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PalanorPalanor

Congressional stock trades · Member

Greg Landsman

Representative · OH-1 · Democrat

170 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 4 annual reports are below.

Current committees: House Committee on Energy and Commerce.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2025-05-132025-05-094SpouseKRKroger CompanySale$250,001 - $500,000Clerk →
2025-05-132024-05-06372 ·>45SpouseXOMExxon Mobil Corporation Common StockExchange$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseCRMSalesforce, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointCOSTCostco Wholesale Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointNVDANVIDIA Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseAAPLApple Inc. - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseAMPAmeriprise Financial, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointPGProcter & Gamble CompanySale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseGOOGLAlphabet Inc. - Class A Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseURIUnited Rentals, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseEQIXEquinix, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseCDNSCadence Design Systems, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseDISWalt Disney CompanySale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseBLKBlackRock, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseMSFTMicrosoft Corporation - Common StockSale$50,001 - $100,000Clerk →
2025-04-082025-03-2712SpouseHDHome Depot, Inc.Sale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpousePHParker-Hannifin Corporation Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseACNAccenture plc Class A Ordinary SharesSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointFITBFifth Third Bancorp - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseNVDANVIDIA Corporation - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseLHXL3Harris Technologies, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointMSFTMicrosoft Corporation - Common StockSale$50,001 - $100,000Clerk →
2025-04-082025-03-2712JointAMZNAmazon.com, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseUBERUber Technologies, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointJPMJP Morgan Chase & Co. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointBMYBristol-Myers Squibb Company Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointAAPLApple Inc. - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseVVisa Inc.Sale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointPHParker-Hannifin Corporation Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseDGDollar General Corporation Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseDHRDanaher Corporation Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseANETArista Networks, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseCOSTCostco Wholesale Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseZTSZoetis Inc. Class A Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseTMOThermo Fisher Scientific Inc Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointPMPhilip Morris International Inc Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseUNHUnitedHealth Group Incorporated Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointAMPAmeriprise Financial, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointCOSTCostco Wholesale Corporation - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseORLYO'Reilly Automotive, Inc. - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointSPGSimon Property Group, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseCORCencora, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseHONHoneywell International Inc.Sale$1,001 - $15,000Clerk →
2025-04-082025-03-2514SpouseTELTE Connectivity plc Ordinary SharesSale$15,001 - $50,000Clerk →
2025-03-052025-02-267JointCOSTCostco Wholesale Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-03-052025-02-267JointAMZNAmazon.com, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-03-052025-02-267JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2025-03-052025-02-267JointPHParker-Hannifin Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2025-03-052025-02-267JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-03-052025-02-267JointAMPAmeriprise Financial, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-03-052025-02-2013JointAMZNAmazon.com, Inc. - Common StockPurchase$15,001 - $50,000Clerk →
2025-03-052025-02-2013JointArista Investors Corp. Class ASale$15,001 - $50,000Clerk →
2025-03-052025-02-1815JointBLKBlackRock, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-03-052025-02-1815JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2025-01-152024-12-1927JointURIUnited Rentals, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-01-152024-12-1927JointBLKBlackRock, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-12-122024-11-0834JointURIUnited Rentals, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-12-122024-11-0834JointLLYEli Lilly and Company Common StockSale$15,001 - $50,000Clerk →
2024-12-122024-11-0834JointAMPAmeriprise Financial, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseREGNRegeneron Pharmaceuticals, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseCRWDCrowdStrike Holdings, Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseFANGDiamondback Energy, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530SpouseAMZNAmazon.com, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530JointPSXPhillips 66 Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530JointAMZNAmazon.com, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530JointXOMExxon Mobil Corporation Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530JointPFEPfizer, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseLINLinde plc - Ordinary SharesSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseNEENextEra Energy, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530JointNEENextEra Energy, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseLNGCheniere Energy, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-10-142024-09-1034JointFANGDiamondback Energy, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-10-142024-09-1034JointNEENextEra Energy, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-09-232024-08-2133JointAMZNAmazon.com, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-09-232024-08-2133JointANETArista Networks, Inc. Common StockPurchase$15,001 - $50,000Clerk →
2024-09-232024-08-1440SpouseADBEAdobe Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-09-232024-08-1440SpouseULTAUlta Beauty, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-09-232024-08-1440SpouseANETArista Networks, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-07-1728JointISRGIntuitive Surgical, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-08-142024-07-1728SpouseISRGIntuitive Surgical, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-07-1728JointFANGDiamondback Energy, Inc. - Common StockPurchase$15,001 - $50,000Clerk →
2024-08-142024-07-1728SpouseLHXL3Harris Technologies, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-06-2055 ·>45JointISRGIntuitive Surgical, Inc. - Common StockPurchase$15,001 - $50,000Clerk →
