StockDriftsStockDriftsTop 50 Sierra Ocean, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPHQ | INVESCO EXCHANGE TRADED FD T | 13.22% | 214.3K | $16.1M | +4.45%(+9.13K) | $67.72(+21.66%) | 2026-03-31 | |
| SPMO | INVESCO EXCH TRADED FD TR II | 12.03% | 130.8K | $14.7M | +4.17%(+5.23K) | $102.49(+42.74%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 9.59% | 248.3K | $11.7M | +3.39%(+8.15K) | $47.15(-0.80%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 9.06% | 272.3K | $11.0M | +2.14%(+5.70K) | $32.20(+27.91%) | 2026-03-31 | |
| AUSF | GLOBAL X FDS | 7.11% | 179.2K | $8.7M | +2.91%(+5.06K) | $45.42(+6.50%) | 2026-03-31 | |
| TLT | ISHARES TR | 6.41% | 90.0K | $7.8M | +2.37%(+2.08K) | $91.88(-7.71%) | 2026-03-31 | |
| SCHE | SCHWAB STRATEGIC TR | 5.97% | 220.9K | $7.3M | -2.17%(-4.91K) | $28.04(+29.86%) | 2026-03-31 | |
| DIVO | AMPLIFY ETF TR | 4.71% | 128.1K | $5.7M | +2.26%(+2.84K) | $41.04(+10.70%) | 2026-03-31 | |
| EMB | ISHARES TR | 4.34% | 56.3K | $5.3M | +2.73%(+1.50K) | $91.63(+4.27%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 2.97% | 63.9K | $3.6M | +7.07%(+4.22K) | $58.27(-4.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.14% | +26.45% |
| Top 20 Holdings Unweighted | +8.83% | +28.88% |
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