Daniel Meuser

PA09Member13 filings74 transactions

Total Purchases (max)

$1.5M

Total Sales (max)

$80K

Net Portfolio Value

$1.4M

6 active positions of 29 total · Using max values from amount ranges

#Ticker↕Asset↕Purchases↕Sales↕Net Value↓Txns↕% of Portfolio
1—US Treasury Bill 06/13/2024$500K—$500K135.0%
2—US Treasury Bill$500K—$500K135.0%
3MSFTMicrosoft Corporation - Common Stock$175K$30K$145K910.1%
4DISSchwab JM Trust I Walt Disney Company$145K—$145K510.1%
5VVisa Inc.$175K$50K$125K88.7%
6GOOGAlphabet Inc. - Class C Capital Stock$15K—$15K11.0%
7—US Treasury Bill 12/05/2024$500K$500K$02—
8GOOGLAlphabet Inc. - Class A Common Stock$90K$100K-$10K7—
9AMGNAmgen Inc. - Common Stock—$15K-$15K1—
10APTVAptiv PLC Ordinary Shares—$15K-$15K1—
11MDLZMondelez International, Inc. - Class A Common Stock—$15K-$15K1—
12CBChubb Limited—$15K-$15K1—
13XOMExxon Mobil Corporation—$15K-$15K1—
14NSCSchwab DM Trust I Norfolk Southern Corporation—$15K-$15K1—
15NUENucor Corporation—$15K-$15K1—
16RHHBFRoche Holdings Ag Basel Ordinary Shares—$15K-$15K1—
17ABBVAbbVie Inc.—$15K-$15K1—
18ADPAutomatic Data Processing, Inc.—$15K-$15K1—
19BRK.BBerkshire Hathaway Inc. New—$15K-$15K1—
20HACKETFMG Prime Cyber Security ETF—$15K-$15K1—
21GPCgenuine Parts Company—$15K-$15K1—
22JPMJP Morgan Chase & Co.—$15K-$15K1—
23PGProcter & gamble Company—$15K-$15K1—
24KHCThe Kraft Heinz Company—$30K-$30K2—
25RHHBYRoche Holdings AG Basel American Depositary Shares—$45K-$45K3—
26BPBP p.l.c.—$45K-$45K3—
27AAPLApple Inc. - Common Stock—$50K-$50K1—
28QCOMQUALCOMM Incorporated - Common Stock—$65K-$65K2—
29NVDANVIDIA Corporation - Common Stock—$3.7M-$3.7M14—