StockDriftsStockDriftsTop 50 Snider Financial Group Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.92% | 65.5K | $42.8M | +4.63%(+2.90K) | $482.02(+50.82%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.09% | 203.3K | $20.2M | -13.43%(-31.55K) | $105.02(-5.95%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.97% | 91.9K | $19.8M | -4.90%(-4.74K) | $159.03(+43.92%) | 2026-03-31 | |
| GOVT | ISHARES TR | 5.08% | 734.2K | $16.8M | +7.65%(+52.17K) | $23.23(-2.16%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.09% | 36.6K | $13.5M | +0.69%(+252) | $346.72(+18.65%) | 2026-03-31 | |
| LLY | ELI LILLY & CO | 3.43% | 12.4K | $11.4M | -2.63%(-333) | $429.41(+130.29%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 2.93% | 46.6K | $9.7M | -5.69%(-2.81K) | $169.37(+61.51%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 2.73% | 31.5K | $9.0M | -8.08%(-2.77K) | $128.17(+199.80%) | 2026-03-31 | |
| ICSH | ISHARES TR | 2.69% | 176.3K | $8.9M | -13.83%(-28.30K) | $50.47(-0.00%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.49% | 14.4K | $8.3M | +2.38%(+336) | $360.48(+67.82%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.81% | +36.07% |
| Top 20 Holdings Unweighted | +12.71% | +43.18% |
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