StockDriftsStockDriftsTop 50 Pettinga Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 7.21% | 58.6K | $38.3M | +27.19%(+12.53K) | $416.11(+74.71%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 6.01% | 992.2K | $31.9M | new | $31.61(+10.62%) | 2026-03-31 | |
| IVE | ISHARES TR | 5.9% | 148.5K | $31.4M | -7.14%(-11.41K) | $191.16(+17.07%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.58% | 262.2K | $29.7M | +2.46%(+6.30K) | $80.71(+62.86%) | 2026-03-31 | |
| LRGF | ISHARES TR | 5.17% | 415.9K | $27.5M | -14.25%(-69.12K) | $40.60(+79.29%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 4.13% | 51.0K | $21.9M | -1.99%(-1.04K) | $135.60(+208.46%) | 2026-03-31 | |
| PRF | INVESCO EXCHANGE TRADED FD T | 3.83% | 428.3K | $20.4M | +14.47%(+54.14K) | $30.10(+73.08%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 3.31% | 27.1K | $17.6M | -2.74%(-762) | $457.72(+58.13%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.9% | 80.3K | $15.4M | -5.83%(-4.97K) | $126.43(+64.13%) | 2026-03-31 | |
| MTUM | ISHARES TR | 2.63% | 58.2K | $14.0M | +17.24%(+8.56K) | $225.44(+29.12%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +15.54% | +54.26% |
| Top 20 Holdings Unweighted | +15.43% | +53.78% |
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