Julie Johnson(age: 59)
500
Total Trades
75
Buys
422
Sells
$47.5M
Est. Net Worth (2025)
$3K - $1M
Disclosed Trades Value
2025-12-18
Last Trade
Portfolio Concentration
Top holdings by estimated value — hover for details
Estimated Portfolio
Derived from disclosed trades. Amounts are STOCK Act disclosure ranges, not exact values.
| Ticker | Company | Last Action | Buys | Sells | Est. Value | Last Trade |
|---|---|---|---|---|---|---|
|
|
3M Co | sell | 4 | 3 | $0 - $56K | Dec 18th, 2025 |
|
|
Capital One Financial Corp | sell | 4 | 3 | $0 - $56K | Dec 18th, 2025 |
|
|
The Bank of New York Mellon Corp | sell | 4 | 3 | $0 - $56K | Dec 18th, 2025 |
|
|
Fidelity National Information Services Inc | sell | 3 | 3 | $0 - $41K | Dec 18th, 2025 |
|
|
Packaging Corp Of America | sell | 3 | 3 | $0 - $41K | Dec 18th, 2025 |
|
|
Alphabet Inc | sell | 3 | 4 | $0 - $40K | Dec 18th, 2025 |
|
|
The Progressive Corp | sell | 3 | 4 | $0 - $40K | Dec 18th, 2025 |
|
|
Boeing Co | sell | 2 | 2 | $0 - $27K | Dec 3rd, 2025 |
|
|
The Goldman Sachs Group Inc | sell | 2 | 3 | $0 - $26K | Dec 18th, 2025 |
|
|
Merck & Co Inc | sell | 2 | 3 | $0 - $26K | Dec 18th, 2025 |
|
|
CME Group Inc | sell | 2 | 3 | $0 - $26K | Dec 18th, 2025 |
|
|
Eaton Corp PLC | sell | 2 | 5 | $0 - $24K | Dec 18th, 2025 |
|
|
Cigna Corp | sell | 2 | 5 | $0 - $24K | Dec 18th, 2025 |
|
|
Charles River Laboratories International Inc | buy | 1 | 0 | $1K - $15K | Jan 15th, 2025 |
|
|
Dollar General Corporation | buy | 1 | 0 | $1K - $15K | Jan 15th, 2025 |
|
|
Dow Inc | buy | 1 | 0 | $1K - $15K | Jan 15th, 2025 |
|
|
BorgWarner Inc | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
CONSTELLATION ENE CORP | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Dollar Tree Inc | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Edison International | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Aptiv PLC | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Arista Networks Inc | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Eversource Energy | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Ford Motor Co | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Freeport-McMoRan Inc | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Hasbro Inc | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
SUPER MICRO COMPUTER INC | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
The Hershey Co | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
MSCI Inc | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
ON Semiconductor Corp | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
SBA Communications Corp | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
| VST | Vistra Corp | sell | 1 | 1 | $0 - $13K | Apr 1st, 2025 |
|
|
Enphase Energy Inc | sell | 1 | 1 | $0 - $13K | Feb 12th, 2025 |
|
|
The Estee Lauder Cos Inc | sell | 1 | 1 | $0 - $13K | Feb 12th, 2025 |
|
|
Juniper Networks Inc | sell | 1 | 1 | $0 - $13K | Feb 12th, 2025 |
|
|
MarketAxess Holdings Inc | sell | 1 | 1 | $0 - $13K | Feb 12th, 2025 |
|
|
Walgreens Boots Alliance Inc | sell | 1 | 1 | $0 - $13K | Feb 12th, 2025 |
|
|
Palantir Technologies Inc | sell | 1 | 2 | $0 - $12K | Jun 30th, 2025 |
|
|
Uber Technologies Inc | sell | 1 | 2 | $0 - $12K | Apr 7th, 2025 |
|
|
Teradyne Inc | sell | 1 | 2 | $0 - $12K | Apr 1st, 2025 |
|
|
PayPal Holdings Inc | sell | 1 | 2 | $0 - $12K | Apr 1st, 2025 |
|
|
Regeneron Pharmaceuticals Inc | sell | 1 | 2 | $0 - $12K | Apr 1st, 2025 |
|
|
General Dynamics Corp | sell | 1 | 3 | $0 - $11K | Dec 18th, 2025 |
|
|
NXP Semiconductors NV | sell | 1 | 3 | $0 - $11K | Dec 18th, 2025 |
|
|
Carrier Global Corp | sell | 1 | 3 | $0 - $11K | Dec 18th, 2025 |
|
|
Danaher Corp | sell | 1 | 3 | $0 - $11K | Dec 18th, 2025 |
|
|
Union Pacific Corp | sell | 1 | 3 | $0 - $11K | Dec 18th, 2025 |
|
|
Wells Fargo & Co | sell | 1 | 3 | $0 - $11K | Dec 18th, 2025 |
|
|
Bristol-Myers Squibb Co | sell | 1 | 4 | $0 - $10K | Dec 18th, 2025 |
|
|
ConocoPhillips | sell | 1 | 4 | $0 - $10K | Dec 18th, 2025 |
|
|
RTX Corp | sell | 1 | 4 | $0 - $10K | Dec 18th, 2025 |
|
|
Chevron Corp | sell | 1 | 5 | $0 - $9K | Dec 18th, 2025 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Dec 18th, 2025 | Jan 16th, 2026 |
|
3M Co | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Abbott Laboratories | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
AbbVie Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Air Products and Chemicals Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Alphabet Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
American Express Co | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
EOG Resources Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Fidelity National Information Services Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
General Dynamics Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
The Goldman Sachs Group Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
The Home Depot Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
International Business Machines Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Johnson & Johnson | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
McDonald's Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Medtronic PLC | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Merck & Co Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Mondelez International Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Morgan Stanley | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
NextEra Energy Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Norfolk Southern Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
NXP Semiconductors NV | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Packaging Corp Of America | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
PepsiCo Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Philip Morris International Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
