“...pleasure and pain, they come and go and don't last... bear them patiently”—Gita
Base report: annual report CY2025 · trades through 2026-07-01 · later PTRs: 1 2 3
Estimated total: $16.8M–$60.8M across 499 positions.
Based on the annual report CY2025 and trades reported after it, Rep. Robert P. Bresnahan, Jr. holds an estimated 499 positions worth $16.8M–$60.8M in total. The largest estimated holding is KUHCON Investments, Inc. ⇒ GreenArrow ⇒ Kuharchik Constructi ($5M–$25M). Disclosures give value ranges, not exact amounts, so treat this as a rough estimate for education, not investment advice.
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| KUHCON Investments, Inc. ⇒ GreenArrow ⇒ Kuharchik Constructi | Other | $5M–$25M | High | Report |
| KCI Holdings LLC ⇒ KCI Office Building | Real estate | $1M–$5M | High | Report |
| SPY LPL Account I ⇒ State Street SPDR S&P 500 ETF Trust (SPY) | Fund/ETF | $815K–$1.6M | High | Report |
| NVDA JP Morgan Brokerage Account ⇒ NVIDIA Corporation - Common St | Stock | $515K–$1.1M | High | Report |
| AAPL JP Morgan Brokerage Account ⇒ Apple Inc. - Common Stock (AAP | Stock | $500K–$1M | High | Report |
| RPB Ventures LLC ⇒ Employment Insurance | Other | $500K–$1M | High | Report |
| BRK.B LPL Account I ⇒ Berkshire Hathaway Inc. New Common Stock (BR | Stock | $450K–$950K | High | Report |
| MINT LPL Account II ⇒ PIMCO Enhanced Short Maturity Active Exchan | Fund/ETF | $295K–$650K | High | Report |
| MSFT JP Morgan Brokerage Account ⇒ Microsoft Corporation - Common | Stock | $266K–$565K | High | Report |
| AMZN JP Morgan Brokerage Account ⇒ Amazon.com, Inc. - Common Stoc | Stock | $265K–$550K | High | Report |
| GOOGL JP Morgan Brokerage Account ⇒ Alphabet Inc. - Class A Common | Stock | $251K–$515K | High | Report |
| 214 Wyoming Ave LLC ⇒ Wyoming Office Building | Real estate | $250K–$500K | High | Report |
| R2D1 LLC ⇒ Wyoming Borough Property | Real estate | $250K–$500K | High | Report |
| AVGO JP Morgan Brokerage Account ⇒ Broadcom Inc. - Common Stock ( | Stock | $131K–$365K | High | Report |
| QQQ LPL Account III ⇒ Invesco QQQ Trust, Series 1 (QQQ) | Fund/ETF | $150K–$350K | High | Report |
| GOOG JP Morgan Brokerage Account ⇒ Alphabet Inc. - Class C Capita | Stock | $116K–$315K | High | Report |
| META JP Morgan Brokerage Account ⇒ Meta Platforms, Inc. - Class A | Stock | $115K–$300K | High | Report |
| TSLA JP Morgan Brokerage Account ⇒ Tesla, Inc. - Common Stock (TS | Stock | $115K–$300K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Universi | Bond | $150K–$300K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Allegheny County PA Higher | Bond | $101K–$265K | High | Report |
| LLY JP Morgan Brokerage Account ⇒ Eli Lilly and Company Common S | Stock | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Avon Grove PA School Distri | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Bucks County, PA Water & Se | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Manheim, PA School District | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Metropolitan Council Minnea | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Multnomah County OR School | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Municipa | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Turnpike | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Pine-Richland PA School Dis | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Salt Lake & Sandy UT Water | Bond | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Weld County CO School Distr | Bond | $100K–$250K | High | Report |
| SGOV LPL Account II ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV) | Fund/ETF | $100K–$250K | High | Report |
| RPB Ventures LLC ⇒ Haven at Town Center LLC ⇒ Haven at Town | Real estate | $100K–$250K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Higher E | Bond | $100K–$200K | High | Report |
| FTZIX LPL Account I ⇒ FullerThaler Behavioral Unconstrained Equity | Fund/ETF | $80K–$200K | High | Report |
| VSLU LPL Account III ⇒ Applied Finance Valuation Large Cap ETF (V | Fund/ETF | $80K–$200K | High | Report |
| XOM JP Morgan Brokerage Account ⇒ ExxonMobil Holdings Corporatio | Stock | $65K–$150K | High | Report |
| NFLX JP Morgan Brokerage Account ⇒ Netflix, Inc. - Common Stock ( | Stock | $65K–$150K | High | Report |
| IWM LPL Account III ⇒ iShares Russell 2000 Index Fund (IWM) | Fund/ETF | $65K–$150K | High | Report |
| BUFR LPL Account I ⇒ FT Vest Laddered Buffer ETF (BUFR) | Fund/ETF | $45K–$150K | High | Report |
| COST JP Morgan Brokerage Account ⇒ Costco Wholesale Corporation - | Stock | $53K–$145K | High | Report |
| PRWCX LPL Account III ⇒ T. Rowe Price Capital Appreciation Fund (P | Fund/ETF | $52K–$130K | High | Report |
| MA JP Morgan Brokerage Account ⇒ Mastercard Incorporated Common | Stock | $51K–$115K | High | Report |
| V JP Morgan Brokerage Account ⇒ Visa Inc. (V) | Stock | $51K–$115K | High | Report |
| ORCL JP Morgan Brokerage Account ⇒ Oracle Corporation Common Stoc | Stock | $31K–$115K | High | Report |
| ABBV JP Morgan Brokerage Account ⇒ AbbVie Inc. Common Stock (ABBV | Stock | $50K–$100K | High | Report |
| BAC JP Morgan Brokerage Account ⇒ Bank of America Corporation Co | Stock | $50K–$100K | High | Report |
| C JP Morgan Brokerage Account ⇒ Citigroup, Inc. Common Stock ( | Stock | $50K–$100K | High | Report |
| GE JP Morgan Brokerage Account ⇒ GE Aerospace Common Stock (GE) | Stock | $50K–$100K | High | Report |
| JNJ JP Morgan Brokerage Account ⇒ Johnson & Johnson Common Stock | Stock | $50K–$100K | High | Report |
| JPM JP Morgan Brokerage Account ⇒ JP Morgan Chase & Co. Common S | Stock | $50K–$100K | High | Report |
| PLTR JP Morgan Brokerage Account ⇒ Palantir Technologies Inc. - C | Stock | $50K–$100K | High | Report |
| JP Morgan Brokerage Account ⇒ Sweep Account | Cash | $50K–$100K | High | Report |
| WMT JP Morgan Brokerage Account ⇒ Walmart Inc. - Common Stock (W | Stock | $50K–$100K | High | Report |
| WFC JP Morgan Brokerage Account ⇒ Wells Fargo & Company Common S | Stock | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Arlington TX Independent Sc | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Cherry Creek CO School Dist | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Columbia, MO School Distric | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Delaware Valley PA Municipa | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Florida State Right of Way | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Grand Junction CO Municipal | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Indiana State Fin Auth Rev | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Turnpike | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Turnpike | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Phoenix AZ Civic Impt Munic | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ University of Minnesota Mun | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ University of Washington WA | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Washington State Bid Group | Bond | $50K–$100K | High | Report |
