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Pathos InvestmentsEquity Research
Congress trades · Members · Holdings

Rep. Robert P. Bresnahan, Jr. R-PA08

Estimated current holdings · House. ← Back to the member's trades and hit rate

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.

AssetTypeEstimated rangeConfidenceCame from
KUHCON Investments, Inc. ⇒ GreenArrow ⇒ Kuharchik ConstructiOther$5M–$25MHighReport
KCI Holdings LLC ⇒ KCI Office BuildingReal estate$1M–$5MHighReport
SPY LPL Account I ⇒ State Street SPDR S&P 500 ETF Trust (SPY)Fund/ETF$815K–$1.6MHighReport
NVDA JP Morgan Brokerage Account ⇒ NVIDIA Corporation - Common StStock$515K–$1.1MHighReport
AAPL JP Morgan Brokerage Account ⇒ Apple Inc. - Common Stock (AAPStock$500K–$1MHighReport
RPB Ventures LLC ⇒ Employment InsuranceOther$500K–$1MHighReport
BRK.B LPL Account I ⇒ Berkshire Hathaway Inc. New Common Stock (BRStock$450K–$950KHighReport
MINT LPL Account II ⇒ PIMCO Enhanced Short Maturity Active ExchanFund/ETF$295K–$650KHighReport
MSFT JP Morgan Brokerage Account ⇒ Microsoft Corporation - CommonStock$266K–$565KHighReport
AMZN JP Morgan Brokerage Account ⇒ Amazon.com, Inc. - Common StocStock$265K–$550KHighReport
GOOGL JP Morgan Brokerage Account ⇒ Alphabet Inc. - Class A CommonStock$251K–$515KHighReport
214 Wyoming Ave LLC ⇒ Wyoming Office BuildingReal estate$250K–$500KHighReport
R2D1 LLC ⇒ Wyoming Borough PropertyReal estate$250K–$500KHighReport
AVGO JP Morgan Brokerage Account ⇒ Broadcom Inc. - Common Stock (Stock$131K–$365KHighReport
QQQ LPL Account III ⇒ Invesco QQQ Trust, Series 1 (QQQ)Fund/ETF$150K–$350KHighReport
GOOG JP Morgan Brokerage Account ⇒ Alphabet Inc. - Class C CapitaStock$116K–$315KHighReport
META JP Morgan Brokerage Account ⇒ Meta Platforms, Inc. - Class AStock$115K–$300KHighReport
TSLA JP Morgan Brokerage Account ⇒ Tesla, Inc. - Common Stock (TSStock$115K–$300KHighReport
JP Morgan Brokerage Account #4 ⇒ Pennsylvania State UniversiBond$150K–$300KHighReport
JP Morgan Brokerage Account #4 ⇒ Allegheny County PA Higher Bond$101K–$265KHighReport
LLY JP Morgan Brokerage Account ⇒ Eli Lilly and Company Common SStock$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Avon Grove PA School DistriBond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Bucks County, PA Water & SeBond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Manheim, PA School DistrictBond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Metropolitan Council MinneaBond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Multnomah County OR School Bond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Pennsylvania State MunicipaBond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Pennsylvania State TurnpikeBond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Pine-Richland PA School DisBond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Salt Lake & Sandy UT Water Bond$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Weld County CO School DistrBond$100K–$250KHighReport
SGOV LPL Account II ⇒ iShares 0-3 Month Treasury Bond ETF (SGOV)Fund/ETF$100K–$250KHighReport
RPB Ventures LLC ⇒ Haven at Town Center LLC ⇒ Haven at Town Real estate$100K–$250KHighReport
JP Morgan Brokerage Account #4 ⇒ Pennsylvania State Higher EBond$100K–$200KHighReport
FTZIX LPL Account I ⇒ FullerThaler Behavioral Unconstrained EquityFund/ETF$80K–$200KHighReport
VSLU LPL Account III ⇒ Applied Finance Valuation Large Cap ETF (VFund/ETF$80K–$200KHighReport
XOM JP Morgan Brokerage Account ⇒ ExxonMobil Holdings CorporatioStock$65K–$150KHighReport
NFLX JP Morgan Brokerage Account ⇒ Netflix, Inc. - Common Stock (Stock$65K–$150KHighReport
IWM LPL Account III ⇒ iShares Russell 2000 Index Fund (IWM)Fund/ETF$65K–$150KHighReport
BUFR LPL Account I ⇒ FT Vest Laddered Buffer ETF (BUFR)Fund/ETF$45K–$150KHighReport
COST JP Morgan Brokerage Account ⇒ Costco Wholesale Corporation -Stock$53K–$145KHighReport
PRWCX LPL Account III ⇒ T. Rowe Price Capital Appreciation Fund (PFund/ETF$52K–$130KHighReport
MA JP Morgan Brokerage Account ⇒ Mastercard Incorporated CommonStock$51K–$115KHighReport
V JP Morgan Brokerage Account ⇒ Visa Inc. (V)Stock$51K–$115KHighReport
ORCL JP Morgan Brokerage Account ⇒ Oracle Corporation Common StocStock$31K–$115KHighReport
ABBV JP Morgan Brokerage Account ⇒ AbbVie Inc. Common Stock (ABBVStock$50K–$100KHighReport
BAC JP Morgan Brokerage Account ⇒ Bank of America Corporation CoStock$50K–$100KHighReport
C JP Morgan Brokerage Account ⇒ Citigroup, Inc. Common Stock (Stock$50K–$100KHighReport
GE JP Morgan Brokerage Account ⇒ GE Aerospace Common Stock (GE)Stock$50K–$100KHighReport
JNJ JP Morgan Brokerage Account ⇒ Johnson & Johnson Common StockStock$50K–$100KHighReport
JPM JP Morgan Brokerage Account ⇒ JP Morgan Chase & Co. Common SStock$50K–$100KHighReport
PLTR JP Morgan Brokerage Account ⇒ Palantir Technologies Inc. - CStock$50K–$100KHighReport
JP Morgan Brokerage Account ⇒ Sweep AccountCash$50K–$100KHighReport
WMT JP Morgan Brokerage Account ⇒ Walmart Inc. - Common Stock (WStock$50K–$100KHighReport
