StockDriftsStockDriftsTop 50 Strategic Financial Concepts, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VIG | VANGUARD SPECIALIZED FUNDS | 3.74% | 70.6K | $15.2M | +4029.94%(+68.91K) | $216.65(+6.56%) | 2026-03-31 | |
| TBUX | T ROWE PRICE ETF INC | 3.48% | 286.4K | $14.1M | new | $49.46(+0.81%) | 2026-03-31 | |
| FLTR | VANECK ETF TRUST | 3.4% | 543.2K | $13.8M | new | $25.50(+0.04%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 2.75% | 123.1K | $11.1M | new | $91.73(-0.24%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.5% | 40.0K | $10.1M | +204.59%(+26.83K) | $243.49(+22.47%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 2.49% | 30.9K | $10.1M | +1589.02%(+29.09K) | $324.30(+13.29%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.21% | 13.7K | $9.0M | +42.79%(+4.11K) | $652.60(+15.16%) | 2026-03-31 | |
| SCHB | SCHWAB STRATEGIC TR | 1.87% | 302.7K | $7.6M | +2960.65%(+292.78K) | $25.53(+12.75%) | 2026-03-31 | |
| TFLR | T ROWE PRICE ETF INC | 1.79% | 143.5K | $7.3M | new | $51.18(-0.36%) | 2026-03-31 | |
| JGRO | J P MORGAN EXCHANGE TRADED F | 1.79% | 85.4K | $7.3M | +1318.85%(+79.39K) | $87.99(+12.31%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.18% | +37.43% |
| Top 20 Holdings Unweighted | +11.08% | +37.06% |
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