StockDriftsStockDriftsTop 50 Northrock Partners Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| JMTG | J P MORGAN EXCHANGE TRADED F | 8.02% | 9.75M | $497.0M | +7.42%(+672.97K) | $50.34(-0.02%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.67% | 588.4K | $351.6M | +6.14%(+34.06K) | $563.14(+20.65%) | 2026-03-31 | |
| SPYM | SPDR SERIES TRUST | 5.14% | 4.16M | $318.8M | +9.32%(+355.07K) | $69.50(+25.16%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 4.6% | 4.87M | $285.0M | +2.86%(+135.54K) | $58.57(-0.66%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 4.19% | 4.59M | $259.5M | +3.83%(+169.11K) | $40.15(+49.14%) | 2026-03-31 | |
| SGOV | ISHARES TR | 3.64% | 2.24M | $225.8M | +11.07%(+223.48K) | $100.55(+0.00%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 3.63% | 389.8K | $225.0M | +3.81%(+14.32K) | $570.48(+24.27%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 3.47% | 2.19M | $214.9M | +4.73%(+99.20K) | $60.47(+95.76%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.17% | 774.0K | $196.4M | +5.91%(+43.16K) | $160.03(+87.61%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 2.99% | 284.9K | $185.3M | -1.76%(-5.10K) | $386.39(+91.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.36% | +45.67% |
| Top 20 Holdings Unweighted | +16.51% | +58.15% |
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