| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JS Jason Skolnick FIRST NATIONAL Corp. /MA/ /ADV | 9,602 | $426,136.76 | $668,971.34 | $242,834.58 | 56.99% |
| AC Adam Claypool First Community Trust Na | 53 | $2,861 | $3,693.04 | $832.04 | 29.08% |
Bank of Italy Bank of Italy | 2.55M | $72.32M | $177.06M | $104.74M | 144.82% |
Jeff Ameen Spire Wealth Management | 76 | $4,826.76 | $5,297.2 | $470.44 | 9.75% |
| RWP Ridgecrest Wealth Partners LLC Ridgecrest Wealth Partners LLC | 5,139 | $263,733.93 | $356,826.46 | $93,092.53 | 35.3% |
| ARCA Exchange | US Country |
The described entity is a financial instrument, specifically a fund, that focuses on investing in a broad spectrum of large- and medium-capitalization companies within the U.S. market. This fund aims to mirror the composition and performance of an undisclosed index by investing directly in the securities that form part of the index, maintaining the same weightings as the index itself. It commits to allocating at least 80% of its net assets, in addition to any funds borrowed for investment purposes, towards equity securities of companies incorporated in the United States. Notably, this fund is classified as non-diversified, indicating a focus on specific securities, which may lead to higher risk and potential for larger gains or losses compared to more diversified funds.
This service involves the direct purchase of equity securities from large- and medium-cap U.S. companies. By mimicking the structure and weightings of a specific index, the fund aims to achieve similar returns to those of the index it tracks. This strategy involves a significant commitment to the U.S. market and requires careful selection of securities to maintain the fund's investment objectives.