Public Dashboard: Lofgren, Susan
| 12/07/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash | $61,581.00 | 4.5% | 4.0% | 4.0% | ||||||||
| Averages | $1,378,612.31 | 9.6% | 22.5 | 0.5% | 79% | 63 | 77.7 | 6.6% | ||||
| Apple | AAPL | 379.62 | $278.78 | $105,829.35 | 7.7% | 6.3% | 28.7 | 0.4% | 98% | 79 | 96 | 5.5% |
| Align Technology | ALGN | 131.85 | $157.21 | $20,728.30 | 1.5% | 8.8% | 20.3 | 0.0% | 72% | 61 | 78 | 15.4% |
| Amazon.com | AMZN | 442.64 | $229.53 | $101,598.47 | 7.4% | 11.2% | 34.1 | 0.0% | 84% | 40 | 73 | 12.7% |
| Ark Innovation | ARKK | 911.49 | $81.91 | $74,660.47 | 5.4% | 0.0% | 0.0 | 0.0% | 0% | 0 | 0 | -0.8% |
| Costco Wholesale | COST | 127.90 | $894.68 | $114,432.26 | 8.3% | 8.2% | 37.8 | 0.6% | 94% | 91 | 86 | 5.6% |
| Disney (Walt) | DIS | 467.44 | $105.30 | $49,221.75 | 3.6% | 5.5% | 17.8 | 1.2% | 68% | 32 | 62 | 9.9% |
| Alphabet (Google) | GOOG | 450.34 | $322.09 | $145,050.01 | 10.5% | 11.0% | 28.7 | 0.4% | 93% | 85 | 92 | 6.9% |
| Meta Platforms [Facebook] | META | 206.40 | $673.42 | $138,992.54 | 10.1% | 15.4% | 20.6 | 0.3% | 99% | 71 | 97 | 9.8% |
| MKS Instruments | MKSI | 427.52 | $162.94 | $69,659.62 | 5.1% | 3.7% | 18.0 | 0.5% | 28% | 67 | 48 | 5.7% |
| Microsoft | MSFT | 213.12 | $483.16 | $102,971.06 | 7.5% | 13.1% | 27.9 | 0.7% | 71% | 100 | 97 | 10.4% |
| Micron Tech | MU | 788.86 | $237.22 | $187,133.61 | 13.6% | 12.3% | 13.1 | 0.3% | 80% | 24 | 76 | 3.0% |
| NVIDIA Corp. | NVDA | 264.11 | $182.41 | $48,176.31 | 3.5% | 21.5% | 19.8 | 0.2% | 99% | 74 | 100 | 7.5% |
| PayPal | PYPL | 502.88 | $62.28 | $31,319.30 | 2.3% | 7.1% | 13.1 | 0.0% | 93% | 74 | 74 | 10.6% |
| Regeneron Pharma | REGN | 133.34 | $718.36 | $95,785.40 | 6.9% | 4.5% | 17.1 | 0.5% | 92% | 77 | 72 | 2.1% |
| Boston Beer | SAM | 160.67 | $195.89 | $31,472.86 | 2.3% | 4.6% | 30.7 | 0.0% | 46% | 76 | 55 | 11.0% |