StockDriftsStockDriftsTop 50 Breakthru Advisory Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 14.29% | 13.7K | $8.9M | -0.01%(-1) | $579.92(+28.00%) | 2026-03-31 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 7.46% | 91.2K | $4.7M | +1.06%(+961) | $50.60(+0.08%) | 2026-03-31 | |
| IWM | ISHARES TR | 6.22% | 15.6K | $3.9M | +0.00%(+0) | $220.93(+27.95%) | 2026-03-31 | |
| EFA | ISHARES TR | 5.65% | 36.3K | $3.5M | +0.00%(+0) | $79.62(+30.41%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.97% | 17.8K | $3.1M | -5.91%(-1.12K) | $135.57(+66.58%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.8% | 11.8K | $3.0M | -6.08%(-764) | $233.35(+28.08%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.07% | 3.9K | $2.5M | -90.15%(-35.56K) | $606.18(+23.02%) | 2026-03-31 | |
| ESN | NORTHERN LTS FD TR II | 3.95% | 140.8K | $2.5M | -88.94%(-1.13M) | $16.69(+16.02%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.35% | 61.8K | $2.1M | -43.52%(-47.66K) | $30.68(+17.73%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.3% | 5.6K | $2.1M | -5.62%(-331) | $430.43(-5.86%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.10% | +19.44% |
| Top 20 Holdings Unweighted | +7.42% | +23.95% |
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