T AT&T | $28.02
+0.3% | Purchase
$15,001 - $50,000 | 7/1/2025 | 6/30/2025 | -3.3%
 |
NVDA NVIDIA | $173.50
-0.1% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/30/2025 | +9.8%
 |
AAPL Apple | $213.88
+0.1% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/30/2025 | +4.2%
 |
META Meta Platforms | $712.68
-0.3% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/30/2025 | -3.4%
 |
PLTR Palantir Technologies | $158.80
+2.5% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/30/2025 | +16.5%
 |
CSCO Cisco Systems | $68.69
+0.6% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/30/2025 | -1.0%
 |
JPM JPMorgan Chase & Co. | $298.46
+0.6% | Purchase
$15,001 - $50,000 | 7/1/2025 | 6/30/2025 | +2.9%
 |
INTC Intel | $20.70
-8.5% | Sale
$1,001 - $15,000 | 7/1/2025 | 6/30/2025 | -7.6%
 |
AMZN Amazon.com | $231.44
-0.3% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/30/2025 | +5.5%
 |
AAPL Apple | $213.88
+0.1% | Purchase
$15,001 - $50,000 | 7/1/2025 | 6/30/2025 | +4.2%
|
AAPL Apple | $213.88
+0.1% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/30/2025 | +4.2%
|
NVDA NVIDIA | $173.50
-0.1% | Purchase
$1,000,001 - $5,000,000 | 7/1/2025 | 6/26/2025 | +11.9%
 |
AMZN Amazon.com | $231.44
-0.3% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/25/2025 | +9.2%
 |
AAPL Apple | $213.88
+0.1% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/25/2025 | +6.1%
 |
AAPL Apple | $213.88
+0.1% | Purchase
$1,001 - $15,000 | 7/1/2025 | 6/25/2025 | +6.1%
|
NVDA NVIDIA | $173.50
-0.1% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/25/2025 | +12.4%
 |
MSFT Microsoft | $513.71
+0.6% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/25/2025 | +4.4%
 |
PLTR Palantir Technologies | $158.80
+2.5% | Purchase
$1,001 - $15,000 | 7/1/2025 | 6/25/2025 | +11.1%
 |
GOOG Alphabet | $194.08
+0.5% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/25/2025 | +13.2%
 |
TSM Taiwan Semiconductor Manufacturing | $245.55
+1.6% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/25/2025 | +10.3%
 |
MCD McDonald's | $298.25
+1.3% | Purchase
$15,001 - $50,000 | 7/1/2025 | 6/25/2025 | +4.4%
 |
AAPL Apple | $213.88
+0.1% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/25/2025 | +6.1%
|
NVDA NVIDIA | $173.50
-0.1% | Purchase
$15,001 - $50,000 | 7/1/2025 | 6/9/2025 | +21.6%
 |
AAPL Apple | $213.88
+0.1% | Purchase
$1,001 - $15,000 | 7/1/2025 | 6/9/2025 | +6.2%
 |
NVDA NVIDIA | $173.50
-0.1% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/9/2025 | +21.6%
|
AMZN Amazon.com | $231.44
-0.3% | Purchase
$50,001 - $100,000 | 7/1/2025 | 6/9/2025 | +6.7%
 |
AMZN Amazon.com | $231.44
-0.3% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/9/2025 | +6.7%
|
GOOG Alphabet | $194.08
+0.5% | Purchase
$15,001 - $50,000 | 7/1/2025 | 6/5/2025 | +14.3%
 |
NVDA NVIDIA | $173.50
-0.1% | Purchase
$250,001 - $500,000 | 7/1/2025 | 6/5/2025 | +23.9%
 |
AMZN Amazon.com | $231.44
-0.3% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/5/2025 | +11.3%
 |
MSFT Microsoft | $513.71
+0.6% | Purchase
$1,001 - $15,000 | 7/1/2025 | 6/3/2025 | +11.0%
 |
AAPL Apple | $213.88
+0.1% | Purchase
$1,001 - $15,000 | 7/1/2025 | 6/3/2025 | +5.2%
 |
MSFT Microsoft | $513.71
+0.6% | Purchase
$250,001 - $500,000 | 7/1/2025 | 6/3/2025 | +11.0%
|
NVDA NVIDIA | $173.50
-0.1% | Purchase
$1,001 - $15,000 | 7/1/2025 | 6/3/2025 | +22.9%
 |
NVDA NVIDIA | $173.50
-0.1% | Purchase
$15,001 - $50,000 | 7/1/2025 | 6/3/2025 | +22.9%
|
CMG Chipotle Mexican Grill | $46.75
+2.2% | Purchase
$1,001 - $15,000 | 7/1/2025 | 6/3/2025 | -6.6%
 |
NVDA NVIDIA | $173.50
-0.1% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/3/2025 | +22.9%
|
AAPL Apple | $213.88
+0.1% | Purchase
$100,001 - $250,000 | 7/1/2025 | 6/3/2025 | +5.2%
|
