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House · FL
Amount-weighted buy-and-hold return of 171 priced purchases
Data sourced from STOCK Act periodic transaction reports. Return % is stock price change from trade date to today — not a cost-basis return.
| — |
| GWW | $40.50K | 3.3% | — |
| GS | $40.50K | 3.3% | — |
| DELL | $40.50K | 3.3% | — |
| CSCO | $40.50K | 3.3% | — |
| GOOG | $40.00K | 3.2% | — |
| XLE | $32.50K | 2.6% | — |
| ADI | $32.00K | 2.6% | — |
| MCD | $32.00K | 2.6% | -9.2% |
| ATO | $32.00K | 2.6% | — |
| LIN | $32.00K | 2.6% | — |
| TMUS | $32.00K | 2.6% | — |
| ELV | $32.00K | 2.6% | — |
| LMT | $32.00K | 2.6% | — |
| MRK | $24.00K | 1.9% | — |
| SO | $24.00K | 1.9% | — |
| BRK.B | $24.00K | 1.9% | — |
| HD | $24.00K | 1.9% | +7.1% |
| JPM | $24.00K | 1.9% | — |
| AMZN | $24.00K | 1.9% | — |
| MCK | $24.00K | 1.9% | — |
| TJX | $24.00K | 1.9% | — |
| PEG | $16.00K | 1.3% | — |
| ROP | $16.00K | 1.3% | — |
| SPGI | $16.00K | 1.3% | — |
| MSFT | $16.00K | 1.3% | — |
| V | $16.00K | 1.3% | — |
| ACN | $16.00K | 1.3% | — |
| AMGN | $16.00K | 1.3% | — |
| COST | $16.00K | 1.3% | — |
| LLY | $16.00K | 1.3% | — |
| AAPL | $16.00K | 1.3% | — |
| META | $16.00K | 1.3% | — |
| CB | $16.00K | 1.3% | +39.5% |
| ABBV | $16.00K | 1.3% | — |
| SYK | $16.00K | 1.3% | — |
| ASML | $16.00K | 1.3% | +27.6% |
| GE | $16.00K | 1.3% | — |
| PANW | $16.00K | 1.3% | +118.6% |
| GD | $16.00K | 1.3% | — |
| PG | $8.00K | 0.6% | — |
| STE | $8.00K | 0.6% | — |
| UNH | $8.00K | 0.6% | — |
| CMI | $8.00K | 0.6% | — |
| SNA | $8.00K | 0.6% | — |
| FDS | $8.00K | 0.6% | — |
| MDLZ | $8.00K | 0.6% | — |
| RPM | $8.00K | 0.6% | — |
| JNJ | $8.00K | 0.6% | — |
| WM | $8.00K | 0.6% | — |
| GLDW | $8.00K | 0.6% | — |
| ITW | $8.00K | 0.6% | — |
| HON | $8.00K | 0.6% | — |
| HCA | $8.00K | 0.6% | — |
| TSM | $8.00K | 0.6% | — |
| COR | $8.00K | 0.6% | -4.0% |
| PH | $8.00K | 0.6% | — |
| MSI | $8.00K | 0.6% | — |
| MNST | $8.00K | 0.6% | — |
| GILD | $8.00K | 0.6% | -1.5% |
Estimated from disclosed trades only. Cost basis uses midpoint of reported ranges.sale_full closes the position entirely.
