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Investment Summary for 05/20/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 05/19/2025 185.7100 9,285.50  17.5% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 05/19/2025 77.8700 1,791.01  3.4% research, transactions
Block Inc (XYZ) 77.0000 05/19/2025 58.3300 4,491.41  8.4% transactions
Cvs Health Corp (CVS) 100.0000 05/19/2025 62.7800 6,278.00  11.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 05/19/2025 124.9300 6,246.50  11.7% research, transactions
Inmode Ltd (INMD) 5.0000 05/19/2025 14.5300 72.65  0.1% transactions
Meta Platforms Inc (META) 14.0000 05/19/2025 640.4300 8,966.02  16.9% transactions
Microsoft Corp (MSFT) 35.0000 05/19/2025 458.8700 16,060.45  30.2% research, transactions
 
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