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Investment Summary for 04/29/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 04/28/2025 192.3400 9,617.00  19.2% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 04/28/2025 80.1800 1,844.14  3.7% research, transactions
Block Inc (XYZ) 77.0000 04/28/2025 58.3200 4,490.64  8.9% transactions
Cvs Health Corp (CVS) 100.0000 04/28/2025 64.9300 6,493.00  12.9% research, transactions
D. R. Horton Inc. (DHI) 50.0000 04/28/2025 125.1700 6,258.50  12.5% research, transactions
Inmode Ltd (INMD) 5.0000 04/28/2025 14.2600 71.30  0.1% transactions
Meta Platforms Inc (META) 14.0000 04/28/2025 549.7400 7,696.36  15.3% transactions
Microsoft Corp (MSFT) 35.0000 04/28/2025 391.1600 13,690.60  27.3% research, transactions
 
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