Side
Ticker
Company
Traded
Size in the filing
Latest result, S&P
Sell
Accenture plc Class A Ordinary Shares
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+36.0 pointsstock −23.5%, S&P +12.5%
Sell
Adobe Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+35.2 pointsstock −22.7%, S&P +12.5%
Buy
no ticker
Alcan Inc Debs
Apr 11, 2025
$15,001 - $50,000
Not countednot a stock
Sell
Alphabet Inc. - Class A Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−59.0 pointsstock +71.5%, S&P +12.5%
Sell
Amazon.com, Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−0.5 pointsstock +13.0%, S&P +12.5%
Sell
Analog Devices, Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+9.2 pointsstock +3.3%, S&P +12.5%
Sell
Apple Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−15.9 pointsstock +28.4%, S&P +12.5%
Sell
AT&T Inc.
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+19.7 pointsstock −7.2%, S&P +12.5%
Buy
no ticker
Bank Amer Corp SR
Apr 11, 2025
$15,001 - $50,000
Not countednot a stock
Sell
BlackRock, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+8.4 pointsstock +4.1%, S&P +12.5%
Sell
Booking Holdings Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+22.9 pointsstock −10.4%, S&P +12.5%
Sell
Broadcom Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−36.7 pointsstock +49.2%, S&P +12.5%
Sell
Danaher Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−0.1 pointsstock +12.6%, S&P +12.5%
Sell
Deere & Company Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+22.1 pointsstock −9.6%, S&P +12.5%
Sell
Dollar General Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+6.2 pointsstock +6.3%, S&P +12.5%
Sell
Elevance Health, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+29.7 pointsstock −17.2%, S&P +12.5%
Sell
Eli Lilly and Company Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−23.3 pointsstock +35.8%, S&P +12.5%
Sell
Equity Residential Common Shares of Beneficial Interest
Apr 11, 2025
$1,001 - $15,000
After sellingNot yetno closing prices for this company yet
Sell
Essential Utilities, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+8.7 pointsstock +3.8%, S&P +12.5%
Sell
Estee Lauder Companies, Inc.
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−20.4 pointsstock +32.9%, S&P +12.5%
Sell
Evergy, Inc.
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−4.6 pointsstock +17.1%, S&P +12.5%
Sell
Fiserv, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+75.4 pointsstock −62.9%, S&P +12.5%
Sell
Fortinet, Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+34.3 pointsstock −21.8%, S&P +12.5%
Sell
Honeywell International Inc.
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+19.0 pointsstock −6.5%, S&P +12.5%
Sell
Intuit Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+15.9 pointsstock −3.4%, S&P +12.5%
Buy
no ticker
JP Morgan Chase &Co
Apr 11, 2025
$15,001 - $50,000
Not countednot a stock
Sell
Linde plc - Ordinary Shares
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+21.2 pointsstock −8.7%, S&P +12.5%
Sell
Lowe's Companies, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+15.5 pointsstock −3.0%, S&P +12.5%
Sell
Magna International, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−20.8 pointsstock +33.3%, S&P +12.5%
Sell
Marathon Petroleum Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−9.6 pointsstock +22.1%, S&P +12.5%
Sell
Microsoft Corporation - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+1.7 pointsstock +10.8%, S&P +12.5%
Sell
Mondelez International, Inc. - Class A Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+26.7 pointsstock −14.2%, S&P +12.5%
Sell
Moody's Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+16.4 pointsstock −3.9%, S&P +12.5%
Sell
Netflix, Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+19.9 pointsstock −7.4%, S&P +12.5%
Sell
NiSource Inc Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+2.9 pointsstock +9.6%, S&P +12.5%
Sell
NVIDIA Corporation - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−25.2 pointsstock +37.7%, S&P +12.5%
Sell
PayPal Holdings, Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+26.9 pointsstock −14.4%, S&P +12.5%
Sell
Pepsico, Inc.
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−2.0 pointsstock +14.5%, S&P +12.5%
Buy
no ticker
Prudential Finl Inc Medium Term
Apr 11, 2025
$15,001 - $50,000
Not countednot a stock
Sell
RTX Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−16.7 pointsstock +29.2%, S&P +12.5%
Sell
Salesforce, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+29.8 pointsstock −17.3%, S&P +12.5%
Sell
ServiceNow, Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+31.0 pointsstock −18.5%, S&P +12.5%
Sell
Starbucks Corporation - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+12.2 pointsstock +0.3%, S&P +12.5%
Sell
Tesla, Inc. - Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−7.0 pointsstock +19.5%, S&P +12.5%
Sell
The Hershey Company Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−3.6 pointsstock +16.1%, S&P +12.5%
Sell
Thermo Fisher Scientific Inc Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months−24.8 pointsstock +37.3%, S&P +12.5%
Sell
Truist Financial Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+3.9 pointsstock +8.6%, S&P +12.5%
Sell
Union Pacific Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+15.0 pointsstock −2.5%, S&P +12.5%
Sell
UnitedHealth Group Incorporated Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+9.7 pointsstock +2.8%, S&P +12.5%
Sell
V.F. Corporation Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+11.7 pointsstock +0.8%, S&P +12.5%
Sell
Verizon Communications Inc. Common Stock
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+16.8 pointsstock −4.3%, S&P +12.5%
Sell
Visa Inc.
Apr 11, 2025
$1,001 - $15,000
After selling, 6 months+23.6 pointsstock −11.1%, S&P +12.5%
Buy
no ticker
Walmart Stores Inc
Apr 11, 2025
$15,001 - $50,000
Not countednot a stock