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Investment Summary for 06/09/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 06/06/2025 189.8300 9,491.50  17.3% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 06/06/2025 77.0300 1,771.69  3.2% research, transactions
Block Inc (XYZ) 77.0000 06/06/2025 64.9900 5,004.23  9.1% transactions
Cvs Health Corp (CVS) 100.0000 06/06/2025 63.5800 6,358.00  11.6% research, transactions
D. R. Horton Inc. (DHI) 50.0000 06/06/2025 120.7400 6,037.00  11.0% research, transactions
Inmode Ltd (INMD) 5.0000 06/06/2025 14.1600 70.80  0.1% transactions
Meta Platforms Inc (META) 14.0000 06/06/2025 697.7100 9,767.94  17.8% transactions
Microsoft Corp (MSFT) 35.0000 06/06/2025 470.3800 16,463.30  29.9% research, transactions
 
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