StockDriftsStockDriftsTop 50 Meridian Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 5.69% | 339.4K | $10.4M | -2.77%(-9.68K) | $25.52(+24.40%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.54% | 200.2K | $10.1M | -1.91%(-3.89K) | $50.49(+0.05%) | 2026-03-31 | |
| IVV | ISHARES TR | 5.35% | 15.0K | $9.8M | -0.02%(-3) | $456.23(+63.46%) | 2026-03-31 | |
| DGRO | ISHARES TR | 4.73% | 123.4K | $8.7M | +0.17%(+212) | $54.12(+35.19%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 4.51% | 14.3K | $8.2M | -3.86%(-574) | $576.01(+24.08%) | 2026-03-31 | |
| IJR | ISHARES TR | 3.99% | 58.8K | $7.3M | -5.58%(-3.47K) | $110.78(+22.12%) | 2026-03-31 | |
| IJH | ISHARES TR | 3.77% | 102.2K | $6.9M | -4.94%(-5.31K) | $54.53(+34.10%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 3.11% | 74.2K | $5.7M | +4.31%(+3.07K) | $58.46(+49.45%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 2.7% | 56.3K | $4.9M | +14.29%(+7.04K) | $71.05(+34.65%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.52% | 16.1K | $4.6M | -2.82%(-467) | $60.45(+27.44%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.37% | +30.82% |
| Top 20 Holdings Unweighted | +9.62% | +31.74% |
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