StockDriftsStockDriftsTop 50 PAX Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 6.88% | 61.7K | $40.3M | +35.95%(+16.32K) | $486.66(+53.24%) | 2026-03-31 | |
| IVE | ISHARES TR | 5.22% | 144.9K | $30.6M | +3.31%(+4.64K) | $191.81(+17.12%) | 2026-03-31 | |
| IUSB | ISHARES TR | 4.36% | 553.8K | $25.6M | +4.02%(+21.41K) | $50.42(-8.79%) | 2026-03-31 | |
| IVW | ISHARES TR | 4.33% | 224.5K | $25.4M | +8.56%(+17.70K) | $89.36(+53.59%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 4.27% | 430.2K | $25.0M | -5.39%(-24.53K) | $46.25(+43.67%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.93% | 330.7K | $23.1M | +1.11%(+3.63K) | $56.25(+45.86%) | 2026-03-31 | |
| EFV | ISHARES TR | 3.63% | 286.6K | $21.3M | +3.66%(+10.11K) | $56.23(+39.66%) | 2026-03-31 | |
| WWJD | NORTHERN LTS FD TR IV | 2.88% | 451.5K | $16.9M | +0.27%(+1.20K) | $29.16(+35.58%) | 2026-03-31 | |
| BOND | PIMCO ETF TR | 2.23% | 141.7K | $13.1M | +6.31%(+8.41K) | $91.58(+0.22%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.13% | 65.0K | $12.5M | +8.58%(+5.14K) | $149.46(+41.15%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.74% | +32.15% |
| Top 20 Holdings Unweighted | +8.84% | +28.93% |
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