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Investment Summary for 03/19/2024
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 2.8481 03/18/2024 178.4900 508.35  1.2% research, transactions
Abbott Laboratories (ABT) 1.5677 03/18/2024 112.4400 176.27  0.4% research, transactions
Adobe Systems Inc (ADBE) 0.7458 03/18/2024 513.8600 383.25  0.9% research, transactions
Advanced Micro Devices (AMD) 2.2979 03/18/2024 190.6500 438.10  1.1% research, transactions
Alphabet Inc (GOOG) 11.3964 03/18/2024 148.4800 1,692.14  4.1% research, transactions
Alphabet Inc A (GOOGL) 10.8443 03/18/2024 147.6800 1,601.49  3.9% research, transactions
Amazon.com Inc (AMZN) 23.8889 03/18/2024 174.4800 4,168.13  10.1% research, transactions
Apple Inc (AAPL) 46.5392 03/18/2024 173.7200 8,084.80  19.6% research, transactions
Berkshire Hathaway Inc Cl B (BRKB) 2.8055 03/18/2024 408.4100 1,145.79  2.8% research, transactions
Boeing Company (BA) 0.5578 03/18/2024 179.8400 100.31  0.2% research, transactions
Caterpillar Inc (CAT) 0.8875 03/18/2024 351.9000 312.33  0.8% research, transactions
Chevron (CVX) 1.1780 03/18/2024 155.4100 183.07  0.4% research, transactions
Cisco Systems Inc (CSCO) 2.5953 03/18/2024 49.2700 127.87  0.3% research, transactions
Coca-Cola Company (KO) 1.9559 03/18/2024 60.1300 117.61  0.3% research, transactions
Costco Wholesale (COST) 2.7532 03/18/2024 731.5400 2,014.05  4.9% research, transactions
Cvs Health Corp (CVS) 2.5833 03/18/2024 77.5700 200.39  0.5% research, transactions
Exxon Mobil Corp (XOM) 2.1229 03/18/2024 112.3000 238.40  0.6% research, transactions
Fastenal Co (FAST) 4.1066 03/18/2024 75.7000 310.87  0.8% research, transactions
Ford Motor Company (F) 6.8622 03/18/2024 12.1800 83.58  0.2% research, transactions
General Electric Co (GE) 0.4716 03/18/2024 169.9100 80.12  0.2% research, transactions
Home Depot Inc (HD) 2.5813 03/18/2024 371.9100 960.03  2.3% research, transactions
Intel Corp (INTC) 3.7984 03/18/2024 42.7100 162.23  0.4% research, transactions
J.P. Morgan Chase & Company (JPM) 1.2297 03/18/2024 192.6600 236.92  0.6% transactions
Johnson & Johnson (JNJ) 2.6028 03/18/2024 156.7600 408.01  1.0% research, transactions
Lowe's Companies Inc (LOW) 1.4057 03/18/2024 243.4800 342.27  0.8% research, transactions
Mastercard Incorp Common Stock (MA) 0.7588 03/18/2024 478.8900 363.38  0.9% research, transactions
Mcdonalds Corp (MCD) 1.3897 03/18/2024 278.5800 387.14  0.9% research, transactions
Merck & Co (MRK) 1.7339 03/18/2024 121.4400 210.57  0.5% research, transactions
Meta Platforms Inc (META) 1.8163 03/18/2024 496.9800 902.67  2.2% transactions
Microsoft Corp (MSFT) 7.9842 03/18/2024 417.3200 3,331.98  8.1% research, transactions
Netflix Inc (NFLX) 0.7573 03/18/2024 618.3900 468.28  1.1% research, transactions
Nextera Energy (NEE) 2.0730 03/18/2024 60.1700 124.73  0.3% research, transactions
Nvidia Corp (NVDA) 4.8009 03/18/2024 884.5500 4,246.68  10.3% research, transactions
PayPal Holdings Inc (PYPL) 2.1499 03/18/2024 64.2300 138.09  0.3% research, transactions
Pepsico Inc (PEP) 2.0753 03/18/2024 171.2600 355.42  0.9% research, transactions
Pfizer Inc (PFE) 3.9063 03/18/2024 27.7200 108.28  0.3% research, transactions
Procter & Gamble Company (PG) 1.5739 03/18/2024 161.2100 253.74  0.6% research, transactions
RTX Corp (RTX) 1.4996 03/18/2024 93.4600 140.15  0.3% research, transactions
Salesforce Inc (CRM) 0.7569 03/18/2024 300.5100 227.46  0.6% research, transactions
Starbucks Corp (SBUX) 4.7584 03/18/2024 91.0100 433.06  1.1% research, transactions
Stryker Corp (SYK) 1.6379 03/18/2024 354.0800 579.94  1.4% research, transactions
Taiwan Semiconductor Manufacturing CoLtd (TSM) 1.4545 03/18/2024 136.6400 198.75  0.5% research, transactions
Target Corp (TGT) 0.8714 03/18/2024 167.5900 146.04  0.3% research, transactions
Tesla Inc (TSLA) 4.0945 03/18/2024 173.8000 711.63  1.7% research, transactions
UnitedHealth Group Inc (UNH) 1.2331 03/18/2024 487.0500 600.57  1.4% research, transactions
VISA Inc (V) 7.7135 03/18/2024 285.0500 2,198.72  5.3% research, transactions
Verizon Comm (VZ) 2.2980 03/18/2024 39.9300 91.76  0.2% research, transactions
Walmart Inc (WMT) 5.6815 03/18/2024 60.8600 345.78  0.8% research, transactions
Walt Disney Company (DIS) 3.8305 03/18/2024 113.8500 436.11  1.1% research, transactions
Waste Management (WM) 1.1033 03/18/2024 211.6700 233.53  0.6% research, transactions