| JP Morgan Brokerage Account #4 ⇒ Wilson PA School District M | Bond | $50K–$100K | High | Report |
| CLOA LPL Account II ⇒ iShares AAA CLO Active ETF (CLOA) | Fund/ETF | $50K–$100K | High | Report |
| Philadelphia, PA Municipal Bond | Stock | $50K–$100K | Medium | Later trade |
| Parkland, PA School District Municipal Bond | Stock | $50K–$100K | Medium | Later trade |
| Pennsylvania State Turnpike Commission Bond | Stock | $50K–$100K | Medium | Later trade |
| CVX JP Morgan Brokerage Account ⇒ Chevron Corporation Common Sto | Stock | $30K–$100K | High | Report |
| CB JP Morgan Brokerage Account ⇒ Chubb Limited Common Stock (CB | Stock | $30K–$100K | High | Report |
| INTU JP Morgan Brokerage Account ⇒ Intuit Inc. - Common Stock (IN | Stock | $30K–$100K | High | Report |
| LRCX JP Morgan Brokerage Account ⇒ Lam Research Corporation - Com | Stock | $30K–$100K | High | Report |
| NOW JP Morgan Brokerage Account ⇒ ServiceNow, Inc. Common Stock | Stock | $30K–$100K | High | Report |
| ANET JP Morgan Brokerage Account ⇒ Arista Networks, Inc. Common S | Stock | $17K–$80K | High | Report |
| BMY JP Morgan Brokerage Account ⇒ Bristol-Myers Squibb Company C | Stock | $17K–$80K | High | Report |
| CTAS JP Morgan Brokerage Account ⇒ Cintas Corporation - Common St | Stock | $17K–$80K | High | Report |
| INTC JP Morgan Brokerage Account ⇒ Intel Corporation - Common Sto | Stock | $17K–$80K | High | Report |
| BUFZ LPL Account III ⇒ FT Vest Laddered Moderate Buffer ETF (BUFZ | Fund/ETF | $17K–$80K | High | Report |
| SPTM Roth IRA ⇒ State Street SPDR Portfolio S&P 1500 Composite St | Fund/ETF | $17K–$80K | High | Report |
| ADBE JP Morgan Brokerage Account ⇒ Adobe Inc. - Common Stock (ADB | Stock | $16K–$65K | High | Report |
| AMGN JP Morgan Brokerage Account ⇒ Amgen Inc. - Common Stock (AMG | Stock | $16K–$65K | High | Report |
| APH JP Morgan Brokerage Account ⇒ Amphenol Corporation Common St | Stock | $16K–$65K | High | Report |
| CMCSA JP Morgan Brokerage Account ⇒ Comcast Corporation - Class A | Stock | $16K–$65K | High | Report |
| CRWD JP Morgan Brokerage Account ⇒ CrowdStrike Holdings, Inc. - C | Stock | $16K–$65K | High | Report |
| IBM JP Morgan Brokerage Account ⇒ International Business Machine | Stock | $16K–$65K | High | Report |
| LOW JP Morgan Brokerage Account ⇒ Lowe's Companies, Inc. Common | Stock | $16K–$65K | High | Report |
| MU JP Morgan Brokerage Account ⇒ Micron Technology, Inc. - Comm | Stock | $16K–$65K | High | Report |
| PANW JP Morgan Brokerage Account ⇒ Palo Alto Networks, Inc. (PANW | Stock | $16K–$65K | High | Report |
| CRM JP Morgan Brokerage Account ⇒ Salesforce, Inc. Common Stock | Stock | $16K–$65K | High | Report |
| SBAC JP Morgan Brokerage Account ⇒ SBA Communications Corporation | Stock | $16K–$65K | High | Report |
| TXN JP Morgan Brokerage Account ⇒ Texas Instruments Incorporated | Stock | $16K–$65K | High | Report |
| UBER JP Morgan Brokerage Account ⇒ Uber Technologies, Inc. Common | Stock | $16K–$65K | High | Report |
| TTWO JP Morgan Brokerage Account #2 ⇒ Take-Two Interactive Softwa | Stock | $16K–$65K | High | Report |
| DRI LPL Account I ⇒ Darden Restaurants, Inc. Common Stock (DRI) | Stock | $16K–$65K | High | Report |
| DG LPL Account I ⇒ Dollar General Corporation Common Stock (DG) | Stock | $16K–$65K | High | Report |
| ODFL LPL Account I ⇒ Old Dominion Freight Line, Inc. - Common Sto | Stock | $16K–$65K | High | Report |
| PONPX RPB Ventures LLC ⇒ LPL Account ⇒ PIMCO Income Fund Class I-2 | Fund/ETF | $16K–$65K | High | Report |
| FISV JP Morgan Brokerage Account ⇒ Fiserv, Inc. - Common Stock (F | Stock | $4K–$60K | High | Report |
| Haven at P83 LLC ⇒ Haven at P83 Property | Real estate | $15K–$50K | High | Report |
| MMM JP Morgan Brokerage Account ⇒ 3M Company Common Stock (MMM) | Stock | $15K–$50K | High | Report |
| ABT JP Morgan Brokerage Account ⇒ Abbott Laboratories Common Sto | Stock | $15K–$50K | High | Report |
| AMD JP Morgan Brokerage Account ⇒ Advanced Micro Devices, Inc. ( | Stock | $15K–$50K | High | Report |
| MO JP Morgan Brokerage Account ⇒ Altria Group, Inc. (MO) | Stock | $15K–$50K | High | Report |
| AXP JP Morgan Brokerage Account ⇒ American Express Company Commo | Stock | $15K–$50K | High | Report |
| AMP JP Morgan Brokerage Account ⇒ Ameriprise Financial, Inc. Com | Stock | $15K–$50K | High | Report |
| ADI JP Morgan Brokerage Account ⇒ Analog Devices, Inc. - Common | Stock | $15K–$50K | High | Report |
| AMAT JP Morgan Brokerage Account ⇒ Applied Materials, Inc. - Comm | Stock | $15K–$50K | High | Report |
| T JP Morgan Brokerage Account ⇒ AT&T Inc. (T) | Stock | $15K–$50K | High | Report |
| AXON JP Morgan Brokerage Account ⇒ Axon Enterprise, Inc. - Common | Stock | $15K–$50K | High | Report |
| BLK JP Morgan Brokerage Account ⇒ BlackRock, Inc. Common Stock ( | Stock | $15K–$50K | High | Report |
| BX JP Morgan Brokerage Account ⇒ Blackstone Inc. Common Stock ( | Stock | $15K–$50K | High | Report |
| BSX JP Morgan Brokerage Account ⇒ Boston Scientific Corporation | Stock | $15K–$50K | High | Report |
| COF JP Morgan Brokerage Account ⇒ Capital One Financial Corporat | Stock | $15K–$50K | High | Report |
| CAT JP Morgan Brokerage Account ⇒ Caterpillar, Inc. Common Stock | Stock | $15K–$50K | High | Report |
| CRL JP Morgan Brokerage Account ⇒ Charles River Laboratories Int | Stock | $15K–$50K | High | Report |
| CSCO JP Morgan Brokerage Account ⇒ Cisco Systems, Inc. - Common S | Stock | $15K–$50K | High | Report |
| KO JP Morgan Brokerage Account ⇒ Coca-Cola Company (KO) | Stock | $15K–$50K | High | Report |
| COP JP Morgan Brokerage Account ⇒ ConocoPhillips Common Stock (C | Stock | $15K–$50K | High | Report |
| CEG JP Morgan Brokerage Account ⇒ Constellation Energy Corporati | Stock | $15K–$50K | High | Report |
| DHR JP Morgan Brokerage Account ⇒ Danaher Corporation Common Sto | Stock | $15K–$50K | High | Report |
| ETN JP Morgan Brokerage Account ⇒ Eaton Corporation, PLC Ordinar | Stock | $15K–$50K | High | Report |
