StockDriftsStockDriftsTop 50 Haven Private, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MUST | COLUMBIA ETF TR I | 9.47% | 1.06M | $21.7M | +10.84%(+103.72K) | $20.50(-0.03%) | 2026-03-31 | |
| USFR | WISDOMTREE TR | 4.47% | 203.8K | $10.3M | -17.59%(-43.50K) | $50.32(+0.21%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.48% | 31.5K | $8.0M | -0.44%(-138) | $219.89(+35.92%) | 2026-03-31 | |
| IFRA | ISHARES TR | 3.27% | 131.3K | $7.5M | +1.29%(+1.68K) | $46.73(+31.26%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 3.27% | 93.2K | $7.5M | +1.16%(+1.06K) | $62.11(+52.76%) | 2026-03-31 | |
| AVLC | AMERICAN CENTY ETF TR | 3.24% | 96.0K | $7.4M | +2.10%(+1.97K) | $68.05(+28.93%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 2.67% | 151.4K | $6.1M | -5.66%(-9.09K) | $32.60(+26.34%) | 2026-03-31 | |
| AMLP | ALPS ETF TR | 2.57% | 112.1K | $5.9M | +1.92%(+2.11K) | $47.82(+11.18%) | 2026-03-31 | |
| AVIV | AMERICAN CENTY ETF TR | 2.31% | 70.9K | $5.3M | +5.16%(+3.48K) | $57.54(+38.18%) | 2026-03-31 | |
| IGF | ISHARES TR | 2.18% | 74.7K | $5.0M | +0.99%(+734) | $58.87(+13.97%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.23% | +16.54% |
| Top 20 Holdings Unweighted | +9.67% | +31.90% |
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