StockDriftsStockDriftsTop 50 Gerald Baker Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| XOM | EXXON MOBIL CORP | 7.6% | 141.4K | $24.0M | new | $145.00(-5.46%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 6.15% | 90.3K | $19.4M | new | $217.42(+9.75%) | 2026-03-31 | |
| GBCI | GLACIER BANCORP INC NEW | 6% | 424.4K | $19.0M | new | $44.36(+16.73%) | 2026-03-31 | |
| NNN | NNN REIT INC | 4.6% | 345.3K | $14.5M | new | $40.83(+16.41%) | 2026-03-31 | |
| IVV | ISHARES TR | 4.57% | 22.1K | $14.4M | new | $669.08(+11.86%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.5% | 24.6K | $14.2M | new | $595.74(+19.61%) | 2026-03-31 | |
| CAT | CATERPILLAR INC | 3.46% | 15.4K | $10.9M | new | $640.67(+50.40%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 3.02% | 90.1K | $9.5M | new | $105.04(-45.06%) | 2026-03-31 | |
| UTG | REAVES UTIL INCOME FD | 2.95% | 237.0K | $9.3M | new | $37.93(+5.06%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 2.58% | 241.6K | $8.2M | new | $34.01(+7.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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