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Kevin Hern

Republican / House / Oklahoma

$109.24M Net Worth Est.
$118.40M Trade Volume
840 Total Trades
Mar 31, 2025 Last Traded
  • Current Member Yes
  • Years Active 2018 - Present
  • Age 63

Show More

  • Trades
  • Live Stock Portfolio
  • Net Worth
  • Corporate Donors
  • Proposed Legislation

Trade Volume by Year

Buy
Sell
20182019202020212022202320242025010M20M30M40M50M
$118.40M Trade Volume
840 Total Trades
Top Traded Sectors
  • Energy 150
  • Information Technology 97
  • Health Care 93
  • Industrials 90
  • Financials 66

Trades

Click on a trade or stock for more details

Estimated excess return of the underlying stock since the transaction

Stock
Transaction
Filed
Traded
Description
Excess Return
null logo
-MORGAN STANLEY FIN LLC MTN ZERO CPNCorporate Securities (Bonds and Notes)
Sale$500,001 - $1,000,000Apr 23, 2025Mar 31, 2025MATURED - REDEEMED BY THE ISSU...-
null logo
-FT VEST TOTAL RETURN INCOME FUND SERIES A4 CLASS IStock (Not Publicly Traded)
Purchase$100,001 - $250,000Feb 14, 2025Jan 29, 2025BUY OPEN...-
AGCO logo
AGCOAGCO CORPORATION COMMON STOCKStock
Sale$50,001 - $100,000Jan 15, 2025Dec 31, 2024SELL TO CLOSE...13.08%
DVN logo
DVNDEVON ENERGY CORPORATION COMMON STOCKStock
Sale$250,001 - $500,000Jan 15, 2025Dec 31, 2024REBALANCE POSITION TOWARD ORIG...4.07%
DXCM logo
DXCMDEXCOM, INC. - COMMON STOCKStock
Sale$50,001 - $100,000Jan 15, 2025Dec 31, 2024SELL TO CLOSE...8.48%
EL logo
ELESTEE LAUDER COMPANIES, INC.Stock
Sale$15,001 - $50,000Jan 15, 2025Dec 31, 2024SELL TO CLOSE FILING ID #20026...-13.63%
INTC logo
INTCINTEL CORPORATION - COMMON STOCKStock
Sale$50,001 - $100,000Jan 15, 2025Dec 31, 2024SELL TO CLOSE...12.94%
JNJ logo
JNJJOHNSON & JOHNSON COMMON STOCKStock
Sale$100,001 - $250,000Jan 15, 2025Dec 31, 2024SELL TO CLOSE...2.88%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jan 15, 2025Dec 12, 2024DIVIDEND REINVESTMENT...-6.23%
XOM logo
XOMEXXON MOBIL CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Jan 15, 2025Dec 10, 2024DIVIDEND REINVESTMENT...-0.19%
null logo
-CITIGROUP MTN 9/1/2026Corporate Securities (Bonds and Notes)
Sale$500,001 - $1,000,000Jan 15, 2025Dec 3, 2024NOTE CALLED BY THE ISSUER. POS...-
null logo
-FEDERAL FARM CREDIT BANKS FUNDING CORP 0.87500% 11/18/2024 BONDGovernment Securities and Agency Debt
Sale$100,001 - $250,000Dec 16, 2024Nov 18, 2024BOND MATURED, REDEEMED BY ISSU...-
MCD logo
MCDMCDONALD'S CORPORATION COMMON STOCKStock
Purchase$100,001 - $250,000Nov 15, 2024Oct 29, 2024-4.38%
null logo
-UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/03/2024Government Securities and Agency Debt
Sale$1,000,001 - $5,000,000Nov 15, 2024Oct 3, 2024FULL REDEMPTION - MATURED 10/3...-
null logo
-UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/03/2024Government Securities and Agency Debt
Sale$100,001 - $250,000Nov 15, 2024Oct 3, 2024FULL REDEMPTION - MATURED 10/3...-
null logo
-CITIGROUP MTN 9/1/2026Corporate Securities (Bonds and Notes)
Sale$250,001 - $500,000Oct 16, 2024Sep 23, 2024FULL CALL. REDEEMED BY THE ISS...-
null logo
-BARCLAYS BANK SERIES A MTN 1/22/27Corporate Securities (Bonds and Notes)
Sale$250,001 - $500,000Aug 10, 2024Jul 26, 2024NOTE CALLED BY ISSUER...-
null logo
-BANK OF MONTREAL MTN 4/19/27Corporate Securities (Bonds and Notes)
Sale$250,001 - $500,000Aug 10, 2024Jul 19, 2024NOTE CALLED BY ISSUER 7/19/24...-
CB logo
CBCHUBB LIMITED COMMON STOCKStock
Purchase$1,001 - $15,000Aug 10, 2024Jul 8, 2024DIVIDEND REINVESTMENT...8.20%
null logo
-INLAND REAL ESTATE INCOME TRUSTStock (Not Publicly Traded)
Purchase$1,001 - $15,000Aug 10, 2024Jul 8, 2024DIVIDEND REINVESTMENT...-
DVN logo
DVNDEVON ENERGY CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 28, 2024DIVIDEND REINVESTMENT...-35.93%
DVN logo
DVNDEVON ENERGY CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 28, 2024DIVIDEND REINVESTMENT...-35.93%
LMT logo
LMTLOCKHEED MARTIN CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 28, 2024DIVIDEND REINVESTMENT...-8.16%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 25, 2024DIVIDEND REINVESTMENT...-41.62%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Jul 15, 2024Jun 24, 2024DIVIDEND REINVESTMENT...26.17%
LIN logo
LINLINDE PLC - ORDINARY SHARESStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 21, 2024DIVIDEND REINVESTMENT...-4.68%
AGCO logo
AGCOAGCO CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 20, 2024DIVIDEND REINVESTMENT...-2.44%
NEE logo
NEENEXTERA ENERGY, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 17, 2024DIVIDEND REINVESTMENT...-8.10%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jul 15, 2024Jun 13, 2024DIVIDEND REINVESTMENT...0.04%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jul 15, 2024Jun 13, 2024DIVIDEND REINVESTMENT...0.04%
RTX logo
RTXRTX CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 13, 2024DIVIDEND REINVESTMENT...16.38%
EMR logo
EMREMERSON ELECTRIC COMPANY COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 10, 2024DIVIDEND REINVESTMENT...2.20%
ROK logo
ROKROCKWELL AUTOMATION, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 10, 2024-10.19%
XOM logo
XOMEXXON MOBIL CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 10, 2024DIVIDEND REINVESTMENT...-12.78%
XOM logo
XOMEXXON MOBIL CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 10, 2024DIVIDEND REINVESTMENT FILING I...-12.78%
JNJ logo
JNJJOHNSON & JOHNSON COMMON STOCKStock
Purchase$1,001 - $15,000Jul 15, 2024Jun 4, 2024DIVIDEND REINVESTMENT...-10.28%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATED - COMMON STOCKStock
Purchase$1,001 - $15,000Jun 7, 2024May 21, 2024DIVIDEND REINVESTMENT...-16.04%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATED - COMMON STOCKStock
Purchase$1,001 - $15,000Jun 7, 2024May 21, 2024DIVIDEND REINVESTMENT...-16.04%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Jun 7, 2024May 17, 2024DIVIDEND REINVESTMENT...-4.36%
null logo
-US TREAS BILLS 05/16/2024Government Securities and Agency Debt
Sale$500,001 - $1,000,000Jun 7, 2024May 16, 2024T-BILL REDEEMED AT MATURITY...-
MMC logo
MMCMARSH & MCLENNAN COMPANIES, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Jun 7, 2024May 15, 2024DIVIDEND REINVESTMENT...-0.90%
OKE logo
OKEONEOK, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Jun 7, 2024May 15, 2024DIVIDEND REINVESTMENT FILING I...-4.00%
OKE logo
OKEONEOK, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Jun 7, 2024May 15, 2024DIVIDEND REINVESTMENT...-4.00%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANY COMMON STOCKStock
Exchange$100,001 - $250,000Jun 7, 2024May 3, 2024EXCHANGED FOR 2.3234 SHARES OF...-
XOM logo
XOMEXXON MOBIL CORPORATION COMMON STOCKStock
Exchange$100,001 - $250,000Jun 7, 2024May 3, 2024SHARES RECEIVED THROUGH MERGER...-20.45%
JPM logo
JPMJP MORGAN CHASE & CO. COMMON STOCKStock
Purchase$1,001 - $15,000May 12, 2024Apr 30, 2024DIVIDEND REINVESTMENT...20.12%
null logo
-TORONTO DOMINION BANK SER E NOTE 04/27/2029Corporate Securities (Bonds and Notes)
Purchase$250,001 - $500,000May 12, 2024Apr 24, 2024BUY OPEN...-
null logo
-INLAND REAL ESTATE INCOME TRUSTStock (Not Publicly Traded)
Purchase$1,001 - $15,000May 12, 2024Apr 8, 2024DIVIDEND REINVESTMENT...-
LMT logo
LMTLOCKHEED MARTIN CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 29, 2024DIVIDEND REINVESTMENT...-9.52%
DVN logo
DVNDEVON ENERGY CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 28, 2024DIVIDEND REINVESTMENT...-44.28%
DVN logo
DVNDEVON ENERGY CORPORATION COMMON STOCKStock
Purchase$15,001 - $50,000Apr 12, 2024Mar 28, 2024DIVIDEND REINVESTMENT...-44.28%
LIN logo
LINLINDE PLC - ORDINARY SHARESStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 28, 2024DIVIDEND REINVESTMENT...-14.17%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Apr 12, 2024Mar 25, 2024DIVIDEND REINVESTMENT...38.29%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANY COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 22, 2024DIVIDEND REINVESTMENT...8.64%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Apr 12, 2024Mar 21, 2024DIVIDEND REINVESTMENT...-16.80%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Apr 12, 2024Mar 21, 2024DIVIDEND REINVESTMENT FILING I...-16.80%
RTX logo
RTXRTX CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 21, 2024-26.74%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 19, 2024DIVIDEND REINVESTMENT...-48.88%
NEE logo
NEENEXTERA ENERGY, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 15, 2024DIVIDEND REINVESTMENT...4.58%
