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Investment Summary for 08/30/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 50.0000 08/29/2025 210.4000 10,520.00  16.9% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 08/29/2025 79.1300 1,819.99  2.9% research, transactions
Block Inc (XYZ) 77.0000 08/29/2025 79.6400 6,132.28  9.8% transactions
Cvs Health Corp (CVS) 100.0000 08/29/2025 73.1500 7,315.00  11.7% research, transactions
D. R. Horton Inc. (DHI) 50.0000 08/29/2025 169.4800 8,474.00  13.6% research, transactions
Inmode Ltd (INMD) 5.0000 08/29/2025 14.9400 74.70  0.1% transactions
Meta Platforms Inc (META) 14.0000 08/29/2025 738.7000 10,341.80  16.6% transactions
Microsoft Corp (MSFT) 35.0000 08/29/2025 506.6900 17,734.15  28.4% research, transactions