17 iShares Core S&P Small-Cap ETF (IJR)
IJR · US · 3 disclosures
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17 iShares Core S&P Small-Cap ETF (IJR)
IJR · US · 3 disclosures
31. BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB)
BRKB · US · 2 disclosures
Accenture plc Class A Ordinary Shares (ACN)
ACN · US · 2 disclosures
Alphabet Inc. - Class C Capital Stock (GOOG)
GOOG · US · 2 disclosures
Automatic Data Processing, Inc. - Common Stock (ADP)
ADP · US · 2 disclosures
Berkshire Hathaway Inc. New Common Stock (BRK.B)
BRK.B · US · 1 disclosure
BRP Group, Inc. - Class A Common Stock (BRP)
BRP · US · 3 disclosures
Chubb Limited Common Stock (CB)
CB · US · 2 disclosures
Cisco Systems, Inc. - Common Stock (CSCO)
CSCO · US · 2 disclosures
er ica Pfizer, Inc. Common Stock (PFE)
PFE · US · 3 disclosures
es Home Depot, Inc. (HD)
HD · US · 1 disclosure
ew Amgen Inc. - Common Stock (AMGN)
AMGN · US · 2 disclosures
ew Apple Inc. - Common Stock (AAPL)
AAPL · US · 3 disclosures
ew Costco Wholesale Corporation - Common Stock (COST)
COST · US · 2 disclosures
ew Johnson & Johnson Common Stock (JNJ)
JNJ · US · 3 disclosures
ew Microsoft Corporation - Common Stock (MSFT)
MSFT · US · 2 disclosures
ew NextEra Energy, Inc. Common Stock (NEE)
NEE · US · 3 disclosures
ew Visa Inc. (V)
V · US · 1 disclosure
FIDELITY FLOATING HIGH RATE INCOME (FFRHX)
FFRHX · US · 1 disclosure
Fidelity Mid-Cap Stock Fund (FMCSX)
FMCSX · US · 1 disclosure
Fidelity Nasdaq Composite Index ETF (ONEQ)
ONEQ · US · 1 disclosure
Fidelity Quality Factor ETF (FQAL)
FQAL · US · 1 disclosure
Invesco QQQ Trust, Series 1 (QQQ)
QQQ · US · 1 disclosure
io General Dynamics Corporation Common Stock (GD)
GD · US · 1 disclosure
iShares Core Dividend Growth ETF (DGRO)
DGRO · US · 1 disclosure
it Lockheed Martin Corporation Common Stock (LMT)
LMT · US · 1 disclosure
Kenvue Inc. Common Stock (KVUE)
KVUE · US · 2 disclosures
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
LSYIX · US · 2 disclosures
Merck & Company, Inc. Common Stock (MRK)
MRK · US · 2 disclosures
nce Air Products and Chemicals, Inc. Common Stock (APD)
APD · US · 2 disclosures
nce Discover Financial Services Common Stock (DFS)
DFS · US · 3 disclosures
nce McDonald's Corporation Common Stock (MCD)
MCD · US · 3 disclosures
nt Illinois Tool Works Inc. Common Stock (ITW)
ITW · US · 2 disclosures
Pepsico, Inc. (PEP)
PEP · US · 2 disclosures
Procter & Gamble Company (PG)
PG · US · 2 disclosures
st JP Morgan Chase & Co. Common Stock (JPM)
JPM · US · 3 disclosures
st The Hershey Company Common Stock (HSY)
HSY · US · 2 disclosures
st United Parcel Service, Inc. Common Stock (UPS)
UPS · US · 3 disclosures
Starbucks Corporation - Common Stock (SBUX)
SBUX · US · 7 disclosures
UnitedHealth Group Incorporated Common Stock (UNH)
UNH · US · 1 disclosure
Walmart Inc. Common Stock (WMT)
WMT · US · 3 disclosures
Source links stay visible so each filing can be checked directly.
