ADT 2176 Balanced Portfolio Series 23 is a unit investment trust designed to offer a diversified investment exposure through a balanced portfolio of securities. It primarily invests in a mix of common stocks across multiple sectors including communication services, consumer discretionary, and closed-end funds, with notable holdings in companies like AT&T, Verizon Communications, and Eaton Vance dividend funds. The portfolio emphasizes investments in both large and mid-sized companies, spanning various industries to maintain balance between growth and income. It operates on a passive management approach, meaning it generally holds onto its securities regardless of market fluctuations. This portfolio provides investors with diversified asset allocation aimed at balancing risk and return by combining equity securities with closed-end funds that offer income potential. Established in 2023, ADT 2176 plays a role in financial markets by delivering a structured and disciplined approach to investment, suitable for investors seeking broad market participation without active portfolio management.
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