KEVIN HERN

kevin hern

House / Republican / Oklahoma
"Kevin Hern is a U.S. Representative from Oklahoma, focusing on business policy and economic growth."

Net Worth Est.

$107.04M

Trade volume

$40.31M

Total trades

673

Last Traded

Jan. 29, 2025
  • Trades
  • Current Portfolio
  • Networth

Trade volume

Top Traded Sectors

  • Electronic technology

    116

  • Finance

    107

  • Technology services

    71

  • Health technology

    55

  • Energy minerals

    54

  • Retail trade

    50

  • Industrial services

    23

  • Health services

    18

  • Utilities

    18

  • Process industries

    17

Trade Volume$40.31M
Total Trades673
Ticker
Transaction
Transaction on
Description
Change Since Trade
Copy Trade
-

Ft Vest Total Return Income

Purchase

$100,001 - $250,000

Jan 29, 2025

Reported on

Jan 29, 2025
Buy Open
----
JNJ
JNJ

Johnson & Johnson

Sale

$100,001 - $250,000

Dec 31, 2024

Reported on

Dec 31, 2024
Stock, Bonds, Efts, & Mutual Funds
AGCO
AGCO

AGCO

Sale

$50,001 - $100,000

Dec 31, 2024

Reported on

Dec 31, 2024
Sell To Close
DXCM
DXCM

DexCom

Sale

$50,001 - $100,000

Dec 31, 2024

Reported on

Dec 31, 2024
Sell To Close
EL
EL

Estee Lauder Cos

Sale

$15,001 - $50,000

Dec 31, 2024

Reported on

Dec 31, 2024
Sell To Close
INTC
INTC

Intel

Sale

$50,001 - $100,000

Dec 31, 2024

Reported on

Dec 31, 2024
Sell To Close
DVN
DVN

Devon Energy

Sale (Partial)

$250,001 - $500,000

Dec 31, 2024

Reported on

Dec 31, 2024
Rebalance Position Toward Original Allocation
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 12, 2024

Reported on

Dec 12, 2024
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 10, 2024

Reported on

Dec 10, 2024
Dividend Reinvestment
-

Citigroup Mtn 9/1/2026 [Cs]

Sale

$500,001 - $1,000,000

Dec 03, 2024

Reported on

Dec 03, 2024
Note Called By The Issuer. Position Closed
----
-

Federal Farm Credit Banks

Sale

$100,001 - $250,000

Nov 18, 2024

Reported on

Nov 18, 2024
Ilit
----
MCD
MCD

McDonald's

Purchase

$100,001 - $250,000

Oct 29, 2024

Reported on

Oct 29, 2024
---
-

United States Treas Bills

Sale

$1,000,001 - $5,000,000

Oct 03, 2024

Reported on

Oct 03, 2024
---
----
-

United States Treas Bills

Sale

$100,001 - $250,000

Oct 03, 2024

Reported on

Oct 03, 2024
---
----
-

Citigroup Mtn 9/1/2026 [Cs]

Sale

$250,001 - $500,000

Sep 23, 2024

Reported on

Sep 23, 2024
Full Call. Redeemed By The Issuer
----
-

Barclays Bank Series A Mtn 1/22/27

Sale

$250,001 - $500,000

Jul 26, 2024

Reported on

Jul 26, 2024
Note Called By Issuer
----
-

Bank Of Montreal Mtn 4/19/27 [Cs]

Sale

$250,001 - $500,000

Jul 19, 2024

Reported on

Jul 19, 2024
Note Called By Issuer 7/19/24
----
CB
CB

Chubb

Purchase

$1,001 - $15,000

Jul 08, 2024

Reported on

Jul 08, 2024
Dividend Reinvestment
-

Inland Real Estate Income Trust [Ps]

Purchase

$1,001 - $15,000

Jul 08, 2024

Reported on

Jul 08, 2024
Stock, Bonds, Efts, & Mutual Funds
----
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jun 28, 2024

Reported on

Jun 28, 2024
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 28, 2024

Reported on

Jun 28, 2024
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 28, 2024

Reported on

Jun 28, 2024
Dividend Reinvestment
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Jun 25, 2024

Reported on

Jun 25, 2024
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 24, 2024

Reported on

Jun 24, 2024
Stock, Bonds, Efts, & Mutual Funds
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Jun 21, 2024

Reported on

Jun 21, 2024
Dividend Reinvestment
AGCO
AGCO

AGCO

Purchase

$1,001 - $15,000

Jun 20, 2024

Reported on

Jun 20, 2024
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jun 17, 2024

Reported on

Jun 17, 2024
Dividend Reinvestment
RTX
RTX

RTX

Purchase

$1,001 - $15,000

Jun 13, 2024

Reported on

Jun 13, 2024
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 13, 2024

Reported on

Jun 13, 2024
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 13, 2024

Reported on

Jun 13, 2024
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2024

Reported on

Jun 10, 2024
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Jun 10, 2024

Reported on

Jun 10, 2024
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2024

Reported on

Jun 10, 2024
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Jun 10, 2024

Reported on

Jun 10, 2024
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jun 04, 2024

Reported on

Jun 04, 2024
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 21, 2024

Reported on

May 21, 2024
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 21, 2024

Reported on

May 21, 2024
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 17, 2024

Reported on

May 17, 2024
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 15, 2024

Reported on

May 15, 2024
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 15, 2024

Reported on

May 15, 2024
Dividend Reinvestment
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

May 15, 2024

Reported on

May 15, 2024
Dividend Reinvestment
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 30, 2024

Reported on

Apr 30, 2024
Dividend Reinvestment
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Mar 29, 2024

Reported on

Mar 29, 2024
Dividend Reinvestment
----
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Mar 28, 2024

Reported on

Mar 28, 2024
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Mar 28, 2024

Reported on

Mar 28, 2024
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Mar 28, 2024

Reported on

Mar 28, 2024
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Mar 25, 2024

Reported on

Mar 25, 2024
Stock, Bonds, Efts, & Mutual Funds
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 22, 2024

Reported on

Mar 22, 2024
Dividend Reinvestment
----
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 21, 2024

Reported on

Mar 21, 2024
Dividend Reinvestment
RTX
RTX

RTX

Purchase

$1,001 - $15,000

Mar 21, 2024

Reported on

Mar 21, 2024
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 21, 2024

Reported on

Mar 21, 2024
Dividend Reinvestment
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Mar 19, 2024

Reported on

Mar 19, 2024
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Mar 15, 2024

Reported on

Mar 15, 2024
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Mar 11, 2024

Reported on

Mar 11, 2024
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Mar 11, 2024

Reported on

Mar 11, 2024
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Mar 11, 2024

Reported on

Mar 11, 2024
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Mar 05, 2024

Reported on

Mar 05, 2024
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 20, 2024

Reported on

Feb 20, 2024
Dividend Reinvestment
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Feb 15, 2024

Reported on

Feb 15, 2024
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2024

Reported on

Feb 14, 2024
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2024

Reported on

Feb 14, 2024
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 13, 2024

Reported on

Feb 13, 2024
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 13, 2024

Reported on

Feb 13, 2024
Stock, Bonds, Efts, & Mutual Funds
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jan 31, 2024

Reported on

Jan 31, 2024
Dividend Reinvestment
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jan 12, 2024

Reported on

Jan 12, 2024
Dividend Reinvestment
VUZI
VUZI

Vuzix

Sale

$1,001 - $15,000

Jan 02, 2024

Reported on

Jan 02, 2024
Stock, Bonds, Efts, & Mutual Funds
EXAS
EXAS

Exact Sciences

Sale

$1,001 - $15,000

Jan 02, 2024

Reported on

Jan 02, 2024
Sell To Close
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Dec 29, 2023

