Holdings (Monthly)
Guide ↗
Fiig Esg Stock Plan For Retirement
· Unified Series Trust| # | Name | Ticker | Since | Shares | Shares Δ | Value | Val Δ% | % Port | Cat |
|---|---|---|---|---|---|---|---|---|---|
| 1 | APPLE INC | 037833100 | Feb 2026 | 42 | +2 | $13K | +24.0% | 3.21% | EC |
| 2 | UBS GROUP AG | H42097107 | Feb 2026 | 160 | +17 | $8K | +27.5% | 1.86% | EC |
| 3 | GOLDMAN SACHS GROUP INC (THE) | 38141G104 | Feb 2026 | 7 | +2 | $7K | +67.0% | 1.76% | EC |
| 4 | MORGAN STANLEY | 617446448 | Feb 2026 | 30 | +4 | $6K | +44.1% | 1.53% | EC |
| 5 | LUNDIN MINING CORP | 550372106 | Feb 2026 | 171 | +71 | $5K | +60.3% | 1.25% | EC |
| 6 | SUMITOMO MITSUI FINANCIAL GROUP INC | 86562M209 | Feb 2026 | 224 | +57 | $5K | +31.3% | 1.21% | EC |
| 7 | JP MORGAN CHASE & COMPANY | 46625H100 | Feb 2026 | 16 | +2 | $5K | +13.9% | 1.17% | EC |
| 8 | MARUBENI CORP | J39788138 | Feb 2026 | 145 | +15 | $5K | -5.4% | 1.16% | EC |
| 9 | BANK OF AMERICA CORP | 060505104 | Feb 2026 | 88 | +32 | $5K | +62.7% | 1.11% | EC |
| 10 | SHELL PLC | G80827101 | Feb 2026 | 106 | +9 | $4K | +10.8% | 1.09% | EC |
| 11 | HITACHI LTD | J20454112 | Feb 2026 | 134 | +34 | $4K | +29.9% | 1.07% | EC |
| 12 | MERCK & COMPANY INC | 58933Y105 | Feb 2026 | 33 | +5 | $4K | +13.0% | 0.96% | EC |
| 13 | TOTALENERGIES SE | F92124100 | Feb 2026 | 35 | +5 | $3K | +28.6% | 0.75% | EC |