StockDriftsStockDriftsTop 50 Stonebridge Financial Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 4.79% | 829.7K | $58.2M | +5.27%(+41.53K) | $62.48(+17.41%) | 2026-03-31 | |
| SMMU | PIMCO ETF TR | 4.38% | 1.06M | $53.3M | -0.71%(-7.55K) | $50.11(+0.52%) | 2026-03-31 | |
| CGCP | CAPITAL GRP FIXED INCM ETF T | 3.79% | 2.06M | $46.1M | +4.12%(+81.72K) | $22.59(-1.10%) | 2026-03-31 | |
| USTB | VICTORY PORTFOLIOS II | 3.67% | 881.3K | $44.6M | +15.73%(+119.77K) | $50.68(+0.01%) | 2026-03-31 | |
| PYLD | PIMCO ETF TR | 3.08% | 1.43M | $37.5M | +17.26%(+210.52K) | $26.50(-0.64%) | 2026-03-31 | |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 2.88% | 763.3K | $35.0M | +5.44%(+39.39K) | $41.85(+22.44%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.82% | 135.0K | $34.3M | -1.20%(-1.64K) | $241.55(+17.65%) | 2026-03-31 | |
| MUNI | PIMCO ETF TR | 2.61% | 607.8K | $31.7M | +4.87%(+28.24K) | $52.30(+0.03%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 2.6% | 73.5K | $31.6M | -16.53%(-14.55K) | $261.06(+60.22%) | 2026-03-31 | |
| XLU | SELECT SECTOR SPDR TR | 2.19% | 581.3K | $26.7M | new | $38.67(+19.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.68% | +14.72% |
| Top 20 Holdings Unweighted | +4.92% | +15.51% |
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