Total Value
$1,732,481
Range: $1,385,985 - $2,078,978
Total Return
++12.50%
$173,248
YTD Return
++8.30%
Positions
5
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (5)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
GOOGL Alphabet Inc. | 4,684 - | $667,470 Cost: $NaN | +$66,747 ++11.11% | +38.53% | Total trades: Last: Jun 17, 2025 |
JNJ Johnson & Johnson | 2,770 - | $449,848 Cost: $NaN | +$44,985 ++11.11% | +25.97% | Total trades: Last: Jun 13, 2025 |
JPM JPMorgan Chase & Co. | 1,838 - | $292,058 Cost: $NaN | +$29,206 ++11.11% | +16.86% | Total trades: Last: Jun 30, 2025 |
MSFT Microsoft Corporation | 566 - | $215,193 Cost: $NaN | +$21,519 ++11.11% | +12.42% | Total trades: Last: Jun 25, 2025 |
META Meta Platforms Inc. | 280 - | $107,912 Cost: $NaN | +$10,791 ++11.11% | +6.23% | Total trades: Last: Jun 26, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 28, 2025 | JPM | SELL | $50,001 - $100,000 | Sep 11, 2025 | View |
| Aug 26, 2025 | MSFT | BUY | $1,001 - $15,000 | Sep 5, 2025 | View |
| Aug 20, 2025 | JPM | BUY | $250,001 - $500,000 | Sep 15, 2025 | View |
| Aug 18, 2025 | AMZN | BUY | $1,001 - $15,000 | Aug 31, 2025 | View |
| Aug 12, 2025 | GOOGL | SELL | $50,001 - $100,000 | Aug 14, 2025 | View |
| Aug 12, 2025 | GOOGL | BUY | $100,001 - $250,000 | Aug 27, 2025 | View |
| Aug 11, 2025 | GOOGL | BUY | $250,001 - $500,000 | Aug 13, 2025 | View |
| Aug 6, 2025 | GOOGL | SELL | $50,001 - $100,000 | Aug 6, 2025 | View |
| Aug 3, 2025 | AAPL | SELL | $250,001 - $500,000 | Aug 4, 2025 | View |
| Jul 29, 2025 | NVDA | SELL | $1,001 - $15,000 | Aug 12, 2025 | View |
| Jul 29, 2025 | AMZN | SELL | $50,001 - $100,000 | Jul 30, 2025 | View |
| Jul 21, 2025 | JPM | SELL | $15,001 - $50,000 | Jul 21, 2025 | View |
| Jul 19, 2025 | META | BUY | $1,001 - $15,000 | Aug 5, 2025 | View |
| Jul 19, 2025 | GOOGL | SELL | $15,001 - $50,000 | Jul 20, 2025 | View |
| Jul 8, 2025 | META | BUY | $100,001 - $250,000 | Jul 30, 2025 | View |
| Jul 2, 2025 | MSFT | BUY | $100,001 - $250,000 | Jul 20, 2025 | View |
| Jun 30, 2025 | JPM | SELL | $1,001 - $15,000 | Jul 5, 2025 | View |
| Jun 30, 2025 | JPM | BUY | $15,001 - $50,000 | Jul 22, 2025 | View |
| Jun 26, 2025 | META | SELL | $50,001 - $100,000 | Jul 23, 2025 | View |
| Jun 25, 2025 | MSFT | BUY | $15,001 - $50,000 | Jun 30, 2025 | View |