Monthly Return
-0.06%
Portfolio Value
$12,374,657.22M
S&P 500 Index
$4,961,552.62M
Portfolio Holdings
Stock positions for March 2025
| Company | Ticker | Start Price | End Price | Dividends | Gain |
|---|---|---|---|---|---|
Philip Morris | PM | $155.28 | $158.73 | $1.3500 | +0.03% |
Pilgrims Pride | PPC | $54.39 | $54.51 | - | +0.00% |
Targa Resources | TRGP | $201.72 | $200.47 | - | -0.01% |
Unum Group | UNM | $82.29 | $81.46 | - | -0.01% |
T-Mobile Us Inc | TMUS | $269.69 | $266.71 | - | -0.01% |
Gilead Sciences | GILD | $114.31 | $112.05 | $0.7900 | -0.01% |
Intl Bus Mach | IBM | $252.44 | $248.66 | - | -0.01% |
Fox Corp-B | FOX | $54.07 | $52.71 | $0.2700 | -0.02% |
Entergy Corp | ETR | $87.31 | $85.49 | - | -0.02% |
Exelixis Inc | EXEL | $38.69 | $36.92 | - | -0.05% |
Genpact Ltd | G | $53.22 | $50.38 | $0.1700 | -0.05% |
3M Co | MMM | $155.12 | $146.86 | - | -0.05% |
Fiserv Inc | FI | $235.69 | $220.83 | - | -0.06% |
Cbre Group Inc | CBRE | $141.94 | $130.78 | - | -0.08% |
Vornado Rlty Tr | VNO | $42.04 | $36.99 | - | -0.12% |
Discover Fin Sv | DFS | $195.19 | $170.70 | - | -0.13% |
Expedia Inc | EXPE | $197.96 | $168.10 | $0.4000 | -0.15% |
Royal Caribbean | RCL | $246.10 | $205.44 | $0.7500 | -0.16% |
Tapestry Inc | TPR | $85.42 | $70.41 | $0.3500 | -0.17% |
Interactive Brk | IBKR | $204.40 | $165.60 | - | -0.19% |