EMR logo
EMREMERSON ELECTRIC COMPANY COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 11, 2024DIVIDEND REINVESTMENT...-3.96%
ROK logo
ROKROCKWELL AUTOMATION, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 11, 2024DIVIDEND REINVESTMENT...-7.47%
XOM logo
XOMEXXON MOBIL CORPORATION COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 11, 2024DIVIDEND REINVESTMENT...-14.40%
JNJ logo
JNJJOHNSON & JOHNSON COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2024Mar 5, 2024DIVIDEND REINVESTMENT...-22.62%
null logo
-CITIGROUP GLOBAL MKTS HLDGS IN SER N 0.00000% 08/20/2027 MTN ZERO CPNCorporate Securities (Bonds and Notes)
Sale$250,001 - $500,000Mar 12, 2024Feb 23, 2024NOTE CALLED BY ISSUER....-
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Mar 12, 2024Feb 20, 2024DIVIDEND REINVESTMENT...-29.11%
MMC logo
MMCMARSH & MCLENNAN COMPANIES, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Mar 12, 2024Feb 15, 2024DIVIDEND REINVESTMENT...-4.11%
OKE logo
OKEONEOK, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Mar 12, 2024Feb 14, 2024DIVIDEND REINVESTMENT...8.40%
OKE logo
OKEONEOK, INC. COMMON STOCKStock
Purchase$1,001 - $15,000Mar 12, 2024Feb 14, 2024DIVIDEND REINVESTMENT FILING I...8.40%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATED - COMMON STOCKStock
Purchase$1,001 - $15,000Mar 12, 2024Feb 13, 2024DIVIDEND REINVESTMENT...0.95%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATED - COMMON STOCKStock
Purchase$1,001 - $15,000Mar 12, 2024Feb 13, 2024DIVIDEND REINVESTMENT...0.95%
JPM logo
JPMJP MORGAN CHASE & CO. COMMON STOCKStock
Purchase$1,001 - $15,000Feb 11, 2024Jan 31, 2024DIVIDEND REINVESTMENT...29.14%
COST logo
COSTCOSTCO WHOLESALE CORPORATION - COMMON STOCKStock
Purchase$1,001 - $15,000Feb 11, 2024Jan 12, 2024DIVIDEND REINVESTMENT...24.55%
null logo
-INLAND REAL ESTATE INCOME TRUSTStock (Not Publicly Traded)
Purchase$1,001 - $15,000Feb 11, 2024Jan 5, 2024DIVIDEND REINVESTMENT...-
EXAS logo
EXASEXACT SCIENCES CORPORATION - COMMON STOCKStock
Sale$1,001 - $15,000Feb 11, 2024Jan 2, 2024SELL TO CLOSE...-50.79%
VUZI logo
VUZIVUZIX CORPORATIONStock
Sale$1,001 - $15,000Feb 11, 2024Jan 2, 2024SELL TO CLOSE FILING ID #20024...-7.59%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 29, 2023DIVIDEND REINVESTMENT...-48.24%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Jan 13, 2024Dec 29, 2023DIVIDEND REINVESTMENT...-48.24%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 29, 2023DIVIDEND REINVESTMENT...-20.76%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2024Dec 26, 2023DIVIDEND REINVESTMENT...41.04%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 22, 2023DIVIDEND REINVESTMENT...11.28%
LIN logo
LINLINDE PLC - ORDINARY SHARESStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 18, 2023DIVIDEND REINVESTMENT...-12.57%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2024Dec 15, 2023DIVIDEND REINVESTMENT...-7.96%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2024Dec 14, 2023--17.34%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2024Dec 14, 2023DIVIDEND REINVESTMENT...-17.34%
RTX logo
RTXRTX CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 14, 2023DIVIDEND REINVESTMENT...35.47%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 12, 2023DIVIDEND REINVESTMENT...-68.09%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 11, 2023DIVIDEND REINVESTMENT...8.38%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2024Dec 11, 2023DIVIDEND REINVESTMENT...-17.84%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 11, 2023DIVIDEND REINVESTMENT...-17.21%
CCLD logo
CCLDCARECLOUD, INC.Stock
Sale$1,001 - $15,000Jan 13, 2024Dec 8, 2023SELL TO CLOSE...65.59%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Jan 13, 2024Dec 5, 2023DIVIDEND REINVESTMENT...-34.62%
null logo
-UNITED STATES TREAS BILLS ZERO CPN 0.00000% 11/30/2023Government Securities and Agency Debt
Sale$500,001 - $1,000,000Dec 7, 2023Nov 30, 2023REDEEMED BY ISSUER...-
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Dec 7, 2023Nov 15, 2023DIVIDEND REINVESTMENT...-31.27%
MMC logo
MMCMARSH & MCLENNAN COMPANIES, INC.Stock
Purchase$1,001 - $15,000Dec 7, 2023Nov 15, 2023DIVIDEND REINVESTMENT...-14.59%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Dec 7, 2023Nov 14, 2023DIVIDEND REINVESTMENT...1.73%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Dec 7, 2023Nov 14, 2023DIVIDEND REINVESTMENT...1.73%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Dec 7, 2023Nov 14, 2023DIVIDEND REINVESTMENT...-5.56%
null logo
-TEXAS INSTRUMENTS INCORPORATED
Purchase$1,001 - $15,000Dec 7, 2023Nov 14, 2023--
null logo
-FEDL HOME LN MTG CRP 11/6/2023Government Securities and Agency Debt
Sale$100,001 - $250,000Dec 7, 2023Nov 6, 2023REDEEMED BY ISSUER....-
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000Nov 17, 2023Oct 31, 2023DIVIDEND REINVESTMENT...48.52%
CMP logo
CMPCOMPASS MINERALS INTL INCStock
Sale$1,001 - $15,000Nov 17, 2023Oct 11, 2023SELL TO CLOSE...-63.36%
VOD logo
VODVODAFONE GROUP PLC - AMERICAN DEPOSITARY SHARES EACH REPRESENTING TEN ORDINARY SHARESStock
Sale$1,001 - $15,000Nov 17, 2023Oct 11, 2023SELL TO CLOSE...-40.84%
null logo
-UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/03/2024Government Securities and Agency Debt
Purchase$50,001 - $100,000Nov 17, 2023Oct 11, 2023--
null logo
-UNITED STATES TREAS BILLS ZERO CPN 0.00000% 10/03/2024Government Securities and Agency Debt
Purchase$500,001 - $1,000,000Nov 17, 2023Oct 11, 2023BUY TO OPEN...-
null logo
-INLAND REAL ESTATE INCOME TRUSTStock (Not Publicly Traded)
Purchase$1,001 - $15,000Nov 17, 2023Oct 6, 2023REINVESTMENT OF DISTRIBUTION...-
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Oct 13, 2023Sep 29, 2023DIVIDEND REINVESTMENT...-65.90%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 29, 2023DIVIDEND REINVESTMENT...-65.90%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Exchange$50,001 - $100,000Oct 13, 2023Sep 26, 2023MERGER EXCHANGED FOR .667 SHRS...-
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Exchange$500,001 - $1,000,000Oct 13, 2023Sep 26, 2023MERGER - EXCHANGED FOR .667 SH...-
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 25, 2023DIVIDEND REINVESTMENT...-
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Oct 13, 2023Sep 25, 2023DIVIDEND REINVESTMENT...34.74%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 21, 2023DIVIDEND REINVESTMENT...4.26%
LIN logo
LINLINDE PLC ORDINARY SHARESStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 19, 2023DIVIDEND REINVESTMENT...-15.30%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 19, 2023DIVIDEND REINVESTMENT...-65.85%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Oct 13, 2023Sep 15, 2023DIVIDEND REINVESTMENT...-27.52%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Oct 13, 2023Sep 14, 2023DIVIDEND REINVESTMENT...-16.11%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Oct 13, 2023Sep 14, 2023--16.11%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 11, 2023DIVIDEND REINVESTMENT...-9.55%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Oct 13, 2023Sep 11, 2023DIVIDEND REINVESTMENT...-26.93%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 11, 2023DIVIDEND REINVESTMENT...-35.06%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 7, 2023DIVIDEND REINVESTMENT...-38.88%
RTX logo
RTXRTX CORPORATIONStock
Purchase$1,001 - $15,000Oct 13, 2023Sep 7, 2023DIVIDEND REINVESTMENT...23.20%
null logo
-US TREAS BILLS 08/31/2023Government Securities and Agency Debt
Sale$500,001 - $1,000,000Sep 7, 2023Aug 31, 2023MATURED/REDEEMED...-
null logo
-CITIGROUP GLOBAL MKTS HLDGS IN SER N 0.00000% 08/20/2027 MTN ZERO CPNCorporate Securities (Bonds and Notes)
Purchase$500,001 - $1,000,000Sep 7, 2023Aug 17, 2023BUY TO OPEN....-
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Sep 7, 2023Aug 15, 2023DIVIDEND REINVESTMENT...-27.39%
MMC logo
MMCMARSH & MCLENNAN COMPANIES, INC.Stock
Purchase$1,001 - $15,000Sep 7, 2023Aug 15, 2023DIVIDEND REINVESTMENT...-13.30%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Sep 7, 2023Aug 15, 2023DIVIDEND REINVESTMENT...-20.83%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Sep 7, 2023Aug 14, 2023REINVESTMENT OF DIVIDEND/ROC...8.43%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Sep 7, 2023Aug 14, 2023DIVIDEND REINVESTMENT FILING I...1.13%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000Aug 16, 2023Jul 31, 2023DIVIDEND REINVESTMENT...38.10%
