Congressional stock trades · Member
John A. Yarmuth
Former representative · KY-3 · Democrat
124 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 6 annual reports are below.
| Disclosed | Traded | Days | Owner | Asset | Type | Amount range (as filed) | Source |
|---|---|---|---|---|---|---|---|
| 2021-11-04 | 2021-10-22 | 13 | Member | TAT&T Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | FDXFedEx Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | MMM3M Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | TMOThermo Fisher Scientific Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | NOCNorthrop grumman Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | PGProcter & gamble Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | BMYBristol-Myers Squibb Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | GDGeneral Dynamics Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | SYYSysco Corporation | Purchase | $15,001 - $50,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | AVGOBroadcom Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-23 | 42 | Member | LOWLowe's Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-22 | 43 | Member | HDHome Depot, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-22 | 43 | Member | BMYBristol-Myers Squibb Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-11-04 | 2021-09-22 | 43 | Member | TMOThermo Fisher Scientific Inc | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-07-01 | 406 ·>45 | Member | CCICrown Castle International Corp. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-05-29 | 439 ·>45 | Member | AMGNAmgen Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-05-29 | 439 ·>45 | Member | CCitigroup, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-05-05 | 463 ·>45 | Member | DISWalt Disney Company | Sale | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-31 | 498 ·>45 | Member | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-24 | 505 ·>45 | Member | MOAltria group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-23 | 506 ·>45 | Member | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-11 | 518 ·>45 | Member | CSCOCisco Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-10 | 519 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-08-11 | 2020-03-10 | 519 ·>45 | Member | CGCCanopy growth Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | NFLXNetflix, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | VZVerizon Communications Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | DISWalt Disney Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | AMTAmerican Tower Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | PLDPrologis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | SHWSherwin-Williams Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | NEENextEra Energy, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | HONHoneywell International Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | CSCOCisco Systems, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | AVGOBroadcom Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | CMCSAComcast Corporation - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | UPSUnited Parcel Service, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | MSMorgan Stanley | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | Vanguard Communication Services ETF | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | BACBank of America Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | GOOGLAlphabet Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-04-21 | 2021-03-05 | 47 ·>45 | Member | METAFacebook, Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-02-12 | 7 | Member | CRONCronos group Inc. - Common Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-02-12 | 7 | Member | Arena Pharmaceuticals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-02-12 | 7 | Member | TLRYTilray, Inc. - Class 2 | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-02-12 | 7 | Member | CGCCanopy growth Corporation - Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-02-12 | 7 | Member | ACBAurora Cannabis Inc. Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-01-28 | 22 | Member | COSTCostco Wholesale Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-01-28 | 22 | Member | VVisa Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-01-28 | 22 | Member | CTASCintas Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-01-13 | 37 | Member | AXPAmerican Express Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2021-02-19 | 2021-01-11 | 39 | Member | ICEIntercontinental Exchange Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-11-05 | 10 | Member | CRONCronos group Inc. - Common Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-11-05 | 10 | Member | Aphria Inc. - Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-11-05 | 10 | Member | GW Pharmaceuticals Plc - American Depositary Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-11-05 | 10 | Member | CGCCanopy growth Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-11-05 | 10 | Member | ACBAurora Cannabis Inc. Common Shares | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-11-05 | 10 | Member | TLRYTilray, Inc. - Class 2 | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-11-05 | 10 | Member | Arena Pharmaceuticals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-10-29 | 17 | Member | HUMHumana Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-10-15 | 31 | Member | METAFacebook, Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-10-15 | 31 | Member | MNSTMonster Beverage Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-10-05 | 41 | Member | PLDPrologis, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-09-17 | 59 ·>45 | Member | ICEIntercontinental Exchange Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-09-15 | 61 ·>45 | Member | COPConocoPhillips | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-09-10 | 66 ·>45 | Member | CSCOCisco Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-09-08 | 68 ·>45 | Member | WMTWalmart Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-09-08 | 68 ·>45 | Member | LUVSouthwest Airlines Company | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-09-08 | 68 ·>45 | Member | ROSTRoss Stores, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-09-04 | 72 ·>45 | Member | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-09-03 | 73 ·>45 | Member | EBAYEBay Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-08-27 | 80 ·>45 | Member | CSCOCisco Systems, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-11-15 | 2020-08-27 | 80 ·>45 | Member | CMSCMS Energy Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-08 | 96 ·>45 | Member | LHC group - common stock | Sale (partial) | $250,001 - $500,000 | Clerk → |
| 2020-10-12 | 2020-07-06 | 98 ·>45 | Member | LHC group - common stock | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2020-10-12 | 2020-07-02 | 102 ·>45 | Member | LHC group - common stock | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | GSGoldman Sachs group, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | CBChubb limited | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | EBAYEBay Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | CMECME group Inc. - Class A | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | NFLXNetflix, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | APDAir Products and Chemicals, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | ECLEcolab Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | WFCWells Fargo & Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | MCDMcDonald's Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | LINLinde plc Ordinary Share | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | CCICrown Castle International Corp. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-07-01 | 103 ·>45 | Member | SPGIS&P global Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-06-24 | 110 ·>45 | Member | CMCSAComcast Corporation - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-06-24 | 110 ·>45 | Member | AAPLApple Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-06-24 | 110 ·>45 | Member | GOOGLAlphabet Inc. - Class A | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-06-18 | 116 ·>45 | Member | NOCNorthrop grumman Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-06-18 | 116 ·>45 | Member | TGTTarget Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-06-08 | 126 ·>45 | Member | CMECME group Inc. - Class A | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-10-12 | 2020-06-01 | 133 ·>45 | Member | AAPLApple Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-29 | 33 | Member | CCitigroup, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-29 | 33 | Member | PFEPfizer, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-29 | 33 | Member | AMGNAmgen Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-29 | 33 | Member | APDAir Products and Chemicals, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-26 | 36 | Member | TMUST-Mobile US, Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-26 | 36 | Member | VZVerizon Communications Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-18 | 44 | Member | XOMExxon Mobil Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-14 | 48 ·>45 | Member | EOGEOG Resources, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-05 | 57 ·>45 | Member | DISWalt Disney Company | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-05 | 57 ·>45 | Member | JPMJP Morgan Chase & Co. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-05 | 57 ·>45 | Member | LOWLowe's Companies, Inc. | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-07-01 | 2020-05-05 | 57 ·>45 | Member | XOMExxon Mobil Corporation | Sale (partial) | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-04-06 | 26 | Member | LHC group - common stock | Sale (partial) | $100,001 - $250,000 | Clerk → |
| 2020-05-02 | 2020-03-31 | 32 | Member | BACBank of America Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-31 | 32 | Member | XOMExxon Mobil Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-31 | 32 | Member | COPConocoPhillips | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-31 | 32 | Member | MMM3M Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-31 | 32 | Member | CCitigroup, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-31 | 32 | Member | BABoeing Company | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-31 | 32 | Member | HONHoneywell International Inc. | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-24 | 39 | Member | MOAltria group, Inc. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-23 | 40 | Member | CCICrown Castle International Corp. | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-19 | 44 | Member | TMOThermo Fisher scientific Inc | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-19 | 44 | Member | COSTCostco Wholesale Corporation | Purchase | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-11 | 52 ·>45 | Member | CSCOCisco systems, Inc. | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-05-02 | 2020-03-10 | 53 ·>45 | Member | CGCCanopy growth Corporation | Sale | $1,001 - $15,000 | Clerk → |
| 2020-05-02 | 2020-03-10 | 53 ·>45 | Member | BRK.BBerkshire Hathaway Inc. New | Sale (partial) | $15,001 - $50,000 | Clerk → |
| 2020-05-02 | 2020-03-10 | 53 ·>45 | Member | USBU.s. Bancorp | Sale (partial) | $1,001 - $15,000 | Clerk → |
How these are read and published: methodology.
Holdings · annual financial disclosure
Assets listed on the 2018 report.
112 assets with a value on the report filed 2019-08-08, 79 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.
