StockDriftsStockDriftsTop 50 Holistic Financial Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| LLY | ELI LILLY & CO | 23.14% | 67.7K | $62.3M | -0.27%(-184) | $124.88(+713.36%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.13% | 558.1K | $13.8M | +0.85%(+4.68K) | $17.07(+60.00%) | 2026-03-31 | |
| FTA | FIRST TR EXCHANGE-TRADED ALP | 4.83% | 140.6K | $13.0M | +1.86%(+2.56K) | $68.04(+36.13%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 4.65% | 504.5K | $12.5M | +6.75%(+31.88K) | $24.86(+0.20%) | 2026-03-31 | |
| FVD | FIRST TR EXCHANGE-TRADED FD | 4.08% | 233.3K | $11.0M | -1.23%(-2.90K) | $40.57(+15.44%) | 2026-03-31 | |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 3.99% | 115.8K | $10.7M | +0.76%(+879) | $76.66(+20.32%) | 2026-03-31 | |
| IWF | ISHARES TR | 3.5% | 22.1K | $9.4M | -2.12%(-479) | $19.26(+545.35%) | 2026-03-31 | |
| LALT | FIRST TR EXCHNG TRADED FD VI | 3.2% | 354.2K | $8.6M | +8.14%(+26.66K) | $21.42(+16.29%) | 2026-03-31 | |
| FDN | FIRST TR EXCHANGE-TRADED FD | 2.52% | 29.0K | $6.8M | +4.55%(+1.26K) | $244.05(+8.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.43% | 37.4K | $6.5M | -0.08%(-29) | $23.56(+858.38%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.46% | +70.46% |
| Top 20 Holdings Unweighted | +16.13% | +56.60% |
Sign up free to track Holistic Financial Partners, compare funds side by side, and get alerts the moment positions change.