Reported on

Dec 29, 2023
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Dec 29, 2023

Reported on

Dec 29, 2023
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Dec 29, 2023

Reported on

Dec 29, 2023
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Dec 26, 2023

Reported on

Dec 26, 2023
Stock, Bonds, Efts, & Mutual Funds
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Dec 22, 2023

Reported on

Dec 22, 2023
Dividend Reinvestment
----
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Dec 18, 2023

Reported on

Dec 18, 2023
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Dec 15, 2023

Reported on

Dec 15, 2023
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 14, 2023

Reported on

Dec 14, 2023
Dividend Reinvestment
RTX
RTX

RTX

Purchase

$1,001 - $15,000

Dec 14, 2023

Reported on

Dec 14, 2023
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 14, 2023

Reported on

Dec 14, 2023
Dividend Reinvestment
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 12, 2023

Reported on

Dec 12, 2023
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Dec 11, 2023

Reported on

Dec 11, 2023
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 11, 2023

Reported on

Dec 11, 2023
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Dec 11, 2023

Reported on

Dec 11, 2023
Dividend Reinvestment
CCLD
CCLD

CareCloud

Sale

$1,001 - $15,000

Dec 08, 2023

Reported on

Dec 08, 2023
Sell To Close
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Dec 05, 2023

Reported on

Dec 05, 2023
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Nov 15, 2023

Reported on

Nov 15, 2023
Dividend Reinvestment
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Nov 15, 2023

Reported on

Nov 15, 2023
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 14, 2023

Reported on

Nov 14, 2023
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 14, 2023

Reported on

Nov 14, 2023
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 14, 2023

Reported on

Nov 14, 2023
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 14, 2023

Reported on

Nov 14, 2023
Dividend Reinvestment
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 31, 2023

Reported on

Oct 31, 2023
Dividend Reinvestment
CMP
CMP

Compass Minerals Intl

Sale

$1,001 - $15,000

Oct 11, 2023

Reported on

Oct 11, 2023
Sell To Close
VOD
VOD

Vodafone Group

Sale

$1,001 - $15,000

Oct 11, 2023

Reported on

Oct 11, 2023
Stock, Bonds, Efts, & Mutual Funds
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Sep 29, 2023

Reported on

Sep 29, 2023
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Sep 29, 2023

Reported on

Sep 29, 2023
Dividend Reinvestment
MMP
MMP

Magellan Midstream Partners L.P.

Purchase

$1,001 - $15,000

Sep 25, 2023

Reported on

Sep 25, 2023
Dividend Reinvestment
----
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Sep 25, 2023

Reported on

Sep 25, 2023
Stock, Bonds, Efts, & Mutual Funds
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Sep 21, 2023

Reported on

Sep 21, 2023
Dividend Reinvestment
----
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Sep 19, 2023

Reported on

Sep 19, 2023
Dividend Reinvestment
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Sep 19, 2023

Reported on

Sep 19, 2023
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Sep 15, 2023

Reported on

Sep 15, 2023
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 14, 2023

Reported on

Sep 14, 2023
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 14, 2023

Reported on

Sep 14, 2023
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Sep 11, 2023

Reported on

Sep 11, 2023
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 11, 2023

Reported on

Sep 11, 2023
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Sep 11, 2023

Reported on

Sep 11, 2023
Dividend Reinvestment
RTX
RTX

RTX

Purchase

$1,001 - $15,000

Sep 07, 2023

Reported on

Sep 07, 2023
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Sep 07, 2023

Reported on

Sep 07, 2023
Dividend Reinvestment
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Aug 15, 2023

Reported on

Aug 15, 2023
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 15, 2023

Reported on

Aug 15, 2023
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Aug 15, 2023

Reported on

Aug 15, 2023
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Aug 14, 2023

Reported on

Aug 14, 2023
Reinvestment Of Dividend/Roc
----
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 14, 2023

Reported on

Aug 14, 2023
Dividend Reinvestment
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 31, 2023

Reported on

Jul 31, 2023
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 30, 2023

Reported on

Jun 30, 2023
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Jun 30, 2023

Reported on

Jun 30, 2023
Dividend Reinvestment
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Jun 27, 2023

Reported on

Jun 27, 2023
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 26, 2023

Reported on

Jun 26, 2023
Stock, Bonds, Efts, & Mutual Funds
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jun 23, 2023

Reported on

Jun 23, 2023
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Jun 21, 2023

Reported on

Jun 21, 2023
Dividend Reinvestment
----
ARGO
ARGO

Argo Gr Intl Hldgs

Purchase

$1,001 - $15,000

Jun 20, 2023

Reported on

Jun 20, 2023
Dividend Reinvestment
----
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Jun 16, 2023

Reported on

Jun 16, 2023
Dividend Reinvestment
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Jun 15, 2023

Reported on

Jun 15, 2023
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 15, 2023

Reported on

Jun 15, 2023
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jun 15, 2023

Reported on

Jun 15, 2023
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 15, 2023

Reported on

Jun 15, 2023
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Jun 12, 2023

Reported on

Jun 12, 2023
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Jun 09, 2023

Reported on

Jun 09, 2023
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 09, 2023

Reported on

Jun 09, 2023
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jun 06, 2023

Reported on

Jun 06, 2023
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 17, 2023

Reported on

May 17, 2023
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 16, 2023

Reported on

May 16, 2023
Stock, Bonds, Efts, & Mutual Funds
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 15, 2023

Reported on

May 15, 2023
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

May 15, 2023

Reported on

May 15, 2023
Reinvestment Of Return Of Principal
----
ABB
ABB

Abb Ltd

Purchase

$1,001 - $15,000

May 11, 2023

Reported on

May 11, 2023
Dividend Reinvestment
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

Apr 28, 2023
Stock, Bonds, Efts, & Mutual Funds
AHCO
AHCO

AdaptHealth

Sale

$1,001 - $15,000

Apr 06, 2023

Reported on

Apr 06, 2023
Sell To Close
AHCO
AHCO

AdaptHealth

Sale

$1,001 - $15,000

Apr 06, 2023

Reported on

Apr 06, 2023
Sell To Close
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Mar 31, 2023

Reported on

Mar 31, 2023
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Mar 31, 2023

Reported on

Mar 31, 2023
Dividend Reinvestment
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Mar 28, 2023

Reported on

Mar 28, 2023
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Mar 27, 2023

Reported on

Mar 27, 2023
Family Revocable Trust
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Mar 24, 2023

Reported on

Mar 24, 2023
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 23, 2023

Reported on

Mar 23, 2023
Dividend Reinvestment
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Mar 23, 2023

Reported on

Mar 23, 2023
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 23, 2023

Reported on

Mar 23, 2023
Dividend Reinvestment
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Mar 21, 2023

Reported on

Mar 21, 2023
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 17, 2023

Reported on

Mar 17, 2023
Dividend Reinvestment
----
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Mar 15, 2023

Reported on

Mar 15, 2023
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Mar 10, 2023

Reported on

Mar 10, 2023
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Mar 10, 2023

Reported on

Mar 10, 2023
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Mar 07, 2023

Reported on

Mar 07, 2023
Dividend Reinvestment
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Mar 01, 2023

Reported on

Mar 01, 2023
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 15, 2023

Reported on

Feb 15, 2023
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2023

Reported on

Feb 14, 2023
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Feb 14, 2023

Reported on

Feb 14, 2023
Dividend Reinvestment
----
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 14, 2023

Reported on

Feb 14, 2023
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Sale

$1,000,001 - $5,000,000

Feb 01, 2023

Reported on

Feb 01, 2023
Sell To Close
----
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
TMO
TMO