null logo
-CITIGROUP GLOBAL MKTS HLDGS IN SER A 07/27/2027MTNCorporate Securities (Bonds and Notes)
Sale$250,001 - $500,000Aug 16, 2023Jul 28, 2023NOTE WAS CALLED BY THE ISSUER....-
null logo
-UNITED STATES TREAS BILLS ZERO CPN 0.00000% 07/20/2023Government Securities and Agency Debt
Sale$100,001 - $250,000Aug 16, 2023Jul 20, 2023--
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000Aug 16, 2023Jul 17, 2023DIVIDEND REINVESTMENT...-
null logo
-INLAND REAL ESTATE INCOME TRUSTStock (Not Publicly Traded)
Purchase$1,001 - $15,000Aug 16, 2023Jul 13, 2023DIVIDEND REINVESTMENT...-
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 30, 2023DIVIDEND REINVESTMENT...-61.93%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Jul 12, 2023Jun 30, 2023DIVIDEND REINVESTMENT...-61.93%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 27, 2023DIVIDEND REINVESTMENT...-68.08%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Jul 12, 2023Jun 26, 2023DIVIDEND REINVESTMENT...50.34%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 23, 2023DIVIDEND REINVESTMENT...-33.62%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 21, 2023DIVIDEND REINVESTMENT...16.92%
ARGO logo
ARGOARGO GROUP INTERNATIONAL HOLDINGS, LTD.Stock
Purchase$1,001 - $15,000Jul 12, 2023Jun 20, 2023DIVIDEND REINVESTMENT...-0.93%
LIN logo
LINLINDE PLC ORDINARY SHARESStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 16, 2023DIVIDEND REINVESTMENT...-11.80%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jul 12, 2023Jun 15, 2023DIVIDEND REINVESTMENT...-7.95%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jul 12, 2023Jun 15, 2023DIVIDEND REINVESTMENT...-7.95%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Jul 12, 2023Jun 15, 2023DIVIDEND REINVESTMENT...-36.20%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 15, 2023DIVIDEND REINVESTMENT...0.88%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Jul 12, 2023Jun 12, 2023DIVIDEND REINVESTMENT...-36.67%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 9, 2023DIVIDEND REINVESTMENT...7.76%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 9, 2023DIVIDEND REINVESTMENT FILING I...-34.67%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Jul 12, 2023Jun 6, 2023DIVIDEND REINVESTMENT...-43.00%
null logo
-UNITED STATES T-BILL 5/16/2024Government Securities and Agency Debt
Purchase$500,001 - $1,000,000Jul 12, 2023Jun 1, 2023BUY TO OPEN...-
null logo
-UNITED STATES T-BILL 6/1/2023Government Securities and Agency Debt
Sale$500,001 - $1,000,000Jul 12, 2023Jun 1, 2023BILL WAS REDEEMED UPON MATURIT...-
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Jun 13, 2023May 17, 2023DIVIDEND REINVESTMENT...-27.85%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Jun 13, 2023May 16, 2023DIVIDEND REINVESTMENT...-28.13%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Jun 13, 2023May 15, 2023REINVESTMENT OF RETURN OF PRIN...5.59%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Jun 13, 2023May 15, 2023DIVIDEND REINVESTMENT...8.23%
ABB logo
ABBABB LTDStock
Purchase$1,001 - $15,000Jun 13, 2023May 11, 2023DIVIDEND REINVESTMENT...-0.53%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000May 11, 2023Apr 28, 2023DIVIDEND REINVESTMENT FILING I...48.86%
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000May 11, 2023Apr 13, 2023DIVIDEND REINVESTMENT...-
AHCO logo
AHCOADAPTHEALTH CORP.Stock
Sale$1,001 - $15,000May 11, 2023Apr 6, 2023SELL TO CLOSE...-68.76%
AHCO logo
AHCOADAPTHEALTH CORP.Stock
Sale$1,001 - $15,000May 11, 2023Apr 6, 2023SELL TO CLOSE...-68.76%
null logo
-INLAND REAL ESTATE INCOME TRUSTStock (Not Publicly Traded)
Purchase$1,001 - $15,000May 11, 2023Apr 6, 2023DIVIDEND REINVESTMENT...-
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 31, 2023DIVIDEND REINVESTMENT...-76.09%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Apr 10, 2023Mar 31, 2023DIVIDEND REINVESTMENT...-76.09%
LIN logo
LINLINDE PLC ORDINARY SHARESStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 28, 2023DIVIDEND REINVESTMENT...-17.33%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Apr 10, 2023Mar 27, 2023DIVIDEND REINVESTMENT...51.51%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 24, 2023DIVIDEND REINVESTMENT...-50.26%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Apr 10, 2023Mar 23, 2023DIVIDEND REINVESTMENT...-16.13%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Apr 10, 2023Mar 23, 2023DIVIDEND REINVESTMENT...-16.13%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 23, 2023DIVIDEND REINVESTMENT...-12.48%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 21, 2023DIVIDEND REINVESTMENT...-80.32%
null logo
-UNITED STATES TREAS BILLS 3/21/2023Government Securities and Agency Debt
Sale$1,000,001 - $5,000,000Apr 10, 2023Mar 21, 2023REDEEMED AT MATURITY...-
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 17, 2023DIVIDEND REINVESTMENT...19.11%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Apr 10, 2023Mar 15, 2023DIVIDEND REINVESTMENT...-55.86%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 10, 2023DIVIDEND REINVESTMENT...-4.22%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Apr 10, 2023Mar 10, 2023DIVIDEND REINVESTMENT...-46.39%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 7, 2023DIVIDEND REINVESTMENT...-50.75%
null logo
-US TREAS BILLS 06/01/2023Government Securities and Agency Debt
Purchase$250,001 - $500,000Apr 10, 2023Mar 3, 2023BUY OPEN...-
null logo
-US TREAS BILLS 11/30/2023Government Securities and Agency Debt
Purchase$250,001 - $500,000Apr 10, 2023Mar 3, 2023BUY OPEN...-
null logo
-US TREAS BILLS 08/31/2023Government Securities and Agency Debt
Purchase$250,001 - $500,000Apr 10, 2023Mar 3, 2023BUY OPEN...-
INTC logo
INTCINTEL CORPORATIONStock
Purchase$1,001 - $15,000Apr 10, 2023Mar 1, 2023--59.23%
null logo
-UNITED STATES TREAS BILLS 3/21/2023Government Securities and Agency Debt
Purchase$1,000,001 - $5,000,000Mar 15, 2023Feb 22, 2023BUY OPEN...-
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Mar 15, 2023Feb 15, 2023DIVIDEND REINVESTMENT...-29.41%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Mar 15, 2023Feb 14, 2023DIVIDEND REINVESTMENT...23.93%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Mar 15, 2023Feb 14, 2023DIVIDEND REINVESTMENT...-17.35%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Mar 15, 2023Feb 14, 2023DIVIDEND REINVESTMENT FILING I...-35.73%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Sale$1,000,001 - $5,000,000Mar 15, 2023Feb 1, 2023SELL TO CLOSE...-2.57%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-28.62%
ADBE logo
ADBEADOBE INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-37.20%
AMT logo
AMTAMERICAN TOWER CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-53.48%
AMZN logo
AMZNAMAZON.COM, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....62.28%
BA logo
BABOEING COMPANYStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023--48.74%
BLK logo
BLKBLACKROCK, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-17.42%
CB logo
CBCHUBB LIMITEDStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-17.79%
CMCSA logo
CMCSACOMCAST CORPORATION - CLASS AStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-55.39%
COST logo
COSTCOSTCO WHOLESALE CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....53.01%
CRM logo
CRMSALESFORCE, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....29.33%
DG logo
DGDOLLAR GENERAL CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-106.57%
DHR logo
DHRDANAHER CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-69.67%
ECL logo
ECLECOLAB INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....18.91%
EXAS logo
EXASEXACT SCIENCES CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-64.15%
HD logo
HDHOME DEPOT, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-28.31%
HON logo
HONHONEYWELL INTERNATIONAL INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-39.17%
ICE logo
ICEINTERCONTINENTAL EXCHANGE INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....17.04%
ICLR logo
ICLRICON PLC - ORDINARY SHARESStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-84.71%
INTC logo
INTCINTEL CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-64.26%
JNJ logo
JNJJOHNSON & JOHNSONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-53.32%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....43.27%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000Feb 14, 2023Jan 31, 2023DIVIDEND REINVESTMENT...43.27%
KO logo
