Michael T. McCaul
Trades
2,035
2035 buy / 0 sell
Buy Win Rate
N/A
Mostly non-equity
Avg. Buy Return
N/A
Mostly non-equity
vs S&P 500
N/A
Mostly non-equity
Trading Performance
Buy/sell classification unreliable for this member (scanned PDF filing). Performance metrics hidden to prevent inaccurate data.
Trade History
2035 trades disclosedIncludes paper filings - amounts may be unavailable
NSIT
INSIGHT ENTERPRISES INC
Type:
Buy
Date
Mar 3, 2026
EQT
EQT CORP COM
Type:
Buy
Date
Mar 31, 2026
AJG
ARTHUR J GALLAGHER & CO
Type:
Buy
Date
Mar 4, 2026
MA
MASTERCARD INCORPORATED CLA
Type:
Buy
Date
Mar 2, 2026
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETF
Type:
Buy
Date
Mar 31, 2026
IVV
ISHARES CORE S&P S00 ETF
Type:
Buy
Date
Mar 20, 2026
DFIC
DIMENSIONAL ETF TRUST INTERNATIONAL CORE EQUITY 2 ETF
Type:
Buy
Date
Mar 26, 2026
VOO
VANGUARD INDEX FUNDS S&P 500 ETF USD
Type:
Buy
Date
Mar 31, 2026
SAP
SAP ADR
Type:
Buy
Date
Mar 6, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 12, 2026
CMCSA
COMCAST CORP
Type:
Buy
Date
Mar 12, 2026
HLT
HILTON WORLDWIDE HLDGS INC
Type:
Buy
Date
Mar 12, 2026
ASML
ASML HOLDING NV
Type:
Buy
Date
Mar 31, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Mar 13, 2026
AJG
ARTHUR J GALLAGHER & CO
Type:
Buy
Date
Mar 25, 2026
AJG
ARTHURJ GALLAGHER & CO
Type:
Buy
Date
Mar 12, 2026
SPGI
S&P GLOBAL INC COM ~
Type:
Buy
Date
Mar 31, 2026
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Mar 27, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 20, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 2, 2026
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Mar 2, 2026
NOW
SERVICENOW INC
Type:
Buy
Date
Mar 4, 2026
MA
MASTERCARD INCORPORATED CLA
Type:
Buy
Date
Mar 17, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Mar 20, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Mar 24, 2026
SPGI
S&P GLOBAL INC COM
Type:
Buy
Date
Mar 18, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 10, 2026
INTU
INTUIT INC
Type:
Buy
Date
Mar 17, 2026
SAP
SAP ADR
Type:
Buy
Date
Mar 23, 2026
SAP
SAP ADR
Type:
Buy
Date
Mar 19, 2026
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Mar 12, 2026
DHR
DANAHER CORPORATION COM
Type:
Buy
Date
Mar 5, 2026
ADSK
AUTODESK INC
Type:
Buy
Date
Mar 4, 2026
SPGI
S&P GLOBAL INC COM b¢
Type:
Buy
Date
Mar 17, 2026
AMZN
AMAZON COM INC
Type:
Buy
Date
Mar 27, 2026
CMCSA
COMCAST CORP
Type:
Buy
Date
Mar 23, 2026
GEV
GE VERNOVA INC
Type:
Buy
Date
Mar 27, 2026
PTC
PTC INC
Type:
Buy
Date
Mar 4, 2026
BAYRY
BAYER AG SPON ADR t
Type:
Buy
Date
Mar 17, 2026
WWD
WOODWARD INC
Type:
Buy
Date
Mar 11, 2026
WWD
WOODWARD INC
Type:
Buy
Date
Mar 31, 2026
AER
AERCAP HOLDINGS N V
Type:
Buy
Date
Mar 3, 2026
HLT
HILTON WORLDWIDE HLDGS INC
Type:
Buy
Date
Mar 3, 2026
ABT
ABBOTT LABORATORIES
Type:
Buy
Date
Mar 4, 2026
AON
AON PLC SHS CLA
Type:
Buy
Date
Mar 12, 2026
AON
AON PLC SHS CLA
Type:
Buy
Date
Mar 25, 2026
AON
AON PLCSHSCLA
Type:
Buy
Date
Mar 4, 2026
SHEL
SHELL PLC SPON ADS
Type:
Buy
Date
Mar 31, 2026
PLXS
PLEXUS CORP
Type:
Buy
Date
Mar 4, 2026
PAYX
PAYCHEX INC
Type:
Buy
Date
Mar 4, 2026
ARE
ALEXANDRIA REAL ESTATE EQUITIES
Type:
Buy
Date
Mar 23, 2026
EQH
EQUITABLE HLDGS INC COM
Type:
Buy
Date
Mar 2, 2026
VTI
VANGUARD TOTAL STOCK MARKET INDEX ADMIRAL
Type:
Buy
Date
Mar 27, 2026
VEA
VANGUARD DEVELOPED MARKETS INDEX FUND ETF
Type:
Buy
Date
Mar 24, 2026
DFAI
DFA INTERNATIONAL CORE EQUITY
Type:
Buy
Date
Mar 30, 2026
GPN
GLOBAL PAYMENTS INC
Type:
Buy
Date
Mar 23, 2026
SWK
STANLEY BLACK & DECKER INC b
Type:
Buy
Date
Mar 13, 2026
BAX
BAXTER INTERNATIONAL INC
Type:
Buy
Date
Mar 23, 2026
GPC
GENUINE PARTS CO COM USD1
Type:
Buy
Date
Mar 13, 2026
IBM
INTERNATIONAL BUS MACH CORP »
Type:
Buy
Date
Mar 4, 2026
CVX
CHEVRON CORP
Type:
Buy
Date
Mar 23, 2026
CVX
CHEVRON CORP
Type:
Buy
Date
Mar 13, 2026
LPLA
LPL FINANCIAL HOLDINGS INC
Type:
Buy
Date
Mar 2, 2026
DOC
HEALTHPEAK PROPERTIES INC
Type:
Buy
Date
Mar 23, 2026
CVX
CHEVRON CORP
Type:
Buy
Date
Mar 4, 2026
CVCO
Cavco Industries Inc
Type:
Buy
Date
Feb 4, 2026
HURN
Huron Consulting Group Inc
Type:
Buy
Date
Feb 12, 2026
MWA
Mueller Water Products Inc
Type:
Buy
Date
Feb 3, 2026
PRI
Primerica Inc Com
Type:
Buy
Date
Feb 13, 2026
HLI
Houlihan Lokey Inc Cl A
Type:
Buy
Date
Feb 12, 2026
FCN
FTI Consulting Inc
Type:
Buy
Date
Feb 11, 2026
HURN
Huron Consulting Group Inc
Type:
Buy
Date
Feb 27, 2026
LPX
Louisiana-Pacific Corp
Type:
Buy
Date
Feb 27, 2026
FCN
FTI Consulting Inc
Type:
Buy
Date
Feb 27, 2026
ABT
Abbott Laboratories
Type:
Buy
Date
Feb 5, 2026
BAYRY
Bayer AG Spon ADR
Type:
Buy
Date
Feb 5, 2026
ASML
ASML Holding NV
Type:
Buy
Date
Feb 5, 2026
MSFT
Microsoft Corp
Type:
Buy
Date
Feb 27, 2026
BAYRY
Bayer AG Spon ADR
Type:
Buy
Date
Feb 17, 2026
WDAY
Workday Inc Com Cl A
Type:
Buy
Date
Feb 10, 2026
GEV
GE Vernova Inc Com
Type:
Buy
Date
Feb 4, 2026
PSTG
Pure Storage Inc Cl A
Type:
Buy
Date
Feb 13, 2026
FICO
Fair Isaac Corp
Type:
Buy
Date
Feb 3, 2026
SAP
SAP ADR
Type:
Buy
Date
Feb 4, 2026
TER
Teradyne Inc Com
Type:
Buy
Date
Feb 4, 2026
ADSK
Autodesk Inc
Type:
Buy
Date
Feb 27, 2026
INTU
Intuit Inc
Type:
Buy
Date
Feb 17, 2026
SPOT
Spotify Technology S.A. Com
Type:
Buy
Date
Feb 27, 2026
ENTG
Entegris Inc
Type:
Buy
Date
Feb 4, 2026
SPOT
Spotify Technology S.A. Com
Type:
Buy
Date
Feb 4, 2026
SPOT
Spotify Technology S.A. Com
Type:
Buy
Date
Feb 10, 2026
ENTG
Entegris Inc
Type:
Buy
Date
Feb 10, 2026
SAP
SAP ADR
Type:
Buy
Date
Feb 13, 2026
MELI
Mercadolibre Inc Com
Type:
Buy
Date
Feb 27, 2026
NFLX
Netflix Inc
Type:
Buy
Date
Feb 17, 2026
META
Meta Platforms Inc Class A
Type:
Buy
Date
Feb 20, 2026
META
Meta Platforms Inc Class A
Type:
Buy
Date
Feb 11, 2026
WDAY
Workday Inc Com Cl A
Type:
Buy
Date
Feb 27, 2026
ORCL
Oracle Corp
Type:
Buy
Date
Feb 11, 2026
RDDT
Reddit Inc Cl A
Type:
Buy
Date
Feb 11, 2026
PSTG
Pure Storage Inc Cl A
Type:
Buy
Date
Feb 26, 2026
SAP
SAP ADR
Type:
Buy
Date
Feb 10, 2026
SAP
SAP ADR
Type:
Buy
Date
Feb 5, 2026
INTU
Intuit Inc
Type:
Buy
Date
Feb 5, 2026
NFLX
Netflix Inc
Type:
Buy
Date
Feb 5, 2026
WDAY
Workday Inc Com Cl A
Type:
Buy
Date
Feb 17, 2026
ORCL
Oracle Corp
Type:
Buy
Date
Feb 10, 2026
NFLX
Netflix Inc
Type:
Buy
Date
Feb 27, 2026
AER
Aercap Holdings N.V.
Type:
Buy
Date
Feb 3, 2026
WDAY
Workday Inc Com Cl A
Type:
Buy
Date
Feb 9, 2026
CMCSA
Comcast Corp
Type:
Buy
Date
Feb 26, 2026
UBER
Uber Technologies Inc Com
Type:
Buy
Date
Feb 11, 2026
NVDA
Nvidia Corporation Com
Type:
Buy
Date
Feb 26, 2026
GE
GE Aerospace Com New
Type:
Buy
Date
Feb 4, 2026
UBER
Uber Technologies Inc Com
Type:
Buy
Date
Feb 13, 2026
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 13, 2026
VMC
Vulcan Materials Co
Type:
Buy
Date
Feb 23, 2026
WWD
Woodward Inc Com
Type:
Buy
Date
Feb 27, 2026
WWD
Woodward Inc Com
Type:
Buy
Date
Feb 3, 2026
WWD
Woodward Inc Com
Type:
Buy
Date
Feb 18, 2026
MLM
Martin Marietta Materials Inc
Type:
Buy
Date
Feb 17, 2026
HLT
Hilton Worldwide Hldgs Inc
Type:
Buy
Date
Feb 6, 2026
EL
Estee Lauder Companies Inc Class A
Type:
Buy
Date
Feb 2, 2026
BAYRY
Bayer AG Spon ADR
Type:
Buy
Date
Feb 6, 2026
PTC
PTC Inc
Type:
Buy
Date
Feb 24, 2026
INTU
Intuit Inc
Type:
Buy
Date
Feb 11, 2026
DXCM
Dexcom Inc
Type:
Buy
Date
Feb 4, 2026
MLM
Martin Marietta Materials Inc
Type:
Buy
Date
Feb 23, 2026
WWD
Woodward Inc Com
Type:
Buy
Date
Feb 10, 2026
AER
Aercap Holdings N.V.
Type:
Buy
Date
Feb 13, 2026
HLT
Hilton Worldwide Hldgs Inc
Type:
Buy
Date
Feb 23, 2026
GOOGL
Alphabet Inc Cap Stk Cl A
Type:
Buy
Date
Feb 4, 2026
AMZN
Amazon.com Inc
Type:
Buy
Date
Feb 10, 2026
GEV
GE Vernova Inc Com
Type:
Buy
Date
Feb 5, 2026
ABT
Abbott Laboratories
Type:
Buy
Date
Feb 27, 2026
PLXS
Plexus Corp
Type:
Buy
Date
Feb 4, 2026
PLXS
Plexus Corp
Type:
Buy
Date
Feb 12, 2026
DCI
Donaldson Company Inc
Type:
Buy
Date
Feb 18, 2026
BAX
Baxter International Inc
Type:
Buy
Date
Feb 17, 2026
DOC
Healthpeak Properties Inc Com
Type:
Buy
Date
Feb 6, 2026
GPC
Genuine Parts Co
Type:
Buy
Date
Feb 20, 2026
CVS
CVS Health Corporation
Type:
Buy
Date
Feb 20, 2026
VSH
Vishay Intertechnology Inc
Type:
Buy
Date
Feb 12, 2026
MUR
Murphy Oil Corp
Type:
Buy
Date
Feb 20, 2026
HUM
Humana Inc
Type:
Buy
Date
Feb 17, 2026
ARE
Alexandria Real Estate Equities
Type:
Buy
Date
Feb 6, 2026
FCN
FTI CONSULTING INC
Type:
Buy
Date
Jan 21, 2026
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Jan 13, 2026
CMCSA
COMCAST CORP
Type:
Buy
Date
Jan 13, 2026
VSNT
VERSANT MEDIA GROUP INC COM CLA
Type:
Buy
Date
Jan 13, 2026
ASML
ASML HOLDING NV
Type:
Buy
Date
Jan 30, 2026
AER
AERCAP HOLDINGS
Type:
Buy
Date
Jan 13, 2026
WWD
WOODWARD INC
Type:
Buy
Date
Jan 14, 2026
ASML
ASML HOLDING NV
Type:
Buy
Date
Jan 26, 2026
ASML
ASML HOLDING NV
Type:
Buy
Date
Jan 13, 2026
PINS
PINTEREST INC CLA
Type:
Buy
Date
Jan 29, 2026
PSTG
PURE STORAGE INC CLA
Type:
Buy
Date
Jan 29, 2026
GPC
GENUINE PARTS CO
Type:
Buy
Date
Jan 8, 2026
SAP
SAP ADR
Type:
Buy
Date
Jan 30, 2026
INTU
INTUIT INC
Type:
Buy
Date
Jan 30, 2026
WDAY
WORKDAY INC . a
Type:
Buy
Date
Jan 30, 2026
SAP
SAP ADR
Type:
Buy
Date
Jan 13, 2026
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Jan 26, 2026
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jan 30, 2026
MELI
P__ FF MERCADOLIBRE INC — Xf
Type:
Buy
Date
Jan 30, 2026
HSIC
HENRY SCHEIN INC
Type:
Buy
Date
Jan 9, 2026
ARW
ARROW ELECTRONICS INC
Type:
Buy
Date
Jan 27, 2026
IFF
INTERNATIONAL FLAVORS &FRAGRANCES
Type:
Buy
Date
Jan 13, 2026
BAX
BAXTER INTERNATIONAL INC
Type:
Buy
Date
Jan 13, 2026
CVS
CVS HEALTH CORPORATION
Type:
Buy
Date
Jan 13, 2026
MRK
MERCK &CO. INC
Type:
Buy
Date
Jan 13, 2026
VOO
Vanguard Index FDS S&P 500 ETF
Type:
Buy
Date
Jan 26, 2026
VOO
Vanguard Index FDS S&P 500 ETF
Type:
Buy
Date
Jan 23, 2026
NSIT
INSIGHT ENTERPRISES INC
Type:
Buy
Date
Jan 28, 2026
LIN
Linden Structured Capital Fd II
Type:
Buy
Date
Dec 18, 2025
LSEG
LONDON STOCK EX GRP ADR SPON
Type:
Buy
Date
Dec 22, 2025
LSEG
LONDON STOCKEXGRPADRSPON
Type:
Buy
Date
Dec 23, 2025
HLMIX
Harding Loevner Internationa) Eq Instl
Type:
Buy
Date
Dec 22, 2025
HLMIX
HARDING LOEVNER INTL
Type:
Buy
Date
Dec 16, 2025
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Dec 3, 2025
NWGAX
NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A
Type:
Buy
Date
Dec 19, 2025
ALLY
ALLY FINL INC
Type:
Buy
Date
Dec 9, 2025
GOOGL
ALPHABET ING-CL.C
Type:
Buy
Date
Dec 16, 2025
MWA
Mueller Water Products Inc
Type:
Buy
Date
Dec 19, 2025
MWA
Mueller Water Products Inc
Type:
Buy
Date
Dec 22, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 11, 2025
SMEGF
SIEMENS ENERGY AG-UNSP
Type:
Buy
Date
Dec 16, 2025
SMEGF
SIEMENS ENERGY AG-UNSP
Type:
Buy
Date
Dec 17, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 22, 2025
AMZN
AMAZON.COM INC
Type:
Buy
Date
Dec 15, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 19, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 15, 2025
MELI
MERCADOLUBRE INC
Type:
Buy
Date
Dec 18, 2025
MELI
MERCADOLIBRE INC
Type:
Buy
Date
Dec 16, 2025
SAP
“SP SAP SE-SPONSORED ADR
Type:
Buy
Date
Dec 17, 2025
SAP
SAP SE-SPONSORED ADR
Type:
Buy
Date
Dec 16, 2025
GOOGL
ALPHABET INC-CLC
Type:
Buy
Date
Dec 15, 2025
GOOGL
ALPHABET INC-CLC
Type:
Buy
Date
Dec 10, 2025
AER
AERCAP HOLDINGS NV
Type:
Buy
Date
Dec 12, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Dec 15, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Dec 16, 2025
UBER
UBER TECHNOLOGIES INC oo
Type:
Buy
Date
Dec 16, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Dec 10, 2025
BKNG
BOOKING HLOGS INC
Type:
Buy
Date
Dec 16, 2025
INTU
INTUIT INC
Type:
Buy
Date
Dec 16, 2025
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Dec 16, 2025
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Dec 11, 2025
EQT
ALEXANDRIA REAL EST EQTS
Type:
Buy
Date
Dec 15, 2025
BAX
BAXTER INTERNTL INC
Type:
Buy
Date
Dec 15, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Dec 4, 2025
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Dec 4, 2025
COR
CENCORA INC
Type:
Buy
Date
Dec 4, 2025
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Dec 4, 2025
COR
CENCORA INC
Type:
Buy
Date
Dec 15, 2025
DFAI
DFA International Core ETF
Type:
Buy
Date
Dec 23, 2025
DFAE
DFA EMERGING MARKETS CORE EQUITY 2 PORTFOLIO INSTL CLASS
Type:
Buy
Date
Dec 11, 2025
VTI
VANGUARD TOTAL STOCK MARKET INDEX FD ADMIRAL SHARES
Type:
Buy
Date
Dec 23, 2025
DFIC
DFA INTERNATIONAL CORE EQUITY 2 PORTFOLIO INSTL CLASS
Type:
Buy
Date
Dec 11, 2025
DFAI
DFA International Core ETF
Type:
Buy
Date
Dec 24, 2025
DFAI
DIMENSIONAL NTL CORE
Type:
Buy
Date
Dec 26, 2025
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Dec 12, 2025
VGLT
VANGUARB LONG TERM TAX
Type:
Buy
Date
Dec 1, 2025
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Dec 9, 2025
VTI
VANGUARD INDEX FDS VANGUARD TOTAL STK MKT ETE
Type:
Buy
Date
Dec 24, 2025
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Dec 3, 2025
LIN
Linden Structured Capital Fdll
Type:
Buy
Date
Nov 20, 2025
GOOGL
ALPHABET INC-CL C
Type:
Buy
Date
Nov 19, 2025
ATR
APTARGROUP INC COM
Type:
Buy
Date
Nov 19, 2025
VVV
VALVOLINE INC COM
Type:
Buy
Date
Nov 19, 2025
HAYW
HAYWARD HLDGS INCCOM
Type:
Buy
Date
Nov 20, 2025
CVCO
CAVCO INDS INC DELCOM
Type:
Buy
Date
Nov 19, 2025
LPX
LOUISIANA-PAC CORPCOM
