Republican · House PA08
Wikipedia biography ↗Years Elected: About 1.8Rank: #94
Federal elected service; earlier service not yet verified.
12.00%
Cumulative estimated return
SPY: 13.01%
Outperformance: -1.01 percentage points
2025-10-24 – 2026-10-26
27.81%
Cumulative estimated return
SPY: 36.68%
Outperformance: -8.87 percentage points
2024-07-12 – 2026-10-26
27.81%
Cumulative estimated return
SPY: 36.68%
Outperformance: -8.87 percentage points
2024-07-12 – 2026-10-26
As of Oct 26, 2026. 573 parsed trades. Ranks use three-year return.
Returns use correctly parsed individual-stock holdings, purchases and sales, with Tradier prices for unsold positions. Bounded reported amounts use their midpoint; trades reported as “over $5 million” use $5 million. Daily returns exclude cash contributions and holdings-value reconciliations. Sale proceeds remain as cash. Unparsed records and entries without usable amounts or prices are omitted; no missing trades or holdings are invented. Sales can only reduce observed holdings. The dates on each card show the available calculation period, which can be shorter than the requested period. These are estimates of the parsed portion of the portfolio, not verified brokerage returns.
Last reported holdings valued Dec 31, 2025. Original disclosure ↗. These are reported positions, not a live account balance.
| Asset | Owner | Reported value | Purchased | Purchase price | Last close | Current ROI |
|---|---|---|---|---|---|---|
| DELL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $392.78Nov 2, 2026 | Unavailable |
| DAL | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $83.42Nov 2, 2026 | Unavailable |
| DVN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $48.63Nov 2, 2026 | Unavailable |
| DXCM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $84.76Nov 2, 2026 | Unavailable |
| DLR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $135.78Nov 2, 2026 | Unavailable |
| D | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $67.72Nov 2, 2026 | Unavailable |
| DASH | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $190.07Nov 2, 2026 | Unavailable |
| DOV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $215.91Nov 2, 2026 | Unavailable |
| DOW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $34.18Nov 2, 2026 | Unavailable |
| DTE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| DUK | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ETN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $366.07Nov 2, 2026 | Unavailable |
| EBAY | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $120.93Nov 2, 2026 | Unavailable |
| ECL | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $308.38Nov 2, 2026 | Unavailable |
| EW | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $93.26Nov 2, 2026 | Unavailable |
| EA | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| LLY | Not reported | $100,001 - $250,000 | Unavailable | Unavailable | $1410.99Nov 2, 2026 | Unavailable |
| ETR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| EOG | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $157.89Nov 2, 2026 | Unavailable |
| EQT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $54.84Nov 2, 2026 | Unavailable |
| EFX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $192.51Nov 2, 2026 | Unavailable |
| EQIX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $993.69Nov 2, 2026 | Unavailable |
| EQR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| ESS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $265.56Nov 2, 2026 | Unavailable |
| ES | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $69.55Nov 2, 2026 | Unavailable |
| EXC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $46.45Nov 2, 2026 | Unavailable |
| EXPE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $298.99Nov 2, 2026 | Unavailable |
| EXR | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $155.98Nov 2, 2026 | Unavailable |
| XOM | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | $179.67Nov 2, 2026 | Unavailable |
| FFIV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $324.55Nov 2, 2026 | Unavailable |
| FICO | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $724.19Nov 2, 2026 | Unavailable |
| FAST | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $52.55Nov 2, 2026 | Unavailable |
| FITB | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $54.97Nov 2, 2026 | Unavailable |
| FE | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $47.63Nov 2, 2026 | Unavailable |
| FISV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $51.93Nov 2, 2026 | Unavailable |
| F | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $12.60Nov 2, 2026 | Unavailable |
| FTNT | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $126.21Nov 2, 2026 | Unavailable |
| FTV | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $66.84Nov 2, 2026 | Unavailable |
| FOX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $55.96Nov 2, 2026 | Unavailable |
| FCX | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $62.97Nov 2, 2026 | Unavailable |
| GRMN | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $274.29Nov 2, 2026 | Unavailable |
| GE | Not reported | $50,001 - $100,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GEHC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $79.55Nov 2, 2026 | Unavailable |
| GEV | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $862.25Nov 2, 2026 | Unavailable |
| GEN | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $29.89Nov 2, 2026 | Unavailable |
| GNRC | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | Unavailable | Unavailable |
| GD | Not reported | $15,001 - $50,000 | Unavailable | Unavailable | $373.46Nov 2, 2026 | Unavailable |
| GIS | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $34.75Nov 2, 2026 | Unavailable |
| GM | Not reported | $1,001 - $15,000 | Unavailable | Unavailable | $89.94Nov 2, 2026 | Unavailable |
ROI is the price change from the latest matched, unsold purchase to the last stored close, as on the ticker page. Purchase prices are that day’s closing prices. Missing acquisition or price evidence is unavailable; dividends are excluded.
| Asset | Owner | Estimated units | Estimated value |
|---|---|---|---|
| Brown & Brown, Inc. Common Stock (BRO) [ST] | joint | 7.33216828355076548649505874 | 521.17 |
| Clean Harbors, Inc. Common Stock (CLH) [ST] | joint | 0.44434694021978201793434578 | 140.90 |
| Dropbox, Inc. - Class A Common Stock (DBX) [ST] | joint | 82.5598521520507336110172989 | 3114.98 |
| EMCOR Group, Inc. Common Stock (EME) [ST] | joint | 4.16348810262615897743521840 | 2772.59 |
| Comfort Systems USA, Inc. Common Stock (FIX) [ST] | joint | 6.64243642598143407307906860 | 8264.45 |
| HealthEquity, Inc. - Common Stock (HQY) [ST] | joint | 26.02043578219072059647889904 | 2699.62 |
| Manhattan Associates, Inc. - Common Stock (MANH) [ST] | joint | 3.12416460116767039231364584 | 738.55 |
| Nutanix, Inc. - Class A Common Stock (NTNX) [ST] | joint | 19.6100449060795225899837068 | 1425.85 |
| Performance Food Group Company Common Stock (PFGC) [ST] | joint | 156.0006371120094781371541852 | 14918.34 |
| Saia, Inc. - Common Stock (SAIA) [ST] | joint | 0.29819287787709762362469541 | 97.47 |
| JP Morgan Brokerage Account ⇒ Agilent Technologies, Inc. Common Stock (A) [ST] | not_reported | 58.79694275005511868891011979 | 10345.91 |
| JP Morgan Brokerage Account ⇒ Apple Inc. - Common Stock (AAPL) [ST] | not_reported | 2758.774736996983741631722210 | 948770.22 |
| JP Morgan Brokerage Account ⇒ AbbVie Inc. Common Stock (ABBV) [ST] | not_reported | 328.2441244693422031598757057 | 94120.72 |
| Airbnb, Inc. - Class A Common Stock (ABNB) [ST] | not_reported | 35.32961342492354364715934398 | 6043.13 |
| JP Morgan Brokerage Account ⇒ Abbott Laboratories Common Stock (ABT) [ST] | not_reported | 259.4021869263309122835022747 | 27206.10 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Accenture plc Class A Ordinary Shares (ACN) [ST] | not_reported | 29.81923220275810659709280656 | 7372.21 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Adobe Inc. - Common Stock (ADBE) [ST] | not_reported | 115.7204491556901625760736021 | 29927.62 |
| JP Morgan Brokerage Account ⇒ Analog Devices, Inc. - Common Stock (ADI) [ST] | not_reported | 119.8396017699115044247787611 | 48886.17 |
| JP Morgan Brokerage Account ⇒ Archer-Daniels-Midland Company Common Stock (ADM) [ST] | not_reported | 139.1633327535223517133414507 | 10995.29 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Automatic Data Processing, Inc. - Common Stock (ADP) [ST] | not_reported | 62.20503051743575788205108268 | 18731.18 |
| JP Morgan Brokerage Account ⇒ Autodesk, Inc. - Common Stock (ADSK) [ST] | not_reported | 27.02780311475963649876693355 | 6742.09 |
| Ameren Corporation Common Stock (AEE) [ST] | not_reported | 110.5617089214789229332592164 | 11949.51 |
| JP Morgan Brokerage Account ⇒ American Electric Power Company, Inc. (AEP) [ST] | not_reported | 69.38253403867834532998005377 | 8965.61 |
| JP Morgan Brokerage Account ⇒ The AES Corporation Common Stock (AES) [ST] | not_reported | 557.9149232914923291492329149 | 8385.46 |
| JP Morgan Brokerage Account ⇒ AFLAC Incorporated Common Stock (AFL) [ST] | not_reported | 72.55373174934252289834043711 | 8773.92 |
| JP Morgan Brokerage Account ⇒ American International Group, Inc. New Common Stock (AIG) [ST] | not_reported | 93.51841028638223261250730567 | 7587.15 |
