Jefferson Shreve

Jefferson Shreve

U.S. RepresentativeIN066 filings620 transactions
View on House Disclosures

Total Purchases (max)

$51.3M

Total Sales (max)

$750K

Net Portfolio Value

$50.5M

12 active positions of 314 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1—Bank of Montreal 13-Month Digital Buffer Note$25.0M—$25.0M149.5%
2—JP Morgan 5 year Barrier Note INDU/NDX/RTY$25.0M—$25.0M149.5%
3AMGNAmgen Inc. - Common Stock$100K$50K$50K30.1%
4CBOECboe Global Markets, Inc.$150K$100K$50K40.1%
5EXPOExponent, Inc. - Common Stock$100K$50K$50K30.1%
6XOMExxon Mobil Corporation Common Stock$150K$100K$50K30.1%
7GEGE Aerospace Common Stock$200K$150K$50K40.1%
8HIWHighwoods Properties, Inc. Common Stock$100K$50K$50K30.1%
9LOWLowe's Companies, Inc. Common Stock$100K$50K$50K30.1%
10MCDMcDonald's Corporation Common Stock$100K$50K$50K30.1%
11ORCLOracle Corporation Common Stock$150K$100K$50K50.1%
12VRTXVertex Pharmaceuticals Incorporated - Common Stock$100K$50K$50K30.1%
13—Comcast 6.50% maturing 11/15/35$50K$50K$02—
14ADBEAdobe Inc. - Common Stock$100K$100K$04—
15AMDAdvanced Micro Devices, Inc.$200K$200K$05—
16AKAMAkamai Technologies, Inc. - Common Stock$100K$100K$04—
17AEOAmerican Eagle Outfitters, Inc. Common Stock$50K$50K$02—
18AIGAmerican International Group, Inc. New Common Stock$50K$50K$02—
19AWKAmerican Water Works Company, Inc. Common Stock$50K$50K$02—
20AMATApplied Materials, Inc. - Common Stock$200K$200K$05—
21APPApplovin Corporation - Class A Common Stock$100K$100K$04—
22ACGLArch Capital Group Ltd. - Common Stock$50K$50K$02—
23AXONAxon Enterprise, Inc. - Common Stock$50K$50K$02—
24BALLBall Corporation Common Stock$100K$100K$04—
25AVGOBroadcom Inc. - Common Stock$300K$300K$04—
26CNCCentene Corporation Common Stock$50K$50K$02—
27CRLCharles River Laboratories International, Inc. Common Stock$50K$50K$02—
28COPConocoPhillips Common Stock$100K$100K$04—
29CSGPCoStar Group, Inc. - Common Stock$50K$50K$02—
30CCICrown Castle Inc. Common Stock$50K$50K$02—
31DVNDevon Energy Corporation Common Stock$100K$100K$04—
32DGDollar General Corporation Common Stock$50K$50K$02—
33ELVElevance Health, Inc. Common Stock$50K$50K$02—
34FISFidelity National Information Services, Inc. Common Stock$100K$100K$03—
35BUSEFirst Busey Corporation - Common Stock$100K$100K$04—
36GILDGilead Sciences, Inc. - Common Stock$50K$50K$02—
37GSGoldman Sachs Group, Inc.$100K$100K$04—
38HDHome Depot, Inc.$150K$150K$05—
39JNJJohnson & Johnson Common Stock$100K$100K$03—
40LMTLockheed Martin Corporation Common Stock$50K$50K$02—
41MPCMarathon Petroleum Corporation Common Stock$50K$50K$02—
42MTCHMatch Group, Inc. - Common Stock$50K$50K$02—
43MSTRMicroStrategy Incorporated - Class A Common Stock$50K$50K$02—
44NEMNewmont Corporation$50K$50K$02—
45OXYOccidental Petroleum Corporation Common Stock$100K$100K$04—
46PEPPepsico, Inc.$50K$50K$02—
47PSXPhillips 66 Common Stock$50K$50K$02—
48PRUPrudential Financial, Inc. Common Stock$50K$50K$02—
49PHMPulteGroup, Inc. Common Stock$50K$50K$02—