The Procter & Gamble Co | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
The Progressive Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Analog Devices Inc | sell | $1K - $15K | Not Disclosed |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Arthur J. Gallagher & Co | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Bank of America Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Blackstone Group Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Bristol-Myers Squibb Co | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Capital One Financial Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Carrier Global Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Schwab (Charles) Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Chevron Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
CME Group Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
CMS Energy Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Comcast Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
ConocoPhillips | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Danaher Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
DEERE & COMPANY | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Dover Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Republic Services Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
RTX Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Seagate Technology Holdings PLC | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Texas Instruments Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
The Bank of New York Mellon Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Cigna Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
The TJX Companies Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Union Pacific Corp | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Unitedhealth Group Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Verizon Communications Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Walmart Inc | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Wells Fargo & Co | sell | $1K - $15K | Joint |
| Dec 18th, 2025 | Jan 16th, 2026 |
|
Xcel Energy Inc | sell | $1K - $15K | Joint |
| Dec 9th, 2025 | Jan 16th, 2026 |
|
CMS Energy Corp | sell | $1K - $15K | Joint |
| Dec 9th, 2025 | Jan 16th, 2026 |
|
Public Service Enterprise Group Inc | sell | $1K - $15K | Joint |
| Dec 9th, 2025 | Jan 16th, 2026 |
|
ServiceNow Inc | sell | $1K - $15K | Joint |
| Dec 3rd, 2025 | Jan 16th, 2026 |
|
Boeing Co | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
McDonald's Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Medtronic PLC | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Merck & Co Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Mondelez International Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Morgan Stanley | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
NextEra Energy Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Norfolk Southern Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
NXP Semiconductors NV | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Packaging Corp Of America | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
PepsiCo Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Philip Morris International Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
The Procter & Gamble Co | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
The Progressive Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Republic Services Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
RTX Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Seagate Technology Holdings PLC | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Texas Instruments Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
The Bank of New York Mellon Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Cigna Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
The TJX Companies Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Union Pacific Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Unitedhealth Group Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Verizon Communications Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Walmart Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Wells Fargo & Co | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
3M Co | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Abbott Laboratories | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
AbbVie Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Air Products and Chemicals Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Alphabet Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
American Express Co | sell | $1K - $15K | Not Disclosed |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Analog Devices Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Arthur J. Gallagher & Co | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Bank of America Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Blackstone Group Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Bristol-Myers Squibb Co | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Capital One Financial Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Carrier Global Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Schwab (Charles) Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Chevron Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
CME Group Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
CMS Energy Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Comcast Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
ConocoPhillips | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Danaher Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
DEERE & COMPANY | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Dover Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
