490 assets, filed Aug 13, 2026 (FD Original).
MMM
3M Company Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
AFL
AFLAC Incorporated Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AME
AMETEK, Inc. (AME) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
ASML
ASML Holding N.V. - New York Registry Shares · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
ABBV
AbbVie Inc. Common Stock · Stock (public)
$100,000
ADBE
Adobe Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
AMD
Advanced Micro Devices, Inc. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
APD
Air Products and Chemicals, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Allegheny County PA Higher Education Building Authority
$250,000
ALLE
Allegion plc Ordinary Shares · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ALGM
Allegro MicroSystems, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
ALL
Allstate Corporation · Stock (public) · Rollover IRA
$15,001 - $50,000
GOOGL
Alphabet Inc. - Class A Common Stock · Stock (public)
$500,000
GOOGL
Alphabet Inc. - Class A Common Stock (GOOGL) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
GOOG
Alphabet Inc. - Class C Capital Stock · Stock (public)
$250,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public)
$500,000
AMZN
Amazon.com, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
AEP
American Electric Power Company, Inc. · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
AXP
American Express Company Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AIG
American International Group, Inc. New Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AMT
American Tower Corporation · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AWK
American Water Works Company, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
AMP
Ameriprise Financial, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AMGN
Amgen Inc. - Common Stock (AMGN) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
APH
Amphenol Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
APH
Amphenol Corporation Common Stock (APH) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
ADI
Analog Devices, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AON
Aon plc Class A Ordinary Shares (AON) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
AAPL
Apple Inc. - Common Stock · Stock (public)
$1,000,000
AFAZX
Applied Finance Dividend Fund Institutional Class · Mutual fund · Rollover IRA
$1,001 - $15,000
AFDZX
Applied Finance Explorer Fund Institutional Class · Mutual fund · LPL Account II
$15,001 - $50,000
VSLU
Applied Finance Valuation Large Cap ETF · Exchange-traded fund · LPL Account II
$15,001 - $50,000
VSLU
Applied Finance Valuation Large Cap ETF · Exchange-traded fund
$100,000
VSLU
Applied Finance Valuation Large Cap ETF · Exchange-traded fund · Roth IRA
$1,001 - $15,000
APP
Applovin Corporation - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
ADM
Archer-Daniels-Midland Company Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
ANET
Arista Networks, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ANET
Arista Networks, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
Arlington TX Independent School District Municipal Bond
$100,000
AJG
Arthur J. Gallagher & Co. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
TEAM
Atlassian Corporation - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
ATO
Atmos Energy Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AZO
AutoZone, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AZO
AutoZone, Inc. Common Stock (AZO) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
ADSK
Autodesk, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ADP
Automatic Data Processing, Inc. - Common Stock (ADP) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
AVB
AvalonBay Communities, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
Avon Grove PA School District Chester County Municipal
$250,000
AXON
Axon Enterprise, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
BXP
BXP, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
BKR
Baker Hughes Company - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
BAC
Bank of America Corporation Common Stock · Stock (public)
$100,000
Berkshire Hathaway Inc. New Common Stock (BRK.B)
$250,000
Berkshire Hathaway Inc. New Common Stock (BRK.B)
$100,000
Berkshire Hathaway Inc. New Common Stock (BRK.B)
$500,000
Berkshire Hathaway Inc. New Common Stock (BRK.B)
$100,000
BIIB
Biogen Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
BLK
BlackRock, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
BX
Blackstone Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
BKNG
Booking Holdings Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
BKNG
Booking Holdings Inc. - Common Stock · Stock (public) · Rollover IRA
$1,001 - $15,000
BSX
Boston Scientific Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
BMY
Bristol-Myers Squibb Company Common Stock · Stock (public) · LPL Account I
$1,001 - $15,000
BMY
Bristol-Myers Squibb Company Common Stock · Stock (public) · Rollover IRA
$1,001 - $15,000
AVGO
Broadcom Inc. - Common Stock · Stock (public)
$250,000
AVGO
Broadcom Inc. - Common Stock · Stock (public) · LPL Account II
$1,001 - $15,000
AVGO
Broadcom Inc. - Common Stock (AVGO) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
BR
Broadridge Financial Solutions, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Bucks County, PA Water & Sewer Authority Municipal
$250,000
CACI
CACI International, Inc. Class A Common Stock · Stock (public) · LPL Account I