| ECL JP Morgan Brokerage Account ⇒ Ecolab Inc. Common Stock (ECL) | Stock | $15K–$50K | High | Report |
| GRMN JP Morgan Brokerage Account ⇒ Garmin Ltd. Common Stock (GRMN | Stock | $15K–$50K | High | Report |
| GEV JP Morgan Brokerage Account ⇒ GE Vernova Inc. Common Stock ( | Stock | $15K–$50K | High | Report |
| GD JP Morgan Brokerage Account ⇒ General Dynamics Corporation C | Stock | $15K–$50K | High | Report |
| GILD JP Morgan Brokerage Account ⇒ Gilead Sciences, Inc. - Common | Stock | $15K–$50K | High | Report |
| GS JP Morgan Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS) | Stock | $15K–$50K | High | Report |
| HD JP Morgan Brokerage Account ⇒ Home Depot, Inc. (HD) | Stock | $15K–$50K | High | Report |
| HON JP Morgan Brokerage Account ⇒ Honeywell International Inc. ( | Stock | $15K–$50K | High | Report |
| ISRG JP Morgan Brokerage Account ⇒ Intuitive Surgical, Inc. - Com | Stock | $15K–$50K | High | Report |
| LIN JP Morgan Brokerage Account ⇒ Linde plc - Ordinary Shares (L | Stock | $15K–$50K | High | Report |
| MTB JP Morgan Brokerage Account ⇒ M&T Bank Corporation Common St | Stock | $15K–$50K | High | Report |
| MCD JP Morgan Brokerage Account ⇒ McDonald's Corporation Common | Stock | $15K–$50K | High | Report |
| MCK JP Morgan Brokerage Account ⇒ McKesson Corporation Common St | Stock | $15K–$50K | High | Report |
| MDT JP Morgan Brokerage Account ⇒ Medtronic plc. Ordinary Shares | Stock | $15K–$50K | High | Report |
| MS JP Morgan Brokerage Account ⇒ Morgan Stanley Common Stock (M | Stock | $15K–$50K | High | Report |
| MSI JP Morgan Brokerage Account ⇒ Motorola Solutions, Inc. Commo | Stock | $15K–$50K | High | Report |
| NEM JP Morgan Brokerage Account ⇒ Newmont Corporation (NEM) | Stock | $15K–$50K | High | Report |
| NEE JP Morgan Brokerage Account ⇒ NextEra Energy, Inc. Common St | Stock | $15K–$50K | High | Report |
| NTRS JP Morgan Brokerage Account ⇒ Northern Trust Corporation - C | Stock | $15K–$50K | High | Report |
| PH JP Morgan Brokerage Account ⇒ Parker-Hannifin Corporation Co | Stock | $15K–$50K | High | Report |
| PFE JP Morgan Brokerage Account ⇒ Pfizer, Inc. Common Stock (PFE | Stock | $15K–$50K | High | Report |
| PM JP Morgan Brokerage Account ⇒ Philip Morris International In | Stock | $15K–$50K | High | Report |
| PG JP Morgan Brokerage Account ⇒ Procter & Gamble Company (PG) | Stock | $15K–$50K | High | Report |
| PGR JP Morgan Brokerage Account ⇒ Progressive Corporation (PGR) | Stock | $15K–$50K | High | Report |
| QCOM JP Morgan Brokerage Account ⇒ QUALCOMM Incorporated - Common | Stock | $15K–$50K | High | Report |
| RL JP Morgan Brokerage Account ⇒ Ralph Lauren Corporation Commo | Stock | $15K–$50K | High | Report |
| RTX JP Morgan Brokerage Account ⇒ RTX Corporation Common Stock ( | Stock | $15K–$50K | High | Report |
| SPGI JP Morgan Brokerage Account ⇒ S&P Global Inc. Common Stock ( | Stock | $15K–$50K | High | Report |
| STLD JP Morgan Brokerage Account ⇒ Steel Dynamics, Inc. - Common | Stock | $15K–$50K | High | Report |
| SYK JP Morgan Brokerage Account ⇒ Stryker Corporation Common Sto | Stock | $15K–$50K | High | Report |
| SYF JP Morgan Brokerage Account ⇒ Synchrony Financial Common Sto | Stock | $15K–$50K | High | Report |
| TMUS JP Morgan Brokerage Account ⇒ T-Mobile US, Inc. (TMUS) | Stock | $15K–$50K | High | Report |
| TPR JP Morgan Brokerage Account ⇒ Tapestry, Inc. Common Stock (T | Stock | $15K–$50K | High | Report |
| TRV JP Morgan Brokerage Account ⇒ The Travelers Companies, Inc. | Stock | $15K–$50K | High | Report |
| TMO JP Morgan Brokerage Account ⇒ Thermo Fisher Scientific Inc C | Stock | $15K–$50K | High | Report |
| TJX JP Morgan Brokerage Account ⇒ TJX Companies, Inc. (TJX) | Stock | $15K–$50K | High | Report |
| TDG JP Morgan Brokerage Account ⇒ Transdigm Group Incorporated C | Stock | $15K–$50K | High | Report |
| UNP JP Morgan Brokerage Account ⇒ Union Pacific Corporation Comm | Stock | $15K–$50K | High | Report |
| VZ JP Morgan Brokerage Account ⇒ Verizon Communications Inc. Co | Stock | $15K–$50K | High | Report |
| VRTX JP Morgan Brokerage Account ⇒ Vertex Pharmaceuticals Incorpo | Stock | $15K–$50K | High | Report |
| DIS JP Morgan Brokerage Account ⇒ Walt Disney Company (DIS) | Stock | $15K–$50K | High | Report |
| WAB JP Morgan Brokerage Account ⇒ Westinghouse Air Brake Technol | Stock | $15K–$50K | High | Report |
| WMB JP Morgan Brokerage Account ⇒ Williams Companies, Inc. (WMB) | Stock | $15K–$50K | High | Report |
| CIEN JP Morgan Brokerage Account #2 ⇒ Ciena Corporation (CIEN) | Stock | $15K–$50K | High | Report |
| CRDO JP Morgan Brokerage Account #2 ⇒ Credo Technology Group Hold | Stock | $15K–$50K | High | Report |
| HOOD JP Morgan Brokerage Account #2 ⇒ Robinhood Markets, Inc. - C | Stock | $15K–$50K | High | Report |
| SHOP JP Morgan Brokerage Account #2 ⇒ Shopify Inc. - Class A Subo | Stock | $15K–$50K | High | Report |
| SNOW JP Morgan Brokerage Account #2 ⇒ Snowflake Inc. Common Stock | Stock | $15K–$50K | High | Report |
| TSM JP Morgan Brokerage Account #2 ⇒ Taiwan Semiconductor Manufa | Stock | $15K–$50K | High | Report |
| TWLO JP Morgan Brokerage Account #2 ⇒ Twilio Inc. Class A Common | Stock | $15K–$50K | High | Report |
| GLDM KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ SPDR Gold MiniSha | Fund/ETF | $15K–$50K | High | Report |
| JPST LPL Account I ⇒ JPMorgan Ultra-Short Income ETF (JPST) | Fund/ETF | $15K–$50K | High | Report |
| PFTPX LPL Account I ⇒ PIMCO Low Duration Income Fund Class I-2 (PF | Fund/ETF | $15K–$50K | High | Report |
| AFDZX LPL Account II ⇒ Applied Finance Explorer Fund Institutional | Fund/ETF | $15K–$50K | High | Report |
| FDBC LPL Account II ⇒ Fidelity D & D Bancorp, Inc. - Common Stock | Stock | $15K–$50K | High | Report |
| FPFIX LPL Account III ⇒ FPA Flexible Fixed Income Fund (FPFIX) | Fund/ETF | $15K–$50K | High | Report |
| LPL Account III ⇒ US Treasury Note 6/30/26 | Bond | $15K–$50K | High | Report |
| AFAZX Rollover IRA ⇒ Applied Finance Dividend Fund Institutional C | Fund/ETF | $15K–$50K | High | Report |
| LCRIX Rollover IRA ⇒ Leuthold Core Investment Fund Inst Cl (LCRIX) | Fund/ETF | $15K–$50K | High | Report |
| FTHSX Roth IRA ⇒ FullerThaler Behavioral Small-Cap Equity Fund Ins | Fund/ETF | $15K–$50K | High | Report |
| RPB Ventures LLC ⇒ Haven at Arrowhead LLC ⇒ Haven at Arrowhe | Real estate | $15K–$50K | High | Report |
| US Treasury Note 06/30/27 | Stock | $15K–$50K | Medium | Later trade |
| ALL JP Morgan Brokerage Account ⇒ Allstate Corporation (ALL) | Stock | $3K–$45K | High | Report |
