Jared Moskowitz(age: 45)
371
Total Trades
240
Buys
131
Sells
$12.1M
Est. Net Worth (2025)
$227K - $3.7M
Disclosed Trades Value
2025-12-02
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 |
|---|---|---|---|---|---|---|
 NVDA
|
NVIDIA Corporation | buy | 10 | 0 | $10K - $150K | Apr 16th, 2025 |
 AVGO
|
Broadcom Inc | buy | 8 | 3 | $0 - $137K | Oct 10th, 2025 |
 GS
|
The Goldman Sachs Group Inc | buy | 7 | 3 | $0 - $122K | Oct 10th, 2025 |
 AMZN
|
Amazon.com Inc | buy | 8 | 0 | $8K - $120K | Apr 7th, 2025 |
 ADI
|
Analog Devices Inc | buy | 8 | 0 | $8K - $120K | Apr 7th, 2025 |
 LIN
|
Linde PLC | buy | 6 | 0 | $6K - $90K | Apr 7th, 2025 |
 TSCO
|
Tractor Supply Co | buy | 6 | 0 | $6K - $90K | Apr 7th, 2025 |
 TMUS
|
T-Mobile US Inc | buy | 6 | 0 | $6K - $90K | Nov 8th, 2024 |
 GOOGL
|
Alphabet Inc | buy | 6 | 0 | $6K - $90K | Nov 8th, 2024 |
 SO
|
The Southern Co | buy | 6 | 1 | $0 - $88K | Dec 2nd, 2025 |
 ELV
|
Elevance Health Inc | sell | 6 | 3 | $0 - $86K | Mar 10th, 2025 |
 SHW
|
The Sherwin-Williams Co | sell | 7 | 6 | $0 - $84K | Oct 10th, 2025 |
 AXP
|
American Express Co | buy | 3 | 0 | $17K - $80K | Oct 10th, 2025 |
 CSCO
|
Cisco Systems Inc | buy | 3 | 0 | $17K - $80K | Oct 10th, 2025 |
 DELL
|
Dell Technologies Inc | buy | 3 | 0 | $17K - $80K | Oct 10th, 2025 |
 MCK
|
McKesson Corp | buy | 5 | 0 | $5K - $75K | Dec 2nd, 2025 |
 ORCL
|
Oracle Corp | buy | 5 | 0 | $5K - $75K | Apr 7th, 2025 |
 CMI
|
Cummins Inc | buy | 5 | 0 | $5K - $75K | Nov 8th, 2024 |
 ROP
|
Roper Technologies Inc | buy | 5 | 0 | $5K - $75K | Jul 5th, 2024 |
 MRK
|
Merck & Co Inc | sell | 5 | 3 | $0 - $71K | Jan 15th, 2025 |
 GWW
|
Grainger (W.W.) Inc | buy | 2 | 0 | $16K - $65K | Jul 5th, 2024 |
 ATO
|
Atmos Energy Corp | buy | 4 | 0 | $4K - $60K | Dec 2nd, 2025 |
 LMT
|
Lockheed Martin Corp | buy | 4 | 0 | $4K - $60K | Apr 7th, 2025 |
 TJX
|
The TJX Companies Inc | buy | 4 | 0 | $4K - $60K | Apr 7th, 2025 |
| BRK/B | Berkshire Hathaway Inc | buy | 4 | 0 | $4K - $60K | Nov 8th, 2024 |
 JPM
|
JPMorgan Chase & Co | buy | 4 | 0 | $4K - $60K | Nov 8th, 2024 |
 LLY
|
Eli Lilly and Co | buy | 4 | 0 | $4K - $60K | Dec 28th, 2023 |
 FDS
|
FactSet Research Systems Inc | sell | 4 | 3 | $0 - $56K | Jul 5th, 2024 |
 XLE
|
The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund | buy | 1 | 0 | $15K - $50K | Nov 8th, 2024 |
 TSM
|
Taiwan Semiconductor Manufacturing Co Ltd | buy | 3 | 0 | $3K - $45K | Oct 10th, 2025 |
 AMGN
|
Amgen Inc | buy | 3 | 0 | $3K - $45K | Apr 16th, 2025 |
 ABBV
|
AbbVie Inc | buy | 3 | 0 | $3K - $45K | Apr 7th, 2025 |
 ACN
|
Accenture PLC | buy | 3 | 0 | $3K - $45K | Apr 7th, 2025 |
 SYK
|
Stryker Corp | buy | 3 | 0 | $3K - $45K | Apr 7th, 2025 |
| GLDW | SPDR LONG DOLLAR GOLD TRUST | buy | 3 | 0 | $3K - $45K | Mar 10th, 2025 |
 META
|
Meta Platforms Inc | buy | 3 | 0 | $3K - $45K | Nov 8th, 2024 |
 MCD
|
McDonald's Corp | buy | 3 | 0 | $3K - $45K | Nov 8th, 2024 |
 SNA
|
Snap-On Inc | sell | 3 | 1 | $0 - $43K | Jul 5th, 2024 |
 JNJ
|
Johnson & Johnson | sell | 3 | 2 | $0 - $42K | Oct 10th, 2025 |
 WST
|
West Pharmaceutical Services Inc | sell | 3 | 2 | $0 - $42K | Feb 13th, 2025 |
 PEP
|
PepsiCo Inc | sell | 4 | 3 | $0 - $42K | Dec 2nd, 2025 |
 HCA
|
HCA Healthcare Inc | buy | 2 | 0 | $2K - $30K | May 15th, 2025 |
 CI
|
Cigna Corp | buy | 2 | 0 | $2K - $30K | May 15th, 2025 |
 QCOM
|
QUALCOMM Inc | buy | 2 | 0 | $2K - $30K | Apr 7th, 2025 |
 RPM
|
RPM International Inc | buy | 2 | 0 | $2K - $30K | Apr 7th, 2025 |
 V
|
Visa Inc | buy | 2 | 0 | $2K - $30K | Apr 7th, 2025 |
 HD
|
The Home Depot Inc | buy | 2 | 0 | $2K - $30K | Nov 8th, 2024 |
 AAPL
|
Apple Inc | buy | 2 | 0 | $2K - $30K | Feb 13th, 2024 |
 SPGI
|
S&P Global Inc | buy | 2 | 0 | $2K - $30K | Feb 13th, 2024 |
 COST
|
Costco Wholesale Corp | buy | 2 | 0 | $2K - $30K | Dec 28th, 2023 |
 MSFT
|
Microsoft Corp | buy | 2 | 0 | $2K - $30K | Sep 1st, 2023 |
 PEG
|
Public Service Enterprise Group Inc | buy | 2 | 1 | $0 - $28K | Dec 2nd, 2025 |
 NEE
|
NextEra Energy Inc | sell | 2 | 2 | $0 - $27K | Apr 7th, 2025 |
