StockDriftsStockDriftsTop 41 Paul R. Ried Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SETM | SPROTT FDS TR | 15.44% | 1.00M | $33.2M | -12.59%(-144.58K) | $16.24(+92.53%) | 2026-03-31 | |
| MFSV | MFS ACTIVE EXCHANGE TRADED F | 11.91% | 958.8K | $25.6M | +60.76%(+362.39K) | $26.29(+10.30%) | 2026-03-31 | |
| GSIE | GOLDMAN SACHS ETF TR | 9.59% | 478.0K | $20.6M | -0.03%(-138) | $35.09(+30.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 9.55% | 55.5K | $20.6M | +1.25%(+686) | $428.92(-8.96%) | 2026-03-31 | |
| GLTR | ABRDN PRECIOUS METALS BASKET | 8.42% | 82.8K | $18.1M | -9.35%(-8.54K) | $111.55(+66.99%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 8.01% | 137.7K | $17.2M | -1.95%(-2.73K) | $114.63(+23.73%) | 2026-03-31 | |
| GSSC | GOLDMAN SACHS ETF TR | 6.46% | 186.3K | $13.9M | +3.50%(+6.29K) | $69.56(+29.80%) | 2026-03-31 | |
| QUS | SPDR SERIES TRUST | 5.9% | 74.0K | $12.7M | +4.42%(+3.13K) | $157.85(+19.43%) | 2026-03-31 | |
| AVGV | AMERICAN CENTY ETF TR | 3.8% | 105.4K | $8.2M | +23.73%(+20.22K) | $65.88(+29.02%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.44% | 29.2K | $7.4M | -6.14%(-1.91K) | $232.35(+32.83%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +24.21% | +91.61% |
| Top 20 Holdings Unweighted | +19.01% | +68.55% |
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