Scott Franklin
Trades
157
73 buy / 84 sell
Buy Win Rate
68%
69 buy trades scored
Avg. Buy Return
+6.2%
Dollar-weighted avg
vs S&P 500
-10.0%
Same holding periods
Trading Performance
Based on 69 buys scored
Avg. Buy Return+6.2%
S&P 500 (same periods)+16.2%
Alpha vs S&P 500-10.0%
Buy Win Rate68%
Sell Timing59%
Buy / Sell Trades34 / 44
Buy/Sell Ratio0.8x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
157 trades disclosed
HSY
The Hershey Company Common Stock
Type:
Sell
Date
Feb 10, 2026
HSY
The Hershey Company Common Stock
Type:
Sell
Date
Feb 10, 2026
IV
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Oct 14, 2025
UNP
Union Pacific Corporation Common Stock
Type:
Buy
Date
Oct 14, 2025
IV
IVV
iShares Core S&P 500 ETF
Type:
Sell
Date
Oct 14, 2025
UNP
Union Pacific Corporation Common Stock
Type:
Buy
Date
Oct 14, 2025
NV
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Aug 4, 2025
NV
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Aug 4, 2025
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Aug 4, 2025
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Aug 4, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Jul 22, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Jul 22, 2025
KVUE
Kenvue Inc. Common Stock
Type:
Sell
Date
Jun 16, 2025
MCD
McDonald's Corporation Common Stock
Type:
Sell
Date
Jun 16, 2025
MRK
Merck & Company, Inc. Common Stock
Type:
Sell
Date
Jun 16, 2025
MSFT
Microsoft Corporation - Common Stock
Type:
Sell
Date
Jun 16, 2025
PG
Procter & Gamble Company
Type:
Sell
Date
Jun 16, 2025
UPS
United Parcel Service, Inc. Common Stock
Type:
Sell
Date
Jun 16, 2025
V
Visa Inc.
Type:
Sell
Date
Jun 16, 2025
WMT
Walmart Inc. Common Stock
Type:
Sell
Date
Jun 16, 2025
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Sell
Date
Jun 16, 2025
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Sell
Date
Jun 16, 2025
AAPL
Apple Inc. - Common Stock
Type:
Sell
Date
Jun 16, 2025
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Jun 16, 2025
HD
Home Depot, Inc.
Type:
Sell
Date
Jun 16, 2025
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Jun 16, 2025
PEP
Pepsico, Inc.
Type:
Sell
Date
Jun 16, 2025
JPM
JP Morgan Chase & Co. Common Stock
Type:
Sell
Date
Jun 16, 2025
AAPL
Apple Inc. - Common Stock
Type:
Sell
Date
Jan 30, 2024
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Aug 7, 2024
APD
Air Products and Chemicals, Inc. Common Stock
Type:
Buy
Date
Aug 7, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Aug 7, 2024
MRK
Merck & Company, Inc. Common Stock
Type:
Buy
Date
Aug 7, 2024
MSFT
Microsoft Corporation - Common Stock
Type:
Buy
Date
Aug 7, 2024
PEP
Pepsico, Inc.
Type:
Buy
Date
Aug 7, 2024
PG
Procter & Gamble Company
Type:
Buy
Date
Aug 7, 2024
SBUX
Starbucks Corporation - Common Stock
Type:
Buy
Date
Aug 7, 2024
HSY
The Hershey Company Common Stock
Type:
Buy
Date
Aug 7, 2024
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Aug 7, 2024
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Buy
Date
Aug 7, 2024
V
Visa Inc.
