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SymbolNameIndustrySectorMarket CapInitial Purchase DateInitial SharesPurchase PriceCommissionInvested CapitalInitial Basis Per ShareCurrent Total SharesMarket PriceMarket ValueTOTAL RETURN% ReturnDIVIDEND RATEANNUAL DIVIDENDFORWARD YIELDYIELD ON COSTESTIMATED ANNUAL INCOMEPORTFOLIO WEIGHTING (VALUE)PORTFOLIO WEIGHTING (INCOME)
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AAPLApple Inc.Hardware/ConsumerTechnology$933.7005-01-1810$170.00$4.95$1,704.95$170.5010$191.44$1,914.40$209.4512.28%$0.730$2.921.53%1.71%$29.2030.94%17.83%
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WECWEC Energy Group IncElectric/Gas UtilityUtilities/Telcomm$20.3009-24-1315$41.23$8.95$627.39$41.8316.4387$64.84$1,065.89$438.5169.89%$0.495$1.983.05%5.19%$32.5517.23%19.87%
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WFCWells Fargo & CoBankingFinancials$276.0501-23-1318$35.00$8.95$638.95$35.5019.8264$56.41$1,118.41$479.4675.04%$0.380$1.522.69%4.72%$30.1418.08%18.40%
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WSOWatsco IncHVACIndustrials$6.8601-10-136$77.00$8.95$470.95$78.496.4383$185.73$1,195.79$724.84153.91%$0.850$3.401.83%4.65%$21.8919.33%13.36%
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XELXcel Energy IncElectric/Gas UtilityUtilities/Telcomm$23.0706-19-1520$32.77$8.95$664.35$33.2220.5271$45.63$936.65$272.3040.99%$0.340$1.362.98%4.20%$27.9215.14%17.04%
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XOMExxon Mobil CorporationOIl & GasEnergy$345.5212-31-1517$81.55$17.90$1,404.31$82.6117.0988$81.40$1,391.84-$12.47-0.89%$0.750$3.003.69%3.65%$51.3022.50%31.32%
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Cash$478.357.73%0.00%
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Totals:$3,805.95$6,186.93$1,902.6449.99%2.65%4.30%$163.79100.00%100.00%
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