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Investment Summary for 08/15/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 08/14/2025 204.6800 10,234.00  16.5% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 08/14/2025 74.2700 1,708.21  2.8% research, transactions
Block Inc (XYZ) 77.0000 08/14/2025 76.0400 5,855.08  9.4% transactions
Cvs Health Corp (CVS) 100.0000 08/14/2025 66.7300 6,673.00  10.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 08/14/2025 163.9000 8,195.00  13.2% research, transactions
Inmode Ltd (INMD) 5.0000 08/14/2025 14.2800 71.40  0.1% transactions
Meta Platforms Inc (META) 14.0000 08/14/2025 782.1300 10,949.82  17.7% transactions
Microsoft Corp (MSFT) 35.0000 08/14/2025 522.4800 18,286.80  29.5% research, transactions
 
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