 MDLZ
|
Mondelez International Inc | sell | 2 | 2 | $0 - $27K | Jul 5th, 2024 |
 TXN
|
Texas Instruments Inc | sell | 3 | 3 | $0 - $27K | Oct 10th, 2025 |
 UNH
|
Unitedhealth Group Inc | sell | 2 | 3 | $0 - $26K | May 15th, 2025 |
 HON
|
Honeywell International Inc | buy | 1 | 0 | $1K - $15K | Apr 7th, 2025 |
 ITW
|
Illinois Tool Works Inc | buy | 1 | 0 | $1K - $15K | Apr 7th, 2025 |
 CB
|
Chubb Ltd | buy | 1 | 0 | $1K - $15K | Jul 5th, 2024 |
 BRO
|
Brown & Brown Inc | buy | 1 | 0 | $1K - $15K | Dec 28th, 2023 |
 ADP
|
Automatic Data Processing Inc | buy | 1 | 0 | $1K - $15K | Jul 14th, 2023 |
 PG
|
The Procter & Gamble Co | buy | 1 | 0 | $1K - $15K | Jul 14th, 2023 |
 STE
|
Steris PLC | buy | 1 | 0 | $1K - $15K | Jul 14th, 2023 |
 CAT
|
Caterpillar Inc | buy | 1 | 1 | $0 - $13K | Apr 7th, 2025 |
 AOS
|
A. O. Smith Corp | sell | 1 | 1 | $0 - $13K | Nov 8th, 2024 |
 CVX
|
Chevron Corp | sell | 1 | 1 | $0 - $13K | Nov 8th, 2024 |
 XOM
|
Exxon Mobil Corp | sell | 1 | 1 | $0 - $13K | Nov 8th, 2024 |
 LOW
|
Lowe's Cos Inc | sell | 1 | 1 | $0 - $13K | Jul 5th, 2024 |
 WM
|
Waste Management Inc | buy | 1 | 1 | $0 - $13K | Jul 5th, 2024 |
 CARR
|
Carrier Global Corp | sell | 1 | 3 | $0 - $11K | Oct 10th, 2025 |
 SBUX
|
Starbucks Corp | sell | 1 | 3 | $0 - $11K | Apr 10th, 2025 |
 ZTS
|
Zoetis Inc | sell | 1 | 3 | $0 - $11K | Jul 5th, 2024 |
 MA
|
Mastercard Inc | sell | 1 | 3 | $0 - $11K | Jul 5th, 2024 |
 WEC
|
WEC Energy Group Inc | sell | 1 | 3 | $0 - $11K | Jul 5th, 2024 |
 NKE
|
Nike Inc | sell | 1 | 3 | $0 - $11K | Feb 1st, 2024 |
 MDT
|
Medtronic PLC | sell | 1 | 3 | $0 - $11K | Dec 28th, 2023 |
 HRL
|
Hormel Foods Corp | sell | 1 | 3 | $0 - $11K | Dec 28th, 2023 |
 TGT
|
Target Corp | sell | 1 | 3 | $0 - $11K | Sep 27th, 2023 |
 ABT
|
Abbott Laboratories | sell | 1 | 4 | $0 - $10K | Jan 15th, 2025 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Dec 2nd, 2025 | Jan 19th, 2026 |
MCK
|
McKesson Corp | buy | $1K - $15K | Dependent |
| Dec 2nd, 2025 | Jan 19th, 2026 |
MCK
|
McKesson Corp | buy | $1K - $15K | Not Disclosed |
| Dec 2nd, 2025 | Jan 19th, 2026 |
ATO
|
Atmos Energy Corp | buy | $1K - $15K | Not Disclosed |
| Dec 2nd, 2025 | Jan 19th, 2026 |
PEP
|
PepsiCo Inc | sell | $1K - $15K | Dependent |
| Dec 2nd, 2025 | Jan 19th, 2026 |
PEP
|
PepsiCo Inc | sell | $1K - $15K | Dependent |
| Dec 2nd, 2025 | Jan 19th, 2026 |
PEP
|
PepsiCo Inc | sell | $15K - $50K | Not Disclosed |
| Dec 2nd, 2025 | Jan 19th, 2026 |
PEG
|
Public Service Enterprise Group Inc | buy | $1K - $15K | Not Disclosed |
| Dec 2nd, 2025 | Jan 19th, 2026 |
SO
|
The Southern Co | buy | $1K - $15K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
JNJ
|
Johnson & Johnson | sell | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
JNJ
|
Johnson & Johnson | sell | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
MCK
|
McKesson Corp | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
SHW
|
The Sherwin-Williams Co | sell | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
SHW
|
The Sherwin-Williams Co | sell | $15K - $50K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
SHW
|
The Sherwin-Williams Co | sell | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
TSM
|
Taiwan Semiconductor Manufacturing Co Ltd | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
TSM
|
Taiwan Semiconductor Manufacturing Co Ltd | buy | $1K - $15K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
TSM
|
Taiwan Semiconductor Manufacturing Co Ltd | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
TXN
|
Texas Instruments Inc | sell | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
TXN
|
Texas Instruments Inc | sell | $15K - $50K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
TXN
|
Texas Instruments Inc | sell | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
AXP
|
American Express Co | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
AXP
|
American Express Co | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
AXP
|
American Express Co | buy | $15K - $50K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
