| Sterling Infrastructure, Inc. - Common Stock (STRL) |
STRL |
STOCK |
Purchase
|
March 3, 2025 |
$1,001 - $15,000 |
| Hillman Solutions Corp. - Common Stock (HLMN) |
HLMN |
STOCK |
Purchase
|
March 3, 2025 |
$1,001 - $15,000 |
| ANSYS, Inc. - Common Stock (ANSS) |
ANSS |
STOCK |
Sale (partial)
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Cadence Design Systems, Inc. - Common Stock (CDNS) |
CDNS |
STOCK |
Sale (partial)
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Chipotle Mexican Grill, Inc. Common Stock (CMG) |
CMG |
STOCK |
Sale (partial)
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Danaher Corporation Common Stock (DHR) |
DHR |
STOCK |
Sale (partial)
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Dollar General Corporation Common Stock (DG) |
DG |
STOCK |
Purchase
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Wynn Resorts, Limited - Common Stock (WYNN) |
WYNN |
STOCK |
Sale
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Align Technology, Inc. - Common Stock (ALGN) |
ALGN |
STOCK |
Sale
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Tesla, Inc. - Common Stock (TSLA) |
TSLA |
STOCK |
Purchase
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Uber Technologies, Inc. Common Stock (UBER) |
UBER |
STOCK |
Purchase
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Sale
|
Feb. 26, 2025 |
$15,001 - $50,000 |
| Walgreens Boots Alliance, Inc. Common Stock (WBA) |
WBA |
STOCK |
Sale
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Akamai Technologies, Inc. - Common Stock (AKAM) |
AKAM |
STOCK |
Sale
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Enerpac Tool Group Corp. Common Stock (EPAC) |
EPAC |
STOCK |
Purchase
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Ford Motor Company Common Stock (F) |
F |
STOCK |
Sale (partial)
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| General Motors Company Common Stock (GM) |
GM |
STOCK |
Sale (partial)
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Humana Inc. Common Stock (HUM) |
HUM |
STOCK |
Purchase
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Merck & Company, Inc. Common Stock (MRK) |
MRK |
STOCK |
Purchase
|
Feb. 26, 2025 |
$15,001 - $50,000 |
| Microsoft Corporation - Common Stock (MSFT) |
MSFT |
STOCK |
Purchase
|
Feb. 26, 2025 |
$15,001 - $50,000 |
| Pacific Gas & Electric Co. Common Stock (PCG) |
PCG |
STOCK |
Sale
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Pfizer, Inc. Common Stock (PFE) |
PFE |
STOCK |
Purchase
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Southwest Airlines Company Common Stock (LUV) |
LUV |
STOCK |
Sale
|
Feb. 26, 2025 |
$1,001 - $15,000 |
| Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) |
WTW |
STOCK |
Sale
|
Feb. 24, 2025 |
$1,001 - $15,000 |
| Boston Scientific Corporation Common Stock (BSX) |
BSX |
STOCK |
Sale (partial)
|
Feb. 24, 2025 |
$1,001 - $15,000 |
| ICF International, Inc. - Common Stock (ICFI) |
ICFI |
STOCK |
Sale
|
Feb. 20, 2025 |
$1,001 - $15,000 |
| El Camino CA Community College District GO Bonds [GS] |
|
BOND |
Purchase
|
Feb. 19, 2025 |
$250,001 - $500,000 |
| Anaheim CA Elementary School District GO Bonds |
|
BOND |
Purchase
|
Feb. 10, 2025 |
$100,001 - $250,000 |