StockDriftsStockDriftsTop 50 Silver Oak Securities, Incorporated Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FTCS | FIRST TR EXCHANGE-TRADED FD | 2.8% | 412.7K | $38.3M | -3.75%(-16.10K) | $76.60(+20.41%) | 2026-03-31 | |
| CGUS | CAPITAL GROUP CORE EQUITY ET | 2.64% | 939.1K | $36.1M | +9.45%(+81.06K) | $39.84(+9.12%) | 2026-03-31 | |
| CDC | VICTORY PORTFOLIOS II | 2.44% | 467.3K | $33.4M | -3.62%(-17.55K) | $69.21(+3.63%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.09% | 112.5K | $28.5M | -8.54%(-10.51K) | $197.59(+51.26%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 2.01% | 646.7K | $27.5M | +6.37%(+38.75K) | $32.55(+46.87%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 1.61% | 126.6K | $22.1M | -5.41%(-7.24K) | $92.89(+143.12%) | 2026-03-31 | |
| XHLF | BONDBLOXX ETF TRUST | 1.42% | 386.6K | $19.5M | +13.04%(+44.59K) | $81.70(-38.52%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 1.37% | 404.3K | $18.8M | +1.68%(+6.69K) | $43.57(+14.01%) | 2026-03-31 | |
| RDVY | FIRST TR EXCHANGE TRADED FD | 1.35% | 270.1K | $18.4M | -18.32%(-60.58K) | $54.83(+34.78%) | 2026-03-31 | |
| FBND | FIDELITY MERRIMACK STR TR | 1.35% | 404.1K | $18.4M | +6.89%(+26.05K) | $45.61(-0.22%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +8.60% | +28.09% |
| Top 20 Holdings Unweighted | +10.28% | +34.12% |
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