Jared Moskowitz
Trades
334
225 buy / 109 sell
Buy Win Rate
64%
218 buy trades scored
Avg. Buy Return
+14.2%
Dollar-weighted avg
vs S&P 500
-2.7%
Same holding periods
Trading Performance
Based on 218 buys scored
Avg. Buy Return+14.2%
S&P 500 (same periods)+16.9%
Alpha vs S&P 500-2.7%
Buy Win Rate64%
Sell Timing57%
Buy / Sell Trades128 / 60
Buy/Sell Ratio2.1x
Returns compare each buy trade against SPY over the same holding period. Based on monthly price data. Congressional disclosures can be delayed up to 45 days. Not financial advice.
Trade History
334 trades disclosed
AXP
American Express Company Common Stock
Type:
Buy
Date
Mar 31, 2026
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Mar 31, 2026
CAT
Caterpillar, Inc. Common Stock
Type:
Sell
Date
Mar 31, 2026
COR
Cencora, Inc. Common Stock
Type:
Buy
Date
Mar 31, 2026
CB
Chubb Limited Common Stock
Type:
Buy
Date
Mar 31, 2026
CMI
Cummins Inc. Common Stock
Type:
Sell
Date
Mar 31, 2026
GE
GE Aerospace Common Stock
Type:
Buy
Date
Mar 31, 2026
GD
General Dynamics Corporation Common Stock
Type:
Buy
Date
Mar 31, 2026
HD
Home Depot, Inc.
Type:
Buy
Date
Mar 31, 2026
MCD
McDonald's Corporation Common Stock
Type:
Buy
Date
Mar 31, 2026
MSI
Motorola Solutions, Inc. Common
Type:
Buy
Date
Mar 31, 2026
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Mar 31, 2026
PH
Parker-Hannifin Corporation
Type:
Buy
Date
Mar 31, 2026
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Sell
Date
Mar 31, 2026
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Mar 23, 2026
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Mar 23, 2026
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Mar 23, 2026
ACN
Accenture plc Class A Ordinary Shares
Type:
Sell
Date
Mar 23, 2026
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Sell
Date
Mar 23, 2026
ADP
Automatic Data Processing, Inc. - Common Stock
Type:
Sell
Date
Mar 23, 2026
BRO
Brown & Brown, Inc. Common Stock
Type:
Sell
Date
Mar 23, 2026
BRO
Brown & Brown, Inc. Common Stock
Type:
Sell
Date
Mar 23, 2026
COR
Cencora, Inc. Common Stock
Type:
Buy
Date
Mar 23, 2026
COR
Cencora, Inc. Common Stock
Type:
Buy
Date
Mar 23, 2026
GE
GE Aerospace Common Stock
Type:
Buy
Date
Mar 23, 2026
GE
GE Aerospace Common Stock
Type:
Buy
Date
Mar 23, 2026
GD
General Dynamics Corporation Common Stock
Type:
Buy
Date
Mar 23, 2026
GD
General Dynamics Corporation Common Stock
Type:
Buy
Date
Mar 23, 2026
MNST
Monster Beverage Corporation - Common Stock
Type:
Buy
Date
Mar 23, 2026
MNST
Monster Beverage Corporation - Common Stock
Type:
Buy
Date
Mar 23, 2026
ASML
ASML Holding N.V. - New York Registry Shares
Type:
Buy
Date
Mar 31, 2026
MSI
Motorola Solutions, Inc. Common Stock
Type:
Buy
Date
Mar 23, 2026
MSI
Motorola Solutions, Inc. Common Stock
Type:
Buy
Date
Mar 23, 2026
ORCL
Oracle Corporation Common Stock
Type:
Sell
Date
Mar 23, 2026
ORCL
Oracle Corporation Common Stock
Type:
Sell
Date
Mar 23, 2026
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Mar 23, 2026
PANW
Palo Alto Networks, Inc.
Type:
Buy
Date
Mar 23, 2026
PH
Parker-Hannifin Corporation Common Stock
Type:
Buy
Date
Mar 23, 2026
PH
Parker-Hannifin Corporation Common Stock
Type:
Buy
Date
Mar 23, 2026
CI
The Cigna Group Common Stock
Type:
Sell
Date
Mar 23, 2026
CI
The Cigna Group Common Stock
Type:
Sell
Date
Mar 23, 2026
TJX
TJX Companies, Inc.
