| Ross Stores, Inc. - Common Stock (ROST) |
ROST |
STOCK |
Sale (partial)
|
Aug. 13, 2024 |
$1,001 - $15,000 |
| Lam Research Corporation - Common S (LRCX) |
LRCX |
STOCK |
Sale
|
July 30, 2024 |
$1,001 - $15,000 |
| LPL Financial Holdings Inc. - Common Stock (LPLA) |
LPLA |
STOCK |
Sale
|
July 18, 2024 |
$1,001 - $15,000 |
| Discover Financial Services Common Stock (DFS) |
DFS |
STOCK |
Purchase
|
July 18, 2024 |
$1,001 - $15,000 |
| Veeva Systems Inc. Class A Common Stock (VEEV) |
VEEV |
STOCK |
Sale
|
July 16, 2024 |
$1,001 - $15,000 |
| Voya Financial, Inc. Common Stock (VOYA) |
VOYA |
STOCK |
Sale
|
July 5, 2024 |
$1,001 - $15,000 |
| KLA Corporation - Common Stock (KLAC) |
KLAC |
STOCK |
Sale (partial)
|
June 26, 2024 |
$1,001 - $15,000 |
| Medtronic plc. Ordinary Shares (MDT) |
MDT |
STOCK |
Purchase
|
June 18, 2024 |
$1,001 - $15,000 |
| ICON plc - Ordinary Shares (ICLR) |
ICLR |
STOCK |
Purchase
|
June 12, 2024 |
$1,001 - $15,000 |
| Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Purchase
|
June 3, 2024 |
$1,001 - $15,000 |
| American Express Company Common Stock (AXP) |
AXP |
STOCK |
Sale
|
June 3, 2024 |
$1,001 - $15,000 |
| Medtronic plc. Ordinary Shares (MDT) |
MDT |
STOCK |
Sale (partial)
|
June 3, 2024 |
$1,001 - $15,000 |
| Cardinal Health, Inc. Common Stock (CAH) |
CAH |
STOCK |
Purchase
|
June 3, 2024 |
$1,001 - $15,000 |
| Monster Beverage Corporation |
MNST |
STOCK |
Sale
|
June 3, 2024 |
$1,001 - $15,000 |
| Dollar General Corporation Common Stock (DG) |
DG |
STOCK |
Sale
|
June 3, 2024 |
$1,001 - $15,000 |
| Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Purchase
|
May 29, 2024 |
$1,001 - $15,000 |
| American Express Company Common Stock (AXP) |
AXP |
STOCK |
Sale (partial)
|
May 29, 2024 |
$1,001 - $15,000 |
| Crown Castle Inc. Common Stock (CCI) |
CCI |
STOCK |
Purchase
|
May 16, 2024 |
$1,001 - $15,000 |
| Fidelity National Financial, Inc. Common Stock Ex-Distribution When Issued (FNFV.V) |
FNF |
STOCK |
Purchase
|
May 15, 2024 |
$1,001 - $15,000 |
| Axalta Coating Systems Ltd. Common Shares (AXTA) |
AXTA |
STOCK |
Sale
|
May 6, 2024 |
$1,001 - $15,000 |
| Unilever PLC Common Stock (UL) |
UL |
STOCK |
Sale
|
May 6, 2024 |
$1,001 - $15,000 |
| Progressive Corporation (PGR) |
PGR |
STOCK |
Sale
|
May 2, 2024 |
$1,001 - $15,000 |
| Cardinal Health, Inc. Common Stock (CAH) |
CAH |
STOCK |
Purchase
|
May 2, 2024 |
$1,001 - $15,000 |
| Crown Castle Inc. Common Stock (CCI) |
CCI |
STOCK |
Purchase
|
May 2, 2024 |
$1,001 - $15,000 |
| Progressive Corporation (PGR) |
PGR |
STOCK |
Sale (partial)
|
April 10, 2024 |
$1,001 - $15,000 |
| Philip Morris International Inc Common Stock (PM) |
PM |
STOCK |
Sale
|
April 9, 2024 |
$1,001 - $15,000 |
| Verizon Communications Inc. Common Stock (VZ) |
VZ |
STOCK |
Sale
|
March 26, 2024 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock |
NVDA |
STOCK |
Purchase
|
March 26, 2024 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock |
NVDA |
STOCK |
Purchase
|
March 13, 2024 |
$1,001 - $15,000 |
| Labcorp Holdings Inc. Common Stock (LH) |
LH |
STOCK |
Sale
|
March 6, 2024 |
$1,001 - $15,000 |
| Thermo Fisher Scientific Inc Common Stock (TMO) |
TMO |
STOCK |
Purchase
|
March 6, 2024 |
$1,001 - $15,000 |
| Mondelez International, Inc. - Class A |
MDLZ |
STOCK |
Sale
|
March 5, 2024 |
$1,001 - $15,000 |
| Diageo plc Common Stock (DEO) |
DEO |
STOCK |
Purchase
|
March 5, 2024 |
$1,001 - $15,000 |
| Electronic Arts Inc. - Common Stock (EA) |
EA |
STOCK |
Purchase
|
March 1, 2024 |
$1,001 - $15,000 |
| Electronic Arts Inc. - Common Stock (EA) |
EA |
STOCK |
Purchase
|
Feb. 23, 2024 |
$1,001 - $15,000 |
| Westinghouse Air Brake Technologies Corporation Common Stock (WAB) |
WAB |
STOCK |
Purchase
|
Feb. 14, 2024 |
$1,001 - $15,000 |
| NVIDIA Corporation - Common Stock |
NVDA |
STOCK |
Purchase
|
Feb. 9, 2024 |
$1,001 - $15,000 |
| Caterpillar, Inc. Common Stock (CAT) |
CAT |
STOCK |
Sale
|
Feb. 5, 2024 |
$1,001 - $15,000 |
| Bristol-Myers Squibb Company Common Stock (BMY) |
BMY |
STOCK |
Sale
|
Jan. 18, 2024 |
$1,001 - $15,000 |
| Visa Inc. (V) |
V |
STOCK |
Sale (partial)
|
Jan. 5, 2024 |
$1,001 - $15,000 |
| Fox Corporation - Class A Common Stock (FOXA) |
FOXA |
STOCK |
Sale
|
Dec. 22, 2023 |
$1,001 - $15,000 |
| BP p.l.c. Common Stock (BP) |
BP |
STOCK |
Purchase
|
Nov. 16, 2023 |
$1,001 - $15,000 |
| Elevance Health, Inc. Common Stock (ELV) |
ELV |
STOCK |
Purchase
|
Nov. 16, 2023 |
$1,001 - $15,000 |
| Fortive Corporation Common Stock (FTV) |
FTV |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Fox Corporation - Class A Common Stock (FOXA) |
FOXA |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Honeywell International Inc. (HON) |
HON |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Humana Inc. Common Stock (HUM) |