50RPDRapid7, Inc. - Common Stock$100K$100K$04—
51RGLDRoyal Gold, Inc. - Common Stock$100K$100K$03—
52RTXRTX Corporation Common Stock$50K$50K$02—
53SPGIS&P Global Inc. Common Stock$100K$100K$02—
54SHWSherwin-Williams Company$50K$50K$02—
55CIThe Cigna Group Common Stock$50K$50K$02—
56TDGTransdigm Group Incorporated Common Stock$100K$100K$04—
57UNPUnion Pacific Corporation Common Stock$50K$50K$02—
58ZTSZoetis Inc. Class A Common Stock$100K$100K$04—
59AONAon plc Class A Ordinary Shares$50K$50K$02—
60ECLEcolab Inc. Common Stock$250K$250K$02—
61HNIHNI Corporation Common Stock$50K$50K$02—
62UNHUnitedHealth Group Incorporated Common Stock$100K$100K$04—
63ABBVAbbVie Inc. Common Stock$100K$100K$02—
64FBINFortune Brands Innovations, Inc. Common Stock$50K$50K$02—
65HEI.AHeico Corporation Common Stock$50K$50K$02—
66MRKMerck & Company, Inc. Common Stock$50K$50K$02—
67LGIHLGI Homes, Inc. - Common Stock$50K$50K$02—
68PFEPfizer, Inc. Common Stock$50K$50K$02—
69SLBSchlumberger N.V. Common Stock$50K$50K$02—
70WYWeyerhaeuser Company Common Stock$50K$50K$02—
71BCBrunswick Corporation Common Stock$50K$50K$02—
72INTCIntel Corporation - Common Stock$50K$50K$02—
73PLDPrologis, Inc. Common Stock$50K$50K$02—
74QCOMQUALCOMM Incorporated - Common Stock$50K$50K$02—
75TGTTarget Corporation Common Stock$50K$50K$02—
76VLOValero Energy Corporation Common Stock$50K$50K$02—
77VSTVistra Corp. Common Stock$50K$50K$02—
78APDAir Products and Chemicals, Inc. Common Stock$50K$50K$02—
79CZRCaesars Entertainment, Inc. - Common Stock$50K$50K$02—
80NUENucor Corporation Common Stock$50K$50K$02—
81VICRVicor Corporation - Common Stock$50K$50K$02—
82NVTnVent Electric plc Ordinary Shares$50K$50K$02—
83—Colorado St Brd Governors Univ Enterprise Sys Rev 5.000 2030-03-01—$15K-$15K1—
84—Connecticut St Spl Tax Oblig Rev 5.00 2032-5-1/ 207758ZUO—$15K-$15K1—
85—Cypress Fairbanks Tex Indpt Sch Dist 5.0000 2032-02-15—$15K-$15K1—
86—Denton Cnty Tex 4.0000 2029-07-15—$15K-$15K1—
87—Denton Tex 5.0000 2029-02-15—$15K-$15K1—
88—Denton Tex Indpt Sch Dist 5.0000 2029-08-15—$15K-$15K1—
89—District Columbia Income Tax Rev 5.000 2032-03-01—$15K-$15K1—
90—Florida St Dept Environmental Protn—$15K-$15K1—
91—Florida St Dept Transn Fing Corp Rev 5.000 2032-07-01—$15K-$15K1—
92—Greater Orlando Aviation Auth Orlando FLA Arpt Fac Rev 2032-10-—$15K-$15K1—
93—JP Morgan 4.912 7-25-33 '32/ 46647PDH6—$15K-$15K1—
94—Lakewood Ohio City Sch Dist 5.0000 2025-12-01—$15K-$15K1—
95—Maryland St Dept Transn Cons Transn 5.000 2029-09-01—$15K-$15K1—
96—Memphis TN 5.0000 2032-05-01—$15K-$15K1—
97—Metropolitan Govt Nashville & Davidson CntyTN 4.0000 2032-01- 01/ 592112UX2—$15K-$15K1—
98—New York NY 5.0000 2033-08-01—$15K-$15K1—
99—New York NY City Transitional Fin Auth Bldg Aid Rev 5.000 2029-07-15—$15K-$15K1—
100—New York NY Transitional Fin Auth Bldg Aid Rev 5.0000 2030-07-15—$15K-$15K1—
101—Ohio St Spl Oblig 5.0000 2029-04-01—$15K-$15K1—
102—Oviedo FLA Util Rev 5.0000 2032-10-—$15K-$15K1—
103—Port Tacoma Wash Rev 4.0000 2025- 12-01—$15K-$15K1—