Type:
Buy
Date
Mar 23, 2026
TSCO
Tractor Supply Company - Common Stock
Type:
Sell
Date
Mar 23, 2026
TSCO
Tractor Supply Company - Common Stock
Type:
Sell
Date
Mar 23, 2026
ROP
Roper Technologies, Inc.
Type:
Sell
Date
Feb 27, 2026
ROP
Roper Technologies, Inc.
Type:
Sell
Date
Feb 27, 2026
ATO
Atmos Energy Corporation Common Stock
Type:
Buy
Date
Dec 2, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Dec 2, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Dec 2, 2025
PEP
Pepsico, Inc.
Type:
Sell
Date
Dec 2, 2025
PEP
Pepsico, Inc.
Type:
Sell
Date
Dec 2, 2025
PEG
Public Service Enterprise Group Incorporated Common Stock
Type:
Buy
Date
Dec 2, 2025
SO
Southern Company
Type:
Buy
Date
Dec 2, 2025
AXP
American Express Company Common Stock
Type:
Buy
Date
Oct 10, 2025
SHW
Sherwin-Williams Company
Type:
Sell
Date
Oct 10, 2025
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Buy
Date
Oct 10, 2025
AXP
American Express Company Common Stock
Type:
Buy
Date
Oct 10, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Oct 10, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Oct 10, 2025
CARR
Carrier Global Corporation Common Stock
Type:
Sell
Date
Oct 10, 2025
CARR
Carrier Global Corporation Common Stock
Type:
Sell
Date
Oct 10, 2025
CSCO
Cisco Systems, Inc. - Common Stock
Type:
Buy
Date
Oct 10, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Buy
Date
Oct 10, 2025
DELL
Dell Technologies Inc. Class C Common Stock
Type:
Buy
Date
Oct 10, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Oct 10, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Oct 10, 2025
JNJ
Johnson & Johnson Common Stock
Type:
Sell
Date
Oct 10, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Oct 10, 2025
SHW
Sherwin-Williams Company
Type:
Sell
Date
Oct 10, 2025
TSM
Taiwan Semiconductor
Type:
Buy
Date
Oct 10, 2025
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
Type:
Buy
Date
Oct 10, 2025
TXN
Texas Instruments Incorporated - Common Stock
Type:
Sell
Date
Oct 10, 2025
TXN
Texas Instruments Incorporated - Common Stock
Type:
Sell
Date
Oct 10, 2025
CI
The Cigna Group Common Stock
Type:
Buy
Date
May 15, 2025
CI
The Cigna Group Common Stock
Type:
Buy
Date
May 15, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
May 15, 2025
UNH
UnitedHealth Group Incorporated Common Stock
Type:
Sell
Date
May 15, 2025
HCA
HCA Healthcare, Inc. Common Stock
Type:
Buy
Date
May 15, 2025
HCA
HCA Healthcare, Inc. Common Stock
Type:
Buy
Date
May 15, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Apr 16, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Apr 16, 2025
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Apr 16, 2025
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Apr 16, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Sell
Date
Apr 10, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Sell
Date
Apr 10, 2025
SBUX
Starbucks Corporation - Common Stock
Type:
Sell
Date
Apr 10, 2025
SBUX
Starbucks Corporation - Common Stock
Type:
Sell
Date
Apr 10, 2025
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Apr 7, 2025
CARR
Carrier Global Corporation Common Stock
Type:
Buy
Date
Apr 7, 2025
CAT
Caterpillar, Inc. Common Stock
Type:
Buy
Date
Apr 7, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Apr 7, 2025
HON
Honeywell International Inc.
Type:
Buy
Date
Apr 7, 2025
ITW
Illinois Tool Works Inc. Common Stock
Type:
Buy
Date
Apr 7, 2025
LECO
Lincoln Electric Holdings, Inc. - Common Shares
Type:
Sell
Date
Apr 7, 2025
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Apr 7, 2025
LMT
Lockheed Martin Corporation Common Stock
Type:
Buy
Date
Apr 7, 2025
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Apr 7, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Apr 7, 2025
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Apr 7, 2025
PEP
Pepsico, Inc.
Type:
Buy
Date
Apr 7, 2025
QCOM
QUALCOMM Incorporated - Common Stock
Type:
Buy
Date
Apr 7, 2025
RPM
RPM International Inc. Common Stock
Type:
Buy
Date
Apr 7, 2025
SHW
Sherwin-Williams Company
Type:
Buy
Date
Apr 7, 2025
SO
Southern Company
Type:
Buy
Date
Apr 7, 2025
SYK
Stryker Corporation Common Stock
Type:
Buy
Date
Apr 7, 2025
TXN
Texas Instruments Incorporated - Common Stock
Type:
Buy
Date
Apr 7, 2025
TJX
TJX Companies, Inc.
