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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
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AAPL | APPLE | 650,320 | -314 | -0.05% | $45.06 | 6.45% | 0.00% | 144,455,631 | 2025-03-31 | ||||||
MSFT | MICROSOFT | 281,944 | +13,928 | +5.20% | $157.30 | 4.72% | 0.00% | 105,838,961 | 2025-03-31 | ||||||
BRK.B | BERKSHIRE HATHAWAY | 187,570 | +5,538 | +3.04% | $0.00 | 4.46% | 0.00% | 99,895,891 | 2025-03-31 | ||||||
AMZN | AMAZON | 482,900 | -6,912 | -1.41% | $97.63 | 4.10% | 0.00% | 91,876,522 | 2025-03-31 | ||||||
NVDA | NVIDIA | 795,044 | +182,919 | +29.88% | $38.01 | 3.85% | 0.00% | 86,166,911 | 2025-03-31 | ||||||
PANW | PALO ALTO NETWORKS | 480,092 | +12,628 | +2.70% | $252.21 | 3.66% | 0.07% | 81,922,899 | 2025-03-31 | ||||||
JPM | JPMORGAN CHASE | 332,397 | +47,736 | +16.77% | $164.05 | 3.64% | 0.01% | 81,537,103 | 2025-03-31 | ||||||
GOOGL | ALPHABET | 492,306 | -44,895 | -8.36% | $101.05 | 3.40% | 0.01% | 76,130,209 | 2025-03-31 | ||||||
AEP | AMERICAN ELECTRIC POWER CO | 587,411 | +41,477 | +7.60% | $89.15 | 2.87% | 0.11% | 64,186,356 | 2025-03-31 | ||||||
PWR | QUANTA SERVICES | 237,680 | +49,347 | +26.20% | $199.65 | 2.70% | 0.16% | 60,413,472 | 2025-03-31 | ||||||
META | META | 102,392 | -474 | -0.46% | $331.91 | 2.63% | 0.00% | 59,014,899 | 2025-03-31 | ||||||
DLR | DIGITAL REALTY TRUST | 402,525 | +203,799 | +102.55% | $156.75 | 2.57% | 0.12% | 57,677,875 | 2025-03-31 | ||||||
NEE | NEXTERA ENERGY | 672,244 | -23,979 | -3.44% | $67.68 | 2.13% | 0.03% | 47,655,348 | 2025-03-31 | ||||||
KO | COCA COLA | 659,077 | +10,678 | +1.65% | $51.93 | 2.11% | 0.02% | 47,203,130 | 2025-03-31 | ||||||
CAT | CATERPILLAR | 139,204 | +14,063 | +11.24% | $230.84 | 2.05% | 0.03% | 45,909,377 | 2025-03-31 | ||||||
CME | CME GROUP | 172,125 | +566 | +0.33% | $197.84 | 2.04% | 0.05% | 45,662,950 | 2025-03-31 | ||||||
AMT | AMERICAN TOWER | 199,629 | +78,536 | +64.86% | $197.67 | 1.94% | 0.04% | 43,439,203 | 2025-03-31 | ||||||
GS | GOLDMAN SACHS GROUP | 73,307 | +72,952 | +20,549.86% | $598.90 | 1.79% | 0.02% | 40,046,768 | 2025-03-31 | ||||||
ISRG | INTUITIVE SURGICAL | 66,033 | -28,615 | -30.23% | $283.59 | 1.46% | 0.02% | 32,704,164 | 2025-03-31 | ||||||
ASML | ASML HOLDING NV | 49,269 | -32,295 | -39.59% | $662.62 | 1.46% | 0.00% | 32,647,079 | 2025-03-31 | ||||||
TSM | TAIWAN SEMICONDUCTOR | 194,028 | +143,457 | +283.67% | $187.21 | 1.44% | 0.00% | 32,208,677 | 2025-03-31 | ||||||
VZ | VERIZON COMMUNICATIONS | 688,201 | +23,482 | +3.53% | $46.50 | 1.39% | 0.02% | 31,216,778 | 2025-03-31 | ||||||
COST | COSTCO WHOLESALE | 30,895 | +2,472 | +8.70% | $466.22 | 1.30% | 0.01% | 29,220,250 | 2025-03-31 | ||||||
NFLX | NETFLIX | 30,283 | -18,738 | -38.22% | $292.36 | 1.26% | 0.01% | 28,239,806 | 2025-03-31 | ||||||
UNP | UNION PACIFIC | 118,449 | +73,086 | +161.11% | $217.33 | 1.25% | 0.02% | 27,982,432 | 2025-03-31 | ||||||
