Q3  2024 |
≡ |
EW - Edwards Lifesciences Corp. |
Add 1.36% |
4,830 |
0.06 |
Q2  2024 |
≡ |
EW - Edwards Lifesciences Corp. |
Add 44.40% |
108,976 |
1.46 |
Q1  2024 |
≡ |
UNH - United Health Group Inc. |
Add 22.28% |
10,969 |
1.14 |
Q4  2023 |
≡ |
V - Visa Inc. |
Add 12.10% |
14,382 |
0.83 |
≡ |
EW - Edwards Lifesciences Corp. |
Add 29.34% |
56,855 |
1.03 |
≡ |
PYPL - PayPal Holdings Inc. |
Add 49.10% |
171,607 |
2.10 |
Q3  2023 |
≡ |
IWF - iShares Russell 1000 Growth ETF |
Buy |
1,339 |
0.09 |
≡ |
ORLY - O'Reilly Automotive |
Buy |
9,452 |
2.06 |
Q2  2023 |
≡ |
POOL - Pool Corp. |
Add 0.24% |
107 |
0.01 |
≡ |
WBD - Warner Bros. Discovery Inc. |
Add 0.42% |
69 |
0.00 |
≡ |
VZ - Verizon Communications |
Add 0.54% |
115 |
0.00 |
≡ |
JNJ - Johnson & Johnson |
Add 0.62% |
30 |
0.00 |
≡ |
ODFL - Old Dominion Freight Line |
Add 1.10% |
1,216 |
0.04 |
≡ |
BKNG - Booking Holdings Inc. |
Add 2.57% |
229 |
0.10 |
≡ |
BX - Blackstone Group |
Add 4.69% |
750 |
0.01 |
≡ |
DIS - Walt Disney Co. |
Add 8.20% |
250 |
0.00 |
≡ |
USB - U.S. Bancorp |
Add 22.45% |
11,325 |
0.06 |
≡ |
PYPL - PayPal Holdings Inc. |
Add 46.13% |
152,432 |
1.64 |
≡ |
AMZN - Amazon.com Inc. |
Buy |
1,600 |
0.03 |
≡ |
PEP - PepsiCo Inc. |
Buy |
1,750 |
0.05 |
≡ |
VEA - Vanguard FTSE Developed ETF |
Buy |
6,493 |
0.05 |
Q1  2023 |
≡ |
BKNG - Booking Holdings Inc. |
Add 1.84% |
161 |
0.07 |
≡ |
VZ - Verizon Communications |
Add 2.05% |
425 |
0.00 |
≡ |
GOOG - Alphabet Inc. CL C |
Add 2.05% |
1,647 |
0.03 |
≡ |
BX - Blackstone Group |
Add 4.92% |
750 |
0.01 |
≡ |
PYPL - PayPal Holdings Inc. |
Add 6.51% |
20,187 |
0.26 |
≡ |
FRCB - First Republic Bank |
Add 9.64% |
17,738 |
0.04 |
≡ |
GOOGL - Alphabet Inc. |
Add 11.89% |
37,745 |
0.66 |
≡ |
TSM - Taiwan Semiconductor S.A. |
Add 12.60% |
37,827 |
0.60 |
≡ |
META - Meta Platforms Inc. |
Add 16.33% |
26,148 |
0.94 |
≡ |
UNH - United Health Group Inc. |
Add 24.09% |
14,606 |
1.17 |
≡ |
F - Ford Motor |
Add 26.52% |
3,275 |
0.01 |
≡ |
USB - U.S. Bancorp |
Add 41.89% |
14,895 |
0.09 |
≡ |
POOL - Pool Corp. |
Add 49.53% |
14,783 |
0.86 |
Q4  2022 |
≡ |
ODFL - Old Dominion Freight Line |
Add 0.16% |
178 |
0.00 |
≡ |
AAPL - Apple Inc. |
Add 0.32% |
1,155 |
0.03 |
≡ |
EW - Edwards Lifesciences Corp. |
Add 0.64% |
2,133 |
0.03 |
≡ |
TSM - Taiwan Semiconductor S.A. |
Add 1.27% |
3,767 |
0.05 |
≡ |
BRK.B - Berkshire Hathaway CL B |
Add 3.10% |
600 |
0.03 |
≡ |
BX - Blackstone Group |
Add 8.93% |
1,250 |
0.02 |
≡ |
WBD - Warner Bros. Discovery Inc. |
Add 9.04% |
1,500 |
0.00 |
≡ |
FRCB - First Republic Bank |
Add 22.04% |
33,250 |
0.74 |
≡ |
F - Ford Motor |
Buy |
12,350 |
0.03 |
≡ |
TPR - Tapestry Inc. |
Buy |
5,750 |
0.04 |
≡ |
QQQ - Invesco Qqq Trust Series 1 |
Buy |
2,825 |
0.14 |
Q3  2022 |
≡ |
WBD - Warner Bros. Discovery Inc. |
Add 0.62% |
103 |
0.00 |
≡ |
NLY - Annaly Capital Management Inc. |
Add 6.15% |
1,249 |
0.00 |
≡ |
KHC - Kraft Heinz Co. |
Add 6.82% |
750 |
0.00 |
≡ |