KOCOCA-COLA COMPANYStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-31.87%
LIN logo
LINLINDE PLC ORDINARY SHAREStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-6.88%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-43.94%
LOW logo
LOWLOWE'S COMPANIES, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-33.00%
MDLZ logo
MDLZMONDELEZ INTERNATIONAL, INC. - CLASS AStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-47.01%
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-43.01%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Sale$15,001 - $50,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....36.18%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-48.39%
NVS logo
NVSNOVARTIS AGStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-26.58%
ORLY logo
ORLYO'REILLY AUTOMOTIVE, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....23.62%
PG logo
PGPROCTER & GAMBLE COMPANYStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-32.92%
PH logo
PHPARKER-HANNIFIN CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....64.28%
PSX logo
PSXPHILLIPS 66Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-20.05%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-36.10%
RSG logo
RSGREPUBLIC SERVICES, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....47.30%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-13.43%
TJX logo
TJXTJX COMPANIES, INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....16.07%
TMO logo
TMOTHERMO FISHER SCIENTIFIC INCStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-68.84%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....-38.45%
V logo
VVISA INC.Stock
Sale$1,001 - $15,000Feb 14, 2023Jan 31, 2023SELL TO CLOSE....10.72%
null logo
-FEDERAL FARM CREDIT 11/18/2024Government Securities and Agency Debt
Purchase$100,001 - $250,000Feb 14, 2023Jan 30, 2023BUY OPEN...-
null logo
-UNITED STATES TREAS BILLS 7/20/2023Government Securities and Agency Debt
Purchase$50,001 - $100,000Feb 14, 2023Jan 30, 2023BUY OPEN...-
null logo
-FEDL HOME LN MTG CRP 11/6/2023Government Securities and Agency Debt
Purchase$100,001 - $250,000Feb 14, 2023Jan 30, 2023BUY OPEN...-
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000Feb 14, 2023Jan 17, 2023DIVIDEND REINVESTMENT...-
null logo
-INLAND REAL ESTATE INCOME TRUSTStock (Not Publicly Traded)
Purchase$1,001 - $15,000Feb 14, 2023Jan 9, 2023DIVIDEND REINVESTMENT...-
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Sale$1,000,001 - $5,000,000Feb 14, 2023Jan 4, 2023SELL CLOSE...42.35%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 30, 2022DIVIDEND REINVESTMENT FILING I...-98.13%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Jan 13, 2023Dec 30, 2022DIVIDEND REINVESTMENT...-98.13%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 30, 2022DIVIDEND REINVESTMENT...-57.83%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2023Dec 26, 2022DIVIDEND REINVESTMENT...18.94%
ADBE logo
ADBEADOBE INC.Stock
Sale$250,001 - $500,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...-32.95%
ARCB logo
ARCBARCBEST CORPORATIONStock
Sale$50,001 - $100,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...-56.75%
BLL logo
BLLBALL CORPORATIONStock
Sale$50,001 - $100,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...-
CCLD logo
CCLDCARECLOUD, INC.Stock
Sale$1,001 - $15,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...-
ECL logo
ECLECOLAB INC.Stock
Sale$15,001 - $50,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...25.35%
EXAS logo
EXASEXACT SCIENCES CORPORATIONStock
Sale$50,001 - $100,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...-45.32%
HLT logo
HLTHILTON WORLDWIDE HOLDINGS INC.Stock
Sale$50,001 - $100,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...44.24%
MASI logo
MASIMASIMO CORPORATIONStock
Sale$50,001 - $100,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...-36.01%
WYNN logo
WYNNWYNN RESORTS, LIMITEDStock
Sale$15,001 - $50,000Jan 13, 2023Dec 19, 2022CLOSED POSITION...-36.02%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2023Dec 15, 2022DIVIDEND REINVESTMENT...-35.70%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2023Dec 15, 2022DIVIDEND REINVESTMENT...-67.09%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$15,001 - $50,000Jan 13, 2023Dec 15, 2022DIVIDEND REINVESTMENT...-9.58%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 15, 2022DIVIDEND REINVESTMENT...-9.58%
RTN logo
RTNRAYTHEON COMPANYStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 15, 2022DIVIDEND REINVESTMENT...-
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 13, 2022DIVIDEND REINVESTMENT...-86.89%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Jan 13, 2023Dec 12, 2022DIVIDEND REINVESTMENT...-31.56%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 9, 2022DIVIDEND REINVESTMENT...-20.22%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 9, 2022DIVIDEND REINVESTMENT...-43.54%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 8, 2022DIVIDEND REINVESTMENT...32.80%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 6, 2022DIVIDEND REINVESTMENT...-64.44%
INTC logo
INTCINTEL CORPORATIONStock
Purchase$1,001 - $15,000Jan 13, 2023Dec 1, 2022DIVIDEND REINVESTMENT...-68.06%
AMP logo
AMPAMERIPRISE FINANCIAL, INC.Stock
Sale$1,001 - $15,000Dec 8, 2022Nov 21, 2022SELL TO CLOSE POSITION...11.18%
CR logo
CRCRANE HOLDINGS, CO.Stock
Sale$1,001 - $15,000Dec 8, 2022Nov 21, 2022SELL TO CLOSE POSITION...21.36%
MMC logo
MMCMARSH & MCLENNAN COMPANIES, INC.Stock
Sale$1,001 - $15,000Dec 8, 2022Nov 21, 2022SELL TO CLOSE POSITION...-15.25%
SHW logo
SHWSHERWIN-WILLIAMS COMPANYStock
Sale$1,001 - $15,000Dec 8, 2022Nov 21, 2022SELL TO CLOSE POSITION...0.96%
VFC logo
VFCV.F. CORPORATIONStock
Sale$1,001 - $15,000Dec 8, 2022Nov 21, 2022SELL TO CLOSE POSITION...-103.09%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Dec 8, 2022Nov 15, 2022DIVIDEND REINVESTMENT...-36.85%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Dec 8, 2022Nov 15, 2022DIVIDEND REINVESTMENT...-41.51%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Dec 8, 2022Nov 14, 2022REINVESTMENT OF ROC...20.53%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Dec 8, 2022Nov 14, 2022--13.15%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000Nov 9, 2022Oct 31, 2022DIVIDEND REINVESTMENT...56.75%
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000Nov 9, 2022Oct 19, 2022DIVIDEND REINVESTMENT...-
null logo
-INLAND REAL ESTATE INCOME TRUSTStock (Not Publicly Traded)
Purchase$1,001 - $15,000Nov 9, 2022Oct 7, 2022DIVIDEND REINVESTMENT...-
JEPI logo
JEPIJPMORGAN EQUITY PREMIUM INCOME ETFStock
Purchase$1,001 - $15,000Nov 9, 2022Oct 6, 2022DIVIDEND REINVESTMENT...-49.95%
DGRO logo
DGROISHARES CORE DIVIDEND GROWTH ETFStock
Purchase$1,001 - $15,000Oct 10, 2022Sep 30, 2022DIVIDEND REINVESTMENT...-25.07%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Oct 10, 2022Sep 30, 2022DIVIDEND REINVESTMENT...-107.64%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Oct 10, 2022Sep 30, 2022DIVIDEND REINVESTMENT...-107.64%
null logo
-ISHARES CORE DIVIDEND GROWTH ETF
Purchase$1,001 - $15,000Oct 10, 2022Sep 30, 2022--
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Oct 10, 2022Sep 26, 2022DIVIDEND REINVESTMENT...42.83%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Oct 10, 2022Sep 20, 2022DIVIDEND REINVESTMENT...-91.25%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Oct 10, 2022Sep 16, 2022DIVIDEND REINVESTMENT...-17.87%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$15,001 - $50,000Oct 10, 2022Sep 16, 2022DIVIDEND REINVESTMENT...-17.87%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Oct 10, 2022Sep 15, 2022DIVIDEND REINVESTMENT...-11.73%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Oct 10, 2022Sep 15, 2022DIVIDEND REINVESTMENT...-67.05%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Oct 10, 2022Sep 12, 2022DIVIDEND REINVESTMENT...-23.88%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Oct 10, 2022Sep 9, 2022DIVIDEND REINVESTMENT...-0.89%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Oct 10, 2022Sep 9, 2022DIVIDEND REINVESTMENT...-30.94%
JEPI logo
JEPIJPMORGAN EQUITY PREMIUM INCOME ETFStock
Purchase$1,001 - $15,000Oct 10, 2022Sep 7, 2022DIVIDEND REINVESTMENT...-46.21%
ASML logo
ASMLASML HOLDING N.V. - NEW YORK REGISTRY SHARESStock
Purchase$50,001 - $100,000Sep 15, 2022Aug 25, 2022-1.60%
PTC logo
PTCPTC INC.Stock
Purchase$15,001 - $50,000Sep 15, 2022Aug 25, 2022-4.11%
CDNS logo
CDNSCADENCE DESIGN SYSTEMS, INC.Stock
