ETF | Buy | $1k - $15k | +41dFiling |
| Jun 6, 2025 | AVGO BROADCOM INC | Buy | - | +31dFiling |
| Jun 9, 2025 | ASML ASML HOLDING NV | Buy | $1k - $15k | +28dFiling |
| Jun 20, 2025 | DHR DANAHER CORP | Buy | $50k - $100k | +17dFiling |
| Jun 9, 2025 | AVGO “SP BROADCOM INC | Buy | - | +28dFiling |
| Jun 26, 2025 | DHR DANAHER CORP | Buy | $50k - $100k | +11dFiling |
| Jun 23, 2025 | ASML ASML HOLDING NV | Buy | - | +14dFiling |
| Jun 13, 2025 | ASML ASML HOLDING NV | Buy | - | +24dFiling |
| Jun 12, 2025 | ASML ASML HOLDING NV | Buy | - | +25dFiling |
| Jun 26, 2025 | LEN LENNAR CORP-A | Buy | $15k - $50k | +11dFiling |
| Jun 26, 2025 | ASML ASML HOLDING NV | Buy | - | +11dFiling |
| Jun 30, 2025 | DHR DANAHER CORP | Buy | $50k - $100k | +7dFiling |
| Jun 16, 2025 | VMC VULCAN MATERIALS CO | Buy | $15k - $50k | +21dFiling |
| Jun 6, 2025 | ADSK AUTODESK INC DEL PV$0.01 | Buy | $15k - $50k | +31dFiling |
| Jun 9, 2025 | HWM HOWMET AEROSPACE INC | Buy | $15k - $50k | +28dFiling |
| Jun 6, 2025 | HWM HOWMET AEROSPACE INC | Buy | $15k - $50k | +31dFiling |
| Jun 16, 2025 | HLT HILTON WORLDWIDE HOLDINGS | Buy | $1k - $15k | +21dFiling |
| Jun 16, 2025 | SNPS SYNOPSYS INC | Buy | $1k - $15k | +21dFiling |
| Jun 12, 2025 | AER AERCAP HOLDINGS | Buy | $15k - $50k | +25dFiling |
| Jun 16, 2025 | LBRDB LIBERTY BROADBAND-C | Buy | $15k - $50k | +21dFiling |
| Jun 16, 2025 | META sp META PLATFORMS INC-CLASS A | Buy | - | +21dFiling |
| Jun 16, 2025 | SAFRF SAFRAN SA | Buy | - | +21dFiling |
| Jun 16, 2025 | ASML ASML HOLDING NV | Buy | - | +21dFiling |
| Jun 27, 2025 | GEV GE VERNOVA LLC | Buy | - | +10dFiling |
| Jun 16, 2025 | INTU INTUIT INC COM | Buy | $15k - $50k | +21dFiling |
| Jun 2, 2025 | PR PRX PROSUS NV | Buy | $15k - $50k | +35dFiling |
| Jun 16, 2025 | CHTR CHARTER COMMUNICATIONS INC-A | Buy | - | +21dFiling |
| Jun 26, 2025 | CDNS CADENCE DESIGN SYS INC | Buy | $15k - $50k | +11dFiling |
| Jun 16, 2025 | ABT ABBOTT LABS | Buy | - | +21dFiling |
| Jun 16, 2025 | SA SAPSE SAP SE | Buy | - | +21dFiling |
| Jun 16, 2025 | MA MASTERCARD INC | Buy | - | +21dFiling |
| Jun 16, 2025 | GE GE AEROSPACE | Buy | - | +21dFiling |
| Jun 16, 2025 | SH SHEL SHELL PLC | Buy | - | +21dFiling |
| Jun 27, 2025 | ABT ABBOTT LABS | Buy | - | +10dFiling |
| Jun 16, 2025 | FTNT FORTINET INC | Buy | - | +21dFiling |
| Jun 27, 2025 | MA MASTERCARD INC | Buy | - | +10dFiling |
| Jun 16, 2025 | GEV GE VERNOVA LLC | Buy | - | +21dFiling |
| Jun 27, 2025 | GE GE AEROSPACE | Buy | - | +10dFiling |
| Jun 27, 2025 | HWM HOWMET AEROSPACE INC | Buy | - | +10dFiling |
| Jun 16, 2025 | WDAY WORKDAY INC-CLASS A | Buy | $15k - $50k | +21dFiling |
| Jun 27, 2025 | NV NVO NOVO NORDISKAS ADA | Buy | $50k - $100k | +10dFiling |
| Jun 27, 2025 | ADSK AUTODESK INC DEL PvS0.01 | Buy | $50k - $100k | +10dFiling |
| Jun 16, 2025 | CMCSA COMCAST CORP-CLASS A | Buy | - | +21dFiling |
| Jun 16, 2025 | UNH UNITEDHEALTH GROUP INC | Buy | - | +21dFiling |
| Jun 27, 2025 | V VISA INC CL A SHRS | Buy | - | +10dFiling |
| Jun 16, 2025 | ANET ARISTA NETWORKS INC REG | Buy | - | +21dFiling |
| Jun 27, 2025 | DT DYNATRACE INC REG SHS | Buy | - | +10dFiling |
| Jun 16, 2025 | COP ff CONOCOPHILLIPS | Buy | $50k - $100k | +21dFiling |
| Jun 27, 2025 | FISV FISERV INC WISC PV 1CT | Buy | $50k - $100k | +10dFiling |
| Jun 16, 2025 | AMZN AMAZON COM INC COM | Buy | $50k - $100k | +21dFiling |
| Jun 27, 2025 | UBER UBER TECHNOLOGIES INC | Buy | $50k - $100k | +10dFiling |
| Jun 16, 2025 | MSFT MICROSOFT CORP | Buy | $50k - $100k | +21dFiling |
| Jun 27, 2025 | FTNT FORTINET INC | Buy | $50k - $100k | +10dFiling |
| Jun 27, 2025 | AVGO P BROADCOM INC | Buy | $50k - $100k | +10dFiling |
| Jun 27, 2025 | INTU INTUIT INC COM | Buy | $50k - $100k | +10dFiling |
| Jun 16, 2025 | NVDA NVIDIA | Buy | $50k - $100k | +21dFiling |
| Jun 27, 2025 | ANET ARISTA NETWORKS INC REG | Buy | $50k - $100k | +10dFiling |
| Jun 27, 2025 | META META PLATFORMS INC | Buy | $50k - $100k | +10dFiling |
| Jun 27, 2025 | AMZN AMAZON COM INC COM | Buy | $50k - $100k | +10dFiling |
| Jun 27, 2025 | MSFT MICROSOFT CORP | Buy | $50k - $100k | +10dFiling |
| Jun 27, 2025 | NVDA NVIDIA | Buy | $50k - $100k | +10dFiling |
| Jun 16, 2025 | NUE NUCOR CORPORATION | Buy | $50k - $100k | +21dFiling |
| Jun 20, 2025 | HUM HUMANA INC | Buy | $50k - $100k | +17dFiling |
| Jun 5, 2025 | CVX CHEVRON CORP | Buy | $50k - $100k | +32dFiling |
| Jun 27, 2025 | FDX FEDEX CORP DELAWARE COM | Buy | $50k - $100k | +10dFiling |
| Jun 5, 2025 | MUR MURPHY OIL CORP | Buy | $50k - $100k | +32dFiling |
| Jun 27, 2025 | GPN GLOBAL PMTS INC GEORGIA | Buy | $15k - $50k | +10dFiling |
| Jun 27, 2025 | LPLA LPL FINANCIAL HOLDINGS | Buy | $15k - $50k | +10dFiling |
| Jun 27, 2025 | ST ST SENSATA TECHNOLOGIES | Buy | $50k - $100k | +10dFiling |
| Jul 5, 2025 | SWK STANLEY BLACK & DECKER | Buy | $15k - $50k | +2dFiling |
| Jul 5, 2025 | INTC INTEL CORP | Buy | $50k - $100k | +2dFiling |
| Jul 5, 2025 | MUR MURPHY OIL CORP | Buy | $50k - $100k | +2dFiling |
| Jul 5, 2025 | VSH VISHAY INTERTECHNLGY | Buy | $50k - $100k | +2dFiling |
| Jul 5, 2025 | LVS LAS VEGAS SANDS CORP | Buy | $15k - $50k | +2dFiling |
| Jul 5, 2025 | HUM HUMANA INC | Buy | - | +2dFiling |
| Jul 5, 2025 | UTHR UNITED THERAPEUTICS CORP | Buy | $500k - $1M | +2dFiling |
| Jul 5, 2025 | NUE NUCOR CORPORATION | Buy | $50k - $100k | +2dFiling |
| Feb 5, 2025 | DLTR DOLLAR TREE INC | Buy | $50k - $100k | |
| Jul 5, 2025 | DOW DOW INC REG | Buy | $50k - $100k | +2dFiling |
| Jul 5, 2025 | CVX CHEVRON CORP | Buy | $50k - $100k | +2dFiling |
| Jul 5, 2025 | CVS CVS HEALTH CORP | Buy | $50k - $100k | +2dFiling |
| Jul 5, 2025 | IBM (NTL BUSINESS MACHINES | Buy | $50k - $100k | +2dFiling |
| Feb 5, 2025 | C P CITIGROUP INC COM NEW | Buy | $50k - $100k | |
| Jul 5, 2025 | EQH EQUITABLE HOLDINGS INC | Buy | $50k - $100k | +2dFiling |
| May 16, 2025 | UNH UNITEDHEALTH GROUP INC | Buy | $1k - $15k | +24dFiling |
| May 12, 2025 | NUE NUCOR CORPORATION | Buy | $15k - $50k | +28dFiling |
| May 15, 2025 | DT DYNATRACE INC REG SHS | Buy | - | +25dFiling |
| May 19, 2025 | HUM L HUMANA INC | Buy | - | +21dFiling |
| May 1, 2025 | ZI ZION Zions Bancorporation NA | Buy | - | +39dFiling |
| May 28, 2025 | WDAY WORKDAY INC | Buy | - | +12dFiling |
| May 1, 2025 | VG VGLT VANGUARD LONG TERM TAX | Buy | - | +39dFiling |
| May 28, 2025 | COF CAPITAL ONE FINANCIAL CORP i | Buy | - | +12dFiling |
| May 21, 2025 | WFC WELLS FARGO & CO | Buy | - | +19dFiling |
| May 19, 2025 | SWK STANLEY BLACK & DECKER | Buy | $15k - $50k | +21dFiling |
| May 20, 2025 | UNH f_ UNITEDHEALTH GROUP INC | Buy | $1k - $15k | +20dFiling |
| May 19, 2025 | MRK MERCK AND CO INC SHS | Buy | $1k - $15k | +21dFiling |
| May 28, 2025 | HUM HUMANA INC | Buy | $1k - $15k | +12dFiling |
| May 15, 2025 | V VISA INC CL A SHRS | Buy | $15k - $50k | +25dFiling |
| May 19, 2025 | ST ST SENSATA TECHNOLOGIES | Buy | $15k - $50k | +21dFiling |
| May 12, 2025 | GPN GLOBAL PMTS INC GEORGIA | Buy | $100k - $250k | +28dFiling |
| May 19, 2025 | KHC KRAFT HEINZ. CO SHS | Buy | $100k - $250k | +21dFiling |
| Apr 1, 2025 | VG VGLT VANGUARD LONG TERM TAX | Buy | - | +41dFiling |
| Apr 11, 2025 | SSD Simpson Manufacturing Co | Buy | - | +31dFiling |
| Apr 8, 2025 | DXCM DEXCOM INC | Buy | $50k - $100k | +34dFiling |
| Apr 23, 2025 | COP CONOCOPHILLIPS | Buy | - | +19dFiling |
| Apr 1, 2025 | PTC PTC INC | Buy | $50k - $100k | +41dFiling |
| Apr 10, 2025 | NUE NUCOR CORPORATION | Buy | $50k - $100k | +32dFiling |
| Apr 8, 2025 | GEV GE VERNOVA LLC | Buy | $50k - $100k | +34dFiling |
| Apr 10, 2025 | HUM HUMANA INC | Buy | $50k - $100k | +32dFiling |
| Apr 8, 2025 | NFLX NETFLIX COM INC | Buy | $50k - $100k | +34dFiling |
| Apr 2, 2025 | BJW BJ's Wholesale Club Holdings | Buy | $15k - $50k | +40dFiling |
| Apr 7, 2025 | SWK STANLEY BLACK & DECKER | Buy | $50k - $100k | +35dFiling |
| Apr 14, 2025 | COP CONOCOPHILLIPS | Buy | - | +28dFiling |
| Apr 15, 2025 | COP CONOCOPHILLIPS | Buy | - | +27dFiling |
| Apr 11, 2025 | GOOGL ALPHABET INC | Buy | - | +31dFiling |
| Apr 15, 2025 | MSA MSA Safety Incorporated iE | Buy | $50k - $100k | +27dFiling |
| Apr 28, 2025 | FISV FISERV INC WISC PV 1CT | Buy | $50k - $100k | +14dFiling |
| Apr 24, 2025 | UNH UNITEDHEALTH GROUP INC | Buy | $15k - $50k | +18dFiling |
| Apr 8, 2025 | FTNT FORTINET INC | Buy | $15k - $50k | +34dFiling |
| Apr 8, 2025 | AVGO BROADCOM INC | Buy | $15k - $50k | +34dFiling |
| Apr 8, 2025 | NVDA NVIDIA | Buy | $15k - $50k | +34dFiling |
| Apr 8, 2025 | AMZN AMAZON COM INC COM | Buy | $15k - $50k | +34dFiling |
| Apr 8, 2025 | UBER UBER TECHNOLOGIES INC | Buy | $15k - $50k | +34dFiling |
| Apr 8, 2025 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +34dFiling |
| Apr 7, 2025 | HAYW Hayward Holdings, inc. I | Buy | $15k - $50k | +35dFiling |
| Apr 4, 2025 | OMF ONEMAIN HLDGS INCCOM | Buy | $15k - $50k | +38dFiling |
| Apr 7, 2025 | ARW Arrow Electronics, Inc. | Buy | $15k - $50k | +35dFiling |
| Apr 4, 2025 | NSIT Insight Enterprises, inc. | Buy | $15k - $50k | +38dFiling |
| Apr 1, 2025 | LEN LENNAR CORP | Buy | $15k - $50k | +41dFiling |
| Apr 2, 2025 | AON AON PLC | Buy | - | +40dFiling |
| Apr 14, 2025 | AON AON PLC | Buy | - | +28dFiling |
| Apr 14, 2025 | SH SHEL SHELL PLC | Buy | - | +28dFiling |
| Apr 1, 2025 | DF DFAE DFA EMERGING MARKETS | Buy | - | +41dFiling |
| May 5, 2025 | GOOGL ALPHABET INC | Buy | - | +7dFiling |
| Apr 11, 2025 | META P META PLATFORMS INC | Buy | - | +31dFiling |
| Apr 23, 2025 | SH SHEL P SHELL PLC | Buy | - | +19dFiling |
| Apr 11, 2025 | AMZN AMAZON.COM INC | Buy | $15k - $50k | +31dFiling |
| Apr 14, 2025 | BJW BJ's Wholesale Club Holdings | Buy | $15k - $50k | +28dFiling |
| Apr 14, 2025 | G GENPACT LTD | Buy | $15k - $50k | +28dFiling |