Type:
Buy
Date
Apr 7, 2025
TSCO
Tractor Supply Company - Common Stock
Type:
Buy
Date
Apr 7, 2025
V
Visa Inc.
Type:
Buy
Date
Apr 7, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Apr 7, 2025
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Apr 7, 2025
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Apr 7, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Mar 11, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 11, 2025
AVGO
Broadcom Inc. - Common Stock
Type:
Sell
Date
Mar 10, 2025
ELV
Elevance Health, Inc. Common Stock
Type:
Sell
Date
Mar 10, 2025
ELV
Elevance Health, Inc. Common Stock
Type:
Sell
Date
Mar 10, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 10, 2025
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Mar 10, 2025
GLDW
SPDR Long Dollar Gold Trust
Type:
Buy
Date
Mar 10, 2025
GLDW
SPDR Long Dollar Gold Trust
Type:
Buy
Date
Mar 10, 2025
TJX
TJX Companies, Inc.
Type:
Buy
Date
Mar 10, 2025
TJX
TJX Companies, Inc.
Type:
Buy
Date
Mar 10, 2025
WST
West Pharmaceutical Services, Inc. Common Stock
Type:
Sell
Date
Feb 13, 2025
CNI
Canadian National Railway Company Common Stock
Type:
Sell
Date
Jan 15, 2025
CNI
Canadian National Railway Company Common Stock
Type:
Sell
Date
Jan 15, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Jan 15, 2025
GS
Goldman Sachs Group, Inc. (GS) [ST
Type:
Buy
Date
Jan 15, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Jan 15, 2025
MCK
McKesson Corporation Common Stock
Type:
Buy
Date
Jan 15, 2025
MRK
Merck & Company, Inc. Common Stock
Type:
Sell
Date
Jan 15, 2025
MRK
Merck & Company, Inc. Common
Type:
Sell
Date
Jan 15, 2025
SYK
Stryker Corporation Common Stock
Type:
Buy
Date
Jan 15, 2025
ABT
Abbott Laboratories Common Stock
Type:
Sell
Date
Jan 15, 2025
ABT
Abbott Laboratories Common Stock
Type:
Sell
Date
Jan 15, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Jan 15, 2025
ABBV
AbbVie Inc. Common Stock
Type:
Buy
Date
Jan 15, 2025
XLE
The Energy Select Sector SPDR Fund
Type:
Buy
Date
Nov 8, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Nov 8, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Nov 8, 2024
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Nov 8, 2024
ATO
Atmos Energy Corporation Common
Type:
Buy
Date
Nov 8, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Nov 8, 2024
CVX
Chevron Corporation Common Stock
Type:
Sell
Date
Nov 8, 2024
CMI
Cummins Inc. Common Stock
Type:
Buy
Date
Nov 8, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Nov 8, 2024
HD
Home Depot, Inc.
Type:
Buy
Date
Nov 8, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Nov 8, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Nov 8, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Nov 8, 2024
MCD
McDonald's Corporation Common
Type:
Buy
Date
Nov 8, 2024
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Nov 8, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Nov 8, 2024
TXN
Texas Instruments Incorporated -
Type:
Buy
Date
Nov 8, 2024
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Nov 8, 2024
TSCO
Tractor Supply Company - Common
Type:
Buy
Date
Nov 8, 2024
WST
West Pharmaceutical Services, Inc.
Type:
Sell
Date
Nov 8, 2024
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Nov 8, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Nov 8, 2024
AOS
A.O. Smith Corporation Common
Type:
Sell
Date
Nov 8, 2024
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Nov 8, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Nov 8, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Nov 8, 2024
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Nov 8, 2024
PEP
Pepsico, Inc.
Type:
Buy
Date
Nov 8, 2024
QCOM
QUALCOMM Incorporated -
Type:
Buy
Date
Nov 8, 2024
SBCF
Seacoast Banking Corporation of
Type:
Sell
Date
Nov 8, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Nov 8, 2024
META
Meta Platforms, Inc. - Class A Common Stock
Type:
Buy
Date
Nov 8, 2024
XOM
Exxon Mobil Corporation Common Stock
Type:
Sell
Date
Nov 8, 2024
TXN
Texas Instruments Incorporated - Common Stock
Type:
Buy
Date
Jul 14, 2023
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Feb 13, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Feb 13, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Sell
Date
Feb 13, 2024
RPM
RPM International Inc. Common
Type:
Buy
Date
Feb 13, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Feb 13, 2024
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Feb 13, 2024
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Feb 13, 2024
ABT
Abbott Laboratories Common Stock
Type:
Sell
Date
Feb 13, 2024
SPGI
S&P Global Inc. Common Stock
Type:
Buy
Date
Feb 13, 2024
SO
Southern Company
Type:
Sell
Date
Feb 13, 2024
APD
Air Products and Chemicals, Inc.
