Transactions
123
Total transactions associated with this filer
Disclosed purchases
77
$1.0K – $15.0K
Average modeled return
+21.6%
59 modeled purchases
Average vs. S&P 500
-24.2%
Comparable modeled intervals
MODELED PERFORMANCE
Disclosed purchases vs. S&P 500
MARKET ANALYSIS
Modeled purchase performance · Since purchase
| Ticker↑↓ | Asset↑↓ | Entry↑↓ | Latest↑↓ | Modeled return↑↓ | S&P 500↑↓ | Relative↑↓ |
|---|---|---|---|---|---|---|
| CSCO | [ST] F S : New Cisco Systems, Inc. - Common Stock (CSCO) | Nov 5, 2025 | Sep 18, 2026 | +54.1% | +13.6% | +40.5% |
| MGK | F S : New S O : Growth Partners Roth IRA Vanguard Mega Cap Growth ETF (MGK) | Mar 15, 2023 | Sep 21, 2026 | +148.1% | +108.2% | +39.9% |
| JNJ | F S : New Johnson & Johnson Common Stock (JNJ) | Nov 5, 2025 | Sep 18, 2026 | +48.4% | +13.6% | +34.8% |
| WMT | F S : New S O : Growth Partners Roth IRA L : US D : ETF Walmart Inc. Common Stock (WMT) | Mar 15, 2023 | Sep 21, 2026 | +141.0% | +108.2% | +32.8% |
| — | F S : New S O : Growth Partners Roth IRA UnitedHealth Group Incorporated | Mar 19, 2026 | Sep 18, 2026 | +36.0% | +16.3% | +19.7% |
| UNH | Common Stock (UNH) [ST] F S : New S O : Growth Partners IRA UnitedHealth Group Incorporated Common Stock (UNH) | Mar 19, 2026 | Sep 18, 2026 | +36.0% | +16.3% | +19.7% |
| ADP | F S : New S O : Growth Partners Roth IRA Automatic Data Processing, Inc. - Common Stock (ADP) | Mar 19, 2026 | Sep 18, 2026 | +30.6% | +16.3% | +14.2% |
| ABT | F S : New S O : Growth Partners IRA Abbott Laboratories Common Stock (ABT) | Jun 12, 2026 | Sep 18, 2026 | +17.2% | +3.2% | +14.0% |
| ABT | Abbott Laboratories Common Stock (ABT) | Jun 12, 2026 | Sep 18, 2026 | +17.2% | +3.2% | +14.0% |
| AAPL | F S : New Apple Inc. - Common Stock (AAPL) | Nov 5, 2025 | Sep 18, 2026 | +24.9% | +13.6% | +11.3% |
| MSFT | F S : New S O : Growth Partners Roth IRA Microsoft Corporation - Common Stock (MSFT) | Mar 19, 2026 | Sep 18, 2026 | +27.4% | +16.3% | +11.1% |
| MSFT | F S : New S O : Growth Partners IRA Microsoft Corporation - Common Stock (MSFT) | Mar 19, 2026 | Sep 18, 2026 | +27.4% | +16.3% | +11.1% |
| ICE | F S : New S O : Growth Partners Roth IRA Intercontinental Exchange Inc. Common Stock (ICE) | Jun 12, 2026 | Sep 18, 2026 | +11.4% | +3.2% | +8.2% |
| UNH | F S : New UnitedHealth Group Incorporated Common Stock (UNH) | Nov 5, 2025 | Sep 18, 2026 | +18.1% | +13.6% | +4.4% |
| MGK | F S : New S O : Growth Partners Roth IRA L : US D : ETF Vanguard Mega Cap Growth ETF (MGK) | Mar 19, 2026 | Sep 18, 2026 | +20.7% | +16.3% | +4.4% |
| MGK | F S : New Vanguard Mega Cap Growth ETF (MGK) | Mar 19, 2026 | Sep 18, 2026 | +20.7% | +16.3% | +4.4% |
| ITW | F S : New Illinois Tool Works Inc. Common Stock (ITW) | Nov 5, 2025 | Sep 18, 2026 | +12.0% | +13.6% | -1.6% |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | Jul 30, 2026 | Sep 18, 2026 | +0.0% | +3.0% | -2.9% |
| V | F S : New Visa Inc. (V) | Nov 5, 2025 | Sep 18, 2026 | +9.2% | +13.6% | -4.5% |
| BLK | F S : New S O : Growth Partners IRA BlackRock, Inc. Common Stock (BLK) | Mar 19, 2026 | Sep 18, 2026 | +11.5% | +16.3% | -4.8% |
| BEXIX | F S : New S O : Growth Partners Roth IRA L : US D : Mutual Fund Baron Emerging Markets Fd Inst Shs (BEXIX) | Mar 15, 2023 | Sep 18, 2026 | +83.5% | +88.9% | -5.3% |
| ICE | F S : New Intercontinental Exchange Inc. Common Stock (ICE) | Nov 5, 2025 | Sep 18, 2026 | +7.7% | +13.6% | -5.9% |
| WMT | F S : New Walmart Inc. Common Stock (WMT) | Nov 5, 2025 | Sep 18, 2026 | +6.1% | +13.6% | -7.6% |
| O | F S : New Realty Income Corporation Common Stock (O) | Nov 5, 2025 | Sep 21, 2026 | +6.2% | +15.3% | -9.1% |
| MDT | F S : New Medtronic plc. Ordinary Shares (MDT) | Nov 5, 2025 | Sep 18, 2026 | +4.4% | +13.6% | -9.2% |
DISCLOSED ACTIVITY
Recent transaction history
Showing up to 25 records per page · Page 1 of 5 · 123 total transactions
