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KEVIN HERN

kevin hern

House / Republican / Oklahoma
"Kevin Hern is a U.S. Representative from Oklahoma, focusing on business policy and economic growth."

Net Worth Est.

$107.04 M

Trade volume

$44.81 M

Total trades

673

Last Traded

Apr. 24, 2025
  • Trades
  • Current Portfolio
  • Networth

Trade volume

Top Traded Sectors

  • Electronic technology

    116

  • Finance

    107

  • Technology services

    71

  • Health technology

    55

  • Energy minerals

    54

  • Retail trade

    50

  • Industrial services

    23

  • Health services

    18

  • Utilities

    18

  • Process industries

    17

Trade Volume$44.81 M
Total Trades$673
Ticker
Transaction
Transaction on
Description
Change Since Trade
Copy Trade
-

Goldman Sachs Mtn 4/29/2030

Purchase

$250,001 - $500,000

Apr 24, 2025

Reported on

May 13, 2025
Stock, Bonds, Efts, & Mutual Funds
----
-

Bnp Paribas Mtn 4/9/2030 [Cs]

Purchase

$250,001 - $500,000

Apr 04, 2025

Reported on

May 13, 2025
Buy To Open
----
-

Bnp Paribas Mtn 4/9/2030 [Cs]

Purchase

$1,000,001 - $5,000,000

Apr 04, 2025

Reported on

May 13, 2025
Buy To Open
----
-

Morgan Stanley Fin LLC Mtn

Sale

$500,001 - $1,000,000

Mar 31, 2025

Reported on

Apr 23, 2025
Stock, Bonds, Efts, & Mutual Funds
----
-

Ft Vest Total Return Income

Purchase

$100,001 - $250,000

Jan 29, 2025

Reported on

Feb 14, 2025
Buy Open
----
INTC
INTC

Intel

Sale

$50,001 - $100,000

Dec 31, 2024

Reported on

Jan 15, 2025
Sell To Close
15.21%
EL
EL

Estee Lauder Cos

Sale

$15,001 - $50,000

Dec 31, 2024

Reported on

Jan 15, 2025
Sell To Close
16.31%
JNJ
JNJ

Johnson & Johnson

Sale

$100,001 - $250,000

Dec 31, 2024

Reported on

Jan 15, 2025
Stock, Bonds, Efts, & Mutual Funds
13.19%
DXCM
DXCM

DexCom

Sale

$50,001 - $100,000

Dec 31, 2024

Reported on

Jan 15, 2025
Sell To Close
7.87%
AGCO
AGCO

AGCO

Sale

$50,001 - $100,000

Dec 31, 2024

Reported on

Jan 15, 2025
Sell To Close
14.48%
DVN
DVN

Devon Energy

Sale (Partial)

$250,001 - $500,000

Dec 31, 2024

Reported on

Jan 15, 2025
Rebalance Position Toward Original Allocation
0.37%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 12, 2024

Reported on

Jan 15, 2025
Dividend Reinvestment
-13.28%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 10, 2024

Reported on

Jan 15, 2025
Dividend Reinvestment
-4.35%
-

Citigroup Mtn 9/1/2026 [Cs]

Sale

$500,001 - $1,000,000

Dec 03, 2024

Reported on

Jan 15, 2025
Note Called By The Issuer. Position Closed
----
-

Federal Farm Credit Banks

Sale

$100,001 - $250,000

Nov 18, 2024

Reported on

Dec 16, 2024
Ilit
----
MCD
MCD

McDonald's

Purchase

$100,001 - $250,000

Oct 29, 2024

Reported on

Nov 15, 2024
---
0.70%
-

United States Treas Bills

Sale

$100,001 - $250,000

Oct 03, 2024

Reported on

Nov 15, 2024
---
----
-

United States Treas Bills

Sale

$1,000,001 - $5,000,000

Oct 03, 2024

Reported on

Nov 15, 2024
---
----
-

Citigroup Mtn 9/1/2026 [Cs]

Sale

$250,001 - $500,000

Sep 23, 2024

Reported on

Oct 16, 2024
Full Call. Redeemed By The Issuer
----
-

Barclays Bank Series A Mtn 1/22/27

Sale

$250,001 - $500,000

Jul 26, 2024

Reported on

Aug 10, 2024
Note Called By Issuer
----
-

Bank Of Montreal Mtn 4/19/27 [Cs]

Sale

$250,001 - $500,000

Jul 19, 2024

Reported on

Aug 10, 2024
Note Called By Issuer 7/19/24
----
-

Inland Real Estate Income Trust [Ps]

Purchase

$1,001 - $15,000

Jul 08, 2024

Reported on

Aug 10, 2024
Stock, Bonds, Efts, & Mutual Funds
----
CB
CB

Chubb

Purchase

$1,001 - $15,000

Jul 08, 2024

Reported on

Aug 10, 2024
Dividend Reinvestment
8.36%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 28, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
-30.70%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 28, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
-30.70%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jun 28, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
-0.67%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Jun 25, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
-41.66%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 24, 2024

Reported on

Jul 15, 2024
Stock, Bonds, Efts, & Mutual Funds
37.67%
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Jun 21, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
5.03%
AGCO
AGCO

AGCO

Purchase

$1,001 - $15,000

Jun 20, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
6.02%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jun 17, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
5.03%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 13, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
3.31%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 13, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
3.31%
RTX
RTX

RTX

Purchase

$1,001 - $15,000

Jun 13, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
44.24%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Jun 10, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
39.48%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Jun 10, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
32.65%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
-4.70%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
-4.70%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jun 04, 2024

Reported on

Jul 15, 2024
Dividend Reinvestment
10.76%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 21, 2024

Reported on

Jun 07, 2024
Dividend Reinvestment
8.85%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 21, 2024

Reported on

Jun 07, 2024
Dividend Reinvestment
8.85%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 17, 2024

Reported on

Jun 07, 2024
Dividend Reinvestment
-6.97%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 15, 2024

Reported on

Jun 07, 2024
Dividend Reinvestment
2.07%
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

May 15, 2024

Reported on

Jun 07, 2024
Dividend Reinvestment
2.88%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 15, 2024

Reported on

Jun 07, 2024
Dividend Reinvestment
2.07%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 30, 2024

Reported on

May 12, 2024
Dividend Reinvestment
51.91%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Mar 29, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
----
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Mar 28, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
-34.54%
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Mar 28, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
0.15%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Mar 28, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
-34.54%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Mar 25, 2024