Thermo Fisher Scientific

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
HON
HON

Honeywell Intl

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
AMT
AMT

American Tower

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
ICE
ICE

Intercontinental Exchange

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
ECL
ECL

Ecolab

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
ACN
ACN

Accenture

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
MDLZ
MDLZ

Mondelez International

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
INTC
INTC

Intel

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
CRM
CRM

Salesforce

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
KO
KO

Coca-Cola

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
TJX
TJX

TJX Companies

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
PG
PG

Procter & Gamble

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
BA
BA

Boeing

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
ADBE
ADBE

Adobe

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
LIN
LIN

Linde

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
CB
CB

Chubb

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
LMT
LMT

Lockheed Martin

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
NVS
NVS

Novartis

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
ORLY
ORLY

O'Reilly Automotive

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
JNJ
JNJ

Johnson & Johnson

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
DHR
DHR

Danaher

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
BLK
BLK

BlackRock

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
RSG
RSG

Republic Services

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
ROK
ROK

Rockwell Automation

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
V
V

Visa

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Ilit
TXN
TXN

Texas Instruments

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
COST
COST

Costco Wholesale

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
ICLR
ICLR

Icon

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
PH
PH

Parker Hannifin

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
MDT
MDT

Medtronic

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
MSFT
MSFT

Microsoft

Sale

$15,001 - $50,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
LOW
LOW

Lowe's Companies

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
NEE
NEE

NextEra Energy

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
DG
DG

Dollar Gen

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
CMCSA
CMCSA

Comcast

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
PSX
PSX

Phillips 66

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
RTX
RTX

Raytheon Technologies

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
EXAS
EXAS

Exact Sciences

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
AMZN
AMZN

Amazon.com

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Dividend Reinvestment
HD
HD

Home Depot

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Jan 31, 2023
Sell To Close.
MSFT
MSFT

Microsoft

Sale

$1,000,001 - $5,000,000

Jan 04, 2023

Reported on

Jan 04, 2023
Sell Close
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Dec 30, 2022

Reported on

Dec 30, 2022
Dividend Reinvestment
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Dec 30, 2022

Reported on

Dec 30, 2022
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Dec 30, 2022

Reported on

Dec 30, 2022
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Dec 26, 2022

Reported on

Dec 26, 2022
Dividend Reinvestment
----
MASI
MASI

Masimo

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Dec 19, 2022
Closed Position
ADBE
ADBE

Adobe

Sale

$250,001 - $500,000

Dec 19, 2022

Reported on

Dec 19, 2022
Closed Position
CCLD
CCLD

CareCloud

Sale

$1,001 - $15,000

Dec 19, 2022

Reported on

Dec 19, 2022
Closed Position
BLL
BLL

Ball Corporation

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Dec 19, 2022
Closed Position
----
HLT
HLT

Hilton Worldwide Holdings

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Dec 19, 2022
Closed Position
ARCB
ARCB

ArcBest

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Dec 19, 2022
Closed Position
WYNN
WYNN

Wynn Resorts

Sale

$15,001 - $50,000

Dec 19, 2022

Reported on

Dec 19, 2022
Stock, Bonds, Efts, & Mutual Funds
EXAS
EXAS

Exact Sciences

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Dec 19, 2022
Closed Position
ECL
ECL

Ecolab

Sale

$15,001 - $50,000

Dec 19, 2022

Reported on

Dec 19, 2022
Closed Position
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 15, 2022

Reported on

Dec 15, 2022
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Dec 15, 2022

Reported on

Dec 15, 2022
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Dec 15, 2022

Reported on

Dec 15, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$15,001 - $50,000

Dec 15, 2022

Reported on

Dec 15, 2022
Dividend Reinvestment
----
RTN
RTN

Raytheon Company

Purchase

$1,001 - $15,000

Dec 15, 2022

Reported on

Dec 15, 2022
Dividend Reinvestment
----
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 13, 2022

Reported on

Dec 13, 2022
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Dec 12, 2022

Reported on

Dec 12, 2022
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 09, 2022

Reported on

Dec 09, 2022
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Dec 09, 2022

Reported on

Dec 09, 2022
Dividend Reinvestment
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 08, 2022

Reported on

Dec 08, 2022
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Dec 06, 2022

Reported on

Dec 06, 2022
Dividend Reinvestment
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Dec 01, 2022

Reported on

Dec 01, 2022
Dividend Reinvestment
AMP
AMP

Ameriprise Financial

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Nov 21, 2022
Sell To Close Position
VFC
VFC

VF

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Nov 21, 2022
Ilit
CR
CR

Crane

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Nov 21, 2022
Sell To Close Position
SHW
SHW

Sherwin-Williams

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Nov 21, 2022
Sell To Close Position
MMC
MMC

Marsh & McLennan

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Nov 21, 2022
Sell To Close Position
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 15, 2022

Reported on

Nov 15, 2022
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Nov 15, 2022

Reported on

Nov 15, 2022
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Nov 14, 2022

Reported on

Nov 14, 2022
Reinvestment Of Roc
----
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 14, 2022

Reported on

Nov 14, 2022
Dividend Reinvestment
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 31, 2022

Reported on

Oct 31, 2022
Dividend Reinvestment
JEPI
JEPI

JPMorgan Equity Premium Income ETF

Purchase

$1,001 - $15,000

Oct 06, 2022

Reported on

Oct 06, 2022
Stock, Bonds, Efts, & Mutual Funds
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Sep 30, 2022

Reported on

Sep 30, 2022
Dividend Reinvestment
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Sep 30, 2022

Reported on

Sep 30, 2022
Dividend Reinvestment
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Sep 30, 2022

Reported on

Sep 30, 2022
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Sep 30, 2022

Reported on

Sep 30, 2022
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Sep 26, 2022

Reported on

Sep 26, 2022
Stock, Bonds, Efts, & Mutual Funds
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Sep 20, 2022

Reported on

Sep 20, 2022
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Purchase

$15,001 - $50,000

Sep 16, 2022

Reported on

Sep 16, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Sep 16, 2022

Reported on

Sep 16, 2022
Dividend Reinvestment
----
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Sep 15, 2022

Reported on

Sep 15, 2022
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 15, 2022

Reported on

Sep 15, 2022
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Sep 12, 2022

Reported on

Sep 12, 2022
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 09, 2022

Reported on

Sep 09, 2022
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Sep 09, 2022

Reported on

Sep 09, 2022
Dividend Reinvestment
JEPI
JEPI

JPMorgan Equity Premium Income ETF

Purchase

$1,001 - $15,000

Sep 07, 2022

Reported on

Sep 07, 2022
Dividend Reinvestment
ASML
ASML

ASML Holding

Purchase

$50,001 - $100,000

Aug 25, 2022

Reported on

Aug 25, 2022
---
PTC
PTC

PTC

Purchase

$15,001 - $50,000

Aug 25, 2022

Reported on

Aug 25, 2022
---
CDNS
CDNS

Cadence Design Sys

Purchase

$15,001 - $50,000

Aug 18, 2022

Reported on

Aug 18, 2022
---
CTRA
CTRA

Coterra Energy

Purchase

$15,001 - $50,000

Aug 17, 2022

Reported on

Aug 17, 2022
---
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Aug 16, 2022

Reported on

Aug 16, 2022
Stock, Bonds, Efts, & Mutual Funds
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 15, 2022

Reported on

Aug 15, 2022
---
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 15, 2022

Reported on

Aug 15, 2022
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Aug 12, 2022

Reported on

Aug 12, 2022
Dividend Reinvestment
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 31, 2022

Reported on

Jul 31, 2022
Stock, Bonds, Efts, & Mutual Funds
----
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Jul 08, 2022

Reported on

Jul 08, 2022
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 30, 2022

Reported on

Jun 30, 2022
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Jun 30, 2022

Reported on

Jun 30, 2022
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 27, 2022

Reported on

Jun 27, 2022
Stock, Bonds, Efts, & Mutual Funds
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jun 24, 2022

Reported on

Jun 24, 2022
Dividend Reinvestment
AGCO
AGCO

AGCO

Purchase

$1,001 - $15,000

Jun 21, 2022

Reported on

Jun 21, 2022
Dividend Reinvestment
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Jun 16, 2022

