StockDriftsStockDriftsTop 50 Targeted Financial Services Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 19.96% | 533.5K | $24.3M | +9.39%(+45.78K) | $46.11(-1.22%) | 2026-03-31 | |
| GSLC | GOLDMAN SACHS ETF TR | 18.7% | 182.2K | $22.8M | -1.53%(-2.83K) | $131.32(+5.14%) | 2026-03-31 | |
| GLD | SPDR GOLD TR | 12.77% | 36.2K | $15.6M | -9.75%(-3.91K) | $375.89(+11.27%) | 2026-03-31 | |
| DGRO | ISHARES TR | 8.93% | 155.1K | $10.9M | -3.54%(-5.68K) | $68.75(+6.71%) | 2026-03-31 | |
| SPTL | SPDR SERIES TRUST | 4.29% | 198.7K | $5.2M | +13.42%(+23.51K) | $26.67(-2.71%) | 2026-03-31 | |
| FUTY | FIDELITY COVINGTON TRUST | 2.77% | 57.1K | $3.4M | +18.98%(+9.11K) | $56.05(+6.78%) | 2026-03-31 | |
| XLE | SELECT SECTOR SPDR TR | 2.12% | 42.3K | $2.6M | +29.68%(+9.68K) | $46.59(+27.61%) | 2026-03-31 | |
| IUSB | ISHARES TR | 2.12% | 55.9K | $2.6M | +169.23%(+35.16K) | $46.46(-0.93%) | 2026-03-31 | |
| WMT | WALMART INC | 1.92% | 18.8K | $2.3M | +0.00%(+0) | $107.24(+21.97%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 1.89% | 13.5K | $2.3M | -9.84%(-1.48K) | $116.54(+32.89%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +2.06% | +6.30% |
| Top 20 Holdings Unweighted | +3.02% | +9.32% |
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