StockDriftsStockDriftsTop 50 Northeast Financial Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 13.39% | 1.98M | $53.4M | +2.98%(+57.32K) | $17.70(+55.90%) | 2025-12-31 | |
| SCHM | SCHWAB STRATEGIC TR | 6.72% | 890.4K | $26.8M | +4.75%(+40.38K) | $23.40(+41.02%) | 2025-12-31 | |
| SCHG | SCHWAB STRATEGIC TR | 6.01% | 734.8K | $24.0M | +2.16%(+15.54K) | $21.98(+46.02%) | 2025-12-31 | |
| SCHF | SCHWAB STRATEGIC TR | 5.49% | 910.9K | $21.9M | +1.39%(+12.49K) | $18.72(+41.55%) | 2025-12-31 | |
| SCHV | SCHWAB STRATEGIC TR | 4.51% | 606.4K | $18.0M | +2.68%(+15.82K) | $27.41(+15.60%) | 2025-12-31 | |
| GPIX | GOLDMAN SACHS ETF TR | 4.28% | 323.0K | $17.1M | +12.81%(+36.67K) | $50.13(+5.62%) | 2025-12-31 | |
| MUB | ISHARES TR | 4.07% | 151.5K | $16.2M | +9.78%(+13.50K) | $106.18(+0.66%) | 2025-12-31 | |
| USHY | ISHARES TR | 4.03% | 429.4K | $16.1M | +10.04%(+39.20K) | $36.69(+1.43%) | 2025-12-31 | |
| SPY | SPDR S&P 500 ETF TR | 3.69% | 21.6K | $14.7M | -50.51%(-22.02K) | $615.45(+13.73%) | 2025-12-31 | |
| SCHO | SCHWAB STRATEGIC TR | 3.63% | 594.2K | $14.5M | +7.65%(+42.21K) | $24.50(-0.96%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.19% | +33.80% |
| Top 20 Holdings Unweighted | +8.78% | +28.70% |
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