Reported on

Jun 16, 2022
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 16, 2022

Reported on

Jun 16, 2022
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jun 15, 2022

Reported on

Jun 15, 2022
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Purchase

$15,001 - $50,000

Jun 14, 2022

Reported on

Jun 14, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Jun 14, 2022

Reported on

Jun 14, 2022
Dividend Reinvestment
----
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Jun 10, 2022

Reported on

Jun 10, 2022
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Jun 10, 2022

Reported on

Jun 10, 2022
Dividend Reinvestment
CERN
CERN

Cerner Corporation

Sale

$15,001 - $50,000

Jun 10, 2022

Reported on

Jun 10, 2022
Corporate Action - Cash Merger
----
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2022

Reported on

Jun 10, 2022
Dividend Reinvestment
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jun 09, 2022

Reported on

Jun 09, 2022
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jun 07, 2022

Reported on

Jun 07, 2022
Dividend Reinvestment
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Jun 01, 2022

Reported on

Jun 01, 2022
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 17, 2022

Reported on

May 17, 2022
Stock, Bonds, Efts, & Mutual Funds
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 16, 2022

Reported on

May 16, 2022
Dividend Reinvestment
MTBC
MTBC

CareCloud

Sale

$1,001 - $15,000

May 16, 2022

Reported on

May 16, 2022
Sell To Close
----
EXAS
EXAS

Exact Sciences

Sale

$1,001 - $15,000

May 16, 2022

Reported on

May 16, 2022
Sell To Close
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 13, 2022

Reported on

May 13, 2022
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

May 13, 2022

Reported on

May 13, 2022
Dividend Reinvestment
----
ABB
ABB

ABB

Purchase

$1,001 - $15,000

May 11, 2022

Reported on

May 11, 2022
Dividend Reinvestment
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 30, 2022

Reported on

Apr 30, 2022
Dividend Reinvestment
----
AHCO
AHCO

AdaptHealth

Sale

$1,001 - $15,000

Apr 22, 2022

Reported on

Apr 22, 2022
Sell Close
IQV
IQV

IQVIA Hldgs

Sale

$1,001 - $15,000

Apr 22, 2022

Reported on

Apr 22, 2022
Sell Close
MDLZ
MDLZ

Mondelez International

Sale

$15,001 - $50,000

Apr 12, 2022

Reported on

Apr 12, 2022
Stock, Bonds, Efts, & Mutual Funds
HON
HON

Honeywell Intl

Sale

$250,001 - $500,000

Apr 08, 2022

Reported on

Apr 08, 2022
Sell Close
AHCO
AHCO

AdaptHealth

Sale

$50,001 - $100,000

Apr 01, 2022

Reported on

Apr 01, 2022
Sell Close
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Mar 31, 2022

Reported on

Mar 31, 2022
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Mar 31, 2022

Reported on

Mar 31, 2022
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Mar 28, 2022

Reported on

Mar 28, 2022
Stock, Bonds, Efts, & Mutual Funds
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Mar 25, 2022

Reported on

Mar 25, 2022
Dividend Reinvestment
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Mar 24, 2022

Reported on

Mar 24, 2022
Dividend Reinvestment
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 24, 2022

Reported on

Mar 24, 2022
Dividend Reinvestment
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Mar 22, 2022

Reported on

Mar 22, 2022
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Mar 15, 2022

Reported on

Mar 15, 2022
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 14, 2022

Reported on

Mar 14, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 14, 2022

Reported on

Mar 14, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 14, 2022

Reported on

Mar 14, 2022
Dividend Reinvestment
----
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Mar 11, 2022

Reported on

Mar 11, 2022
Dividend Reinvestment
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Mar 10, 2022

Reported on

Mar 10, 2022
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Mar 10, 2022

Reported on

Mar 10, 2022
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Mar 10, 2022

Reported on

Mar 10, 2022
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Mar 10, 2022

Reported on

Mar 10, 2022
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Mar 08, 2022

Reported on

Mar 08, 2022
Dividend Reinvestment
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Mar 01, 2022

Reported on

Mar 01, 2022
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 15, 2022

Reported on

Feb 15, 2022
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2022

Reported on

Feb 14, 2022
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Feb 14, 2022

Reported on

Feb 14, 2022
Return Of Capital Reinvestment
----
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 07, 2022

Reported on

Feb 07, 2022
Stock, Bonds, Efts, & Mutual Funds
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jan 31, 2022

Reported on

Jan 31, 2022
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Jan 14, 2022

Reported on

Jan 14, 2022
Stock, Bonds, Efts, & Mutual Funds
----
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Dec 30, 2021

Reported on

Dec 30, 2021
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Dec 30, 2021

Reported on

Dec 30, 2021
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Dec 27, 2021

Reported on

Dec 27, 2021
Stock, Bonds, Efts, & Mutual Funds
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Dec 27, 2021

Reported on

Dec 27, 2021
Dividend Reinvestment
VUZI
VUZI

Vuzix

Sale

$50,001 - $100,000

Dec 20, 2021

Reported on

Dec 20, 2021
Sell To Close Position
MDT
MDT

Medtronic

Sale

$100,001 - $250,000

Dec 20, 2021

Reported on

Dec 20, 2021
Sell To Close Position
ASXC
ASXC

Asensus Surgical

Sale

$15,001 - $50,000

Dec 20, 2021

Reported on

Dec 20, 2021
Sell To Close
----
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 16, 2021

Reported on

Dec 16, 2021
Dividend Reinvestment
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Dec 16, 2021

Reported on

Dec 16, 2021
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Dec 15, 2021

Reported on

Dec 15, 2021
Dividend Reinvestment
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 14, 2021

Reported on

Dec 14, 2021
Dividend Reinvestment
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Dec 14, 2021

Reported on

Dec 14, 2021
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Dec 14, 2021

Reported on

Dec 14, 2021
Dividend Reinvestment
----
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Dec 10, 2021

Reported on

Dec 10, 2021
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Dec 10, 2021

Reported on

Dec 10, 2021
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 10, 2021

Reported on

Dec 10, 2021
Dividend Reinvestment
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 09, 2021

Reported on

Dec 09, 2021
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Dec 07, 2021

Reported on

Dec 07, 2021
Dividend Reinvestment
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Dec 03, 2021

Reported on

Dec 03, 2021
Dividend Reinvestment
ARCB
ARCB

ArcBest

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
BLL
BLL

Ball Corporation

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
----
INTC
INTC

Intel

Purchase

$15,001 - $50,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
ABB
ABB

ABB

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
----
PWR
PWR

Quanta Servs

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
DRE
DRE

Duke Realty

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
----
CR
CR

Crane

Purchase

$15,001 - $50,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
FSK
FSK

FS KKR Capital

Sale

$100,001 - $250,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
AGCO
AGCO

AGCO

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
FDIS
FDIS

Fidelity MSCI Consumer Discretionary Index ETF

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
PH
PH

Parker Hannifin

Purchase

$15,001 - $50,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
TJX
TJX

TJX Companies

Purchase

$15,001 - $50,000

Nov 26, 2021

Reported on

Nov 26, 2021
Ilit
FTEC
FTEC

Fidelity MSCI Information Technology Index ETF

Purchase

$100,001 - $250,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
HLT
HLT

Hilton Worldwide Holdings

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Nov 26, 2021
---
FBND
FBND

Fidelity Total Bond ETF

Sale (Partial)

$50,001 - $100,000

Nov 16, 2021

Reported on

Nov 16, 2021
---
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 15, 2021

Reported on

Nov 15, 2021
---
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 15, 2021

Reported on

Nov 15, 2021
---
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Nov 12, 2021

Reported on

Nov 12, 2021
---
----
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Nov 05, 2021

