Total Value
$1,501,168
Range: $1,200,934 - $1,801,401
Total Return
++12.50%
$150,117
YTD Return
++8.30%
Positions
6
Last updated: Aug 30, 2025
Portfolio Allocation
Current Positions (6)
| Stock | Shares | Value | Gain/Loss | % of Portfolio | Activity |
|---|---|---|---|---|---|
V Visa Inc. | 1,573 - | $417,317 Cost: $NaN | +$41,732 ++11.11% | +27.80% | Total trades: Last: Jun 8, 2025 |
MSFT Microsoft Corporation | 986 - | $374,877 Cost: $NaN | +$37,488 ++11.11% | +24.97% | Total trades: Last: Jun 26, 2025 |
GOOGL Alphabet Inc. | 2,575 - | $366,938 Cost: $NaN | +$36,694 ++11.11% | +24.44% | Total trades: Last: Jul 5, 2025 |
NVDA NVIDIA Corporation | 303 - | $159,166 Cost: $NaN | +$15,917 ++11.11% | +10.60% | Total trades: Last: Jun 10, 2025 |
AAPL Apple Inc. | 539 - | $99,985 Cost: $NaN | +$9,998 ++11.11% | +6.66% | Total trades: Last: Aug 3, 2025 |
AMZN Amazon.com Inc. | 532 - | $82,886 Cost: $NaN | +$8,289 ++11.11% | +5.52% | Total trades: Last: Jun 20, 2025 |
Recent Trades
| Date | Stock | Type | Amount | Disclosed | Filing |
|---|---|---|---|---|---|
| Aug 23, 2025 | AAPL | BUY | $100,001 - $250,000 | Sep 5, 2025 | View |
| Aug 21, 2025 | JPM | BUY | $1,001 - $15,000 | Aug 22, 2025 | View |
| Aug 17, 2025 | JPM | BUY | $15,001 - $50,000 | Aug 25, 2025 | View |
| Aug 14, 2025 | NVDA | BUY | $100,001 - $250,000 | Aug 20, 2025 | View |
| Aug 6, 2025 | V | BUY | $50,001 - $100,000 | Aug 25, 2025 | View |
| Aug 6, 2025 | V | BUY | $250,001 - $500,000 | Aug 18, 2025 | View |
| Aug 3, 2025 | AAPL | SELL | $50,001 - $100,000 | Aug 8, 2025 | View |
| Jul 24, 2025 | JNJ | SELL | $250,001 - $500,000 | Aug 5, 2025 | View |
| Jul 23, 2025 | AMZN | BUY | $1,001 - $15,000 | Aug 5, 2025 | View |
| Jul 15, 2025 | GOOGL | BUY | $250,001 - $500,000 | Jul 31, 2025 | View |
| Jul 5, 2025 | GOOGL | SELL | $1,001 - $15,000 | Jul 17, 2025 | View |
| Jul 4, 2025 | NVDA | SELL | $1,001 - $15,000 | Jul 17, 2025 | View |
| Jun 29, 2025 | JPM | SELL | $250,001 - $500,000 | Jul 14, 2025 | View |
| Jun 26, 2025 | JPM | BUY | $100,001 - $250,000 | Jul 1, 2025 | View |
| Jun 26, 2025 | MSFT | BUY | $250,001 - $500,000 | Jul 21, 2025 | View |
| Jun 22, 2025 | JPM | SELL | $100,001 - $250,000 | Jul 10, 2025 | View |
| Jun 20, 2025 | AMZN | BUY | $50,001 - $100,000 | Jun 28, 2025 | View |
| Jun 10, 2025 | NVDA | SELL | $1,001 - $15,000 | Jun 11, 2025 | View |
| Jun 8, 2025 | V | SELL | $15,001 - $50,000 | Jun 24, 2025 | View |