StockDriftsStockDriftsTop 50 Artesa Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVG | NUVEEN AMT FREE MUN CR INC F | 13.09% | 1.11M | $13.7M | -1.94%(-22.00K) | $12.47(+1.56%) | 2026-03-31 | |
| IGSB | ISHARES TR | 8.75% | 174.6K | $9.2M | +6.16%(+10.13K) | $52.94(-1.06%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 7.51% | 104.7K | $7.9M | +9.28%(+8.90K) | $74.25(+10.96%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 7.24% | 44.7K | $7.6M | -14.44%(-7.55K) | $116.54(+30.05%) | 2026-03-31 | |
| PPA | INVESCO EXCHANGE TRADED FD T | 6.54% | 41.4K | $6.9M | +3.09%(+1.24K) | $156.19(+8.52%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 6.1% | 32.6K | $6.4M | +2.81%(+892) | $188.87(+10.32%) | 2026-03-31 | |
| PSI | INVESCO EXCHANGE TRADED FD T | 5.8% | 64.4K | $6.1M | +1.46%(+929) | $74.76(+103.32%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 4.22% | 48.4K | $4.4M | -1.91%(-943) | $91.56(-0.08%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 4.21% | 83.9K | $4.4M | +16.52%(+11.89K) | $47.38(+12.22%) | 2026-03-31 | |
| HACK | AMPLIFY ETF TR | 4.02% | 56.1K | $4.2M | +1.79%(+986) | $83.48(+2.00%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.24% | +78.22% |
| Top 20 Holdings Unweighted | +14.18% | +48.84% |
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