Rich McCormick(age: 57)
63
Total Trades
59
Buys
4
Sells
$5M
Est. Net Worth (2025)
$49K - $850K
Disclosed Trades Value
2025-11-05
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 |
|---|---|---|---|---|---|---|
 WMT
|
Walmart Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 ABT
|
Abbott Laboratories | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 APD
|
Air Products and Chemicals Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 AWK
|
American Water Works Company Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 ADI
|
Analog Devices Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 AAPL
|
Apple Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 ADP
|
Automatic Data Processing Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 CSCO
|
Cisco Systems Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 COST
|
Costco Wholesale Corp | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 EMR
|
Emerson Electric Co | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 HD
|
The Home Depot Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 ITW
|
Illinois Tool Works Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 ICE
|
Intercontinental Exchange Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 JNJ
|
Johnson & Johnson | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 MCD
|
McDonald's Corp | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 MDT
|
Medtronic PLC | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
 NEE
|
NextEra Energy Inc | buy | 2 | 0 | $2K - $30K | Nov 5th, 2025 |
| FARCX | NUVEEN REAL ESTATE SECURITIES FUND | buy | 2 | 0 | $2K - $30K | Mar 15th, 2023 |
 UNH
|
Unitedhealth Group Inc | buy | 2 | 1 | $0 - $28K | Nov 5th, 2025 |
 BLK
|
Blackrock Inc | buy | 2 | 1 | $0 - $28K | Nov 5th, 2025 |
 LHX
|
L3Harris Technologies Inc | buy | 2 | 1 | $0 - $28K | Nov 5th, 2025 |
 MSFT
|
Microsoft Corp | buy | 2 | 1 | $0 - $28K | Nov 5th, 2025 |
 PEP
|
PepsiCo Inc | buy | 1 | 0 | $1K - $15K | Nov 5th, 2025 |
 PG
|
The Procter & Gamble Co | buy | 1 | 0 | $1K - $15K | Nov 5th, 2025 |
 V
|
Visa Inc | buy | 1 | 0 | $1K - $15K | Nov 5th, 2025 |
| BRK/B | Berkshire Hathaway Inc | buy | 1 | 0 | $1K - $15K | Nov 5th, 2025 |
 AMT
|
American Tower Corp | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
| BARIX | BARON ASSET FUND | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
| BEXIX | BARON EMERGING MARKETS FUND | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
| FCPIX | FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
| FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
| JANFX | JANUS HENDERSON FLEXIBLE BOND FUND | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
| NBGIX | NEUBERGER BERMAN GENESIS FUND | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
| TSIIX | THORNBURG STRATEGIC INCOME FUND | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
 MGK
|
Vanguard Mega Cap Growth ETF | buy | 1 | 0 | $1K - $15K | Mar 15th, 2023 |
Trade History
All STOCK Act disclosures, newest first.
| Trade Date | Filed | Ticker | Asset | Type | Amount | Owner |
|---|---|---|---|---|---|---|
| Nov 5th, 2025 | Dec 10th, 2025 |
PEP
|
PepsiCo Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
PG
|
The Procter & Gamble Co | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 | — | Realty Income Corp | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
V
|
Visa Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
APD
|
Air Products and Chemicals Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
AWK
|
American Water Works Company Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
AAPL
|
Apple Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
ADP
|
Automatic Data Processing Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 | BRK/B | Berkshire Hathaway Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
BLK
|
Blackrock Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
CSCO
|
Cisco Systems Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
ITW
|
Illinois Tool Works Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
ICE
|
Intercontinental Exchange Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
LHX
|
L3Harris Technologies Inc | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
MCD
|
McDonald's Corp | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
MDT
|
Medtronic PLC | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Not Disclosed |
| Nov 5th, 2025 | Dec 10th, 2025 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Not Disclosed |
| Sep 18th, 2025 | Oct 9th, 2025 |
BLK
|
Blackrock Inc | sell | $1K - $15K | Not Disclosed |
| Sep 18th, 2025 | Oct 9th, 2025 |
LHX
|
L3Harris Technologies Inc | sell | $1K - $15K | Not Disclosed |
| Sep 18th, 2025 | Oct 9th, 2025 |
MSFT
|
Microsoft Corp | sell | $1K - $15K | Not Disclosed |
| Sep 18th, 2025 | Oct 9th, 2025 |
UNH
|
Unitedhealth Group Inc | sell | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
NEE
|
NextEra Energy Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | FARCX | NUVEEN REAL ESTATE SECURITIES FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
ABT
|
Abbott Laboratories | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
APD
|
Air Products and Chemicals Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
AMT
|
American Tower Corp | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
AWK
|
American Water Works Company Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
ADI
|
Analog Devices Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
AAPL
|
Apple Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
ADP
|
Automatic Data Processing Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | BARIX | BARON ASSET FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | BEXIX | BARON EMERGING MARKETS FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
BLK
|
Blackrock Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
CSCO
|
Cisco Systems Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
COST
|
Costco Wholesale Corp | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
EMR
|
Emerson Electric Co | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | FCPIX | FIDELITY ADVISOR INTERNATIONAL CAPITAL APPRECIATION FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | FBKWX | FIDELITY ADVISOR TOTAL BOND FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
HD
|
The Home Depot Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
ITW
|
Illinois Tool Works Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
ICE
|
Intercontinental Exchange Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | JANFX | JANUS HENDERSON FLEXIBLE BOND FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
JNJ
|
Johnson & Johnson | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
LHX
|
L3Harris Technologies Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
MCD
|
McDonald's Corp | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
MDT
|
Medtronic PLC | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
MSFT
|
Microsoft Corp | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | NBGIX | NEUBERGER BERMAN GENESIS FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | FARCX | NUVEEN REAL ESTATE SECURITIES FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | — | Realty Income Corp | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 | TSIIX | THORNBURG STRATEGIC INCOME FUND | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
UNH
|
Unitedhealth Group Inc | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
MGK
|
Vanguard Mega Cap Growth ETF | buy | $1K - $15K | Not Disclosed |
| Mar 15th, 2023 | Sep 18th, 2025 |
WMT
|
Walmart Inc | buy | $1K - $15K | Not Disclosed |