StockDriftsStockDriftsTop 50 COFG Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DBEF | DBX ETF TR | 6.8% | 556.9K | $27.5M | +0.79%(+4.35K) | $47.28(+15.79%) | 2026-03-31 | |
| QFLR | INNOVATOR ETFS TRUST | 6.4% | 777.6K | $25.9M | +0.66%(+5.08K) | $33.72(+5.71%) | 2026-03-31 | |
| BJAN | INNOVATOR ETFS TRUST | 5.22% | 395.5K | $21.1M | +2.83%(+10.88K) | $54.04(+8.85%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.99% | 79.5K | $20.2M | -0.92%(-736) | $263.24(+17.24%) | 2026-03-31 | |
| BAPR | INNOVATOR ETFS TRUST | 4.53% | 374.2K | $18.3M | -0.72%(-2.73K) | $47.44(+12.18%) | 2026-03-31 | |
| BJUL | INNOVATOR ETFS TRUST | 4.44% | 361.3K | $18.0M | -1.93%(-7.11K) | $50.21(+7.79%) | 2026-03-31 | |
| BOCT | INNOVATOR ETFS TRUST | 4.4% | 371.1K | $17.8M | -1.59%(-6.00K) | $48.92(+8.32%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 3.9% | 82.2K | $15.8M | +1.77%(+1.43K) | $190.65(+12.73%) | 2026-03-31 | |
| DGRO | ISHARES TR | 2.72% | 156.9K | $11.0M | +2.12%(+3.26K) | $68.77(+12.34%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.31% | 14.3K | $9.4M | -3.05%(-450) | $677.12(+10.53%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.72% | -31.19% |
| Top 20 Holdings Unweighted | -17.55% | -43.96% |
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