Scott Mr Franklin

FL18Member2 filings38 transactions

Total Purchases (max)

$405K

Total Sales (max)

$100K

Net Portfolio Value

$305K

8 active positions of 28 total · Using max values from amount ranges

#TickerAssetPurchasesSalesNet ValueTxns% of Portfolio
1COSTCostco Wholesale Corporation$115K$115K237.7%
2Fidelity Joint TBE LSYIX$100K$100K132.8%
3CMCSAFidelity Joint TBE Comcast Corporation - Class A$115K$100K$15K34.9%
4FCNTX$15K$15K14.9%
5FFRHX$15K$15K14.9%
6FQALFidelity Quality Factor ETF$15K$15K14.9%
7IVViShares Core S&P 500 ETF$15K$15K14.9%
8LSYIX$15K$15K14.9%
9FMCSX$15K-$15K1
10LUBYX$15K-$15K1
11BRK.ABerkshire Hathaway Inc.$50K-$50K1
12CSCOCisco Systems, Inc.$50K-$50K1
13NEENextEra Energy, Inc.$50K-$50K1
14PFEPfizer, Inc.$50K-$50K1
15PNCPNC Financial Services Group, Inc.$50K-$50K1
16UPSUnited Parcel Service, Inc.$50K-$50K1
17UNHUnitedHealth Group Incorporated Common Stock$50K-$50K1
18WMTWalmart Inc.$50K-$50K1
19AAPLApple Inc.$65K-$65K2
20BRK.BBerkshire Hathaway Inc. New$100K-$100K1
21JPMJP Morgan Chase & Co.$100K-$100K1
22MDTMedtronic plc. Ordinary Shares$100K-$100K1
23MSFTMicrosoft Corporation$100K-$100K2
24VZVerizon Communications Inc.$100K-$100K1
25FSKAX$115K-$115K2
26IJRiShares Core S&P Small-Cap ETF$115K-$115K2
27SBUXStarbucks Corporation$115K-$115K2
28QQQInvesco QQQ Trust, Series 1$130K-$130K3