Public Dashboard: Lofgren, Susan
| 11/07/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash | $61,581.00 | 4.6% | 4.0% | 4.0% | ||||||||
| Averages | $1,350,714.59 | 9.5% | 23.0 | 0.6% | 76% | 61 | 76.7 | 6.5% | ||||
| Apple | AAPL | 379.62 | $269.77 | $102,409.01 | 7.6% | 6.3% | 28.7 | 0.4% | 83% | 80 | 95 | 5.7% |
| Align Technology | ALGN | 131.85 | $133.73 | $17,632.43 | 1.3% | 8.9% | 20.8 | 0.0% | 78% | 59 | 83 | 20.9% |
| Amazon.com | AMZN | 442.64 | $243.04 | $107,578.50 | 8.0% | 11.2% | 35.2 | 0.0% | 96% | 40 | 78 | 10.8% |
| Ark Innovation | ARKK | 911.49 | $81.00 | $73,828.28 | 5.5% | 0.0% | 0.0 | 0.0% | 0% | 0 | 0 | -0.8% |
| Costco Wholesale | COST | 127.90 | $923.58 | $118,128.65 | 8.7% | 8.2% | 40.1 | 0.6% | 99% | 90 | 90 | 6.1% |
| Disney (Walt) | DIS | 467.44 | $110.49 | $51,647.78 | 3.8% | 5.8% | 18.3 | 1.8% | 41% | 37 | 50 | 9.0% |
| Alphabet (Google) | GOOG | 450.34 | $285.34 | $128,500.02 | 9.5% | 10.8% | 25.3 | 0.4% | 99% | 78 | 91 | 3.3% |
| Meta Platforms [Facebook] | META | 206.40 | $618.94 | $127,747.98 | 9.5% | 14.4% | 22.1 | 0.3% | 99% | 71 | 97 | 11.0% |
| MKS Instruments | MKSI | 427.52 | $155.25 | $66,372.01 | 4.9% | 3.7% | 18.0 | 0.5% | 12% | 67 | 40 | 6.2% |
| Microsoft | MSFT | 213.12 | $497.10 | $105,941.95 | 7.8% | 13.1% | 29.5 | 0.8% | 64% | 98 | 96 | 9.5% |
| Micron Tech | MU | 788.86 | $238.33 | $188,009.24 | 13.9% | 12.3% | 13.1 | 0.3% | 69% | 24 | 72 | 2.9% |
| NVIDIA Corp. | NVDA | 264.11 | $188.08 | $49,673.81 | 3.7% | 21.5% | 22.2 | 0.2% | 99% | 74 | 100 | 8.0% |
| PayPal | PYPL | 502.88 | $66.26 | $33,320.76 | 2.5% | 7.1% | 13.4 | 0.0% | 54% | 74 | 56 | 9.0% |
| Regeneron Pharma | REGN | 133.34 | $647.21 | $86,298.33 | 6.4% | 4.5% | 17.0 | 0.5% | 96% | 71 | 73 | 4.2% |
| Boston Beer | SAM | 160.67 | $199.45 | $32,044.83 | 2.4% | 4.6% | 32.2 | 0.0% | 78% | 75 | 70 | 12.3% |