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Investment Summary for 08/09/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 08/08/2025 198.0500 9,902.50  16.3% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 08/08/2025 70.5300 1,622.19  2.7% research, transactions
Block Inc (XYZ) 77.0000 08/08/2025 73.3900 5,651.03  9.3% transactions
Cvs Health Corp (CVS) 100.0000 08/08/2025 65.5400 6,554.00  10.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 08/08/2025 156.5000 7,825.00  12.9% research, transactions
Inmode Ltd (INMD) 5.0000 08/08/2025 14.1100 70.55  0.1% transactions
Meta Platforms Inc (META) 14.0000 08/08/2025 769.3000 10,770.20  17.8% transactions
Microsoft Corp (MSFT) 35.0000 08/08/2025 522.0400 18,271.40  30.1% research, transactions
 
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