StockDriftsStockDriftsTop 50 Carter Financial Group, INC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BRK.B | Berkshire Hathaway Inc Class B | 12.36% | 41.7K | $20.0M | -2.14%(-910) | $505.46(-3.95%) | 2026-03-31 | |
| QQQM | Invesco NASDAQ 100 ETF | 6.84% | 46.5K | $11.1M | -1.68%(-795) | $210.62(+39.66%) | 2026-03-31 | |
| DIVO | Amplify CWP Enhanced Dividend Income ETF | 4.99% | 180.0K | $8.1M | -1.06%(-1.94K) | $41.63(+9.14%) | 2026-03-31 | |
| DBEF | Xtrackers MSCI EAFE Hedged Equity ETF | 4.23% | 138.4K | $6.8M | +2.69%(+3.62K) | $43.93(+18.92%) | 2026-03-31 | |
| AAPL | Apple Inc | 4% | 25.5K | $6.5M | +1.49%(+375) | $214.86(+39.10%) | 2026-03-31 | |
| BLOK | Amplify Blockchain Technology ETF | 3.97% | 128.8K | $6.4M | -0.64%(-836) | $47.55(+35.05%) | 2026-03-31 | |
| BITB | Bitwise Bitcoin ETF | 3.1% | 136.3K | $5.0M | +0.95%(+1.29K) | $52.11(-17.05%) | 2026-03-31 | |
| NVDA | NVIDIA Corp | 3.06% | 28.3K | $4.9M | -0.81%(-230) | $137.08(+64.74%) | 2026-03-31 | |
| CALF | Pacer US Small Cap Cash Cows 100 ETF | 2.94% | 106.0K | $4.8M | -0.46%(-490) | $39.00(+20.50%) | 2026-03-31 | |
| BNDI | NEOS Enhanced Income Aggregate Bond ETF | 2.92% | 99.9K | $4.7M | +3.74%(+3.60K) | $47.15(-0.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.41% | +1.24% |
| Top 20 Holdings Unweighted | +3.12% | +9.66% |
Sign up free to track Carter Financial Group, INC., compare funds side by side, and get alerts the moment positions change.