StockDriftsStockDriftsTop 50 Bridgeport Financial Solutions, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 8.67% | 46.8K | $30.6M | +2.62%(+1.19K) | $584.83(+24.31%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 4.97% | 378.0K | $17.5M | +5.81%(+20.76K) | $39.16(+26.22%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 4.6% | 344.9K | $16.2M | +10.97%(+34.08K) | $47.05(-0.54%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.59% | 21.2K | $12.7M | +14.48%(+2.68K) | $545.62(+21.93%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.26% | 45.3K | $11.5M | -0.52%(-239) | $236.11(+20.36%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.85% | 172.8K | $10.1M | -21.73%(-47.97K) | $51.86(+24.43%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.51% | 18.4K | $8.8M | -7.65%(-1.53K) | $459.34(+1.35%) | 2026-03-31 | |
| USMV | ISHARES TR | 2.29% | 87.0K | $8.1M | -4.15%(-3.77K) | $90.30(+4.61%) | 2026-03-31 | |
| IEMG | ISHARES INC | 1.73% | 87.4K | $6.1M | +72.06%(+36.61K) | $61.09(+31.20%) | 2026-03-31 | |
| SHYG | ISHARES TR | 1.72% | 143.5K | $6.1M | -11.88%(-19.35K) | $43.14(-1.69%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.90% | +15.45% |
| Top 20 Holdings Unweighted | +5.10% | +16.09% |
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