Purchase$15,001 - $50,000Sep 15, 2022Aug 18, 2022-29.05%
CTRA logo
CTRACOTERRA ENERGY INC.Stock
Purchase$15,001 - $50,000Sep 15, 2022Aug 17, 2022--53.86%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Sep 15, 2022Aug 16, 2022DIVIDEND REINVESTMENT...-34.11%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Sep 15, 2022Aug 15, 2022DIVIDEND REINVESTMENT...-35.89%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Sep 15, 2022Aug 15, 2022-0.50%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Sep 15, 2022Aug 12, 2022DIVIDEND REINVESTMENT...32.52%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000Aug 15, 2022Jul 31, 2022DIVIDEND REINVESTMENT...87.22%
null logo
-CITIGROUP GLOBAL MKTS HLDGS IN SER A 07/27/2027MTNCorporate Securities (Bonds and Notes)
Purchase$250,001 - $500,000Aug 15, 2022Jul 22, 2022BUY OPEN CITI MEDIUM TERM NOTE...-
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000Aug 15, 2022Jul 13, 2022DIVIDEND REINVESTMENT...-
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Aug 15, 2022Jul 8, 2022DIVIDEND REINVESTMENT...-55.70%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 30, 2022DIVIDEND REINVESTMENT...-93.67%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Jul 15, 2022Jun 30, 2022DIVIDEND REINVESTMENT...-93.67%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Jul 15, 2022Jun 27, 2022DIVIDEND REINVESTMENT...38.39%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 24, 2022DIVIDEND REINVESTMENT...-38.72%
AGCO logo
AGCOAGCO CORPORATIONStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 21, 2022DIVIDEND REINVESTMENT...-60.19%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jul 15, 2022Jun 16, 2022DIVIDEND REINVESTMENT...-22.35%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 16, 2022DIVIDEND REINVESTMENT...-13.89%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Jul 15, 2022Jun 15, 2022DIVIDEND REINVESTMENT...-58.15%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$15,001 - $50,000Jul 15, 2022Jun 14, 2022DIVIDEND REINVESTMENT...-33.19%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 14, 2022DIVIDEND REINVESTMENT...-33.19%
CERN logo
CERNCERNER CORPORATIONStock
Sale$15,001 - $50,000Jul 15, 2022Jun 10, 2022CORPORATE ACTION - CASH MERGER...-
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 10, 2022DIVIDEND REINVESTMENT FILING I...-11.00%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Jul 15, 2022Jun 10, 2022DIVIDEND REINVESTMENT...-4.16%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 10, 2022DIVIDEND REINVESTMENT...-41.65%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 9, 2022DIVIDEND REINVESTMENT...22.89%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 7, 2022DIVIDEND REINVESTMENT...-57.65%
INTC logo
INTCINTEL CORPORATIONStock
Purchase$1,001 - $15,000Jul 15, 2022Jun 1, 2022DIVIDEND REINVESTMENT...-91.92%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Jun 14, 2022May 17, 2022DIVIDEND REINVESTMENT...-36.42%
EXAS logo
EXASEXACT SCIENCES CORPORATIONStock
Sale$1,001 - $15,000Jun 14, 2022May 16, 2022SELL TO CLOSE...-39.38%
MTBC logo
MTBCCARECLOUD, INC.Stock
Sale$1,001 - $15,000Jun 14, 2022May 16, 2022SELL TO CLOSE...-14.07%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Jun 14, 2022May 16, 2022--12.97%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Jun 14, 2022May 13, 2022DIVIDEND REINVESTMENT...-33.41%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Jun 14, 2022May 13, 2022DIVIDEND REINVESTMENT...34.50%
ABB logo
ABBABB LTDStock
Purchase$1,001 - $15,000Jun 14, 2022May 11, 2022DIVIDEND REINVESTMENT...25.72%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000May 12, 2022Apr 30, 2022DIVIDEND REINVESTMENT...76.58%
AHCO logo
AHCOADAPTHEALTH CORP.Stock
Sale$1,001 - $15,000May 12, 2022Apr 22, 2022SELL CLOSE...-74.51%
IQV logo
IQVIQVIA HOLDINGS, INC.Stock
Sale$1,001 - $15,000May 12, 2022Apr 22, 2022SELL CLOSE...-70.43%
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000May 12, 2022Apr 14, 2022DIVIDEND REINVESTMENT...-
MDLZ logo
MDLZMONDELEZ INTERNATIONAL, INC. - CLASS AStock
Sale$15,001 - $50,000May 12, 2022Apr 12, 2022SELL CLOSE...-33.73%
null logo
-BANK OF MONTREAL SER G MTNCorporate Securities (Bonds and Notes)
Purchase$500,001 - $1,000,000May 12, 2022Apr 12, 2022BUY OPEN...-
HON logo
HONHONEYWELL INTERNATIONAL INC.Stock
Sale$250,001 - $500,000May 12, 2022Apr 8, 2022SELL CLOSE FILING ID #20020995...-15.65%
null logo
-INLAND REAL ESTATE INCOME TR COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000May 12, 2022Apr 7, 2022DIVIDEND REINVESTMENT...-
AHCO logo
AHCOADAPTHEALTH CORP.Stock
Sale$50,001 - $100,000May 12, 2022Apr 1, 2022SELL CLOSE...-75.05%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Apr 12, 2022Mar 31, 2022DIVIDEND REINVESTMENT...-72.29%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 31, 2022DIVIDEND REINVESTMENT...-72.29%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Apr 12, 2022Mar 28, 2022DIVIDEND REINVESTMENT...44.69%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 25, 2022DIVIDEND REINVESTMENT...-26.99%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Apr 12, 2022Mar 24, 2022DIVIDEND REINVESTMENT...-11.06%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 24, 2022DIVIDEND REINVESTMENT...-1.66%
null logo
-MORGAN STANLEY FIN LLC SER A MTN 09/23/2025Corporate Securities (Bonds and Notes)
Sale$250,001 - $500,000Apr 12, 2022Mar 23, 2022FULL CALL BY THE ISSUER...-
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 22, 2022DIVIDEND REINVESTMENT...-67.08%
null logo
-CITIGROUP GLOBAL MKTS HLDGS MTN 03/23/2027Corporate Securities (Bonds and Notes)
Purchase$250,001 - $500,000Apr 12, 2022Mar 18, 2022BUY OPEN...-
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Apr 12, 2022Mar 15, 2022DIVIDEND REINVESTMENT...-50.25%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 14, 2022DIVIDEND REINVESTMENT...-3.54%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 14, 2022DIVIDEND REINVESTMENT...-3.54%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 14, 2022DIVIDEND REINVESTMENT...-3.54%
HON logo
HONHONEYWELL INTERNATIONAL INC.Stock
Purchase$1,001 - $15,000Apr 12, 2022Mar 11, 2022DIVIDEND REINVESTMENT...-19.25%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 10, 2022DIVIDEND REINVESTMENT...-9.66%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 10, 2022DIVIDEND REINVESTMENT...18.82%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Apr 12, 2022Mar 10, 2022DIVIDEND REINVESTMENT...-21.52%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 10, 2022DIVIDEND REINVESTMENT FILING I...-9.71%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 8, 2022DIVIDEND REINVESTMENT...-52.69%
INTC logo
INTCINTEL CORPORATIONStock
Purchase$1,001 - $15,000Apr 12, 2022Mar 1, 2022DIVIDEND REINVESTMENT...-88.07%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Mar 7, 2022Feb 15, 2022DIVIDEND REINVESTMENT...-33.41%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Mar 7, 2022Feb 14, 2022RETURN OF CAPITAL REINVESTMENT...46.64%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Mar 7, 2022Feb 14, 2022DIVIDEND REINVESTMENT...4.86%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Mar 7, 2022Feb 7, 2022DIVIDEND REINVESTMENT...-20.66%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000Feb 2, 2022Jan 31, 2022DIVIDEND REINVESTMENT...46.41%
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000Feb 2, 2022Jan 19, 2022DIVIDEND REINVESTMENT...-
null logo
-BARCLAYS BANK PLC SER A MTN 01/22/2027Corporate Securities (Bonds and Notes)
Purchase$250,001 - $500,000Feb 2, 2022Jan 19, 2022BUY OPEN QTY 400...-
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Feb 2, 2022Jan 14, 2022DIVIDEND REINVESTMENT...16.34%
null logo
-INLAND REAL ESTATE INCOME TR COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000Feb 2, 2022Jan 7, 2022DIVIDEND REINVESTMENT...-
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$15,001 - $50,000Jan 11, 2022Dec 30, 2021DIVIDEND REINVESTMENT...-45.16%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 30, 2021DIVIDEND REINVESTMENT...-45.16%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 27, 2021DIVIDEND REINVESTMENT...10.02%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Jan 11, 2022Dec 27, 2021DIVIDEND REINVESTMENT...97.02%
ASXC logo
ASXCASENSUS SURGICAL, INC.Stock
Sale$15,001 - $50,000Jan 11, 2022Dec 20, 2021SELL TO CLOSE...-91.96%
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Sale$100,001 - $250,000Jan 11, 2022Dec 20, 2021SELL TO CLOSE POSITION...-43.20%
