StockDriftsStockDriftsTop 50 Capital Square, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD TOTAL STOCK MARKET ETF | 6.78% | 41.8K | $14.7M | +12.14%(+4.52K) | $252.68(+45.94%) | 2026-03-31 | |
| PFF | ISHARES TR PFD AND INCM SEC | 3.39% | 233.6K | $7.4M | +695.27%(+204.21K) | $30.79(-1.02%) | 2026-03-31 | |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | 2.32% | 271.2K | $5.0M | +59.55%(+101.22K) | $17.62(+0.74%) | 2026-03-31 | |
| AMZN | AMAZON COM INCORPORATED | 2.28% | 18.8K | $5.0M | -4.39%(-862) | $110.48(+119.65%) | 2026-03-31 | |
| MO | ALTRIA GROUP INCORPORATED | 2.06% | 67.0K | $4.5M | +2.67%(+1.74K) | $46.60(+56.04%) | 2026-03-31 | |
| DIVO | AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF | 2.01% | 95.7K | $4.4M | +22.18%(+17.37K) | $40.38(+14.99%) | 2026-03-31 | |
| LLY | ELI LILLY & COMPANY | 1.95% | 4.8K | $4.2M | -13.90%(-772) | $287.66(+321.99%) | 2026-03-31 | |
| BND | VANGUARD TOTAL BOND MARKET ETF | 1.77% | 52.1K | $3.8M | +17.17%(+7.63K) | $78.47(-6.83%) | 2026-03-31 | |
| FLXR | TCW FLEXIBLE INCOME ETF | 1.77% | 97.3K | $3.8M | -5.21%(-5.34K) | $39.49(-1.11%) | 2026-03-31 | |
| AAPL | APPLE INCORPORATED | 1.69% | 13.6K | $3.7M | +7.67%(+965) | $87.57(+252.43%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.29% | +27.01% |
| Top 20 Holdings Unweighted | +9.40% | +30.95% |
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