EOG Resources Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Fidelity National Information Services Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
General Dynamics Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
The Goldman Sachs Group Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
The Home Depot Inc | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
International Business Machines Corp | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Johnson & Johnson | sell | $1K - $15K | Joint |
| Nov 13th, 2025 | Dec 12th, 2025 |
|
Xcel Energy Inc | sell | $1K - $15K | Joint |
| Nov 3rd, 2025 | Dec 12th, 2025 |
|
Mondelez International Inc | sell | $1K - $15K | Joint |
| Nov 3rd, 2025 | Dec 12th, 2025 |
|
Quest Diagnostics Inc | sell | $1K - $15K | Joint |
| Nov 3rd, 2025 | Dec 12th, 2025 |
|
VERISK ANALYTICS Inc | sell | $1K - $15K | Joint |
| Nov 3rd, 2025 | Dec 12th, 2025 |
|
Adobe Inc | sell | $1K - $15K | Joint |
| Nov 3rd, 2025 | Dec 12th, 2025 |
|
International Paper Co | sell | $1K - $15K | Joint |
| Oct 31st, 2025 | Nov 17th, 2025 |
|
Parker-Hannifin Corp | sell | $1K - $15K | Joint |
| Oct 31st, 2025 | Nov 17th, 2025 |
|
Alphabet Inc | buy | $1K - $15K | Joint |
| Oct 27th, 2025 | Nov 17th, 2025 |
|
Alphabet Inc | buy | $1K - $15K | Joint |
| Oct 22nd, 2025 | Nov 17th, 2025 |
|
NortonLifeLock Inc | sell | $1K - $15K | Joint |
| Oct 22nd, 2025 | Nov 17th, 2025 |
|
Weyerhaeuser Co | sell | $1K - $15K | Joint |
| Oct 22nd, 2025 | Nov 17th, 2025 |
|
ALASKA AIR GROUP Inc | sell | $1K - $15K | Joint |
| Oct 22nd, 2025 | Nov 17th, 2025 |
|
DEERE & COMPANY | sell | $1K - $15K | Joint |
| Oct 22nd, 2025 | Nov 17th, 2025 |
|
F5 Inc | sell | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 17th, 2025 |
|
The PNC Financial Services Group Inc | sell | $1K - $15K | Joint |
| Oct 21st, 2025 | Nov 17th, 2025 |
|
Alphabet Inc | buy | $1K - $15K | Joint |
| Oct 8th, 2025 | Nov 17th, 2025 |
|
Parker-Hannifin Corp | sell | $1K - $15K | Joint |
| Oct 7th, 2025 | Nov 17th, 2025 |
|
Carrier Global Corp | buy | $1K - $15K | Joint |
| Oct 7th, 2025 | Nov 17th, 2025 |
|
Danaher Corp | buy | $1K - $15K | Not Disclosed |
| Oct 6th, 2025 | Nov 17th, 2025 |
|
The Kroger Co | sell | $1K - $15K | Joint |
| Oct 6th, 2025 | Nov 17th, 2025 |
|
Verisign Inc | sell | $1K - $15K | Joint |
| Oct 6th, 2025 | Nov 17th, 2025 |
|
Carrier Global Corp | sell | $1K - $15K | Joint |
| Oct 6th, 2025 | Nov 17th, 2025 |
|
Fiserv Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
A. O. Smith Corp | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Ameren Corporation | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Colgate-Palmolive Co | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
DaVita Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Sempra | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Equinix Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Honeywell International Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
KeyCorp | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
LyondellBasell Industries NV | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
McCormick & Co Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Molson Coors Beverage Company | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Monster Beverage Corp | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Paychex Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Paycom Software Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
ROLLINS Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Cigna Corp | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
UDR Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
WEC Energy Group Inc | sell | $1K - $15K | Joint |
| Sep 25th, 2025 | Oct 8th, 2025 |
|
Xcel Energy Inc | sell | $1K - $15K | Joint |
| Sep 16th, 2025 | Oct 8th, 2025 |
|
Exxon Mobil Corp | sell | $1K - $15K | Not Disclosed |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Arthur J. Gallagher & Co | sell | $1K - $15K | Not Disclosed |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Bank of America Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Blackstone Group Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Bristol-Myers Squibb Co | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Capital One Financial Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Schwab (Charles) Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Chevron Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
CME Group Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
CMS Energy Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Comcast Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
ConocoPhillips | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
DEERE & COMPANY | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Dover Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
EOG Resources Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Exxon Mobil Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Fidelity National Information Services Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
General Dynamics Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
The Goldman Sachs Group Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
The Home Depot Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
International Business Machines Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Johnson & Johnson | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
McDonald's Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Medtronic PLC | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Merck & Co Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
3M Co | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Abbott Laboratories | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