Reported on

Apr 12, 2024
Stock, Bonds, Efts, & Mutual Funds
55.33%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 22, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
----
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 21, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
-9.06%
RTX
RTX

RTX

Purchase

$1,001 - $15,000

Mar 21, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
60.73%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 21, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
-9.06%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Mar 19, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
-42.70%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Mar 15, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
26.41%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Mar 11, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
31.54%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Mar 11, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
25.00%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Mar 11, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
-1.15%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Mar 05, 2024

Reported on

Apr 12, 2024
Dividend Reinvestment
2.33%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 20, 2024

Reported on

Mar 12, 2024
Dividend Reinvestment
-22.18%
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Feb 15, 2024

Reported on

Mar 12, 2024
Dividend Reinvestment
5.62%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2024

Reported on

Mar 12, 2024
Dividend Reinvestment
20.53%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2024

Reported on

Mar 12, 2024
Dividend Reinvestment
20.53%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 13, 2024

Reported on

Mar 12, 2024
Stock, Bonds, Efts, & Mutual Funds
38.11%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 13, 2024

Reported on

Mar 12, 2024
Dividend Reinvestment
38.11%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jan 31, 2024

Reported on

Feb 11, 2024
Dividend Reinvestment
67.05%
COST
COST

Costco Wholesale

Purchase

$1,001 - $15,000

Jan 12, 2024

Reported on

Feb 11, 2024
Dividend Reinvestment
39.18%
VUZI
VUZI

Vuzix

Sale

$1,001 - $15,000

Jan 02, 2024

Reported on

Feb 11, 2024
Stock, Bonds, Efts, & Mutual Funds
16.28%
EXAS
EXAS

Exact Sciences

Sale

$1,001 - $15,000

Jan 02, 2024

Reported on

Feb 11, 2024
Sell To Close
-31.60%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Dec 29, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
-27.48%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Dec 29, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
-27.48%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Dec 29, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
2.37%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Dec 26, 2023

Reported on

Jan 13, 2024
Stock, Bonds, Efts, & Mutual Funds
68.99%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Dec 22, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
----
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Dec 18, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
13.67%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Dec 15, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
23.50%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 14, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
2.16%
RTX
RTX

RTX

Purchase

$1,001 - $15,000

Dec 14, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
85.07%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 14, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
2.16%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 12, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
-48.21%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Dec 11, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
60.76%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 11, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
8.18%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Dec 11, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
27.24%
CCLD
CCLD

CareCloud

Sale

$1,001 - $15,000

Dec 08, 2023

Reported on

Jan 13, 2024
Sell To Close
132.04%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Dec 05, 2023

Reported on

Jan 13, 2024
Dividend Reinvestment
3.25%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Nov 15, 2023

Reported on

Dec 07, 2023
Dividend Reinvestment
-13.23%
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Nov 15, 2023

Reported on

Dec 07, 2023
Dividend Reinvestment
8.59%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 14, 2023

Reported on

Dec 07, 2023
Dividend Reinvestment
26.73%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 14, 2023

Reported on

Dec 07, 2023
Dividend Reinvestment
26.73%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 14, 2023

Reported on

Dec 07, 2023
Dividend Reinvestment
44.48%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 14, 2023

Reported on

Dec 07, 2023
Dividend Reinvestment
44.48%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 31, 2023

Reported on

Nov 17, 2023
Dividend Reinvestment
109.46%
CMP
CMP

Compass Minerals Intl

Sale

$1,001 - $15,000

Oct 11, 2023

Reported on

Nov 17, 2023
Sell To Close
-25.50%
VOD
VOD

Vodafone Group

Sale

$1,001 - $15,000

Oct 11, 2023

Reported on

Nov 17, 2023
Stock, Bonds, Efts, & Mutual Funds
13.33%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Sep 29, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
-31.13%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Sep 29, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
-31.13%
MMP
MMP

Magellan Midstream Partners L.P.

Purchase

$1,001 - $15,000

Sep 25, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
----
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Sep 25, 2023

Reported on

Oct 13, 2023
Stock, Bonds, Efts, & Mutual Funds
74.76%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Sep 21, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
----
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Sep 19, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
-41.20%
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Sep 19, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
19.30%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Sep 15, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
10.65%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 14, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
9.03%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 14, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
9.03%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 11, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
-5.60%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Sep 11, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
21.13%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Sep 11, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
44.06%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Sep 07, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
2.29%
RTX
RTX

RTX

Purchase

$1,001 - $15,000

Sep 07, 2023

Reported on

Oct 13, 2023
Dividend Reinvestment
79.65%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 15, 2023

Reported on

Sep 07, 2023
Dividend Reinvestment
-8.12%
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Aug 15, 2023

Reported on

Sep 07, 2023
Dividend Reinvestment
11.64%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Aug 15, 2023

Reported on

Sep 07, 2023
Dividend Reinvestment
28.82%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 14, 2023

Reported on

Sep 07, 2023
Dividend Reinvestment
26.31%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Aug 14, 2023

Reported on

Sep 07, 2023
Reinvestment Of Dividend/Roc
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 31, 2023

Reported on

Aug 16, 2023
Dividend Reinvestment
84.39%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Jun 30, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
-32.04%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 30, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
-32.04%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Jun 27, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
-41.43%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 26, 2023

Reported on

Jul 12, 2023
Stock, Bonds, Efts, & Mutual Funds
91.02%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jun 23, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
1.00%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Jun 21, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
----
ARGO
ARGO

Argo Gr Intl Hldgs

Purchase

$1,001 - $15,000

Jun 20, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
----
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Jun 16, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
23.91%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jun 15, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
2.14%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 15, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
19.00%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 15, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
19.00%
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Jun 15, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
54.59%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Jun 12, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
14.92%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 09, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
0.35%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Jun 09, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
71.29%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jun 06, 2023

Reported on

Jul 12, 2023
Dividend Reinvestment
3.49%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 17, 2023

Reported on

Jun 13, 2023
Dividend Reinvestment
-0.77%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 16, 2023

Reported on

Jun 13, 2023
Stock, Bonds, Efts, & Mutual Funds
32.59%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

May 15, 2023

Reported on

Jun 13, 2023
Reinvestment Of Return Of Principal
----
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 15, 2023

