| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 1,841 | $46,520.32 | $61,305.3 | $14,784.98 | 31.78% |
| REF Robert E. Frey Jr. Lakeside Advisors Inc. | 15,000 | $407,991.14 | $497,625 | $89,633.86 | 21.97% |
Amanda Hawley Atria Wealth Solutions Inc. | 17,659 | $456,767.69 | $585,837.32 | $129,069.63 | 28.26% |
| CIG CHB Investment Group LLC CHB Investment Group LLC | 36,396 | $1.1M | $1.21M | $112,827.6 | 10.28% |
Vincent Incerto LaSalle St. Investment Advisors LLC | 8,256 | $195,285.49 | $273,851.52 | $78,566.03 | 40.23% |
| ARCA Exchange | US Country |
The fund described focuses on generating income through investing in dividend-paying companies that show potential for consistent dividend growth over the medium term, specifically between three to five years. By allocating at least 80% of its assets into publicly-traded equity securities, the strategy primarily targets common and preferred stocks, including options for convertibles, rights, and warrants. This investment approach seeks to capitalize on the ability of selected companies to increase their dividend payments, which could provide investors with a steady income stream in addition to the potential for capital appreciation.
Equity investments in publicly traded companies, offering investors partial ownership and the potential for income through dividends and capital growth.
Stocks that have a higher claim on assets and earnings than common stocks, typically providing fixed dividend payments and combining features of both equity and debt instruments.
Financial instruments such as bonds or preferred shares that can be converted into a predetermined amount of the company's common stock, usually at the discretion of the holder.
Options that give investors the right, but not the obligation, to buy equity securities at a specified price before a certain date, potentially allowing for investment growth if the underlying securities increase in value.