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Investment Summary for 06/30/2024
Name Shares
Held
Valuation
Date
Price per
Share
Market
Value
Percent of
Portfolio
Actions
AbbVie Inc (ABBV) 36.0000 06/28/2024 171.5200 6,174.72  15.3% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 06/28/2024 90.0800 2,071.84  5.2% research, transactions
Alphabet Inc A (GOOGL) 3.0000 06/28/2024 182.1500 546.45  1.4% research, transactions
Amazon.com Inc (AMZN) 3.0000 06/28/2024 193.2500 579.75  1.4% research, transactions
Cvs Health Corp (CVS) 100.0000 06/28/2024 59.0600 5,906.00  14.7% research, transactions
D. R. Horton Inc. (DHI) 40.0000 06/28/2024 140.9300 5,637.20  14.0% research, transactions
Inmode Ltd (INMD) 15.0000 06/28/2024 18.2400 273.60  0.7% transactions
Meta Platforms Inc (META) 13.0000 06/28/2024 504.2200 6,554.86  16.3% transactions
Microsoft Corp (MSFT) 28.0000 06/28/2024 446.9500 12,514.60  31.1% research, transactions