Public Dashboard: Lofgren, Susan
| 06/01/2025 | ||||||||||||
| Company | Symbol | Shares | Price | Value | % of Total | Growth | Proj P/E | Proj Yield | Fin Str | EPS Stab | Qlty | PAR |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash | $61,581.00 | 5.7% | 4.0% | 4.0% | ||||||||
| Averages | $1,082,273.13 | 9.0% | 25.7 | 0.6% | 80% | 69 | 76.7 | 9.2% | ||||
| Apple | AAPL | 379.62 | $200.85 | $76,245.87 | 7.0% | 6.3% | 23.6 | 0.4% | 95% | 95 | 98 | 8.0% |
| Align Technology | ALGN | 131.85 | $180.94 | $23,857.12 | 2.2% | 7.3% | 20.7 | 0.0% | 77% | 69 | 83 | 12.1% |
| Amazon.com | AMZN | 442.64 | $205.01 | $90,745.01 | 8.4% | 11.2% | 39.2 | 0.0% | 92% | 48 | 73 | 12.4% |
| Ark Innovation | ARKK | 911.49 | $56.37 | $51,380.92 | 4.7% | 0.0% | 0.0 | 0.0% | 0% | 0 | 0 | -0.8% |
| Costco Wholesale | COST | 127.90 | $1,040.18 | $133,042.14 | 12.3% | 8.2% | 44.1 | 0.6% | 96% | 91 | 87 | 4.5% |
| Disney (Walt) | DIS | 467.44 | $113.04 | $52,839.76 | 4.9% | 5.9% | 16.7 | 1.9% | 47% | 32 | 49 | 6.3% |
| Alphabet (Google) | GOOG | 450.34 | $172.85 | $77,841.27 | 7.2% | 10.7% | 24.8 | 0.4% | 96% | 89 | 91 | 12.7% |
| Meta Platforms [Facebook] | META | 206.40 | $647.49 | $133,640.64 | 12.3% | 14.4% | 22.7 | 0.4% | 99% | 80 | 98 | 9.7% |
| MKS Instruments | MKSI | 427.52 | $82.19 | $35,137.62 | 3.2% | 4.9% | 15.2 | 0.5% | 20% | 71 | 50 | 14.1% |
| Microsoft | MSFT | 213.12 | $460.36 | $98,111.92 | 9.1% | 12.7% | 31.5 | 0.8% | 85% | 91 | 97 | 11.1% |
| Micron Tech | MU | 788.86 | $94.46 | $74,515.81 | 6.9% | 7.6% | 15.4 | 0.3% | 61% | 37 | 57 | 14.7% |
| NVIDIA Corp. | NVDA | 264.11 | $135.13 | $35,689.18 | 3.3% | 16.8% | 27.6 | 0.2% | 99% | 66 | 99 | 11.5% |
| PayPal | PYPL | 502.88 | $70.28 | $35,342.34 | 3.3% | 7.1% | 13.1 | 0.0% | 88% | 85 | 76 | 7.0% |
| Regeneron Pharma | REGN | 133.34 | $490.28 | $65,373.44 | 6.0% | 4.8% | 16.5 | 0.4% | 99% | 76 | 77 | 14.1% |
| Boston Beer | SAM | 160.67 | $229.85 | $36,929.08 | 3.4% | 4.6% | 37.7 | 0.0% | 52% | 22 | 29 | 6.7% |