Jefferson ShreveFiling
Annual Report | Filed on 12 Aug 2026
This congressional financial disclosure from Jefferson Shreve (annual report) filed on August 12, 2026 contains 596 stock trades including SVSPX, MRP, AMD, UBER, ZTS and 248 more. Under the STOCK Act, members of Congress must disclose securities transactions within 45 days.
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Politician Name
Jefferson ShreveFiling Type
Annual Report
Filed Date
12 Aug 2026
Transactions
596 transactions
FNSXX | S (partial) | 26 Dec 2025 | $5,000,001 - $25,000,000 | Account Rebalance |
FLCNX | S (partial) | 18 Dec 2025 | $1,001 - $15,000 | Account Rebalance |
SVSPX | S (partial) | 18 Dec 2025 | $1,001 - $15,000 | Account Rebalance |
FLCNX | S (partial) | 18 Nov 2025 | $1,001 - $15,000 | Account Rebalance |
SVSPX | S (partial) | 18 Nov 2025 | $1,001 - $15,000 | Account Rebalance |
FNSXX | S (partial) | 17 Nov 2025 | $5,000,001 - $25,000,000 | Account Rebalance |
FNSXX | P | 17 Oct 2025 | $5,000,001 - $25,000,000 | Account Rebalance |
SVSPX | S (partial) | 17 Oct 2025 | $1,001 - $15,000 | Account Rebalance |
LVIP Franklin Templeton M... | S (partial) | 15 Oct 2025 | $15,001 - $50,000 | Account Rebalance |
LALDX | P | 15 Oct 2025 | $50,001 - $100,000 | Account Rebalance |
TEMFX | P | 15 Oct 2025 | $1,001 - $15,000 | Account Rebalance |
PGBOX | P | 15 Oct 2025 | $15,001 - $50,000 | Account Rebalance |
REBAX | P | 15 Oct 2025 | $1,001 - $15,000 | Account Rebalance |
FNSXX | P | 26 Sept 2025 | $100,001 - $250,000 | Account Rebalance |
SVSPX | S (partial) | 18 Sept 2025 | $1,001 - $15,000 | Account Rebalance |
FLCNX | S (partial) | 18 Sept 2025 | $1,001 - $15,000 | Account Rebalance |
FNSXX | P | 27 Aug 2025 | $5,000,001 - $25,000,000 | Account Rebalance |
FLCNX | S (partial) | 18 Aug 2025 | $1,001 - $15,000 | Account Rebalance |
SVSPX | S (partial) | 18 Aug 2025 | $1,001 - $15,000 | Account Rebalance |
FNSXX | P | 6 Aug 2025 | $5,000,001 - $25,000,000 | Account Rebalance |
SVSPX | S (partial) | 18 Jul 2025 | $1,001 - $15,000 | Account Rebalance |
FLCNX | S (partial) | 18 Jul 2025 | $1,001 - $15,000 | Account Rebalance |
TEMFX | S (partial) | 15 Jul 2025 | $15,001 - $50,000 | Account Rebalance |
FLCNX | S (partial) | 15 Jul 2025 | $100,001 - $250,000 | Account Rebalance |
LALDX | P | 15 Jul 2025 | $100,001 - $250,000 | Account Rebalance |
LVIP Franklin Templeton M... | S (partial) | 15 Jul 2025 | $15,001 - $50,000 | Account Rebalance |
FIVUX | S (partial) | 15 Jul 2025 | $1,001 - $15,000 | Account Rebalance |
PGBOX | P | 15 Jul 2025 | $100,001 - $250,000 | Account Rebalance |
SVSPX | S (partial) | 15 Jul 2025 | $50,001 - $100,000 | Account Rebalance |
REBAX | P | 15 Jul 2025 | $50,001 - $100,000 | Account Rebalance |
FLCNX | S (partial) | 18 Jun 2025 | $1,001 - $15,000 | Account Rebalance |
SVSPX | S (partial) | 18 Jun 2025 | $1,001 - $15,000 | Account Rebalance |
FLCNX | S (partial) | 16 May 2025 | $1,001 - $15,000 | Account Rebalance |
SVSPX | S (partial) | 16 May 2025 | $1,001 - $15,000 | Account Rebalance |
ZTS | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
BA | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
APP | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ADP | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
ADI | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
MCD | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ELV | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
WDAY | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
CRWD | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CB | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CWST | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
WELL | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
COR | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
DAL | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
OXY | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SHW | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
V | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
AXON | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
RPD | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
AMGN | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CSX | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
AEO | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
MMM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
MCK | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ADSK | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
EPAM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
O | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
DHR | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
AZO | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
ISRG | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SNOW | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SJM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
DASH | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CEG | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
PANW | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ADBE | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
EXPO | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
TDG | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CAT | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
MSTR | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
NVDA | S | 12 May 2025 | $500,001 - $1,000,000 | Account Closing |
IDA | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
META | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
UNP | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ROST | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ORCL | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CVX | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
A | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
DE | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
CBOE | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
AMAT | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
GEV | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
OGE | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
UBER | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
PHM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
PRU | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
HUBB | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SPGI | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
LOW | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ORI | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
PSX | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
AAPL | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
GILD | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ALNY | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
HOMB | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
NEE | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
BKE | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
LFUS | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CNO | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
AKAM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
TT | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
TSLA | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
CTAS | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
BAC | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
INTU | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
CRL | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
LMT | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
LNG | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CPRT | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
NDAQ | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
GS | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
THG | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
TTWO | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
IBM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
RCL | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
AWK | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
JNJ | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
NEM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
DXCM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
BSX | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
MSFT | S | 12 May 2025 | $500,001 - $1,000,000 | Account Closing |
MRVL | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
WDC | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
HD | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
APTV | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
UCB | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
NET | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
AVGO | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
GOOGL | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
AMT | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
LEN | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
VRTX | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
XOM | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
COST | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
DVN | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
LIN | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
ABT | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
CI | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
