Congress.wiki Alpha

Color Theme:

About How Congress Works Support Us Roadmap Privacy Policy

Terms of Service

This is not an official government website.

Copyright © 2026 PLEJ LC. All rights reserved.

Hon. Julia Letlow - PTR Financial Disclosure · Congress.wiki

HousePeriodic Transaction Report

Hon. Julia Letlow

LA-05

Filed January 14, 2026

View Original Document

Transactions

224

Assets

0

Liabilities

0

Details

Report Title: Periodic Transaction Report
Submission Method: Electronic
Signed By: Hon. Julia Letlow
Signed Date: January 13, 2026

Transactions

224 transactions

US Treasury Note 8/15/2034

PurchaseGovernment Securities and Agency Debt

December 17, 2025Self

$1,001 - $15,000

US Treasury Note 10/31/2026

SaleGovernment Securities and Agency Debt

Open search page

December 17, 2025

Self

$1,001 - $15,000

CRMSalesforce, Inc. Common Stock (CRM)

SaleStocks (including ADRs)

December 16, 2025Self

$1,001 - $15,000

URIUnited Rentals, Inc. Common Stock (URI)

PurchaseStocks (including ADRs)

December 16, 2025Self

$1,001 - $15,000

PINSPinterest, Inc. Class A Common Stock (PINS)

SaleStocks (including ADRs)

December 16, 2025Self

$1,001 - $15,000

WATWaters Corporation Common Stock (WAT)

PurchaseStocks (including ADRs)

December 8, 2025Self

$1,001 - $15,000

ABBVAbbVie Inc. Common Stock (ABBV)

SaleStocks (including ADRs)

December 8, 2025Self

$1,001 - $15,000

WBDWarner Bros. Discovery, Inc. - Series A Common Stock (WBD)

SaleStocks (including ADRs)

December 8, 2025Self

$1,001 - $15,000

AZNAstraZeneca PLC - American Depositary Shares (AZN)

PurchaseStocks (including ADRs)

December 8, 2025Self

$1,001 - $15,000

ICONIcon Energy Corp. - Common stock (ICON)

PurchaseStocks (including ADRs)

December 8, 2025Self

$1,001 - $15,000

DVNDevon Energy Corporation Common Stock (DVN)

PurchaseStocks (including ADRs)

December 8, 2025Self

$1,001 - $15,000

MTDMettler-Toledo International, Inc. Common Stock (MTD)

SaleStocks (including ADRs)

December 8, 2025Self

$1,001 - $15,000

ABTAbbott Laboratories Common Stock (ABT)

SaleStocks (including ADRs)

December 8, 2025Self

$1,001 - $15,000

STTState Street Corporation Common Stock (STT)

Sale (partial)Stocks (including ADRs)

November 21, 2025Self

$1,001 - $15,000

KOCoca-Cola Company (KO)

PurchaseStocks (including ADRs)

November 3, 2025Self

$1,001 - $15,000

SFStifel Financial Corporation Common Stock (SF)

PurchaseStocks (including ADRs)

November 3, 2025Self

$1,001 - $15,000

EXRExtra Space Storage Inc Common Stock (EXR)

SaleStocks (including ADRs)

November 3, 2025Self

$1,001 - $15,000

CMGChipotle Mexican Grill, Inc. Common Stock (CMG)

SaleStocks (including ADRs)

November 3, 2025Self

$1,001 - $15,000

DISWalt Disney Company (DIS)

PurchaseStocks (including ADRs)

November 3, 2025Self

$1,001 - $15,000

US Treasury Note 3/31/2025

PurchaseGovernment Securities and Agency Debt

October 25, 2025Self

$1,001 - $15,000

UHSUniversal Health Services, Inc. Common Stock (UHS)

PurchaseStocks (including ADRs)

October 23, 2025Self

$1,001 - $15,000

RELXRELX PLC PLC American Depositary Shares (RELX)