104—Sherman Tex 5.0000 2025-08-15—$15K-$15K1—
105—South Jordan Utah Sales Tax Rev 5.00 2028-8-15—$15K-$15K1—
106—Texas Tech Univ Revs 5.000 2029- 02-15—$15K-$15K1—
107—Tri-cnty Met Transn Dist Ore Rev 5.000 2027-09-01—$15K-$15K1—
108—Vermillion S D Sch Dist No 13-1 5.0000 2030-08-01—$15K-$15K1—
109TTDThe Trade Desk, Inc. - Class A Common Stock$100K$115K-$15K5—
110—Pembroke Pines FL Cap Impt Re 5.000—$15K-$15K1—
111MRPMillrose Properties, Inc. Class A Common Stock—$15K-$15K2—
112—Ohio St Wtr Dev Auth Wtr Pollution Ctl Rev 5.000 2032-06-01—$30K-$30K2—
113—Cuyahoga Cnty Ohio Economic Dev Rev 5.000 2025-12-01—$50K-$50K1—
114—Douglas Cnty Neb Sch Dist No001 5.000 2028-12-15—$50K-$50K1—
115—Fort Bend Tex Indpt Sch Dist 5.00 2027-8-15/ 346843KW4—$50K-$50K1—
116—Grand Praire Tex 5.0000 2032-02-15—$50K-$50K1—
117—Gregory Portland Tex Indpt Sch Dist 5.000 2028-02-15—$50K-$50K1—
118—Houston Tex 5.000 2031-03-01/ 4423315C4—$50K-$50K1—
119—Kansas City MO 4.0000 2030-02-01—$50K-$50K1—
120—Laredo TEX 5.000 2031-2-15/ 516824JB6—$50K-$50K1—
121—Las Vegas Nev 4.000 2027-06-01—$50K-$50K1—
122—Lovejoy Indpt Sch Dist Tex 4.0000 2032-2-15—$50K-$50K1—
123—Memphis-Shelby Cnty TN Indl Dev Brd Economic Dev Growth Engine TDZ Rev 5.0000 2025-11-01—$50K-$50K1—
124—Minnesota ST 5.00 2025-08-01—$50K-$50K1—
125—Minnesota St 5.00000 2025-08-01—$50K-$50K1—
126—New York NY 5.0000 2028-08-01—$50K-$50K1—
127—Omaha Pub Pwr Dist Neb Elec Rev 5.0000 2027-02-01—$50K-$50K1—
128—Oregon St 5.0000 2028-12-01—$50K-$50K1—
129—Pierce Cnty Wash Dist No 010 Tacoma 5.000 2025-12-01—$50K-$50K1—
130—Plano Tex Indpt Sch Dist 5.0000 2032-02-15—$50K-$50K1—
131—Southwest Allen Ind Multi Sch Bldg Corp 5.0000 2029-07-15—$50K-$50K1—
132—Spotsylvania Cnty VA Wtr & Swr Rev 5.0000 2025-12-01—$50K-$50K1—
133—Weld Cnty Colo Sch Dist No Re 4.50000 2025-12-01—$50K-$50K1—
134—Wells Fargo 5.574 07/25/29 '28 Mtn—$50K-$50K1—
135MMM3M Company Common Stock—$50K-$50K1—
136AAgilent Technologies, Inc. Common Stock$50K$100K-$50K3—
137ALBAlbemarle Corporation Common Stock$50K$100K-$50K3—
138ALNYAlnylam Pharmaceuticals, Inc. - Common Stock—$50K-$50K1—
139AMTAmerican Tower Corporation—$50K-$50K1—
140APTVAptiv PLC Ordinary Shares$50K$100K-$50K3—
141ARESAres Management Corporation Class A Common Stock$100K$150K-$50K3—
142TAT&T Inc.—$50K-$50K1—
143ADSKAutodesk, Inc. - Common Stock$50K$100K-$50K3—
144BKNGBooking Holdings Inc. - Common Stock$50K$100K-$50K2—
145BSXBoston Scientific Corporation Common Stock—$50K-$50K1—
146BMYBristol-Myers Squibb Company Common Stock—$50K-$50K1—
147BKEBuckle, Inc.$50K$100K-$50K3—
148CCLCarnival Corporation Common Stock$50K$100K-$50K3—
149SCHWCharles Schwab Corporation—$50K-$50K1—
150CHTRCharter Communications, Inc. - Class A Common Stock—$50K-$50K1—
151CVXChevron Corporation Common Stock$50K$100K-$50K3—
152CMGChipotle Mexican Grill, Inc. Common Stock$100K$150K-$50K3—
153CBChubb Limited Common Stock—$50K-$50K1—
154CTASCintas Corporation - Common Stock$100K$150K-$50K3—
