StockDriftsStockDriftsTop 50 Comprehensive Financial Planning, Inc./Pa Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JAAA | JANUS HENDERSON AAA CLO ETF | 6% | 172.0K | $8.7M | +1.07%(+1.82K) | $50.75(-0.24%) | 2026-03-31 | |
| NVDA | NVIDIA CORP | 5.16% | 42.8K | $7.5M | +3.23%(+1.34K) | $142.47(+58.51%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.03% | 28.6K | $7.3M | -4.29%(-1.28K) | $233.01(+28.27%) | 2026-03-31 | |
| VOO | VANGUARD S&P 500 ETF | 3.67% | 8.9K | $5.3M | +0.57%(+50) | $534.81(+27.60%) | 2026-03-31 | |
| XLG | INVESCO S&P 500 TOP 50 ETF | 3.48% | 92.0K | $5.0M | -2.99%(-2.84K) | $48.91(+29.78%) | 2026-03-31 | |
| IVV | ISHARES CORE S&P 500 ETF | 3.19% | 7.0K | $4.6M | +11.31%(+716) | $597.54(+24.80%) | 2026-03-31 | |
| META | META PLATFORMS INC CLASS CLASS A | 2.31% | 5.8K | $3.3M | -23.65%(-1.80K) | $596.30(+3.41%) | 2026-03-31 | |
| JIVE | JPMORGAN INTERNATIONAL VALUE ETF | 2.23% | 37.5K | $3.2M | +37.94%(+10.32K) | $74.43(+23.69%) | 2026-03-31 | |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | 2.13% | 36.4K | $3.1M | +0.87%(+315) | $80.70(+21.14%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.98% | 7.7K | $2.9M | -34.00%(-3.97K) | $446.89(-9.33%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.48% | +14.06% |
| Top 20 Holdings Unweighted | +4.07% | +12.71% |
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