Type:
Sell
Date
Feb 1, 2024
FDS
FactSet Research Systems Inc.
Type:
Buy
Date
Feb 1, 2024
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Feb 1, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Feb 1, 2024
SNA
Snap-On Incorporated Common Stock
Type:
Buy
Date
Feb 1, 2024
KMB
Kimberly-Clark Corporation Common Stock
Type:
Sell
Date
Feb 1, 2024
MDLZ
Mondelez International, Inc. - Class A Common Stock
Type:
Buy
Date
Feb 1, 2024
BRO
Brown & Brown, Inc. Common Stock
Type:
Buy
Date
Dec 28, 2023
HRL
Hormel Foods Corporation Common
Type:
Sell
Date
Dec 28, 2023
JKHY
Jack Henry & Associates, Inc. -
Type:
Sell
Date
Dec 28, 2023
MCD
McDonald's Corporation Common
Type:
Buy
Date
Dec 28, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Dec 28, 2023
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Dec 28, 2023
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Dec 28, 2023
WST
West Pharmaceutical Services, Inc.
Type:
Buy
Date
Dec 28, 2023
ZTS
Zoetis Inc. Class A Common Stock
Type:
Buy
Date
Dec 28, 2023
CAT
Caterpillar, Inc. Common Stock
Type:
Sell
Date
Dec 28, 2023
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Dec 28, 2023
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Dec 26, 2023
RTX
RTX Corporation Common Stock
Type:
Sell
Date
Sep 27, 2023
TGT
Target Corporation Common Stock
Type:
Sell
Date
Sep 27, 2023
CMI
Cummins Inc. Common Stock
Type:
Buy
Date
Sep 27, 2023
AAPL
Apple Inc. - Common Stock
Type:
Buy
Date
Sep 1, 2023
ATO
Atmos Energy Corporation Common
Type:
Buy
Date
Sep 1, 2023
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Sep 1, 2023
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Sep 1, 2023
NKE
Nike, Inc. Common Stock
Type:
Buy
Date
Sep 1, 2023
PFE
Pfizer, Inc. Common Stock
Type:
Sell
Date
Sep 1, 2023
LLY
Eli Lilly and Company Common Stock
Type:
Buy
Date
Sep 1, 2023
TSCO
Tractor Supply Company - Common
Type:
Buy
Date
Sep 1, 2023
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Sep 1, 2023
SYY
Sysco Corporation Common Stock
Type:
Sell
Date
Sep 1, 2023
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Jul 14, 2023
AMGN
Amgen Inc. - Common Stock
Type:
Buy
Date
Jul 14, 2023
ADI
Analog Devices, Inc. - Common Stock
Type:
Buy
Date
Jul 14, 2023
ADP
Automatic Data Processing, Inc. -
Type:
Buy
Date
Jul 14, 2023
CVX
Chevron Corporation Common Stock
Type:
Buy
Date
Jul 14, 2023
HD
Home Depot, Inc.
Type:
Buy
Date
Jul 14, 2023
HRL
Hormel Foods Corporation Common
Type:
Buy
Date
Jul 14, 2023
INTC
Intel Corporation - Common Stock
Type:
Sell
Date
Jul 14, 2023
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Jul 14, 2023
LOW
Lowe's Companies, Inc. Common
Type:
Buy
Date
Jul 14, 2023
MA
Mastercard Incorporated Common
Type:
Buy
Date
Jul 14, 2023
MCD
McDonald's Corporation Common
Type:
Buy
Date
Jul 14, 2023
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Jul 14, 2023
MSFT
Microsoft Corporation - Common
Type:
Buy
Date
Jul 14, 2023
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Jul 14, 2023
PEP
Pepsico, Inc.
Type:
Buy
Date
Jul 14, 2023
PG
Procter & Gamble Company
Type:
Buy
Date
Jul 14, 2023
PEG
Public Service Enterprise Group
Type:
Buy
Date
Jul 14, 2023
ROP
Roper Technologies, Inc.
