StockDriftsStockDriftsTop 31 Forge Financial Services LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 24.31% | 5.64M | $240.0M | +1259.59%(+5.23M) | $42.58(+14.96%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 21.96% | 5.39M | $216.8M | +3175.42%(+5.23M) | $42.18(+10.32%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 19.7% | 5.83M | $194.5M | +589.54%(+4.98M) | $33.43(+21.96%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 13.12% | 3.77M | $129.6M | new | $34.87(+8.23%) | 2026-03-31 | |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | 11.03% | 4.15M | $108.9M | +39.39%(+1.17M) | $25.75(+8.35%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 1.69% | 435.5K | $16.7M | -0.87%(-3.81K) | $35.09(+25.84%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 1.65% | 68.4K | $16.3M | -0.11%(-72) | $208.68(+40.61%) | 2026-03-31 | |
| RSP | INVESCO EXCHANGE TRADED FD T | 1.64% | 84.3K | $16.2M | -1.28%(-1.10K) | $177.51(+21.07%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 1.12% | 311.8K | $11.1M | -1.54%(-4.88K) | $33.58(+23.32%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 0.66% | 96.4K | $6.5M | -1.33%(-1.30K) | $60.03(+23.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.48% | +34.85% |
| Top 20 Holdings Unweighted | +8.34% | +27.17% |
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