WFC JP Morgan Brokerage Account ⇒ Wells Fargo & Company Common SStock$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Arlington TX Independent ScBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Cherry Creek CO School DistBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Columbia, MO School DistricBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Delaware Valley PA MunicipaBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Florida State Right of Way Bond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Grand Junction CO MunicipalBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Indiana State Fin Auth Rev Bond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Pennsylvania State TurnpikeBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Pennsylvania State TurnpikeBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Phoenix AZ Civic Impt MunicBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ University of Minnesota MunBond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ University of Washington WABond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Washington State Bid Group Bond$50K–$100KHighReport
JP Morgan Brokerage Account #4 ⇒ Wilson PA School District MBond$50K–$100KHighReport
CLOA LPL Account II ⇒ iShares AAA CLO Active ETF (CLOA)Fund/ETF$50K–$100KHighReport
Philadelphia, PA Municipal BondStock$50K–$100KMediumLater trade
Parkland, PA School District Municipal BondStock$50K–$100KMediumLater trade
Pennsylvania State Turnpike Commission BondStock$50K–$100KMediumLater trade
CVX JP Morgan Brokerage Account ⇒ Chevron Corporation Common StoStock$30K–$100KHighReport
CB JP Morgan Brokerage Account ⇒ Chubb Limited Common Stock (CBStock$30K–$100KHighReport
INTU JP Morgan Brokerage Account ⇒ Intuit Inc. - Common Stock (INStock$30K–$100KHighReport
LRCX JP Morgan Brokerage Account ⇒ Lam Research Corporation - ComStock$30K–$100KHighReport
NOW JP Morgan Brokerage Account ⇒ ServiceNow, Inc. Common Stock Stock$30K–$100KHighReport
ANET JP Morgan Brokerage Account ⇒ Arista Networks, Inc. Common SStock$17K–$80KHighReport
BMY JP Morgan Brokerage Account ⇒ Bristol-Myers Squibb Company CStock$17K–$80KHighReport
CTAS JP Morgan Brokerage Account ⇒ Cintas Corporation - Common StStock$17K–$80KHighReport
INTC JP Morgan Brokerage Account ⇒ Intel Corporation - Common StoStock$17K–$80KHighReport
BUFZ LPL Account III ⇒ FT Vest Laddered Moderate Buffer ETF (BUFZFund/ETF$17K–$80KHighReport
SPTM Roth IRA ⇒ State Street SPDR Portfolio S&P 1500 Composite StFund/ETF$17K–$80KHighReport
ADBE JP Morgan Brokerage Account ⇒ Adobe Inc. - Common Stock (ADBStock$16K–$65KHighReport
AMGN JP Morgan Brokerage Account ⇒ Amgen Inc. - Common Stock (AMGStock$16K–$65KHighReport
APH JP Morgan Brokerage Account ⇒ Amphenol Corporation Common StStock$16K–$65KHighReport
CMCSA JP Morgan Brokerage Account ⇒ Comcast Corporation - Class A Stock$16K–$65KHighReport
CRWD JP Morgan Brokerage Account ⇒ CrowdStrike Holdings, Inc. - CStock$16K–$65KHighReport
IBM JP Morgan Brokerage Account ⇒ International Business MachineStock$16K–$65KHighReport
LOW JP Morgan Brokerage Account ⇒ Lowe's Companies, Inc. Common Stock$16K–$65KHighReport
MU JP Morgan Brokerage Account ⇒ Micron Technology, Inc. - CommStock$16K–$65KHighReport
PANW JP Morgan Brokerage Account ⇒ Palo Alto Networks, Inc. (PANWStock$16K–$65KHighReport
CRM JP Morgan Brokerage Account ⇒ Salesforce, Inc. Common Stock Stock$16K–$65KHighReport
SBAC JP Morgan Brokerage Account ⇒ SBA Communications CorporationStock$16K–$65KHighReport
TXN JP Morgan Brokerage Account ⇒ Texas Instruments IncorporatedStock$16K–$65KHighReport
UBER JP Morgan Brokerage Account ⇒ Uber Technologies, Inc. CommonStock$16K–$65KHighReport
TTWO JP Morgan Brokerage Account #2 ⇒ Take-Two Interactive SoftwaStock$16K–$65KHighReport
DRI LPL Account I ⇒ Darden Restaurants, Inc. Common Stock (DRI)Stock$16K–$65KHighReport
DG LPL Account I ⇒ Dollar General Corporation Common Stock (DG)Stock$16K–$65KHighReport
ODFL LPL Account I ⇒ Old Dominion Freight Line, Inc. - Common StoStock$16K–$65KHighReport
PONPX RPB Ventures LLC ⇒ LPL Account ⇒ PIMCO Income Fund Class I-2Fund/ETF$16K–$65KHighReport
FISV JP Morgan Brokerage Account ⇒ Fiserv, Inc. - Common Stock (FStock$4K–$60KHighReport
Haven at P83 LLC ⇒ Haven at P83 PropertyReal estate$15K–$50KHighReport
MMM JP Morgan Brokerage Account ⇒ 3M Company Common Stock (MMM)Stock$15K–$50KHighReport
ABT JP Morgan Brokerage Account ⇒ Abbott Laboratories Common StoStock$15K–$50KHighReport
AMD JP Morgan Brokerage Account ⇒ Advanced Micro Devices, Inc. (Stock$15K–$50KHighReport
MO JP Morgan Brokerage Account ⇒ Altria Group, Inc. (MO)Stock$15K–$50KHighReport
AXP JP Morgan Brokerage Account ⇒ American Express Company CommoStock$15K–$50KHighReport
AMP JP Morgan Brokerage Account ⇒ Ameriprise Financial, Inc. ComStock$15K–$50KHighReport
ADI JP Morgan Brokerage Account ⇒ Analog Devices, Inc. - Common Stock$15K–$50KHighReport
AMAT JP Morgan Brokerage Account ⇒ Applied Materials, Inc. - CommStock$15K–$50KHighReport
T JP Morgan Brokerage Account ⇒ AT&T Inc. (T)Stock$15K–$50KHighReport
AXON JP Morgan Brokerage Account ⇒ Axon Enterprise, Inc. - CommonStock$15K–$50KHighReport
BLK JP Morgan Brokerage Account ⇒ BlackRock, Inc. Common Stock (Stock$15K–$50KHighReport
BX JP Morgan Brokerage Account ⇒ Blackstone Inc. Common Stock (Stock$15K–$50KHighReport
BSX JP Morgan Brokerage Account ⇒ Boston Scientific Corporation Stock$15K–$50KHighReport
COF JP Morgan Brokerage Account ⇒ Capital One Financial CorporatStock$15K–$50KHighReport
CAT JP Morgan Brokerage Account ⇒ Caterpillar, Inc. Common StockStock$15K–$50KHighReport
CRL JP Morgan Brokerage Account ⇒ Charles River Laboratories IntStock$15K–$50KHighReport
CSCO JP Morgan Brokerage Account ⇒ Cisco Systems, Inc. - Common SStock$15K–$50KHighReport
KO JP Morgan Brokerage Account ⇒ Coca-Cola Company (KO)Stock$15K–$50KHighReport
COP JP Morgan Brokerage Account ⇒ ConocoPhillips Common Stock (CStock$15K–$50KHighReport
CEG JP Morgan Brokerage Account ⇒ Constellation Energy CorporatiStock$15K–$50KHighReport
DHR JP Morgan Brokerage Account ⇒ Danaher Corporation Common StoStock$15K–$50KHighReport
