jefferson shreve

House / Republican / Indiana

Net Worth Est.

Trade volume

$6.23M

Total trades

160

Last Traded

Mar. 31, 2025

Trades
Current Portfolio
Networth

Trade volume

Top Traded Sectors

Finance
29
Electronic technology
26
Technology services
19
Health technology
16
Transportation
8
Energy minerals
8
Producer manufacturing
8
Consumer non-durables
7
Retail trade
6
Process industries
6

Trade Volume$6.23M

Total Trades$160

Ticker	Transaction	Transaction on	Description	Change Since Trade
HD HD Home Depot	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.44%
SPG SPG Simon Property Group	Sale $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.85%
LAZ LAZ Lazard	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.69%
AAPL AAPL Apple	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-11.09%
CEG CEG Constellation Energy	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	34.20%
NSC NSC Norfolk Southern	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-5.40%
HNI HNI HNI	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	4.31%
LEN LEN Lennar	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.54%
NKE NKE Nike	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-7.20%
NOW NOW ServiceNow	Sale $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	22.40%
ACN ACN Accenture	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.01%
COIN COIN Coinbase Global	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	19.90%
ADI ADI Analog Devices	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	0.55%
ITT ITT ITT	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	11.06%
TTD TTD Trade Desk	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	9.47%
IEX IEX IDEX	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	2.03%
NVDA NVDA NVIDIA	Sale (Partial) $100,001 - $250,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	8.29%
CZR CZR Caesars Entertainment	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	11.32%
UCB UCB United Community Banks	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	1.74%
RPD RPD Rapid7	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.83%
AMD AMD Advanced Micro Devices	Purchase $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.01%
BLK BLK BlackRock	Purchase $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-1.88%
XYZ XYZ Block	Purchase $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-7.77%
PWR PWR Quanta Services	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	28.35%
HOG HOG Harley-Davidson	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-7.33%
HUBB HUBB Hubbell	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	7.15%
AKAM AKAM Akamai Technologies	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	6.14%
CMCSA CMCSA Comcast	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-7.26%
APD APD Air Products & Chemicals	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-8.01%
LRCX LRCX Lam Research	Purchase $50,001 - $100,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	3.03%
NUE NUE Nucor	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.03%
GILD GILD Gilead Sciences	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-12.40%
EPAM EPAM EPAM Systems	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	6.44%
VICR VICR Vicor	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-12.16%
TXN TXN Texas Instruments	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-7.82%
DD DD DuPont de Nemours	Sale $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-11.29%
UNH UNH UnitedHealth Group	Purchase $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-26.39%
COST COST Costco Wholesale	Sale (Partial) $15,001 - $50,000	Mar 31, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	6.55%
A A Agilent Technologies	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-7.36%
ROST ROST Ross Stores	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	16.28%
CMG CMG Chipotle Mexican Grill	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	5.58%
HAL HAL Halliburton	Sale (Partial) $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-16.84%
DAL DAL Delta Air Lines	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	10.52%
AMAT AMAT Applied Mat	Purchase $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	4.03%
INTC INTC Intel	Purchase $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-11.39%
ARES ARES Ares Management	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	18.30%
SNPS SNPS Synopsys	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	13.05%
LFUS LFUS Littelfuse	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.05%
CSX CSX CSX	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.58%
JPM JPM JPMorgan Chase	Sale (Partial) $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	12.56%
RLI RLI RLI	Sale (Partial) $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.16%
CAT CAT Caterpillar	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-2.72%
WDC WDC Western Digital	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	5.40%
ADSK ADSK Autodesk	Sale $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	17.29%
SYK SYK Stryker	Sale (Partial) $50,001 - $100,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	5.17%
CZR CZR Caesars Entertainment	Purchase $15,001 - $50,000	Mar 13, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	4.51%
SNDR SNDR Schneider National	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-9.08%
LRCX LRCX Lam Research	Sale (Partial) $50,001 - $100,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-5.25%
MCD MCD McDonald's	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	1.96%
GS GS Goldman Sachs Group	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-4.61%
COP COP ConocoPhillips	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.07%
SYY SYY Sysco	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-3.82%
ADI ADI Analog Devices	Sale (Partial) $50,001 - $100,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-11.63%
HOMB HOMB Home BancShares	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.76%
CBOE CBOE Cboe Global Markets	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	7.43%
DG DG Dollar General	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	24.79%
VSH VSH Vishay Intertechnology	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-26.13%
VICR VICR Vicor	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-32.62%
JNJ JNJ Johnson & Johnson	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-5.73%
TT TT Trane Technologies	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	16.35%
ORCL ORCL Oracle	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-6.97%
ZTS ZTS Zoetis	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-3.18%
PYPL PYPL PayPal Holdings	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	1.41%
CNC CNC Centene	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	5.80%
MRVL MRVL Marvell Tech	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-36.07%
DIS DIS Walt Disney	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-3.83%
BDX BDX Becton Dickinson	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-25.06%
LGIH LGIH LGI Homes	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-23.26%