155NETCloudflare, Inc. Class A Common Stock—$50K-$50K1—
156CMECME Group Inc. - Class A Common Stock—$50K-$50K1—
157CNOCNO Financial Group, Inc. Common Stock—$50K-$50K1—
158COINCoinbase Global, Inc. - Class A Common Stock$50K$100K-$50K3—
159CMCSAComcast Corporation - Class A Common Stock$50K$100K-$50K3—
160CEGConstellation Energy Corporation - Common Stock$50K$100K-$50K3—
161CPRTCopart, Inc. - Common Stock—$50K-$50K1—
162CRWDCrowdStrike Holdings, Inc. - Class A Common Stock—$50K-$50K1—
163CSXCSX Corporation$50K$100K-$50K3—
164CVSCVS Health Corporation Common Stock—$50K-$50K1—
165DHRDanaher Corporation Common Stock$50K$100K-$50K3—
166DALDelta Air Lines, Inc. Common Stock$50K$100K-$50K3—
167DXCMDexCom, Inc. - Common Stock$50K$100K-$50K3—
168DASHDoorDash, Inc. - Common Stock—$50K-$50K1—
169EWEdwards Lifesciences Corporation Common Stock$50K$100K-$50K2—
170EPAMEPAM Systems, Inc. Common Stock$50K$100K-$50K3—
171FIFiserv, Inc. Common Stock—$50K-$50K1—
172FTNTFortinet, Inc. - Common Stock—$50K-$50K1—
173GMGeneral Motors Company Common Stock—$50K-$50K1—
174THGHanover Insurance Group Inc—$50K-$50K1—
175HOMBHome BancShares, Inc. Common Stock$50K$100K-$50K3—
176HUBBHubbell Inc Common Stock$50K$100K-$50K3—
177IBMInternational Business Machines Corporation Common Stock—$50K-$50K1—
178INTUIntuit Inc. - Common Stock$250K$300K-$50K3—
179ISRGIntuitive Surgical, Inc. - Common Stock$50K$100K-$50K3—
180KRKroger Company—$50K-$50K1—
181LINLinde plc - Ordinary Shares$100K$150K-$50K3—
182LFUSLittelfuse, Inc. - Common Stock$50K$100K-$50K3—
183LULUlululemon athletica inc. - Common Stock$50K$100K-$50K3—
184MCKMcKesson Corporation Common Stock—$50K-$50K1—
185NDAQNasdaq, Inc. - Common Stock—$50K-$50K1—
186NEENextEra Energy, Inc. Common Stock$50K$100K-$50K2—
187ORIOld Republic International Corporation Common Stock—$50K-$50K1—
188PANWPalo Alto Networks, Inc.$50K$100K-$50K3—
189PYPLPayPal Holdings, Inc. - Common Stock$50K$100K-$50K3—
190ROSTRoss Stores, Inc. - Common Stock$50K$100K-$50K3—
191CRMSalesforce, Inc. Common Stock$50K$100K-$50K3—
192SNDRSchneider National, Inc. Common Stock$50K$100K-$50K3—
193SNOWSnowflake Inc. Class A Common Stock—$50K-$50K1—
194SPOTSpotify Technology S.A. Ordinary Shares$50K$100K-$50K2—
195SNPSSynopsys, Inc. - Common Stock$100K$150K-$50K3—
196TTWOTake-Two Interactive Software, Inc. - Common Stock—$50K-$50K1—
197SJMThe J.M. Smucker Company Common Stock—$50K-$50K1—
198TTTrane Technologies plc$100K$150K-$50K3—
199UBERUber Technologies, Inc. Common Stock$50K$100K-$50K2—
200UCBUnited Community Banks, Inc. Common Stock$50K$100K-$50K2—
201UVSPUnivest Financial Corporation - Common Stock—$50K-$50K1—
202VZVerizon Communications Inc. Common Stock—$50K-$50K1—
203WBDWarner Bros. Discovery, Inc. - Series A Common Stock—$50K-$50K1—
204WFCWells Fargo & Company Common Stock$50K$100K-$50K2—
205WDCWestern Digital Corporation - Common Stock$50K$100K-$50K3—
206ZMZoom Communications, Inc. - Class A Common Stock—$50K-$50K1—
207XYZBlock, Inc. Class A Common Stock,$100K$150K-$50K4—
