Congressional stock trades · Member
Jared Moskowitz
Representative · FL-23 · Democrat
466 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 3 annual reports are below.
Current committees: House Committee on Foreign Affairs; House Committee on the Judiciary; House Select Subcommittee to Investigate the Remaining Questions Surrounding January 6, 2021.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2024-12-09 | 2024-11-08 | 31 | Dependent | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | AOSA.O. Smith Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | XOMExxon Mobil Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | LINLinde plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | SBCFSeacoast Banking Corporation of Florida - Common Stock | Sale | $50,001 - $100,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | CVXChevron Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | SBCFSeacoast Banking Corporation of Florida - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | LMTLockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | METAMeta Platforms, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | ATOAtmos Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | TXNTexas Instruments Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | ADIAnalog Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | The Energy Select Sector SPDR Fund | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Dependent | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-12-09 | 2024-11-08 | 31 | Member | QCOMQUALCOMM Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | SOSouthern Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | ABTAbbott Laboratories Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | ELVElevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | NEENextEra Energy, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | SPGIS&P Global Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | LMTLockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-13 | 190 ·>45 | Member | RPMRPM International Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-01 | 202 ·>45 | Member | NKENike, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-01 | 202 ·>45 | Member | FDSFactSet Research Systems Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-01 | 202 ·>45 | Member | SNASnap-On Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-01 | 202 ·>45 | Member | MDLZMondelez International, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-01 | 202 ·>45 | Member | ELVElevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-01 | 202 ·>45 | Member | KMBKimberly-Clark Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2024-02-01 | 202 ·>45 | Member | APDAir Products and Chemicals, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | JKHYJack Henry & Associates, Inc. - Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | BROBrown & Brown, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | HRLHormel Foods Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | MDTMedtronic plc. Ordinary Shares | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | WSTWest Pharmaceutical Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | ZTSZoetis Inc. Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-28 | 237 ·>45 | Member | CATCaterpillar, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-12-26 | 239 ·>45 | Member | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-27 | 329 ·>45 | Member | RTXRTX Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-27 | 329 ·>45 | Member | CMICummins Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-27 | 329 ·>45 | Member | TGTTarget Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | LINLinde plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | NKENike, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | PFEPfizer, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | AAPLApple Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | LLYEli Lilly and Company Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | ATOAtmos Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-09-01 | 355 ·>45 | Member | SYYSysco Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | HDHome Depot, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | UNHUnitedHealth Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | HRLHormel Foods Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | STESTERIS plc | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | DGDollar General Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | SPGIS&P Global Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | MSFTMicrosoft Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | ACNAccenture plc Class A Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | CVXChevron Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | ADPAutomatic Data Processing, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | LOWLowe's Companies, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | ADIAnalog Devices, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | WSTWest Pharmaceutical