| Asset | Type | Owner | Value (as filed) |
|---|---|---|---|
| MMM3M Company | Stock | Member | $1,001 - $15,000 |
| GOOGLAlphabet Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| MOAltria Group, Inc. | Stock | Member | $1,001 - $15,000 |
| AMZNAmazon.com, Inc. | Stock | Member | $1,001 - $15,000 |
| AMGNAmgen Inc. | Stock | Member | $1,001 - $15,000 |
| AAPLApple Inc. | Stock | Member | $1,001 - $15,000 |
| TAT&T Inc. | Stock | Member | None |
| BACBank of America Corporation | Stock | Member | $1,001 - $15,000 |
| BRK.BBerkshire Hathaway Inc. New | Stock | Member | $1,001 - $15,000 |
| BLKBlackRock, Inc. | Stock | Member | $1,001 - $15,000 |
| BABoeing Company | Stock | Member | $1,001 - $15,000 |
| BKNGBooking Holdings Inc. | Stock | Member | $1,001 - $15,000 |
| BMYBristol-Myers squibb Company | Stock | Member | $1,001 - $15,000 |
| CATCaterpillar, Inc. | Stock | Member | $1,001 - $15,000 |
| CVXChevron Corporation | Stock | Member | None |
| CSCOCisco systems, Inc. | Stock | Member | $1,001 - $15,000 |
| CCitigroup, Inc. | Stock | Member | $1,001 - $15,000 |
| CMECME Group Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| CMSCMS Energy Corporation | Stock | Member | $1,001 - $15,000 |
| KOCoca-Cola Company | Stock | Member | $1,001 - $15,000 |
| CMCSAComcast Corporation - Class A | Stock | Member | $1 - $1,000 |
| COPConocoPhillips | Stock | Member | $1,001 - $15,000 |
| COSTCostco Wholesale Corporation | Stock | Member | $1,001 - $15,000 |
| CSXCSX Corporation | Stock | Member | $1,001 - $15,000 |
| CVSCVS Health Corporation | Stock | Member | None |
| Dana Large Cap Equity | Fund | Member | $15,001 - $50,000 |
| DHRDanaher Corporation | Stock | Member | $1,001 - $15,000 |
| DALDelta Air Lines, Inc. | Stock | Member | $1,001 - $15,000 |
| Doonbeg Property | Other | Member | $250,001 - $500,000 |
| DDDowDuPont Inc. | Stock | Member | $1,001 - $15,000 |
| DUKDuke Energy Corporation | Stock | Member | $1,001 - $15,000 |
| E*TRADE Financial Corporation | Stock | Member | $1,001 - $15,000 |
| ECLEcolab Inc. | Stock | Member | $1,001 - $15,000 |
| Entrustpermal Alternative Core | Fund | Member | $1,001 - $15,000 |
| EOGEOG Resources, Inc. | Stock | Member | $1,001 - $15,000 |
| Europacific Growth FD CL F-2 | Fund | Member | $50,001 - $100,000 |
| XOMExxon Mobil Corporation | Stock | Member | None |
| METAFacebook, Inc. - Class A | Stock | Member | None |
| Federated Treasury Obligation Fund | Bond | Member | $1,001 - $15,000 |
| Federated Treasury Obligation Fund | Bond | Member | $100,001 - $250,000 |
| FDXFedEx Corporation | Stock | Member | $1,001 - $15,000 |
| GDGeneral Dynamics Corporation | Stock | Member | $1,001 - $15,000 |
| GEGeneral Electric Company | Stock | Member | None |
| GMGeneral Motors Company | Stock | Member | $1,001 - $15,000 |
| GILDGilead sciences, Inc. | Stock | Member | None |
| Goldman sachs ABS Return Tracker | Fund | Member | $1,001 - $15,000 |
| GSGoldman sachs Group, Inc. | Stock | Member | None |
| HDHome Depot, Inc. | Stock | Member | $1,001 - $15,000 |
| HONHoneywell International Inc. | Stock | Member | $1,001 - $15,000 |
| ITWIllinois Tool Works Inc. | Stock | Member | None |
| INTCIntel Corporation | Stock | Member | $1,001 - $15,000 |
| Ishares Barclays 1-3 year Credit BD FD | Fund | Member | $1,001 - $15,000 |
| Ishares Barclays TIPS Bond Fund | Fund | Member | $1,001 - $15,000 |
| Ishares National Muni Bond ETF | Fund | Member | $1,001 - $15,000 |
| JNJJohnson & Johnson | Stock | Member | $1,001 - $15,000 |
| JPMJP Morgan Chase & Co. | Stock | Member | $1,001 - $15,000 |
| LHC Group - common stock | Stock | Member | $500,001 - $1,000,000 |
| Litman Gregory Masters Alt | Fund | Member | $15,001 - $50,000 |