AVGO
|
Broadcom Inc | buy | $15K - $50K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
CARR
|
Carrier Global Corp | sell | $1K - $15K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
CARR
|
Carrier Global Corp | sell | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
CARR
|
Carrier Global Corp | sell | $1K - $15K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
CSCO
|
Cisco Systems Inc | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
CSCO
|
Cisco Systems Inc | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
CSCO
|
Cisco Systems Inc | buy | $15K - $50K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
DELL
|
Dell Technologies Inc | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
DELL
|
Dell Technologies Inc | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
DELL
|
Dell Technologies Inc | buy | $15K - $50K | Not Disclosed |
| Oct 10th, 2025 | Nov 24th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Dependent |
| Oct 10th, 2025 | Nov 24th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $15K - $50K | Not Disclosed |
| May 15th, 2025 | Jun 30th, 2025 |
HCA
|
HCA Healthcare Inc | buy | $1K - $15K | Not Disclosed |
| May 15th, 2025 | Jun 30th, 2025 |
HCA
|
HCA Healthcare Inc | buy | $1K - $15K | Dependent |
| May 15th, 2025 | Jun 30th, 2025 |
CI
|
Cigna Corp | buy | $1K - $15K | Dependent |
| May 15th, 2025 | Jun 30th, 2025 |
CI
|
Cigna Corp | buy | $1K - $15K | Not Disclosed |
| May 15th, 2025 | Jun 30th, 2025 |
UNH
|
Unitedhealth Group Inc | sell | $1K - $15K | Dependent |
| May 15th, 2025 | Jun 30th, 2025 |
UNH
|
Unitedhealth Group Inc | sell | $1K - $15K | Dependent |
| May 15th, 2025 | Jun 30th, 2025 |
UNH
|
Unitedhealth Group Inc | sell | $1K - $15K | Not Disclosed |
| Apr 16th, 2025 | May 12th, 2025 |
AMGN
|
Amgen Inc | buy | $1K - $15K | Dependent |
| Apr 16th, 2025 | May 12th, 2025 |
AMGN
|
Amgen Inc | buy | $1K - $15K | Not Disclosed |
| Apr 16th, 2025 | May 12th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Dependent |
| Apr 16th, 2025 | May 12th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Not Disclosed |
| Apr 10th, 2025 | May 12th, 2025 |
GS
|
The Goldman Sachs Group Inc | sell | $1K - $15K | Dependent |
| Apr 10th, 2025 | May 12th, 2025 |
GS
|
The Goldman Sachs Group Inc | sell | $1K - $15K | Dependent |
| Apr 10th, 2025 | May 12th, 2025 |
GS
|
The Goldman Sachs Group Inc | sell | $15K - $50K | Not Disclosed |
| Apr 10th, 2025 | May 12th, 2025 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Dependent |
| Apr 10th, 2025 | May 12th, 2025 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Dependent |
| Apr 10th, 2025 | May 12th, 2025 |
SBUX
|
Starbucks Corp | sell | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
ABBV
|
AbbVie Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
ACN
|
Accenture PLC | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
CARR
|
Carrier Global Corp | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
CAT
|
Caterpillar Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
HON
|
Honeywell International Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
ITW
|
Illinois Tool Works Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
 LECO
|
Lincoln Electric Holdings Inc | sell | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
LIN
|
Linde PLC | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
NEE
|
NextEra Energy Inc | sell | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
ORCL
|
Oracle Corp | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
PEP
|
PepsiCo Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
QCOM
|
QUALCOMM Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
RPM
|
RPM International Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
SHW
|
The Sherwin-Williams Co | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
SO
|
The Southern Co | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
SYK
|
Stryker Corp | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
TJX
|