2024-08-142024-06-2055 ·>45JointURIUnited Rentals, Inc. Common StockSale$15,001 - $50,000Clerk →
2024-08-142024-06-0372 ·>45JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-06-0372 ·>45JointURIUnited Rentals, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-06-0372 ·>45JointLLYEli Lilly and Company Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-06-0372 ·>45JointPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-06-0372 ·>45JointAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseXOMExxon Mobil Corporation Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseVLTOVeralto Corp Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseCORCencora, Inc. Common StockPurchase$15,001 - $50,000Clerk →
2024-08-142024-05-2977 ·>45SpouseGOOGLAlphabet Inc. - Class A Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseULTAUlta Beauty, Inc. - Common StockPurchase$15,001 - $50,000Clerk →
2024-08-142024-05-2977 ·>45SpouseTELTE Connectivity Ltd. New Switzerland Registered SharesPurchase$15,001 - $50,000Clerk →
2024-08-142024-05-2977 ·>45SpouseAAPLApple Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseNVDANVIDIA Corporation - Common StockSale (partial)$15,001 - $50,000Clerk →
2024-08-142024-05-2977 ·>45SpouseMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-05-1591 ·>45JointCOSTCostco Wholesale Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-05-1591 ·>45JointUBERUber Technologies, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-05-02104 ·>45JointPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-05-02104 ·>45JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-04-12124 ·>45JointCDNSCadence Design Systems, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-04-12124 ·>45JointAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-01-04223 ·>45JointMSFTMicrosoft Corporation - Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-01-04223 ·>45JointURIUnited Rentals, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-12-18240 ·>45JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-12-14244 ·>45JointGOOGLAlphabet Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-11-17271 ·>45SpouseTRMBTrimble Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-11-16272 ·>45JointCDNSCadence Design Systems, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-11-16272 ·>45JointFANGDiamondback Energy, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-11-15273 ·>45SpouseCDNSCadence Design Systems, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-10-18301 ·>45JointFANGDiamondback Energy, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-10-18301 ·>45JointCRMSalesforce, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-10-12307 ·>45JointISRGIntuitive Surgical, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-10-12307 ·>45JointGOOGLAlphabet Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-09-21328 ·>45SpouseRTXRTX Corporation Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-09-19330 ·>45SpouseLNGCheniere Energy, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-08-15365 ·>45SpouseELEstee Lauder Companies, Inc.Sale$1,001 - $15,000Clerk →
2024-08-142023-08-11369 ·>45SpouseREGNRegeneron Pharmaceuticals, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-08-02378 ·>45JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-08-02378 ·>45JointUBERUber Technologies, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-08-02378 ·>45JointISRGIntuitive Surgical, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-08-02378 ·>45JointMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-06-23418 ·>45JointUBERUber Technologies, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-06-22419 ·>45JointLINLinde plc - Ordinary SharesSale$1,001 - $15,000Clerk →
2024-08-142023-06-06435 ·>45SpouseAAPLApple Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-30442 ·>45JointADIAnalog Devices, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-05-30442 ·>45JointMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-30442 ·>45JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-05-30442 ·>45JointISRGIntuitive Surgical, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-25447 ·>45SpouseUBERUber Technologies, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-05-23449 ·>45SpouseCRWDCrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-23449 ·>45SpouseADBEAdobe Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-11461 ·>45JointLLYEli Lilly and Company Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-11461 ·>45JointURIUnited Rentals, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-05-04468 ·>45JointISRGIntuitive Surgical, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-04468 ·>45JointPHParker-Hannifin Corporation Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-04-27475 ·>45JointPHParker-Hannifin Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-04-24478 ·>45JointCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-04-24478 ·>45JointADIAnalog Devices, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-04-24478 ·>45JointUBERUber Technologies, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-04-24478 ·>45JointAMPAmeriprise Financial, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-03-27506 ·>45JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-03-09524 ·>45JointBLKBlackRock, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-03-09524 ·>45JointUBERUber Technologies, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-02-03558 ·>45SpouseHorizon Therapeutics Public Limited Company - Ordinary SharesSale$1,001 - $15,000Clerk →
2024-08-142023-02-02559 ·>45JointBLKBlackRock, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-02-02559 ·>45JointLLYEli Lilly and Company Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-02-01560 ·>45JointHorizon PharmaSale$1,001 - $15,000Clerk →
2024-08-142023-02-01560 ·>45SpouseISRGIntuitive Surgical, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-02-01560 ·>45JointNVDANVIDIA Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointLINLinde plc - Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointURIUnited Rentals, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointHorizon PharmaPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointNEENextEra Energy, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointLLYEli Lilly and Company Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointHONHoneywell International Inc.Sale$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointAMPAmeriprise Financial, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointFANGDiamondback Energy, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointDGDollar General Corporation Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseURIUnited Rentals, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseADBEAdobe Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseNVDANVIDIA Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseBLKBlackRock, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseAMPAmeriprise Financial, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseCOSTCostco Wholesale Corporation - Common StockPurchase$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2025 report.

