S&P 500 4,783.45 0.52%
NASDAQ 15,973.63 0.23%
DOW 37,592.98 0.35%
Breaking: Tech stocks surge as AI innovations drive market gains • Federal Reserve signals potential rate changes in upcoming meeting • Global markets respond to latest economic indicators • Major merger announcement impacts industry landscape • Dividend stocks showing strong performance in volatile market • Energy sector leads market gains as oil prices stabilize •
2.5%

Total Income

$124,234.89

5.2%

Portfolio Growth

+12.34%

1.8%

Total Assets

891

Monthly Calendar

March 2024

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Sa

Performance Overview

Asset Allocation

Performance Overview

Asset Allocation

Performance Overview

Dividend Stocks

Ticker Security Name Price ($) Yield (%) 52-Week Range Last 7 Days
BAC Bank of America $182.69 4.29%
$162.59
$242.98
C Citigroup Inc. $184.84 1.87%
$140.48
$238.44
WFC Wells Fargo & Co. $237.76 4.78%
$204.47
$294.82
GS Goldman Sachs $45.81 1.22%
$32.53
$57.72
MS Morgan Stanley $31.63 1.82%
$26.25
$42.07
BLK BlackRock Inc. $92.55 3.33%
$65.71
$107.36
USB U.S. Bancorp $116.22 2.06%
$90.65
$139.46
AXP American Express $255.04 4.98%
$193.83
$336.65
UNH UnitedHealth Group $196.66 0.76%
$145.53
$245.83
CVS CVS Health Corp. $144.38 4.51%
$114.06
$184.81