ETN JP Morgan Brokerage Account ⇒ Eaton Corporation, PLC OrdinarStock$15K–$50KHighReport
ECL JP Morgan Brokerage Account ⇒ Ecolab Inc. Common Stock (ECL)Stock$15K–$50KHighReport
GRMN JP Morgan Brokerage Account ⇒ Garmin Ltd. Common Stock (GRMNStock$15K–$50KHighReport
GEV JP Morgan Brokerage Account ⇒ GE Vernova Inc. Common Stock (Stock$15K–$50KHighReport
GD JP Morgan Brokerage Account ⇒ General Dynamics Corporation CStock$15K–$50KHighReport
GILD JP Morgan Brokerage Account ⇒ Gilead Sciences, Inc. - CommonStock$15K–$50KHighReport
GS JP Morgan Brokerage Account ⇒ Goldman Sachs Group, Inc. (GS)Stock$15K–$50KHighReport
HD JP Morgan Brokerage Account ⇒ Home Depot, Inc. (HD)Stock$15K–$50KHighReport
HON JP Morgan Brokerage Account ⇒ Honeywell International Inc. (Stock$15K–$50KHighReport
ISRG JP Morgan Brokerage Account ⇒ Intuitive Surgical, Inc. - ComStock$15K–$50KHighReport
LIN JP Morgan Brokerage Account ⇒ Linde plc - Ordinary Shares (LStock$15K–$50KHighReport
MTB JP Morgan Brokerage Account ⇒ M&T Bank Corporation Common StStock$15K–$50KHighReport
MCD JP Morgan Brokerage Account ⇒ McDonald's Corporation Common Stock$15K–$50KHighReport
MCK JP Morgan Brokerage Account ⇒ McKesson Corporation Common StStock$15K–$50KHighReport
MDT JP Morgan Brokerage Account ⇒ Medtronic plc. Ordinary SharesStock$15K–$50KHighReport
MS JP Morgan Brokerage Account ⇒ Morgan Stanley Common Stock (MStock$15K–$50KHighReport
MSI JP Morgan Brokerage Account ⇒ Motorola Solutions, Inc. CommoStock$15K–$50KHighReport
NEM JP Morgan Brokerage Account ⇒ Newmont Corporation (NEM)Stock$15K–$50KHighReport
NEE JP Morgan Brokerage Account ⇒ NextEra Energy, Inc. Common StStock$15K–$50KHighReport
NTRS JP Morgan Brokerage Account ⇒ Northern Trust Corporation - CStock$15K–$50KHighReport
PH JP Morgan Brokerage Account ⇒ Parker-Hannifin Corporation CoStock$15K–$50KHighReport
PFE JP Morgan Brokerage Account ⇒ Pfizer, Inc. Common Stock (PFEStock$15K–$50KHighReport
PM JP Morgan Brokerage Account ⇒ Philip Morris International InStock$15K–$50KHighReport
PG JP Morgan Brokerage Account ⇒ Procter & Gamble Company (PG)Stock$15K–$50KHighReport
PGR JP Morgan Brokerage Account ⇒ Progressive Corporation (PGR)Stock$15K–$50KHighReport
QCOM JP Morgan Brokerage Account ⇒ QUALCOMM Incorporated - CommonStock$15K–$50KHighReport
RL JP Morgan Brokerage Account ⇒ Ralph Lauren Corporation CommoStock$15K–$50KHighReport
RTX JP Morgan Brokerage Account ⇒ RTX Corporation Common Stock (Stock$15K–$50KHighReport
SPGI JP Morgan Brokerage Account ⇒ S&P Global Inc. Common Stock (Stock$15K–$50KHighReport
STLD JP Morgan Brokerage Account ⇒ Steel Dynamics, Inc. - Common Stock$15K–$50KHighReport
SYK JP Morgan Brokerage Account ⇒ Stryker Corporation Common StoStock$15K–$50KHighReport
SYF JP Morgan Brokerage Account ⇒ Synchrony Financial Common StoStock$15K–$50KHighReport
TMUS JP Morgan Brokerage Account ⇒ T-Mobile US, Inc. (TMUS)Stock$15K–$50KHighReport
TPR JP Morgan Brokerage Account ⇒ Tapestry, Inc. Common Stock (TStock$15K–$50KHighReport
TRV JP Morgan Brokerage Account ⇒ The Travelers Companies, Inc. Stock$15K–$50KHighReport
TMO JP Morgan Brokerage Account ⇒ Thermo Fisher Scientific Inc CStock$15K–$50KHighReport
TJX JP Morgan Brokerage Account ⇒ TJX Companies, Inc. (TJX)Stock$15K–$50KHighReport
TDG JP Morgan Brokerage Account ⇒ Transdigm Group Incorporated CStock$15K–$50KHighReport
UNP JP Morgan Brokerage Account ⇒ Union Pacific Corporation CommStock$15K–$50KHighReport
VZ JP Morgan Brokerage Account ⇒ Verizon Communications Inc. CoStock$15K–$50KHighReport
VRTX JP Morgan Brokerage Account ⇒ Vertex Pharmaceuticals IncorpoStock$15K–$50KHighReport
DIS JP Morgan Brokerage Account ⇒ Walt Disney Company (DIS)Stock$15K–$50KHighReport
WAB JP Morgan Brokerage Account ⇒ Westinghouse Air Brake TechnolStock$15K–$50KHighReport
WMB JP Morgan Brokerage Account ⇒ Williams Companies, Inc. (WMB)Stock$15K–$50KHighReport
CIEN JP Morgan Brokerage Account #2 ⇒ Ciena Corporation (CIEN)Stock$15K–$50KHighReport
CRDO JP Morgan Brokerage Account #2 ⇒ Credo Technology Group HoldStock$15K–$50KHighReport
HOOD JP Morgan Brokerage Account #2 ⇒ Robinhood Markets, Inc. - CStock$15K–$50KHighReport
SHOP JP Morgan Brokerage Account #2 ⇒ Shopify Inc. - Class A SuboStock$15K–$50KHighReport
SNOW JP Morgan Brokerage Account #2 ⇒ Snowflake Inc. Common StockStock$15K–$50KHighReport
TSM JP Morgan Brokerage Account #2 ⇒ Taiwan Semiconductor ManufaStock$15K–$50KHighReport
TWLO JP Morgan Brokerage Account #2 ⇒ Twilio Inc. Class A Common Stock$15K–$50KHighReport
GLDM KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ SPDR Gold MiniShaFund/ETF$15K–$50KHighReport
JPST LPL Account I ⇒ JPMorgan Ultra-Short Income ETF (JPST)Fund/ETF$15K–$50KHighReport
PFTPX LPL Account I ⇒ PIMCO Low Duration Income Fund Class I-2 (PFFund/ETF$15K–$50KHighReport
AFDZX LPL Account II ⇒ Applied Finance Explorer Fund InstitutionalFund/ETF$15K–$50KHighReport
FDBC LPL Account II ⇒ Fidelity D & D Bancorp, Inc. - Common StockStock$15K–$50KHighReport
FPFIX LPL Account III ⇒ FPA Flexible Fixed Income Fund (FPFIX)Fund/ETF$15K–$50KHighReport
LPL Account III ⇒ US Treasury Note 6/30/26Bond$15K–$50KHighReport
AFAZX Rollover IRA ⇒ Applied Finance Dividend Fund Institutional CFund/ETF$15K–$50KHighReport
LCRIX Rollover IRA ⇒ Leuthold Core Investment Fund Inst Cl (LCRIX)Fund/ETF$15K–$50KHighReport
FTHSX Roth IRA ⇒ FullerThaler Behavioral Small-Cap Equity Fund InsFund/ETF$15K–$50KHighReport
RPB Ventures LLC ⇒ Haven at Arrowhead LLC ⇒ Haven at ArrowheReal estate$15K–$50KHighReport
US Treasury Note 06/30/27Stock$15K–$50KMediumLater trade
ALL JP Morgan Brokerage Account ⇒ Allstate Corporation (ALL)Stock$3K–$45KHighReport
