StockDriftsStockDriftsTop 50 Stonebridge Financial Planning Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IWY | ISHARES TR | 5.47% | 59.9K | $14.9M | -3.70%(-2.30K) | $103.34(+174.23%) | 2026-03-31 | |
| IYW | ISHARES TR | 3.66% | 54.9K | $10.0M | -6.18%(-3.62K) | $59.41(+309.81%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.37% | 122.1K | $9.2M | -1.19%(-1.47K) | $47.41(+85.35%) | 2026-03-31 | |
| DGRO | ISHARES TR | 3.21% | 124.5K | $8.7M | +1.83%(+2.24K) | $53.00(+45.78%) | 2026-03-31 | |
| FGD | FIRST TR EXCHANGE-TRADED FD | 2.59% | 221.1K | $7.1M | +15.61%(+29.85K) | $27.89(+16.56%) | 2026-03-31 | |
| SPHY | SPDR SERIES TRUST | 2.14% | 250.2K | $5.8M | +7.12%(+16.62K) | $23.41(-0.31%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 2.09% | 88.6K | $5.7M | +8.10%(+6.64K) | $50.70(+39.66%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.03% | 8.5K | $5.5M | -5.38%(-482) | $320.05(+133.85%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 1.93% | 63.4K | $5.2M | +4.90%(+2.96K) | $81.62(+0.89%) | 2026-03-31 | |
| BUFR | FIRST TR EXCHNG TRADED FD VI | 1.81% | 146.2K | $4.9M | +9.85%(+13.11K) | $28.79(+26.94%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.95% | +47.94% |
| Top 20 Holdings Unweighted | +11.97% | +40.39% |
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