AbbVie Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Air Products and Chemicals Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
American Express Co | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Analog Devices Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Unitedhealth Group Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Verizon Communications Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Walmart Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Wells Fargo & Co | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Xcel Energy Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Mondelez International Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Morgan Stanley | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
NextEra Energy Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Norfolk Southern Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
NXP Semiconductors NV | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Packaging Corp Of America | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Parker-Hannifin Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
PepsiCo Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Philip Morris International Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
The PNC Financial Services Group Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
The Procter & Gamble Co | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
The Progressive Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Republic Services Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
RTX Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Seagate Technology Holdings PLC | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Texas Instruments Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
The Bank of New York Mellon Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Cigna Corp | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
The TJX Companies Inc | sell | $1K - $15K | Joint |
| Aug 14th, 2025 | Sep 12th, 2025 |
|
Union Pacific Corp | sell | $1K - $15K | Joint |
| Aug 11th, 2025 | Sep 12th, 2025 |
|
Blackrock Inc | sell | $1K - $15K | Joint |
| Aug 11th, 2025 | Sep 12th, 2025 |
|
CME Group Inc | buy | $1K - $15K | Joint |
| Aug 4th, 2025 | Sep 12th, 2025 |
|
Packaging Corp Of America | buy | $1K - $15K | Joint |
| Jul 29th, 2025 | Aug 15th, 2025 |
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Jul 29th, 2025 | Aug 15th, 2025 |
|
Seagate Technology Holdings PLC | sell | $1K - $15K | Joint |
| Jul 25th, 2025 | Aug 15th, 2025 |
|
Chevron Corp | buy | $1K - $15K | Joint |
| Jul 25th, 2025 | Aug 15th, 2025 |
|
Exxon Mobil Corp | sell | $1K - $15K | Joint |
| Jul 25th, 2025 | Aug 15th, 2025 |
|
Packaging Corp Of America | buy | $1K - $15K | Joint |
| Jul 25th, 2025 | Aug 15th, 2025 |
|
Parker-Hannifin Corp | sell | $1K - $15K | Joint |
| Jul 24th, 2025 | Aug 15th, 2025 |
|
Unitedhealth Group Inc | sell | $1K - $15K | Joint |
| Jul 22nd, 2025 | Aug 15th, 2025 |
|
Blackrock Inc | sell | $1K - $15K | Joint |
| Jul 22nd, 2025 | Aug 15th, 2025 |
|
CME Group Inc | buy | $1K - $15K | Joint |
| Jul 22nd, 2025 | Aug 15th, 2025 |
|
Packaging Corp Of America | buy | $1K - $15K | Joint |
| Jul 22nd, 2025 | Aug 15th, 2025 |
|
Philip Morris International Inc | sell | $1K - $15K | Joint |
| Jul 21st, 2025 | Aug 15th, 2025 |
|
Chevron Corp | exchange | $1K - $15K | Joint |
| Jul 18th, 2025 | Aug 15th, 2025 |
|
Synopsys Inc | exchange | $1K - $15K | Joint |
| Jul 18th, 2025 | Aug 15th, 2025 |
|
The Bank of New York Mellon Corp | buy | $1K - $15K | Joint |
| Jun 30th, 2025 | Jul 15th, 2025 |
|
Palantir Technologies Inc | sell | $1K - $15K | Joint |
| Jun 18th, 2025 | Jul 15th, 2025 |
|
3M Co | buy | $1K - $15K | Joint |
| Jun 13th, 2025 | Jul 15th, 2025 |
|
Merck & Co Inc | buy | $1K - $15K | Joint |
| May 19th, 2025 | Jun 16th, 2025 |
|
Capital One Financial Corp | exchange | $1K - $15K | Joint |
| May 15th, 2025 | Jun 16th, 2025 |
|
Fidelity National Information Services Inc | buy | $1K - $15K | Joint |
| May 15th, 2025 | Jun 16th, 2025 |
|
Morgan Stanley | sell | $1K - $15K | Joint |
| May 15th, 2025 | Jun 16th, 2025 |
|
The Bank of New York Mellon Corp | buy | $1K - $15K | Joint |
| May 2nd, 2025 | Jun 16th, 2025 |
|
General Dynamics Corp | buy | $1K - $15K | Joint |
| Apr 30th, 2025 | May 15th, 2025 |
|
Fidelity National Information Services Inc | buy | $1K - $15K | Joint |
| Apr 22nd, 2025 | May 15th, 2025 |
|
Blackstone Group Inc | sell | $1K - $15K | Joint |
| Apr 22nd, 2025 | May 15th, 2025 |
|
Fidelity National Information Services Inc | buy | $1K - $15K | Joint |
| Apr 15th, 2025 | May 15th, 2025 |
|
United Parcel Service Inc | sell | $1K - $15K | Joint |
| Apr 11th, 2025 | May 15th, 2025 |
|
3M Co | buy | $1K - $15K | Joint |
| Apr 11th, 2025 | May 15th, 2025 |
|
United Parcel Service Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
BLUE BIRD CORP | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Carlisle Cos Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Chevron Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Chubb Ltd | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Discover Financial Services | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
DT Midstream Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Eli Lilly and Co | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Adobe Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
The Allstate Corporation | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Alphabet Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Amazon.com Inc | sell | $15K - $50K | Not Disclosed |
| Apr 7th, 2025 | May 15th, 2025 |
|
Apple Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
ASML Holding NV | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
AutoZone Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 | JBT | John Bean Technologies Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