Type:
Buy
Date
Nov 18, 2025
MSA
s5P MSA SAFETY INC COM °
Type:
Buy
Date
Nov 20, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Nov 4, 2025
SAP
SAP SE-SPONSORED ADR
Type:
Buy
Date
Nov 28, 2025
HUM
HUMANA INC
Type:
Buy
Date
Nov 4, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Nov 24, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Nov 19, 2025
VGLT
” VANGUARD LONG TERM TAX
Type:
Buy
Date
Nov 3, 2025
FCFS
FIRSTCASH HLDGS INCCOM ; b§ «
Type:
Buy
Date
Nov 26, 2025
G
GENPACT LTD : ; ; ;
Type:
Buy
Date
Nov 24, 2025
GPC
GENUINE PARTS CO
Type:
Buy
Date
Nov 13, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Nov 14, 2025
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Nov 13, 2025
NOW
ServiceNow Inc
Type:
Buy
Date
Oct 8, 2025
GOOG
Alphabet Inc-Cl C
Type:
Buy
Date
Oct 27, 2025
AVGO
Broadcom Inc
Type:
Buy
Date
Oct 27, 2025
WDAY
Workday Inc-Class A
Type:
Buy
Date
Oct 14, 2025
GPC
Genuine Parts Co
Type:
Buy
Date
Oct 27, 2025
GOOG
Alphabet Inc-Cl C
Type:
Buy
Date
Oct 20, 2025
META
Meta Platforms Inc-Class A
Type:
Buy
Date
Oct 8, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Oct 27, 2025
GOOGL
Alphabet Inc-Cl A
Type:
Buy
Date
Oct 27, 2025
HLT
Hilton Worldwide Holdings
Type:
Buy
Date
Oct 27, 2025
AON
Aon Plc-Class A
Type:
Buy
Date
Oct 23, 2025
META
Meta Platforms Inc-Class A
Type:
Buy
Date
Oct 27, 2025
AMZN
Amazon.com Inc
Type:
Buy
Date
Oct 27, 2025
VMC
Vulcan Materials Co
Type:
Buy
Date
Oct 30, 2025
ASML
ASML Holding NV-NY Reg Shs
Type:
Buy
Date
Oct 30, 2025
SHEL
Shell Plc-ADR
Type:
Buy
Date
Oct 17, 2025
SHEL
Shell Plc-ADR
Type:
Buy
Date
Oct 23, 2025
ASML
ASML Holding NV-NY Reg Shs
Type:
Buy
Date
Oct 23, 2025
ADSK
Autodesk Inc
Type:
Buy
Date
Oct 27, 2025
CDNS
Cadence Design Sys Inc
Type:
Buy
Date
Oct 27, 2025
ASML
ASML Holding NV-NY Reg Shs
Type:
Buy
Date
Oct 7, 2025
INTU
Intuit Inc
Type:
Buy
Date
Oct 17, 2025
MA
Mastercard Inc
Type:
Buy
Date
Oct 23, 2025
PTC
PTC Inc
Type:
Buy
Date
Oct 22, 2025
BA
Boeing Hldgs Inc
Type:
Buy
Date
Oct 27, 2025
SAP
SAP SE-Sponsored ADR
Type:
Buy
Date
Oct 27, 2025
GE
GE Aerospace
Type:
Buy
Date
Oct 27, 2025
PINS
Pinterest Inc Reg Shs
Type:
Buy
Date
Oct 17, 2025
RDDT
Reddit Inc Reg Shs A
Type:
Buy
Date
Oct 17, 2025
NFLX
Netflix Com Inc
Type:
Buy
Date
Oct 27, 2025
LEN
Lennar Corp-A
Type:
Buy
Date
Oct 23, 2025
GEV
GE Vernova Inc
Type:
Buy
Date
Oct 31, 2025
AVGO
Broadcom Inc
Type:
Buy
Date
Oct 24, 2025
HURN
Huron Consulting
Type:
Buy
Date
Oct 27, 2025
GOOGL
Alphabet Inc Shs Cl A
Type:
Buy
Date
Oct 17, 2025
GEV
GE Vernova Inc
Type:
Buy
Date
Oct 14, 2025
WDAY
Workday Inc-Class A
Type:
Buy
Date
Oct 3, 2025
LEN
Lennar Corp-A
Type:
Buy
Date
Oct 10, 2025
WWD
Woodward Inc
Type:
Buy
Date
Oct 27, 2025
TSM
Taiwan Semiconductor-SP ADR
Type:
Buy
Date
Oct 27, 2025
HWM
Howmet Aerospace Inc
Type:
Buy
Date
Oct 27, 2025
V
Visa Inc Cl A Shrs
Type:
Buy
Date
Oct 27, 2025
ANET
Arista Networks Inc Reg
Type:
Buy
Date
Oct 16, 2025
DXCM
Dexcom Inc
Type:
Buy
Date
Oct 27, 2025
CHTR
Charter Communications Inc A
Type:
Buy
Date
Oct 17, 2025
AA
Alcoa Corp
Type:
Buy
Date
Oct 27, 2025
AER
Aercap Holdings NV
Type:
Buy
Date
Oct 22, 2025
EL
The Estee Lauder Companies Inc
Type:
Buy
Date
Oct 27, 2025
ELV
Elevance Health Inc
Type:
Buy
Date
Oct 27, 2025
BAYRY
Bayer AG-Sponsored ADR
Type:
Buy
Date
Oct 27, 2025
SHEL
Shell Plc-ADR
Type:
Buy
Date
Oct 27, 2025
COF
Capital One Financial Corp
Type:
Buy
Date
Oct 22, 2025
ORCL
Oracle Corp
Type:
Buy
Date
Oct 27, 2025
UBER
Uber Technologies Inc
Type:
Buy
Date
Oct 27, 2025
SSD
Simpson Manufacturing Co
Type:
Buy
Date
Oct 8, 2025
ASML
ASML Holding NV-NY Reg Shs
Type:
Buy
Date
Oct 27, 2025
INTU
Intuit Inc
Type:
Buy
Date
Oct 27, 2025
ANET
Arista Networks Inc Reg
Type:
Buy
Date
Oct 27, 2025
HUM
Humana Inc
Type:
Buy
Date
Oct 27, 2025
LEN
Lennar Corp-A
Type:
Buy
Date
Oct 27, 2025
CMCSA
Comcast Corp-Class A
Type:
Buy
Date
Oct 27, 2025
META
Meta Platforms Inc
Type:
Buy
Date
Oct 31, 2025
AMZN
Amazon Com Inc Com
Type:
Buy
Date
Oct 13, 2025
COP
ConocoPhillips
Type:
Buy
Date
Oct 27, 2025
UNH
UnitedHealth Group Inc
Type:
Buy
Date
Oct 27, 2025
MSFT
Microsoft Corp
Type:
Buy
Date
Oct 27, 2025
NVDA
Nvidia
Type:
Buy
Date
Oct 27, 2025
GPN
Global Pmts Inc Georgia
Type:
Buy
Date
Oct 24, 2025
IFF
Intl Flavors&Fragrnc
Type:
Buy
Date
Oct 22, 2025
ARE
Alexandria Real Est Eqts
Type:
Buy
Date
Oct 24, 2025
NFG
Nat Fuel Gas Co NJ
Type:
Buy
Date
Oct 10, 2025
ST
Sensata Technologies
Type:
Buy
Date
Oct 10, 2025
DLTR
Dollar Tree Inc
Type:
Buy
Date
Oct 24, 2025
GPN
Global Pmts Inc Georgia
Type:
Buy
Date
Oct 24, 2025
DLTR
Dollar Tree Inc
Type:
Buy
Date
Oct 10, 2025
ARE
Alexandria Real Est Eqts
Type:
Buy
Date
Oct 10, 2025
TPR
Tapestry Inc
Type:
Buy
Date
Oct 27, 2025
LPLA
LPL Financial Holdings
Type:
Buy
Date
Oct 27, 2025
INTC
Intel Corp
Type:
Buy
Date
Oct 27, 2025
ST
Sensata Technologies
Type:
Buy
Date
Oct 27, 2025
VSH
Vishay Intertechnlgy
Type:
Buy
Date
Oct 27, 2025
ETN
Eaton Inc Cl A
Type:
Buy
Date
Oct 27, 2025
CVX
Chevron Corp
Type:
Buy
Date
Oct 27, 2025
MUR
Murphy Oil Corp
Type:
Buy
Date
Oct 27, 2025
SWK
Stanley Black & Decker
Type:
Buy
Date
Oct 27, 2025
GPN
Global Pmts Inc Georgia
Type:
Buy
Date
Oct 27, 2025
LVS
Las Vegas Sands Corp
Type:
Buy
Date
Oct 27, 2025
ALLY
Ally Finl Inc
Type:
Buy
Date
Oct 27, 2025
IBM
Intl Business Machines
Type:
Buy
Date
Oct 27, 2025
ARE
Alexandria Real Est Eqts
Type:
Buy
Date
Oct 27, 2025
TSN
Tyson Foods Inc Cl A
Type:
Buy
Date
Oct 27, 2025
DLTR
Dollar Tree Inc
Type:
Buy
Date
Oct 27, 2025
EQH
Equitable Holdings Inc
Type:
Buy
Date
Oct 27, 2025
MRK
Merck And Co Inc Shs
Type:
Buy
Date
Oct 27, 2025
D
Dominion Energy Inc
Type:
Buy
Date
Oct 27, 2025
ALL
Allstate Corp Del Com
Type:
Buy
Date
Oct 27, 2025
T
AT&T Inc
Type:
Buy
Date
Oct 27, 2025
NFG
Nat Fuel Gas Co NJ
Type:
Buy
Date
Oct 27, 2025
CVS
CVS Health Corp
Type:
Buy
Date
Oct 17, 2025
UTHR
United Therapeutics Corp
Type:
Buy
Date
Oct 27, 2025
C
Citigroup Inc Com New
Type:
Buy
Date
Oct 27, 2025
NFG
Nat Fuel Gas Co NJ
Type:
Buy
Date
Oct 24, 2025
CVX
Chevron Corp
Type:
Buy
Date
Oct 22, 2025
INTC
Intel Corp
Type:
Buy
Date
Oct 10, 2025
TPR
Tapestry Inc
Type:
Buy
Date
Oct 22, 2025
VTI
Vanguard Total Stock
Type:
Buy
Date
Oct 1, 2025
SKX
I SKECHERS USA INC
Type:
Buy
Date
Sep 16, 2025
LSEG
LONDON STOCK EXCHG-UNSP ADR
Type:
Buy
Date
Sep 5, 2025
LSEG
LONDON STOCK EXCHG-UNSP ADR
Type:
Buy
Date
Sep 12, 2025
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Sep 30, 2025
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Sep 30, 2025
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Oct 5, 2025
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Sep 30, 2025
ATR
AptarGroup, Inc.
Type:
Buy
Date
Sep 11, 2025
DXCM
OEXCOM INC
Type:
Buy
Date
Sep 22, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Sep 9, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Sep 25, 2025
GOOGL
ALPHABET INCSHS CLA
Type:
Buy
Date
Sep 4, 2025
ORCL
ORACLE CORP
Type:
Buy
Date
Sep 11, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Sep 10, 2025
GOOGL
ALPHABET INC-CL A
Type:
Buy
Date
Sep 18, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Sep 30, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Sep 3, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Sep 23, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Sep 8, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 8, 2025
ATR
AptarGroup, Inc.
Type:
Buy
Date
Sep 22, 2025
PRI
PRIMERICA INC
Type:
Buy
Date
Sep 22, 2025
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Sep 30, 2025
VTEB
VANGUARD TAX-EXEMPT BOND ETF
Type:
Buy
Date
Sep 29, 2025
NOW
SERVICENOW INC b§
Type:
Buy
Date
Sep 25, 2025
CNM
CORE & MAIN INC COMCLA —
Type:
Buy
Date
Sep 22, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Sep 8, 2025
CSL
Carlisle Companies, inc.
Type:
Buy
Date
Sep 22, 2025
NFLX
NETFLIX COM INC
Type:
Buy
Date
Sep 16, 2025
NSIT
Insight Enterprises, Inc.
Type:
Buy
Date
Sep 22, 2025
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Sep 22, 2025
MSA
MSA Safety incorporated
Type:
Buy
Date
Sep 22, 2025
NSIT
Insight Enterprises, Inc.
Type:
Buy
Date
Sep 11, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Sep 4, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Sep 16, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Sep 3, 2025
PLXS
PLEXUS CORP
Type:
Buy
Date
Sep 11, 2025
AVGO
‘ BROADCOM INC
Type:
Buy
Date
Sep 9, 2025
EL
THE ESTEE LAUDER COMPANIES INC
Type:
Buy
Date
Sep 30, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Sep 30, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 9, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 4, 2025
SNPS
SYNOPSYS INC
Type:
Buy
Date
Sep 16, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Sep 25, 2025
SNPS
SYNOPSYS INC
Type:
Buy
Date
Sep 25, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 22, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 11, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Sep 8, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Sep 26, 2025
SHEL
SHELL PLC-ADR
Type:
Buy
Date
Sep 19, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Sep 16, 2025
EQT
ALEXANDRIA REAL EST EQTS
Type:
Buy
Date
Sep 18, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Sep 26, 2025
ALLY
ALLY FINLINC °
Type:
Buy
Date
Sep 24, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Sep 26, 2025
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Sep 24, 2025
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Sep 2, 2025
NWGAX
NATIONWIDE GENEVA MID-CAP GROWTH FUND CLASS A
Type:
Buy
Date
Dec 20, 2024
SAFRF
SAFRAN SA EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Dec 11, 2024
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Sep 30, 2024
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Jun 30, 2025
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Jun 28, 2024
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Mar 28, 2025
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Jul 1, 2024
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Dec 24, 2024
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Sep 30, 2024
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND INSTITUTIONAL SHARES
Type:
Buy
Date
Mar 25, 2024
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Jun 30, 2025
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Jun 28, 2024
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Dec 11, 2024
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Sep 30, 2024
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Mar 31, 2025
DFAE
DFA EMERGING MARKETS CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Mar 28, 2024
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Mar 31, 2025
DFAI
DFA INTERNATIONAL CORE EQUITY PORTFOLIO INSTITUTIONAL CLASS
Type:
Buy
Date
Mar 28, 2024
U
ALBANY ROAD STRATEGIC OPPORTUNITY FUND
Type:
Buy
Date
Oct 23, 2024
U
ALBANY ROAD STRATEGIC OPPORTUNITY FUND
Type:
Buy
Date
Jan 31, 2025
AMZN
AMAZON.COM INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
COF
CAPITAL ONE FINANCIAL CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
CMCSA
COMCAST CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
GS
GOLDMAN SACHS GROUP INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
HLT
HILTON WORLDWIDE HOLDINGS IN EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
MSFT
MICROSOFT CORP EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
NFLX
NETFLIX INC EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
SAP
SAP SE EXCHANGED FOR EAGLE-CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
V
VISA INC CLA SHRS EXCHANGED FOR EAGLE CAP SELECT EQUITY ETF
Type:
Buy
Date
Mar 25, 2024
VTI
VANGUARD TOTAL STOCK MARKET ETF
Type:
Buy
Date
Mar 31, 2025
VTI
VANGUARD TOTAL STOCK MARKET ETF
Type:
Buy
Date
Jul 2, 2024
VTI
VANGUARD TOTAL STOCK MARKET ETF
Type:
Buy
Date
Mar 28, 2024
SSD
Simpson Manufacturing Co
Type:
Buy
Date
Sep 21, 2025
HUM
HUMANA INC
Type:
Buy
Date
Aug 22, 2025
MA
MASTERCARD INC
Type:
Buy
Date
Aug 15, 2025
COF
CAPITAL ONE FINANCIAL CORP
Type:
Buy
Date
Aug 21, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
Sep 5, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Aug 22, 2025
GEV
GE VERNOVA INC
Type:
Buy
Date
Aug 21, 2025
EL
THE ESTEE LAUDER COMPANIES INC
Type:
Buy
Date
Aug 21, 2025
SHEL
SHELL PLC-ADR
Type:
Buy
Date
Aug 21, 2025
MA
P MASTERCARD INC
Type:
Buy
Date
Aug 21, 2025
NVDA
NVIDIA
Type:
Buy
Date
Aug 29, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Aug 21, 2025
NVDA
NVIDIA
Type:
Buy
Date
Aug 22, 2025
FISV
FISERV INC
Type:
Buy
Date
Aug 6, 2025
VGLT
VANGUARD LONG TERM TAX EXEMPT FUND
Type:
Buy
Date
Aug 1, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Aug 29, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 29, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 7, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Aug 8, 2025
DXCM
DEXCOM INC
Type:
Buy
Date
Aug 7, 2025
NFLX
NETFLIX COM INC
Type:
Buy
Date
Aug 8, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Aug 27, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 9, 2025
V
VISA INC CLA
Type:
Buy
Date
Aug 15, 2025
HAYW
Hayward Holdings, inc.
