Skip to content
PalanorPalanor

Congressional stock trades · Member

Greg Landsman

Representative · OH-1 · Democrat

170 published transactions from periodic transaction reports since 2020, shown as filed. Amounts are the ranges on the form. Each row links to its filing. Holdings from 4 annual reports are below.

Current committees: House Committee on Energy and Commerce.

DisclosedTradedDaysOwnerAssetTypeAmount range (as filed)Source
2025-05-132025-05-094SpouseKRKroger CompanySale$250,001 - $500,000Clerk →
2025-05-132024-05-06372 ·>45SpouseXOMExxon Mobil Corporation Common StockExchange$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseCRMSalesforce, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointCOSTCostco Wholesale Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointNVDANVIDIA Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseAAPLApple Inc. - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseAMPAmeriprise Financial, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointPGProcter & Gamble CompanySale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseGOOGLAlphabet Inc. - Class A Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseURIUnited Rentals, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseEQIXEquinix, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseCDNSCadence Design Systems, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseDISWalt Disney CompanySale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseBLKBlackRock, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseMSFTMicrosoft Corporation - Common StockSale$50,001 - $100,000Clerk →
2025-04-082025-03-2712SpouseHDHome Depot, Inc.Sale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpousePHParker-Hannifin Corporation Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseACNAccenture plc Class A Ordinary SharesSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointFITBFifth Third Bancorp - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseNVDANVIDIA Corporation - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseLHXL3Harris Technologies, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointMSFTMicrosoft Corporation - Common StockSale$50,001 - $100,000Clerk →
2025-04-082025-03-2712JointAMZNAmazon.com, Inc. - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseUBERUber Technologies, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointJPMJP Morgan Chase & Co. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointBMYBristol-Myers Squibb Company Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointAAPLApple Inc. - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseVVisa Inc.Sale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointPHParker-Hannifin Corporation Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseDGDollar General Corporation Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseDHRDanaher Corporation Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseANETArista Networks, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseCOSTCostco Wholesale Corporation - Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseZTSZoetis Inc. Class A Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712SpouseTMOThermo Fisher Scientific Inc Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointPMPhilip Morris International Inc Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseUNHUnitedHealth Group Incorporated Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointAMPAmeriprise Financial, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-04-082025-03-2712JointCOSTCostco Wholesale Corporation - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseORLYO'Reilly Automotive, Inc. - Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712JointSPGSimon Property Group, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseCORCencora, Inc. Common StockSale$15,001 - $50,000Clerk →
2025-04-082025-03-2712SpouseHONHoneywell International Inc.Sale$1,001 - $15,000Clerk →
2025-04-082025-03-2514SpouseTELTE Connectivity plc Ordinary SharesSale$15,001 - $50,000Clerk →
2025-03-052025-02-267JointCOSTCostco Wholesale Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-03-052025-02-267JointAMZNAmazon.com, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-03-052025-02-267JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2025-03-052025-02-267JointPHParker-Hannifin Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2025-03-052025-02-267JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2025-03-052025-02-267JointAMPAmeriprise Financial, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2025-03-052025-02-2013JointAMZNAmazon.com, Inc. - Common StockPurchase$15,001 - $50,000Clerk →
2025-03-052025-02-2013JointArista Investors Corp. Class ASale$15,001 - $50,000Clerk →
2025-03-052025-02-1815JointBLKBlackRock, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-03-052025-02-1815JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2025-01-152024-12-1927JointURIUnited Rentals, Inc. Common StockSale$1,001 - $15,000Clerk →