Type:
Buy
Date
Aug 7, 2024
WMT
Walmart Inc. Common Stock
Type:
Buy
Date
Aug 7, 2024
WMT
Walmart Inc. Common Stock
Type:
Sell
Date
Jan 30, 2024
SBUX
Starbucks Corporation - Common Stock
Type:
Sell
Date
Jan 30, 2024
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Sell
Date
Jan 30, 2024
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Buy
Date
Sep 25, 2024
ITW
Illinois Tool Works Inc. Common Stock
Type:
Buy
Date
Sep 25, 2024
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Aug 7, 2024
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Aug 7, 2024
BRK-B
Berkshire Hathaway Inc. New Common Stock
Type:
Buy
Date
Aug 7, 2024
CB
Chubb Limited Common Stock
Type:
Buy
Date
Aug 7, 2024
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Buy
Date
Aug 7, 2024
COST
Costco Wholesale Corporation - Common Stock
Type:
Buy
Date
Aug 7, 2024
FB
FBKWX
Fidelity Advisor Total
Type:
Buy
Date
Aug 7, 2024
SD
SDVY
FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF
Type:
Buy
Date
Aug 7, 2024
GD
General Dynamics Corporation Common Stock
Type:
Buy
Date
Aug 7, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Aug 7, 2024
QQ
QQQM
INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF
Type:
Buy
Date
Aug 7, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Aug 7, 2024
JPM
JP Morgan Chase & Co. Common Stock
Type:
Buy
Date
Aug 7, 2024
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Aug 7, 2024
LS
LSYIX
LORD ABBETT SHORT DURATION HIGH YLD I
Type:
Buy
Date
Aug 7, 2024
MCD
McDonald's Corporation Common Stock
Type:
Buy
Date
Aug 7, 2024
UNP
Union Pacific Corporation Common Stock
Type:
Buy
Date
Apr 21, 2025
BWIN
The Baldwin Insurance Group, Inc. - Class A Common Stock
Type:
Sell
Date
Apr 10, 2025
NV
NVO
Novo Nordisk A/S Common Stock
Type:
Sell
Date
Mar 27, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Sell
Date
Jan 28, 2025
COST
Costco Wholesale Corporation - Common Stock
Type:
Sell
Date
Jan 28, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Feb 26, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Feb 26, 2025
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Feb 18, 2025
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Feb 18, 2025
BWIN
The Baldwin Insurance Group, Inc. - Class A Common Stock
Type:
Sell
Date
Feb 6, 2025
BWIN
The Baldwin Insurance Group, Inc. - Class A Common Stock
Type:
Sell
Date
Feb 7, 2025
ITW
Illinois Tool Works Inc. Common
Type:
Buy
Date
Sep 25, 2024
ADP
Automatic Data Processing, Inc. -
Type:
Buy
Date
Sep 24, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Sell
Date
Aug 1, 2024
QQ
QQQ
INVESCO QQQ TR UNIT SER 1 [OT
Type:
Sell
Date
Aug 1, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Aug 14, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Aug 14, 2024
SBUX
Starbucks Corporation - Common
Type:
Sell
Date
Aug 14, 2024
CB
Chubb Limited Common Stock
Type:
Buy
Date
Aug 7, 2024
APD
Air Products and Chemicals, Inc.