Type:
Buy
Date
Aug 21, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Aug 21, 2025
HLT
HILTON WORLDWIDE HOLOINGS IN
Type:
Buy
Date
Aug 21, 2025
INTU
INTUIT INC
Type:
Buy
Date
Aug 8, 2025
GOOGL
ALPHABET INC-CL A
Type:
Buy
Date
Aug 21, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Aug 20, 2025
AON
AON PLC<LASSA
Type:
Buy
Date
Aug 21, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Aug 15, 2025
MLM
MARTIN MARIETTA MATERIALS
Type:
Buy
Date
Aug 21, 2025
VMC
VULCAN MATERIALS CO
Type:
Buy
Date
Aug 21, 2025
AMZN
AMAZON.COM INC
Type:
Buy
Date
Sep 5, 2025
MSA
MSA Safety Incorporated
Type:
Buy
Date
Jun 21, 2025
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Aug 21, 2025
ARMK
ARAMARK
Type:
Buy
Date
Aug 21, 2025
LPX
LOUISIANA-PAC Corp Com
Type:
Buy
Date
Aug 21, 2025
BJW
BJ's Wholesale Club Holdings
Type:
Buy
Date
Aug 21, 2025
PPL
Applied Industrial Technologies
Type:
Buy
Date
Aug 21, 2025
CTS
CTS CORP
Type:
Buy
Date
Aug 21, 2025
FCFS
FirstCash Holdings
Type:
Buy
Date
Aug 21, 2025
NSIT
Insight Enterprises, Inc.
Type:
Buy
Date
Aug 21, 2025
HLI
Houlihan Lokey Inc
Type:
Buy
Date
Aug 21, 2025
INTU
INTUIT INC
Type:
Buy
Date
Aug 21, 2025
PRI
PRIMERICA INC
Type:
Buy
Date
Aug 21, 2025
WTM
White Mountains insurance Group Ltd
Type:
Buy
Date
Sep 5, 2025
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Aug 22, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
Aug 22, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Aug 22, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Aug 22, 2025
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Aug 22, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Aug 22, 2025
GPC
GENUINE PARTS CO
Type:
Buy
Date
Aug 22, 2025
COR
CENCORA INC
Type:
Buy
Date
Aug 7, 2025
PLXS
PLExuS CORP
Type:
Buy
Date
Aug 5, 2025
ORCL
ORACLE CORP
Type:
Buy
Date
Aug 20, 2025
ATR
AptarGroup, Inc.
Type:
Buy
Date
Aug 7, 2025
PRI
PRIMERICA INC
Type:
Buy
Date
Aug 20, 2025
ZION
Zions Bancorporation NA
Type:
Buy
Date
Aug 20, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 4, 2025
BKNG
BOOKING HLDGS INC
Type:
Buy
Date
Aug 8, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Aug 8, 2025
PINS
PINTEREST INC REG SHS
Type:
Buy
Date
Aug 12, 2025
RDDT
REDDIT INC REG SHS-A
Type:
Buy
Date
Aug 6, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Aug 15, 2025
CVCO
Caveo Inds inc Detcom
Type:
Buy
Date
Aug 29, 2025
T
AT&T INC b§
Type:
Buy
Date
Aug 22, 2025
G
GENPACTLTO
Type:
Buy
Date
Aug 21, 2025
PTC
PTC INC
Type:
Buy
Date
Aug 21, 2025
PLXS
PLEXUS CORP
Type:
Buy
Date
Aug 21, 2025
SNPS
SYNOPSYS INC
Type:
Buy
Date
Aug 21, 2025
SAP
SAP SE-SPONSORED ADR
Type:
Buy
Date
Aug 21, 2025
OMF
ONEMAIN HLDGS INC
Type:
Buy
Date
Aug 21, 2025
ARW
Arrow Electronics, Inc.
Type:
Buy
Date
Aug 21, 2025
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Aug 21, 2025
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Aug 28, 2025
WWD
WOODWARD INC
Type:
Buy
Date
Aug 22, 2025
ELV
ELEVANCE HEALTH INC
Type:
Buy
Date
Aug 21, 2025
VVV
VALVOLINE INC
Type:
Buy
Date
Aug 21, 2025
TSM
TAIWAN SEMICONDUCTOR-SP AOR
Type:
Buy
Date
Aug 21, 2025
ADSK
AUTODESK INC
Type:
Buy
Date
Aug 21, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Aug 29, 2025
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Aug 21, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
Aug 19, 2025
NFLX
NETFLIX COM INC
Type:
Buy
Date
Aug 21, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Aug 21, 2025
CHTR
CHARTER COMMUNICATIONS INC-A
Type:
Buy
Date
Aug 21, 2025
SHEL
SHELL, PLC-ADR
Type:
Buy
Date
Aug 6, 2025
LEN
LENNAR CORP-A
Type:
Buy
Date
Aug 21, 2025
DXCM
DEXCOM INC
Type:
Buy
Date
Aug 21, 2025
BKNG
BOOKING HLDGS INC
Type:
Buy
Date
Aug 21, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Aug 21, 2025
V
VISA INC-CL A SHRS
Type:
Buy
Date
Aug 21, 2025
FISV
FISERV INC
Type:
Buy
Date
Aug 15, 2025
BAYRY
BAYER AG-SPONSORED ADR
Type:
Buy
Date
Aug 14, 2025
FISV
FISERV INC
Type:
Buy
Date
Aug 4, 2025
WDAY
WORKDAY tNC-CLASS A
Type:
Buy
Date
Aug 21, 2025
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Aug 20, 2025
ZION
Zions Bancorporation NA
Type:
Buy
Date
Aug 21, 2025
DXCM
OEXCOM INC
Type:
Buy
Date
Aug 4, 2025
CNM
CORE & MAIN INC COMCLA
Type:
Buy
Date
Aug 21, 2025
HSIC
Henry Schein, Inc.
Type:
Buy
Date
Aug 21, 2025
UTHR
UNITED THERAPEUTICS COR
Type:
Buy
Date
Aug 7, 2025
ATR
AptarGroup, Inc.
Type:
Buy
Date
Aug 21, 2025
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Aug 21, 2025
BAYRY
BAYER AG-SPONSORED ADR
Type:
Buy
Date
Aug 21, 2025
DT
DYNATRACE INC
Type:
Buy
Date
Aug 21, 2025
ADSK
AUTODESK INC
Type:
Buy
Date
Aug 4, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Aug 21, 2025
INTC
INTEL CORP
Type:
Buy
Date
Aug 22, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Aug 27, 2025
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Aug 22, 2025
CVS
re} CVS HEALTH CORP
Type:
Buy
Date
Aug 22, 2025
HUM
HUMANA INC
Type:
Buy
Date
Aug 21, 2025
ASML
ASML HOLDING
Type:
Buy
Date
Aug 21, 2025
CMCSA
COMCAST CORP-CLASS A
Type:
Buy
Date
Aug 21, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Aug 21, 2025
COP
CONOCOPHILLIPS
Type:
Buy
Date
Aug 21, 2025
FISV
FISERV INC
Type:
Buy
Date
Aug 7, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Aug 21, 2025
ABT
ABBOTT LABS
Type:
Buy
Date
Aug 21, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Aug 21, 2025
NVT
nVent Electric
Type:
Buy
Date
Aug 7, 2025
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Aug 15, 2025
ANET
# "ARISTA NETWORKS INC REG
Type:
Buy
Date
Aug 20, 2025
TKR
TIMKEN CO COM
Type:
Buy
Date
Aug 29, 2025
FTNT
FORTINET INC
Type:
Buy
Date
Aug 8, 2025
NVDA
NVIDIA
Type:
Buy
Date
Aug 21, 2025
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Aug 21, 2025
GOOGL
ALPHABET INC SHS CLA
Type:
Buy
Date
Aug 21, 2025
INTU
INTUITINC COM
Type:
Buy
Date
Aug 21, 2025
UNH
P UNITEDHEALTH GROUP INC
Type:
Buy
Date
Aug 21, 2025
LPLA
LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Aug 22, 2025
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Aug 22, 2025
MUR
MURPHY Olt CORP
Type:
Buy
Date
Aug 22, 2025
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Aug 22, 2025
EQT
ALEXANDRIA REAL EST EQT
Type:
Buy
Date
Aug 27, 2025
CACI
CACIINTL INC CLA
Type:
Buy
Date
Aug 22, 2025
ALLY
ALLY FINE INC
Type:
Buy
Date
Aug 22, 2025
UTHR
P UNITED THERAPEUTICS CORP
Type:
Buy
Date
Aug 22, 2025
TSN
P TYSON FOODS INC CLA
Type:
Buy
Date
Aug 22, 2025
COR
CENCORAINC
Type:
Buy
Date
Aug 22, 2025
CVX
CHEVRON CORP
Type:
Buy
Date
Aug 22, 2025
MRK
MERCK AND CO INC
Type:
Buy
Date
Aug 22, 2025
D
DOMINION ENERGY INC
Type:
Buy
Date
Aug 22, 2025
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Aug 22, 2025
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Aug 22, 2025
NFG
NAT FUEL GAS CO
Type:
Buy
Date
Aug 22, 2025
LSEG
LONDON STOCK EXCHG-UNSP ADR
Type:
Buy
Date
Jul 7, 2025
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Jul 8, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jul 11, 2025
PINS
PINTEREST INC REG SHS
Type:
Buy
Date
Jul 30, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Jul 18, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jul 23, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Jul 21, 2025
DHR
DANAHER CORP ~ Fp
Type:
Buy
Date
Jul 25, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jul 8, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Jul 25, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Jul 21, 2025
ASML
ASML HOLDING NV-NY REG SHS
Type:
Buy
Date
Jul 23, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Jul 31, 2025
DXCM
DEXCOM INC
Type:
Buy
Date
Jul 30, 2025
ABT
ABBOTT LABS
Type:
Buy
Date
Jul 31, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jul 1, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
Jul 7, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
Jul 2, 2025
WWD
WOODWARD INC
Type:
Buy
Date
Jul 29, 2025
META
META PLATFORMS INC
Type:
Buy
Date
Jul 11, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Jul 11, 2025
GOOGL
ALPHABET INCSHS CLA
Type:
Buy
Date
Jul 11, 2025
NVO
NOVO NORDISK A S ADR
Type:
Buy
Date
Jul 30, 2025
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF
Type:
Buy
Date
Jul 7, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
Jul 24, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Jul 3, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Jul 24, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Jul 24, 2025
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Jul 29, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Jul 3, 2025
NFG
NAT FUEL GAS CO.NJ $1 x
Type:
Buy
Date
Jul 3, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Jul 24, 2025
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Jul 3, 2025
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Jul 24, 2025
VTI
Vanguard Total Stock Market Index Fund Institutional Shares
Type:
Buy
Date
Jul 1, 2025
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jul 1, 2025
DFAE
OFA EMERGING MARKETS
Type:
Buy
Date
Jul 1, 2025
VTI
Vanguard Index Fds Vanguard Total Stk Mkt ETF
Type:
Buy
Date
Jul 2, 2025
PRX
PROSUS NV
Type:
Buy
Date
Jun 2, 2025
SAFRF
SAFRAN SA
Type:
Buy
Date
Jun 16, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Jun 6, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 9, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jun 20, 2025
AVGO
“SP BROADCOM INC
Type:
Buy
Date
Jun 9, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jun 26, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 23, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 13, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 12, 2025
LEN
LENNAR CORP-A
Type:
Buy
Date
Jun 26, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 26, 2025
DHR
DANAHER CORP
Type:
Buy
Date
Jun 30, 2025
VMC
VULCAN MATERIALS CO
Type:
Buy
Date
Jun 16, 2025
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Jun 6, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Jun 9, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Jun 6, 2025
HLT
HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Jun 16, 2025
SNPS
SYNOPSYS INC
Type:
Buy
Date
Jun 16, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Jun 12, 2025
META
sp META PLATFORMS INC-CLASS A
Type:
Buy
Date
Jun 16, 2025
LBRDA
LIBERTY BROADBAND-C
Type:
Buy
Date
Jun 16, 2025
ASML
ASML HOLDING NV
Type:
Buy
Date
Jun 16, 2025
GEV
GE VERNOVA LLC
Type:
Buy
Date
Jun 27, 2025
INTU
INTUIT INC COM
Type:
Buy
Date
Jun 16, 2025
CHTR
CHARTER COMMUNICATIONS INC-A
Type:
Buy
Date
Jun 16, 2025
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Jun 26, 2025
ABT
ABBOTT LABS
Type:
Buy
Date
Jun 16, 2025
MA
MASTERCARD INC
Type:
Buy
Date
Jun 16, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jun 16, 2025
SHEL
SHELL PLC
Type:
Buy
Date
Jun 16, 2025
ABT
ABBOTT LABS
Type:
Buy
Date
Jun 27, 2025
FTNT
FORTINET INC
Type:
Buy
Date
Jun 16, 2025
MA
MASTERCARD INC
Type:
Buy
Date
Jun 27, 2025
GEV
GE VERNOVA LLC
Type:
Buy
Date
Jun 16, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jun 27, 2025
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Jun 27, 2025
SAPSE
SAP SE
Type:
Buy
Date
Jun 16, 2025
WDAY
WORKDAY INC-CLASS A
Type:
Buy
Date
Jun 16, 2025
NVO
NOVO NORDISKAS ADA
Type:
Buy
Date
Jun 27, 2025
ADSK
AUTODESK INC DEL PvS0.01
Type:
Buy
Date
Jun 27, 2025
CMCSA
COMCAST CORP-CLASS A
Type:
Buy
Date
Jun 16, 2025
GOOGL
ALPHABETINCSHS CLA
Type:
Buy
Date
Jun 16, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Jun 16, 2025
V
VISA INC CL A SHRS
Type:
Buy
Date
Jun 27, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Jun 16, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Jun 27, 2025
COP
ff CONOCOPHILLIPS
Type:
Buy
Date
Jun 16, 2025
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Jun 27, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Jun 16, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Jun 27, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jun 16, 2025
FTNT
FORTINET INC
Type:
Buy
Date
Jun 27, 2025
AVGO
P BROADCOM INC
Type:
Buy
Date
Jun 27, 2025
INTU
INTUIT INC COM
Type:
Buy
Date
Jun 27, 2025
NVDA
NVIDIA
Type:
Buy
Date
Jun 16, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Jun 27, 2025
META
META PLATFORMS INC
Type:
Buy
Date
Jun 27, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Jun 27, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jun 27, 2025
NVDA
NVIDIA
Type:
Buy
Date
Jun 27, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
Jun 16, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jun 20, 2025
CVX
CHEVRON CORP
Type:
Buy
Date
Jun 5, 2025
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Jun 27, 2025
MUR
MURPHY OIL CORP
Type:
Buy
Date
Jun 5, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Jun 27, 2025
LPLA
LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Jun 27, 2025
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 27, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
Jul 5, 2025
INTC
INTEL CORP
Type:
Buy
Date
Jul 5, 2025
MUR
MURPHY OIL CORP
Type:
Buy
Date
Jul 5, 2025
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jul 5, 2025
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Jul 5, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jul 5, 2025
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Jul 5, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
Jul 5, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Feb 5, 2025
DOW
DOW INC REG
Type:
Buy
Date
Jul 5, 2025
CVX
CHEVRON CORP
Type:
Buy
Date
Jul 5, 2025
D
DOMINION ENERGY INC
Type:
Buy
Date
Jul 5, 2025
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jul 5, 2025
IBM
(NTL BUSINESS MACHINES
Type:
Buy
Date
Jul 5, 2025
C
P CITIGROUP INC COM NEW
Type:
Buy
Date
Feb 5, 2025
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Jul 5, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
May 16, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
May 12, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
May 15, 2025
HUM
L HUMANA INC
Type:
Buy
Date
May 19, 2025
ZION
Zions Bancorporation NA
Type:
Buy
Date
May 1, 2025
WDAY
WORKDAY INC
Type:
Buy
Date
May 28, 2025
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
May 1, 2025
COF
CAPITAL ONE FINANCIAL CORP i
Type:
Buy
Date
May 28, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 21, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
May 19, 2025
UNH
f_ UNITEDHEALTH GROUP INC
Type:
Buy
Date
May 20, 2025
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
May 19, 2025
HUM
HUMANA INC
Type:
Buy
Date
May 19, 2025
HUM
HUMANA INC
Type:
Buy
Date
May 28, 2025
V
VISA INC CL A SHRS
Type:
Buy
Date
May 15, 2025
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
May 19, 2025
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
May 12, 2025
KHC
KRAFT HEINZ. CO SHS
Type:
Buy
Date
May 19, 2025
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Apr 1, 2025
SSD
Simpson Manufacturing Co
Type:
Buy
Date
Apr 11, 2025
DXCM
DEXCOM INC
Type:
Buy
Date
Apr 8, 2025
COP
CONOCOPHILLIPS
Type:
Buy
Date
Apr 23, 2025
PTC
PTC INC
Type:
Buy
Date
Apr 1, 2025
NUE
NUCOR CORPORATION
Type:
Buy
Date
Apr 10, 2025
GEV
GE VERNOVA LLC
Type:
Buy
Date
Apr 8, 2025
HUM
HUMANA INC
Type:
Buy
Date
Apr 10, 2025
NFLX
NETFLIX COM INC
Type:
Buy
Date
Apr 8, 2025
BJW
BJ's Wholesale Club Holdings
Type:
Buy
Date
Apr 2, 2025
SWK
STANLEY BLACK & DECKER
Type:
Buy
Date
Apr 7, 2025
COP
CONOCOPHILLIPS
Type:
Buy
Date
Apr 14, 2025
COP
CONOCOPHILLIPS
Type:
Buy
Date
Apr 15, 2025
GOOGL
ALPHABET INC
Type:
Buy
Date
Apr 11, 2025
MSA
MSA Safety Incorporated iE
Type:
Buy
Date
Apr 15, 2025
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Apr 28, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 24, 2025
FTNT
FORTINET INC
Type:
Buy
Date
Apr 8, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Apr 8, 2025
NVDA
NVIDIA
Type:
Buy
Date
Apr 8, 2025
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Apr 8, 2025
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Apr 8, 2025
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Apr 8, 2025
HAYW
Hayward Holdings, inc. I
Type:
Buy
Date
Apr 7, 2025
OMF
ONEMAIN HLDGS INCCOM
Type:
Buy
Date
Apr 4, 2025
ARW
Arrow Electronics, Inc.
Type:
Buy
Date
Apr 7, 2025
NSIT
Insight Enterprises, inc.
