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Investment Summary for 04/15/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 04/14/2025 179.1000 8,955.00  18.3% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 04/14/2025 74.1500 1,705.45  3.5% research, transactions
Block Inc (XYZ) 77.0000 04/14/2025 54.6600 4,208.82  8.6% transactions
Cvs Health Corp (CVS) 100.0000 04/14/2025 69.2000 6,920.00  14.1% research, transactions
D. R. Horton Inc. (DHI) 50.0000 04/14/2025 121.0200 6,051.00  12.4% research, transactions
Inmode Ltd (INMD) 5.0000 04/14/2025 15.0800 75.40  0.1% transactions
Meta Platforms Inc (META) 14.0000 04/14/2025 531.4800 7,440.72  15.2% transactions
Microsoft Corp (MSFT) 35.0000 04/14/2025 387.8100 13,573.35  27.7% research, transactions
 
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