Top 50 Financial Security Advisor, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HYBI | NEOS Enhanced Income Credit Select ETF | 19.13% | 2.11M | $104.2M | +10.79%(+205.11K) | $51.79(-4.74%) | 2026-03-31 | |
| QQQM | Invesco NASDAQ 100 ETF | 16.47% | 377.4K | $89.7M | +924.95%(+340.57K) | $245.73(+19.71%) | 2026-03-31 | |
| RPG | Invesco S&P 500 Pure Growth ETF | 5.84% | 680.1K | $31.8M | -0.96%(-6.59K) | $30.33(+90.70%) | 2026-03-31 | |
| COWZ | Pacer US Cash Cows 100 ETF | 3.5% | 304.8K | $19.1M | +22.11%(+55.19K) | $57.32(+9.84%) | 2026-03-31 | |
| BRK.B | Berkshire Hathaway Inc Class B | 3.44% | 39.1K | $18.7M | -4.50%(-1.84K) | $349.03(+39.10%) | 2026-03-31 | |
| USFR | WisdomTree Floating Rate Treasury Fund | 2.82% | 304.5K | $15.3M | -3.15%(-9.91K) | $50.29(+0.27%) | 2026-03-31 | |
| GOOGL | Alphabet Inc Class A | 2.72% | 51.5K | $14.8M | +4.23%(+2.09K) | $158.54(+153.95%) | 2026-03-31 | |
| SPSM | State Street SPDR Portfolio S&P 600 Small Cap ETF | 2.71% | 305.9K | $14.8M | -3.62%(-11.48K) | $38.03(+38.34%) | 2026-03-31 | |
| AAPL | Apple Inc | 2.45% | 52.5K | $13.3M | +0.46%(+240) | $165.96(+80.09%) | 2026-03-31 | |
| JAAA | Janus Henderson AAA CLO ETF | 2.44% | 263.1K | $13.3M | new | $50.47(+0.32%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.40% | +49.73% |
| Top 20 Holdings Unweighted | +15.86% | +55.51% |
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