StockDriftsStockDriftsTop 50 Professional Financial Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | 24.67% | 1.53M | $121.2M | -6.48%(-106.12K) | $54.05(+62.55%) | 2026-03-31 | |
| AGG | ISHARES TR | 14.06% | 695.4K | $69.0M | +0.62%(+4.31K) | $96.74(+2.10%) | 2026-03-31 | |
| NTSX | WISDOMTREE TR | 5.4% | 508.4K | $26.5M | +4.10%(+20.03K) | $40.49(+41.71%) | 2026-03-31 | |
| VXUS | VANGUARD STAR FDS | 5.08% | 323.6K | $25.0M | +9.00%(+26.71K) | $59.46(+40.29%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.55% | 39.1K | $12.5M | +27.27%(+8.37K) | $257.62(+38.57%) | 2026-03-31 | |
| RSSB | TIDAL TRUST II | 2.37% | 426.9K | $11.6M | +379.36%(+337.83K) | $26.56(+12.66%) | 2026-03-31 | |
| NTSI | WISDOMTREE TR | 2.13% | 237.8K | $10.5M | -12.44%(-33.77K) | $34.17(+34.38%) | 2026-03-31 | |
| DBMF | LITMAN GREGORY FDS TR | 1.95% | 316.9K | $9.6M | +58.32%(+116.74K) | $28.57(+7.59%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 1.57% | 84.1K | $7.7M | -19.97%(-21.00K) | $91.71(-0.30%) | 2026-03-31 | |
| DGRO | ISHARES TR | 1.56% | 109.3K | $7.7M | +6.48%(+6.65K) | $50.75(+44.56%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.67% | +39.26% |
| Top 20 Holdings Unweighted | +11.04% | +36.89% |
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