Type:
Buy
Date
Apr 4, 2025
LEN
LENNAR CORP
Type:
Buy
Date
Apr 1, 2025
AON
AON PLC
Type:
Buy
Date
Apr 2, 2025
AON
AON PLC
Type:
Buy
Date
Apr 14, 2025
SHEL
SHELL PLC
Type:
Buy
Date
Apr 14, 2025
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Apr 1, 2025
GOOGL
ALPHABET INC
Type:
Buy
Date
May 5, 2025
META
P META PLATFORMS INC
Type:
Buy
Date
Apr 11, 2025
SHEL
P SHELL PLC
Type:
Buy
Date
Apr 23, 2025
AMZN
AMAZON.COM INC
Type:
Buy
Date
Apr 11, 2025
BJW
BJ's Wholesale Club Holdings
Type:
Buy
Date
Apr 14, 2025
G
GENPACT LTD
Type:
Buy
Date
Apr 14, 2025
ANET
ARISTA NETWORKS INC REG
Type:
Buy
Date
Apr 28, 2025
AJG
GALLAGHER ARTHUR J & CO
Type:
Buy
Date
Apr 8, 2025
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Apr 2, 2025
CACI
CACI INTL INC CLA
Type:
Buy
Date
Apr 10, 2025
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Apr 8, 2025
DOW
DOW INC REG
Type:
Buy
Date
Apr 10, 2025
CVS
CVS HEALTH CORP
Type:
Buy
Date
Apr 10, 2025
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Apr 2, 2025
NVT
nVent Electric
Type:
Buy
Date
Apr 4, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Mar 13, 2025
LEN
LENNAR CORP
Type:
Buy
Date
Mar 26, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Mar 18, 2025
WWD
WOODWARD INC J
Type:
Buy
Date
Apr 5, 2025
CHTR
CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Mar 19, 2025
AON
AON PLC
Type:
Buy
Date
Mar 26, 2025
AON
AON PLC
Type:
Buy
Date
Mar 19, 2025
VMC
VULCAN MATERIALS CO
Type:
Buy
Date
Mar 21, 2025
MLM
MARTIN MARIETTA MATERIALS
Type:
Buy
Date
Mar 17, 2025
EL
ESTEE LAUDER COMPANIES
Type:
Buy
Date
Mar 5, 2025
VVV
VALVOLINE INC 1of4
Type:
Buy
Date
Mar 10, 2025
EL
ESTEE LAUDER COMPANIES
Type:
Buy
Date
Apr 5, 2025
V
VISA INC
Type:
Buy
Date
Mar 12, 2025
V
VISA INC
Type:
Buy
Date
Mar 6, 2025
V
VISA INC
Type:
Buy
Date
Mar 11, 2025
V
VISA INC
Type:
Buy
Date
Mar 14, 2025
AON
AON PLC 2off
Type:
Buy
Date
Mar 11, 2025
TRS
TriMas Corp
Type:
Buy
Date
Mar 4, 2025
CACI
CACTI INTL INC CL A
Type:
Buy
Date
Mar 6, 2025
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Mar 4, 2025
T
AT&T INC
Type:
Buy
Date
Mar 4, 2025
NFG
oP NAT FUEL GAS CO Ni $1
Type:
Buy
Date
Mar 6, 2025
PLC
PLC
Type:
Buy
Date
Jan 9, 2025
SAFRF
SAFRAN SA
Type:
Buy
Date
Jan 9, 2025
SAPSE
SAP SE
Type:
Buy
Date
Jan 9, 2025
SAPSE
SAP SE
Type:
Buy
Date
Jan 31, 2025
GPC
GENUINE PARTS CO
Type:
Buy
Date
Jan 13, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jan 15, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jan 23, 2025
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jan 13, 2025
AVGO
BROADCOM INC
Type:
Buy
Date
Jan 30, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jan 21, 2025
ANET
ARISTANETWORKS INC REG
Type:
Buy
Date
Jan 30, 2025
NVDA
NVIDIA
Type:
Buy
Date
Jan 30, 2025
GE
GE AEROSPACE
Type:
Buy
Date
Jan 27, 2025
WTM
White Mountains Insurance Group Ltd EE D_v232025 ff 2/s/202s
Type:
Buy
Date
Jan 21, 2025
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Jan 23, 2025
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jan 2, 2025
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jan 9, 2025
GEV
GE VERNOVA INC
Type:
Buy
Date
Jan 9, 2025
GOOGL
ALPHABET INC
Type:
Buy
Date
Jan 9, 2025
GEV
GE VERNOVA INC
Type:
Buy
Date
Jan 31, 2025
HLT
HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Jan 9, 2025
WFC
WELLS FARGO & CO
Type:
Buy
Date
Jan 9, 2025
META
META PLATFORMS INC
Type:
Buy
Date
Jan 9, 2025
WWD
WOODWARD INC
Type:
Buy
Date
Jan 9, 2025
TSM
TAIWAN SEMICONDUCTOR it
Type:
Buy
Date
Jan 9, 2025
V
VISA INC
Type:
Buy
Date
Jan 9, 2025
SAPSE
SAP SE
Type:
Buy
Date
Jan 30, 2025
ELV
ELEVANCE HEALTH INC
Type:
Buy
Date
Jan 9, 2025
AAPL
APPLE INC
Type:
Buy
Date
Jan 27, 2025
AER
AERCAP HOLDINGS
Type:
Buy
Date
Jan 9, 2025
CVX
CHEVRON CORP
Type:
Buy
Date
Jan 23, 2025
BAYRY
BAYER AG
Type:
Buy
Date
Jan 9, 2025
HUM
HUMANA INC
Type:
Buy
Date
Jan 9, 2025
CHTR
CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Jan 9, 2025
CMCSA
COMCAST CORP
Type:
Buy
Date
Jan 9, 2025
AON
AONPLC mk
Type:
Buy
Date
Jan 9, 2025
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Jan 9, 2025
WDAY
WORKDAY INC
Type:
Buy
Date
Jan 9, 2025
HLI
Houlihan Lokey Inc
Type:
Buy
Date
Jan 16, 2025
PRX
PROSUS NV
Type:
Buy
Date
Jan 9, 2025
AAPL
APPLE INC
Type:
Buy
Date
Jan 21, 2025
TPR
TAPESTRY INC
Type:
Buy
Date
Jan 28, 2025
COP
? CONOCOPHILLIPS.
Type:
Buy
Date
Jan 9, 2025
AAPL
APPLE INC
Type:
Buy
Date
Jan 30, 2025
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Dec 13, 2024
PRI
PRIMERICA INC
Type:
Buy
Date
Dec 20, 2024
ATR
AptarGroup, tnc.
Type:
Buy
Date
Dec 20, 2024
CSL
Carlisle Companies, Inc.
Type:
Buy
Date
Dec 20, 2024
TMXN
TriMas Corp
Type:
Buy
Date
Dec 20, 2024
SKX
Skechers USA inc
Type:
Buy
Date
Dec 20, 2024
PPL
Beacon Roofing Supply Inc Class A . ‘
Type:
Buy
Date
Dec 20, 2024
FCFS
FirstCash Holdings
Type:
Buy
Date
Dec 20, 2024
GTES
Gates Industrial Corp PLC
Type:
Buy
Date
Dec 20, 2024
CNM
CORE & MAIN INC COMCLA
Type:
Buy
Date
Dec 20, 2024
ARW
Arrow Electronics, Inc.
Type:
Buy
Date
Dec 20, 2024
NSIT
insight Enterprises, Inc.
Type:
Buy
Date
Dec 20, 2024
VVV
DE VALVOLINE INC
Type:
Buy
Date
Dec 20, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Dec 23, 2024
CHTR
CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Dec 24, 2024
CSL
Carlisle Companies, Inc. t
Type:
Buy
Date
Dec 5, 2024
PLXS
PLEXUS CORP
Type:
Buy
Date
Dec 13, 2024
AAPL
APPLE INC
Type:
Buy
Date
Dec 6, 2024
LPLA
° LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Dec 13, 2024
INTC
INTEL CORP
Type:
Buy
Date
Dec 13, 2024
MUR
pC MURPHY OIL CORP
Type:
Buy
Date
Dec 13, 2024
GPC
GENUINE PARTS CO
Type:
Buy
Date
Dec 13, 2024
ALLY
ALLY FINL INC
Type:
Buy
Date
Dec 13, 2024
FDX
FEDEX CORP DELAWARE COM —TT
Type:
Buy
Date
Dec 13, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Dec 13, 2024
DOW
DOW INC REG
Type:
Buy
Date
Dec 13, 2024
TPR
TAPESTRY INC
Type:
Buy
Date
Dec 13, 2024
LVS
f_LAS VEGAS SANDS CorP
Type:
Buy
Date
Dec 13, 2024
GPN
GLOBAL PMTS INC GEORGIA a
Type:
Buy
Date
Dec 13, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Dec 13, 2024
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Dec 13, 2024
UTHR
UNITED THERAPEUTICS CORP , I
Type:
Buy
Date
Dec 13, 2024
COR
CENCORA INC
Type:
Buy
Date
Dec 13, 2024
IBM
INTLBUSINESS MACHINES +
Type:
Buy
Date
Dec 13, 2024
HLMIX
HARDING LOEVNER INTL
Type:
Buy
Date
Dec 20, 2024
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Dec 13, 2024
DFAE
L DFAEMERGING MARKETS
Type:
Buy
Date
Dec 12, 2024
EQV
EQV
Type:
Buy
Date
Dec 12, 2024
IE
VANGUARD LONG TERM TAX iE
Type:
Buy
Date
Dec 2, 2024
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Dec 26, 2024
NVT
nVent Electric
Type:
Buy
Date
Dec 20, 2024
ZION
Zions Bancorporation NA.
Type:
Buy
Date
Dec 20, 2024
BJ
BJ's Wholesale Club Holdings
Type:
Buy
Date
Dec 20, 2024
IPG
Interpublic Group of Companies Inc l x!
Type:
Buy
Date
Dec 12, 2024
OXY
OCCIDENTAL PETROLEUM CORP j
Type:
Buy
Date
Dec 24, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Dec 2, 2024
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Dec 20, 2024
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Dec 20, 2024
HSIC
i Henry Schein, Inc.
Type:
Buy
Date
Dec 20, 2024
ARMK
ARAMARK COM
Type:
Buy
Date
Dec 20, 2024
PLXS
PLEXUS CORP
Type:
Buy
Date
Dec 20, 2024
SSD
Simpson Manufacturing Co
Type:
Buy
Date
Dec 20, 2024
HLI
Houlihan Lokey inc
Type:
Buy
Date
Dec 20, 2024
G
GENPACT LTD
Type:
Buy
Date
Dec 20, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Dec 20, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Dec 13, 2024
CVX
CHEVRON CORP
Type:
Buy
Date
Dec 13, 2024
ST
P SENSATA TECHNOLOGIES
Type:
Buy
Date
Dec 13, 2024
D
DOMINION ENERGY INC
Type:
Buy
Date
Dec 13, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Dec 13, 2024
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Dec 13, 2024
NFG
NAT FUEL GAS CO NY $2
Type:
Buy
Date
Dec 13, 2024
T
AT&T INC
Type:
Buy
Date
Dec 13, 2024
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Dec 13, 2024
CVS
CVS HEALTH CORP
Type:
Buy
Date
Dec 13, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Dec 24, 2024
HAYW
Hayward Holdings, Inc.
Type:
Buy
Date
Dec 19, 2024
VVV
VALVOLINE INC
Type:
Buy
Date
Dec 13, 2024
CMCSA
COMCAST CorP
Type:
Buy
Date
Dec 16, 2024
COP
CONOCOPHILLIPS
Type:
Buy
Date
Dec 24, 2024
NVO
pC NOVO NORDISK AS ADR
Type:
Buy
Date
Dec 23, 2024
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Dec 11, 2024
FCFS
FirstCash Holdings
Type:
Buy
Date
Dec 12, 2024
DT
pC DYNATRACE INC REG SHS
Type:
Buy
Date
Dec 6, 2024
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Dec 6, 2024
FISV
FISERV INC WISC PV 1CT iE f
Type:
Buy
Date
Dec 6, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Dec 12, 2024
HSIC
Henry Schein, inc.
Type:
Buy
Date
Dec 10, 2024
PRX
“sp PROSUS NV
Type:
Buy
Date
Nov 19, 2024
SAFRF
SAFRAN SA
Type:
Buy
Date
Nov 19, 2024
ABT
ABBOTT LABS
Type:
Buy
Date
Nov 4, 2024
ARW
Arrow Electronics, inc.
Type:
Buy
Date
Nov 22, 2024
ARMK
ARAMARK COM
Type:
Buy
Date
Nov 14, 2024
FTNT
FORTINET INC
Type:
Buy
Date
Nov 12, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Nov 1, 2024
DT
DYNATRACE INC REG SHS iE
Type:
Buy
Date
Nov 8, 2024
GOOGL
ALPHABET INCSHS CLA
Type:
Buy
Date
Nov 19, 2024
MSFT
pC + MICROSOFT CORP
Type:
Buy
Date
Nov 19, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Nov 19, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Nov 18, 2024
HLT
HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Nov 19, 2024
GEV
GE VERNOVA LLC
Type:
Buy
Date
Nov 19, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Nov 22, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Nov 18, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Nov 27, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Nov 19, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Nov 12, 2024
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Nov 19, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Nov 6, 2024
SNPS
SYNOPSYS INC
Type:
Buy
Date
Nov 19, 2024
TMXN
TriMas Corp
Type:
Buy
Date
Nov 7, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Nov 19, 2024
AAPL
pC APPLE INC
Type:
Buy
Date
Nov 12, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Nov 19, 2024
ABT
ABBOTT LABS
Type:
Buy
Date
Nov 19, 2024
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Nov 19, 2024
COF
CAPITAL ONE FINANCIAL CORP
Type:
Buy
Date
Nov 19, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
Nov 19, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Nov 19, 2024
MA
MASTERCARD INC
Type:
Buy
Date
Nov 19, 2024
AAPL
APPLE INC
Type:
Buy
Date
Nov 8, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Nov 1, 2024
ELV
ELEVANCE HEALTH INC
Type:
Buy
Date
Nov 19, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Nov 19, 2024
AER
AERCAP HOLDINGS
Type:
Buy
Date
Nov 19, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Nov 19, 2024
SAPSE
SAP SE
Type:
Buy
Date
Nov 19, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Nov 19, 2024
BAYRY
BAYER AG
Type:
Buy
Date
Nov 19, 2024
NVO
T NOVO NORDISK AS ADR
Type:
Buy
Date
Nov 19, 2024
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Nov 19, 2024
AON
AON PLC
Type:
Buy
Date
Nov 19, 2024
SHEL
SHELL PLC
Type:
Buy
Date
Nov 19, 2024
HUM
HUMANA INC
Type:
Buy
Date
Nov 19, 2024
FISV
ME OC Bf FISERV SNC WESC PV,
Type:
Buy
Date
Nov 19, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Nov 19, 2024
PPL
Applied Industrial Technologies
Type:
Buy
Date
Nov 22, 2024
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Nov 19, 2024
COP
pC CONOCOPHILLIPS
Type:
Buy
Date
Nov 19, 2024
ASML
ASML HLDG NV NY REG SHS.
Type:
Buy
Date
Nov 4, 2024
FTNT
FORTINET INC
Type:
Buy
Date
Nov 19, 2024
CHTR
CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Nov 19, 2024
INTU
INTUITINC COM
Type:
Buy
Date
Nov 19, 2024
AAPL
APPLE INC
Type:
Buy
Date
Nov 19, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Nov 19, 2024
NVDA
NVIDIA
Type:
Buy
Date
Nov 19, 2024
VOO
I VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Nov 18, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Nov 6, 2024
GPC
GENUINE PARTS CO
Type:
Buy
Date
Nov 19, 2024
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Nov 19, 2024
UTHR
pC UNITED THERAPEUTICS CORP
Type:
Buy
Date
Nov 6, 2024
LPLA
LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Nov 20, 2024
MUR
MURPHY OIL CORP
Type:
Buy
Date
Nov 20, 2024
ALLY
ALLY FINL INC
Type:
Buy
Date
Nov 20, 2024
INTC
INTEL CORP
Type:
Buy
Date
Nov 20, 2024
COR
CENCORA INC
Type:
Buy
Date
Nov 19, 2024
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Nov 20, 2024
TPR
TAPESTRY INC
Type:
Buy
Date
Nov 20, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Nov 20, 2024
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Nov 20, 2024
DOW
DOW INC REG
Type:
Buy
Date
Nov 20, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Nov 20, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Nov 20, 2024
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Nov 20, 2024
COR
Dt CENCORA INC
Type:
Buy
Date
Nov 20, 2024
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Nov 20, 2024
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Nov 20, 2024
CVX
CHEVRON CORP
Type:
Buy
Date
Nov 20, 2024
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Nov 20, 2024
T
AT&T INC
Type:
Buy
Date
Nov 20, 2024
EQH
P EQUITABLE HOLDINGS INC
Type:
Buy
Date
Nov 20, 2024
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Nov 19, 2024
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Nov 1, 2024
EQV
EQV
Type:
Buy
Date
Nov 13, 2024
NBIX
NEUROCRINE BIOSCNCE INC
Type:
Buy
Date
Nov 19, 2024
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Nov 29, 2024
WWD
pC WOODWARD INC
Type:
Buy
Date
Nov 19, 2024
OXY
MB DC RR J OCCIDENTAL PETROLEUM CORP SI
Type:
Buy
Date
Nov 19, 2024
UBER
MR OC HF UBER TECHNOLOGIES [NC Si
Type:
Buy
Date
Nov 19, 2024
SELEC
SEL eC
Type:
Buy
Date
Nov 19, 2024
UNH
HE OC BN J RUNITEDHEALTH GROUP. (NC SRD
Type:
Buy
Date
Nov 19, 2024
WDAY
HE OC BR WORKDAY, (NC
Type:
Buy
Date
Nov 15, 2024
D
DOMINION ENERGY INC
Type:
Buy
Date
Nov 20, 2024
ALL
ALLSTATE CORP OEL COM
Type:
Buy
Date
Nov 20, 2024
NFG
NAT FUEL GAS CO Ni $1
Type:
Buy
Date
Nov 20, 2024
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Oct 1, 2024
LSEG
LONDON STOCK EXCHG
Type:
Buy
Date
Oct 22, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Oct 25, 2024
COP
CONOCOPHILLIPS
Type:
Buy
Date
Oct 24, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Oct 3, 2024
FCFS
FirstCash Holdings
Type:
Buy
Date
Oct 30, 2024
NVO
NOVO NORDISK A S ADR
Type:
Buy
Date
Oct 31, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Oct 25, 2024
FTNT
FORTINET INC
Type:
Buy
Date
Oct 25, 2024
ASML
ASML HLOG NV NY REG SHS
Type:
Buy
Date
Oct 25, 2024
PPL
Applied Industrial Technologies %
Type:
Buy
Date
Oct 28, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Oct 30, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Oct 3, 2024
V
VISA INC CL A SHRS
Type:
Buy
Date
Oct 25, 2024
INTU
INTUIT INC
Type:
Buy
Date
Oct 25, 2024
CSL
Carlisle Companies, inc. X%
Type:
Buy
Date
Oct 10, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Oct 24, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Oct 31, 2024
COR
CENCORA INC
Type:
Buy
Date
Oct 9, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Oct 9, 2024
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Oct 28, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Oct 1, 2024
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Oct 1, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Oct 25, 2024
CDNS
CADENCE DESIGN SYS INC ®
Type:
Buy
Date
Oct 30, 2024
GEV
GE VERNOVA INE K 10/3/2t124
Type:
Buy
Date
Nov 5, 2024
DEMSD
De MSD
Type:
Buy
Date
Sep 25, 2024
ARMK
ARAMARK COM
Type:
Buy
Date
Sep 20, 2024
HWM
HOWMET AEROSPACE INC
Type:
Buy
Date
Sep 16, 2024
GEV
GE VERNOVA LLC
Type:
Buy
Date
Sep 16, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Sep 23, 2024
WDAY
pC WORKDAY INC
Type:
Buy
Date
Sep 13, 2024
CNM
CORE & MAIN INC COMCL A
Type:
Buy
Date
Sep 10, 2024
GEV
pC GE VERNOVA INC
Type:
Buy
Date
Sep 25, 2024
BJ
BJ's Wholesale Club Holdings
Type:
Buy
Date
Sep 6, 2024
GOOGL
ALPHABETINCSHS CLA
Type:
Buy
Date
Sep 26, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Sep 19, 2024
INTC
INTEL CORP
Type:
Buy
Date
Sep 19, 2024
MUR
MURPHY Oil CORP
Type:
Buy
Date
Sep 30, 2024
CVX
CHEVRON CORP
Type:
Buy
Date
Sep 30, 2024
AIG
=. AMERICAN INTERNATIONAL
Type:
Buy
Date
Sep 19, 2024
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Sep 3, 2024
TA
VANGUARD LONG TERM TA
Type:
Buy
Date
Sep 3, 2024
ATKR
Atkore inccom
Type:
Buy
Date
Aug 23, 2024
ATKR
ATKORE INC COM
Type:
Buy
Date
Sep 5, 2024
SKX
Skechers USA ing ™ —
Type:
Buy
Date
Aug 26, 2024
TNE
tne.
