StockDriftsStockDriftsTop 50 5t Wealth, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IUSB | ISHARES TR | 6.58% | 360.4K | $16.6M | -0.05%(-163) | $46.18(-0.33%) | 2026-03-31 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 6.02% | 130.0K | $15.2M | -1.01%(-1.32K) | $108.20(+20.51%) | 2026-03-31 | |
| QUAL | ISHARES TR | 4.45% | 58.7K | $11.3M | -0.60%(-356) | $178.75(+16.09%) | 2026-03-31 | |
| JCPB | J P MORGAN EXCHANGE TRADED F | 3.53% | 189.7K | $8.9M | +11.93%(+20.22K) | $47.16(-0.78%) | 2026-03-31 | |
| IVV | ISHARES TR | 2.92% | 11.3K | $7.4M | +5.31%(+571) | $589.93(+23.23%) | 2026-03-31 | |
| IVE | ISHARES TR | 2.58% | 30.9K | $6.5M | -1.27%(-397) | $196.24(+14.04%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 2.55% | 127.7K | $6.5M | +5.83%(+7.04K) | $50.63(-0.33%) | 2026-03-31 | |
| CGGR | CAPITAL GROUP GROWTH ETF | 2.5% | 157.7K | $6.3M | -2.03%(-3.27K) | $37.13(+21.61%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 2.46% | 106.9K | $6.2M | -8.07%(-9.39K) | $51.76(+24.67%) | 2026-03-31 | |
| CORO | BLACKROCK ETF TRUST | 2.08% | 164.0K | $5.3M | new | $31.61(+10.62%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +4.17% | +13.04% |
| Top 20 Holdings Unweighted | +4.74% | +14.90% |
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