| CDNS JP Morgan Brokerage Account ⇒ Cadence Design Systems, Inc. - | Stock | $3K–$45K | High | Report |
| ORLY JP Morgan Brokerage Account ⇒ O'Reilly Automotive, Inc. - Co | Stock | $3K–$45K | High | Report |
| SNPS JP Morgan Brokerage Account ⇒ Synopsys, Inc. - Common Stock | Stock | $3K–$45K | High | Report |
| URI JP Morgan Brokerage Account ⇒ United Rentals, Inc. Common St | Stock | $3K–$45K | High | Report |
| SPAB KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR | Fund/ETF | $3K–$45K | High | Report |
| DAL Etrade Brokerage Account ⇒ Delta Air Lines, Inc. Common Stoc | Stock | $2K–$30K | High | Report |
| DXCM Etrade Brokerage Account ⇒ DexCom, Inc. - Common Stock (DXCM | Stock | $2K–$30K | High | Report |
| AME JP Morgan Brokerage Account ⇒ AMETEK, Inc. (AME) | Stock | $2K–$30K | High | Report |
| AON JP Morgan Brokerage Account ⇒ Aon plc Class A Ordinary Share | Stock | $2K–$30K | High | Report |
| ADP JP Morgan Brokerage Account ⇒ Automatic Data Processing, Inc | Stock | $2K–$30K | High | Report |
| AZO JP Morgan Brokerage Account ⇒ AutoZone, Inc. Common Stock (A | Stock | $2K–$30K | High | Report |
| CDW JP Morgan Brokerage Account ⇒ CDW Corporation - Common Stock | Stock | $2K–$30K | High | Report |
| CHD JP Morgan Brokerage Account ⇒ Church & Dwight Company, Inc. | Stock | $2K–$30K | High | Report |
| CPRT JP Morgan Brokerage Account ⇒ Copart, Inc. - Common Stock (C | Stock | $2K–$30K | High | Report |
| FICO JP Morgan Brokerage Account ⇒ Fair Isaac Corporation Common | Stock | $2K–$30K | High | Report |
| HCA JP Morgan Brokerage Account ⇒ HCA Healthcare, Inc. Common St | Stock | $2K–$30K | High | Report |
| IDXX JP Morgan Brokerage Account ⇒ IDEXX Laboratories, Inc. - Com | Stock | $2K–$30K | High | Report |
| LMT JP Morgan Brokerage Account ⇒ Lockheed Martin Corporation Co | Stock | $2K–$30K | High | Report |
| MPC JP Morgan Brokerage Account ⇒ Marathon Petroleum Corporation | Stock | $2K–$30K | High | Report |
| MTD JP Morgan Brokerage Account ⇒ Mettler-Toledo International, | Stock | $2K–$30K | High | Report |
| NDAQ JP Morgan Brokerage Account ⇒ Nasdaq, Inc. - Common Stock (N | Stock | $2K–$30K | High | Report |
| REGN JP Morgan Brokerage Account ⇒ Regeneron Pharmaceuticals, Inc | Stock | $2K–$30K | High | Report |
| RMD JP Morgan Brokerage Account ⇒ ResMed Inc. Common Stock (RMD) | Stock | $2K–$30K | High | Report |
| ROP JP Morgan Brokerage Account ⇒ Roper Technologies, Inc. (ROP) | Stock | $2K–$30K | High | Report |
| SHW JP Morgan Brokerage Account ⇒ Sherwin-Williams Company (SHW) | Stock | $2K–$30K | High | Report |
| TDY JP Morgan Brokerage Account ⇒ Teledyne Technologies Incorpor | Stock | $2K–$30K | High | Report |
| CI JP Morgan Brokerage Account ⇒ The Cigna Group Common Stock ( | Stock | $2K–$30K | High | Report |
| HSY JP Morgan Brokerage Account ⇒ The Hershey Company Common Sto | Stock | $2K–$30K | High | Report |
| TSCO JP Morgan Brokerage Account ⇒ Tractor Supply Company - Commo | Stock | $2K–$30K | High | Report |
| GWW JP Morgan Brokerage Account ⇒ W.W. Grainger, Inc. Common Sto | Stock | $2K–$30K | High | Report |
| BKNG JP Morgan Brokerage Account #2 ⇒ Booking Holdings Inc. - Com | Stock | $2K–$30K | High | Report |
| FDS KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ FactSet Research | Stock | $2K–$30K | High | Report |
| LULU KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ lululemon athleti | Stock | $2K–$30K | High | Report |
| LKQ LPL Account I ⇒ LKQ Corporation - Common Stock (LKQ) | Stock | $2K–$30K | High | Report |
| DPZ LPL Account II ⇒ Domino's Pizza Inc - Common Stock (DPZ) | Stock | $2K–$30K | High | Report |
| DURPX Rollover IRA ⇒ U.S. High Relative Profitability Portfolio In | Fund/ETF | $2K–$30K | High | Report |
| IBP RPB Ventures LLC ⇒ LPL Account ⇒ Installed Building Products | Stock | $2K–$30K | High | Report |
| JP Morgan Brokerage Account #2 ⇒ Sweep Account | Cash | $1K–$15K | High | Report |
| Asset | Type | Estimated range | Confidence | Came from |
|---|---|---|---|---|
| LYV Etrade Brokerage Account ⇒ Live Nation Entertainment, Inc. C | Stock | $1K–$15K | High | Report |
| NCLH Etrade Brokerage Account ⇒ Norwegian Cruise Line Holdings Lt | Stock | $1K–$15K | High | Report |
| AFL JP Morgan Brokerage Account ⇒ AFLAC Incorporated Common Stoc | Stock | $1K–$15K | High | Report |
| A JP Morgan Brokerage Account ⇒ Agilent Technologies, Inc. Com | Stock | $1K–$15K | High | Report |
| APD JP Morgan Brokerage Account ⇒ Air Products and Chemicals, In | Stock | $1K–$15K | High | Report |
| ALLE JP Morgan Brokerage Account ⇒ Allegion plc Ordinary Shares ( | Stock | $1K–$15K | High | Report |
| AMCR JP Morgan Brokerage Account ⇒ Amcor plc Ordinary Shares (AMC | Stock | $1K–$15K | High | Report |
| AEP JP Morgan Brokerage Account ⇒ American Electric Power Compan | Stock | $1K–$15K | High | Report |
| AIG JP Morgan Brokerage Account ⇒ American International Group, | Stock | $1K–$15K | High | Report |
| AMT JP Morgan Brokerage Account ⇒ American Tower Corporation (AM | Stock | $1K–$15K | High | Report |
| AWK JP Morgan Brokerage Account ⇒ American Water Works Company, | Stock | $1K–$15K | High | Report |
| ADM JP Morgan Brokerage Account ⇒ Archer-Daniels-Midland Company | Stock | $1K–$15K | High | Report |
| AJG JP Morgan Brokerage Account ⇒ Arthur J. Gallagher & Co. Comm | Stock | $1K–$15K | High | Report |
| ATO JP Morgan Brokerage Account ⇒ Atmos Energy Corporation Commo | Stock | $1K–$15K | High | Report |
| ADSK JP Morgan Brokerage Account ⇒ Autodesk, Inc. - Common Stock | Stock | $1K–$15K | High | Report |
| AVB JP Morgan Brokerage Account ⇒ AvalonBay Communities, Inc. Co | Stock | $1K–$15K | High | Report |
| BKR JP Morgan Brokerage Account ⇒ Baker Hughes Company - Common | Stock | $1K–$15K | High | Report |
| BALL JP Morgan Brokerage Account ⇒ Ball Corporation Common Stock | Stock | $1K–$15K | High | Report |
| BAX JP Morgan Brokerage Account ⇒ Baxter International Inc. Comm | Stock | $1K–$15K | High | Report |
| BDX JP Morgan Brokerage Account ⇒ Becton, Dickinson and Company | Stock | $1K–$15K | High | Report |
| BIIB JP Morgan Brokerage Account ⇒ Biogen Inc. - Common Stock (BI | Stock | $1K–$15K | High | Report |
| BR JP Morgan Brokerage Account ⇒ Broadridge Financial Solutions | Stock | $1K–$15K | High | Report |
| BXP JP Morgan Brokerage Account ⇒ BXP, Inc. Common Stock (BXP) | Stock | $1K–$15K | High | Report |
| CPT JP Morgan Brokerage Account ⇒ Camden Property Trust Common S | Stock | $1K–$15K | High | Report |
