StockDriftsStockDriftsTop 50 Financial Advisory Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCIT | VANGUARD SCOTTSDALE FDS | 15.08% | 644.3K | $53.3M | +0.68%(+4.37K) | $84.61(-2.42%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 9.44% | 76.4K | $33.4M | +9.14%(+6.40K) | $54.04(+61.94%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.77% | 86.0K | $16.9M | +7.87%(+6.27K) | $151.20(+37.81%) | 2026-03-31 | |
| VGIT | VANGUARD SCOTTSDALE FDS | 3.81% | 226.5K | $13.5M | +1.32%(+2.96K) | $60.26(-2.12%) | 2026-03-31 | |
| FLOT | ISHARES TR | 3.78% | 262.6K | $13.4M | +0.51%(+1.33K) | $50.96(-0.05%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 3.24% | 53.3K | $11.5M | +7.51%(+3.72K) | $178.80(+27.90%) | 2026-03-31 | |
| SGOV | ISHARES TR | 2.95% | 103.5K | $10.4M | -31.32%(-47.20K) | $100.53(-0.02%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 2.95% | 446.6K | $10.4M | -0.56%(-2.54K) | $23.87(-1.95%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.13% | 24.4K | $7.5M | -1.58%(-390) | $60.03(+594.26%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 2.12% | 164.1K | $7.5M | +7.96%(+12.09K) | $36.22(+38.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.46% | +31.15% |
| Top 20 Holdings Unweighted | +10.79% | +35.98% |
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