StockDriftsStockDriftsTop 50 First United Bank & Trust Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | Invesco QQQ Unit Series 1 | 6.19% | 33.0K | $19.1M | -6.28%(-2.21K) | $109.91(+550.27%) | 2026-03-31 | |
| VTV | Vanguard Value ETF | 5.66% | 88.8K | $17.4M | -1.61%(-1.45K) | $109.86(+89.66%) | 2026-03-31 | |
| DVY | iShares Select Dividend ETF | 3.69% | 75.0K | $11.4M | +15.27%(+9.94K) | $105.57(+44.02%) | 2026-03-31 | |
| VOO | Vanguard Index FDS S&P 500 ETF Shs | 3.59% | 18.5K | $11.1M | -10.38%(-2.14K) | $321.51(+112.25%) | 2026-03-31 | |
| VO | Vanguard Mid-Cap ETF | 3.15% | 33.7K | $9.7M | +40.04%(+9.65K) | $59.96(+28.49%) | 2026-03-31 | |
| VUG | Vanguard Growth ETF | 3.14% | 22.2K | $9.7M | -7.43%(-1.78K) | $35.00(+150.04%) | 2026-03-31 | |
| IEFA | iShares Tr Core MSCI Eafe ETF | 3% | 102.0K | $9.2M | +28.48%(+22.61K) | $76.59(+26.83%) | 2026-03-31 | |
| AAPL | Apple Inc Com | 2.79% | 33.9K | $8.6M | -6.21%(-2.24K) | $73.77(+305.12%) | 2026-03-31 | |
| RSP | Invesco S&P 500 Equal Weight | 2.71% | 43.5K | $8.4M | +28.36%(+9.62K) | $165.01(+22.98%) | 2026-03-31 | |
| IEMG | iShares in Core MSCI Emerging Mkts | 2.52% | 111.5K | $7.8M | +60.98%(+42.22K) | $63.23(+29.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.01% | +52.11% |
| Top 20 Holdings Unweighted | +15.26% | +53.14% |
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