| Apr 28, 2025 | ANET ARISTA NETWORKS INC REG | Buy | $50k - $100k | +14dFiling |
| Apr 8, 2025 | AJG GALLAGHER ARTHUR J & CO | Buy | $50k - $100k | +34dFiling |
| Apr 2, 2025 | MRK MERCK AND CO INC SHS | Buy | $50k - $100k | +40dFiling |
| Apr 10, 2025 | CACI CACI INTL INC CLA | Buy | $50k - $100k | +32dFiling |
| Apr 8, 2025 | DLTR DOLLAR TREE INC | Buy | $50k - $100k | +34dFiling |
| Apr 10, 2025 | DOW DOW INC REG | Buy | $50k - $100k | +32dFiling |
| Apr 10, 2025 | CVS CVS HEALTH CORP | Buy | $50k - $100k | +32dFiling |
| Apr 2, 2025 | KHC KRAFT HEINZ CO SHS | Buy | $50k - $100k | +40dFiling |
| Apr 4, 2025 | NVT nVent Electric | Buy | $15k - $50k | +38dFiling |
| Mar 13, 2025 | UNH UNITEDHEALTH GROUP INC | Buy | $25M - $50M | +35dFiling |
| Mar 26, 2025 | LEN LENNAR CORP | Buy | $25M - $50M | +22dFiling |
| Mar 18, 2025 | MSFT MICROSOFT CORP | Buy | $25M - $50M | +30dFiling |
| Apr 5, 2025 | WWD WOODWARD INC J | Buy | $25M - $50M | +12dFiling |
| Mar 19, 2025 | CHTR CHARTER COMMUNICATIONS INC | Buy | $25M - $50M | +29dFiling |
| Mar 26, 2025 | AON AON PLC | Buy | $25M - $50M | +22dFiling |
| Mar 19, 2025 | AON AON PLC | Buy | $25M - $50M | +29dFiling |
| Mar 21, 2025 | VMC VULCAN MATERIALS CO | Buy | $25M - $50M | +27dFiling |
| Mar 17, 2025 | MLM MARTIN MARIETTA MATERIALS | Buy | $25M - $50M | +31dFiling |
| Mar 5, 2025 | EL ESTEE LAUDER COMPANIES | Buy | - | +43dFiling |
| Mar 10, 2025 | VVV VALVOLINE INC 1of4 | Buy | - | +38dFiling |
| Apr 5, 2025 | EL ESTEE LAUDER COMPANIES | Buy | - | +12dFiling |
| Mar 12, 2025 | V VISA INC | Buy | - | +36dFiling |
| Mar 6, 2025 | V VISA INC | Buy | - | +42dFiling |
| Mar 11, 2025 | V VISA INC | Buy | - | +37dFiling |
| Mar 14, 2025 | V VISA INC | Buy | - | +34dFiling |
| Mar 11, 2025 | AON AON PLC 2off | Buy | $25M - $50M | +37dFiling |
| Mar 4, 2025 | TRS TriMas Corp | Buy | $25M - $50M | +44dFiling |
| Mar 6, 2025 | CACI CACTI INTL INC CL A | Buy | $1M - $5M | +42dFiling |
| Mar 4, 2025 | KHC KRAFT HEINZ CO SHS | Buy | Over $50M | +44dFiling |
| Mar 4, 2025 | T AT&T INC | Buy | $25M - $50M | +44dFiling |
| Mar 6, 2025 | NFG oP NAT FUEL GAS CO Ni $1 | Buy | Over $50M | +42dFiling |
| Jan 16, 2025 | HLI Houlihan Lokey Inc | Buy | $50k - $100k | +26dFiling |
| Jan 9, 2025 | PR PRX PROSUS NV | Buy | - | +33dFiling |
| Jan 21, 2025 | AAPL APPLE INC | Buy | - | +21dFiling |
| Jan 28, 2025 | TPR TAPESTRY INC | Buy | - | +14dFiling |
| Jan 9, 2025 | COP ? CONOCOPHILLIPS. | Buy | - | +33dFiling |
| Jan 30, 2025 | ANET ARISTANETWORKS INC REG | Buy | $50k - $100k | +12dFiling |
| Jan 30, 2025 | NVDA NVIDIA | Buy | - | +12dFiling |
| Jan 27, 2025 | GE GE AEROSPACE | Buy | $50k - $100k | +15dFiling |
| Jan 23, 2025 | HUM HUMANA INC | Buy | - | +19dFiling |
| Jan 13, 2025 | GPC GENUINE PARTS CO | Buy | - | +29dFiling |
| Jan 13, 2025 | CVS CVS HEALTH CORP | Buy | $50k - $100k | +29dFiling |
| Jan 30, 2025 | AVGO BROADCOM INC | Buy | $50k - $100k | +12dFiling |
| Jan 21, 2025 | GE GE AEROSPACE | Buy | $50k - $100k | +21dFiling |
| Jan 21, 2025 | WTM White Mountains Insurance Group Ltd EE D_v232025 ff 2/s/202s | Buy | - | +21dFiling |
| Jan 23, 2025 | DCI Donaldson Company, Inc. | Buy | - | +19dFiling |
| Jan 9, 2025 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +33dFiling |
| Jan 31, 2025 | GEV GE VERNOVA INC | Buy | $1k - $15k | +11dFiling |
| Jan 30, 2025 | SA SAPSE SAP SE | Buy | $15k - $50k | +12dFiling |
| Jan 9, 2025 | HLT HILTON WORLDWIDE HOLDINGS | Buy | $15k - $50k | +33dFiling |
| Jan 9, 2025 | SAFRF SAFRAN SA | Buy | - | +33dFiling |
| Jan 9, 2025 | META META PLATFORMS INC | Buy | - | +33dFiling |
| Jan 9, 2025 | WWD WOODWARD INC | Buy | - | +33dFiling |
| Jan 9, 2025 | TS TSM TAIWAN SEMICONDUCTOR it | Buy | - | +33dFiling |
| Jan 9, 2025 | V VISA INC | Buy | $15k - $50k | +33dFiling |
| Jan 30, 2025 | AVGO BROADCOM INC | Buy | $50k - $100k | +12dFiling |
| Jan 21, 2025 | GE GE AEROSPACE | Buy | $50k - $100k | +21dFiling |
| Jan 21, 2025 | WTM White Mountains Insurance Group Ltd EE D_v232025 ff 2/s/202s | Buy | - | +21dFiling |
| Jan 9, 2025 | AER AERCAP HOLDINGS | Buy | - | +33dFiling |
| Jan 23, 2025 | CVX CHEVRON CORP | Buy | - | +19dFiling |
| Jan 9, 2025 | BA BAYRY BAYER AG | Buy | $1k - $15k | +33dFiling |
| Jan 9, 2025 | HUM HUMANA INC | Buy | - | +33dFiling |
| Jan 9, 2025 | CHTR CHARTER COMMUNICATIONS INC | Buy | - | +33dFiling |
| Jan 9, 2025 | PA PAPLC PLC | Buy | - | +33dFiling |
| Jan 13, 2025 | CVS CVS HEALTH CORP | Buy | $50k - $100k | +29dFiling |
| Jan 9, 2025 | ELV ELEVANCE HEALTH INC | Buy | - | +33dFiling |
| Jan 9, 2025 | SA SAPSE SAP SE | Buy | $15k - $50k | +33dFiling |
| Jan 9, 2025 | CMCSA COMCAST CORP | Buy | $50k - $100k | +33dFiling |
| Jan 9, 2025 | UNH UNITEDHEALTH GROUP INC | Buy | $250k - $500k | +33dFiling |
| Jan 23, 2025 | HUM HUMANA INC | Buy | - | +19dFiling |
| Jan 27, 2025 | GE GE AEROSPACE | Buy | $50k - $100k | +15dFiling |
| Jan 30, 2025 | NVDA NVIDIA | Buy | - | +12dFiling |
| Jan 13, 2025 | GPC GENUINE PARTS CO | Buy | - | +29dFiling |
| Jan 30, 2025 | ANET ARISTANETWORKS INC REG | Buy | $50k - $100k | +12dFiling |
| Jan 9, 2025 | COP ? CONOCOPHILLIPS. | Buy | - | +33dFiling |
| Dec 20, 2024 | CNM CORE & MAIN INC COMCLA | Buy | $1k - $15k | +26dFiling |
| Dec 19, 2024 | HAYW Hayward Holdings, Inc. | Buy | $50k - $100k | +27dFiling |
| Dec 13, 2024 | VVV VALVOLINE INC | Buy | - | +33dFiling |
| Dec 16, 2024 | CMCSA COMCAST CorP | Buy | - | +30dFiling |
| Dec 24, 2024 | COP CONOCOPHILLIPS | Buy | - | +22dFiling |
| Dec 23, 2024 | NV NVO NOVO NORDISK AS ADR | Buy | - | +23dFiling |
| Dec 11, 2024 | DCI Donaldson Company, Inc. | Buy | $100k - $250k | +35dFiling |
| Dec 12, 2024 | FCFS FirstCash Holdings | Buy | $15k - $50k | +34dFiling |
| Dec 6, 2024 | HWM HOWMET AEROSPACE INC | Buy | - | +40dFiling |
| Dec 6, 2024 | FISV FISERV INC WISC PV 1CT iE f | Buy | $1k - $15k | +40dFiling |
| Dec 12, 2024 | WDAY WORKDAY INC | Buy | $1k - $15k | +34dFiling |
| Dec 10, 2024 | HSIC Henry Schein, inc. | Buy | $15k - $50k | +36dFiling |
| Dec 20, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +26dFiling |
| Dec 6, 2024 | DT DYNATRACE INC REG SH | Buy | $15k - $50k | +40dFiling |
| Dec 13, 2024 | NFLX NETFLIX INC | Buy | $15k - $50k | +33dFiling |
| Dec 13, 2024 | CVS CVS HEALTH CORP | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | C CITIGROUP INC COM NEW | Buy | - | +33dFiling |
| Dec 12, 2024 | DF DFAE L DFAEMERGING MARKETS | Buy | $1k - $15k | +34dFiling |
| Dec 2, 2024 | IE VANGUARD LONG TERM TAX iE | Buy | $15k - $50k | +44dFiling |
| Dec 26, 2024 | VT VTI VANGUARD TOTAL STOCK | Buy | $1k - $15k | +20dFiling |
| Dec 13, 2024 | IBM INTLBUSINESS MACHINES + | Buy | $15k - $50k | +33dFiling |
| Dec 13, 2024 | ST ST SENSATA TECHNOLOGIES | Buy | - | +33dFiling |
| Dec 13, 2024 | NFG NATFUELGASCONSSI | Buy | $1k - $15k | +33dFiling |
| Dec 24, 2024 | CMCSA COMCAST CORP | Buy | - | +22dFiling |
| Dec 23, 2024 | AA ALCOA CORP | Buy | $15k - $50k | +23dFiling |
| Dec 20, 2024 | CTS CTS CORP | Buy | $1k - $15k | +26dFiling |
| Dec 20, 2024 | PRI PRIMERICA INC | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | TKR TIMKEN CO COM | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | ATR AptarGroup, tnc. | Buy | $50k - $100k | +26dFiling |
| Dec 20, 2024 | CSL Carlisle Companies, Inc. | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | ZI ZION Zions Bancorporation NA | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | TRS TriMas Corp | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | AIT Applied Industrial Technologies | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | SKX Skechers USA inc | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | FCFS FirstCash Holdings | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | NVT nVentElectric | Buy | $50k - $100k | +26dFiling |
| Dec 20, 2024 | GTES Gates Industrial Corp PLC | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | ARW Arrow Electronics, Inc. | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | NSIT insight Enterprises, Inc. | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | VVV VALVOLINE INC | Buy | $1k - $15k | +26dFiling |
| Dec 20, 2024 | DCI Donaldson Company, Inc. | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | WTM White Mountains Insurance Group Ltd | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | HSIC Henry Schein, Inc. | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | ARMK ARAMARK COM | Buy | $1k - $15k | +26dFiling |
| Dec 20, 2024 | PLXS PLEXUS COR | Buy | $1k - $15k | +26dFiling |
| Dec 20, 2024 | HLI Houlihan Lokey inc | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | G GENPACT LTD | Buy | $15k - $50k | +26dFiling |
| Dec 23, 2024 | ADBE ADOBE INC | Buy | $15k - $50k | +23dFiling |
| Dec 24, 2024 | CHTR CHARTER COMMUNICATIONS INC | Buy | $15k - $50k | +22dFiling |
| Dec 5, 2024 | CSL Carlisle Companies, Inc. | Buy | $1k - $15k | +41dFiling |
| Dec 13, 2024 | PLXS PLEXUS CORP | Buy | - | +33dFiling |
| Dec 24, 2024 | OXY OCCIDENTAL PETROLEUM CORP | Buy | - | +22dFiling |
| Dec 6, 2024 | AAPL APPLE INC | Buy | - | +40dFiling |
| Dec 12, 2024 | IPG Interpublic Group of Companies Inc | Buy | - | +34dFiling |
| Dec 13, 2024 | LPLA ° LPL FINANCIAL HOLDINGS | Buy | - | +33dFiling |
| Dec 13, 2024 | INTC INTEL CORP | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | MUR MURPHY OIL CORP | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | GPC GENUINE PARTS CO | Buy | - | +33dFiling |
| Dec 13, 2024 | ALLY ALLY FINL INC | Buy | - | +33dFiling |
| Dec 13, 2024 | FDX FEDEX CORP DELAWARE COM —TT | Buy | - | +33dFiling |
| Dec 13, 2024 | MRK MERCK AND CO INC SHS | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | DOW DOW INC REG | Buy | - | +33dFiling |