Type:
Buy
Date
Aug 26, 2024
XTF
x! Tf
Type:
Buy
Date
Aug 2, 2024
LSEG
LONDON STOCK EXCHG
Type:
Buy
Date
Aug 2, 2024
RIC
ric
Type:
Buy
Date
Aug 26, 2024
SAP
wussouni st sap pus % 08-19.2024
Type:
Buy
Date
Sep 5, 2024
META
METAPLATFORMS INC
Type:
Buy
Date
Mar 2, 2024
SNPS
synopsys mc Tx 0809-2004
Type:
Buy
Date
Sep 3, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Mar 8, 2024
NVO
NOVONORDISKASADA
Type:
Buy
Date
Aug 9, 2024
CDNS
CADENCE DESIGN SvS INC
Type:
Buy
Date
Aug 5, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Aug 23, 2024
WTM
White Mountains insurance Group Lid
Type:
Buy
Date
Sep 5, 2024
GTES
Gates industria! Corp PLC
Type:
Buy
Date
Sep 3, 2024
GOOGL
ALPHABET IN L
Type:
Buy
Date
Aug 26, 2024
NVT
nVent Electsic
Type:
Buy
Date
Aug 26, 2024
CNM
CORE & MAIN INC
Type:
Buy
Date
Aug 26, 2024
DCI
Donaldson Company, inc.
Type:
Buy
Date
Aug 26, 2024
MSFT
MICROSOFT COAP
Type:
Buy
Date
Aug 26, 2024
NSIT
Insight Enterprises, inc.
Type:
Buy
Date
Aug 26, 2024
MA
MASTERCARD INC
Type:
Buy
Date
Mar 26, 2024
G
s? GENPACTETD
Type:
Buy
Date
Aug 26, 2024
FTNT
= FORTINET INC
Type:
Buy
Date
Aug 26, 2024
ADSK
AUTODESK INC DEL PV
Type:
Buy
Date
Mar 26, 2024
ASML
S?___ASMLHIDG NV NYREG SHS
Type:
Buy
Date
Aug 26, 2024
PRX
PROSUS NV L
Type:
Buy
Date
Aug 27, 2024
INTU
INTURT INC
Type:
Buy
Date
Aug 26, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Sep 5, 2024
HLT
JL_ HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Aug 26, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Aug 25, 2024
AMZN
P____ AMAZON COMINC COM
Type:
Buy
Date
Mar 26, 2024
PPL
Bencon Roofing Supply inc
Type:
Buy
Date
Sep 5, 2024
WFC
WELLS FARGOACO
Type:
Buy
Date
Sep 3, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Aug 25, 2024
SAFRF
SAFRANSA
Type:
Buy
Date
Sep 5, 2024
COF
SP____ CAPITAL ONE FINANCIAL CORP
Type:
Buy
Date
Aug 26, 2024
FTNT
Febrinet
Type:
Buy
Date
Aug 27, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Aug 26, 2024
AER
P AERCAP HOLDINGS
Type:
Buy
Date
Aug 26, 2024
CHTR
# CHARTER COMMUNICATIONS INC
Type:
Buy
Date
Aug 26, 2024
VOO
VANGUARD INDEX FUNDS S&P 500 €1F
Type:
Buy
Date
Aug 26, 2024
GPN
GLOBAL PMTS INC GEORGIA
Type:
Buy
Date
Aug 16, 2024
LPLA
# LPL FINANCIAL HOLDINGS
Type:
Buy
Date
Jun 16, 2024
CVS
Fi CVS HEALTH CORP
Type:
Buy
Date
Aug 12, 2024
DOW
DOW INC REG
Type:
Buy
Date
Aug 19, 2024
DLTR
? DOLLAR TREE INC
Type:
Buy
Date
Aug 19, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Aug 2, 2024
MUR
MURPHY CIL CORP
Type:
Buy
Date
Aug 9, 2024
CVX
P CHEVRON CORP
Type:
Buy
Date
Aug 19, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Mar 20, 2024
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Aug 2, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Aug 19, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Aug 16, 2024
SAPSE
SAP SE
Type:
Buy
Date
Aug 26, 2024
SF
STIFEL FINANCIAL CORP IE
Type:
Buy
Date
Aug 6, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Aug 1, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Sep 8, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Aug 9, 2024
CDNS
CADENCE DESIGN SYS INC
Type:
Buy
Date
Mar 9, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Mar 9, 2024
GTES
Gates industrial Corp PLC *
Type:
Buy
Date
Aug 26, 2024
ATR
GC AptarGroup, inc.
Type:
Buy
Date
Aug 26, 2024
ARW
Arrow Blectronics, inc,
Type:
Buy
Date
Aug 26, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Mar 26, 2024
LSEG
LONDON STOCK EXCHG
Type:
Buy
Date
Aug 21, 2024
CSL
carlisle Companies, Inc.
Type:
Buy
Date
Mar 26, 2024
PRI
PRIMERICA INC
Type:
Buy
Date
Aug 26, 2024
MA
MASTERCARD INC
Type:
Buy
Date
Aug 26, 2024
FTNT
FORTINET INC _— " Ix ts262004
Type:
Buy
Date
Sep 5, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Aug 26, 2024
ADSK
AUTODESK INC DEL PVS0.01
Type:
Buy
Date
May 26, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Aug 26, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Aug 26, 2024
NBIX
NEUROCRINE BIOSCNCE INC
Type:
Buy
Date
Aug 26, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
Aug 26, 2024
NVO
NOVO NORDISK AS ADR
Type:
Buy
Date
Aug 26, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Aug 26, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Aug 26, 2024
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Aug 26, 2024
GOOGL
ALPHABET INC SHS
Type:
Buy
Date
Mar 26, 2024
AAPL
APPLE INE
Type:
Buy
Date
Mar 26, 2024
NVDA
NVIDIA
Type:
Buy
Date
Aug 26, 2024
V
VISA INC
Type:
Buy
Date
Sep 5, 2024
BAYRY
BAYER AG
Type:
Buy
Date
Aug 26, 2024
SAP
VANGUARD INDEX FUNDS SAP 500 ETF
Type:
Buy
Date
Aug 26, 2024
SHEL
De SHELL PLe
Type:
Buy
Date
Aug 26, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Aug 20, 2024
SF
STIFEL INANGIAL CORP %
Type:
Buy
Date
Aug 20, 2024
EIX
ERICAN INTERNATIONAL
Type:
Buy
Date
Aug 2, 2024
UCCAK
UCcaK
Type:
Buy
Date
Aug 5, 2024
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Jul 29, 2024
V
VISA INC
Type:
Buy
Date
Jul 25, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Jul 19, 2024
COP
CONOCOPHILLIPS
Type:
Buy
Date
Jul 18, 2024
U
ALBANY ROAD STRATEGIC OPPORTUNITY FUND
Type:
Buy
Date
Jul 12, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jul 15, 2024
GOOGL
ALPHABET INC
Type:
Buy
Date
Jul 15, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jul 18, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jul 15, 2024
GS
Dt GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jul 25, 2024
TSM
TAIWAN SEMICONDUCTOR-SP ADR
Type:
Buy
Date
Jul 15, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Jul 2, 2024
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Jul 2, 2024
ST
f_ SENSATA TECHNOLOGIES
Type:
Buy
Date
Jul 2, 2024
WBD
WARNER BROS DISCOVERY
Type:
Buy
Date
Jul 2, 2024
DFAE
DFA EMERGING MARKETS.
Type:
Buy
Date
Jul 1, 2024
UCAK
§ ~ucaK
Type:
Buy
Date
Aug 5, 2024
SAFRF
SAFRAN SA-UNSPON ADR
Type:
Buy
Date
Jun 11, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jun 3, 2024
AAPL
APPLE INC
Type:
Buy
Date
Jun 10, 2024
AAPL
APPLE INC
Type:
Buy
Date
Jun 26, 2024
META
pC META PLATFORMS iNC
Type:
Buy
Date
Jun 28, 2024
MNST
pC MONSTER BEVERAGE SHS
Type:
Buy
Date
Jun 21, 2024
BAYRY
pC BAYER AG-SPONSORED ADR
Type:
Buy
Date
Jun 6, 2024
AON
AON PLC-CLASS A
Type:
Buy
Date
Jun 6, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Jun 11, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Jun 6, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
Jun 4, 2024
WTM
White Mountains insurance Group Ltd
Type:
Buy
Date
Jul 5, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jun 3, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jun 11, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Jun 20, 2024
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Jun 20, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jun 3, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Jun 4, 2024
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Jun 3, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
Jun 20, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Jun 20, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Jun 4, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Jun 10, 2024
INTU
INTUIT INC COM
Type:
Buy
Date
Jun 10, 2024
V
VISA INC CLA SHRS
Type:
Buy
Date
Jun 10, 2024
NVDA
NVIDIA
Type:
Buy
Date
Jun 10, 2024
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Jun 20, 2024
NVDA
NVIDIA
Type:
Buy
Date
Jun 21, 2024
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 20, 2024
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 13, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 21, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 20, 2024
VSH
VISHAY INTERTECHNEGY
Type:
Buy
Date
Jun 14, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 17, 2024
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 14, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Jun 5, 2024
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jun 5, 2024
ST
pC SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 5, 2024
MUR
pC MURPHY OIL CORP
Type:
Buy
Date
Jun 5, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
Jun 24, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 14, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 20, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 13, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 21, 2024
AAPL
APPLE INC
Type:
Buy
Date
Jun 20, 2024
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Jun 25, 2024
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Jun 23, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 24, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 21, 2024
G
GENPACT LTD
Type:
Buy
Date
May 31, 2024
AAPL
APPLE INC
Type:
Buy
Date
May 9, 2024
AAPL
APPLE INC
Type:
Buy
Date
May 10, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
May 29, 2024
AAPL
APPLE INC
Type:
Buy
Date
May 29, 2024
HUM
HUMANA INC
Type:
Buy
Date
Jun 5, 2024
HUM
HUMANA INC
Type:
Buy
Date
May 14, 2024
NVO
NOVO NORDISK A S ADR
Type:
Buy
Date
May 6, 2024
AON
AON PLC
Type:
Buy
Date
May 24, 2024
BAYRY
BAYER AG
Type:
Buy
Date
May 2, 2024
PRX
PROSUS NV
Type:
Buy
Date
May 22, 2024
HUM
HUMANA INC
Type:
Buy
Date
May 2, 2024
NVO
NOVO NORDISK A$ ADR
Type:
Buy
Date
May 28, 2024
NVO
NOVO NORDISK A $ ADR
Type:
Buy
Date
May 29, 2024
AON
AON PLC
Type:
Buy
Date
May 20, 2024
WDAY
WORKDAY INC
Type:
Buy
Date
May 30, 2024
AON
AON PLC
Type:
Buy
Date
May 6, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
May 28, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
May 13, 2024
AAPL
pC APPLE INC
Type:
Buy
Date
May 17, 2024
GOOGL
ALPHABET INCSHS CLA
Type:
Buy
Date
May 29, 2024
BAYRY
BAYER AG
Type:
Buy
Date
May 20, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
May 3, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
May 6, 2024
WDAY
pC WORKDAY INC
Type:
Buy
Date
May 31, 2024
NVDA
NVIDIA
Type:
Buy
Date
May 29, 2024
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
May 13, 2024
ADP
AUTOMATIC DATA PROC
Type:
Buy
Date
May 9, 2024
ADP
AUTOMATIC DATA PROC
Type:
Buy
Date
May 10, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
May 17, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
May 9, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
May 10, 2024
V
VISA INC CL A SHRS
Type:
Buy
Date
May 9, 2024
ITT
ITT inc
Type:
Buy
Date
Jun 5, 2024
PAYC
PAYCOM SOFTWARE INC
Type:
Buy
Date
May 6, 2024
PPL
Beacon Roofing Supply Inc Class A
Type:
Buy
Date
May 13, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 10, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 22, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
Jun 5, 2024
NVT
nVent Electric
Type:
Buy
Date
May 8, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 17, 2024
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
May 14, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 28, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 14, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 31, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 24, 2024
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
May 3, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 13, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
May 10, 2024
INTC
INTEL CORP
Type:
Buy
Date
May 20, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 14, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
May 3, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
May 10, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 22, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 23, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 21, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 24, 2024
VSH
VISHAY INTERTECHNLGY
Type:
Buy
Date
May 20, 2024
VSH
P VISHAY INTERTECHNLGY %
Type:
Buy
Date
May 13, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 22, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 20, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 24, 2024
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
May 10, 2024
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
May 20, 2024
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
May 3, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 15, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 20, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
May 1, 2024
SUN
pC SUNOCO LP COM UNIT
Type:
Buy
Date
May 23, 2024
HUM
HUMANA INC
Type:
Buy
Date
May 22, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
May 17, 2024
AON
AON PLC
Type:
Buy
Date
May 10, 2024
ATKR
ATKORE INC COM
Type:
Buy
Date
May 13, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 22, 2024
GS
GOLDMAN SACHS GROUP INC
Type:
Buy
Date
May 17, 2024
ITT
ITT Inc
Type:
Buy
Date
May 16, 2024
ITT
ITT Inc
Type:
Buy
Date
May 13, 2024
GS
GOLOMAN SACHS GROUP INC
Type:
Buy
Date
May 24, 2024
GS
GOLOMAN SACHS GROUP INC
Type:
Buy
Date
May 31, 2024
SAPSE
SAP SE
Type:
Buy
Date
Apr 29, 2024
PAO
POWERSHARES O00
Type:
Buy
Date
Apr 10, 2024
HLMIX
Harding Loevner International Eq Inst!
Type:
Buy
Date
Apr 9, 2024
PAO
POWERSHARES QQ,
Type:
Buy
Date
Apr 10, 2024
NVO
Ld NOVO NORDISK AS ADR
Type:
Buy
Date
Apr 23, 2024
NVO
NOVO NORDISK A S ADR
Type:
Buy
Date
Apr 24, 2024
META
pC META PLATFORMS INC
Type:
Buy
Date
Apr 12, 2024
BAYRY
fixe BAYER AG
Type:
Buy
Date
Apr 18, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Apr 9, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Apr 22, 2024
WWD
P WOODWARD INC
Type:
Buy
Date
Apr 30, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 10, 2024
HUM
EF HUMANA INC
Type:
Buy
Date
May 6, 2024
PRX
PROSUS NV
Type:
Buy
Date
Apr 15, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 22, 2024
HUM
HUMANA ING
Type:
Buy
Date
Apr 29, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Apr 30, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 29, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Apr 11, 2024
HUM
pC HUMANA INC
Type:
Buy
Date
Apr 19, 2024
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Apr 30, 2024
HUM
pC HUMANA INC
Type:
Buy
Date
Apr 10, 2024
FCFS
Firstcash Holdings
Type:
Buy
Date
Apr 30, 2024
BJ
BJ's Wholesale Club Holdings
Type:
Buy
Date
Apr 22, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 23, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 22, 2024
MSFT
De MICROSOFT CORP
Type:
Buy
Date
Apr 12, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 25, 2024
GOOGL
pC ALPHABET INC-CL C
Type:
Buy
Date
Apr 29, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 2, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Apr 2, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 24, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 18, 2024
NFLX
NETFLIX INC
Type:
Buy
Date
Apr 12, 2024
GE
GE AEROSPACE
Type:
Buy
Date
Apr 9, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Apr 30, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Apr 12, 2024
ADSK
AUTODESK INC DEL PVS0.01
Type:
Buy
Date
Apr 12, 2024
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Apr 12, 2024
GE
GE.AEROSPACE
Type:
Buy
Date
Apr 15, 2024
ITT
ITT tne
Type:
Buy
Date
Apr 24, 2024
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Apr 30, 2024
FCFS
FirstCash Holdings
Type:
Buy
Date
Apr 26, 2024
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Apr 24, 2024
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Apr 23, 2024
KHC
KRAFT HEINZ CO SHS
Type:
Buy
Date
Apr 3, 2024
KHC
De KRAFT HEINZ CO SHS
Type:
Buy
Date
Apr 22, 2024
ALLY
ALLY FINL INC
Type:
Buy
Date
Apr 3, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Apr 3, 2024
TPR
TAPESTRY INC
Type:
Buy
Date
Apr 3, 2024
WFC
De WELLS FARGO & CO %
Type:
Buy
Date
Apr 22, 2024
VOO
VANGUAAD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Apr 10, 2024
VTI
De Vanguard Total Stock Market ETF
Type:
Buy
Date
Apr 10, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Apr 1, 2024
DFAE
De DFA EMERGING MARKETS
Type:
Buy
Date
Apr 1, 2024
DFAE
DFA EMERGING MARKETS CORE EQUITY
Type:
Buy
Date
Apr 9, 2024
GEV
GE VERNOVA INC
Type:
Buy
Date
Apr 16, 2024
HUM
HUMANA ING
Type:
Buy
Date
Apr 24, 2024
CINT
ITT inc
Type:
Buy
Date
Apr 24, 2024
ELV
ELEVANCE HEAKTH ING
Type:
Buy
Date
Mar 26, 2024
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Mar 26, 2024
JPM
JP MORGAN CHASE BANK - USD %
Type:
Buy
Date
Mar 7, 2024
CSL
Carlisle Companies, Iric,
Type:
Buy
Date
Mar 18, 2024
SAFRF
SAFRAN SA ADR
Type:
Buy
Date
Apr 8, 2024
SAFRF
SAFRAN SA
Type:
Buy
Date
Apr 8, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Mar 26, 2024
NFLX
“NETFLIX INC
Type:
Buy
Date
Apr 6, 2024
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Mar 5, 2024
INTU
INTUIT ING COM %
Type:
Buy
Date
Mar 5, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Mar 27, 2024
EPAM
EPAM SYSTEMS ING SHS
Type:
Buy
Date
Mar 26, 2024
EPAM
“EPAM SYSTEMS INC SHS
Type:
Buy
Date
Mar 28, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Mar 11, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Mar 11, 2024
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
Mar 20, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Mar 14, 2024
GE
pC GENERAL ELECTRIC CO
Type:
Buy
Date
Mar 4, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Mar 22, 2024
CSL
Carlisle Companies, inc.