VUZI logo
VUZIVUZIX CORPORATIONStock
Sale$50,001 - $100,000Jan 11, 2022Dec 20, 2021SELL TO CLOSE POSITION...-99.66%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jan 11, 2022Dec 16, 2021DIVIDEND REINVESTMENT...-31.56%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 16, 2021DIVIDEND REINVESTMENT...32.42%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Jan 11, 2022Dec 15, 2021DIVIDEND REINVESTMENT...-46.73%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 14, 2021-42.93%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 14, 2021DIVIDEND REINVESTMENT...42.93%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 14, 2021DIVIDEND REINVESTMENT...-60.19%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 10, 2021DIVIDEND REINVESTMENT...6.61%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Jan 11, 2022Dec 10, 2021DIVIDEND REINVESTMENT...-37.48%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 10, 2021DIVIDEND REINVESTMENT FILING I...49.07%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 9, 2021DIVIDEND REINVESTMENT...8.56%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Jan 11, 2022Dec 7, 2021DIVIDEND REINVESTMENT...-34.14%
HON logo
HONHONEYWELL INTERNATIONAL INC.Stock
Purchase$1,001 - $15,000Jan 11, 2022Dec 3, 2021DIVIDEND REINVESTMENT...-21.55%
ABB logo
ABBABB LTDStock
Purchase$50,001 - $100,000Dec 9, 2021Nov 26, 2021-17.45%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Dec 9, 2021Nov 26, 2021--36.38%
AGCO logo
AGCOAGCO CORPORATIONStock
Purchase$50,001 - $100,000Dec 9, 2021Nov 26, 2021--37.58%
ARCB logo
ARCBARCBEST CORPORATIONStock
Purchase$50,001 - $100,000Dec 9, 2021Nov 26, 2021--60.81%
BLL logo
BLLBALL CORPORATIONStock
Purchase$50,001 - $100,000Dec 9, 2021Nov 26, 2021--13.30%
CR logo
CRCRANE CO.Stock
Purchase$15,001 - $50,000Dec 9, 2021Nov 26, 2021-49.04%
DRE logo
DREDUKE REALTY CORPORATIONStock
Purchase$50,001 - $100,000Dec 9, 2021Nov 26, 2021-4.81%
FDIS logo
FDISFIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETFStock
Purchase$50,001 - $100,000Dec 9, 2021Nov 26, 2021--23.35%
FSK logo
FSKFS KKR CAPITAL CORP.Stock
Sale$100,001 - $250,000Dec 9, 2021Nov 26, 2021--29.05%
FTEC logo
FTECFIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETFStock
Purchase$100,001 - $250,000Dec 9, 2021Nov 26, 2021-11.13%
HLT logo
HLTHILTON WORLDWIDE HOLDINGS INC.Stock
Purchase$50,001 - $100,000Dec 9, 2021Nov 26, 2021-61.06%
INTC logo
INTCINTEL CORPORATIONStock
Purchase$15,001 - $50,000Dec 9, 2021Nov 26, 2021--81.35%
PH logo
PHPARKER-HANNIFIN CORPORATIONStock
Purchase$15,001 - $50,000Dec 9, 2021Nov 26, 2021-91.98%
PWR logo
PWRQUANTA SERVICES, INC.Stock
Purchase$50,001 - $100,000Dec 9, 2021Nov 26, 2021-163.72%
TJX logo
TJXTJX COMPANIES, INC.Stock
Purchase$15,001 - $50,000Dec 9, 2021Nov 26, 2021-61.67%
FBND logo
FBNDFIDELITY TOTAL BOND ETFStock
Sale$50,001 - $100,000Dec 9, 2021Nov 16, 2021--39.90%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Dec 9, 2021Nov 15, 2021-12.03%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Dec 9, 2021Nov 15, 2021--26.25%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Dec 9, 2021Nov 12, 2021-47.78%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Dec 9, 2021Nov 5, 2021--41.83%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000Nov 5, 2021Oct 29, 2021DIVIDEND REINVEST...26.87%
BLK logo
BLKBLACKROCK, INC.Stock
Purchase$15,001 - $50,000Nov 5, 2021Oct 20, 2021--22.87%
CVX logo
CVXCHEVRON CORPORATIONStock
Purchase$50,001 - $100,000Nov 5, 2021Oct 20, 2021--4.42%
FMAT logo
FMATFIDELITY MSCI MATERIALS INDEX ETFStock
Purchase$15,001 - $50,000Nov 5, 2021Oct 20, 2021--26.50%
ITW logo
ITWILLINOIS TOOL WORKS INC.Stock
Purchase$15,001 - $50,000Nov 5, 2021Oct 20, 2021--17.27%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$50,001 - $100,000Nov 5, 2021Oct 20, 2021--4.20%
ORLY logo
ORLYO'REILLY AUTOMOTIVE, INC.Stock
Purchase$15,001 - $50,000Nov 5, 2021Oct 20, 2021-76.99%
V logo
VVISA INC.Stock
Purchase$50,001 - $100,000Nov 5, 2021Oct 20, 2021-24.69%
null logo
-PIONEER NATURAL RESOURCES
Purchase$100,001 - $250,000Nov 5, 2021Oct 20, 2021--
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000Nov 5, 2021Oct 15, 2021DIVIDEND REINVEST FILING ID #2...-
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Nov 5, 2021Oct 14, 2021DIVIDEND REINVEST...26.85%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Nov 5, 2021Oct 7, 2021DIVIDEND REINVEST...-49.11%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Nov 5, 2021Oct 7, 2021DIVIDEND REINVEST...-49.11%
null logo
-INLAND REAL ESTATE TRStock (Not Publicly Traded)
Purchase$1,001 - $15,000Nov 5, 2021Oct 7, 2021DIVIDEND REINVEST...-
DIAL logo
DIALCOLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFStock
Purchase$1,001 - $15,000Nov 5, 2021Oct 6, 2021DIVIDEND REINVEST...-51.31%
null logo
-FS KKR CAPITAL CORPStock (Not Publicly Traded)
Purchase$1,001 - $15,000Nov 5, 2021Oct 4, 2021DIVIDEND REINVEST...-
DGRO logo
DGROISHARES CORE DIVIDEND GROWTH ETFStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 30, 2021DIVIDEND REINVESTMENT...-13.52%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 30, 2021DIVIDEND REINVESTMENT...-40.76%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 30, 2021DIVIDEND REINVESTMENT FILING I...-40.76%
null logo
-ISHARES CORE DIVIDEND GROWTH
Purchase$1,001 - $15,000Oct 7, 2021Sep 30, 2021DIVIDEND REINVESTMENT...-
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Oct 7, 2021Sep 27, 2021DIVIDEND REINVESTMENT...89.69%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$100,001 - $250,000Oct 7, 2021Sep 23, 2021--37.73%
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Purchase$100,001 - $250,000Oct 7, 2021Sep 23, 2021--66.99%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Purchase$250,001 - $500,000Oct 7, 2021Sep 23, 2021-18.86%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$250,001 - $500,000Oct 7, 2021Sep 23, 2021--53.92%
SPY logo
SPYSPDR S&P 500Stock
Sale$500,001 - $1,000,000Oct 7, 2021Sep 20, 2021TRAILING STOP LOSS TRIGGERED S...0.71%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 17, 2021DIVIDEND REINVESTMENT...57.64%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Oct 7, 2021Sep 16, 2021DIVIDEND REINVESTMENT...-19.29%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Oct 7, 2021Sep 15, 2021DIVIDEND REINVESTMENT...-46.26%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 10, 2021DIVIDEND REINVESTMENT...-10.31%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$1,001 - $15,000Oct 7, 2021Sep 10, 2021DIVIDEND REINVESTMENT...-34.42%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 9, 2021DIVIDEND REINVESTMENT...19.89%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 8, 2021DIVIDEND REINVESTMENT...-46.14%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 8, 2021DIVIDEND REINVESTMENT...-46.14%
DIAL logo
DIALCOLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 7, 2021DIVIDEND REINVESTMENT...-47.64%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 7, 2021DIVIDEND REINVESTMENT...-43.55%
HON logo
HONHONEYWELL INTERNATIONAL INC.Stock
Purchase$1,001 - $15,000Oct 7, 2021Sep 3, 2021DIVIDEND REINVESTMENT...-33.38%
CDNS logo
CDNSCADENCE DESIGN SYSTEMS, INC.Stock
Purchase$15,001 - $50,000Oct 7, 2021Sep 2, 2021-62.37%
ICLR logo
ICLRICON PLC - ORDINARY SHARESStock
Purchase$15,001 - $50,000Oct 7, 2021Sep 2, 2021--76.70%
INTC logo
INTCINTEL CORPORATIONStock
Purchase$50,001 - $100,000Oct 7, 2021Sep 2, 2021--87.29%
IQV logo
IQVIQVIA HOLDINGS, INC.Stock
Purchase$15,001 - $50,000Oct 7, 2021Sep 2, 2021--71.55%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$50,001 - $100,000Oct 7, 2021Sep 2, 2021--44.31%
PRGS logo
PRGSPROGRESS SOFTWARE CORPORATIONStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 2, 2021-4.20%
PRGS logo
PRGSPROGRESS SOFTWARE CORPORATIONStock
Purchase$15,001 - $50,000Oct 7, 2021Sep 2, 2021-4.20%
RTX logo
RTXRAYTHEON TECHNOLOGIES CORPORATIONStock
Purchase$50,001 - $100,000Oct 7, 2021Sep 2, 2021-25.32%
UNH logo
UNHUNITEDHEALTH GROUP INCORPORATED COMMON STOCKStock
Purchase$50,001 - $100,000Oct 7, 2021Sep 2, 2021--54.29%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Oct 7, 2021Sep 2, 2021DIVIDEND REINVESTMENT...69.26%
null logo
-CITIGROUP GLOBAL MKTS HLDGS MTN 09/01/2026Corporate Securities (Bonds and Notes)
Purchase$250,001 - $500,000Sep 15, 2021Aug 27, 2021PURCHASE OF CITI GLOBAL MKTS M...-
AHCO logo
AHCOADAPTHEALTH CORP.Stock
Purchase$100,001 - $250,000Sep 15, 2021Aug 25, 2021--93.00%
CB logo
CBCHUBB LIMITEDStock
