Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Buy
AbbVie Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+17.1%S&P +21.4%
Buy
Adobe Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months−12.8%S&P +21.4%
Buy
Advanced Micro Devices, Inc.
May 5, 2025
$1,001 - $15,000
6 months+155.4%S&P +21.4%
Buy
Alphabet Inc. - Class C Capital Stock
May 5, 2025
$1,001 - $15,000
6 months+86.7%S&P +21.4%
Buy
Amazon.com, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+32.6%S&P +21.4%
Buy
American Express Company Common Stock
May 5, 2025
$1,001 - $15,000
6 months+33.1%S&P +21.4%
Buy
Amgen Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+17.9%S&P +21.4%
Buy
Apple Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+38.0%S&P +21.4%
Buy
Applied Materials, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+55.5%S&P +21.4%
Buy
Bank of America Corporation Common Stock
May 5, 2025
$1,001 - $15,000
6 months+29.6%S&P +21.4%
Buy
Berkshire Hathaway Inc. New Common Stock
May 5, 2025
$1,001 - $15,000
6 months−5.7%S&P +21.4%
Buy
BHP Group Limited American Depositary Shares
May 5, 2025
$1,001 - $15,000
6 months+17.3%S&P +21.4%
Buy
Blackstone Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+7.6%S&P +21.4%
Buy
Boeing Company
May 5, 2025
$1,001 - $15,000
6 months+6.5%S&P +21.4%
Buy
BP p.l.c. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+30.8%S&P +21.4%
Buy
Cardinal Health, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+29.0%S&P +21.4%
Buy
Caterpillar, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+78.9%S&P +21.4%
Buy
Charles Schwab Corporation
May 5, 2025
$1,001 - $15,000
6 months+12.2%S&P +21.4%
Buy
Chevron Corporation Common Stock
May 5, 2025
$1,001 - $15,000
6 months+15.1%S&P +21.4%
Buy
Corning Incorporated Common Stock
May 5, 2025
$1,001 - $15,000
6 months+96.1%S&P +21.4%
Buy
Cummins Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+49.0%S&P +21.4%
Buy
Dell Technologies Inc. Class C Common Stock
May 5, 2025
$1,001 - $15,000
6 months+60.3%S&P +21.4%
Buy
Devon Energy Corporation Common Stock
May 5, 2025
$1,001 - $15,000
6 months+8.3%S&P +21.4%
Buy
Digital Realty Trust, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+1.0%S&P +21.4%
Buy
Duke Energy Corporation
May 5, 2025
$1,001 - $15,000
6 months+2.7%S&P +21.4%
Buy
Eli Lilly and Company Common Stock
May 5, 2025
$1,001 - $15,000
6 months+19.7%S&P +21.4%
Buy
FedEx Corporation Common Stock
May 5, 2025
$1,001 - $15,000
6 months+20.3%S&P +21.4%
Buy
Frontline Plc Ordinary Shares
May 5, 2025
$1,001 - $15,000
6 months+39.4%S&P +21.4%
Buy
Gilead Sciences, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+25.7%S&P +21.4%
Buy
Gilead Sciences, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+25.7%S&P +21.4%
Buy
Goldman Sachs Group, Inc.
May 5, 2025
$1,001 - $15,000
6 months+45.2%S&P +21.4%
Buy
Home Depot, Inc.
May 5, 2025
$1,001 - $15,000
6 months+4.3%S&P +21.4%
Buy
Impinj, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+84.5%S&P +21.4%
Buy
Intel Corporation - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+89.0%S&P +21.4%
Buy
Johnson & Johnson Common Stock
May 5, 2025
$1,001 - $15,000
6 months+20.1%S&P +21.4%
Buy
JP Morgan Chase & Co. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+26.2%S&P +21.4%
Buy
Kinder Morgan, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months−4.1%S&P +21.4%
Buy
MercadoLibre, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+1.8%S&P +21.4%
Buy
Merck & Company, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+8.8%S&P +21.4%
Buy
Meta Platforms, Inc. - Class A Common Stock
May 5, 2025
$1,001 - $15,000
6 months+6.7%S&P +21.4%
Buy
Microsoft Corporation - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+17.4%S&P +21.4%
Buy
Morgan Stanley Common Stock
May 5, 2025
$1,001 - $15,000
6 months+40.5%S&P +21.4%
Buy
NextEra Energy, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+23.9%S&P +21.4%
Buy
Norfolk Southern Corporation Common Stock
May 5, 2025
$1,001 - $15,000
6 months+28.3%S&P +21.4%
Buy
Norfolk Southern Corporation Common Stock
May 5, 2025
$1,001 - $15,000
6 months+28.3%S&P +21.4%
Buy
NVIDIA Corporation - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+66.8%S&P +21.4%
Buy
Occidental Petroleum Corporation Common Stock
May 5, 2025
$1,001 - $15,000
6 months+3.0%S&P +21.4%
Buy
Occidental Petroleum Corporation Common Stock
May 5, 2025
$1,001 - $15,000
6 months+3.0%S&P +21.4%
Buy
Old Dominion Freight Line, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months−9.2%S&P +21.4%
Buy
Palo Alto Networks, Inc.
May 5, 2025
$1,001 - $15,000
6 months+13.3%S&P +21.4%
Buy
Paychex, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months−21.4%S&P +21.4%
Buy
QUALCOMM Incorporated - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+26.0%S&P +21.4%
Buy
ServiceNow, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months−10.5%S&P +21.4%
Buy
Starbucks Corporation - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+1.6%S&P +21.4%
Buy
Tesla, Inc. - Common Stock
May 5, 2025
$1,001 - $15,000
6 months+67.3%S&P +21.4%
Buy
The Hershey Company Common Stock
May 5, 2025
$1,001 - $15,000
6 months+2.4%S&P +21.4%
Buy
United Parcel Service, Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+2.4%S&P +21.4%
Buy
no ticker
VANGUARD S&P 500 ETF
May 5, 2025
$1,001 - $15,000
Not countednot a stock
Buy
Visa Inc.
May 5, 2025
$1,001 - $15,000
6 months−2.5%S&P +21.4%
Buy
Walmart Inc. Common Stock
May 5, 2025
$1,001 - $15,000
6 months+3.2%S&P +21.4%