StockDriftsStockDriftsTop 50 Meridian Financial Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 10.13% | 44.0K | $26.6M | +1.07%(+467) | $341.27(+94.95%) | 2026-03-31 | |
| JMEE | J P MORGAN EXCHANGE TRADED F | 8.72% | 337.9K | $22.9M | +3.42%(+11.16K) | $58.96(+24.65%) | 2026-03-31 | |
| DGRO | ISHARES TR | 8.6% | 320.9K | $22.6M | -13.55%(-50.30K) | $52.35(+40.12%) | 2026-03-31 | |
| IVLU | ISHARES TR | 5.42% | 354.6K | $14.3M | +7.25%(+23.97K) | $34.66(+19.75%) | 2026-03-31 | |
| IWY | ISHARES TR | 3.99% | 41.6K | $10.5M | +8.10%(+3.12K) | $186.14(+51.23%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.57% | 37.1K | $9.4M | +1.84%(+670) | $79.61(+256.97%) | 2026-03-31 | |
| IDEQ | LAZARD ACTIVE ETF TR | 2.99% | 245.7K | $7.9M | new | $31.05(+10.34%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.95% | 11.7K | $7.8M | +8.82%(+951) | $245.07(+196.64%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.15% | 112.0K | $5.7M | -5.94%(-7.07K) | $50.23(+0.46%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.05% | 33.0K | $5.4M | +10.35%(+3.09K) | $74.55(+107.74%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.34% | +34.32% |
| Top 20 Holdings Unweighted | +14.07% | +48.44% |
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