Portfolio Value

$105,298.70

Cash

$69,126.58

Positions

7

Total Return

+0.06%

Positions

Ticker Shares Entry Current Value P&L ($) P&L (%) Entry Date
AAPL 20.19 $247.65 $257.92 $5,207.41 $+207.35 +4.15% 2026-01-22
JNJ 22.93 $218.01 $228.39 $5,236.98 $+238.01 +4.76% 2026-01-22
KO 69.43 $72.01 $73.83 $5,125.67 $+126.02 +2.52% 2026-01-22
MSFT 11.31 $465.95 $423.81 $4,793.29 $-476.60 -9.04% 2026-01-26
V 16.07 $328.49 $332.41 $5,341.83 $+62.99 +1.19% 2026-01-27
PFE 199.67 $26.50 $26.20 $5,230.36 $-60.90 -1.15% 2026-01-28
NVDA 27.48 $191.85 $190.56 $5,236.59 $-35.31 -0.67% 2026-01-29

Recent Trades

Date Action Ticker Shares Price Value
2026-01-29T14:32 BUY NVDA 27.48 $191.85 $5,271.90
2026-01-28T13:06 BUY PFE 199.67 $26.50 $5,291.26
2026-01-27T12:33 BUY V 16.07 $328.49 $5,278.83
2026-01-26T12:31 BUY MSFT 11.31 $465.95 $5,269.89
2026-01-22T14:08 BUY KO 69.43 $72.01 $4,999.65
2026-01-22T14:08 BUY JNJ 22.93 $218.01 $4,998.97
2026-01-22T14:08 BUY AAPL 20.19 $247.65 $5,000.05