Reported on

Jun 13, 2023
Dividend Reinvestment
43.74%
ABB
ABB

Abb Ltd

Purchase

$1,001 - $15,000

May 11, 2023

Reported on

Jun 13, 2023
Dividend Reinvestment
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 28, 2023

Reported on

May 11, 2023
Stock, Bonds, Efts, & Mutual Funds
110.70%
AHCO
AHCO

AdaptHealth

Sale

$1,001 - $15,000

Apr 06, 2023

Reported on

May 11, 2023
Sell To Close
-24.12%
AHCO
AHCO

AdaptHealth

Sale

$1,001 - $15,000

Apr 06, 2023

Reported on

May 11, 2023
Sell To Close
-24.12%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Mar 31, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
-35.09%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Mar 31, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
-35.09%
LIN
LIN

Linde

Purchase

$1,001 - $15,000

Mar 28, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
33.87%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Mar 27, 2023

Reported on

Apr 10, 2023
Family Revocable Trust
105.15%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Mar 24, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
-2.23%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 23, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
26.59%
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Mar 23, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
57.81%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 23, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
26.59%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Mar 21, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
-41.13%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 17, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
----
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Mar 15, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
0.57%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Mar 10, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
75.53%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Mar 10, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
23.15%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Mar 07, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
6.24%
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Mar 01, 2023

Reported on

Apr 10, 2023
Dividend Reinvestment
-8.80%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 15, 2023

Reported on

Mar 15, 2023
Dividend Reinvestment
-1.81%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Feb 14, 2023

Reported on

Mar 15, 2023
Dividend Reinvestment
----
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 14, 2023

Reported on

Mar 15, 2023
Dividend Reinvestment
22.84%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2023

Reported on

Mar 15, 2023
Dividend Reinvestment
19.39%
PXD
PXD

Pioneer Natural Resources

Sale

$1,000,001 - $5,000,000

Feb 01, 2023

Reported on

Mar 15, 2023
Sell To Close
----
COST
COST

Costco Wholesale

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
86.04%
CMCSA
CMCSA

Comcast

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-12.22%
DHR
DHR

Danaher

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-18.90%
AMZN
AMZN

Amazon.com

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
119.27%
ECL
ECL

Ecolab

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
73.58%
CRM
CRM

Salesforce

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
56.21%
ICLR
ICLR

Icon

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-37.78%
CB
CB

Chubb

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
20.50%
LIN
LIN

Linde

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
40.51%
DG
DG

Dollar Gen

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-52.87%
LMT
LMT

Lockheed Martin

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
0.15%
PH
PH

Parker Hannifin

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
121.65%
ADBE
ADBE

Adobe

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-1.23%
INTC
INTC

Intel

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-18.26%
JNJ
JNJ

Johnson & Johnson

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
0.17%
BLK
BLK

BlackRock

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
45.36%
NVS
NVS

Novartis

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
33.23%
LOW
LOW

Lowe's Companies

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
5.24%
JPM
JPM

JPMorgan Chase

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
108.11%
KO
KO

Coca-Cola

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
13.91%
BA
BA

Boeing

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
7.67%
MDLZ
MDLZ

Mondelez International

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
6.68%
MSFT
MSFT

Microsoft

Sale

$15,001 - $50,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
105.82%
TXN
TXN

Texas Instruments

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
22.24%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Dividend Reinvestment
108.11%
RTX
RTX

Raytheon Technologies

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
51.73%
ORLY
ORLY

O'Reilly Automotive

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-88.35%
ICE
ICE

Intercontinental Exchange

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
68.03%
AMT
AMT

American Tower

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
0.62%
HD
HD

Home Depot

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
10.87%
RSG
RSG

Republic Services

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
92.68%
MDT
MDT

Medtronic

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
7.07%
HON
HON

Honeywell Intl

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
13.46%
EXAS
EXAS

Exact Sciences

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-25.27%
ROK
ROK

Rockwell Automation

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
26.23%
TMO
TMO

Thermo Fisher Scientific

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
-27.28%
PSX
PSX

Phillips 66

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
25.56%
ACN
ACN

Accenture

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
1.21%
NEE
NEE

NextEra Energy

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
1.77%
TJX
TJX

TJX Companies

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
49.24%
PG
PG

Procter & Gamble

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Sell To Close.
8.93%
V
V

Visa

Sale

$1,001 - $15,000

Jan 31, 2023

Reported on

Feb 14, 2023
Ilit
51.62%
MSFT
MSFT

Microsoft

Sale

$1,000,001 - $5,000,000

Jan 04, 2023

Reported on

Feb 14, 2023
Sell Close
122.63%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Dec 30, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
-46.59%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Dec 30, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
-46.59%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Dec 30, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
-4.63%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Dec 26, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
----
CCLD
CCLD

CareCloud

Sale

$1,001 - $15,000

Dec 19, 2022

Reported on

Jan 13, 2023
Closed Position
-25.55%
ARCB
ARCB

ArcBest

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Jan 13, 2023
Closed Position
7.63%
MASI
MASI

Masimo

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Jan 13, 2023
Closed Position
11.35%
WYNN
WYNN

Wynn Resorts

Sale

$15,001 - $50,000

Dec 19, 2022

Reported on

Jan 13, 2023
Stock, Bonds, Efts, & Mutual Funds
30.91%
BLL
BLL

Ball Corporation

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Jan 13, 2023
Closed Position
----
ECL
ECL

Ecolab

Sale

$15,001 - $50,000

Dec 19, 2022

Reported on

Jan 13, 2023
Closed Position
90.32%
HLT
HLT

Hilton Worldwide Holdings

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Jan 13, 2023
Closed Position
109.92%
EXAS
EXAS

Exact Sciences

Sale

$50,001 - $100,000

Dec 19, 2022

Reported on

Jan 13, 2023
Closed Position
0.92%
ADBE
ADBE

Adobe

Sale

$250,001 - $500,000

Dec 19, 2022

Reported on

Jan 13, 2023
Closed Position
11.26%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Dec 15, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
-11.49%
RTN
RTN

Raytheon Company

Purchase

$1,001 - $15,000

Dec 15, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
----
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 15, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
9.71%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Dec 15, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$15,001 - $50,000

Dec 15, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
----
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 13, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
-47.48%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Dec 12, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
34.62%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Dec 09, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
53.13%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 09, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
4.09%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 08, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
106.16%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Dec 06, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
-7.04%
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Dec 01, 2022

Reported on

Jan 13, 2023
Dividend Reinvestment
-22.56%
AMP
AMP

Ameriprise Financial

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Dec 08, 2022
Sell To Close Position
67.20%
SHW
SHW

