Financial Concepts Unlimited, Inc. - Portfolio overview

Financial Concepts Unlimited, Inc. has 28 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. DIA - SPDR DOW JONES INDL AVERAGE ETF TR UNIT SE, 26.70%
2. FLCV - FEDERATED HME MDT LAR VAL ETF NAV CF, 15.79%
3. FSCC - FEDERATED HME MDT SML COR ETF NAV CF, 9.62%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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