| Dec 13, 2024 | TPR TAPESTRY INC | Buy | - | +33dFiling |
| Dec 13, 2024 | LVS f_LAS VEGAS SANDS CorP | Buy | - | +33dFiling |
| Dec 13, 2024 | GPN GLOBAL PMTS INC GEORGIA a | Buy | - | +33dFiling |
| Dec 13, 2024 | KHC KRAFT HEINZ CO SHS | Buy | - | +33dFiling |
| Dec 13, 2024 | DLTR DOLLAR TREE INC | Buy | - | +33dFiling |
| Dec 13, 2024 | UTHR UNITED THERAPEUTICS CORP | Buy | - | +33dFiling |
| Dec 13, 2024 | COR CENCORA INC | Buy | - | +33dFiling |
| Dec 13, 2024 | IBM INTL BUSINESS MACHINES | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | CVX CHEVRON CORP | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | ST ST P SENSATA TECHNOLOGIES | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | VSH VISHAY INTERTECHNLGY | Buy | - | +33dFiling |
| Dec 13, 2024 | TSN TYSON FOODS INC CLA | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | NFG NAT FUEL GAS CO NY $2 | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | T AT&T INC | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | ALL ALLSTATE CORP DEL COM | Buy | $50k - $100k | +33dFiling |
| Dec 13, 2024 | EQH EQUITABLE HOLDINGS INC | Buy | $50k - $100k | +33dFiling |
| Dec 12, 2024 | PC PCEQV EQV | Buy | - | +34dFiling |
| Dec 16, 2024 | CMCSA COMCAST CORP | Buy | - | +30dFiling |
| Dec 11, 2024 | DCI Donaldson Company, inc. | Buy | $15k - $50k | +35dFiling |
| Dec 23, 2024 | NV NVO pC NOVO NORDISK AS ADR | Buy | $15k - $50k | +23dFiling |
| Dec 6, 2024 | FISV FISERV INC WISC PV 1CT | Buy | - | +40dFiling |
| Dec 6, 2024 | DT pC DYNATRACE INC REG SHS | Buy | $1k - $15k | +40dFiling |
| Dec 20, 2024 | ATR AptarGroup, Inc. | Buy | $1k - $15k | +26dFiling |
| Dec 20, 2024 | ZI ZION Zions Bancorporation NA. | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | AIT Applied industrial Technologies | Buy | $1k - $15k | +26dFiling |
| Dec 20, 2024 | SKX Skechers USA Inc | Buy | $1k - $15k | +26dFiling |
| Dec 20, 2024 | VVV DE VALVOLINE INC | Buy | $1k - $15k | +26dFiling |
| Dec 20, 2024 | BJ BJ's Wholesale Club Holdings | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | PLXS PLEXUS CORP | Buy | $15k - $50k | +26dFiling |
| Dec 20, 2024 | HLI Houlihan Lokey Inc | Buy | $15k - $50k | +26dFiling |
| Dec 5, 2024 | CSL Carlisle Companies, Inc. t | Buy | - | +41dFiling |
| Dec 24, 2024 | OXY OCCIDENTAL PETROLEUM CORP j | Buy | - | +22dFiling |
| Dec 12, 2024 | IPG Interpublic Group of Companies Inc l x! | Buy | - | +34dFiling |
| Dec 13, 2024 | MUR pC MURPHY OIL CORP | Buy | $1k - $15k | +33dFiling |
| Dec 13, 2024 | FDX FEDEX CORP DELAWARE COM | Buy | $15k - $50k | +33dFiling |
| Dec 13, 2024 | TPR TAPESTRY ING | Buy | $15k - $50k | +33dFiling |
| Dec 13, 2024 | GPN GLOBAL PMTS INC GEORGIA | Buy | $15k - $50k | +33dFiling |
| Dec 13, 2024 | UTHR UNITED THERAPEUTICS CORP , I | Buy | $15k - $50k | +33dFiling |
| Dec 12, 2024 | DF DFAE DFA EMERGING MARKETS | Buy | $15k - $50k | +34dFiling |
| Dec 2, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | +44dFiling |
| Nov 4, 2024 | ABT ABBOTT LABS | Buy | $1k - $15k | +42dFiling |
| Nov 19, 2024 | V VISA INC CLA SHRS | Buy | - | +27dFiling |
| Nov 19, 2024 | ANET ARISTA NETWORKS INC | Buy | $50k - $100k | +27dFiling |
| Nov 19, 2024 | HUM HUMANA INC | Buy | $50k - $100k | +27dFiling |
| Nov 19, 2024 | FISV FISERV INC WISC PV 1CT | Buy | $50k - $100k | +27dFiling |
| Nov 19, 2024 | WDAY WORKDAY INC | Buy | $15k - $50k | +27dFiling |
| Nov 22, 2024 | AIT Applied Industrial Technologies | Buy | $15k - $50k | +24dFiling |
| Nov 19, 2024 | AMZN AMAZON COMINC COM | Buy | $50k - $100k | +27dFiling |
| Nov 19, 2024 | COP CONOCOPHILLIPS | Buy | $50k - $100k | +27dFiling |
| Nov 4, 2024 | ASML ASML HLDG NV NY REG SHS. | Buy | $50k - $100k | +42dFiling |
| Nov 19, 2024 | FTNT FORTINET INC | Buy | - | +27dFiling |
| Nov 19, 2024 | CHTR CHARTER COMMUNICATIONS INC | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | NVDA NVIDIA | Buy | $50k - $100k | +27dFiling |
| Nov 18, 2024 | VO VOO VANGUARD INDEX FUNDS S&P S00 ETF | Buy | $1k - $15k | +28dFiling |
| Nov 6, 2024 | GPN GLOBAL PMTS INC GEORGIA | Buy | $50k - $100k | +40dFiling |
| Nov 19, 2024 | GPC GENUINE PARTS CO | Buy | - | +27dFiling |
| Nov 19, 2024 | C CITIGROUP INC COM NEW | Buy | $50k - $100k | +27dFiling |
| Nov 6, 2024 | UTHR UNITED THERAPEUTICS CORP | Buy | $15k - $50k | +40dFiling |
| Nov 20, 2024 | LPLA LPL FINANCIAL HOLDINGS | Buy | $15k - $50k | +26dFiling |
| Nov 20, 2024 | MUR MURPHY OIL CORP | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | ALLY ALLY FINL INC | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | INTC INTEL CORP | Buy | $50k - $100k | +26dFiling |
| Nov 19, 2024 | COR CENCORA INC | Buy | $50k - $100k | +27dFiling |
| Nov 20, 2024 | LVS LAS VEGAS SANDS CORP | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | TPR TAPESTRY INC | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | MRK MERCK AND CO INC SHS | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | DOW DOW INC REG | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | GPN GLOBAL PMTS INC GEORGIA | Buy | - | +26dFiling |
| Nov 20, 2024 | KHC KRAFT HEINZ CO SHS | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | UTHR UNITED THERAPEUTICS CORP | Buy | $15k - $50k | +26dFiling |
| Nov 20, 2024 | COR CENCORA INC | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | FDX FEDEX CORP DELAWARE COM | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | IBM INTL BUSINESS MACHINES | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | CVX CHEVRON CORP | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | TSN TYSON FOODS INCCLA | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | T AT&T INC | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | ALL ALLSTATE CORP DEL COM | Buy | $50k - $100k | +26dFiling |
| Nov 20, 2024 | EQH P EQUITABLE HOLDINGS INC | Buy | - | +26dFiling |
| Nov 19, 2024 | UTHR UNITED THERAPEUTICS CORP | Buy | - | +27dFiling |
| Nov 1, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | - | +45dFiling |
| Nov 13, 2024 | EQ EQVX EQV | Buy | - | +33dFiling |
| Nov 22, 2024 | ARW Arrow Electronics, tnc. | Buy | $15k - $50k | +24dFiling |
| Nov 8, 2024 | DT DYNATRACE INC REG SHS K | Buy | $15k - $50k | +38dFiling |
| Nov 19, 2024 | V VISA INC | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | AA pC ALCOA CORP | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | WWD pC WOODWARD INC | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | UBER MR OC HF UBER TECHNOLOGIES [NC Si | Buy | - | +27dFiling |
| Nov 19, 2024 | OXY MB DC RR J OCCIDENTAL PETROLEUM CORP SI | Buy | - | +27dFiling |
| Nov 19, 2024 | FISV ME OC Bf FISERV SNC WESC PV, | Buy | - | +27dFiling |
| Nov 19, 2024 | UNH HE OC BN J RUNITEDHEALTH GROUP. (NC SRD | Buy | - | +27dFiling |
| Nov 15, 2024 | WDAY HE OC BR WORKDAY, (NC | Buy | - | +31dFiling |
| Nov 19, 2024 | COP pC CONOCOPHILLIPS | Buy | - | +27dFiling |
| Nov 19, 2024 | GOOGL ALPHABET INCSHS CLA | Buy | - | +27dFiling |
| Nov 19, 2024 | AMZN AMAZON COM INC COM | Buy | - | +27dFiling |
| Nov 19, 2024 | MSFT pC + MICROSOFT CORP | Buy | - | +27dFiling |
| Nov 18, 2024 | VO VOO I VANGUARD INDEX FUNDS S&P 500 ETF | Buy | - | +28dFiling |
| Nov 6, 2024 | UTHR pC UNITED THERAPEUTICS CORP | Buy | $1k - $15k | +40dFiling |
| Nov 20, 2024 | COR Dt CENCORA INC | Buy | - | +26dFiling |
| Nov 20, 2024 | TSN TYSON FOODS INC CLA | Buy | - | +26dFiling |
| Nov 20, 2024 | NFG NAT FUEL GAS CO Ni $1 | Buy | - | +26dFiling |
| Nov 20, 2024 | ALL ALLSTATE CORP OEL COM | Buy | - | +26dFiling |
| Nov 20, 2024 | EQH EQUITABLE HOLDINGS INC | Buy | - | +26dFiling |
| Nov 19, 2024 | PR PRX “sp PROSUS NV | Buy | - | +27dFiling |
| Nov 19, 2024 | ADBE ADOBE INC | Buy | - | +27dFiling |
| Nov 19, 2024 | OXY OCCIDENTAL PETROLEUM CORP | Buy | - | +27dFiling |
| Nov 19, 2024 | AER AERCAP HOLDINGS | Buy | - | +27dFiling |
| Nov 19, 2024 | DT DYNATRACE INC REG SHS | Buy | - | +27dFiling |
| Nov 19, 2024 | ELV ELEVANCE HEALTH INC | Buy | - | +27dFiling |
| Nov 19, 2024 | SA SAPSE SAP SE | Buy | - | +27dFiling |
| Nov 1, 2024 | ASML ASML HLDG NV NY REG SHS | Buy | - | +45dFiling |
| Nov 8, 2024 | AAPL APPLE INC | Buy | - | +38dFiling |
| Nov 19, 2024 | MA MASTERCARD INC | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | CMCSA COMCAST CORP | Buy | - | +27dFiling |
| Nov 19, 2024 | AA ALCOA CORP | Buy | - | +27dFiling |
| Nov 19, 2024 | COF CAPITAL ONE FINANCIAL CORP | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | TS TSM TAIWAN SEMICONDUCTOR | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | ABT ABBOTT LABS | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | CDNS CADENCE DESIGN SYS INC | Buy | $15k - $50k | +27dFiling |
| Nov 12, 2024 | AAPL APPLE INC | Buy | $1k - $15k | +34dFiling |
| Nov 19, 2024 | META META PLATFORMS INC | Buy | $15k - $50k | +27dFiling |
| Nov 7, 2024 | TRS TriMas Corp | Buy | $15k - $50k | +39dFiling |
| Nov 19, 2024 | INTU INTUITINC COM | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | SNPS SYNOPSYS INC | Buy | $15k - $50k | +27dFiling |
| Nov 6, 2024 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +40dFiling |
| Nov 19, 2024 | HWM HOWMET AEROSPACE INC | Buy | $15k - $50k | +27dFiling |
| Nov 12, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +34dFiling |
| Nov 19, 2024 | SAFRF SAFRAN SA | Buy | - | +27dFiling |
| Nov 19, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | HLT HILTON WORLDWIDE HOLDINGS | Buy | $1k - $15k | +27dFiling |
| Nov 12, 2024 | AAPL pC APPLE INC | Buy | - | +34dFiling |
| Nov 27, 2024 | NFLX NETFLIX INC | Buy | $1k - $15k | +19dFiling |
| Nov 18, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +28dFiling |
| Nov 22, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +24dFiling |