113 assets with a value on the report filed 2026-04-20, 47 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
Bank of America - HSAOtherSpouse$1,001 - $15,000
Fifth Third Bank AccountOtherSpouse$50,001 - $100,000
Fifth Third bank accountsOtherMember$1,001 - $15,000
Ohio Public Employees Retirement SystemBondMember$50,001 - $100,000
BR COLLEGE 2027 OPTION - AFundMember$50,001 - $100,000
BR COLLEGE 2032 OPTION - AFundMember$100,001 - $250,000
MA College PortfolioFundDependent$15,001 - $50,000
Fidelity Government Money Market FundFundSpouse$1 - $1,000
KRKroger CompanyStockSpouseNone
Kroger Company (KR) - Restricted StockOtherSpouseNone
CashOtherMemberNone
First Trust Dorsey Wright Focus 5 ETFFundMemberNone
Retirement Date Fund 2040OtherSpouseNone
AMZNAmazon.com, Inc. - Common StockStockJointNone
AMPAmeriprise Financial, Inc. Common StockStockJointNone
ANETArista Networks, Inc. Common StockStockJointNone
Artisan Emerging Markets Debt Opportunities Fund - Institutional SharesFundJoint$15,001 - $50,000
Artisan International Value Fd Insti ShsFundJoint$15,001 - $50,000
Axonic Strategic Income Fund Class IFundJoint$1,001 - $15,000
Baird Aggregate Bond Fund Institutional ClassFundJoint$1,001 - $15,000
Bank Deposit SweepOtherJoint$1,001 - $15,000
BLKBlackRock, Inc. Common StockStockJointNone
Bramshill Income Performance Fund - Institutional ClassFundJoint$1,001 - $15,000
COSTCostco Wholesale Corporation - Common StockStockJointNone
CRWDCrowdStrike Holdings, Inc. - Class A Common StockStockJointNone
Eaton Vance Government Obligations Fund Class IFundJoint$1,001 - $15,000
Edgewood Growth Fund InstiFundJointNone
Equable Shares Hedged Equity ETFFundJoint$15,001 - $50,000
FEDERATED HERMES GOVT OBLIGATIONS ISOtherJoint$1,001 - $15,000
First Trust Dorsey Wright Focus 5 ETFFundMemberNone
GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional SharesFundJoint$15,001 - $50,000
Guggenheim Total Return Bond Fund- Institutional ClassFundJoint$1,001 - $15,000
Harbor Small Cap Value Fund Insti ClFundJoint$1,001 - $15,000
Invesco S&P 500 Equal Weight ETFFundJoint$15,001 - $50,000
iShares Core MSCI EAFE ETFFundJoint$15,001 - $50,000
iShares Core MSCI Pacific ETFFundJoint$1,001 - $15,000
iShares Core S&P 500 ETFFundJoint$100,001 - $250,000
iShares Core S&P Mid-Cap ETFFundJoint$15,001 - $50,000
iShares Core S&P Total U.S. Stock Market ETFFundJoint$100,001 - $250,000
iShares MSCI Emerging Index FundFundJoint$1,001 - $15,000
SLViShares Silver TrustFundJointNone
KraneShares CSI China Internet ETFFundJoint$15,001 - $50,000
KRKroger CompanyStockJointNone
Lyrical U.S. Value Equity Fund Institutional ClassFundJoint$15,001 - $50,000
Nationwide Geneva Small Cap Growth Fund Institutional Service ClassFundJoint$1,001 - $15,000
NVDANVIDIA CorporationStockJointNone
PHParker-Hannifin Corporation Common StockStockJointNone
Payden High Income Fund SI ClassFundJoint$1,001 - $15,000
Principal Fds, Inc. MidCap Fd Institutional ClFundJoint$15,001 - $50,000
Pzena Emerging Markets Value Fund - Institutional ClassFundJoint$1,001 - $15,000
GLDMSPDR Gold MiniShares TrustFundJoint$15,001 - $50,000
State Street SPDR Portfolio S&P 500 Growth ETFFundJoint$15,001 - $50,000
Victory Pioneer Cat Bond Fund Class YFundJoint$15,001 - $50,000