CDNS JP Morgan Brokerage Account ⇒ Cadence Design Systems, Inc. -Stock$3K–$45KHighReport
ORLY JP Morgan Brokerage Account ⇒ O'Reilly Automotive, Inc. - CoStock$3K–$45KHighReport
SNPS JP Morgan Brokerage Account ⇒ Synopsys, Inc. - Common Stock Stock$3K–$45KHighReport
URI JP Morgan Brokerage Account ⇒ United Rentals, Inc. Common StStock$3K–$45KHighReport
SPAB KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDRFund/ETF$3K–$45KHighReport
DAL Etrade Brokerage Account ⇒ Delta Air Lines, Inc. Common StocStock$2K–$30KHighReport
DXCM Etrade Brokerage Account ⇒ DexCom, Inc. - Common Stock (DXCMStock$2K–$30KHighReport
AME JP Morgan Brokerage Account ⇒ AMETEK, Inc. (AME)Stock$2K–$30KHighReport
AON JP Morgan Brokerage Account ⇒ Aon plc Class A Ordinary ShareStock$2K–$30KHighReport
ADP JP Morgan Brokerage Account ⇒ Automatic Data Processing, IncStock$2K–$30KHighReport
AZO JP Morgan Brokerage Account ⇒ AutoZone, Inc. Common Stock (AStock$2K–$30KHighReport
CDW JP Morgan Brokerage Account ⇒ CDW Corporation - Common StockStock$2K–$30KHighReport
CHD JP Morgan Brokerage Account ⇒ Church & Dwight Company, Inc. Stock$2K–$30KHighReport
CPRT JP Morgan Brokerage Account ⇒ Copart, Inc. - Common Stock (CStock$2K–$30KHighReport
FICO JP Morgan Brokerage Account ⇒ Fair Isaac Corporation Common Stock$2K–$30KHighReport
HCA JP Morgan Brokerage Account ⇒ HCA Healthcare, Inc. Common StStock$2K–$30KHighReport
IDXX JP Morgan Brokerage Account ⇒ IDEXX Laboratories, Inc. - ComStock$2K–$30KHighReport
LMT JP Morgan Brokerage Account ⇒ Lockheed Martin Corporation CoStock$2K–$30KHighReport
MPC JP Morgan Brokerage Account ⇒ Marathon Petroleum CorporationStock$2K–$30KHighReport
MTD JP Morgan Brokerage Account ⇒ Mettler-Toledo International, Stock$2K–$30KHighReport
NDAQ JP Morgan Brokerage Account ⇒ Nasdaq, Inc. - Common Stock (NStock$2K–$30KHighReport
REGN JP Morgan Brokerage Account ⇒ Regeneron Pharmaceuticals, IncStock$2K–$30KHighReport
RMD JP Morgan Brokerage Account ⇒ ResMed Inc. Common Stock (RMD)Stock$2K–$30KHighReport
ROP JP Morgan Brokerage Account ⇒ Roper Technologies, Inc. (ROP)Stock$2K–$30KHighReport
SHW JP Morgan Brokerage Account ⇒ Sherwin-Williams Company (SHW)Stock$2K–$30KHighReport
TDY JP Morgan Brokerage Account ⇒ Teledyne Technologies IncorporStock$2K–$30KHighReport
CI JP Morgan Brokerage Account ⇒ The Cigna Group Common Stock (Stock$2K–$30KHighReport
HSY JP Morgan Brokerage Account ⇒ The Hershey Company Common StoStock$2K–$30KHighReport
TSCO JP Morgan Brokerage Account ⇒ Tractor Supply Company - CommoStock$2K–$30KHighReport
GWW JP Morgan Brokerage Account ⇒ W.W. Grainger, Inc. Common StoStock$2K–$30KHighReport
BKNG JP Morgan Brokerage Account #2 ⇒ Booking Holdings Inc. - ComStock$2K–$30KHighReport
FDS KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ FactSet Research Stock$2K–$30KHighReport
LULU KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ lululemon athletiStock$2K–$30KHighReport
LKQ LPL Account I ⇒ LKQ Corporation - Common Stock (LKQ)Stock$2K–$30KHighReport
DPZ LPL Account II ⇒ Domino's Pizza Inc - Common Stock (DPZ)Stock$2K–$30KHighReport
DURPX Rollover IRA ⇒ U.S. High Relative Profitability Portfolio InFund/ETF$2K–$30KHighReport
IBP RPB Ventures LLC ⇒ LPL Account ⇒ Installed Building ProductsStock$2K–$30KHighReport
JP Morgan Brokerage Account #2 ⇒ Sweep AccountCash$1K–$15KHighReport
272 small positions (each ≤ $15K), total $272K–$4.1M, 1 from later trades. Click to expand.
AssetTypeEstimated rangeConfidenceCame from
LYV Etrade Brokerage Account ⇒ Live Nation Entertainment, Inc. CStock$1K–$15KHighReport
NCLH Etrade Brokerage Account ⇒ Norwegian Cruise Line Holdings LtStock$1K–$15KHighReport
AFL JP Morgan Brokerage Account ⇒ AFLAC Incorporated Common StocStock$1K–$15KHighReport
A JP Morgan Brokerage Account ⇒ Agilent Technologies, Inc. ComStock$1K–$15KHighReport
APD JP Morgan Brokerage Account ⇒ Air Products and Chemicals, InStock$1K–$15KHighReport
ALLE JP Morgan Brokerage Account ⇒ Allegion plc Ordinary Shares (Stock$1K–$15KHighReport
AMCR JP Morgan Brokerage Account ⇒ Amcor plc Ordinary Shares (AMCStock$1K–$15KHighReport
AEP JP Morgan Brokerage Account ⇒ American Electric Power CompanStock$1K–$15KHighReport
AIG JP Morgan Brokerage Account ⇒ American International Group, Stock$1K–$15KHighReport
AMT JP Morgan Brokerage Account ⇒ American Tower Corporation (AMStock$1K–$15KHighReport
AWK JP Morgan Brokerage Account ⇒ American Water Works Company, Stock$1K–$15KHighReport
ADM JP Morgan Brokerage Account ⇒ Archer-Daniels-Midland CompanyStock$1K–$15KHighReport
AJG JP Morgan Brokerage Account ⇒ Arthur J. Gallagher & Co. CommStock$1K–$15KHighReport
ATO JP Morgan Brokerage Account ⇒ Atmos Energy Corporation CommoStock$1K–$15KHighReport
ADSK JP Morgan Brokerage Account ⇒ Autodesk, Inc. - Common Stock Stock$1K–$15KHighReport
AVB JP Morgan Brokerage Account ⇒ AvalonBay Communities, Inc. CoStock$1K–$15KHighReport
BKR JP Morgan Brokerage Account ⇒ Baker Hughes Company - Common Stock$1K–$15KHighReport
BALL JP Morgan Brokerage Account ⇒ Ball Corporation Common Stock Stock$1K–$15KHighReport
BAX JP Morgan Brokerage Account ⇒ Baxter International Inc. CommStock$1K–$15KHighReport
BDX JP Morgan Brokerage Account ⇒ Becton, Dickinson and Company Stock$1K–$15KHighReport
BIIB JP Morgan Brokerage Account ⇒ Biogen Inc. - Common Stock (BIStock$1K–$15KHighReport
BR JP Morgan Brokerage Account ⇒ Broadridge Financial SolutionsStock$1K–$15KHighReport
BXP JP Morgan Brokerage Account ⇒ BXP, Inc. Common Stock (BXP)Stock$1K–$15KHighReport
CPT JP Morgan Brokerage Account ⇒ Camden Property Trust Common SStock$1K–$15KHighReport