Services, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | SBUXStarbucks Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | MCDMcDonald's Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | NEENextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | TXNTexas Instruments Incorporated - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | AOSA.O. Smith Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | COSTCostco Wholesale Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | PEGPublic Service Enterprise Group Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | PEPPepsico, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | MRKMerck & Company, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | MAMastercard Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | XOMExxon Mobil Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | RJFRaymond James Financial, Inc. Common Stock | Sale | $100,001 - $250,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | INTCIntel Corporation - Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | GWWW.W. Grainger, Inc. Common Stock | Purchase | $15,001 - $50,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | AMGNAmgen Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | PGProcter & Gamble Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | TGTTarget Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | WECWEC Energy Group, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | MDTMedtronic plc. Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | VVisa Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | CCitigroup, Inc. Common Stock | Sale | $15,001 - $50,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-21 | 2023-07-14 | 404 ·>45 | Member | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | MDLZMondelez International, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | ORCLOracle Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | TDToronto Dominion Bank | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | WMWaste Management, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | LOWLowe's Companies, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | SNASnap-On Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | ALLAllstate Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | FDSFactSet Research Systems Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | PNCPNC Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | ABTAbbott Laboratories Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | CBChubb Limited Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | NOCNorthrop Grumman Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | MAMastercard Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | CMCSAComcast Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | WECWEC Energy Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | ZTSZoetis Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-19 | 2024-07-05 | 45 | Member | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-17 | 20 | Dependent | CMCSAComcast Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | PNCPNC Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ROPRoper Technologies, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | GWWW.W. Grainger, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | FDSFactSet Research Systems Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | CMCSAComcast Corporation - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | LINLinde plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ORCLOracle Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | NVDANVIDIA Corporation - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | MDLZMondelez International, Inc. - Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ELVElevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | WMWaste Management, Inc. Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | SHWSherwin-Williams Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | NOCNorthrop Grumman Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | MAMastercard Incorporated Common Stock | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | AMZNAmazon.com, Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | SOSouthern Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ZTSZoetis Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | BRK.BBerkshire Hathaway Inc. New Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ATOAtmos Energy Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | MAMastercard Incorporated Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | TDToronto Dominion Bank | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | AVGOBroadcom Inc. - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | FDSFactSet Research Systems Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | WECWEC Energy Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ALLAllstate Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ZTSZoetis Inc. Class A Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ORCLOracle Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | LINLinde plc - Ordinary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-05 | 32 | Dependent | ALLAllstate Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | FDSFactSet Research Systems Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | JPMJP Morgan Chase & Co. