StockDriftsStockDriftsTop 29 Goodwin Investment Advisory Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | 49.93% | 836.8K | $41.9M | -4.63%(-40.62K) | $29.68(+109.11%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 15.47% | 284.8K | $13.0M | +1.07%(+3.01K) | $45.14(+0.79%) | 2026-03-31 | |
| FVAL | FIDELITY COVINGTON TRUST | 6.58% | 79.6K | $5.5M | -1.01%(-813) | $48.38(+61.75%) | 2026-03-31 | |
| ESGU | ISHARES TR | 5.16% | 30.6K | $4.3M | -0.44%(-135) | $88.79(+83.37%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 3.64% | 5.1K | $3.1M | -5.87%(-319) | $370.30(+85.72%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.2% | 2.8K | $1.8M | +0.00%(+0) | $372.55(+101.73%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 2.19% | 33.7K | $1.8M | +0.00%(+0) | $32.42(+98.12%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 1.61% | 3.1K | $1.4M | -17.67%(-664) | $53.87(+64.27%) | 2026-03-31 | |
| BK | BANK NEW YORK MELLON CORP | 1.6% | 11.3K | $1.3M | +0.00%(+0) | $46.96(+189.59%) | 2026-03-31 | |
| EQWL | INVESCO EXCHANGE TRADED FD T | 1.25% | 9.1K | $1.1M | +0.00%(+0) | $106.07(+18.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +21.18% | +77.93% |
| Top 20 Holdings Unweighted | +15.89% | +55.66% |
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