StockDriftsStockDriftsTop 25 Erickson Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 28.26% | 1.06M | $45.1M | +1.20%(+12.55K) | $28.58(+63.26%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 17.04% | 74.0K | $27.2M | +2.88%(+2.07K) | $50.16(+69.80%) | 2026-03-31 | |
| ESGU | ISHARES TR | 12.09% | 136.4K | $19.3M | +1.97%(+2.63K) | $104.86(+50.44%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 8.29% | 22.9K | $13.2M | +1.94%(+436) | $381.02(+78.89%) | 2026-03-31 | |
| IWO | ISHARES TR | 5.19% | 26.4K | $8.3M | +0.73%(+191) | $254.44(+44.71%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 5.11% | 98.5K | $8.2M | +5.44%(+5.08K) | $90.27(-8.60%) | 2026-03-31 | |
| AGG | ISHARES TR | 5% | 80.4K | $8.0M | +5.33%(+4.07K) | $109.97(-10.18%) | 2026-03-31 | |
| QQQJ | INVESCO EXCH TRADED FD TR II | 4.78% | 210.8K | $7.6M | +0.92%(+1.92K) | $32.29(+27.39%) | 2026-03-31 | |
| USIG | ISHARES TR | 3.33% | 103.7K | $5.3M | +4.85%(+4.80K) | $49.53(+3.19%) | 2026-03-31 | |
| HYMB | SPDR SERIES TRUST | 2.74% | 176.6K | $4.4M | +17.57%(+26.39K) | $27.81(-10.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.92% | +47.84% |
| Top 20 Holdings Unweighted | +10.54% | +35.07% |
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