| JP Morgan Brokerage Account ⇒ Arthur J. Gallagher & Co. Common Stock (AJG) [ST] | not_reported | 30.91502762857915684531859809 | 8247.82 |
| JP Morgan Brokerage Account ⇒ Akamai Technologies, Inc. (AKAM) [ST] | not_reported | 84.09186462055917595122976666 | 8283.05 |
| JP Morgan Brokerage Account ⇒ Albemarle Corporation (ALB) [ST] | not_reported | 81.74619393072443036681311944 | 7636.73 |
| JP Morgan Brokerage Account #2 ⇒ Allegro MicroSystems, Inc. - Common Stock (ALGM) [ST] | not_reported | 303.2789992418498862774829416 | 9801.98 |
| Align Technology, Inc. - Common Stock (ALGN) [ST] | not_reported | 20.40605995744669664769256141 | 3107.03 |
| Rollover IRA ⇒ Allstate Corporation (ALL) [ST] | not_reported | 115.3086716310353110737448955 | 29513.25 |
| JP Morgan Brokerage Account ⇒ Allegion plc Ordinary Shares (ALLE) [ST] | not_reported | 50.24808441150609219947242809 | 8955.21 |
| JP Morgan Brokerage Account ⇒ Applied Materials, Inc. - Common Stock (AMAT) [ST] | not_reported | 126.4660103505972995058173470 | 49016.96 |
| JP Morgan Brokerage Account ⇒ Amcor plc Ordinary Shares (AMCR) [ST] | not_reported | 191.8585131894484412470023981 | 8861.94 |
| JP Morgan Brokerage Account ⇒ Advanced Micro Devices, Inc. (AMD) [ST] | not_reported | 151.7580313784086664176316773 | 80626.01 |
| RPB Ventures LLC ⇒ LPL Account ⇒ AMETEK, Inc. (AME) [ST] | not_reported | 77.93580439335638790122254152 | 18923.59 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Amgen Inc. - Common Stock (AMGN) [ST] | not_reported | 123.7389630625400995997678042 | 55018.06 |
| JP Morgan Brokerage Account ⇒ Ameriprise Financial, Inc. Common Stock (AMP) [ST] | not_reported | 66.28155973406207937349594159 | 32716.58 |
| JP Morgan Brokerage Account ⇒ American Tower Corporation (AMT) [ST] | not_reported | 45.56871902944694423876516489 | 8579.68 |
| JP Morgan Brokerage Account #2 ⇒ Amazon.com, Inc. - Common Stock (AMZN) [ST] | not_reported | 1765.449267827744562862836842 | 439755.76 |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Arista Networks, Inc. Common Stock (ANET) [ST] | not_reported | 370.1556895367473097763870870 | 65606.39 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Aon plc Class A Ordinary Shares (AON) [ST] | not_reported | 45.34402629789163454998866470 | 13696.62 |
| JP Morgan Brokerage Account ⇒ Air Products and Chemicals, Inc. Common Stock (APD) [ST] | not_reported | 32.38806574366448060885758238 | 9901.68 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Amphenol Corporation Common Stock (APH) [ST] | not_reported | 599.3932218440136155098416457 | 45116.33 |
| JP Morgan Brokerage Account #2 ⇒ Applovin Corporation - Class A Common Stock (APP) [ST] | not_reported | 11.87334896559912142708735271 | 3095.86 |
| JP Morgan Brokerage Account ⇒ Aptiv PLC Ordinary Shares (APTV) [ST] | not_reported | 129.8743432618261678734518981 | 5663.82 |
| Real estate (see the original disclosure) | not_reported | 30.9524783487793172335262737 | 1343.34 |
| JP Morgan Brokerage Account #2 ⇒ ASML Holding N.V. - New York Registry Shares (ASML) [ST] | not_reported | 7.478081244274951862860561195 | 11896.88 |
| JP Morgan Brokerage Account ⇒ Atmos Energy Corporation Common Stock (ATO) [ST] | not_reported | 47.72713714728867147885223409 | 8175.18 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Broadcom Inc. - Common Stock (AVGO) [ST] | not_reported | 716.5616873735914475585091014 | 235870.61 |
| JP Morgan Brokerage Account ⇒ American Water Works Company, Inc. Common Stock (AWK) [ST] | not_reported | 61.30651340996168582375478927 | 8687.13 |
| JP Morgan Brokerage Account ⇒ Axon Enterprise, Inc. - Common Stock (AXON) [ST] | not_reported | 57.22624267075167714330991495 | 24307.99 |
| JP Morgan Brokerage Account ⇒ American Express Company Common Stock (AXP) [ST] | not_reported | 87.85106095418299770239221516 | 27677.48 |
| RPB Ventures LLC ⇒ LPL Account ⇒ AutoZone, Inc. Common Stock (AZO) [ST] | not_reported | 4.717971399085950169541500810 | 15050.66 |
| Boeing Company (BA) [ST] | not_reported | 303.1845550332796410583677741 | 57092.68 |
| Alibaba Group Holding Limited American Depositary Shares each representing eight Ordinary share (BABA) [ST] | not_reported | 324.1201793520499167701040857 | 32493.05 |
| JP Morgan Brokerage Account ⇒ Bank of America Corporation Common Stock (BAC) [ST] | not_reported | 1363.645454545454545454545455 | 68891.37 |
| JP Morgan Brokerage Account ⇒ Ball Corporation Common Stock (BALL) [ST] | not_reported | 151.0383235793845572965829715 | 9734.42 |
| JP Morgan Brokerage Account ⇒ Becton, Dickinson and Company Common Stock (BDX) [ST] | not_reported | 52.42234066455448414627985503 | 10295.22 |
| JP Morgan Brokerage Account ⇒ Biogen Inc. - Common Stock (BIIB) [ST] | not_reported | 45.45996931643843400193192795 | 11467.73 |
| JP Morgan Brokerage Account #2 ⇒ BILL Holdings, Inc. Common Stock (BILL) [ST] | not_reported | 156.0768630511119781506047600 | 7792.92 |
| Rollover IRA ⇒ Booking Holdings Inc. - Common Stock (BKNG) [ST] | not_reported | 74.69661066638283728547073664 | 11439.04 |
| JP Morgan Brokerage Account ⇒ Baker Hughes Company - Common Stock (BKR) [ST] | not_reported | 175.6807202459376372419850681 | 9839.88 |
| JP Morgan Brokerage Account ⇒ BlackRock, Inc. Common Stock (BLK) [ST] | not_reported | 30.36465048489265093334828185 | 34241.00 |
| Rollover IRA ⇒ Bristol-Myers Squibb Company Common Stock (BMY) [ST] | not_reported | 899.1750092695587690025954764 | 55398.17 |
| JP Morgan Brokerage Account ⇒ The Bank of New York Mellon Corporation Common Stock (BK) [ST] | not_reported | 68.91635799810491859763976225 | 10143.11 |
| JP Morgan Brokerage Account ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | not_reported | 35.84935251153828919657660080 | 6491.96 |
| LPL Account III ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | not_reported | 1392.623097582811101163831692 | 763937.33 |
| JP Morgan Brokerage Account ⇒ Brown & Brown, Inc. (BRO) [ST] | not_reported | 85.34777042884574354597823768 | 6066.52 |
| JP Morgan Brokerage Account ⇒ Boston Scientific Corporation Common Stock (BSX) [ST] | not_reported | 340.8547456738332459360251704 | 15536.16 |
| JP Morgan Brokerage Account ⇒ Blackstone Inc. Common Stock (BX) [ST] | not_reported | 210.8505254963020630595562476 | 25103.86 |
| JP Morgan Brokerage Account ⇒ BXP, Inc. Common Stock (BXP) [ST] | not_reported | 118.5610551274451689389448726 | 7381.61 |
| JP Morgan Brokerage Account ⇒ Citigroup, Inc. Common Stock (C) [ST] | not_reported | 642.7328819950295655154683349 | 77796.39 |
| JP Morgan Brokerage Account ⇒ Cardinal Health, Inc. Common Stock (CAH) [ST] | not_reported | 38.93187347931873479318734793 | 9792.92 |
| JP Morgan Brokerage Account ⇒ Carrier Global Corporation Common Stock (CARR) [ST] | not_reported | 151.4099167297501892505677517 | 8545.58 |
| JP Morgan Brokerage Account ⇒ Caterpillar, Inc. Common Stock (CAT) [ST] | not_reported | 56.73276659626093179953567127 | 39266.45 |
| LPL Account I ⇒ Chubb Limited Common Stock (CB) [ST] | not_reported | 208.2564398308342945021145714 | 74293.40 |
| JP Morgan Brokerage Account ⇒ Cboe Global Markets, Inc. (CBOE) [ST] | not_reported | 31.87450199203187250996015936 | 10685.93 |
| JP Morgan Brokerage Account ⇒ Crown Castle Inc. Common Stock (CCI) [ST] | not_reported | 90.02475526049285473163047148 | 7874.47 |
| JP Morgan Brokerage Account ⇒ Carnival Corporation (CCL) [ST] | not_reported | 438.8645090510148107515085025 | 11787.90 |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | not_reported | 76.78514300339113187024121825 | 24737.87 |
| RPB Ventures LLC ⇒ LPL Account ⇒ CDW Corporation - Common Stock (CDW) [ST] | not_reported | 117.4816446402349486049926579 | 19176.53 |
| JP Morgan Brokerage Account ⇒ Constellation Energy Corporation - Common Stock When- Issued (CEG) [ST] | not_reported | 91.99903756333682452515073457 | 23227.92 |
| JP Morgan Brokerage Account ⇒ CF Industries Holdings, Inc. (CF) [ST] | not_reported | 113.2573612684031710079275198 | 13686.02 |
| JP Morgan Brokerage Account ⇒ Citizens Financial Group, Inc. (CFG) [ST] | not_reported | 209.4371727748691099476439791 | 13690.91 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Church & Dwight Company, Inc. Common Stock (CHD) [ST] | not_reported | 190.8288610614192009540846750 | 20109.55 |
| LPL Account I ⇒ Chemed Corp (CHE) [ST] | not_reported | 18.69887346328238208759874725 | 9590.65 |
| JP Morgan Brokerage Account ⇒ Charter Communications, Inc. - Class A Common Stock (CHTR) [ST] | not_reported | 38.32574850299401197604790419 | 3916.12 |
| RPB Ventures LLC ⇒ LPL Account ⇒ The Cigna Group Common Stock (CI) [ST] | not_reported | 58.13683101406096719107655416 | 17777.08 |
| JP Morgan Brokerage Account #2 ⇒ Ciena Corporation (CIEN) [ST] | not_reported | 138.9682302133664001368281524 | 46683.60 |
| JP Morgan Brokerage Account ⇒ Cincinnati Financial Corporation (CINF) [ST] | not_reported | 65.39561876736962563348046428 | 11595.30 |
| JP Morgan Brokerage Account ⇒ Colgate-Palmolive Company Common Stock (CL) [ST] | not_reported | 101.2465198683877499367248798 | 9426.05 |
| JP Morgan Brokerage Account ⇒ Clorox Company (CLX) [ST] | not_reported | 58.65469208211143695014662757 | 5088.88 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Comcast Corporation - Class A Common Stock (CMCSA) [ST] | not_reported | 1446.366725593841672067710364 | 31892.39 |