The TJX Companies Inc | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
TSCO
|
Tractor Supply Co | buy | $1K - $15K | Not Disclosed |
| Apr 7th, 2025 | May 12th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Not Disclosed |
| Mar 11th, 2025 | Apr 9th, 2025 |
AVGO
|
Broadcom Inc | sell | $15K - $50K | Not Disclosed |
| Mar 11th, 2025 | Apr 9th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Not Disclosed |
| Mar 10th, 2025 | Apr 9th, 2025 |
AVGO
|
Broadcom Inc | sell | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 |
AVGO
|
Broadcom Inc | sell | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 |
ELV
|
Elevance Health Inc | sell | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 |
ELV
|
Elevance Health Inc | sell | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 |
ELV
|
Elevance Health Inc | sell | $1K - $15K | Not Disclosed |
| Mar 10th, 2025 | Apr 9th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Not Disclosed |
| Mar 10th, 2025 | Apr 9th, 2025 | GLDW | SPDR LONG DOLLAR GOLD TRUST | buy | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 | GLDW | SPDR LONG DOLLAR GOLD TRUST | buy | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 | GLDW | SPDR LONG DOLLAR GOLD TRUST | buy | $1K - $15K | Spouse |
| Mar 10th, 2025 | Apr 9th, 2025 |
TJX
|
The TJX Companies Inc | buy | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 |
TJX
|
The TJX Companies Inc | buy | $1K - $15K | Dependent |
| Mar 10th, 2025 | Apr 9th, 2025 |
TJX
|
The TJX Companies Inc | buy | $1K - $15K | Not Disclosed |
| Feb 13th, 2025 | Mar 7th, 2025 |
WST
|
West Pharmaceutical Services Inc | sell | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Not Disclosed |
| Jan 15th, 2025 | Feb 11th, 2025 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
ABBV
|
AbbVie Inc | buy | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
ABBV
|
AbbVie Inc | buy | $1K - $15K | Not Disclosed |
| Jan 15th, 2025 | Feb 11th, 2025 |
 CNI
|
Canadian National Railway Co | sell | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
CNI
|
Canadian National Railway Co | sell | $1K - $15K | Not Disclosed |
| Jan 15th, 2025 | Feb 11th, 2025 |
CNI
|
Canadian National Railway Co | sell | $1K - $15K | Not Disclosed |
| Jan 15th, 2025 | Feb 11th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Not Disclosed |
| Jan 15th, 2025 | Feb 11th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
GS
|
The Goldman Sachs Group Inc | buy | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
MCK
|
McKesson Corp | buy | $1K - $15K | Not Disclosed |
| Jan 15th, 2025 | Feb 11th, 2025 |
MCK
|
McKesson Corp | buy | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
MRK
|
Merck & Co Inc | sell | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
MRK
|
Merck & Co Inc | sell | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
MRK
|
Merck & Co Inc | sell | $1K - $15K | Not Disclosed |
| Jan 15th, 2025 | Feb 11th, 2025 |
SYK
|
Stryker Corp | buy | $1K - $15K | Dependent |
| Jan 15th, 2025 | Feb 11th, 2025 |
SYK
|
Stryker Corp | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
ORCL
|
Oracle Corp | buy | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
PEP
|
PepsiCo Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
PEP
|
PepsiCo Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
QCOM
|
QUALCOMM Inc | buy | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 | SBCF | Seacoast Banking Corp of Florida | sell | $15K - $50K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 | SBCF | Seacoast Banking Corp of Florida | sell | $50K - $100K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
SHW
|
The Sherwin-Williams Co | buy | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
SHW
|
The Sherwin-Williams Co | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
SHW
|
The Sherwin-Williams Co | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
XLE
|
The Select Sector SPDR Trust - The Energy Select Sector SPDR Fund | buy | $15K - $50K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
TSCO
|