HUM |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Illinois Tool Works Inc. Common Stock (ITW) |
ITW |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Intercontinental Exchange Inc. Common Stock (ICE) |
ICE |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| International Business Machines Corporation Common Stock (IBM) |
IBM |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| KLA Corporation - Common Stock (KLAC) |
KLAC |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Labcorp Holdings Inc. Common Stock (LH) |
LH |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Lam Research Corporation - Common |
LRCX |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Las Vegas Sands Corp. Common Stock (LVS) |
LVS |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Linde plc - Ordinary Shares (LIN) |
LIN |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Lockheed Martin Corporation Common Stock (LMT) |
LMT |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| LPL Financial Holdings Inc. - Common Stock (LPLA) |
LPLA |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Marsh & McLennan Companies, Inc. Common Stock (MMC) |
MMC |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Marvell Technology, Inc. - Common Stock (MRVL) |
MRVL |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| McDonald's Corporation Common Stock |
MCD |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Medtronic plc. Ordinary Shares (MDT) |
MDT |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Merck & Company, Inc. Common Stock (MRK) |
MRK |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Meta Platforms, Inc. - Class A Common Stock (META) |
META |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Microchip Technology Incorporated - Common Stock (MCHP) |
MCHP |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Micron Technology, Inc. - Common Stock (MU) |
MU |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
Nov. 10, 2023 |
$15,001 - $50,000 |
| Mondelez International, Inc. - Class A |
MDLZ |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Monster Beverage Corporation |
MNST |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Morgan Stanley Common Stock |
MS |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Northrop Grumman Corporation |
NOC |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Novo Nordisk A/S Common Stock |
NVO |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Otis Worldwide Corporation Common Stock (OTIS) |
OTIS |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Parker-Hannifin Corporation Common Stock (PH) |
PH |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Pepsico, Inc. (PEP) |
PEP |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Philip Morris International Inc Common Stock (PM) |
PM |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| PNC Financial Services Group, Inc. (PNC) |
PNC |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| PPG Industries, Inc. Common Stock (PPG) |
PPG |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Procter & Gamble Company (PG) |
PG |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Progressive Corporation (PGR) |
PGR |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Reinsurance Group of America, Incorporated Common Stock (RGA) |
RGA |
STOCK |
Sale
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Ross Stores, Inc. - Common Stock (ROST) |
ROST |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Sanofi - American Depositary Shares (SNY) |
SNY |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Shell PLC American Depositary Shares (SHEL) |
SHEL |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Skechers U.S.A., Inc. Common Stock (SKX) |
SKX |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Sony Group Corporation American Depositary Shares (SONY) |
SONY |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Southern Company (SO) |
SO |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Tenet Healthcare Corporation Common Stock (THC) |
THC |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Texas Instruments Incorporated - Common Stock (TXN) |
TXN |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| TKO Group Holdings, Inc. Class A Common Stock (TKO) |
TKO |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Trane Technologies plc (TT) |
TT |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Unilever PLC Common Stock (UL) |
UL |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Union Pacific Corporation Common Stock (UNP) |
UNP |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| United Parcel Service, Inc. Common Stock (UPS) |
UPS |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Valero Energy Corporation Common Stock (VLO) |
