Stocks Owned At One Point
29 POSITIONS ON RECORD
BE Bloom Energy Corporation PURCHASE
UBER Uber Technologies, Inc. PURCHASE
TEM Tempus AI, Inc. PURCHASE
AMZN Amazon.com, Inc. PURCHASE
VST Vistra Corp. PURCHASE
NVDA NVIDIA Corporation PURCHASE
GOOGL Alphabet Inc. PURCHASE
AB AllianceBernstein Holding L.P. PURCHASE
VSNT Versant Media Group, Inc. Class A EXCHANGE
AAPL Apple Inc. PURCHASE
DIS The Walt Disney Company SOLD (FULL)
PYPL PayPal Holdings, Inc. SOLD (FULL)
AVGO Broadcom Inc. PURCHASE
MATW Matthews International Corporation SOLD
PANW Palo Alto Networks, Inc. PURCHASE
MSFT Microsoft Corporation SOLD (PARTIAL)
V Visa Inc. SOLD
TSLA Tesla, Inc. SOLD
RBLX Roblox Corporation SOLD (FULL)
NFLX Netflix, Inc. SOLD (PARTIAL)
CRM Salesforce, Inc. SOLD (FULL)
MU Micron Technology, Inc. SOLD (FULL)
GOOG Alphabet Inc. PURCHASE
WBD Warner Bros. Discovery, Inc. EXCHANGE
AXP American Express Company PURCHASE
CRWD CrowdStrike Holdings, Inc. PURCHASE
MORN Morningstar, Inc. SOLD (PARTIAL)
IBKR Interactive Brokers Group, Inc. SOLD (PARTIAL)
T AT&T Inc. PURCHASE