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | WECWEC Energy Group, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | NEENextEra Energy, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | JNJJohnson & Johnson Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | SNASnap-On Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | PNCPNC Financial Services Group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | ELVElevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | TDToronto Dominion Bank | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | LMTLockheed Martin Corporation Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | MDLZMondelez International, Inc. - Class A Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | GOOGAlphabet Inc. - Class C Capital Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | NOCNorthrop Grumman Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | TSCOTractor Supply Company - Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-07-01 | 36 | Dependent | BBYBest Buy Co., Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | FDSFactSet Research Systems Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | KMBKimberly-Clark Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | FDSFactSet Research Systems Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | SNASnap-On Incorporated Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | KMBKimberly-Clark Corporation Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | APDAir Products and Chemicals, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | NKENike, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | NKENike, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | APDAir Products and Chemicals, Inc. Common Stock | Sale | $1,001 - $15,000 | Clerk → |
| 2024-08-06 | 2024-02-01 | 187 ·>45 | Dependent | ELVElevance Health, Inc. Common Stock | Purchase | $1,001 - $15,000 | Clerk → |
| 2024-01-22 | 2023-12-28 | 25 | Dependent | TSCOTractor Supply Company | Purchase | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2025 report.
347 assets with a value on the report filed 2026-08-13, 209 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.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| Bank of America Accounts | Other | Member | $1,001 - $15,000 |
| Emergency Ventures, Inc. | Option | Member | $1,001 - $15,000 |
| Florida Retirement System | Other | Member | Undetermined |
| Goldman Sachs Savings Account | Other | Member | $250,001 - $500,000 |
| MainStay Growth Allocation Class A | Fund | Member | $50,001 - $100,000 |
| MainStay MacKay High Yield Corporate Bond Fund Class A | Fund | Member | $15,001 - $50,000 |
| Marcus CD | Other | Member | None |
| Marcus Savings Account | Other | Joint | $500,001 - $1,000,000 |
| Mass Mutual Whole Life Insurance | Other | Member | $50,001 - $100,000 |
| Mass Mutual Whole Life Insurance | Other | Spouse | $50,001 - $100,000 |
| Merit International | Option | Member | $1,001 - $15,000 |
| MOD LLC | Other | Spouse | $250,001 - $500,000 |
| Stationhead, Inc. | Other | Member | $15,001 - $50,000 |
| Commercial property located in Colorado (1) | Other | Member | $1,001 - $15,000 |
| Commercial property located in Colorado (2) | Other | Member | $1,001 - $15,000 |
| Commercial property located in Florida | Other | Member | $1,001 - $15,000 |
| Commercial property located in Georgia (1) | Other | Member | $1,001 - $15,000 |
| Commercial property located in Georgia (2) | Other | Member | $1,001 - $15,000 |
| Commercial property located in North Carolina (1) | Other | Member | $1,001 - $15,000 |
| Commercial property located in North Carolina (2) | Other | Member | $1,001 - $15,000 |
| Commercial property located in North Carolina (3) | Other | Member | $1,001 - $15,000 |
| Commercial property located in North Carolina (4) | Other | Member | $1,001 - $15,000 |
| Commercial property located in Texas | Other | Member | $1,001 - $15,000 |
| Commercial property located in Texas (1) | Other | Member | $1,001 - $15,000 |
| Commercial property located in Texas (2) | Other | Member | $1,001 - $15,000 |
| Commercial property located in Virginia | Other | Member | $1,001 - $15,000 |
| American Funds 2055 Target Date Retirement Fund® Class R-2 | Fund | Member | $15,001 - $50,000 |
| American Funds American High-Income Trust® Class R-2 | Fund | Member | $15,001 - $50,000 |
| American Funds Fundamental Investors® Class R-2 | Fund | Member | $50,001 - $100,000 |
| American Funds Investment Company of America® Class R-2 | Fund | Member | $1,001 - $15,000 |
| American Funds The Growth Fund of America® Class R-2 | Fund | Member | $50,001 - $100,000 |
| Invesco American Franchise Fund Class R | Fund | Member | $50,001 - $100,000 |
| Putnam Small Cap Growth Fund Class R | Fund | Member | $15,001 - $50,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | Fund | Member | $1,001 - $15,000 |
