StockDriftsStockDriftsTop 50 Michael Brady & Co., Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGGR | CAPITAL GROUP GROWTH ETF | 14.91% | 369.4K | $14.8M | -0.03%(-118) | $44.19(+2.16%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 14.8% | 346.3K | $14.7M | +1.38%(+4.71K) | $42.84(+8.92%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 11.35% | 294.0K | $11.3M | +1.03%(+2.98K) | $39.88(+7.15%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 8.92% | 266.0K | $8.9M | +1.97%(+5.13K) | $34.40(+11.30%) | 2026-03-31 | |
| CGMU | CAPITAL GRP FIXED INCM ETF T | 8.06% | 295.5K | $8.0M | +8.36%(+22.79K) | $27.33(+0.00%) | 2026-03-31 | |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | 8.04% | 271.4K | $8.0M | +2.22%(+5.89K) | $29.58(+9.96%) | 2026-03-31 | |
| CGBL | CAPITAL GROUP CORE BALANCED | 5.63% | 162.9K | $5.6M | +9.93%(+14.72K) | $35.01(+4.91%) | 2026-03-31 | |
| AAPL | APPLE INC | 1.97% | 7.7K | $2.0M | -1.09%(-85) | $263.24(+7.95%) | 2026-03-31 | |
| IJR | ISHARES TR | 1.76% | 14.1K | $1.7M | -0.35%(-49) | $119.51(+15.57%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 1.4% | 1.4K | $1.4M | +0.00%(+0) | $893.99(+13.70%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.26% | -0.77% |
| Top 20 Holdings Unweighted | +0.38% | +1.15% |
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