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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 | 79,370 | -1,184 | -1.47% | $185.13 | 9.37% | 0.00% | 17,630,542 | 2025-03-31 | ||||||
| NFLX | NETFLIX | 10,509 | -492 | -4.47% | $429.33 | 5.21% | 0.00% | 9,800,238 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 76,518 | -1,446 | -1.85% | $46.13 | 4.41% | 0.00% | 8,293,058 | 2025-03-31 | ||||||
| META | META | 13,740 | -437 | -3.08% | $331.16 | 4.21% | 0.00% | 7,919,190 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 44,263 | -181 | -0.41% | $135.45 | 3.64% | 0.00% | 6,844,871 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 17,393 | +921 | +5.59% | $362.92 | 3.47% | 0.00% | 6,529,175 | 2025-03-31 | ||||||
| AMZN | AMAZON | 30,662 | +498 | +1.65% | $142.30 | 3.10% | 0.00% | 5,833,790 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 8,029 | -369 | -4.39% | $0.00 | 2.27% | 0.00% | 4,276,085 | 2025-03-31 | ||||||
| TFLR | T ROWE PRICE FLOATING RATE ETF | 69,146 | +12,441 | +21.94% | $51.67 | 1.88% | 0.00% | 3,529,194 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 16,692 | +2,317 | +16.12% | $161.80 | 1.86% | 0.00% | 3,497,348 | 2025-03-31 | ||||||
| UBER | UBER | 42,659 | +1,933 | +4.75% | $69.67 | 1.65% | 0.00% | 3,108,135 | 2025-03-31 | ||||||
| GE | GENERAL ELECTRIC | 15,067 | +3,894 | +34.85% | $175.84 | 1.60% | 0.00% | 3,015,718 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 3,150 | +191 | +6.45% | $632.07 | 1.58% | 0.00% | 2,978,971 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 17,937 | +2,218 | +14.11% | $153.85 | 1.58% | 0.00% | 2,974,748 | 2025-03-31 | ||||||
| TSLA | TESLA | 11,449 | -509 | -4.26% | $233.33 | 1.58% | 0.00% | 2,967,084 | 2025-03-31 | ||||||
| GS | GOLDMAN SACHS GROUP | 5,071 | +2,406 | +90.28% | $460.63 | 1.47% | 0.00% | 2,770,234 | 2025-03-31 | ||||||
| CVX | CHEVRON | 15,435 | +1,561 | +11.25% | $152.01 | 1.37% | 0.00% | 2,582,106 | 2025-03-31 | ||||||
| AVGO | BROADCOM | 12,619 | -87 | -0.68% | $99.30 | 1.12% | 0.00% | 2,112,769 | 2025-03-31 | ||||||
| V | VISA | 5,888 | +127 | +2.20% | $255.77 | 1.10% | 0.00% | 2,063,409 | 2025-03-31 | ||||||
| ETN | EATON CORP | 7,329 | +642 | +9.60% | $301.57 | 1.06% | 0.00% | 1,992,333 | 2025-03-31 | ||||||
| FSK | FS KKR CAPITAL | 93,950 | +884 | +0.95% | $19.74 | 1.05% | 0.03% | 1,968,259 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 16,326 | +3,150 | +23.91% | $107.58 | 1.03% | 0.00% | 1,941,706 | 2025-03-31 | ||||||
| NOC | NORTHROP GRUMMAN | 3,605 | -193 | -5.08% | $473.46 | 0.98% | 0.00% | 1,845,610 | 2025-03-31 | ||||||
| MA | MASTERCARD | 3,215 | +271 | +9.21% | $442.14 | 0.94% | 0.00% | 1,762,059 | 2025-03-31 | ||||||
