Richard Dean Dr McCormick

GA06Member3 filings63 transactions

Total Purchases (max)

$885K

Total Sales (max)

$60K

Net Portfolio Value

$825K

36 active positions of 36 total · Using max values from amount ranges

#	Ticker↕	Asset↕	Purchases↕	Sales↕	Net Value↓	Txns↕	% of Portfolio
1	ABT	Abbott Laboratories Common Stock	$30K	—	$30K	2	3.6%
2	APD	Air Products and Chemicals, Inc. Common Stock	$30K	—	$30K	2	3.6%
3	AWK	American Water Works Company, Inc. Common Stock	$30K	—	$30K	2	3.6%
4	ADI	Analog Devices, Inc. - Common Stock	$30K	—	$30K	2	3.6%
5	AAPL	Apple Inc. - Common Stock	$30K	—	$30K	2	3.6%
6	ADP	Automatic Data Processing, Inc. - Common Stock	$30K	—	$30K	2	3.6%
7	CSCO	Cisco Systems, Inc. - Common Stock	$30K	—	$30K	2	3.6%
8	COST	Costco Wholesale Corporation - Common Stock	$30K	—	$30K	2	3.6%
9	EMR	Emerson Electric Company Common Stock	$30K	—	$30K	2	3.6%
10	HD	Home Depot, Inc.	$30K	—	$30K	2	3.6%
11	ITW	Illinois Tool Works Inc. Common Stock	$30K	—	$30K	2	3.6%
12	ICE	Intercontinental Exchange Inc. Common Stock	$30K	—	$30K	2	3.6%
13	JNJ	Johnson & Johnson Common Stock	$30K	—	$30K	2	3.6%
14	MCD	McDonald's Corporation Common Stock	$30K	—	$30K	2	3.6%
15	MDT	Medtronic plc. Ordinary Shares	$30K	—	$30K	2	3.6%
16	NEE	NextEra Energy, Inc. Common Stock	$30K	—	$30K	2	3.6%
17	PEP	Pepsico, Inc.	$30K	—	$30K	2	3.6%
18	O	Realty Income Corporation Common Stock	$30K	—	$30K	2	3.6%
19	WMT	Walmart Inc. Common Stock	$30K	—	$30K	2	3.6%
20	BRK.B	Berkshire Hathaway Inc. New Common Stock	$15K	—	$15K	1	1.8%
21	BLK	BlackRock, Inc. Common Stock	$30K	$15K	$15K	3	1.8%
22	LHX	L3Harris Technologies, Inc. Common Stock	$30K	$15K	$15K	3	1.8%
23	MSFT	Microsoft Corporation - Common Stock	$30K	$15K	$15K	3	1.8%
24	PG	Procter & Gamble Company	$15K	—	$15K	1	1.8%
25	UNH	UnitedHealth Group Incorporated Common Stock	$30K	$15K	$15K	3	1.8%
26	V	Visa Inc.	$15K	—	$15K	1	1.8%
27	AMT	American Tower Corporation	$15K	—	$15K	1	1.8%
28	BARIX	Baron Asset Fund Inst Shs	$15K	—	$15K	1	1.8%
29	BEXIX	Baron Emerging Markets Fd Inst Shs	$15K	—	$15K	1	1.8%
30	FCPIX	Fidelity Advisor International Capital Appreciation Fund: Class I	$15K	—	$15K	1	1.8%
31	FEPIX	Fidelity Advisor Total Bond Fund: Class I	$15K	—	$15K	1	1.8%
32	JFLEX	Janus Henderson Flexible Bond Fund - I Shares	$15K	—	$15K	1	1.8%
33	NBGIX	Neuberger Berman Genesis Institutional	$15K	—	$15K	1	1.8%
34	FARCX	Nuveen Real Estate Securities Fund Cl	$15K	—	$15K	1	1.8%
35	TSIIX	Thornburg Strategic Income Fund Class 1 Shs	$15K	—	$15K	1	1.8%
36	MGK	Vanguard Mega Cap Growth ETF	$15K	—	$15K	1	1.8%