StockDriftsStockDriftsTop 50 O'Connor Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD S&P 500 ETF | 10.86% | 44.4K | $26.5M | +1.14%(+501) | $431.43(+58.17%) | 2026-03-31 | |
| LDUR | PIMCO ENHANCED LOW DURATION ACTIVE ETF | 9.07% | 231.3K | $22.2M | -0.03%(-70) | $94.61(+0.90%) | 2026-03-31 | |
| BOND | PIMCO ACTIVE BOND EXCHANGE-TRADED FUND | 8.91% | 235.9K | $21.8M | -0.19%(-451) | $92.29(-0.56%) | 2026-03-31 | |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | 5.8% | 128.3K | $14.2M | -0.90%(-1.16K) | $89.32(+31.90%) | 2026-03-31 | |
| SPDW | STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | 5.44% | 291.3K | $13.3M | +0.32%(+928) | $32.55(+54.42%) | 2026-03-31 | |
| ESUM | EVENTIDE US MARKET ETF | 5.31% | 496.1K | $13.0M | -0.40%(-2.00K) | $24.73(+16.46%) | 2026-03-31 | |
| TPIF | TIMOTHY PLAN INTERNATIONAL ETF | 4.91% | 332.8K | $12.0M | -2.14%(-7.28K) | $24.44(+54.12%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 4.4% | 18.6K | $10.8M | +1.24%(+228) | $383.82(+86.21%) | 2026-03-31 | |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | 4.33% | 155.2K | $10.6M | +1.58%(+2.41K) | $68.37(+8.08%) | 2026-03-31 | |
| VO | VANGUARD MID-CAP ETF | 4.1% | 34.9K | $10.0M | +0.14%(+47) | $59.13(+30.30%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.36% | +27.24% |
| Top 20 Holdings Unweighted | +9.14% | +30.00% |
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