| SPDR Portfolio S&P 400 Mid Cap ETF | Fund | Member | $1,001 - $15,000 |
| SPDR Portfolio S&P 600 Small Cap ETF | Fund | Member | $1,001 - $15,000 |
| State Street SPDR Portfolio S&P 500 ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Member | $15,001 - $50,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Total International Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares 0-5 Year TIPS Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| iShares Core U.S. Aggregate Bond ETF | Fund | Spouse | $15,001 - $50,000 |
| iShares J.P. Morgan USD Emerging Markets Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| SPDR Portfolio S&P 400 Mid Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| SPDR Portfolio S&P 600 Small Cap ETF | Fund | Spouse | $1,001 - $15,000 |
| State Street SPDR Portfolio S&P 500 ETF | Fund | Spouse | $50,001 - $100,000 |
| Vanguard FTSE Developed Markets ETF | Fund | Spouse | $15,001 - $50,000 |
| Vanguard FTSE Emerging Markets ETF | Fund | Spouse | $1,001 - $15,000 |
| Vanguard Total International Bond ETF | Fund | Spouse | $1,001 - $15,000 |
| FIDELITY GOVERNMENT MONEY MARKET | Other | Member | $1,001 - $15,000 |
| iShares 10-20 Year Treasury Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares A.I. Innovation and Tech Active ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core MSCI Emerging Markets ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core S&P 500 ETF | Fund | Member | $1,001 - $15,000 |
| iShares Core Total USD Bond Market ETF | Fund | Member | $1,001 - $15,000 |
| IAUiShares Gold Trust Shares | Fund | Member | $1,001 - $15,000 |
| iShares International Aggregate Bond Fund | Fund | Member | $1,001 - $15,000 |
| iShares MSCI EAFE Growth ETF | Fund | Member | None |
| iShares MSCI EAFE Value ETF | Fund | Member | $1,001 - $15,000 |
| iShares MSCI Emerging Markets ex China ETF | Fund | Member | None |
| iShares MSCI USA Momentum Factor | Fund | Member | $1,001 - $15,000 |
| iShares MSCI USA Quality Factor ETF | Fund | Member | $1,001 - $15,000 |
| iShares S&P 100 Fund | Fund | Member | $1,001 - $15,000 |
| iShares S&P 500 Growth ETF | Fund | Member | $1,001 - $15,000 |
| iShares S&P 500 Value ETF | Fund | Member | $1,001 - $15,000 |
| iShares U.S. Aerospace & Defense ETF | Fund | Member | $1,001 - $15,000 |
| iShares U.S. Equity Factor Rotation Active ETF | Fund | Member | $1,001 - $15,000 |
| iShares U.S. Technology ETF | Fund | Member | None |
| iShares U.S. Thematic Rotation Active ETF | Fund | Member | $1,001 - $15,000 |
| BLUE CHIP GROWTH PORTFOLIO A | Fund | Dependent | $50,001 - $100,000 |
| INTERNATIONAL VALUE PORTFOLIO A | Fund | Dependent | $1,001 - $15,000 |
| MID-CAP VALUE PORTFOLIO A | Fund | Dependent | $15,001 - $50,000 |
| NEW HORIZONS PORTFOLIO A | Fund | Dependent | $15,001 - $50,000 |
| SMALL-CAP STOCK PORTFOLIO A | Fund | Dependent | $1,001 - $15,000 |
| Cash Accounts | Other | Member | $1,000,001 - $5,000,000 |
| CDs | Other | Member | $100,001 - $250,000 |
| US Treasury STRIP | Other | Member | $100,001 - $250,000 |
| ABTAbbott Laboratories | Stock | Member | None |
| ABBVAbbVie Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Member | $15,001 - $50,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Member | $15,001 - $50,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| AXPAmerican Express Company Common Stock | Stock | Member | $15,001 - $50,000 |
| AMGNAmgen Inc. | Stock | Member | $15,001 - $50,000 |
| ADIAnalog Devices, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Member | $15,001 - $50,000 |
| ATOAtmos Energy Corporation Common Stock | Stock | Member | $15,001 - $50,000 |
| ADPAutomatic Data Processing, Inc. | Stock | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $15,001 - $50,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| BROBrown & Brown, Inc. | Stock | Member | $1,001 - $15,000 |
| CARRCarrier Global Corporation | Stock | Member | None |
| Cash Account | Other | Member | $1,001 - $15,000 |
| CATCaterpillar, Inc. | Stock | Member | $15,001 - $50,000 |
| CBChubb Limited | Stock | Member | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Member | $15,001 - $50,000 |
| COSTCostco Wholesale Corporation | Stock | Member | $15,001 - $50,000 |
| CMICummins Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| DELLDell Technologies Inc. Class C Common Stock | Stock | Member | $15,001 - $50,000 |
| LLYEli Lilly and Company Common Stock | Stock | Member | $15,001 - $50,000 |
| RACEFerrari N.V. Common Shares | Stock | Member | $15,001 - $50,000 |
| GSGoldman Sachs Group, Inc. | Stock | Member | $15,001 - $50,000 |
| HCAHCA Healthcare, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Member | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Member | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Member | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Member | $15,001 - $50,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Member | $15,001 - $50,000 |
| LECOLincoln Electric Holdings, Inc. - Common Shares | Stock | Member | None |
