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Investment Summary for 09/18/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 09/17/2025 220.8100 11,040.50  17.4% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 09/17/2025 75.8400 1,744.32  2.8% research, transactions
Block Inc (XYZ) 77.0000 09/17/2025 75.7100 5,829.67  9.2% transactions
Cvs Health Corp (CVS) 100.0000 09/17/2025 74.0000 7,400.00  11.7% research, transactions
D. R. Horton Inc. (DHI) 50.0000 09/17/2025 169.9800 8,499.00  13.4% research, transactions
Inmode Ltd (INMD) 5.0000 09/17/2025 14.9300 74.65  0.1% transactions
Meta Platforms Inc (META) 14.0000 09/17/2025 775.7200 10,860.08  17.2% transactions
Microsoft Corp (MSFT) 35.0000 09/17/2025 510.0200 17,850.70  28.2% research, transactions
 
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