StockDriftsStockDriftsTop 50 Norris Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 8.9% | 41.9K | $27.3M | -34.21%(-21.80K) | $496.15(+50.11%) | 2026-03-31 | |
| IAU | ISHARES GOLD TR | 6.81% | 236.6K | $20.9M | -0.63%(-1.51K) | $37.40(+107.27%) | 2026-03-31 | |
| SHV | ISHARES TR | 6.46% | 179.2K | $19.8M | +435.33%(+145.72K) | $110.33(-0.22%) | 2026-03-31 | |
| SGOL | ETFS GOLD TR | 4.46% | 306.4K | $13.7M | -0.02%(-59) | $21.32(+84.09%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 3.53% | 33.7K | $10.8M | +14.59%(+4.29K) | $282.77(+30.41%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.41% | 18.1K | $10.4M | -15.44%(-3.31K) | $375.00(+90.03%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.32% | 111.1K | $10.2M | -0.11%(-127) | $91.64(-0.22%) | 2026-03-31 | |
| IGE | ISHARES TR | 2.91% | 141.9K | $8.9M | new | $56.57(-0.11%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.62% | 31.6K | $8.0M | +0.32%(+102) | $110.58(+179.11%) | 2026-03-31 | |
| BOXX | EA SERIES TRUST | 2.41% | 63.6K | $7.4M | +3.41%(+2.09K) | $109.70(+6.85%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +18.21% | +65.19% |
| Top 20 Holdings Unweighted | +22.24% | +82.68% |
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