JPMorgan Chase & Co | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
L3Harris Technologies Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Lam Research Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 | MRSH | Marsh & McLennan Companies Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Masco Corporation | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Meta Platforms Inc | sell | $15K - $50K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Equinix Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Exxon Mobil Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Fiserv Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
HCA Healthcare Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Honeywell International Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Howmet Aerospace Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Intuitive Surgical Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Stryker Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Thermo Fisher Scientific Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 | PNM | PNM Resources Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Uber Technologies Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Micron Technology Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Mondelez International Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Morgan Stanley | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Netflix Inc | sell | $15K - $50K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
NVIDIA Corporation | sell | $15K - $50K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Oracle Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Palo Alto Networks Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Pentair PLC | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
The Progressive Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Raymond James Financial Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Reliance Steel & Aluminum Co | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
RTX Corp | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
S&P Global Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
salesforce.com Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
The Sherwin-Williams Co | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Unitedhealth Group Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
VICI Properties Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Visa Inc | sell | $15K - $50K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Grainger (W.W.) Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Waste Management Inc | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Willis Towers Watson PLC | sell | $1K - $15K | Joint |
| Apr 7th, 2025 | May 15th, 2025 |
|
Workday Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
BALL CORPORATION | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Bio-Techne Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Boeing Co | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
BorgWarner Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Bristol-Myers Squibb Co | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Camden Property Trust | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Capital One Financial Corp | buy | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Chevron Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Comcast Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Conagra Brands Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
ConocoPhillips | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Constellation Brands Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
CONSTELLATION ENE CORP | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Crown Castle International Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
CVS Health Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Delta Air Lines Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Dollar Tree Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Eaton Corp PLC | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Edison International | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Electronic Arts Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
3M Co | buy | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Agilent Technologies Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Aptiv PLC | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Arista Networks Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
J.B. Hunt Transport Services Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Johnson & Johnson | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Keurig Dr Pepper Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Kimberly-Clark Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
L3Harris Technologies Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Las Vegas Sands Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Lockheed Martin Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Lowe's Cos Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Marathon Petroleum Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Eversource Energy | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
FactSet Research Systems Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
FedEx Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Ford Motor Co | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Freeport-McMoRan Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Generac Holdings Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
GLOBAL PAYMENTS Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Hasbro Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 | PEAK | Healthpeak Properties Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
HENRY SCHEIN Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