| $1,001 - $15,000 |
| +21.8% |
| Mar 31, 2026 | COR | Buy | $1,001 - $15,000 | -2.0% |
| Mar 31, 2026 | AVGO | BuyOversight | $1,001 - $15,000 | +19.8% |
| Mar 31, 2026 | CB | Buy | $1,001 - $15,000 | +8.0% |
| Mar 31, 2026 | CAT | Sell (Partial) | $1,001 - $15,000 | +24.3% |
| Mar 31, 2026 | ASML | BuyOversight | $1,001 - $15,000 | +32.3% |
| Mar 31, 2026 | QCOM | Sell (Partial)Oversight | $15,001 - $50,000 | +33.4% |
| Mar 31, 2026 | PANW | BuyOversight | $1,001 - $15,000 | +123.7% |
| Mar 31, 2026 | MCD | Buy | $1,001 - $15,000 | -13.9% |
| Mar 31, 2026 | HD | Buy | $1,001 - $15,000 | +3.0% |
| Mar 31, 2026 | GD | Buy | $1,001 - $15,000 | — |
| Mar 31, 2026 | GE | Buy | $1,001 - $15,000 | — |
| Mar 31, 2026 | CMI | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 31, 2026 | AXP | Buy | $1,001 - $15,000 | — |
| Mar 23, 2026 | CI | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 23, 2026 | ASML | BuyOversight | $1,001 - $15,000 | +27.6% |
| Mar 23, 2026 | COR | Buy | $1,001 - $15,000 | -4.0% |
| Mar 23, 2026 | ADP | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Mar 23, 2026 | BRO | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 23, 2026 | TSCO | Sell (Partial) | $15,001 - $50,000 | — |
| Mar 23, 2026 | TSCO | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 23, 2026 | TJX | Buy | $1,001 - $15,000 | — |
| Mar 23, 2026 | GE | Buy | $1,001 - $15,000 | — |
| Mar 23, 2026 | PH | Buy | $1,001 - $15,000 | — |
| Mar 23, 2026 | PANW | BuyOversight | $1,001 - $15,000 | +118.6% |
| Mar 23, 2026 | ACN | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 23, 2026 | ORCL | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Mar 23, 2026 | ORCL | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Mar 23, 2026 | MSI | BuyOversight | $1,001 - $15,000 | — |
| Mar 23, 2026 | MNST | Buy | $1,001 - $15,000 | — |
| Mar 23, 2026 | GD | Buy | $1,001 - $15,000 | — |
| Feb 27, 2026 | ROP | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 2, 2025 | PEP | Sell (Partial) | $15,001 - $50,000 | — |
| Dec 2, 2025 | PEP | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 2, 2025 | PEG | Buy | $1,001 - $15,000 | — |
| Dec 2, 2025 | ATO | Buy | $1,001 - $15,000 | — |
| Dec 2, 2025 | SO | Buy | $1,001 - $15,000 | — |
| Dec 2, 2025 | MCK | Buy | $1,001 - $15,000 | — |
| Oct 10, 2025 | JNJ | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 10, 2025 | TXN | Sell (Partial)Oversight | $15,001 - $50,000 | — |
| Oct 10, 2025 | TXN | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Oct 10, 2025 | TSM | BuyOversight | $1,001 - $15,000 | — |
| Oct 10, 2025 | SHW | Sell (Partial) | $15,001 - $50,000 | — |
| Oct 10, 2025 | SHW | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 10, 2025 | MCK | Buy | $1,001 - $15,000 | — |
| Oct 10, 2025 | GS | Buy | $15,001 - $50,000 | — |
| Oct 10, 2025 | GS | Buy | $1,001 - $15,000 | — |
| Oct 10, 2025 | DELL | BuyOversight | $15,001 - $50,000 | — |
| Oct 10, 2025 | DELL | BuyOversight | $1,001 - $15,000 | — |
| Oct 10, 2025 | CSCO | BuyOversight | $15,001 - $50,000 | — |
| Oct 10, 2025 | CSCO | BuyOversight | $1,001 - $15,000 | — |
| Oct 10, 2025 | CARR | Sell (Partial) | $1,001 - $15,000 | — |
| Oct 10, 2025 | AVGO | BuyOversight | $15,001 - $50,000 | +14.2% |
| Oct 10, 2025 | AVGO | BuyOversight | $1,001 - $15,000 | +14.2% |
| Oct 10, 2025 | AXP | Buy | $15,001 - $50,000 | — |
| Oct 10, 2025 | AXP | Buy | $1,001 - $15,000 | — |
| May 15, 2025 | UNH | Sell (Partial) | $1,001 - $15,000 | — |
| May 15, 2025 | CI | Buy | $1,001 - $15,000 | — |
| May 15, 2025 | HCA | Buy | $1,001 - $15,000 | — |
| Apr 16, 2025 | NVDA | BuyOversight | $1,001 - $15,000 | — |
| Apr 16, 2025 | AMGN | Buy | $1,001 - $15,000 | — |
| Apr 10, 2025 | GS | Sell (Partial) | $15,001 - $50,000 | — |
| Apr 10, 2025 | GS | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 10, 2025 | SBUX | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | LIN | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | ITW | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | HON | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | GS | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | CAT | Buy | $1,001 - $15,000 | +214.3% |
