StockDriftsStockDriftsTop 50 Mtm Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 13.61% | 134.8K | $29.0M | +1.26%(+1.68K) | $169.19(+41.04%) | 2026-03-31 | |
| BALT | INNOVATOR ETFS TRUST | 12.37% | 787.6K | $26.4M | +1.16%(+9.04K) | $26.98(+27.05%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 6.81% | 25.3K | $14.5M | +5.86%(+1.40K) | $442.78(+60.94%) | 2026-03-31 | |
| BUFF | INNOVATOR ETFS TRUST | 5.57% | 240.0K | $11.9M | +1.56%(+3.68K) | $35.86(+46.78%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 5.56% | 208.9K | $11.8M | +12.45%(+23.13K) | $56.90(-0.34%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 3.32% | 127.6K | $7.1M | +7.15%(+8.51K) | $53.65(+10.70%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 3.26% | 163.4K | $6.9M | +1.92%(+3.07K) | $40.80(+19.96%) | 2026-03-31 | |
| PJUL | INNOVATOR ETFS TRUST | 2.56% | 118.5K | $5.4M | -1.83%(-2.21K) | $30.12(+61.69%) | 2026-03-31 | |
| SDOG | ALPS ETF TR | 2.24% | 73.2K | $4.8M | -1.92%(-1.43K) | $54.27(+28.25%) | 2026-03-31 | |
| PJUN | INNOVATOR ETFS TRUST | 2.15% | 109.6K | $4.6M | -0.13%(-140) | $31.98(+35.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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