StockDriftsStockDriftsTop 50 Cynosure Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | 14.3% | 1.14M | $114.5M | -4.35%(-51.67K) | $100.61(-0.09%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 8.55% | 229.1K | $68.4M | +143.89%(+135.14K) | $578.48(+29.33%) | 2026-03-31 | |
| SHV | ISHARES TR | 7.54% | 546.4K | $60.3M | -2.15%(-12.01K) | $110.36(-0.14%) | 2026-03-31 | |
| IWF | ISHARES TR | 6.65% | 124.8K | $53.2M | -0.68%(-853) | $276.48(-54.47%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.28% | 70.7K | $42.3M | +6.54%(+4.34K) | $495.98(+38.66%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 4% | 262.9K | $32.0M | +7637.29%(+259.51K) | $113.54(+14.11%) | 2026-03-31 | |
| CRCL | CIRCLE INTERNET GROUP INC | 3.81% | 319.3K | $30.5M | -6.96%(-23.87K) | $105.94(+16.93%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 3.23% | 222.1K | $25.8M | -27.78%(-85.46K) | $114.48(+1.93%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.06% | 42.4K | $24.5M | +224.63%(+29.35K) | $564.44(+27.52%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.9% | 35.4K | $23.2M | -96.08%(-867.82K) | $665.97(+12.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.47% | +50.01% |
| Top 20 Holdings Unweighted | +16.46% | +57.94% |
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