StockDriftsStockDriftsTop 50 Finley Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWV | ISHARES RUSSELL 3000 ETF | 12.28% | 70.7K | $26.2M | -1.52%(-1.09K) | $331.41(+26.75%) | 2026-03-31 | |
| IWM | ISHARES RUSSELL 2000 ETF | 10.25% | 88.3K | $21.9M | -0.10%(-90) | $220.99(+27.91%) | 2026-03-31 | |
| IXUS | ISHARES TR CORE MSCI TOTAL | 9.3% | 229.4K | $19.9M | +10.33%(+21.47K) | $72.07(+32.65%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR UNIT SER 1 | 6.49% | 24.0K | $13.9M | -0.97%(-235) | $499.65(+43.04%) | 2026-03-31 | |
| IJH | ISHARES CORE S&P MID-CAP ETF | 6.2% | 196.0K | $13.2M | +1.79%(+3.44K) | $62.60(+16.82%) | 2026-03-31 | |
| EEM | ISHARES TRUST MSCI EMG MKTS ETF USD DIS | 6.05% | 227.6K | $12.9M | +3.78%(+8.29K) | $44.99(+49.39%) | 2026-03-31 | |
| IWF | ISHARES TR RUS 1000 GRW ETF | 6.01% | 30.1K | $12.8M | +0.55%(+165) | $388.82(-68.03%) | 2026-03-31 | |
| IYW | ISHARES US TECHNOLOGY ETF | 5.23% | 61.6K | $11.2M | +1.02%(+625) | $156.71(+53.57%) | 2026-03-31 | |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 3.53% | 35.3K | $7.5M | -1.64%(-590) | $187.49(+25.17%) | 2026-03-31 | |
| EZU | ISHARES MSCI EUROZONE ETF | 2.42% | 82.6K | $5.2M | +0.16%(+135) | $50.72(+32.61%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.62% | +39.08% |
| Top 20 Holdings Unweighted | +11.77% | +39.61% |
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