Public Dashboard: Lofgren, Susan
| 09/16/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash | $61,581.00 | 4.9% | 4.0% | 4.0% | ||||||||
| Averages | $1,267,525.62 | 9.3% | 25.1 | 0.6% | 77% | 67 | 76.1 | 7.3% | ||||
| Apple | AAPL | 379.62 | $236.70 | $89,855.11 | 7.1% | 6.2% | 24.8 | 0.4% | 92% | 95 | 98 | 4.9% |
| Align Technology | ALGN | 131.85 | $131.06 | $17,280.39 | 1.4% | 7.3% | 20.7 | 0.0% | 93% | 70 | 90 | 19.6% |
| Amazon.com | AMZN | 442.64 | $231.43 | $102,439.48 | 8.1% | 11.2% | 40.2 | 0.0% | 96% | 48 | 75 | 10.2% |
| Ark Innovation | ARKK | 911.49 | $79.72 | $72,664.30 | 5.7% | 0.0% | 0.0 | 0.0% | 0% | 0 | 0 | -0.8% |
| Costco Wholesale | COST | 127.90 | $960.10 | $122,799.67 | 9.7% | 8.2% | 44.4 | 0.6% | 99% | 91 | 89 | 6.7% |
| Disney (Walt) | DIS | 467.44 | $115.62 | $54,045.76 | 4.3% | 5.9% | 17.0 | 1.8% | 47% | 32 | 49 | 6.5% |
| Alphabet (Google) | GOOG | 450.34 | $251.76 | $113,377.60 | 8.9% | 10.8% | 25.3 | 0.4% | 97% | 88 | 93 | 5.1% |
| Meta Platforms [Facebook] | META | 206.40 | $764.70 | $157,832.55 | 12.5% | 14.4% | 25.0 | 0.4% | 97% | 80 | 98 | 8.2% |
| MKS Instruments | MKSI | 427.52 | $116.38 | $49,754.43 | 3.9% | 3.8% | 13.6 | 0.6% | 20% | 68 | 46 | 6.4% |
| Microsoft | MSFT | 213.12 | $515.36 | $109,833.52 | 8.7% | 13.6% | 31.3 | 0.8% | 82% | 91 | 97 | 9.4% |
| Micron Tech | MU | 788.86 | $157.77 | $124,458.60 | 9.8% | 10.3% | 16.7 | 0.3% | 46% | 35 | 55 | 8.2% |
| NVIDIA Corp. | NVDA | 264.11 | $177.75 | $46,945.55 | 3.7% | 17.9% | 28.8 | 0.2% | 99% | 67 | 100 | 9.0% |
| PayPal | PYPL | 502.88 | $67.11 | $33,748.21 | 2.7% | 7.1% | 13.9 | 0.0% | 85% | 85 | 77 | 9.1% |
| Regeneron Pharma | REGN | 133.34 | $572.59 | $76,348.58 | 6.0% | 4.8% | 16.2 | 0.4% | 93% | 76 | 76 | 9.9% |
| Boston Beer | SAM | 160.67 | $215.11 | $34,560.86 | 2.7% | 4.5% | 33.0 | 0.0% | 68% | 28 | 40 | 10.9% |