| JP Morgan Brokerage Account ⇒ CME Group Inc. - Class A Common Stock (CME) [ST] | not_reported | 29.29727552365607148088472243 | 9025.32 |
| JP Morgan Brokerage Account ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | not_reported | 216.2297297297297297297297297 | 6143.09 |
| JP Morgan Brokerage Account ⇒ Cummins Inc. Common Stock (CMI) [ST] | not_reported | 15.67342540895288470956998727 | 8183.57 |
| Centene Corporation Common Stock (CNC) [ST] | not_reported | 112.9018239901860591515763929 | 7680.71 |
| JP Morgan Brokerage Account ⇒ CenterPoint Energy, Inc (CNP) [ST] | not_reported | 208.6724047991653625456442358 | 8597.30 |
| JP Morgan Brokerage Account ⇒ Capital One Financial Corporation Common Stock (COF) [ST] | not_reported | 134.1000990262419541178412279 | 27135.16 |
| JP Morgan Brokerage Account #2 ⇒ Coinbase Global, Inc. - Class A Common Stock (COIN) [ST] | not_reported | 35.37852657645706199699301318 | 5646.41 |
| JP Morgan Brokerage Account ⇒ ConocoPhillips Common Stock (COP) [ST] | not_reported | 347.1904711035145817754513407 | 52554.22 |
| JP Morgan Brokerage Account ⇒ Cencora, Inc. Common Stock (COR) [ST] | not_reported | 23.68763878608438193930421910 | 7816.92 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Costco Wholesale Corporation - Common Stock (COST) [ST] | not_reported | 114.8062249228842451933112229 | 115398.63 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Corpay, Inc. Common Stock (CPAY) [ST] | not_reported | 26.58591699066228026451334197 | 10626.92 |
| Campbell Soup Company Common Stock (CPB) [ST] | not_reported | 367.9939034362498219640367882 | 7591.71 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Copart, Inc. - Common Stock (CPRT) [ST] | not_reported | 408.7100893997445721583652618 | 11913.90 |
| JP Morgan Brokerage Account ⇒ Camden Property Trust Common Stock (CPT) [ST] | not_reported | 72.67896075581395348837209302 | 7413.25 |
| Circle Internet Group, Inc. Class A Common Stock (CRCL) [ST] | not_reported | 35.93307882326521446216034134 | 2868.90 |
| JP Morgan Brokerage Account #2 ⇒ Credo Technology Group Holding Ltd - Ordinary Shares (CRDO) [ST] | not_reported | 225.8704565987907429286260338 | 34140.32 |
| JP Morgan Brokerage Account ⇒ Charles River Laboratories International, Inc. Common Stock (CRL) [ST] | not_reported | 162.9261078804892721074794466 | 58208.61 |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | not_reported | 152.8858857725265184402249820 | 37856.07 |
| JP Morgan Brokerage Account #2 ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | not_reported | 345.6011605085758170492362830 | 90488.75 |
| JP Morgan Brokerage Account ⇒ Cisco Systems, Inc. - Common Stock (CSCO) [ST] | not_reported | 421.9200311566921978449954563 | 46512.46 |
| CoStar Group, Inc. - Common Stock (CSGP) [ST] | not_reported | 0.3608937426063696020154656 | 12.16 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Cintas Corporation - Common Stock (CTAS) [ST] | not_reported | 257.8906790024990694954006486 | 58265.24 |
| JP Morgan Brokerage Account ⇒ Cognizant Technology Solutions Corporation - Class A Common Stock (CTSH) [ST] | not_reported | 96.39156626506024096385542169 | 6683.79 |
| JP Morgan Brokerage Account ⇒ Corteva, Inc. Common Stock (CTVA) [ST] | not_reported | 795.5426020886168199543273172 | 9506.73 |
| Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS) [ST] | not_reported | 100.8127520161290322580645161 | 9328.20 |
| LPL Account I ⇒ Chevron Corporation Common Stock (CVX) [ST] | not_reported | 426.4877632701266321107538876 | 98949.43 |
| JP Morgan Brokerage Account ⇒ Caesars Entertainment, Inc. (CZR) [ST] | not_reported | 200.0125 | 5798.36 |
| JP Morgan Brokerage Account ⇒ Dominion Energy, Inc. Common Stock (D) [ST] | not_reported | 136.5506059054446151220344769 | 8889.44 |
| JP Morgan Brokerage Account ⇒ Delta Air Lines, Inc. Common Stock (DAL) [ST] | not_reported | 230.5619596541786743515850144 | 18251.28 |
| JP Morgan Brokerage Account ⇒ DoorDash, Inc. - Common Stock (DASH) [ST] | not_reported | 35.32541504768632991875662310 | 5950.21 |
| DuPont de Nemours, Inc. Common Stock (DD) [ST] | not_reported | 64.15043356656294951652195763 | 8740.50 |
| JP Morgan Brokerage Account #2 ⇒ Datadog, Inc. - Class A Common Stock (DDOG) [ST] | not_reported | 58.83153173027428487388778587 | 16486.95 |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Deere & Company Common Stock (DE) [ST] | not_reported | 17.18431170393281354039134824 | 11019.44 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Deckers Outdoor Corporation (DECK) [ST] | not_reported | 77.17275971833703096363460982 | 6202.37 |
| JP Morgan Brokerage Account ⇒ Dell Technologies Inc. Class C Common Stock (DELL) [ST] | not_reported | 63.55656180489354941213854465 | 29686.63 |
| LPL Account I ⇒ Dollar General Corporation Common Stock (DG) [ST] | not_reported | 305.0463207049785343074489719 | 39174.05 |
| JP Morgan Brokerage Account ⇒ Quest Diagnostics Incorporated Common Stock (DGX) [ST] | not_reported | 46.10441998501699994237307670 | 11201.07 |
| JP Morgan Brokerage Account ⇒ D.R. Horton, Inc. Common Stock (DHI) [ST] | not_reported | 55.54745539123793654099840311 | 8138.81 |
| JP Morgan Brokerage Account ⇒ Danaher Corporation Common Stock (DHR) [ST] | not_reported | 141.9731784029355233269264372 | 33075.49 |
| JP Morgan Brokerage Account ⇒ Walt Disney Company (DIS) [ST] | not_reported | 285.6684538982156983387536257 | 31537.80 |
| JP Morgan Brokerage Account ⇒ Dollar Tree, Inc. (DLTR) [ST] | not_reported | 74.52030551415797317436661699 | 9309.08 |
| JP Morgan Brokerage Account ⇒ Dover Corporation Common Stock (DOV) [ST] | not_reported | 40.97777094857611145257119443 | 8298.41 |
| JP Morgan Brokerage Account ⇒ Dow Inc. Common Stock (DOW) [ST] | not_reported | 342.1941830624465355004277160 | 11631.18 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Domino's Pizza Inc - Common Stock (DPZ) [ST] | not_reported | 38.38827311549349839259152632 | 12027.81 |
| LPL Account I ⇒ Darden Restaurants, Inc. Common Stock (DRI) [ST] | not_reported | 220.0902075861319421801978046 | 46934.24 |
| JP Morgan Brokerage Account ⇒ DaVita Inc. Common Stock (DVA) [ST] | not_reported | 70.42073761112578118123404630 | 12959.53 |
| JP Morgan Brokerage Account ⇒ Devon Energy Corporation Common Stock (DVN) [ST] | not_reported | 218.4138684138684138684138684 | 11278.89 |
| JP Morgan Brokerage Account ⇒ DexCom, Inc. - Common Stock (DXCM) [ST] | not_reported | 241.0878408919692632213349404 | 18942.27 |
| JP Morgan Brokerage Account ⇒ eBay Inc. - Common Stock (EBAY) [ST] | not_reported | 91.85419058553386911595866820 | 10895.74 |
| JP Morgan Brokerage Account ⇒ Ecolab Inc. Common Stock (ECL) [ST] | not_reported | 123.8019960383970745086088679 | 35765.16 |
| JP Morgan Brokerage Account ⇒ Consolidated Edison, Inc. Common Stock (ED) [ST] | not_reported | 80.55275875956504228755537656 | 9297.40 |
| JP Morgan Brokerage Account ⇒ Equifax, Inc. Common Stock (EFX) [ST] | not_reported | 36.87206194119273665775647525 | 6583.88 |
| JP Morgan Brokerage Account ⇒ Everest Group, Ltd. (EG) [ST] | not_reported | 20.96347343045802326800125773 | 8335.29 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | not_reported | 22.82270717444016545428612181 | 9843.89 |
| Emerson Electric Company Common Stock (EMR) [ST] | not_reported | 51.66914376900214781550830745 | 8354.90 |
| JP Morgan Brokerage Account ⇒ Enphase Energy, Inc. (ENPH) [ST] | not_reported | 67.03955086308027484498072733 | 2035.32 |
| JP Morgan Brokerage Account #2 ⇒ Entegris, Inc. - Common Stock (ENTG) [ST] | not_reported | 55.38594669435790931118033922 | 7766.22 |
| JP Morgan Brokerage Account ⇒ EOG Resources, Inc. Common Stock (EOG) [ST] | not_reported | 76.18798209694314827159318160 | 12470.45 |
| JP Morgan Brokerage Account ⇒ EPAM Systems, Inc. (EPAM) [ST] | not_reported | 82.69250645994832041343669250 | 11375.18 |
| JP Morgan Brokerage Account ⇒ Equinix, Inc. - Common Stock (EQIX) [ST] | not_reported | 10.44233580453169050850997181 | 10104.53 |
| JP Morgan Brokerage Account ⇒ EQT Corporation Common Stock (EQT) [ST] | not_reported | 149.2630597014925373134328358 | 8187.08 |
| JP Morgan Brokerage Account ⇒ Eversource Energy (ES) [ST] | not_reported | 118.8251893658101886231991683 | 8026.64 |
| JP Morgan Brokerage Account ⇒ Essex Property Trust, Inc. Common Stock (ESS) [ST] | not_reported | 30.57360134515438703760317946 | 8416.91 |
| JP Morgan Brokerage Account #2 ⇒ Elastic N.V. Ordinary Shares (ESTC) [ST] | not_reported | 106.0511664899257688229056204 | 11272.18 |
| JP Morgan Brokerage Account ⇒ Eaton Corporation, PLC Ordinary Shares (ETN) [ST] | not_reported | 102.0391824432513892813412452 | 37950.41 |
| JP Morgan Brokerage Account ⇒ Entergy Corporation Common Stock (ETR) [ST] | not_reported | 86.55739478524288650870929352 | 9304.92 |
| JP Morgan Brokerage Account ⇒ Evergy, Inc. (EVRG) [ST] | not_reported | 145.3315168029064486830154405 | 12296.50 |
| JP Morgan Brokerage Account ⇒ Edwards Lifesciences Corporation Common Stock (EW) [ST] | not_reported | 93.84750733137829912023460411 | 8498.83 |
| JP Morgan Brokerage Account ⇒ Exelon Corporation (EXC) [ST] | not_reported | 183.5398027070428997476485432 | 8174.86 |
| JP Morgan Brokerage Account ⇒ Expand Energy Corp (EXE) [OT] | not_reported | 72.49456324755346139905762958 | 6815.94 |
| JP Morgan Brokerage Account ⇒ Expeditors International of Washington, Inc. (EXPD) [ST] | not_reported | 66.73200433730920010009175077 | 13108.17 |
