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Investment Summary for 03/25/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 03/24/2025 209.1700 10,458.50  19.7% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 03/24/2025 82.7700 1,903.71  3.6% research, transactions
Block Inc (XYZ) 77.0000 03/24/2025 62.5800 4,818.66  9.1% transactions
Cvs Health Corp (CVS) 100.0000 03/24/2025 67.5700 6,757.00  12.8% research, transactions
D. R. Horton Inc. (DHI) 50.0000 03/24/2025 130.3500 6,517.50  12.3% research, transactions
Inmode Ltd (INMD) 5.0000 03/24/2025 19.0000 95.00  0.2% transactions
Meta Platforms Inc (META) 14.0000 03/24/2025 618.8500 8,663.90  16.4% transactions
Microsoft Corp (MSFT) 35.0000 03/24/2025 393.0800 13,757.80  26.0% research, transactions
 
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