PurchaseStocks (including ADRs)

October 22, 2025Self

$1,001 - $15,000

AMZNAmazon.com, Inc. - Common Stock (AMZN)

Sale (partial)Stocks (including ADRs)

October 22, 2025Self

$1,001 - $15,000

IBMInternational Business Machines Corporation Common Stock (IBM)

PurchaseStocks (including ADRs)

October 22, 2025Self

$1,001 - $15,000

RBLXRoblox Corporation Class A Common Stock (RBLX)

SaleStocks (including ADRs)

October 22, 2025Self

$1,001 - $15,000

ADBEAdobe Inc. - Common Stock (ADBE)

SaleStocks (including ADRs)

October 16, 2025Self

$1,001 - $15,000

RBLXRoblox Corporation Class A Common Stock (RBLX)

PurchaseStocks (including ADRs)

October 16, 2025Self

$1,001 - $15,000

AVGOBroadcom Inc. - Common Stock (AVGO)

Sale (partial)Stocks (including ADRs)

October 16, 2025Self

$1,001 - $15,000

PGProcter & Gamble Company (PG)

PurchaseStocks (including ADRs)

October 16, 2025Self

$1,001 - $15,000

SYKStryker Corporation Common Stock (SYK)

SaleStocks (including ADRs)

October 16, 2025Self

$1,001 - $15,000

JCIJohnson Controls International plc Ordinary Share (JCI)

SaleStocks (including ADRs)

October 2, 2025Self

$1,001 - $15,000

AMZNAmazon.com, Inc. - Common Stock (AMZN)

PurchaseStocks (including ADRs)

October 1, 2025Self

$1,001 - $15,000

INTUIntuit Inc. - Common Stock (INTU)

PurchaseStocks (including ADRs)

October 1, 2025Self

$1,001 - $15,000

KVUEKenvue Inc. Common Stock (KVUE)

SaleStocks (including ADRs)

October 1, 2025Self

$1,001 - $15,000

TWTradeweb Markets Inc. - Class A Common Stock (TW)

SaleStocks (including ADRs)

October 1, 2025Self

$1,001 - $15,000

MUMicron Technology, Inc. - Common Stock (MU)

Sale (partial)Stocks (including ADRs)

October 1, 2025Self

$1,001 - $15,000

GTESGates Industrial Corporation plc Ordinary Shares (GTES)

PurchaseStocks (including ADRs)

September 22, 2025Self

$1,001 - $15,000

DEDeere & Company Common Stock (DE)

SaleStocks (including ADRs)

September 22, 2025Self

$1,001 - $15,000

DYDycom Industries, Inc. Common Stock (DY)

PurchaseStocks (including ADRs)

September 22, 2025Self

$1,001 - $15,000

INTCIntel Corporation - Common Stock (INTC)

PurchaseStocks (including ADRs)

September 22, 2025Self

$1,001 - $15,000

MUMicron Technology, Inc. - Common Stock (MU)

Sale (partial)Stocks (including ADRs)

September 17, 2025Self

$1,001 - $15,000

DLTRDollar Tree, Inc. - Common Stock (DLTR)

PurchaseStocks (including ADRs)

September 17, 2025Self

$1,001 - $15,000

CMGChipotle Mexican Grill, Inc. Common Stock (CMG)

PurchaseStocks (including ADRs)

August 26, 2025Self

$1,001 - $15,000

AIZAssurant, Inc. Common Stock (AIZ)

PurchaseStocks (including ADRs)

August 26, 2025Self

$1,001 - $15,000

ACIAlbertsons Companies, Inc. Class A Common Stock (ACI)

SaleStocks (including ADRs)

August 26, 2025Self

$1,001 - $15,000

LOWLowe's Companies, Inc. Common Stock (LOW)

PurchaseStocks (including ADRs)

August 8, 2025Self

$1,001 - $15,000

CFCF Industries Holdings, Inc. Common Stock (CF)