| JP Morgan Brokerage Account ⇒ Expedia Group, Inc. - Common Stock (EXPE) [ST] | not_reported | 28.23938441989340298612826939 | 8019.14 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Exponent, Inc. - Common Stock (EXPO) [ST] | not_reported | 115.1813993665418946156061042 | 8944.99 |
| JP Morgan Brokerage Account ⇒ Extra Space Storage Inc Common Stock (EXR) [ST] | not_reported | 61.43833512517278451850714176 | 8808.41 |
| JP Morgan Brokerage Account ⇒ Ford Motor Company Common Stock (F) [ST] | not_reported | 609.7942073170731707317073171 | 7061.42 |
| JP Morgan Brokerage Account ⇒ Fastenal Company - Common Stock (FAST) [ST] | not_reported | 199.3645651632195365063543484 | 10460.66 |
| JP Morgan Brokerage Account ⇒ Freeport-McMoRan, Inc. Common Stock (FCX) [ST] | not_reported | 157.5211655837763339240007876 | 10264.08 |
| LPL Account II ⇒ Fidelity D & D Bancorp, Inc. - Common Stock (FDBC) [ST] | not_reported | 746.6230186078566505858028946 | 48597.69 |
| RPB Ventures LLC ⇒ LPL Account ⇒ FactSet Research Systems Inc. Common Stock (FDS) [ST] | not_reported | 55.13973603501154416072228540 | 17831.64 |
| JP Morgan Brokerage Account ⇒ FirstEnergy Corp. Common Stock (FE) [ST] | not_reported | 178.7022559749832477105204378 | 8252.47 |
| JP Morgan Brokerage Account ⇒ F5, Inc. - Common Stock (FFIV) [ST] | not_reported | 31.34255269137350152785395283 | 14467.57 |
| LPL Account II ⇒ Fair Isaac Corporation Common Stock (FICO) [ST] | not_reported | 9.464575126285031526895458470 | 6701.58 |
| JP Morgan Brokerage Account ⇒ Fidelity National Information Services, Inc. (FIS) [ST] | not_reported | 104.6911803192881444647997906 | 3859.96 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Fiserv, Inc. - Common Stock (FISV) [ST] | not_reported | 501.5987460815047021943573668 | 24242.27 |
| JP Morgan Brokerage Account ⇒ Fifth Third Bancorp - Common Stock (FITB) [ST] | not_reported | 170.9143345439008758812219611 | 9075.55 |
| JP Morgan Brokerage Account ⇒ Fox Corporation - Class B Common Stock (FOX) [ST] | not_reported | 123.2173109502541198213460650 | 7165.09 |
| JP Morgan Brokerage Account ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | not_reported | 100.7492759098350333711119506 | 18470.36 |
| JP Morgan Brokerage Account ⇒ Fortive Corporation Common Stock (FTV) [ST] | not_reported | 144.9103423292881724325303387 | 8807.65 |
| JP Morgan Brokerage Account ⇒ General Dynamics Corporation Common Stock (GD) [ST] | not_reported | 96.53805025842095883086793798 | 34467.95 |
| JP Morgan Brokerage Account ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | not_reported | 64.47856221792392005157962605 | 7081.04 |
| JP Morgan Brokerage Account ⇒ GE HealthCare Technologies Inc. - Common Stock (GEHC) [ST] | not_reported | 97.54328212631065593757620093 | 7021.17 |
| JP Morgan Brokerage Account ⇒ Gen Digital Inc. - Common Stock (GEN) [ST] | not_reported | 294.2442074292019124678190511 | 7182.50 |
| JP Morgan Brokerage Account ⇒ GE Vernova Inc. Common Stock (GEV) [ST] | not_reported | 49.72764967792279327386507949 | 42498.24 |
| JP Morgan Brokerage Account ⇒ Gilead Sciences, Inc. - Common Stock (GILD) [ST] | not_reported | 264.7914290369887567215251752 | 42019.75 |
| JP Morgan Brokerage Account ⇒ General Mills, Inc. Common Stock (GIS) [ST] | not_reported | 172.0537634408602150537634409 | 5798.21 |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Globe Life Inc. Common Stock (GL) [ST] | not_reported | 57.20363220363220363220363220 | 8970.67 |
| JP Morgan Brokerage Account ⇒ Corning Incorporated Common Stock (GLW) [ST] | not_reported | 91.37163088168113293741434445 | 11671.81 |
| JP Morgan Brokerage Account ⇒ General Motors Company Common Stock (GM) [ST] | not_reported | 98.38293162813575996064928677 | 7507.60 |
| LPL Account I ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | not_reported | 686.7479286169534735500318674 | 215769.33 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Alphabet Inc. - Class A Common Stock (GOOGL) [ST] | not_reported | 1223.645367412140575079872204 | 387650.85 |
| LPL Account I ⇒ Graphic Packaging Holding Company (GPK) [ST] | not_reported | 531.2416998671978751660026560 | 4653.68 |
| JP Morgan Brokerage Account ⇒ Global Payments Inc. (GPN) [ST] | not_reported | 82.09851205746536685479733197 | 6720.58 |
| JP Morgan Brokerage Account ⇒ Garmin Ltd. Common Stock (GRMN) [ST] | not_reported | 160.2193739216169583436036480 | 46931.46 |
| JP Morgan Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS) [ST] | not_reported | 36.97440273037542662116040956 | 33028.49 |
| JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A Common Stock (GTLB) [ST] | not_reported | 213.1761257660538236077804423 | 12076.43 |
| RPB Ventures LLC ⇒ LPL Account ⇒ W.W. Grainger, Inc. Common Stock (GWW) [ST] | not_reported | 15.85748971805163272384916506 | 21528.13 |
| Halliburton Company Common Stock (HAL) [ST] | not_reported | 160.4862508446877257356601896 | 5687.63 |
| JP Morgan Brokerage Account ⇒ Hasbro, Inc. (HAS) [ST] | not_reported | 133.9219953130231001004352193 | 15797.44 |
| JP Morgan Brokerage Account ⇒ Huntington Bancshares Incorporated - Common Stock (HBAN) [ST] | not_reported | 461.1239193083573487031700288 | 7253.48 |
| RPB Ventures LLC ⇒ LPL Account ⇒ HCA Healthcare, Inc. Common Stock (HCA) [ST] | not_reported | 34.27365805594825001070984878 | 15946.16 |
| Rollover IRA ⇒ Healthcare Services Group, Inc. - Common Stock (HCSG) [ST] | not_reported | 418.4361924686192468619246862 | 10511.12 |
| JP Morgan Brokerage Account ⇒ The Hartford Insurance Group, Inc. Common Stock (HIG) [ST] | not_reported | 58.05878084179970972423802612 | 7892.51 |
| JP Morgan Brokerage Account ⇒ Hilton Worldwide Holdings Inc. Common Stock (HLT) [ST] | not_reported | 27.85204525674499564838990426 | 9800.86 |
| JP Morgan Brokerage Account ⇒ Honeywell International Inc. (HON) [ST] | not_reported | 158.3998303936644105422374556 | 34733.91 |
| JP Morgan Brokerage Account #2 ⇒ Robinhood Markets, Inc. - Class A Common Stock (HOOD) [ST] | not_reported | 287.3607427055702917771883289 | 26678.57 |
| JP Morgan Brokerage Account ⇒ Hewlett Packard Enterprise Company (HPE) [ST] | not_reported | 377.9168634860651865847897969 | 22191.28 |
| JP Morgan Brokerage Account ⇒ Henry Schein, Inc. - Common Stock (HSIC) [ST] | not_reported | 105.8547234718179412543000794 | 8945.78 |
| RPB Ventures LLC ⇒ LPL Account ⇒ The Hershey Company Common Stock (HSY) [ST] | not_reported | 87.92724475217056819430706672 | 14792.00 |
| JP Morgan Brokerage Account ⇒ Hubbell Inc Common Stock (HUBB) [ST] | not_reported | 18.01468104748823489675981176 | 8275.94 |
| JP Morgan Brokerage Account #2 ⇒ HubSpot, Inc. Common Stock (HUBS) [ST] | not_reported | 19.93645651632195365063543484 | 5263.03 |
| Humana Inc. Common Stock (HUM) [ST] | not_reported | 16.61778443809354387721426368 | 6933.27 |
| JP Morgan Brokerage Account ⇒ Howmet Aerospace Inc. Common Stock (HWM) [ST] | not_reported | 39.02302214418105550677982636 | 7584.51 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | not_reported | 61.68703496665253093796985234 | 12462.63 |
| JP Morgan Brokerage Account ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | not_reported | 49.39799950605087675969375154 | 7906.15 |
| RPB Ventures LLC ⇒ LPL Account ⇒ IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] | not_reported | 23.65157494863494597431008234 | 13486.36 |
| JP Morgan Brokerage Account ⇒ Illumina, Inc. (ILMN) [ST] | not_reported | 68.91635799810491859763976225 | 18679.09 |
| JP Morgan Brokerage Account ⇒ Incyte Corporation - Common Stock (INCY) [ST] | not_reported | 81.00131618912625291080287537 | 9178.26 |
| JP Morgan Brokerage Account #2 ⇒ Intel Corporation - Common Stock (INTC) [ST] | not_reported | 1314.403794037940379403794038 | 118914.11 |
| JP Morgan Brokerage Account #2 ⇒ Intuit Inc. - Common Stock (INTU) [ST] | not_reported | 98.12656622686513088372935600 | 33352.24 |
| JP Morgan Brokerage Account ⇒ Invitation Homes Inc. Common Stock (INVH) [ST] | not_reported | 287.8913278157610651313422094 | 7922.77 |
| JP Morgan Brokerage Account ⇒ International Paper Company Common Stock (IP) [ST] | not_reported | 203.1099263772531099263772531 | 6783.87 |
| JP Morgan Brokerage Account ⇒ IQVIA Holdings, Inc. Common Stock (IQV) [ST] | not_reported | 35.49310145956257486358191739 | 9710.91 |
| JP Morgan Brokerage Account ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST] | not_reported | 100.9909113860136329209795506 | 7525.84 |
| JP Morgan Brokerage Account ⇒ Iron Mountain Incorporated (IRM) [ST] | not_reported | 96.44966847498493068113321278 | 10906.53 |
| JP Morgan Brokerage Account ⇒ Intuitive Surgical, Inc. - Common Stock (ISRG) [ST] | not_reported | 57.38487887562680980295218589 | 25916.73 |
| JP Morgan Brokerage Account ⇒ Illinois Tool Works Inc. Common Stock (ITW) [ST] | not_reported | 32.48274462038164839626471782 | 8972.38 |
| JP Morgan Brokerage Account ⇒ Invesco Ltd Common Stock (IVZ) [ST] | not_reported | 304.5489151122953939855348306 | 8688.78 |
| JP Morgan Brokerage Account ⇒ J.B. Hunt Transport Services, Inc. (JBHT) [ST] | not_reported | 48.14937409725565719788155994 | 10808.57 |
| JP Morgan Brokerage Account ⇒ JP Morgan Chase & Co. Common Stock (JPM) [ST] | not_reported | 232.7617776674321891875116380 | 77751.74 |
| JP Morgan Brokerage Account ⇒ KeyCorp Common Stock (KEY) [ST] | not_reported | 387.6211240310077519379844961 | 8221.44 |
