StockDriftsStockDriftsTop 50 Per Stirling Capital Management, LLC. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 5.33% | 73.9K | $48.2M | -21.42%(-20.13K) | $385.31(+94.24%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 3.19% | 328.4K | $28.8M | -1.80%(-6.01K) | $60.08(+59.56%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 3.1% | 438.4K | $28.1M | -7.43%(-35.17K) | $46.61(+51.94%) | 2026-03-31 | |
| IVW | ISHARES TR | 2.65% | 212.3K | $24.0M | -0.18%(-373) | $75.27(+79.90%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.46% | 105.5K | $22.3M | -0.85%(-907) | $153.75(+49.72%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.42% | 515.1K | $21.9M | -2.63%(-13.93K) | $40.45(+21.02%) | 2026-03-31 | |
| FIXD | FIRST TR EXCHNG TRADED FD VI | 2.02% | 419.9K | $18.3M | +18.62%(+65.90K) | $44.00(-0.89%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.02% | 361.6K | $18.3M | +8.46%(+28.21K) | $50.56(-0.28%) | 2026-03-31 | |
| FIIG | FIRST TR EXCHANGE-TRADED FD | 2.02% | 880.3K | $18.3M | +18.51%(+137.52K) | $20.93(-0.86%) | 2026-03-31 | |
| EVSD | MORGAN STANLEY ETF TRUST | 1.91% | 339.0K | $17.3M | +0.61%(+2.04K) | $51.13(-0.46%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.38% | +41.93% |
| Top 20 Holdings Unweighted | +11.49% | +38.57% |
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