Reported on

Nov 05, 2021
---
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 29, 2021

Reported on

Oct 29, 2021
Dividend Reinvest
ORLY
ORLY

O'Reilly Automotive

Purchase

$15,001 - $50,000

Oct 20, 2021

Reported on

Oct 20, 2021
---
V
V

Visa

Purchase

$50,001 - $100,000

Oct 20, 2021

Reported on

Oct 20, 2021
Family Revocable Trust
ITW
ITW

Illinois Tool Works

Purchase

$15,001 - $50,000

Oct 20, 2021

Reported on

Oct 20, 2021
---
FMAT
FMAT

Fidelity MSCI Materials Index ETF

Purchase

$15,001 - $50,000

Oct 20, 2021

Reported on

Oct 20, 2021
---
CVX
CVX

Chevron

Purchase

$50,001 - $100,000

Oct 20, 2021

Reported on

Oct 20, 2021
---
LMT
LMT

Lockheed Martin

Purchase

$50,001 - $100,000

Oct 20, 2021

Reported on

Oct 20, 2021
---
BLK
BLK

BlackRock

Purchase

$15,001 - $50,000

Oct 20, 2021

Reported on

Oct 20, 2021
---
PXD
PXD

Pioneer Natural Resources

Purchase

$100,001 - $250,000

Oct 20, 2021

Reported on

Oct 20, 2021
---
----
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Oct 14, 2021

Reported on

Oct 14, 2021
Dividend Reinvest
----
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Oct 07, 2021

Reported on

Oct 07, 2021
Dividend Reinvest
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Oct 07, 2021

Reported on

Oct 07, 2021
Dividend Reinvest
DIAL
DIAL

Columbia Diversified Fixed Income Allocation ETF

Purchase

$1,001 - $15,000

Oct 06, 2021

Reported on

Oct 06, 2021
Dividend Reinvest
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Sep 30, 2021

Reported on

Sep 30, 2021
Dividend Reinvestment
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Sep 30, 2021

Reported on

Sep 30, 2021
Dividend Reinvestment
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Sep 30, 2021

Reported on

Sep 30, 2021
Dividend Reinvestment
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Sep 30, 2021

Reported on

Sep 30, 2021
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Sep 27, 2021

Reported on

Sep 27, 2021
Family Revocable Trust
UNH
UNH

UnitedHealth Group

Purchase

$250,001 - $500,000

Sep 23, 2021

Reported on

Sep 23, 2021
---
ACN
ACN

Accenture

Purchase

$100,001 - $250,000

Sep 23, 2021

Reported on

Sep 23, 2021
---
MDT
MDT

Medtronic

Purchase

$100,001 - $250,000

Sep 23, 2021

Reported on

Sep 23, 2021
---
RTX
RTX

Raytheon Technologies

Purchase

$250,001 - $500,000

Sep 23, 2021

Reported on

Sep 23, 2021
---
SPY
SPY

SPDR S&P 500

Sale

$500,001 - $1,000,000

Sep 20, 2021

Reported on

Sep 20, 2021
Trailing Stop Loss Triggered Sale Of This Position
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Sep 17, 2021

Reported on

Sep 17, 2021
Dividend Reinvestment
----
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 16, 2021

Reported on

Sep 16, 2021
Dividend Reinvestment
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Sep 15, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Sep 10, 2021

Reported on

Sep 10, 2021
Dividend Reinvestment
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Sep 10, 2021

Reported on

Sep 10, 2021
Dividend Reinvestment
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Sep 09, 2021

Reported on

Sep 09, 2021
Dividend Reinvestment
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Sep 08, 2021

Reported on

Sep 08, 2021
Dividend Reinvestment
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Sep 08, 2021

Reported on

Sep 08, 2021
Dividend Reinvestment
DIAL
DIAL

Columbia Diversified Fixed Income Allocation ETF

Purchase

$1,001 - $15,000

Sep 07, 2021

Reported on

Sep 07, 2021
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Sep 07, 2021

Reported on

Sep 07, 2021
Dividend Reinvestment
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Sep 03, 2021

Reported on

Sep 03, 2021
Dividend Reinvestment
JNJ
JNJ

Johnson & Johnson

Purchase

$50,001 - $100,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
RTX
RTX

Raytheon Technologies

Purchase

$50,001 - $100,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
CDNS
CDNS

Cadence Design Sys

Purchase

$15,001 - $50,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
IQV
IQV

IQVIA Hldgs

Purchase

$15,001 - $50,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
ICLR
ICLR

Icon

Purchase

$15,001 - $50,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
UNH
UNH

UnitedHealth Group

Purchase

$50,001 - $100,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
PRGS
PRGS

Progress Software

Purchase

$1,001 - $15,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
PRGS
PRGS

Progress Software

Purchase

$15,001 - $50,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
INTC
INTC

Intel

Purchase

$50,001 - $100,000

Sep 02, 2021

Reported on

Sep 02, 2021
---
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 02, 2021

Reported on

Sep 02, 2021
Dividend Reinvestment
CB
CB

Chubb

Purchase

$100,001 - $250,000

Aug 25, 2021

Reported on

Aug 25, 2021
---
TXN
TXN

Texas Instruments

Purchase

$250,001 - $500,000

Aug 25, 2021

Reported on

Aug 25, 2021
---
AHCO
AHCO

AdaptHealth

Purchase

$100,001 - $250,000

Aug 25, 2021

Reported on

Aug 25, 2021
---
LMT
LMT

Lockheed Martin

Purchase

$100,001 - $250,000

Aug 25, 2021

Reported on

Aug 25, 2021
---
COST
COST

Costco Wholesale

Purchase

$250,001 - $500,000

Aug 25, 2021

Reported on

Aug 25, 2021
---
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 16, 2021

Reported on

Aug 16, 2021
Dividend Reinvestment
MMC
MMC

Marsh & McLennan

Purchase

$100,001 - $250,000

Aug 16, 2021

Reported on

Aug 16, 2021
---
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 13, 2021

Reported on

Aug 13, 2021
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Aug 13, 2021

Reported on

Aug 13, 2021
Reinvestment Of Return Of Capital
----
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Aug 09, 2021

Reported on

Aug 09, 2021
Family Revocable Trust
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Aug 06, 2021

Reported on

Aug 06, 2021
Dividend Reinvestment
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Aug 06, 2021

Reported on

Aug 06, 2021
Dividend Reinvestment
DIAL
DIAL

Columbia Diversified Fixed Income Allocation ETF

Purchase

$1,001 - $15,000

Aug 05, 2021

Reported on

Aug 05, 2021
Dividend Reinvestment
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 31, 2021

Reported on

Jul 31, 2021
Dividend Reinvestment
----
SPY
SPY

SPDR S&P 500

Purchase

$500,001 - $1,000,000

Jul 30, 2021

Reported on

Jul 30, 2021
---
AMZN
AMZN

Amazon.com

Purchase

$50,001 - $100,000

Jul 30, 2021

Reported on

Jul 30, 2021
---
JEPI
JEPI

JPMorgan Equity Premium Income ETF

Purchase

$100,001 - $250,000

Jul 30, 2021

Reported on

Jul 30, 2021
---
FHLC
FHLC

Fidelity MSCI Health Care Index ETF

Purchase

$50,001 - $100,000

Jul 30, 2021

Reported on

Jul 30, 2021
---
FDRR
FDRR

Fidelity Dividend ETF for Rising Rates

Purchase

$50,001 - $100,000

Jul 30, 2021

Reported on

Jul 30, 2021
---
TIP
TIP

iShares TIPS Bond ETF

Purchase

$250,001 - $500,000

Jul 30, 2021

Reported on

Jul 30, 2021
---
GOOGL
GOOGL

Alphabet

Purchase

$100,001 - $250,000

Jul 30, 2021

Reported on

Jul 30, 2021
---
NEE
NEE

NextEra Energy

Purchase

$50,001 - $100,000

Jul 30, 2021

Reported on

Jul 30, 2021
---
ADBE
ADBE

Adobe

Purchase

$50,001 - $100,000

Jul 21, 2021

Reported on

Jul 21, 2021
---
ROK
ROK

Rockwell Automation

Purchase

$50,001 - $100,000

Jul 21, 2021

Reported on

Jul 21, 2021
---
TMO
TMO

Thermo Fisher Scientific

Purchase

$50,001 - $100,000

Jul 21, 2021

Reported on

Jul 21, 2021
---
MSFT
MSFT

Microsoft

Purchase

$100,001 - $250,000

Jul 21, 2021

Reported on

Jul 21, 2021
---
TXN
TXN

Texas Instruments

Purchase

$100,001 - $250,000

Jul 21, 2021

Reported on

Jul 21, 2021
---
BSX
BSX

Boston Scientific

Purchase

$15,001 - $50,000

Jul 21, 2021

Reported on

Jul 21, 2021
---
PTC
PTC

PTC

Purchase

$15,001 - $50,000

Jul 21, 2021

Reported on

Jul 21, 2021
---
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Jul 14, 2021

