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Investment Summary for 09/05/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 09/04/2025 213.0000 10,650.00  17.0% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 09/04/2025 77.1900 1,775.37  2.8% research, transactions
Block Inc (XYZ) 77.0000 09/04/2025 75.7500 5,832.75  9.3% transactions
Cvs Health Corp (CVS) 100.0000 09/04/2025 73.6900 7,369.00  11.7% research, transactions
D. R. Horton Inc. (DHI) 50.0000 09/04/2025 176.6900 8,834.50  14.1% research, transactions
Inmode Ltd (INMD) 5.0000 09/04/2025 14.4100 72.05  0.1% transactions
Meta Platforms Inc (META) 14.0000 09/04/2025 748.6500 10,481.10  16.7% transactions
Microsoft Corp (MSFT) 35.0000 09/04/2025 507.9700 17,778.95  28.3% research, transactions
 
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