StockDriftsStockDriftsTop 50 Beacon Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND | 5.04% | 574.7K | $50.5M | -0.60%(-3.45K) | $51.22(+86.78%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH INDEX FUND ETF SHARES | 2.61% | 59.9K | $26.2M | +7.20%(+4.03K) | $53.31(+64.15%) | 2026-03-31 | |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES | 2.6% | 175.7K | $26.0M | -12.84%(-25.88K) | $95.70(+62.64%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 2.59% | 39.8K | $26.0M | +24.42%(+7.81K) | $459.92(+62.14%) | 2026-03-31 | |
| FDL | FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | 2.39% | 472.0K | $24.0M | -3.92%(-19.26K) | $33.61(+47.05%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY CLASS B | 2.29% | 48.0K | $23.0M | +1.59%(+752) | $196.64(+146.90%) | 2026-03-31 | |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | 2.28% | 249.7K | $22.9M | -5.13%(-13.49K) | $91.64(-0.17%) | 2026-03-31 | |
| VTV | VANGUARD VALUE INDEX FUND ETF SHARES | 2.27% | 116.1K | $22.8M | -9.79%(-12.61K) | $174.34(+19.52%) | 2026-03-31 | |
| TFLO | ISHARES TREASURY FLOATING RATE BOND ETF | 2.27% | 449.8K | $22.8M | +0.82%(+3.65K) | $50.60(-0.11%) | 2026-03-31 | |
| DYNF | ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | 2.14% | 369.6K | $21.5M | -14.22%(-61.25K) | $48.71(+36.39%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.95% | +32.93% |
| Top 20 Holdings Unweighted | +10.27% | +34.09% |
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