StockDriftsStockDriftsTop 50 S Harris Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 13.04% | 313.5K | $14.3M | +10.46%(+29.68K) | $46.11(-1.30%) | 2026-03-31 | |
| SDVY | FIRST TR EXCHANGE TRADED FD | 10.23% | 284.4K | $11.2M | +1.87%(+5.21K) | $38.18(+7.64%) | 2026-03-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 8.5% | 202.4K | $9.3M | +5.21%(+10.02K) | $46.34(-0.76%) | 2026-03-31 | |
| FENI | FIDELITY COVINGTON TRUST | 7.09% | 209.0K | $7.8M | +6.42%(+12.60K) | $35.99(+11.12%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 4.82% | 18.0K | $5.3M | -0.26%(-46) | $318.82(-5.83%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 4.25% | 7.8K | $4.7M | -0.19%(-15) | $619.76(+10.11%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.45% | 10.2K | $3.8M | -2.45%(-257) | $500.79(-19.09%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 3.01% | 18.9K | $3.3M | +14.98%(+2.47K) | $185.75(+21.58%) | 2026-03-31 | |
| FDEM | FIDELITY COVINGTON TRUST | 2.53% | 88.0K | $2.8M | +10.08%(+8.06K) | $30.55(+19.33%) | 2026-03-31 | |
| IVV | ISHARES TR | 1.75% | 2.9K | $1.9M | -2.64%(-80) | $677.12(+10.13%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -13.19% | -34.57% |
| Top 20 Holdings Unweighted | -17.47% | -43.78% |
Sign up free to track S Harris Financial Group, LLC, compare funds side by side, and get alerts the moment positions change.