SaleStocks (including ADRs)

August 8, 2025Self

$1,001 - $15,000

GLOBGlobant S.A. Common Shares (GLOB)

SaleStocks (including ADRs)

August 8, 2025Self

$1,001 - $15,000

DINOHF Sinclair Corporation Common Stock (DINO)

Sale (partial)Stocks (including ADRs)

August 8, 2025Self

$1,001 - $15,000

HUMHumana Inc. Common Stock (HUM)

PurchaseStocks (including ADRs)

August 8, 2025Self

$1,001 - $15,000

CNCCentene Corporation Common Stock (CNC)

SaleStocks (including ADRs)

August 8, 2025Self

$1,001 - $15,000

TTWOTake-Two Interactive Software, Inc. - Common Stock (TTWO)

PurchaseStocks (including ADRs)

July 29, 2025Self

$1,001 - $15,000

AJGArthur J. Gallagher & Co. Common Stock (AJG)

SaleStocks (including ADRs)

July 29, 2025Self

$1,001 - $15,000

TWTradeweb Markets Inc. - Class A Common Stock (TW)

PurchaseStocks (including ADRs)

July 29, 2025Self

$1,001 - $15,000

TPRTapestry, Inc. Common Stock (TPR)

SaleStocks (including ADRs)

July 29, 2025Self

$1,001 - $15,000

GLOBGlobant S.A. Common Shares (GLOB)

PurchaseStocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

MTDMettler-Toledo International, Inc. Common Stock (MTD)

PurchaseStocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

BABoeing Company (BA)

Sale (partial)Stocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

TMOThermo Fisher Scientific Inc Common Stock (TMO)

PurchaseStocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

AIGAmerican International Group, Inc. New Common Stock (AIG)

Sale (partial)Stocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

WBDWarner Bros. Discovery, Inc. - Series A Common Stock (WBD)

Sale (partial)Stocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

CRMSalesforce, Inc. Common Stock (CRM)

PurchaseStocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

JCIJohnson Controls International plc Ordinary Share (JCI)

Sale (partial)Stocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

WSMWilliams-Sonoma, Inc. Common Stock (WSM)

PurchaseStocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

EXEExpand Energy Corporation - Common Stock (EXE)

Sale (partial)Stocks (including ADRs)

July 25, 2025Self

$1,001 - $15,000

WDAYWorkday, Inc. - Class A Common Stock (WDAY)

SaleStocks (including ADRs)

July 24, 2025Self

$1,001 - $15,000

VVisa Inc. (V)

PurchaseStocks (including ADRs)

July 24, 2025Self

$1,001 - $15,000

DGXQuest Diagnostics Incorporated Common Stock (DGX)

SaleStocks (including ADRs)

July 24, 2025Self

$1,001 - $15,000

ACNAccenture plc Class A Ordinary Shares (ACN)

SaleStocks (including ADRs)

July 24, 2025Self

$1,001 - $15,000

TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM)

Sale (partial)Stocks (including ADRs)

July 24, 2025Self

$1,001 - $15,000

GSGoldman Sachs Group, Inc. (GS)

SaleStocks (including ADRs)

July 24, 2025Self

$1,001 - $15,000

GOOGLAlphabet Inc. - Class A Common Stock (GOOGL)

PurchaseStocks (including ADRs)

July 2, 2025Self

$1,001 - $15,000

BKThe Bank of New York Mellon Corporation Common Stock (BK)

SaleStocks (including ADRs)

July 2, 2025Self

$1,001 - $15,000

SYFSynchrony Financial Common Stock (SYF)

PurchaseStocks (including ADRs)

July 2, 2025Self

$1,001 - $15,000

METAMeta Platforms, Inc. - Class A Common Stock (META)

SaleStocks (including ADRs)

July 2, 2025Self

$1,001 - $15,000

TAT&T Inc. (T)

Sale (partial)Stocks (including ADRs)