Tractor Supply Co | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
TSCO
|
Tractor Supply Co | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
WST
|
West Pharmaceutical Services Inc | sell | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
AOS
|
A. O. Smith Corp | sell | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
ACN
|
Accenture PLC | buy | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
ATO
|
Atmos Energy Corp | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
CVX
|
Chevron Corp | sell | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
CMI
|
Cummins Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
CMI
|
Cummins Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
ELV
|
Elevance Health Inc | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
XOM
|
Exxon Mobil Corp | sell | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Not Disclosed |
| Nov 8th, 2024 | Dec 9th, 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
LIN
|
Linde PLC | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
LIN
|
Linde PLC | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Dependent |
| Nov 8th, 2024 | Dec 9th, 2024 |
MCD
|
McDonald's Corp | buy | $1K - $15K | Not Disclosed |
| Jul 17th, 2024 | Aug 7th, 2024 |
 CMCSA
|
Comcast Corp | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 20th, 2024 |
ZTS
|
Zoetis Inc | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
 ALL
|
The Allstate Corporation | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
CB
|
Chubb Ltd | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
CMCSA
|
Comcast Corp | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
FDS
|
FactSet Research Systems Inc | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
LOW
|
Lowe's Cos Inc | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
MA
|
Mastercard Inc | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
MDLZ
|
Mondelez International Inc | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
 NOC
|
Northrop Grumman Corp | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
ORCL
|
Oracle Corp | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
 PNC
|
The PNC Financial Services Group Inc | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
SHW
|
The Sherwin-Williams Co | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
SHW
|
The Sherwin-Williams Co | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
SNA
|
Snap-On Inc | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
SO
|
The Southern Co | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
 TD
|
The Toronto-Dominion Bank | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
WM
|
Waste Management Inc | buy | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 20th, 2024 |
WEC
|
WEC Energy Group Inc | sell | $1K - $15K | Not Disclosed |
| Jul 5th, 2024 | Aug 7th, 2024 |
ALL
|
The Allstate Corporation | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
ALL
|
The Allstate Corporation | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
AMZN
|
Amazon.com Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
ATO
|
Atmos Energy Corp | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
LIN
|
Linde PLC | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
LIN
|
Linde PLC | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
MA
|
Mastercard Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
MA
|
Mastercard Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
MDLZ
|
Mondelez International Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
NOC
|
Northrop Grumman Corp | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
NVDA
|
NVIDIA Corporation | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
ORCL
|
Oracle Corp | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
ORCL
|
Oracle Corp | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
PNC
|
The PNC Financial Services Group Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
ROP
|
Roper Technologies Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
SHW
|
The Sherwin-Williams Co | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
