Total Purchases (max)
$460K
Total Sales (max)
$120K
Net Portfolio Value
$340K
11 active positions of 61 total · Using max values from amount ranges
| # | Ticker | Asset | Purchases | Sales | Net Value | Txns | % of Portfolio |
|---|---|---|---|---|---|---|---|
| 1 | WCMIX | $100K | — | $100K | 1 | 29.4% | |
| 2 | DIS | $45K | — | $45K | 3 | 13.2% | |
| 3 | NVDA | $45K | — | $45K | 3 | 13.2% | |
| 4 | AMZN | $60K | $30K | $30K | 6 | 8.8% | |
| 5 | MALOX | $30K | — | $30K | 2 | 8.8% | |
| 6 | ZTS | $45K | $30K | $15K | 5 | 4.4% | |
| 7 | META | $45K | $30K | $15K | 5 | 4.4% | |
| 8 | ADBE | $45K | $30K | $15K | 5 | 4.4% | |
| 9 | GTCSX | $15K | — | $15K | 1 | 4.4% | |
| 10 | TSCIX | $15K | — | $15K | 1 | 4.4% | |
| 11 | GFAFX | $15K | — | $15K | 1 | 4.4% | |
| 12 | TMO | $30K | $30K | $0 | 4 | — | |
| 13 | LRCX | $30K | $30K | $0 | 4 | — | |
| 14 | CHD | $30K | $30K | $0 | 4 | — | |
| 15 | ALGN | $15K | $30K | -$15K | 3 | — | |
| 16 | WFC | — | $15K | -$15K | 1 | — | |
| 17 | FIVE | — | $15K | -$15K | 1 | — | |
| 18 | VPMAX | — | $15K | -$15K | 1 | — | |
| 19 | AFTEX | — | $15K | -$15K | 1 | — | |
| 20 | IWD | — | $15K | -$15K | 1 | — | |
| 21 | TSCO | — | $30K | -$30K | 2 | — | |
| 22 | LUV | — | $30K | -$30K | 2 | — | |
| 23 | PPG | — | $30K | -$30K | 2 | — | |
| 24 | PNC | — | $30K | -$30K | 2 | — | |
| 25 | NTRS | — | $30K | -$30K | 2 | — | |
| 26 | MA | — | $30K | -$30K | 2 | — | |
| 27 | LH | — | $30K | -$30K | 2 | — | |
| 28 | JNJ | — | $30K | -$30K | 2 | — | |
| 29 | HON | — | $30K | -$30K | 2 | — | |
| 30 | COST | — | $30K | -$30K | 2 | — | |
| 31 | CVX | — | $30K | -$30K | 2 | — | |
| 32 | BLK | — | $30K | -$30K | 2 | — | |
| 33 | APH | — | $30K | -$30K | 2 | — | |
| 34 | AME | — | $30K | -$30K | 2 | — | |
| 35 | AXP | — | $30K | -$30K | 2 | — | |
| 36 | SYK | — | $30K | -$30K | 2 | — | |
| 37 | PYPL | — | $30K | -$30K | 2 | — | |
| 38 | MDT | — | $30K | -$30K | 2 | — | |
| 39 | MLM | — | $30K | -$30K | 2 | — | |
| 40 | FFIV | — | $30K | -$30K | 2 | — | |
| 41 | ELAN | — | $30K | -$30K | 2 | — | |
| 42 | CMCSA | — | $30K | -$30K | 2 | — | |
| 43 | BAX | — | $30K | -$30K | 2 | — | |
| 44 | ULTA | — | $45K | -$45K | 3 | — | |
| 45 | PXD | — | $45K | -$45K | 3 | — | |
| 46 | JPM | — | $45K | -$45K | 3 | — | |
| 47 | CVS | — | $45K | -$45K | 3 | — | |
| 48 | SCHW | — | $45K | -$45K | 3 | — | |
| 49 | BMY | — | $45K | -$45K | 3 | — | |
| 50 | BKNG | — | $45K | -$45K | 3 | — | |
| 51 | — | — | $50K | -$50K | 1 | — | |
| 52 | MSFT | $145K | $200K | -$55K | 7 | — | |
| 53 | AAPL | $45K | $100K | -$55K | 5 | — | |
| 54 | IWF | — | $65K | -$65K | 2 | — | |
| 55 | XLI | — | $65K | -$65K | 2 | — | |
| 56 | TJX | $30K | $100K | -$70K | 4 | — | |
| 57 | GOOG | $60K | $130K | -$70K | 8 | — | |
| 58 | ACN | — | $100K | -$100K | 2 | — | |
| 59 | SPY | — | $165K | -$165K | 3 | — | |
| 60 | — | — | $500K | -$500K | 1 | — | |
| 61 | RPM | — | $860K | -$860K | 15 | — |