AMD | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
TJX | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
KO | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
WMT | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
HAL | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
AXP | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
RTX | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
ANET | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
TTD | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
PYPL | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
IDXX | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
LRCX | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SBAC | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
PRI | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
KR | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
DFS | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
BMY | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
LULU | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
FIS | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
BRK.B | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
CMG | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
MTCH | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
BLK | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
SCHW | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SPOT | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
GM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
PG | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
ACGL | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
PLTR | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
HIW | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
VZ | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
PEP | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
DIS | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CME | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CG | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
CSCO | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
EW | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
CNC | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
NI | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
RGLD | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
DG | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CHTR | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
BKNG | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
JPM | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
SNPS | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
NFLX | S | 12 May 2025 | $100,001 - $250,000 | Account Closing |
ALB | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
BUSE | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
WMB | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
FI | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
WBD | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
COIN | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SYY | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
RLI | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
BALL | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CSGP | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CCI | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
MA | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
PGR | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
CVS | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
PWR | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
CCL | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CTRA | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SNDR | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
WFC | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
ARES | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
AIG | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
SYK | S | 12 May 2025 | $50,001 - $100,000 | Account Closing |
ZM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CRM | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
MPC | S | 12 May 2025 | $15,001 - $50,000 | Account Closing |
CRL | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AXP | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NVDA | P | 8 May 2025 | $100,001 - $250,000 | Portfolio Rebalance |
LEN | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
GE | P | 8 May 2025 | $50,001 - $100,000 | Portfolio Rebalance |
BAC | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
GS | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CRM | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TTD | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PANW | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
COIN | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ORCL | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ISRG | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
OXY | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DIS | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ADBE | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DVN | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AEO | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HAL | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AMD | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CEG | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MSFT | P | 8 May 2025 | $500,001 - $1,000,000 | Portfolio Rebalance |
DXCM | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CCL | P | 8 May 2025 | $15,001 - $50,000 | Portfolio Rebalance |
FNSXX | P | 21 Apr 2025 | $5,000,001 - $25,000,000 | Account Rebalance |
BUSE | S (partial) | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CMG | P | 17 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
UPS | S (partial) | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SVSPX | S (partial) | 17 Apr 2025 | $1,001 - $15,000 | Account Rebalance |
HEI.A | S (partial) | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LFUS | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
FBIN | S | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ABBV | S | 17 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
AVGO | S (partial) | 17 Apr 2025 | $100,001 - $250,000 | Portfolio Rebalance |
MRK | S | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
A | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
STAG | S | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SNPS | P | 17 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
FLCNX | S (partial) | 17 Apr 2025 | $1,001 - $15,000 | Account Rebalance |
CAT | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CG | S (partial) | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LULU | S (partial) | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SYK | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ROST | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
WDC | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AMAT | P | 17 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
ARES | P | 17 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
ADSK | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ZTS | S (partial) | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SPGI | P | 17 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
CSX | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
META | S (partial) | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NEE | P | 17 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SVSPX | P | 15 Apr 2025 | $100,001 - $250,000 | Account Rebalance |
LVIP Franklin Templeton M... | S (partial) | 15 Apr 2025 | $15,001 - $50,000 | Account Rebalance |
LALDX | S (partial) | 15 Apr 2025 | $50,001 - $100,000 | Account Rebalance |
PGBOX | S (partial) | 15 Apr 2025 | $100,001 - $250,000 | Account Rebalance |
REBAX | S (partial) | 15 Apr 2025 | $15,001 - $50,000 | Account Rebalance |
FLCNX | P | 15 Apr 2025 | $100,001 - $250,000 | Account Rebalance |
FIVUX | P | 15 Apr 2025 | $100,001 - $250,000 | Account Rebalance |
TEMFX | S (partial) | 15 Apr 2025 | $100,001 - $250,000 | Account Rebalance |
Pembroke Pines FL Cap Imp... | S | 14 Apr 2025 | $1,001 - $15,000 | Portfolio Rebalance |
STAG | S (partial) | 11 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
COP | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
WMT | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SPOT | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MCD | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HRI | S | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
KEYS | S (partial) | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NFLX | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CLX | S (partial) | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CCI | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LOW | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
WY | S | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SLB | S | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AMGN | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AMAT | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
XYZ | S (partial) | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LGIH | S | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PFE | S | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LMT | P | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NSC | S | 11 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AMD | S (partial) | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