| Nov 19, 2024 | GEV GE VERNOVA LLC | Buy | $1k - $15k | +27dFiling |
| Nov 19, 2024 | BA BAYRY BAYER AG | Buy | - | +27dFiling |
| Nov 19, 2024 | NV NVO T NOVO NORDISK AS ADR | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | VO VOO VANGUARD INDEX FUNDS S&P 500 ETF | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | AON AON PLC | Buy | $15k - $50k | +27dFiling |
| Nov 19, 2024 | SH SHEL SHELL PLC | Buy | $50k - $100k | +27dFiling |
| Nov 18, 2024 | NFLX NETFLIX INC | Buy | $1k - $15k | +28dFiling |
| Nov 19, 2024 | NFLX NETFLIX INC | Buy | $1k - $15k | +27dFiling |
| Nov 19, 2024 | MSFT MICROSOFT CORP | Buy | $1k - $15k | +27dFiling |
| Nov 19, 2024 | GOOGL ALPHABET INC | Buy | $50k - $100k | +27dFiling |
| Nov 19, 2024 | AAPL APPLE INC | Buy | - | +27dFiling |
| Nov 8, 2024 | DT DYNATRACE INC REG SHS iE | Buy | $15k - $50k | +38dFiling |
| Nov 1, 2024 | UBER UBER TECHNOLOGIES INC | Buy | $15k - $50k | +45dFiling |
| Nov 12, 2024 | FTNT FORTINET INC | Buy | $15k - $50k | +34dFiling |
| Nov 14, 2024 | ARMK ARAMARK COM | Buy | $50k - $100k | +32dFiling |
| Nov 8, 2024 | LBRDA LIBERTY BROADBAND | Buy | $15k - $50k | +38dFiling |
| Nov 22, 2024 | ARW Arrow Electronics, inc. | Buy | $100k - $250k | +24dFiling |
| Oct 31, 2024 | NV NVO NOVO NORDISK AS ADR | Buy | - | +12dFiling |
| Oct 1, 2024 | VT VTI VANGUARD TOTAL STOCK | Buy | $15k - $50k | +42dFiling |
| Oct 1, 2024 | DF DFAE DFA EMERGING MARKETS | Buy | $1k - $15k | +42dFiling |
| Oct 22, 2024 | LS LSEG LONDON STOCK EXCHG | Buy | $50k - $100k | +21dFiling |
| Oct 25, 2024 | WDAY WORKDAY INC | Buy | $50k - $100k | +18dFiling |
| Oct 24, 2024 | COP CONOCOPHILLIPS | Buy | $1k - $15k | +19dFiling |
| Oct 3, 2024 | WDAY WORKDAY INC | Buy | $50k - $100k | +40dFiling |
| Oct 30, 2024 | FCFS FirstCash Holdings | Buy | $15k - $50k | +13dFiling |
| Oct 31, 2024 | NV NVO NOVO NORDISK A S ADR | Buy | $15k - $50k | +12dFiling |
| Oct 25, 2024 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +18dFiling |
| Oct 25, 2024 | FTNT FORTINET INC | Buy | $15k - $50k | +18dFiling |
| Oct 25, 2024 | ASML ASML HLOG NV NY REG SHS | Buy | $15k - $50k | +18dFiling |
| Oct 28, 2024 | AIT Applied Industrial Technologies | Buy | $15k - $50k | +15dFiling |
| Oct 30, 2024 | ASML ASML HLDG NV NY REG SHS | Buy | $15k - $50k | +13dFiling |
| Oct 3, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +40dFiling |
| Oct 25, 2024 | V VISA INC CL A SHRS | Buy | - | +18dFiling |
| Oct 25, 2024 | INTU INTUIT INC | Buy | $15k - $50k | +18dFiling |
| Oct 10, 2024 | CSL Carlisle Companies, inc. X% | Buy | - | +33dFiling |
| Oct 24, 2024 | OXY OCCIDENTAL PETROLEUM CORP | Buy | $250k - $500k | +19dFiling |
| Oct 31, 2024 | ASML ASML HLDG NV NY REG SHS | Buy | $15k - $50k | +12dFiling |
| Oct 9, 2024 | COR CENCORA INC | Buy | $1k - $15k | +34dFiling |
| Oct 9, 2024 | MRK MERCK AND CO INC | Buy | - | +34dFiling |
| Oct 28, 2024 | IBM INTL BUSINESS MACHINE | Buy | - | +15dFiling |
| Oct 1, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $15k - $50k | +42dFiling |
| Oct 25, 2024 | UBER UBER TECHNOLOGIES INC | Buy | $15k - $50k | +18dFiling |
| Oct 30, 2024 | CDNS CADENCE DESIGN SYS INC ® | Buy | $1k - $15k | +13dFiling |
| Oct 25, 2024 | ASML ASML HLDG NV NY REG SHS | Buy | - | +18dFiling |
| Oct 30, 2024 | ASML ASML HLOG NV NY REG SHS | Buy | - | +13dFiling |
| Oct 28, 2024 | AIT Applied Industrial Technologies % | Buy | - | +15dFiling |
| Nov 5, 2024 | GEV GE VERNOVA INE K 10/3/2t124 | Buy | $15k - $50k | +7dFiling |
| Oct 9, 2024 | MRK MERCK AND CO INC SHS | Buy | $15k - $50k | +34dFiling |
| Oct 28, 2024 | IBM INTL BUSINESS MACHINES | Buy | - | +15dFiling |
| Sep 16, 2024 | HWM pC HOWMET AEROSPACE INC | Buy | - | +24dFiling |
| Sep 20, 2024 | ARMK ARAMARK COM | Buy | - | +20dFiling |
| Sep 3, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | +37dFiling |
| Sep 19, 2024 | AIG AMERICAN INTERNATIONAL | Buy | $50k - $100k | +21dFiling |
| Sep 30, 2024 | CVX CHEVRON CORP | Buy | $15k - $50k | +10dFiling |
| Sep 20, 2024 | ARMK ARAMARKCOM | Buy | - | +20dFiling |
| Sep 16, 2024 | HWM HOWMET AEROSPACE INC | Buy | - | +24dFiling |
| Sep 16, 2024 | GEV GE VERNOVA LLC | Buy | $100k - $250k | +24dFiling |
| Sep 3, 2024 | VG VGLT VANGUARD LONG TERM TA | Buy | $1k - $15k | +37dFiling |
| Sep 19, 2024 | AIG =. AMERICAN INTERNATIONAL | Buy | - | +21dFiling |
| Sep 30, 2024 | MUR MURPHY OIL CORP | Buy | $1k - $15k | +10dFiling |
| Sep 25, 2024 | GEV pC GE VERNOVA INC | Buy | $1k - $15k | +15dFiling |
| Sep 10, 2024 | CNM CORE & MAIN INC COMCL A | Buy | $15k - $50k | +30dFiling |
| Sep 13, 2024 | WDAY pC WORKDAY INC | Buy | - | +27dFiling |
| Sep 30, 2024 | MUR MURPHY Oil CORP | Buy | $15k - $50k | +10dFiling |
| Sep 19, 2024 | INTC INTEL CORP | Buy | $50k - $100k | +21dFiling |
| Sep 23, 2024 | WDAY WORKDAY INC | Buy | $15k - $50k | +17dFiling |
| Sep 13, 2024 | WDAY WORKDAY INC | Buy | - | +27dFiling |
| Sep 10, 2024 | CNM CORE & MAIN INC COMCLA | Buy | - | +30dFiling |
| Sep 25, 2024 | GEV GE VERNOVA INC | Buy | $100k - $250k | +15dFiling |
| Sep 6, 2024 | BJ BJ's Wholesale Club Holdings | Buy | - | +34dFiling |
| Sep 19, 2024 | GPN GLOBAL PMTS INC GEORGIA | Buy | $50k - $100k | +21dFiling |
| Sep 5, 2024 | ATKR ATKORE INC COM | Buy | $15k - $50k | +11dFiling |
| Aug 26, 2024 | PRI PRIMERICA INC | Buy | - | +21dFiling |
| Aug 26, 2024 | SA SAPSE SAP SE | Buy | $50k - $100k | +21dFiling |
| Aug 26, 2024 | CHTR # CHARTER COMMUNICATIONS INC | Buy | $50k - $100k | +21dFiling |
| Aug 26, 2024 | UE UERIC ric | Buy | - | +21dFiling |
| Aug 26, 2024 | VO VOO VANGUARD INDEX FUNDS S&P 500 €1F | Buy | $15k - $50k | +21dFiling |
| Aug 16, 2024 | GPN GLOBAL PMTS INC GEORGIA | Buy | - | +31dFiling |
| Jun 16, 2024 | LPLA # LPL FINANCIAL HOLDINGS | Buy | - | |
| Aug 12, 2024 | CVS Fi CVS HEALTH CORP | Buy | - | +35dFiling |
| Aug 19, 2024 | DOW DOW INC REG | Buy | $15k - $50k | +28dFiling |
| Aug 19, 2024 | DLTR ? DOLLAR TREE INC | Buy | $15k - $50k | +28dFiling |
| Aug 2, 2024 | MRK MERCK AND CO INC SHS | Buy | $15k - $50k | +45dFiling |
| Aug 9, 2024 | MUR MURPHY CIL CORP | Buy | $15k - $50k | +38dFiling |
| Aug 19, 2024 | CVX P CHEVRON CORP | Buy | $15k - $50k | +28dFiling |
| Mar 20, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $15k - $50k | |
| Aug 2, 2024 | AIG AMERICAN INTERNATIONAL | Buy | - | +45dFiling |
| Aug 19, 2024 | SF STIFEL FINANCIAL CORP | Buy | - | +28dFiling |
| Aug 16, 2024 | SF STIFEL FINANCIAL CORP | Buy | - | +31dFiling |
| Aug 6, 2024 | SF STIFEL FINANCIAL CORP IE | Buy | - | +41dFiling |
| Aug 1, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Aug 21, 2024 | LS LSEG LONDON STOCK EXCHG | Buy | - | +26dFiling |
| Sep 8, 2024 | CDNS CADENCE DESIGN SYS INC | Buy | $15k - $50k | +8dFiling |
| Aug 2, 2024 | ON ONXTF x! Tf | Buy | - | +45dFiling |
| Aug 9, 2024 | CDNS CADENCE DESIGN SYS INC | Buy | $15k - $50k | +38dFiling |
| Mar 9, 2024 | CDNS CADENCE DESIGN SYS INC | Buy | $15k - $50k | |
| Mar 9, 2024 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | |
| Aug 26, 2024 | GTES Gates industrial Corp PLC * | Buy | - | +21dFiling |
| Aug 26, 2024 | ATR GC AptarGroup, inc. | Buy | - | +21dFiling |
| Aug 26, 2024 | ARW Arrow Blectronics, inc, | Buy | - | +21dFiling |
| Aug 26, 2024 | GOOGL ALPHABET INC | Buy | - | +21dFiling |
| Aug 26, 2024 | MA MASTERCARD INC | Buy | - | +21dFiling |
| Aug 26, 2024 | TN TNE tne. | Buy | - | +21dFiling |
| Sep 5, 2024 | FTNT FORTINET INC _— " Ix ts262004 | Buy | $15k - $50k | +11dFiling |
| Aug 26, 2024 | ADBE ADOBE INC | Buy | $15k - $50k | +21dFiling |
| May 26, 2024 | ADSK AUTODESK INC DEL PVS0.01 | Buy | $15k - $50k | |
| Aug 26, 2024 | FISV FISERV INC WISC PV 1CT | Buy | $1k - $15k | +21dFiling |
| Aug 26, 2024 | UBER UBER TECHNOLOGIES INC | Buy | $1k - $15k | +21dFiling |
| Aug 26, 2024 | NBIX NEUROCRINE BIOSCNCE INC | Buy | $1k - $15k | +21dFiling |
| Sep 5, 2024 | TKR TIMKEN CO COM | Buy | - | +11dFiling |
| Aug 26, 2024 | V VISA INC CLA SHRS | Buy | - | +21dFiling |
| Aug 26, 2024 | ASML ASML HUDG NV NY REG SHs | Buy | - | +21dFiling |
| Aug 26, 2024 | NV NVO NOVO NORDISK AS ADR | Buy | - | +21dFiling |
| Aug 26, 2024 | INTU INTUIT INC | Buy | $1k - $15k | +21dFiling |
| Mar 9, 2024 | ENTG ENTEGRIS INC MINNESOTA | Buy | $15k - $50k | |
| Aug 26, 2024 | META META PLATFORMS INC | Buy | - | +21dFiling |
| Aug 26, 2024 | ANET ARISTA NETWORKS INC | Buy | $15k - $50k | +21dFiling |
| Aug 26, 2024 | AMZN AMAZON COM INC COM | Buy | $15k - $50k | +21dFiling |
| Mar 26, 2024 | GOOGL ALPHABET INC SHS | Buy | $15k - $50k | |
| Mar 26, 2024 | AAPL APPLE INE | Buy | - | |
| Aug 9, 2024 | SCHW SCHWAB CHARLES CORP NEW | Buy | $15k - $50k | +38dFiling |
| Aug 26, 2024 | MSFT MICROSOFT CORP | Buy | $15k - $50k | +21dFiling |
| Aug 26, 2024 | NVDA NVIDIA | Buy | - | +21dFiling |
| Aug 26, 2024 | META META PLATFORMS (NC | Buy | $15k - $50k | +21dFiling |
| Sep 5, 2024 | V VISA INC | Buy | - | +11dFiling |
| Aug 23, 2024 | ATKR Atkore inccom | Buy | - | +24dFiling |
| Aug 26, 2024 | AA ALCOA CORP | Buy | - | +21dFiling |
| Aug 3, 2024 | ENTG ENTEGRIS INC MINNESOTA | Buy | $15k - $50k | +44dFiling |
| Aug 26, 2024 | BA BAYRY BAYER AG | Buy | $15k - $50k | +21dFiling |
| Feb 26, 2024 | EHTH pC BLEVANCE HEALTH INC | Buy | - | |
| Aug 26, 2024 | SA SAP VANGUARD INDEX FUNDS SAP 500 ETF | Buy | $1k - $15k | +21dFiling |
| Aug 26, 2024 | SH SHEL De SHELL PLe | Buy | $250k - $500k | +21dFiling |
| Aug 20, 2024 | VSH VISHAY INTERTECHNLGY | Buy | - | +27dFiling |
| Aug 20, 2024 | SF STIFEL INANGIAL CORP % | Buy | $15k - $50k | +27dFiling |
| Aug 25, 2024 | MSFT MICROSOFT CORP | Buy | $15k - $50k | +22dFiling |
| Sep 5, 2024 | SA SAP wussouni st sap pus % 08-19.2024 | Buy | $50k - $100k | +11dFiling |
| Aug 2, 2024 | LS LSEG LONDON STOCK EXCHG | Buy | $50k - $100k | +45dFiling |