Sherwin-Williams

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Dec 08, 2022
Sell To Close Position
42.13%
CR
CR

Crane

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Dec 08, 2022
Sell To Close Position
332.28%
VFC
VFC

VF

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Dec 08, 2022
Ilit
-62.10%
MMC
MMC

Marsh & McLennan

Sale

$1,001 - $15,000

Nov 21, 2022

Reported on

Dec 08, 2022
Sell To Close Position
24.97%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 15, 2022

Reported on

Dec 08, 2022
Dividend Reinvestment
21.99%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Nov 15, 2022

Reported on

Dec 08, 2022
Dividend Reinvestment
-3.49%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Nov 14, 2022

Reported on

Dec 08, 2022
Reinvestment Of Roc
----
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 14, 2022

Reported on

Dec 08, 2022
Dividend Reinvestment
29.39%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 31, 2022

Reported on

Nov 09, 2022
Dividend Reinvestment
131.39%
JEPI
JEPI

JPMorgan Equity Premium Income ETF

Purchase

$1,001 - $15,000

Oct 06, 2022

Reported on

Nov 09, 2022
Stock, Bonds, Efts, & Mutual Funds
9.08%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Sep 30, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
-45.37%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Sep 30, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
45.63%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Sep 30, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
45.63%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Sep 30, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
-45.37%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Sep 26, 2022

Reported on

Oct 10, 2022
Stock, Bonds, Efts, & Mutual Funds
108.83%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Sep 20, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
-45.94%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Sep 16, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$15,001 - $50,000

Sep 16, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
----
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Sep 15, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
-11.70%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 15, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
32.36%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Sep 12, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
38.49%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Sep 09, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
70.26%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 09, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
11.68%
JEPI
JEPI

JPMorgan Equity Premium Income ETF

Purchase

$1,001 - $15,000

Sep 07, 2022

Reported on

Oct 10, 2022
Dividend Reinvestment
2.95%
ASML
ASML

ASML Holding

Purchase

$50,001 - $100,000

Aug 25, 2022

Reported on

Sep 15, 2022
---
36.10%
PTC
PTC

PTC

Purchase

$15,001 - $50,000

Aug 25, 2022

Reported on

Sep 15, 2022
---
67.29%
CDNS
CDNS

Cadence Design Sys

Purchase

$15,001 - $50,000

Aug 18, 2022

Reported on

Sep 15, 2022
---
65.45%
CTRA
CTRA

Coterra Energy

Purchase

$15,001 - $50,000

Aug 17, 2022

Reported on

Sep 15, 2022
---
-16.90%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Aug 16, 2022

Reported on

Sep 15, 2022
Stock, Bonds, Efts, & Mutual Funds
18.14%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 15, 2022

Reported on

Sep 15, 2022
Dividend Reinvestment
-11.83%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 15, 2022

Reported on

Sep 15, 2022
---
31.22%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Aug 12, 2022

Reported on

Sep 15, 2022
Dividend Reinvestment
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 31, 2022

Reported on

Aug 15, 2022
Stock, Bonds, Efts, & Mutual Funds
----
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Jul 08, 2022

Reported on

Aug 15, 2022
Dividend Reinvestment
-3.36%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 30, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
-40.39%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Jun 30, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
-40.39%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 27, 2022

Reported on

Jul 15, 2022
Stock, Bonds, Efts, & Mutual Funds
94.02%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Jun 24, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
10.72%
AGCO
AGCO

AGCO

Purchase

$1,001 - $15,000

Jun 21, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
-3.27%
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Jun 16, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
69.24%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 16, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
31.43%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jun 15, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
2.37%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Jun 14, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$15,001 - $50,000

Jun 14, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
----
CERN
CERN

Cerner Corporation

Sale

$15,001 - $50,000

Jun 10, 2022

Reported on

Jul 15, 2022
Corporate Action - Cash Merger
----
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Jun 10, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
70.55%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
7.28%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Jun 10, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
65.67%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jun 09, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
92.62%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jun 07, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
-8.21%
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Jun 01, 2022

Reported on

Jul 15, 2022
Dividend Reinvestment
-47.63%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 17, 2022

Reported on

Jun 14, 2022
Stock, Bonds, Efts, & Mutual Funds
23.80%
EXAS
EXAS

Exact Sciences

Sale

$1,001 - $15,000

May 16, 2022

Reported on

Jun 14, 2022
Sell To Close
-0.18%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 16, 2022

Reported on

Jun 14, 2022
Dividend Reinvestment
27.78%
MTBC
MTBC

CareCloud

Sale

$1,001 - $15,000

May 16, 2022

Reported on

Jun 14, 2022
Sell To Close
----
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 13, 2022

Reported on

Jun 14, 2022
Dividend Reinvestment
-1.51%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

May 13, 2022

Reported on

Jun 14, 2022
Dividend Reinvestment
----
ABB
ABB

ABB

Purchase

$1,001 - $15,000

May 11, 2022

Reported on

Jun 14, 2022
Dividend Reinvestment
----
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Apr 30, 2022

Reported on

May 12, 2022
Dividend Reinvestment
----
IQV
IQV

IQVIA Hldgs

Sale

$1,001 - $15,000

Apr 22, 2022

Reported on

May 12, 2022
Sell Close
-29.60%
AHCO
AHCO

AdaptHealth

Sale

$1,001 - $15,000

Apr 22, 2022

Reported on

May 12, 2022
Sell Close
-35.79%
MDLZ
MDLZ

Mondelez International

Sale

$15,001 - $50,000

Apr 12, 2022

Reported on

May 12, 2022
Stock, Bonds, Efts, & Mutual Funds
9.64%
HON
HON

Honeywell Intl

Sale

$250,001 - $500,000

Apr 08, 2022

Reported on

May 12, 2022
Sell Close
24.39%
AHCO
AHCO

AdaptHealth

Sale

$50,001 - $100,000

Apr 01, 2022

Reported on

May 12, 2022
Sell Close
-44.62%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Mar 31, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
-44.44%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Mar 31, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
-44.44%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Mar 28, 2022