Purchase$100,001 - $250,000Sep 15, 2021Aug 25, 2021-23.63%
COST logo
COSTCOSTCO WHOLESALE CORPORATIONStock
Purchase$250,001 - $500,000Sep 15, 2021Aug 25, 2021-92.95%
LMT logo
LMTLOCKHEED MARTIN CORPORATIONStock
Purchase$100,001 - $250,000Sep 15, 2021Aug 25, 2021--0.92%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$250,001 - $500,000Sep 15, 2021Aug 25, 2021--30.86%
MMC logo
MMCMARSH & MCLENNAN COMPANIES, INC.Stock
Purchase$100,001 - $250,000Sep 15, 2021Aug 16, 2021-16.42%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Sep 15, 2021Aug 16, 2021DIVIDEND REINVESTMENT...37.15%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Sep 15, 2021Aug 13, 2021DIVIDEND REINVESTMENT...-31.65%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Sep 15, 2021Aug 13, 2021REINVESTMENT OF RETURN OF CAPI...45.50%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Sep 15, 2021Aug 9, 2021--34.08%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Sep 15, 2021Aug 6, 2021DIVIDEND REINVESTMENT...-48.72%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Sep 15, 2021Aug 6, 2021DIVIDEND REINVESTMENT...-48.72%
DIAL logo
DIALCOLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFStock
Purchase$1,001 - $15,000Sep 15, 2021Aug 5, 2021DIVIDEND REINVESTMENT FILING I...-50.71%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$1,001 - $15,000Sep 15, 2021Jul 31, 2021DIVIDEND REINVESTMENT...39.72%
AMZN logo
AMZNAMAZON.COM, INC.Stock
Purchase$50,001 - $100,000Sep 15, 2021Jul 30, 2021--5.68%
FDRR logo
FDRRFIDELITY DIVIDEND ETF FOR RISING RATESStock
Purchase$50,001 - $100,000Sep 15, 2021Jul 30, 2021--13.45%
FHLC logo
FHLCFIDELITY MSCI HEALTH CARE INDEX ETFStock
Purchase$50,001 - $100,000Sep 15, 2021Jul 30, 2021--39.10%
GOOGL logo
GOOGLALPHABET INC. - CLASS AStock
Purchase$100,001 - $250,000Sep 15, 2021Jul 30, 2021--15.31%
JEPI logo
JEPIJPMORGAN EQUITY PREMIUM INCOME ETFStock
Purchase$100,001 - $250,000Sep 15, 2021Jul 30, 2021--42.97%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$50,001 - $100,000Sep 15, 2021Jul 30, 2021--41.77%
SPY logo
SPYSPDR S&P 500Stock
Purchase$500,001 - $1,000,000Sep 15, 2021Jul 30, 2021-0.24%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$250,001 - $500,000Sep 15, 2021Jul 30, 2021--50.98%
null logo
-NLAND REAL ESTATE INCOME TR I COMStock (Not Publicly Traded)
Purchase$1,001 - $15,000Sep 15, 2021Jul 26, 2021DIVIDEND REINVESTMENT...-
ADBE logo
ADBEADOBE INC.Stock
Purchase$50,001 - $100,000Sep 15, 2021Jul 21, 2021--70.16%
BSX logo
BSXBOSTON SCIENTIFIC CORPORATIONStock
Purchase$15,001 - $50,000Sep 15, 2021Jul 21, 2021-101.03%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$100,001 - $250,000Sep 15, 2021Jul 21, 2021-24.05%
PTC logo
PTCPTC INC.Stock
Purchase$15,001 - $50,000Sep 15, 2021Jul 21, 2021--17.77%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$50,001 - $100,000Sep 15, 2021Jul 21, 2021--32.58%
TMO logo
TMOTHERMO FISHER SCIENTIFIC INCStock
Purchase$50,001 - $100,000Sep 15, 2021Jul 21, 2021--51.15%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$100,001 - $250,000Sep 15, 2021Jul 21, 2021--38.31%
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000Sep 15, 2021Jul 20, 2021--
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$1,001 - $15,000Sep 15, 2021Jul 14, 2021DIVIDEND REINVESTMENT...61.78%
TIP logo
TIPISHARES TIPS BOND ETFStock
Purchase$1,001 - $15,000Sep 15, 2021Jul 8, 2021DIVIDEND REINVESTMENT...-51.60%
DIAL logo
DIALCOLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETFStock
Purchase$1,001 - $15,000Sep 15, 2021Jul 7, 2021DIVIDEND REINVESTMENT...-52.87%
TROW logo
TROWT. ROWE PRICE GROUP, INC.Stock
Purchase$1,001 - $15,000Sep 15, 2021Jul 7, 2021DIVIDEND REINVESTMENT...-87.28%
BSX logo
BSXBOSTON SCIENTIFIC CORPORATIONStock
Purchase$100,001 - $250,000Sep 15, 2021Jul 1, 2021-100.94%
DGRO logo
DGROISHARES CORE DIVIDEND GROWTH ETFStock
Purchase$250,001 - $500,000Sep 15, 2021Jul 1, 2021--14.15%
DHR logo
DHRDANAHER CORPORATIONStock
Purchase$50,001 - $100,000Sep 15, 2021Jul 1, 2021--63.68%
DXCM logo
DXCMDEXCOM, INC.Stock
Purchase$100,001 - $250,000Sep 15, 2021Jul 1, 2021--57.19%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$50,001 - $100,000Sep 15, 2021Jul 1, 2021--10.94%
ETV logo
ETVEATON VANCE CORPORATION EATON VANCE TAX-MANAGED BUY-WRITE OPPORTUNITIES FUND COMMON SHARES OF BENEFICIAL INTERESTStock
Purchase$15,001 - $50,000Sep 15, 2021Jul 1, 2021--53.22%
FQAL logo
FQALFIDELITY QUALITY FACTOR ETFStock
Purchase$100,001 - $250,000Sep 15, 2021Jul 1, 2021--1.47%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$100,001 - $250,000Sep 15, 2021Jul 1, 2021--19.21%
ITW logo
ITWILLINOIS TOOL WORKS INC.Stock
Purchase$50,001 - $100,000Sep 15, 2021Jul 1, 2021--24.38%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$50,001 - $100,000Sep 15, 2021Jul 1, 2021-30.95%
LIN logo
LINLINDE PLC ORDINARY SHAREStock
Purchase$15,001 - $50,000Sep 15, 2021Jul 1, 2021-20.23%
MDT logo
MDTMEDTRONIC PLC. ORDINARY SHARESStock
Purchase$15,001 - $50,000Sep 15, 2021Jul 1, 2021--69.01%
VUZI logo
VUZIVUZIX CORPORATIONStock
Purchase$50,001 - $100,000Sep 15, 2021Jul 1, 2021--122.52%
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Jul 14, 2021Jun 30, 2021--20.27%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Jul 14, 2021Jun 28, 2021-83.31%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$100,001 - $250,000Jul 14, 2021Jun 25, 2021--27.39%
ASXC logo
ASXCASENSUS SURGICAL, INC.Stock
Purchase$100,001 - $250,000Jul 14, 2021Jun 25, 2021--120.41%
HON logo
HONHONEYWELL INTERNATIONAL INC.Stock
Purchase$50,001 - $100,000Jul 14, 2021Jun 25, 2021--36.75%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$250,001 - $500,000Jul 14, 2021Jun 25, 2021--46.40%
JPM logo
JPMJP MORGAN CHASE & CO.Stock
Purchase$250,001 - $500,000Jul 14, 2021Jun 25, 2021-33.46%
LIN logo
LINLINDE PLC ORDINARY SHAREStock
Purchase$100,001 - $250,000Jul 14, 2021Jun 25, 2021-22.60%
MASI logo
MASIMASIMO CORPORATIONStock
Purchase$15,001 - $50,000Jul 14, 2021Jun 25, 2021--70.19%
MASI logo
MASIMASIMO CORPORATIONStock
Purchase$100,001 - $250,000Jul 14, 2021Jun 25, 2021--70.19%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$100,001 - $250,000Jul 14, 2021Jun 25, 2021-31.81%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$250,001 - $500,000Jul 14, 2021Jun 25, 2021-31.81%
PSX logo
PSXPHILLIPS 66Stock
Purchase$15,001 - $50,000Jul 14, 2021Jun 25, 2021-1.46%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jul 14, 2021Jun 17, 2021--14.83%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Jul 14, 2021Jun 15, 2021--40.59%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Jul 14, 2021Jun 10, 2021-35.48%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Jul 14, 2021Jun 10, 2021-35.88%
PXD logo
PXDPIONEER NATURAL RESOURCES COMPANYStock
Purchase$500,001 - $1,000,000Jul 14, 2021Jun 9, 2021-40.97%
CDNS logo
CDNSCADENCE DESIGN SYSTEMS, INC.Stock
Purchase$100,001 - $250,000Jun 15, 2021May 26, 2021BUY...109.80%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Jun 15, 2021May 26, 2021REINVESTED DIVIDENDS...25.94%
PRGS logo
PRGSPROGRESS SOFTWARE CORPORATIONStock
Purchase$50,001 - $100,000Jun 15, 2021May 26, 2021BUY...-0.22%
PTC logo
PTCPTC INC.Stock
Purchase$50,001 - $100,000Jun 15, 2021May 26, 2021BUY...-10.78%
ADBE logo
ADBEADOBE INC.Stock
Purchase$250,001 - $500,000Jun 15, 2021May 20, 2021BUY FILING ID #20018919...-60.53%
AHCO logo
AHCOADAPTHEALTH CORP. - CLASS AStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-104.31%
AHCO logo
AHCOADAPTHEALTH CORP. - CLASS AStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-104.31%
AHCO logo
AHCOADAPTHEALTH CORP. - CLASS AStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-104.31%
BSX logo
BSXBOSTON SCIENTIFIC CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY OPEN...104.09%
BSX logo
BSXBOSTON SCIENTIFIC CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY OPEN...104.09%
BSX logo
BSXBOSTON SCIENTIFIC CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY OPEN...104.09%
EXAS logo
EXASEXACT SCIENCES CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-90.05%
EXAS logo
EXASEXACT SCIENCES CORPORATIONStock
Purchase$50,001 - $100,000Jun 15, 2021May 20, 2021BUY...-90.05%
EXAS logo
EXASEXACT SCIENCES CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-90.05%
EXAS logo
EXASEXACT SCIENCES CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-90.05%
IQV logo
IQVIQVIA HOLDINGS, INC.Stock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-76.44%
IQV logo
