StockDriftsStockDriftsTop 50 Strategic Financial Partners, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 19.55% | 591.3K | $45.3M | -0.25%(-1.51K) | $53.40(+63.62%) | 2026-03-31 | |
| SPYV | SPDR SERIES TRUST | 8.99% | 367.9K | $20.8M | +2.77%(+9.93K) | $46.70(+28.87%) | 2026-03-31 | |
| SPDW | SPDR INDEX SHS FDS | 7.2% | 365.4K | $16.7M | +12.54%(+40.71K) | $34.69(+44.90%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 6.8% | 143.6K | $15.7M | +9.87%(+12.90K) | $78.48(+63.07%) | 2026-03-31 | |
| AGG | ISHARES TR | 6.38% | 148.9K | $14.8M | +28.70%(+33.21K) | $100.78(-2.09%) | 2026-03-31 | |
| ISTB | ISHARES TR | 4.49% | 214.3K | $10.4M | +30.62%(+50.24K) | $48.73(-0.98%) | 2026-03-31 | |
| IWR | ISHARES TR | 3.62% | 86.2K | $8.4M | -13.61%(-13.57K) | $73.16(+43.16%) | 2026-03-31 | |
| IJR | ISHARES TR | 2.83% | 52.6K | $6.5M | -24.07%(-16.68K) | $103.59(+30.59%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 2.23% | 11.8K | $5.2M | -6.60%(-836) | $31.81(+175.07%) | 2026-03-31 | |
| VWO | VANGUARD INTL EQUITY INDEX F | 2.03% | 86.8K | $4.7M | -0.42%(-363) | $46.18(+29.80%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.33% | +41.74% |
| Top 20 Holdings Unweighted | +11.56% | +38.85% |
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