July 2, 2025Self

$1,001 - $15,000

US Treasury Note 5/31/2026

PurchaseGovernment Securities and Agency Debt

June 26, 2025Self

$15,001 - $50,000

PFEPfizer, Inc. Common Stock (PFE)

PurchaseStocks (including ADRs)

June 17, 2025Self

$1,001 - $15,000

CSCOCisco Systems, Inc. - Common Stock (CSCO)

PurchaseStocks (including ADRs)

June 17, 2025Self

$1,001 - $15,000

WDAYWorkday, Inc. - Class A Common Stock (WDAY)

Sale (partial)Stocks (including ADRs)

June 17, 2025Self

$1,001 - $15,000

AMDAdvanced Micro Devices, Inc. (AMD)

PurchaseStocks (including ADRs)

June 17, 2025Self

$1,001 - $15,000

STTState Street Corporation Common Stock (STT)

PurchaseStocks (including ADRs)

May 27, 2025Self

$1,001 - $15,000

UNHUnitedHealth Group Incorporated Common Stock (UNH)

SaleStocks (including ADRs)

May 27, 2025Self

$1,001 - $15,000

LVSLas Vegas Sands Corp. Common Stock (LVS)

SaleStocks (including ADRs)

May 8, 2025Self

$1,001 - $15,000

MSFTMicrosoft Corporation - Common Stock (MSFT)

PurchaseStocks (including ADRs)

May 8, 2025Self

$1,001 - $15,000

AAPLApple Inc. - Common Stock (AAPL)

Sale (partial)Stocks (including ADRs)

May 1, 2025Self

$1,001 - $15,000

TMOThermo Fisher Scientific Inc Common Stock (TMO)

SaleStocks (including ADRs)

April 28, 2025Self

$1,001 - $15,000

ABBVAbbVie Inc. Common Stock (ABBV)

PurchaseStocks (including ADRs)

April 28, 2025Self

$1,001 - $15,000

BMYBristol-Myers Squibb Company Common Stock (BMY)

SaleStocks (including ADRs)

April 28, 2025Self

$1,001 - $15,000

DHRDanaher Corporation Common Stock (DHR)

PurchaseStocks (including ADRs)

April 28, 2025Self

$1,001 - $15,000

DGXQuest Diagnostics Incorporated Common Stock (DGX)

PurchaseStocks (including ADRs)

April 28, 2025Self

$1,001 - $15,000

CIThe Cigna Group Common Stock (CI)

SaleStocks (including ADRs)

April 22, 2025Self

$1,001 - $15,000

DBXDropbox, Inc. - Class A Common Stock (DBX)

SaleStocks (including ADRs)

April 22, 2025Self

$1,001 - $15,000

ACNAccenture plc Class A Ordinary Shares (ACN)

PurchaseStocks (including ADRs)

April 22, 2025Self

$1,001 - $15,000

UNHUnitedHealth Group Incorporated Common Stock (UNH)

PurchaseStocks (including ADRs)

April 22, 2025Self

$1,001 - $15,000

MUMicron Technology, Inc. - Common Stock (MU)

PurchaseStocks (including ADRs)

April 14, 2025Self

$1,001 - $15,000

TTWOTake-Two Interactive Software, Inc. - Common Stock (TTWO)

PurchaseStocks (including ADRs)

April 14, 2025Self

$1,001 - $15,000

CNCCentene Corporation Common Stock (CNC)

PurchaseStocks (including ADRs)

April 14, 2025Self

$1,001 - $15,000

CCitigroup, Inc. Common Stock (C)

SaleStocks (including ADRs)

April 11, 2025Self

$1,001 - $15,000

DOVDover Corporation Common Stock (DOV)

SaleStocks (including ADRs)

April 11, 2025Self

$1,001 - $15,000

JCIJohnson Controls International plc Ordinary Share (JCI)

PurchaseStocks (including ADRs)