Transactions
4 buysITW
nt Illinois Tool Works Inc. Common Stock (ITW)
buy
Transaction value
Not available
ITW
nt Illinois Tool Works Inc. Common Stock (ITW)
buy
Reported amount
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
buy
Transaction value
Not available
ADP
Automatic Data Processing, Inc. - Common Stock (ADP)
buy
Reported amount
$1,001 - $15,000
Transactions
32 sells · 24 buysSBUX
Starbucks Corporation - Common Stock (SBUX)
sell
Reported amount
$1,001 - $15,000
SBUX
Starbucks Corporation - Common Stock (SBUX)
sell
Reported amount
$1,001 - $15,000
SBUX
Starbucks Corporation - Common Stock (SBUX)
sell
Transaction value
Not available
SBUX
Starbucks Corporation - Common Stock (SBUX)
sell
Reported amount
$1,001 - $15,000
ACN
Accenture plc Class A Ordinary Shares (ACN)
buy
Transaction value
Not available
AMGN
ew Amgen Inc. - Common Stock (AMGN)
buy
Transaction value
Not available
APD
nce Air Products and Chemicals, Inc. Common Stock (APD)
buy
Transaction value
Not available
CB
Chubb Limited Common Stock (CB)
buy
Transaction value
Not available
HSY
st The Hershey Company Common Stock (HSY)
buy
Transaction value
Not available
JNJ
ew Johnson & Johnson Common Stock (JNJ)
buy
Transaction value
Not available
LSYIX
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
buy
Transaction value
Not available
MCD
nce McDonald's Corporation Common Stock (MCD)
buy
Reported amount
$1,001 - $15,000
SBUX
Starbucks Corporation - Common Stock (SBUX)
buy
Transaction value
Not available
UPS
st United Parcel Service, Inc. Common Stock (UPS)
buy
Transaction value
Not available
AAPL
ew Apple Inc. - Common Stock (AAPL)
sell
Transaction value
Not available
BRKB
31. BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB)
sell
Transaction value
Not available
COST
ew Costco Wholesale Corporation - Common Stock (COST)
sell
Transaction value
Not available
DFS
nce Discover Financial Services Common Stock (DFS)
sell
Transaction value
Not available
DGRO
iShares Core Dividend Growth ETF (DGRO)
sell
Transaction value
Not available
FFRHX
FIDELITY FLOATING HIGH RATE INCOME (FFRHX)
sell
Reported amount
$1,001 - $15,000
FQAL
Fidelity Quality Factor ETF (FQAL)
sell
Transaction value
Not available
IJR
17 iShares Core S&P Small-Cap ETF (IJR)
sell
Reported amount
$1,001 - $15,000
IJR
17 iShares Core S&P Small-Cap ETF (IJR)
sell
Transaction value
Not available
JPM
st JP Morgan Chase & Co. Common Stock (JPM)
sell
Transaction value
Not available
KVUE
Kenvue Inc. Common Stock (KVUE)
sell
Reported amount
$1,001 - $15,000
MSFT
ew Microsoft Corporation - Common Stock (MSFT)
sell
Transaction value
Not available
NEE
ew NextEra Energy, Inc. Common Stock (NEE)
sell
Transaction value
Not available
ONEQ
Fidelity Nasdaq Composite Index ETF (ONEQ)
sell
Transaction value
Not available
PFE
er ica Pfizer, Inc. Common Stock (PFE)
sell
Transaction value
Not available
WMT
Walmart Inc. Common Stock (WMT)
sell
Transaction value
Not available
ACN
Accenture plc Class A Ordinary Shares (ACN)
buy
Reported amount
$1,001 - $15,000
AMGN
ew Amgen Inc. - Common Stock (AMGN)
buy
Reported amount
$1,001 - $15,000
APD
nce Air Products and Chemicals, Inc. Common Stock (APD)
buy
Reported amount
$1,001 - $15,000
CB
Chubb Limited Common Stock (CB)
buy
Reported amount
$1,001 - $15,000
GD
io General Dynamics Corporation Common Stock (GD)
buy
Reported amount
$1,001 - $15,000
HSY
st The Hershey Company Common Stock (HSY)
buy
Reported amount
$1,001 - $15,000
JNJ
ew Johnson & Johnson Common Stock (JNJ)
buy
Reported amount
$1,001 - $15,000
LSYIX
LORD ABBETT SHORT DURATION HIGH YLD I (LSYIX)
buy
Reported amount
$1,001 - $15,000
MCD
nce McDonald's Corporation Common Stock (MCD)
