StockDriftsStockDriftsTop 50 Financial Strategies Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 11.28% | 776.6K | $67.4M | +3.68%(+27.57K) | $43.51(+108.08%) | 2026-03-31 | |
| SPAB | SPDR SERIES TRUST | 8.4% | 1.96M | $50.2M | +6.45%(+118.59K) | $26.69(-4.82%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 7.81% | 1.20M | $46.7M | +4.88%(+55.92K) | $34.44(+17.04%) | 2026-03-31 | |
| SPEM | SPDR INDEX SHS FDS | 5.4% | 632.5K | $32.2M | +5.21%(+31.30K) | $37.65(+35.79%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 4.77% | 621.4K | $28.5M | +11.11%(+62.12K) | $45.40(+0.15%) | 2026-03-31 | |
| SPMD | SPDR SERIES TRUST | 4.59% | 429.9K | $27.5M | +6.53%(+26.36K) | $40.00(+66.61%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 4.58% | 927.4K | $27.4M | +4.55%(+40.33K) | $22.31(+40.14%) | 2026-03-31 | |
| SLYV | SPDR SERIES TRUST | 3.18% | 184.7K | $19.0M | +5.60%(+9.80K) | $71.08(+52.02%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.58% | 44.2K | $15.4M | +2.81%(+1.21K) | $141.14(+152.36%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.53% | 58.0K | $15.1M | -1.04%(-611) | $153.15(+58.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.68% | +35.57% |
| Top 20 Holdings Unweighted | +13.06% | +44.51% |
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