Reported on

Apr 12, 2022
Stock, Bonds, Efts, & Mutual Funds
78.23%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Mar 25, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
2.27%
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Mar 24, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
48.95%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 24, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
13.81%
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Mar 22, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
-44.07%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Mar 15, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
-7.36%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 14, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 14, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
----
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Mar 14, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
----
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Mar 11, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
29.80%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Mar 10, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
52.24%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Mar 10, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
78.60%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Mar 10, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
26.25%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Mar 10, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
35.59%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Mar 08, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
-2.98%
INTC
INTC

Intel

Purchase

$1,001 - $15,000

Mar 01, 2022

Reported on

Apr 12, 2022
Dividend Reinvestment
-50.66%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 15, 2022

Reported on

Mar 07, 2022
Dividend Reinvestment
-14.26%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Feb 14, 2022

Reported on

Mar 07, 2022
Return Of Capital Reinvestment
----
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 14, 2022

Reported on

Mar 07, 2022
Dividend Reinvestment
32.39%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 07, 2022

Reported on

Mar 07, 2022
Stock, Bonds, Efts, & Mutual Funds
27.46%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jan 31, 2022

Reported on

Feb 02, 2022
Dividend Reinvestment
96.01%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Jan 14, 2022

Reported on

Feb 02, 2022
Stock, Bonds, Efts, & Mutual Funds
----
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Dec 30, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
-24.78%
DVN
DVN

Devon Energy

Purchase

$15,001 - $50,000

Dec 30, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
-24.78%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Dec 27, 2021

Reported on

Jan 11, 2022
Stock, Bonds, Efts, & Mutual Funds
126.01%
LMT
LMT

Lockheed Martin

Purchase

$1,001 - $15,000

Dec 27, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
32.45%
VUZI
VUZI

Vuzix

Sale

$50,001 - $100,000

Dec 20, 2021

Reported on

Jan 11, 2022
Sell To Close Position
-71.23%
MDT
MDT

Medtronic

Sale

$100,001 - $250,000

Dec 20, 2021

Reported on

Jan 11, 2022
Sell To Close Position
-9.39%
ASXC
ASXC

Asensus Surgical

Sale

$15,001 - $50,000

Dec 20, 2021

Reported on

Jan 11, 2022
Sell To Close
----
RTX
RTX

Raytheon Technologies

Purchase

$1,001 - $15,000

Dec 16, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
83.19%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 16, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
-10.04%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Dec 15, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
-17.45%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Dec 14, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
----
UNH
UNH

UnitedHealth Group

Purchase

$1,001 - $15,000

Dec 14, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
-41.05%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Dec 14, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
----
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 10, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
71.04%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Dec 10, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
1.53%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Dec 10, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
55.77%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 09, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
53.12%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Dec 07, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
0.21%
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Dec 03, 2021

Reported on

Jan 11, 2022
Dividend Reinvestment
16.24%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
-20.12%
AGCO
AGCO

AGCO

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
-8.75%
FTEC
FTEC

Fidelity MSCI Information Technology Index ETF

Purchase

$100,001 - $250,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
56.14%
ABB
ABB

ABB

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
----
BLL
BLL

Ball Corporation

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
----
CR
CR

Crane

Purchase

$15,001 - $50,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
351.32%
HLT
HLT

Hilton Worldwide Holdings

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
100.19%
ARCB
ARCB

ArcBest

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
-25.69%
PH
PH

Parker Hannifin

Purchase

$15,001 - $50,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
133.36%
DRE
DRE

Duke Realty

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
----
TJX
TJX

TJX Companies

Purchase

$15,001 - $50,000

Nov 26, 2021

Reported on

Dec 09, 2021
Ilit
76.14%
PWR
PWR

Quanta Servs

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
243.13%
FDIS
FDIS

Fidelity MSCI Consumer Discretionary Index ETF

Purchase

$50,001 - $100,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
8.06%
FSK
FSK

FS KKR Capital

Sale

$100,001 - $250,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
5.42%
INTC
INTC

Intel

Purchase

$15,001 - $50,000

Nov 26, 2021

Reported on

Dec 09, 2021
---
-52.64%
FBND
FBND

Fidelity Total Bond ETF

Sale (Partial)

$50,001 - $100,000

Nov 16, 2021

Reported on

Dec 09, 2021
---
-14.04%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 15, 2021

Reported on

Dec 09, 2021
---
31.47%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 15, 2021

Reported on

Dec 09, 2021
---
14.47%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Nov 12, 2021

Reported on

Dec 09, 2021
---
----
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Nov 05, 2021

Reported on

Dec 09, 2021
---
-15.40%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Oct 29, 2021

Reported on

Nov 05, 2021
Dividend Reinvest
71.45%
PXD
PXD

Pioneer Natural Resources

Purchase

$100,001 - $250,000

Oct 20, 2021

Reported on

Nov 05, 2021
---
----
ORLY
ORLY

O'Reilly Automotive

Purchase

$15,001 - $50,000

Oct 20, 2021

Reported on

Nov 05, 2021
---
-85.67%
BLK
BLK

BlackRock

Purchase

$15,001 - $50,000

Oct 20, 2021

Reported on

Nov 05, 2021
---
22.22%
ITW
ITW

Illinois Tool Works

Purchase

$15,001 - $50,000

Oct 20, 2021

Reported on

Nov 05, 2021
---
14.07%
V
V

Visa

Purchase

$50,001 - $100,000

Oct 20, 2021

Reported on

Nov 05, 2021
Family Revocable Trust
50.83%
LMT
LMT

Lockheed Martin

Purchase

$50,001 - $100,000

Oct 20, 2021

Reported on

Nov 05, 2021
---
25.01%
CVX
CVX

Chevron

Purchase

$50,001 - $100,000

Oct 20, 2021

Reported on

Nov 05, 2021
---
32.59%
FMAT
FMAT

Fidelity MSCI Materials Index ETF

Purchase

$15,001 - $50,000

Oct 20, 2021

Reported on

Nov 05, 2021
---
7.69%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Oct 14, 2021

Reported on

Nov 05, 2021
Dividend Reinvest
----
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Oct 07, 2021

Reported on

Nov 05, 2021
Dividend Reinvest
-14.13%
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Oct 07, 2021

Reported on

Nov 05, 2021
Dividend Reinvest
-14.13%
DIAL
DIAL

Columbia Diversified Fixed Income Allocation ETF

Purchase

$1,001 - $15,000

Oct 06, 2021

Reported on

Nov 05, 2021
Dividend Reinvest
-15.36%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Sep 30, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
28.90%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$1,001 - $15,000

Sep 30, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
28.90%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Sep 30, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
-7.49%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Sep 30, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
-7.49%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Sep 27, 2021

