Portfolios
Prices last updated: 2025-11-24T06:28:13Z| Ticker | Stock | Qty | Cost/Share | Cost | Price | Value | Gain | Gain % |
|---|---|---|---|---|---|---|---|---|
| BRK-B | Berkshire Hathaway Inc. | 267.00 | $407.05 | $108,682.23 | $504.08 | $134,589.36 | $25,907.12 | 23.84% |
| BYND | Beyond Meat Inc | 2,713.00 | $3.09 | $8,379.66 | $0.87 | $2,364.11 | $-6,015.55 | -71.79% |
| CORT | Corcept Therapeutics Incorporated | 13.00 | $56.17 | $730.17 | $77.38 | $1,005.94 | $275.77 | 37.77% |
| CRC | California Resources Corporation | 43.00 | $48.04 | $2,065.83 | $46.20 | $1,986.60 | $-79.23 | -3.84% |
| ESEA | Euroseas Ltd | 19.00 | $56.50 | $1,073.50 | $57.90 | $1,100.10 | $26.60 | 2.48% |
| FXAIX | Fidelity 500 Index | 190.50 | $175.01 | $33,339.44 | $229.71 | $43,759.30 | $10,419.86 | 31.25% |
| HOOD | Robinhood Markets Inc | 63.00 | $131.89 | $8,308.89 | $107.31 | $6,760.53 | $-1,548.36 | -18.64% |
| KLAR | Klarna Group PLC | 436.00 | $40.37 | $17,600.16 | $29.07 | $12,674.52 | $-4,925.64 | -27.99% |
| NVDA | Nvidia Corp | 5.00 | $187.96 | $939.80 | $178.94 | $894.70 | $-45.10 | -4.80% |
| PRVA | Privia Health Group, Inc. | 21.00 | $24.68 | $518.29 | $23.76 | $498.96 | $-19.33 | -3.73% |
| SOFI | SoFi Technologies, Inc. | 403.00 | $16.61 | $6,693.29 | $25.20 | $10,157.61 | $3,464.32 | 51.76% |
| SPHD | Invesco S&P 500 High Dividend Low Volatility ETF | 15.51 | $42.98 | $666.42 | $48.13 | $746.42 | $80.00 | 12.00% |
| SPY | SPDR S&P 500 ETF | 134.39 | $457.16 | $61,437.25 | $659.06 | $88,569.45 | $27,132.20 | 44.16% |
| SWPPX | Schwab S&P 500 Index | 561.18 | $15.31 | $8,590.95 | $17.08 | $9,585.01 | $994.06 | 11.57% |
| TSLA | Tesla, Inc. | 50.00 | $235.46 | $11,772.97 | $391.20 | $19,560.00 | $7,787.03 | 66.14% |
| — | Cash | — | — | — | — | $7,946.88 | — | — |
| Totals: | 4,934.58 | $270,798.85 | $342,199.48 | $63,453.75 | 23.43% | |||