StockDriftsStockDriftsTop 50 Team Financial Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRW | WISDOMTREE US QUALITY DIVIDEND GROWTH FUND | 15.62% | 391.7K | $34.4M | +1.02%(+3.95K) | $69.25(+38.16%) | 2026-03-31 | |
| EPS | WISDOMTREE U.S. LARGECAP FUND | 13.94% | 450.8K | $30.7M | +0.72%(+3.23K) | $47.98(+61.07%) | 2026-03-31 | |
| USFR | WISDOMTREE FLOATING RATE TREASURY FUND | 9.08% | 397.3K | $20.0M | -12.57%(-57.13K) | $50.31(+0.22%) | 2026-03-31 | |
| USMF | WISDOMTREE U.S. MULTIFACTOR FUND | 8.21% | 366.3K | $18.1M | -11.98%(-49.84K) | $40.83(+27.12%) | 2026-03-31 | |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | 6.83% | 516.8K | $15.1M | +7.12%(+34.33K) | $23.50(+46.05%) | 2026-03-31 | |
| PTRB | PGIM TOTAL RETURN BOND ETF | 6.29% | 333.9K | $13.9M | +4.95%(+15.74K) | $41.15(+0.76%) | 2026-03-31 | |
| PSDM | PGIM SHORT DURATION MULTI-SECTOR BOND ETF | 4.64% | 200.6K | $10.2M | +5.37%(+10.22K) | $50.91(+0.36%) | 2026-03-31 | |
| WTV | WISDOMTREE US VALUE FUND OF BENEF INTEREST | 4.44% | 103.2K | $9.8M | +0.58%(+591) | $65.02(+52.50%) | 2026-03-31 | |
| COWG | PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF | 3.47% | 226.3K | $7.6M | +0.46%(+1.03K) | $26.36(+41.56%) | 2026-03-31 | |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | 3.15% | 74.8K | $6.9M | -0.29%(-219) | $41.95(+121.17%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +11.41% | +38.29% |
| Top 20 Holdings Unweighted | +12.81% | +43.57% |
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