StockDriftsStockDriftsTop 22 Gr Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | 32.18% | 148.5K | $97.0M | -67.75%(-312.09K) | $562.63(+33.02%) | 2026-03-31 | |
| PYLD | PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND | 30.3% | 3.49M | $91.3M | +0.78%(+27.00K) | $26.18(+0.79%) | 2026-03-31 | |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | 30.12% | 473.2K | $90.8M | new | $191.74(+12.08%) | 2026-03-31 | |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 2.46% | 55.9K | $7.4M | -22.92%(-16.61K) | $115.46(+56.41%) | 2026-03-31 | |
| SPY | STATE STREET SPDR S&P 500 ETF | 1.34% | 6.2K | $4.0M | +63.42%(+2.41K) | $510.98(+45.76%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 0.73% | 8.6K | $2.2M | -37.31%(-5.13K) | $179.27(+72.16%) | 2026-03-31 | |
| RTX | RTX CORPORATION COM | 0.44% | 7.0K | $1.3M | -0.76%(-53) | $91.87(+116.89%) | 2026-03-31 | |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | 0.32% | 15.7K | $963K | -78.32%(-56.77K) | $52.98(+0.44%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION COM | 0.27% | 813 | $810K | -21.07%(-217) | $497.54(+91.27%) | 2026-03-31 | |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | 0.25% | 5.2K | $763K | -92.82%(-67.28K) | $150.71(+8.65%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.37% | +53.55% |
| Top 20 Holdings Unweighted | +17.76% | +63.29% |
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