StockDriftsStockDriftsTop 50 Legacy Financial Independent Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AMLP | ALERIAN MLP ETF | 6.64% | 242.4K | $12.8M | new | $49.83(+4.48%) | 2026-03-31 | |
| GSGO | GOLDMAN SACHS GROWTH OPPORTUNITIES ETF | 4.48% | 235.7K | $8.6M | new | $38.36(+14.76%) | 2026-03-31 | |
| IBM | INTERNATIONAL BUSINESS MACHINES | 3.53% | 28.0K | $6.8M | new | $269.30(+7.51%) | 2026-03-31 | |
| DUK | DUKE ENERGY CORPORATION NEW COM NEW | 3.29% | 48.3K | $6.3M | new | $124.08(+4.45%) | 2026-03-31 | |
| SO | SOUTHERN COMPANY | 3.24% | 64.5K | $6.2M | new | $91.86(+6.66%) | 2026-03-31 | |
| AEP | AMERICAN ELEC PWR COMPANY INCORPORATED | 3.1% | 45.5K | $6.0M | new | $123.19(+12.43%) | 2026-03-31 | |
| SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | 2.84% | 29.2K | $5.5M | new | $185.82(+21.66%) | 2026-03-31 | |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | 2.8% | 321.4K | $5.4M | new | $16.89(+14.51%) | 2026-03-31 | |
| PPL | PPL CORPORATION | 2.72% | 137.0K | $5.2M | new | $36.61(+0.76%) | 2026-03-31 | |
| IG | PRINCIPAL INVESTMENT GRADE CORPORATE ACTIVE ETF | 2.57% | 239.5K | $4.9M | new | $20.76(-0.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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