Type:
Buy
Date
Aug 7, 2024
GD
General Dynamics Corporation
Type:
Buy
Date
Aug 7, 2024
MCD
McDonald's Corporation Common
Type:
Buy
Date
Aug 7, 2024
LORD ABBETT SHORT DURATION
Type:
Buy
Date
Aug 7, 2024
UPS
United Parcel Service, Inc. Common
Type:
Buy
Date
Aug 7, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Aug 7, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Aug 7, 2024
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Aug 7, 2024
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Aug 7, 2024
SBUX
Starbucks Corporation - Common
Type:
Buy
Date
Aug 7, 2024
QQ
QQQM
INVESCO EXCHANGE TRADED FD
Type:
Buy
Date
Aug 7, 2024
FB
FBKWX
FIDELITY ADVISOR TOTAL
Type:
Buy
Date
Aug 7, 2024
FD
FDL
FIRST TR EXCHANGE-TRADED FD
Type:
Buy
Date
Aug 7, 2024
LS
LSYIX
LORD ABBETT SHORT DURATION HIGH YLD I
Type:
Buy
Date
Aug 7, 2024
PFE
Pfizer, Inc. Common Stock
Type:
Sell
Date
Aug 6, 2024
BRK-B
BERKSHIRE HATHAWAY INC COM
Type:
Sell
Date
Aug 6, 2024
COST
Costco Wholesale Corporation -
Type:
Sell
Date
Aug 6, 2024
FIDELITY CONTRAFUND [OT
Type:
Sell
Date
Aug 6, 2024
ON
ONEQ
FIDELITY NASDAQ COMPOSITE
Type:
Sell
Date
Aug 6, 2024
IV
IVV
ISHARES CORE S&P 500 ETF [OT
Type:
Sell
Date
Aug 6, 2024
QQ
QQQ
INVESCO QQQ TR UNIT SER
Type:
Sell
Date
Aug 6, 2024
IJ
IJR
ISHARES CORE S&P SMALL CAP E
Type:
Sell
Date
Aug 6, 2024
DG
DGRO
ISHARES TRUST CORE DIVID
Type:
Sell
Date
Aug 6, 2024
ABT
Lord Abbott Ultra Short
Type:
Sell
Date
Aug 6, 2024
LORD ABBETT ULTRA SHORT
Type:
Sell
Date
Aug 6, 2024
WMT
Walmart Inc. Common Stock
Type:
Sell
Date
Aug 6, 2024
KVUE
Kenvue Inc. Common Stock
Type:
Sell
Date
Aug 6, 2024
MSFT
Microsoft Corporation - Common
Type:
Sell
Date
Aug 6, 2024
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Aug 6, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Aug 6, 2024
AAPL
Apple Inc. - Common Stock
Type:
Sell
Date
Aug 6, 2024
FQ
FQAL
FIDELITY QUALITY FACTOR ETF
Type:
Sell
Date
Aug 6, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Sell
Date
Aug 6, 2024
LU
LUBYX
Lord Abbott Ultra Short
Type:
Sell
Date
Aug 6, 2024
BR
BRKB
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Type:
Sell
Date
Aug 6, 2024
DFS
Discover Financial Services Common Stock
Type:
Sell
Date
Aug 6, 2024
FF
FFRHX
FIDELITY FLOATING HIGH RATE INCOME
Type:
Sell
Date
Aug 6, 2024
IJ
IJR
ISHARES CORE S&P SMALL CAP E
Type:
Sell
Date
Aug 6, 2024
QQ
QQQM
INVESCO EXCHANGE TRADED FD
Type:
Buy
Date
Aug 2, 2024
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Aug 2, 2024
APD
Air Products and Chemicals, Inc.
Type:
Buy
Date
Aug 2, 2024
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Aug 2, 2024
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Aug 2, 2024
CB
Chubb Limited Common Stock
Type:
Buy
Date
Aug 2, 2024
GD
General Dynamics Corporation
Type:
Buy
Date
Aug 2, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Aug 2, 2024
MCD
McDonald's Corporation Common
Type:
Buy
Date
Aug 2, 2024
LORD ABBETT SHORT DURATION
Type:
Buy
Date
Aug 2, 2024
PG
Procter & Gamble Company
Type:
Buy
Date
Aug 2, 2024
PEP
Pepsico, Inc.
