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Investment Summary for 04/16/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 04/15/2025 176.8000 8,840.00  18.2% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 04/15/2025 74.5100 1,713.73  3.5% research, transactions
Block Inc (XYZ) 77.0000 04/15/2025 55.0800 4,241.16  8.7% transactions
Cvs Health Corp (CVS) 100.0000 04/15/2025 68.9200 6,892.00  14.2% research, transactions
D. R. Horton Inc. (DHI) 50.0000 04/15/2025 119.8100 5,990.50  12.3% research, transactions
Inmode Ltd (INMD) 5.0000 04/15/2025 15.4050 77.03  0.2% transactions
Meta Platforms Inc (META) 14.0000 04/15/2025 521.5200 7,301.28  15.0% transactions
Microsoft Corp (MSFT) 35.0000 04/15/2025 385.7300 13,500.55  27.8% research, transactions
 
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