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Investment Summary for 05/17/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 05/16/2025 184.0200 9,201.00  17.4% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 05/16/2025 78.0300 1,794.69  3.4% research, transactions
Block Inc (XYZ) 77.0000 05/16/2025 57.6600 4,439.82  8.4% transactions
Cvs Health Corp (CVS) 100.0000 05/16/2025 62.5300 6,253.00  11.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 05/16/2025 125.7500 6,287.50  11.9% research, transactions
Inmode Ltd (INMD) 5.0000 05/16/2025 14.6700 73.35  0.1% transactions
Meta Platforms Inc (META) 14.0000 05/16/2025 640.3400 8,964.76  16.9% transactions
Microsoft Corp (MSFT) 35.0000 05/16/2025 454.2700 15,899.45  30.1% research, transactions
 
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