UBER | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
RGEN | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CCL | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HOMB | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LECO | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
APP | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MRVL | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
HON | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DXCM | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TJX | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DIS | S (partial) | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BALL | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DVN | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AVB | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
UPS | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
LRCX | S (partial) | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TMO | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TGT | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CRM | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PEP | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SNDK | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CG | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
PYPL | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
V | S (partial) | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BLK | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
VST | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TXN | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
COP | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MS | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ADBE | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
INTU | P | 7 Apr 2025 | $100,001 - $250,000 | Portfolio Rebalance |
ISRG | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LNG | S (partial) | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MU | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SNDR | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CFG | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SBUX | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ZTS | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CBOE | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
RGLD | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DHR | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
APTV | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HRI | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AWK | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MSFT | S | 7 Apr 2025 | $250,001 - $500,000 | Portfolio Rebalance |
ALB | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NVDA | S (partial) | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
AKAM | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HAL | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
VLO | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
REGN | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
FIS | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ANET | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ECL | P | 7 Apr 2025 | $100,001 - $250,000 | Portfolio Rebalance |
QCOM | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CVX | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
FCX | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
OXY | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
XOM | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MA | S (partial) | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LULU | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HOG | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
IFF | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HD | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
GS | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
GE | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TT | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
CTAS | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
META | S (partial) | 7 Apr 2025 | $100,001 - $250,000 | Portfolio Rebalance |
MTCH | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PSX | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MCHP | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LIN | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
AAPL | P | 7 Apr 2025 | $100,001 - $250,000 | Portfolio Rebalance |
UNH | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
STAG | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
IDXX | P | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
PLD | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
EW | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HLT | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PANW | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BKNG | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DFS | S (partial) | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
RPD | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TTD | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BC | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BAC | S | 7 Apr 2025 | $50,001 - $100,000 | Portfolio Rebalance |
TDG | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BKE | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ORCL | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
WDAY | P | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
INTC | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
GEN | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AXP | S | 7 Apr 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LRCX | P | 31 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
LAZ | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HOG | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TTD | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
UCB | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AAPL | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CZR | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ADI | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PWR | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ITT | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HUBB | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TXN | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SPG | S | 31 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
FNSXX | S (partial) | 31 Mar 2025 | $1,000,001 - $5,000,000 | Account Rebalance |
APD | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NUE | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CMCSA | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
XYZ | P | 31 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
ACN | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TCGXX | P | 31 Mar 2025 | $1,001 - $15,000 | Portfolio Rebalance |
NOW | S | 31 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
COST | S (partial) | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
COIN | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
UNH | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
EPAM | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NVDA | S (partial) | 31 Mar 2025 | $100,001 - $250,000 | Portfolio Rebalance |
HNI | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AKAM | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TCGXX | P | 31 Mar 2025 | $1,001 - $15,000 | Portfolio Rebalance |
BLK | P | 31 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
NSC | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
GILD | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AMD | P | 31 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
VICR | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
IEX | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DD | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CEG | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NKE | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
RPD | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LEN | S | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HD | P | 31 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SVSPX | S (partial) | 18 Mar 2025 | $1,001 - $15,000 | Account Rebalance |
FLCNX | S (partial) | 18 Mar 2025 | $1,001 - $15,000 | Account Rebalance |
TCGXX | P | 17 Mar 2025 | $1,001 - $15,000 | Portfolio Rebalance |
TCGXX | S (partial) | 14 Mar 2025 | $1,001 - $15,000 | Portfolio Rebalance |
VRTX | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AMAT | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
IDXX | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SNPS | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PRU | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AIG | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
WDC | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ROST | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AON | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
VLO | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DAL | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CBOE | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
EXPO | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
