83 disclosed transactions, 2023-03-15 → 2026-03-19.
| Date | Asset | Ticker | Type | Amount range | Filing |
|---|---|---|---|---|---|
| 2026-03-19 | Vanguard Mega Cap Growth ETF | MGK | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | Vanguard Mega Cap Growth ETF | MGK | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | UnitedHealth Group Incorporated | UNH | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | UnitedHealth Group Incorporated | — | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | NextEra Energy, Inc. Common Stock | NEE | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-19 | Microsoft Corporation - Common | MSFT | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | Microsoft Corporation - Common | MSFT | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | L3Harris Technologies, Inc. Common | LHX | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-19 | L3Harris Technologies, Inc. Common | LHX | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-19 | Johnson & Johnson Common Stock | JNJ | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-19 | Johnson & Johnson Common Stock | JNJ | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-19 | Home Depot, Inc. | HD | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | Home Depot, Inc. | HD | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | BlackRock, Inc. Common Stock | BLK | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | Automatic Data Processing, Inc. - | ADP | Buy | $1K – $15K | PDF ↗ |
| 2026-03-19 | Automatic Data Processing, Inc. - | ADP | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-19 | Analog Devices, Inc. - Common Stock | ADI | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-19 | Analog Devices, Inc. - Common Stock | ADI | Sell (P) | $1K – $15K | PDF ↗ |
| 2026-03-19 | Abbott Laboratories Common Stock | ABT | Buy | $1K – $15K | PDF ↗ |
| 2025-12-12 | US Treasury Bill [GS] | — | Buy | $100K – $250K | PDF ↗ |
| 2025-11-05 | Walmart Inc. Common Stock | WMT | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Visa Inc. | V | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | UnitedHealth Group Incorporated | UNH | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Realty Income Corporation Common | O | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Procter & Gamble Company | PG | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Pepsico, Inc. | PEP | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | NextEra Energy, Inc. Common Stock | NEE | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Microsoft Corporation - Common | MSFT | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Medtronic plc. Ordinary Shares | MDT | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | McDonald's Corporation Common | MCD | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | L3Harris Technologies, Inc. Common | LHX | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Johnson & Johnson Common Stock | JNJ | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Intercontinental Exchange Inc. | ICE | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Illinois Tool Works Inc. Common | ITW | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Home Depot, Inc. | HD | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Emerson Electric Company Common | EMR | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Costco Wholesale Corporation - | COST | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Cisco Systems, Inc. - Common Stock | CSCO | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | BlackRock, Inc. Common Stock | BLK | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Berkshire Hathaway Inc. New | BRK.B | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Automatic Data Processing, Inc. - | ADP | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Apple Inc. - Common Stock | AAPL | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Analog Devices, Inc. - Common Stock | ADI | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | American Water Works Company, Inc. | AWK | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Air Products and Chemicals, Inc. | APD | Buy | $1K – $15K | PDF ↗ |
| 2025-11-05 | Abbott Laboratories Common Stock | ABT | Buy | $1K – $15K | PDF ↗ |
| 2025-09-18 | UnitedHealth Group Incorporated | UNH | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-09-18 | Microsoft Corporation - Common | MSFT | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-09-18 | L3Harris Technologies, Inc. Common | LHX | Sell (P) | $1K – $15K | PDF ↗ |
| 2025-09-18 | BlackRock, Inc. Common Stock | BLK | Sell (P) | $1K – $15K | PDF ↗ |
| 2023-03-15 | Walmart Inc. Common Stock | WMT | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Vanguard Mega Cap Growth ETF | MGK | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | UnitedHealth Group Incorporated | UNH | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Thornburg Strategic Income Fund | TSIIX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Realty Income Corporation Common | O | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Pepsico, Inc. | PEP | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Nuveen Real Estate Securities Fund Cl | FARCX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | NextEra Energy, Inc. Common Stock | NEE | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Neuberger Berman Genesis | NBGIX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Microsoft Corporation - Common | MSFT | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Medtronic plc. Ordinary Shares | MDT | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | McDonald's Corporation Common | MCD | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | L3Harris Technologies, Inc. Common | LHX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Johnson & Johnson Common Stock | JNJ | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Janus Henderson Flexible Bond Fund | JFLEX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Intercontinental Exchange Inc. | ICE | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Illinois Tool Works Inc. Common | ITW | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Home Depot, Inc. | HD | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Fidelity Advisor Total Bond Fund: | FEPIX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Fidelity Advisor International Capital | FCPIX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Emerson Electric Company Common | EMR | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Costco Wholesale Corporation - | COST | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Cisco Systems, Inc. - Common Stock | CSCO | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | BlackRock, Inc. Common Stock | BLK | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Baron Emerging Markets Fd Inst Shs | BEXIX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Baron Asset Fund Inst Shs | BARIX | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Automatic Data Processing, Inc. - | ADP | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Apple Inc. - Common Stock | AAPL | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Analog Devices, Inc. - Common Stock | ADI | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | American Water Works Company, Inc. | AWK | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | American Tower Corporation | AMT | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Air Products and Chemicals, Inc. | APD | Buy | $1K – $15K | PDF ↗ |
| 2023-03-15 | Abbott Laboratories Common Stock | ABT | Buy | $1K – $15K | PDF ↗ |