Top 50 Capital Financial Group Inc\Co\ /Adv Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 9.36% | 222.5K | $17.0M | -3.56%(-8.22K) | $79.28(+10.20%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 6.95% | 293.4K | $12.7M | -0.03%(-100) | $42.02(+8.60%) | 2026-03-31 | |
| USMV | ISHARES TR | 6.69% | 131.3K | $12.2M | +0.76%(+987) | $94.64(-0.35%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 3.28% | 127.4K | $6.0M | +0.60%(+756) | $46.81(+11.56%) | 2026-03-31 | |
| IJH | ISHARES TR | 2.78% | 75.1K | $5.1M | -2.15%(-1.65K) | $65.63(+11.43%) | 2026-03-31 | |
| GSSC | GOLDMAN SACHS ETF TR | 2.73% | 66.6K | $5.0M | -1.51%(-1.02K) | $75.26(+11.07%) | 2026-03-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 2.69% | 112.3K | $4.9M | +2.44%(+2.67K) | $44.36(-1.85%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.64% | 19.0K | $4.8M | +1.09%(+205) | $263.24(+13.53%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.5% | 15.5K | $4.6M | +1.09%(+167) | $318.71(-5.79%) | 2026-03-31 | |
| GIGB | GOLDMAN SACHS ETF TR | 2.22% | 88.4K | $4.0M | +4.98%(+4.19K) | $46.45(-1.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -3.00% | -8.75% |
| Top 20 Holdings Unweighted | +2.22% | +6.81% |
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