StockDriftsStockDriftsTop 50 Opulen Financial Group LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | 12.21% | 565.5K | $17.4M | +3.93%(+21.40K) | $27.76(+14.37%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 10.75% | 23.5K | $15.3M | +0.46%(+107) | $583.13(+27.30%) | 2026-03-31 | |
| IQLT | ISHARES TR | 6.05% | 185.9K | $8.6M | -0.93%(-1.74K) | $39.35(+25.48%) | 2026-03-31 | |
| IVV | ISHARES TR | 3.97% | 8.6K | $5.6M | +11.11%(+864) | $599.34(+24.43%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.12% | 21.3K | $4.4M | -4.41%(-982) | $202.86(+33.16%) | 2026-03-31 | |
| VXF | VANGUARD INDEX FDS | 2.97% | 20.5K | $4.2M | +0.97%(+196) | $186.22(+22.23%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.8% | 6.7K | $4.0M | +3.30%(+213) | $540.06(+26.36%) | 2026-03-31 | |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 2.43% | 206.5K | $3.5M | +11.26%(+20.91K) | $16.70(+0.09%) | 2026-03-31 | |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 2.28% | 173.9K | $3.2M | +7.69%(+12.42K) | $18.61(+0.19%) | 2026-03-31 | |
| BSCV | INVESCO EXCH TRD SLF IDX FD | 2.15% | 186.0K | $3.1M | +11.05%(+18.51K) | $16.42(+0.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.27% | +23.44% |
| Top 20 Holdings Unweighted | +5.96% | +18.96% |
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