Type:
Buy
Date
Jul 14, 2023
TGT
Target Corporation Common Stock
Type:
Buy
Date
Jul 14, 2023
WEC
WEC Energy Group, Inc. Common
Type:
Buy
Date
Jul 14, 2023
WST
West Pharmaceutical Services, Inc.
Type:
Buy
Date
Jul 14, 2023
COST
Costco Wholesale Corporation -
Type:
Buy
Date
Jul 14, 2023
DG
Dollar General Corporation Common
Type:
Sell
Date
Jul 14, 2023
XOM
Exxon Mobil Corporation Common
Type:
Buy
Date
Jul 14, 2023
UNH
UnitedHealth Group Incorporated
Type:
Buy
Date
Jul 14, 2023
V
Visa Inc.
Type:
Buy
Date
Jul 14, 2023
GWW
W.W. Grainger, Inc. Common Stock
Type:
Buy
Date
Jul 14, 2023
DIS
Walt Disney Company
Type:
Sell
Date
Jul 14, 2023
ACN
Accenture plc Class A Ordinary Shares
Type:
Buy
Date
Jul 14, 2023
AOS
A.O. Smith Corporation Common
Type:
Buy
Date
Jul 14, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Buy
Date
Jul 14, 2023
SPGI
S&P Global Inc. Common Stock
Type:
Buy
Date
Jul 14, 2023
SO
Southern Company
Type:
Buy
Date
Jul 14, 2023
SBUX
Starbucks Corporation - Common
Type:
Buy
Date
Jul 14, 2023
STE
STERIS plc
Type:
Buy
Date
Jul 14, 2023
RJF
Raymond James Financial, Inc.
Type:
Sell
Date
Jul 14, 2023
C
Citigroup, Inc. Common Stock
Type:
Sell
Date
Jul 14, 2023
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Jul 14, 2023
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Feb 13, 2024
SO
Southern Company
Type:
Buy
Date
Jul 5, 2024
TD
Toronto Dominion Bank
Type:
Sell
Date
Jul 5, 2024
WM
Waste Management, Inc. Common
Type:
Buy
Date
Jul 5, 2024
WEC
WEC Energy Group, Inc. Common
Type:
Sell
Date
Jul 5, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Jul 5, 2024
MDLZ
Mondelez International, Inc. - Class A Common Stock
Type:
Sell
Date
Jul 5, 2024
CMCSA
Comcast Corporation - Class A Common Stock
Type:
Sell
Date
Jul 5, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Jul 5, 2024
LOW
Lowe's Companies, Inc. Common
Type:
Sell
Date
Jul 5, 2024
MA
Mastercard Incorporated Common
Type:
Sell
Date
Jul 5, 2024
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Jul 5, 2024
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Jul 5, 2024
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Jul 5, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Jul 5, 2024
ALL
Allstate Corporation
Type:
Sell
Date
Jul 5, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jul 5, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Jul 5, 2024
CB
Chubb Limited Common Stock
Type:
Buy
Date
Jul 5, 2024
FDS
FactSet Research Systems Inc.
Type:
Sell
Date
Jul 5, 2024
ABT
Abbott Laboratories Common Stock
Type:
Buy
Date
Jul 5, 2024
SNA
Snap-On Incorporated Common
Type:
Sell
Date
Jul 5, 2024
ZTS
Zoetis Inc. Class A Common Stock
Type:
Sell
Date
Jul 5, 2024
JNJ
Johnson & Johnson Common Stock
Type:
Buy
Date
Jul 1, 2024
JPM
JP Morgan Chase & Co. Common
Type:
Buy
Date
Jul 1, 2024
LMT
Lockheed Martin Corporation
Type:
Buy
Date
Jul 1, 2024
NEE
NextEra Energy, Inc. Common Stock
Type:
Buy
Date
Jul 1, 2024
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Jul 1, 2024
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Jul 1, 2024
SNA
Snap-On Incorporated Common
Type:
Buy
Date
Jul 1, 2024
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Jul 1, 2024
BBY
Best Buy Co., Inc. Common Stock
Type:
Sell
Date
Jul 1, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Jul 1, 2024
FDS
FactSet Research Systems Inc.