| Keysight Technologies Inc. Common Stock (KEYS) [ST] | not_reported | 118.8213830433825361784364172 | 38740.52 |
| JP Morgan Brokerage Account ⇒ The Kraft Heinz Company - Common Stock (KHC) [ST] | not_reported | 329.9175257731958762886597938 | 8158.86 |
| JP Morgan Brokerage Account ⇒ KKR & Co. Inc. Common Stock (KKR) [ST] | not_reported | 62.75886413555067461562598055 | 5749.97 |
| JP Morgan Brokerage Account ⇒ KLA Corporation - Common Stock (KLAC) [ST] | not_reported | 65.84340125753036837080686045 | 9824.49 |
| JP Morgan Brokerage Account ⇒ Kimberly-Clark Corporation Common Stock (KMB) [ST] | not_reported | 79.29923679254633759540093171 | 8693.58 |
| JP Morgan Brokerage Account ⇒ Kinder Morgan, Inc. Common Stock (KMI) [ST] | not_reported | 291.0331029465260094579847217 | 9877.66 |
| JP Morgan Brokerage Account ⇒ CarMax Inc (KMX) [ST] | not_reported | 98.85703694550846410478191029 | 5201.86 |
| JP Morgan Brokerage Account ⇒ Kroger Company (KR) [ST] | not_reported | 128.0489756722151088348271447 | 8549.83 |
| JP Morgan Brokerage Account ⇒ Kenvue Inc. Common Stock (KVUE) [ST] | not_reported | 463.7971014492753623188405797 | 9044.04 |
| JP Morgan Brokerage Account ⇒ Loews Corporation Common Stock (L) [ST] | not_reported | 75.97094293039597379166271009 | 8464.68 |
| JP Morgan Brokerage Account ⇒ Leidos Holdings, Inc. Common Stock (LDOS) [ST] | not_reported | 44.34866962305986696230598670 | 6202.60 |
| JP Morgan Brokerage Account ⇒ Labcorp Holdings Inc. Common Stock (LH) [ST] | not_reported | 31.88974808673469387755102041 | 10520.43 |
| JP Morgan Brokerage Account ⇒ L3Harris Technologies, Inc. Common Stock (LHX) [ST] | not_reported | 27.25244405082263174030043942 | 7091.90 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Lennox International, Inc. Common Stock (LII) [ST] | not_reported | 16.47617282425141068413031838 | 6024.35 |
| JP Morgan Brokerage Account ⇒ Linde plc - Ordinary Shares (LIN) [ST] | not_reported | 76.22247238443678322662351368 | 38687.48 |
| RPB Ventures LLC ⇒ LPL Account ⇒ LKQ Corporation - Common Stock (LKQ) [ST] | not_reported | 529.8344370860927152317880794 | 9139.64 |
| JP Morgan Brokerage Account ⇒ Eli Lilly and Company Common Stock (LLY) [ST] | not_reported | 162.8396359846652026649793427 | 208294.69 |
| JP Morgan Brokerage Account #2 ⇒ Lemonade, Inc. Common Stock (LMND) [ST] | not_reported | 112.3981455465018263557178983 | 5066.91 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Lockheed Martin Corporation Common Stock (LMT) [ST] | not_reported | 33.08247358736328488432195506 | 21013.99 |
| JP Morgan Brokerage Account ⇒ Alliant Energy Corporation (LNT) [ST] | not_reported | 148.5149433822164470020419528 | 10321.79 |
| LPL Account I ⇒ Lowe's Companies, Inc. Common Stock (LOW) [ST] | not_reported | 167.9424448498921877591640405 | 33289.55 |
| JP Morgan Brokerage Account #2 ⇒ Lam Research Corporation - Common Stock (LRCX) [ST] | not_reported | 379.7230984928145811426568524 | 90184.24 |
| RPB Ventures LLC ⇒ LPL Account ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | not_reported | 76.99821952745296184014243780 | 7923.89 |
| JP Morgan Brokerage Account ⇒ Las Vegas Sands Corp. (LVS) [ST] | not_reported | 187.2337935876433419143458928 | 6847.14 |
| JP Morgan Brokerage Account ⇒ Lamb Weston Holdings, Inc. (LW) [ST] | not_reported | 101.3362887903736542115262825 | 5438.72 |
| Etrade Brokerage Account ⇒ Live Nation Entertainment, Inc. Common Stock (LYV) [ST] | not_reported | 56.14385964912280701754385965 | 9689.31 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Mastercard Incorporated Common Stock (MA) [ST] | not_reported | 145.3913256726457399103139013 | 89197.58 |
| JP Morgan Brokerage Account ⇒ Marriott International - Class A Common Stock (MAR) [ST] | not_reported | 25.78809953584321815368746777 | 10179.85 |
| JP Morgan Brokerage Account ⇒ Masco Corporation Common Stock (MAS) [ST] | not_reported | 126.0715411282697762369996848 | 9519.66 |
| JP Morgan Brokerage Account ⇒ McDonald's Corporation Common Stock (MCD) [ST] | not_reported | 106.3393645911723325589765403 | 26673.10 |
| JP Morgan Brokerage Account ⇒ Microchip Technology Incorporated - Common Stock (MCHP) [ST] | not_reported | 125.5571249215317011927181419 | 9529.79 |
| JP Morgan Brokerage Account ⇒ McKesson Corporation Common Stock (MCK) [ST] | not_reported | 39.62074388326079801045971547 | 39338.25 |
| JP Morgan Brokerage Account ⇒ Moody's Corporation Common Stock (MCO) [ST] | not_reported | 15.66115298032690613683077224 | 7587.05 |
| JP Morgan Brokerage Account ⇒ Mondelez International, Inc. - Class A Common Stock (MDLZ) [ST] | not_reported | 148.6253018762771688649451978 | 9358.94 |
| JP Morgan Brokerage Account ⇒ Medtronic plc. Ordinary Shares (MDT) [ST] | not_reported | 338.3354153653966271080574641 | 32070.81 |
| JP Morgan Brokerage Account #2 ⇒ MercadoLibre, Inc. - Common Stock (MELI) [ST] | not_reported | 3.971930138115238350560503609 | 6628.04 |
| JP Morgan Brokerage Account ⇒ MetLife, Inc. Common Stock (MET) [ST] | not_reported | 101.3491259184190524448948569 | 10138.97 |
| JP Morgan Brokerage Account #2 ⇒ Meta Platforms, Inc. - Class A Common Stock (META) [ST] | not_reported | 314.3525882834158978321138026 | 198218.17 |
| JP Morgan Brokerage Account ⇒ Mohawk Industries, Inc. Common Stock (MHK) [ST] | not_reported | 73.19762122598353156450137237 | 9028.93 |
| JP Morgan Brokerage Account ⇒ McCormick & Company, Incorporated Common Stock (MKC) [ST] | not_reported | 117.4643958302745558655116723 | 5634.77 |
| JP Morgan Brokerage Account #2 ⇒ MKS Instruments, Inc. - Common Stock (MKSI) [ST] | not_reported | 55.74484392419175027870680045 | 11276.07 |
| JP Morgan Brokerage Account ⇒ Martin Marietta Materials, Inc. Common Stock (MLM) [ST] | not_reported | 12.84890630520669386181864902 | 6474.82 |
| JP Morgan Brokerage Account ⇒ 3M Company Common Stock (MMM) [ST] | not_reported | 203.0012492192379762648344785 | 35076.59 |
| JP Morgan Brokerage Account #2 ⇒ monday.com Ltd. - Ordinary Shares (MNDY) [ST] | not_reported | 54.21862293304418541610192464 | 5626.27 |
| JP Morgan Brokerage Account ⇒ Monster Beverage Corporation - Common Stock (MNST) [ST] | not_reported | 208.6996217555758445284987609 | 9692.01 |
| JP Morgan Brokerage Account ⇒ Altria Group, Inc. (MO) [ST] | not_reported | 563.6576482830385015608740895 | 41496.48 |
| JP Morgan Brokerage Account ⇒ Molina Healthcare Inc Common Stock (MOH) [ST] | not_reported | 46.10176328224040567016249856 | 9441.18 |
| JP Morgan Brokerage Account ⇒ Mosaic Company (MOS) [ST] | not_reported | 332.1087588210875882108758821 | 5881.65 |
| LPL Account I ⇒ Marathon Petroleum Corporation Common Stock (MPC) [ST] | not_reported | 98.38898112279407243436020414 | 46305.79 |
| JP Morgan Brokerage Account ⇒ Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | not_reported | 8.827066507789399355664415905 | 10303.57 |
| JP Morgan Brokerage Account ⇒ Marsh & McLennan Companies, Inc. Common Stock (MMC) [ST] | not_reported | 43.12473048727899956877964640 | 8397.25 |
| JP Morgan Brokerage Account #2 ⇒ Marvell Technology, Inc. - Common Stock (MRVL) [ST] | not_reported | 108.7172170131811387416768583 | 25415.91 |
| JP Morgan Brokerage Account ⇒ Morgan Stanley Common Stock (MS) [ST] | not_reported | 183.0704669633301413845547231 | 33591.60 |
| JP Morgan Brokerage Account ⇒ MSCI Inc. Common Stock (MSCI) [ST] | not_reported | 13.94471266972269185853973123 | 8613.23 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | not_reported | 859.1487117985194987800339110 | 457582.60 |
| JP Morgan Brokerage Account ⇒ Motorola Solutions, Inc. Common Stock (MSI) [ST] | not_reported | 84.78686215172701659188145675 | 41174.20 |
| JP Morgan Brokerage Account ⇒ M&T Bank Corporation Common Stock (MTB) [ST] | not_reported | 161.3088147706968433591423466 | 35778.30 |
| JP Morgan Brokerage Account ⇒ Match Group, Inc. (MTCH) [ST] | not_reported | 247.8469640644361833952912020 | 11205.16 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Mettler-Toledo International, Inc. Common Stock (MTD) [ST] | not_reported | 11.47691491116705757464907939 | 19162.09 |
| JP Morgan Brokerage Account #2 ⇒ MACOM Technology Solutions Holdings, Inc. - Common Stock (MTSI) [ST] | not_reported | 46.71006539000467071461933676 | 11377.64 |
| JP Morgan Brokerage Account #2 ⇒ Micron Technology, Inc. - Common Stock (MU) [ST] | not_reported | 141.9046284292771801969097088 | 128239.21 |
| Etrade Brokerage Account ⇒ Norwegian Cruise Line Holdings Ltd. Ordinary Shares (NCLH) [ST] | not_reported | 358.4453405017921146953405018 | 5466.29 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Nasdaq, Inc. - Common Stock (NDAQ) [ST] | not_reported | 164.7379800267682487388036652 | 17251.36 |
| JP Morgan Brokerage Account ⇒ NextEra Energy, Inc. Common Stock (NEE) [ST] | not_reported | 404.8393124065769805680119581 | 33213.02 |
| JP Morgan Brokerage Account ⇒ Newmont Corporation (NEM) [ST] | not_reported | 325.4932398597896845267901853 | 35931.20 |
| JP Morgan Brokerage Account #2 ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | not_reported | 1146.555034129692832764505120 | 73264.87 |
| JP Morgan Brokerage Account ⇒ NiSource Inc Common Stock (NI) [ST] | not_reported | 191.5828544061302681992337165 | 8322.36 |
| JP Morgan Brokerage Account ⇒ Nike, Inc. Common Stock (NKE) [ST] | not_reported | 125.5768325223669753570867996 | 4760.62 |
| JP Morgan Brokerage Account ⇒ Northrop Grumman Corporation Common Stock (NOC) [ST] | not_reported | 14.03079567177004963083776153 | 7933.15 |
