StockDriftsStockDriftsTop 50 Brian Low Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SWP | SWP GROWTH & INCOME ETF | 12.81% | 708.6K | $18.8M | +7.74%(+50.92K) | $25.45(+11.45%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP COM | 5.54% | 48.0K | $8.2M | -1.83%(-898) | $112.60(+34.61%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 3.75% | 14.9K | $5.5M | +31.89%(+3.61K) | $442.78(-8.49%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 3.56% | 20.6K | $5.2M | +9.78%(+1.84K) | $220.95(+35.26%) | 2026-03-31 | |
| GOOGL | ALPHABET INC CAP STK CL A | 2.46% | 12.6K | $3.6M | +12.49%(+1.40K) | $188.81(+113.25%) | 2026-03-31 | |
| EFA | ISHARES MSCI EAFE ETF | 2.32% | 35.1K | $3.4M | +7.22%(+2.36K) | $86.64(+19.84%) | 2026-03-31 | |
| AVGO | BROADCOM INC COM | 2.03% | 9.7K | $3.0M | +7.96%(+712) | $245.20(+69.98%) | 2026-03-31 | |
| MBB | ISHARES MBS ETF | 2.01% | 31.2K | $3.0M | -0.05%(-15) | $93.78(+0.61%) | 2026-03-31 | |
| SPSB | STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF | 1.63% | 79.9K | $2.4M | +0.23%(+182) | $30.14(-0.47%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHS COM | 1.61% | 9.8K | $2.4M | +8.60%(+773) | $277.51(-22.66%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.62% | +24.63% |
| Top 20 Holdings Unweighted | +5.69% | +18.04% |
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