Type:
Buy
Date
Mar 16, 2024
V
ToC VISA ING
Type:
Buy
Date
Apr 8, 2024
WWD
WOODWARD INC % "‘B7ae/2004 4i612024 %
Type:
Buy
Date
Apr 8, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Mar 1, 2024
ELV
ELEVANCE HEAKTH ING
Type:
Buy
Date
Mar 25, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Mar 26, 2024
COF
CAPITAL ONE FINL CORP % ~ B/25/2024
Type:
Buy
Date
Apr 8, 2024
SAFRF
SAFRAN SA
Type:
Buy
Date
Feb 25, 2024
MAR
MARRIOTT ING
Type:
Buy
Date
Mar 25, 2024
HLT
HILTON WORLDWIRE HODGS INC
Type:
Buy
Date
Apr 8, 2024
TSM
TAIWAN SEMICONDUCTOR MFG CO
Type:
Buy
Date
Mar 25, 2024
WFC
WELLS FARGO & CO
Type:
Buy
Date
Mar 25, 2024
NFLX
P NETFLIX ING %
Type:
Buy
Date
Mar 28, 2024
GOOGL
ALPHABET CLC
Type:
Buy
Date
Mar 25, 2024
SAPSE
SAP SE
Type:
Buy
Date
Mar 25, 2024
SHEL
SHELL PLC
Type:
Buy
Date
Mar 25, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Mar 25, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Mar 26, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Mar 25, 2024
D
DOMINION ENEF
Type:
Buy
Date
Mar 6, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Mar 1, 2024
IBM
J _INTL BUSINESS MACHINES
Type:
Buy
Date
Mar 5, 2024
JPM
JP MORGAN CHASE BANK - USD
Type:
Buy
Date
Mar 24, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 1, 2024
SHEL
SHELL PLC
Type:
Buy
Date
Mar 20, 2024
ING
NETFLIX ING
Type:
Buy
Date
Mar 7, 2024
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Mar 6, 2024
EPAM
EPAM SYSTEMS ING SHS
Type:
Buy
Date
Mar 6, 2024
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Mar 11, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Apr 8, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Mar 11, 2024
WWD
De WOODWARD ING
Type:
Buy
Date
Mar 25, 2024
COF
CAPITAL ONE FINL CORP.
Type:
Buy
Date
Mar 26, 2024
HLT
HILTON WORLDWIRE HODGS INC
Type:
Buy
Date
Mar 28, 2024
SAP
SAPSE
Type:
Buy
Date
Apr 6, 2024
ING
De NETFLIX ING
Type:
Buy
Date
Mar 25, 2024
GE
GENERAL ELECTRIC _ %
Type:
Buy
Date
Mar 25, 2024
SHEL
pC SHELL PLC
Type:
Buy
Date
Apr 6, 2024
UNH
UNITEDHEALTH GROUP ING
Type:
Buy
Date
Apr 8, 2024
MSFT
MICROSOFT CORP
Type:
Buy
Date
Apr 8, 2024
D
DOMINION ENERGY INC
Type:
Buy
Date
Mar 5, 2024
SAFRF
SAFRAN SA ADR
Type:
Buy
Date
Mar 25, 2024
JPM
JP MORGAN CHASE BANK - USD
Type:
Buy
Date
Mar 21, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 5, 2024
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Mar 11, 2024
ATKR
ATKORE INC COM
Type:
Buy
Date
Mar 15, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 22, 2024
META
META PLATFORMS ING
Type:
Buy
Date
Mar 28, 2024
HUM
HUMANA INC
Type:
Buy
Date
Mar 5, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Feb 16, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Feb 1, 2024
DT
DYNATRACE INC REG SHS
Type:
Buy
Date
Feb 16, 2024
PRX
PROSUS NV -SPON ADR
Type:
Buy
Date
Feb 21, 2024
PRX
PROSUS NV -SPON ADR
Type:
Buy
Date
Feb 23, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Feb 16, 2024
SHEL
SHELL PLC %
Type:
Buy
Date
Feb 21, 2024
UBER
P UBER TECHNOLOGIES INC
Type:
Buy
Date
Feb 9, 2024
BAYRY
BAYER AG-SPONSORED ADB
Type:
Buy
Date
Mar 5, 2024
TMO
pC THERMO FISHER SCIENTIFIC
Type:
Buy
Date
Feb 9, 2024
HUM
HUMANA INC
Type:
Buy
Date
Feb 21, 2024
MSFT
DE MICROSOFT CORP
Type:
Buy
Date
Feb 21, 2024
BAYRY
Ta BAYER AG-SPONSORED ADR
Type:
Buy
Date
Feb 22, 2024
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
Feb 21, 2024
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Feb 21, 2024
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Feb 14, 2024
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Feb 20, 2024
VOO
VANGUARD INDEX FUNOS S&P 500 ETF
Type:
Buy
Date
Mar 5, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Feb 21, 2024
CVX
CHEVRON CORP
Type:
Buy
Date
Feb 20, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Feb 20, 2024
NFG
NAT FUEL GAS CO NI'S4
Type:
Buy
Date
Feb 23, 2024
D
DOMINION ENERGY INC
Type:
Buy
Date
Feb 27, 2024
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Feb 20, 2024
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Feb 20, 2024
COR
CENCORA ING
Type:
Buy
Date
Feb 20, 2024
PM
PHILIP MORRIS INTL ING
Type:
Buy
Date
Feb 27, 2024
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
Feb 23, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Feb 1, 2024
ACN
DE ACCENTURE PLC SHS
Type:
Buy
Date
Feb 20, 2024
UNH
UNITEDHEALTH GROUP INC K 2/21) 2024
Type:
Buy
Date
Mar 5, 2024
CMCSA
COMCAST CORP
Type:
Buy
Date
Feb 21, 2024
META
META PLATFORMS INC
Type:
Buy
Date
Feb 21, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Feb 21, 2024
ADBE
ADOBE INC
Type:
Buy
Date
Feb 26, 2024
ACN
De ACCENTURE PLC SHS
Type:
Buy
Date
Feb 16, 2024
JPM
JP MORGAN CHASE BANK TIME DEPOSITS
Type:
Buy
Date
Jan 25, 2024
SKX
Skechers USA Inc
Type:
Buy
Date
Jan 17, 2024
TPR
TAPESTRY INC %
Type:
Buy
Date
Jan 19, 2024
SPY
SPDR S&P 500 EIF TRUST %
Type:
Buy
Date
Jan 22, 2024
PRX
PROSUS NV
Type:
Buy
Date
Jan 16, 2024
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Jan 19, 2024
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Jan 10, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Jan 22, 2024
JPM
De JP MORGAN CHASE BANK TIME DEPOSITS
Type:
Buy
Date
Jan 5, 2024
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Jan 23, 2024
MUR
MURPHY OIL CORP %
Type:
Buy
Date
Jan 19, 2024
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Jan 19, 2024
LIN
LINDE PLC NEW
Type:
Buy
Date
Jan 23, 2024
IPG
Interpublic Group of Companies inc
Type:
Buy
Date
Feb 5, 2024
DCI
Donaldson Company, Inc.
Type:
Buy
Date
Jan 17, 2024
SSD
Simpson Manufacturing Co
Type:
Buy
Date
Jan 17, 2024
NSIT
oC insight Enterprises, inc.
Type:
Buy
Date
Feb 5, 2024
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Jan 19, 2024
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jan 2, 2024
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Jan 10, 2024
JPM
JP MORGAN CHASE BANK TIME DEPOSITS
Type:
Buy
Date
Jan 11, 2024
VOO
VANGUARD INDEX FUNDS S&P 500 ETF
Type:
Buy
Date
Jan 16, 2024
ING
NETFLIX ING
Type:
Buy
Date
Jan 11, 2024
LIN
LINDE PLC NEW
Type:
Buy
Date
Jan 12, 2024
LIN
LINDE PLC NEW %
Type:
Buy
Date
Jan 26, 2024
SKX
Skechers USA Inc
Type:
Buy
Date
Jan 4, 2024
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Jan 29, 2024
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Jan 26, 2024
G
GENPACT LTD
Type:
Buy
Date
Jan 17, 2024
VVV
De VALVOLINE ING
Type:
Buy
Date
Jan 17, 2024
PLXS
PLEXUS CORP
Type:
Buy
Date
Jan 17, 2024
GTES
Gates industrial Corp PLC
Type:
Buy
Date
Jan 17, 2024
IPG
Interpublic Group of Companies inc
Type:
Buy
Date
Jan 17, 2024
HLI
Houlihag Lakey Inc
Type:
Buy
Date
Jan 17, 2024
PRI
PRIMERICA INC
Type:
Buy
Date
Jan 17, 2024
NSIT
insight Enterprises, inc.
Type:
Buy
Date
Jan 17, 2024
ZION
Zions Bancorporation NA
Type:
Buy
Date
Jan 17, 2024
WTM
White Mountains Insurance Group Ltd
Type:
Buy
Date
Jan 17, 2024
PPL
Beacon Roofing Supply Inc Class A
Type:
Buy
Date
Jan 17, 2024
BJ
BJ's Wholesale Cub Holdings
Type:
Buy
Date
Jan 17, 2024
HSIC
Henry Schein, inc, K
Type:
Buy
Date
Jan 17, 2024
BAYRY
BAYER AG-SPONSORED
Type:
Buy
Date
Jan 22, 2024
AON
‘AON PLC
Type:
Buy
Date
Jan 18, 2024
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Jan 29, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Jan 12, 2024
COF
GAPITAL ONE FINANCIAL CORP
Type:
Buy
Date
Feb 5, 2024
UBER
UBER TECHNOLOGIES INC
Type:
Buy
Date
Jan 23, 2024
TSM
TAIWAN SEMICONDUGTOR-SP
Type:
Buy
Date
Jan 16, 2024
INTC
INTEL CORP
Type:
Buy
Date
Jan 19, 2024
IBM
De INTL BUSINESS MACHINES
Type:
Buy
Date
Jan 19, 2024
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jan 19, 2024
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Jan 23, 2024
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Jan 19, 2024
ALLY
ALLY FINL INC
Type:
Buy
Date
Jan 19, 2024
JPM
JP MORGAN CHASE SANK TIME DEPOSITS
Type:
Buy
Date
Jan 11, 2024
VTEB
VANGUARD MUNI BD TAX-EXEMPT ETF %
Type:
Buy
Date
Jan 22, 2024
VTEL
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
Type:
Buy
Date
Feb 5, 2024
VTEL
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
Type:
Buy
Date
Jan 22, 2024
WFC
BE WELLS FARGO & CO
Type:
Buy
Date
Jan 19, 2024
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Jan 19, 2024
IPG
INTERPUBLIC GROUPCOS INC COM
Type:
Buy
Date
Dec 20, 2023
GOOGL
ALPHABET INC-CL
Type:
Buy
Date
Dec 7, 2023
PPL
APPLIED INDL TECHNOLOGIES INC COM
Type:
Buy
Date
Dec 20, 2023
ATR
APTARGROUP INC COM
Type:
Buy
Date
Dec 20, 2023
BAYRY
BAYER AG
Type:
Buy
Date
Dec 21, 2023
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Dec 13, 2023
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Dec 5, 2023
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
Dec 7, 2023
WBD
WARNER BROS DISCOVERY
Type:
Buy
Date
Dec 13, 2023
VTEL
VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES
Type:
Buy
Date
Dec 20, 2023
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Dec 22, 2023
HLMIX
HARDING LOEVNER INTL
Type:
Buy
Date
Dec 20, 2023
BAYZF
BAYERAG
Type:
Buy
Date
Dec 21, 2023
SPY
SPDR S&P 500 ETF TRUST
Type:
Buy
Date
Dec 21, 2023
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Dec 18, 2023
CNM
CORE & MAIN INC COMCL A b,§
Type:
Buy
Date
Dec 20, 2023
DCI
DONALDSON INC COM
Type:
Buy
Date
Dec 20, 2023
FTNT
FABRINET
Type:
Buy
Date
Dec 20, 2023
FCFS
FIRSTCASH HLDGS INCCOM
Type:
Buy
Date
Dec 20, 2023
FTNT
FORTINET INC
Type:
Buy
Date
Dec 18, 2023
GTES
GATES INDUSTRIAL CORPORATION
Type:
Buy
Date
Dec 1, 2023
GTES
GATES INDUSTRIAL CORPORATION
Type:
Buy
Date
Dec 20, 2023
G
GENPACT LTD
Type:
Buy
Date
Dec 20, 2023
HLI
HOULIHAN LOKEY INC CLA
Type:
Buy
Date
Dec 20, 2023
NSIT
INSIGHT ENTERPRISESINC COM
Type:
Buy
Date
Dec 20, 2023
ITT
ITT INC COM
Type:
Buy
Date
Dec 20, 2023
NFLX
NETFLIX INC
Type:
Buy
Date
Nov 30, 2023
NVT
NVENT ELECTRIC PLC
Type:
Buy
Date
Dec 20, 2023
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Dec 20, 2023
PLXS
PLEXUS CORP COM
Type:
Buy
Date
Dec 20, 2023
DFAE
OFA EMERGING MARKETS
Type:
Buy
Date
Dec 13, 2023
PRI
PRIMERICA INC COM
Type:
Buy
Date
Dec 20, 2023
RHI
ROBERT HALF INC COM
Type:
Buy
Date
Dec 20, 2023
SKX
SKECHERS US A INCCL A
Type:
Buy
Date
Dec 20, 2023
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Dec 7, 2023
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Dec 14, 2023
TMXN
TRIMAS CORP COM NEW
Type:
Buy
Date
Dec 20, 2023
VVV
VALVOLINE INC COM
Type:
Buy
Date
Dec 20, 2023
VTEL
VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES
Type:
Buy
Date
Dec 14, 2023
ZION
ZIONS BANCORPORATIONCOM
Type:
Buy
Date
Dec 20, 2023
ALLY
ALLY FINL ING
Type:
Buy
Date
Dec 13, 2023
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Dec 20, 2023
COR
CENCORA INC
Type:
Buy
Date
Dec 7, 2023
DLTR
DOLLAR TREE INC
Type:
Buy
Date
Dec 13, 2023
D
DOMINION ENERGY INC
Type:
Buy
Date
Dec 7, 2023
INTC
INTEL CORP
Type:
Buy
Date
Dec 5, 2023
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Dec 5, 2023
VTEL
VANGUARD LONG-TERMTAX-EXEMPT FUNDADMIRAL SHARES
Type:
Buy
Date
Dec 1, 2023
GOOGL
ALPHABET INC-CLC
Type:
Buy
Date
Dec 20, 2023
ITT
ITT INC COM
Type:
Buy
Date
Dec 16, 2023
DCI
DONALDSON INC COM
Type:
Buy
Date
Jan 8, 2024
FTNT
FORTINET INC
Type:
Buy
Date
Jan 8, 2024
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Jan 8, 2024
NSIT
INSIGHT ENTERPRISESINC COM
Type:
Buy
Date
Jan 8, 2024
TMXN
TRIMAS CORP COM NEW
Type:
Buy
Date
Dec 14, 2023
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS NEW
Type:
Buy
Date
Dec 14, 2023
TSM
TAIWAN SEMICONDUCTOR
Type:
Buy
Date
Jan 8, 2024
SPY
SPDR S&P 500 ETF TRUST
Type:
Buy
Date
Jan 8, 2024
INTC
INTEL CORP
Type:
Buy
Date
Dec 8, 2023
FLT
FLEETGOR TECHNOLOGIS INC
Type:
Buy
Date
Nov 1, 2023
GTES
GATES INDUSTRIAL CORPORATION PLC
Type:
Buy
Date
Nov 1, 2023
G
GENPACT LTD
Type:
Buy
Date
Nov 1, 2023
NSIT
INSIGHT ENTERPRISESINC COM
Type:
Buy
Date
Nov 1, 2023
IPG
INTERPUBLIC GROUPCOS INC COM
Type:
Buy
Date
Nov 4, 2023
ITT
iTT INC COM
Type:
Buy
Date
Nov 1, 2023
MNST
MONSTER BEVERAGE SHS
Type:
Buy
Date
Nov 7, 2023
NVT
NVENT ELECTRIC PLC
Type:
Buy
Date
Nov 1, 2023
PRI
PRIMERICAINC COM
Type:
Buy
Date
Dec 8, 2023
RHI
ROBERT HALF INC COM
Type:
Buy
Date
Nov 1, 2023
TSM
TAIWAN SEMICONDUCTOR-SP
Type:
Buy
Date
Dec 8, 2023
TMXN
TRIMAS CORP COM NEW %
Type:
Buy
Date
Nov 1, 2023
VVV
VALVOLINE INC COM
Type:
Buy
Date
Nov 20, 2023
VVV
VALVOLINE INC COM
Type:
Buy
Date
Nov 1, 2023
WTM
WHITE MOUNTAINS INSURANCE GROUP LTD
Type:
Buy
Date