CAH JP Morgan Brokerage Account ⇒ Cardinal Health, Inc. Common SStock$1K–$15KHighReport
CARR JP Morgan Brokerage Account ⇒ Carrier Global Corporation ComStock$1K–$15KHighReport
CBOE JP Morgan Brokerage Account ⇒ Cboe Global Markets, Inc. (CBOStock$1K–$15KHighReport
CBRE JP Morgan Brokerage Account ⇒ CBRE Group Inc Common Stock ClStock$1K–$15KHighReport
COR JP Morgan Brokerage Account ⇒ Cencora, Inc. Common Stock (COStock$1K–$15KHighReport
CNP JP Morgan Brokerage Account ⇒ CenterPoint Energy, Inc (CNP)Stock$1K–$15KHighReport
CHTR JP Morgan Brokerage Account ⇒ Charter Communications, Inc. -Stock$1K–$15KHighReport
CMG JP Morgan Brokerage Account ⇒ Chipotle Mexican Grill, Inc. CStock$1K–$15KHighReport
CME JP Morgan Brokerage Account ⇒ CME Group Inc. - Class A CommoStock$1K–$15KHighReport
CMS JP Morgan Brokerage Account ⇒ CMS Energy Corporation Common Stock$1K–$15KHighReport
CTSH JP Morgan Brokerage Account ⇒ Cognizant Technology SolutionsStock$1K–$15KHighReport
CL JP Morgan Brokerage Account ⇒ Colgate-Palmolive Company CommStock$1K–$15KHighReport
ED JP Morgan Brokerage Account ⇒ Consolidated Edison, Inc. CommStock$1K–$15KHighReport
STZ JP Morgan Brokerage Account ⇒ Constellation Brands, Inc. ComStock$1K–$15KHighReport
GLW JP Morgan Brokerage Account ⇒ Corning Incorporated Common StStock$1K–$15KHighReport
CTVA JP Morgan Brokerage Account ⇒ Corteva, Inc. Common Stock (CTStock$1K–$15KHighReport
CTRA JP Morgan Brokerage Account ⇒ Coterra Energy Inc. Common StoStock$1K–$15KHighReport
CCI JP Morgan Brokerage Account ⇒ Crown Castle Inc. Common StockStock$1K–$15KHighReport
CMI JP Morgan Brokerage Account ⇒ Cummins Inc. Common Stock (CMIStock$1K–$15KHighReport
DHI JP Morgan Brokerage Account ⇒ D.R. Horton, Inc. Common StockStock$1K–$15KHighReport
DVA JP Morgan Brokerage Account ⇒ DaVita Inc. Common Stock (DVA)Stock$1K–$15KHighReport
SRE JP Morgan Brokerage Account ⇒ DBA Sempra Common Stock (SRE)Stock$1K–$15KHighReport
DELL JP Morgan Brokerage Account ⇒ Dell Technologies Inc. Class CStock$1K–$15KHighReport
DVN JP Morgan Brokerage Account ⇒ Devon Energy Corporation CommoStock$1K–$15KHighReport
DLR JP Morgan Brokerage Account ⇒ Digital Realty Trust, Inc. ComStock$1K–$15KHighReport
D JP Morgan Brokerage Account ⇒ Dominion Energy, Inc. Common SStock$1K–$15KHighReport
DASH JP Morgan Brokerage Account ⇒ DoorDash, Inc. - Common Stock Stock$1K–$15KHighReport
DOV JP Morgan Brokerage Account ⇒ Dover Corporation Common StockStock$1K–$15KHighReport
DOW JP Morgan Brokerage Account ⇒ Dow Inc. Common Stock (DOW)Stock$1K–$15KHighReport
DTE JP Morgan Brokerage Account ⇒ DTE Energy Company Common StocStock$1K–$15KHighReport
DUK JP Morgan Brokerage Account ⇒ Duke Energy Corporation (DUK)Stock$1K–$15KHighReport
EBAY JP Morgan Brokerage Account ⇒ eBay Inc. - Common Stock (EBAYStock$1K–$15KHighReport
EW JP Morgan Brokerage Account ⇒ Edwards Lifesciences CorporatiStock$1K–$15KHighReport
EA JP Morgan Brokerage Account ⇒ Electronic Arts Inc. - Common Stock$1K–$15KHighReport
ETR JP Morgan Brokerage Account ⇒ Entergy Corporation Common StoStock$1K–$15KHighReport
EOG JP Morgan Brokerage Account ⇒ EOG Resources, Inc. Common StoStock$1K–$15KHighReport
EQT JP Morgan Brokerage Account ⇒ EQT Corporation Common Stock (Stock$1K–$15KHighReport
EFX JP Morgan Brokerage Account ⇒ Equifax, Inc. Common Stock (EFStock$1K–$15KHighReport
EQIX JP Morgan Brokerage Account ⇒ Equinix, Inc. - Common Stock (Stock$1K–$15KHighReport
EQR JP Morgan Brokerage Account ⇒ Equity Residential Common SharStock$1K–$15KHighReport
ESS JP Morgan Brokerage Account ⇒ Essex Property Trust, Inc. ComStock$1K–$15KHighReport
ES JP Morgan Brokerage Account ⇒ Eversource Energy (ES)Stock$1K–$15KHighReport
EXC JP Morgan Brokerage Account ⇒ Exelon Corporation (EXC)Stock$1K–$15KHighReport
EXE JP Morgan Brokerage Account ⇒ Expand Energy Corp (EXE)Other$1K–$15KHighReport
EXPE JP Morgan Brokerage Account ⇒ Expedia Group, Inc. - Common SStock$1K–$15KHighReport
EXR JP Morgan Brokerage Account ⇒ Extra Space Storage Inc CommonStock$1K–$15KHighReport
FFIV JP Morgan Brokerage Account ⇒ F5, Inc. - Common Stock (FFIV)Stock$1K–$15KHighReport
FAST JP Morgan Brokerage Account ⇒ Fastenal Company - Common StocStock$1K–$15KHighReport
FITB JP Morgan Brokerage Account ⇒ Fifth Third Bancorp - Common SStock$1K–$15KHighReport
FE JP Morgan Brokerage Account ⇒ FirstEnergy Corp. Common StockStock$1K–$15KHighReport
F JP Morgan Brokerage Account ⇒ Ford Motor Company Common StocStock$1K–$15KHighReport
FTNT JP Morgan Brokerage Account ⇒ Fortinet, Inc. - Common Stock Stock$1K–$15KHighReport
FTV JP Morgan Brokerage Account ⇒ Fortive Corporation Common StoStock$1K–$15KHighReport
FOX JP Morgan Brokerage Account ⇒ Fox Corporation - Class B CommStock$1K–$15KHighReport
FCX JP Morgan Brokerage Account ⇒ Freeport-McMoRan, Inc. Common Stock$1K–$15KHighReport
GEHC JP Morgan Brokerage Account ⇒ GE HealthCare Technologies IncStock$1K–$15KHighReport
GEN JP Morgan Brokerage Account ⇒ Gen Digital Inc. - Common StocStock$1K–$15KHighReport
GNRC JP Morgan Brokerage Account ⇒ Generac Holdlings Inc. Common Stock$1K–$15KHighReport
GIS JP Morgan Brokerage Account ⇒ General Mills, Inc. Common StoStock$1K–$15KHighReport
GM JP Morgan Brokerage Account ⇒ General Motors Company Common Stock$1K–$15KHighReport
GDDY JP Morgan Brokerage Account ⇒ GoDaddy Inc. Class A Common StStock$1K–$15KHighReport
HSIC JP Morgan Brokerage Account ⇒ Henry Schein, Inc. - Common StStock$1K–$15KHighReport
HLT JP Morgan Brokerage Account ⇒ Hilton Worldwide Holdings Inc.Stock$1K–$15KHighReport