Reported on

Jul 14, 2021
Dividend Reinvestment
----
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Jul 08, 2021

Reported on

Jul 08, 2021
Dividend Reinvestment
DIAL
DIAL

Columbia Diversified Fixed Income Allocation ETF

Purchase

$1,001 - $15,000

Jul 07, 2021

Reported on

Jul 07, 2021
Dividend Reinvestment
TROW
TROW

T. Rowe Price Gr

Purchase

$1,001 - $15,000

Jul 07, 2021

Reported on

Jul 07, 2021
Dividend Reinvestment
ITW
ITW

Illinois Tool Works

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
BSX
BSX

Boston Scientific

Purchase

$100,001 - $250,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
EMR
EMR

Emerson Electric

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
ETV
ETV

Eaton Vance Corporation Eaton

Purchase

$15,001 - $50,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
DXCM
DXCM

DexCom

Purchase

$100,001 - $250,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
DHR
DHR

Danaher

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
LIN
LIN

Linde

Purchase

$15,001 - $50,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$250,001 - $500,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
MDT
MDT

Medtronic

Purchase

$15,001 - $50,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
HD
HD

Home Depot

Purchase

$100,001 - $250,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
FQAL
FQAL

Fidelity Quality Factor ETF

Purchase

$100,001 - $250,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
VUZI
VUZI

Vuzix

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Jul 01, 2021
Family Revocable Trust
JPM
JPM

JPMorgan Chase

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Jul 01, 2021
---
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 30, 2021

Reported on

Jun 30, 2021
---
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 28, 2021

Reported on

Jun 28, 2021
Stock, Bonds, Efts, & Mutual Funds
PSX
PSX

Phillips 66

Purchase

$15,001 - $50,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
HON
HON

Honeywell Intl

Purchase

$50,001 - $100,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
MSFT
MSFT

Microsoft

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
ASXC
ASXC

Asensus Surgical

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
----
MASI
MASI

Masimo

Purchase

$15,001 - $50,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
ACN
ACN

Accenture

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
LIN
LIN

Linde

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
MSFT
MSFT

Microsoft

Purchase

$250,001 - $500,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
MASI
MASI

Masimo

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
JPM
JPM

JPMorgan Chase

Purchase

$250,001 - $500,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
JNJ
JNJ

Johnson & Johnson

Purchase

$250,001 - $500,000

Jun 25, 2021

Reported on

Jun 25, 2021
---
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 17, 2021

Reported on

Jun 17, 2021
---
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jun 15, 2021

Reported on

Jun 15, 2021
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jun 10, 2021

Reported on

Jun 10, 2021
---
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2021

Reported on

Jun 10, 2021
---
PXD
PXD

Pioneer Natural Resources

Purchase

$500,001 - $1,000,000

Jun 09, 2021

Reported on

Jun 09, 2021
---
----
PRGS
PRGS

Progress Software

Purchase

$50,001 - $100,000

May 26, 2021

Reported on

May 26, 2021
Buy
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 26, 2021

Reported on

May 26, 2021
Reinvested Dividends
PTC
PTC

PTC

Purchase

$50,001 - $100,000

May 26, 2021

Reported on

May 26, 2021
Buy
CDNS
CDNS

Cadence Design Sys

Purchase

$100,001 - $250,000

May 26, 2021

Reported on

May 26, 2021
Buy
IQV
IQV

IQVIA Hldgs

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
AHCO
AHCO

AdaptHealth

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
AHCO
AHCO

AdaptHealth

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
BSX
BSX

Boston Scientific

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy Open
IQV
IQV

IQVIA Hldgs

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
IQV
IQV

IQVIA Hldgs

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
EXAS
EXAS

Exact Sciences

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
EXAS
EXAS

Exact Sciences

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
ADBE
ADBE

Adobe

Purchase

$250,001 - $500,000

May 20, 2021

Reported on

May 20, 2021
Buy
MTBC
MTBC

CareCloud

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
----
VUZI
VUZI

Vuzix

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
EXAS
EXAS

Exact Sciences

Purchase

$50,001 - $100,000

May 20, 2021

Reported on

May 20, 2021
Buy
MTBC
MTBC

CareCloud

Purchase

$15,001 - $50,000

May 20, 2021

Reported on

May 20, 2021
Buy
----
MTBC
MTBC

CareCloud

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
----
MTBC
MTBC

CareCloud

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
----
BSX
BSX

Boston Scientific

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy Open
VUZI
VUZI

Vuzix

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
AHCO
AHCO

AdaptHealth

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
BSX
BSX

Boston Scientific

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy Open
EXAS
EXAS

Exact Sciences

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Buy
VUZI
VUZI

Vuzix

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

May 20, 2021
Stock, Bonds, Efts, & Mutual Funds
HON
HON

Honeywell Intl

Purchase

$250,001 - $500,000

May 18, 2021

Reported on

May 18, 2021
Buy
VUZI
VUZI

Vuzix

Purchase

$15,001 - $50,000

May 18, 2021

Reported on

May 18, 2021
Buy
EMR
EMR

Emerson Electric

Purchase

$250,001 - $500,000

May 18, 2021

Reported on

May 18, 2021
Buy
NEE
NEE

NextEra Energy

Purchase

$250,001 - $500,000

May 18, 2021

Reported on

May 18, 2021
Buy
IQV
IQV

IQVIA Hldgs

Purchase

$100,001 - $250,000

May 18, 2021

Reported on

May 18, 2021
Buy
ORLY
ORLY

O'Reilly Automotive

Purchase

$100,001 - $250,000

May 18, 2021

Reported on

May 18, 2021
Buy
FCX
FCX

Freeport-McMoRan

Purchase

$100,001 - $250,000

May 18, 2021

Reported on

May 18, 2021
Buy
ICLR
ICLR

Icon

Purchase

$100,001 - $250,000

May 18, 2021

Reported on

May 18, 2021
Buy
ROK
ROK

Rockwell Automation

Purchase

$250,001 - $500,000

May 18, 2021

Reported on

May 18, 2021
Buy
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 17, 2021

Reported on

May 17, 2021
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 14, 2021

Reported on

May 14, 2021
Buy
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

May 14, 2021

Reported on

May 14, 2021
Reinvest Roc
----
-

Morgan Stanley Fin LLC

Purchase

$1,000,001 - $5,000,000

Apr 30, 2021

Reported on

Apr 30, 2021
---
----
-

Fs Energy & Power Fund

Purchase

$1,001 - $15,000

Apr 19, 2021

Reported on

Apr 19, 2021
Dividend Reinvestment
----
-

Fs Kkr Cap Corp Ii Com [Ps]

Purchase

$1,001 - $15,000

Apr 02, 2021

Reported on

Apr 02, 2021
Dividend Reinvestment
----
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Mar 31, 2021

Reported on

Mar 31, 2021
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Mar 29, 2021

Reported on

Mar 29, 2021
Stock, Bonds, Efts, & Mutual Funds
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 25, 2021

