StockDriftsStockDriftsTop 50 Sunrise Financial Services, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 13.28% | 440.4K | $18.7M | +11.93%(+46.94K) | $42.86(+11.52%) | 2026-03-31 | |
| QQQM | INVESCO EXCH TRADED FD TR II | 8.26% | 49.1K | $11.7M | -24.12%(-15.59K) | $250.02(+17.65%) | 2026-03-31 | |
| HGER | HARBOR ETF TRUST | 6.85% | 311.4K | $9.7M | +63.83%(+121.34K) | $26.32(+26.27%) | 2026-03-31 | |
| IWY | ISHARES TR | 5.54% | 31.4K | $7.8M | +9.46%(+2.71K) | $274.22(+6.48%) | 2026-03-31 | |
| XMMO | INVESCO EXCHANGE TRADED FD T | 4.61% | 44.8K | $6.5M | new | $141.74(+18.53%) | 2026-03-31 | |
| BKIE | BNY MELLON ETF TRUST | 3.98% | 60.1K | $5.6M | new | $92.99(+6.61%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 3.9% | 94.5K | $5.5M | new | $59.50(+11.67%) | 2026-03-31 | |
| LVHI | LEGG MASON ETF INVT | 3.38% | 117.6K | $4.8M | +4.50%(+5.07K) | $35.94(+14.60%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 3.34% | 35.4K | $4.7M | -18.65%(-8.12K) | $142.45(+24.15%) | 2026-03-31 | |
| PRFZ | INVESCO EXCHANGE TRADED FD T | 3.23% | 99.3K | $4.6M | new | $45.88(+9.92%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -8.00% | -22.14% |
| Top 20 Holdings Unweighted | -8.15% | -22.52% |
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