| Illinois Tool Works Inc. Common Stock (ITW) |
ITW |
STOCK |
Purchase
|
Sept. 25, 2024 |
$1,001 - $15,000 |
| Automatic Data Processing, Inc. - Common Stock (ADP) |
ADP |
STOCK |
Purchase
|
Sept. 25, 2024 |
$1,001 - $15,000 |
| Alphabet Inc. - Class C Capital Stock (GOOG) |
GOOG |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Amgen Inc. - Common Stock (AMGN) |
AMGN |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Accenture plc Class A Ordinary Shares (ACN) |
ACN |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Air Products and Chemicals, Inc. Common Stock (APD) |
APD |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| United Parcel Service, Inc. Common Stock (UPS) |
UPS |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| UnitedHealth Group Incorporated Common Stock (UNH) |
UNH |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Visa Inc. (V) |
V |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Walmart Inc. Common Stock (WMT) |
WMT |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) |
BRK.B |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Chubb Limited Common Stock (CB) |
CB |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Comcast Corporation - Class A Common Stock (CMCSA) |
CMCSA |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Costco Wholesale Corporation - Common Stock (COST) |
COST |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Fidelity Advisor Total Bond CL Z (FBKWX) |
FBKWX |
FUND |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| FIRST TR EXCHANGE-TRADED FD VI SMID RISNG ETF (SDVY) |
SDVY |
ETF |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| General Dynamics Corporation Common Stock (GD) |
GD |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Home Depot, Inc. (HD) |
HD |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF (QQQM) |
QQQM |
ETF |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Johnson & Johnson Common Stock (JNJ) |
JNJ |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| JP Morgan Chase & Co. Common Stock (JPM) |
JPM |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Lockheed Martin Corporation Common Stock (LMT) |
LMT |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX) [AB] |
LSYIX |
FUND |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| McDonald's Corporation Common Stock (MCD) [ST] |
MCD |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Merck & Company, Inc. Common Stock (MRK) [ST] |
MRK |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Microsoft Corporation - Common Stock (MSFT) [ST] |
MSFT |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Pepsico, Inc. (PEP) [ST] |
PEP |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Procter & Gamble Company (PG) [ST] |
PG |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| The Hershey Company Common Stock (HSY) |
HSY |
STOCK |
Purchase
|
Aug. 7, 2024 |
$1,001 - $15,000 |
| Berkshire Hathaway Inc. New Common Stock (BRK.B) |
BRK.B |
STOCK |
Sale (partial)
|
Jan. 30, 2024 |
$1,001 - $15,000 |
| Walmart Inc. Common Stock (WMT) |
WMT |
STOCK |
Sale (partial)
|
Jan. 30, 2024 |
$1,001 - $15,000 |
| Starbucks Corporation - Common Stock (SBUX) |
SBUX |
STOCK |
Sale (partial)
|
Jan. 30, 2024 |
$1,001 - $15,000 |
| Apple Inc. - Common Stock (AAPL) |
AAPL |
STOCK |
Sale (partial)
|
Jan. 30, 2024 |
$1,001 - $15,000 |