Total Purchases (max)
$885K
Total Sales (max)
$0
Net Portfolio Value
$885K
19 active positions of 39 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | NVO | $160K | — | $160K | 6 | 18.1% | |
| 2 | UNP | $145K | — | $145K | 4 | 16.4% | |
| 3 | IVV | $130K | — | $130K | 3 | 14.7% | |
| 4 | AMZN | $130K | — | $130K | 3 | 14.7% | |
| 5 | LMT | $95K | — | $95K | 4 | 10.7% | |
| 6 | — | $30K | — | $30K | 2 | 3.4% | |
| 7 | ADP | $15K | — | $15K | 1 | 1.7% | |
| 8 | ITW | $15K | — | $15K | 1 | 1.7% | |
| 9 | ACN | $15K | — | $15K | 1 | 1.7% | |
| 10 | APD | $15K | — | $15K | 1 | 1.7% | |
| 11 | AMGN | $15K | — | $15K | 1 | 1.7% | |
| 12 | CB | $15K | — | $15K | 1 | 1.7% | |
| 13 | FBKWX | $15K | — | $15K | 1 | 1.7% | |
| 14 | SDVY | $15K | — | $15K | 1 | 1.7% | |
| 15 | GD | $15K | — | $15K | 1 | 1.7% | |
| 16 | QQQM | $15K | — | $15K | 1 | 1.7% | |
| 17 | LSYIX | $15K | — | $15K | 1 | 1.7% | |
| 18 | HSY | $15K | — | $15K | 1 | 1.7% | |
| 19 | UNH | $15K | — | $15K | 1 | 1.7% | |
| 20 | GOOG | $15K | $15K | $0 | 2 | — | |
| 21 | MRK | $15K | $15K | $0 | 2 | — | |
| 22 | PEP | $15K | $15K | $0 | 2 | — | |
| 23 | SBUX | $15K | $15K | $0 | 2 | — | |
| 24 | CSCO | — | $15K | -$15K | 1 | — | |
| 25 | KVUE | — | $15K | -$15K | 1 | — | |
| 26 | HD | $15K | $50K | -$35K | 2 | — | |
| 27 | JNJ | $15K | $50K | -$35K | 2 | — | |
| 28 | JPM | $15K | $50K | -$35K | 2 | — | |
| 29 | MCD | $15K | $50K | -$35K | 2 | — | |
| 30 | MSFT | $15K | $50K | -$35K | 2 | — | |
| 31 | PG | $15K | $50K | -$35K | 2 | — | |
| 32 | V | $15K | $50K | -$35K | 2 | — | |
| 33 | AAPL | $15K | $65K | -$50K | 3 | — | |
| 34 | BRK.B | $15K | $65K | -$50K | 3 | — | |
| 35 | WMT | $15K | $65K | -$50K | 3 | — | |
| 36 | CMCSA | $15K | $80K | -$65K | 4 | — | |
| 37 | COST | $15K | $130K | -$115K | 4 | — | |
| 38 | UPS | $15K | $145K | -$130K | 5 | — | |
| 39 | BWIN | — | $6.0M | -$6.0M | 3 | — |