Reported on

Oct 07, 2021
Family Revocable Trust
127.92%
UNH
UNH

UnitedHealth Group

Purchase

$250,001 - $500,000

Sep 23, 2021

Reported on

Oct 07, 2021
---
-30.73%
RTX
RTX

Raytheon Technologies

Purchase

$250,001 - $500,000

Sep 23, 2021

Reported on

Oct 07, 2021
---
74.64%
ACN
ACN

Accenture

Purchase

$100,001 - $250,000

Sep 23, 2021

Reported on

Oct 07, 2021
---
-17.66%
MDT
MDT

Medtronic

Purchase

$100,001 - $250,000

Sep 23, 2021

Reported on

Oct 07, 2021
---
-31.41%
SPY
SPY

SPDR S&P 500

Sale

$500,001 - $1,000,000

Sep 20, 2021

Reported on

Oct 07, 2021
Trailing Stop Loss Triggered Sale Of This Position
44.59%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Sep 17, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
----
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 16, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
6.84%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Sep 15, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
-10.24%
ROK
ROK

Rockwell Automation

Purchase

$1,001 - $15,000

Sep 10, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
13.34%
EMR
EMR

Emerson Electric

Purchase

$1,001 - $15,000

Sep 10, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
44.10%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Sep 09, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
71.59%
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Sep 08, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
-14.84%
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Sep 08, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
-14.84%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Sep 07, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
-5.00%
DIAL
DIAL

Columbia Diversified Fixed Income Allocation ETF

Purchase

$1,001 - $15,000

Sep 07, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
-16.65%
HON
HON

Honeywell Intl

Purchase

$1,001 - $15,000

Sep 03, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
3.58%
INTC
INTC

Intel

Purchase

$50,001 - $100,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
-57.01%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 02, 2021

Reported on

Oct 07, 2021
Dividend Reinvestment
95.66%
UNH
UNH

UnitedHealth Group

Purchase

$50,001 - $100,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
-33.29%
CDNS
CDNS

Cadence Design Sys

Purchase

$15,001 - $50,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
91.03%
IQV
IQV

IQVIA Hldgs

Purchase

$15,001 - $50,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
-39.44%
JNJ
JNJ

Johnson & Johnson

Purchase

$50,001 - $100,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
-6.42%
ICLR
ICLR

Icon

Purchase

$15,001 - $50,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
-45.06%
RTX
RTX

Raytheon Technologies

Purchase

$50,001 - $100,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
79.21%
PRGS
PRGS

Progress Software

Purchase

$15,001 - $50,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
1.71%
PRGS
PRGS

Progress Software

Purchase

$1,001 - $15,000

Sep 02, 2021

Reported on

Oct 07, 2021
---
1.71%
TXN
TXN

Texas Instruments

Purchase

$250,001 - $500,000

Aug 25, 2021

Reported on

Sep 15, 2021
---
15.17%
CB
CB

Chubb

Purchase

$100,001 - $250,000

Aug 25, 2021

Reported on

Sep 15, 2021
---
46.84%
COST
COST

Costco Wholesale

Purchase

$250,001 - $500,000

Aug 25, 2021

Reported on

Sep 15, 2021
---
110.75%
AHCO
AHCO

AdaptHealth

Purchase

$100,001 - $250,000

Aug 25, 2021

Reported on

Sep 15, 2021
---
-61.66%
LMT
LMT

Lockheed Martin

Purchase

$100,001 - $250,000

Aug 25, 2021

Reported on

Sep 15, 2021
---
29.33%
MMC
MMC

Marsh & McLennan

Purchase

$100,001 - $250,000

Aug 16, 2021

Reported on

Sep 15, 2021
---
38.27%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 16, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
60.97%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Aug 13, 2021

Reported on

Sep 15, 2021
Reinvestment Of Return Of Capital
----
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 13, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
-12.68%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Aug 09, 2021

Reported on

Sep 15, 2021
Family Revocable Trust
13.74%
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Aug 06, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
-14.94%
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Aug 06, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
-14.94%
DIAL
DIAL