buy
Reported amount
$1,001 - $15,000
MRK
Merck & Company, Inc. Common Stock (MRK)
buy
Reported amount
$1,001 - $15,000
PEP
Pepsico, Inc. (PEP)
buy
Reported amount
$1,001 - $15,000
PG
Procter & Gamble Company (PG)
buy
Reported amount
$1,001 - $15,000
SBUX
Starbucks Corporation - Common Stock (SBUX)
buy
Reported amount
$1,001 - $15,000
UPS
st United Parcel Service, Inc. Common Stock (UPS)
buy
Reported amount
$1,001 - $15,000
AAPL
ew Apple Inc. - Common Stock (AAPL)
sell
Reported amount
$1,001 - $15,000
BRKB
31. BERKSHIRE HATHAWAY INC COM USD0.0033 CLASS B (BRKB)
sell
Reported amount
$1,001 - $15,000
COST
ew Costco Wholesale Corporation - Common Stock (COST)
sell
Reported amount
$1,001 - $15,000
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
sell
Reported amount
$1,001 - $15,000
DFS
nce Discover Financial Services Common Stock (DFS)
sell
Reported amount
$1,001 - $15,000
GOOG
Alphabet Inc. - Class C Capital Stock (GOOG)
sell
Reported amount
$1,001 - $15,000
JPM
st JP Morgan Chase & Co. Common Stock (JPM)
sell
Reported amount
$1,001 - $15,000
KVUE
Kenvue Inc. Common Stock (KVUE)
sell
Transaction value
Not available
LMT
it Lockheed Martin Corporation Common Stock (LMT)
sell
Reported amount
$1,001 - $15,000
NEE
ew NextEra Energy, Inc. Common Stock (NEE)
sell
Reported amount
$1,001 - $15,000
PFE
er ica Pfizer, Inc. Common Stock (PFE)
sell
Reported amount
$1,001 - $15,000
WMT
Walmart Inc. Common Stock (WMT)
sell
Reported amount
$1,001 - $15,000
Transactions
1 sellBRP
BRP Group, Inc. - Class A Common Stock (BRP)
sell
Transaction value
Not available
Transactions
2 sellsBRP
BRP Group, Inc. - Class A Common Stock (BRP)
sell
Reported amount
$1,001 - $15,000
BRP
BRP Group, Inc. - Class A Common Stock (BRP)
sell
Transaction value
Not available
Transactions
23 sellsAAPL
ew Apple Inc. - Common Stock (AAPL)
sell
Transaction value
Not available
BRK.B
Berkshire Hathaway Inc. New Common Stock (BRK.B)
sell
Transaction value
Not available
CSCO
Cisco Systems, Inc. - Common Stock (CSCO)
sell
Transaction value
Not available
DFS
nce Discover Financial Services Common Stock (DFS)
sell
Transaction value
Not available
FMCSX
Fidelity Mid-Cap Stock Fund (FMCSX)
sell
Reported amount
$1,001 - $15,000
GOOG
Alphabet Inc. - Class C Capital Stock (GOOG)
sell
Transaction value
Not available
HD
es Home Depot, Inc. (HD)
sell
Transaction value
Not available
IJR
17 iShares Core S&P Small-Cap ETF (IJR)
sell
Reported amount
$1,001 - $15,000
JNJ
ew Johnson & Johnson Common Stock (JNJ)
sell
Transaction value
Not available
JPM
st JP Morgan Chase & Co. Common Stock (JPM)
sell
Transaction value
Not available
MCD
nce McDonald's Corporation Common Stock (MCD)
sell
Transaction value
Not available
MRK
Merck & Company, Inc. Common Stock (MRK)
sell
Transaction value
Not available
MSFT
ew Microsoft Corporation - Common Stock (MSFT)
sell
Transaction value
Not available
NEE
ew NextEra Energy, Inc. Common Stock (NEE)
sell
Transaction value
Not available
PEP
Pepsico, Inc. (PEP)
sell
Transaction value
Not available
PFE
er ica Pfizer, Inc. Common Stock (PFE)
sell
Reported amount
$1,001 - $15,000
PG
Procter & Gamble Company (PG)
sell
Transaction value
Not available
QQQ
Invesco QQQ Trust, Series 1 (QQQ)
sell
Reported amount
$1,001 - $15,000
SBUX
Starbucks Corporation - Common Stock (SBUX)
sell
Transaction value
Not available
UNH
UnitedHealth Group Incorporated Common Stock (UNH)
sell
Transaction value
Not available
UPS
st United Parcel Service, Inc. Common Stock (UPS)
sell
Transaction value
Not available
V
ew Visa Inc. (V)
sell
Transaction value
Not available
WMT
Walmart Inc. Common Stock (WMT)
sell
Transaction value
Not available