Top 50 A4 Wealth Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| CORO | BLACKROCK ETF TRUST | 7.39% | 276.6K | $8.9M | new | $31.61(+13.56%) | 2026-03-31 | |
| IVE | ISHARES TR | 6.94% | 39.5K | $8.4M | +20.39%(+6.70K) | $206.76(+11.34%) | 2026-03-31 | |
| TLH | ISHARES TR | 6.19% | 73.9K | $7.4M | +32.08%(+17.95K) | $102.04(-2.42%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 5.94% | 122.8K | $7.1M | +0.17%(+207) | $58.13(+15.48%) | 2026-03-31 | |
| IVW | ISHARES TR | 5.88% | 62.5K | $7.1M | +33.62%(+15.73K) | $118.16(+14.60%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 5.67% | 11.4K | $6.8M | +121.76%(+6.27K) | $603.22(+13.53%) | 2026-03-31 | |
| IEMG | ISHARES INC | 3.56% | 61.4K | $4.3M | -24.96%(-20.41K) | $64.78(+23.25%) | 2026-03-31 | |
| BAI | BLACKROCK ETF TRUST | 3.19% | 116.4K | $3.8M | +40.96%(+33.83K) | $32.69(+43.79%) | 2026-03-31 | |
| THRO | BLACKROCK ETF TRUST | 3.11% | 103.4K | $3.7M | +33.15%(+25.73K) | $37.35(+14.15%) | 2026-03-31 | |
| QUAL | ISHARES TR | 2.78% | 17.4K | $3.3M | +23.17%(+3.28K) | $189.89(+15.03%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.57% | +1.71% |
| Top 20 Holdings Unweighted | +1.90% | +5.80% |
Sign up free to track A4 Wealth Advisors LLC, compare funds side by side, and get alerts the moment positions change.