CG CG Carlyle Group	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-10.62%
BALL BALL Ball	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.17%
AMD AMD Advanced Micro Devices	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	0.03%
BKE BKE Buckle	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-2.07%
TDG TDG TransDigm Gr	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	0.73%
HIW HIW Highwoods Props	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	2.32%
TGT TGT Target	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-16.84%
AXP AXP American Express	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.18%
MPC MPC Marathon Petroleum	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	10.99%
VST VST Vistra	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	11.07%
NUE NUE Nucor	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-12.83%
ANET ANET Arista Networks	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-0.63%
IDA IDA Idacorp	Sale (Partial) $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	0.04%
HRI HRI Herc Holdings	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-7.48%
NVT NVT nVent Electric	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	8.54%
PCVX PCVX Vaxcyte	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	-57.44%
APP APP AppLovin	Sale $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	6.76%
AXON AXON Axon Enterprise	Purchase $15,001 - $50,000	Mar 05, 2025 Reported on Apr 11, 2025	Portfolio Rebalance	28.39%
HOG HOG Harley-Davidson	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-11.63%
AVB AVB AvalonBay Communities	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-7.48%
FIS FIS Fidelity National Info	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	12.33%
BUSE BUSE First Busey	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-7.88%
APD APD Air Products & Chemicals	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-12.85%
CSGP CSGP CoStar Group	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-2.12%
INTU INTU Intuit	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	15.66%
NVT NVT nVent Electric	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	0.41%
RPD RPD Rapid7	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-19.85%
MRP MRP Millrose Properties	Sale $1,001 - $15,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	12.20%
HAL HAL Halliburton	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-24.31%
ABBV ABBV AbbVie	Purchase $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-9.07%
PG PG Procter & Gamble	Sale (Partial) $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-6.97%
BC BC Brunswick	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-22.73%
AMGN AMGN Amgen	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-12.16%
GE GE GE Aerospace	Purchase $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	7.94%
HOPE HOPE Hope Bancorp	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-5.66%
ELV ELV Elevance Health	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	7.04%
MSTR MSTR Strategy	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	46.55%
SHW SHW Sherwin-Williams	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	2.82%
HD HD Home Depot	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-4.59%
AKAM AKAM Akamai Technologies	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	10.03%
PHM PHM PulteGroup	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	1.63%
APP APP AppLovin	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-17.28%
MRK MRK Merck & Co	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-14.92%
ALB ALB Albemarle	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-29.11%
UNP UNP Union Pacific	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-10.52%
PRI PRI Primerica	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-1.17%
NVDA NVDA NVIDIA	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-9.91%
UNH UNH UnitedHealth Group	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-16.46%
IEX IEX IDEX	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-6.09%
HUBB HUBB Hubbell	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-3.98%
PWR PWR Quanta Services	Sale $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	25.79%
TJX TJX TJX Companies	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	5.45%
AVGO AVGO Broadcom	Purchase $100,001 - $250,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-0.08%
LEN LEN Lennar	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-8.55%
ACGL ACGL Arch Capital Group	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	5.59%
PFE PFE Pfizer	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-13.81%
BA BA Boeing	Sale (Partial) $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	6.55%
LOW LOW Lowe's Companies	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-5.31%
PLD PLD Prologis	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-12.62%
EPAM EPAM EPAM Systems	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-13.34%
EXPO EXPO Exponent	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-8.94%
TTD TTD Trade Desk	Sale $1,001 - $15,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-19.27%
XOM XOM Exxon Mobil	Purchase $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-4.67%
XYZ XYZ Block	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-23.98%
VRTX VRTX Vertex Pharmaceuticals	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-10.81%
NSC NSC Norfolk Southern	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-8.21%
CI CI Cigna Group	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	10.66%
CAT CAT Caterpillar	Sale (Partial) $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-4.33%
RGLD RGLD Royal Gold	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	18.27%
ITT ITT ITT	Sale (Partial) $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	1.93%
RTX RTX RTX	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	2.58%
UPS UPS United Parcel Service	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-16.54%
BLK BLK BlackRock	Sale $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-2.54%
QCOM QCOM Qualcomm	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-9.93%
JNJ JNJ Johnson & Johnson	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-4.93%
MSFT MSFT Microsoft	Sale (Partial) $50,001 - $100,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	8.46%
LIN LIN Linde	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-1.16%
CMCSA CMCSA Comcast	Sale $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-5.73%
ORCL ORCL Oracle	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-11.57%
OXY OXY Occidental Petroleum	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-16.89%
DVN DVN Devon Energy	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-14.42%
ADBE ADBE Adobe	Purchase $15,001 - $50,000	Feb 24, 2025 Reported on Mar 09, 2025	Portfolio Rebalance	-13.60%
- Comcast 6.50% Maturing 11/15/35	Purchase $15,001 - $50,000	Jan 16, 2025 Reported on Feb 12, 2025	Part Of Monthly Rebalance	----

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jefferson shreve

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