Drake & Associates, LLC - Portfolio overview

Drake & Associates, LLC has 113 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Utilities.

Largest reported holdings by portfolio allocation

1. FBND - FIDELITY MERRIMACK STR TR, 8.66%
2. RECS - COLUMBIA ETF TR I, 8.41%
3. PVAL - PUTNAM ETF TRUST, 7.71%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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