| JP Morgan Brokerage Account #2 ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | not_reported | 424.3162086298061231150858412 | 67118.34 |
| JP Morgan Brokerage Account ⇒ NRG Energy, Inc. Common Stock (NRG) [ST] | not_reported | 50.24177342376287364983672444 | 4703.13 |
| JP Morgan Brokerage Account ⇒ Norfolk Southern Corporation Common Stock (NSC) [ST] | not_reported | 27.71023829315599889165973954 | 9254.94 |
| JP Morgan Brokerage Account ⇒ NetApp, Inc. (NTAP) [ST] | not_reported | 61.46193439348544211415840824 | 13649.47 |
| JP Morgan Brokerage Account ⇒ Northern Trust Corporation - Common Stock (NTRS) [ST] | not_reported | 237.9420162530199868218756864 | 40343.07 |
| JP Morgan Brokerage Account #2 ⇒ Nu Holdings Ltd. Class A Ordinary Shares (NU) [ST] | not_reported | 477.9271206690561529271206691 | 6017.10 |
| JP Morgan Brokerage Account #2 ⇒ NVIDIA Corporation - Common Stock (NVDA) [ST] | not_reported | 4195.715817694369973190348526 | 906274.62 |
| JP Morgan Brokerage Account ⇒ News Corporation - Class B Common Stock (NWS) [ST] | not_reported | 270.0134998312521093486331421 | 9037.35 |
| JP Morgan Brokerage Account ⇒ News Corporation - Class A Common Stock (NWSA) [ST] | not_reported | 306.2978560490045941807044410 | 9369.65 |
| JP Morgan Brokerage Account ⇒ NXP Semiconductors N.V. - Common Stock (NXPI) [ST] | not_reported | 36.85847231180318805860130839 | 9060.92 |
| JP Morgan Brokerage Account ⇒ Realty Income Corporation Common Stock (O) [ST] | not_reported | 141.9283306723434450949086393 | 8112.62 |
| LPL Account I ⇒ Old Dominion Freight Line, Inc. - Common Stock (ODFL) [ST] | not_reported | 258.2971938775510204081632654 | 47131.49 |
| JP Morgan Brokerage Account ⇒ ONEOK, Inc. Common Stock (OKE) [ST] | not_reported | 108.8503401360544217687074830 | 10488.82 |
| JP Morgan Brokerage Account #2 ⇒ Okta, Inc. - Class A Common Stock (OKTA) [ST] | not_reported | 92.52341852665664392274777379 | 20356.08 |
| JP Morgan Brokerage Account #2 ⇒ Universal Display Corporation - Common Stock (OLED) [ST] | not_reported | 35.49940098504681190930469894 | 3140.63 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Oracle Corporation Common Stock (ORCL) [ST] | not_reported | 374.5395310656200297573238931 | 47214.45 |
| RPB Ventures LLC ⇒ LPL Account ⇒ O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] | not_reported | 263.1454884332858239228154808 | 23959.40 |
| JP Morgan Brokerage Account ⇒ Otis Worldwide Corporation Common Stock (OTIS) [ST] | not_reported | 91.59129937034917000572409845 | 6894.08 |
| JP Morgan Brokerage Account ⇒ Occidental Petroleum Corporation Common Stock (OXY) [ST] | not_reported | 194.5646887159533073929961089 | 12465.76 |
| JP Morgan Brokerage Account #2 ⇒ Palo Alto Networks, Inc. (PANW) [ST] | not_reported | 219.8751357220412595005428882 | 85852.45 |
| JP Morgan Brokerage Account ⇒ Paychex, Inc. - Common Stock (PAYX) [ST] | not_reported | 71.31841683009449099661258691 | 8251.54 |
| JP Morgan Brokerage Account ⇒ PACCAR Inc. - Common Stock (PCAR) [ST] | not_reported | 73.05725504520135147475116428 | 7624.99 |
| JP Morgan Brokerage Account #2 ⇒ Procore Technologies, Inc. Common Stock (PCOR) [ST] | not_reported | 109.9876271652460819356612593 | 6903.92 |
| LPL Account I ⇒ Paylocity Holding Corporation - Common Stock (PCTY) [ST] | not_reported | 52.46229508196721311475409836 | 9257.50 |
| JP Morgan Brokerage Account ⇒ Pfizer, Inc. Common Stock (PFE) [ST] | not_reported | 1305.240963855421686746987952 | 38883.13 |
| JP Morgan Brokerage Account ⇒ Principal Financial Group Inc (PFG) [ST] | not_reported | 94.20110679383021311668432827 | 10374.37 |
| JP Morgan Brokerage Account ⇒ Progressive Corporation (PGR) [ST] | not_reported | 142.7213244335148427893904795 | 32718.86 |
| JP Morgan Brokerage Account ⇒ Parker-Hannifin Corporation Common Stock (PH) [ST] | not_reported | 36.97608537362337307727314098 | 33442.28 |
| LPL Account I ⇒ PulteGroup, Inc. Common Stock (PHM) [ST] | not_reported | 68.22872249701517994200921030 | 8276.83 |
| JP Morgan Brokerage Account ⇒ Packaging Corporation of America (PKG) [ST] | not_reported | 43.14333477135461604831751510 | 10947.19 |
| JP Morgan Brokerage Account ⇒ Prologis, Inc. Common Stock (PLD) [ST] | not_reported | 62.67037443208522638257872474 | 7915.89 |
| LPL Account I ⇒ Planet Fitness, Inc. (PLNT) [ST] | not_reported | 106.1496616690991110521427624 | 5566.49 |
| JP Morgan Brokerage Account ⇒ Palantir Technologies Inc. - Class A Common Stock (PLTR) [ST] | not_reported | 421.9437412095639943741209564 | 83899.29 |
| JP Morgan Brokerage Account ⇒ Philip Morris International Inc Common Stock (PM) [ST] | not_reported | 202.6215710723192019950124688 | 40903.22 |
| JP Morgan Brokerage Account ⇒ PNC Financial Services Group, Inc. (PNC) [ST] | not_reported | 38.32942078282949264600201217 | 8656.32 |
| JP Morgan Brokerage Account ⇒ Pinnacle West Capital Corporation (PNW) [ST] | not_reported | 199.3894080996884735202492212 | 21003.68 |
| JP Morgan Brokerage Account ⇒ Insulet Corporation - Common Stock (PODD) [ST] | not_reported | 28.14698846045595271601463552 | 4201.22 |
| JP Morgan Brokerage Account ⇒ Pool Corporation (POOL) [ST] | not_reported | 24.36205846528623629719853837 | 4756.20 |
| JP Morgan Brokerage Account ⇒ PPL Corporation Common Stock (PPL) [ST] | not_reported | 228.4551684751570531125071388 | 7977.65 |
| JP Morgan Brokerage Account ⇒ Prudential Financial, Inc. (PRU) [ST] | not_reported | 64.90224709986209134420378032 | 7515.03 |
| JP Morgan Brokerage Account ⇒ Public Storage Common Stock (PSA) [ST] | not_reported | 30.83044315992292870905587669 | 9464.02 |
| JP Morgan Brokerage Account ⇒ Phillips 66 Common Stock (PSX) [ST] | not_reported | 62.00015499070055796652200868 | 17908.74 |
| JP Morgan Brokerage Account ⇒ Quanta Services, Inc. Common Stock (PWR) [ST] | not_reported | 18.96077734328711932693447091 | 10692.55 |
| JP Morgan Brokerage Account ⇒ PayPal Holdings, Inc. - Common Stock (PYPL) [ST] | not_reported | 137.0417951353203151764302843 | 7535.93 |
| JP Morgan Brokerage Account ⇒ QUALCOMM Incorporated - Common Stock (QCOM) [ST] | not_reported | 190.0058462437883659748611517 | 34125.05 |
| JP Morgan Brokerage Account ⇒ Regency Centers Corporation (REG) [ST] | not_reported | 115.8988845429523395625090540 | 8538.27 |
| LPL Account I ⇒ Regeneron Pharmaceuticals, Inc. - Common Stock (REGN) [ST] | not_reported | 20.73017477036288494176480496 | 16743.14 |
| JP Morgan Brokerage Account ⇒ Regions Financial Corporation Common Stock (RF) [ST] | not_reported | 295.2214022140221402214022140 | 8446.28 |
| Etrade Brokerage Account ⇒ RH (RH) [ST] | not_reported | 29.13298375937659311047993591 | 3953.93 |
| JP Morgan Brokerage Account ⇒ Raymond James Financial, Inc. (RJF) [ST] | not_reported | 66.08706426565339501073847679 | 10446.38 |
| JP Morgan Brokerage Account ⇒ Ralph Lauren Corporation Common Stock (RL) [ST] | not_reported | 91.91057945193857639772630865 | 35564.80 |
| RPB Ventures LLC ⇒ LPL Account ⇒ ResMed Inc. Common Stock (RMD) [ST] | not_reported | 66.43002449454062357288163740 | 16820.08 |
| JP Morgan Brokerage Account ⇒ Rollins, Inc. Common Stock (ROL) [ST] | not_reported | 133.2972342552482505831389537 | 4605.42 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Roper Technologies, Inc. (ROP) [ST] | not_reported | 35.94680205782580369779614944 | 15875.91 |
| JP Morgan Brokerage Account ⇒ Ross Stores, Inc. - Common Stock (ROST) [ST] | not_reported | 44.41267902742311535472410348 | 10397.45 |
| JP Morgan Brokerage Account ⇒ Republic Services, Inc. Common Stock (RSG) [ST] | not_reported | 37.75067239182749020903128391 | 9109.61 |
| JP Morgan Brokerage Account ⇒ RTX Corporation Common Stock (RTX) [ST] | not_reported | 177.2110141766630316248636859 | 34995.63 |
| JP Morgan Brokerage Account #2 ⇒ SBA Communications Corporation - Class A Common Stock (SBAC) [ST] | not_reported | 209.3832394147753709352220442 | 38928.53 |
| JP Morgan Brokerage Account ⇒ Starbucks Corporation - Common Stock (SBUX) [ST] | not_reported | 95.00653129082056762854767842 | 9756.22 |
| JP Morgan Brokerage Account ⇒ Charles Schwab Corporation (SCHW) [ST] | not_reported | 106.1355797293711859909790395 | 9523.55 |
| JP Morgan Brokerage Account #2 ⇒ Sea Limited American Depositary Shares, each representing one Class A Ordinary Share (SE) [ST] | not_reported | 62.71458806929528886101748060 | 4641.51 |
| JP Morgan Brokerage Account #2 ⇒ Shopify Inc. - Class A Subordinate Voting Shares (SHOP) [ST] | not_reported | 201.9040815058706591290302541 | 33956.23 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Sherwin-Williams Company (SHW) [ST] | not_reported | 49.38123013301237539733975250 | 16550.61 |
| Rollover IRA ⇒ SLB Limited Common Shares (SLB) [ST] | not_reported | 208.4549244398124022928608650 | 11064.79 |
| Super Micro Computer, Inc. - Common Stock (SMCI) [ST] | not_reported | 11.3000544443739226923565754 | 369.40 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Snap-On Incorporated Common Stock (SNA) [ST] | not_reported | 23.21677307022634939059779454 | 8308.82 |
| JP Morgan Brokerage Account #2 ⇒ Snowflake Inc. Common Stock (SNOW) [ST] | not_reported | 148.1605579868708971553610503 | 49626.38 |
| KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Synopsys, Inc. - Common Stock (SNPS) [ST] | not_reported | 51.09746231797666695052371627 | 23215.11 |
| JP Morgan Brokerage Account ⇒ Southern Company (SO) [ST] | not_reported | 91.74885321100917431192660550 | 8493.19 |