| CAH JP Morgan Brokerage Account ⇒ Cardinal Health, Inc. Common S | Stock | $1K–$15K | High | Report |
| CARR JP Morgan Brokerage Account ⇒ Carrier Global Corporation Com | Stock | $1K–$15K | High | Report |
| CBOE JP Morgan Brokerage Account ⇒ Cboe Global Markets, Inc. (CBO | Stock | $1K–$15K | High | Report |
| CBRE JP Morgan Brokerage Account ⇒ CBRE Group Inc Common Stock Cl | Stock | $1K–$15K | High | Report |
| COR JP Morgan Brokerage Account ⇒ Cencora, Inc. Common Stock (CO | Stock | $1K–$15K | High | Report |
| CNP JP Morgan Brokerage Account ⇒ CenterPoint Energy, Inc (CNP) | Stock | $1K–$15K | High | Report |
| CHTR JP Morgan Brokerage Account ⇒ Charter Communications, Inc. - | Stock | $1K–$15K | High | Report |
| CMG JP Morgan Brokerage Account ⇒ Chipotle Mexican Grill, Inc. C | Stock | $1K–$15K | High | Report |
| CME JP Morgan Brokerage Account ⇒ CME Group Inc. - Class A Commo | Stock | $1K–$15K | High | Report |
| CMS JP Morgan Brokerage Account ⇒ CMS Energy Corporation Common | Stock | $1K–$15K | High | Report |
| CTSH JP Morgan Brokerage Account ⇒ Cognizant Technology Solutions | Stock | $1K–$15K | High | Report |
| CL JP Morgan Brokerage Account ⇒ Colgate-Palmolive Company Comm | Stock | $1K–$15K | High | Report |
| ED JP Morgan Brokerage Account ⇒ Consolidated Edison, Inc. Comm | Stock | $1K–$15K | High | Report |
| STZ JP Morgan Brokerage Account ⇒ Constellation Brands, Inc. Com | Stock | $1K–$15K | High | Report |
| GLW JP Morgan Brokerage Account ⇒ Corning Incorporated Common St | Stock | $1K–$15K | High | Report |
| CTVA JP Morgan Brokerage Account ⇒ Corteva, Inc. Common Stock (CT | Stock | $1K–$15K | High | Report |
| CTRA JP Morgan Brokerage Account ⇒ Coterra Energy Inc. Common Sto | Stock | $1K–$15K | High | Report |
| CCI JP Morgan Brokerage Account ⇒ Crown Castle Inc. Common Stock | Stock | $1K–$15K | High | Report |
| CMI JP Morgan Brokerage Account ⇒ Cummins Inc. Common Stock (CMI | Stock | $1K–$15K | High | Report |
| DHI JP Morgan Brokerage Account ⇒ D.R. Horton, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| DVA JP Morgan Brokerage Account ⇒ DaVita Inc. Common Stock (DVA) | Stock | $1K–$15K | High | Report |
| SRE JP Morgan Brokerage Account ⇒ DBA Sempra Common Stock (SRE) | Stock | $1K–$15K | High | Report |
| DELL JP Morgan Brokerage Account ⇒ Dell Technologies Inc. Class C | Stock | $1K–$15K | High | Report |
| DVN JP Morgan Brokerage Account ⇒ Devon Energy Corporation Commo | Stock | $1K–$15K | High | Report |
| DLR JP Morgan Brokerage Account ⇒ Digital Realty Trust, Inc. Com | Stock | $1K–$15K | High | Report |
| D JP Morgan Brokerage Account ⇒ Dominion Energy, Inc. Common S | Stock | $1K–$15K | High | Report |
| DASH JP Morgan Brokerage Account ⇒ DoorDash, Inc. - Common Stock | Stock | $1K–$15K | High | Report |
| DOV JP Morgan Brokerage Account ⇒ Dover Corporation Common Stock | Stock | $1K–$15K | High | Report |
| DOW JP Morgan Brokerage Account ⇒ Dow Inc. Common Stock (DOW) | Stock | $1K–$15K | High | Report |
| DTE JP Morgan Brokerage Account ⇒ DTE Energy Company Common Stoc | Stock | $1K–$15K | High | Report |
| DUK JP Morgan Brokerage Account ⇒ Duke Energy Corporation (DUK) | Stock | $1K–$15K | High | Report |
| EBAY JP Morgan Brokerage Account ⇒ eBay Inc. - Common Stock (EBAY | Stock | $1K–$15K | High | Report |
| EW JP Morgan Brokerage Account ⇒ Edwards Lifesciences Corporati | Stock | $1K–$15K | High | Report |
| EA JP Morgan Brokerage Account ⇒ Electronic Arts Inc. - Common | Stock | $1K–$15K | High | Report |
| ETR JP Morgan Brokerage Account ⇒ Entergy Corporation Common Sto | Stock | $1K–$15K | High | Report |
| EOG JP Morgan Brokerage Account ⇒ EOG Resources, Inc. Common Sto | Stock | $1K–$15K | High | Report |
| EQT JP Morgan Brokerage Account ⇒ EQT Corporation Common Stock ( | Stock | $1K–$15K | High | Report |
| EFX JP Morgan Brokerage Account ⇒ Equifax, Inc. Common Stock (EF | Stock | $1K–$15K | High | Report |
| EQIX JP Morgan Brokerage Account ⇒ Equinix, Inc. - Common Stock ( | Stock | $1K–$15K | High | Report |
| EQR JP Morgan Brokerage Account ⇒ Equity Residential Common Shar | Stock | $1K–$15K | High | Report |
| ESS JP Morgan Brokerage Account ⇒ Essex Property Trust, Inc. Com | Stock | $1K–$15K | High | Report |
| ES JP Morgan Brokerage Account ⇒ Eversource Energy (ES) | Stock | $1K–$15K | High | Report |
| EXC JP Morgan Brokerage Account ⇒ Exelon Corporation (EXC) | Stock | $1K–$15K | High | Report |
| EXE JP Morgan Brokerage Account ⇒ Expand Energy Corp (EXE) | Other | $1K–$15K | High | Report |
| EXPE JP Morgan Brokerage Account ⇒ Expedia Group, Inc. - Common S | Stock | $1K–$15K | High | Report |
| EXR JP Morgan Brokerage Account ⇒ Extra Space Storage Inc Common | Stock | $1K–$15K | High | Report |
| FFIV JP Morgan Brokerage Account ⇒ F5, Inc. - Common Stock (FFIV) | Stock | $1K–$15K | High | Report |
| FAST JP Morgan Brokerage Account ⇒ Fastenal Company - Common Stoc | Stock | $1K–$15K | High | Report |
| FITB JP Morgan Brokerage Account ⇒ Fifth Third Bancorp - Common S | Stock | $1K–$15K | High | Report |
| FE JP Morgan Brokerage Account ⇒ FirstEnergy Corp. Common Stock | Stock | $1K–$15K | High | Report |
| F JP Morgan Brokerage Account ⇒ Ford Motor Company Common Stoc | Stock | $1K–$15K | High | Report |
| FTNT JP Morgan Brokerage Account ⇒ Fortinet, Inc. - Common Stock | Stock | $1K–$15K | High | Report |
| FTV JP Morgan Brokerage Account ⇒ Fortive Corporation Common Sto | Stock | $1K–$15K | High | Report |
| FOX JP Morgan Brokerage Account ⇒ Fox Corporation - Class B Comm | Stock | $1K–$15K | High | Report |
| FCX JP Morgan Brokerage Account ⇒ Freeport-McMoRan, Inc. Common | Stock | $1K–$15K | High | Report |
| GEHC JP Morgan Brokerage Account ⇒ GE HealthCare Technologies Inc | Stock | $1K–$15K | High | Report |
| GEN JP Morgan Brokerage Account ⇒ Gen Digital Inc. - Common Stoc | Stock | $1K–$15K | High | Report |
| GNRC JP Morgan Brokerage Account ⇒ Generac Holdlings Inc. Common | Stock | $1K–$15K | High | Report |
| GIS JP Morgan Brokerage Account ⇒ General Mills, Inc. Common Sto | Stock | $1K–$15K | High | Report |
| GM JP Morgan Brokerage Account ⇒ General Motors Company Common | Stock | $1K–$15K | High | Report |
| GDDY JP Morgan Brokerage Account ⇒ GoDaddy Inc. Class A Common St | Stock | $1K–$15K | High | Report |
| HSIC JP Morgan Brokerage Account ⇒ Henry Schein, Inc. - Common St | Stock | $1K–$15K | High | Report |
| HLT JP Morgan Brokerage Account ⇒ Hilton Worldwide Holdings Inc. | Stock | $1K–$15K | High | Report |
