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Investment Summary for 07/20/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 07/18/2025 189.2600 9,463.00  16.5% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 07/18/2025 78.6900 1,809.87  3.1% research, transactions
Block Inc (XYZ) 77.0000 07/18/2025 72.8200 5,607.14  9.8% transactions
Cvs Health Corp (CVS) 100.0000 07/18/2025 61.9600 6,196.00  10.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 07/18/2025 131.8000 6,590.00  11.5% research, transactions
Inmode Ltd (INMD) 5.0000 07/18/2025 13.8950 69.48  0.1% transactions
Meta Platforms Inc (META) 14.0000 07/18/2025 704.2800 9,859.92  17.2% transactions
Microsoft Corp (MSFT) 35.0000 07/18/2025 510.0500 17,851.75  31.1% research, transactions
 
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