StockDriftsStockDriftsTop 50 Lebenthal Global Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 7.28% | 77.0K | $50.0M | +4.62%(+3.40K) | $545.21(+37.23%) | 2026-03-31 | |
| ONEQ | FIDELITY COMWLTH TR | 6.72% | 544.3K | $46.2M | +4.43%(+23.09K) | $78.52(+33.58%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5.33% | 646.5K | $36.6M | -15.57%(-119.20K) | $56.00(-0.02%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 4.22% | 523.3K | $29.1M | +1.11%(+5.77K) | $51.48(+16.57%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.15% | 145.3K | $28.5M | +0.89%(+1.28K) | $143.66(+45.49%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 3.79% | 314.8K | $26.0M | -15.50%(-57.76K) | $78.58(+4.93%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 3.24% | 516.5K | $22.3M | +6.94%(+33.51K) | $42.10(+8.11%) | 2026-03-31 | |
| AOR | ISHARES TR | 2.99% | 320.0K | $20.6M | +42.60%(+95.58K) | $57.08(+20.83%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.81% | 45.4K | $19.4M | +12.60%(+5.08K) | $417.71(-69.86%) | 2026-03-31 | |
| JMUB | J P MORGAN EXCHANGE TRADED F | 2.75% | 378.9K | $18.9M | -18.51%(-86.08K) | $50.06(+0.27%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.74% | +21.60% |
| Top 20 Holdings Unweighted | +8.55% | +27.92% |
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