VLO |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Veeva Systems Inc. Class A Common Stock (VEEV) |
VEEV |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Verizon Communications Inc. Common Stock (VZ) |
VZ |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Visa Inc. (V) |
V |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Voya Financial, Inc. Common Stock (VOYA) |
VOYA |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Walmart Inc. Common Stock (WMT) |
WMT |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Waste Management, Inc. Common Stock (WM) |
WM |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Wells Fargo & Company Common Stock (WFC) |
WFC |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Abbott Laboratories Common Stock (ABT) |
ABT |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Zebra Technologies Corporation - Class A Common Stock (ZBRA) |
ZBRA |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| AbbVie Inc. Common Stock (ABBV) |
ABBV |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Advanced Micro Devices, Inc. (AMD) |
AMD |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Allegion plc Ordinary Shares (ALLE) |
ALLE |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Alphabet Inc. - Class A Common Stock (GOOGL) |
GOOGL |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Amazon.com, Inc. - Common Stock (AMZN) |
AMZN |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| American Electric Power Company, Inc. (AEP) |
AEP |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| American Express Company Common Stock (AXP) |
AXP |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Analog Devices, Inc. - Common Stock (ADI) |
ADI |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Applied Materials, Inc. - Common Stock (AMAT) |
AMAT |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Aptiv PLC Ordinary Shares (APTV) |
APTV |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| AT&T Inc. (T) |
T |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) |
ADP |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Avantor, Inc. Common Stock (AVTR) |
AVTR |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Axalta Coating Systems Ltd. Common Shares (AXTA) |
AXTA |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Bank of America Corporation Common Stock (BAC) |
BAC |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Becton, Dickinson and Company Common Stock (BDX) |
BDX |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. Common Stock (BRK.B) |
BRK.B |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| BlackRock, Inc. Common Stock (BLK) |
BLK |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Bristol-Myers Squibb Company Common Stock (BMY) |
BMY |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Broadcom Inc. - Common Stock (AVGO) |
AVGO |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Caterpillar, Inc. Common Stock (CAT) |
CAT |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Chevron Corporation Common Stock (CVX) |
CVX |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Chubb Limited Common Stock (CB) |
CB |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Ciena Corporation (CIEN) |
CIEN |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Cisco Systems, Inc. - Common Stock (CSCO) |
CSCO |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| CME Group Inc. - Class A Common Stock (CME) |
CME |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Coca-Cola Company (KO) |
KO |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) |
CTSH |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Comcast Corporation - Class A |
CMCSA |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| ConocoPhillips Common Stock (COP) |
COP |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Corteva, Inc. Common Stock (CTVA) |
CTVA |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Cummins Inc. Common Stock (CMI) |
CMI |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Dollar General Corporation Common Stock (DG) |
DG |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Dollar Tree, Inc. - Common Stock (DLTR) |
DLTR |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Eaton Corporation, PLC Ordinary Shares (ETN) |
ETN |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Elevance Health, Inc. Common Stock (ELV) |
ELV |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Entergy Corporation Common Stock (ETR) |
ETR |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| EOG Resources, Inc. Common Stock (EOG) |
EOG |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |
| Exxon Mobil Corporation Common Stock (XOM) |
XOM |
STOCK |
Purchase
|
Nov. 10, 2023 |
$1,001 - $15,000 |