March 19, 2025Self

$1,001 - $15,000

HPEHewlett Packard Enterprise Company Common Stock (HPE)

SaleStocks (including ADRs)

March 13, 2025Self

$1,001 - $15,000

GLOBGlobant S.A. Common Shares (GLOB)

PurchaseStocks (including ADRs)

February 28, 2025Self

$1,001 - $15,000

SLBSchlumberger N.V. Common Stock (SLB)

SaleStocks (including ADRs)

February 24, 2025Self

$1,001 - $15,000

AFGAmerican Financial Group, Inc. Common Stock (AFG)

SaleStocks (including ADRs)

February 24, 2025Self

$1,001 - $15,000

AIGAmerican International Group, Inc. New Common Stock (AIG)

PurchaseStocks (including ADRs)

February 24, 2025Self

$1,001 - $15,000

METAMeta Platforms, Inc. - Class A Common Stock (META)

Sale (partial)Stocks (including ADRs)

February 7, 2025Self

$1,001 - $15,000

CRMSalesforce, Inc. Common Stock (CRM)

SaleStocks (including ADRs)

February 7, 2025Self

$1,001 - $15,000

EXRExtra Space Storage Inc Common Stock (EXR)

PurchaseStocks (including ADRs)

February 7, 2025Self

$1,001 - $15,000

IRIngersoll Rand Inc. Common Stock (IR)

SaleStocks (including ADRs)

January 31, 2025Self

$1,001 - $15,000

DEDeere & Company Common Stock (DE)

PurchaseStocks (including ADRs)

January 31, 2025Self

$1,001 - $15,000

CCitigroup, Inc. Common Stock (C)

PurchaseStocks (including ADRs)

January 31, 2025Self

$1,001 - $15,000

METAMeta Platforms, Inc. - Class A Common Stock (META)

PurchaseStocks (including ADRs)

January 31, 2025Self

$1,001 - $15,000

NVDANVIDIA Corporation - Common Stock (NVDA)

Sale (partial)Stocks (including ADRs)

January 31, 2025Self

$1,001 - $15,000

AAPLApple Inc. - Common Stock (AAPL)

PurchaseStocks (including ADRs)

January 31, 2025Self

$1,001 - $15,000

MSFTMicrosoft Corporation - Common Stock (MSFT)

Sale (partial)Stocks (including ADRs)

January 31, 2025Self

$1,001 - $15,000

ACIAlbertsons Companies, Inc. Class A Common Stock (ACI)

PurchaseStocks (including ADRs)

January 24, 2025Self

$1,001 - $15,000

ADBEAdobe Inc. - Common Stock (ADBE)

PurchaseStocks (including ADRs)

January 24, 2025Self

$1,001 - $15,000

UHIDUniversal Health Services, Inc. (UHID)

SaleStocks (including ADRs)

January 24, 2025Self

$1,001 - $15,000

TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM)

Sale (partial)Stocks (including ADRs)

January 24, 2025Self

$1,001 - $15,000

ABBVAbbVie Inc. Common Stock (ABBV)

SaleStocks (including ADRs)

January 24, 2025Self

$1,001 - $15,000

HPEHewlett Packard Enterprise Company Common Stock (HPE)

PurchaseStocks (including ADRs)

January 24, 2025Self

$1,001 - $15,000

PVHPVH Corp. Common Stock (PVH)

SaleStocks (including ADRs)

January 24, 2025Self

$1,001 - $15,000

MMM3M Company Common Stock (MMM)

PurchaseStocks (including ADRs)

January 17, 2025Self

$1,001 - $15,000

ACNAccenture plc Class A Ordinary Shares (ACN)

SaleStocks (including ADRs)

January 15, 2025Self

$1,001 - $15,000

NEENextEra Energy, Inc. Common Stock (NEE)

SaleStocks (including ADRs)

January 15, 2025Self

$1,001 - $15,000

MCKMcKesson Corporation Common Stock (MCK)