The Home Depot Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Honeywell International Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Starbucks Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
SUPER MICRO COMPUTER INC | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Sysco Corporation | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
T. Rowe Price Group Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Target Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Teradyne Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
The Hershey Co | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
The J M Smucker Company | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
The Kraft Heinz Co | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Trimble Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Uber Technologies Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Mettler-Toledo International Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Microsoft Corp | sell | $15K - $50K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Microsoft Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
MSCI Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
NextEra Energy Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Norfolk Southern Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
ON Semiconductor Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Palantir Technologies Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
PayPal Holdings Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
PepsiCo Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
PepsiCo Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Prologis Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
PTC Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 | — | Realty Income Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Regeneron Pharmaceuticals Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Republic Services Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
SBA Communications Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 | SMFKY | Smurfit Kappa Group PLC | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
United Parcel Service Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
United Parcel Service Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Verizon Communications Inc | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 | VST | Vistra Corp | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
The Walt Disney Co | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Weyerhaeuser Co | sell | $1K - $15K | Joint |
| Apr 1st, 2025 | May 15th, 2025 |
|
Zoetis Inc | sell | $1K - $15K | Joint |
| Mar 31st, 2025 | May 15th, 2025 |
|
Apple Inc | sell | $1K - $15K | Joint |
| Mar 21st, 2025 | Apr 15th, 2025 |
|
Capital One Financial Corp | buy | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 15th, 2025 |
|
Accenture PLC | sell | $1K - $15K | Joint |
| Mar 19th, 2025 | Apr 15th, 2025 |
|
Cigna Corp | buy | $1K - $15K | Joint |
| Mar 14th, 2025 | Apr 15th, 2025 |
|
Accenture PLC | sell | $1K - $15K | Joint |
| Mar 12th, 2025 | Apr 15th, 2025 |
|
3M Co | buy | $1K - $15K | Joint |
| Mar 12th, 2025 | Apr 15th, 2025 |
|
Accenture PLC | sell | $1K - $15K | Joint |
| Mar 11th, 2025 | Apr 15th, 2025 |
|
Sonos Inc | sell | $1K - $15K | Joint |
| Mar 11th, 2025 | Apr 15th, 2025 |
|
Taiwan Semiconductor Manufacturing Co Ltd | sell | $1K - $15K | Joint |
| Mar 11th, 2025 | Apr 15th, 2025 |
|
Webster Financial Corp | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 15th, 2025 |
|
Accenture PLC | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 15th, 2025 |
|
Agilent Technologies Inc | sell | $1K - $15K | Not Disclosed |
| Mar 3rd, 2025 | Apr 15th, 2025 |
|
Alcon Inc | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 15th, 2025 |
|
Alphabet Inc | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 15th, 2025 |
|
The PNC Financial Services Group Inc | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 15th, 2025 |
|
Teradyne Inc | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 15th, 2025 |
|
Cigna Corp | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 15th, 2025 | SEAS | SeaWorld Entertainment Inc | sell | $1K - $15K | Joint |
| Mar 3rd, 2025 | Apr 15th, 2025 |
|
Zoetis Inc | sell | $1K - $15K | Joint |
| Feb 25th, 2025 | Mar 13th, 2025 |
|
Norfolk Southern Corp | sell | $1K - $15K | Joint |
| Feb 25th, 2025 | Mar 13th, 2025 |
|
Union Pacific Corp | buy | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 13th, 2025 |
|
Blackrock Inc | sell | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 13th, 2025 |
|
Capital One Financial Corp | buy | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 13th, 2025 |
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 13th, 2025 |
|
Morgan Stanley | sell | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 13th, 2025 |
|
The PNC Financial Services Group Inc | sell | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 13th, 2025 |
|
The Progressive Corp | buy | $1K - $15K | Joint |
| Feb 24th, 2025 | Mar 13th, 2025 |
|
The Bank of New York Mellon Corp | buy | $1K - $15K | Joint |
| Feb 14th, 2025 | Mar 13th, 2025 |
|
Capital One Financial Corp | buy | $1K - $15K | Joint |
| Feb 14th, 2025 | Mar 13th, 2025 |
|
Chubb Ltd | sell | $1K - $15K | Joint |
| Feb 14th, 2025 | Mar 13th, 2025 |
|
The Progressive Corp | buy | $1K - $15K | Joint |
| Feb 14th, 2025 | Mar 13th, 2025 |
|
RTX Corp | buy | $1K - $15K | Joint |
| Feb 14th, 2025 | Mar 13th, 2025 |
|
The Bank of New York Mellon Corp | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Albemarle Corp | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Aptiv PLC | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Arista Networks Inc | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Boeing Co | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
