StockDriftsStockDriftsTop 50 Lee Financial Co Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.84% | 269.5K | $176.1M | -1.29%(-3.53K) | $342.91(+112.00%) | 2026-03-31 | |
| IJH | ISHARES TR | 13.34% | 1.40M | $94.5M | +0.32%(+4.46K) | $39.00(+87.87%) | 2026-03-31 | |
| FNDX | SCHWAB STRATEGIC TR | 8.58% | 2.18M | $60.8M | -6.04%(-140.45K) | $18.28(+65.18%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.66% | 354.5K | $40.1M | -1.89%(-6.84K) | $65.71(+100.04%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.78% | 70.7K | $33.9M | -6.35%(-4.79K) | $209.58(+122.12%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.52% | 74.5K | $32.1M | -2.42%(-1.85K) | $158.98(+163.10%) | 2026-03-31 | |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 4.24% | 688.4K | $30.1M | -2.75%(-19.46K) | $23.90(+85.82%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 2.39% | 29.4K | $16.9M | -5.33%(-1.65K) | $321.00(+112.34%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.33% | 65.2K | $16.5M | -2.39%(-1.60K) | $174.17(+63.16%) | 2026-03-31 | |
| SHV | ISHARES TR | 1.7% | 109.1K | $12.0M | -26.18%(-38.70K) | $110.27(-0.14%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.24% | +49.10% |
| Top 20 Holdings Unweighted | +15.37% | +53.56% |
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