Dec 6, 2023
DXC
DXC TECHNOLOGY CO
Type:
Buy
Date
Nov 7, 2023
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Nov 16, 2023
TPR
TAPESTRY ING %
Type:
Buy
Date
Nov 16, 2023
WFC
WELLS FARGO & CO
Type:
Buy
Date
Nov 8, 2023
TAX
+ VANGUARD LONG TERM TAX
Type:
Buy
Date
Nov 1, 2023
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Nov 1, 2023
PPL
APPLIED INDLTECHNOLOGIES INC COM
Type:
Buy
Date
Dec 6, 2023
ATR
APTARGROUP INC COM
Type:
Buy
Date
Nov 1, 2023
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Nov 1, 2023
JPM
JP MORGAN CHASE BANK- TIME DEPOSITS
Type:
Buy
Date
Nov 16, 2023
JPM
JP MORGAN CHASE BANK- TIME DEPOSITS
Type:
Buy
Date
Nov 2, 2023
PPL
BEACON ROOFINGSUPPLY INC COM
Type:
Buy
Date
Nov 1, 2023
CHTR
CHARTER COMMUNICATIONS INC-A
Type:
Buy
Date
Nov 20, 2023
CMG
CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Nov 2, 2023
JPM
DG JP MORGAN CHASE BANK- TIME DEPOSITS
Type:
Buy
Date
Nov 30, 2023
ZION
ZIONS BANCORPORATIONCOM
Type:
Buy
Date
Dec 8, 2023
WTM
WHITE MOUNTAINS INSURANCE GROUP LTD
Type:
Buy
Date
Nov 1, 2023
CNM
CORE & MAIN INC COMCL A
Type:
Buy
Date
Nov 1, 2023
DCI
DONALDSON ING COM
Type:
Buy
Date
Nov 1, 2023
FN
FABRINET SHS
Type:
Buy
Date
Nov 1, 2023
FN
FABRINET SHS
Type:
Buy
Date
Nov 22, 2023
FCFS
FIRSTCASH HLOGS INCCOM
Type:
Buy
Date
Nov 1, 2023
G
GENPACT LTD
Type:
Buy
Date
Dec 6, 2023
NSIT
INSIGHT ENTERPRISESING COM
Type:
Buy
Date
Dec 8, 2023
IPG
INTERPUBLIC GROUPCOS INC COM
Type:
Buy
Date
Nov 1, 2023
PLXS
PLEXUS CORP COM
Type:
Buy
Date
Nov 1, 2023
PRI
PRIMERICA INC COM
Type:
Buy
Date
Nov 4, 2023
TSM
TAIWAN SEMICONDUCTOR-SP
Type:
Buy
Date
Nov 8, 2023
LBRDA
LIBERTY BROADBAND-C
Type:
Buy
Date
Nov 20, 2023
JPM
JP MORGAN CHASE BANK- TIME DEPOSITS P.4
Type:
Buy
Date
Nov 30, 2023
LGIH
LGI HOMES INC COM
Type:
Buy
Date
Nov 30, 2023
ATR
APTARGROUP INC COM
Type:
Buy
Date
Dec 8, 2023
PPL
BEACON ROOFINGSUPPLY ING COM
Type:
Buy
Date
Dec 8, 2023
DFAI
DIMENSIONAL ETF TR US SM CAP ETF
Type:
Buy
Date
Nov 4, 2023
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Nov 3, 2023
FN
FABRINET SHS
Type:
Buy
Date
Dec 6, 2023
FCFS
FIRSTCASH HLDGS INCCOM
Type:
Buy
Date
Dec 8, 2023
FLT
FLEETCOR TECHNOLOGIS INC
Type:
Buy
Date
Nov 2, 2023
ADSK
AUTODESK INC
Type:
Buy
Date
Oct 27, 2023
AMZN
AMAZON COM INC P§
Type:
Buy
Date
Oct 31, 2023
DFAI
DFA INTERNATIONALCORE EQUITY
Type:
Buy
Date
Oct 26, 2023
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Oct 2, 2023
DFAE
OFA EMERGING MARKETS
Type:
Buy
Date
Oct 2, 2023
D
DOMINION ENERGY ING
Type:
Buy
Date
Oct 26, 2023
V
VISA INC CL A SHRS
Type:
Buy
Date
Oct 27, 2023
TMO
THERMO FISHER SCIENTIFIC
Type:
Buy
Date
Oct 27, 2023
TSM
TAIWAN SEMICONDUCTOR-SP ADR
Type:
Buy
Date
Oct 12, 2023
SHEL
SHELL PLC-ADR
Type:
Buy
Date
Oct 12, 2023
SAP
SAP SE-SPONSORED ADR
Type:
Buy
Date
Oct 12, 2023
PYPL
PAYPAL HOLDINGS INC SHS
Type:
Buy
Date
Oct 31, 2023
PYPL
PAYPAL HOLDINGS INC SHS
Type:
Buy
Date
Oct 27, 2023
PYPL
PAYPAL HOLDINGS INC SHS
Type:
Buy
Date
Oct 18, 2023
PAYC
PAYCOM SOFTWARE INC
Type:
Buy
Date
Oct 27, 2023
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Oct 12, 2023
NVDA
NVIDIA
Type:
Buy
Date
Oct 27, 2023
NBIX
NEUROCRINE BIOSCNCE ING
Type:
Buy
Date
Oct 27, 2023
NFLX
NETFLIX INC
Type:
Buy
Date
Oct 2, 2023
MNST
DG MONSTER BEVERAGE SHS
Type:
Buy
Date
Oct 27, 2023
MSFT
juley MICROSOFT CORP
Type:
Buy
Date
Oct 27, 2023
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Oct 25, 2023
INTU
INTUIT INC
Type:
Buy
Date
Oct 27, 2023
NSIT
INSIGHT ENTERPRISESINC COM
Type:
Buy
Date
Sep 29, 2023
G
GENPACT LTD
Type:
Buy
Date
Oct 5, 2023
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Sep 28, 2023
FTNT
DG FORTINET INC
Type:
Buy
Date
Oct 27, 2023
FLT
FLEETCOR TECGHNOLOGIS ING
Type:
Buy
Date
Oct 18, 2023
FLT
FLEETCOR TECHNOLOGIS INC
Type:
Buy
Date
Oct 27, 2023
FLT
FLEETCOR TECHNOLOG!S INC
Type:
Buy
Date
Oct 31, 2023
FISV
FISERV INC WISC PV 1CT
Type:
Buy
Date
Oct 27, 2023
FCFS
FIRST CASH HLOGS INC COM
Type:
Buy
Date
Oct 5, 2023
EPAM
EPAM SYSTEMS INC SHS P.4
Type:
Buy
Date
Oct 27, 2023
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Oct 31, 2023
LIN
LINDE PLC NEW
Type:
Buy
Date
Oct 27, 2023
ELV
ELEVANGE HEALTH ING
Type:
Buy
Date
Nov 6, 2023
C
CITIGROUP INC
Type:
Buy
Date
Oct 12, 2023
CMG
DG CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Oct 27, 2023
CMG
CHIPOTLE MEXICAN GRILL.
Type:
Buy
Date
Oct 18, 2023
BSX
G BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Oct 31, 2023
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Oct 18, 2023
ADP
AUTOMATIC DATA PROC
Type:
Buy
Date
Oct 27, 2023
ASML
* 9) ASML HLDG NV NY REG SHS
Type:
Buy
Date
Oct 27, 2023
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Oct 27, 2023
AMZN
AMAZON COM ING
Type:
Buy
Date
Oct 27, 2023
GOOGL
ALPHABET INC SHS CLC
Type:
Buy
Date
Oct 16, 2023
GOOGL
ALPHABET INC SHS CLA
Type:
Buy
Date
Oct 27, 2023
GOOGL
ALPHABET INC SHS CLA
Type:
Buy
Date
Oct 31, 2023
OXY
OCCIDENTAL PETROLEUM CORP
Type:
Buy
Date
Oct 27, 2023
JPM
JP MORGAN CHASE BANK TIME DEPOSITS
Type:
Buy
Date
Oct 5, 2023
ELV
ELEVANCE HEALTH INC
Type:
Buy
Date
Oct 13, 2023
PRX
DG PROSUS NV
Type:
Buy
Date
Oct 19, 2023
ACING
(AC ING
Type:
Buy
Date
Oct 2, 2023
PRX
PROSUS NV
Type:
Buy
Date
Oct 19, 2023
PRI
PRIMERICA ING COM
Type:
Buy
Date
Nov 6, 2023
MA
MASTERCARD INC
Type:
Buy
Date
Oct 27, 2023
DFIC
OFA iNTERNATIONALCORE EQUITY
Type:
Buy
Date
Oct 25, 2023
JPM
JP MORGAN CHASE BANK TIME DEPOSITS ».§
Type:
Buy
Date
Oct 18, 2023
IDEQ
LAZARD INTERNATIONAL STRATEGIC EQUITY
Type:
Buy
Date
Oct 25, 2023
ADBE
ADOBE INC
Type:
Buy
Date
Oct 27, 2023
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Oct 27, 2023
DFAI
DFA INTERNATIONALCORE EQUITY
Type:
Buy
Date
Oct 25, 2023
F
STAMFORD CT WPC SY8-FAC
Type:
Buy
Date
Oct 12, 2023
SHEL
SHELL PLC-ADR
Type:
Buy
Date
Nov 6, 2023
SAP
SAP SE-SPONSORED ADR
Type:
Buy
Date
Nov 8, 2023
JPM
JP MORGAN CHASE BANK TIME DEPOSITS
Type:
Buy
Date
Oct 19, 2023
CMG
G CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Oct 16, 2023
CNM
CORE & MAIN INC COMCL A
Type:
Buy
Date
Sep 29, 2023
NSIT
INSIGHT ENTERPRISESINC COM
Type:
Buy
Date
Nov 8, 2023
META
META PLATFORMS INC-CLASS A
Type:
Buy
Date
Oct 13, 2023
TPR
TAPESTRY INC
Type:
Buy
Date
Aug 5, 2023
AER
AERCAP HOLDINGS NV
Type:
Buy
Date
Sep 20, 2023
BAYRY
BAYER AG
Type:
Buy
Date
Sep 14, 2023
BAYRY
BAYER AG
Type:
Buy
Date
Sep 13, 2023
ELV
ELEVANCE HEALTH INC
Type:
Buy
Date
Mar 15, 2023
VVV
VALVOLINE INC COM
Type:
Buy
Date
Sep 16, 2023
VVV
VALVOLINE INC COM
Type:
Buy
Date
Sep 22, 2023
AAP
ADVANCE AUTO PARTS INC
Type:
Buy
Date
Jun 15, 2023
T
AT&T ING
Type:
Buy
Date
Sep 12, 2023
C
CITIGROUP INC
Type:
Buy
Date
Aug 7, 2023
D
DOMINION ENERGY INC
Type:
Buy
Date
Sep 12, 2023
DXC
DXC TECHNOLOGY CO
Type:
Buy
Date
Aug 1, 2023
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Sep 15, 2023
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Sep 18, 2023
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Sep 7, 2023
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Aug 6, 2023
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Sep 6, 2023
SF
STIFEL FINANCIAL CORP
Type:
Buy
Date
Sep 8, 2023
TPR
TAPESTRY INC
Type:
Buy
Date
Sep 1, 2023
AER
AERCAP HOLDINGS NV
Type:
Buy
Date
Oct 5, 2023
C
CITIGROUP iNC
Type:
Buy
Date
Sep 19, 2023
ELV
ELEVANCE HEALTH ING
Type:
Buy
Date
Sep 18, 2023
META
META PLATFORMS INC
Type:
Buy
Date
Oct 5, 2023
KLAC
G __OAKLAND UNIV MICH REV
Type:
Buy
Date
Sep 13, 2023
SAP
SAPSE
Type:
Buy
Date
Oct 5, 2023
CVS
pC CVS HEALTH CORP
Type:
Buy
Date
Sep 12, 2023
C
CITIGROUP INC
Type:
Buy
Date
Sep 7, 2023
VVV
VALVOLINE INC COM
Type:
Buy
Date
Oct 5, 2023
SAP
SAP SE
Type:
Buy
Date
Oct 6, 2023
KLAC
OAKLAND UNIV MICH REV
Type:
Buy
Date
Oct 5, 2023
BAYZF
BAYERAG
Type:
Buy
Date
Sep 14, 2023
JPM
JP MORGAN CHASE BANK - TIME DEPOSIT
Type:
Buy
Date
Sep 21, 2023
JPM
JP MORGAN CHASE BANK - TIME DEPOSIT
Type:
Buy
Date
Sep 7, 2023
SAPS
SAPs
Type:
Buy
Date
Oct 6, 2023
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Sep 22, 2023
FTNT
FORTINET INC
Type:
Buy
Date
Aug 23, 2023
U
HPS SPECIAL SITUATIONS OPPORTUNITY FUND II
Type:
Buy
Date
Sep 5, 2023
FTNT
FORTINET INC
Type:
Buy
Date
Aug 8, 2023
ALL
ALLSTATE CORPDEL COM
Type:
Buy
Date
Sep 5, 2023
V
VISAINCCLA SHRS
Type:
Buy
Date
Sep 5, 2023
SEDG
SOLAREDGE TECHNOLOGIES
Type:
Buy
Date
Jun 8, 2023
META
META PLATFORMS INC
Type:
Buy
Date
Sep 6, 2023
VTI
VANGUARD INDEX FDSVANGUARD TOTAL STKMKT ETF
Type:
Buy
Date
Sep 1, 2023
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Aug 18, 2023
ADSK
AUTODESK INC
Type:
Buy
Date
Aug 18, 2023
FLT
FLEETCOR TECHNOLOGIS INC
Type:
Buy
Date
Sep 5, 2023
FTNT
FORTINET ING
Type:
Buy
Date
Sep 8, 2023
QQQ
INVESCO QQQ TR UNITSER
Type:
Buy
Date
Aug 1, 2023
VTI
VANGUARD INDEX FOSVANGUARD TOTAL STKMKT ETF
Type:
Buy
Date
Aug 1, 2023
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Aug 1, 2023
FLT
FLEETCOR TECHNOLOGIS INC
Type:
Buy
Date
Aug 31, 2023
AZN
ASTRAZENECA PLC SPND ADR
Type:
Buy
Date
Aug 14, 2023
FTNT
FORTINET ING
Type:
Buy
Date
Sep 5, 2023
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Sep 5, 2023
G
isle} GENPACT LTD
Type:
Buy
Date
Aug 25, 2023
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
Aug 16, 2023
META
META PLATFORMS INC
Type:
Buy
Date
Aug 4, 2023
NBIX
NEUROCRINE BIOSCNCE INC
Type:
Buy
Date
Aug 14, 2023
NVDA
NVIDIA
Type:
Buy
Date
Sep 5, 2023
PAYC
PAYCOM SOFTWARE ING
Type:
Buy
Date
Sep 14, 2023
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Aug 17, 2023
SEDG
SOLAREDGE TECHNOLOGIES
Type:
Buy
Date
Aug 8, 2023
U
HPS SPECIAL SITUATIONS OPPORTUNITY FUND
Type:
Buy
Date
Aug 2, 2023
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Aug 8, 2023
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Aug 3, 2023
PM
PHILIP MORRIS INTL ING
Type:
Buy
Date
Sep 5, 2023
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Aug 16, 2023
TPR
TAPESTRY INC
Type:
Buy
Date
Aug 18, 2023
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Sep 8, 2023
SAP
VANGUARD INDEX FDSSAP 800 ETF SHS NEW
Type:
Buy
Date
Aug 1, 2023
SAPSE
SAP SE
Type:
Buy
Date
Aug 22, 2023
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Sep 5, 2023
TPR
TAPESTRY (NC
Type:
Buy
Date
Apr 18, 2023
ST
SENSATA TECHNOLOGIES
Type:
Buy
Date
Sep 5, 2023
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
Jun 29, 2023
VOO
VANGUARD INDEX FDSS&P 500 ETF SHS NEW
Type:
Buy
Date
Aug 1, 2023
CNH
CNH INDUSTRIAL NV
Type:
Buy
Date
Jun 17, 2023
C
CITIGROUP INC COM NEW
Type:
Buy
Date
Jun 17, 2023
SHEL
SHELLPLC
Type:
Buy
Date
Jun 15, 2023
PAYC
) PAYCOM SOFTWARE INC
Type:
Buy
Date
Jun 14, 2023
NBIX
NEUROCRINE BIOSCNCE INC
Type:
Buy
Date
Aug 18, 2023
SHEL
SHELL PLC
Type:
Buy
Date
Sep 5, 2023
PYPL
PAYPAL HOLDINGS INC SHS
Type:
Buy
Date
Aug 31, 2023
PYPL
PAYPAL HOLDINGS INC SHS
Type:
Buy
Date
Aug 23, 2023
PAYC
PAYCOM SOFTWARE INC
Type:
Buy
Date
Aug 31, 2023
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Aug 29, 2023
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Aug 22, 2023
FTNT
FORTINET INC
Type:
Buy
Date
Aug 31, 2023
CMG
G CHIPOTLE MEXICAN GRILL
Type:
Buy
Date
Aug 4, 2023
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Aug 4, 2023
DOW
DOW INC REG
Type:
Buy
Date
Aug 4, 2023
T
AT&T INC
Type:
Buy
Date
Aug 4, 2023
VTI
VANGUARD INDEX FDSVANGUARD TOTAL STKMKT ETE
Type:
Buy
Date
Jul 27, 2023
ADP
DG__ AUTOMATIC DATA PROG
Type:
Buy
Date
Aug 4, 2023
VGLT
VANGUARD LONG TERM TAX b§ 7132023
Type:
Buy
Date
Aug 4, 2023
SEDG
SOLAREDGE TECHNOLOGIES
Type:
Buy
Date
Jul 20, 2023
AZN
ASTRAZENECA PLC SPND ADR
Type:
Buy
Date
Aug 4, 2023
SEDG
SOLAREDGE TECHNOLOGIES
Type:
Buy
Date
Jul 28, 2023
QQQ
DG INVESCO QQQ TRUNITSER
Type:
Buy
Date
Aug 4, 2023
VOO
DG VANGUARD INDEX FDSS&P 500 ETF SHS NEW
Type:
Buy
Date
Aug 4, 2023
VTI
pC VANGUARD INDEX FOSVANGUARD TOTAL STKMKT ETF
Type:
Buy
Date
Aug 4, 2023
FISV
FISERV ING WISC PV ICT
Type:
Buy
Date
Aug 4, 2023
COP
CONOCOPHILLIPS
Type:
Buy
Date
Jul 24, 2023
COP
CONOCOPHILLIPS
Type:
Buy
Date
Aug 4, 2023
ADP
AUTOMATIC DATA PROC
Type:
Buy
Date
Jul 28, 2023
COP
CONOCOPHILLIPS b
Type:
Buy
Date
Jun 20, 2023
COP
CONOCOPHILLIPS P
Type:
Buy
Date
Jun 1, 2023
NVDA
pC NVIDIA
Type:
Buy
Date
Jun 5, 2023
SHEL
SHELL PLC
Type:
Buy
Date
Jun 26, 2023
PRX
PROSUS NV
Type:
Buy
Date
Jun 5, 2023
INTU
INTUIT INC COM
Type:
Buy
Date
Jun 21, 2023
TMO
THERMO FISHER SCIENTIFIC E
Type:
Buy
Date
Jun 21, 2023
NVDA
NVIDIA P§
Type:
Buy
Date
Jun 16, 2023
NSIT
Insight Enterprises, Inc.