2025-01-152024-12-1927JointBLKBlackRock, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-12-122024-11-0834JointURIUnited Rentals, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-12-122024-11-0834JointLLYEli Lilly and Company Common StockSale$15,001 - $50,000Clerk →
2024-12-122024-11-0834JointAMPAmeriprise Financial, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseREGNRegeneron Pharmaceuticals, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseCRWDCrowdStrike Holdings, Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseFANGDiamondback Energy, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530SpouseAMZNAmazon.com, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530JointPSXPhillips 66 Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530JointAMZNAmazon.com, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530JointXOMExxon Mobil Corporation Common StockSale$15,001 - $50,000Clerk →
2024-11-142024-10-1530JointPFEPfizer, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseLINLinde plc - Ordinary SharesSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseNEENextEra Energy, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530JointNEENextEra Energy, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-11-142024-10-1530SpouseLNGCheniere Energy, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-10-142024-09-1034JointFANGDiamondback Energy, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-10-142024-09-1034JointNEENextEra Energy, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-09-232024-08-2133JointAMZNAmazon.com, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-09-232024-08-2133JointANETArista Networks, Inc. Common StockPurchase$15,001 - $50,000Clerk →
2024-09-232024-08-1440SpouseADBEAdobe Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-09-232024-08-1440SpouseULTAUlta Beauty, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-09-232024-08-1440SpouseANETArista Networks, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-07-1728JointISRGIntuitive Surgical, Inc. - Common StockSale$15,001 - $50,000Clerk →
2024-08-142024-07-1728SpouseISRGIntuitive Surgical, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-07-1728JointFANGDiamondback Energy, Inc. - Common StockPurchase$15,001 - $50,000Clerk →
2024-08-142024-07-1728SpouseLHXL3Harris Technologies, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-06-2055 ·>45JointISRGIntuitive Surgical, Inc. - Common StockPurchase$15,001 - $50,000Clerk →
2024-08-142024-06-2055 ·>45JointURIUnited Rentals, Inc. Common StockSale$15,001 - $50,000Clerk →
2024-08-142024-06-0372 ·>45JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-06-0372 ·>45JointURIUnited Rentals, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-06-0372 ·>45JointLLYEli Lilly and Company Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-06-0372 ·>45JointPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-06-0372 ·>45JointAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseXOMExxon Mobil Corporation Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseVLTOVeralto Corp Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseCORCencora, Inc. Common StockPurchase$15,001 - $50,000Clerk →
2024-08-142024-05-2977 ·>45SpouseGOOGLAlphabet Inc. - Class A Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseULTAUlta Beauty, Inc. - Common StockPurchase$15,001 - $50,000Clerk →
2024-08-142024-05-2977 ·>45SpouseTELTE Connectivity Ltd. New Switzerland Registered SharesPurchase$15,001 - $50,000Clerk →
2024-08-142024-05-2977 ·>45SpouseAAPLApple Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-05-2977 ·>45SpouseNVDANVIDIA Corporation - Common StockSale (partial)$15,001 - $50,000Clerk →
2024-08-142024-05-2977 ·>45SpouseMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142024-05-1591 ·>45JointCOSTCostco Wholesale Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-05-1591 ·>45JointUBERUber Technologies, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-05-02104 ·>45JointPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-05-02104 ·>45JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-04-12124 ·>45JointCDNSCadence Design Systems, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-04-12124 ·>45JointAMZNAmazon.com, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142024-01-04223 ·>45JointMSFTMicrosoft Corporation - Common StockSale$1,001 - $15,000Clerk →
2024-08-142024-01-04223 ·>45JointURIUnited Rentals, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-12-18240 ·>45JointCRWDCrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-12-14244 ·>45JointGOOGLAlphabet Inc. - Class A Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-11-17271 ·>45SpouseTRMBTrimble Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-11-16272 ·>45JointCDNSCadence Design Systems, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-11-16272 ·>45JointFANGDiamondback Energy, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-11-15273 ·>45SpouseCDNSCadence Design Systems, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-10-18301 ·>45JointFANGDiamondback Energy, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-10-18301 ·>45JointCRMSalesforce, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-10-12307 ·>45JointISRGIntuitive Surgical, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-10-12307 ·>45JointGOOGLAlphabet Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-09-21328 ·>45SpouseRTXRTX Corporation Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-09-19330 ·>45SpouseLNGCheniere Energy, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-08-15365 ·>45SpouseELEstee Lauder Companies, Inc.Sale$1,001 - $15,000Clerk →