$1,001 - $15,000
CBRE
CBRE Group Inc Common Stock Class A · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CDW
CDW Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CDW
CDW Corporation - Common Stock (CDW) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
CME
CME Group Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CMS
CMS Energy Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CVS
CVS Health Corporation Common Stock · Stock (public) · Rollover IRA
$1,001 - $15,000
CDNS
Cadence Design Systems, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CDNS
Cadence Design Systems, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
CDNS
Cadence Design Systems, Inc. - Common Stock (CDNS) [ST] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
CMNIX
Calamos Market Neutral Fd Cl I (CMNIX) [MF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
CPT
Camden Property Trust Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CAH
Cardinal Health, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CARR
Carrier Global Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CBOE
Cboe Global Markets, Inc. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
COR
Cencora, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CNP
CenterPoint Energy, Inc · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CRL
Charles River Laboratories International, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CHTR
Charter Communications, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CHE
Chemed Corp · Stock (public) · LPL Account I
$15,001 - $50,000
Cherry Creek CO School District Municipal Bond
Government security
$100,000
CMG
Chipotle Mexican Grill, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CB
Chubb Limited Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CHD
Church & Dwight Company, Inc. Common Stock (CHD) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
CIEN
Ciena Corporation · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
CTAS
Cintas Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CTAS
Cintas Corporation - Common Stock · Stock (public) · LPL Account II
$1,001 - $15,000
CTAS
Cintas Corporation - Common Stock (CTAS) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
C
Citigroup, Inc. Common Stock · Stock (public)
$100,000
CTSH
Cognizant Technology Solutions Corporation - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
COIN
Coinbase Global, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
CL
Colgate-Palmolive Company Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
Columbia, MO School District Municipal Bond
Government security
$100,000
CMCSA
Comcast Corporation - Class A Common Stock (CMCSA) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
WAB
Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CFLT
Confluent, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
STZ
Constellation Brands, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CEG
Constellation Energy Corporation - Common Stock When- Issued · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CPRT
Copart, Inc. - Common Stock (CPRT) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
GLW
Corning Incorporated Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
COST
Costco Wholesale Corporation - Common Stock · Stock (public) · LPL Account I
$15,001 - $50,000
COST
Costco Wholesale Corporation - Common Stock (COST)
$100,000
COST
Costco Wholesale Corporation - Common Stock (COST) [ST] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
COST
Costco Wholesale Corporation - Common Stock (COST) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
CTRA
Coterra Energy Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CRDO
Credo Technology Group Holding Ltd - Ordinary Shares · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
CRWD
CrowdStrike Holdings, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CCI
Crown Castle Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CMI
Cummins Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DFSCX
DFA U.S. Micro Cap Portfolio · Mutual fund · Roth IRA
$1,001 - $15,000
DFSTX
DFA U.S. Small Cap Portfolio · Mutual fund · Roth IRA
$1,001 - $15,000
DFSVX
DFA U.S. Small Cap Value Portfolio · Mutual fund · Roth IRA
$15,001 - $50,000
DTE
DTE Energy Company Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DVA
DaVita Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DRI
Darden Restaurants, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DRI
Darden Restaurants, Inc. Common Stock · Stock (public) · LPL Account I
$15,001 - $50,000
DDOG
Datadog, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
DECK
Deckers Outdoor Corporation (DECK) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
Delaware Valley PA Municipal Bond
Government security
$100,000
DELL
Dell Technologies Inc. Class C Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DAL
Delta Air Lines, Inc. Common Stock · Stock (public) · Etrade Brokerage Account
$1,001 - $15,000
DVN
Devon Energy Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DXCM
DexCom, Inc. - Common Stock · Stock (public) · Etrade Brokerage Account
$1,001 - $15,000
DXCM
DexCom, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DLR
Digital Realty Trust, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DG
Dollar General Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DG
Dollar General Corporation Common Stock · Stock (public) · LPL Account I
$15,001 - $50,000
D
Dominion Energy, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DPZ
