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Investment Summary for 06/30/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 06/30/2025 185.6200 9,281.00  16.1% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 06/30/2025 79.7600 1,834.48  3.2% research, transactions
Block Inc (XYZ) 77.0000 06/30/2025 67.9300 5,230.61  9.1% transactions
Cvs Health Corp (CVS) 100.0000 06/30/2025 68.9800 6,898.00  12.0% research, transactions
D. R. Horton Inc. (DHI) 50.0000 06/30/2025 128.9200 6,446.00  11.2% research, transactions
Inmode Ltd (INMD) 5.0000 06/30/2025 14.4400 72.20  0.1% transactions
Meta Platforms Inc (META) 14.0000 06/30/2025 738.0900 10,333.26  18.0% transactions
Microsoft Corp (MSFT) 35.0000 06/30/2025 497.4100 17,409.35  30.3% research, transactions
 
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