Top 50 Grantvest Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BINC | BLACKROCK ETF TRUST II | 20.08% | 597.5K | $31.0M | +1.16%(+6.83K) | $52.33(-0.39%) | 2026-03-31 | |
| CSHI | NEOS ETF TRUST | 5.67% | 175.9K | $8.8M | +0.04%(+66) | $49.75(+0.16%) | 2026-03-31 | |
| BUXX | EA SERIES TRUST | 3.11% | 237.3K | $4.8M | +0.44%(+1.03K) | $20.30(-0.33%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.69% | 73.2K | $4.1M | +19.19%(+11.79K) | $57.63(-1.59%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.87% | 11.4K | $2.9M | -7.21%(-886) | $232.35(+32.83%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 1.77% | 4.6K | $2.7M | -3.15%(-149) | $533.40(+28.39%) | 2026-03-31 | |
| MGV | VANGUARD WORLD FD | 1.73% | 18.4K | $2.7M | +1.71%(+310) | $126.94(+29.22%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.57% | 11.6K | $2.4M | -0.37%(-43) | $203.15(+19.45%) | 2026-03-31 | |
| SMH | VANECK ETF TRUST | 1.3% | 5.2K | $2.0M | -1.54%(-82) | $307.26(+92.77%) | 2026-03-31 | |
| SPYI | NEOS ETF TRUST | 1.3% | 40.5K | $2.0M | +1.14%(+457) | $50.63(+4.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.02% | +0.05% |
| Top 20 Holdings Unweighted | +3.27% | +10.14% |
Sign up free to track Grantvest Financial Group LLC, compare funds side by side, and get alerts the moment positions change.