WCM Focused International Growth Fund Insti ClFundJoint$15,001 - $50,000
AAPLApple Inc.StockJointNone
Bank Deposit SweepOtherJoint$1,001 - $15,000
BMYBristol-Myers Squibb CompanyStockJointNone
COSTCostco Wholesale CorporationStockJointNone
FITBFifth Third BancorpStockJointNone
JPMJP Morgan Chase & Co.StockJointNone
MSFTMicrosoft CorporationStockJointNone
PMPhilip Morris International IncStockJointNone
PGProcter & Gamble CompanyStockJointNone
SPGSimon Property Group, Inc.StockJointNone
ACNAccenture plc Class A Ordinary SharesStockSpouseNone
GOOGLAlphabet Inc. - Class AStockSpouseNone
AMPAmeriprise Financial, Inc. Common StockStockSpouseNone
AAPLApple Inc.StockSpouseNone
ANETArista Networks, Inc. Common StockStockSpouseNone
Artisan International Value Fd Insti ShsFundSpouse$15,001 - $50,000
Bank Deposit SweepOtherSpouse$15,001 - $50,000
BLKBlackRock, Inc. Common StockStockSpouseNone
CDNSCadence Design Systems, Inc. - Common StockStockSpouseNone
CORCencora, Inc. Common StockStockSpouseNone
COSTCostco Wholesale Corporation - Common StockStockSpouseNone
DHRDanaher CorporationStockSpouseNone
DGDollar General CorporationStockSpouseNone
Edgewood Growth Fund InstiFundSpouseNone
Equable Shares Hedged Equity ETFFundSpouse$15,001 - $50,000
EQIXEquinix, Inc.StockSpouseNone
FEDERATED HERMES TREASURY OBLIG ISOtherSpouseNone
GQG PARTNERS EMERGING MARKETS EQUITY FUND Institutional SharesFundSpouse$15,001 - $50,000
Harbor Small Cap Value Fund Insti ClFundSpouse$1,001 - $15,000
HDHome Depot, Inc.StockSpouseNone
HONHoneywell International Inc.StockSpouseNone
Invesco S&P 500 Equal Weight ETFFundSpouse$50,001 - $100,000
iShares Core MSCI EAFE ETFFundSpouse$15,001 - $50,000
iShares Core MSCI Pacific ETFFundSpouse$1,001 - $15,000
iShares Core S&P 500 ETFFundSpouse$250,001 - $500,000
iShares Core S&P Mid-Cap ETFFundSpouse$15,001 - $50,000
iShares Core S&P Total U.S. Stock Market ETFFundSpouse$100,001 - $250,000
iShares MSCI Emerging Index FundFundSpouse$1,001 - $15,000
KraneShares CSI China Internet ETFFundSpouse$15,001 - $50,000
LHXL3Harris Technologies, Inc. Common StockStockSpouseNone
Lyrical U.S. Value Equity Fund Institutional ClassFundSpouse$15,001 - $50,000
MSFTMicrosoft CorporationStockSpouseNone
Nationwide Geneva Small Cap Growth Fund Institutional Service ClassFundSpouse$15,001 - $50,000
NVDANVIDIA Corporation - Common StockStockSpouseNone
ORLYO'Reilly Automotive, Inc.StockSpouseNone
PHParker-Hannifin CorporationStockSpouseNone
Principal Fds, Inc. MidCap Fd Institutional ClFundSpouse$50,001 - $100,000
Pzena Emerging Markets Value Fund - Institutional ClassFundSpouse$15,001 - $50,000
CRMSalesforce, Inc. Common StockStockSpouseNone
State Street SPDR Portfolio S&P 500 Growth ETFFundSpouse$15,001 - $50,000
TELTE Connectivity Ltd. New Switzerland Registered SharesStockSpouseNone
TMOThermo Fisher Scientific IncStockSpouseNone
UBERUber Technologies, Inc.StockSpouseNone
URIUnited Rentals, Inc. Common StockStockSpouseNone
UNHUnitedHealth Group Incorporated Common StockStockSpouseNone
VVisa Inc.StockSpouseNone
DISWalt Disney CompanyStockSpouseNone
WCM Focused International Growth Fund Insti ClFundSpouse$15,001 - $50,000
ZTSZoetis Inc. Class AStockSpouseNone

How reports are read: holdings methodology.