Total Value
$1,197,630
Range: $958,104 - $1,437,156
Total Return
++12.50%
$119,763
YTD Return
++8.30%
Positions
7
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (7)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
AMZN Amazon.com Inc. | 2,198 - | $342,448 Cost: $NaN | +$34,245 ++11.11% | +28.59% | Total trades: Last: Jun 22, 2025 |
NVDA NVIDIA Corporation | 632 - | $331,990 Cost: $NaN | +$33,199 ++11.11% | +27.72% | Total trades: Last: Jun 30, 2025 |
JNJ Johnson & Johnson | 1,897 - | $308,073 Cost: $NaN | +$30,807 ++11.11% | +25.72% | Total trades: Last: Jun 4, 2025 |
AAPL Apple Inc. | 725 - | $134,488 Cost: $NaN | +$13,449 ++11.11% | +11.23% | Total trades: Last: Jun 2, 2025 |
TSLA Tesla Inc. | 164 - | $40,278 Cost: $NaN | +$4,028 ++11.11% | +3.36% | Total trades: Last: Jul 8, 2025 |
META Meta Platforms Inc. | 84 - | $32,374 Cost: $NaN | +$3,237 ++11.11% | +2.70% | Total trades: Last: Aug 13, 2025 |
GOOGL Alphabet Inc. | 56 - | $7,980 Cost: $NaN | +$798 ++11.11% | +0.67% | Total trades: Last: Jun 10, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 14, 2025 | TSLA | BUY | $15,001 - $50,000 | Aug 29, 2025 | View |
| Aug 14, 2025 | NVDA | BUY | $250,001 - $500,000 | Aug 14, 2025 | View |
| Aug 14, 2025 | JPM | SELL | $1,001 - $15,000 | Aug 26, 2025 | View |
| Aug 13, 2025 | META | BUY | $15,001 - $50,000 | Aug 20, 2025 | View |
| Aug 10, 2025 | JPM | SELL | $100,001 - $250,000 | Aug 27, 2025 | View |
| Aug 8, 2025 | AMZN | BUY | $250,001 - $500,000 | Aug 9, 2025 | View |
| Jul 26, 2025 | MSFT | SELL | $100,001 - $250,000 | Aug 24, 2025 | View |
| Jul 24, 2025 | TSLA | SELL | $250,001 - $500,000 | Aug 21, 2025 | View |
| Jul 18, 2025 | TSLA | BUY | $250,001 - $500,000 | Jul 29, 2025 | View |
| Jul 15, 2025 | NVDA | BUY | $15,001 - $50,000 | Jul 19, 2025 | View |
| Jul 9, 2025 | AAPL | SELL | $15,001 - $50,000 | Jul 25, 2025 | View |
| Jul 9, 2025 | JNJ | SELL | $50,001 - $100,000 | Aug 5, 2025 | View |
| Jul 8, 2025 | TSLA | BUY | $1,001 - $15,000 | Jul 8, 2025 | View |
| Jul 8, 2025 | GOOGL | SELL | $15,001 - $50,000 | Jul 28, 2025 | View |
| Jun 30, 2025 | NVDA | SELL | $50,001 - $100,000 | Jul 26, 2025 | View |
| Jun 22, 2025 | AMZN | SELL | $15,001 - $50,000 | Jun 23, 2025 | View |
| Jun 22, 2025 | AAPL | BUY | $100,001 - $250,000 | Jul 12, 2025 | View |
| Jun 16, 2025 | GOOGL | BUY | $1,001 - $15,000 | Jul 3, 2025 | View |
| Jun 10, 2025 | GOOGL | BUY | $15,001 - $50,000 | Jun 20, 2025 | View |
| Jun 10, 2025 | JNJ | BUY | $1,001 - $15,000 | Jul 7, 2025 | View |