James Leonard Porfolio Website

Personal Phone: 1(630)607-2904

Personal Email: [email protected]

Business Phone: 1(872)228-5966

Business Email: [email protected]

Company: American Data Refinement LLC

Visit My Company's Website: American Data Refinement LLC

Certificates

Bachelor's Degree: University of Kansas in Business Analytics

Google Coursera: Foundations of Cybersecurity

Qlik Sense: Data Architect Certification

Microsoft Certified: Power BI Data Analyst Associate

Stock Portfolio

Individual

Ticker Company Average Cost Green or Red Percentage (Updated Monthly)
VOO Vanguard SP500 Index Fund $529.37 Green +18.44%
VTI Vanguard Total Market Index Fund $200.00 Green +87.03%

Roth IRA

Ticker Company Average Cost Green or Red Percentage (Updated Monthly)
AVAV Aerovironment $313.58 Red -61.16%
AMZN Amazon $194.15 Green +28.77%
APPL Apple $164.03 Green +109.39%
BA Boeing $209.21 Red -9.08%
ICHR Ichor Holdings SHS $16.82 Green +150.36%
LMT Lockheed Martin $446.57 Green +23.63%
MSFT Microsoft $235.56 Green +124.59%
NOC Northrop Grumman $440.87 Green +17.92%
PL Planet Lab $26.46 Red -48.76%
SCHY Schwab International Dividend Equity ETF $20.34 Green +61.42%
SCHD Schwab US Dividend Equity ETF $20.34 Green +52.13%
SMCI Super Micro Computer Inc $21.81 Green +45.06%
TTWO Take-Two Interactive $192.94 Green +6.40%
VOO Vanguard SP500 Index Fund $513.77 Green +36.56%

SEP IRA

Ticker Company Average Cost Green or Red Percentage (Updated Monthly)
AAPL Apple $178.62 Green +92.29%
AMD Advanced Micro Devices $84.94 Green +522.50%
AMZN Amazon $132.20 Green +89.10%
BA Boeing $224.39 Red -15.23%
CRSP Crispr Therapeutics $224.39 Red -20.42%
DIS Disney $222.95 Green +3.84%
FTEC Fidelity MSCI Information Technology Index ETF $170.69 Green +66.07%
GOOGL Google $99.53 Green +242.20%
INTC Intel $28.21 Green +218.52%
KO COCA-COLA $61.88 Green +51.74%
LMT Lockheed Martin 414.34 Green +33.24%
LMT Lockheed Martin $280.73 Green +3.65%
LULU Lulu Lemon $302.66 Red -67.92%
LUV Southwest Airlines $36.11 Green +9.40%
META Meta platforms $97.97 Green +624.06%
MMM 3M $85.78 Green +92.07%
MSFT Microsoft $231.57 Green +128.47%
NKE Nike $99.63 Red -62.73%
NOC Northrop Grumman $19.06 Green +19.06%
NVDA NVIDIA $13.71 Green +1,461.44%
OSK Oshkosh Corp $86.91 Green +46.16%
RIVN Rivian $17.00 Red -26.95%
RKLB Rocket Lab $4.71 Green +980.32%
SOFI Sofi Technologies Inc $137.77 Green +137.77%
TGT Target $149.06 Green +3.49%
TM Toyota $149.06 Green +3.49%
Tesla TSLA $185.86 Green +90.86%
UNP Union Pacific $196.50 Green +47.09%
UPS United Postal Service $166.86 Red -41.58%
V Visa $257.78 Green +56.18%
VOO Vanguard SP500 Index Fund $531.26 Green +32.06%