SO
|
The Southern Co | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
SO
|
The Southern Co | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
TD
|
The Toronto-Dominion Bank | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
GWW
|
Grainger (W.W.) Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
WM
|
Waste Management Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
WEC
|
WEC Energy Group Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
AVGO
|
Broadcom Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
CMCSA
|
Comcast Corp | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
ELV
|
Elevance Health Inc | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
FDS
|
FactSet Research Systems Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
FDS
|
FactSet Research Systems Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
ZTS
|
Zoetis Inc | sell | $1K - $15K | Dependent |
| Jul 5th, 2024 | Aug 7th, 2024 |
ZTS
|
Zoetis Inc | sell | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
MDLZ
|
Mondelez International Inc | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
NOC
|
Northrop Grumman Corp | sell | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
PNC
|
The PNC Financial Services Group Inc | sell | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
SNA
|
Snap-On Inc | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
TD
|
The Toronto-Dominion Bank | sell | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
TSCO
|
Tractor Supply Co | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
 BBY
|
Best Buy Co Inc | sell | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
ELV
|
Elevance Health Inc | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
FDS
|
FactSet Research Systems Inc | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
JPM
|
JPMorgan Chase & Co | buy | $1K - $15K | Dependent |
| Jul 1st, 2024 | Aug 7th, 2024 |
WEC
|
WEC Energy Group Inc | sell | $1K - $15K | Dependent |
| Feb 13th, 2024 | Aug 22nd, 2024 |
LMT
|
Lockheed Martin Corp | buy | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
NEE
|
NextEra Energy Inc | sell | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
ABT
|
Abbott Laboratories | sell | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
AAPL
|
Apple Inc | buy | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
ELV
|
Elevance Health Inc | buy | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
RPM
|
RPM International Inc | buy | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
SPGI
|
S&P Global Inc | buy | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
SO
|
The Southern Co | sell | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Not Disclosed |
| Feb 13th, 2024 | Aug 22nd, 2024 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Not Disclosed |
| Feb 1st, 2024 | Aug 22nd, 2024 |
MDLZ
|
Mondelez International Inc | buy | $1K - $15K | Not Disclosed |
| Feb 1st, 2024 | Aug 22nd, 2024 |
NKE
|
Nike Inc | sell | $1K - $15K | Not Disclosed |
| Feb 1st, 2024 | Aug 22nd, 2024 |
 APD
|
Air Products and Chemicals Inc | sell | $1K - $15K | Not Disclosed |
| Feb 1st, 2024 | Aug 22nd, 2024 |
ELV
|
Elevance Health Inc | buy | $1K - $15K | Not Disclosed |
| Feb 1st, 2024 | Aug 22nd, 2024 |
FDS
|
FactSet Research Systems Inc | buy | $1K - $15K | Not Disclosed |
| Feb 1st, 2024 | Aug 22nd, 2024 |
 KMB
|
Kimberly-Clark Corp | sell | $1K - $15K | Not Disclosed |
| Feb 1st, 2024 | Aug 22nd, 2024 |
SNA
|
Snap-On Inc | buy | $1K - $15K | Not Disclosed |
| Feb 1st, 2024 | Aug 7th, 2024 |
APD
|
Air Products and Chemicals Inc | sell | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
APD
|
Air Products and Chemicals Inc | sell | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
KMB
|
Kimberly-Clark Corp | sell | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
KMB
|
Kimberly-Clark Corp | sell | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
NKE
|
Nike Inc | sell | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
NKE
|
