Lucia Kay McBathFiling

Annual Report | Filed on 11 Sept 2026

This congressional financial disclosure from Lucia Kay McBath (annual report) contains 510 stock trades. It was filed on 11 September 2026. Reported tickers include CHRW, BRK.B, SBUX, COP, GOOG, and 217 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.

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Politician Name

Lucia Kay McBath

Filing Type

Annual Report

Filed Date

11 Sept 2026

View Original Filing (PDF)

Transactions

510 transactions


McCormick & Company, Inco... MKC	P	30 Dec 2025	$1,001 - $15,000	-
Synopsys, Inc. - Common S... SNPS	P	30 Dec 2025	$1,001 - $15,000	-
First Solar, Inc. - Commo... FSLR	S (partial)	30 Dec 2025	$1,001 - $15,000	-
Kroger Company KR	P	30 Dec 2025	$1,001 - $15,000	-
HCA Healthcare, Inc. Comm... HCA	P	30 Dec 2025	$1,001 - $15,000	-
Wingstop Inc. - Common St... WING	P	30 Dec 2025	$1,001 - $15,000	-
Elanco Animal Health Inco... ELAN	S	30 Dec 2025	$1,001 - $15,000	-
Werner Enterprises, Inc. ... WERN	P	30 Dec 2025	$1,001 - $15,000	-
SAP SE ADS SAP	S (partial)	30 Dec 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	S (partial)	30 Dec 2025	$1,001 - $15,000	-
NXP Semiconductors N.V. -... NXPI	S	30 Dec 2025	$1,001 - $15,000	-
Amphenol Corporation Comm... APH	S (partial)	30 Dec 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	S (partial)	30 Dec 2025	$1,001 - $15,000	-
Compass, Inc. Class A Com... COMP	P	30 Dec 2025	$1,001 - $15,000	-
Amdocs Limited - Ordinary... DOX	S	30 Dec 2025	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	S (partial)	30 Dec 2025	$1,001 - $15,000	-
Mosaic Company MOS	P	30 Dec 2025	$1,001 - $15,000	-
Lam Research Corporation ... LRCX	S (partial)	30 Dec 2025	$1,001 - $15,000	-
Cardinal Health, Inc. Com... CAH	S (partial)	30 Dec 2025	$1,001 - $15,000	-
Norfolk Southern Corporat... NSC	S	30 Dec 2025	$1,001 - $15,000	-
US Foods Holding Corp. Co... USFD	S (partial)	30 Dec 2025	$1,001 - $15,000	-
GE Vernova Inc. Common St... GEV	S (partial)	30 Dec 2025	$1,001 - $15,000	-
Arthur J. Gallagher & Co.... AJG	P	30 Dec 2025	$1,001 - $15,000	-
Cognizant Technology Solu... CTSH	S	30 Dec 2025	$1,001 - $15,000	-
United Parcel Service, In... UPS	P	30 Dec 2025	$1,001 - $15,000	-
Welltower Inc. Common Sto... WELL	P	30 Dec 2025	$1,001 - $15,000	-
Eversource Energy ES	P	30 Dec 2025	$1,001 - $15,000	-
Astera Labs, Inc. - Commo... ALAB	S (partial)	30 Dec 2025	$1,001 - $15,000	-
Rollins, Inc. Common Stoc... ROL	S	29 Dec 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	P	19 Dec 2025	$1,001 - $15,000	-
NXP Semiconductors N.V. -... NXPI	S (partial)	19 Dec 2025	$1,001 - $15,000	-
Norfolk Southern Corporat... NSC	S (partial)	19 Dec 2025	$1,001 - $15,000	-
ExxonMobil Holdings Corpo... XOM	S (partial)	19 Dec 2025	$1,001 - $15,000	-
Bank of America Corporati... BAC	S (partial)	19 Dec 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	S (partial)	19 Dec 2025	$1,001 - $15,000	-
CoreWeave, Inc. - Class A... CRWV	S	19 Dec 2025	$1,001 - $15,000	-
Elanco Animal Health Inco... ELAN	S (partial)	19 Dec 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	19 Dec 2025	$1,001 - $15,000	-
Oracle Corporation Common... ORCL	P	19 Dec 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	P	19 Dec 2025	$1,001 - $15,000	-
Sprouts Farmers Market, I... SFM	P	19 Dec 2025	$1,001 - $15,000	-
Marvell Technology, Inc. ... MRVL	S (partial)	19 Dec 2025	$1,001 - $15,000	-
Meta Platforms, Inc. - Cl... META	P	19 Dec 2025	$1,001 - $15,000	-
Palantir Technologies Inc... PLTR	P	19 Dec 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	P	19 Dec 2025	$1,001 - $15,000	-
CSX Corporation - Common ... CSX	S	19 Dec 2025	$1,001 - $15,000	-
Brinker International, In... EAT	P	19 Dec 2025	$1,001 - $15,000	-
Twilio Inc. Class A Commo... TWLO	P	19 Dec 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	P	19 Dec 2025	$1,001 - $15,000	-
L3Harris Technologies, In... LHX	S (partial)	19 Dec 2025	$1,001 - $15,000	-
Western Digital Corporati... WDC	P	19 Dec 2025	$1,001 - $15,000	-
Martin Marietta Materials... MLM	P	19 Dec 2025	$1,001 - $15,000	-
Visa Inc. V	P	19 Dec 2025	$1,001 - $15,000	-
Biogen Inc. - Common Stoc... BIIB	P	19 Dec 2025	$1,001 - $15,000	-
Baxter International Inc.... BAX	P	19 Dec 2025	$1,001 - $15,000	-
lululemon athletica inc. ... LULU	S (partial)	19 Dec 2025	$1,001 - $15,000	-
Exact Sciences Corporatio... EXAS	S	19 Dec 2025	$1,001 - $15,000	-