Domino's Pizza Inc - Common Stock · Stock (public) · LPL Account II
$1,001 - $15,000
DPZ
Domino's Pizza Inc - Common Stock (DPZ) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
DASH
DoorDash, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DOV
Dover Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DOW
Dow Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DUK
Duke Energy Corporation · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
EQT
EQT Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ECL
Ecolab Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ESTC
Elastic N.V. Ordinary Shares · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
LLY
Eli Lilly and Company Common Stock · Stock (public)
$250,000
Employment Insurance
WU
$1,000,000
ETR
Entergy Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
EFX
Equifax, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
EQIX
Equinix, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
EQR
Equity Residential Common Shares of Beneficial Interest · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ESS
Essex Property Trust, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ES
Eversource Energy · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
EXC
Exelon Corporation · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
EXE
Expand Energy Corp · Other · JP Morgan Brokerage Account
$1,001 - $15,000
EXPE
Expedia Group, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
EXPO
Exponent, Inc. - Common Stock (EXPO) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
XOM
Exxon Mobil Corporation Common Stock · Stock (public) · LPL Account I
$1,001 - $15,000
XOM
ExxonMobil Holdings Corporation Common Stock (XOM)
$100,000
FFIV
F5, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
BUFR
FT Vest Laddered Buffer ETF · Exchange-traded fund · LPL Account I
$1,001 - $15,000
BUFR
FT Vest Laddered Buffer ETF · Exchange-traded fund · LPL Account II
$15,001 - $50,000
BUFR
FT Vest Laddered Buffer ETF (BUFR) [EF] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
BUFZ
FT Vest Laddered Moderate Buffer ETF · Exchange-traded fund · LPL Account III
$15,001 - $50,000
BUFZ
FT Vest Laddered Moderate Buffer ETF · Exchange-traded fund · Rollover IRA
$1,001 - $15,000
FDS
FactSet Research Systems Inc. Common Stock (FDS) [ST] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
FDS
FactSet Research Systems Inc. Common Stock (FDS) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
FICO
Fair Isaac Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
FICO
Fair Isaac Corporation Common Stock · Stock (public) · LPL Account II
$15,001 - $50,000
FAST
Fastenal Company - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
FDAGX
Fidelity Advisor Consumer Staples Fund Class A · Mutual fund · NYLIFE Securities IRA SP
$1,001 - $15,000
FCLAX
Fidelity Advisor Industrials Cl A · Mutual fund · NYLIFE Securities Roth IRA SP
$1,001 - $15,000
FDBC
Fidelity D & D Bancorp, Inc. - Common Stock · Stock (public) · LPL Account II
$1,001 - $15,000
FITB
Fifth Third Bancorp - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
FE
FirstEnergy Corp. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
FISV
Fiserv, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
FISV
Fiserv, Inc. - Common Stock · Stock (public) · LPL Account I
$15,001 - $50,000
FISV
Fiserv, Inc. - Common Stock · Stock (public) · LPL Account II
$15,001 - $50,000
FISV
Fiserv, Inc. - Common Stock (FISV) [ST] ⇒ · RPB Ventures LLC LPL Account
$15,001 - $50,000
Florida State Right of Way Acquisition Municipal Bond
$100,000
FTNT
Fortinet, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
FTV
Fortive Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
FOX
Fox Corporation - Class B Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
FullerThaler Behavioral Unconstrained Equity Fund
$100,000
MINT
Fund (MINT) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
GE
GE Aerospace Common Stock · Stock (public)
$100,000
GEV
GE Vernova Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
GEN
Gen Digital Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
GNRC
Generac Holdlings Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
GM
General Motors Company Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
GILD
Gilead Sciences, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
GTLB
GitLab Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
GL
Globe Life Inc. Common Stock (GL) [ST] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
GDDY
GoDaddy Inc. Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
GS
Goldman Sachs Group, Inc. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Grand Junction CO Municipal Bond
Government security
$100,000
GPK
Graphic Packaging Holding Company · Stock (public) · LPL Account I
$15,001 - $50,000
HCA
HCA Healthcare, Inc. Common Stock (HCA) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
Haven at Town Center Property
Real property
$250,000
HSIC
Henry Schein, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
HLT
Hilton Worldwide Holdings Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
HWM
Howmet Aerospace Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
HUBS
HubSpot, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
HUBB
Hubbell Inc Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
IDXX
IDEXX Laboratories, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
IDXX
IDEXX Laboratories, Inc. - Common Stock (IDXX) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
IQV