Nike Inc | sell | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
SNA
|
Snap-On Inc | buy | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
ELV
|
Elevance Health Inc | buy | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
FDS
|
FactSet Research Systems Inc | buy | $1K - $15K | Dependent |
| Feb 1st, 2024 | Aug 7th, 2024 |
FDS
|
FactSet Research Systems Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Aug 22nd, 2024 |
MCD
|
McDonald's Corp | buy | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
MDT
|
Medtronic PLC | sell | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
BRO
|
Brown & Brown Inc | buy | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
CAT
|
Caterpillar Inc | sell | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
HRL
|
Hormel Foods Corp | sell | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
 JKHY
|
Henry (Jack) & Associates Inc | sell | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
WST
|
West Pharmaceutical Services Inc | buy | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Aug 22nd, 2024 |
ZTS
|
Zoetis Inc | buy | $1K - $15K | Not Disclosed |
| Dec 28th, 2023 | Jan 23rd, 2024 |
ROP
|
Roper Technologies Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
ROP
|
Roper Technologies Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
SHW
|
The Sherwin-Williams Co | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
SHW
|
The Sherwin-Williams Co | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
 SYY
|
Sysco Corporation | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
SYY
|
Sysco Corporation | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
TSCO
|
Tractor Supply Co | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
 DIS
|
The Walt Disney Co | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
DIS
|
The Walt Disney Co | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
WST
|
West Pharmaceutical Services Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
BBY
|
Best Buy Co Inc | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
 DG
|
Dollar General Corporation | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
DG
|
Dollar General Corporation | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
HRL
|
Hormel Foods Corp | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
HRL
|
Hormel Foods Corp | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
JKHY
|
Henry (Jack) & Associates Inc | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
JKHY
|
Henry (Jack) & Associates Inc | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
MDT
|
Medtronic PLC | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
MDT
|
Medtronic PLC | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
META
|
Meta Platforms Inc | buy | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
 PFE
|
Pfizer Inc | sell | $1K - $15K | Dependent |
| Dec 28th, 2023 | Jan 23rd, 2024 |
PFE
|
Pfizer Inc | sell | $1K - $15K | Dependent |
| Dec 26th, 2023 | Aug 22nd, 2024 |
TMUS
|
T-Mobile US Inc | buy | $1K - $15K | Not Disclosed |
| Dec 14th, 2023 | Jan 23rd, 2024 | SBCF | Seacoast Banking Corp of Florida | sell | $15K - $50K | Dependent |
| Dec 14th, 2023 | Jan 23rd, 2024 | SBCF | Seacoast Banking Corp of Florida | sell | $15K - $50K | Dependent |
| Sep 27th, 2023 | Aug 22nd, 2024 |
CMI
|
Cummins Inc | buy | $1K - $15K | Not Disclosed |
| Sep 27th, 2023 | Aug 22nd, 2024 |
 RTX
|
RTX Corp | sell | $1K - $15K | Not Disclosed |
| Sep 27th, 2023 | Aug 22nd, 2024 |
TGT
|
Target Corp | sell | $1K - $15K | Not Disclosed |
| Sep 27th, 2023 | Oct 13th, 2023 |
CMI
|
Cummins Inc | buy | $1K - $15K | Dependent |
| Sep 27th, 2023 | Oct 13th, 2023 |
CMI
|
Cummins Inc | buy | $1K - $15K | Dependent |
| Sep 27th, 2023 | Oct 13th, 2023 |
TGT
|
Target Corp | sell | $1K - $15K | Dependent |
| Sep 27th, 2023 | Oct 13th, 2023 |
TGT
|
Target Corp | sell | $1K - $15K | Dependent |
| Sep 1st, 2023 | Aug 22nd, 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
NKE
|
Nike Inc | buy | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
PFE
|
