Top 50 Seros Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPMO | INVESCO EXCH TRADED FD TR II | 13.31% | 186.6K | $20.9M | -16.54%(-36.97K) | $104.30(+40.26%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 9.11% | 24.8K | $14.3M | -9.90%(-2.72K) | $503.17(+42.04%) | 2026-03-31 | |
| SCHF | SCHWAB STRATEGIC TR | 7.41% | 470.6K | $11.6M | -0.94%(-4.47K) | $22.73(+20.14%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 6.96% | 269.6K | $10.9M | new | $38.68(+6.49%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 6.29% | 20.6K | $9.9M | -13.08%(-3.10K) | $464.11(+4.61%) | 2026-03-31 | |
| BUFQ | FIRST TR EXCHNG TRADED FD VI | 6.12% | 272.1K | $9.6M | +21.02%(+47.26K) | $31.69(+22.48%) | 2026-03-31 | |
| XSMO | INVESCO EXCHANGE TRADED FD T | 6.06% | 125.3K | $9.5M | +60.25%(+47.10K) | $68.50(+25.48%) | 2026-03-31 | |
| XLG | INVESCO EXCHANGE TRADED FD T | 6% | 172.7K | $9.4M | +7.01%(+11.31K) | $50.71(+25.19%) | 2026-03-31 | |
| FPE | FIRST TR EXCH TRADED FD III | 5.86% | 518.5K | $9.2M | +1.92%(+9.75K) | $17.92(+1.02%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 5.59% | 260.1K | $8.8M | +31.48%(+62.29K) | $31.06(+16.29%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.49% | +20.77% |
| Top 20 Holdings Unweighted | +6.69% | +21.43% |
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