StockDriftsStockDriftsTop 47 AtlasMark Financial, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 20.21% | 50.9K | $31.3M | +0.00%(+0) | $149.43(+378.30%) | 2026-03-31 | |
| IVV | ISHARES TR | 14.61% | 33.0K | $22.6M | +0.00%(+0) | $368.80(+102.21%) | 2026-03-31 | |
| IJH | ISHARES TR | 7.61% | 178.5K | $11.8M | +0.00%(+0) | $46.68(+56.67%) | 2026-03-31 | |
| IVE | ISHARES TR | 5.14% | 37.6K | $8.0M | +0.00%(+0) | $168.94(+32.97%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4.36% | 97.2K | $6.7M | +0.00%(+0) | $44.63(+63.94%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.1% | 51.5K | $6.3M | +0.00%(+0) | $105.01(+30.70%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.96% | 51.0K | $6.1M | +0.00%(+0) | $80.47(+68.11%) | 2026-03-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.27% | 7.4K | $5.1M | +0.00%(+0) | $298.39(+148.77%) | 2026-03-31 | |
| IEFA | ISHARES TR | 3.21% | 55.5K | $5.0M | +0.00%(+0) | $67.82(+43.22%) | 2026-03-31 | |
| DIA | SPDR DOW JONES INDL AVERAGE | 3.17% | 10.2K | $4.9M | +0.00%(+0) | $267.51(+85.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.85% | -11.12% |
| Top 20 Holdings Unweighted | -3.86% | -11.13% |
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