StockDriftsStockDriftsTop 48 BG Investment Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 17.76% | 469.0K | $21.4M | +14.13%(+58.07K) | $45.90(-0.93%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 13.53% | 325.4K | $16.3M | +15.79%(+44.36K) | $48.27(+26.56%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.54% | 19.4K | $12.7M | -4.15%(-842) | $582.07(+28.58%) | 2026-03-31 | |
| IEFA | ISHARES TR | 5.94% | 79.0K | $7.2M | -2.34%(-1.89K) | $74.60(+30.44%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 5.27% | 170.7K | $6.4M | +25.06%(+34.21K) | $33.43(+20.59%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 5.16% | 112.6K | $6.2M | +13.36%(+13.27K) | $52.63(+16.44%) | 2026-03-31 | |
| FDHY | FIDELITY COVINGTON TRUST | 3.89% | 96.5K | $4.7M | +23.67%(+18.46K) | $48.89(+0.42%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.79% | 80.6K | $4.6M | +96.90%(+39.68K) | $57.27(-0.98%) | 2026-03-31 | |
| IWD | ISHARES TR | 2.59% | 14.6K | $3.1M | -2.33%(-349) | $187.47(+31.66%) | 2026-03-31 | |
| IGSB | ISHARES TR | 2.48% | 56.8K | $3.0M | +5.08%(+2.75K) | $52.21(+0.07%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -2.85% | -8.32% |
| Top 20 Holdings Unweighted | -2.13% | -6.25% |
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