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Investment Summary for 03/26/2025
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Name Shares
Held		 Valuation
Date		 Price per
Share		 Market
Value		 Percent of
Portfolio		 Actions
AbbVie Inc (ABBV) 50.0000 03/25/2025 201.3400 10,067.00  19.2% research, transactions
Akamai Technologies Inc (AKAM) 23.0000 03/25/2025 81.8500 1,882.55  3.6% research, transactions
Block Inc (XYZ) 77.0000 03/25/2025 61.3300 4,722.41  9.0% transactions
Cvs Health Corp (CVS) 100.0000 03/25/2025 66.4800 6,648.00  12.7% research, transactions
D. R. Horton Inc. (DHI) 50.0000 03/25/2025 129.5100 6,475.50  12.3% research, transactions
Inmode Ltd (INMD) 5.0000 03/25/2025 18.4200 92.10  0.2% transactions
Meta Platforms Inc (META) 14.0000 03/25/2025 626.3100 8,768.34  16.7% transactions
Microsoft Corp (MSFT) 35.0000 03/25/2025 395.1600 13,830.60  26.4% research, transactions
 
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