| JP Morgan Brokerage Account ⇒ Sollensys Corp. (SOLS) [ST] | not_reported | 164.6871140386990531082750103 | 9943.81 |
| JP Morgan Brokerage Account ⇒ Simon Property Group, Inc. Common Stock (SPG) [ST] | not_reported | 43.22024742045270379774188320 | 9192.51 |
| JP Morgan Brokerage Account ⇒ S&P Global Inc. Common Stock (SPGI) [ST] | not_reported | 65.75115027268036316326866301 | 29630.76 |
| JP Morgan Brokerage Account #2 ⇒ Spotify Technology S.A. Ordinary Shares (SPOT) [ST] | not_reported | 13.77710044600575157996245975 | 7885.46 |
| JP Morgan Brokerage Account ⇒ STERIS plc (STE) [ST] | not_reported | 31.55766803408015146733985484 | 7262.05 |
| JP Morgan Brokerage Account ⇒ Steel Dynamics, Inc. - Common Stock (STLD) [ST] | not_reported | 191.7999409855414576571259959 | 45562.08 |
| JP Morgan Brokerage Account ⇒ State Street Corporation Common Stock (STT) [ST] | not_reported | 62.01457251375862336253003643 | 10538.76 |
| JP Morgan Brokerage Account ⇒ Seagate Technology Holdings PLC - Ordinary Shares (STX) [ST] | not_reported | 29.05152692545117832891535640 | 18715.28 |
| JP Morgan Brokerage Account ⇒ Constellation Brands, Inc. Common Stock (STZ) [ST] | not_reported | 57.99144679617280371122064366 | 7864.80 |
| JP Morgan Brokerage Account ⇒ Smurfit WestRock plc Ordinary Shares (SW) [ST] | not_reported | 206.8916472717869149211274890 | 8739.10 |
| JP Morgan Brokerage Account ⇒ Stanley Black & Decker, Inc. (SWK) [ST] | not_reported | 90.49315688270557629227462957 | 8992.30 |
| JP Morgan Brokerage Account ⇒ Skyworks Solutions, Inc. (SWKS) [ST] | not_reported | 71.22318169678625478500845722 | 5935.74 |
| JP Morgan Brokerage Account ⇒ Synchrony Financial Common Stock (SYF) [ST] | not_reported | 389.5541172240201366414958648 | 29150.33 |
| JP Morgan Brokerage Account ⇒ Stryker Corporation Common Stock (SYK) [ST] | not_reported | 92.47019660283950266025549834 | 28307.90 |
| JP Morgan Brokerage Account ⇒ Sysco Corporation Common Stock (SYY) [ST] | not_reported | 108.5696838105577418917085086 | 8920.09 |
| JP Morgan Brokerage Account ⇒ AT&T Inc. (T) [ST] | not_reported | 1308.393719806763285024154589 | 27280.01 |
| JP Morgan Brokerage Account ⇒ Transdigm Group Incorporated Common Stock (TDG) [ST] | not_reported | 24.43922246869947738466744370 | 27608.99 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Teledyne Technologies Incorporated Common Stock (TDY) [ST] | not_reported | 31.32966538092534215730425078 | 20222.36 |
| JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - Class A Common Stock (TEAM) [ST] | not_reported | 49.34316023189835944245713581 | 11024.00 |
| JP Morgan Brokerage Account ⇒ TE Connectivity plc Ordinary Shares (TEL) [ST] | not_reported | 35.16548723133049096743000308 | 7520.49 |
| JP Morgan Brokerage Account #2 ⇒ Tempus AI, Inc. - Class A Common Stock (TEM) [ST] | not_reported | 135.4868755292125317527519052 | 9099.30 |
| JP Morgan Brokerage Account #2 ⇒ Teradyne, Inc. (TER) [ST] | not_reported | 51.17699737734280048615109064 | 15813.69 |
| JP Morgan Brokerage Account ⇒ Truist Financial Corporation Common Stock (TFC) [ST] | not_reported | 162.5787441576915261125787442 | 7951.73 |
| LPL Account I ⇒ Thor Industries, Inc. Common Stock (THO) [ST] | not_reported | 77.92441803837537742281094770 | 5467.96 |
| JP Morgan Brokerage Account ⇒ TJX Companies, Inc. (TJX) [ST] | not_reported | 211.5780222641755094069396524 | 30403.76 |
| JP Morgan Brokerage Account ⇒ Thermo Fisher Scientific Inc Common Stock (TMO) [ST] | not_reported | 56.08853222883769091379756666 | 38414.47 |
| JP Morgan Brokerage Account ⇒ T-Mobile US, Inc. (TMUS) [ST] | not_reported | 160.0694444444444444444444444 | 23519.00 |
| JP Morgan Brokerage Account ⇒ Texas Pacific Land Corporation Common Stock (TPL) [ST] | not_reported | 27.85495439036278810667780795 | 9288.51 |
| JP Morgan Brokerage Account ⇒ Tapestry, Inc. Common Stock (TPR) [ST] | not_reported | 254.3672223526649448227283400 | 28209.32 |
| JP Morgan Brokerage Account ⇒ Targa Resources, Inc. Common Stock (TRGP) [ST] | not_reported | 43.36314363143631436314363144 | 13211.88 |
| JP Morgan Brokerage Account ⇒ The Travelers Companies, Inc. Common Stock (TRV) [ST] | not_reported | 112.0475074122595325105150658 | 44838.05 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Tractor Supply Company - Common Stock (TSCO) [ST] | not_reported | 319.9560087982403519296140772 | 10408.17 |
| JP Morgan Brokerage Account #2 ⇒ Tesla, Inc. - Common Stock (TSLA) [ST] | not_reported | 461.4004269323134394734501467 | 180693.64 |
| JP Morgan Brokerage Account #2 ⇒ Taiwan Semiconductor Manufacturing Company Ltd. (TSM) [ST] | not_reported | 106.9482378492217578729145414 | 45385.62 |
| JP Morgan Brokerage Account ⇒ Tyson Foods, Inc. (TSN) [ST] | not_reported | 139.5760642009769713886950454 | 7872.09 |
| JP Morgan Brokerage Account ⇒ Trane Technologies plc (TT) [ST] | not_reported | 20.55626927029804727646454265 | 9353.72 |
| JP Morgan Brokerage Account #2 ⇒ ServiceTitan, Inc. - Class A Common Stock (TTAN) [ST] | not_reported | 75.12206572769953051643192488 | 6244.15 |
| JP Morgan Brokerage Account #2 ⇒ The Trade Desk, Inc. - Class A Common Stock (TTD) [ST] | not_reported | 210.7613277133825079030558483 | 2691.42 |
| JP Morgan Brokerage Account #2 ⇒ Take-Two Interactive Software, Inc. - Common Stock (TTWO) [ST] | not_reported | 158.1884935359137601062375503 | 32167.63 |
| JP Morgan Brokerage Account #2 ⇒ Twilio Inc. Class A Common Stock (TWLO) [ST] | not_reported | 228.4905793025871766029246344 | 60241.54 |
| JP Morgan Brokerage Account #2 ⇒ Texas Instruments Incorporated - Common Stock (TXN) [ST] | not_reported | 233.4486137529540607527811401 | 69595.70 |
| JP Morgan Brokerage Account ⇒ Tyler Technologies, Inc. Common Stock (TYL) [ST] | not_reported | 17.62418768586848771891177442 | 6809.63 |
| JP Morgan Brokerage Account ⇒ United Airlines Holdings, Inc. (UAL) [ST] | not_reported | 178.9020572450805008944543828 | 18013.65 |
| JP Morgan Brokerage Account #2 ⇒ Uber Technologies, Inc. Common Stock (UBER) [ST] | not_reported | 495.6676049443152612899277934 | 32778.50 |
| JP Morgan Brokerage Account ⇒ UDR, Inc. Common Stock (UDR) [ST] | not_reported | 218.1161395856052344601962923 | 7786.75 |
| JP Morgan Brokerage Account ⇒ Universal Health Services, Inc. Common Stock (UHS) [ST] | not_reported | 36.69617466287496559948628566 | 6814.85 |
| RPB Ventures LLC ⇒ LPL Account ⇒ UnitedHealth Group Incorporated Common Stock (UNH) [ST] | not_reported | 24.23586077368150010602526431 | 9953.67 |
| JP Morgan Brokerage Account ⇒ Union Pacific Corporation Common Stock (UNP) [ST] | not_reported | 140.5001729206294310911291717 | 41724.34 |
| JP Morgan Brokerage Account ⇒ United Parcel Service, Inc. Common Stock (UPS) [ST] | not_reported | 80.65833249319487851597943341 | 8091.64 |
| RPB Ventures LLC ⇒ LPL Account ⇒ United Rentals, Inc. Common Stock (URI) [ST] | not_reported | 29.65637819403944051796569960 | 33271.49 |
| RPB Ventures LLC ⇒ LPL Account ⇒ Visa Inc. (V) [ST] | not_reported | 236.6656211684867839525533917 | 95650.78 |
| JP Morgan Brokerage Account #2 ⇒ Veeva Systems Inc. Class A Common Stock (VEEV) [ST] | not_reported | 35.83971688393137123146530484 | 11403.48 |
| JP Morgan Brokerage Account ⇒ VICI Properties Inc. Common Stock (VICI) [ST] | not_reported | 284.5128022759601706970128023 | 6834.00 |
| JP Morgan Brokerage Account #2 ⇒ Vicor Corporation - Common Stock (VICR) [ST] | not_reported | 72.99726277372262773722627737 | 14217.68 |
| JP Morgan Brokerage Account ⇒ Valero Energy Corporation Common Stock (VLO) [ST] | not_reported | 49.14613919773941888322378524 | 20973.61 |
| JP Morgan Brokerage Account ⇒ Vulcan Materials Company (VMC) [ST] | not_reported | 28.05027697917397096977771545 | 7334.59 |
| JP Morgan Brokerage Account ⇒ Verisk Analytics, Inc. - Common Stock (VRSK) [ST] | not_reported | 35.76601546783495015423130225 | 7016.93 |
| JP Morgan Brokerage Account ⇒ Vertex Pharmaceuticals Incorporated - Common Stock (VRTX) [ST] | not_reported | 71.68806246691371095817893065 | 37097.86 |
| JP Morgan Brokerage Account ⇒ Vistra Corp. Common Stock (VST) [ST] | not_reported | 49.59090063844294303601314077 | 7028.52 |
| JP Morgan Brokerage Account ⇒ Ventas, Inc. Common Stock (VTR) [ST] | not_reported | 103.3923494443008529335745671 | 9038.56 |
| JP Morgan Brokerage Account ⇒ Verizon Communications Inc. Common Stock (VZ) [ST] | not_reported | 797.9499140682543579671004174 | 34391.64 |
| JP Morgan Brokerage Account ⇒ Westinghouse Air Brake Technologies Corporation Common Stock (WAB) [ST] | not_reported | 152.2628250175685172171468728 | 42278.82 |
| JP Morgan Brokerage Account ⇒ Waters Corporation Common Stock (WAT) [ST] | not_reported | 21.06337045520364373535529052 | 9604.48 |
| JP Morgan Brokerage Account ⇒ Workday, Inc. - Class A Common Stock (WDAY) [ST] | not_reported | 37.24974392401527144054381227 | 7766.57 |
| JP Morgan Brokerage Account ⇒ Welltower Inc. Common Stock (WELL) [ST] | not_reported | 43.10381983729324928613760034 | 10371.21 |
| JP Morgan Brokerage Account ⇒ Wells Fargo & Company Common Stock (WFC) [ST] | not_reported | 804.7263948497854077253218884 | 66510.64 |
| LPL Account I ⇒ Winnebago Industries, Inc. Common Stock (WGO) [ST] | not_reported | 197.4457058242843040473840079 | 5550.20 |
| JP Morgan Brokerage Account ⇒ Waste Management, Inc. Common Stock (WM) [ST] | not_reported | 36.41390924400345910518410632 | 8776.48 |
