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Financial Concepts Unlimited INC

Portfolio Manager
Financial Concepts Unlimited INC
Performance
0% (N/A)
AUM (13F)
$111.59M
# of Holdings
44
Performance Rank
N/A
Allocation (Top 20)
53.83%

Financial Concepts Unlimited INC Holdings Map

Top 28 Financial Concepts Unlimited INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
DIA
SPDR DOW JONES INDL AVERAGE ETF TR UNIT SE
14.84%35.8K$16.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 35.8K shares
$471.88(+11.87%)
2026-03-31
FLCV
FEDERATED HME MDT LAR VAL ETF NAV CF
8.78%310.9K$9.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 310.9K shares
$31.31(+14.42%)
2026-03-31
FSCC
FEDERATED HME MDT SML COR ETF NAV CF
5.35%201.0K$6.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 201.0K shares
$29.85(+21.81%)
2026-03-31
IVV
ISHARES CORE S&P 500 ETF
4.91%8.4K$5.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 8.4K shares
$669.08(+11.86%)
2026-03-31
MKTN
FEDERATED HERMES ETF TR MDT
4.68%201.3K$5.2Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 201.3K shares
$25.81(+1.20%)
2026-03-31
FDV
FEDERATED HERMS U S STRG DIV ETF
3.34%120.9K$3.7Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 120.9K shares
$29.70(+8.37%)
2026-03-31
DGRO
ISHARES TR CORE DIV GRWTH
2.79%44.4K$3.1Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 44.4K shares
$69.80(+10.69%)
2026-03-31
AAPL
APPLE INC
1.77%7.8K$2.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 7.8K shares
$262.82(+17.43%)
2026-03-31
OEF
ISHARES S&P 100 ETF
1.75%6.2K$2.0Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 6.2K shares
$330.52(+10.76%)
2026-03-31
BSV
VANGUARD BD INDEX FDS SHORT TRM BOND
1.31%18.6K$1.5Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 18.6K shares
$78.61(-1.09%)
2026-03-31

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