| MRK | MERCK & CO | 19,594 | +15,409 | +368.20% | $95.31 | 0.93% | 0.00% | 1,758,750 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 7,158 | +1,119 | +18.53% | $175.39 | 0.93% | 0.00% | 1,755,767 | 2025-03-31 | ||||||
| WFC | WELLS FARGO | 24,113 | -4,165 | -14.73% | $56.40 | 0.92% | 0.00% | 1,731,076 | 2025-03-31 | ||||||
| REGN | REGENERON PHARMACEUTICALS | 2,684 | +10 | +0.37% | $866.22 | 0.90% | 0.00% | 1,702,279 | 2025-03-31 | ||||||
| LLY | ELI LILLY | 2,060 | -20 | -0.96% | $607.64 | 0.90% | 0.00% | 1,701,707 | 2025-03-31 | ||||||
| QQQ | INVESCO QQQ | 3,513 | 0 | 0.00% | $466.62 | 0.88% | 0.00% | 1,647,334 | 2025-03-31 | ||||||
| CMCSA | COMCAST | 43,754 | +3,340 | +8.26% | $40.33 | 0.86% | 0.00% | 1,614,509 | 2025-03-31 | ||||||
| TMO | THERMO FISHER SCIENTIFIC | 3,112 | -251 | -7.46% | $542.78 | 0.82% | 0.00% | 1,548,511 | 2025-03-31 | ||||||
| KHC | KRAFT HEINZ | 50,804 | -1,572 | -3.00% | $34.26 | 0.82% | 0.00% | 1,545,955 | 2025-03-31 | ||||||
| GEHC | GE HEALTHCARE TECHNOLOGIES | 18,465 | -1,539 | -7.69% | $73.03 | 0.79% | 0.00% | 1,490,288 | 2025-03-31 | ||||||
| SCHW | SCHWAB CHARLES | 18,853 | +5,263 | +38.73% | $63.60 | 0.78% | 0.00% | 1,475,790 | 2025-03-31 | ||||||
| LADR | LADDER CAPITAL | 128,485 | +1,812 | +1.43% | $10.72 | 0.78% | 0.10% | 1,466,014 | 2025-03-31 | ||||||
| USB | US BANCORP | 34,545 | -3,084 | -8.20% | $36.46 | 0.78% | 0.00% | 1,458,508 | 2025-03-31 | ||||||
| GIS | GENERAL MILLS | 24,343 | -2,576 | -9.57% | $64.93 | 0.77% | 0.00% | 1,455,442 | 2025-03-31 | ||||||
| CME | CME GROUP | 5,283 | -5,193 | -49.57% | $205.86 | 0.74% | 0.00% | 1,401,637 | 2025-03-31 | ||||||
| PEP | PEPSICO | 9,031 | +685 | +8.21% | $164.09 | 0.72% | 0.00% | 1,354,073 | 2025-03-31 | ||||||
| BXSL | BLACKSTONE SECURED LENDING FUND | 39,492 | +423 | +1.08% | $30.25 | 0.68% | 0.02% | 1,277,961 | 2025-03-31 | ||||||
| NEE | NEXTERA ENERGY | 18,021 | +653 | +3.76% | $67.87 | 0.68% | 0.00% | 1,277,478 | 2025-03-31 | ||||||
| PFE | PFIZER | 50,269 | -24,757 | -33.00% | $28.76 | 0.68% | 0.00% | 1,273,809 | 2025-03-31 | ||||||
| TSM | TAIWAN SEMICONDUCTOR | 7,646 | +2,574 | +50.75% | $194.30 | 0.67% | 0.00% | 1,269,263 | 2025-03-31 | ||||||
| MSTR | MICROSTRATEGY | 4,330 | 0 | 0.00% | $49.62 | 0.66% | 0.00% | 1,248,209 | 2025-03-31 | ||||||
| CRWD | CROWDSTRIKE HOLDINGS | 3,382 | -70 | -2.03% | $212.21 | 0.63% | 0.00% | 1,192,426 | 2025-03-31 | ||||||
| EXC | EXELON | 25,835 | -741 | -2.79% | $37.18 | 0.63% | 0.00% | 1,190,456 | 2025-03-31 | ||||||
| BAC | BANK OF AMERICA | 28,270 | +1,521 | +5.69% | $31.69 | 0.63% | 0.00% | 1,179,695 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 2,934 | +752 | +34.46% | $332.48 | 0.57% | 0.00% | 1,075,297 | 2025-03-31 | ||||||
| UNP | UNION PACIFIC | 4,254 | -568 | -11.78% | $241.66 | 0.53% | 0.00% | 1,005,048 | 2025-03-31 | ||||||