StockDriftsStockDriftsTop 29 Investment Advisory Services Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 22.49% | 39.6K | $25.8M | +7.28%(+2.69K) | $676.57(+10.22%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 17.66% | 445.1K | $20.3M | +5.21%(+22.05K) | $46.12(-1.33%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 8.38% | 190.3K | $9.6M | +2.02%(+3.76K) | $50.66(-0.27%) | 2026-03-31 | |
| FDVV | FIDELITY COVINGTON TRUST | 6.12% | 127.3K | $7.0M | +9.52%(+11.07K) | $56.18(+5.75%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.54% | 149.8K | $6.4M | +93.68%(+72.45K) | $42.96(+11.27%) | 2026-03-31 | |
| IXUS | ISHARES TR | 5.54% | 73.5K | $6.4M | +93.59%(+35.54K) | $84.59(+13.01%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 4.53% | 21.9K | $5.2M | +10.13%(+2.02K) | $249.58(+17.86%) | 2026-03-31 | |
| FTEC | FIDELITY COVINGTON TRUST | 3.62% | 20.0K | $4.2M | -3.91%(-812) | $223.42(+21.18%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.32% | 67.2K | $3.8M | -29.05%(-27.53K) | $57.17(-2.17%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.8% | 10.0K | $3.2M | +7.93%(+737) | $331.45(+10.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -11.14% | -29.84% |
| Top 20 Holdings Unweighted | -11.78% | -31.34% |
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