| Mar 2, 2024 | META METAPLATFORMS INC | Buy | $50k - $100k | |
| Sep 3, 2024 | SNPS synopsys mc Tx 0809-2004 | Buy | $15k - $50k | +13dFiling |
| Mar 8, 2024 | CDNS CADENCE DESIGN SYS INC | Buy | $15k - $50k | |
| Aug 9, 2024 | NV NVO NOVONORDISKASADA | Buy | $15k - $50k | +38dFiling |
| Aug 5, 2024 | CDNS CADENCE DESIGN SvS INC | Buy | $15k - $50k | +42dFiling |
| Aug 23, 2024 | CDNS CADENCE DESIGN SYS INC | Buy | - | +24dFiling |
| Sep 5, 2024 | WTM White Mountains insurance Group Lid | Buy | - | +11dFiling |
| Sep 3, 2024 | GTES Gates industria! Corp PLC | Buy | $1k - $15k | +13dFiling |
| Aug 26, 2024 | GOOGL ALPHABET IN L | Buy | $15k - $50k | +21dFiling |
| Aug 26, 2024 | NVT nVent Electsic | Buy | $1k - $15k | +21dFiling |
| Aug 26, 2024 | CNM CORE & MAIN INC | Buy | $15k - $50k | +21dFiling |
| Aug 26, 2024 | DCI Donaldson Company, inc. | Buy | $15k - $50k | +21dFiling |
| Aug 26, 2024 | MSFT MICROSOFT COAP | Buy | $1k - $15k | +21dFiling |
| Aug 26, 2024 | SKX Skechers USA ing ™ — | Buy | $50k - $100k | +21dFiling |
| Aug 26, 2024 | NSIT Insight Enterprises, inc. | Buy | $50k - $100k | +21dFiling |
| Aug 27, 2024 | PR PRX PROSUS NV L | Buy | - | +20dFiling |
| Mar 26, 2024 | MA MASTERCARD INC | Buy | $15k - $50k | |
| Aug 26, 2024 | FTNT = FORTINET INC | Buy | - | +21dFiling |
| Mar 26, 2024 | ADSK AUTODESK INC DEL PV | Buy | - | |
| Aug 26, 2024 | INTU INTURT INC | Buy | - | +21dFiling |
| Sep 5, 2024 | META META PLATFORMS INC | Buy | $15k - $50k | +11dFiling |
| Aug 26, 2024 | HLT JL_ HILTON WORLDWIDE HOLDINGS | Buy | $100k - $250k | +21dFiling |
| Feb 9, 2024 | ENTG ENTEGRIS INC MINNESOTA | Buy | $15k - $50k | |
| Sep 5, 2024 | SAFRF SAFRANSA | Buy | $15k - $50k | +11dFiling |
| Aug 25, 2024 | ANET ARISTA NETWORKS INC | Buy | $15k - $50k | +22dFiling |
| Mar 26, 2024 | AMZN P____ AMAZON COMINC COM | Buy | $15k - $50k | |
| Aug 2, 2024 | SCHW SCHWAS CHARLES CORP NEW | Buy | $15k - $50k | +45dFiling |
| Sep 3, 2024 | WFC WELLS FARGOACO | Buy | $15k - $50k | +13dFiling |
| Aug 27, 2024 | SCHW SCHWAB CHARLES CORP NEW | Buy | - | +20dFiling |
| Mar 26, 2024 | DT DYNATRACE INC REG SHS | Buy | - | |
| Aug 26, 2024 | AER P AERCAP HOLDINGS | Buy | $50k - $100k | +21dFiling |
| Aug 26, 2024 | OXY OCCIDENTAL PETROLEUM CORP | Buy | - | +21dFiling |
| Mar 26, 2024 | CSL carlisle Companies, Inc. | Buy | - | |
| Aug 2, 2024 | ENTG ‘ENTEGRIS INC MINNESOTA | Buy | $15k - $50k | +45dFiling |
| Aug 26, 2024 | COF SP____ CAPITAL ONE FINANCIAL CORP | Buy | $15k - $50k | +21dFiling |
| Jul 25, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +21dFiling |
| Jul 15, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +31dFiling |
| Jul 15, 2024 | GOOGL ALPHABET INC | Buy | $15k - $50k | +31dFiling |
| Jul 18, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +28dFiling |
| Jul 29, 2024 | SAFRF SAFRAN SA-UNSPON ADR | Buy | $100k - $250k | +17dFiling |
| Jul 2, 2024 | VT VTI VANGUARD TOTAL STOCK | Buy | $15k - $50k | +44dFiling |
| Jul 2, 2024 | WBD WARNER BROS DISCOVERY | Buy | $500k - $1M | +44dFiling |
| Jul 2, 2024 | ST ST SENSATA TECHNOLOGIES | Buy | $50k - $100k | +44dFiling |
| Jul 15, 2024 | MSFT MICROSOFT CORP | Buy | $15k - $50k | +31dFiling |
| Jul 15, 2024 | TS TSM TAIWAN SEMICONDUCTOR-SP ADR | Buy | $50k - $100k | +31dFiling |
| Jul 2, 2024 | DLTR DOLLAR TREE INC | Buy | $50k - $100k | +44dFiling |
| Jul 2, 2024 | KHC KRAFT HEINZ CO SHS | Buy | - | +44dFiling |
| Jul 18, 2024 | COP CONOCOPHILLIPS | Buy | $500k - $1M | +28dFiling |
| Jul 1, 2024 | DF DFAE DFA EMERGING MARKETS | Buy | $1k - $15k | +45dFiling |
| Jul 19, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +27dFiling |
| Jul 25, 2024 | V VISA INC | Buy | $50k - $100k | +21dFiling |
| Jul 1, 2024 | DF DFAE DFA EMERGING MARKETS. | Buy | $15k - $50k | +45dFiling |
| Jul 2, 2024 | ST ST f_ SENSATA TECHNOLOGIES | Buy | $1k - $15k | +44dFiling |
| Jul 25, 2024 | GS Dt GOLDMAN SACHS GROUP INC | Buy | - | +21dFiling |
| Jun 3, 2024 | META META PLATFORMS INC-CLASS A | Buy | $15k - $50k | |
| Jun 20, 2024 | V VISA INC CLA SHRS | Buy | $15k - $50k | +32dFiling |
| Jun 20, 2024 | FISV FISERV INC WISC PV 1CT | Buy | $15k - $50k | +32dFiling |
| Jun 4, 2024 | WFC WELLS FARGO & CO | Buy | $15k - $50k | |
| Jun 10, 2024 | FISV FISERV INC WISC PV 1CT | Buy | $15k - $50k | +42dFiling |
| Jun 10, 2024 | INTU INTUIT INC COM | Buy | $15k - $50k | +42dFiling |
| Jun 20, 2024 | ST ST SENSATA TECHNOLOGIES | Buy | $50k - $100k | +32dFiling |
| Jun 13, 2024 | ST ST SENSATA TECHNOLOGIES | Buy | $50k - $100k | +39dFiling |
| Jun 21, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $50k - $100k | +31dFiling |
| Jun 20, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $50k - $100k | +32dFiling |
| Jun 14, 2024 | VSH VISHAY INTERTECHNEGY | Buy | $15k - $50k | +38dFiling |
| Jun 17, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $1k - $15k | +35dFiling |
| Jun 14, 2024 | ST ST SENSATA TECHNOLOGIES | Buy | $15k - $50k | +38dFiling |
| Jun 5, 2024 | SF STIFEL FINANCIAL CORP | Buy | $1k - $15k | |
| Jun 5, 2024 | CVS CVS HEALTH CORP | Buy | $1k - $15k | |
| Jun 5, 2024 | ST ST SENSATA TECHNOLOGIES | Buy | $15k - $50k | |
| Jun 5, 2024 | MUR MURPHY OJL CORP | Buy | $1k - $15k | |
| Jun 24, 2024 | VSH VISHAY INTERTECHNLGY | Buy | - | +28dFiling |
| Jun 14, 2024 | OSK OSHKOSH CORPORATION | Buy | $1k - $15k | +38dFiling |
| Jun 20, 2024 | OSK OSHKOSH CORPORATION | Buy | $1k - $15k | +32dFiling |
| Jun 13, 2024 | OSK OSHKOSH CORPORATION | Buy | $1k - $15k | +39dFiling |
| Jun 21, 2024 | OSK OSHKOSH CORPORATION | Buy | $1k - $15k | +31dFiling |
| Jun 20, 2024 | AAPL APPLE INC | Buy | $50k - $100k | +32dFiling |
| Jun 21, 2024 | MNST pC MONSTER BEVERAGE SHS | Buy | $15k - $50k | +31dFiling |
| Jun 6, 2024 | BA BAYRY pC BAYER AG-SPONSORED ADR | Buy | $15k - $50k | |
| Jun 5, 2024 | AA ALCOA CORP | Buy | $15k - $50k | |
| Jun 28, 2024 | META pC META PLATFORMS iNC | Buy | $15k - $50k | +24dFiling |
| Jun 6, 2024 | WDAY WORKDAY INC | Buy | $500k - $1M | |
| Jun 11, 2024 | WDAY WORKDAY INC | Buy | $500k - $1M | +41dFiling |
| Jun 6, 2024 | AON AON PLC-CLASS A | Buy | $15k - $50k | |
| Jun 6, 2024 | BA BAYRY BAYER AG-SPONSORED ADR | Buy | $100k - $250k | |
| Jun 21, 2024 | MNST MONSTER BEVERAGE SHS | Buy | $50k - $100k | +31dFiling |
| Jun 28, 2024 | META META PLATFORMS INC | Buy | $50k - $100k | +24dFiling |
| Jun 26, 2024 | AAPL APPLE INC | Buy | $50k - $100k | +26dFiling |
| Jun 10, 2024 | AAPL APPLE INC | Buy | $50k - $100k | +42dFiling |
| Jun 3, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $15k - $50k | |
| Jun 25, 2024 | WTM White Mountains Insurance Group Ltd | Buy | $15k - $50k | +27dFiling |
| Jun 3, 2024 | META META PLATFORMS iNC-CLASS A | Buy | $15k - $50k | |
| Jun 10, 2024 | FISV FISERV INC WISC PV ICT | Buy | $15k - $50k | +42dFiling |
| Jun 23, 2024 | ST ST SENSATA TECHNOLOGIES | Buy | $1k - $15k | +29dFiling |
| Jun 14, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $1k - $15k | +38dFiling |
| Jun 5, 2024 | ST ST pC SENSATA TECHNOLOGIES | Buy | $500k - $1M | |
| Jun 5, 2024 | MUR pC MURPHY OIL CORP | Buy | $1k - $15k | |
| Jun 24, 2024 | OSK OSHKOSH CORPORATION | Buy | $1k - $15k | +28dFiling |
| Jun 4, 2024 | WDAY WORKDAY INC | Buy | $500k - $1M | |
| Jun 10, 2024 | V VISA INC CLA SHRS | Buy | $15k - $50k | +42dFiling |
| Jun 11, 2024 | SAFRF SAFRAN SA-UNSPON ADR | Buy | $15k - $50k | +41dFiling |
| Jun 10, 2024 | NVDA NVIDIA | Buy | $50k - $100k | +42dFiling |
| Jun 20, 2024 | ASML ASML HLDG NV NY REG SHS | Buy | $50k - $100k | +32dFiling |
| Jun 21, 2024 | NVDA NVIDIA | Buy | $50k - $100k | +31dFiling |
| Jun 27, 2024 | AA ALCOA CORP | Buy | $15k - $50k | +25dFiling |
| Jul 5, 2024 | WTM White Mountains insurance Group Ltd | Buy | $500k - $1M | +17dFiling |
| Jun 3, 2024 | MSFT MICROSOFT CORP | Buy | $15k - $50k | |
| Jun 11, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $1k - $15k | +41dFiling |
| Jun 20, 2024 | ANET ARISTA NETWORKS INC | Buy | $15k - $50k | +32dFiling |
| Jun 20, 2024 | AMZN AMAZON COM INC COM | Buy | $500k - $1M | +32dFiling |
| Jun 3, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | |
| Jun 4, 2024 | NFLX NETFLIX INC | Buy | $15k - $50k | |
| May 22, 2024 | OSK OSHKOSH CORPORATION | Buy | $15k - $50k | +22dFiling |
| May 9, 2024 | AAPL APPLE INC | Buy | - | +35dFiling |
| May 10, 2024 | AAPL APPLE INC | Buy | - | +34dFiling |
| May 29, 2024 | WDAY WORKDAY INC | Buy | - | +15dFiling |
| May 29, 2024 | AAPL APPLE INC | Buy | - | +15dFiling |
| Jun 5, 2024 | HUM HUMANA INC | Buy | $50k - $100k | +8dFiling |
| May 14, 2024 | HUM HUMANA INC | Buy | $50k - $100k | +30dFiling |
| May 16, 2024 | AA ALCOA CORP | Buy | - | +28dFiling |
| May 6, 2024 | NV NVO NOVO NORDISK A S ADR | Buy | - | +38dFiling |
| May 24, 2024 | AON AON PLC | Buy | - | +20dFiling |
| May 22, 2024 | PR PRX PROSUS NV | Buy | - | +22dFiling |
| May 2, 2024 | BA BAYRY BAYER AG | Buy | - | +42dFiling |
| May 2, 2024 | HUM HUMANA INC | Buy | $50k - $100k | +42dFiling |
| May 28, 2024 | NV NVO NOVO NORDISK A$ ADR | Buy | - | +16dFiling |
| May 29, 2024 | NV NVO NOVO NORDISK A $ ADR | Buy | $15k - $50k | +15dFiling |
| May 20, 2024 | AON AON PLC | Buy | $15k - $50k | +24dFiling |
| May 30, 2024 | WDAY WORKDAY INC | Buy | $15k - $50k | +14dFiling |
| May 6, 2024 | AON AON PLC | Buy | $15k - $50k | +38dFiling |
| May 28, 2024 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +16dFiling |
| May 13, 2024 | UBER UBER TECHNOLOGIES INC | Buy | $15k - $50k | +31dFiling |
| May 17, 2024 | AAPL APPLE INC | Buy | $15k - $50k | +27dFiling |
| May 29, 2024 | GOOGL ALPHABET INCSHS CLA | Buy | $15k - $50k | +15dFiling |
| May 31, 2024 | G GENPACT LTD | Buy | $15k - $50k | +13dFiling |
