Top 50 Financially Speaking Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JPST | J P MORGAN EXCHANGE TRADED F | 36.63% | 149.1K | $7.5M | +13.03%(+17.18K) | $50.64(-0.36%) | 2026-03-31 | |
| FLDR | FIDELITY MERRIMACK STR TR | 36.6% | 150.6K | $7.5M | -56.85%(-198.41K) | $50.17(-0.17%) | 2026-03-31 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 3.68% | 5.2K | $757K | -26.12%(-1.83K) | $73.16(+85.78%) | 2026-03-31 | |
| SDY | SPDR SERIES TRUST | 2.18% | 3.1K | $450K | -4.91%(-159) | $137.85(+7.72%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.13% | 2.5K | $439K | -50.36%(-2.55K) | $133.04(+47.70%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.69% | 2.1K | $348K | +0.00%(+0) | $112.75(+37.37%) | 2026-03-31 | |
| XEL | XCEL ENERGY INC | 1.47% | 3.8K | $302K | +0.05%(+2) | $66.68(+22.15%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON | 1.06% | 891 | $218K | +0.00%(+0) | $153.34(+47.09%) | 2026-03-31 | |
| MDT | MEDTRONIC PLC | 1.04% | 2.5K | $214K | +0.00%(+0) | $84.95(-8.43%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 0.99% | 205 | $204K | +0.00%(+0) | $952.22(+6.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.25% | +19.94% |
| Top 20 Holdings Unweighted | +9.22% | +30.27% |
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