HWM JP Morgan Brokerage Account ⇒ Howmet Aerospace Inc. Common SStock$1K–$15KHighReport
HUBB JP Morgan Brokerage Account ⇒ Hubbell Inc Common Stock (HUBBStock$1K–$15KHighReport
HBAN JP Morgan Brokerage Account ⇒ Huntington Bancshares IncorporStock$1K–$15KHighReport
ITW JP Morgan Brokerage Account ⇒ Illinois Tool Works Inc. CommoStock$1K–$15KHighReport
INCY JP Morgan Brokerage Account ⇒ Incyte Corporation - Common StStock$1K–$15KHighReport
IR JP Morgan Brokerage Account ⇒ Ingersoll Rand Inc. Common StoStock$1K–$15KHighReport
PODD JP Morgan Brokerage Account ⇒ Insulet Corporation - Common SStock$1K–$15KHighReport
ICE JP Morgan Brokerage Account ⇒ Intercontinental Exchange Inc.Stock$1K–$15KHighReport
IP JP Morgan Brokerage Account ⇒ International Paper Company CoStock$1K–$15KHighReport
IVZ JP Morgan Brokerage Account ⇒ Invesco Ltd Common Stock (IVZ)Stock$1K–$15KHighReport
INVH JP Morgan Brokerage Account ⇒ Invitation Homes Inc. Common SStock$1K–$15KHighReport
IQV JP Morgan Brokerage Account ⇒ IQVIA Holdings, Inc. Common StStock$1K–$15KHighReport
IRM JP Morgan Brokerage Account ⇒ Iron Mountain Incorporated (IRStock$1K–$15KHighReport
JCI JP Morgan Brokerage Account ⇒ Johnson Controls InternationalStock$1K–$15KHighReport
KVUE JP Morgan Brokerage Account ⇒ Kenvue Inc. Common Stock (KVUEStock$1K–$15KHighReport
KEY JP Morgan Brokerage Account ⇒ KeyCorp Common Stock (KEY)Stock$1K–$15KHighReport
KMB JP Morgan Brokerage Account ⇒ Kimberly-Clark Corporation ComStock$1K–$15KHighReport
KIM JP Morgan Brokerage Account ⇒ Kimco Realty Corporation (KIM)Stock$1K–$15KHighReport
KMI JP Morgan Brokerage Account ⇒ Kinder Morgan, Inc. Common StoStock$1K–$15KHighReport
KKR JP Morgan Brokerage Account ⇒ KKR & Co. Inc. Common Stock (KStock$1K–$15KHighReport
KLAC JP Morgan Brokerage Account ⇒ KLA Corporation - Common StockStock$1K–$15KHighReport
KR JP Morgan Brokerage Account ⇒ Kroger Company (KR)Stock$1K–$15KHighReport
LHX JP Morgan Brokerage Account ⇒ L3Harris Technologies, Inc. CoStock$1K–$15KHighReport
LH JP Morgan Brokerage Account ⇒ Labcorp Holdings Inc. Common SStock$1K–$15KHighReport
LDOS JP Morgan Brokerage Account ⇒ Leidos Holdings, Inc. Common SStock$1K–$15KHighReport
L JP Morgan Brokerage Account ⇒ Loews Corporation Common StockStock$1K–$15KHighReport
LYB JP Morgan Brokerage Account ⇒ LyondellBasell Industries NV OStock$1K–$15KHighReport
MAR JP Morgan Brokerage Account ⇒ Marriott International - ClassStock$1K–$15KHighReport
MMC JP Morgan Brokerage Account ⇒ Marsh & McLennan Companies, InStock$1K–$15KHighReport
MLM JP Morgan Brokerage Account ⇒ Martin Marietta Materials, IncStock$1K–$15KHighReport
MAS JP Morgan Brokerage Account ⇒ Masco Corporation Common StockStock$1K–$15KHighReport
MKC JP Morgan Brokerage Account ⇒ McCormick & Company, IncorporaStock$1K–$15KHighReport
MET JP Morgan Brokerage Account ⇒ MetLife, Inc. Common Stock (MEStock$1K–$15KHighReport
MCHP JP Morgan Brokerage Account ⇒ Microchip Technology IncorporaStock$1K–$15KHighReport
MAA JP Morgan Brokerage Account ⇒ Mid-America Apartment CommunitStock$1K–$15KHighReport
MHK JP Morgan Brokerage Account ⇒ Mohawk Industries, Inc. CommonStock$1K–$15KHighReport
MOH JP Morgan Brokerage Account ⇒ Molina Healthcare Inc Common SStock$1K–$15KHighReport
MDLZ JP Morgan Brokerage Account ⇒ Mondelez International, Inc. -Stock$1K–$15KHighReport
MPWR JP Morgan Brokerage Account ⇒ Monolithic Power Systems, Inc.Stock$1K–$15KHighReport
MNST JP Morgan Brokerage Account ⇒ Monster Beverage Corporation -Stock$1K–$15KHighReport
MCO JP Morgan Brokerage Account ⇒ Moody's Corporation Common StoStock$1K–$15KHighReport
MOS JP Morgan Brokerage Account ⇒ Mosaic Company (MOS)Stock$1K–$15KHighReport
MSCI JP Morgan Brokerage Account ⇒ MSCI Inc. Common Stock (MSCI)Stock$1K–$15KHighReport
NWSA JP Morgan Brokerage Account ⇒ News Corporation - Class A ComStock$1K–$15KHighReport
NWS JP Morgan Brokerage Account ⇒ News Corporation - Class B ComStock$1K–$15KHighReport
NKE JP Morgan Brokerage Account ⇒ Nike, Inc. Common Stock (NKE)Stock$1K–$15KHighReport
NI JP Morgan Brokerage Account ⇒ NiSource Inc Common Stock (NI)Stock$1K–$15KHighReport
NSC JP Morgan Brokerage Account ⇒ Norfolk Southern Corporation CStock$1K–$15KHighReport
NOC JP Morgan Brokerage Account ⇒ Northrop Grumman Corporation CStock$1K–$15KHighReport
NRG JP Morgan Brokerage Account ⇒ NRG Energy, Inc. Common Stock Stock$1K–$15KHighReport
NXPI JP Morgan Brokerage Account ⇒ NXP Semiconductors N.V. - CommStock$1K–$15KHighReport
OXY JP Morgan Brokerage Account ⇒ Occidental Petroleum CorporatiStock$1K–$15KHighReport
OKE JP Morgan Brokerage Account ⇒ ONEOK, Inc. Common Stock (OKE)Stock$1K–$15KHighReport
OTIS JP Morgan Brokerage Account ⇒ Otis Worldwide Corporation ComStock$1K–$15KHighReport
PCAR JP Morgan Brokerage Account ⇒ PACCAR Inc. - Common Stock (PCStock$1K–$15KHighReport
PCG JP Morgan Brokerage Account ⇒ Pacific Gas & Electric Co. ComStock$1K–$15KHighReport
PAYX JP Morgan Brokerage Account ⇒ Paychex, Inc. - Common Stock (Stock$1K–$15KHighReport
PYPL JP Morgan Brokerage Account ⇒ PayPal Holdings, Inc. - CommonStock$1K–$15KHighReport
PSX JP Morgan Brokerage Account ⇒ Phillips 66 Common Stock (PSX)Stock$1K–$15KHighReport
PNC JP Morgan Brokerage Account ⇒ PNC Financial Services Group, Stock$1K–$15KHighReport
PPL JP Morgan Brokerage Account ⇒ PPL Corporation Common Stock (Stock$1K–$15KHighReport
PLD JP Morgan Brokerage Account ⇒ Prologis, Inc. Common Stock (PStock$1K–$15KHighReport
PEG JP Morgan Brokerage Account ⇒ Public Service Enterprise GrouStock$1K–$15KHighReport
PSA JP Morgan Brokerage Account ⇒ Public Storage Common Stock (PStock$1K–$15KHighReport
