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 $226.11 3.78%
$203.50
$278.12
C Citigroup Inc. $268.54 0.96%
$228.26
$343.73
WFC Wells Fargo & Co. $131.84 3.42%
$101.52
$147.66
GS Goldman Sachs $91.22 2.35%
$69.33
$120.41
MS Morgan Stanley $295.35 1.87%
$242.19
$410.54
BLK BlackRock Inc. $293.86 4.20%
$211.58
$373.20
USB U.S. Bancorp $37.77 4.31%
$30.97
$43.81
AXP American Express $248.82 4.79%
$204.03
$281.17
UNH UnitedHealth Group $225.92 1.76%
$185.25
$280.14
CVS CVS Health Corp. $188.50 3.54%
$139.49
$262.02