PurchaseStocks (including ADRs)

December 18, 2024Self

$1,001 - $15,000

MTDMettler-Toledo International, Inc. Common Stock (MTD)

PurchaseStocks (including ADRs)

December 18, 2024Self

$1,001 - $15,000

AAPLApple Inc. - Common Stock (AAPL)

Sale (partial)Stocks (including ADRs)

December 18, 2024Self

$1,001 - $15,000

MUMicron Technology, Inc. - Common Stock (MU)

PurchaseStocks (including ADRs)

December 18, 2024Self

$1,001 - $15,000

AVGOBroadcom Inc. - Common Stock (AVGO)

Sale (partial)Stocks (including ADRs)

December 18, 2024Self

$1,001 - $15,000

CVS Health Corp

SaleCorporate Securities (Bonds and Notes)

December 11, 2024Self

$1,001 - $15,000

CRMSalesforce, Inc. Common Stock (CRM)

Sale (partial)Stocks (including ADRs)

December 6, 2024Self

$1,001 - $15,000

AZPNAspen Technology, Inc. - Common Stock (AZPN)

SaleStocks (including ADRs)

December 6, 2024Self

$1,001 - $15,000

MSFTMicrosoft Corporation - Common Stock (MSFT)

PurchaseStocks (including ADRs)

December 6, 2024Self

$1,001 - $15,000

TPRTapestry, Inc. Common Stock (TPR)

Sale (partial)Stocks (including ADRs)

November 26, 2024Self

$1,001 - $15,000

AFGAmerican Financial Group, Inc. Common Stock (AFG)

PurchaseStocks (including ADRs)

November 19, 2024Self

$1,001 - $15,000

AMGNAmgen Inc. - Common Stock (AMGN)

SaleStocks (including ADRs)

November 19, 2024Self

$1,001 - $15,000

KHCThe Kraft Heinz Company - Common Stock (KHC)

SaleStocks (including ADRs)

November 19, 2024Self

$1,001 - $15,000

WATWaters Corporation Common Stock (WAT)

SaleStocks (including ADRs)

November 19, 2024Self

$1,001 - $15,000

WDAYWorkday, Inc. - Class A Common Stock (WDAY)

PurchaseStocks (including ADRs)

November 19, 2024Self

$1,001 - $15,000

US Treasury Note 4/30/2025

Sale (partial)Government Securities and Agency Debt

November 5, 2024Self

$1,001 - $15,000

US Treasury Note 10/31/2029

PurchaseGovernment Securities and Agency Debt

November 5, 2024Self

$1,001 - $15,000

WBDWarner Bros. Discovery, Inc. - Series A Common Stock (WBD)

PurchaseStocks (including ADRs)

November 1, 2024Self

$1,001 - $15,000

NEENextEra Energy, Inc. Common Stock (NEE)

PurchaseStocks (including ADRs)

November 1, 2024Self

$1,001 - $15,000

JPMorgan Chase & Co

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 4/30/2025

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

Walmart Inc.

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

Pepsico Inc.

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

US Treasury Bond 8/15/2041

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

The Walt Disney Company

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

CVS Health Corp

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

US Treasury Bond 8/15/2048

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

Microsoft Corp

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 11/15/2032

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 10/31/2026

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 1/31/2029

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

AT&T Inc.

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 5/15/2050

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

Anheuser Busch InBev Fin

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 8/15/2031

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 8/15/2028

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 8/15/2034

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

US Treasury Note 4/30/2025

PurchaseGovernment Securities and Agency Debt

October 25, 2024Self

$1,001 - $15,000

Visa Inc.

