StockDriftsStockDriftsTop 50 Taylor Securities Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| HEGD | LISTED FDS TR | 24.87% | 2.16M | $53.3M | +8.70%(+172.59K) | $25.06(+6.28%) | 2026-03-31 | |
| HELO | J P MORGAN EXCHANGE TRADED F | 20.74% | 695.1K | $44.4M | -7.15%(-53.55K) | $65.72(+2.85%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 11.64% | 38.3K | $24.9M | +3.29%(+1.22K) | $673.80(+10.53%) | 2026-03-31 | |
| AAPL | APPLE INC | 7.9% | 66.7K | $16.9M | -0.06%(-39) | $263.24(+17.24%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.49% | 232.5K | $11.8M | -12.04%(-31.82K) | $50.66(-0.47%) | 2026-03-31 | |
| AIQ | GLOBAL X FDS | 4.08% | 187.5K | $8.7M | +10.43%(+17.70K) | $50.00(+23.71%) | 2026-03-31 | |
| WSO | WATSCO INC | 4.05% | 23.8K | $8.7M | +0.95%(+225) | $370.43(+9.25%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.8% | 34.4K | $6.0M | +1.29%(+438) | $186.46(+4.49%) | 2026-03-31 | |
| FHEQ | FIDELITY GREENWOOD STREET TR | 2.14% | 156.0K | $4.6M | +24.14%(+30.33K) | $30.67(+7.72%) | 2026-03-31 | |
| LMT | LOCKHEED MARTIN CORP | 1.32% | 4.7K | $2.8M | +0.00%(+0) | $491.44(+11.08%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -12.12% | -32.13% |
| Top 20 Holdings Unweighted | -12.10% | -32.08% |
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