StockDriftsStockDriftsTop 50 Lgl Partners, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 26.37% | 98.2K | $64.1M | +0.44%(+428) | $338.26(+121.18%) | 2026-03-31 | |
| IJH | ISHARES TR | 10.81% | 388.8K | $26.3M | +2.72%(+10.29K) | $41.69(+76.14%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.57% | 39.3K | $25.7M | +9.53%(+3.42K) | $462.27(+62.58%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.9% | 134.9K | $16.8M | +2.25%(+2.97K) | $82.78(+64.47%) | 2026-03-31 | |
| EFA | ISHARES TR | 5.17% | 129.3K | $12.6M | +6.33%(+7.70K) | $78.81(+31.27%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.95% | 20.8K | $12.0M | -4.30%(-936) | $309.15(+132.83%) | 2026-03-31 | |
| EEM | ISHARES TR | 4.62% | 197.5K | $11.2M | +5.83%(+10.87K) | $37.97(+77.45%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.15% | 109.0K | $7.7M | +2.65%(+2.82K) | $50.61(+45.81%) | 2026-03-31 | |
| QLTY | GMO ETF TRUST | 3.01% | 201.8K | $7.3M | +5.24%(+10.04K) | $30.79(+31.95%) | 2026-03-31 | |
| AGG | ISHARES TR | 3% | 73.4K | $7.3M | +3.86%(+2.73K) | $96.82(+1.88%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +16.70% | +58.95% |
| Top 20 Holdings Unweighted | +14.90% | +51.68% |
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