IQVIA Holdings, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ITW
Illinois Tool Works Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
INCY
Incyte Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Indiana State Fin Auth Rev Sustainable Municipal Bond
$100,000
IR
Ingersoll Rand Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
IBP
Installed Building Products, Inc. Common Stock (IBP) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
IBP
Installed Building Products, Inc. Common Stock (IBP) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
FTZIX
Institutional Shares · Mutual fund · LPL Account I
$1,001 - $15,000
PODD
Insulet Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
INTC
Intel Corporation - Common Stock · Stock (public) · Etrade Brokerage Account
$1,001 - $15,000
INTC
Intel Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
IBM
International Business Machines Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
IP
International Paper Company Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
INTU
Intuit Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
INTU
Intuit Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
ISRG
Intuitive Surgical, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$250,000
QQQ
Invesco QQQ Trust, Series 1 · Exchange-traded fund
$100,000
XSVM
Invesco S&P SmallCap Value with Momentum ETF (XSVM) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
INVH
Invitation Homes Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
JPM
JP Morgan Chase & Co. Common Stock · Stock (public)
$100,000
JHQTX
JPMorgan Hedged Equity 3 Fund Class I (JHQTX) [MF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
JDBAX
Janus Henderson Balanced Fund - A Shares · Mutual fund · NYLIFE Securities Roth IRA SP
$1,001 - $15,000
JNJ
Johnson & Johnson Common Stock · Stock (public)
$100,000
KCI Office Building
Real property
$5,000,000
KVUE
Kenvue Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
KEY
KeyCorp Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
KIM
Kimco Realty Corporation · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
KMI
Kinder Morgan, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
KR
Kroger Company · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Kuharchik Construction, LLC
Other
$25,000,000
LHX
L3Harris Technologies, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
LKQ
LKQ Corporation - Common Stock · Stock (public) · LPL Account I
$1,001 - $15,000
LRCX
Lam Research Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
LDOS
Leidos Holdings, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
LMND
Lemonade, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
LII
Lennox International, Inc. Common Stock (LII) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
LCRIX
Leuthold Core Investment Fund Inst Cl · Mutual fund · Rollover IRA
$15,001 - $50,000
LST
Leuthold Select Industries ETF · Exchange-traded fund · Roth IRA
$1,001 - $15,000
LYV
Live Nation Entertainment, Inc. Common Stock · Stock (public) · Etrade Brokerage Account
$1,001 - $15,000
LMT
Lockheed Martin Corporation Common Stock (LMT) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
L
Loews Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
LYB
LyondellBasell Industries NV Ordinary Shares Class A · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
MTB
M&T Bank Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MTSI
MACOM Technology Solutions Holdings, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
MSCI
MSCI Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MVP LS FUND CDIII LLC SERIES 1 [OT] ⇒
· RPB Ventures LLC Haven at Arrowhead LLC
$15,001 - $50,000
Manheim, PA School District Municipal Bond
Government security
$250,000
MPC
Marathon Petroleum Corporation Common Stock · Stock (public) · LPL Account I
$15,001 - $50,000
MAR
Marriott International - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MLM
Martin Marietta Materials, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MA
Mastercard Incorporated Common Stock · Stock (public)
$100,000
MA
Mastercard Incorporated Common Stock (MA) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
MCD
McDonald's Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
MCK
McKesson Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
MELI
MercadoLibre, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
MET
MetLife, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
META
Meta Platforms, Inc. - Class A Common Stock (META)
$250,000
Metropolitan Council Minneapolis-St. Paul Municipal
$250,000
MTD
Mettler-Toledo International, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MTD
Mettler-Toledo International, Inc. Common Stock (MTD) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
MCHP
Microchip Technology Incorporated - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
MU
Micron Technology, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
MSFT
Microsoft Corporation - Common Stock · Stock (public)
$500,000
MSFT
Microsoft Corporation - Common Stock (MSFT) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
MAA
Mid-America Apartment Communities, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MHK
Mohawk Industries, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MOH
Molina Healthcare Inc Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MDLZ
Mondelez International, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MDB
MongoDB, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
MPWR
Monolithic Power Systems, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MNST
