StockDriftsStockDriftsTop 50 Drake & Associates, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 8.87% | 1.02M | $46.6M | +11.09%(+101.84K) | $45.70(-0.44%) | 2026-03-31 | |
| RECS | COLUMBIA ETF TR I | 8.62% | 1.16M | $45.2M | +15.29%(+153.90K) | $35.78(+20.44%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 7.91% | 894.1K | $41.5M | +12.34%(+98.21K) | $42.19(+19.00%) | 2026-03-31 | |
| IJH | ISHARES TR | 6.86% | 533.2K | $36.0M | +12.89%(+60.90K) | $56.12(+30.87%) | 2026-03-31 | |
| JAAA | JANUS DETROIT STR TR | 6.82% | 710.0K | $35.8M | +11.48%(+73.13K) | $50.08(+1.13%) | 2026-03-31 | |
| ACWI | ISHARES TR | 6.76% | 256.3K | $35.5M | +14.72%(+32.88K) | $108.57(+44.29%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 6.63% | 355.6K | $34.8M | +14.46%(+44.93K) | $72.79(+65.24%) | 2026-03-31 | |
| AFIF | TWO RDS SHARED TR | 6.46% | 3.64M | $33.9M | +9.35%(+311.32K) | $9.35(+0.59%) | 2026-03-31 | |
| IDMO | INVESCO EXCH TRADED FD TR II | 5.73% | 548.6K | $30.1M | +15.99%(+75.62K) | $50.26(+20.17%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 4.88% | 977.1K | $25.6M | +10.04%(+89.14K) | $26.82(-1.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.72% | +43.21% |
| Top 20 Holdings Unweighted | +17.06% | +60.41% |
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