| HWM JP Morgan Brokerage Account ⇒ Howmet Aerospace Inc. Common S | Stock | $1K–$15K | High | Report |
| HUBB JP Morgan Brokerage Account ⇒ Hubbell Inc Common Stock (HUBB | Stock | $1K–$15K | High | Report |
| HBAN JP Morgan Brokerage Account ⇒ Huntington Bancshares Incorpor | Stock | $1K–$15K | High | Report |
| ITW JP Morgan Brokerage Account ⇒ Illinois Tool Works Inc. Commo | Stock | $1K–$15K | High | Report |
| INCY JP Morgan Brokerage Account ⇒ Incyte Corporation - Common St | Stock | $1K–$15K | High | Report |
| IR JP Morgan Brokerage Account ⇒ Ingersoll Rand Inc. Common Sto | Stock | $1K–$15K | High | Report |
| PODD JP Morgan Brokerage Account ⇒ Insulet Corporation - Common S | Stock | $1K–$15K | High | Report |
| ICE JP Morgan Brokerage Account ⇒ Intercontinental Exchange Inc. | Stock | $1K–$15K | High | Report |
| IP JP Morgan Brokerage Account ⇒ International Paper Company Co | Stock | $1K–$15K | High | Report |
| IVZ JP Morgan Brokerage Account ⇒ Invesco Ltd Common Stock (IVZ) | Stock | $1K–$15K | High | Report |
| INVH JP Morgan Brokerage Account ⇒ Invitation Homes Inc. Common S | Stock | $1K–$15K | High | Report |
| IQV JP Morgan Brokerage Account ⇒ IQVIA Holdings, Inc. Common St | Stock | $1K–$15K | High | Report |
| IRM JP Morgan Brokerage Account ⇒ Iron Mountain Incorporated (IR | Stock | $1K–$15K | High | Report |
| JCI JP Morgan Brokerage Account ⇒ Johnson Controls International | Stock | $1K–$15K | High | Report |
| KVUE JP Morgan Brokerage Account ⇒ Kenvue Inc. Common Stock (KVUE | Stock | $1K–$15K | High | Report |
| KEY JP Morgan Brokerage Account ⇒ KeyCorp Common Stock (KEY) | Stock | $1K–$15K | High | Report |
| KMB JP Morgan Brokerage Account ⇒ Kimberly-Clark Corporation Com | Stock | $1K–$15K | High | Report |
| KIM JP Morgan Brokerage Account ⇒ Kimco Realty Corporation (KIM) | Stock | $1K–$15K | High | Report |
| KMI JP Morgan Brokerage Account ⇒ Kinder Morgan, Inc. Common Sto | Stock | $1K–$15K | High | Report |
| KKR JP Morgan Brokerage Account ⇒ KKR & Co. Inc. Common Stock (K | Stock | $1K–$15K | High | Report |
| KLAC JP Morgan Brokerage Account ⇒ KLA Corporation - Common Stock | Stock | $1K–$15K | High | Report |
| KR JP Morgan Brokerage Account ⇒ Kroger Company (KR) | Stock | $1K–$15K | High | Report |
| LHX JP Morgan Brokerage Account ⇒ L3Harris Technologies, Inc. Co | Stock | $1K–$15K | High | Report |
| LH JP Morgan Brokerage Account ⇒ Labcorp Holdings Inc. Common S | Stock | $1K–$15K | High | Report |
| LDOS JP Morgan Brokerage Account ⇒ Leidos Holdings, Inc. Common S | Stock | $1K–$15K | High | Report |
| L JP Morgan Brokerage Account ⇒ Loews Corporation Common Stock | Stock | $1K–$15K | High | Report |
| LYB JP Morgan Brokerage Account ⇒ LyondellBasell Industries NV O | Stock | $1K–$15K | High | Report |
| MAR JP Morgan Brokerage Account ⇒ Marriott International - Class | Stock | $1K–$15K | High | Report |
| MMC JP Morgan Brokerage Account ⇒ Marsh & McLennan Companies, In | Stock | $1K–$15K | High | Report |
| MLM JP Morgan Brokerage Account ⇒ Martin Marietta Materials, Inc | Stock | $1K–$15K | High | Report |
| MAS JP Morgan Brokerage Account ⇒ Masco Corporation Common Stock | Stock | $1K–$15K | High | Report |
| MKC JP Morgan Brokerage Account ⇒ McCormick & Company, Incorpora | Stock | $1K–$15K | High | Report |
| MET JP Morgan Brokerage Account ⇒ MetLife, Inc. Common Stock (ME | Stock | $1K–$15K | High | Report |
| MCHP JP Morgan Brokerage Account ⇒ Microchip Technology Incorpora | Stock | $1K–$15K | High | Report |
| MAA JP Morgan Brokerage Account ⇒ Mid-America Apartment Communit | Stock | $1K–$15K | High | Report |
| MHK JP Morgan Brokerage Account ⇒ Mohawk Industries, Inc. Common | Stock | $1K–$15K | High | Report |
| MOH JP Morgan Brokerage Account ⇒ Molina Healthcare Inc Common S | Stock | $1K–$15K | High | Report |
| MDLZ JP Morgan Brokerage Account ⇒ Mondelez International, Inc. - | Stock | $1K–$15K | High | Report |
| MPWR JP Morgan Brokerage Account ⇒ Monolithic Power Systems, Inc. | Stock | $1K–$15K | High | Report |
| MNST JP Morgan Brokerage Account ⇒ Monster Beverage Corporation - | Stock | $1K–$15K | High | Report |
| MCO JP Morgan Brokerage Account ⇒ Moody's Corporation Common Sto | Stock | $1K–$15K | High | Report |
| MOS JP Morgan Brokerage Account ⇒ Mosaic Company (MOS) | Stock | $1K–$15K | High | Report |
| MSCI JP Morgan Brokerage Account ⇒ MSCI Inc. Common Stock (MSCI) | Stock | $1K–$15K | High | Report |
| NWSA JP Morgan Brokerage Account ⇒ News Corporation - Class A Com | Stock | $1K–$15K | High | Report |
| NWS JP Morgan Brokerage Account ⇒ News Corporation - Class B Com | Stock | $1K–$15K | High | Report |
| NKE JP Morgan Brokerage Account ⇒ Nike, Inc. Common Stock (NKE) | Stock | $1K–$15K | High | Report |
| NI JP Morgan Brokerage Account ⇒ NiSource Inc Common Stock (NI) | Stock | $1K–$15K | High | Report |
| NSC JP Morgan Brokerage Account ⇒ Norfolk Southern Corporation C | Stock | $1K–$15K | High | Report |
| NOC JP Morgan Brokerage Account ⇒ Northrop Grumman Corporation C | Stock | $1K–$15K | High | Report |
| NRG JP Morgan Brokerage Account ⇒ NRG Energy, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| NXPI JP Morgan Brokerage Account ⇒ NXP Semiconductors N.V. - Comm | Stock | $1K–$15K | High | Report |
| OXY JP Morgan Brokerage Account ⇒ Occidental Petroleum Corporati | Stock | $1K–$15K | High | Report |
| OKE JP Morgan Brokerage Account ⇒ ONEOK, Inc. Common Stock (OKE) | Stock | $1K–$15K | High | Report |
| OTIS JP Morgan Brokerage Account ⇒ Otis Worldwide Corporation Com | Stock | $1K–$15K | High | Report |
| PCAR JP Morgan Brokerage Account ⇒ PACCAR Inc. - Common Stock (PC | Stock | $1K–$15K | High | Report |
| PCG JP Morgan Brokerage Account ⇒ Pacific Gas & Electric Co. Com | Stock | $1K–$15K | High | Report |
| PAYX JP Morgan Brokerage Account ⇒ Paychex, Inc. - Common Stock ( | Stock | $1K–$15K | High | Report |
| PYPL JP Morgan Brokerage Account ⇒ PayPal Holdings, Inc. - Common | Stock | $1K–$15K | High | Report |
| PSX JP Morgan Brokerage Account ⇒ Phillips 66 Common Stock (PSX) | Stock | $1K–$15K | High | Report |
| PNC JP Morgan Brokerage Account ⇒ PNC Financial Services Group, | Stock | $1K–$15K | High | Report |
| PPL JP Morgan Brokerage Account ⇒ PPL Corporation Common Stock ( | Stock | $1K–$15K | High | Report |
| PLD JP Morgan Brokerage Account ⇒ Prologis, Inc. Common Stock (P | Stock | $1K–$15K | High | Report |
| PEG JP Morgan Brokerage Account ⇒ Public Service Enterprise Grou | Stock | $1K–$15K | High | Report |