Republic Services, Inc. C... RSG	P	19 Dec 2025	$1,001 - $15,000	-
American Tower Corporatio... AMT	P	16 Dec 2025	$1,001 - $15,000	-
Rollins, Inc. Common Stoc... ROL	P	8 Dec 2025	$1,001 - $15,000	-
Tyler Technologies, Inc. ... TYL	P	8 Dec 2025	$1,001 - $15,000	-
United Rentals, Inc. Comm... URI	S	8 Dec 2025	$1,001 - $15,000	-
HCA Healthcare, Inc. Comm... HCA	P	8 Dec 2025	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	P	2 Dec 2025	$1,001 - $15,000	-
Booking Holdings Inc. - C... BKNG	S (partial)	2 Dec 2025	$1,001 - $15,000	-
Verisk Analytics, Inc. - ... VRSK	P	2 Dec 2025	$1,001 - $15,000	-
United Airlines Holdings,... UAL	P	2 Dec 2025	$1,001 - $15,000	-
Walt Disney Company DIS	P	2 Dec 2025	$1,001 - $15,000	-
Spotify Technology S.A. O... SPOT	S	2 Dec 2025	$1,001 - $15,000	-
Rollins, Inc. Common Stoc... ROL	P	2 Dec 2025	$1,001 - $15,000	-
ExlService Holdings, Inc.... EXLS	P	2 Dec 2025	$1,001 - $15,000	-
Marsh & McLennan Companie... MMC	P	2 Dec 2025	$1,001 - $15,000	-
Berkshire Hathaway Inc. N... BRK.B	P	2 Dec 2025	$1,001 - $15,000	-
Cummins Inc. Common Stock CMI	P	2 Dec 2025	$1,001 - $15,000	-
NXP Semiconductors N.V. -... NXPI	S (partial)	2 Dec 2025	$1,001 - $15,000	-
HCA Healthcare, Inc. Comm... HCA	P	2 Dec 2025	$1,001 - $15,000	-
Target Corporation Common... TGT	P	2 Dec 2025	$1,001 - $15,000	-
Boeing Company BA	P	2 Dec 2025	$1,001 - $15,000	-
Quanta Services, Inc. Com... PWR	S (partial)	2 Dec 2025	$1,001 - $15,000	-
Vulcan Materials Company VMC	P	2 Dec 2025	$1,001 - $15,000	-
Sherwin-Williams Company SHW	S	2 Dec 2025	$1,001 - $15,000	-
Carpenter Technology Corp... CRS	S	2 Dec 2025	$1,001 - $15,000	-
Norfolk Southern Corporat... NSC	S (partial)	2 Dec 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	S (partial)	2 Dec 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	P	2 Dec 2025	$1,001 - $15,000	-
Exact Sciences Corporatio... EXAS	S (partial)	2 Dec 2025	$1,001 - $15,000	-
Cencora, Inc. Common Stoc... COR	P	2 Dec 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	2 Dec 2025	$1,001 - $15,000	-
Tyler Technologies, Inc. ... TYL	P	2 Dec 2025	$1,001 - $15,000	-
DraftKings Inc. - Class A... DKNG	P	2 Dec 2025	$1,001 - $15,000	-
Constellation Energy Corp... CEG	P	2 Dec 2025	$1,001 - $15,000	-
MercadoLibre, Inc. - Comm... MELI	S	20 Nov 2025	$1,001 - $15,000	-
Brown Forman Inc Class B ... BF.B	P	19 Nov 2025	$1,001 - $15,000	-
Keurig Dr Pepper Inc. - C... KDP	P	19 Nov 2025	$1,001 - $15,000	-
Constellation Energy Corp... CEG	P	19 Nov 2025	$1,001 - $15,000	-
Booking Holdings Inc. - C... BKNG	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Cencora, Inc. Common Stoc... COR	P	19 Nov 2025	$1,001 - $15,000	-
FedEx Corporation Common ... FDX	P	19 Nov 2025	$1,001 - $15,000	-
MercadoLibre, Inc. - Comm... MELI	S	19 Nov 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Tyler Technologies, Inc. ... TYL	P	19 Nov 2025	$1,001 - $15,000	-
Deere & Company Common St... DE	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Elanco Animal Health Inco... ELAN	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Brown & Brown, Inc. Commo... BRO	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Marsh & McLennan Companie... MMC	P	19 Nov 2025	$1,001 - $15,000	-
Builders FirstSource, Inc... BLDR	S	19 Nov 2025	$1,001 - $15,000	-
United Parcel Service, In... UPS	P	19 Nov 2025	$1,001 - $15,000	-
Wells Fargo & Company Com... WFC	S (partial)	19 Nov 2025	$1,001 - $15,000	-
AstraZeneca PLC - America... AZN	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Mondelez International, I... MDLZ	P	19 Nov 2025	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	P	19 Nov 2025	$1,001 - $15,000	-
United Airlines Holdings,... UAL	S	19 Nov 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Comcast Corporation - Cla... CMCSA	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Spotify Technology S.A. O... SPOT	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Amphenol Corporation Comm... APH	S (partial)	19 Nov 2025	$1,001 - $15,000	-
Constellation Energy Corp... CEG	P	13 Nov 2025	$1,001 - $15,000	-
Vulcan Materials Company VMC	P	13 Nov 2025	$1,001 - $15,000	-
Progressive Corporation PGR	S	13 Nov 2025	$1,001 - $15,000	-
Cencora, Inc. Common Stoc... COR	P	13 Nov 2025	$1,001 - $15,000	-
Comcast Corporation - Cla... CMCSA	S (partial)	13 Nov 2025	$1,001 - $15,000	-
Apollo Global Management,... APO	P	13 Nov 2025	$1,001 - $15,000	-