| Apr 7, 2025 | CARR | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | ADI | BuyOversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | AMZN | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | ACN | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | ABBV | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | LMT | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | TXN | BuyOversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | SYK | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | SO | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | SHW | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | QCOM | BuyOversight | $1,001 - $15,000 | +32.4% |
| Apr 7, 2025 | V | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | TJX | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | LECO | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Apr 7, 2025 | NVDA | BuyOversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | ORCL | BuyOversight | $1,001 - $15,000 | — |
| Apr 7, 2025 | PEP | Buy | $1,001 - $15,000 | — |
| Apr 7, 2025 | TSCO | Buy | $1,001 - $15,000 | — |
| Mar 11, 2025 | NVDA | BuyOversight | $1,001 - $15,000 | — |
| Mar 11, 2025 | AVGO | Sell (Partial)Oversight | $15,001 - $50,000 | +95.1% |
| Mar 10, 2025 | ELV | Sell (Partial) | $1,001 - $15,000 | — |
| Mar 10, 2025 | TJX | Buy | $1,001 - $15,000 | — |
| Mar 10, 2025 | GLDW | Buy | $1,001 - $15,000 | — |
| Mar 10, 2025 | AVGO | Sell (Partial)Oversight | $1,001 - $15,000 | +101.0% |
| Mar 10, 2025 | NVDA | BuyOversight | $1,001 - $15,000 | — |
| Feb 13, 2025 | WST | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | MRK | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | CNI | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | ABBV | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | SYK | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | ABT | Sell (Partial) | $1,001 - $15,000 | — |
| Jan 15, 2025 | MCK | Buy | $1,001 - $15,000 | — |
| Jan 15, 2025 | GS | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | ACN | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | ADI | BuyOversight | $1,001 - $15,000 | — |
| Nov 8, 2024 | ATO | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | BRK.B | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | AVGO | BuyOversight | $1,001 - $15,000 | +101.9% |
| Nov 8, 2024 | AOS | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 8, 2024 | GOOG | BuyOversight | $1,001 - $15,000 | — |
| Nov 8, 2024 | AMZN | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | CVX | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 8, 2024 | CMI | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | XOM | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 8, 2024 | HD | Buy | $1,001 - $15,000 | -16.5% |
| Nov 8, 2024 | JNJ | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | JPM | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | LIN | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | LMT | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | MCD | Buy | $1,001 - $15,000 | -10.5% |
| Nov 8, 2024 | MRK | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | META | BuyOversight | $1,001 - $15,000 | — |
| Nov 8, 2024 | NVDA | BuyOversight | $1,001 - $15,000 | — |
| Nov 8, 2024 | ORCL | BuyOversight | $1,001 - $15,000 | — |
| Nov 8, 2024 | PEP | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | QCOM | BuyOversight | $1,001 - $15,000 | +0.5% |
| Nov 8, 2024 | SBCF | Sell (Partial) | $15,001 - $50,000 | — |
| Nov 8, 2024 | SBCF | Sell (Partial) | $50,001 - $100,000 | — |
| Nov 8, 2024 | SHW | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | TXN | BuyOversight | $1,001 - $15,000 | — |
| Nov 8, 2024 | XLE | Buy | $15,001 - $50,000 | — |
| Nov 8, 2024 | TMUS | BuyOversight | $1,001 - $15,000 | — |
| Nov 8, 2024 | TSCO | Buy | $1,001 - $15,000 | — |
| Nov 8, 2024 | WST | Sell (Partial) | $1,001 - $15,000 | — |
| Nov 8, 2024 | ELV | Buy | $1,001 - $15,000 | — |
