SDIRA

Portfolio Value

Stock Shares AVG cost basis Price Value FWD Dividends XIRR YoC Avg DGR Min DGR
Total (29): $68,280.16 $2,478.87 14.30% 5.76%
ABBV 11 $96.58 $265.74 $2,923.14 $76.12 24.75% 7.17% 8.53% 5.37%
ACI 11 $16.53 $12.31 $135.41 $7.48 8.00% 4.11% 2.71% -0.82%
ARCC 160 $18.98 $19.92 $3,186.40 $324.41 11.87% 10.12% 3.76% 2.42%
CVX 15 $84.85 $205.85 $3,087.75 $110.26 23.34% 8.39% 5.04% 2.99%
DUK 9 $81.65 $120.58 $1,085.18 $39.64 12.02% 5.32% 2.74% 1.98%
EPD 53 $24.22 $38.10 $2,019.04 $124.59 21.25% 9.25% 4.40% 3.70%
ET 31 $6.19 $21.16 $655.81 $42.16 37.08% 21.97% 12.38% 6.86%
FRG 5 $27.87 $29.88 $149.40 - 3.18% 6.75% 30.00% 30.00%
GD 10 $142.81 $383.12 $3,831.20 $66.47 22.34% 4.45% 8.15% 6.03%
GPC 5 $94.45 $133.81 $669.05 $21.25 10.28% 4.50% 5.60% 5.34%
HON 4.50 $149.34 $217.55 $978.97 $13.06 0.88% 0.94% 6.83% 4.66%
IIPR 2 $84.12 $56.84 $113.67 $16.03 -0.46% 9.03% 10.36% 5.42%
INTC 10 $40.35 $90.24 $902.40 - 21.58% - - -
JNJ 28 $164.62 $271.54 $7,603.12 $150.08 14.66% 3.26% 5.88% 5.07%
JPM 10 $114.49 $351.98 $3,519.85 $64.57 30.99% 5.22% 12.21% 8.31%
KMB 10 $140.33 $109.46 $1,094.57 $51.20 -0.46% 3.65% 3.88% 2.55%
LSI 25 $97.37 $133.10 $3,327.50 - 9.98% 3.70% 10.69% 5.46%
MAIN 140 $37.33 $58.40 $8,176.70 $471.75 23.30% 8.52% 2.67% 1.58%
MET 5 $44.80 $94.45 $472.25 $12.23 18.16% 5.29% 5.55% 4.32%
MMM 10 $154.22 $179.32 $1,793.20 $28.22 5.87% 2.02% -6.71% -19.10%
MO 10 $46.93 $65.91 $659.10 $42.85 15.90% 9.03% 4.75% 3.74%
O 98 $61.51 $62.76 $6,149.99 $339.10 10.94% 5.12% 4.02% 3.40%
SBUX 10 $79.74 $106.39 $1,063.90 $25.74 10.35% 3.10% 10.14% 7.58%
SCHD 12 $75.12 $35.08 $420.90 $12.12 12.55% 4.03% 10.00% 8.19%
T 200 $28.45 $25.34 $5,069 $205.12 2.73% 3.90% -6.88% -10.65%
TD 48 $66.22 $117.63 $5,646.24 $154.33 21.42% 4.86% 5.73% 3.11%
VICI 10 $25.79 $26.58 $265.75 $18.28 7.31% 6.98% 7.06% 6.32%
WBD 28 $24.08 $28.56 $799.54 - 2.94% - - -
XOM 15 $41.22 $165.41 $2,481.15 $61.80 35.36% 10.00% 4.16% 2.63%
Total: $68,280.16 $2,478.87 14.30% 5.76%