StockDriftsStockDriftsTop 50 Claris Financial LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FVD | FIRST TRUST VALUE DIVIDEND INDEX ETF | 6.45% | 250.6K | $11.8M | +0.71%(+1.78K) | $44.86(+3.93%) | 2026-03-31 | |
| VUG | VANGUARD GROWTH ETF | 5.16% | 21.6K | $9.4M | +0.84%(+180) | $69.78(+25.30%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.68% | 33.7K | $8.6M | -2.50%(-864) | $233.05(+28.83%) | 2026-03-31 | |
| MTUM | ISHARES MSCI USA MOMNTUMFCT ETF | 4.6% | 35.0K | $8.4M | -0.94%(-332) | $214.13(+39.29%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 3.37% | 35.3K | $6.2M | -9.19%(-3.58K) | $137.32(+64.09%) | 2026-03-31 | |
| VTV | VANGUARD VALUE ETF | 3.07% | 28.6K | $5.6M | -1.60%(-465) | $176.10(+17.36%) | 2026-03-31 | |
| FTCS | FIRST TRUST CAPITAL STRENGTH ETF | 2.97% | 58.4K | $5.4M | +0.45%(+261) | $90.26(+2.48%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.65% | 13.1K | $4.9M | -6.93%(-975) | $449.02(-6.04%) | 2026-03-31 | |
| RDVY | FT RISING DIVIDEND ACHIEVERS ETF | 2.25% | 60.2K | $4.1M | +3.79%(+2.20K) | $62.19(+18.41%) | 2026-03-31 | |
| LMBS | FRST TRT LOW DTN OPNTS ETF IV | 2.03% | 74.5K | $3.7M | +7.38%(+5.12K) | $49.66(+0.18%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.64% | +17.90% |
| Top 20 Holdings Unweighted | +4.91% | +15.46% |
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