StockDriftsStockDriftsTop 50 Catalyst Financial Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 15.51% | 201.1K | $131.4M | +5.44%(+10.38K) | $474.71(+57.66%) | 2026-03-31 | |
| IEFA | ISHARES TR | 8.62% | 806.4K | $73.0M | +9.41%(+69.37K) | $71.30(+36.46%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.68% | 122.9K | $31.2M | +9.04%(+10.18K) | $173.28(+78.11%) | 2026-03-31 | |
| STT | STATE STR CORP | 3.39% | 227.1K | $28.7M | -78.23%(-815.89K) | $97.69(+74.73%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.31% | 414.9K | $28.0M | -4.37%(-18.95K) | $51.49(+47.77%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.29% | 159.8K | $27.9M | +11.88%(+16.97K) | $75.25(+158.90%) | 2026-03-31 | |
| AGG | ISHARES TR | 3.21% | 274.0K | $27.2M | +8.96%(+22.54K) | $98.10(+0.52%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.17% | 215.8K | $26.8M | -7.73%(-18.07K) | $100.51(+45.73%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.83% | 711.4K | $24.0M | +8.41%(+55.16K) | $33.92(-0.65%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.22% | 50.9K | $18.8M | +6.61%(+3.15K) | $332.81(+17.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.80% | +47.39% |
| Top 20 Holdings Unweighted | +14.26% | +49.16% |
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