| JP Morgan Chase & Co. (JPM) |
JPM |
STOCK |
Purchase
|
July 31, 2021 |
$1,001 - $15,000 |
| Alphabet Inc. - Class A (gOOgl) |
GOOGL |
STOCK |
Purchase
|
July 30, 2021 |
$100,001 - $250,000 |
| Amazon.com, Inc. (AMZN) |
AMZN |
STOCK |
Purchase
|
July 30, 2021 |
$50,001 - $100,000 |
| iShares TIPS bond ETF (TIP) |
TIP |
ETF |
Purchase
|
July 30, 2021 |
$250,001 - $500,000 |
| SPDR S&P 500 (SPY) |
SPY |
ETF |
Purchase
|
July 30, 2021 |
$500,001 - $1,000,000 |
| Fidelity Dividend ETF for Rising Rates (FDRR) |
FDRR |
ETF |
Purchase
|
July 30, 2021 |
$50,001 - $100,000 |
| Fidelity MSCI Health Care Index ETF (FHlC) |
FHLC |
ETF |
Purchase
|
July 30, 2021 |
$50,001 - $100,000 |
| NextEra Energy, Inc. (NEE) |
NEE |
STOCK |
Purchase
|
July 30, 2021 |
$50,001 - $100,000 |
| JPMorgan Equity Premium Income ETF (JEPI) |
JEPI |
ETF |
Purchase
|
July 30, 2021 |
$100,001 - $250,000 |
| NlAND REAl ESTATE INCOME TR I COM |
NYRT |
REAL ESTATE |
Purchase
|
July 26, 2021 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
July 21, 2021 |
$100,001 - $250,000 |
| Thermo Fisher Scientific Inc (TMO) |
TMO |
STOCK |
Purchase
|
July 21, 2021 |
$50,001 - $100,000 |
| PTC Inc. (PTC) |
PTC |
STOCK |
Purchase
|
July 21, 2021 |
$15,001 - $50,000 |
| Adobe Inc. (ADbE) |
ADBE |
STOCK |
Purchase
|
July 21, 2021 |
$50,001 - $100,000 |
| Rockwell Automation, Inc. (ROK) |
ROK |
STOCK |
Purchase
|
July 21, 2021 |
$50,001 - $100,000 |
| boston Scientific Corporation (bSX) |
BSX |
STOCK |
Purchase
|
July 21, 2021 |
$15,001 - $50,000 |
| Texas Instruments Incorporated (TXN) |
TXN |
STOCK |
Purchase
|
July 21, 2021 |
$100,001 - $250,000 |
| FS ENERgY & POWER FuND COMMON [PS] |
|
FUND |
Purchase
|
July 20, 2021 |
$1,001 - $15,000 |
| Pioneer Natural Resources Company (PXD) |
PXD |
STOCK |
Purchase
|
July 14, 2021 |
$1,001 - $15,000 |
| iShares TIPS bond ETF (TIP) |
TIP |
ETF |
Purchase
|
July 8, 2021 |
$1,001 - $15,000 |
| T. Rowe Price group, Inc. (TROW) |
TROW |
STOCK |
Purchase
|
July 7, 2021 |
$1,001 - $15,000 |
| Columbia Diversified Fixed Income Allocation ETF (DIAl) |
DIAL |
ETF |
Purchase
|
July 7, 2021 |
$1,001 - $15,000 |
| linde plc Ordinary Share (lIN) |
LIN |
STOCK |
Purchase
|
July 1, 2021 |
$15,001 - $50,000 |
| Medtronic plc. Ordinary Shares (MDT) |
MDT |
STOCK |
Purchase
|
July 1, 2021 |
$15,001 - $50,000 |
| Illinois Tool Works Inc. (ITW) |
ITW |
STOCK |
Purchase
|
July 1, 2021 |
$50,001 - $100,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
July 1, 2021 |
$100,001 - $250,000 |
| Fidelity Quality Factor ETF (FQAl) |
FQAL |
ETF |
Purchase
|
July 1, 2021 |
$100,001 - $250,000 |
| Emerson Electric Company (EMR) |
EMR |
STOCK |
Purchase
|
July 1, 2021 |
$50,001 - $100,000 |
| Eaton Vance Corporation Eaton Vance Tax-Managed buy-Write Opportunities Fund Common Shares of beneficial Interest (ETV) |
ETV |
FUND |
Purchase
|
July 1, 2021 |
$15,001 - $50,000 |
| DexCom, Inc. (DXCM) |
DXCM |
STOCK |
Purchase
|
July 1, 2021 |
$100,001 - $250,000 |
| Danaher Corporation (DHR) |
DHR |
STOCK |
Purchase
|
July 1, 2021 |
$50,001 - $100,000 |
| boston Scientific Corporation (bSX) |
BSX |
STOCK |
Purchase
|
July 1, 2021 |
$100,001 - $250,000 |
| JP Morgan Chase & Co. (JPM) |
JPM |
STOCK |
Purchase
|
July 1, 2021 |
$50,001 - $100,000 |
| Vuzix Corporation (VuZI) |
VUZI |
STOCK |
Purchase
|
July 1, 2021 |
$50,001 - $100,000 |
| iShares Core Dividend growth ETF (DgRO) |
DGRO |
ETF |
Purchase
|
July 1, 2021 |
$250,001 - $500,000 |