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Investment Summary for 09/20/2024
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 2.7908 09/19/2024 193.6200 540.35  1.1% research, transactions
Adobe Systems Inc (ADBE) 0.7508 09/19/2024 526.4400 395.26  0.8% research, transactions
Advanced Micro Devices (AMD) 2.4729 09/19/2024 156.7400 387.60  0.8% research, transactions
Alphabet Inc (GOOG) 11.2531 09/19/2024 163.2400 1,836.95  3.9% research, transactions
Alphabet Inc A (GOOGL) 11.4463 09/19/2024 162.1400 1,855.90  3.9% research, transactions
Amazon.com Inc (AMZN) 24.7077 09/19/2024 189.8700 4,691.26  9.8% research, transactions
Apple Inc (AAPL) 43.1421 09/19/2024 228.8700 9,873.92  20.7% research, transactions
Berkshire Hathaway Inc Cl B (BRKB) 2.7228 09/19/2024 459.7100 1,251.69  2.6% research, transactions
Boeing Company (BA) 0.6554 09/19/2024 154.5900 101.31  0.2% research, transactions
Caterpillar Inc (CAT) 0.9157 09/19/2024 373.3100 341.83  0.7% research, transactions
Chevron (CVX) 1.2562 09/19/2024 144.9900 182.13  0.4% research, transactions
Chipotle Mexican Grill Inc (CMG) 2.9191 09/19/2024 57.9700 169.22  0.3% research, transactions
Coca-Cola Company (KO) 1.9725 09/19/2024 70.6200 139.30  0.3% research, transactions
Costco Wholesale (COST) 2.8177 09/19/2024 900.7400 2,538.05  5.3% research, transactions
Crowdstrike Holdings Inc (CRWD) 0.9588 09/19/2024 277.3800 265.96  0.6% research, transactions
Cvs Health Corp (CVS) 2.1055 09/19/2024 58.4000 122.96  0.3% research, transactions
Eli Lilly & Company (LLY) 0.5256 09/19/2024 915.0400 480.93  1.0% research, transactions
Exxon Mobil Corp (XOM) 2.3129 09/19/2024 116.0000 268.29  0.6% research, transactions
Fastenal Co (FAST) 4.0386 09/19/2024 71.3800 288.28  0.6% research, transactions
Ford Motor Company (F) 6.3641 09/19/2024 10.9200 69.50  0.1% research, transactions
GE Aerospace (GE) 0.5894 09/19/2024 186.1600 109.72  0.2% research, transactions
Home Depot Inc (HD) 2.6277 09/19/2024 390.3400 1,025.70  2.1% research, transactions
Intel Corp (INTC) 3.0417 09/19/2024 21.1400 64.30  0.1% research, transactions
J.P. Morgan Chase & Company (JPM) 1.3930 09/19/2024 210.4800 293.20  0.6% transactions
Johnson & Johnson (JNJ) 2.4455 09/19/2024 164.8200 403.07  0.8% research, transactions
Lowe's Companies Inc (LOW) 1.3222 09/19/2024 261.0000 345.09  0.7% research, transactions
Mastercard Incorp Common Stock (MA) 0.8249 09/19/2024 493.0100 406.70  0.8% research, transactions
Mcdonalds Corp (MCD) 1.3024 09/19/2024 293.8500 382.71  0.8% research, transactions
Merck & Co (MRK) 1.9065 09/19/2024 117.2300 223.50  0.5% research, transactions
Meta Platforms Inc (META) 1.8431 09/19/2024 559.1000 1,030.50  2.2% transactions
Microsoft Corp (MSFT) 8.5968 09/19/2024 438.6900 3,771.32  7.9% research, transactions
Netflix Inc (NFLX) 0.6882 09/19/2024 704.3200 484.72  1.0% research, transactions
Nextera Energy (NEE) 2.1733 09/19/2024 82.2900 178.84  0.4% research, transactions
Novo Nordisk A/S (NVO) 2.2035 09/19/2024 134.8800 297.20  0.6% research, transactions
Nvidia Corp (NVDA) 43.9690 09/19/2024 117.8700 5,182.63  10.9% research, transactions
PayPal Holdings Inc (PYPL) 2.4336 09/19/2024 77.5700 188.78  0.4% research, transactions
Pepsico Inc (PEP) 2.0953 09/19/2024 174.6600 365.96  0.8% research, transactions
Pfizer Inc (PFE) 4.3191 09/19/2024 29.6600 128.10  0.3% research, transactions
Procter & Gamble Company (PG) 1.5358 09/19/2024 171.5400 263.45  0.6% research, transactions
RTX Corp (RTX) 1.5765 09/19/2024 118.8200 187.31  0.4% research, transactions
Salesforce Inc (CRM) 0.8069 09/19/2024 265.9900 214.63  0.5% research, transactions
Starbucks Corp (SBUX) 3.9151 09/19/2024 96.9000 379.38  0.8% research, transactions
Stryker Corp (SYK) 1.5981 09/19/2024 365.0500 583.40  1.2% research, transactions
Taiwan Semiconductor Manufacturing CoLtd (TSM) 1.7080 09/19/2024 176.2200 300.98  0.6% research, transactions
Tesla Inc (TSLA) 4.4326 09/19/2024 243.9200 1,081.19  2.3% research, transactions
UnitedHealth Group Inc (UNH) 1.1958 09/19/2024 577.0700 690.06  1.4% research, transactions
VISA Inc (V) 7.8016 09/19/2024 285.2400 2,225.32  4.7% research, transactions
Walmart Inc (WMT) 6.1672 09/19/2024 78.0400 481.29  1.0% research, transactions
Walt Disney Company (DIS) 3.9744 09/19/2024 93.4500 371.41  0.8% research, transactions
Waste Management (WM) 1.1355 09/19/2024 204.6400 232.37  0.5% research, transactions