Type:
Buy
Date
Jul 1, 2024
TD
Toronto Dominion Bank
Type:
Sell
Date
Jul 1, 2024
TSCO
Tractor Supply Company - Common
Type:
Buy
Date
Jul 1, 2024
WEC
WEC Energy Group, Inc. Common
Type:
Sell
Date
Jul 1, 2024
SHW
Sherwin-Williams Company
Type:
Buy
Date
Jul 5, 2024
MA
Mastercard Incorporated Common
Type:
Sell
Date
Jul 5, 2024
NOC
Northrop Grumman Corporation
Type:
Sell
Date
Jul 5, 2024
SO
Southern Company
Type:
Buy
Date
Jul 5, 2024
TD
Toronto Dominion Bank
Type:
Sell
Date
Jul 5, 2024
ORCL
Oracle Corporation Common Stock
Type:
Buy
Date
Jul 5, 2024
PNC
PNC Financial Services Group, Inc.
Type:
Sell
Date
Jul 5, 2024
ROP
Roper Technologies, Inc.
Type:
Buy
Date
Jul 5, 2024
LIN
Linde plc - Ordinary Shares
Type:
Buy
Date
Jul 5, 2024
NVDA
NVIDIA Corporation - Common Stock
Type:
Buy
Date
Jul 5, 2024
BRK-B
Berkshire Hathaway Inc. New
Type:
Buy
Date
Jul 5, 2024
ALL
Allstate Corporation
Type:
Sell
Date
Jul 5, 2024
AMZN
Amazon.com, Inc. - Common Stock
Type:
Buy
Date
Jul 5, 2024
ATO
Atmos Energy Corporation Common
Type:
Buy
Date
Jul 5, 2024
AVGO
Broadcom Inc. - Common Stock
Type:
Buy
Date
Jul 5, 2024
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
Jul 5, 2024
ELV
Elevance Health, Inc. Common Stock
Type:
Buy
Date
Jul 5, 2024
FDS
FactSet Research Systems Inc.
Type:
Sell
Date
Jul 5, 2024
GWW
W.W. Grainger, Inc. Common Stock
Type:
Buy
Date
Jul 5, 2024
WM
Waste Management, Inc. Common
Type:
Sell
Date
Jul 5, 2024
WEC
WEC Energy Group, Inc. Common
Type:
Sell
Date
Jul 5, 2024
CMCSA
Comcast Corporation - Class A
Type:
Sell
Date
Jul 17, 2024
NKE
Nike, Inc. Common Stock
Type:
Sell
Date
Feb 1, 2024
SNA
Snap-On Incorporated Common
Type:
Buy
Date
Feb 1, 2024
APD
Air Products and Chemicals, Inc.
Type:
Sell
Date
Feb 1, 2024
FDS
FactSet Research Systems Inc.
Type:
Buy
Date
Feb 1, 2024
MRK
Merck & Company, Inc. Common
Type:
Buy
Date
Dec 28, 2023
SBCF
Seacoast Banking Corporation of
Type:
Sell
Date
Dec 14, 2023
SHW
Sherwin-Williams Company
Type:
Sell
Date
Dec 28, 2023
HRL
Hormel Foods Corporation
Type:
Sell
Date
Dec 28, 2023
ADI
Analog Devices, Inc.
Type:
Buy
Date
Dec 28, 2023
BBY
Best Buy Co., Inc.
Type:
Sell
Date
Dec 28, 2023
META
Meta Platforms, Inc. - Class A
Type:
Buy
Date
Dec 28, 2023
DG
Dollar General Corporation
Type:
Sell
Date
Dec 28, 2023
LLY
Eli Lilly and Company
Type:
Buy
Date
Dec 28, 2023
JKHY
Jack Henry & Associates, Inc.
Type:
Sell
Date
Dec 28, 2023
ROP
Roper Technologies, Inc.
Type:
Buy
Date
Dec 28, 2023
MDT
Medtronic plc. Ordinary Shares
Type:
Sell
Date
Dec 28, 2023
PFE
Pfizer, Inc.
Type:
Sell
Date
Dec 28, 2023
SYY
Sysco Corporation
Type:
Sell
Date
Dec 28, 2023
TMUS
T-Mobile US, Inc.
Type:
Buy
Date
Dec 28, 2023
TSCO
Tractor Supply Company
Type:
Buy
Date
Dec 28, 2023
DIS
Walt Disney Company
Type:
Sell
Date
Dec 28, 2023
WST
West Pharmaceutical Services, Inc.
Type:
Buy
Date
Dec 28, 2023
GOOG
Alphabet Inc. - Class C Capital Stock
Type:
Buy
Date
Dec 28, 2023
Trade data sourced from House Financial Disclosures and Senate STOCK Act reports. Disclosure delays up to 45 days are permitted by law.
Data sourced from House and Senate STOCK Act disclosures. Not financial advice. Full disclaimer