StockDriftsStockDriftsTop 50 ATX Financial Planning, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QFLR | INNOVATOR ETFS TRUST | 7.9% | 312.1K | $10.4M | -10.22%(-35.55K) | $33.72(+6.32%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 7.88% | 309.9K | $10.4M | +14.17%(+38.45K) | $33.21(+2.42%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 6.16% | 136.1K | $8.1M | +302.37%(+102.31K) | $59.80(-1.37%) | 2026-03-31 | |
| SFLR | INNOVATOR ETFS TRUST | 5.54% | 206.1K | $7.3M | +0.27%(+548) | $36.44(+4.05%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.84% | 26.8K | $6.4M | -3.72%(-1.04K) | $250.02(+17.65%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 4.44% | 76.3K | $5.8M | +22.60%(+14.07K) | $79.11(+10.44%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.07% | 8.2K | $5.4M | -10.40%(-953) | $677.12(+10.13%) | 2026-03-31 | |
| BFRZ | INNOVATOR ETFS TRUST | 3.85% | 192.4K | $5.1M | +8.84%(+15.62K) | $26.68(+0.68%) | 2026-03-31 | |
| CLOA | BLACKROCK ETF TRUST II | 3.61% | 91.7K | $4.8M | new | $51.79(+0.20%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 3.02% | 85.6K | $4.0M | new | $45.99(+8.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -10.97% | -29.43% |
| Top 20 Holdings Unweighted | -11.34% | -30.31% |
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