Type:
Buy
Date
Jul 5, 2023
DISH
DISH NETWORK CORP
Type:
Buy
Date
Jun 21, 2023
GOOGL
pC ALPHABET ING
Type:
Buy
Date
Jun 8, 2023
MS
MORGAN STANLEY
Type:
Buy
Date
Jun 29, 2023
NFLX
NETFLIX INC
Type:
Buy
Date
Jun 8, 2023
META
META PLATFORMS INC
Type:
Buy
Date
Jun 8, 2023
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Jun 21, 2023
ING
NETFLIX ING
Type:
Buy
Date
Jun 9, 2023
META
DG META PLATFORMS INC
Type:
Buy
Date
Jun 5, 2023
UNH
UNITEDHEALTH GROUP INC *
Type:
Buy
Date
Jun 16, 2023
NPSNY
NASPERS LTD
Type:
Buy
Date
Jun 5, 2023
NSIT
Insight Enterprises, inc.
Type:
Buy
Date
Jun 15, 2023
ANET
ARISTA NETWORKS ING
Type:
Buy
Date
Jun 21, 2023
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jun 1, 2023
AAP
ADVANCE AUTO PARTS ING
Type:
Buy
Date
Jun 5, 2023
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Jun 5, 2023
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 5, 2023
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 1, 2023
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Jun 26, 2023
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
Jun 12, 2023
MLKN
MILLERKNOLL ING
Type:
Buy
Date
May 3, 2023
ALL
ALLSTATE CORP DEL COM
Type:
Buy
Date
May 12, 2023
EQH
EQUITABLE HOLDINGS ING
Type:
Buy
Date
May 12, 2023
OSK
OSHKOSH GORPORATION
Type:
Buy
Date
Jun 4, 2023
MUR
MURPHY Oil. CORP
Type:
Buy
Date
May 12, 2023
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 8, 2023
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
Jun 2, 2023
CNH
CNH (INDUSTRIAL NV
Type:
Buy
Date
May 4, 2023
MLKN
MILLERKNOLL ING
Type:
Buy
Date
May 12, 2023
BAYRY
BAYER AG
Type:
Buy
Date
May 10, 2023
TMO
THERMO FISHER SCIENTIFIC
Type:
Buy
Date
May 2, 2023
NVDA
G NVIDIA
Type:
Buy
Date
May 30, 2023
SEDG
SOLAREDGE TECHNOLOGIES
Type:
Buy
Date
May 8, 2023
FTNT
Fabrinet
Type:
Buy
Date
May 11, 2023
CSL
Carlisle Companies, inc.
Type:
Buy
Date
May 5, 2023
DCI
Donaldson Company, Inc.
Type:
Buy
Date
May 4, 2023
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
May 10, 2023
MAN
ManpowerGroup inc,
Type:
Buy
Date
Jun 5, 2023
CAHPF
EVOLUTION AB
Type:
Buy
Date
May 10, 2023
GOOGL
ALPHABET INC-CL A
Type:
Buy
Date
Jun 5, 2023
MSFT
MICROSOFT CORP
Type:
Buy
Date
May 18, 2023
DIS
WALT DISNEY CO
Type:
Buy
Date
May 1, 2023
SKX
Skechers USA Inc
Type:
Buy
Date
Jun 11, 2023
CVS
pC CVS HEALTH CORP
Type:
Buy
Date
May 17, 2023
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 2, 2023
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 4, 2023
OSK
OSHKOSH CORPORATION
Type:
Buy
Date
May 5, 2023
NFG
DG NAT FUEL GAS GO NU $1
Type:
Buy
Date
May 26, 2023
NFG
DG NAT FUEL GAS CO NJ $1
Type:
Buy
Date
May 25, 2023
NFG
NAT FUEL GAS CO NJ $1
Type:
Buy
Date
May 24, 2023
NFG
NAT FUEL GAS CO NJ $1
Type:
Buy
Date
May 23, 2023
CNH
CNH INDUSTRIAL NV
Type:
Buy
Date
May 5, 2023
CNH
CNH INDUSTRIAL NV
Type:
Buy
Date
May 12, 2023
CNH
CNH INDUSTRIAL NV
Type:
Buy
Date
May 2, 2023
TPR
TAPESTRY INC
Type:
Buy
Date
May 12, 2023
WBD
WARNER BROS DISCOVERY
Type:
Buy
Date
May 12, 2023
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
May 12, 2023
ALLY
ALLY FINL ING
Type:
Buy
Date
May 12, 2023
AAP
ADVANCE AUTO PARTS ING
Type:
Buy
Date
May 12, 2023
CVS
CVS HEALTH CORP
Type:
Buy
Date
May 12, 2023
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jun 17, 2023
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
May 12, 2023
NFG
NAT FUEL GAS CO NJ $1
Type:
Buy
Date
May 12, 2023
C
CITIGROUP INC COM NEW
Type:
Buy
Date
May 12, 2023
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
May 12, 2023
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
May 12, 2023
WFC
WELLS FARGO & CO
Type:
Buy
Date
May 12, 2023
T
AT&T INC
Type:
Buy
Date
May 12, 2023
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Jun 12, 2023
INTC
INTEL CORP
Type:
Buy
Date
May 12, 2023
DOW
DOW INC REG
Type:
Buy
Date
Jun 12, 2023
UTHR
UNITED THERAPEUTICS CORP
Type:
Buy
Date
May 12, 2023
CVX
CHEVRON CORP
Type:
Buy
Date
Jun 12, 2023
DLTR
DOLLAR TREE INC
Type:
Buy
Date
May 12, 2023
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
May 12, 2023
PM
PHILIP MORRIS INTL INC
Type:
Buy
Date
May 12, 2023
BAYRY
ye} BAYER AG
Type:
Buy
Date
Jun 10, 2023
ANET
ARISTA NETWORKS ING
Type:
Buy
Date
May 23, 2023
BJ
BJ's Wholesale Glub Holdings
Type:
Buy
Date
May 1, 2023
CSL
Carlisle Companies, Inc.
Type:
Buy
Date
Jun 4, 2023
G
GENPACT LTD
Type:
Buy
Date
May 23, 2023
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
May 10, 2023
META
DG META PLATFORMS ING
Type:
Buy
Date
May 10, 2023
MSFT
DG MICROSOFT CORP
Type:
Buy
Date
Jun 10, 2023
GOOGL
ALPHABET ING-CL A
Type:
Buy
Date
Jun 10, 2023
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
May 12, 2023
DOW
DG DOW INC REG
Type:
Buy
Date
May 12, 2023
CVX
pC CHEVRON CORP
Type:
Buy
Date
May 12, 2023
SAFRF
SAFRAN SA
Type:
Buy
Date
Jun 5, 2023
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Apr 3, 2023
TSN
TYSON FOODS ING CLA
Type:
Buy
Date
Apr 20, 2023
AON
AONPLCREG SHS
Type:
Buy
Date
Apr 5, 2023
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Apr 5, 2023
DFAE
DFA EMERGING MARKETS
Type:
Buy
Date
Apr 3, 2023
TAX
DG VANGUARD LONG TERM TAX
Type:
Buy
Date
Apr 3, 2023
INTC
aP INTEL GORP
Type:
Buy
Date
Apr 20, 2023
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Apr 14, 2023
DOW
DOW INC REG
Type:
Buy
Date
Apr 26, 2023
MLKN
MILLERKNOLL ING
Type:
Buy
Date
Apr 4, 2023
MLKN
MILLERKNOLL ING
Type:
Buy
Date
Apr 5, 2023
CNH
CNH INDUSTRIAL NV %
Type:
Buy
Date
Apr 25, 2023
MLKN
MILLERKNOLL ING
Type:
Buy
Date
Apr 3, 2023
MLKN
MILLERKNOLL ING
Type:
Buy
Date
Apr 6, 2023
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Apr 3, 2023
EQH
EQUITABLE HOLDINGS INC
Type:
Buy
Date
Apr 14, 2023
TSN
TYSON FOODS ING CLA
Type:
Buy
Date
Apr 26, 2023
PYPL
CC PAYPAL HOLDINGS INC SHS
Type:
Buy
Date
Apr 3, 2023
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Apr 3, 2023
SEDG
SOLAREDGE TECHNOLOGIES
Type:
Buy
Date
Apr 5, 2023
ANET
ARISTA NETWORKS INC
Type:
Buy
Date
Apr 5, 2023
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Apr 5, 2023
BSX
BOSTON SCIENTIFIC CORP
Type:
Buy
Date
Apr 21, 2023
MNST
MONSTER BEVERAGE SHS
Type:
Buy
Date
Apr 5, 2023
NSIT
insight Enterprises, Inc.
Type:
Buy
Date
Apr 5, 2023
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Apr 5, 2023
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Apr 5, 2023
IBM
INTL BUSINESS MACHINES
Type:
Buy
Date
Mar 15, 2023
FDX
FEDEX CORP DELAWARE COM
Type:
Buy
Date
Mar 22, 2023
TSN
TYSON FOODS INC CLA
Type:
Buy
Date
Mar 1, 2023
TSN
TYSON FOODS ING TLA
Type:
Buy
Date
Mar 31, 2023
WWD
Woodward, Inc.
Type:
Buy
Date
Mar 16, 2023
ZION
Zions Bancorperation NA
Type:
Buy
Date
Mar 10, 2023
GTES
Gates Industrial Corp PLC
Type:
Buy
Date
Mar 8, 2023
ADBE
ADOBE ING
Type:
Buy
Date
Mar 27, 2023
COP
CONOCOPHILLIPS
Type:
Buy
Date
Mar 10, 2023
CSL
Carlisle Companies, Inc,
Type:
Buy
Date
Mar 16, 2023
EPAM
DG EPAM SYSTEMS ING SHS
Type:
Buy
Date
Mar 27, 2023
ANET
ARISTA NETWORKS ING
Type:
Buy
Date
Mar 27, 2023
ADSK
DG AUTODESK INC DEL PV$0.01 %
Type:
Buy
Date
Mar 28, 2023
COP
CONOCOPHILLIPS
Type:
Buy
Date
Apr 6, 2023
INTU
INTUIT INC COM
Type:
Buy
Date
Mar 27, 2023
ADP
AUTOMATIC DATA PROG
Type:
Buy
Date
Mar 27, 2023
ASML
ASML HLDG NV NY REG SHS
Type:
Buy
Date
Mar 27, 2023
BAYRY
BAYER AG
Type:
Buy
Date
Mar 23, 2023
U
HPS SPECIAL SITUATIONS OPPORTUNITY FUND
Type:
Buy
Date
Mar 28, 2023
KBR
KBR, Inc.
Type:
Buy
Date
Mar 16, 2023
AON
AON PLC REG SHS
Type:
Buy
Date
Mar 27, 2023
GOOGL
ALPHABET INC SHS CLA
Type:
Buy
Date
Mar 27, 2023
MSFT
MICROSOFT CORP
Type:
Buy
Date
Mar 17, 2023
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Mar 1, 2023
ALLY
BP ALLY FINL ING
Type:
Buy
Date
Mar 30, 2023
WFC
WELLS FARGO & CO
Type:
Buy
Date
Mar 1, 2023
MRK
MERCK AND CO INC SHS
Type:
Buy
Date
Mar 31, 2023
T
AT&T ING
Type:
Buy
Date
Mar 31, 2023
TPR
TAPESTRY INC
Type:
Buy
Date
Mar 1, 2023
U
HPS SPECIAL SITUATIONS OPPORTUNITY FUND
Type:
Buy
Date
Mar 29, 2023
BAYRY
BAYER AG
Type:
Buy
Date
Apr 8, 2023
ITT
ITT Inc
Type:
Buy
Date
Mar 16, 2023
VTI
VANGUARD TOTAL STOCK
Type:
Buy
Date
Mar 24, 2023
FDX
FEDEX CORP DELAWARE CON
Type:
Buy
Date
Mar 31, 2023
IBM
INTL BUSINESS MAGHINES
Type:
Buy
Date
Mar 18, 2023
AN
AUTOMATIC
Type:
Buy
Date
Mar 27, 2023
SEDG
SOLAREDGE TECHNOLOGIES
Type:
Buy
Date
Feb 10, 2023
ZION
Zions Bancorporation NA
Type:
Buy
Date
Feb 1, 2023
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Feb 6, 2023
V
VISA ING CL A SHRS
Type:
Buy
Date
Feb 8, 2023
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Feb 6, 2023
AMZN
AMAZON COM INC COM
Type:
Buy
Date
Feb 6, 2023
NFLX
NETFLIX INC
Type:
Buy
Date
Mar 6, 2023
GOOGL
ALPHABET INC
Type:
Buy
Date
Feb 8, 2023
HLT
HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Feb 13, 2023
FIVE
Five Below Inc
Type:
Buy
Date
Feb 10, 2023
MAR
DG MARRIOTT INTERNATIONAL
Type:
Buy
Date
Feb 15, 2023
AON
AON PLC REG SHS
Type:
Buy
Date
Feb 16, 2023
GOOGL
ALPHABET INC SHS_CLC
Type:
Buy
Date
Feb 10, 2023
ING
NETFLIX ING
Type:
Buy
Date
Feb 1, 2023
META
META PLATFORMS INC
Type:
Buy
Date
Feb 9, 2023
WBD
WARNER BROS DISCOVERY
Type:
Buy
Date
Feb 9, 2023
LVS
LAS VEGAS SANDS CORP
Type:
Buy
Date
Feb 3, 2023
TA
‘SP VANGUARD LONG TERM TA
Type:
Buy
Date
Feb 1, 2023
ANET
ARISTA NETWORKS ING
Type:
Buy
Date
Feb 18, 2023
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Feb 6, 2023
V
VISA INC CL A SHRS
Type:
Buy
Date
Feb 6, 2023
AMZN
AMAZON GOM INC_COM
Type:
Buy
Date
Feb 8, 2023
INTU
INTUIT ING COM
Type:
Buy
Date
Feb 6, 2023
BURL
BURLINGTON STORES INC
Type:
Buy
Date
Feb 8, 2023
MSFT
MICROSOFT CORP
Type:
Buy
Date
Feb 6, 2023
VTEL
Vanguard Long-Term Tax-Exempt Fund Admiral Shares
Type:
Buy
Date
Feb 2, 2023
HLT
HILTON WORLDWIDE HOLDINGS
Type:
Buy
Date
Feb 6, 2023
ANET
ARISTA NETWORKS ING
Type:
Buy
Date
Feb 16, 2023
PYPL
PAYPAL HOLDINGS INC SHS
Type:
Buy
Date
Feb 14, 2023
AMZN
rye} AMAZON.COM ING
Type:
Buy
Date
Feb 1, 2023
ANET
ARISTA NETWORKS ING
Type:
Buy
Date
Feb 10, 2023
COP
CONOCOPHILLIPS
Type:
Buy
Date
Feb 13, 2023
TAX
VANGUARD LONG TERM TAX
Type:
Buy
Date
Feb 1, 2023
FDX
DG FEDEX CORP DELAWARE COM
Type:
Buy
Date
Feb 3, 2023
UNH
UNITEDHEALTH GROUP INC
Type:
Buy
Date
Mar 8, 2023
GOOGL
DG ALPHABET INC SHS CLA
Type:
Buy
Date
Feb 13, 2023
MAR
MARRIOTT INTERNATIONAL
Type:
Buy
Date
Mar 6, 2023
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Feb 8, 2023
EPAM
EPAM SYSTEMS INC SHS
Type:
Buy
Date
Feb 10, 2023
ACN
ACCENTURE PLC SHS
Type:
Buy
Date
Feb 8, 2023
ADSK
AUTODESK ING DEL PV$0.01
Type:
Buy
Date
Feb 10, 2023
INTU
INTUIT INC COM
Type:
Buy
Date
Feb 8, 2023
BURL
BURLINGTON STORES INC
Type:
Buy
Date
Feb 6, 2023
GOOGL
ALPHABET ING SHS CLC
Type:
Buy
Date
Feb 6, 2023
NVDA
DG NVIDIA
Type:
Buy
Date
Feb 6, 2023
MSFT
MICROSOFT CORP
Type:
Buy
Date
Feb 8, 2023
META
META PLATFORMS INC
Type:
Buy
Date
Feb 15, 2023
ORLY
‘SP O'REILLY AUTOMOTIVE INC
Type:
Buy
Date
Feb 10, 2023
FDX
P FEDEX CORP DELAWARE GOM.
Type:
Buy
Date
Mar 3, 2023
PRX
DG PROSUS NV
Type:
Buy
Date
Feb 6, 2023
CNH
CNH INDUSTRIAL NV
Type:
Buy
Date
Jan 24, 2023
CVS
CVS HEALTH CORP
Type:
Buy
Date
Jan 5, 2023
INTC
INTEL CORP
Type:
Buy
Date
Jan 5, 2023
KBR
KBR, Inc.
Type:
Buy
Date
Jan 10, 2023
FIVE
Five Below Inc
Type:
Buy
Date
Jan 10, 2023
MS
MORGAN STANLEY
Type:
Buy
Date
Jan 6, 2023
KDP
DG KEURIG DR PEPPER INC
Type:
Buy
Date
Jan 23, 2023
ADSK
AUTODESK INC DEL PV$0.01
Type:
Buy
Date
Jan 17, 2023
MSFT
MICROSOFT CORP
Type:
Buy
Date
Jan 24, 2023
VGLT
VANGUARD LONG TERM TAX
Type:
Buy
Date
Jan 3, 2023
GE
GENERAL ELECTRIC CO
Type:
Buy
Date
Jan 20, 2023
SEDG
SOLAREOGE TECHNOLOGIES
Type:
Buy
Date
Jan 5, 2023
AON
AON PLE
Type:
Buy
Date
Feb 7, 2023
GEHC
GE HEALTHCARE TECHNOLOGY
Type:
Buy
Date
Jan 20, 2023
AIG
AMERICAN INTERNATIONAL
Type:
Buy
Date
Jan 5, 2023
KW
Kennedy-Wilson Holdings Inc
Type:
Buy
Date
Jan 10, 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