| PSA JP Morgan Brokerage Account ⇒ Public Storage Common Stock (P | Stock | $1K–$15K | High | Report |
| PWR JP Morgan Brokerage Account ⇒ Quanta Services, Inc. Common S | Stock | $1K–$15K | High | Report |
| DGX JP Morgan Brokerage Account ⇒ Quest Diagnostics Incorporated | Stock | $1K–$15K | High | Report |
| O JP Morgan Brokerage Account ⇒ Realty Income Corporation Comm | Stock | $1K–$15K | High | Report |
| REG JP Morgan Brokerage Account ⇒ Regency Centers Corporation (R | Stock | $1K–$15K | High | Report |
| RF JP Morgan Brokerage Account ⇒ Regions Financial Corporation | Stock | $1K–$15K | High | Report |
| RSG JP Morgan Brokerage Account ⇒ Republic Services, Inc. Common | Stock | $1K–$15K | High | Report |
| ROL JP Morgan Brokerage Account ⇒ Rollins, Inc. Common Stock (RO | Stock | $1K–$15K | High | Report |
| ROST JP Morgan Brokerage Account ⇒ Ross Stores, Inc. - Common Sto | Stock | $1K–$15K | High | Report |
| RCL JP Morgan Brokerage Account ⇒ Royal Caribbean Cruises Ltd. C | Stock | $1K–$15K | High | Report |
| STX JP Morgan Brokerage Account ⇒ Seagate Technology Holdings PL | Stock | $1K–$15K | High | Report |
| SPG JP Morgan Brokerage Account ⇒ Simon Property Group, Inc. Com | Stock | $1K–$15K | High | Report |
| SW JP Morgan Brokerage Account ⇒ Smurfit WestRock plc Ordinary | Stock | $1K–$15K | High | Report |
| SOLS JP Morgan Brokerage Account ⇒ Sollensys Corp. (SOLS) | Stock | $1K–$15K | High | Report |
| SO JP Morgan Brokerage Account ⇒ Southern Company (SO) | Stock | $1K–$15K | High | Report |
| SBUX JP Morgan Brokerage Account ⇒ Starbucks Corporation - Common | Stock | $1K–$15K | High | Report |
| STT JP Morgan Brokerage Account ⇒ State Street Corporation Commo | Stock | $1K–$15K | High | Report |
| STE JP Morgan Brokerage Account ⇒ STERIS plc (STE) | Stock | $1K–$15K | High | Report |
| SYY JP Morgan Brokerage Account ⇒ Sysco Corporation Common Stock | Stock | $1K–$15K | High | Report |
| TRGP JP Morgan Brokerage Account ⇒ Targa Resources, Inc. Common S | Stock | $1K–$15K | High | Report |
| TEL JP Morgan Brokerage Account ⇒ TE Connectivity plc Ordinary S | Stock | $1K–$15K | High | Report |
| TPL JP Morgan Brokerage Account ⇒ Texas Pacific Land Corporation | Stock | $1K–$15K | High | Report |
| AES JP Morgan Brokerage Account ⇒ The AES Corporation Common Sto | Stock | $1K–$15K | High | Report |
| BK JP Morgan Brokerage Account ⇒ The Bank of New York Mellon Co | Stock | $1K–$15K | High | Report |
| HIG JP Morgan Brokerage Account ⇒ The Hartford Insurance Group, | Stock | $1K–$15K | High | Report |
| KHC JP Morgan Brokerage Account ⇒ The Kraft Heinz Company - Comm | Stock | $1K–$15K | High | Report |
| TT JP Morgan Brokerage Account ⇒ Trane Technologies plc (TT) | Stock | $1K–$15K | High | Report |
| TFC JP Morgan Brokerage Account ⇒ Truist Financial Corporation C | Stock | $1K–$15K | High | Report |
| TYL JP Morgan Brokerage Account ⇒ Tyler Technologies, Inc. Commo | Stock | $1K–$15K | High | Report |
| USB JP Morgan Brokerage Account ⇒ U.S. Bancorp Common Stock (USB | Stock | $1K–$15K | High | Report |
| UDR JP Morgan Brokerage Account ⇒ UDR, Inc. Common Stock (UDR) | Stock | $1K–$15K | High | Report |
| UPS JP Morgan Brokerage Account ⇒ United Parcel Service, Inc. Co | Stock | $1K–$15K | High | Report |
| UHS JP Morgan Brokerage Account ⇒ Universal Health Services, Inc | Stock | $1K–$15K | High | Report |
| VLO JP Morgan Brokerage Account ⇒ Valero Energy Corporation Comm | Stock | $1K–$15K | High | Report |
| VTR JP Morgan Brokerage Account ⇒ Ventas, Inc. Common Stock (VTR | Stock | $1K–$15K | High | Report |
| VRSK JP Morgan Brokerage Account ⇒ Verisk Analytics, Inc. - Commo | Stock | $1K–$15K | High | Report |
| VICI JP Morgan Brokerage Account ⇒ VICI Properties Inc. Common St | Stock | $1K–$15K | High | Report |
| VST JP Morgan Brokerage Account ⇒ Vistra Corp. Common Stock (VST | Stock | $1K–$15K | High | Report |
| VMC JP Morgan Brokerage Account ⇒ Vulcan Materials Company (VMC) | Stock | $1K–$15K | High | Report |
| WRB JP Morgan Brokerage Account ⇒ W.R. Berkley Corporation Commo | Stock | $1K–$15K | High | Report |
| WM JP Morgan Brokerage Account ⇒ Waste Management, Inc. Common | Stock | $1K–$15K | High | Report |
| WAT JP Morgan Brokerage Account ⇒ Waters Corporation Common Stoc | Stock | $1K–$15K | High | Report |
| WELL JP Morgan Brokerage Account ⇒ Welltower Inc. Common Stock (W | Stock | $1K–$15K | High | Report |
| WTW JP Morgan Brokerage Account ⇒ Willis Towers Watson Public Li | Stock | $1K–$15K | High | Report |
| WDAY JP Morgan Brokerage Account ⇒ Workday, Inc. - Class A Common | Stock | $1K–$15K | High | Report |
| XEL JP Morgan Brokerage Account ⇒ Xcel Energy Inc. (XEL) | Stock | $1K–$15K | High | Report |
| XYL JP Morgan Brokerage Account ⇒ Xylem Inc. Common Stock New (X | Stock | $1K–$15K | High | Report |
| YUM JP Morgan Brokerage Account ⇒ Yum! Brands, Inc. (YUM) | Stock | $1K–$15K | High | Report |
| ZBRA JP Morgan Brokerage Account ⇒ Zebra Technologies Corporation | Stock | $1K–$15K | High | Report |
| ZTS JP Morgan Brokerage Account ⇒ Zoetis Inc. Class A Common Sto | Stock | $1K–$15K | High | Report |
| ALGM JP Morgan Brokerage Account #2 ⇒ Allegro MicroSystems, Inc. | Stock | $1K–$15K | High | Report |
| APP JP Morgan Brokerage Account #2 ⇒ Applovin Corporation - Clas | Stock | $1K–$15K | High | Report |
| ASML JP Morgan Brokerage Account #2 ⇒ ASML Holding N.V. - New Yor | Stock | $1K–$15K | High | Report |
| TEAM JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - Cla | Stock | $1K–$15K | High | Report |
| COIN JP Morgan Brokerage Account #2 ⇒ Coinbase Global, Inc. - Cla | Stock | $1K–$15K | High | Report |
| CFLT JP Morgan Brokerage Account #2 ⇒ Confluent, Inc. - Class A C | Stock | $1K–$15K | High | Report |
| DDOG JP Morgan Brokerage Account #2 ⇒ Datadog, Inc. - Class A Com | Stock | $1K–$15K | High | Report |
| ESTC JP Morgan Brokerage Account #2 ⇒ Elastic N.V. Ordinary Share | Stock | $1K–$15K | High | Report |
| GTLB JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A Commo | Stock | $1K–$15K | High | Report |
| HUBS JP Morgan Brokerage Account #2 ⇒ HubSpot, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| LMND JP Morgan Brokerage Account #2 ⇒ Lemonade, Inc. Common Stock | Stock | $1K–$15K | High | Report |
| MTSI JP Morgan Brokerage Account #2 ⇒ MACOM Technology Solutions | Stock | $1K–$15K | High | Report |
| MELI JP Morgan Brokerage Account #2 ⇒ MercadoLibre, Inc. - Common | Stock | $1K–$15K | High | Report |
| MNDY JP Morgan Brokerage Account #2 ⇒ monday.com Ltd. - Ordinary | Stock | $1K–$15K | High | Report |
