| iShares Core Dividend growth ETF (DgRO) |
DGRO |
ETF |
Purchase
|
Sept. 30, 2021 |
$1,001 - $15,000 |
| iShares Core Dividend growth |
DGRO |
ETF |
Purchase
|
Sept. 30, 2021 |
$1,001 - $15,000 |
| Devon Energy Corporation (DVN) |
DVN |
STOCK |
Purchase
|
Sept. 30, 2021 |
$1,001 - $15,000 |
| Devon Energy Corporation (DVN) |
DVN |
STOCK |
Purchase
|
Sept. 30, 2021 |
$1,001 - $15,000 |
| Williams Companies, Inc. (WMb) |
WMB |
STOCK |
Purchase
|
Sept. 27, 2021 |
$1,001 - $15,000 |
| Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Purchase
|
Sept. 23, 2021 |
$100,001 - $250,000 |
| Medtronic plc. Ordinary Shares (MDT) |
MDT |
STOCK |
Purchase
|
Sept. 23, 2021 |
$100,001 - $250,000 |
| Raytheon Technologies Corporation (RTX) |
RTX |
STOCK |
Purchase
|
Sept. 23, 2021 |
$250,001 - $500,000 |
| unitedHealth group Incorporated Common Stock (uNH) |
UNH |
STOCK |
Purchase
|
Sept. 23, 2021 |
$250,001 - $500,000 |
| SPDR S&P 500 (SPY) |
SPY |
ETF |
Sale
|
Sept. 20, 2021 |
$500,001 - $1,000,000 |
| Pioneer Natural Resources Company (PXD) |
PXD |
STOCK |
Purchase
|
Sept. 17, 2021 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
Sept. 16, 2021 |
$1,001 - $15,000 |
| NextEra Energy, Inc. (NEE) |
NEE |
STOCK |
Purchase
|
Sept. 15, 2021 |
$1,001 - $15,000 |
| Rockwell Automation, Inc. (ROK) |
ROK |
STOCK |
Purchase
|
Sept. 10, 2021 |
$1,001 - $15,000 |
| Emerson Electric Company (EMR) |
EMR |
STOCK |
Purchase
|
Sept. 10, 2021 |
$1,001 - $15,000 |
| Microsoft Corporation (MSFT) |
MSFT |
STOCK |
Purchase
|
Sept. 9, 2021 |
$1,001 - $15,000 |
| iShares TIPS bond ETF (TIP) |
TIP |
ETF |
Purchase
|
Sept. 8, 2021 |
$1,001 - $15,000 |
| iShares TIPS bond ETF (TIP) |
TIP |
ETF |
Purchase
|
Sept. 8, 2021 |
$1,001 - $15,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Purchase
|
Sept. 7, 2021 |
$1,001 - $15,000 |
| Columbia Diversified Fixed Income Allocation ETF (DIAl) |
DIAL |
ETF |
Purchase
|
Sept. 7, 2021 |
$1,001 - $15,000 |
| Honeywell International Inc. (HON) |
HON |
STOCK |
Purchase
|
Sept. 3, 2021 |
$1,001 - $15,000 |
| unitedHealth group Incorporated Common Stock (uNH) |
UNH |
STOCK |
Purchase
|
Sept. 2, 2021 |
$50,001 - $100,000 |
| Progress Software Corporation (PRgS) |
PRGS |
STOCK |
Purchase
|
Sept. 2, 2021 |
$15,001 |
| Progress Software Corporation (PRgS) |
PRGS |
STOCK |
Purchase
|
Sept. 2, 2021 |
$1,001 - $15,000 |
| Raytheon Technologies Corporation (RTX) |
RTX |
STOCK |
Purchase
|
Sept. 2, 2021 |
$50,001 - $100,000 |
| Cadence Design Systems, Inc. (CDNS) |
CDNS |
STOCK |
Purchase
|
Sept. 2, 2021 |
$15,001 - $50,000 |
| Johnson & Johnson (JNJ) |
JNJ |
STOCK |
Purchase
|
Sept. 2, 2021 |
$50,001 - $100,000 |
| IQVIA Holdings, Inc. (IQV) |
IQV |
STOCK |
Purchase
|
Sept. 2, 2021 |
$15,001 - $50,000 |
| Exxon Mobil Corporation (XOM) |
XOM |
STOCK |
Purchase
|
Sept. 2, 2021 |
$1,001 - $15,000 |
| Intel Corporation (INTC) |
INTC |
STOCK |
Purchase
|
Sept. 2, 2021 |
$50,001 - $100,000 |
| ICON plc - Ordinary Shares (IClR) |
ICLR |
STOCK |
Purchase
|
Sept. 2, 2021 |
$15,001 - $50,000 |