| May 31, 2024 | WDAY WORKDAY INC | Buy | $15k - $50k | +13dFiling |
| May 29, 2024 | NVDA NVIDIA | Buy | $50k - $100k | +15dFiling |
| May 13, 2024 | ACN ACCENTURE PLC SHS | Buy | $50k - $100k | +31dFiling |
| May 9, 2024 | ADP AUTOMATIC DATA PROC | Buy | $50k - $100k | +35dFiling |
| May 10, 2024 | ADP AUTOMATIC DATA PROC | Buy | $50k - $100k | +34dFiling |
| May 17, 2024 | EPAM EPAM SYSTEMS INC SHS | Buy | $50k - $100k | +27dFiling |
| May 28, 2024 | SCHW SCHWAB CHARLES CORP NEW | Buy | $50k - $100k | +16dFiling |
| May 9, 2024 | CMG CHIPOTLE MEXICAN GRILL | Buy | $50k - $100k | +35dFiling |
| May 10, 2024 | CMG CHIPOTLE MEXICAN GRILL | Buy | $50k - $100k | +34dFiling |
| May 9, 2024 | V VISA INC CL A SHRS | Buy | $50k - $100k | +35dFiling |
| Jun 5, 2024 | ITT ITT inc | Buy | $500k - $1M | +8dFiling |
| May 6, 2024 | PAYC PAYCOM SOFTWARE INC | Buy | $500k - $1M | +38dFiling |
| May 13, 2024 | ITT ITT Ine | Buy | $500k - $1M | +31dFiling |
| May 10, 2024 | WFC WELLS FARGO & CO | Buy | $500k - $1M | +34dFiling |
| May 22, 2024 | WFC WELLS FARGO & CO | Buy | $500k - $1M | +22dFiling |
| Jun 5, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $500k - $1M | +8dFiling |
| May 8, 2024 | NVT nVent Electric | Buy | $15k - $50k | +36dFiling |
| May 17, 2024 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +27dFiling |
| May 14, 2024 | MAR MARRIOTT INTERNATIONAL | Buy | $15k - $50k | +30dFiling |
| May 28, 2024 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +16dFiling |
| May 14, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +30dFiling |
| May 31, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +13dFiling |
| May 24, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +20dFiling |
| May 3, 2024 | MAR MARRIOTT INTERNATIONAL | Buy | $15k - $50k | +41dFiling |
| May 13, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +31dFiling |
| May 20, 2024 | INTC INTEL CORP | Buy | $50k - $100k | +24dFiling |
| May 14, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $50k - $100k | +30dFiling |
| May 3, 2024 | KHC KRAFT HEINZ CO SHS | Buy | $50k - $100k | +41dFiling |
| May 10, 2024 | KHC KRAFT HEINZ CO SHS | Buy | $50k - $100k | +34dFiling |
| May 22, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $50k - $100k | +22dFiling |
| May 23, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $50k - $100k | +21dFiling |
| May 21, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $50k - $100k | +23dFiling |
| May 24, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $15k - $50k | +20dFiling |
| May 20, 2024 | VSH VISHAY INTERTECHNLGY | Buy | $15k - $50k | +24dFiling |
| May 13, 2024 | VSH P VISHAY INTERTECHNLGY % | Buy | $1k - $15k | +31dFiling |
| May 20, 2024 | OSK OSHKOSH CORPORATION | Buy | $15k - $50k | +24dFiling |
| May 24, 2024 | OSK OSHKOSH CORPORATION | Buy | $15k - $50k | +20dFiling |
| May 10, 2024 | PM PHILIP MORRIS INTL INC | Buy | - | +34dFiling |
| May 20, 2024 | EQH EQUITABLE HOLDINGS INC | Buy | - | +24dFiling |
| May 3, 2024 | PM PHILIP MORRIS INTL INC | Buy | - | +41dFiling |
| May 15, 2024 | WFC WELLS FARGO & CO | Buy | $50k - $100k | +29dFiling |
| May 20, 2024 | WFC WELLS FARGO & CO | Buy | $50k - $100k | +24dFiling |
| May 1, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $15k - $50k | +43dFiling |
| May 22, 2024 | HUM HUMANA INC | Buy | $50k - $100k | +22dFiling |
| May 28, 2024 | NV NVO NOVO NORDISK A SADR | Buy | $15k - $50k | +16dFiling |
| May 17, 2024 | DT DYNATRACE INC REG SHS | Buy | $500k - $1M | +27dFiling |
| May 29, 2024 | NV NVO NOVO NORDISK AS ADR | Buy | $15k - $50k | +15dFiling |
| May 10, 2024 | AON AON PLC | Buy | $15k - $50k | +34dFiling |
| May 17, 2024 | AAPL pC APPLE INC | Buy | $15k - $50k | +27dFiling |
| May 13, 2024 | ATKR ATKORE INC COM | Buy | $500k - $1M | +31dFiling |
| May 31, 2024 | WDAY pC WORKDAY INC | Buy | $15k - $50k | +13dFiling |
| May 24, 2024 | GS GOLOMAN SACHS GROUP INC | Buy | - | +20dFiling |
| May 31, 2024 | GS GOLOMAN SACHS GROUP INC | Buy | - | +13dFiling |
| May 22, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +22dFiling |
| May 17, 2024 | GS GOLDMAN SACHS GROUP INC | Buy | $15k - $50k | +27dFiling |
| May 21, 2024 | OSK OSHKOSH CORPORATION | Buy | $1k - $15k | +23dFiling |
| May 16, 2024 | ITT ITT Inc | Buy | - | +28dFiling |
| May 9, 2024 | V VISA INC CLA SHRS | Buy | $15k - $50k | +35dFiling |
| May 13, 2024 | ITT ITT Inc | Buy | $15k - $50k | +31dFiling |
| May 10, 2024 | MSFT MICROSOFT CORP | Buy | $15k - $50k | +34dFiling |
| May 6, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +38dFiling |
| May 3, 2024 | UNH UNITEDHEALTH GROUP INC | Buy | $15k - $50k | +41dFiling |
| May 20, 2024 | BA BAYRY BAYER AG | Buy | $15k - $50k | +24dFiling |
| Apr 3, 2024 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +38dFiling |
| Apr 3, 2024 | TPR TAPESTRY INC | Buy | $50k - $100k | +38dFiling |
| Apr 22, 2024 | KHC De KRAFT HEINZ CO SHS | Buy | $15k - $50k | +19dFiling |
| Apr 22, 2024 | WFC De WELLS FARGO & CO % | Buy | $15k - $50k | +19dFiling |
| Apr 10, 2024 | VO VOO VANGUARD INDEX FUNDS S&P 500 ETF | Buy | $15k - $50k | +31dFiling |
| Apr 10, 2024 | VT VTI De Vanguard Total Stock Market ETF | Buy | $15k - $50k | +31dFiling |
| Apr 29, 2024 | GOOGL pC ALPHABET INC-CL C | Buy | $15k - $50k | +12dFiling |
| Apr 1, 2024 | DF DFAE De DFA EMERGING MARKETS | Buy | $1k - $15k | +40dFiling |
| Apr 23, 2024 | NV NVO Ld NOVO NORDISK AS ADR | Buy | $15k - $50k | +18dFiling |
| Apr 24, 2024 | NV NVO NOVO NORDISK A S ADR | Buy | $15k - $50k | +17dFiling |
| Apr 12, 2024 | META META PLATFORMS INC | Buy | $15k - $50k | +29dFiling |
| Apr 30, 2024 | AA P ALCOA CORP | Buy | $1k - $15k | +11dFiling |
| Apr 19, 2024 | AA ALCOA. CORP | Buy | $15k - $50k | +22dFiling |
| Apr 18, 2024 | BA BAYRY BAYER AG | Buy | $15k - $50k | +23dFiling |
| Apr 9, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +32dFiling |
| Apr 22, 2024 | GEV GE VERNOVA INC | Buy | $15k - $50k | +19dFiling |
| Apr 15, 2024 | PR PRX PROSUS NV | Buy | $100k - $250k | +26dFiling |
| Apr 30, 2024 | WWD P WOODWARD INC | Buy | $15k - $50k | +11dFiling |
| Apr 10, 2024 | UNH UNITEDHEALTH GROUP INC | Buy | $1k - $15k | +31dFiling |
| May 6, 2024 | HUM EF HUMANA INC | Buy | $15k - $50k | +5dFiling |
| Apr 29, 2024 | SA SAPSE SAP SE | Buy | $15k - $50k | +12dFiling |
| Apr 22, 2024 | UNH UNITEDHEALTH GROUP INC | Buy | $1k - $15k | +19dFiling |
| Apr 29, 2024 | HUM HUMANA ING | Buy | $15k - $50k | +12dFiling |
| Apr 30, 2024 | META META PLATFORMS INC | Buy | $15k - $50k | +11dFiling |
| Apr 29, 2024 | UNH UNITEDHEALTH GROUP INC | Buy | $1k - $15k | +12dFiling |
| Apr 11, 2024 | UNH UNITEDHEALTH GROUP INC | Buy | $15k - $50k | +30dFiling |
| Apr 19, 2024 | HUM HUMANA INC | Buy | $1k - $15k | +22dFiling |
| Apr 30, 2024 | FISV FISERV INC WISC PV 1CT | Buy | $15k - $50k | +11dFiling |
| Apr 10, 2024 | HUM HUMANA INC | Buy | $1k - $15k | +31dFiling |
| Apr 30, 2024 | FCFS Firstcash Holdings | Buy | $15k - $50k | +11dFiling |
| Apr 22, 2024 | BJ BJ's Wholesale Club Holdings | Buy | $15k - $50k | +19dFiling |
| Apr 23, 2024 | MSFT MICROSOFT CORP | Buy | $1k - $15k | +18dFiling |
| Apr 22, 2024 | MSFT MICROSOFT CORP | Buy | $1k - $15k | +19dFiling |
| Apr 12, 2024 | MSFT MICROSOFT CORP | Buy | $1k - $15k | +29dFiling |
| Apr 24, 2024 | ITT ITT inc | Buy | $100k - $250k | +17dFiling |
| Apr 25, 2024 | GE GE AEROSPACE | Buy | $15k - $50k | +16dFiling |
| Apr 29, 2024 | GOOGL ALPHABET INC-CLC | Buy | $1k - $15k | +12dFiling |
| Apr 2, 2024 | MSFT MICROSOFT CORP | Buy | $1k - $15k | +39dFiling |
| Apr 2, 2024 | NFLX NETFLIX INC | Buy | $15k - $50k | +39dFiling |
| Apr 24, 2024 | GE GE AEROSPACE | Buy | $15k - $50k | +17dFiling |
| Apr 18, 2024 | GE GE AEROSPACE | Buy | $15k - $50k | +23dFiling |
| Apr 12, 2024 | NFLX NETFLIX INC | Buy | $15k - $50k | +29dFiling |
| Apr 9, 2024 | GE GE AEROSPACE | Buy | $15k - $50k | +32dFiling |
| Apr 30, 2024 | EPAM EPAM SYSTEMS INC SHS | Buy | $15k - $50k | +11dFiling |
| Apr 12, 2024 | CMG CHIPOTLE MEXICAN GRILL | Buy | $15k - $50k | +29dFiling |
| Apr 12, 2024 | ADSK AUTODESK INC DEL PVS0.01 | Buy | $15k - $50k | +29dFiling |
| Apr 12, 2024 | BSX BOSTON SCIENTIFIC CORP | Buy | $15k - $50k | +29dFiling |
| Apr 15, 2024 | GE GE.AEROSPACE | Buy | $15k - $50k | +26dFiling |
| Apr 24, 2024 | ITT ITT tne | Buy | $15k - $50k | +17dFiling |
| Apr 30, 2024 | ACN ACCENTURE PLC SHS | Buy | $15k - $50k | +11dFiling |
| Apr 26, 2024 | FCFS FirstCash Holdings | Buy | $15k - $50k | +15dFiling |
| Apr 24, 2024 | BSX BOSTON SCIENTIFIC CORP | Buy | $15k - $50k | +17dFiling |
| Apr 23, 2024 | BSX BOSTON SCIENTIFIC CORP | Buy | $15k - $50k | +18dFiling |
| Apr 3, 2024 | KHC KRAFT HEINZ CO SHS | Buy | $50k - $100k | +38dFiling |
| Apr 22, 2024 | KHC KRAFT HEINZ CO SHS | Buy | $50k - $100k | +19dFiling |
| Apr 3, 2024 | ALLY ALLY FINL INC | Buy | $15k - $50k | +38dFiling |
| Apr 22, 2024 | WFC WELLS FARGO & CO | Buy | $15k - $50k | +19dFiling |
| Apr 10, 2024 | VO VOO VANGUAAD INDEX FUNDS S&P 500 ETF | Buy | $15k - $50k | +31dFiling |
| Apr 10, 2024 | VT VTI Vanguard Total Stock Market ETF | Buy | $50k - $100k | +31dFiling |
| Apr 1, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | +40dFiling |
| Apr 1, 2024 | DF DFAE DFA EMERGING MARKETS | Buy | $1k - $15k | +40dFiling |
| Apr 9, 2024 | DF DFAE DFA EMERGING MARKETS CORE EQUITY | Buy | $1k - $15k | +32dFiling |
| Apr 9, 2024 | HL HLMIX Harding Loevner International Eq Inst! | Buy | $1k - $15k | +32dFiling |
| Apr 24, 2024 | NV NVO NOVO NORDISK AS ADR | Buy | $15k - $50k | +17dFiling |
| Apr 15, 2024 | GE GE AEROSPACE | Buy | $1k - $15k | +26dFiling |
| Apr 12, 2024 | META pC META PLATFORMS INC | Buy | $15k - $50k | +29dFiling |
| Apr 19, 2024 | AA Be ALCOA CORP | Buy | $15k - $50k | +22dFiling |