Toll Brothers, Inc. Commo... TOL	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Corteva, Inc. Common Stoc... CTVA	P	12 Nov 2025	$1,001 - $15,000	-
Apollo Global Management,... APO	P	12 Nov 2025	$1,001 - $15,000	-
CVS Health Corporation Co... CVS	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Verisk Analytics, Inc. - ... VRSK	P	12 Nov 2025	$1,001 - $15,000	-
Willis Towers Watson Publ... WTW	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Edison International Comm... EIX	S	12 Nov 2025	$1,001 - $15,000	-
Spotify Technology S.A. O... SPOT	P	12 Nov 2025	$1,001 - $15,000	-
Vulcan Materials Company VMC	P	12 Nov 2025	$1,001 - $15,000	-
KLA Corporation - Common ... KLAC	P	12 Nov 2025	$1,001 - $15,000	-
Coherent Corp. Common Sto... COHR	P	12 Nov 2025	$1,001 - $15,000	-
Comcast Corporation - Cla... CMCSA	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Mondelez International, I... MDLZ	P	12 Nov 2025	$1,001 - $15,000	-
GE Aerospace Common Stock GE	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Lumentum Holdings Inc. - ... LITE	P	12 Nov 2025	$1,001 - $15,000	-
United Parcel Service, In... UPS	P	12 Nov 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Keurig Dr Pepper Inc. - C... KDP	P	12 Nov 2025	$1,001 - $15,000	-
Cullen/Frost Bankers, Inc... CFR	S	12 Nov 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Five Below, Inc. - Common... FIVE	S	12 Nov 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	P	12 Nov 2025	$1,001 - $15,000	-
Kenvue Inc. Common Stock KVUE	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Builders FirstSource, Inc... BLDR	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Amphenol Corporation Comm... APH	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Textron Inc. Common Stock TXT	P	12 Nov 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	S (partial)	12 Nov 2025	$1,001 - $15,000	-
Accenture plc Class A Ord... ACN	P	3 Nov 2025	$1,001 - $15,000	-
Watsco, Inc. Common Stock WSO	S	3 Nov 2025	$1,001 - $15,000	-
General Mills, Inc. Commo... GIS	S	3 Nov 2025	$1,001 - $15,000	-
Pepsico, Inc. PEP	P	31 Oct 2025	$1,001 - $15,000	-
PepsiCo, Inc. - Common St... PEP	P	31 Oct 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Vertiv Holdings, LLC Clas... VRT	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Lennar Corporation Class ... LEN	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Wells Fargo & Company Com... WFC	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Charles Schwab Corporatio... SCHW	S	30 Oct 2025	$1,001 - $15,000	-
Allison Transmission Hold... ALSN	P	30 Oct 2025	$1,001 - $15,000	-
M&T Bank Corporation Comm... MTB	P	30 Oct 2025	$1,001 - $15,000	-
Marsh & McLennan Companie... MMC	P	30 Oct 2025	$1,001 - $15,000	-
Colgate-Palmolive Company... CL	P	30 Oct 2025	$1,001 - $15,000	-
Elanco Animal Health Inco... ELAN	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Kenvue Inc. Common Stock KVUE	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Republic Services, Inc. C... RSG	P	30 Oct 2025	$1,001 - $15,000	-
Apollo Global Management,... APO	P	30 Oct 2025	$1,001 - $15,000	-
Deere & Company Common St... DE	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Synopsys, Inc. - Common S... SNPS	P	30 Oct 2025	$1,001 - $15,000	-
Bruker Corporation - Comm... BRKR	P	30 Oct 2025	$1,001 - $15,000	-
QUALCOMM Incorporated - C... QCOM	P	30 Oct 2025	$1,001 - $15,000	-
GE Vernova Inc. Common St... GEV	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Crown Castle Inc. Common ... CCI	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Procter & Gamble Company PG	P	30 Oct 2025	$1,001 - $15,000	-
Keurig Dr Pepper Inc. - C... KDP	P	30 Oct 2025	$1,001 - $15,000	-
Westinghouse Air Brake Te... WAB	P	30 Oct 2025	$1,001 - $15,000	-
Tyson Foods, Inc. Common ... TSN	S	30 Oct 2025	$1,001 - $15,000	-
Accenture plc Class A Ord... ACN	P	30 Oct 2025	$1,001 - $15,000	-
The Bank of New York Mell... BK	P	30 Oct 2025	$1,001 - $15,000	-
Oracle Corporation Common... ORCL	P	30 Oct 2025	$1,001 - $15,000	-
CVS Health Corporation Co... CVS	S (partial)	30 Oct 2025	$1,001 - $15,000	-
FIRST QUANTUM MINERALS FQVLF	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Watsco, Inc. Common Stock WSO	S	30 Oct 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Amer Sports, Inc. Ordinar... AS	S	30 Oct 2025	$1,001 - $15,000	-