PWR JP Morgan Brokerage Account ⇒ Quanta Services, Inc. Common SStock$1K–$15KHighReport
DGX JP Morgan Brokerage Account ⇒ Quest Diagnostics IncorporatedStock$1K–$15KHighReport
O JP Morgan Brokerage Account ⇒ Realty Income Corporation CommStock$1K–$15KHighReport
REG JP Morgan Brokerage Account ⇒ Regency Centers Corporation (RStock$1K–$15KHighReport
RF JP Morgan Brokerage Account ⇒ Regions Financial Corporation Stock$1K–$15KHighReport
RSG JP Morgan Brokerage Account ⇒ Republic Services, Inc. CommonStock$1K–$15KHighReport
ROL JP Morgan Brokerage Account ⇒ Rollins, Inc. Common Stock (ROStock$1K–$15KHighReport
ROST JP Morgan Brokerage Account ⇒ Ross Stores, Inc. - Common StoStock$1K–$15KHighReport
RCL JP Morgan Brokerage Account ⇒ Royal Caribbean Cruises Ltd. CStock$1K–$15KHighReport
STX JP Morgan Brokerage Account ⇒ Seagate Technology Holdings PLStock$1K–$15KHighReport
SPG JP Morgan Brokerage Account ⇒ Simon Property Group, Inc. ComStock$1K–$15KHighReport
SW JP Morgan Brokerage Account ⇒ Smurfit WestRock plc Ordinary Stock$1K–$15KHighReport
SOLS JP Morgan Brokerage Account ⇒ Sollensys Corp. (SOLS)Stock$1K–$15KHighReport
SO JP Morgan Brokerage Account ⇒ Southern Company (SO)Stock$1K–$15KHighReport
SBUX JP Morgan Brokerage Account ⇒ Starbucks Corporation - CommonStock$1K–$15KHighReport
STT JP Morgan Brokerage Account ⇒ State Street Corporation CommoStock$1K–$15KHighReport
STE JP Morgan Brokerage Account ⇒ STERIS plc (STE)Stock$1K–$15KHighReport
SYY JP Morgan Brokerage Account ⇒ Sysco Corporation Common StockStock$1K–$15KHighReport
TRGP JP Morgan Brokerage Account ⇒ Targa Resources, Inc. Common SStock$1K–$15KHighReport
TEL JP Morgan Brokerage Account ⇒ TE Connectivity plc Ordinary SStock$1K–$15KHighReport
TPL JP Morgan Brokerage Account ⇒ Texas Pacific Land CorporationStock$1K–$15KHighReport
AES JP Morgan Brokerage Account ⇒ The AES Corporation Common StoStock$1K–$15KHighReport
BK JP Morgan Brokerage Account ⇒ The Bank of New York Mellon CoStock$1K–$15KHighReport
HIG JP Morgan Brokerage Account ⇒ The Hartford Insurance Group, Stock$1K–$15KHighReport
KHC JP Morgan Brokerage Account ⇒ The Kraft Heinz Company - CommStock$1K–$15KHighReport
TT JP Morgan Brokerage Account ⇒ Trane Technologies plc (TT)Stock$1K–$15KHighReport
TFC JP Morgan Brokerage Account ⇒ Truist Financial Corporation CStock$1K–$15KHighReport
TYL JP Morgan Brokerage Account ⇒ Tyler Technologies, Inc. CommoStock$1K–$15KHighReport
USB JP Morgan Brokerage Account ⇒ U.S. Bancorp Common Stock (USBStock$1K–$15KHighReport
UDR JP Morgan Brokerage Account ⇒ UDR, Inc. Common Stock (UDR)Stock$1K–$15KHighReport
UPS JP Morgan Brokerage Account ⇒ United Parcel Service, Inc. CoStock$1K–$15KHighReport
UHS JP Morgan Brokerage Account ⇒ Universal Health Services, IncStock$1K–$15KHighReport
VLO JP Morgan Brokerage Account ⇒ Valero Energy Corporation CommStock$1K–$15KHighReport
VTR JP Morgan Brokerage Account ⇒ Ventas, Inc. Common Stock (VTRStock$1K–$15KHighReport
VRSK JP Morgan Brokerage Account ⇒ Verisk Analytics, Inc. - CommoStock$1K–$15KHighReport
VICI JP Morgan Brokerage Account ⇒ VICI Properties Inc. Common StStock$1K–$15KHighReport
VST JP Morgan Brokerage Account ⇒ Vistra Corp. Common Stock (VSTStock$1K–$15KHighReport
VMC JP Morgan Brokerage Account ⇒ Vulcan Materials Company (VMC)Stock$1K–$15KHighReport
WRB JP Morgan Brokerage Account ⇒ W.R. Berkley Corporation CommoStock$1K–$15KHighReport
WM JP Morgan Brokerage Account ⇒ Waste Management, Inc. Common Stock$1K–$15KHighReport
WAT JP Morgan Brokerage Account ⇒ Waters Corporation Common StocStock$1K–$15KHighReport
WELL JP Morgan Brokerage Account ⇒ Welltower Inc. Common Stock (WStock$1K–$15KHighReport
WTW JP Morgan Brokerage Account ⇒ Willis Towers Watson Public LiStock$1K–$15KHighReport
WDAY JP Morgan Brokerage Account ⇒ Workday, Inc. - Class A CommonStock$1K–$15KHighReport
XEL JP Morgan Brokerage Account ⇒ Xcel Energy Inc. (XEL)Stock$1K–$15KHighReport
XYL JP Morgan Brokerage Account ⇒ Xylem Inc. Common Stock New (XStock$1K–$15KHighReport
YUM JP Morgan Brokerage Account ⇒ Yum! Brands, Inc. (YUM)Stock$1K–$15KHighReport
ZBRA JP Morgan Brokerage Account ⇒ Zebra Technologies CorporationStock$1K–$15KHighReport
ZTS JP Morgan Brokerage Account ⇒ Zoetis Inc. Class A Common StoStock$1K–$15KHighReport
ALGM JP Morgan Brokerage Account #2 ⇒ Allegro MicroSystems, Inc. Stock$1K–$15KHighReport
APP JP Morgan Brokerage Account #2 ⇒ Applovin Corporation - ClasStock$1K–$15KHighReport
ASML JP Morgan Brokerage Account #2 ⇒ ASML Holding N.V. - New YorStock$1K–$15KHighReport
TEAM JP Morgan Brokerage Account #2 ⇒ Atlassian Corporation - ClaStock$1K–$15KHighReport
COIN JP Morgan Brokerage Account #2 ⇒ Coinbase Global, Inc. - ClaStock$1K–$15KHighReport
CFLT JP Morgan Brokerage Account #2 ⇒ Confluent, Inc. - Class A CStock$1K–$15KHighReport
DDOG JP Morgan Brokerage Account #2 ⇒ Datadog, Inc. - Class A ComStock$1K–$15KHighReport
ESTC JP Morgan Brokerage Account #2 ⇒ Elastic N.V. Ordinary ShareStock$1K–$15KHighReport
GTLB JP Morgan Brokerage Account #2 ⇒ GitLab Inc. - Class A CommoStock$1K–$15KHighReport
HUBS JP Morgan Brokerage Account #2 ⇒ HubSpot, Inc. Common Stock Stock$1K–$15KHighReport
LMND JP Morgan Brokerage Account #2 ⇒ Lemonade, Inc. Common StockStock$1K–$15KHighReport
MTSI JP Morgan Brokerage Account #2 ⇒ MACOM Technology Solutions Stock$1K–$15KHighReport
MELI JP Morgan Brokerage Account #2 ⇒ MercadoLibre, Inc. - CommonStock$1K–$15KHighReport
MNDY JP Morgan Brokerage Account #2 ⇒ monday.com Ltd. - Ordinary Stock$1K–$15KHighReport
MDB JP Morgan Brokerage Account #2 ⇒ MongoDB, Inc. - Class A ComStock$1K–$15KHighReport
