| Company Name | % of Portfolio | Return | No. of Transactions | Last Transaction | â–¼Date | |
|---|---|---|---|---|---|---|
SPHDInvesco S&P 500 High Dividend Low Volatility ETF | 15.83% | â–²26.74% | 69 | Buy | Oct 27, 2026 | |
VOOVanguard S&P 500 ETF | 16.48% | â–²47.92% | 40 | Buy | Oct 26, 2026 | |
ORealty Income | 2.65% | â–²10.97% | 62 | Buy | Oct 23, 2026 | |
JPMJPMorgan Chase | 1.31% | â–²98.56% | 21 | Buy | Oct 23, 2026 | |
APDAir Products and Chemicals | 1.43% | â–²14.30% | 12 | Buy | Oct 23, 2026 | |
MAMastercard | 1.92% | â–²17.88% | 10 | Buy | Oct 23, 2026 | |
SCHDSchwab US Dividend Equity ETF | 18.34% | â–²44.89% | 42 | Buy | Oct 05, 2026 | |
QQQMInvesco NASDAQ 100 ETF | 6.16% | â–²24.89% | 17 | Buy | Oct 05, 2026 | |
MOAltria Group | 5.5% | â–²92.17% | 27 | Buy | Sep 28, 2026 | |
BLKBlackRock | 0.8% | â–²52.93% | 21 | Buy | Sep 28, 2026 | |
UNHUnitedHealth | 2.57% | â–²1.73% | 19 | Buy | Sep 28, 2026 | |
VICIVICI Properties | 4.41% | â–¼7.51% | 25 | Buy | Sep 28, 2026 | |
GOOGLAlphabet Class A | 1.5% | â–²21.92% | 9 | Buy | Sep 13, 2026 | |
MSFTMicrosoft | 2.15% | â–²48.59% | 24 | Buy | Aug 25, 2026 | |
ADMArcher Daniels Midland | 1.24% | â–²33.74% | 7 | Buy | Aug 24, 2026 | |
HSYThe Hershey Company | 0.77% | â–¼6.51% | 13 | Buy | Aug 20, 2026 | |
CLXClorox | 1.21% | â–¼5.68% | 2 | Buy | Aug 20, 2026 | |
AAPLApple | 0.45% | â–²24.99% | 19 | Buy | Aug 19, 2026 | |
TGTTarget | 1.86% | â–²31.09% | 23 | Buy | Aug 19, 2026 | |
VVisa | 4.55% | â–²58.90% | 23 | Buy | Aug 19, 2026 |