BorgWarner Inc | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
CONSTELLATION ENE CORP | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Eaton Corp PLC | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Edison International | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Enphase Energy Inc | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
The Estee Lauder Cos Inc | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Ford Motor Co | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Freeport-McMoRan Inc | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Huntington Ingalls Industries Inc | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Juniper Networks Inc | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
MarketAxess Holdings Inc | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
ON Semiconductor Corp | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Palantir Technologies Inc | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
PayPal Holdings Inc | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Pfizer Inc | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Regeneron Pharmaceuticals Inc | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Teradyne Inc | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Tesla Inc | sell | $15K - $50K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
The AES Corp | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 | VST | Vistra Corp | buy | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Walgreens Boots Alliance Inc | sell | $1K - $15K | Joint |
| Feb 12th, 2025 | Mar 13th, 2025 |
|
Wells Fargo & Co | buy | $1K - $15K | Joint |
| Feb 11th, 2025 | Mar 13th, 2025 |
|
Amdocs Ltd | sell | $1K - $15K | Joint |
| Feb 11th, 2025 | Mar 13th, 2025 | CACI | CACI International Inc | sell | $1K - $15K | Joint |
| Feb 11th, 2025 | Mar 13th, 2025 |
|
PayPal Holdings Inc | sell | $1K - $15K | Joint |
| Feb 11th, 2025 | Mar 13th, 2025 |
|
Tesla Inc | sell | $1K - $15K | Joint |
| Feb 11th, 2025 | Mar 13th, 2025 |
|
Truist Financial Corp | sell | $1K - $15K | Joint |
| Feb 11th, 2025 | Mar 13th, 2025 |
|
Zimmer Biomet Holdings Inc | sell | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 13th, 2025 |
|
Microchip Technology Inc | sell | $1K - $15K | Joint |
| Feb 5th, 2025 | Mar 13th, 2025 |
|
NXP Semiconductors NV | buy | $1K - $15K | Joint |
| Feb 3rd, 2025 | Mar 13th, 2025 |
|
Eaton Corp PLC | buy | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 13th, 2025 | ALE | ALLETE Inc | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 13th, 2025 |
|
Dell Technologies Inc | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 13th, 2025 |
|
Intuit Inc | sell | $1K - $15K | Joint |
| Jan 28th, 2025 | Feb 13th, 2025 |
|
PepsiCo Inc | sell | $1K - $15K | Joint |
| Jan 27th, 2025 | Feb 13th, 2025 |
|
PPG Industries Inc | sell | $1K - $15K | Joint |
| Jan 24th, 2025 | Feb 13th, 2025 |
|
Chubb Ltd | sell | $1K - $15K | Joint |
| Jan 24th, 2025 | Feb 13th, 2025 |
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Joint |
| Jan 24th, 2025 | Feb 13th, 2025 |
|
Morgan Stanley | sell | $1K - $15K | Joint |
| Jan 24th, 2025 | Feb 13th, 2025 |
|
The Progressive Corp | buy | $1K - $15K | Joint |
| Jan 17th, 2025 | Feb 13th, 2025 |
|
Walmart Inc | sell | $1K - $15K | Joint |
| Jan 17th, 2025 | Feb 13th, 2025 |
|
Merck & Co Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Regeneron Pharmaceuticals Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
SBA Communications Corp | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
SOLVENTUM CORP | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
SUPER MICRO COMPUTER INC | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Cigna Corp | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
The Hershey Co | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Uber Technologies Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Verizon Communications Inc | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Walgreens Boots Alliance Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
American Tower Corp | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Boeing Co | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Bristol-Myers Squibb Co | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Broadcom Inc | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Charles River Laboratories International Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Conagra Brands Inc | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
ConocoPhillips | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Constellation Brands Inc | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
CoStar Group Inc | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
CVS Health Corp | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Danaher Corp | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Dollar General Corporation | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Dollar Tree Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Dow Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Enphase Energy Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
The Estee Lauder Cos Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Eversource Energy | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Hasbro Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Juniper Networks Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Lamb Weston Holdings Inc | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
MarketAxess Holdings Inc | buy | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Moderna Inc | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
Monster Beverage Corp | sell | $1K - $15K | Joint |
| Jan 15th, 2025 | Feb 13th, 2025 |
|
MSCI Inc | buy | $1K - $15K | Joint |