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Investment Summary for 09/21/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 09/19/2025 222.4700 11,123.50  17.4% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 09/19/2025 76.2800 1,754.44  2.8% research, transactions
Block Inc (XYZ) 77.0000 09/19/2025 77.0300 5,931.31  9.3% transactions
Cvs Health Corp (CVS) 100.0000 09/19/2025 74.9200 7,492.00  11.7% research, transactions
D. R. Horton Inc. (DHI) 50.0000 09/19/2025 168.3000 8,415.00  13.2% research, transactions
Inmode Ltd (INMD) 5.0000 09/19/2025 14.7000 73.50  0.1% transactions
Meta Platforms Inc (META) 14.0000 09/19/2025 778.3800 10,897.32  17.1% transactions
Microsoft Corp (MSFT) 35.0000 09/19/2025 517.9300 18,127.55  28.4% research, transactions
 
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