StockDriftsStockDriftsTop 50 Providence Financial Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| GSST | GOLDMAN SACHS ETF TR | 32.1% | 1.11M | $56.3M | new | $50.51(-0.04%) | 2026-03-31 | |
| IVV | ISHARES TR | 12.6% | 33.8K | $22.1M | +2.18%(+722) | $645.61(+16.41%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 9.66% | 210.3K | $17.0M | +5.66%(+11.26K) | $70.66(+25.52%) | 2026-03-31 | |
| PSQO | PALMER SQUARE FUNDS TR | 5.95% | 509.1K | $10.4M | +2484.34%(+489.44K) | $20.57(+0.94%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 5.19% | 120.2K | $9.1M | +7.50%(+8.38K) | $72.39(+10.71%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 4.41% | 11.9K | $7.7M | -7.84%(-1.01K) | $642.01(+16.53%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 4.23% | 148.2K | $7.4M | +10.04%(+13.51K) | $51.09(+21.47%) | 2026-03-31 | |
| IWY | ISHARES TR | 3.93% | 27.7K | $6.9M | +12.48%(+3.08K) | $260.39(+13.56%) | 2026-03-31 | |
| PSQA | PALMER SQUARE FUNDS TR | 2.86% | 245.1K | $5.0M | new | $20.31(+1.33%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.84% | 8.7K | $3.2M | -2.36%(-211) | $507.68(-19.35%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.60% | +42.74% |
| Top 20 Holdings Unweighted | +8.23% | +26.79% |
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