THEMATIC
Public.com Dividend Growth Plan

PUBDIV

Index Performance

+3.24%
PUBDIV
+6.19%
TMLARGE
Aug 27, 2024Sep 5, 2024Sep 13, 2024Sep 24, 2024Oct 2, 2024Oct 10, 2024Oct 18, 2024Oct 28, 2024Nov 5, 2024Nov 13, 2024Nov 25, 2024-10%0%10%

Overview

Description

This index tracks the investment plan "Dividend Growth" created by Public.com. From the plan description: U.S. stocks from companies with a history of consistently growing dividends, defined using the top 20 holdings by weight from the iShares Core Dividend Growth ETF (DGRO).

  • TickerPUBDIV
  • Inception Date11/27/2023
  • WeightingEqual
  • # of holdings20
What's inside?
Sectors
  • Health Technology
    27.90%
  • Electronic Technology
    15.29%
  • Consumer Non-Durables
    14.13%
  • Finance
    11.64%
  • Energy Minerals
    10.47%
  • Retail Trade
    5.38%
  • Consumer Services
    5.31%
  • Health Services
    5.17%
  • Technology Services
    4.71%

Holdings

All holdings as of November 25, 2024
CSV download
Bristol Myers Squibb Co. (BMY)5.88%$119.22B8.44%55.64%3.13
JPMorgan Chase & Co. (JPM)5.83%$704.65B11.37%N/A5.34
Bank of America Corp. (BAC)5.81%$364.46B14.11%N/A5.40
Cisco Systems, Inc. (CSCO)5.57%$233.95B-5.64%64.74%4.47
Chevron Corp. (CVX)5.38%$288.18B-7.02%14.81%1.48
The Home Depot, Inc. (HD)5.38%$425.82B6.65%31.40%2.96
Comcast Corp. (CMCSA)5.31%$164.90B6.49%56.05%2.08
UnitedHealth Group, Inc. (UNH)5.17%$557.54B10.35%N/A1.61
Exxon Mobil Corp. (XOM)5.09%$527.28B-2.81%22.23%1.61
Procter & Gamble Co. (PG)5.01%$417.76B-0.61%52.25%5.39
Apple, Inc. (AAPL)5.00%$3.52T2.02%46.21%9.11
Broadcom Inc. (AVGO)4.73%$769.80B47.27%58.15%15.61
Microsoft Corp. (MSFT)4.71%$3.11T16.04%69.35%12.72
PepsiCo, Inc. (PEP)4.69%$223.70B-0.58%55.70%3.06
Johnson & Johnson (JNJ)4.64%$375.06B5.27%69.19%4.64
AbbVie, Inc. (ABBV)4.52%$312.89B3.83%71.00%7.45
The Coca-Cola Co. (KO)4.43%$277.34B-0.54%61.22%7.33
Pfizer Inc. (PFE)4.35%$148.31B33.78%60.85%3.73
Amgen, Inc. (AMGN)4.26%$158.03B23.11%60.87%6.99
Merck & Co., Inc. (MRK)4.25%$255.90B4.42%73.43%4.96
Market data by FactSet