StockDriftsStockDriftsTop 50 Goldstone Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 13.04% | 201.2K | $120.2M | +24.76%(+39.93K) | $457.67(+49.10%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.3% | 68.7K | $39.7M | +6.07%(+3.93K) | $362.95(+96.92%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.1% | 192.5K | $37.8M | +6.56%(+11.86K) | $160.12(+30.14%) | 2026-03-31 | |
| JQUA | J P MORGAN EXCHANGE TRADED F | 3.86% | 580.4K | $35.6M | +9.84%(+51.98K) | $49.16(+38.29%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 3.77% | 1.03M | $34.8M | -3.70%(-39.60K) | $26.95(+34.05%) | 2026-03-31 | |
| JPIB | J P MORGAN EXCHANGE TRADED F | 2.79% | 538.6K | $25.8M | -0.38%(-2.07K) | $48.34(-0.92%) | 2026-03-31 | |
| IUSG | ISHARES TR | 2.28% | 135.5K | $21.0M | +19.42%(+22.04K) | $113.31(+65.47%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.03% | 58.2K | $18.7M | -1.59%(-943) | $218.26(+67.10%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 1.99% | 64.0K | $18.4M | +15.08%(+8.39K) | $62.47(+23.32%) | 2026-03-31 | |
| FSMD | FIDELITY COVINGTON TRUST | 1.74% | 357.9K | $16.0M | +6.70%(+22.47K) | $42.91(+14.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.63% | +35.42% |
| Top 20 Holdings Unweighted | +8.65% | +28.27% |
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