StockDriftsStockDriftsTop 50 Elm3 Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMZN | AMAZON COM INC | 6.46% | 36.7K | $7.6M | -0.43%(-158) | $203.80(+34.23%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 6.09% | 41.3K | $7.2M | -2.80%(-1.19K) | $127.86(+53.68%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 4.27% | 16.3K | $5.1M | -0.95%(-156) | $202.17(+111.39%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.39% | 6.9K | $4.0M | -0.47%(-33) | $499.65(+36.42%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.13% | 4.0K | $3.7M | -1.80%(-74) | $828.97(+19.29%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.12% | 10.0K | $3.7M | -1.43%(-145) | $425.90(-3.41%) | 2026-03-31 | |
| ICLO | INVESCO ACTIVELY MANAGED EXC | 3.08% | 143.0K | $3.6M | -10.51%(-16.79K) | $25.64(-0.23%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 2.87% | 14.3K | $3.4M | -0.07%(-10) | $205.20(+36.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.84% | 13.2K | $3.4M | -1.31%(-176) | $241.71(+17.57%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 2.62% | 21.4K | $3.1M | +0.00%(+1) | $121.53(+33.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.08% | +22.76% |
| Top 20 Holdings Unweighted | +6.57% | +21.02% |
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