Top 50 Integrity Financial Corp /WA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 12.48% | 38.5K | $25.1M | +2.68%(+1.00K) | $481.70(+54.61%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 7.24% | 25.2K | $14.5M | -0.47%(-119) | $403.83(+76.46%) | 2026-03-31 | |
| FLQM | FRANKLIN TEMPLETON ETF TR | 4.35% | 159.3K | $8.7M | +3.61%(+5.55K) | $52.57(+12.55%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.1% | 32.5K | $8.3M | +5.15%(+1.59K) | $177.67(+73.71%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.65% | 14.4K | $5.3M | +3.46%(+481) | $381.35(+2.40%) | 2026-03-31 | |
| HTRB | HARTFORD FDS EXCHANGE TRADED | 2.61% | 154.9K | $5.2M | +0.94%(+1.45K) | $33.96(-0.77%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.45% | 16.7K | $4.9M | +2.65%(+433) | $252.94(+32.23%) | 2026-03-31 | |
| MFSI | MFS ACTIVE EXCHANGE TRADED F | 2.35% | 159.1K | $4.7M | +2.04%(+3.18K) | $27.55(+17.98%) | 2026-03-31 | |
| CSRE | COHEN & STEERS ETF TRUST | 2.17% | 166.0K | $4.4M | +4.15%(+6.62K) | $25.78(+12.10%) | 2026-03-31 | |
| FJAN | FIRST TR EXCHNG TRADED FD VI | 1.71% | 68.0K | $3.4M | +64.06%(+26.57K) | $42.25(+30.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.72% | +35.75% |
| Top 20 Holdings Unweighted | +9.81% | +32.42% |
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