FBIN | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ARES | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AVGO | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CZR | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
JPM | S (partial) | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LFUS | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HAL | S (partial) | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ADSK | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
INTC | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SLB | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TXN | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SYK | S (partial) | 13 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
CAT | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BUSE | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
WY | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
A | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CSX | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HEI.A | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CMG | S | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NEM | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
RLI | S (partial) | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HIW | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
WFC | P | 13 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TCGXX | P | 6 Mar 2025 | $100,001 - $250,000 | Portfolio Rebalance |
PYPL | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SNDR | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HOMB | S (partial) | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
JNJ | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DG | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HRI | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LGIH | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MCD | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
VSH | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DIS | S (partial) | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BDX | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CG | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NVT | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NUE | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
GS | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MPC | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
APP | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BKE | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
VST | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PCVX | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ADI | S (partial) | 5 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
ANET | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CBOE | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MRVL | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
COP | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ORCL | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TDG | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SYY | S (partial) | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
VICR | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
IDA | S (partial) | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AMD | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AXP | S (partial) | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TGT | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BALL | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CNC | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AXON | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LRCX | S (partial) | 5 Mar 2025 | $50,001 - $100,000 | Portfolio Rebalance |
HIW | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TT | S | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ZTS | P | 5 Mar 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TCGXX | S (partial) | 3 Mar 2025 | $1,001 - $15,000 | Portfolio Rebalance |
MRP | E | 24 Feb 2025 | $1,001 - $15,000 | Portfolio Rebalance |
ALB | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CSGP | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HOPE | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HAL | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TTD | S | 24 Feb 2025 | $1,001 - $15,000 | Portfolio Rebalance |
LOW | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PFE | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NVT | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
APP | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MSFT | S (partial) | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
XYZ | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LIN | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AVGO | P | 24 Feb 2025 | $100,001 - $250,000 | Portfolio Rebalance |
RPD | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ACGL | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BC | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
RTX | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
QCOM | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
DVN | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
GE | P | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
OXY | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CMCSA | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CAT | S (partial) | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
SNDK | E | 24 Feb 2025 | $1,001 - $15,000 | Portfolio Rebalance |
MRK | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NSC | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PLD | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PRI | S (partial) | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MRP | S | 24 Feb 2025 | $1,001 - $15,000 | Portfolio Rebalance |
ELV | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
FIS | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
IEX | S (partial) | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
UNP | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HD | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BA | S (partial) | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PG | S (partial) | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
ORCL | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ABBV | P | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
HUBB | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ITT | S (partial) | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
AMGN | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
JNJ | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
LEN | S (partial) | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
VRTX | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
UPS | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
AKAM | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
XOM | P | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
BLK | S | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
AVB | S (partial) | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
NVDA | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
SHW | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
EPAM | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
TJX | S (partial) | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
APD | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PWR | S | 24 Feb 2025 | $50,001 - $100,000 | Portfolio Rebalance |
RGLD | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
MSTR | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
EXPO | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
HOG | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
UNH | S | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
PHM | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
CI | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
INTU | S (partial) | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
ADBE | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
BUSE | P | 24 Feb 2025 | $15,001 - $50,000 | Portfolio Rebalance |
FLCNX | S (partial) | 18 Feb 2025 | $1,001 - $15,000 | Account Rebalance |
SVSPX | S (partial) | 18 Feb 2025 | $1,001 - $15,000 | Account Rebalance |
FNSXX | P | 7 Feb 2025 | $100,001 - $250,000 | Account Rebalance |
FNSXX | S (partial) | 28 Jan 2025 | $1,001 - $15,000 | Account Rebalance |
FNSXX | S (partial) | 28 Jan 2025 | $1,001 - $15,000 | Account Rebalance |
SVSPX | S (partial) | 17 Jan 2025 | $1,001 - $15,000 | Account Rebalance |
FLCNX | S (partial) | 17 Jan 2025 | $1,001 - $15,000 | Account Rebalance |
Comcast 6.50% maturing 11... | P | 16 Jan 2025 | $15,001 - $50,000 | Part of monthly rebalance |
LALDX | S (partial) | 15 Jan 2025 | $1,001 - $15,000 | Account Rebalance |
LVIP Franklin Templeton M... | P | 15 Jan 2025 | $15,001 - $50,000 | NIMCRUT Account Rebalance |
REBAX | P | 15 Jan 2025 | $1,001 - $15,000 | Account Rebalance |
SVSPX | S (partial) | 15 Jan 2025 | $50,001 - $100,000 | Account Rebalance |
FIVUX | S (partial) | 15 Jan 2025 | $1,001 - $15,000 | Account Rebalance |
FLCNX | S (partial) | 15 Jan 2025 | $50,001 - $100,000 | Account Rebalance |
PGBOX | P | 15 Jan 2025 | $15,001 - $50,000 | Account Rebalance |
TEMFX | P | 15 Jan 2025 | $50,001 - $100,000 | Account Rebalance |
FNSXX | P | Unknown | $500,001 - $1,000,000 | Monthly Dividend Reinvestment |