Portfolio
Holdings, allocation, and unrealized gains across your investments.
Total Value
$461,240
0.71%today
Total Gain
$142,180
44.5%all time
Day Change
$3,280
0.71%unrealized
Allocation
By sector
Sector Breakdown
Invested value and weight
- Technology$178,00038.6%
- Communication$92,00020.0%
- Financials$74,00016.1%
- Consumer$56,00012.1%
- Healthcare$38,0008.2%
- Energy$23,0005.0%
| Symbol | Sector | Shares | Avg Cost | Price | Day | Value | Total P&L |
|---|---|---|---|---|---|---|---|
AAPL Apple Inc. | Technology | 180 | $168.40 | $232.15 | +0.82% | $41,787 | +$11,475 +37.86% |
MSFT Microsoft Corp. | Technology | 90 | $330.20 | $438.90 | +1.14% | $39,501 | +$9,783 +32.92% |
NVDA NVIDIA Corp. | Technology | 140 | $62.50 | $128.34 | +3.41% | $17,968 | +$9,218 +105.34% |
AMZN Amazon.com Inc. | Consumer | 75 | $142.70 | $201.60 | −0.64% | $15,120 | +$4,418 +41.28% |
GOOGL Alphabet Inc. | Communication | 110 | $128.90 | $178.22 | +0.47% | $19,604 | +$5,425 +38.26% |
META Meta Platforms | Communication | 60 | $305.10 | $512.80 | +1.92% | $30,768 | +$12,462 +68.08% |
TSLA Tesla Inc. | Consumer | 95 | $214.60 | $246.10 | −2.18% | $23,380 | +$2,993 +14.68% |
JPM JPMorgan Chase | Financials | 120 | $154.30 | $214.50 | +0.31% | $25,740 | +$7,224 +39.02% |
V Visa Inc. | Financials | 70 | $232.80 | $288.70 | +0.58% | $20,209 | +$3,913 +24.01% |
JNJ Johnson & Johnson | Healthcare | 85 | $158.20 | $152.40 | −0.22% | $12,954 | −$493 −3.67% |