StockDriftsStockDriftsTop 50 Source Financial Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | 14.56% | 655.9K | $49.3M | -0.04%(-294) | — | 2024-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 12.26% | 72.3K | $41.5M | -0.51%(-368) | — | 2024-09-30 | |
| MKTX | MARKETAXESS HLDGS INC | 8.74% | 115.5K | $29.6M | +0.13%(+154) | — | 2024-09-30 | |
| IVV | ISHARES TR | 6.45% | 37.9K | $21.8M | +0.62%(+232) | — | 2024-09-30 | |
| GOVT | ISHARES TR | 6.03% | 871.0K | $20.4M | +1.30%(+11.19K) | — | 2024-09-30 | |
| VTI | VANGUARD INDEX FDS | 4.69% | 56.1K | $15.9M | -0.54%(-302) | — | 2024-09-30 | |
| IXUS | ISHARES TR | 2.77% | 129.3K | $9.4M | +0.30%(+381) | — | 2024-09-30 | |
| MEAR | ISHARES U S ETF TR | 2.7% | 181.4K | $9.1M | +35.32%(+47.34K) | — | 2024-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 2.33% | 156.6K | $7.9M | +1.34%(+2.08K) | — | 2024-09-30 | |
| CFLT | CONFLUENT INC | 2.32% | 385.4K | $7.9M | +0.01%(+43) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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