Top 50 626 Financial, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DTD | WISDOMTREE TR | 11.4% | 294.9K | $25.5M | -6.05%(-18.98K) | $56.62(+61.55%) | 2026-03-31 | |
| SYK | STRYKER CORPORATION | 10.91% | 74.2K | $24.4M | +0.14%(+103) | $275.84(+9.52%) | 2026-03-31 | |
| WTV | WISDOMTREE TR | 5.93% | 140.0K | $13.3M | +3.27%(+4.43K) | $89.42(+10.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 5.7% | 50.2K | $12.7M | -1.36%(-693) | $136.37(+119.16%) | 2026-03-31 | |
| GRPM | INVESCO EXCHANGE TRADED FD T | 4.79% | 90.4K | $10.7M | -12.63%(-13.07K) | $112.13(+10.90%) | 2026-03-31 | |
| IWY | ISHARES TR | 3.52% | 31.6K | $7.9M | -18.14%(-7.01K) | $188.62(+54.81%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.34% | 20.2K | $7.5M | -0.11%(-23) | $284.29(+42.54%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.28% | 35.2K | $7.3M | -3.91%(-1.43K) | $133.94(+101.68%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 3.03% | 23.5K | $6.8M | -12.57%(-3.38K) | $102.32(+293.48%) | 2026-03-31 | |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | 2.86% | 140.4K | $6.4M | -14.77%(-24.33K) | $41.44(+14.45%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.00% | +44.29% |
| Top 20 Holdings Unweighted | +15.19% | +52.85% |
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