Type:
Buy
Date
Aug 2, 2024
SBUX
Starbucks Corporation - Common
Type:
Buy
Date
Aug 2, 2024
HSY
The Hershey Company Common
Type:
Buy
Date
Aug 2, 2024
UPS
United Parcel Service, Inc. Common Stock
Type:
Buy
Date
Aug 2, 2024
FB
FBKWX
FIDELITY ADVISOR TOTAL
Type:
Buy
Date
Aug 2, 2024
FD
FDL
FIRST TR EXCHANGE-TRADED FD
Type:
Buy
Date
Aug 2, 2024
LS
LSYIX
LORD ABBETT SHORT DURATION HIGH YLD I
Type:
Buy
Date
Aug 2, 2024
LMT
Lockheed Martin Corporation
Type:
Sell
Date
Aug 1, 2024
AAPL
Apple Inc. - Common Stock
Type:
Sell
Date
Aug 1, 2024
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Sell
Date
Aug 1, 2024
COST
Costco Wholesale Corporation -
Type:
Sell
Date
Aug 1, 2024
FIDELITY MID CAP STOCK [OT
Type:
Sell
Date
Aug 1, 2024
KVUE
Kenvue Inc. Common Stock
Type:
Sell
Date
Aug 1, 2024
IShares Core S&P Small Cap E [OT
Type:
Sell
Date
Aug 1, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Sell
Date
Aug 1, 2024
ABT
Lord Abbott Ultra Short
Type:
Sell
Date
Aug 1, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Aug 1, 2024
PFE
Pfizer, Inc. Common Stock
Type:
Sell
Date
Aug 1, 2024
WMT
Walmart Inc. Common Stock
Type:
Sell
Date
Aug 1, 2024
BR
BRKB
BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B
Type:
Sell
Date
Aug 1, 2024
DFS
Discover Financial Services Common Stock
Type:
Sell
Date
Aug 1, 2024
IA
IAU
IShares Core S&P Small Cap E [OT
Type:
Sell
Date
Aug 1, 2024
BRP
The Baldwin Insurance Group, Inc. - Class A Common Stock
Type:
Sell
Date
May 8, 2024
BWIN
The Baldwin Insurance Group, Inc. -
Type:
Sell
Date
May 8, 2024
BRP
BRP Group, Inc. - Class A Common
Type:
Sell
Date
Mar 21, 2024
BRP
BRP Group, Inc. - Class A Common
Type:
Sell
Date
Apr 9, 2024
Date | Ticker | Type | Amount Range | Disclosure Delay |
|---|---|---|---|---|
| Feb 10, 2026 | HSY The Hershey Company Common Stock | Sell | $50k - $100k | +13dFiling |
| Feb 10, 2026 | HSY The Hershey Company Common Stock | Sell | $1k - $15k | +13dFiling |
| Oct 14, 2025 | IV IVV iShares Core S&P 500 ETF | Sell | $1k - $15k | +8dFiling |
| Oct 14, 2025 | UNP Union Pacific Corporation Common Stock | Buy | $50k - $100k | +8dFiling |
| Oct 14, 2025 | IV IVV iShares Core S&P 500 ETF | Sell | $50k - $100k | +8dFiling |
| Oct 14, 2025 | UNP Union Pacific Corporation Common Stock | Buy | $1k - $15k | +8dFiling |
| Aug 4, 2025 | NV NVO Novo Nordisk A/S Common Stock | Sell | $1k - $15k | +10dFiling |
| Aug 4, 2025 | NV NVO Novo Nordisk A/S Common Stock | Sell | $15k - $50k | +10dFiling |
| Aug 4, 2025 | CMCSA Comcast Corporation - Class A Common Stock | Sell | $15k - $50k | +10dFiling |
| Aug 4, 2025 | CMCSA Comcast Corporation - Class A Common Stock | Sell | $1k - $15k | +10dFiling |
| Jul 22, 2025 | UPS United Parcel Service, Inc. Common Stock | Sell | $1k - $15k | +9dFiling |
| Jul 22, 2025 | UPS United Parcel Service, Inc. Common Stock | Sell | $50k - $100k | +9dFiling |
| Jun 16, 2025 | KVUE Kenvue Inc. Common Stock | Sell | $1k - $15k | +28dFiling |
| Jun 16, 2025 | MCD McDonald's Corporation Common Stock | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | MRK Merck & Company, Inc. Common Stock | Sell | $1k - $15k | +28dFiling |
| Jun 16, 2025 | MSFT Microsoft Corporation - Common Stock | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | PG Procter & Gamble Company | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | UPS United Parcel Service, Inc. Common Stock | Sell | $1k - $15k | +28dFiling |
| Jun 16, 2025 | V Visa Inc. | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | WMT Walmart Inc. Common Stock | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | GOOG Alphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | +28dFiling |
| Jun 16, 2025 | BRK-B Berkshire Hathaway Inc. New Common Stock | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | AAPL Apple Inc. - Common Stock | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | CSCO Cisco Systems, Inc. - Common Stock | Sell | $1k - $15k | +28dFiling |
