Personal Investment Account
| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
GEVGE Vernova Inc. | 2.14% | â–¼7.64% | 16 | Buy | Oct 26, 2026 | |
IJHiShares Core S&P Mid-Cap ETF | 9.13% | â–²4.25% | 45 | Buy | Oct 26, 2026 | |
GEGE Aerospace | 2.01% | â–¼16.94% | 13 | Buy | Oct 23, 2026 | |
VOOVanguard S&P 500 ETF | 50.28% | â–²5.32% | 99 | Buy | Oct 23, 2026 | |
SPCXSpaceX | 2.68% | â–¼1.57% | 26 | Buy | Oct 23, 2026 | |
IXUSiShares Core MSCI Total International Stock ETF | 28.14% | â–²0.72% | 48 | Buy | Oct 21, 2026 | |
BLKBlackRock | 1.17% | â–¼6.81% | 7 | Buy | Oct 21, 2026 | |
IJRiShares Core S&P Small Cap ETF | 4.44% | â–²7.35% | 22 | Buy | Oct 19, 2026 | |
LMTLockheed Martin | — | ▲31.39% | 20 | Sell | Aug 08, 2026 | |
AAPLApple | — | ▲26.49% | 7 | Close | Aug 08, 2026 | |
WMTWalmart | — | ▲7.03% | 10 | Close | Jul 01, 2026 | |
VZVerizon | — | ▲18.54% | 25 | Close | Jun 24, 2026 | |
TAT&T | — | ▼11.13% | 25 | Close | Jun 24, 2026 | |
AMZNAmazon | — | ▲14.95% | 4 | Close | Apr 18, 2026 | |
LOWLowe's | — | ▲4.92% | 39 | Close | Apr 18, 2026 | |
NVDANvidia | — | ▲4.89% | 20 | Sell | Apr 10, 2026 | |
MSFTMicrosoft | — | ▼19.44% | 7 | Close | Apr 10, 2026 | |
AMDAdvanced Micro Devices | — | ▲41.37% | 10 | Sell | Apr 03, 2026 | |
ABBVAbbVie | — | ▲11.48% | 15 | Close | Nov 01, 2025 | |
NFLXNetflix | — | ▼3.49% | 6 | Sell | Aug 07, 2025 |