StockDriftsStockDriftsTop 50 Kelsey Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| QQQ | INVESCO QQQ TR | 18.49% | 36.6K | $21.1M | +15.60%(+4.94K) | $605.78(+17.63%) | 2026-03-31 | |
| IWD | ISHARES TR | 9.35% | 50.0K | $10.7M | -18.50%(-11.36K) | $206.96(+19.25%) | 2026-03-31 | |
| LQD | ISHARES TR | 9.2% | 96.6K | $10.5M | +2.59%(+2.43K) | $110.80(-1.95%) | 2026-03-31 | |
| IGSB | ISHARES TR | 8.04% | 175.0K | $9.2M | +0.38%(+661) | $52.95(-1.33%) | 2026-03-31 | |
| AMGN | AMGEN INC | 6.71% | 21.8K | $7.7M | +0.01%(+2) | $304.76(+22.77%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 6.44% | 23.8K | $7.4M | -5.91%(-1.49K) | $344.94(+4.50%) | 2026-03-31 | |
| IWS | ISHARES TR | 4.52% | 35.5K | $5.2M | -8.10%(-3.13K) | $140.36(+18.30%) | 2026-03-31 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 4.08% | 62.2K | $4.7M | -12.48%(-8.87K) | $72.47(+14.51%) | 2026-03-31 | |
| IWP | ISHARES TR | 3.55% | 31.7K | $4.1M | +10.12%(+2.91K) | $139.02(+2.84%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.73% | 4.8K | $3.1M | +7.32%(+327) | $673.51(+10.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -9.34% | -25.48% |
| Top 20 Holdings Unweighted | -16.00% | -40.72% |
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