Waste Connections, Inc. C... WCN	P	30 Oct 2025	$1,001 - $15,000	-
American Express Company ... AXP	S	30 Oct 2025	$1,001 - $15,000	-
Gen Digital Inc. - Common... GEN	P	30 Oct 2025	$1,001 - $15,000	-
Advanced Micro Devices, I... AMD	P	30 Oct 2025	$1,001 - $15,000	-
Applovin Corporation - Cl... APP	S (partial)	30 Oct 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	P	30 Oct 2025	$1,001 - $15,000	-
Spotify Technology S.A. O... SPOT	S (partial)	3 Oct 2025	$1,001 - $15,000	-
Lockheed Martin Corporati... LMT	P	29 Sept 2025	$1,001 - $15,000	-
Dow Inc. Common Stock DOW	P	29 Sept 2025	$1,001 - $15,000	-
Realty Income Corporation... O	P	29 Sept 2025	$1,001 - $15,000	-
American Water Works Comp... AWK	S	29 Sept 2025	$1,001 - $15,000	-
Amcor Financial Corp AFCL	P	29 Sept 2025	$1,001 - $15,000	-
PepsiCo, Inc. - Common St... PEP	S (partial)	29 Sept 2025	$1,001 - $15,000	-
Arthur J. Gallagher & Co.... AJG	P	29 Sept 2025	$1,001 - $15,000	-
Fidelity National Financi... FNF	P	17 Sept 2025	$1,001 - $15,000	-
Marriott International - ... MAR	P	17 Sept 2025	$1,001 - $15,000	-
Spotify Technology S.A. O... SPOT	S (partial)	17 Sept 2025	$1,001 - $15,000	-
GoDaddy Inc. Class A Comm... GDDY	P	17 Sept 2025	$1,001 - $15,000	-
Wells Fargo & Company Com... WFC	S (partial)	17 Sept 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	P	17 Sept 2025	$1,001 - $15,000	-
Intuit Inc. - Common Stoc... INTU	S	17 Sept 2025	$1,001 - $15,000	-
LVMH-MOET H/L/V UNSP/ADR LVMUY	P	17 Sept 2025	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	P	17 Sept 2025	$1,001 - $15,000	-
McKesson Corporation Comm... MCK	P	17 Sept 2025	$1,001 - $15,000	-
FedEx Corporation Common ... FDX	P	17 Sept 2025	$1,001 - $15,000	-
BJ's Wholesale Club Holdi... BJ	S (partial)	17 Sept 2025	$1,001 - $15,000	-
Tapestry, Inc. Common Sto... TPR	S	17 Sept 2025	$1,001 - $15,000	-
Mohawk Industries, Inc. C... MHK	P	17 Sept 2025	$1,001 - $15,000	-
Snap Inc. Class A Common ... SNAP	S (partial)	17 Sept 2025	$1,001 - $15,000	-
Celestica, Inc. Common St... CLS	S (partial)	17 Sept 2025	$1,001 - $15,000	-
Walgreens Boots Alliance,... WBA	S	28 Aug 2025	$1,001 - $15,000	-
Meta Platforms, Inc. - Cl... META	P	21 Aug 2025	$1,001 - $15,000	-
PERNOD RICARD S A SP/ADR PRNDY	P	21 Aug 2025	$1,001 - $15,000	-
Tapestry, Inc. Common Sto... TPR	S (partial)	21 Aug 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	P	21 Aug 2025	$1,001 - $15,000	-
GoDaddy Inc. Class A Comm... GDDY	P	21 Aug 2025	$1,001 - $15,000	-
Elanco Animal Health Inco... ELAN	S (partial)	21 Aug 2025	$1,001 - $15,000	-
Roblox Corporation Class ... RBLX	P	21 Aug 2025	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	P	21 Aug 2025	$1,001 - $15,000	-
Brown & Brown, Inc. Commo... BRO	P	21 Aug 2025	$1,001 - $15,000	-
BioNTech SE - American De... BNTX	P	21 Aug 2025	$1,001 - $15,000	-
Allison Transmission Hold... ALSN	P	21 Aug 2025	$1,001 - $15,000	-
PepsiCo, Inc. - Common St... PEP	P	21 Aug 2025	$1,001 - $15,000	-
Mosaic Company MOS	P	21 Aug 2025	$1,001 - $15,000	-
Chipotle Mexican Grill, I... CMG	P	21 Aug 2025	$1,001 - $15,000	-
PayPal Holdings, Inc. - C... PYPL	P	21 Aug 2025	$1,001 - $15,000	-
Crown Castle Inc. Common ... CCI	S (partial)	21 Aug 2025	$1,001 - $15,000	-
Salesforce, Inc. Common S... CRM	P	21 Aug 2025	$1,001 - $15,000	-
Tyler Technologies, Inc. ... TYL	S	21 Aug 2025	$1,001 - $15,000	-
Walt Disney Company DIS	P	21 Aug 2025	$1,001 - $15,000	-
Target Corporation Common... TGT	P	21 Aug 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	P	21 Aug 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	P	21 Aug 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	P	21 Aug 2025	$1,001 - $15,000	-
Booking Holdings Inc. - C... BKNG	P	21 Aug 2025	$1,001 - $15,000	-
CAPGEMINI SE UNSP/ADR CGEMY	S	21 Aug 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	P	21 Aug 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	21 Aug 2025	$1,001 - $15,000	-
Delta Air Lines, Inc. Com... DAL	S (partial)	19 Aug 2025	$1,001 - $15,000	-
Applovin Corporation - Cl... APP	P	19 Aug 2025	$1,001 - $15,000	-
ServiceNow, Inc. Common S... NOW	S (partial)	19 Aug 2025	$1,001 - $15,000	-
Cummins Inc. Common Stock CMI	P	19 Aug 2025	$1,001 - $15,000	-
GE Aerospace Common Stock GE	S (partial)	19 Aug 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	P	19 Aug 2025	$1,001 - $15,000	-
Palo Alto Networks, Inc. ... PANW	S	19 Aug 2025	$1,001 - $15,000	-