Columbia Diversified Fixed Income Allocation ETF

Purchase

$1,001 - $15,000

Aug 05, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
-16.88%
JPM
JPM

JPMorgan Chase

Purchase

$1,001 - $15,000

Jul 31, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
----
GOOGL
GOOGL

Alphabet

Purchase

$100,001 - $250,000

Jul 30, 2021

Reported on

Sep 15, 2021
---
37.36%
AMZN
AMZN

Amazon.com

Purchase

$50,001 - $100,000

Jul 30, 2021

Reported on

Sep 15, 2021
---
35.91%
TIP
TIP

iShares TIPS Bond ETF

Purchase

$250,001 - $500,000

Jul 30, 2021

Reported on

Sep 15, 2021
---
-15.49%
FDRR
FDRR

Fidelity Dividend ETF for Rising Rates

Purchase

$50,001 - $100,000

Jul 30, 2021

Reported on

Sep 15, 2021
---
29.69%
JEPI
JEPI

JPMorgan Equity Premium Income ETF

Purchase

$100,001 - $250,000

Jul 30, 2021

Reported on

Sep 15, 2021
---
-7.31%
NEE
NEE

NextEra Energy

Purchase

$50,001 - $100,000

Jul 30, 2021

Reported on

Sep 15, 2021
---
-2.50%
SPY
SPY

SPDR S&P 500

Purchase

$500,001 - $1,000,000

Jul 30, 2021

Reported on

Sep 15, 2021
---
43.12%
FHLC
FHLC

Fidelity MSCI Health Care Index ETF

Purchase

$50,001 - $100,000

Jul 30, 2021

Reported on

Sep 15, 2021
---
-5.21%
ROK
ROK

Rockwell Automation

Purchase

$50,001 - $100,000

Jul 21, 2021

Reported on

Sep 15, 2021
---
19.35%
ADBE
ADBE

Adobe

Purchase

$50,001 - $100,000

Jul 21, 2021

Reported on

Sep 15, 2021
---
-40.26%
PTC
PTC

PTC

Purchase

$15,001 - $50,000

Jul 21, 2021

Reported on

Sep 15, 2021
---
36.25%
TXN
TXN

Texas Instruments

Purchase

$100,001 - $250,000

Jul 21, 2021

Reported on

Sep 15, 2021
---
11.52%
TMO
TMO

Thermo Fisher Scientific

Purchase

$50,001 - $100,000

Jul 21, 2021

Reported on

Sep 15, 2021
---
-19.35%
MSFT
MSFT

Microsoft

Purchase

$100,001 - $250,000

Jul 21, 2021

Reported on

Sep 15, 2021
---
81.25%
BSX
BSX

Boston Scientific

Purchase

$15,001 - $50,000

Jul 21, 2021

Reported on

Sep 15, 2021
---
137.82%
PXD
PXD

Pioneer Natural Resources

Purchase

$1,001 - $15,000

Jul 14, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
----
TIP
TIP

iShares TIPS Bond ETF

Purchase

$1,001 - $15,000

Jul 08, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
-14.24%
TROW
TROW

T. Rowe Price Gr

Purchase

$1,001 - $15,000

Jul 07, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
-48.38%
DIAL
DIAL

Columbia Diversified Fixed Income Allocation ETF

Purchase

$1,001 - $15,000

Jul 07, 2021

Reported on

Sep 15, 2021
Dividend Reinvestment
-16.79%
BSX
BSX

Boston Scientific

Purchase

$100,001 - $250,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
139.02%
VUZI
VUZI

Vuzix

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Sep 15, 2021
Family Revocable Trust
-86.22%
DXCM
DXCM

DexCom

Purchase

$100,001 - $250,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
-21.39%
DHR
DHR

Danaher

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
-21.23%
EMR
EMR

Emerson Electric

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
48.81%
MDT
MDT

Medtronic

Purchase

$15,001 - $50,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
-28.95%
JPM
JPM

JPMorgan Chase

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
86.50%
LIN
LIN

Linde

Purchase

$15,001 - $50,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
59.89%
HD
HD

Home Depot

Purchase

$100,001 - $250,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
11.77%
FQAL
FQAL

Fidelity Quality Factor ETF

Purchase

$100,001 - $250,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
41.61%
ITW
ITW

Illinois Tool Works

Purchase

$50,001 - $100,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
13.60%
ETV
ETV

Eaton Vance Corporation Eaton

Purchase

$15,001 - $50,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
-15.38%
DGRO
DGRO

iShares Core Dividend Growth ETF

Purchase

$250,001 - $500,000

Jul 01, 2021

Reported on

Sep 15, 2021
---
27.76%
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Jun 30, 2021

Reported on

Jul 14, 2021
---
12.54%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Jun 28, 2021

Reported on

Jul 14, 2021
Stock, Bonds, Efts, & Mutual Funds
126.18%
ASXC
ASXC

Asensus Surgical

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
----
JPM
JPM

JPMorgan Chase

Purchase

$250,001 - $500,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
89.07%
ACN
ACN

Accenture

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
-4.15%
PSX
PSX

Phillips 66

Purchase

$15,001 - $50,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
39.83%
MSFT
MSFT

Microsoft

Purchase

$250,001 - $500,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
92.46%
HON
HON

Honeywell Intl

Purchase

$50,001 - $100,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
8.14%
LIN
LIN

Linde

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
63.10%
JNJ
JNJ

Johnson & Johnson

Purchase

$250,001 - $500,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
-0.31%
MASI
MASI

Masimo

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
-36.73%
MASI
MASI

Masimo

Purchase

$15,001 - $50,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
-36.73%
MSFT
MSFT

Microsoft

Purchase

$100,001 - $250,000

Jun 25, 2021

Reported on

Jul 14, 2021
---
92.46%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Jun 17, 2021

Reported on

Jul 14, 2021
---
18.57%
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Jun 15, 2021

Reported on

Jul 14, 2021
---
3.43%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Jun 10, 2021

Reported on

Jul 14, 2021
---
98.28%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Jun 10, 2021

Reported on

Jul 14, 2021
---
71.75%
PXD
PXD

Pioneer Natural Resources

Purchase

$500,001 - $1,000,000

Jun 09, 2021

Reported on

Jul 14, 2021
---
----
PTC
PTC

PTC

Purchase

$50,001 - $100,000

May 26, 2021

Reported on

Jun 15, 2021
Buy
50.21%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

May 26, 2021

Reported on

Jun 15, 2021
Reinvested Dividends
58.64%
CDNS
CDNS

Cadence Design Sys

Purchase

$100,001 - $250,000

May 26, 2021

Reported on

Jun 15, 2021
Buy
148.81%
PRGS
PRGS

Progress Software

Purchase

$50,001 - $100,000

May 26, 2021

Reported on

Jun 15, 2021
Buy
6.41%
BSX
BSX

Boston Scientific

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy Open
147.23%
AHCO
AHCO

AdaptHealth

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-62.41%
MTBC
MTBC

CareCloud

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
----
VUZI
VUZI

Vuzix

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-84.97%
MTBC
MTBC

CareCloud

Purchase

$15,001 - $50,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
----
EXAS
EXAS

Exact Sciences

Purchase

$50,001 - $100,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-52.28%
VUZI
VUZI

Vuzix

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-84.97%
MTBC
MTBC

CareCloud

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
----
VUZI
VUZI

Vuzix

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Stock, Bonds, Efts, & Mutual Funds
-84.97%
ADBE
ADBE

Adobe

Purchase

$250,001 - $500,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-25.60%
IQV
IQV

IQVIA Hldgs

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-32.15%
BSX
BSX

Boston Scientific

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy Open
147.23%
EXAS
EXAS

Exact Sciences

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-52.28%
IQV
IQV

IQVIA Hldgs

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-32.15%
AHCO
AHCO

AdaptHealth

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-62.41%
MTBC
MTBC

CareCloud

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
----
BSX
BSX

Boston Scientific

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy Open
147.23%
AHCO
AHCO

AdaptHealth

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-62.41%
EXAS
EXAS

Exact Sciences

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-52.28%
EXAS
EXAS

Exact Sciences

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-52.28%
IQV
IQV

IQVIA Hldgs

Purchase

$1,001 - $15,000

May 20, 2021

Reported on

Jun 15, 2021
Buy
-32.15%
ROK
ROK

Rockwell Automation

Purchase

$250,001 - $500,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
36.19%
HON
HON

Honeywell Intl

Purchase

$250,001 - $500,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
6.40%
EMR
EMR

Emerson Electric

Purchase

$250,001 - $500,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
53.08%
IQV
IQV

IQVIA Hldgs

Purchase

$100,001 - $250,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
-30.34%
ICLR
ICLR