| JP Morgan Brokerage Account ⇒ Williams Companies, Inc. (WMB) [ST] | not_reported | 540.6837464648145067376476460 | 38794.06 |
| JP Morgan Brokerage Account ⇒ Walmart Inc. - Common Stock (WMT) [ST] | not_reported | 673.1936091912754689884211471 | 80978.46 |
| JP Morgan Brokerage Account ⇒ W.R. Berkley Corporation Common Stock (WRB) [ST] | not_reported | 114.0972618368511123787792356 | 8419.24 |
| JP Morgan Brokerage Account #2 ⇒ Warby Parker Inc. Class A Common Stock (WRBY) [ST] | not_reported | 367.1638366223038090867370353 | 9281.90 |
| West Pharmaceutical Services, Inc. Common Stock (WST) [ST] | not_reported | 19.09037490105371210349611301 | 7535.54 |
| JP Morgan Brokerage Account ⇒ Willis Towers Watson Public Limited Company - Ordinary Shares (WTW) [ST] | not_reported | 24.34723067559342665855143031 | 7904.82 |
| Weyerhaeuser Company Common Stock (WY) [ST] | not_reported | 235.9105110321204924752357834 | 4619.13 |
| JP Morgan Brokerage Account ⇒ Xcel Energy Inc. (XEL) [ST] | not_reported | 108.3197942052531816950988356 | 8433.78 |
| LPL Account I ⇒ Exxon Mobil Corporation Common Stock (XOM) [ST] | not_reported | 893.3106199102542795412996510 | 164851.54 |
| JP Morgan Brokerage Account ⇒ Yum! Brands, Inc. (YUM) [ST] | not_reported | 52.88537810682178741406663141 | 7904.78 |
| JP Morgan Brokerage Account ⇒ Zebra Technologies Corporation - Class A Common Stock (ZBRA) [ST] | not_reported | 32.94827444197347829668066881 | 12657.08 |
| JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. - Class A Common Stock (ZM) [ST] | not_reported | 92.71642136979951326920848302 | 9089.92 |
Estimated purchase/sale matches from accepted transaction reports. Closing prices and reported amount midpoints estimate shares, with oldest purchases matched first within the same stock, owner and disclosed account. A row may represent a partial sale. These are price returns, not verified execution prices or brokerage returns; dividends are excluded. Unreconciled annual schedules and unmatched or ambiguous activity are omitted here.
| Ticker | Owner | Purchase date | Purchase price | Sale date | Sale price | Return |
|---|---|---|---|---|---|---|
| No completed purchase/sale matches are available from the collected records. | ||||||
1149 public-equity trades. Annual rows are labeled as reconciled or unresolved; unresolved rows are excluded from usable transactions and scores. Superseded and unresolved reports remain in the disclosures below.
| Ticker | Owner | Transaction Type | Trade Date | Found Date |
|---|---|---|---|---|
| APPF — Joint Ownership LPL Account ⇒ AppFolio, Inc. - Class A Common Stock (APPF) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| AXON — Joint Ownership LPL Account ⇒ Axon Enterprise, Inc. - Common Stock (AXON) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| BA — Joint Ownership LPL Account ⇒ Boeing Company (BA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| BAH — Joint Ownership LPL Account ⇒ Booz Allen Hamilton Holding Corporation Common Stock (BAH) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| BR — Joint Ownership LPL Account ⇒ Broadridge Financial Solutions, Inc. Common Stock (BR) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| BERY — Joint Ownership LPL Account ⇒ Berry Global Group, Inc. Common Stock (BERY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| BRK.B — Joint Ownership LPL Account ⇒ Berkshire Hathaway Inc. New Common Stock (BRK.B) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| BRO — Joint Ownership LPL Account ⇒ Brown & Brown, Inc. Common Stock (BRO) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CDNS — Joint Ownership LPL Account ⇒ Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CDW — Joint Ownership LPL Account ⇒ CDW Corporation - Common Stock (CDW) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CELH — Joint Ownership LPL Account ⇒ Celsius Holdings, Inc. (CELH) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CHDN — Joint Ownership LPL Account ⇒ Churchill Downs, Incorporated - Common Stock (CHDN) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CI — Joint Ownership LPL Account ⇒ The Cigna Group Common Stock (CI) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CLH — Joint Ownership LPL Account ⇒ Clean Harbors, Inc. Common Stock (CLH) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CMG — Joint Ownership LPL Account ⇒ Chipotle Mexican Grill, Inc. Common Stock (CMG) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CRM — Joint Ownership LPL Account ⇒ Salesforce, Inc. Common Stock (CRM) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CRWD — Joint Ownership LPL Account ⇒ CrowdStrike Holdings, Inc. - Class A Common Stock (CRWD) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| CVX — Joint Ownership LPL Account ⇒ Chevron Corporation Common Stock (CVX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| DBX — Joint Ownership LPL Account ⇒ Dropbox, Inc. - Class A Common Stock (DBX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| DECK — Joint Ownership LPL Account ⇒ Deckers Outdoor Corporation (DECK) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| DIS — Joint Ownership LPL Account ⇒ Walt Disney Company (DIS) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| DRI — Joint Ownership LPL Account ⇒ Darden Restaurants, Inc. Common Stock (DRI) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| ELF — Joint Ownership LPL Account ⇒ e.l.f. Beauty, Inc. Common Stock (ELF) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| ELV — Joint Ownership LPL Account ⇒ Elevance Health, Inc. Common Stock (ELV) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| EME — Joint Ownership LPL Account ⇒ EMCOR Group, Inc. Common Stock (EME) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| FIX — Joint Ownership LPL Account ⇒ Comfort Systems USA, Inc. Common Stock (FIX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| FTNT — Joint Ownership LPL Account ⇒ Fortinet, Inc. - Common Stock (FTNT) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| GDDY — Joint Ownership LPL Account ⇒ GoDaddy Inc. Class A Common Stock (GDDY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| GOOG — Joint Ownership LPL Account ⇒ Alphabet Inc. - Class C Capital Stock (GOOG) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| GPK — Joint Ownership LPL Account ⇒ Graphic Packaging Holding Company (GPK) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| HEI — Joint Ownership LPL Account ⇒ Heico Corporation Common Stock (HEI) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactionsSource rows (2)$2,002–$30,000 Original ↗ · Row 326 · Annual Original ↗ · Row 327 · Annual | Jan 13, 2025 | Sep 14, 2026 |
| HQY — Joint Ownership LPL Account ⇒ HealthEquity, Inc. - Common Stock (HQY) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| IBP — Joint Ownership LPL Account ⇒ Installed Building Products, Inc. Common Stock (IBP) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| ICE — Joint Ownership LPL Account ⇒ Intercontinental Exchange Inc. Common Stock (ICE) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| INTU — Joint Ownership LPL Account ⇒ Intuit Inc. - Common Stock (INTU) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| IR — Joint Ownership LPL Account ⇒ Ingersoll Rand Inc. Common Stock (IR) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| LIN — Joint Ownership LPL Account ⇒ Linde plc - Ordinary Shares (LIN) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| LULU — Joint Ownership LPL Account ⇒ lululemon athletica inc. - Common Stock (LULU) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| LW — Joint Ownership LPL Account ⇒ Lamb Weston Holdings, Inc. Common Stock (LW) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| MA — Joint Ownership LPL Account ⇒ Mastercard Incorporated Common Stock (MA) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| MANH — Joint Ownership LPL Account ⇒ Manhattan Associates, Inc. - Common Stock (MANH) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| MEDP — Joint Ownership LPL Account ⇒ Medpace Holdings, Inc. - Common Stock (MEDP) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| MOH — Joint Ownership LPL Account ⇒ Molina Healthcare Inc Common Stock (MOH) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| MPWR — Joint Ownership LPL Account ⇒ Monolithic Power Systems, Inc. - Common Stock (MPWR) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| MSCI — Joint Ownership LPL Account ⇒ MSCI Inc. Common Stock (MSCI) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| MSFT — Joint Ownership LPL Account ⇒ Microsoft Corporation - Common Stock (MSFT) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| NFLX — Joint Ownership LPL Account ⇒ Netflix, Inc. - Common Stock (NFLX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| NOW — Joint Ownership LPL Account ⇒ ServiceNow, Inc. Common Stock (NOW) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| NTNX — Joint Ownership LPL Account ⇒ Nutanix, Inc. - Class A Common Stock (NTNX) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
| NVR — Joint Ownership LPL Account ⇒ NVR, Inc. Common Stock (NVR) [ST] | Joint | SaleAnnual schedule; unresolved, excluded from usable transactions | Jan 13, 2025 | Sep 14, 2026 |
30 collected financial disclosures. Collection does not establish complete lifetime activity; missing source years and request-only documents may leave gaps.