Jefferson ShreveDéclaration
Annual Report | Déposée le 12 Aug 2026
Cette déclaration financière du Congrès déposée par Jefferson Shreve (annual report) contient 596 transactions boursières. Elle a été déposée le 12 août 2026. Les titres déclarés incluent SVSPX, MRP, AMD, UBER, ZTS et 248 autres. En vertu du STOCK Act, les membres du Congrès sont tenus de divulguer leurs transactions sur titres sous 45 jours.
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Nom du politicien
Jefferson ShreveType de déclaration
Annual Report
Date de dépôt
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 | Inconnu | $500,001 - $1,000,000 | Monthly Dividend Reinvestment |