Reported on

Mar 25, 2021
Dividend Reinvestment
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Mar 11, 2021

Reported on

Mar 11, 2021
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Mar 10, 2021

Reported on

Mar 10, 2021
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 12, 2021

Reported on

Feb 12, 2021
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Feb 12, 2021

Reported on

Feb 12, 2021
Dividend Reinvestment
----
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 12, 2021

Reported on

Feb 12, 2021
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 08, 2021

Reported on

Feb 08, 2021
Stock, Bonds, Efts, & Mutual Funds
FSKR
FSKR

Fs Kkr Capital Corp. Ii

Purchase

$1,001 - $15,000

Jan 11, 2021

Reported on

Jan 11, 2021
Stock, Bonds, Efts, & Mutual Funds
----
AIO
AIO

AllianzGI Artificial

Purchase

$1,001 - $15,000

Jan 11, 2021

Reported on

Jan 11, 2021
Dividend Reinvestment
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Dec 28, 2020

Reported on

Dec 28, 2020
Stock, Bonds, Efts, & Mutual Funds
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 17, 2020

Reported on

Dec 17, 2020
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 10, 2020

Reported on

Dec 10, 2020
Dividend Reinvestment
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 10, 2020

Reported on

Dec 10, 2020
Dividend Reinvestment
BDX
BDX

Becton, Dickinson

Sale

$1,001 - $15,000

Nov 19, 2020

Reported on

Nov 19, 2020
---
SU
SU

Suncor Energy

Sale

$1,001 - $15,000

Nov 19, 2020

Reported on

Nov 19, 2020
---
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 16, 2020

Reported on

Nov 16, 2020
Ilit
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 13, 2020

Reported on

Nov 13, 2020
Dividend Reinvestment
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Nov 13, 2020

Reported on

Nov 13, 2020
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Nov 13, 2020

Reported on

Nov 13, 2020
Reinvestment Of Roc Distribution
----
BA
BA

Boeing

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Oct 16, 2020
---
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Oct 16, 2020
---
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Oct 16, 2020
Stock, Bonds, Efts, & Mutual Funds
ITW
ITW

Illinois Tool Works

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Oct 16, 2020
---
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Oct 16, 2020
---
MCD
MCD

McDonald's

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Oct 16, 2020
---
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Sep 28, 2020

Reported on

Sep 28, 2020
Stock, Bonds, Efts, & Mutual Funds
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 17, 2020

Reported on

Sep 17, 2020
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 10, 2020

Reported on

Sep 10, 2020
Dividend Reinvestment
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Sep 10, 2020

Reported on

Sep 10, 2020
Dividend Reinvest
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Aug 17, 2020

Reported on

Aug 17, 2020
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Aug 14, 2020

Reported on

Aug 14, 2020
Dividend Reinvestment
----
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 14, 2020

Reported on

Aug 14, 2020
Dividend Reinvesment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 14, 2020

Reported on

Aug 14, 2020
Dividend Reinvestment
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
V
V

Visa

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
Ilit
CB
CB

Chubb

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
AMP
AMP

Ameriprise Financial

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
ORLY
ORLY

O'Reilly Automotive

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
EXAS
EXAS

Exact Sciences

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
PH
PH

Parker Hannifin

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
ICE
ICE

Intercontinental Exchange

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
CMCSA
CMCSA

Comcast

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
MDLZ
MDLZ

Mondelez International

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
NVS
NVS

Novartis

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
SU
SU

Suncor Energy

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
PSX
PSX

Phillips 66

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
ICLR
ICLR

Icon

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
TJX
TJX

TJX Companies

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
DG
DG

Dollar Gen

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
CR
CR

Crane

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
VFC
VFC

VF

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
RSG
RSG

Republic Services

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
BLK
BLK

BlackRock

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
CRM
CRM

Salesforce

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
SHW
SHW

Sherwin-Williams

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Jul 27, 2020
---
ICE
ICE

Intercontinental Exchange

Sale

$1,001 - $15,000

Jul 22, 2020

Reported on

Jul 22, 2020
---
OTIS
OTIS

Otis Worldwide

Sale

$1,001 - $15,000

Jul 22, 2020

Reported on

Jul 22, 2020
---
CARR
CARR

Carrier Global

Sale

$1,001 - $15,000

Jul 22, 2020

Reported on

Jul 22, 2020
---
XOM
XOM

Exxon Mobil

Sale

$1,001 - $15,000

Jul 22, 2020

Reported on

Jul 22, 2020
---
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 29, 2020

Reported on

Jun 29, 2020
Family Revocable Trust
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jun 11, 2020

Reported on

Jun 11, 2020
Dividend Reinvestment
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2020

Reported on

Jun 10, 2020
Dividend Reinvestment
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 18, 2020

Reported on

May 18, 2020
Dividend Reinvestment
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

May 15, 2020

Reported on

May 15, 2020
Reinvestment Of Distribution
----
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 15, 2020

Reported on

May 15, 2020
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 14, 2020

Reported on

May 14, 2020
Dividiend Reinvestment
ECL
ECL

Ecolab

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
---
TMO
TMO

Thermo Fisher Scientific

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
Ilit
ADBE
ADBE

Adobe

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
---
BA
BA

Boeing

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
---
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
---
AMT
AMT

American Tower

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
---
DHR
DHR

Danaher

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
---
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
---
BDX
BDX

Becton, Dickinson

Purchase

$1,001 - $15,000

Apr 09, 2020

Reported on

Apr 09, 2020
---
WMB
WMB

Williams Companies

Purchase

$15,001 - $50,000

Mar 27, 2020

Reported on

Mar 27, 2020
---
MMP
MMP

Magellan Midstream

Purchase

$100,001 - $250,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
----
MMP
MMP

Magellan Midstream

Purchase

$15,001 - $50,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
----
ACN
ACN

Accenture

Purchase

$100,001 - $250,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
WPX
WPX

Wpx Energy, Inc.

Purchase

$15,001 - $50,000

Mar 26, 2020

Reported on

Mar 26, 2020
Family Revocable Trust
----
AMZN
AMZN

Amazon.com

Purchase

$100,001 - $250,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
OKE
OKE

ONEOK

Purchase

$15,001 - $50,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
MSFT
MSFT

Microsoft

Purchase

$250,001 - $500,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
TXN
TXN

Texas Instruments

Purchase

$100,001 - $250,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
WPX
WPX

Wpx Energy, Inc.

Purchase

$100,001 - $250,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
----
WMB
WMB

Williams Companies

Purchase

$100,001 - $250,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
HD
HD

Home Depot

Purchase

$100,001 - $250,000

Mar 26, 2020

Reported on

Mar 26, 2020
---
BBBY
BBBY

Bed Bath & Beyond

Sale

$1,001 - $15,000

Feb 27, 2020

Reported on

Feb 27, 2020
---
----
WBA
WBA

Walgreens Boots Alliance

Sale

$1,001 - $15,000

Feb 27, 2020

Reported on

Feb 27, 2020
---
FTSM
FTSM

First Trust Enhanced Short Maturity ETF

Purchase

$100,001 - $250,000

Feb 27, 2020

Reported on

Feb 27, 2020
---
NGL
NGL

NGL Energy Partners

Sale

$15,001 - $50,000

Feb 27, 2020

Reported on

Feb 27, 2020
---
QSY
QSY

Wisdomtree U.S. Quality

Purchase

$1,001 - $15,000

Feb 14, 2020

Reported on

Feb 14, 2020
Family Revocable Trust
----
EL
EL

Estee Lauder Cos

Purchase

$1,001 - $15,000

Feb 14, 2020

Reported on

Feb 14, 2020
---
ICE
ICE

Intercontinental Exchange

Purchase

$1,001 - $15,000

Feb 14, 2020

Reported on

Feb 14, 2020
---
NGL
NGL

NGL Energy Partners

Purchase

$1,001 - $15,000

Feb 14, 2020

Reported on

Feb 14, 2020
Dividend Reinvestment
MDLZ
MDLZ

Mondelez International

Purchase

$1,001 - $15,000

Feb 14, 2020

Reported on

Feb 14, 2020
---
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2020

Reported on

Feb 14, 2020
Dividend Reinvesment
-

Industrrial Property Trust Inc

Sale

$100,001 - $250,000

Jan 09, 2020

Reported on

Jan 09, 2020
Family Revocable Trust
----
-

Fs Energy & Power Fund Com

Purchase

$1,001 - $15,000

Jan 06, 2020

Reported on

Jan 06, 2020
Full Liquidition
----
-

Inland Real Estate Income Tr Inc

Purchase

$1,001 - $15,000

Jan 03, 2020

Reported on

Jan 03, 2020
Family Revocable Trust
----
CLNC
CLNC

Colony Credit Real Estate, Inc.

