StockDriftsStockDriftsTop 50 Bleakley Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.33% | 521.6K | $340.7M | +29.60%(+119.15K) | $639.52(+16.61%) | 2026-03-31 | |
| CEF | SPROTT ASSET MANAGEMENT LP | 3.13% | 4.19M | $200.1M | -13.57%(-658.39K) | $17.47(+197.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.85% | 717.7K | $182.2M | +4.61%(+31.62K) | $156.55(+90.91%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.7% | 2.56M | $172.9M | +38.32%(+709.32K) | $65.00(+12.50%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.58% | 1.32M | $164.6M | +22.18%(+240.32K) | $115.61(+17.01%) | 2026-03-31 | |
| VV | VANGUARD INDEX FDS | 2.48% | 529.4K | $158.2M | +4.07%(+20.69K) | $187.85(+81.69%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.14% | 783.1K | $136.6M | +10.03%(+71.37K) | $68.74(+228.54%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.12% | 472.7K | $135.8M | +9.26%(+40.07K) | $56.67(+35.94%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 1.99% | 195.7K | $127.2M | +12.22%(+21.31K) | $444.00(+67.19%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 1.78% | 579.0K | $113.6M | +2.14%(+12.11K) | $137.07(+52.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.86% | +55.52% |
| Top 20 Holdings Unweighted | +15.64% | +54.65% |
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