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 $291.11 3.15%
$229.98
$375.53
C Citigroup Inc. $167.81 4.41%
$149.35
$228.22
WFC Wells Fargo & Co. $215.58 4.45%
$187.55
$267.32
GS Goldman Sachs $163.98 3.90%
$141.02
$223.01
MS Morgan Stanley $108.66 1.87%
$81.50
$148.86
BLK BlackRock Inc. $202.33 1.18%
$178.05
$256.96
USB U.S. Bancorp $289.69 3.87%
$228.86
$370.80
AXP American Express $220.52 3.19%
$154.36
$277.86
UNH UnitedHealth Group $249.36 2.43%
$174.55
$344.12
CVS CVS Health Corp. $159.82 2.24%
$116.67
$222.15