Total Value
$2,375,416
Range: $1,900,333 - $2,850,499
Total Return
++12.50%
$237,542
YTD Return
++8.30%
Positions
9
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (9)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
NVDA NVIDIA Corporation | 1,016 - | $533,705 Cost: $NaN | +$53,370 ++11.11% | +22.47% | Total trades: Last: Jun 1, 2025 |
JNJ Johnson & Johnson | 2,770 - | $449,848 Cost: $NaN | +$44,985 ++11.11% | +18.94% | Total trades: Last: Jun 25, 2025 |
V Visa Inc. | 1,633 - | $433,235 Cost: $NaN | +$43,323 ++11.11% | +18.24% | Total trades: Last: Jun 24, 2025 |
JPM JPMorgan Chase & Co. | 2,259 - | $358,955 Cost: $NaN | +$35,896 ++11.11% | +15.11% | Total trades: Last: Jun 6, 2025 |
GOOGL Alphabet Inc. | 1,810 - | $257,925 Cost: $NaN | +$25,793 ++11.11% | +10.86% | Total trades: Last: Jul 15, 2025 |
AAPL Apple Inc. | 943 - | $174,927 Cost: $NaN | +$17,493 ++11.11% | +7.36% | Total trades: Last: Jun 17, 2025 |
MSFT Microsoft Corporation | 242 - | $92,008 Cost: $NaN | +$9,201 ++11.11% | +3.87% | Total trades: Last: Jun 6, 2025 |
META Meta Platforms Inc. | 110 - | $42,394 Cost: $NaN | +$4,239 ++11.11% | +1.78% | Total trades: Last: Jun 8, 2025 |
TSLA Tesla Inc. | 132 - | $32,419 Cost: $NaN | +$3,242 ++11.11% | +1.36% | Total trades: Last: Jun 13, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 21, 2025 | AAPL | BUY | $100,001 - $250,000 | Aug 30, 2025 | View |
| Aug 20, 2025 | JPM | SELL | $1,001 - $15,000 | Aug 30, 2025 | View |
| Aug 16, 2025 | GOOGL | BUY | $100,001 - $250,000 | Aug 29, 2025 | View |
| Aug 8, 2025 | JNJ | BUY | $50,001 - $100,000 | Aug 9, 2025 | View |
| Aug 8, 2025 | JPM | BUY | $50,001 - $100,000 | Sep 3, 2025 | View |
| Aug 4, 2025 | TSLA | BUY | $15,001 - $50,000 | Aug 24, 2025 | View |
| Aug 1, 2025 | AAPL | BUY | $1,001 - $15,000 | Aug 1, 2025 | View |
| Jul 31, 2025 | V | BUY | $1,001 - $15,000 | Aug 14, 2025 | View |
| Jul 24, 2025 | GOOGL | BUY | $50,001 - $100,000 | Aug 5, 2025 | View |
| Jul 23, 2025 | JPM | SELL | $50,001 - $100,000 | Jul 31, 2025 | View |
| Jul 15, 2025 | JPM | SELL | $1,001 - $15,000 | Aug 10, 2025 | View |
| Jul 15, 2025 | GOOGL | BUY | $1,001 - $15,000 | Aug 5, 2025 | View |
| Jul 14, 2025 | META | BUY | $50,001 - $100,000 | Aug 4, 2025 | View |
| Jul 14, 2025 | V | BUY | $50,001 - $100,000 | Jul 20, 2025 | View |
| Jul 11, 2025 | V | SELL | $15,001 - $50,000 | Jul 19, 2025 | View |
| Jul 10, 2025 | NVDA | SELL | $1,001 - $15,000 | Aug 7, 2025 | View |
| Jul 7, 2025 | NVDA | SELL | $1,001 - $15,000 | Jul 19, 2025 | View |
| Jul 1, 2025 | MSFT | SELL | $1,001 - $15,000 | Jul 13, 2025 | View |
| Jun 29, 2025 | TSLA | BUY | $100,001 - $250,000 | Jul 27, 2025 | View |
| Jun 27, 2025 | V | BUY | $250,001 - $500,000 | Jul 18, 2025 | View |