StockDriftsStockDriftsTop 50 Cgc Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HELO | JPMORGAN HEDGED EQUITY LADDERED OVERLAY ETF | 20.13% | 1.09M | $69.7M | +0.17%(+1.86K) | $54.61(+23.70%) | 2026-03-31 | |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 14.33% | 1.62M | $49.6M | -0.53%(-8.63K) | $24.68(+28.42%) | 2026-03-31 | |
| FENI | FIDELITY ENHANCED INTERNATIONAL ETF | 12.71% | 1.18M | $44.0M | +0.07%(+810) | $31.75(+23.26%) | 2026-03-31 | |
| IVW | ISHARES S&P 500 GROWTH ETF | 11.35% | 347.3K | $39.3M | +2.65%(+8.96K) | $115.53(+13.78%) | 2026-03-31 | |
| JBND | JPMORGAN ACTIVE BOND ETF | 8.39% | 539.9K | $29.0M | +19.92%(+89.68K) | $53.57(-0.32%) | 2026-03-31 | |
| JMEE | JPMORGAN SMALL & MID CAP ENHANCED EQUITY ETF | 6.55% | 339.5K | $22.7M | -0.81%(-2.79K) | $57.85(+27.04%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.51% | 333.5K | $22.5M | +0.95%(+3.15K) | $62.57(+17.10%) | 2026-03-31 | |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | 2.75% | 38.3K | $9.5M | -0.25%(-95) | $234.15(+20.22%) | 2026-03-31 | |
| IMTM | ISHARES MSCI INTL MOMENTUM FACTOR ETF | 2.44% | 176.0K | $8.5M | -14.75%(-30.45K) | $32.70(+58.11%) | 2026-03-31 | |
| NUDV | NUVEEN ESG DIVIDEND ETF | 1.76% | 198.4K | $6.1M | -0.27%(-539) | $27.77(+15.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.30% | +23.53% |
| Top 20 Holdings Unweighted | +5.96% | +18.98% |
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