Total Purchases (max)
$1.8M
Total Sales (max)
$670K
Net Portfolio Value
$1.1M
15 active positions of 27 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | SPY | $350K | — | $350K | 3 | 32.4% | |
| 2 | VUG | $280K | — | $280K | 3 | 25.9% | |
| 3 | AAPL | $150K | $80K | $70K | 13 | 6.5% | |
| 4 | BABA | $120K | $60K | $60K | 12 | 5.6% | |
| 5 | FB | $75K | $15K | $60K | 6 | 5.6% | |
| 6 | BAC | $90K | $45K | $45K | 9 | 4.2% | |
| 7 | JNJ | $75K | $30K | $45K | 7 | 4.2% | |
| 8 | HQY | $60K | $30K | $30K | 6 | 2.8% | |
| 9 | RTX | $60K | $30K | $30K | 6 | 2.8% | |
| 10 | WYNN | $250K | $220K | $30K | 20 | 2.8% | |
| 11 | BRK.B | $105K | $80K | $25K | 10 | 2.3% | |
| 12 | — | $15K | — | $15K | 1 | 1.4% | |
| 13 | — | $15K | — | $15K | 1 | 1.4% | |
| 14 | — | $15K | — | $15K | 1 | 1.4% | |
| 15 | MSFT | $90K | $80K | $10K | 9 | 0.9% | |
| 16 | BA | $15K | $15K | $0 | 2 | — | |
| 17 | TSLA | $15K | $15K | $0 | 2 | — | |
| 18 | NVDA | $45K | $45K | $0 | 6 | — | |
| 19 | MA | $15K | $15K | $0 | 2 | — | |
| 20 | — | $15K | $15K | $0 | 2 | — | |
| 21 | AMZN | $90K | $95K | -$5K | 10 | — | |
| 22 | AXP | $75K | $80K | -$5K | 8 | — | |
| 23 | DIS | $15K | $30K | -$15K | 3 | — | |
| 24 | ICSH | — | $15K | -$15K | 1 | — | |
| 25 | VOO | — | $15K | -$15K | 1 | — | |
| 26 | GOOG | $45K | $65K | -$20K | 5 | — | |
| 27 | META | — | $80K | -$80K | 3 | — |