2024-08-142023-08-11369 ·>45SpouseREGNRegeneron Pharmaceuticals, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-08-02378 ·>45JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-08-02378 ·>45JointUBERUber Technologies, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-08-02378 ·>45JointISRGIntuitive Surgical, Inc. - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-08-02378 ·>45JointMSFTMicrosoft Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-06-23418 ·>45JointUBERUber Technologies, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-06-22419 ·>45JointLINLinde plc - Ordinary SharesSale$1,001 - $15,000Clerk →
2024-08-142023-06-06435 ·>45SpouseAAPLApple Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-30442 ·>45JointADIAnalog Devices, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-05-30442 ·>45JointMSFTMicrosoft Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-30442 ·>45JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-05-30442 ·>45JointISRGIntuitive Surgical, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-25447 ·>45SpouseUBERUber Technologies, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-05-23449 ·>45SpouseCRWDCrowdStrike Holdings, Inc. - Class A Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-23449 ·>45SpouseADBEAdobe Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-11461 ·>45JointLLYEli Lilly and Company Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-11461 ·>45JointURIUnited Rentals, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-05-04468 ·>45JointISRGIntuitive Surgical, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-05-04468 ·>45JointPHParker-Hannifin Corporation Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-04-27475 ·>45JointPHParker-Hannifin Corporation Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-04-24478 ·>45JointCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-04-24478 ·>45JointADIAnalog Devices, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-04-24478 ·>45JointUBERUber Technologies, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-04-24478 ·>45JointAMPAmeriprise Financial, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-03-27506 ·>45JointNVDANVIDIA Corporation - Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-03-09524 ·>45JointBLKBlackRock, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-03-09524 ·>45JointUBERUber Technologies, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-02-03558 ·>45SpouseHorizon Therapeutics Public Limited Company - Ordinary SharesSale$1,001 - $15,000Clerk →
2024-08-142023-02-02559 ·>45JointBLKBlackRock, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-02-02559 ·>45JointLLYEli Lilly and Company Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-02-01560 ·>45JointHorizon PharmaSale$1,001 - $15,000Clerk →
2024-08-142023-02-01560 ·>45SpouseISRGIntuitive Surgical, Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-02-01560 ·>45JointNVDANVIDIA Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointLINLinde plc - Ordinary SharesSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointURIUnited Rentals, Inc. Common StockSale (partial)$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointHorizon PharmaPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointNEENextEra Energy, Inc. Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointLLYEli Lilly and Company Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointHONHoneywell International Inc.Sale$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointAMPAmeriprise Financial, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointFANGDiamondback Energy, Inc. - Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointPHParker-Hannifin Corporation Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-18574 ·>45JointDGDollar General Corporation Common StockSale$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseURIUnited Rentals, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseCRMSalesforce, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseADBEAdobe Inc. - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseNVDANVIDIA Corporation - Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseBLKBlackRock, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseAMPAmeriprise Financial, Inc. Common StockPurchase$1,001 - $15,000Clerk →
2024-08-142023-01-12580 ·>45SpouseCOSTCostco Wholesale Corporation - Common StockPurchase$1,001 - $15,000Clerk →