Monster Beverage Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MCO
Moody's Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
MS
Morgan Stanley Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
MOS
Mosaic Company · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
MSI
Motorola Solutions, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Multnomah County OR School District Municipal Bond
$250,000
NVDA
NVIDIA Corporation - Common Stock · Stock (public)
$1,000,000
NXPI
NXP Semiconductors N.V. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
NDAQ
Nasdaq, Inc. - Common Stock (NDAQ) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
NFLX
Netflix, Inc. - Common Stock · Stock (public)
$100,000
NFLX
Netflix, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
NEM
Newmont Corporation · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
NWSA
News Corporation - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
NWS
News Corporation - Class B Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
NI
NiSource Inc Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
NKE
Nike, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
NTRS
Northern Trust Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
NCLH
Norwegian Cruise Line Holdings Ltd. Ordinary Shares · Stock (public) · Haven at P83 LLC
$15,001 - $50,000
NU
Nu Holdings Ltd. Class A Ordinary Shares · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
ORLY
O'Reilly Automotive, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ORLY
O'Reilly Automotive, Inc. - Common Stock (ORLY) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
OKE
ONEOK, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
OKTA
Okta, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
ODFL
Old Dominion Freight Line, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ODFL
Old Dominion Freight Line, Inc. - Common Stock · Stock (public) · LPL Account I
$1,001 - $15,000
ORCL
Oracle Corporation Common Stock (ORCL) [ST] ⇒ · RPB Ventures LLC LPL Account
$15,001 - $50,000
OTIS
Otis Worldwide Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PCAR
PACCAR Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PIMCO Enhanced Short Maturity Active Exchange-Traded
$500,000
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · Exchange-traded fund · LPL Account I
$15,001 - $50,000
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund · Exchange-traded fund · Rollover IRA
$1,001 - $15,000
PEDPX
PIMCO Extended Duration Fund Class I-2 (PEDPX) [MF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
PONPX
PIMCO Income Fund Class I-2 (PONPX) [MF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
PMOPX
PIMCO Moderate Duration Fund Class I-2 (PMOPX) [MF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
PNC
PNC Financial Services Group, Inc. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PPL
PPL Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
PLTR
Palantir Technologies Inc. - Class A Common Stock
$100,000
PANW
Palo Alto Networks, Inc. · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
PANW
Palo Alto Networks, Inc. · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
PH
Parker-Hannifin Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PYPL
PayPal Holdings, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
PAYX
Paychex, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PCTY
Paylocity Holding Corporation - Common Stock · Stock (public) · LPL Account I
$15,001 - $50,000
Pennsylvania State Higher Education Municipal Bond
$100,000
Pennsylvania State Higher Education Municipal Bond
$100,000
Pennsylvania State Municipal Bond
Government security
$250,000
Pennsylvania State Turnpike Commn Registration Fee
$100,000
Pennsylvania State Turnpike Commn Tpk Rev Municipal
$100,000
Pennsylvania State Turnpike Municipal Bond
Government security
$250,000
Pennsylvania State University Municipal Bond
Government security
$100,000
Pennsylvania State University Municipal Bond
Government security
$100,000
Pennsylvania State University Municipal Bond
Government security
$100,000
PSX
Phillips 66 Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Phoenix AZ Civic Impt Municipal Bond
Government security
$100,000
Pine-Richland PA School District Municipal Bond
Government security
$250,000
PCOR
Procore Technologies, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
PGR
Progressive Corporation · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PLD
Prologis, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PEG
Public Service Enterprise Group Incorporated Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PSA
Public Storage Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
PHM
PulteGroup, Inc. Common Stock · Stock (public) · LPL Account I
$1,001 - $15,000
PWR
Quanta Services, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
DGX
Quest Diagnostics Incorporated Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
RTX
RTX Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
RL
Ralph Lauren Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
O
Realty Income Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
REG
Regency Centers Corporation · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
RF
Regions Financial Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
RSG
Republic Services, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
RMD
ResMed Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
RMD
ResMed Inc. Common Stock (RMD) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