208MDTMedtronic plc. Ordinary Shares—$50K-$50K1—
209UPSUnited Parcel Service, Inc. Common Stock$100K$150K-$50K4—
210STAGStag Industrial, Inc. Common Stock$100K$150K-$50K3—
211CLXClorox Company—$50K-$50K1—
212HRIHerc Holdings Inc. Common Stock$50K$100K-$50K3—
213KEYSKeysight Technologies Inc. Common Stock—$50K-$50K1—
214NSCNorfolk Southern Corporation Common Stock$50K$100K-$50K3—
215CFGCitizens Financial Group, Inc. Common Stock—$50K-$50K1—
216DFSDiscover Financial Services Common Stock—$50K-$50K1—
217FCXFreeport-McMoRan, Inc. Common Stock—$50K-$50K1—
218GENGen Digital Inc. - Common Stock—$50K-$50K1—
219HOGHarley-Davidson, Inc. Common Stock$50K$100K-$50K3—
220HLTHilton Worldwide Holdings Inc. Common Stock—$50K-$50K1—
221HONHoneywell International Inc.—$50K-$50K1—
222IFFInternational Flavors & Fragrances, Inc. Common Stock—$50K-$50K1—
223LECOLincoln Electric Holdings, Inc. - Common Shares—$50K-$50K1—
224MCHPMicrochip Technology Incorporated - Common Stock—$50K-$50K1—
225MUMicron Technology, Inc. - Common Stock—$50K-$50K1—
226MSMorgan Stanley Common Stock—$50K-$50K1—
227REGNRegeneron Pharmaceuticals, Inc. - Common Stock—$50K-$50K1—
228RGENRepligen Corporation - Common Stock—$50K-$50K1—
229SNDKSandisk Corporation - Common Stock—$50K-$50K2—
230SBUXStarbucks Corporation - Common Stock—$50K-$50K1—
231TMOThermo Fisher Scientific Inc Common Stock—$50K-$50K1—
232ACNAccenture plc Class A Ordinary Shares—$50K-$50K1—
233DDDuPont de Nemours, Inc. Common Stock—$50K-$50K1—
234LAZLazard, Inc. Common Stock—$50K-$50K1—
235NKENike, Inc. Common Stock—$50K-$50K1—
236BDXBecton, Dickinson and Company Common Stock—$50K-$50K1—
237PCVXVaxcyte, Inc. - Common Stock—$50K-$50K1—
238VSHVishay Intertechnology, Inc. Common Stock—$50K-$50K1—
239HOPEHope Bancorp, Inc. - Common Stock—$50K-$50K1—
240—Citigroup Inc 5.875 2033-02-22—$100K-$100K1—
241—Corpus Christi Tex Indpt Sch Dist 4.000 2028-08-15—$100K-$100K1—
242—General Motors Financial Company Inc 2.35 2031-01-08—$100K-$100K1—
243—PNC Finl Svc 6.875 10/20/34 '33 FRN—$100K-$100K1—
244—Vistancia Cmnty Facs Dist Arizona 4.00 2025-07-15—$100K-$100K1—
245—Washington Cnty Tenn 4.0000 2027- 06-01—$100K-$100K1—
246—Wells Fargo 6.491 10/23/34 '33 MTN—$100K-$100K1—
247ABTAbbott Laboratories Common Stock—$100K-$100K1—
248AXPAmerican Express Company Common Stock$50K$150K-$100K4—
249ADIAnalog Devices, Inc. - Common Stock$50K$150K-$100K3—
250ANETArista Networks, Inc. Common Stock$50K$150K-$100K3—
251ADPAutomatic Data Processing, Inc. - Common Stock—$100K-$100K1—
252AZOAutoZone, Inc. Common Stock—$100K-$100K1—
253BACBank of America Corporation Common Stock$50K$150K-$100K3—
254BLKBlackRock, Inc. Common Stock$200K$300K-$100K5—
255CDNSCadence Design Systems, Inc. - Common Stock—$100K-$100K1—
256CWSTCasella Waste Systems, Inc. - Class A Common Stock—$100K-$100K1—
257CORCencora, Inc. Common Stock—$100K-$100K1—
258LNGCheniere Energy, Inc. Common Stock—$100K-$100K2—
259CSCOCisco Systems, Inc. - Common Stock—$100K-$100K1—
