Holdings
Deterministic holdings tables from Supabase demo data.
| Symbol | Name | Qty | Price | Market valuedown | Weight | Unrealized | Tax | |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES | 200 | $452.40 | $90,480 | 9.7% | $0 | protected | |
| AAPL | APPLE INC | 250 | $291.58 | $72,895 | 7.8% | $52,895 | taxed | |
| GOOG | ALPHABET INC CLASS C | 200 | $353.32 | $70,664 | 7.5% | $48,664 | taxed | |
| BRK.B | BERKSHIRE HATHAWAY B | 130 | $483.68 | $62,878 | 6.7% | $30,378 | taxed | |
| MSFT | MICROSOFT CORP | 130 | $397.36 | $51,657 | 5.5% | $28,257 | taxed | |
| AMZN | AMAZON.COM INC | 180 | $238.00 | $42,840 | 4.6% | $14,160 | mixed | |
| JNJ | JOHNSON & JOHNSON | 130 | $238.49 | $31,004 | 3.3% | $8,279 | mixed | |
| JPM | JPMORGAN CHASE & CO | 100 | $309.14 | $30,914 | 3.3% | $15,414 | taxed | |
| META | META PLATFORMS INC | 50 | $570.98 | $28,549 | 3.0% | $11,049 | taxed | |
| CAT | CATERPILLAR INC | 30 | $856.16 | $25,685 | 2.7% | $17,285 | taxed | |
| KO | COCA-COLA CO | 280 | $83.59 | $23,405 | 2.5% | $10,805 | taxed | |
| V | VISA INC | 70 | $322.96 | $22,607 | 2.4% | $5,807 | taxed | |
| XOM | EXXON MOBIL CORP | 150 | $150.62 | $22,593 | 2.4% | $0 | protected | |
| COST | COSTCO WHOLESALE CORP | 20 | $983.37 | $19,667 | 2.1% | $9,667 | taxed | |
| NVDA | NVIDIA CORP | 90 | $200.42 | $18,038 | 1.9% | $8,425 | mixed | |
| HD | HOME DEPOT INC | 50 | $318.92 | $15,946 | 1.7% | $6,446 | taxed | |
| WMT | WALMART INC | 130 | $120.59 | $15,677 | 1.7% | $9,177 | taxed | |
| UNH | UNITEDHEALTH GROUP INC | 35 | $407.46 | $14,261 | 1.5% | $-2,314 | mixed | |
| CVX | CHEVRON CORP | 70 | $189.80 | $13,286 | 1.4% | $4,886 | taxed | |
| DIS | WALT DISNEY CO | 100 | $98.61 | $9,861 | 1.1% | $-1,139 | taxed | |
| MA | MASTERCARD INC | 20 | $489.08 | $9,782 | 1.0% | $3,782 | taxed | |
| PEP | PEPSICO INC | 60 | $144.32 | $8,659 | 0.9% | $859 | taxed | |
| HON | HONEYWELL INTERNATIONAL | 35 | $205.88 | $7,206 | 0.8% | $1,206 | taxed | |
| PFE | PFIZER INC | 200 | $25.60 | $5,120 | 0.5% | $-4,880 | taxed | |
| NFLX | NETFLIX INC | 12 | $82.00 | $984 | 0.1% | $-2,016 | taxed |