StockDriftsStockDriftsTop 29 Broussard Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| USFR | WISDOMTREE TR | 15.02% | 373.0K | $18.8M | +8.68%(+29.78K) | $50.30(+0.24%) | 2026-03-31 | |
| UAUG | INNOVATOR ETFS TRUST | 12.95% | 411.3K | $16.2M | +4.61%(+18.12K) | $39.61(+4.87%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 11.08% | 157.1K | $13.9M | -6.19%(-10.37K) | $76.97(+14.58%) | 2026-03-31 | |
| IOCT | INNOVATOR ETFS TRUST | 11.02% | 393.1K | $13.8M | +3.19%(+12.15K) | $34.53(+5.57%) | 2026-03-31 | |
| EOCT | INNOVATOR ETFS TRUST | 7.75% | 303.4K | $9.7M | +4.19%(+12.19K) | $31.39(+8.13%) | 2026-03-31 | |
| AGGY | WISDOMTREE TR | 6.38% | 183.6K | $8.0M | +7.31%(+12.51K) | $44.13(-1.55%) | 2026-03-31 | |
| TUA | SIMPLIFY EXCHANGE TRADED FUN | 6.28% | 372.3K | $7.9M | +7.54%(+26.11K) | $21.86(-5.08%) | 2026-03-31 | |
| FXY | INVESCO CURRENCYSHARES | 4.63% | 100.0K | $5.8M | +22.57%(+18.41K) | $60.04(-3.12%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.63% | 102.2K | $5.8M | +6.40%(+6.15K) | $56.11(+7.26%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 4.47% | 121.8K | $5.6M | +2.02%(+2.41K) | $43.17(+3.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.11% | +19.49% |
| Top 20 Holdings Unweighted | +9.06% | +29.71% |
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