260CTRACoterra Energy Inc. Common Stock—$100K-$100K2—
261DEDeere & Company Common Stock—$100K-$100K1—
262GEVGE Vernova Inc. Common Stock—$100K-$100K1—
263IDAIDACORP, Inc. Common Stock—$100K-$100K2—
264IDXXIDEXX Laboratories, Inc. - Common Stock$150K$250K-$100K3—
265LRCXLam Research Corporation - Common Stock$100K$200K-$100K4—
266LENLennar Corporation Class A Common Stock$50K$150K-$100K4—
267MRVLMarvell Technology, Inc. - Common Stock$100K$200K-$100K4—
268NINiSource Inc Common Stock—$100K-$100K1—
269PLTRPalantir Technologies Inc. - Class A Common Stock—$100K-$100K1—
270PRIPrimerica, Inc. Common Stock—$100K-$100K2—
271PGRProgressive Corporation—$100K-$100K1—
272ORealty Income Corporation Common Stock—$100K-$100K1—
273RLIRLI Corp. Common Stock—$100K-$100K2—
274RCLRoyal Caribbean Cruises Ltd. Common Stock—$100K-$100K1—
275RUSHBRush Enterprises, Inc. - Class B Common Stock—$100K-$100K1—
276SBACSBA Communications Corporation - Class A Common Stock—$100K-$100K1—
277SYYSysco Corporation Common Stock—$100K-$100K2—
278TXNTexas Instruments Incorporated - Common Stock$200K$300K-$100K5—
279CGThe Carlyle Group Inc. - Common Stock$100K$200K-$100K4—
280TJXTJX Companies, Inc.$50K$150K-$100K3—
281DISWalt Disney Company$50K$150K-$100K4—
282WELLWelltower Inc. Common Stock—$100K-$100K1—
283WMBWilliams Companies, Inc.—$100K-$100K1—
284WDAYWorkday, Inc. - Class A Common Stock$50K$150K-$100K3—
285AVBAvalonBay Communities, Inc. Common Stock—$100K-$100K2—
286IEXIDEX Corporation Common Stock—$100K-$100K2—
287NOWServiceNow, Inc. Common Stock—$100K-$100K1—
288SPGSimon Property Group, Inc. Common Stock—$100K-$100K1—
289BABoeing Company—$150K-$150K2—
290CATCaterpillar, Inc. Common Stock$50K$200K-$150K4—
291HALHalliburton Company Common Stock$50K$200K-$150K5—
292MAMastercard Incorporated Common Stock—$150K-$150K2—
293PWRQuanta Services, Inc. Common Stock$50K$200K-$150K3—
294SYKStryker Corporation Common Stock$50K$200K-$150K3—
295ITTITT Inc. Common Stock—$150K-$150K2—
296NFLXNetflix, Inc. - Common Stock$50K$250K-$200K2—
297PGProcter & Gamble Company—$200K-$200K2—
298WMTWalmart Inc. Common Stock$50K$250K-$200K2—
299GOOGLAlphabet Inc. - Class A Common Stock—$250K-$250K1—
300GOOGAlphabet Inc. - Class C Capital Stock—$250K-$250K1—
301BRK.BBerkshire Hathaway Inc. New Common Stock—$250K-$250K1—
302KOCoca-Cola Company—$250K-$250K1—
303LLYEli Lilly and Company Common Stock—$250K-$250K1—
304OGEOGE Energy Corp Common Stock—$250K-$250K1—
305PMPhilip Morris International Inc Common Stock—$250K-$250K1—
306TSLATesla, Inc. - Common Stock—$250K-$250K1—
307COSTCostco Wholesale Corporation - Common Stock—$300K-$300K2—
308JPMJP Morgan Chase & Co. Common Stock—$300K-$300K2—
309VVisa Inc.—$300K-$300K2—
310AMZNAmazon.com, Inc. - Common Stock—$500K-$500K1—
311METAMeta Platforms, Inc. - Class A Common Stock—$550K-$550K3—
312MSFTMicrosoft Corporation - Common Stock$1.0M$1.6M-$600K4—
313AAPLApple Inc. - Common Stock$300K$1.3M-$950K4—
314NVDANVIDIA Corporation - Common Stock$300K$1.4M-$1.1M5—