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Investment Summary for 03/22/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 2.9455 03/21/2025 210.0100 618.58  1.3% research, transactions
Adobe Systems Inc (ADBE) 0.5809 03/21/2025 387.2600 224.95  0.5% research, transactions
Advanced Micro Devices (AMD) 2.2824 03/21/2025 106.4400 242.93  0.5% research, transactions
Alphabet Inc (GOOG) 11.0872 03/21/2025 166.2500 1,843.25  3.9% research, transactions
Alphabet Inc A (GOOGL) 11.5241 03/21/2025 163.9900 1,889.84  4.0% research, transactions
Amazon.com Inc (AMZN) 25.0181 03/21/2025 196.2100 4,908.80  10.3% research, transactions
Apple Inc (AAPL) 42.1557 03/21/2025 218.2700 9,201.33  19.3% research, transactions
Berkshire Hathaway Inc Cl B (BRKB) 2.8437 03/21/2025 521.9100 1,484.18  3.1% research, transactions
Broadcom Inc. (AVGO) 1.6991 03/21/2025 191.6600 325.66  0.7% research, transactions
Caterpillar Inc (CAT) 1.0345 03/21/2025 335.7800 347.35  0.7% research, transactions
Chevron (CVX) 1.3154 03/21/2025 164.7500 216.72  0.5% research, transactions
Chipotle Mexican Grill Inc (CMG) 2.8932 03/21/2025 48.5300 140.41  0.3% research, transactions
Coca-Cola Company (KO) 2.1797 03/21/2025 68.6700 149.68  0.3% research, transactions
Costco Wholesale (COST) 2.9055 03/21/2025 909.2600 2,641.82  5.5% research, transactions
Crowdstrike Holdings Inc (CRWD) 1.0727 03/21/2025 362.2400 388.57  0.8% research, transactions
Eli Lilly & Company (LLY) 0.6456 03/21/2025 837.5700 540.70  1.1% research, transactions
Exxon Mobil Corp (XOM) 2.0842 03/21/2025 115.5000 240.73  0.5% research, transactions
Fastenal Co (FAST) 4.1669 03/21/2025 74.7300 311.39  0.7% research, transactions
Ford Motor Company (F) 4.8231 03/21/2025 10.0000 48.23  0.1% research, transactions
GE Aerospace (GE) 0.7024 03/21/2025 204.1300 143.38  0.3% research, transactions
GE Vernova Inc (GEV) 0.2081 03/21/2025 333.8700 69.48  0.1% transactions
Home Depot Inc (HD) 2.6620 03/21/2025 351.1500 934.75  2.0% research, transactions
J.P. Morgan Chase & Company (JPM) 1.4797 03/21/2025 241.6300 357.53  0.8% research, transactions
Johnson & Johnson (JNJ) 2.5465 03/21/2025 163.6300 416.68  0.9% research, transactions
Lowe's Companies Inc (LOW) 1.3426 03/21/2025 227.0700 304.87  0.6% research, transactions
Mastercard Incorp Common Stock (MA) 0.7849 03/21/2025 535.6900 420.45  0.9% research, transactions
Mcdonalds Corp (MCD) 1.1818 03/21/2025 305.4400 360.97  0.8% research, transactions
Merck & Co (MRK) 1.6832 03/21/2025 93.1100 156.72  0.3% research, transactions
Meta Platforms Inc (META) 1.8658 03/21/2025 596.2500 1,112.49  2.3% transactions
Microsoft Corp (MSFT) 8.7953 03/21/2025 391.2600 3,441.24  7.2% research, transactions
Netflix Inc (NFLX) 0.7275 03/21/2025 960.2900 698.64  1.5% research, transactions
Nextera Energy (NEE) 2.1899 03/21/2025 70.8800 155.22  0.3% research, transactions
Novo Nordisk A/S (NVO) 2.2790 03/21/2025 76.8600 175.16  0.4% research, transactions
Nvidia Corp (NVDA) 44.6827 03/21/2025 117.7000 5,259.15  11.0% research, transactions
Palantir Technologies Inc (PLTR) 2.9306 03/21/2025 90.9600 266.57  0.6% transactions
PayPal Holdings Inc (PYPL) 2.3524 03/21/2025 70.1900 165.11  0.3% research, transactions
Pepsico Inc (PEP) 2.4126 03/21/2025 145.4500 350.91  0.7% research, transactions
Pfizer Inc (PFE) 4.1297 03/21/2025 26.2800 108.53  0.2% research, transactions
Procter & Gamble Company (PG) 1.5350 03/21/2025 166.6900 255.87  0.5% research, transactions
RTX Corp (RTX) 1.6909 03/21/2025 132.3700 223.83  0.5% research, transactions
Salesforce Inc (CRM) 0.8025 03/21/2025 280.6200 225.20  0.5% research, transactions
Starbucks Corp (SBUX) 3.4530 03/21/2025 97.0700 335.18  0.7% research, transactions
Stryker Corp (SYK) 1.6808 03/21/2025 371.1100 623.75  1.3% research, transactions
Taiwan Semiconductor Manufacturing CoLtd (TSM) 2.0014 03/21/2025 176.7300 353.71  0.7% research, transactions
Tesla Inc (TSLA) 3.0052 03/21/2025 248.7100 747.43  1.6% research, transactions
UnitedHealth Group Inc (UNH) 1.0675 03/21/2025 516.8500 551.74  1.2% research, transactions
VISA Inc (V) 7.4656 03/21/2025 335.6600 2,505.90  5.2% research, transactions
Walmart Inc (WMT) 6.9304 03/21/2025 85.9800 595.87  1.2% research, transactions
Walt Disney Company (DIS) 3.3977 03/21/2025 99.4600 337.94  0.7% research, transactions
Waste Management (WM) 1.2993 03/21/2025 224.9100 292.22  0.6% research, transactions