| Ticker↑↓ | Asset↑↓ | Date↑↓ | Type↑↓ | Disclosed amount↑↓ | Source |
|---|---|---|---|---|---|
| O | F S : New S O : Growth Partners Roth IRA Realty Income Corporation Common Stock (O) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| UNH | F S : New S O : Growth Partners Roth IRA UnitedHealth Group Incorporated Common Stock (UNH) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MCD | F S : New S O : Growth Partners Roth IRA McDonald's Corporation Common Stock (MCD) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| NEE | F S : New S O : Growth Partners Roth IRA NextEra Energy, Inc. Common Stock (NEE) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ICE | F S : New S O : Growth Partners Roth IRA Intercontinental Exchange Inc. Common Stock (ICE) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PG | F S : New S O : Growth Partners Roth IRA Procter & Gamble Company (PG) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| LHX | F S : New S O : Growth Partners Roth IRA L3Harris Technologies, Inc. Common Stock (LHX) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| APD | F S : New S O : Growth Partners Roth IRA Air Products and Chemicals, Inc. Common Stock (APD) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MSFT | F S : New S O : Growth Partners Roth IRA Microsoft Corporation - Common Stock (MSFT) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| COST | F S : New S O : Growth Partners Roth IRA Costco Wholesale Corporation - Common Stock (COST) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| HD | F S : New S O : Growth Partners Roth IRA Home Depot, Inc. (HD) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| EMR | F S : New S O : Growth Partners Roth IRA Emerson Electric Company Common Stock (EMR) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADI | F S : New S O : Growth Partners Roth IRA Analog Devices, Inc. - Common Stock (ADI) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| PEP | F S : New S O : Growth Partners Roth IRA Pepsico, Inc. (PEP) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ITW | F S : New S O : Growth Partners Roth IRA Illinois Tool Works Inc. Common Stock (ITW) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| JNJ | F S : New S O : Growth Partners Roth IRA Johnson & Johnson Common Stock (JNJ) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AAPL | F S : New S O : Growth Partners Roth IRA Apple Inc. - Common Stock (AAPL) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| ADP | F S : New S O : Growth Partners Roth IRA Automatic Data Processing, Inc. - Common Stock (ADP) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| MDT | F S : New S O : Growth Partners Roth IRA Medtronic plc. Ordinary Shares (MDT) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| AWK | F S : New S O : Growth Partners Roth IRA American Water Works Company, Inc. Common Stock (AWK) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BLK | F S : New S O : Growth Partners Roth IRA BlackRock, Inc. Common Stock (BLK) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| BRK.B | Berkshire Hathaway Inc. New Common Stock (BRK.B) | Jul 30, 2026 | Purchase | $1.0K – $15.0K | Filing ↗ |
| ABT | Abbott Laboratories Common Stock (ABT) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| CSCO | F S : New S O : Growth Partners Roth IRA Cisco Systems, Inc. - Common Stock (CSCO) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
| V | F S : New S O : Growth Partners Roth IRA Visa Inc. (V) | Jul 30, 2026 | Sale | $1.0K – $15.0K | Filing ↗ |
ANNUAL REPORTING
Annual financial disclosures
| Year | Document | Assets parsed | Status | Source |
|---|---|---|---|---|
| 2025 | 10074842 | 543 | PARSED | Filing ↗ |
Modeled market performance is calculated from public disclosure dates and historical market prices. It does not represent verified execution prices, realized investment returns, or investment advice.