| Apr 18, 2024 | BA BAYRY fixe BAYER AG | Buy | $15k - $50k | +23dFiling |
| Apr 22, 2024 | GEV GE VERNOVA iNC | Buy | $1k - $15k | +19dFiling |
| Apr 16, 2024 | GEV GE VERNOVA INC | Buy | $1k - $15k | +25dFiling |
| Apr 10, 2024 | UNH UNITEDHEALTH GROUP ING | Buy | $15k - $50k | +31dFiling |
| Apr 24, 2024 | HUM HUMANA ING | Buy | $15k - $50k | +17dFiling |
| Apr 29, 2024 | HUM HUMANA INC | Buy | $15k - $50k | +12dFiling |
| Apr 11, 2024 | UNH UNITEOHEALTH GROUP INC | Buy | $15k - $50k | +30dFiling |
| Apr 19, 2024 | HUM pC HUMANA INC | Buy | $15k - $50k | +22dFiling |
| Apr 10, 2024 | HUM pC HUMANA INC | Buy | $15k - $50k | +31dFiling |
| Apr 12, 2024 | MSFT De MICROSOFT CORP | Buy | $50k - $100k | +29dFiling |
| Mar 20, 2024 | SH SHEL SHELL PLC | Buy | $100k - $250k | +27dFiling |
| Apr 6, 2024 | SH SHEL pC SHELL PLC | Buy | $50k - $100k | +10dFiling |
| Apr 8, 2024 | UNH UNITEDHEALTH GROUP ING | Buy | $50k - $100k | +8dFiling |
| Apr 8, 2024 | MSFT MICROSOFT CORP | Buy | $50k - $100k | +8dFiling |
| Mar 7, 2024 | JPM JP MORGAN CHASE BANK - USD % | Buy | $500k - $1M | +40dFiling |
| Mar 5, 2024 | IBM J _INTL BUSINESS MACHINES | Buy | - | +42dFiling |
| Mar 21, 2024 | JPM JP MORGAN CHASE BANK - USD | Buy | $15k - $50k | +26dFiling |
| Mar 7, 2024 | JPM JP MORGAN CHASE BANK - USD | Buy | $15k - $50k | +40dFiling |
| Mar 5, 2024 | META META PLATFORMS ING | Buy | $50k - $100k | +42dFiling |
| Mar 11, 2024 | ANET ARISTA NETWORKS INC | Buy | - | +36dFiling |
| Mar 15, 2024 | ATKR ATKORE INC COM | Buy | $15k - $50k | +32dFiling |
| Mar 22, 2024 | META META PLATFORMS ING | Buy | $50k - $100k | +25dFiling |
| Mar 28, 2024 | META META PLATFORMS ING | Buy | $50k - $100k | +19dFiling |
| Mar 26, 2024 | META META PLATFORMS INC | Buy | $50k - $100k | +21dFiling |
| Mar 28, 2024 | EPAM “EPAM SYSTEMS INC SHS | Buy | $15k - $50k | +19dFiling |
| Mar 11, 2024 | ADBE ADOBE INC | Buy | - | +36dFiling |
| Mar 20, 2024 | MAR MARRIOTT INTERNATIONAL | Buy | $15k - $50k | +27dFiling |
| Mar 14, 2024 | GE GENERAL ELECTRIC CO | Buy | $15k - $50k | +33dFiling |
| Mar 4, 2024 | GE GENERAL ELECTRIC CO | Buy | $15k - $50k | +43dFiling |
| Feb 25, 2024 | SAFRF SAFRAN SA | Buy | $15k - $50k | |
| Mar 22, 2024 | CMG CHIPOTLE MEXICAN GRILL | Buy | $15k - $50k | +25dFiling |
| Mar 16, 2024 | CSL Carlisle Companies, inc. | Buy | $15k - $50k | +31dFiling |
| Apr 8, 2024 | V ? VISA ING | Buy | $15k - $50k | +8dFiling |
| Apr 8, 2024 | WWD WOODWARD INC % "‘B7ae/2004 4i612024 % | Buy | $50k - $100k | +8dFiling |
| Mar 1, 2024 | ADBE ADOBE INC | Buy | $1k - $15k | |
| Mar 26, 2024 | CMCSA COMCAST CORP | Buy | $50k - $100k | +21dFiling |
| Apr 8, 2024 | COF CAPITAL ONE FINL CORP % ~ B/25/2024 | Buy | $50k - $100k | +8dFiling |
| Apr 8, 2024 | HLT HILTON WORLDWIRE HODGS INC | Buy | $50k - $100k | +8dFiling |
| Mar 25, 2024 | SA SAPSE SAP SE | Buy | $50k - $100k | +22dFiling |
| Mar 25, 2024 | TS TSM TAIWAN SEMICONDUCTOR MFG CO | Buy | $50k - $100k | +22dFiling |
| Apr 8, 2024 | SAFRF SAFRAN SA ADR | Buy | $50k - $100k | +8dFiling |
| Mar 28, 2024 | NFLX P NETFLIX ING % | Buy | $1k - $15k | +19dFiling |
| Mar 26, 2024 | MSFT MICROSOFT CORP | Buy | $50k - $100k | +21dFiling |
| Apr 8, 2024 | AMZN AMAZON | Buy | $50k - $100k | +8dFiling |
| Mar 1, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | |
| Mar 26, 2024 | VT VTI VANGUARD TOTAL STOCK | Buy | $50k - $100k | +21dFiling |
| Mar 5, 2024 | IBM INTL BUSINESS MACHINES | Buy | - | +42dFiling |
| Mar 28, 2024 | META META PLATFORMS INC | Buy | $15k - $50k | +19dFiling |
| Mar 26, 2024 | META META PLATFORMS ING | Buy | $15k - $50k | +21dFiling |
| Mar 7, 2024 | IN ING NETFLIX ING | Buy | $15k - $50k | +40dFiling |
| Mar 5, 2024 | INTU INTUIT ING COM % | Buy | - | +42dFiling |
| Mar 6, 2024 | ACN ACCENTURE PLC SHS | Buy | - | +41dFiling |
| Mar 6, 2024 | EPAM EPAM SYSTEMS ING SHS | Buy | $15k - $50k | +41dFiling |
| Mar 26, 2024 | EPAM EPAM SYSTEMS INC SHS | Buy | $15k - $50k | +21dFiling |
| Mar 28, 2024 | EPAM EPAM SYSTEMS INC SHS | Buy | $15k - $50k | +19dFiling |
| Mar 11, 2024 | ADSK AUTODESK INC DEL PV$0.01 | Buy | $15k - $50k | +36dFiling |
| Apr 8, 2024 | GE GENERAL ELECTRIC CO | Buy | $15k - $50k | +8dFiling |
| Mar 4, 2024 | GE pC GENERAL ELECTRIC CO | Buy | $15k - $50k | +43dFiling |
| Mar 11, 2024 | GE GENERAL ELECTRIC CO | Buy | $15k - $50k | +36dFiling |
| Mar 25, 2024 | WWD De WOODWARD ING | Buy | - | +22dFiling |
| Mar 26, 2024 | COF CAPITAL ONE FINL CORP. | Buy | $100k - $250k | +21dFiling |
| Mar 25, 2024 | MAR MARRIOTT INC | Buy | $50k - $100k | +22dFiling |
| Mar 28, 2024 | HLT HILTON WORLDWIRE HODGS INC | Buy | $50k - $100k | +19dFiling |
| Mar 25, 2024 | SAFRF SAFRAN SA ADR | Buy | $50k - $100k | +22dFiling |
| Mar 25, 2024 | IN ING De NETFLIX ING | Buy | $50k - $100k | +22dFiling |
| Mar 25, 2024 | GE GENERAL ELECTRIC _ % | Buy | $250k - $500k | +22dFiling |
| Apr 6, 2024 | NFLX “NETFLIX INC | Buy | $15k - $50k | +10dFiling |
| Mar 5, 2024 | ADSK AUTODESK INC DEL PV$0.01 | Buy | $15k - $50k | +42dFiling |
| Mar 5, 2024 | INTU “INTUITINC COM | Buy | $15k - $50k | +42dFiling |
| Mar 27, 2024 | EPAM EPAM SYSTEMS INC SHS | Buy | $15k - $50k | +20dFiling |
| Mar 26, 2024 | EPAM EPAM SYSTEMS ING SHS | Buy | $15k - $50k | +21dFiling |
| Mar 24, 2024 | JPM JP MORGAN CHASE BANK - USD | Buy | $500k - $1M | +23dFiling |
| Mar 1, 2024 | META META PLATFORMS ING | Buy | $15k - $50k | |
| Mar 11, 2024 | ANET ARISTA NETWORKS ING | Buy | - | +36dFiling |
| Feb 23, 2024 | NFG NAT FUEL GAS CO NI'S4 | Buy | $50k - $100k | +21dFiling |
| Feb 27, 2024 | PM PHILIP MORRIS INTL ING | Buy | $50k - $100k | +17dFiling |
| Feb 23, 2024 | PM PHILIP MOBRIS INTL ING | Buy | $15k - $50k | +21dFiling |
| Feb 20, 2024 | COR CENCORAING | Buy | $15k - $50k | +24dFiling |
| Feb 20, 2024 | AIG AMERICAN INTERNATIONAL | Buy | $15k - $50k | +24dFiling |
| Feb 20, 2024 | MRK MERCK AND CO INC SHS | Buy | $1k - $15k | +24dFiling |
| Feb 23, 2024 | NFG NAT FUEL GAS CO NI | Buy | $50k - $100k | +21dFiling |
| Feb 20, 2024 | SF STIFEL FINANCIAL CORP | Buy | $1k - $15k | +24dFiling |
| Feb 20, 2024 | CVX CHEVRON CORP | Buy | $15k - $50k | +24dFiling |
| Feb 21, 2024 | SF STIFEL FINANCIAL CORP | Buy | $1k - $15k | +23dFiling |
| Mar 5, 2024 | VO VOO VANGUARD INDEX FUNOS S&P 500 ETF | Buy | $500k - $1M | +10dFiling |
| Feb 9, 2024 | TMO THERMO FISHER SCIENTIFIC | Buy | - | +35dFiling |
| Mar 5, 2024 | BA BAYRY BAYER AG-SPONSORED ADB | Buy | $1k - $15k | +10dFiling |
| Feb 9, 2024 | UBER P UBER TECHNOLOGIES INC | Buy | $15k - $50k | +35dFiling |
| Feb 21, 2024 | MSFT MICROSOFT CORP | Buy | $1k - $15k | +23dFiling |
| Feb 16, 2024 | UBER UBER TECHNOLOGIES INC | Buy | $1k - $15k | +28dFiling |
| Feb 16, 2024 | CMG CHIPOTLE MEXICAN GRILL | Buy | $1k - $15k | +28dFiling |
| Feb 21, 2024 | MAR MARRIOTT INTERNATIONAL | Buy | $15k - $50k | +23dFiling |
| Feb 21, 2024 | CMCSA COMCAST CORP | Buy | $15k - $50k | +23dFiling |
| Feb 21, 2024 | META META PLATFORMS INC | Buy | $50k - $100k | +23dFiling |
| Feb 21, 2024 | GE GENERAL ELECTRIC CO | Buy | $15k - $50k | +23dFiling |
| Feb 26, 2024 | ADBE ADOBE INC | Buy | $15k - $50k | +18dFiling |
| Feb 16, 2024 | ACN ACCENTURE PLC SHS % | Buy | $15k - $50k | +28dFiling |
| Feb 16, 2024 | DT DYNATRACE INC REG SHS | Buy | $15k - $50k | +28dFiling |
| Feb 21, 2024 | SH SHEL SHELL PLC % | Buy | $15k - $50k | +23dFiling |
| Feb 21, 2024 | HUM HUMANA INC | Buy | $50k - $100k | +23dFiling |
| Feb 21, 2024 | PR PRX PROSUS NV -SPON ADR | Buy | $50k - $100k | +23dFiling |
| Feb 21, 2024 | UNH UNITEDHEALTH GROUP INC | Buy | $50k - $100k | +23dFiling |
| Feb 14, 2024 | VO VOO VANGUARD INDEX FUNDS S&P 500 ETF | Buy | $1k - $15k | +30dFiling |
| Feb 21, 2024 | MSFT DE MICROSOFT CORP | Buy | $1k - $15k | +23dFiling |
| Feb 20, 2024 | EPAM EPAM SYSTEMS INC SHS | Buy | $15k - $50k | +24dFiling |
| Feb 21, 2024 | SH SHEL “SHELL PLC | Buy | $15k - $50k | +23dFiling |
| Feb 1, 2024 | OXY OCCIDENTAL PETROLEUM CORP | Buy | $100k - $250k | +43dFiling |
| Mar 5, 2024 | HUM HUMANA INC | Buy | $15k - $50k | +10dFiling |
| Mar 5, 2024 | UNH UNITEDHEALTH GROUP INC K 2/21) 2024 | Buy | $50k - $100k | +10dFiling |
| Feb 16, 2024 | ACN De ACCENTURE PLC SHS | Buy | $1k - $15k | +28dFiling |
| Feb 20, 2024 | ACN DE ACCENTURE PLC SHS | Buy | $1k - $15k | +24dFiling |
| Feb 22, 2024 | BA BAYRY Ta BAYER AG-SPONSORED ADR | Buy | $15k - $50k | +22dFiling |
| Feb 9, 2024 | TMO pC THERMO FISHER SCIENTIFIC | Buy | $15k - $50k | +35dFiling |
| Feb 23, 2024 | PR PRX PROSUS NV -SPON ADR | Buy | $1k - $15k | +21dFiling |
| Feb 20, 2024 | COR CENCORA ING | Buy | $1k - $15k | +24dFiling |
| Feb 23, 2024 | PM PHILIP MORRIS INTL INC | Buy | $50k - $100k | +21dFiling |
| Feb 27, 2024 | PM PHILIP MORRIS INTL INC | Buy | $50k - $100k | +17dFiling |
| Feb 1, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | +43dFiling |
| Jan 4, 2024 | SKX Skechers USA Inc | Buy | $15k - $50k | +40dFiling |
| Jan 22, 2024 | VT VTEB VANGUARD MUNI BD TAX-EXEMPT ETF | Buy | $5M - $25M | +22dFiling |
| Jan 5, 2024 | JPM De JP MORGAN CHASE BANK TIME DEPOSITS | Buy | $500k - $1M | +39dFiling |
| Feb 5, 2024 | VT VTEL Vanguard Long-Term Tax-Exempt Fund Admiral Shares | Buy | $1k - $15k | +8dFiling |
| Jan 19, 2024 | WFC BE WELLS FARGO & CO | Buy | $1k - $15k | +25dFiling |
| Jan 19, 2024 | IBM De INTL BUSINESS MACHINES | Buy | $1k - $15k | +25dFiling |
| Jan 23, 2024 | EQH EQUITABLE HOLDINGS ING | Buy | $1k - $15k | +21dFiling |
| Jan 23, 2024 | TSN TYSON FOODS INC CLA | Buy | $1k - $15k | +21dFiling |
| Jan 19, 2024 | MUR MURPHY OIL CORP % | Buy | $1k - $15k | +25dFiling |
| Jan 19, 2024 | TPR TAPESTRY INC % | Buy | $1k - $15k | +25dFiling |
| Jan 19, 2024 | SF STIFEL FINANCIAL CORP | Buy | $1k - $15k | +25dFiling |