| Jul 17, 2024 | CMCSA | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 5, 2024 | ABT | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | CMCSA | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Jul 5, 2024 | AVGO | BuyOversight | $1,001 - $15,000 | +117.7% |
| Jul 5, 2024 | AMZN | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | ATO | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | JPM | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | BRK.B | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | LIN | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | WEC | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | WM | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | GWW | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | WM | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | SNA | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | TD | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | SO | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | LOW | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | FDS | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | SHW | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | ROP | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | PNC | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | MA | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | NVDA | BuyOversight | $1,001 - $15,000 | — |
| Jul 5, 2024 | CB | Buy | $1,001 - $15,000 | +39.5% |
| Jul 5, 2024 | NOC | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | ORCL | BuyOversight | $1,001 - $15,000 | — |
| Jul 5, 2024 | ZTS | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | ALL | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 5, 2024 | ELV | Buy | $1,001 - $15,000 | — |
| Jul 5, 2024 | MDLZ | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 1, 2024 | BBY | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 1, 2024 | LMT | Buy | $1,001 - $15,000 | — |
| Jul 1, 2024 | WEC | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 1, 2024 | TSCO | Buy | $1,001 - $15,000 | — |
| Jul 1, 2024 | TD | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 1, 2024 | SNA | Buy | $1,001 - $15,000 | — |
| Jul 1, 2024 | NOC | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 1, 2024 | NEE | Buy | $1,001 - $15,000 | — |
| Jul 1, 2024 | GOOG | BuyOversight | $1,001 - $15,000 | — |
| Jul 1, 2024 | PNC | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 1, 2024 | MDLZ | Buy | $1,001 - $15,000 | — |
| Jul 1, 2024 | ELV | Buy | $1,001 - $15,000 | — |
| Jul 1, 2024 | FDS | Buy | $1,001 - $15,000 | — |
| Jul 1, 2024 | JNJ | Buy | $1,001 - $15,000 | — |
| Jul 1, 2024 | JPM | Buy | $1,001 - $15,000 | — |
| Feb 13, 2024 | SO | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 13, 2024 | LMT | Buy | $1,001 - $15,000 | — |
| Feb 13, 2024 | RPM | Buy | $1,001 - $15,000 | — |
| Feb 13, 2024 | SPGI | Buy | $1,001 - $15,000 | — |
| Feb 13, 2024 | TMUS | BuyOversight | $1,001 - $15,000 | — |
| Feb 13, 2024 | AAPL | BuyOversight | $1,001 - $15,000 | — |
| Feb 13, 2024 | ABT | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 13, 2024 | GOOG | BuyOversight | $1,001 - $15,000 | — |
| Feb 13, 2024 | UNH | Buy | $1,001 - $15,000 | — |
| Feb 13, 2024 | NEE | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 13, 2024 | ELV | Buy | $1,001 - $15,000 | — |
| Feb 1, 2024 | APD | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 1, 2024 | ELV | Buy | $1,001 - $15,000 | — |
| Feb 1, 2024 | NKE | Sell (Partial) | $1,001 - $15,000 | — |
| Feb 1, 2024 | SNA | Buy | $1,001 - $15,000 | — |
| Feb 1, 2024 | FDS | Buy | $1,001 - $15,000 | — |
| Feb 1, 2024 | MDLZ | Buy | $1,001 - $15,000 | — |
| Feb 1, 2024 | KMB | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | ZTS | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | WST | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | DIS | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 28, 2023 | TSCO | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | TMUS | BuyOversight | $1,001 - $15,000 | — |