Icon

Purchase

$100,001 - $250,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
-35.45%
ORLY
ORLY

O'Reilly Automotive

Purchase

$100,001 - $250,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
-83.15%
FCX
FCX

Freeport-McMoRan

Purchase

$100,001 - $250,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
2.68%
VUZI
VUZI

Vuzix

Purchase

$15,001 - $50,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
-84.91%
NEE
NEE

NextEra Energy

Purchase

$250,001 - $500,000

May 18, 2021

Reported on

Jun 15, 2021
Buy
5.06%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

May 17, 2021

Reported on

Jun 15, 2021
Dividend Reinvestment
19.79%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

May 14, 2021

Reported on

Jun 15, 2021
Reinvest Roc
----
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

May 14, 2021

Reported on

Jun 15, 2021
Buy
-2.00%
-

Morgan Stanley Fin LLC

Purchase

$1,000,001 - $5,000,000

Apr 30, 2021

Reported on

May 17, 2021
---
----
-

Fs Energy & Power Fund

Purchase

$1,001 - $15,000

Apr 19, 2021

Reported on

May 17, 2021
Dividend Reinvestment
----
-

Fs Kkr Cap Corp Ii Com [Ps]

Purchase

$1,001 - $15,000

Apr 02, 2021

Reported on

May 17, 2021
Dividend Reinvestment
----
DVN
DVN

Devon Energy

Purchase

$1,001 - $15,000

Mar 31, 2021

Reported on

Apr 09, 2021
Dividend Reinvestment
50.34%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Mar 29, 2021

Reported on

Apr 09, 2021
Stock, Bonds, Efts, & Mutual Funds
146.88%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Mar 25, 2021

Reported on

Apr 09, 2021
Dividend Reinvestment
20.94%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Mar 11, 2021

Reported on

Apr 09, 2021
Dividend Reinvestment
115.09%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Mar 10, 2021

Reported on

Apr 09, 2021
Dividend Reinvestment
74.47%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Feb 12, 2021

Reported on

Mar 15, 2021
Dividend Reinvestment
84.66%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Feb 12, 2021

Reported on

Mar 15, 2021
Dividend Reinvestment
9.70%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Feb 12, 2021

Reported on

Mar 15, 2021
Dividend Reinvestment
----
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Feb 08, 2021

Reported on

Mar 15, 2021
Stock, Bonds, Efts, & Mutual Funds
23.70%
FSKR
FSKR

Fs Kkr Capital Corp. Ii

Purchase

$1,001 - $15,000

Jan 11, 2021

Reported on

Feb 17, 2021
Stock, Bonds, Efts, & Mutual Funds
----
AIO
AIO

AllianzGI Artificial

Purchase

$1,001 - $15,000

Jan 11, 2021

Reported on

Feb 17, 2021
Dividend Reinvestment
-10.55%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Dec 28, 2020

Reported on

Jan 15, 2021
Stock, Bonds, Efts, & Mutual Funds
194.69%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Dec 17, 2020

Reported on

Jan 15, 2021
Dividend Reinvestment
31.18%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Dec 10, 2020

Reported on

Jan 15, 2021
Dividend Reinvestment
144.88%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Dec 10, 2020

Reported on

Jan 15, 2021
Dividend Reinvestment
142.28%
SU
SU

Suncor Energy

Sale

$1,001 - $15,000

Nov 19, 2020

Reported on

Dec 14, 2020
---
151.62%
BDX
BDX

Becton, Dickinson

Sale

$1,001 - $15,000

Nov 19, 2020

Reported on

Dec 14, 2020
---
-21.23%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Nov 16, 2020

Reported on

Dec 14, 2020
Ilit
36.83%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Nov 13, 2020

Reported on

Dec 14, 2020
Dividend Reinvestment
163.11%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Nov 13, 2020

Reported on

Dec 14, 2020
Dividend Reinvestment
16.82%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Nov 13, 2020

Reported on

Dec 14, 2020
Reinvestment Of Roc Distribution
----
NEE
NEE

NextEra Energy

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Nov 14, 2020
Stock, Bonds, Efts, & Mutual Funds
-0.59%
BA
BA

Boeing

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Nov 14, 2020
---
37.04%
ITW
ITW

Illinois Tool Works

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Nov 14, 2020
---
23.48%
MCD
MCD

McDonald's

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Nov 14, 2020
---
29.52%
MMC
MMC

Marsh & McLennan

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Nov 14, 2020
---
84.69%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Oct 16, 2020

Reported on

Nov 14, 2020
---
10.53%
WMB
WMB

Williams Companies

Purchase

$1,001 - $15,000

Sep 28, 2020

Reported on

Oct 15, 2020
Stock, Bonds, Efts, & Mutual Funds
190.93%
HD
HD

Home Depot

Purchase

$1,001 - $15,000

Sep 17, 2020

Reported on

Oct 15, 2020
Dividend Reinvestment
28.38%
XOM
XOM

Exxon Mobil

Purchase

$1,001 - $15,000

Sep 10, 2020

Reported on

Oct 15, 2020
Dividend Reinvestment
191.27%
MSFT
MSFT

Microsoft

Purchase

$1,001 - $15,000

Sep 10, 2020

Reported on

Oct 15, 2020
Dividend Reinvest
148.36%
TXN
TXN

Texas Instruments

Purchase

$1,001 - $15,000

Aug 17, 2020

Reported on

Sep 15, 2020
Dividend Reinvestment
56.65%
ACN
ACN

Accenture

Purchase

$1,001 - $15,000

Aug 14, 2020

Reported on

Sep 15, 2020
Dividend Reinvesment
22.67%
OKE
OKE

ONEOK

Purchase

$1,001 - $15,000

Aug 14, 2020

Reported on

Sep 15, 2020
Dividend Reinvestment
182.47%
MMP
MMP

Magellan Midstream

Purchase

$1,001 - $15,000

Aug 14, 2020

Reported on

Sep 15, 2020
Dividend Reinvestment
----
PH
PH

Parker Hannifin

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Aug 15, 2020
---
289.22%
AMP
AMP

Ameriprise Financial

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Aug 15, 2020
---
248.31%
MDT
MDT

Medtronic

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Aug 15, 2020
---
-7.07%
JNJ
JNJ

Johnson & Johnson

Purchase

$1,001 - $15,000

Jul 27, 2020

Reported on

Aug 15, 2020
---
11.22%
RTX
RTX

Raytheon Technologies