Holdings
Deterministic holdings tables from Supabase demo data.
| Symbol | Name | Qty | Price | Market valuedown | Weight | Unrealized | Tax | |
|---|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES | 200 | $500.55 | $100,110 | 10.3% | $0 | protected | |
| AAPL | APPLE INC | 250 | $312.18 | $78,045 | 8.0% | $58,045 | taxed | |
| GOOG | ALPHABET INC CLASS C | 200 | $387.87 | $77,574 | 8.0% | $55,574 | taxed | |
| BRK.B | BERKSHIRE HATHAWAY B | 130 | $485.28 | $63,086 | 6.5% | $30,586 | taxed | |
| MSFT | MICROSOFT CORP | 130 | $412.22 | $53,589 | 5.5% | $30,189 | taxed | |
| AMZN | AMAZON.COM INC | 180 | $269.90 | $48,582 | 5.0% | $17,988 | mixed | |
| META | META PLATFORMS INC | 50 | $612.47 | $30,624 | 3.2% | $13,124 | taxed | |
| JNJ | JOHNSON & JOHNSON | 130 | $232.10 | $30,173 | 3.1% | $7,768 | mixed | |
| JPM | JPMORGAN CHASE & CO | 100 | $298.23 | $29,823 | 3.1% | $14,323 | taxed | |
| CAT | CATERPILLAR INC | 30 | $903.78 | $27,113 | 2.8% | $18,713 | taxed | |
| V | VISA INC | 70 | $330.09 | $23,106 | 2.4% | $6,306 | taxed | |
| KO | COCA-COLA CO | 280 | $81.81 | $22,907 | 2.4% | $10,307 | taxed | |
| XOM | EXXON MOBIL CORP | 150 | $147.72 | $22,158 | 2.3% | $0 | protected | |
| COST | COSTCO WHOLESALE CORP | 20 | $1,005.58 | $20,112 | 2.1% | $10,112 | taxed | |
| NVDA | NVIDIA CORP | 90 | $210.73 | $18,966 | 2.0% | $9,044 | mixed | |
| HD | HOME DEPOT INC | 50 | $318.70 | $15,935 | 1.6% | $6,435 | taxed | |
| WMT | WALMART INC | 130 | $118.34 | $15,384 | 1.6% | $8,884 | taxed | |
| UNH | UNITEDHEALTH GROUP INC | 35 | $383.17 | $13,411 | 1.4% | $-2,921 | mixed | |
| CVX | CHEVRON CORP | 70 | $181.87 | $12,731 | 1.3% | $4,331 | taxed | |
| DIS | WALT DISNEY CO | 100 | $104.63 | $10,463 | 1.1% | $-537 | taxed | |
| MA | MASTERCARD INC | 20 | $496.51 | $9,930 | 1.0% | $3,930 | taxed | |
| PEP | PEPSICO INC | 60 | $148.18 | $8,891 | 0.9% | $1,091 | taxed | |
| HON | HONEYWELL INTERNATIONAL | 35 | $234.00 | $8,190 | 0.8% | $2,190 | taxed | |
| PFE | PFIZER INC | 200 | $26.33 | $5,266 | 0.5% | $-4,734 | taxed | |
| NFLX | NETFLIX INC | 12 | $87.56 | $1,051 | 0.1% | $-1,949 | taxed |