Top 28 Financial Concepts Unlimited INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DIA | SPDR DOW JONES INDL AVERAGE ETF TR UNIT SE | 14.84% | 35.8K | $16.6M | new | $471.88(+11.87%) | 2026-03-31 | |
| FLCV | FEDERATED HME MDT LAR VAL ETF NAV CF | 8.78% | 310.9K | $9.8M | new | $31.31(+14.42%) | 2026-03-31 | |
| FSCC | FEDERATED HME MDT SML COR ETF NAV CF | 5.35% | 201.0K | $6.0M | new | $29.85(+21.81%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 4.91% | 8.4K | $5.5M | new | $669.08(+11.86%) | 2026-03-31 | |
| MKTN | FEDERATED HERMES ETF TR MDT | 4.68% | 201.3K | $5.2M | new | $25.81(+1.20%) | 2026-03-31 | |
| FDV | FEDERATED HERMS U S STRG DIV ETF | 3.34% | 120.9K | $3.7M | new | $29.70(+8.37%) | 2026-03-31 | |
| DGRO | ISHARES TR CORE DIV GRWTH | 2.79% | 44.4K | $3.1M | new | $69.80(+10.69%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.77% | 7.8K | $2.0M | new | $262.82(+17.43%) | 2026-03-31 | |
| OEF | ISHARES S&P 100 ETF | 1.75% | 6.2K | $2.0M | new | $330.52(+10.76%) | 2026-03-31 | |
| BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | 1.31% | 18.6K | $1.5M | new | $78.61(-1.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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