Mohawk Industries, Inc. C... MHK	P	19 Aug 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	P	19 Aug 2025	$1,001 - $15,000	-
Deere & Company Common St... DE	S (partial)	19 Aug 2025	$1,001 - $15,000	-
Quanta Services, Inc. Com... PWR	S (partial)	19 Aug 2025	$1,001 - $15,000	-
United Airlines Holdings,... UAL	P	19 Aug 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	S (partial)	19 Aug 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	S (partial)	19 Aug 2025	$1,001 - $15,000	-
ServiceNow, Inc. Common S... NOW	S (partial)	19 Aug 2025	$1,001 - $15,000	-
Copart, Inc. - Common Sto... CPRT	S (partial)	19 Aug 2025	$1,001 - $15,000	-
KLA Corporation - Common ... KLAC	P	19 Aug 2025	$1,001 - $15,000	-
First Solar, Inc. - Commo... FSLR	S (partial)	19 Aug 2025	$1,001 - $15,000	-
Palo Alto Networks, Inc. ... PANW	S	19 Aug 2025	$1,001 - $15,000	-
Tyler Technologies, Inc. ... TYL	S (partial)	19 Aug 2025	$1,001 - $15,000	-
Rivian Automotive, Inc. -... RIVN	S	19 Aug 2025	$1,001 - $15,000	-
PayPal Holdings, Inc. - C... PYPL	P	19 Aug 2025	$1,001 - $15,000	-
Boeing Company BA	P	19 Aug 2025	$1,001 - $15,000	-
C.H. Robinson Worldwide, ... CHRW	P	7 Aug 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S (partial)	7 Aug 2025	$1,001 - $15,000	-
Kroger Company KR	P	7 Aug 2025	$1,001 - $15,000	-
Mosaic Company MOS	P	7 Aug 2025	$1,001 - $15,000	-
Amphenol Corporation Comm... APH	S (partial)	7 Aug 2025	$1,001 - $15,000	-
GE Vernova Inc. Common St... GEV	S (partial)	7 Aug 2025	$1,001 - $15,000	-
The Bank of New York Mell... BK	S	7 Aug 2025	$1,001 - $15,000	-
Western Digital Corporati... WDC	S	7 Aug 2025	$1,001 - $15,000	-
Pacific Gas & Electric Co... PCG	S (partial)	7 Aug 2025	$1,001 - $15,000	-
Tyler Technologies, Inc. ... TYL	S (partial)	7 Aug 2025	$1,001 - $15,000	-
United Rentals, Inc. Comm... URI	P	7 Aug 2025	$1,001 - $15,000	-
United Parcel Service, In... UPS	P	7 Aug 2025	$1,001 - $15,000	-
ExxonMobil Holdings Corpo... XOM	P	7 Aug 2025	$1,001 - $15,000	-
Eli Lilly and Company Com... LLY	S (partial)	7 Aug 2025	$1,001 - $15,000	-
Copart, Inc. - Common Sto... CPRT	S (partial)	7 Aug 2025	$1,001 - $15,000	-
Johnson Controls Internat... JCI	S	7 Aug 2025	$1,001 - $15,000	-
Brown Forman Inc Class B ... BF.B	P	7 Aug 2025	$1,001 - $15,000	-
Tapestry, Inc. Common Sto... TPR	S (partial)	7 Aug 2025	$1,001 - $15,000	-
KLA Corporation - Common ... KLAC	P	7 Aug 2025	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	P	7 Aug 2025	$1,001 - $15,000	-
Edison International Comm... EIX	S (partial)	7 Aug 2025	$1,001 - $15,000	-
Johnson Controls Internat... JCI	S	7 Aug 2025	$1,001 - $15,000	-
Deere & Company Common St... DE	S (partial)	7 Aug 2025	$1,001 - $15,000	-
Palantir Technologies Inc... PLTR	P	7 Aug 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	7 Aug 2025	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	P	7 Aug 2025	$1,001 - $15,000	-
United Rentals, Inc. Comm... URI	P	7 Aug 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	S (partial)	7 Aug 2025	$1,001 - $15,000	-
Republic Services, Inc. C... RSG	P	7 Aug 2025	$1,001 - $15,000	-
TopBuild Corp. Common Sto... BLD	P	7 Aug 2025	$1,001 - $15,000	-
GE Aerospace Common Stock GE	S (partial)	7 Aug 2025	$1,001 - $15,000	-
Procter & Gamble Company PG	P	7 Aug 2025	$1,001 - $15,000	-
PayPal Holdings, Inc. - C... PYPL	P	7 Aug 2025	$1,001 - $15,000	-
Morgan Stanley Common Sto... MS	S (partial)	25 Jul 2025	$1,001 - $15,000	-
Okta, Inc. - Class A Comm... OKTA	S	25 Jul 2025	$1,001 - $15,000	-
Kroger Company KR	P	25 Jul 2025	$1,001 - $15,000	-
Brown Forman Inc Class B ... BF.B	P	25 Jul 2025	$1,001 - $15,000	-
BioNTech SE - American De... BNTX	S (partial)	25 Jul 2025	$1,001 - $15,000	-
Toll Brothers, Inc. Commo... TOL	P	25 Jul 2025	$1,001 - $15,000	-
CME Group Inc. - Class A ... CME	P	25 Jul 2025	$1,001 - $15,000	-
Newmont Corporation NEM	P	25 Jul 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	25 Jul 2025	$1,001 - $15,000	-
FedEx Corporation Common ... FDX	P	25 Jul 2025	$1,001 - $15,000	-
Arista Networks, Inc. Com... ANET	P	25 Jul 2025	$1,001 - $15,000	-
Brown & Brown, Inc. Commo... BRO	P	25 Jul 2025	$1,001 - $15,000	-
M&T Bank Corporation Comm... MTB	P	25 Jul 2025	$1,001 - $15,000	-
United Parcel Service, In... UPS	P	25 Jul 2025	$1,001 - $15,000	-
Arista Networks, Inc. Com... ANET	P	25 Jul 2025	$1,001 - $15,000	-
Brinker International, In... EAT	S	25 Jul 2025	$1,001 - $15,000	-
