StockDriftsStockDriftsTop 50 Live Oak Investment Partners Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VEA | VANGUARD TAX-MANAGED FDS | 7.81% | 206.4K | $13.2M | +3.58%(+7.14K) | $43.15(+63.67%) | 2026-03-31 | |
| EVTR | MORGAN STANLEY ETF TRUST | 7.03% | 234.7K | $11.9M | +40.36%(+67.48K) | $51.37(-1.23%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 5.76% | 197.2K | $9.8M | -14.49%(-33.41K) | $49.75(-0.27%) | 2026-03-31 | |
| HFSI | HARTFORD FDS EXCHANGE TRADED | 5.24% | 255.5K | $8.9M | +43.77%(+77.78K) | $35.39(-0.56%) | 2026-03-31 | |
| UCON | FIRST TR EXCHNG TRADED FD VI | 5.09% | 348.0K | $8.6M | +4.88%(+16.19K) | $24.87(+0.16%) | 2026-03-31 | |
| FTLS | FIRST TR EXCH TRADED FD III | 3.8% | 91.6K | $6.4M | +4.79%(+4.18K) | $53.06(+39.92%) | 2026-03-31 | |
| SRLN | SSGA ACTIVE ETF TR | 3.64% | 153.4K | $6.2M | -0.43%(-658) | $41.22(-1.52%) | 2026-03-31 | |
| XMHQ | INVESCO EXCHANGE TRADED FD T | 3.03% | 49.7K | $5.1M | +4.72%(+2.24K) | $88.25(+23.19%) | 2026-03-31 | |
| QAI | NEW YORK LIFE INVESTMENTS ET | 2.74% | 135.9K | $4.6M | +4.39%(+5.72K) | $29.44(+23.08%) | 2026-03-31 | |
| RSPT | INVESCO EXCHANGE TRADED FD T | 2.72% | 101.9K | $4.6M | new | $43.02(+35.60%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.08% | +22.77% |
| Top 20 Holdings Unweighted | +9.67% | +31.89% |
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