| LINLinde plc - Ordinary Shares | Stock | Member | $15,001 - $50,000 |
| LMTLockheed Martin Corporation | Stock | Member | $15,001 - $50,000 |
| LUMNLumen Technologies, Inc. Common Stock | Stock | Member | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Member | $15,001 - $50,000 |
| MCKMcKesson Corporation Common Stock | Stock | Member | $15,001 - $50,000 |
| METAMeta Platforms, Inc. - Class A | Stock | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $15,001 - $50,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Member | $15,001 - $50,000 |
| ORCLOracle Corporation Common Stock | Stock | Member | $15,001 - $50,000 |
| PEPPepsico, Inc. | Stock | Member | None |
| PGProcter & Gamble Company | Stock | Member | $1,001 - $15,000 |
| PEGPublic Service Enterprise Group Incorporated | Stock | Member | $15,001 - $50,000 |
| QCOMQUALCOMM Incorporated | Stock | Member | $15,001 - $50,000 |
| ROPRoper Technologies, Inc. | Stock | Member | $1,001 - $15,000 |
| RPMRPM International Inc. | Stock | Member | $15,001 - $50,000 |
| SPGIS&P Global Inc. | Stock | Member | $15,001 - $50,000 |
| CRMSalesforce, Inc. | Stock | Member | None |
| SHWSherwin-Williams Company | Stock | Member | $1,001 - $15,000 |
| SOSouthern Company | Stock | Member | $15,001 - $50,000 |
| GLDSPDR Gold Shares | Fund | Member | $15,001 - $50,000 |
| SPDR Select Sector Fund - Energy Select Sector | Fund | Member | $15,001 - $50,000 |
| SBUXStarbucks Corporation | Stock | Member | None |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | Fund | Member | $1,001 - $15,000 |
| STESTERIS plc | Stock | Member | $1,001 - $15,000 |
| SYKStryker Corporation | Stock | Member | $15,001 - $50,000 |
| TMUST-Mobile US, Inc. | Stock | Member | $15,001 - $50,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Member | $15,001 - $50,000 |
| TSLATesla, Inc. | Stock | Member | $15,001 - $50,000 |
| TXNTexas Instruments Incorporated | Stock | Member | None |
| CIThe Cigna Group Common Stock | Stock | Member | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Member | $15,001 - $50,000 |
| TSCOTractor Supply Company - Common Stock | Stock | Member | $15,001 - $50,000 |
| UBERUber Technologies, Inc. | Stock | Member | $15,001 - $50,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | None |
| VVisa Inc. | Stock | Member | $15,001 - $50,000 |
| GWWW.W. Grainger, Inc. Common Stock | Stock | Member | $15,001 - $50,000 |
| WMTWalmart Inc. | Stock | Member | $15,001 - $50,000 |
| WMWaste Management, Inc. | Stock | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Member | $250,001 - $500,000 |
| AMGNAmgen Inc. | Stock | Member | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Member | $50,001 - $100,000 |
| BACBank of America Corporation | Stock | Member | $50,001 - $100,000 |
| Cash Account | Other | Member | $15,001 - $50,000 |
| GSGoldman Sachs Group, Inc. | Stock | Member | $50,001 - $100,000 |
| HDHome Depot, Inc. | Stock | Member | $15,001 - $50,000 |
| JNJJohnson & Johnson | Stock | Member | $15,001 - $50,000 |
| MIAMI-DADE CNTY FL AVIATION REV REF-B | Bond | Member | $15,001 - $50,000 |
| MSFTMicrosoft Corporation | Stock | Member | $50,001 - $100,000 |
| POAHFPorsche Automobil Holding SE Stuttgart Pref No VTG RTS | Stock | Member | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Member | $1,001 - $15,000 |
| TSLATesla, Inc. | Stock | Member | $15,001 - $50,000 |
| UNHUnitedHealth Group Incorporated Common Stock | Stock | Member | $1,001 - $15,000 |
| Wstrn Alliance PHOENIX AZ CD | Other | Member | None |
| Cash Account | Other | Dependent | $250,001 - $500,000 |
| Charles Schwab Westlake TX CD | Other | Dependent | None |
| Cash Account | Other | Dependent | $100,001 - $250,000 |
| Charles Schwab Westlake TX CD | Other | Dependent | None |
| ABBVAbbVie Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Dependent | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AXPAmerican Express Company Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Dependent | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Dependent | $15,001 - $50,000 |
| ATOAtmos Energy Corporation Common Stock | Stock | Dependent | $1,001 - $15,000 |
| ADPAutomatic Data Processing, Inc. | Stock | Dependent | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| BROBrown & Brown, Inc. | Stock | Dependent | $1,001 - $15,000 |
| CARRCarrier Global Corporation | Stock | Dependent | None |
| Cash Account | Other | Dependent | $1,001 - $15,000 |
| CATCaterpillar, Inc. | Stock | Dependent | $1,001 - $15,000 |
| CBChubb Limited | Stock | Dependent | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Dependent | $1,001 - $15,000 |
| CMICummins Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| DELLDell Technologies Inc. Class C Common Stock | Stock | Dependent | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Dependent | $1,001 - $15,000 |