HOOD
Robinhood Markets, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
ROL
Rollins, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ROP
Roper Technologies, Inc. (ROP) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
ROST
Ross Stores, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
RCL
Royal Caribbean Cruises Ltd. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
SPGI
S&P Global Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
SBAC
SBA Communications Corporation - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
SBAC
SBA Communications Corporation - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
SLB
SLB Limited Common Shares · Stock (public) · Rollover IRA
$1,001 - $15,000
GLDM
SPDR Gold MiniShares Trust (GLDM) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
STE
STERIS plc · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
CRM
Salesforce, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
Salt Lake & Sandy UT Water District Municipal Bond
Government security
$250,000
SCHX
Schwab U.S. Large-Cap ETF (SCHX) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$15,001 - $50,000
SE
Sea Limited American Depositary Shares, each representing one Class A Ordinary Share · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
NOW
ServiceNow, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
NOW
ServiceNow, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
SHW
Sherwin-Williams Company (SHW) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
SHOP
Shopify Inc. - Class A Subordinate Voting Shares · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
SPG
Simon Property Group, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
SW
Smurfit WestRock plc Ordinary Shares · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
SNOW
Snowflake Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
SOLS
Sollensys Corp. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
SO
Southern Company · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
SPOT
Spotify Technology S.A. Ordinary Shares · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
SBUX
Starbucks Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
STT
State Street Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
BIL
State Street SPDR Bloomberg 1-3 Month T-Bill ETF · Exchange-traded fund · Roth IRA
$1,001 - $15,000
SPAB
State Street SPDR Portfolio Aggregate Bond ETF · Exchange-traded fund · Rollover IRA
$1,001 - $15,000
SPAB
State Street SPDR Portfolio Aggregate Bond ETF · Exchange-traded fund · Roth IRA
$15,001 - $50,000
SPAB
State Street SPDR Portfolio Aggregate Bond ETF (SPAB) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
SPTL
State Street SPDR Portfolio Long Term Treasury ETF (SPTL) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF · Exchange-traded fund · Roth IRA
$1,001 - $15,000
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
SPMD
State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$15,001 - $50,000
SPY
State Street SPDR S&P 500 ETF Trust · Exchange-traded fund
$1,000,000
SPY
State Street SPDR S&P 500 ETF Trust · Exchange-traded fund
$100,000
SPY
State Street SPDR S&P 500 ETF Trust · Exchange-traded fund
$500,000
SPY
State Street SPDR S&P 500 ETF Trust (SPY) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
STLD
Steel Dynamics, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
IBM
Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Sweep Account
Bank/brokerage account
$100,000
Sweep Account
Bank/brokerage account · JP Morgan Brokerage Account #2
$1,001 - $15,000
SYF
Synchrony Financial Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
SNPS
Synopsys, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
SNPS
Synopsys, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
SNPS
Synopsys, Inc. - Common Stock (SNPS) [ST] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
SYY
Sysco Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
TMUS
T-Mobile US, Inc. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
PRWCX
T. Rowe Price Capital Appreciation Fund · Mutual fund
$100,000
PRWCX
T. Rowe Price Capital Appreciation Fund · Mutual fund · Rollover IRA
$1,001 - $15,000
PRWCX
T. Rowe Price Capital Appreciation Fund · Mutual fund · Roth IRA
$1,001 - $15,000
TEL
TE Connectivity plc Ordinary Shares · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
TJX
TJX Companies, Inc. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
TSM
Taiwan Semiconductor Manufacturing Company Ltd. · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
TTWO
Take-Two Interactive Software, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
TPR
Tapestry, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
TRGP
Targa Resources, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
TDY
Teledyne Technologies Incorporated Common Stock (TDY) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
TEM
Tempus AI, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
TSLA
Tesla, Inc. - Common Stock · Stock (public)
$250,000
TSLA
Tesla, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
TXN
Texas Instruments Incorporated - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
TPL
Texas Pacific Land Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
AES
The AES Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
BK
The Bank of New York Mellon Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
CI
The Cigna Group Common Stock (CI) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
HIG
The Hartford Insurance Group, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
