| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 28,586 | $1.12M | $1.14M | $22,293.65 | 2% |
| VI Vincent Incerto LaSalle St. Investment Advisors LLC | 10,444 | $407,754.65 | $413,791.28 | $6,036.63 | 1.48% |
Christopher C. Powers Farther Finance Advisors, LLC | 2,000 | $61,330 | $79,340 | $18,010 | 29.37% |
VestGen Advisors LLC VestGen Advisors LLC | 7,100 | $266,144.04 | $281,799 | $15,654.96 | 5.88% |
| DDP Daniel Da Ponte Axis Wealth Partners LLC | 5,809 | $216,998.77 | $230,559.21 | $13,560.44 | 6.25% |
| ARCA Exchange | US Country |
The company operates as an investment fund, focusing primarily on income-producing equity securities. Under normal market conditions, it commits at least 80% of its assets—including any borrowed amounts for investment purposes—towards dividend-paying equity securities. This strategic approach is designed to generate income for investors through investments in common stocks and depository receipts. The fund’s investment philosophy emphasizes the potential of dividend-paying stocks to offer investors both income and growth, aiming at a blend of stability from the dividends and potential appreciation of the equity.
Investments primarily in dividend-paying equity securities, including common stocks and depository receipts, designed to produce income. This product is suited for investors seeking regular income generation from their equity investments, alongside the opportunity for capital growth.