USB - U.S. Bancorp |
Add 7.29% |
2,500 |
0.02 |
≡ |
BX - Blackstone Group |
Add 9.80% |
1,250 |
0.02 |
≡ |
VZ - Verizon Communications |
Add 12.05% |
2,500 |
0.02 |
≡ |
BA - Boeing Co. |
Add 37.96% |
1,025 |
0.02 |
≡ |
DIS - Walt Disney Co. |
Add 43.48% |
1,000 |
0.02 |
≡ |
T - AT&T Inc. |
Add 66.67% |
31,000 |
0.09 |
≡ |
XOM - Exxon Mobil Corp. |
Buy |
2,375 |
0.04 |
Q2  2022 |
≡ |
TSM - Taiwan Semiconductor S.A. |
Add 0.66% |
2,308 |
0.03 |
≡ |
BKNG - Booking Holdings Inc. |
Add 0.67% |
65 |
0.02 |
≡ |
GOOG - Alphabet Inc. CL C |
Add 1.38% |
1,100 |
0.02 |
≡ |
USB - U.S. Bancorp |
Add 1.48% |
500 |
0.00 |
≡ |
T - AT&T Inc. |
Add 6.90% |
3,000 |
0.01 |
≡ |
BX - Blackstone Group |
Add 10.87% |
1,250 |
0.02 |
≡ |
DIS - Walt Disney Co. |
Add 16.46% |
325 |
0.01 |
≡ |
FRCB - First Republic Bank |
Add 22.16% |
27,800 |
0.69 |
≡ |
PYPL - PayPal Holdings Inc. |
Add 22.53% |
61,041 |
0.74 |
≡ |
BA - Boeing Co. |
Add 27.06% |
575 |
0.01 |
≡ |
ODFL - Old Dominion Freight Line |
Add 37.17% |
31,446 |
0.70 |
≡ |
WBD - Warner Bros. Discovery Inc. |
Buy |
16,481 |
0.04 |
≡ |
POOL - Pool Corp. |
Buy |
30,718 |
1.86 |
Q1  2022 |
≡ |
SPGI - S&P Global Inc. |
Add 0.02% |
10 |
0.00 |
≡ |
TSCO - Tractor Supply |
Add 0.43% |
889 |
0.03 |
≡ |
ODFL - Old Dominion Freight Line |
Add 0.67% |
566 |
0.01 |
≡ |
AAPL - Apple Inc. |
Add 0.93% |
3,425 |
0.08 |
≡ |
EW - Edwards Lifesciences Corp. |
Add 1.44% |
5,071 |
0.08 |
≡ |
V - Visa Inc. |
Add 5.31% |
11,012 |
0.34 |
≡ |
CPRT - Copart Inc. |
Add 5.65% |
42,872 |
0.19 |
≡ |
CDW - CDW Corp. |
Add 6.00% |
10,696 |
0.27 |
≡ |
GOOG - Alphabet Inc. CL C |
Add 6.17% |
4,640 |
0.09 |
≡ |
BX - Blackstone Group |
Add 6.98% |
750 |
0.01 |
≡ |
VZ - Verizon Communications |
Add 7.31% |
1,566 |
0.01 |
≡ |
MSI - Motorola Solutions Inc. |
Add 7.75% |
12,090 |
0.41 |
≡ |
MSFT - Microsoft Corp. |
Add 9.27% |
12,050 |
0.52 |
≡ |
SBUX - Starbucks Corp. |
Add 9.78% |
19,198 |
0.25 |
≡ |
BKNG - Booking Holdings Inc. |
Add 10.10% |
894 |
0.30 |
≡ |
FRCB - First Republic Bank |
Add 11.22% |
12,658 |
0.29 |
≡ |
JNJ - Johnson & Johnson |
Add 12.66% |
725 |
0.02 |
≡ |
TPL - Texas Pacific Land Corp. |
Add 13.77% |
4,062 |
0.26 |
≡ |
T - AT&T Inc. |
Add 16.00% |
6,000 |
0.02 |
≡ |
UNH - United Health Group Inc. |
Add 20.49% |
10,750 |
0.77 |
≡ |
META - Meta Platforms Inc. |
Add 28.71% |
48,869 |
1.53 |
≡ |
TSM - Taiwan Semiconductor S.A. |
Add 41.28% |
101,453 |
1.49 |
≡ |
BMY - Bristol-Myers Squibb |
Add 48.13% |
2,250 |
0.02 |
≡ |
KHC - Kraft Heinz Co. |
Add 57.14% |
4,000 |
0.02 |
≡ |
BA - Boeing Co. |
Add 63.46% |
825 |
0.02 |
≡ |
PYPL - PayPal Holdings Inc. |
Add 79.28% |
119,820 |
1.95 |
≡ |
PEP - PepsiCo Inc. |
Buy |
1,250 |
0.03 |
≡ |
TD - Toronto-Dominion Bank |
Buy |
2,750 |
0.03 |
≡ |
TPR - Tapestry Inc. |
Buy |
5,750 |
0.03 |
≡ |
XOM - Exxon Mobil Corp. |
Buy |
2,500 |
0.03 |
≡ |
DIS - Walt Disney Co. |
Buy |
1,975 |
0.04 |
≡ |
VUG - Vanguard Growth ETF |
Buy |
1,960 |
0.08 |