| Jan 26, 2024 | LIN LINDE PLC NEW % | Buy | $1k - $15k | +18dFiling |
| Jan 23, 2024 | LIN LINDE PLC NEW | Buy | $1k - $15k | +21dFiling |
| Feb 5, 2024 | IPG Interpublic Group of Companies inc | Buy | $1k - $15k | +8dFiling |
| Jan 17, 2024 | DCI Donaldson Company, Inc. | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | WTM White Mountains (nsurance Group Ltd | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | HSIC Henry Schein, inc, K | Buy | $15k - $50k | +27dFiling |
| Jan 18, 2024 | AON AON PLC | Buy | $15k - $50k | +26dFiling |
| Jan 16, 2024 | TS TSM TAIWAN SEMICONDUCTOR-SP | Buy | $1k - $15k | +28dFiling |
| Jan 29, 2024 | ENTG ENTEGRIS INC MINNESOTA | Buy | $1k - $15k | +15dFiling |
| Jan 2, 2024 | VG VGLT VANGUARD LONG TERM TAX | Buy | $1k - $15k | +42dFiling |
| Jan 22, 2024 | VT VTEB VANGUARD MUNI BD TAX-EXEMPT ETF % | Buy | $1M - $5M | +22dFiling |
| Jan 25, 2024 | JPM JP MORGAN CHASE BANK TIME DEPOSITS | Buy | $500k - $1M | +19dFiling |
| Jan 11, 2024 | JPM JP MORGAN CHASE BANK TIME DEPOSITS | Buy | $500k - $1M | +33dFiling |
| Jan 22, 2024 | VT VTEL Vanguard Long-Term Tax-Exempt Fund Admiral Shares | Buy | $1k - $15k | +22dFiling |
| Jan 10, 2024 | ALL ALLSTATE CORP DEL COM | Buy | $1k - $15k | +34dFiling |
| Jan 19, 2024 | FDX FEDEX CORP DELAWARE COM | Buy | $15k - $50k | +25dFiling |
| Jan 19, 2024 | INTC INTEL CORP | Buy | $15k - $50k | +25dFiling |
| Jan 19, 2024 | IBM INTL BUSINESS MACHINES | Buy | $15k - $50k | +25dFiling |
| Jan 19, 2024 | OSK OSHKOSH CORPORATION | Buy | $15k - $50k | +25dFiling |
| Jan 23, 2024 | EQH EQUITABLE HOLDINGS INC | Buy | $15k - $50k | +21dFiling |
| Jan 19, 2024 | ALL ALLSTATE CORP DEL COM | Buy | $1k - $15k | +25dFiling |
| Jan 19, 2024 | LVS LAS VEGAS SANDS CORP | Buy | $1k - $15k | +25dFiling |
| Jan 19, 2024 | ALLY ALLY FINL INC | Buy | $1k - $15k | +25dFiling |
| Jan 19, 2024 | TPR TAPESTRY INC | Buy | $1k - $15k | +25dFiling |
| Jan 19, 2024 | AIG AMERICAN INTERNATIONAL | Buy | $1k - $15k | +25dFiling |
| Jan 16, 2024 | VO VOO VANGUARD INDEX FUNDS S&P 500 ETF | Buy | $100k - $250k | +28dFiling |
| Jan 11, 2024 | IN ING NETFLIX ING | Buy | $15k - $50k | +33dFiling |
| Jan 12, 2024 | LIN LINDE PLC NEW | Buy | $15k - $50k | +32dFiling |
| Jan 26, 2024 | LIN LINDE PLC NEW | Buy | $15k - $50k | +18dFiling |
| Jan 29, 2024 | ACN ACCENTURE PLC SHS | Buy | $15k - $50k | +15dFiling |
| Jan 26, 2024 | CMG CHIPOTLE MEXICAN GRILL | Buy | $15k - $50k | +18dFiling |
| Jan 17, 2024 | G GENPACT LTD | Buy | $15k - $50k | +27dFiling |
| Jan 17, 2024 | VVV VALVOLINE INC | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | PLXS PLEXUS CORP | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | GTES Gates industrial Corp PLC | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | IPG Interpublic Group of Companies inc | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | HLI Houlihag Lakey Inc | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | PRI PRIMERICA INC | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | SKX Skechers USA Inc | Buy | $15k - $50k | +27dFiling |
| Jan 17, 2024 | NSIT insight Enterprises, inc. | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | ZI ZION Zions Bancorporation NA | Buy | $50k - $100k | +27dFiling |
| Jan 17, 2024 | WTM White Mountains Insurance Group Ltd | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | BJ BJ's Wholesale Cub Holdings | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | HSIC Henry Schein, Inc. | Buy | $1k - $15k | +27dFiling |
| Jan 22, 2024 | BA BAYRY BAYER AG-SPONSORED | Buy | $50k - $100k | +22dFiling |
| Jan 25, 2024 | ENTG ENTEGRIS INC MINNESOTA | Buy | $15k - $50k | +19dFiling |
| Jan 16, 2024 | TS TSM TAIWAN SEMICONDUGTOR-SP | Buy | $15k - $50k | +28dFiling |
| Jan 23, 2024 | UBER UBER TECHNOLOGIES INC | Buy | $15k - $50k | +21dFiling |
| Jan 16, 2024 | PR PRX PROSUS NV | Buy | $15k - $50k | +28dFiling |
| Feb 5, 2024 | COF GAPITAL ONE FINANCIAL CORP | Buy | $1k - $15k | +8dFiling |
| Jan 12, 2024 | UBER UBER TECHNOLOGIES INC | Buy | $15k - $50k | +32dFiling |
| Jan 29, 2024 | OXY OCCIDENTAL PETROLEUM CORP | Buy | $15k - $50k | +15dFiling |
| Jan 18, 2024 | AON ‘AON PLC | Buy | $15k - $50k | +26dFiling |
| Jan 22, 2024 | SP SPY SPDR S&P 500 EIF TRUST % | Buy | $50k - $100k | +22dFiling |
| Jan 22, 2024 | SF STIFEL FINANCIAL CORP | Buy | $15k - $50k | +22dFiling |
| Jan 10, 2024 | C CITIGROUP INC COM NEW | Buy | $50k - $100k | +34dFiling |
| Jan 17, 2024 | VVV De VALVOLINE ING | Buy | $1k - $15k | +27dFiling |
| Jan 17, 2024 | G GENPACT LTO | Buy | $1k - $15k | +27dFiling |
| Dec 14, 2023 | VO VOO VANGUARD INDEX FDSS&P 500 ETF SHS NEW | Buy | $50k - $100k | +29dFiling |
| Dec 14, 2023 | TRS TRIMAS CORP COM NEW | Buy | $15k - $50k | +29dFiling |
| Dec 18, 2023 | FTNT FORTINET INC | Buy | $15k - $50k | +25dFiling |
| Dec 20, 2023 | FCFS FIRSTCASH HLDGS INCCOM | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | DCI DONALDSON INC COM | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | CNM CORE & MAIN INC COMCL A b,§ | Buy | $50k - $100k | +23dFiling |
| Dec 20, 2023 | CSL CARLISLE COS INC COM | Buy | $1k - $15k | +23dFiling |
| Dec 18, 2023 | BSX BOSTON SCIENTIFIC CORP | Buy | $15k - $50k | +25dFiling |
| Dec 21, 2023 | BA BAYRY BAYER AG | Buy | $15k - $50k | +22dFiling |
| Dec 20, 2023 | ATR APTARGROUP INC COM | Buy | $1k - $15k | +23dFiling |
| Dec 7, 2023 | GOOGL ALPHABET INC-CL | Buy | $15k - $50k | +36dFiling |
| Dec 7, 2023 | COR CENCORA INC | Buy | $15k - $50k | +36dFiling |
| Dec 20, 2023 | AIG AMERICAN INTERNATIONAL | Buy | $15k - $50k | +23dFiling |
| Dec 13, 2023 | ALLY ALLY FINL ING | Buy | $1k - $15k | +30dFiling |
| Dec 20, 2023 | FBIN FORTUNE BRANDSINNOVATIONS INC COM | Buy | $1k - $15k | +23dFiling |
| Dec 1, 2023 | GTES GATES INDUSTRIAL CORPORATION | Buy | $15k - $50k | +42dFiling |
| Dec 20, 2023 | GTES GATES INDUSTRIAL CORPORATION | Buy | $15k - $50k | +23dFiling |
| Dec 20, 2023 | G GENPACT LTD | Buy | $50k - $100k | +23dFiling |
| Dec 20, 2023 | HLI HOULIHAN LOKEY INC CLA | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | NSIT INSIGHT ENTERPRISESINC COM | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | IPG INTERPUBLIC GROUPCOS INC COM | Buy | $50k - $100k | +23dFiling |
| Dec 20, 2023 | ITT ITT INC COM | Buy | $1k - $15k | +23dFiling |
| Nov 30, 2023 | NFLX NETFLIX INC | Buy | - | +43dFiling |
| Dec 20, 2023 | NVT NVENT ELECTRIC PLC | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | OXY OCCIDENTAL PETROLEUM CORP | Buy | $15k - $50k | +23dFiling |
| Dec 20, 2023 | PLXS PLEXUS CORP COM | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | PRI PRIMERICA INC COM | Buy | $15k - $50k | +23dFiling |
| Dec 20, 2023 | RHI ROBERT HALF INC COM | Buy | $50k - $100k | +23dFiling |
| Dec 20, 2023 | SSD SIMPSON MFG INC GOM | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | SKX SKECHERS US A INCCL A | Buy | $1k - $15k | +23dFiling |
| Dec 21, 2023 | SP SPY SPDR S&P 500 ETF TRUST | Buy | $100k - $250k | +22dFiling |
| Dec 7, 2023 | TS TSM TAIWAN SEMICONDUCTOR | Buy | $15k - $50k | +36dFiling |
| Dec 14, 2023 | TS TSM TAIWAN SEMICONDUCTOR | Buy | $15k - $50k | +29dFiling |
| Dec 20, 2023 | TKR TIMKEN CO COM § | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | TRS TRIMAS CORP COM NEW | Buy | $1k - $15k | +23dFiling |
| Dec 20, 2023 | VVV VALVOLINE INC COM | Buy | $1k - $15k | +23dFiling |
| Dec 14, 2023 | VT VTEL VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | $50k - $100k | +29dFiling |
| Dec 20, 2023 | ZI ZION ZIONS BANCORPORATIONCOM | Buy | $50k - $100k | +23dFiling |
| Dec 13, 2023 | DLTR DOLLAR TREE INC | Buy | $15k - $50k | +30dFiling |
| Dec 5, 2023 | INTC INTEL CORP | Buy | $50k - $100k | +38dFiling |
| Dec 5, 2023 | LVS LAS VEGAS SANDS CORP | Buy | $15k - $50k | +38dFiling |
| Dec 13, 2023 | SF STIFEL FINANCIAL CORP | Buy | $15k - $50k | +30dFiling |
| Dec 5, 2023 | TSN TYSON FOODS INC CLA | Buy | $100k - $250k | +38dFiling |
| Dec 7, 2023 | UTHR UNITED THERAPEUTICS CORP | Buy | $15k - $50k | +36dFiling |
| Dec 13, 2023 | WBD WARNER BROS DISCOVERY | Buy | $1k - $15k | +30dFiling |
| Dec 20, 2023 | VT VTEL VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | $50k - $100k | +23dFiling |
| Dec 20, 2023 | VC VCRM VANGUARD MUN BD FDSTAX-EXEMPT BD INDEXFD ETF | Buy | $500k - $1M | +23dFiling |
| Dec 13, 2023 | DF DFAE OFA EMERGING MARKETS | Buy | $1k - $15k | +30dFiling |
| Dec 20, 2023 | HL HLMIX HARDING LOEVNER INTL | Buy | $15k - $50k | +23dFiling |
| Dec 1, 2023 | VT VTEL VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES | Buy | $50k - $100k | +42dFiling |
| Dec 22, 2023 | VT VTI VANGUARD TOTAL STOCK | Buy | $50k - $100k | +21dFiling |
| Dec 20, 2023 | GOOGL ALPHABET INC-CLC | Buy | - | +23dFiling |
| Dec 20, 2023 | ATR APTARGROUP INC GOM | Buy | $15k - $50k | +23dFiling |
| Dec 21, 2023 | BA BAYZF BAYERAG | Buy | $100k - $250k | +22dFiling |
| Jan 8, 2024 | DCI DONALDSON INC COM | Buy | $1k - $15k | +4dFiling |
| Jan 8, 2024 | FTNT FORTINET INC | Buy | $15k - $50k | +4dFiling |
| Jan 8, 2024 | GE GENERAL ELECTRIC CO | Buy | $100k - $250k | +4dFiling |
| Dec 20, 2023 | HLI HOULIHAN LOKEY INC OLA | Buy | $15k - $50k | +23dFiling |
| Dec 22, 2023 | TKR TIMKEN CO COM | Buy | $1k - $15k | +21dFiling |
| Jan 8, 2024 | TS TSM TAIWAN SEMICONDUCTOR | Buy | $15k - $50k | +4dFiling |
| Jan 8, 2024 | SP SPY SPDR S&P 500 ETF TRUST | Buy | $50k - $100k | +4dFiling |
| Dec 20, 2023 | SKX SKECHERS U SA INCCLA | Buy | $1k - $15k | +23dFiling |
| Jan 8, 2024 | NSIT INSIGHT ENTERPRISESINC COM | Buy | $15k - $50k | +4dFiling |
| Dec 16, 2023 | ITT ITT INC COM | Buy | - | +27dFiling |
| Dec 8, 2023 | INTC INTEL CORP | Buy | $15k - $50k | +35dFiling |
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