| Energy Select Sector SPDR Fund | Fund | Dependent | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| HCAHCA Healthcare, Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Dependent | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Dependent | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Dependent | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Dependent | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| LINLinde plc - Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Dependent | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Dependent | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Dependent | $1,001 - $15,000 |
| MCKMcKesson Corporation Common Stock | Stock | Dependent | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Dependent | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Dependent | $15,001 - $50,000 |
| NEENextEra Energy, Inc. | Stock | Dependent | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| ORCLOracle Corporation Common Stock | Stock | Dependent | $1,001 - $15,000 |
| PEPPepsico, Inc. | Stock | Dependent | None |
| PGProcter & Gamble Company | Stock | Dependent | $1,001 - $15,000 |
| PEGPublic Service Enterprise Group Incorporated | Stock | Dependent | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Dependent | $1,001 - $15,000 |
| ROPRoper Technologies, Inc. | Stock | Dependent | $1,001 - $15,000 |
| RPMRPM International Inc. | Stock | Dependent | $1,001 - $15,000 |
| SPGIS&P Global Inc. | Stock | Dependent | $1,001 - $15,000 |
| SHWSherwin-Williams Company | Stock | Dependent | $1,001 - $15,000 |
| SNASnap-On Incorporated Common Stock | Stock | Dependent | $1,001 - $15,000 |
| SOSouthern Company | Stock | Dependent | $1,001 - $15,000 |
| GLDSPDR Gold Shares | Fund | Dependent | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Dependent | None |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | Fund | Dependent | $1,001 - $15,000 |
| SYKStryker Corporation Common Stock | Stock | Dependent | $1,001 - $15,000 |
| TMUST-Mobile US, Inc. | Stock | Dependent | $1,001 - $15,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Dependent | $1,001 - $15,000 |
| TXNTexas Instruments Incorporated | Stock | Dependent | None |
| CIThe Cigna Group Common Stock | Stock | Dependent | $1,001 - $15,000 |
| TJXTJX Companies, Inc. | Stock | Dependent | $1,001 - $15,000 |
| TSCOTractor Supply Company - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| VVisa Inc. | Stock | Dependent | $1,001 - $15,000 |
| GWWW.W. Grainger, Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Dependent | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Dependent | $1,001 - $15,000 |
| ABBVAbbVie Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| ACNAccenture plc Class A Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| GOOGAlphabet Inc. - Class C Capital Stock | Stock | Dependent | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AXPAmerican Express Company Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Dependent | $1,001 - $15,000 |
| ADIAnalog Devices, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Dependent | $1,001 - $15,000 |
| ATOAtmos Energy Corporation Common Stock | Stock | Dependent | $1,001 - $15,000 |
| ADPAutomatic Data Processing, Inc. | Stock | Dependent | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AVGOBroadcom Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| BROBrown & Brown, Inc. | Stock | Dependent | $1,001 - $15,000 |
| CARRCarrier Global Corporation | Stock | Dependent | None |
| CATCaterpillar, Inc. | Stock | Dependent | $1,001 - $15,000 |
| CBChubb Limited | Stock | Dependent | $1,001 - $15,000 |
| CSCOCisco Systems, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Dependent | $1,001 - $15,000 |
| CMICummins Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| DELLDell Technologies Inc. Class C Common Stock | Stock | Dependent | $1,001 - $15,000 |
| LLYEli Lilly and Company Common Stock | Stock | Dependent | $1,001 - $15,000 |
| GSGoldman Sachs Group, Inc. | Stock | Dependent | $1,001 - $15,000 |
| HDHome Depot, Inc. | Stock | Dependent | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Dependent | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Dependent | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Dependent | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| LINLinde plc - Ordinary Shares | Stock | Dependent | $1,001 - $15,000 |
| LMTLockheed Martin Corporation | Stock | Dependent | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Dependent | $1,001 - $15,000 |
| MCKMcKesson Corporation Common Stock | Stock | Dependent | $1,001 - $15,000 |
| METAMeta Platforms, Inc. - Class A Common Stock | Stock | Dependent | $1,001 - $15,000 |
| MSFTMicrosoft Corporation | Stock | Dependent | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Dependent | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| ORCLOracle Corporation Common Stock | Stock | Dependent | $1,001 - $15,000 |
| PGProcter & Gamble Company | Stock | Dependent | $1,001 - $15,000 |
| PEGPublic Service Enterprise Group Incorporated | Stock | Dependent | $1,001 - $15,000 |
| QCOMQUALCOMM Incorporated | Stock | Dependent | $1,001 - $15,000 |
| ROPRoper Technologies, Inc. | Stock | Dependent | $1,001 - $15,000 |
