StockDriftsStockDriftsTop 50 Gries Financial Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.28% | 116.1K | $77.7M | +0.39%(+451) | $301.57(+125.11%) | 2025-09-30 | |
| DYNF | BLACKROCK ETF TRUST | 5.4% | 576.7K | $34.1M | +25.79%(+118.25K) | $48.49(+24.43%) | 2025-09-30 | |
| GAUG | FIRST TR EXCHNG TRADED FD VI | 4.64% | 760.3K | $29.4M | new | $37.91(+3.01%) | 2025-09-30 | |
| QUAL | ISHARES TR | 4.44% | 144.5K | $28.1M | +2.40%(+3.38K) | $133.57(+48.33%) | 2025-09-30 | |
| BINC | BLACKROCK ETF TRUST II | 3.5% | 416.1K | $22.2M | +9.77%(+37.03K) | $52.59(+0.85%) | 2025-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.57% | 24.5K | $16.3M | +9.88%(+2.20K) | $453.86(+49.38%) | 2025-09-30 | |
| TBIL | RBB FD INC | 1.91% | 242.1K | $12.1M | -11.69%(-32.06K) | $49.93(+0.07%) | 2025-09-30 | |
| MSFT | MICROSOFT CORP | 1.88% | 23.0K | $11.9M | +3.64%(+807) | $241.16(+101.52%) | 2025-09-30 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 1.85% | 204.0K | $11.7M | +177.35%(+130.46K) | $54.70(+6.03%) | 2025-09-30 | |
| IYW | ISHARES TR | 1.82% | 58.7K | $11.5M | -4.01%(-2.45K) | $91.70(+113.71%) | 2025-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.13% | +69.05% |
| Top 20 Holdings Unweighted | +18.24% | +65.31% |
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