V | VISA | 73,774 | -45,764 | -38.28% | $183.23 | 1.15% | 0.00% | 25,854,935 | 2025-03-31 | ||||||
MCD | MCDONALDS | 81,018 | -3,586 | -4.24% | $169.50 | 1.13% | 0.01% | 25,307,648 | 2025-03-31 | ||||||
JNJ | JOHNSON & JOHNSON | 152,078 | +2,764 | +1.85% | $142.02 | 1.13% | 0.01% | 25,220,677 | 2025-03-31 | ||||||
VB | VANGUARD SMALL-CAP INDEX FUND | 111,576 | -8,373 | -6.98% | $218.82 | 1.10% | 0.04% | 24,741,925 | 2025-03-31 | ||||||
QCOM | QUALCOMM | 160,678 | +16,266 | +11.26% | $121.20 | 1.10% | 0.01% | 24,681,744 | 2025-03-31 | ||||||
CSCO | CISCO SYSTEMS | 395,866 | -18,144 | -4.38% | $43.47 | 1.09% | 0.01% | 24,428,881 | 2025-03-31 | ||||||
HD | HOME DEPOT | 66,523 | +7,526 | +12.76% | $311.94 | 1.09% | 0.01% | 24,380,023 | 2025-03-31 | ||||||
MET | METLIFE | 295,666 | +2,858 | +0.98% | $47.74 | 1.06% | 0.04% | 23,739,035 | 2025-03-31 | ||||||
ETN | EATON CORP | 85,188 | +2,856 | +3.47% | $111.77 | 1.03% | 0.02% | 23,156,543 | 2025-03-31 | ||||||
LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 178,191 | +5,821 | +3.38% | $105.96 | 0.86% | 0.07% | 19,367,538 | 2025-03-31 | ||||||
VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 222,161 | -8,371 | -3.63% | $78.44 | 0.81% | 0.04% | 18,163,924 | 2025-03-31 | ||||||
FIS | FIDELITY NATIONAL INFORMATION | 237,897 | -135 | -0.06% | $62.59 | 0.79% | 0.05% | 17,766,169 | 2025-03-31 | ||||||
BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 187,465 | -1,581 | -0.84% | $89.08 | 0.77% | 0.00% | 17,334,925 | 2025-03-31 | ||||||
UL | UNILEVER | 286,047 | +21,309 | +8.05% | $52.00 | 0.76% | 0.00% | 17,034,112 | 2025-03-31 | ||||||
TXN | TEXAS INSTRUMENTS | 93,027 | -6,350 | -6.39% | $131.66 | 0.75% | 0.01% | 16,717,027 | 2025-03-31 | ||||||
UNH | UNITEDHEALTH GROUP | 30,624 | -2,430 | -7.35% | $431.88 | 0.72% | 0.00% | 16,039,072 | 2025-03-31 | ||||||
ICE | INTERCONTINENTAL EXCHANGE | 86,919 | +1,346 | +1.57% | $99.04 | 0.67% | 0.02% | 14,993,578 | 2025-03-31 | ||||||
CVX | CHEVRON | 86,391 | +8,485 | +10.89% | $145.02 | 0.65% | 0.00% | 14,452,367 | 2025-03-31 | ||||||
LMT | LOCKHEED MARTIN | 30,233 | +573 | +1.93% | $388.07 | 0.60% | 0.01% | 13,505,355 | 2025-03-31 | ||||||
TSLA | TESLA | 49,404 | -22,246 | -31.05% | $68.17 | 0.57% | 0.00% | 12,803,541 | 2025-03-31 | ||||||
VXUS | VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND | 203,088 | +173,158 | +578.54% | $61.68 | 0.56% | 0.02% | 12,611,781 | 2025-03-31 | ||||||
SLB | SCHLUMBERGER | 284,039 | +79,034 | +38.55% | $41.60 | 0.53% | 0.02% | 11,872,814 | 2025-03-31 | ||||||
LLY | ELI LILLY | 13,940 | +1,469 | +11.78% | $277.29 | 0.51% | 0.00% | 11,512,850 | 2025-03-31 | ||||||
QQQ | INVESCO QQQ | 22,993 | +615 | +2.75% | $236.66 | 0.48% | 0.00% | 10,781,960 | 2025-03-31 | ||||||
CMG | CHIPOTLE | 201,230 | -3,599 | -1.76% | $33.78 | 0.45% | 0.01% | 10,103,758 | 2025-03-31 |