StockDriftsStockDriftsTop 50 Safe Harbor Fiduciary Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STREET SPDR S&P 500 ETF | 13.46% | 21.7K | $14.1M | +4.03%(+842) | $563.14(+31.26%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TRUST SERIES I | 7.39% | 13.4K | $7.8M | +4.20%(+542) | $506.87(+39.86%) | 2026-03-31 | |
| AAPL | APPLE INC COM | 5.58% | 23.1K | $5.9M | +1.32%(+302) | $214.97(+39.66%) | 2026-03-31 | |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | 5.44% | 100.8K | $5.7M | +1.44%(+1.43K) | $56.77(-1.55%) | 2026-03-31 | |
| IWM | ISHARES RUSSELL 2000 ETF | 3.93% | 16.7K | $4.1M | +6.96%(+1.08K) | $213.99(+29.72%) | 2026-03-31 | |
| QDPL | PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF | 3.8% | 99.4K | $4.0M | +1.00%(+982) | $38.15(+18.10%) | 2026-03-31 | |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | 3.35% | 9.0K | $3.5M | -15.78%(-1.68K) | $106.39(+647.69%) | 2026-03-31 | |
| IYF | ISHARES U.S. FINANCIALS ETF | 3.1% | 27.7K | $3.3M | +83.68%(+12.61K) | $124.36(-2.09%) | 2026-03-31 | |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | 2.7% | 28.2K | $2.8M | -35.80%(-15.71K) | $100.54(+0.01%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 2.59% | 13.1K | $2.7M | +2.39%(+305) | $205.07(+28.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.69% | -2.04% |
| Top 20 Holdings Unweighted | -1.20% | -3.54% |
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