| LOWLowe's Companies, Inc. | Stock | Member | $1,001 - $15,000 |
| Mairs & Power small Cap | Fund | Member | $15,001 - $50,000 |
| MPCMarathon Petroleum Corporation | Stock | Member | $1,001 - $15,000 |
| MAMastercard Incorporated | Stock | Member | $1,001 - $15,000 |
| MCDMcDonald's Corporation | Stock | Member | $1,001 - $15,000 |
| MRKMerck & Company, Inc. Common stock | Stock | Member | $1,001 - $15,000 |
| MUMicron Technology, Inc. | Stock | Member | None |
| MSFTMicrosoft Corporation | Stock | Member | $1,001 - $15,000 |
| MDLZMondelez International, Inc. - Class A | Stock | Member | $1,001 - $15,000 |
| MSMorgan stanley | Stock | Member | $1,001 - $15,000 |
| NEENextEra Energy, Inc. | Stock | Member | $1,001 - $15,000 |
| NKENike, Inc. | Stock | Member | $1,001 - $15,000 |
| Northwestern Mutual annuity | Other | Member | $100,001 - $250,000 |
| Oppenheimer DVLPING MKTS-Y | Fund | Member | $15,001 - $50,000 |
| Oppenheimer Intl Bond Fund I | Fund | Member | $1,001 - $15,000 |
| ORCLOracle Corporation | Stock | Member | $1,001 - $15,000 |
| Penn Mutual whole life insurance policy | Other | Member | $100,001 - $250,000 |
| PEPPepsico, Inc. | Stock | Member | $1,001 - $15,000 |
| PFEPfizer, Inc. | Stock | Member | $1,001 - $15,000 |
| Pioneer Natural Resources Company | Stock | Member | None |
| PNC Checking Account | Other | Member | $15,001 - $50,000 |
| Principal Midcap Blend Fund | Fund | Member | $15,001 - $50,000 |
| PGProcter & Gamble Company | Stock | Member | $1,001 - $15,000 |
| Sameul Klein Trust | Other | Member | Undetermined |
| SLBSchlumberger N.V. | Stock | Member | None |
| Seafarer Overseas GR & Income Institutional shares | Fund | Member | $15,001 - $50,000 |
| SHWSherwin-Williams Company | Stock | Member | $1,001 - $15,000 |
| SIGSignet Jewelers Limited Common shares | Stock | Member | $1,001 - $15,000 |
| Sonny's Barbeque, Orlando, Florida | Other | Member | $5,000,001 - $25,000,000 |
| SBUXStarbucks Corporation | Stock | Member | None |
| T Rowe Price High Yield FD-INV | Fund | Member | $1,001 - $15,000 |
| TXNTexas Instruments Incorporated | Stock | Member | $1,001 - $15,000 |
| KHCThe Kraft Heinz Company | Stock | Member | None |
| BKNGThe Priceline Group Inc. | Stock | Member | $1,001 - $15,000 |
| TMOThermo Fisher scientific Inc | Stock | Member | $1,001 - $15,000 |
| Touchstone small Cap Core Fund Class Y | Fund | Member | $50,001 - $100,000 |
| USBU.s. Bancorp | Stock | Member | $1,001 - $15,000 |
| UBS E-Tracs Alerian MLP Infrastr | Fund | Member | $1,001 - $15,000 |
| UNPUnion Pacific Corporation | Stock | Member | $1,001 - $15,000 |
| UPSUnited Parcel service, Inc. | Stock | Member | $1,001 - $15,000 |
| RTXUnited Technologies Corporation | Stock | Member | None |
| UNHUnitedHealth Group Incorporated Common stock | Stock | Member | $1,001 - $15,000 |
| Vanguard FTSE Developed Markets ETF | Stock | Member | $50,001 - $100,000 |
| Vanguard FTSE Emerging Markets ETF | Stock | Member | $15,001 - $50,000 |
| Vanguard REIT ETF | Other | Member | $15,001 - $50,000 |
| Vanguard Utilities ETF | Stock | Member | $1,001 - $15,000 |
| VZVerizon Communications Inc. | Stock | Member | $1,001 - $15,000 |
| VVisa Inc. | Stock | Member | $1 - $1,000 |
| WMTWalmart Inc. | Stock | Member | $1,001 - $15,000 |
| DISWalt Disney Company | Stock | Member | $1,001 - $15,000 |
| WFCWells Fargo & Company | Stock | Member | $1,001 - $15,000 |
| William Blair FDS Alloc I | Fund | Member | $15,001 - $50,000 |
| WisdomTree Europe Hedged Equity Fund | Stock | Member | $15,001 - $50,000 |
| YUMYum! Brands, Inc. | Stock | Member | $1,001 - $15,000 |
How reports are read: holdings methodology.