Total Value
$583,122
Range: $466,498 - $699,747
Total Return
++12.50%
$58,312
YTD Return
++8.30%
Positions
5
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (5)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
JNJ Johnson & Johnson | 2,154 - | $349,810 Cost: $NaN | +$34,981 ++11.11% | +59.99% | Total trades: Last: Jul 21, 2025 |
AAPL Apple Inc. | 539 - | $99,985 Cost: $NaN | +$9,998 ++11.11% | +17.15% | Total trades: Last: Jun 24, 2025 |
GOOGL Alphabet Inc. | 582 - | $82,935 Cost: $NaN | +$8,294 ++11.11% | +14.22% | Total trades: Last: Jul 18, 2025 |
V Visa Inc. | 160 - | $42,448 Cost: $NaN | +$4,245 ++11.11% | +7.28% | Total trades: Last: Jun 3, 2025 |
JPM JPMorgan Chase & Co. | 50 - | $7,945 Cost: $NaN | +$794 ++11.11% | +1.36% | Total trades: Last: Jun 26, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 26, 2025 | TSLA | SELL | $100,001 - $250,000 | Sep 6, 2025 | View |
| Aug 21, 2025 | JNJ | BUY | $100,001 - $250,000 | Sep 6, 2025 | View |
| Jul 24, 2025 | V | SELL | $15,001 - $50,000 | Jul 31, 2025 | View |
| Jul 22, 2025 | GOOGL | BUY | $50,001 - $100,000 | Jul 31, 2025 | View |
| Jul 21, 2025 | JNJ | BUY | $100,001 - $250,000 | Aug 11, 2025 | View |
| Jul 18, 2025 | GOOGL | BUY | $1,001 - $15,000 | Aug 8, 2025 | View |
| Jul 12, 2025 | AAPL | BUY | $100,001 - $250,000 | Aug 2, 2025 | View |
| Jun 26, 2025 | JPM | BUY | $1,001 - $15,000 | Jun 30, 2025 | View |
| Jun 24, 2025 | META | SELL | $250,001 - $500,000 | Jul 7, 2025 | View |
| Jun 24, 2025 | AAPL | SELL | $50,001 - $100,000 | Jun 30, 2025 | View |
| Jun 6, 2025 | MSFT | SELL | $15,001 - $50,000 | Jun 22, 2025 | View |
| Jun 4, 2025 | META | SELL | $1,001 - $15,000 | Jun 24, 2025 | View |
| Jun 3, 2025 | V | BUY | $50,001 - $100,000 | Jun 18, 2025 | View |
| Jun 1, 2025 | TSLA | SELL | $100,001 - $250,000 | Jun 30, 2025 | View |