| Jun 16, 2025 | HD Home Depot, Inc. | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | JNJ Johnson & Johnson Common Stock | Sell | $15k - $50k | +28dFiling |
| Jun 16, 2025 | PEP Pepsico, Inc. | Sell | $1k - $15k | +28dFiling |
| Jun 16, 2025 | JPM JP Morgan Chase & Co. Common Stock | Sell | $15k - $50k | +28dFiling |
| Jan 30, 2024 | AAPL Apple Inc. - Common Stock | Sell | $1k - $15k | Date uncertain |
| Aug 7, 2024 | ACN Accenture plc Class A Ordinary Shares | Buy | $1k - $15k | |
| Aug 7, 2024 | APD Air Products and Chemicals, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | MRK Merck & Company, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | MSFT Microsoft Corporation - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | PEP Pepsico, Inc. | Buy | $1k - $15k | |
| Aug 7, 2024 | PG Procter & Gamble Company | Buy | $1k - $15k | |
| Aug 7, 2024 | SBUX Starbucks Corporation - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | HSY The Hershey Company Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | UNH UnitedHealth Group Incorporated Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | V Visa Inc. | Buy | $1k - $15k | |
| Aug 7, 2024 | WMT Walmart Inc. Common Stock | Buy | $1k - $15k | |
| Jan 30, 2024 | WMT Walmart Inc. Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 30, 2024 | SBUX Starbucks Corporation - Common Stock | Sell | $1k - $15k | Date uncertain |
| Jan 30, 2024 | BRK-B Berkshire Hathaway Inc. New Common Stock | Sell | $1k - $15k | Date uncertain |
| Sep 25, 2024 | ADP Automatic Data Processing, Inc. - Common Stock | Buy | $1k - $15k | |
| Sep 25, 2024 | ITW Illinois Tool Works Inc. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | AAPL Apple Inc. - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | BRK-B Berkshire Hathaway Inc. New Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | CB Chubb Limited Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | CMCSA Comcast Corporation - Class A Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | COST Costco Wholesale Corporation - Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | FB FBKWX Fidelity Advisor Total | Buy | $1k - $15k | |
| Aug 7, 2024 | SD SDVY FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF | Buy | $1k - $15k | |
| Aug 7, 2024 | GD General Dynamics Corporation Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | HD Home Depot, Inc. | Buy | $1k - $15k | |
| Aug 7, 2024 | QQ QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF | Buy | $1k - $15k | |
| Aug 7, 2024 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | JPM JP Morgan Chase & Co. Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | LMT Lockheed Martin Corporation Common Stock | Buy | $1k - $15k | |
| Aug 7, 2024 | LS LSYIX LORD ABBETT SHORT DURATION HIGH YLD I | Buy | $1k - $15k | |
| Aug 7, 2024 | MCD McDonald's Corporation Common Stock | Buy | $1k - $15k | |
| Apr 21, 2025 | UNP Union Pacific Corporation Common Stock | Buy | $1k - $15k | +42dFiling |
| Apr 10, 2025 | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $500k - $1M | +7dFiling |
| Mar 27, 2025 | NV NVO Novo Nordisk A/S Common Stock | Sell | $15k - $50k | +15dFiling |
| Jan 28, 2025 | COST Costco Wholesale Corporation - Common Stock | Sell | $1k - $15k | |
| Jan 28, 2025 | COST Costco Wholesale Corporation - Common Stock | Sell | $50k - $100k | |
| Feb 26, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $50k - $100k | +20dFiling |
| Feb 26, 2025 | AMZN Amazon.com, Inc. - Common Stock | Buy | $1k - $15k | +20dFiling |
| Feb 18, 2025 | LMT Lockheed Martin Corporation Common Stock | Buy | $15k - $50k | +28dFiling |
| Feb 18, 2025 | LMT Lockheed Martin Corporation Common Stock | Buy | $1k - $15k | +28dFiling |