NU JP Morgan Brokerage Account #2 ⇒ Nu Holdings Ltd. Class A OrStock$1K–$15KHighReport
OKTA JP Morgan Brokerage Account #2 ⇒ Okta, Inc. - Class A CommonStock$1K–$15KHighReport
PCOR JP Morgan Brokerage Account #2 ⇒ Procore Technologies, Inc. Stock$1K–$15KHighReport
SE JP Morgan Brokerage Account #2 ⇒ Sea Limited American DeposiStock$1K–$15KHighReport
TTAN JP Morgan Brokerage Account #2 ⇒ ServiceTitan, Inc. - Class Stock$1K–$15KHighReport
SPOT JP Morgan Brokerage Account #2 ⇒ Spotify Technology S.A. OrdStock$1K–$15KHighReport
TEM JP Morgan Brokerage Account #2 ⇒ Tempus AI, Inc. - Class A CStock$1K–$15KHighReport
TTD JP Morgan Brokerage Account #2 ⇒ The Trade Desk, Inc. - ClasStock$1K–$15KHighReport
VEEV JP Morgan Brokerage Account #2 ⇒ Veeva Systems Inc. Class A Stock$1K–$15KHighReport
VICR JP Morgan Brokerage Account #2 ⇒ Vicor Corporation - Common Stock$1K–$15KHighReport
WRBY JP Morgan Brokerage Account #2 ⇒ Warby Parker Inc. Class A CStock$1K–$15KHighReport
ZM JP Morgan Brokerage Account #2 ⇒ Zoom Communications, Inc. -Stock$1K–$15KHighReport
CMNIX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Calamos Market NeFund/ETF$1K–$15KHighReport
DE KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Deere & Company CStock$1K–$15KHighReport
GL KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Globe Life Inc. CStock$1K–$15KHighReport
XSVM KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Invesco S&P SmallFund/ETF$1K–$15KHighReport
TIP KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ iShares TIPS BondFund/ETF$1K–$15KHighReport
JHQTX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ JPMorgan Hedged EFund/ETF$1K–$15KHighReport
PEDPX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ PIMCO Extended DuFund/ETF$1K–$15KHighReport
PMOPX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ PIMCO Moderate DuFund/ETF$1K–$15KHighReport
SCHX KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Schwab U.S. LargeFund/ETF$1K–$15KHighReport
SPTL KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDRFund/ETF$1K–$15KHighReport
SPMD KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDRFund/ETF$1K–$15KHighReport
SPSM KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ State Street SPDRFund/ETF$1K–$15KHighReport
VBR KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Vanguard Small-CaFund/ETF$1K–$15KHighReport
VTI KCI Holdings LLC ⇒ LPL Brokerage Account ⇒ Vanguard Total StFund/ETF$1K–$15KHighReport
CACI LPL Account I ⇒ CACI International, Inc. Class A Common StocStock$1K–$15KHighReport
CHE LPL Account I ⇒ Chemed Corp (CHE)Stock$1K–$15KHighReport
GPK LPL Account I ⇒ Graphic Packaging Holding Company (GPK)Stock$1K–$15KHighReport
PCTY LPL Account I ⇒ Paylocity Holding Corporation - Common StockStock$1K–$15KHighReport
PHM LPL Account I ⇒ PulteGroup, Inc. Common Stock (PHM)Stock$1K–$15KHighReport
THO LPL Account I ⇒ Thor Industries, Inc. Common Stock (THO)Stock$1K–$15KHighReport
WGO LPL Account I ⇒ Winnebago Industries, Inc. Common Stock (WGOStock$1K–$15KHighReport
LPL Account III ⇒ US Treasury Note 1/31/26Bond$1K–$15KHighReport
FDAGX NYLIFE Securities IRA ⇒ Fidelity Advisor Consumer Staples FuFund/ETF$1K–$15KHighReport
FCLAX NYLIFE Securities IRA ⇒ Fidelity Advisor Industrials Cl A (FFund/ETF$1K–$15KHighReport
JDBAX NYLIFE Securities Roth IRA ⇒ Janus Henderson Balanced Fund -Fund/ETF$1K–$15KHighReport
MSXAX NYLIFE Securities Roth IRA ⇒ NYLI S&P 500 Index Fund Class AFund/ETF$1K–$15KHighReport
CVS Rollover IRA ⇒ CVS Health Corporation Common Stock (CVS)Stock$1K–$15KHighReport
HCSG Rollover IRA ⇒ Healthcare Services Group, Inc. - Common StocStock$1K–$15KHighReport
SLB Rollover IRA ⇒ SLB Limited Common Shares (SLB)Stock$1K–$15KHighReport
DFSTX Roth IRA ⇒ DFA U.S. Small Cap Portfolio (DFSTX)Fund/ETF$1K–$15KHighReport
DFSCX Roth IRA ⇒ DFA U.S. Micro Cap Portfolio (DFSCX)Fund/ETF$1K–$15KHighReport
DFSVX Roth IRA ⇒ DFA U.S. Small Cap Value Portfolio (DFSVX)Fund/ETF$1K–$15KHighReport
IWP Roth IRA ⇒ iShares Russell Midcap Growth ETF (IWP)Fund/ETF$1K–$15KHighReport
LST Roth IRA ⇒ Leuthold Select Industries ETF (LST)Fund/ETF$1K–$15KHighReport
BIL Roth IRA ⇒ State Street SPDR Bloomberg 1-3 Month T-Bill ETF Fund/ETF$1K–$15KHighReport
RPB Ventures LLC ⇒ MVP LS FUND CDIII LLC SERIES 1Other$1K–$15KHighReport
ACN RPB Ventures LLC ⇒ LPL Account ⇒ Accenture plc Class A OrdinStock$1K–$15KHighReport
CPAY RPB Ventures LLC ⇒ LPL Account ⇒ Corpay, Inc. Common Stock (Stock$1K–$15KHighReport
DECK RPB Ventures LLC ⇒ LPL Account ⇒ Deckers Outdoor CorporationStock$1K–$15KHighReport
ELV RPB Ventures LLC ⇒ LPL Account ⇒ Elevance Health, Inc. CommoStock$1K–$15KHighReport
EXPO RPB Ventures LLC ⇒ LPL Account ⇒ Exponent, Inc. - Common StoStock$1K–$15KHighReport
LII RPB Ventures LLC ⇒ LPL Account ⇒ Lennox International, Inc. Stock$1K–$15KHighReport
SNA RPB Ventures LLC ⇒ LPL Account ⇒ Snap-On Incorporated CommonStock$1K–$15KHighReport
UNH RPB Ventures LLC ⇒ LPL Account ⇒ UnitedHealth Group IncorporStock$1K–$15KHighReport
US Treasury Note 01/31/27Stock$1K–$15KMediumLater trade
Education, not investment advice. This is an estimate, not a holdings report. We start from the value ranges in the member's most recent financial disclosure and add or subtract later periodic transaction reports (PTRs). Disclosures give ranges, not exact values, and the result can be wrong: valuation dates differ, some trades can't be matched to a holding, and assets may have moved since. Confidence: High = taken directly from the report; Medium = changed by later trades or matched by name; Low = no stated value or unclear match.

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.