Copart, Inc. - Common Sto... CPRT	S (partial)	25 Jul 2025	$1,001 - $15,000	-
Annaly Capital Management... NLY	P	25 Jul 2025	$1,001 - $15,000	-
Intuit Inc. - Common Stoc... INTU	S (partial)	25 Jul 2025	$1,001 - $15,000	-
lululemon athletica inc. ... LULU	P	25 Jul 2025	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	P	25 Jul 2025	$1,001 - $15,000	-
KLA Corporation - Common ... KLAC	P	25 Jul 2025	$1,001 - $15,000	-
Exact Sciences Corporatio... EXAS	P	25 Jul 2025	$1,001 - $15,000	-
Comcast Corporation - Cla... CMCSA	P	25 Jul 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S (partial)	25 Jul 2025	$1,001 - $15,000	-
Diageo plc Common Stock DEO	P	25 Jul 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	S (partial)	25 Jul 2025	$1,001 - $15,000	-
GE Aerospace Common Stock GE	S (partial)	25 Jul 2025	$1,001 - $15,000	-
Wells Fargo & Company Com... WFC	S (partial)	25 Jul 2025	$1,001 - $15,000	-
3M Company Common Stock MMM	S	25 Jul 2025	$1,001 - $15,000	-
Carvana Co. Class A Commo... CVNA	S (partial)	14 Jul 2025	$1,001 - $15,000	-
Brown & Brown, Inc. Commo... BRO	P	14 Jul 2025	$1,001 - $15,000	-
Centene Corporation Commo... CNC	S	14 Jul 2025	$1,001 - $15,000	-
Estee Lauder Companies, I... EL	P	14 Jul 2025	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	P	14 Jul 2025	$1,001 - $15,000	-
CVS Health Corporation Co... CVS	S (partial)	14 Jul 2025	$1,001 - $15,000	-
DBA Sempra Common Stock SRE	S	14 Jul 2025	$1,001 - $15,000	-
GE Aerospace Common Stock GE	S (partial)	14 Jul 2025	$1,001 - $15,000	-
Kenvue Inc. Common Stock KVUE	S (partial)	14 Jul 2025	$1,001 - $15,000	-
Centene Corporation Commo... CNC	S	14 Jul 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	14 Jul 2025	$1,001 - $15,000	-
Gartner, Inc. Common Stoc... IT	S	14 Jul 2025	$1,001 - $15,000	-
Toll Brothers, Inc. Commo... TOL	P	14 Jul 2025	$1,001 - $15,000	-
Haleon plc American Depos... HLN	S (partial)	14 Jul 2025	$1,001 - $15,000	-
Leidos Holdings, Inc. Com... LDOS	P	14 Jul 2025	$1,001 - $15,000	-
Emerson Electric Company ... EMR	P	14 Jul 2025	$1,001 - $15,000	-
Affirm Holdings, Inc. - C... AFRM	P	14 Jul 2025	$1,001 - $15,000	-
Arista Networks, Inc. Com... ANET	P	14 Jul 2025	$1,001 - $15,000	-
ConocoPhillips Common Sto... COP	P	14 Jul 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock AAPL	S (partial)	14 Jul 2025	$1,001 - $15,000	-
Salesforce, Inc. Common S... CRM	P	14 Jul 2025	$1,001 - $15,000	-
Sherwin-Williams Company SHW	S (partial)	14 Jul 2025	$1,001 - $15,000	-
The Cigna Group Common St... CI	S (partial)	14 Jul 2025	$1,001 - $15,000	-
Brown Forman Inc Class B ... BF.B	P	14 Jul 2025	$1,001 - $15,000	-
Berkshire Hathaway Inc. N... BRK.B	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Alphabet Inc. - Class C C... GOOG	P	3 Jul 2025	$1,001 - $15,000	-
Emerson Electric Company ... EMR	P	3 Jul 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S (partial)	3 Jul 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	3 Jul 2025	$1,001 - $15,000	-
McKesson Corporation Comm... MCK	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Salesforce, Inc. Common S... CRM	P	3 Jul 2025	$1,001 - $15,000	-
Brown Forman Inc Class B ... BF.B	P	3 Jul 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock AAPL	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Southern Company SO	S	3 Jul 2025	$1,001 - $15,000	-
Edison International Comm... EIX	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Mosaic Company MOS	P	3 Jul 2025	$1,001 - $15,000	-
Gartner, Inc. Common Stoc... IT	S (partial)	3 Jul 2025	$1,001 - $15,000	-
The J.M. Smucker Company ... SJM	S	3 Jul 2025	$1,001 - $15,000	-
H&R Block, Inc. Common St... HRB	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	P	3 Jul 2025	$1,001 - $15,000	-
Brown & Brown, Inc. Commo... BRO	P	3 Jul 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Kenvue Inc. Common Stock KVUE	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Amazon.com, Inc. - Common... AMZN	P	3 Jul 2025	$1,001 - $15,000	-
Booking Holdings Inc. - C... BKNG	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Berkshire Hathaway Inc. N... BRK.B	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Lennar Corporation Class ... LEN	P	3 Jul 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	3 Jul 2025	$1,001 - $15,000	-
Meta Platforms, Inc. - Cl... META	P	3 Jul 2025	$1,001 - $15,000	-