| RPMRPM International Inc. | Stock | Dependent | $1,001 - $15,000 |
| SPGIS&P Global Inc. | Stock | Dependent | $1,001 - $15,000 |
| SHWSherwin-Williams Company | Stock | Dependent | None |
| SOSouthern Company | Stock | Dependent | $1,001 - $15,000 |
| GLDSPDR Gold Shares | Fund | Dependent | $1,001 - $15,000 |
| SBUXStarbucks Corporation | Stock | Dependent | None |
| State Street Energy Select Sector SPDR ETF | Fund | Dependent | $15,001 - $50,000 |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF | Fund | Dependent | $1,001 - $15,000 |
| SYKStryker Corporation Common Stock | Stock | Dependent | $1,001 - $15,000 |
| TMUST-Mobile US, Inc. | Stock | Dependent | $1,001 - $15,000 |
| TSMTaiwan Semiconductor Manufacturing Company Ltd. | Stock | Dependent | $1,001 - $15,000 |
| TXNTexas Instruments Incorporated | Stock | Dependent | None |
| TJXTJX Companies, Inc. | Stock | Dependent | $1,001 - $15,000 |
| TSCOTractor Supply Company - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| VVisa Inc. | Stock | Dependent | $1,001 - $15,000 |
| GWWW.W. Grainger, Inc. Common Stock | Stock | Dependent | $1,001 - $15,000 |
| WMTWalmart Inc. | Stock | Dependent | $1,001 - $15,000 |
| WMWaste Management, Inc. | Stock | Dependent | $1,001 - $15,000 |
| Cash Account | Other | Member | $1,000,001 - $5,000,000 |
| Charles Schwab Westlake TX CD | Other | Member | None |
| Cash Account | Other | Spouse | $50,001 - $100,000 |
| BD 529 BLACKROCK EMRG MKT A | Fund | Dependent | $1,001 - $15,000 |
| BD 529 BLACKROCK EMRG MKT C | Fund | Dependent | $1,001 - $15,000 |
| BD 529 BR MID CAP GRTH EQ A | Fund | Dependent | $1,001 - $15,000 |
| BD 529 BR MID CAP GRTH EQ C ( | Fund | Dependent | $1,001 - $15,000 |
| UBT 529 BD IL DFA RL EST SEC A | Fund | Dependent | $1,001 - $15,000 |
| UBT 529 BD IL DFA RL EST SEC C | Fund | Dependent | $1,001 - $15,000 |
| UBT 529 DELAWARE SM CAP CORE A | Fund | Dependent | $1,001 - $15,000 |
| UBT 529 DELAWARE SM CAP CORE C | Fund | Dependent | $1,001 - $15,000 |
| UBT 529 DFA INTL SMALL CO A | Fund | Dependent | $1,001 - $15,000 |
| UBT 529 DFA INTL SMALL CO C | Fund | Dependent | $1,001 - $15,000 |
| UBT 529 TROWE PRICE EQ INC A | Fund | Dependent | $15,001 - $50,000 |
| UBT 529 TROWE PRICE EQ INC C | Fund | Dependent | $15,001 - $50,000 |
| Cash Account | Other | Member | $1,001 - $15,000 |
| Schwab 5-10 Year Corporate Bond ETF | Fund | Member | $1,001 - $15,000 |
| Schwab Fundamental International Equity ETF | Fund | Member | $1,001 - $15,000 |
| Schwab Fundamental US Large Company Index ETF | Fund | Member | $1,001 - $15,000 |
| Schwab Fundamental US Small Company Index ETF | Fund | Member | $1,001 - $15,000 |
| Schwab Mortgage-Backed Securities ETF | Fund | Member | $1,001 - $15,000 |
| Schwab U.S. Small-Cap ETF | Fund | Member | $1,001 - $15,000 |
| Schwab US Large-Cap ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Mortgage Backed Security | Fund | Member | $1,001 - $15,000 |
| AEXLAB | Other | Member | $15,001 - $50,000 |
| StartEngine | Other | Member | $1,001 - $15,000 |
| iShares Core MSCI EAFE | Fund | Member | $1,001 - $15,000 |
| iShares Core Total USD Bond Market ETF | Fund | Member | $1,001 - $15,000 |
| iShares Treasury Floating Rate Bond ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard FTSE Emerging Markets | Fund | Member | $1,001 - $15,000 |
| Vanguard Total Stock Market | Fund | Member | $15,001 - $50,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $1,001 - $15,000 |
| Global X Guru Index ETF | Fund | Member | $1,001 - $15,000 |
| iShares Treasury Floating Rate Bond ETF | Fund | Member | $1,001 - $15,000 |
| iShares US Aerospace & Defense | Fund | Member | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Member | $1,001 - $15,000 |
| PIMCO Enhanced Short Maturity Active Exchange-Traded Fund | Fund | Member | $1,001 - $15,000 |
| Schwab US Dividend Equity ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Mega Cap ETF | Fund | Member | $1,001 - $15,000 |
| Vanguard Scottsdale Intermediate Term Treasury | Fund | Member | $1,001 - $15,000 |
| Vanguard Sector Index Information Technology | Fund | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Member | $1,001 - $15,000 |
| iShares Core High Dividend ETF | Fund | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Dependent | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Dependent | $1,001 - $15,000 |
| iShares Core Aggressive Allocation Fund | Fund | Dependent | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| TSLATesla, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. - Common Stock | Stock | Dependent | $15,001 - $50,000 |
| AAPLApple Inc. | Stock | Dependent | $15,001 - $50,000 |
| BRK.BBerkshire Hathaway Inc. New Common Stock | Stock | Dependent | $1,001 - $15,000 |
| iShares Core Aggressive Allocation Fund | Fund | Dependent | $1,001 - $15,000 |
| NVDANVIDIA Corporation - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| TSLATesla, Inc. - Common Stock | Stock | Dependent | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Dependent | $1,001 - $15,000 |
How reports are read: holdings methodology.