| Dec 28, 2023 | SYY | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | SHW | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | ROP | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | PFE | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | META | BuyOversight | $1,001 - $15,000 | — |
| Dec 28, 2023 | MRK | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | MDT | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | JKHY | Sell (Partial)Oversight | $1,001 - $15,000 | — |
| Dec 28, 2023 | HRL | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | LLY | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | DG | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | BBY | Sell (Partial) | $1,001 - $15,000 | — |
| Dec 28, 2023 | ADI | BuyOversight | $1,001 - $15,000 | — |
| Dec 28, 2023 | MCD | Buy | $1,001 - $15,000 | -9.5% |
| Dec 28, 2023 | COST | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | CAT | Sell (Partial) | $1,001 - $15,000 | +196.5% |
| Dec 28, 2023 | BRO | Buy | $1,001 - $15,000 | — |
| Dec 28, 2023 | GOOG | BuyOversight | $1,001 - $15,000 | — |
| Dec 26, 2023 | TMUS | BuyOversight | $1,001 - $15,000 | — |
| Dec 14, 2023 | SBCF | Sell (Partial) | $15,001 - $50,000 | — |
| Sep 27, 2023 | TGT | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 27, 2023 | RTX | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 27, 2023 | CMI | Buy | $1,001 - $15,000 | — |
| Sep 1, 2023 | TSCO | Buy | $1,001 - $15,000 | — |
| Sep 1, 2023 | MSFT | BuyOversight | $1,001 - $15,000 | — |
| Sep 1, 2023 | ATO | Buy | $1,001 - $15,000 | — |
| Sep 1, 2023 | MRK | Buy | $1,001 - $15,000 | — |
| Sep 1, 2023 | PFE | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 1, 2023 | LLY | Buy | $1,001 - $15,000 | — |
| Sep 1, 2023 | SYY | Sell (Partial) | $1,001 - $15,000 | — |
| Sep 1, 2023 | LIN | Buy | $1,001 - $15,000 | — |
| Sep 1, 2023 | AAPL | BuyOversight | $1,001 - $15,000 | — |
| Sep 1, 2023 | NKE | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | LOW | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | MA | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | MRK | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | PG | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | PEG | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | RJF | Sell (Partial) | $100,001 - $250,000 | — |
| Jul 14, 2023 | ROP | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | SPGI | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | MSFT | BuyOversight | $1,001 - $15,000 | — |
| Jul 14, 2023 | SO | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | NEE | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | SBUX | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | STE | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | TGT | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | TXN | BuyOversight | $1,001 - $15,000 | — |
| Jul 14, 2023 | UNH | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | PEP | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | V | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | GWW | Buy | $15,001 - $50,000 | — |
| Jul 14, 2023 | WEC | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | WST | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | ACN | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | AOS | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | GOOG | BuyOversight | $1,001 - $15,000 | — |
| Jul 14, 2023 | AMGN | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | ADI | BuyOversight | $1,001 - $15,000 | — |
| Jul 14, 2023 | ADP | BuyOversight | $1,001 - $15,000 | — |
| Jul 14, 2023 | BRK.B | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | CVX | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | C | Sell (Partial) | $15,001 - $50,000 | — |
| Jul 14, 2023 | COST | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | DG | Sell (Partial) | $1,001 - $15,000 | — |
| Jul 14, 2023 | XOM | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | HD | Buy | $1,001 - $15,000 | +7.1% |
| Jul 14, 2023 | HRL | Buy | $1,001 - $15,000 | — |
| Jul 14, 2023 | MCD | Buy | $1,001 - $15,000 | -9.2% |
| Jul 14, 2023 | INTC | Sell (Partial)Oversight | $15,001 - $50,000 | — |