Total Purchases (max)
$1.6M
Total Sales (max)
$180K
Net Portfolio Value
$1.4M
29 active positions of 55 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | V | $150K | — | $150K | 10 | 10.8% | |
| 2 | MA | $135K | — | $135K | 9 | 9.7% | |
| 3 | AMZN | $90K | — | $90K | 6 | 6.5% | |
| 4 | — | $90K | — | $90K | 6 | 6.5% | |
| 5 | SBUX | $90K | — | $90K | 6 | 6.5% | |
| 6 | DHR | $75K | — | $75K | 5 | 5.4% | |
| 7 | PGR | $75K | — | $75K | 5 | 5.4% | |
| 8 | CHD | $60K | — | $60K | 4 | 4.3% | |
| 9 | GPN | $60K | — | $60K | 4 | 4.3% | |
| 10 | AZO | $60K | — | $60K | 4 | 4.3% | |
| 11 | SYK | $60K | — | $60K | 4 | 4.3% | |
| 12 | — | $45K | — | $45K | 3 | 3.2% | |
| 13 | POST | $45K | — | $45K | 3 | 3.2% | |
| 14 | — | $45K | — | $45K | 3 | 3.2% | |
| 15 | — | $45K | — | $45K | 3 | 3.2% | |
| 16 | CVET | $45K | — | $45K | 3 | 3.2% | |
| 17 | JNJ | $90K | $60K | $30K | 10 | 2.2% | |
| 18 | KEYS | $30K | — | $30K | 2 | 2.2% | |
| 19 | BF.B | $15K | — | $15K | 1 | 1.1% | |
| 20 | — | $45K | $30K | $15K | 5 | 1.1% | |
| 21 | WFC | $60K | $45K | $15K | 7 | 1.1% | |
| 22 | ACGL | $15K | — | $15K | 1 | 1.1% | |
| 23 | AMT | $15K | — | $15K | 1 | 1.1% | |
| 24 | ORLY | $15K | — | $15K | 1 | 1.1% | |
| 25 | SSNC | $60K | $45K | $15K | 7 | 1.1% | |
| 26 | CL | $15K | — | $15K | 1 | 1.1% | |
| 27 | UNH | $15K | — | $15K | 1 | 1.1% | |
| 28 | — | $15K | — | $15K | 1 | 1.1% | |
| 29 | — | $15K | — | $15K | 1 | 1.1% | |
| 30 | PYPL | $45K | $45K | $0 | 6 | — | |
| 31 | JPM | $45K | $45K | $0 | 6 | — | |
| 32 | — | $45K | $45K | $0 | 6 | — | |
| 33 | — | $15K | $15K | $0 | 2 | — | |
| 34 | GOOG | $45K | $45K | $0 | 6 | — | |
| 35 | JEF | $30K | $45K | -$15K | 5 | — | |
| 36 | LBRDA | $45K | $60K | -$15K | 7 | — | |
| 37 | BRBR | — | $15K | -$15K | 1 | — | |
| 38 | MKL | $75K | $90K | -$15K | 11 | — | |
| 39 | — | — | $15K | -$15K | 1 | — | |
| 40 | — | $30K | $45K | -$15K | 5 | — | |
| 41 | KHC | — | $15K | -$15K | 1 | — | |
| 42 | — | — | $15K | -$15K | 1 | — | |
| 43 | — | — | $15K | -$15K | 1 | — | |
| 44 | LMT | $15K | $45K | -$30K | 4 | — | |
| 45 | — | $15K | $45K | -$30K | 4 | — | |
| 46 | FRFHF | — | $30K | -$30K | 2 | — | |
| 47 | DOW | — | $30K | -$30K | 4 | — | |
| 48 | — | — | $45K | -$45K | 3 | — | |
| 49 | KMX | — | $45K | -$45K | 3 | — | |
| 50 | ITW | — | $45K | -$45K | 3 | — | |
| 51 | CERN | — | $45K | -$45K | 3 | — | |
| 52 | MMM | — | $45K | -$45K | 3 | — | |
| 53 | — | — | $45K | -$45K | 6 | — | |
| 54 | ESGR | — | $45K | -$45K | 3 | — | |
| 55 | DLTR | — | $60K | -$60K | 4 | — |