StockDriftsStockDriftsTop 50 Stonebridge Financial Group, Llc / Mo Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IOO | ISHARES TR | 5.59% | 54.8K | $6.6M | +14.12%(+6.78K) | $123.40(+14.44%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 4.6% | 31.3K | $5.5M | +4.19%(+1.26K) | $186.30(+21.22%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.24% | 19.8K | $5.0M | -1.21%(-244) | $263.24(+13.53%) | 2026-03-31 | |
| PVAL | PUTNAM ETF TRUST | 3.14% | 80.2K | $3.7M | +28.88%(+17.97K) | $44.56(+11.47%) | 2026-03-31 | |
| SYFI | AB ACTIVE ETFS INC | 3% | 100.3K | $3.6M | -4.86%(-5.13K) | $36.03(-0.90%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 2.98% | 18.0K | $3.5M | -0.02%(-3) | $188.74(+10.40%) | 2026-03-31 | |
| MOAT | VANECK ETF TRUST | 2.54% | 31.1K | $3.0M | +0.01%(+2) | $101.33(-1.85%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 2.33% | 7.5K | $2.8M | -1.93%(-147) | $500.79(-19.09%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.1% | 8.7K | $2.5M | +3.95%(+329) | $278.89(+44.36%) | 2026-03-31 | |
| FBCG | FIDELITY COVINGTON TRUST | 1.78% | 42.2K | $2.1M | +7.15%(+2.81K) | $54.13(+13.37%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.08% | +0.25% |
| Top 20 Holdings Unweighted | +0.18% | +0.53% |
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