| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Sale
|
Aug. 14, 2024 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Sale
|
Aug. 14, 2024 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Sale
|
Aug. 14, 2024 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Sale
|
Aug. 14, 2024 |
$100,001 - $250,000 |
| United Parcel Service, Inc. Common Stock (UPS) |
UPS |
STOCK |
Purchase
|
Aug. 7, 2024 |
$15,001 - $50,000 |
| McDonald's Corporation Common Stock (MCD) |
MCD |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| The Hershey Company Common Stock (HSY) |
HSY |
STOCK |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) |
LSYIX |
FUND |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| Chubb Limited Common Stock (CB) |
CB |
STOCK |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Purchase
|
Aug. 7, 2024 |
$15,001 - $50,000 |
| FIDELITY ADVISOR TOTAL BOND P CL Z (FBKWX) |
FBKWX |
FUND |
Sale
|
Aug. 7, 2024 |
$100,001 - $250,000 |
| FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF |
RISING |
ETF |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| Amgen Inc. - Common Stock (AMGN) |
AMGN |
STOCK |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| General Dynamics Corporation Common Stock (GD) |
GD |
STOCK |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) |
QQQM |
ETF |
Purchase
|
Aug. 7, 2024 |
$50,001 - $100,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Purchase
|
Aug. 7, 2024 |
$15,001 - $50,000 |
| Discover Financial Services Common Stock (DFS) |
DFS |
STOCK |
Sale
|
Aug. 6, 2024 |
$50,001 - $100,000 |
| INVESCO QQQ TR UNIT SER 1 (QQQ) |
QQQ |
ETF |
Sale
|
Aug. 6, 2024 |
$100,001 - $250,000 |
| Walmart Inc. Common Stock (WMT) |
WMT |
STOCK |
Sale (partial)
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| FIDELITY CONTRAFUND (FCNTX) |
FCNTX |
FUND |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| FIDELITY FLOATING HIGH RATE INCOME (FFRHX) |
FFRHX |
FUND |
Sale
|
Aug. 6, 2024 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Sale (partial)
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| FIDELITY NASDAQ COMPOSITE INDEX ETF (ONEQ) |
ONEQ |
ETF |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| FIDELITY QUALITY FACTOR ETF (FQAL) |
FQAL |
ETF |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| ISHARES CORE S&P 500 ETF |
IVV |
ETF |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| Pfizer, Inc. Common Stock (PFE) |
PFE |
STOCK |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| ISHARES CORE S&P SMALL CAP E S (IJR) |
IJR |
ETF |
Purchase
|
Aug. 6, 2024 |
$1,001 - $15,000 |
| ISHARES CORE S&P SMALL CAP E S (IJR) |
IJR |
ETF |
Sale
|
Aug. 6, 2024 |
$50,001 - $100,000 |
| LORD ABBETT ULTRA SHORT BOND CL I |
LABUX |
FUND |
Sale
|
Aug. 6, 2024 |
$100,001 - $250,000 |
| Lord Abbott Ultra Short Bond CL I (LUBYX) |
LUBYX |
FUND |
Sale
|
Aug. 6, 2024 |
$1,001 - $15,000 |
| BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) |
BRK.B |
STOCK |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| ISHARES TRUST CORE DIVID S GWTH (DGRO) |
DGRO |
ETF |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Sale (partial)
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| Cisco Systems, Inc. - Common Stock |
CSCO |
STOCK |
Sale
|
Aug. 6, 2024 |
$50,001 - |
| Costco Wholesale Corporation Common Stock (COST) |
COST |
STOCK |
Sale
|
Aug. 6, 2024 |
$15,001 - $50,000 |
| NextEra Energy, Inc. Common Stock (NEE) |
NEE |
STOCK |
Sale
|
Aug. 6, 2024 |
$50,001 - $100,000 |
| Kenvue Inc. Common Stock (KVUE) |
KVUE |
STOCK |
Sale
|
Aug. 6, 2024 |
$1,001 - $15,000 |
| FIRST TR EXCHANGE-TRADED FD VI SMID RISING ETF |
RISING |
ETF |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Amgen Inc. - Common Stock (AMGN) |
AMGN |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Chubb Limited Common Stock (CB) |
CB |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| FIDELITY ADVISOR TOTAL BOND P CL Z (FBKWX) |
FBKWX |
FUND |
Sale
|
Aug. 2, 2024 |
$15,001 - $50,000 |
| Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| General Dynamics Corporation Common Stock (GD) |
GD |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| INVESCO EXCHANGE TRADED FD TR II NASDAQ 100 ETF (QQQM) |
QQQM |
ETF |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) |
LSYIX |
FUND |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| McDonald's Corporation Common Stock (MCD) |
MCD |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Merck & Company, Inc. Common Stock (MRK) |
MRK |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Pepsico, Inc. (PEP) |
PEP |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Procter & Gamble Company (PG) |
PG |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| The Hershey Company Common Stock (HSY) |
HSY |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| United Parcel Service, Inc. Common Stock (UPS) |
UPS |
STOCK |
Purchase
|
Aug. 2, 2024 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Sale (partial)
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Pfizer, Inc. Common Stock (PFE) |
PFE |
STOCK |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| IShares Core S&P Small Cap E |
IJR |
ETF |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Walmart Inc. Common Stock (WMT) |
WMT |
STOCK |
Sale (partial)
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| INVESCO QQQ TR UNIT SER 1 |
QQQ |
ETF |
Sale
|
Aug. 1, 2024 |
$15,001 - $50,000 |
| FIDELITY MID CAP STOCK |
FMCXX |
FUND |
Sale (partial)
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Discover Financial Services Common Stock (DFS) |
DFS |
STOCK |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Costco Wholesale Corporation Common Stock (COST) |
COST |
STOCK |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Lord Abbott Ultra Short Bond CL I |
LABIX |
FUND |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Lockheed Martin Corporation Common Stock (LMT) |
LMT |
STOCK |
Sale (partial)
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) |
CSCO |
STOCK |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB) |
BRK.B |
STOCK |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| Kenvue Inc. Common Stock (KVUE) |
KVUE |
STOCK |
Sale
|
Aug. 1, 2024 |
$447.03 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Sale (partial)
|
Aug. 1, 2024 |
$1,001 - $15,000 |
| NextEra Energy, Inc. Common Stock (NEE) |
NEE |
STOCK |
Sale
|
Aug. 1, 2024 |
$1,001 - $15,000 |