IQVIQVIA HOLDINGS, INC.Stock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-76.44%
IQV logo
IQVIQVIA HOLDINGS, INC.Stock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-76.44%
MTBC logo
MTBCCARECLOUD, INC.Stock
Purchase$15,001 - $50,000Jun 15, 2021May 20, 2021--56.17%
MTBC logo
MTBCCARECLOUD, INC.Stock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-56.17%
MTBC logo
MTBCCARECLOUD, INC.Stock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-56.17%
MTBC logo
MTBCCARECLOUD, INC.Stock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-56.17%
VUZI logo
VUZIVUZIX CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-126.26%
VUZI logo
VUZIVUZIX CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021BUY...-126.26%
VUZI logo
VUZIVUZIX CORPORATIONStock
Purchase$1,001 - $15,000Jun 15, 2021May 20, 2021--126.26%
EMR logo
EMREMERSON ELECTRIC COMPANYStock
Purchase$250,001 - $500,000Jun 15, 2021May 18, 2021BUY...-13.47%
FCX logo
FCXFREEPORT-MCMORAN, INC.Stock
Purchase$100,001 - $250,000Jun 15, 2021May 18, 2021BUY...-51.76%
HON logo
HONHONEYWELL INTERNATIONAL INC.Stock
Purchase$250,001 - $500,000Jun 15, 2021May 18, 2021BUY...-43.71%
ICLR logo
ICLRICON PLC - ORDINARY SHARES
Purchase$100,001 - $250,000Jun 15, 2021May 18, 2021BUY...-80.45%
IQV logo
IQVIQVIA HOLDINGS, INC.Stock
Purchase$100,001 - $250,000Jun 15, 2021May 18, 2021BUY...-75.84%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$250,001 - $500,000Jun 15, 2021May 18, 2021BUY...-43.26%
ORLY logo
ORLYO'REILLY AUTOMOTIVE, INC.Stock
Purchase$100,001 - $250,000Jun 15, 2021May 18, 2021BUY...100.57%
ROK logo
ROKROCKWELL AUTOMATION, INC.Stock
Purchase$250,001 - $500,000Jun 15, 2021May 18, 2021BUY...-25.53%
VUZI logo
VUZIVUZIX CORPORATIONStock
Purchase$15,001 - $50,000Jun 15, 2021May 18, 2021BUY...-127.33%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Jun 15, 2021May 17, 2021DIVIDEND REINVESTMENT...-37.32%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Jun 15, 2021May 14, 2021BUY...-28.71%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Jun 15, 2021May 14, 2021REINVEST ROC...36.93%
null logo
-MORGAN STANLEY FIN LLC SER A MTN 05/06/2026 ZERO CPNCorporate Securities (Bonds and Notes)
Purchase$1,000,001 - $5,000,000May 17, 2021Apr 30, 2021BUT OPEN ON MORGAN STANLEY MTN...-
null logo
-JNL/MELLON U.S. STOCK MKT INDEXVariable Annuity
Exchange$500,001 - $1,000,000May 17, 2021Apr 23, 2021EXCHANGED JNL/ GOLDMAN SACHS D...-
null logo
-JNL/MELLON U.S. STOCK MKT INDEXVariable Annuity
Exchange$250,001 - $500,000May 17, 2021Apr 23, 2021EXCHANGED JNL/GOLDMAN SACHS DI...-
null logo
-FS ENERGY & POWER FUND COMMONStock (Not Publicly Traded)
Purchase$1,001 - $15,000May 17, 2021Apr 19, 2021DIVIDEND REINVESTMENT...-
null logo
-FS KKR CAP CORP II COMStock (Not Publicly Traded)
Purchase$1,001 - $15,000May 17, 2021Apr 2, 2021DIVIDEND REINVESTMENT...-
DVN logo
DVNDEVON ENERGY CORPORATIONStock
Purchase$1,001 - $15,000Apr 9, 2021Mar 31, 2021DIVIDEND REINVESTMENT...7.98%
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Apr 9, 2021Mar 29, 2021DIVIDEND REINVESTMENT FILING I...91.97%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Apr 9, 2021Mar 25, 2021DIVIDEND REINVESTMENT...-23.39%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Apr 9, 2021Mar 11, 2021DIVIDEND REINVESTMENT...39.69%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Apr 9, 2021Mar 10, 2021DIVIDEND REINVESTMENT...26.52%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Mar 15, 2021Feb 12, 2021DIVIDEND REINVESTMENT...-23.86%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Mar 15, 2021Feb 12, 2021DIVIDEND REINVESTMENT...55.56%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Mar 15, 2021Feb 12, 2021DIVIDEND REINVESTMENT...43.80%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Mar 15, 2021Feb 8, 2021DIVIDEND REINVESTMENT...-42.97%
AIO logo
AIOALLIANZGI ARTIFICIAL INTELLIGENCE & TECHNOLOGY OPPORTUNITIES FUND COMMON SHARESStock
Purchase$1,001 - $15,000Feb 17, 2021Jan 11, 2021DIVIDEND REINVESTMENT...-74.18%
FSKR logo
FSKRFS KKR CAPITAL CORP. IIStock
Purchase$1,001 - $15,000Feb 17, 2021Jan 11, 2021DIVIDEND REINVESTMENT...16.47%
null logo
-FS ENERGY & POWER FUNDStock (Not Publicly Traded)
Purchase$1,001 - $15,000Feb 17, 2021Jan 5, 2021DIVIDEND REINVESTMENT...-
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Jan 15, 2021Dec 28, 2020DIVIDEND REINVESTMENT...129.11%
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Jan 15, 2021Dec 17, 2020DIVIDEND REINVESTMENT...-20.30%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Jan 15, 2021Dec 10, 2020DIVIDEND REINVESTMENT...52.55%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Jan 15, 2021Dec 10, 2020DIVIDEND REINVESTMENT...88.60%
BDX logo
BDXBECTON, DICKINSON AND COMPANYStock
Sale$1,001 - $15,000Dec 14, 2020Nov 19, 2020--89.28%
SU logo
SUSUNCOR ENERGY INC.Stock
Sale$1,001 - $15,000Dec 14, 2020Nov 19, 2020-70.19%
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Dec 14, 2020Nov 16, 2020DIVIDEND REINVESTMENT...-43.34%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Dec 14, 2020Nov 13, 2020DIVIDEND REINVESTMENT...-30.27%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Dec 14, 2020Nov 13, 2020REINVESTMENT OF ROC DISTRIBUTI...52.32%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Dec 14, 2020Nov 13, 2020DIVIDEND REINVESTMENT FILING I...111.35%
null logo
-N1 LIQUIDATING TRStock (Not Publicly Traded)
Sale$1,001 - $15,000Dec 14, 2020Nov 3, 2020UNSOLICITED FINAL ASSET LIQUID...-
BA logo
BABOEING COMPANYStock
Purchase$1,001 - $15,000Nov 14, 2020Oct 16, 2020--47.28%
ITW logo
ITWILLINOIS TOOL WORKS INC.Stock
Purchase$1,001 - $15,000Nov 14, 2020Oct 16, 2020--47.45%
JNJ logo
JNJJOHNSON & JOHNSONStock
Purchase$1,001 - $15,000Nov 14, 2020Oct 16, 2020--68.56%
MCD logo
MCDMCDONALD'S CORPORATIONStock
Purchase$1,001 - $15,000Nov 14, 2020Oct 16, 2020--33.76%
MMC logo
MMCMARSH & MCLENNAN COMPANIES, INC.Stock
Purchase$1,001 - $15,000Nov 14, 2020Oct 16, 2020-28.16%
NEE logo
NEENEXTERA ENERGY, INC.Stock
Purchase$1,001 - $15,000Nov 14, 2020Oct 16, 2020--75.28%
null logo
-FRANKLIN SQUARE ENERGY & POWER FUNDStock (Not Publicly Traded)
Purchase$1,001 - $15,000Nov 14, 2020Oct 14, 2020DIVIDEND REINVESTMENT...-
null logo
-FS KKR CAPITAL CORP IIStock (Not Publicly Traded)
Purchase$1,001 - $15,000Nov 14, 2020Oct 1, 2020DIVIDEND REINVESTMENT...-
WMB logo
WMBWILLIAMS COMPANIES, INC.Stock
Purchase$1,001 - $15,000Oct 15, 2020Sep 28, 2020DIVIDEND REINVESTMENT...108.19%
null logo
-MORGAN STANLEY FIN LLC SER A MTNCorporate Securities (Bonds and Notes)
Purchase$250,001 - $500,000Oct 15, 2020Sep 18, 2020OPEN PURCHASE OF MORGAN STANLE...-
HD logo
HDHOME DEPOT, INC.Stock
Purchase$1,001 - $15,000Oct 15, 2020Sep 17, 2020DIVIDEND REINVESTMENT...-40.33%
MSFT logo
MSFTMICROSOFT CORPORATIONStock
Purchase$1,001 - $15,000Oct 15, 2020Sep 10, 2020DIVIDEND REINVEST...42.10%
XOM logo
XOMEXXON MOBIL CORPORATIONStock
Purchase$1,001 - $15,000Oct 15, 2020Sep 10, 2020DIVIDEND REINVESTMENT...119.95%
null logo
-BARCLAYS BANK PLC SER A MTNCorporate Securities (Bonds and Notes)
Sale$250,001 - $500,000Oct 15, 2020Sep 1, 2020FULL CALL OF THE MTN BY BARCLA...-
TXN logo
TXNTEXAS INSTRUMENTS INCORPORATEDStock
Purchase$1,001 - $15,000Sep 15, 2020Aug 17, 2020DIVIDEND REINVESTMENT...-37.88%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Sep 15, 2020Aug 14, 2020DIVIDEND REINVESMENT...-33.90%
MMP logo
MMPMAGELLAN MIDSTREAM PARTNERS L.P. LIMITED PARTNERSHIPStock
Purchase$1,001 - $15,000Sep 15, 2020Aug 14, 2020DIVIDEND REINVESTMENT...38.45%
OKE logo
OKEONEOK, INC.Stock
Purchase$1,001 - $15,000Sep 15, 2020Aug 14, 2020DIVIDEND REINVESTMENT...121.28%
ACN logo
ACNACCENTURE PLC CLASS A ORDINARY SHARESStock
Purchase$1,001 - $15,000Aug 15, 2020Jul 27, 2020--36.91%
AMP logo
AMPAMERIPRISE FINANCIAL, INC.Stock
Purchase$1,001 - $15,000Aug 15, 2020Jul 27, 2020-151.49%
AMZN logo
AMZNAMAZON.COM, INC.Stock
Purchase$1,001 - $15,000Aug 15, 2020Jul 27, 2020--42.11%

Estimated Live Stock Portfolio

Ticker
Current Holding
Portfolio Allocation

...

...

Disclosed Holdings

Ticker
Asset Type
Asset Name
Amount
Owner
Report Year
Filed

*These holdings are collected from annual financial disclosure statements. There are occasionally parsing errors, and it does not include recent transactions.

Fundrasing
Spending
Cash On Hand

Corporate PAC Donors

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Proposed Legislation

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Title
Introduced
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