FirstEnergy Corp. Common ... FE	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Haleon plc American Depos... HLN	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Johnson & Johnson Common ... JNJ	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Pacific Gas & Electric Co... PCG	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	3 Jul 2025	$1,001 - $15,000	-
Procter & Gamble Company PG	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Coca-Cola Company KO	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	P	3 Jul 2025	$1,001 - $15,000	-
The Travelers Companies, ... TRV	S (partial)	3 Jul 2025	$1,001 - $15,000	-
DBA Sempra Common Stock SRE	S (partial)	3 Jul 2025	$1,001 - $15,000	-
Salesforce, Inc. Common S... CRM	P	23 Jun 2025	$1,001 - $15,000	-
Progressive Corporation PGR	P	6 Jun 2025	$1,001 - $15,000	-
The Hartford Insurance Gr... HIG	P	6 Jun 2025	$1,001 - $15,000	-
Vulcan Materials Company VMC	S (partial)	6 Jun 2025	$1,001 - $15,000	-
Blackstone Inc. Common St... BX	S	6 Jun 2025	$1,001 - $15,000	-
Delta Air Lines, Inc. Com... DAL	S (partial)	28 May 2025	$1,001 - $15,000	-
Pfizer, Inc. Common Stock PFE	P	28 May 2025	$1,001 - $15,000	-
Berkshire Hathaway Inc. N... BRK.B	S (partial)	22 May 2025	$1,001 - $15,000	-
CME Group Inc. - Class A ... CME	P	22 May 2025	$1,001 - $15,000	-
Ingersoll Rand Inc. Commo... IR	S	22 May 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S (partial)	7 May 2025	$1,001 - $15,000	-
Taiwan Semiconductor Manu... TSM	P	7 May 2025	$1,001 - $15,000	-
Eli Lilly and Company Com... LLY	S (partial)	7 May 2025	$1,001 - $15,000	-
ConocoPhillips Common Sto... COP	P	30 Apr 2025	$1,001 - $15,000	-
Blackstone Inc. Common St... BX	P	30 Apr 2025	$1,001 - $15,000	-
KLA Corporation - Common ... KLAC	S	30 Apr 2025	$1,001 - $15,000	-
Arista Networks, Inc. Com... ANET	S	17 Apr 2025	$1,001 - $15,000	-
Arista Networks, Inc. Com... ANET	P	17 Apr 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	P	17 Apr 2025	$1,001 - $15,000	-
Merck & Company, Inc. Com... MRK	S (partial)	14 Apr 2025	$1,001 - $15,000	-
American Water Works Comp... AWK	P	14 Apr 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	8 Apr 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	S (partial)	8 Apr 2025	$1,001 - $15,000	-
ServiceNow, Inc. Common S... NOW	P	8 Apr 2025	$1,001 - $15,000	-
Oracle Corporation Common... ORCL	S (partial)	8 Apr 2025	$1,001 - $15,000	-
KKR & Co. Inc. Common Sto... KKR	P	8 Apr 2025	$1,001 - $15,000	-
LPL Financial Holdings In... LPLA	S	2 Apr 2025	$1,001 - $15,000	-
MercadoLibre, Inc. - Comm... MELI	P	14 Mar 2025	$1,001 - $15,000	-
Spotify Technology S.A. O... SPOT	P	14 Mar 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	S (partial)	14 Mar 2025	$1,001 - $15,000	-
LPL Financial Holdings In... LPLA	P	7 Mar 2025	$1,001 - $15,000	-
Thermo Fisher Scientific ... TMO	S	7 Mar 2025	$1,001 - $15,000	-
Palo Alto Networks, Inc. PANW	P	7 Mar 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock AAPL	S	25 Feb 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	P	25 Feb 2025	$1,001 - $15,000	-
Crown Castle Inc. Common ... CCI	P	25 Feb 2025	$1,001 - $15,000	-
Pfizer, Inc. Common Stock PFE	P	25 Feb 2025	$1,001 - $15,000	-
Marvell Technology, Inc. ... MRVL	P	21 Feb 2025	$1,001 - $15,000	-
AMETEK, Inc. AME	S	4 Feb 2025	$1,001 - $15,000	-
Netflix, Inc. - Common St... NFLX	P	4 Feb 2025	$1,001 - $15,000	-
Intuit Inc. - Common Stoc... INTU	S (partial)	4 Feb 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	24 Jan 2025	$1,001 - $15,000	-
Broadcom Inc. - Common St... AVGO	S (partial)	24 Jan 2025	$1,001 - $15,000	-
Siemens AG American Depos... SIEGY	S (partial)	24 Jan 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	P	24 Jan 2025	$1,001 - $15,000	-
Morgan Stanley Common Sto... MS	P	24 Jan 2025	$1,001 - $15,000	-
FedEx Corporation Common ... FDX	S	24 Jan 2025	$1,001 - $15,000	-
Capital One Financial Cor... COF	P	24 Jan 2025	$1,001 - $15,000	-
Walt Disney Company DIS	S (partial)	24 Jan 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	P	24 Jan 2025	$1,001 - $15,000	-
Northrop Grumman Corporat... NOC	S (partial)	24 Jan 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S (partial)	24 Jan 2025	$1,001 - $15,000	-
JP Morgan Chase & Co. Com... JPM	P	24 Jan 2025	$1,001 - $15,000	-
C.H. Robinson Worldwide, ... CHRW	P	24 Jan 2025	$1,001 - $15,000	-
Johnson & Johnson Common ... JNJ	S (partial)	24 Jan 2025	$1,001 - $15,000	-