Sale

$100,001 - $250,000

Dec 04, 2019

Reported on

Dec 04, 2019
---
----
SLB
SLB

Schlumberger

Sale

$15,001 - $50,000

Dec 04, 2019

Reported on

Dec 04, 2019
Family Revocable Trust
FSK
FSK

FS KKR Capital

Sale

$100,001 - $250,000

Dec 04, 2019

Reported on

Dec 04, 2019
---
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 14, 2019

Reported on

Nov 14, 2019
Dividend Reinvestment
NGL
NGL

NGL Energy Partners

Purchase

$1,001 - $15,000

Nov 14, 2019

Reported on

Nov 14, 2019
Dividend Reinvest
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Nov 12, 2019

Reported on

Nov 12, 2019
Dividend Reinvest
----
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
ADBE
ADBE

Adobe

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
V
V

Visa

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
Family Revocable Trust
LOW
LOW

Lowe's Companies

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
ICLR
ICLR

Icon

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
ORLY
ORLY

O'Reilly Automotive

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
DHR
DHR

Danaher

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
TMO
TMO

Thermo Fisher Scientific

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
AMZN
AMZN

Amazon.com

Purchase

$1,001 - $15,000

Nov 07, 2019

Reported on

Nov 07, 2019
---
VFC
VFC

VF

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
Family Revocable Trust
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$15,001 - $50,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
PG
PG

Procter & Gamble

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
CMCSA
CMCSA

Comcast

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
DEO
DEO

Diageo

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
CVX
CVX

Chevron

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
BLK
BLK

BlackRock

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
KO
KO

Coca-Cola

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
UTX
UTX

United Technologies Corporation

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
----
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
CL
CL

Colgate-Palmolive

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
MSFT
MSFT

Microsoft

Purchase

$15,001 - $50,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
CB
CB

Chubb

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
CR
CR

Crane

Purchase

$1,001 - $15,000

Oct 15, 2019

Reported on

Oct 15, 2019
---
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Oct 10, 2019

Reported on

Oct 10, 2019
Dividend Reinvestment
----
FSK
FSK

FS KKR Capital

Purchase

$1,001 - $15,000

Oct 02, 2019

Reported on

Oct 02, 2019
Dividend Reinvestment
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Sep 10, 2019

Reported on

Sep 10, 2019
Reinvest Dividends
----
NGL
NGL

NGL Energy Partners

Purchase

$1,001 - $15,000

Aug 14, 2019

Reported on

Aug 14, 2019
Dividend Reinvestment
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 14, 2019

Reported on

Aug 14, 2019
---
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Aug 09, 2019

Reported on

Aug 09, 2019
Dividend Reinvestment
----
LIN
LIN

Linde

Purchase

$50,001 - $100,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
CB
CB

Chubb

Purchase

$15,001 - $50,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
HON
HON

Honeywell Intl

Purchase

$50,001 - $100,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
EL
EL

Estee Lauder Cos

Purchase

$50,001 - $100,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
CL
CL

Colgate-Palmolive

Purchase

$15,001 - $50,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
KO
KO

Coca-Cola

Purchase

$15,001 - $50,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
INTC
INTC

Intel

Purchase

$50,001 - $100,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
PG
PG

Procter & Gamble

Purchase

$15,001 - $50,000

Aug 07, 2019

Reported on

Aug 07, 2019
Family Revocable Trust
XOM
XOM

Exxon Mobil

Purchase

$50,001 - $100,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
ICLR
ICLR

Icon

Purchase

$50,001 - $100,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
DHR
DHR

Danaher

Purchase

$15,001 - $50,000

Aug 07, 2019

Reported on

Aug 07, 2019
New Purchase
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Jul 10, 2019

Reported on

Jul 10, 2019
Reinvest Dividends
----
RHT
RHT

Red Hat, Inc.

Sale

$15,001 - $50,000

Jul 10, 2019

Reported on

Jul 10, 2019
Family Revocable Trust
----
FSK
FSK

FS KKR Capital

Purchase

$1,001 - $15,000

Jul 02, 2019

Reported on

Jul 02, 2019
Reinvest Dividends
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Jun 10, 2019

Reported on

Jun 10, 2019
Dividend Reinvestment
----
NGL
NGL

NGL Energy Partners

Purchase

$1,001 - $15,000

May 15, 2019

Reported on

May 15, 2019
Family Revocable Trust
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

May 10, 2019

Reported on

May 10, 2019
---
----
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Apr 10, 2019

Reported on

Apr 10, 2019
---
----
FSK
FSK

FS KKR Capital

Purchase

$1,001 - $15,000

Apr 02, 2019

Reported on

Apr 02, 2019
---
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Mar 11, 2019

Reported on

Mar 11, 2019
---
----
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Feb 11, 2019

Reported on

Feb 11, 2019
---
----
-

Jnl/Mellon Capital S&P

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchase Shares Of Jnl/Mellon Capital S&P 400 Midcap Index Fund
----
-

Jnl/Pimco Investment Grade

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchased Shares Of Jnl/Pimco Investment Grade Corporate Bond
----
-

Jnl/S&P Dividend Income &

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchased Shares Of Jnl/S&P Dividend Income & Growth
----
-

Jnl/The Boston Company Equity

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Family Revocable Trust
----
-

Jnl/Famco Flex Core Covered

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchased Shares Of Jnl/Famco Flex Core Covered Call
----
-

Jnl Ishares Tactical Growth [Va]

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchased Shares Of Jnl Ishares Tactical Growth
----
-

Jnl/First State Global

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchase Shares Of Jnl/First State Global Infrastructure Fund
----
-

Jnl/Franklin Templeton Global

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchased Shares Of Jnl/Franklin Templeton Global Multisector Bond Fund
----
-

Jnl/Mellon Capital Information

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchase Shares Of Jnl/Mellon Capital Information Technology Sector Fund
----
-

Jnl/Mellon Capital Nasdaq®

Purchase

$1,001 - $15,000

Jan 23, 2019

Reported on

Jan 23, 2019
Purchased Shares Of Jnl/Mellon Capital Nasdaq® 100 Index Fund
----
-

Colony Cr Real Estate Inc

Purchase

$1,001 - $15,000

Jan 10, 2019

Reported on

Jan 10, 2019
---
----
-

Fs Invt Corp Ii Com100%

Purchase

$1,001 - $15,000

Jan 03, 2019

Reported on

Jan 03, 2019
---
----
-

Fs Energy & Power Fund

Purchase

$1,001 - $15,000

Jan 03, 2019

Reported on

Jan 03, 2019
---
----
-

Inland Real Estate Income

Purchase

$1,001 - $15,000

Jan 03, 2019

Reported on

Jan 03, 2019
---
----
CLNC
CLNC

Colony Credit Real Estate, Inc.

Purchase

$1,001 - $15,000

Dec 10, 2018

Reported on

Dec 10, 2018
Dividend Reinvestment
----

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