PurchaseCorporate Securities (Bonds and Notes)

October 25, 2024Self

$1,001 - $15,000

TAT&T Inc. (T)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

UNHUnitedHealth Group Incorporated Common Stock (UNH)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

AZPNAspen Technology, Inc. - Common Stock (AZPN)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

AJGArthur J. Gallagher & Co. Common Stock (AJG)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

AAPLApple Inc. - Common Stock (AAPL)

PurchaseStocks (including ADRs)

October 23, 2024Self

$15,001 - $50,000

VRTXVertex Pharmaceuticals Incorporated - Common Stock (VRTX)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

VVisa Inc. (V)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

AMGNAmgen Inc. - Common Stock (AMGN)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

AMZNAmazon.com, Inc. - Common Stock (AMZN)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

AAAlcoa Corporation Common Stock (AA)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

WATWaters Corporation Common Stock (WAT)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

ACNAccenture plc Class A Ordinary Shares (ACN)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

WFCWells Fargo & Company Common Stock (WFC)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

HCNWelltower Inc. (HCN)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

WSMWilliams-Sonoma, Inc. Common Stock (WSM)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

ABBVAbbVie Inc. Common Stock (ABBV)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

WDAYWorkday, Inc. - Class A Common Stock (WDAY)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

DOVDover Corporation Common Stock (DOV)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

ABTAbbott Laboratories Common Stock (ABT)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

NEENextEra Energy, Inc. Common Stock (NEE)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

NUENucor Corporation Common Stock (NUE)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

NVDANVIDIA Corporation - Common Stock (NVDA)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

PHParker-Hannifin Corporation Common Stock (PH)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

MSFTMicrosoft Corporation - Common Stock (MSFT)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

PMPhilip Morris International Inc Common Stock (PM)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

PINSPinterest, Inc. Class A Common Stock (PINS)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

PNCPNC Financial Services Group, Inc. (PNC)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

PEGPublic Service Enterprise Group Incorporated Common Stock (PEG)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

PVHPVH Corp. Common Stock (PVH)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

METAMeta Platforms, Inc. - Class A Common Stock (META)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

MKCMcCormick & Company, Incorporated Common Stock (MKC)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

LOWLowe's Companies, Inc. Common Stock (LOW)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

LVSLas Vegas Sands Corp. Common Stock (LVS)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

SAIASaia, Inc. - Common Stock (SAIA)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

CRMSalesforce, Inc. Common Stock (CRM)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

KVUEKenvue Inc. Common Stock (KVUE)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

JPMJP Morgan Chase & Co. Common Stock (JPM)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

ICEIntercontinental Exchange Inc. Common Stock (ICE)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

SLBSchlumberger N.V. Common Stock (SLB)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

IRIngersoll Rand Inc. Common Stock (IR)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

DINOHF Sinclair Corporation Common Stock (DINO)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

GSGoldman Sachs Group, Inc. (GS)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

EXEExpand Energy Corporation - Common Stock (EXE)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

SYKStryker Corporation Common Stock (SYK)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

DUKDuke Energy Corporation (DUK)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

DBXDropbox, Inc. - Class A Common Stock (DBX)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

TSMTaiwan Semiconductor Manufacturing Company Ltd. (TSM)

PurchaseStocks (including ADRs)

October 23, 2024Self

$15,001 - $50,000

CVXChevron Corporation Common Stock (CVX)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

TPRTapestry, Inc. Common Stock (TPR)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

CFCF Industries Holdings, Inc. Common Stock (CF)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

BKThe Bank of New York Mellon Corporation Common Stock (BK)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

BXPBXP, Inc. Common Stock (BXP)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

AVGOBroadcom Inc. - Common Stock (AVGO)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

CIThe Cigna Group Common Stock (CI)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

KHCThe Kraft Heinz Company - Common Stock (KHC)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

TMOThermo Fisher Scientific Inc Common Stock (TMO)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

BMYBristol-Myers Squibb Company Common Stock (BMY)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

BAHBooz Allen Hamilton Holding Corporation Common Stock (BAH)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000

BABoeing Company (BA)

PurchaseStocks (including ADRs)

October 23, 2024Self

$1,001 - $15,000