StockDriftsStockDriftsTop 50 Bms Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 10.7% | 36.8K | $16.4M | -47.09%(-32.76K) | — | 2023-06-30 | |
| QQEW | FIRST TR NAS100 EQ WEIGHTED | 6.76% | 97.0K | $10.4M | new | — | 2023-06-30 | |
| DLN | WISDOMTREE TR | 6.13% | 147.8K | $9.4M | new | — | 2023-06-30 | |
| SPTI | SPDR SER TR | 5.43% | 294.2K | $8.3M | +3440.92%(+285.87K) | — | 2023-06-30 | |
| SPGP | INVESCO EXCHANGE TRADED FD T | 5.25% | 88.6K | $8.0M | +351.39%(+68.98K) | — | 2023-06-30 | |
| IUSB | ISHARES TR | 3.22% | 108.6K | $4.9M | -47.37%(-97.76K) | — | 2023-06-30 | |
| BSV | VANGUARD BD INDEX FDS | 2.74% | 55.6K | $4.2M | -60.76%(-86.11K) | — | 2023-06-30 | |
| SPSB | SPDR SER TR | 2.57% | 133.8K | $3.9M | new | — | 2023-06-30 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 2.55% | 161.5K | $3.9M | new | — | 2023-06-30 | |
| IWY | ISHARES TR | 2.52% | 24.4K | $3.9M | -47.36%(-21.93K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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