| Feb 6, 2025 | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $15k - $50k | +17dFiling |
| Feb 7, 2025 | BWIN The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $1M - $5M | +16dFiling |
| Sep 25, 2024 | ITW Illinois Tool Works Inc. Common | Buy | $50k - $100k | +20dFiling |
| Sep 24, 2024 | ADP Automatic Data Processing, Inc. - | Buy | $50k - $100k | +21dFiling |
| Aug 1, 2024 | GOOG Alphabet Inc. - Class C Capital Stock | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | QQ QQQ INVESCO QQQ TR UNIT SER 1 [OT | Sell | $15k - $50k | +19dFiling |
| Aug 14, 2024 | SBUX Starbucks Corporation - Common | Sell | $1k - $15k | +6dFiling |
| Aug 14, 2024 | SBUX Starbucks Corporation - Common | Sell | $1k - $15k | +6dFiling |
| Aug 14, 2024 | SBUX Starbucks Corporation - Common | Sell | $1k - $15k | +6dFiling |
| Aug 7, 2024 | CB Chubb Limited Common Stock | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | APD Air Products and Chemicals, Inc. | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | GD General Dynamics Corporation | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | MCD McDonald's Corporation Common | Buy | $1k - $15k | +13dFiling |
| Aug 7, 2024 | LORD ABBETT SHORT DURATION | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | UPS United Parcel Service, Inc. Common | Buy | $15k - $50k | +13dFiling |
| Aug 7, 2024 | JNJ Johnson & Johnson Common Stock | Buy | $15k - $50k | +13dFiling |
| Aug 7, 2024 | HSY The Hershey Company Common | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | ACN Accenture plc Class A Ordinary Shares | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | AMGN Amgen Inc. - Common Stock | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | SBUX Starbucks Corporation - Common | Buy | $15k - $50k | +13dFiling |
| Aug 7, 2024 | QQ QQQM INVESCO EXCHANGE TRADED FD | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | FB FBKWX FIDELITY ADVISOR TOTAL | Buy | $100k - $250k | +13dFiling |
| Aug 7, 2024 | FD FDL FIRST TR EXCHANGE-TRADED FD | Buy | $50k - $100k | +13dFiling |
| Aug 7, 2024 | LS LSYIX LORD ABBETT SHORT DURATION HIGH YLD I | Buy | $50k - $100k | +13dFiling |
| Aug 6, 2024 | PFE Pfizer, Inc. Common Stock | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | BRK-B BERKSHIRE HATHAWAY INC COM | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | COST Costco Wholesale Corporation - | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | FIDELITY CONTRAFUND [OT | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | ON ONEQ FIDELITY NASDAQ COMPOSITE | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | IV IVV ISHARES CORE S&P 500 ETF [OT | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | QQ QQQ INVESCO QQQ TR UNIT SER | Sell | $100k - $250k | +14dFiling |
| Aug 6, 2024 | IJ IJR ISHARES CORE S&P SMALL CAP E | Sell | $50k - $100k | +14dFiling |
| Aug 6, 2024 | DG DGRO ISHARES TRUST CORE DIVID | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | ABT Lord Abbott Ultra Short | Sell | $1k - $15k | +14dFiling |
| Aug 6, 2024 | LORD ABBETT ULTRA SHORT | Sell | $100k - $250k | +14dFiling |
| Aug 6, 2024 | WMT Walmart Inc. Common Stock | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | KVUE Kenvue Inc. Common Stock | Sell | $1k - $15k | +14dFiling |
| Aug 6, 2024 | MSFT Microsoft Corporation - Common | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | CSCO Cisco Systems, Inc. - Common Stock | Sell | $50k - $100k | +14dFiling |
| Aug 6, 2024 | NEE NextEra Energy, Inc. Common Stock | Sell | $50k - $100k | +14dFiling |
| Aug 6, 2024 | AAPL Apple Inc. - Common Stock | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | FQ FQAL FIDELITY QUALITY FACTOR ETF | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | JPM JP Morgan Chase & Co. Common | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | LU LUBYX Lord Abbott Ultra Short | Sell | $1k - $15k | +14dFiling |