Pfizer Inc | sell | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
AAPL
|
Apple Inc | buy | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
ATO
|
Atmos Energy Corp | buy | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
LLY
|
Eli Lilly and Co | buy | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
LIN
|
Linde PLC | buy | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
SYY
|
Sysco Corporation | sell | $1K - $15K | Not Disclosed |
| Sep 1st, 2023 | Aug 22nd, 2024 |
TSCO
|
Tractor Supply Co | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
LOW
|
Lowe's Cos Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
MA
|
Mastercard Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
MCD
|
McDonald's Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
MDT
|
Medtronic PLC | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
MRK
|
Merck & Co Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
PEP
|
PepsiCo Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
AOS
|
A. O. Smith Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
ACN
|
Accenture PLC | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
GOOGL
|
Alphabet Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
AMGN
|
Amgen Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
ADP
|
Automatic Data Processing Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
CVX
|
Chevron Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
 C
|
Citigroup Inc | sell | $15K - $50K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
DG
|
Dollar General Corporation | sell | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
XOM
|
Exxon Mobil Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
HRL
|
Hormel Foods Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
 INTC
|
Intel Corp | sell | $15K - $50K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
PEG
|
Public Service Enterprise Group Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
 RJF
|
Raymond James Financial Inc | sell | $100K - $250K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
ROP
|
Roper Technologies Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
SPGI
|
S&P Global Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
SO
|
The Southern Co | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
SBUX
|
Starbucks Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
STE
|
Steris PLC | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
TGT
|
Target Corp | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
TXN
|
Texas Instruments Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
V
|
Visa Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
GWW
|
Grainger (W.W.) Inc | buy | $15K - $50K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
DIS
|
The Walt Disney Co | sell | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
WEC
|
WEC Energy Group Inc | buy | $1K - $15K | Not Disclosed |
| Jul 14th, 2023 | Aug 22nd, 2024 |
WST
|
West Pharmaceutical Services Inc | buy | $1K - $15K | Not Disclosed |
| Apr 14th, 2023 | May 15th, 2023 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Not Disclosed |
| Apr 14th, 2023 | May 15th, 2023 |
KMB
|
Kimberly-Clark Corp | sell | $1K - $15K | Not Disclosed |
| Apr 14th, 2023 | May 15th, 2023 |
PEG
|
Public Service Enterprise Group Inc | sell | $1K - $15K | Not Disclosed |
| Apr 14th, 2023 | May 15th, 2023 |
ROP
|
Roper Technologies Inc | buy | $1K - $15K | Not Disclosed |
| Apr 14th, 2023 | May 15th, 2023 |
SHW
|
The Sherwin-Williams Co | sell | $1K - $15K | Not Disclosed |
| Mar 27th, 2023 | Apr 13th, 2023 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Dependent |
| Mar 27th, 2023 | Apr 13th, 2023 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Not Disclosed |
| Mar 27th, 2023 | Apr 13th, 2023 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Dependent |
| Mar 10th, 2023 | Apr 13th, 2023 | SBCF | Seacoast Banking Corp of Florida | sell | $15K - $50K | Dependent |
| Mar 10th, 2023 | Apr 13th, 2023 | SBCF | Seacoast Banking Corp of Florida | sell | $50K - $100K | Dependent |