| MDB JP Morgan Brokerage Account #2 ⇒ MongoDB, Inc. - Class A Com | Stock | $1K–$15K | High | Report |
| NU JP Morgan Brokerage Account #2 ⇒ Nu Holdings Ltd. Class A Or | Stock | $1K–$15K | High | Report |
| OKTA JP Morgan Brokerage Account #2 ⇒ Okta, Inc. - Class A Common | Stock | $1K–$15K | High | Report |
| PCOR JP Morgan Brokerage Account #2 ⇒ Procore Technologies, Inc. | Stock | $1K–$15K | High | Report |
| SE JP Morgan Brokerage Account #2 ⇒ Sea Limited American Deposi | Stock | $1K–$15K | High | Report |
| TTAN JP Morgan Brokerage Account #2 ⇒ ServiceTitan, Inc. - Class | Stock | $1K–$15K | High | Report |
| SPOT JP Morgan Brokerage Account #2 ⇒ Spotify Technology S.A. Ord | Stock | $1K–$15K | High | Report |
| TEM JP Morgan Brokerage Account #2 ⇒ Tempus AI, Inc. - Class A C | Stock | $1K–$15K | High | Report |
| TTD JP Morgan Brokerage Account #2 ⇒ The Trade Desk, Inc. - Clas | Stock | $1K–$15K | High | Report |
| VEEV JP Morgan Brokerage Account #2 ⇒ Veeva Systems Inc. Class A | Stock | $1K–$15K | High | Report |
| VICR JP Morgan Brokerage Account #2 ⇒ Vicor Corporation - Common | Stock | $1K–$15K | High | Report |
| WRBY JP Morgan Brokerage Account #2 ⇒ Warby Parker Inc. Class A C | Stock | $1K–$15K | High | Report |
| ZM JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. - | Stock | $1K–$15K | High | Report |
| CMNIX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Calamos Market Ne | Fund/ETF | $1K–$15K | High | Report |
| DE KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Deere & Company C | Stock | $1K–$15K | High | Report |
| GL KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Globe Life Inc. C | Stock | $1K–$15K | High | Report |
| XSVM KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Invesco S&P Small | Fund/ETF | $1K–$15K | High | Report |
| TIP KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ iShares TIPS Bond | Fund/ETF | $1K–$15K | High | Report |
| JHQTX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ JPMorgan Hedged E | Fund/ETF | $1K–$15K | High | Report |
| PEDPX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ PIMCO Extended Du | Fund/ETF | $1K–$15K | High | Report |
| PMOPX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ PIMCO Moderate Du | Fund/ETF | $1K–$15K | High | Report |
| SCHX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Schwab U.S. Large | Fund/ETF | $1K–$15K | High | Report |
| SPTL KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR | Fund/ETF | $1K–$15K | High | Report |
| SPMD KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR | Fund/ETF | $1K–$15K | High | Report |
| SPSM KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDR | Fund/ETF | $1K–$15K | High | Report |
| VBR KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Vanguard Small-Ca | Fund/ETF | $1K–$15K | High | Report |
| VTI KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Vanguard Total St | Fund/ETF | $1K–$15K | High | Report |
| CACI LPL Account I ⇒ CACI International, Inc. Class A Common Stoc | Stock | $1K–$15K | High | Report |
| CHE LPL Account I ⇒ Chemed Corp (CHE) | Stock | $1K–$15K | High | Report |
| GPK LPL Account I ⇒ Graphic Packaging Holding Company (GPK) | Stock | $1K–$15K | High | Report |
| PCTY LPL Account I ⇒ Paylocity Holding Corporation - Common Stock | Stock | $1K–$15K | High | Report |
| PHM LPL Account I ⇒ PulteGroup, Inc. Common Stock (PHM) | Stock | $1K–$15K | High | Report |
| THO LPL Account I ⇒ Thor Industries, Inc. Common Stock (THO) | Stock | $1K–$15K | High | Report |
| WGO LPL Account I ⇒ Winnebago Industries, Inc. Common Stock (WGO | Stock | $1K–$15K | High | Report |
| LPL Account III ⇒ US Treasury Note 1/31/26 | Bond | $1K–$15K | High | Report |
| FDAGX NYLIFE Securities IRA ⇒ Fidelity Advisor Consumer Staples Fu | Fund/ETF | $1K–$15K | High | Report |
| FCLAX NYLIFE Securities IRA ⇒ Fidelity Advisor Industrials Cl A (F | Fund/ETF | $1K–$15K | High | Report |
| JDBAX NYLIFE Securities Roth IRA ⇒ Janus Henderson Balanced Fund - | Fund/ETF | $1K–$15K | High | Report |
| MSXAX NYLIFE Securities Roth IRA ⇒ NYLI S&P 500 Index Fund Class A | Fund/ETF | $1K–$15K | High | Report |
| CVS Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS) | Stock | $1K–$15K | High | Report |
| HCSG Rollover IRA ⇒ Healthcare Services Group, Inc. - Common Stoc | Stock | $1K–$15K | High | Report |
| SLB Rollover IRA ⇒ SLB Limited Common Shares (SLB) | Stock | $1K–$15K | High | Report |
| DFSTX Roth IRA ⇒ DFA U.S. Small Cap Portfolio (DFSTX) | Fund/ETF | $1K–$15K | High | Report |
| DFSCX Roth IRA ⇒ DFA U.S. Micro Cap Portfolio (DFSCX) | Fund/ETF | $1K–$15K | High | Report |
| DFSVX Roth IRA ⇒ DFA U.S. Small Cap Value Portfolio (DFSVX) | Fund/ETF | $1K–$15K | High | Report |
| IWP Roth IRA ⇒ iShares Russell Midcap Growth ETF (IWP) | Fund/ETF | $1K–$15K | High | Report |
| LST Roth IRA ⇒ Leuthold Select Industries ETF (LST) | Fund/ETF | $1K–$15K | High | Report |
| BIL Roth IRA ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF | Fund/ETF | $1K–$15K | High | Report |
| RPB Ventures LLC ⇒ MVP LS FUND CDIII LLC SERIES 1 | Other | $1K–$15K | High | Report |
| ACN RPB Ventures LLC ⇒ LPL Account ⇒ Accenture plc Class A Ordin | Stock | $1K–$15K | High | Report |
| CPAY RPB Ventures LLC ⇒ LPL Account ⇒ Corpay, Inc. Common Stock ( | Stock | $1K–$15K | High | Report |
| DECK RPB Ventures LLC ⇒ LPL Account ⇒ Deckers Outdoor Corporation | Stock | $1K–$15K | High | Report |
| ELV RPB Ventures LLC ⇒ LPL Account ⇒ Elevance Health, Inc. Commo | Stock | $1K–$15K | High | Report |
| EXPO RPB Ventures LLC ⇒ LPL Account ⇒ Exponent, Inc. - Common Sto | Stock | $1K–$15K | High | Report |
| LII RPB Ventures LLC ⇒ LPL Account ⇒ Lennox International, Inc. | Stock | $1K–$15K | High | Report |
| SNA RPB Ventures LLC ⇒ LPL Account ⇒ Snap-On Incorporated Common | Stock | $1K–$15K | High | Report |
| UNH RPB Ventures LLC ⇒ LPL Account ⇒ UnitedHealth Group Incorpor | Stock | $1K–$15K | High | Report |
| US Treasury Note 01/31/27 | Stock | $1K–$15K | Medium | Later trade |
Sources: U.S. House Clerk Periodic Transaction Reports (disclosures-clerk.house.gov) and U.S. Senate eFD Periodic Transaction Reports (efdsearch.senate.gov), filed 2024 to present; SEC EDGAR submissions (Form 4 and 8-K filing dates); committee assignments from the unitedstates/congress-legislators project (current membership); daily closing prices from Yahoo Finance's public chart data (query1.finance.yahoo.com), which is unofficial and may be revised. Built 2026-11-03.