StockDriftsStockDriftsTop 50 4wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| MPRO | NORTHERN LTS FD TR IV | 4.17% | 158.1K | $4.9M | +10.96%(+15.61K) | $29.64(+9.34%) | 2026-03-31 | |
| JEPI | J P MORGAN EXCHANGE TRADED F | 3.78% | 79.6K | $4.4M | +2.12%(+1.66K) | $58.21(-3.91%) | 2026-03-31 | |
| BIL | SPDR SERIES TRUST | 3.37% | 43.1K | $3.9M | +529.93%(+36.23K) | $91.56(-0.08%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.83% | 20.0K | $3.3M | -0.46%(-92) | $129.70(+74.12%) | 2026-03-31 | |
| VGSH | VANGUARD SCOTTSDALE FDS | 2.8% | 56.0K | $3.3M | +6.33%(+3.34K) | $58.61(-0.58%) | 2026-03-31 | |
| VCIT | VANGUARD SCOTTSDALE FDS | 2.45% | 34.8K | $2.9M | +5.02%(+1.66K) | $82.03(+0.65%) | 2026-03-31 | |
| JEPQ | J P MORGAN EXCHANGE TRADED F | 2.44% | 53.1K | $2.9M | -0.38%(-205) | $55.57(+7.77%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.33% | 11.1K | $2.7M | +3.72%(+397) | $233.54(+27.97%) | 2026-03-31 | |
| VCSH | VANGUARD SCOTTSDALE FDS | 2.27% | 33.7K | $2.7M | +7.74%(+2.42K) | $78.86(+0.21%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 1.84% | 6.0K | $2.2M | +11.16%(+603) | $437.01(-7.28%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.67% | +14.66% |
| Top 20 Holdings Unweighted | +6.09% | +19.39% |
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