The AES Corporation Commo... AES	S	24 Jan 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	S (partial)	24 Jan 2025	$1,001 - $15,000	-
Tesla, Inc. - Common Stoc... TSLA	P	24 Jan 2025	$1,001 - $15,000	-
Capital One Financial Cor... COF	P	24 Jan 2025	$1,001 - $15,000	-
DEUTSCHE POST AG S/ADR DHLGY	S	24 Jan 2025	$1,001 - $15,000	-
FedEx Corporation Common ... FDX	S	24 Jan 2025	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	S (partial)	24 Jan 2025	$1,001 - $15,000	-
Morgan Stanley Common Sto... MS	P	24 Jan 2025	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	S (partial)	24 Jan 2025	$1,001 - $15,000	-
Builders FirstSource, Inc... BLDR	P	24 Jan 2025	$1,001 - $15,000	-
3M Company Common Stock MMM	P	24 Jan 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	14 Jan 2025	$1,001 - $15,000	-
Elevance Health, Inc. Com... ELV	S	14 Jan 2025	$1,001 - $15,000	-
Starbucks Corporation - C... SBUX	P	9 Jan 2025	$1,001 - $15,000	-
Elevance Health, Inc. Com... ELV	S	9 Jan 2025	$1,001 - $15,000	-
UnitedHealth Group Incorp... UNH	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Realty Income Corporation... O	S	9 Jan 2025	$1,001 - $15,000	-
Analog Devices, Inc. - Co... ADI	S	9 Jan 2025	$1,001 - $15,000	-
Open Text Corporation - C... OTEX	S	9 Jan 2025	$1,001 - $15,000	-
The Cigna Group Common St... CI	P	9 Jan 2025	$1,001 - $15,000	-
McKesson Corporation Comm... MCK	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Elanco Animal Health Inco... ELAN	P	9 Jan 2025	$1,001 - $15,000	-
Centene Corporation Commo... CNC	P	9 Jan 2025	$1,001 - $15,000	-
American Eagle Outfitters... AEO	S	9 Jan 2025	$1,001 - $15,000	-
Micron Technology, Inc. -... MU	P	9 Jan 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	S	9 Jan 2025	$1,001 - $15,000	-
Agilent Technologies, Inc... A	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Roblox Corporation Class ... RBLX	P	9 Jan 2025	$1,001 - $15,000	-
ASML Holding N.V. - New Y... ASML	P	9 Jan 2025	$1,001 - $15,000	-
Amer Sports, Inc. Ordinar... AS	P	9 Jan 2025	$1,001 - $15,000	-
Airbus Group Unsponsored ... EADSY	S (partial)	9 Jan 2025	$1,001 - $15,000	-
AbbVie Inc. Common Stock ABBV	P	9 Jan 2025	$1,001 - $15,000	-
Advanced Micro Devices, I... AMD	S	9 Jan 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Adobe Inc. - Common Stock ADBE	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Newmont Corporation NEM	S	9 Jan 2025	$1,001 - $15,000	-
Amgen Inc. - Common Stock AMGN	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Celestica, Inc. Common St... CLS	P	9 Jan 2025	$1,001 - $15,000	-
Kenvue Inc. Common Stock KVUE	P	9 Jan 2025	$1,001 - $15,000	-
Alphabet Inc. - Class A C... GOOGL	P	9 Jan 2025	$1,001 - $15,000	-
Uber Technologies, Inc. C... UBER	P	9 Jan 2025	$1,001 - $15,000	-
HCA Healthcare, Inc. Comm... HCA	S	9 Jan 2025	$1,001 - $15,000	-
DBA Sempra Common Stock SRE	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Medtronic plc. Ordinary S... MDT	S	9 Jan 2025	$1,001 - $15,000	-
Apple Inc. - Common Stock AAPL	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Comcast Corporation - Cla... CMCSA	S	9 Jan 2025	$1,001 - $15,000	-
Affirm Holdings, Inc. - C... AFRM	P	9 Jan 2025	$1,001 - $15,000	-
American Tower Corporatio... AMT	S	9 Jan 2025	$1,001 - $15,000	-
NVIDIA Corporation - Comm... NVDA	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Pacific Gas & Electric Co... PCG	P	9 Jan 2025	$1,001 - $15,000	-
Cisco Systems, Inc. - Com... CSCO	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Intuit Inc. - Common Stoc... INTU	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Lyft, Inc. - Class A Comm... LYFT	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Medtronic plc. Ordinary S... MDT	S	9 Jan 2025	$1,001 - $15,000	-
Walt Disney Company DIS	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Delta Air Lines, Inc. Com... DAL	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Roper Technologies, Inc. ROP	S	9 Jan 2025	$1,001 - $15,000	-
Novo Nordisk A/S Common S... NVO	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Lockheed Martin Corporati... LMT	P	9 Jan 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	S (partial)	9 Jan 2025	$1,001 - $15,000	-
NXP Semiconductors N.V. -... NXPI	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Zoetis Inc. Class A Commo... ZTS	S (partial)	9 Jan 2025	$1,001 - $15,000	-
Microsoft Corporation - C... MSFT	S (partial)	9 Jan 2025	$1,001 - $15,000	-