| Aug 6, 2024 | BR BRKB BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Sell | $15k - $50k | +14dFiling |
| Aug 6, 2024 | DFS Discover Financial Services Common Stock | Sell | $50k - $100k | +14dFiling |
| Aug 6, 2024 | FF FFRHX FIDELITY FLOATING HIGH RATE INCOME | Sell | $1k - $15k | +14dFiling |
| Aug 6, 2024 | IJ IJR ISHARES CORE S&P SMALL CAP E | Sell | $1k - $15k | +14dFiling |
| Aug 2, 2024 | QQ QQQM INVESCO EXCHANGE TRADED FD | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | MRK Merck & Company, Inc. Common | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | APD Air Products and Chemicals, Inc. | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | AMGN Amgen Inc. - Common Stock | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | ACN Accenture plc Class A Ordinary Shares | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | CB Chubb Limited Common Stock | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | GD General Dynamics Corporation | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | JNJ Johnson & Johnson Common Stock | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | MCD McDonald's Corporation Common | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | LORD ABBETT SHORT DURATION | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | PG Procter & Gamble Company | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | PEP Pepsico, Inc. | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | SBUX Starbucks Corporation - Common | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | HSY The Hershey Company Common | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | UPS United Parcel Service, Inc. Common Stock | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | FB FBKWX FIDELITY ADVISOR TOTAL | Buy | $15k - $50k | +18dFiling |
| Aug 2, 2024 | FD FDL FIRST TR EXCHANGE-TRADED FD | Buy | $1k - $15k | +18dFiling |
| Aug 2, 2024 | LS LSYIX LORD ABBETT SHORT DURATION HIGH YLD I | Buy | $1k - $15k | +18dFiling |
| Aug 1, 2024 | LMT Lockheed Martin Corporation | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | AAPL Apple Inc. - Common Stock | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | CSCO Cisco Systems, Inc. - Common Stock | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | COST Costco Wholesale Corporation - | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | FIDELITY MID CAP STOCK [OT | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | KVUE Kenvue Inc. Common Stock | Sell | $447 | +19dFiling |
| Aug 1, 2024 | IShares Core S&P Small Cap E [OT | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | JPM JP Morgan Chase & Co. Common | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | ABT Lord Abbott Ultra Short | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | NEE NextEra Energy, Inc. Common Stock | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | PFE Pfizer, Inc. Common Stock | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | WMT Walmart Inc. Common Stock | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | BR BRKB BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | DFS Discover Financial Services Common Stock | Sell | $1k - $15k | +19dFiling |
| Aug 1, 2024 | IA IAU IShares Core S&P Small Cap E [OT | Sell | $1k - $15k | +19dFiling |
| May 8, 2024 | BRP The Baldwin Insurance Group, Inc. - Class A Common Stock | Sell | $500k - $1M | +25dFiling |
| May 8, 2024 | BWIN The Baldwin Insurance Group, Inc. - | Sell | $500k - $1M | +25dFiling |
| Mar 21, 2024 | BRP BRP Group, Inc. - Class A Common | Sell | $1M - $5M | +33dFiling |
| Apr 9, 2024 | BRP BRP Group, Inc. - Class A Common | Sell | $1k - $15k | +14dFiling |
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