HSY
The Hershey Company Common Stock (HSY) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
TTD
The Trade Desk, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$15,001 - $50,000
TRV
The Travelers Companies, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
THO
Thor Industries, Inc. Common Stock · Stock (public) · LPL Account I
$1,001 - $15,000
TSCO
Tractor Supply Company - Common Stock (TSCO) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
TT
Trane Technologies plc · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
TWLO
Twilio Inc. Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
TYL
Tyler Technologies, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
USB
U.S. Bancorp Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
DURPX
U.S. High Relative Profitability Portfolio Institutional Class · Mutual fund · Roth IRA
$15,001 - $50,000
UDR
UDR, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
US Treasury Note 1/31/26
Government security · LPL Account III
$15,001 - $50,000
UBER
Uber Technologies, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
UNP
Union Pacific Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
URI
United Rentals, Inc. Common Stock · Stock (public) · LPL Account I
$1,001 - $15,000
URI
United Rentals, Inc. Common Stock (URI) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
UHS
Universal Health Services, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
University of Minnesota Municipal Bond
Government security
$100,000
University of Washington WA Univ Revenues Municipal
$100,000
VBR
Vanguard Small-Cap Value ETF (VBR) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
VEEV
Veeva Systems Inc. Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
VTR
Ventas, Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
VRSK
Verisk Analytics, Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
VRTX
Vertex Pharmaceuticals Incorporated - Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
VICR
Vicor Corporation - Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
V
Visa Inc. · Stock (public)
$100,000
V
Visa Inc. (V) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
VST
Vistra Corp. Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
VMC
Vulcan Materials Company · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
WRB
W.R. Berkley Corporation Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
GWW
W.W. Grainger, Inc. Common Stock · Stock (public) · RPB Ventures Miners SB LLC
None
WMT
Walmart Inc. - Common Stock · Stock (public)
$100,000
WRBY
Warby Parker Inc. Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
Washington State Bid Group Municipal Bond
Government security
$100,000
Weld County CO School District Municipal Bond
Government security
$250,000
WFC
Wells Fargo & Company Common Stock · Stock (public)
$100,000
WELL
Welltower Inc. Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
WMB
Williams Companies, Inc. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
WTW
Willis Towers Watson Public Limited Company - Ordinary Shares · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Wilson PA School District Municipal Bond
Government security
$100,000
WGO
Winnebago Industries, Inc. Common Stock · Stock (public) · LPL Account II
$15,001 - $50,000
WDAY
Workday, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
Wyoming Borough Property
Real property
$500,000
Wyoming Office Building
Real property
$500,000
XEL
Xcel Energy Inc. · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
XYL
Xylem Inc. Common Stock New · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ZBRA
Zebra Technologies Corporation - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account
$1,001 - $15,000
ZM
Zoom Communications, Inc. - Class A Common Stock · Stock (public) · JP Morgan Brokerage Account #4
$1,001 - $15,000
[ST] ⇒
· KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
[ST] ⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000
EBAY
eBay Inc. - Common Stock · Stock (public) · JP Morgan Brokerage Account
$15,001 - $50,000
SGOV
iShares 0-3 Month Treasury Bond ETF · Exchange-traded fund
$250,000
CLOA
iShares AAA CLO Active ETF · Exchange-traded fund
$100,000
IWM
iShares Russell 2000 Index Fund · Exchange-traded fund · LPL Account I
$15,001 - $50,000
IWM
iShares Russell 2000 Index Fund · Exchange-traded fund
$100,000
IWP
iShares Russell Midcap Growth ETF · Exchange-traded fund · Roth IRA
$1,001 - $15,000
TIP
iShares TIPS Bond ETF (TIP) [EF] ⇒ · KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
LULU
lululemon athletica inc. - Common Stock (LULU) [ST] ⇒ · KCI Holdings LLC LPL Brokerage Account
$15,001 - $50,000
LULU
lululemon athletica inc. - Common Stock (LULU) [ST] ⇒ · RPB Ventures LLC LPL Account
$1,001 - $15,000
MNDY
monday.com Ltd. - Ordinary Shares · Stock (public) · JP Morgan Brokerage Account #2
$1,001 - $15,000
⇒
· KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
⇒
· KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
⇒
· KCI Holdings LLC LPL Brokerage Account
$1,001 - $15,000
⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000
⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000
⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000
⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000
⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000
⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000
⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000
⇒
· RPB Ventures LLC LPL Account
$1,001 - $15,000