How these are read and published: methodology.

Holdings · annual financial disclosure

Assets listed on the 2024 report.

81 assets with a value on the report filed 2025-05-13, 65 of them shares or options of a listed company. Values are the ranges on the form. Assets are held by the member, a spouse or a dependent child, as reported. Open the report.

AssetTypeOwnerValue (as filed)
Bank of America - HSAOtherSpouse$1 - $1,000
Fifth Third Bank AccountOtherSpouse$15,001 - $50,000
Fifth Third bank accountsOtherMember$1,001 - $15,000
Ohio Public Employees Retirement SystemBondMember$50,001 - $100,000
MA College PortfolioFundDependent$15,001 - $50,000
Fidelity Government Money Market FundFundSpouse$15,001 - $50,000
KRKroger CompanyStockSpouse$250,001 - $500,000
Kroger Company (KR) - Restricted StockOtherSpouse$100,001 - $250,000
CashOtherMember$1,001 - $15,000
First Trust Dorsey Wright Focus 5 ETFFundMember$50,001 - $100,000
Retirement Date Fund 2040OtherSpouse$100,001 - $250,000
AMPAmeriprise Financial, Inc. Common StockStockJoint$1,001 - $15,000
ANETArista Networks, Inc. Common StockStockJoint$15,001 - $50,000
Bank Deposit SweepOtherJoint$1,001 - $15,000
BLKBlackRock, Inc. Common StockStockJoint$1,001 - $15,000
CDNSCadence Design Systems, Inc. - Common StockStockJointNone
COSTCostco Wholesale Corporation - Common StockStockJoint$15,001 - $50,000
CRWDCrowdStrike Holdings, Inc. - Class A Common StockStockJointNone
LLYEli Lilly and Company Common StockStockJointNone
First Trust Dorsey Wright Focus 5 ETFFundJoint$1,001 - $15,000
ISRGIntuitive Surgical, Inc. - Common StockStockJointNone
MSFTMicrosoft Corporation - Common StockStockJointNone
NEENextEra Energy, Inc. Common StockStockJointNone
NVDANVIDIA CorporationStockJoint$15,001 - $50,000
PHParker-Hannifin Corporation Common StockStockJoint$15,001 - $50,000
UBERUber Technologies, Inc. Common StockStockJointNone
URIUnited Rentals, Inc. Common StockStockJointNone
AMZNAmazon.com, Inc.StockJointNone
AAPLApple Inc.StockJoint$15,001 - $50,000
Bank Deposit SweepOtherJoint$1,001 - $15,000
BMYBristol-Myers Squibb CompanyStockJoint$1,001 - $15,000
COSTCostco Wholesale CorporationStockJoint$15,001 - $50,000
XOMExxon Mobil CorporationStockJointNone
FITBFifth Third BancorpStockJoint$1,001 - $15,000
JPMJP Morgan Chase & Co.StockJoint$15,001 - $50,000
MSFTMicrosoft CorporationStockJoint$100,001 - $250,000
PFEPfizer, Inc.StockJointNone
PMPhilip Morris International IncStockJoint$1,001 - $15,000
PSXPhillips 66StockJointNone
PGProcter & Gamble CompanyStockJoint$15,001 - $50,000
SPGSimon Property Group, Inc.StockJoint$15,001 - $50,000
ACNAccenture plc Class A Ordinary SharesStockSpouse$15,001 - $50,000
ADBEAdobe Inc. - Common StockStockSpouseNone
GOOGLAlphabet Inc. - Class AStockSpouse$15,001 - $50,000
AMZNAmazon.com, Inc.StockSpouseNone
AMPAmeriprise Financial, Inc. Common StockStockSpouse$1,001 - $15,000
AAPLApple Inc.StockSpouse$15,001 - $50,000
ANETArista Networks, Inc. Common StockStockSpouse$15,001 - $50,000
Bank Deposit SweepOtherSpouse$1,001 - $15,000
BLKBlackRock, Inc. Common StockStockSpouse$1,001 - $15,000
CDNSCadence Design Systems, Inc. - Common StockStockSpouse$1,001 - $15,000
CORCencora, Inc. Common StockStockSpouse$15,001 - $50,000
LNGCheniere Energy, Inc. Common StockStockSpouseNone
COSTCostco Wholesale Corporation - Common StockStockSpouse$1,001 - $15,000
CRWDCrowdStrike Holdings, Inc. - Class A Common StockStockSpouseNone
DHRDanaher CorporationStockSpouse$1,001 - $15,000
FANGDiamondback Energy, Inc.StockSpouseNone
DGDollar General CorporationStockSpouse$1,001 - $15,000
EQIXEquinix, Inc.StockSpouse$1,001 - $15,000
FEDERATED HERMES TREASURY OBLIG ISOtherSpouse$100,001 - $250,000
HDHome Depot, Inc.StockSpouse$15,001 - $50,000
HONHoneywell International Inc.StockSpouse$1,001 - $15,000
ISRGIntuitive Surgical, Inc. - Common StockStockSpouseNone
LHXL3Harris Technologies, Inc. Common StockStockSpouse$1,001 - $15,000
LINLinde plc Ordinary SharesStockSpouseNone
MSFTMicrosoft CorporationStockSpouse$50,001 - $100,000
NEENextEra Energy, Inc.StockSpouseNone
NVDANVIDIA Corporation - Common StockStockSpouse$15,001 - $50,000
ORLYO'Reilly Automotive, Inc.StockSpouse$15,001 - $50,000
PHParker-Hannifin CorporationStockSpouse$15,001 - $50,000
Pioneer Natural Resources CompanyStockSpouseNone
REGNRegeneron Pharmaceuticals, Inc. - Common StockStockSpouseNone
CRMSalesforce, Inc. Common StockStockSpouse$15,001 - $50,000
TELTE Connectivity Ltd. New Switzerland Registered SharesStockSpouse$1,001 - $15,000
TMOThermo Fisher Scientific IncStockSpouse$1,001 - $15,000
UBERUber Technologies, Inc.StockSpouse$1,001 - $15,000
URIUnited Rentals, Inc. Common StockStockSpouse$15,001 - $50,000
UNHUnitedHealth Group Incorporated Common StockStockSpouse$15,001 - $50,000
VVisa Inc.StockSpouse$15,001 - $50,000
DISWalt Disney CompanyStockSpouse$1,001 - $15,000
ZTSZoetis Inc. Class AStockSpouse$1,001 - $15,000

How reports are read: holdings methodology.