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Investment Summary for 02/11/2025
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 50.0000 02/10/2025 190.3400 9,517.00  17.3% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 02/10/2025 102.1000 2,348.30  4.3% research, transactions
Block Inc (XYZ) 77.0000 02/10/2025 84.8500 6,533.45  11.9% transactions
Cvs Health Corp (CVS) 100.0000 02/10/2025 54.2900 5,429.00  9.9% research, transactions
D. R. Horton Inc. (DHI) 50.0000 02/10/2025 130.2100 6,510.50  11.9% research, transactions
Inmode Ltd (INMD) 5.0000 02/10/2025 18.5400 92.70  0.2% transactions
Meta Platforms Inc (META) 14.0000 02/10/2025 717.4000 10,043.60  18.3% transactions
Microsoft Corp (MSFT) 35.0000 02/10/2025 412.2200 14,427.70  26.3% research, transactions